VANGUARD WORLD FUND - VPU

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 1,210,206 236,874 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,066,820 208,808 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 910,692 178,249 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 740,507 144,939 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 510,296 99,880 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 509,148 99,655 0.02% 0.02% 6 0 0.0% Q2 2026 Sep 23, 2026
Beacon Capital Management, Inc. History No change 457,116 89,471 5.41% 5.41% 7 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 412,786 80,794 0.19% 0.19% 8 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 339,096 66,470 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 318,192 62,348 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 316,099 61,870 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 293,593 57,464 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 247,584 48,459 0.61% 0.61% 13 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 207,697 40,652 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 199,122 38,974 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 186,391 36,483 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 179,111 35,057 0.04% 0.04% 17 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 168,766 33,032 0.67% 0.67% 18 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 155,280 30,392 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 13, 2026
Nan Shan Life Insurance Co., Ltd. History No change 150,369 29,431 0.92% 0.92% 20 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 124,338 24,336 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 109,863 21,503 1.02% 1.02% 22 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 109,373 21,408 0.05% 0.05% 23 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 104,159 20,704 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 104,058 20,369 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
Allied Investment Advisors, LLC History No change 91,546 17,918 2.25% 2.25% 26 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 90,467 17,707 1.03% 1.03% 27 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 84,125 16,465 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 27, 2026
SWAN Capital LLC History No change 83,344 16,312 5.58% 5.58% 29 0 0.0% Q2 2026 Aug 13, 2026
Unconventional Investor, LLC History No change 79,370 15,535 6.43% 6.43% 30 0 0.0% Q2 2026 Aug 18, 2026
Lido Advisors, LLC History No change 76,673 15,007 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 63,292 12,388 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 05, 2026
Nelson Capital Management, LLC History No change 61,096 11,958 1.31% 1.31% 33 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 59,265 11,600 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 59,153 11,578 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
VESTOR CAPITAL, LLC History No change 114,137 11,006 0.69% 0.69% 36 0 0.0% Q2 2026 Jul 28, 2026
American Investment Services, Inc. History No change 55,147 10,793 2.28% 2.28% 37 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 53,732 10,516 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 53,620 10,495 0.32% 0.32% 39 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 53,532 10,477 0.01% 0.01% 40 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 50,838 9,951 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 50,755 9,934 0.13% 0.13% 42 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 47,855 9,366 0.04% 0.04% 43 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 46,171 9,218 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Greenline Partners, LLC History No change 44,037 8,619 0.88% 0.88% 45 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 43,979 8,607 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 12, 2026
Goldstone Financial Group, LLC History No change 41,908 8,202 0.75% 0.75% 47 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 40,582 7,943 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 19, 2026
KCM INVESTMENT ADVISORS LLC History No change 35,355 6,920 0.21% 0.21% 49 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 34,367 6,726 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 33,513 6,559 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 32,779 6,415 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 32,181 6,298 0.05% 0.05% 53 0 0.0% Q2 2026 Jul 17, 2026
Atria Investments, Inc History No change 31,547 6,174 0.06% 0.06% 54 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 31,426 6,151 0.27% 0.27% 55 0 0.0% Q2 2026 Aug 03, 2026
Hamilton Wealth, LLC History No change 29,950 5,862 1.07% 1.07% 56 0 0.0% Q2 2026 Aug 06, 2026
Mittelman Wealth Management History No change 5,623 5,820 3.85% 3.85% 57 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 29,727 5,818 0.2% 0.2% 58 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 28,435 5,565 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 28, 2026
Porter White Investment Advisors, Inc. History No change 28,323 5,543 2.13% 2.13% 60 0 0.0% Q2 2026 Jul 16, 2026
Apollon Financial, LLC History No change 28,156 5,510 0.65% 0.65% 61 0 0.0% Q2 2026 Jul 22, 2026
Beacon Pointe Advisors, LLC History No change 27,918 5,464 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 18, 2026
Integrated Wealth Concepts LLC History No change 27,728 5,427 0.04% 0.04% 63 0 0.0% Q2 2026 Sep 08, 2026
David Kennon Inc History No change 27,602 5,402 1.79% 1.79% 64 0 0.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 27,296 5,342 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History No change 27,133 5,310 1.18% 1.18% 66 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 27,014 5,287 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 26,991 5,282 0.13% 0.13% 68 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 25,624 5,026 0.01% 0.01% 69 0 0.0% Q2 2026 Jul 15, 2026
Moss Adams Wealth Advisors LLC History No change 25,569 5,004 0.31% 0.31% 70 0 0.0% Q2 2026 Jul 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 25,000 4,893 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 24,515 4,804 0.46% 0.46% 72 0 0.0% Q2 2026 Aug 04, 2026
Venturi Wealth Management, LLC History No change 23,736 4,645 0.18% 0.18% 73 0 0.0% Q2 2026 Jul 20, 2026
Dakota Wealth Management History No change 23,185 4,538 0.09% 0.09% 74 0 0.0% Q2 2026 Aug 07, 2026
DMKC Advisory Services, LLC History No change 22,180 4,341 0.82% 0.82% 75 0 0.0% Q2 2026 Jul 07, 2026
Legacy Financial Group LLC History No change 22,171 4,339 0.49% 0.49% 76 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 22,076 4,320 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
MRA Advisory Group History Added to 25,244 4,316 1.62% 1.71% 78 +1,076 4.45% Q3 2026 Oct 07, 2026
FIFTH THIRD BANCORP History No change 21,505 4,209 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 21,102 4,130 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 21,042 4,118 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 20,207 3,955 0.09% 0.09% 82 0 0.0% Q2 2026 Jul 28, 2026
Aspire Capital Advisors LLC History No change 20,021 3,918 0.76% 0.76% 83 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisory Services, LLC History No change 19,467 3,810 0.24% 0.24% 84 0 0.0% Q2 2026 Jul 23, 2026
Strengthening Families & Communities, LLC History No change 19,381 3,793 0.84% 0.84% 85 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 19,331 3,783 0.06% 0.06% 86 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 19,258 3,769 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 19,087 3,736 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 04, 2026
Tranquilli Financial Advisor LLC History No change 19,079 3,734 2.01% 2.01% 89 0 0.0% Q2 2026 Aug 07, 2026
Sterling Investment Advisors, Ltd. History No change 18,832 3,686 0.62% 0.62% 90 0 0.0% Q2 2026 Jul 28, 2026
TD Waterhouse Canada Inc. History No change 19,012 3,676 0.01% 0.01% 91 0 0.0% Q2 2026 Jul 27, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 18,506 3,622 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 11, 2026
