VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Rakuten Investment Management, Inc. History No change 15,258,597 2,377,747 6.86% 6.86% 1 0 0.0% Q2 2026 Aug 17, 2026
MORGAN STANLEY History No change 10,646,703 1,671,000 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 9,031,741 1,417,531 20.46% 20.46% 3 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 5,330,835 836,674 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,833,679 758,645 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 2,970,012 462,816 0.33% 0.33% 6 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,589,027 406,348 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 2,491,748 391,079 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,343,448 367,804 0.2% 0.2% 9 0 0.0% Q2 2026 Aug 12, 2026
BRANDYWINE TRUST CO History No change 2,106,020 330,539 53.26% 53.26% 10 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,099,070 329,127 0.08% 0.08% 11 0 0.0% Q2 2026 Sep 23, 2026
JANE STREET GROUP, LLC History No change 1,535,711 241,029 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,515,162 237,826 10.86% 10.86% 13 0 0.0% Q2 2026 Jul 28, 2026
SCS Capital Management LLC History No change 1,394,823 218,917 2.07% 2.07% 14 0 0.0% Q2 2026 Aug 06, 2026
Global Endowment Management, LP History No change 1,331,484 208,976 21.18% 21.18% 15 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,481,252 204,886 0.07% 0.07% 16 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,263,760 198,347 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,243,489 195,165 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
Permanent Capital Management, LP History No change 1,160,445 182,131 24.39% 24.39% 19 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 1,126,075 176,737 0.27% 0.27% 20 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 994,218 156,042 0.24% 0.24% 21 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 967,468 151,844 0.21% 0.21% 22 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 957,100 150,216 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Vernal Point Advisors, LLC History No change 954,731 149,844 50.59% 50.59% 24 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 948,998 148,945 0.14% 0.14% 25 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 946,099 148,490 0.16% 0.16% 26 0 0.0% Q2 2026 Aug 12, 2026
DC Investments Management, LLC History No change 877,390 137,706 46.96% 46.96% 27 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners OCIO LLC History No change 876,239 137,525 6.96% 6.96% 28 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 832,433 130,650 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 815,552 128,000 0.46% 0.46% 30 0 0.0% Q2 2026 Aug 14, 2026
NEPC LLC History No change 800,713 125,671 2.35% 2.35% 31 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 793,845 124,593 2.83% 2.83% 32 0 0.0% Q2 2026 Jul 22, 2026
Quantinno Capital Management LP History No change 756,025 118,658 0.14% 0.14% 33 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 752,555 118,113 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 739,897 116,126 3.39% 3.39% 35 0 0.0% Q2 2026 Jul 30, 2026
BARINGS LLC History No change 732,779 115,009 2.04% 2.04% 36 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 701,429 109,642 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 677,714 106,367 0.09% 0.09% 38 0 0.0% Q2 2026 Sep 02, 2026
AMERIPRISE FINANCIAL INC History No change 664,465 104,275 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 676,102 104,086 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 646,457 101,461 0.86% 0.86% 41 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 630,139 98,899 0.12% 0.12% 42 0 0.0% Q2 2026 Aug 14, 2026