Ariston Services Group History No change 18,137 3,549 1.96% 1.96% 93 0 0.0% Q2 2026 Jul 27, 2026
Royal Fund Management, LLC History No change 18,041 3,531 0.29% 0.29% 94 0 0.0% Q2 2026 Jul 20, 2026
O'ROURKE & COMPANY, Inc History No change 18,041 3,531 1.23% 1.23% 95 0 0.0% Q2 2026 Aug 14, 2026
Praetorian Wealth Management, Inc. History No change 17,784 3,481 0.6% 0.6% 96 0 0.0% Q2 2026 Jul 07, 2026
White Lighthouse Investment Management Inc. History No change 17,610 3,446 0.43% 0.43% 97 0 0.0% Q2 2026 Aug 04, 2026
Reality Financial Planning Services, LLC History No change 17,460 3,417 3.3% 3.3% 98 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 16,805 3,289 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 16,802 3,288 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Group, Inc. History No change 16,697 3,268 1.52% 1.52% 101 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Money Management Services LLC History No change 16,569 3,243 2.04% 2.04% 102 0 0.0% Q2 2026 Aug 14, 2026
FFG RETIREMENT ADVISORS LLC History No change 16,509 3,231 1.71% 1.71% 103 0 0.0% Q2 2026 Jul 09, 2026
MGO ONE SEVEN LLC History No change 15,782 3,089 0.05% 0.05% 104 0 0.0% Q2 2026 Jul 31, 2026
Richmond Brothers, Inc. History No change 15,748 3,082 1.6% 1.6% 105 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 15,618 3,056 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 15,520 3,037 0.05% 0.05% 107 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 15,513 3,036 0.06% 0.06% 108 0 0.0% Q2 2026 Jul 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 15,702 3,036 0.18% 0.18% 109 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 15,383 3,010 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 15,379 3,010 1.08% 1.08% 111 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 14,985 2,934 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
Dougherty & Associates, LLC History No change 14,896 2,915 2.33% 2.33% 113 0 0.0% Q2 2026 Jul 16, 2026
Strategic Investment Solutions, Inc. /IL History No change 14,700 2,875 0.66% 0.66% 114 0 0.0% Q2 2026 Jul 08, 2026
Blueprint Investment Partners LLC History No change 14,392 2,817 0.23% 0.23% 115 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 14,328 2,804 0.31% 0.31% 116 0 0.0% Q2 2026 Aug 14, 2026
Glassy Mountain Advisors, Inc. History No change 14,320 2,802 0.77% 0.77% 117 0 0.0% Q2 2026 Jul 31, 2026
XTX Topco Ltd History No change 13,883 2,717 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 13,755 2,692 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 13,624 2,666 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 13,498 2,642 0.17% 0.17% 121 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 13,402 2,623 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 15, 2026
Visionary Wealth Advisors History No change 13,310 2,605 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,138 2,571 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 13,000 2,544 0.0% 0.0% 125 0 0.0% Q2 2026 Sep 02, 2026
StoneX Group Inc. History No change 12,902 2,518 0.1% 0.1% 126 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 12,374 2,421 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Raab & Moskowitz Asset Management LLC History No change 12,202 2,388 0.48% 0.48% 128 0 0.0% Q2 2026 Jul 28, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 12,087 2,365 0.53% 0.53% 129 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 12,003 2,349 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 11,947 2,338 0.09% 0.09% 131 0 0.0% Q2 2026 Aug 14, 2026
Adams Wealth Management History No change 11,799 2,309 0.44% 0.44% 132 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 11,799 2,309 0.37% 0.37% 133 0 0.0% Q2 2026 Aug 11, 2026
WBH ADVISORY INC History No change 11,726 2,295 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 05, 2026
CoreCap Advisors, LLC History No change 11,460 2,243 0.07% 0.07% 135 0 0.0% Q2 2026 Jul 06, 2026
FLAGSTAR SECURITIES, INC History No change 11,454 2,242 0.68% 0.68% 136 0 0.0% Q2 2026 Jul 15, 2026
Joel Isaacson & Co., LLC History No change 11,435 2,238 0.06% 0.06% 137 0 0.0% Q2 2026 Aug 04, 2026
ALTFEST L J & CO INC History No change 11,202 2,192 0.21% 0.21% 138 0 0.0% Q2 2026 Jul 30, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 12,675 2,167 0.06% 0.07% 139 -617 -4.64% Q3 2026 Oct 05, 2026
Bigelow Investment Advisors, LLC History No change 11,035 2,159 0.78% 0.78% 140 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY TRUST CO History No change 11,000 2,153 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 10,958 2,144 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 10,785 2,111 0.12% 0.12% 143 0 0.0% Q2 2026 Jul 15, 2026
Accel Wealth Management History No change 10,764 2,106 0.47% 0.47% 144 0 0.0% Q2 2026 Jul 10, 2026
Guidance Point Advisors, LLC History No change 10,731 2,103 0.44% 0.44% 145 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER & CO INC History No change 10,663 2,087 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History No change 10,615 2,077 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 30, 2026
Timbuktu Capital Management, LLC History No change 10,445 2,044 3.07% 3.07% 148 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 10,341 2,024 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 11, 2026
Castle Rock Wealth Management, LLC History No change 10,246 1,981 0.39% 0.39% 150 0 0.0% Q2 2026 Jul 07, 2026
Sigma Planning Corp History No change 9,960 1,949 0.05% 0.05% 151 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 9,886 1,934 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
Sharper & Granite LLC History No change 9,651 1,888 0.58% 0.58% 153 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 9,609 1,880 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 13, 2026
Compass Ion Advisors, LLC History No change 9,201 1,800 0.16% 0.16% 155 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 9,141 1,789 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 8,722 1,707 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 8,701 1,702 0.53% 0.53% 158 0 0.0% Q2 2026 Jul 30, 2026
Gotham Asset Management, LLC History No change 8,386 1,641 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 8,331 1,630 0.64% 0.64% 160 0 0.0% Q2 2026 Aug 11, 2026
Trinity Legacy Partners, LLC History No change 8,227 1,616 0.32% 0.32% 161 0 0.0% Q2 2026 Jul 24, 2026
Sovereign Financial Group, Inc. History No change 8,158 1,596 0.24% 0.24% 162 0 0.0% Q2 2026 Jul 24, 2026
SAX WEALTH ADVISORS, LLC History No change 8,013 1,587 0.06% 0.06% 163 0 0.0% Q2 2026 Jul 09, 2026
Sulzberger Capital Advisors, Inc. History No change 7,949 1,555 1.52% 1.52% 164 0 0.0% Q2 2026 Jul 17, 2026
Calder Financial LLC History No change 7,899 1,546 1.46% 1.46% 165 0 0.0% Q2 2026 Jul 07, 2026
Hershey Financial Advisers, LLC History No change 7,895 1,545 1.11% 1.11% 166 0 0.0% Q2 2026 Aug 11, 2026
Curran Financial Partners, LLC History No change 7,836 1,533 0.23% 0.23% 167 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 7,821 1,530 0.31% 0.31% 168 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 7,786 1,524 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 03, 2026
AlphaCore Capital LLC History No change 7,770 1,520 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 7,759 1,518 0.03% 0.03% 171 0 0.0% Q2 2026 Jul 31, 2026
HRT FINANCIAL LP History No change 7,746 1,516 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 7,730 1,512 0.51% 0.51% 173 0 0.0% Q2 2026 Jul 30, 2026
Heritage Trust Co History No change 7,664 1,500 0.13% 0.13% 174 0 0.0% Q2 2026 Aug 06, 2026
Carl P. Sherr & Co., LLC History No change 7,636 1,494 0.63% 0.63% 175 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 7,527 1,491 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 13, 2026
Independent Family Office, LLC History No change 7,450 1,458 0.59% 0.59% 177 0 0.0% Q2 2026 Aug 11, 2026
Wall Street Financial Group, Inc. History No change 7,363 1,441 0.77% 0.77% 178 0 0.0% Q2 2026 Jul 13, 2026
BAILARD, INC. History No change 7,288 1,426 0.03% 0.03% 179 0 0.0% Q2 2026 Jul 30, 2026
Joule Financial, LLC History No change 7,180 1,405 0.38% 0.38% 180 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,062 1,382 0.03% 0.03% 181 0 0.0% Q2 2026 Jul 17, 2026
Glen Eagle Advisors, LLC History No change 7,016 1,373 0.17% 0.17% 182 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 6,942 1,358 0.31% 0.31% 183 0 0.0% Q2 2026 Jul 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,813 1,333 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 23, 2026
Anchor Investment Management, LLC History No change 6,813 1,333 0.1% 0.1% 185 0 0.0% Q2 2026 Sep 15, 2026
Savant Capital, LLC History No change 6,798 1,332 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,739 1,318 0.19% 0.19% 187 0 0.0% Q2 2026 Jul 21, 2026
Bluesphere Advisors LLC History No change 6,698 1,311 0.4% 0.4% 188 0 0.0% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History No change 6,693 1,310 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 6,657 1,302 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 6,460 1,264 0.12% 0.12% 191 0 0.0% Q2 2026 Jul 28, 2026
CENTAURUS FINANCIAL, INC. History No change 6,401 1,253 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 17, 2026
Connecticut Wealth Management, LLC History No change 6,177 1,209 0.04% 0.04% 193 0 0.0% Q2 2026 Jul 29, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 6,118 1,197 0.23% 0.23% 194 0 0.0% Q2 2026 Jul 21, 2026
Baker Ellis Asset Management LLC History No change 6,030 1,180 0.12% 0.12% 195 0 0.0% Q2 2026 Jul 23, 2026
RFG Advisory, LLC History No change 6,027 1,179 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 15, 2026
Bonfire Financial History No change 6,004 1,174 0.75% 0.75% 197 0 0.0% Q2 2026 Aug 07, 2026
McMillan Office, Inc. History No change 6,000 1,174 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 13, 2026
Novak & Powell Financial Services, Inc. History No change 5,954 1,165 0.55% 0.55% 199 0 0.0% Q2 2026 Aug 11, 2026
Maltin Wealth Management, Inc. History No change 5,909 1,156 0.39% 0.39% 200 0 0.0% Q2 2026 Jul 22, 2026
Piscataqua Savings Bank History No change 5,910 1,156 0.78% 0.78% 201 0 0.0% Q2 2026 Jul 09, 2026
North Forty Two & Co. History No change 5,875 1,149 0.98% 0.98% 202 0 0.0% Q2 2026 Jul 24, 2026
Altiora Financial Group, LLC History No change 5,650 1,105 0.17% 0.17% 203 0 0.0% Q2 2026 Aug 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 5,617 1,099 0.21% 0.21% 204 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 5,512 1,078 0.05% 0.05% 205 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 5,455 1,067 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 5,450 1,066 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 5,409 1,058 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
Tranquility Partners, LLC History No change 5,409 1,058 0.36% 0.36% 209 0 0.0% Q2 2026 Jul 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,388 1,054 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 10, 2026
Fort Sheridan Advisors LLC History No change 5,390 1,054 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 05, 2026
Ignite Planners, LLC History No change 5,382 1,053 0.14% 0.14% 212 0 0.0% Q2 2026 Jul 23, 2026
Freestone Capital Holdings, LLC History No change 5,327 1,042 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,213 1,020 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 5,193 1,016 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Retirement, LLC History No change 5,179 1,013 0.06% 0.06% 216 0 0.0% Q2 2026 Aug 12, 2026
American Trust History No change 5,155 1,009 0.08% 0.08% 217 0 0.0% Q2 2026 Aug 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 5,134 1,004 0.44% 0.44% 218 0 0.0% Q2 2026 Jul 28, 2026
Navis Wealth Advisors, LLC History No change 5,000 978 0.37% 0.37% 219 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 4,974 973 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 20, 2026
Camelot Portfolios, LLC History No change 4,966 971 0.68% 0.68% 221 0 0.0% Q2 2026 Jul 17, 2026
CHOREO, LLC History No change 4,921 963 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 4,901 959 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 4,835 946 0.13% 0.13% 224 0 0.0% Q2 2026 Aug 04, 2026
Gibraltar Capital Management, Inc. History No change 4,805 940 0.14% 0.14% 225 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 4,799 939 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 4,781 935 0.06% 0.06% 227 0 0.0% Q2 2026 Jul 08, 2026
CX Institutional History Added to 5,371 919 0.02% 0.03% 228 +180 3.47% Q3 2026 Oct 02, 2026
V2 Financial group LLC History No change 4,700 919 0.34% 0.34% 229 0 0.0% Q2 2026 Aug 10, 2026
Tudor Financial Inc. History No change 4,689 917 0.41% 0.41% 230 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 4,665 913 0.02% 0.02% 231 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Wealth, LLC History No change 4,646 909 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History No change 4,621 904 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 4,601 900 0.03% 0.03% 234 0 0.0% Q2 2026 Jul 09, 2026
McAdam, LLC History No change 4,595 899 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History No change 4,568 894 0.02% 0.02% 236 0 0.0% Q2 2026 Jul 08, 2026
Spire Wealth Management History No change 4,571 894 0.03% 0.03% 237 0 0.0% Q2 2026 Jul 15, 2026
Brookwood Investment Group LLC History No change 4,529 886 0.1% 0.1% 238 0 0.0% Q2 2026 Jul 23, 2026
SWEENEY & MICHEL, LLC History No change 4,669 881 0.23% 0.23% 239 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 4,489 878 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 4,484 877 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 14, 2026
Crusonia Wealth Advisors LLC History No change 4,448 870 0.14% 0.14% 242 0 0.0% Q2 2026 Jul 30, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 4,420 865 0.53% 0.53% 243 0 0.0% Q2 2026 Jul 31, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 4,385 858 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 06, 2026
Choate Investment Advisors History No change 4,382 857 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 11, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 5,006 856 0.55% 0.6% 246 -13 -0.26% Q3 2026 Oct 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,367 854 0.01% 0.01% 247 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History No change 4,301 841 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 4,251 832 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 4,180 818 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 05, 2026
Christensen, King & Associates Investment Services, Inc. History No change 4,174 816 0.32% 0.32% 251 0 0.0% Q2 2026 Jul 14, 2026
Arkadios Wealth Advisors History No change 4,159 814 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 10, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,123 807 0.28% 0.28% 253 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 4,108 803 0.23% 0.23% 254 0 0.0% Q2 2026 Jul 14, 2026
OneAscent Financial Services LLC History No change 4,108 803 0.04% 0.04% 255 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 3,049 788 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,007 784 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 24, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,002 783 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 04, 2026
Foster Group, Inc. History No change 3,959 774 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 07, 2026
FIRST FINANCIAL CORP /IN/ History No change 3,945 772 0.27% 0.27% 260 0 0.0% Q2 2026 Jul 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 3,888 761 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 28, 2026
Advisors Capital Management, LLC History No change 3,881 759 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 3,829 750 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 20, 2026
Kesler, Norman & Wride, LLC History No change 3,809 745 0.12% 0.12% 264 0 0.0% Q2 2026 Jul 23, 2026
Creekside Partners History No change 3,781 740 0.27% 0.27% 265 0 0.0% Q2 2026 Jul 30, 2026
LOM Asset Management Ltd History No change 3,780 739 0.19% 0.19% 266 0 0.0% Q2 2026 Aug 04, 2026