Wind River Trust Co History No change 622,577 97,713 33.0% 33.0% 43 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 615,494 96,601 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 612,064 96,063 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 05, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 606,900 95,252 3.36% 3.36% 46 0 0.0% Q2 2026 Aug 13, 2026
TIFF ADVISORY SERVICES, LLC History No change 601,770 94,447 23.16% 23.16% 47 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 595,684 93,492 0.13% 0.13% 48 0 0.0% Q2 2026 Aug 27, 2026
Sageworth Trust Co History No change 568,189 89,177 3.51% 3.51% 49 0 0.0% Q2 2026 Jul 28, 2026
Alta Advisers Ltd History No change 561,916 88,192 19.99% 19.99% 50 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 565,546 88,129 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 540,619 84,850 0.32% 0.32% 52 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 530,329 83,235 0.25% 0.25% 53 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 497,700 78,114 0.43% 0.43% 54 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 484,457 74,824 1.25% 1.25% 55 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 484,457 74,824 1.25% 1.25% 56 0 0.0% Q2 2026 Jul 29, 2026
Bleakley Financial Group, LLC History No change 472,232 74,116 0.94% 0.94% 57 0 0.0% Q2 2026 Aug 05, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 465,202 73,013 0.19% 0.19% 58 0 0.0% Q2 2026 Aug 10, 2026
Inscription Capital, LLC History No change 463,586 72,759 6.45% 6.45% 59 0 0.0% Q2 2026 Aug 13, 2026
TLT Family Holdco ULC History No change 451,000 70,784 10.06% 10.06% 60 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 448,786 70,437 0.09% 0.09% 61 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Wealth History No change 447,498 70,234 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 439,739 69,017 0.35% 0.35% 63 0 0.0% Q2 2026 Jul 17, 2026
3EDGE Asset Management, LP History No change 421,666 66,180 2.95% 2.95% 64 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 416,213 65,324 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 399,362 62,679 1.2% 1.2% 66 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 395,865 62,131 1.76% 1.76% 67 0 0.0% Q2 2026 Aug 03, 2026
Yarbrough Capital, LLC History No change 390,377 61,269 1.83% 1.83% 68 0 0.0% Q2 2026 Aug 10, 2026
Jasper Ridge Partners, L.P. History No change 389,261 61,095 1.3% 1.3% 69 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 385,176 60,453 0.07% 0.07% 70 0 0.0% Q2 2026 Jul 28, 2026
Sollinda Capital Management LLC History No change 371,259 58,269 12.44% 12.44% 71 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 353,287 55,448 0.11% 0.11% 72 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 348,399 54,687 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 340,759 53,482 0.99% 0.99% 74 0 0.0% Q2 2026 Aug 11, 2026
UNIVERSITY OF CHICAGO History No change 329,142 51,658 12.31% 12.31% 75 0 0.0% Q2 2026 Aug 14, 2026
BERNZOTT CAPITAL ADVISORS History No change 320,364 50,281 20.12% 20.12% 76 0 0.0% Q2 2026 Jul 21, 2026
Evelyn Partners Group Ltd History No change 363,966 47,977 0.1% 0.1% 77 0 0.0% Q2 2026 Aug 07, 2026
THREADGILL FINANCIAL, LLC History No change 294,150 46,230 19.05% 19.05% 78 0 0.0% Q2 2026 Jul 08, 2026
Prentice Wealth Management LLC History No change 282,712 44,371 9.16% 9.16% 79 0 0.0% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History No change 273,233 42,883 0.06% 0.06% 80 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 266,632 41,847 0.39% 0.39% 81 0 0.0% Q2 2026 Aug 06, 2026
Madrone Advisors, LLC History No change 256,758 40,298 2.89% 2.89% 82 0 0.0% Q2 2026 Aug 13, 2026
WJ Interests, LLC History No change 241,990 37,980 14.64% 14.64% 83 0 0.0% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History No change 238,938 37,503 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 12, 2026