Asset One Wealth Management LLC History No change 3,768 737 0.08% 0.08% 267 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 3,739 732 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,689 722 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 3,675 719 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 3,768 718 0.04% 0.04% 271 0 0.0% Q2 2026 Aug 14, 2026
River Street Advisors LLC History No change 3,651 714 0.21% 0.21% 272 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 3,641 712 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 09, 2026
BOS Asset Management, LLC History No change 3,624 709 0.16% 0.16% 274 0 0.0% Q2 2026 Jul 13, 2026
SAXON INTERESTS, INC. History No change 3,622 708 0.2% 0.2% 275 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 3,617 707 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 3,589 702 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Investment Planning Advisors, Inc. History No change 3,573 699 0.16% 0.16% 278 0 0.0% Q2 2026 Jul 23, 2026
Silver Coast Investments LLC History No change 3,548 694 0.21% 0.21% 279 0 0.0% Q2 2026 Jul 24, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 3,508 686 0.28% 0.28% 280 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 3,501 685 0.03% 0.03% 281 0 0.0% Q2 2026 Jul 07, 2026
IHT Wealth Management, LLC History No change 3,377 661 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 3,349 655 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,269 649 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 3,310 647 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 18, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,256 637 0.14% 0.14% 286 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 3,250 636 0.0% 0.0% 287 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 3,253 636 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 23, 2026
Valmark Advisers, Inc. History No change 3,231 632 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 06, 2026
Conrad Siegel Investment Advisors, Inc. History No change 3,184 623 0.1% 0.1% 290 0 0.0% Q2 2026 Jul 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,149 616 0.09% 0.09% 291 0 0.0% Q2 2026 Aug 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,123 611 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 14, 2026
Investor's Fiduciary Advisor Network, LLC History No change 3,116 609 0.21% 0.21% 293 0 0.0% Q2 2026 Aug 13, 2026
National Wealth Management Group, LLC History No change 3,108 608 0.19% 0.19% 294 0 0.0% Q2 2026 Jul 14, 2026
Sequoia Financial Advisors, LLC History No change 3,099 606 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 17, 2026
Apella Capital, LLC History No change 3,018 595 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 08, 2026
SHP Wealth Management History No change 3,034 593 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 11, 2026
Northwest Financial Advisors History No change 3,016 590 0.08% 0.08% 298 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 2,991 585 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 24, 2026
Archford Capital Strategies, LLC History No change 2,993 585 0.06% 0.06% 300 0 0.0% Q2 2026 Jul 17, 2026
Stonebridge Financial Planning Group, LLC History No change 2,965 580 0.18% 0.18% 301 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 2,963 579 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 2,949 577 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 06, 2026
QTR Family Wealth, LLC History No change 2,950 577 0.2% 0.2% 304 0 0.0% Q2 2026 Jul 27, 2026
Caprock Group, LLC History No change 2,911 569 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 27, 2026
McClarren Financial Advisors, Inc. History No change 2,896 566 0.29% 0.29% 306 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Planning, LLC History No change 2,872 562 0.13% 0.13% 307 0 0.0% Q2 2026 Jul 29, 2026
US BANCORP \DE\ History No change 2,868 561 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 12, 2026
Northstar Group, Inc. History No change 2,870 561 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 03, 2026
WORLD EQUITY GROUP, INC. History No change 2,837 555 0.12% 0.12% 310 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC/CA History No change 2,838 555 0.08% 0.08% 311 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 2,822 552 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 31, 2026
Chemistry Wealth Management LLC History No change 2,797 547 0.09% 0.09% 313 0 0.0% Q2 2026 Jul 09, 2026
Blackston Financial Advisory Group, LLC History No change 2,786 545 0.31% 0.31% 314 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 2,782 544 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 07, 2026
Baird Financial Group, Inc. History No change 2,754 539 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 2,756 539 0.02% 0.02% 317 0 0.0% Q2 2026 Oct 07, 2026
Hilton Head Capital Partners, LLC History No change 2,752 538 0.27% 0.27% 318 0 0.0% Q2 2026 Jul 27, 2026
Matrix Trust Co History Reduced 3,138 537 0.08% 0.11% 320 -585 -15.71% Q3 2026 Oct 07, 2026
PRIVATE TRUST CO NA History No change 2,748 537 0.04% 0.04% 319 0 0.0% Q2 2026 Jul 28, 2026
DiNuzzo Private Wealth, Inc. History No change 2,742 536 0.05% 0.05% 321 0 0.0% Q2 2026 Jul 10, 2026
SMITH, MOORE & CO. History No change 2,723 532 0.03% 0.03% 322 0 0.0% Q2 2026 Aug 12, 2026
Colter Lewis Investment Partners LLC History No change 2,700 528 0.23% 0.23% 323 0 0.0% Q2 2026 Aug 14, 2026
Marin Bay Wealth Advisors, LLC History No change 2,695 527 0.28% 0.28% 324 0 0.0% Q2 2026 Aug 10, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,663 525 0.13% 0.13% 325 0 0.0% Q2 2026 Aug 06, 2026
Autumn Glory Partners, LLC History No change 2,678 524 0.15% 0.15% 326 0 0.0% Q2 2026 Aug 03, 2026
PARK NATIONAL CORP /OH/ History Reduced 3,055 522 0.01% 0.02% 327 -133 -4.17% Q3 2026 Oct 05, 2026
Ancora Advisors LLC History No change 2,662 521 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Strategies, LLC History No change 2,655 519 0.25% 0.25% 329 0 0.0% Q2 2026 Aug 07, 2026
Meridian Financial Partners LLC History No change 2,639 516 0.18% 0.18% 330 0 0.0% Q2 2026 Jul 24, 2026
Cross Staff Investments Inc History No change 2,641 516 0.29% 0.29% 331 0 0.0% Q2 2026 Jul 22, 2026
WEALTH EFFECTS LLC History No change 2,604 509 0.14% 0.14% 332 0 0.0% Q2 2026 Aug 06, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 2,600 508 0.05% 0.05% 333 0 0.0% Q2 2026 Jul 22, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,588 506 0.07% 0.07% 334 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 2,554 499 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 2,530 495 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,521 493 0.02% 0.02% 337 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History No change 2,514 492 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 2,507 490 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 28, 2026
FIRST MANHATTAN CO. LLC. History No change 2,501 489 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 2,500 489 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 2,493 489 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 29, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,498 488 0.02% 0.02% 343 0 0.0% Q2 2026 Jul 16, 2026
Clarendon Private LLC History No change 2,495 488 0.31% 0.31% 344 0 0.0% Q2 2026 Jul 22, 2026
CORA CAPITAL ADVISORS LLC History No change 2,485 486 0.14% 0.14% 345 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 2,475 484 0.36% 0.36% 346 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 2,460 481 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 14, 2026
Churchill Financial Advisors, LLC History No change 2,460 481 0.09% 0.09% 348 0 0.0% Q2 2026 Jul 15, 2026
Cherry Tree Wealth Management, LLC History No change 2,455 480 0.09% 0.09% 349 0 0.0% Q2 2026 Sep 15, 2026
TRUST CO OF VERMONT History No change 2,443 478 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 2,414 472 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,401 469 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 11, 2026
Per Stirling Capital Management, LLC. History No change 2,394 468 0.04% 0.04% 353 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 2,380 465 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,381 465 0.02% 0.02% 355 0 0.0% Q2 2026 Jul 27, 2026
Sharp Wealth Advisory, LLC History No change 2,375 464 0.21% 0.21% 356 0 0.0% Q2 2026 Jul 24, 2026
Modera Wealth Management, LLC History No change 2,353 460 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 03, 2026
Flagship Private Wealth, LLC History No change 2,353 460 0.16% 0.16% 358 0 0.0% Q2 2026 Aug 04, 2026
Unified Investment Management History No change 2,338 457 0.42% 0.42% 359 0 0.0% Q2 2026 Jul 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,328 455 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,312 452 0.05% 0.05% 361 0 0.0% Q2 2026 Jul 09, 2026
Kovack Advisors, Inc. History No change 2,330 451 0.02% 0.02% 362 0 0.0% Q2 2026 Jul 28, 2026
Everstar Asset Management, LLC History No change 2,300 450 0.22% 0.22% 363 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 2,299 449 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,290 448 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
BCM ADVISORS, LLC History No change 2,241 446 0.09% 0.09% 366 0 0.0% Q2 2026 Jul 28, 2026
Innovative Asset Advisors Group, LLC History No change 2,279 446 0.2% 0.2% 367 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Advisor Solutions LLC History No change 2,275 445 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 07, 2026
Noble Wealth Partners LLC History No change 2,260 442 0.38% 0.38% 369 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 2,247 439 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Advisor Solutions, LLC History No change 2,236 437 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 06, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 2,189 428 0.06% 0.06% 372 0 0.0% Q2 2026 Aug 06, 2026
Hegarty Advisors, LLC History No change 2,168 424 0.29% 0.29% 373 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 2,138 418 0.03% 0.03% 374 0 0.0% Q2 2026 Aug 06, 2026
CALTON & ASSOCIATES, INC. History No change 2,131 417 0.06% 0.06% 375 0 0.0% Q2 2026 Aug 10, 2026
Houlihan Financial Resource Group, Ltd. History No change 2,134 417 0.15% 0.15% 376 0 0.0% Q2 2026 Aug 10, 2026
WNY Asset Management, LLC History No change 2,118 414 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 17, 2026
ELEVATE WEALTH ADVISORY, INC History No change 2,115 414 0.24% 0.24% 378 0 0.0% Q2 2026 Aug 14, 2026
Wingate Wealth Advisors, Inc. History No change 2,112 413 0.18% 0.18% 379 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 2,087 408 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 2,081 407 0.22% 0.22% 381 0 0.0% Q2 2026 Aug 17, 2026
One Capital Management, LLC History No change 2,047 405 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,063 403 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 10, 2026
Simmons Bank History No change 2,055 402 0.02% 0.02% 384 0 0.0% Q2 2026 Jul 31, 2026
Fulcrum Capital LLC History No change 2,050 401 0.08% 0.08% 385 0 0.0% Q2 2026 Jul 20, 2026
MIRAMONTES CAPITAL, LLC History No change 2,019 395 0.12% 0.12% 386 0 0.0% Q2 2026 Sep 09, 2026
MontVue Capital Management, Inc. History No change 2,017 394 0.23% 0.23% 387 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 2,003 392 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 06, 2026
Washington Trust Advisors, Inc. History No change 1,989 389 0.03% 0.03% 389 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 1,961 386 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,961 386 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 29, 2026
Acorn Wealth Advisors, LLC History No change 1,959 383 0.09% 0.09% 392 0 0.0% Q2 2026 Jul 30, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,925 376 0.04% 0.04% 393 0 0.0% Q2 2026 Jul 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,920 375 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 1,898 371 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 17, 2026
Ellenbecker Investment Group History No change 1,864 365 0.04% 0.04% 396 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 1,857 363 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 03, 2026
Peterson Wealth Advisors, LLC History No change 1,854 362 0.04% 0.04% 398 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds, LLC. History No change 1,556 361 0.08% 0.08% 399 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 1,818 355 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 04, 2026
Junk Investment Group, LLC History No change 1,818 355 0.16% 0.16% 401 0 0.0% Q2 2026 Jul 29, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,805 353 0.04% 0.04% 402 0 0.0% Q2 2026 Aug 13, 2026
FSA Advisors, Inc. History No change 1,803 352 0.16% 0.16% 403 0 0.0% Q2 2026 Aug 17, 2026
MYECFO, LLC History No change 1,796 351 0.13% 0.13% 404 0 0.0% Q2 2026 Aug 10, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,785 349 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 1,756 343 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 06, 2026
Vawter Financial, Ltd. History No change 1,750 342 0.13% 0.13% 407 0 0.0% Q2 2026 Jul 24, 2026
Van Hulzen Asset Management, LLC History No change 1,744 341 0.02% 0.02% 408 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 1,725 337 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 06, 2026
Stronghold Wealth Management L.L.C. History No change 1,720 336 0.45% 0.45% 410 0 0.0% Q2 2026 Jul 24, 2026
INVESTMENT HOUSE LLC History No change 1,700 332 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 31, 2026
Roberts Wealth Advisors, LLC History No change 1,698 332 0.08% 0.08% 412 0 0.0% Q2 2026 Jul 29, 2026
Heritage Family Offices, LLP History No change 1,700 332 0.13% 0.13% 413 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,700 332 0.13% 0.13% 414 0 0.0% Q2 2026 Jul 06, 2026
Financial Freedom, LLC History No change 1,689 330 0.15% 0.15% 415 0 0.0% Q2 2026 Aug 05, 2026
United Financial Planning Group LLC History No change 1,691 330 0.17% 0.17% 416 0 0.0% Q2 2026 Aug 06, 2026
Kellett Wealth Advisors, LLC History No change 1,682 329 0.15% 0.15% 417 0 0.0% Q2 2026 Jul 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,684 329 0.05% 0.05% 418 0 0.0% Q2 2026 Aug 10, 2026
Black Diamond Financial, LLC History No change 1,679 328 0.03% 0.03% 419 0 0.0% Q2 2026 Aug 04, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 1,673 327 0.08% 0.08% 420 0 0.0% Q2 2026 Jul 21, 2026
Retirement Planning Co of New England, Inc. History No change 1,664 325 0.12% 0.12% 421 0 0.0% Q2 2026 Jul 30, 2026
Tyche Wealth Partners LLC History No change 1,659 324 0.05% 0.05% 422 0 0.0% Q2 2026 Aug 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 1,655 323 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 1,654 323 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Wealth Management LLC History No change 1,646 322 0.1% 0.1% 425 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 1,645 321 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 22, 2026
CVA Family Office, LLC History No change 1,645 321 0.03% 0.03% 427 0 0.0% Q2 2026 Aug 07, 2026
GLENMEDE TRUST CO NA History No change 1,635 320 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 10, 2026
Idaho Trust Co History No change 1,632 319 0.09% 0.09% 429 0 0.0% Q2 2026 Aug 06, 2026
SEARLE & CO. History No change 1,620 317 0.07% 0.07% 430 0 0.0% Q2 2026 Jul 27, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,615 316 0.15% 0.15% 431 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 1,604 314 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 13, 2026
Solidarity Wealth, LLC History No change 1,603 313 0.05% 0.05% 433 0 0.0% Q2 2026 Jul 31, 2026
Dorato Capital Management History No change 1,595 312 0.21% 0.21% 434 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 1,590 311 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 22, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 1,587 310 0.05% 0.05% 436 0 0.0% Q2 2026 Aug 13, 2026
AlphaStar Capital Management, LLC History No change 1,572 307 0.02% 0.02% 437 0 0.0% Q2 2026 Jul 30, 2026
Cyndeo Wealth Partners, LLC History No change 1,572 307 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 21, 2026