Amitell Capital Pte Ltd History No change 237,233 37,233 34.05% 34.05% 85 0 0.0% Q2 2026 Aug 04, 2026
FSM Wealth Advisors, LLC History No change 234,194 36,756 3.91% 3.91% 86 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 233,927 36,741 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 230,327 36,149 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 06, 2026
SIMON QUICK ADVISORS, LLC History No change 229,914 36,085 1.46% 1.46% 89 0 0.0% Q2 2026 Jul 28, 2026
Accredited Investors Inc. History No change 225,134 35,334 1.53% 1.53% 90 0 0.0% Q2 2026 Jul 21, 2026
Topor & Co. Korea History No change 222,075 34,854 27.48% 27.48% 91 0 0.0% Q2 2026 Jul 08, 2026
Proficio Capital Partners LLC History No change 220,660 34,632 1.24% 1.24% 92 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 226,605 34,501 2.31% 2.31% 93 0 0.0% Q2 2026 Aug 07, 2026
RETIREMENT CAPITAL STRATEGIES History No change 217,779 34,180 11.87% 11.87% 94 0 0.0% Q2 2026 Aug 13, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 217,500 34,136 1.35% 1.35% 95 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 215,225 33,780 0.08% 0.08% 96 0 0.0% Q2 2026 Jul 27, 2026
Fisher Asset Management, LLC History No change 212,393 33,335 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 04, 2026
Sivia Capital Partners, LLC History No change 209,722 32,915 4.0% 4.0% 98 0 0.0% Q2 2026 Jul 23, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 209,500 32,881 0.2% 0.2% 99 0 0.0% Q2 2026 Aug 12, 2026
Mesirow Financial Investment Management, Inc. History No change 209,158 32,827 0.52% 0.52% 100 0 0.0% Q2 2026 Jul 22, 2026
Pictet North America Advisors SA History No change 206,524 32,413 2.86% 2.86% 101 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 206,498 32,409 0.28% 0.28% 102 0 0.0% Q2 2026 Jul 27, 2026
GoalFusion Wealth Management, LLC History Added to 204,268 32,243 12.89% 12.79% 103 +2,419 1.2% Q3 2026 Oct 06, 2026
Compass Advisory Group LLC History No change 204,196 32,048 7.62% 7.62% 104 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 192,757 30,253 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 185,138 29,057 0.05% 0.05% 106 0 0.0% Q2 2026 Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 184,149 28,902 0.36% 0.36% 107 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 181,367 28,465 0.09% 0.09% 108 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 180,212 28,284 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 19, 2026
Addison Capital Co History No change 179,388 28,154 4.61% 4.61% 110 0 0.0% Q2 2026 Aug 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 179,208 28,126 4.1% 4.1% 111 0 0.0% Q2 2026 Jul 21, 2026
Wealth Architects, LLC History No change 169,856 26,658 2.11% 2.11% 112 0 0.0% Q2 2026 Jul 23, 2026
Sterling Capital Management LLC History No change 167,395 26,272 0.45% 0.45% 113 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 166,078 26,065 0.2% 0.2% 114 0 0.0% Q2 2026 Jul 17, 2026
FMR LLC History No change 165,587 25,988 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 165,271 25,939 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Advisors History No change 164,556 25,827 0.89% 0.89% 117 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 157,056 24,649 0.18% 0.18% 118 0 0.0% Q2 2026 Aug 14, 2026
PartnerRe Asset Management CORP History New 156,045 24,631 15.24% — 119 +156,045 New Q3 2026 Oct 06, 2026
Intelligent Financial Strategies History No change 155,814 24,454 11.77% 11.77% 120 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 153,843 24,145 0.13% 0.13% 121 0 0.0% Q2 2026 Aug 11, 2026
Coyle Financial Counsel LLC History No change 147,778 23,193 4.23% 4.23% 122 0 0.0% Q2 2026 Aug 07, 2026
Weil Company, Inc. History No change 146,597 23,008 4.05% 4.05% 123 0 0.0% Q2 2026 Aug 05, 2026