Garden State Investment Advisory Services LLC History No change 1,568 306 0.06% 0.06% 439 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,563 305 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 1,555 304 0.17% 0.17% 441 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, LLC History No change 1,545 302 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 1,531 299 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 23, 2026
Gladstone Institutional Advisory LLC History No change 1,522 297 0.01% 0.01% 444 0 0.0% Q2 2026 Jul 27, 2026
Miller Financial Services LLC History No change 1,500 293 0.24% 0.24% 445 0 0.0% Q2 2026 Jul 29, 2026
Colonial River Investments, LLC History No change 1,477 289 0.08% 0.08% 446 0 0.0% Q2 2026 Jul 24, 2026
Legacy Private Trust Co. History No change 1,684 287 0.02% 0.02% 447 0 0.0% Q3 2026 Oct 06, 2026
ZynergyRetirementPlanningLLC History No change 1,452 284 0.15% 0.15% 448 0 0.0% Q2 2026 Jul 17, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 1,448 283 0.03% 0.03% 449 0 0.0% Q2 2026 Aug 10, 2026
Diversified Enterprises, LLC History No change 1,447 283 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Partners, Inc. History No change 1,444 282 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
PDS Planning, Inc History No change 1,430 279 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 05, 2026
KDK Private Wealth Management, LLC History No change 1,420 277 0.23% 0.23% 453 0 0.0% Q2 2026 Aug 12, 2026
Guardian Asset Advisors, LLC History No change 1,411 276 0.13% 0.13% 454 0 0.0% Q2 2026 Jul 21, 2026
CATHY PARETO & ASSOCIATES, INC History No change 1,414 276 0.16% 0.16% 455 0 0.0% Q2 2026 Jul 15, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,408 275 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 03, 2026
S&A Financial Services, Inc. History No change 1,406 275 0.17% 0.17% 457 0 0.0% Q2 2026 Jul 27, 2026
Lynx Investment Advisory History No change 1,400 274 0.09% 0.09% 458 0 0.0% Q2 2026 Jul 27, 2026
Clark Capital Management Group, Inc. History No change 1,399 273 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 1,391 272 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
RBA Wealth Management, LLC History No change 1,394 272 0.1% 0.1% 461 0 0.0% Q2 2026 Jul 23, 2026
Ranch Capital Advisors Inc. History No change 1,387 271 0.09% 0.09% 462 0 0.0% Q2 2026 Aug 03, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 1,383 270 0.21% 0.21% 463 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,382 270 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 1,380 270 0.03% 0.03% 465 0 0.0% Q2 2026 Jul 09, 2026
Orcam Financial Group History No change 1,376 269 0.13% 0.13% 466 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 1,350 264 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 04, 2026
JMG Financial Group, Ltd. History No change 1,342 262 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 31, 2026
Jacobs Equity LLC History No change 1,334 261 0.18% 0.18% 469 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 1,330 260 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 11, 2026
Bluespring Wealth Management, LLC History No change 1,323 259 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 11, 2026
Florida Trust Wealth Management Co History No change 1,326 259 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 27, 2026
Silver Oak Advisory Group, Inc. History No change 1,325 259 0.1% 0.1% 473 0 0.0% Q2 2026 Jul 31, 2026
One Charles Private Wealth Services, LLC History No change 1,319 258 0.06% 0.06% 474 0 0.0% Q2 2026 Jul 15, 2026
MSH Capital Advisors LLC History No change 1,321 258 0.04% 0.04% 475 0 0.0% Q2 2026 Aug 10, 2026
Curtis Advisory Group, LLC History No change 1,317 257 0.05% 0.05% 476 0 0.0% Q2 2026 Jul 29, 2026
CWA Asset Management Group, LLC History No change 1,315 257 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 14, 2026
Powers Advisory Group, LLC History No change 1,300 254 0.08% 0.08% 478 0 0.0% Q2 2026 Jul 31, 2026
Peck Wealth Management, LLC History No change 1,293 253 0.21% 0.21% 479 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA SECURITIES, LLC History No change 1,289 252 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 14, 2026
CHRISTINE MESSMER PC History No change 1,279 250 0.14% 0.14% 481 0 0.0% Q2 2026 Jul 23, 2026
Tortoise Investment Management, LLC History No change 1,275 249 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial Strategies, Inc. History No change 1,275 249 0.02% 0.02% 483 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 1,272 248 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
Echo45 Advisors LLC History New 1,450 247 0.11% — 485 +1,450 New Q3 2026 Oct 07, 2026
First PREMIER Bank History No change 1,255 246 0.04% 0.04% 486 0 0.0% Q2 2026 Jul 15, 2026
PATTEN & PATTEN INC/TN History No change 1,251 244 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 05, 2026
Poehling Capital Management, INC. History No change 1,250 244 0.05% 0.05% 488 0 0.0% Q2 2026 Jul 20, 2026
Grant Private Wealth Management Inc History No change 1,242 243 0.1% 0.1% 489 0 0.0% Q2 2026 Jul 07, 2026
Invst, LLC History No change 1,240 242 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 14, 2026
Vermillion Wealth Management, Inc. History No change 1,228 240 0.06% 0.06% 491 0 0.0% Q2 2026 Jul 15, 2026
Anchor Bay Capital, Inc. History No change 1,278 238 0.13% 0.13% 492 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 1,211 237 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,211 237 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
Bernicke Wealth Management, Ltd. History No change 1,207 236 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 1,207 236 0.01% 0.01% 496 0 0.0% Q2 2026 Jul 31, 2026
Nova Wealth Management, Inc. History No change 1,202 235 0.13% 0.13% 497 0 0.0% Q2 2026 Jul 13, 2026
Rialto Wealth Management, LLC History No change 1,204 235 0.05% 0.05% 498 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 1,197 234 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 1,193 233 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 21, 2026
One Day In July LLC History No change 1,190 232 0.02% 0.02% 501 0 0.0% Q2 2026 Aug 03, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 1,179 230 0.08% 0.08% 502 0 0.0% Q2 2026 Jul 22, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,170 229 0.09% 0.09% 503 0 0.0% Q2 2026 Aug 07, 2026
Kirkwood Financial Services History No change 1,172 229 0.07% 0.07% 504 0 0.0% Q2 2026 Aug 25, 2026
Advantage Trust Co History No change 1,169 228 0.08% 0.08% 505 0 0.0% Q2 2026 Jul 17, 2026
Mezzasalma Advisors, LLC History No change 1,165 227 0.05% 0.05% 506 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,157 226 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,156 226 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 12, 2026
Roble, Belko & Company, Inc History No change 1,150 225 0.02% 0.02% 509 0 0.0% Q2 2026 Jul 24, 2026
Carrera Capital Advisors History No change 1,151 225 0.03% 0.03% 510 0 0.0% Q2 2026 Aug 03, 2026
Fearless Solutions, LLC dba Best Invest History No change 1,154 225 0.12% 0.12% 511 0 0.0% Q2 2026 Jul 21, 2026
Howard Capital Management, LLC History No change 1,149 224 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 28, 2026
BCS Wealth Management History No change 1,145 224 0.04% 0.04% 513 0 0.0% Q2 2026 Jul 16, 2026
MKT Advisors LLC History No change 1,138 224 0.07% 0.07% 514 0 0.0% Q2 2026 Jul 09, 2026
Caldwell Trust Co History No change 1,145 224 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 03, 2026
ASPIRIANT, LLC History No change 1,142 223 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 20, 2026
Ellis Investment Partners, LLC History No change 1,141 223 0.03% 0.03% 517 0 0.0% Q2 2026 Aug 05, 2026
Madison Wealth Partners, Inc History No change 1,143 223 0.03% 0.03% 518 0 0.0% Q2 2026 Aug 12, 2026
Accurate Wealth Management, LLC History No change 1,128 221 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 14, 2026
RCW Management, LLC History No change 1,132 221 0.2% 0.2% 520 0 0.0% Q2 2026 Jul 21, 2026
North Star Investment Management Corp. History No change 1,121 219 0.01% 0.01% 521 0 0.0% Q2 2026 Jul 28, 2026