Summit Trail Advisors, LLC History No change 144,882 22,739 0.29% 0.29% 124 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 142,949 22,436 0.06% 0.06% 125 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 137,643 21,603 1.06% 1.06% 126 0 0.0% Q2 2026 Jul 07, 2026
Highland Investment Advisors LLC History No change 136,137 21,366 9.32% 9.32% 127 0 0.0% Q2 2026 Aug 13, 2026
AA Financial Advisors, LLC History No change 134,235 21,068 2.53% 2.53% 128 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 134,512 20,961 0.68% 0.68% 129 0 0.0% Q2 2026 Aug 12, 2026
Goldstone Financial Group, LLC History No change 129,961 20,397 1.86% 1.86% 130 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 129,762 20,372 0.19% 0.19% 131 0 0.0% Q2 2026 Jul 24, 2026
HOGE FINANCIAL SERVICES, LLC History No change 126,119 19,794 9.48% 9.48% 132 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 125,422 19,684 0.09% 0.09% 133 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 123,122 19,323 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 14, 2026
Capital Group Private Client Services, Inc. History No change 123,105 19,321 0.27% 0.27% 135 0 0.0% Q2 2026 Aug 12, 2026
Red Wave Investments LLC History No change 120,028 18,838 4.79% 4.79% 136 0 0.0% Q2 2026 Aug 05, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 118,589 18,612 4.46% 4.46% 137 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 118,306 18,568 1.02% 1.02% 138 0 0.0% Q2 2026 Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 116,870 18,342 0.63% 0.63% 139 0 0.0% Q2 2026 Aug 17, 2026
BANK OF NOVA SCOTIA History No change 116,560 18,294 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 116,475 18,280 0.08% 0.08% 141 0 0.0% Q2 2026 Aug 18, 2026
New England Private Wealth Advisors LLC History No change 116,064 18,205 1.76% 1.76% 142 0 0.0% Q2 2026 Aug 04, 2026
Vanguard National Trust Co History No change 114,948 18,041 0.98% 0.98% 143 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 114,837 18,023 3.35% 3.35% 144 0 0.0% Q2 2026 Aug 14, 2026
Systelligence, LLC History No change 114,772 18,013 3.01% 3.01% 145 0 0.0% Q2 2026 Jul 14, 2026
LOOMIS SAYLES & CO L P History No change 113,750 17,853 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 113,149 17,758 0.07% 0.07% 147 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 108,515 17,031 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 14, 2026
Three Bridge Wealth Advisors, LLC History No change 107,297 16,840 4.22% 4.22% 149 0 0.0% Q2 2026 Jul 27, 2026
M&T BANK CORP History No change 106,426 16,703 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 04, 2026
DORVAL Corp History No change 105,575 16,569 4.77% 4.77% 151 0 0.0% Q2 2026 Jul 24, 2026
Choate Investment Advisors History No change 105,217 16,513 0.29% 0.29% 152 0 0.0% Q2 2026 Aug 11, 2026
Angeles Investment Advisors, LLC History No change 105,055 16,488 0.99% 0.99% 153 0 0.0% Q2 2026 Jul 22, 2026
Foster Group, Inc. History No change 104,036 16,328 0.43% 0.43% 154 0 0.0% Q2 2026 Jul 07, 2026
GeoWealth Management, LLC History No change 103,620 16,263 0.51% 0.51% 155 0 0.0% Q2 2026 Jul 30, 2026
Robertson Stephens Wealth Management, LLC History No change 103,437 16,234 0.4% 0.4% 156 0 0.0% Q2 2026 Jul 29, 2026
BBR PARTNERS, LLC History No change 103,368 16,223 0.76% 0.76% 157 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 102,744 16,125 0.05% 0.05% 158 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 101,566 15,940 0.16% 0.16% 159 0 0.0% Q2 2026 Aug 10, 2026
Nest Investments, LLC History No change 100,723 15,808 12.01% 12.01% 160 0 0.0% Q2 2026 Aug 14, 2026
Disciplina Capital Management LLC History No change 99,687 15,645 1.62% 1.62% 161 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 99,636 15,637 0.17% 0.17% 162 0 0.0% Q2 2026 Aug 04, 2026
Marex Group Ltd History No change 99,561 15,626 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 14, 2026