SAGE FINANCIAL GROUP INC History No change 1,110 217 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 21, 2026
Vestmark Advisory Solutions, Inc. History No change 1,106 216 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
TRUSTCO BANK CORP N Y History No change 1,097 214 0.16% 0.16% 524 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 1,096 214 0.18% 0.18% 525 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 1,090 213 0.01% 0.01% 526 0 0.0% Q2 2026 Jul 28, 2026
Weaver Consulting Group History No change 1,242 212 0.04% 0.05% 527 0 0.0% Q3 2026 Oct 07, 2026
Bolthouse Investments, LLC History No change 1,077 210 0.17% 0.17% 528 0 0.0% Q2 2026 Aug 11, 2026
Massachusetts Wealth Management History No change 1,075 210 0.08% 0.08% 529 0 0.0% Q2 2026 Aug 03, 2026
ARRIEN INVESTMENTS, INC. History No change 1,076 210 0.11% 0.11% 530 0 0.0% Q2 2026 Jul 30, 2026
Chicago Wealth Management, Inc. History No change 1,066 208 0.07% 0.07% 531 0 0.0% Q2 2026 Aug 11, 2026
Goelzer Investment Management, Inc. History No change 1,057 206 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 14, 2026
Plancorp, LLC History No change 1,035 204 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History No change 1,045 204 0.01% 0.01% 534 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 1,045 204 0.02% 0.02% 535 0 0.0% Q2 2026 Jul 31, 2026
Guardian Capital, LLC History No change 1,043 204 0.17% 0.17% 536 0 0.0% Q2 2026 Aug 07, 2026
BENJAMIN EDWARDS INC History No change 1,035 203 0.0% 0.0% 537 0 0.0% Q2 2026 Jul 24, 2026
FIRST AMERICAN TRUST, FSB History No change 1,024 200 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 10, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 1,022 200 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 27, 2026
Virtue Capital Management, LLC History No change 1,022 200 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Network Inc. History No change 1,026 200 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 20, 2026
Family Investment Center, Inc. History No change 1,024 200 0.03% 0.03% 542 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO History No change 1,000 195 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 27, 2026
Citizens National Bank Trust Department History No change 997 195 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 1,001 195 0.05% 0.05% 545 0 0.0% Q2 2026 Jul 22, 2026
Greykasell Wealth Strategies, Inc. History No change 968 189 0.07% 0.07% 546 0 0.0% Q2 2026 Aug 11, 2026
Hills Bank & Trust Co History No change 959 187 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 941 184 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 16, 2026
Coston, McIsaac & Partners History No change 938 183 0.04% 0.04% 549 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 927 181 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 06, 2026
Pacific Center for Financial Services History No change 918 179 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 856 167 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 828 162 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 783 153 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 21, 2026
Hurley Capital, LLC History No change 768 150 0.08% 0.08% 555 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 748 146 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 740 144 0.03% 0.03% 557 0 0.0% Q2 2026 Jul 20, 2026
Robbins Farley History No change 740 144 0.06% 0.06% 558 0 0.0% Q2 2026 Jul 22, 2026
Progressive Investment Management Corp History No change 700 137 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 700 137 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 10, 2026
Avalon Trust Co History No change 700 137 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 06, 2026
Medallion Wealth Advisors, LLC History No change 645 126 0.04% 0.04% 562 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 604 118 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 10, 2026
Swisher Financial Concepts, Inc. History No change 591 115 0.07% 0.07% 564 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 576 114 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 550 107 0.03% 0.03% 566 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 537 105 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL CONSULATE, INC History No change 538 105 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 530 103 0.05% 0.05% 569 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 527 103 0.03% 0.03% 570 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 520 102 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 05, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 97 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 29, 2026
EverSource Wealth Advisors, LLC History No change 475 92 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 460 90 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Union Bankshares Corp History No change 462 90 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 457 89 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 445 87 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 442 86 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 436 85 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 29, 2026
Meramec Financial Planners, LLC History No change 431 84 0.03% 0.03% 580 0 0.0% Q2 2026 Jul 28, 2026
Ramirez Asset Management, Inc. History No change 420 82 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 419 81 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 406 79 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 12, 2026
Downshift Financial, LLC History No change 404 79 0.04% 0.04% 584 0 0.0% Q2 2026 Aug 12, 2026
Paladin Advisory Group, LLC History No change 395 77 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 383 74 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 14, 2026
Register Financial Advisors LLC History No change 380 74 0.02% 0.02% 587 0 0.0% Q2 2026 Jul 15, 2026
GAMMA Investing LLC History No change 375 73 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 07, 2026
True Wealth Design, LLC History No change 348 68 0.02% 0.02% 589 0 0.0% Q2 2026 Jul 16, 2026
CITY HOLDING CO History No change 345 67 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 10, 2026
Vision Retirement, LLC History No change 345 67 0.02% 0.02% 591 0 0.0% Q2 2026 Jul 21, 2026
Westfuller Advisors, LLC History No change 334 65 0.02% 0.02% 592 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 327 64 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 329 64 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 325 64 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 326 63 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 14, 2026
HOWE & RUSLING INC History No change 310 60 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 310 60 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 10, 2026
Davis Capital Management History No change 304 59 0.03% 0.03% 599 0 0.0% Q2 2026 Jul 16, 2026
Atlantic Edge Private Wealth Management, LLC History No change 300 58 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 299 58 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 12, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 273 53 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 29, 2026
Blume Capital Management, Inc. History No change 255 49 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 27, 2026
SOA Wealth Advisors, LLC. History No change 250 48 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 21, 2026
Ulland Investment Advisors, LLC History No change 245 48 0.04% 0.04% 605 0 0.0% Q2 2026 Jul 16, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 244 47 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 243 47 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 232 45 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 13, 2026
Tower View Wealth Management LLC History No change 234 45 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 236 45 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 07, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 225 44 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History No change 248 42 0.01% 0.01% 612 0 0.0% Q3 2026 Oct 05, 2026