Long Island Wealth Management, Inc. History No change 99,194 15,568 6.43% 6.43% 164 0 0.0% Q2 2026 Aug 07, 2026
South Dakota Investment Council History No change 97,932 15,370 0.26% 0.26% 165 0 0.0% Q2 2026 Aug 11, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 41,008 15,174 3.63% 3.63% 166 0 0.0% Q2 2026 Aug 14, 2026
Orcam Financial Group History No change 95,303 14,957 7.31% 7.31% 167 0 0.0% Q2 2026 Aug 13, 2026
Park Edge Advisors, LLC History No change 93,653 14,698 3.09% 3.09% 168 0 0.0% Q2 2026 Jul 10, 2026
BANK OF MONTREAL /CAN/ History No change 92,835 14,570 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 92,563 14,527 1.91% 1.91% 170 0 0.0% Q2 2026 Jul 22, 2026
Bridgewater Advisors Inc. History No change 91,077 14,354 0.78% 0.78% 171 0 0.0% Q2 2026 Aug 05, 2026
PROFFITT & GOODSON INC History No change 89,779 14,090 1.94% 1.94% 172 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 89,697 14,078 0.73% 0.73% 173 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 89,263 14,009 0.16% 0.16% 174 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 89,000 13,968 0.0% 0.0% 175 0 0.0% Q2 2026 Sep 02, 2026
Aspen Grove Capital, LLC History No change 88,904 13,956 2.01% 2.01% 176 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 88,898 13,952 0.9% 0.9% 177 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 88,828 13,941 0.06% 0.06% 178 0 0.0% Q2 2026 Jul 27, 2026
HB Wealth Management, LLC History No change 88,358 13,867 0.08% 0.08% 179 0 0.0% Q2 2026 Jul 29, 2026
Sarasin & Partners LLP History No change 88,310 13,860 0.16% 0.16% 180 0 0.0% Q2 2026 Jul 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 86,658 13,659 0.02% 0.02% 181 0 0.0% Q2 2026 Jul 15, 2026
Pathstone Holdings, LLC History No change 87,030 13,659 0.04% 0.04% 182 0 0.0% Q2 2026 Aug 13, 2026
Lighthouse Investment Partners, LLC History No change 86,830 13,627 0.37% 0.37% 183 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 86,803 13,623 0.5% 0.5% 184 0 0.0% Q2 2026 Jul 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 85,197 13,371 0.68% 0.68% 185 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 84,429 13,251 0.07% 0.07% 186 0 0.0% Q2 2026 Jul 17, 2026
NYL Investors LLC History No change 84,150 13,207 5.06% 5.06% 187 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 83,215 13,060 0.12% 0.12% 188 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 81,747 12,830 0.07% 0.07% 189 0 0.0% Q2 2026 Aug 14, 2026
OKABENA INVESTMENT SERVICES INC History No change 80,367 12,613 2.25% 2.25% 190 0 0.0% Q2 2026 Aug 04, 2026
Bernardo Wealth Planning LLC History No change 80,088 12,569 2.15% 2.15% 191 0 0.0% Q2 2026 Jul 27, 2026
WBH ADVISORY INC History No change 79,947 12,547 0.84% 0.84% 192 0 0.0% Q2 2026 Aug 05, 2026
Pacific Park Financial, Inc. History No change 77,957 12,235 7.1% 7.1% 193 0 0.0% Q2 2026 Jul 21, 2026
Frisch Financial Group, Inc. History No change 77,814 12,212 2.1% 2.1% 194 0 0.0% Q2 2026 Aug 14, 2026
SELDON CAPITAL LP History No change 75,547 11,857 3.71% 3.71% 195 0 0.0% Q2 2026 Aug 14, 2026
Hirtle & Co., LLC History No change 75,367 11,828 0.39% 0.39% 196 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 74,448 11,684 0.34% 0.34% 197 0 0.0% Q2 2026 Aug 04, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 73,700 11,567 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 72,923 11,445 0.05% 0.05% 199 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 72,017 11,301 0.06% 0.06% 200 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 71,065 11,217 0.93% 0.92% 201 0 0.0% Q3 2026 Oct 06, 2026
Capital Investment Advisory Services, LLC History No change 71,112 11,161 0.69% 0.69% 202 0 0.0% Q2 2026 Jul 23, 2026
Seven Post Investment Office LP History No change 70,182 11,015 3.13% 3.13% 203 0 0.0% Q2 2026 Jul 28, 2026