ASHTON THOMAS SECURITIES, LLC History No change 212 41 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 208 40 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 31, 2026
BARRETT & COMPANY, INC. History No change 200 39 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 202 39 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 14, 2026
United Community Bank History No change 190 37 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 183 35 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 20, 2026
CBIZ Investment Advisory Services, LLC History No change 175 34 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
SITTNER & NELSON, LLC History No change 175 34 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 170 33 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 08, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 162 31 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 157 30 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 11, 2026
Key FInancial Inc History No change 152 29 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 150 29 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 146 28 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 12, 2026
Leo H. Evart, Inc. History No change 147 28 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 17, 2026
Quest 10 Wealth Builders, Inc. History No change 148 28 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 24, 2026
Minot DeBlois Advisors LLC History No change 136 26 0.02% 0.02% 629 0 0.0% Q2 2026 Aug 13, 2026
Twin Lakes Capital Management, LLC History No change 136 26 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 17, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 130 25 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 127 24 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 10, 2026
Morton Brown Family Wealth, LLC History No change 125 24 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 123 24 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 13, 2026
Aptus Capital Advisors, LLC History No change 121 23 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 122 23 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 02, 2026
Imprint Wealth LLC History No change 121 23 0.09% 0.09% 637 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 114 22 0.0% 0.0% 638 0 0.0% Q2 2026 Sep 04, 2026
Clearstead Trust, LLC History No change 106 20 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 06, 2026
BFSG, LLC History No change 100 19 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 20, 2026
Crews Bank & Trust History No change 100 19 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 16, 2026
Fourth Dimension Wealth, LLC History No change 100 19 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 31, 2026
KERR FINANCIAL PLANNING Corp History No change 100 19 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 02, 2026
TIAA Wealth Investment Management LLC History No change 96 18 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 10, 2026
FIRST UNITED BANK & TRUST History No change 90 17 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 20, 2026
Millstone Evans Group, LLC History No change 89 17 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 89 17 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 13, 2026
Bank of New Hampshire History No change 90 15 0.0% 0.0% 648 0 0.0% Q3 2026 Oct 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 75 14 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 04, 2026
Addison Advisors LLC History No change 75 14 0.01% 0.01% 650 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 76 14 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 68 13 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 67 13 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 13, 2026
Plante Moran Financial Advisors, LLC History No change 63 12 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 65 12 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 30, 2026
Community Bank, N.A. History No change 65 12 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 64 12 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 14, 2026
NorthAvenue LLC History No change 65 12 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 21, 2026
Fairway Wealth LLC History No change 60 11 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 24, 2026
Steigerwald, Gordon & Koch Inc. History No change 55 10 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 22, 2026
Atomic Invest LLC History No change 51 10 0.0% 0.0% 661 0 0.0% Q2 2026 Sep 25, 2026
TD Capital Management LLC History No change 50 9 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 06, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 50 9 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 42 8 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 27, 2026
Integrity Financial Corp /WA History No change 39 7 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 40 7 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 13, 2026
Gould Capital, LLC History No change 32 6 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 24 5 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 30, 2026
ADIRONDACK TRUST CO History No change 30 5 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 16, 2026
Westside Investment Management, Inc. History No change 27 5 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 27, 2026
Peachtree Investment Partners, LLC History No change 30 5 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 29 5 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History No change 30 5 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Planning Group LLC History No change 21 4 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 29, 2026
Buck Wealth Strategies, LLC History No change 23 4 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 30, 2026
GILL CAPITAL PARTNERS, LLC History No change 17 3 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 20, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 19 3 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 07, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 19 3 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 20, 2026
Nalls Sherbakoff Group, LLC History No change 18 3 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 17, 2026
Banque Cantonale Vaudoise History No change 15,242 3 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 31, 2026
LifeSteps Financial, Inc. History No change 20 3 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 17, 2026
WEST PACES ADVISORS INC. History No change 17 3 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 17, 2026
Bullock Wealth Management Group History No change 20 3 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 19, 2026
Ameritas Investment Partners, Inc. History No change 15 2 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 10 2 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 13, 2026
Mountain Hill Investment Partners Corp. History No change 12 2 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 12 2 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 10 1 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 16, 2026
Orion Capital Management LLC History No change 7 1 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 17, 2026
Nemes Rush Group LLC History No change 10 1 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History No change 7 1 0.0% 0.0% 691 0 0.0% Q3 2026 Oct 02, 2026
Noble Wealth Management PBC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2026 Oct 01, 2026
CULLEN/FROST BANKERS, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
ATWOOD & PALMER INC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
GREAT LAKES ADVISORS, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Financial Gravity Companies, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
OBSIDIAN CIO, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Byrne Asset Management LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Transce3nd, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026