Compass Ion Advisors, LLC History No change 70,059 10,995 0.95% 0.95% 204 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History No change 69,490 10,953 0.3% 0.3% 205 0 0.0% Q2 2026 Jul 13, 2026
Venture Visionary Partners LLC History Added to 69,307 10,940 0.29% 0.27% 206 +7,480 12.1% Q3 2026 Oct 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 69,616 10,926 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 69,515 10,910 0.12% 0.12% 208 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 68,744 10,789 0.09% 0.09% 209 0 0.0% Q2 2026 Jul 27, 2026
CIBC WORLD MARKET INC. History No change 66,317 10,408 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 66,101 10,374 0.54% 0.54% 211 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 65,808 10,328 0.05% 0.05% 212 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 64,804 10,171 0.33% 0.33% 213 0 0.0% Q2 2026 Jul 31, 2026
SYM FINANCIAL Corp History No change 64,497 10,122 0.81% 0.81% 214 0 0.0% Q2 2026 Aug 04, 2026
Atria Investments, Inc History No change 63,842 10,020 0.1% 0.1% 215 0 0.0% Q2 2026 Jul 28, 2026
Lakewood Asset Management LLC History No change 63,816 10,015 5.49% 5.49% 216 0 0.0% Q2 2026 Aug 06, 2026
Financial Symmetry Inc History Reduced 63,330 9,996 3.19% 3.36% 217 -853 -1.33% Q3 2026 Oct 06, 2026
Stratos Wealth Partners, LTD. History No change 63,050 9,895 0.1% 0.1% 218 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 62,824 9,860 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 13, 2026
Heritage Investment Group, Inc. History No change 62,652 9,833 1.32% 1.32% 220 0 0.0% Q2 2026 Jul 29, 2026
St. Louis Trust Co History No change 140,921 9,832 1.12% 1.12% 221 0 0.0% Q2 2026 Jul 30, 2026
PDS Planning, Inc History No change 62,272 9,773 0.57% 0.57% 222 0 0.0% Q2 2026 Aug 05, 2026
Waldron Private Wealth LLC History No change 61,780 9,696 0.34% 0.34% 223 0 0.0% Q2 2026 Jul 20, 2026
Vestwell Advisors, LLC History No change 61,702 9,684 2.32% 2.32% 224 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 61,627 9,672 0.18% 0.18% 225 0 0.0% Q2 2026 Aug 14, 2026
Boxwood Ventures, Inc. History No change 61,434 9,642 5.76% 5.76% 226 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 60,988 9,572 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 10, 2026
49 WEALTH MANAGEMENT, LLC History No change 60,197 9,447 1.8% 1.8% 228 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 60,197 9,447 1.8% 1.8% 229 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 59,766 9,380 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 59,518 9,341 2.31% 2.31% 231 0 0.0% Q2 2026 Aug 12, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 59,342 9,313 1.08% 1.08% 232 0 0.0% Q2 2026 Aug 03, 2026
Westmount Partners, LLC History No change 59,056 9,268 2.03% 2.03% 233 0 0.0% Q2 2026 Jul 07, 2026
RWA WEALTH PARTNERS, LLC History No change 59,026 9,264 0.09% 0.09% 234 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 57,703 9,056 0.17% 0.17% 235 0 0.0% Q2 2026 Aug 12, 2026
American National Bank of Texas History Added to 57,263 9,038 8.25% 8.15% 236 +343 0.6% Q3 2026 Oct 07, 2026
Banco Santander, S.A. History No change 57,064 8,956 0.06% 0.06% 237 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 56,802 8,915 0.05% 0.05% 238 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY TRUST CO History No change 56,050 8,797 0.1% 0.1% 239 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 55,724 8,745 0.06% 0.06% 240 0 0.0% Q2 2026 Sep 08, 2026
ATLAS CAPITAL ADVISORS INC. History No change 55,587 8,724 0.95% 0.95% 241 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 55,277 8,675 0.14% 0.14% 242 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 54,323 8,525 0.08% 0.08% 243 0 0.0% Q2 2026 Jul 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 54,226 8,510 0.87% 0.87% 244 0 0.0% Q2 2026 Jul 28, 2026
Bernicke Wealth Management, Ltd. History No change 53,541 8,403 0.98% 0.98% 245 0 0.0% Q2 2026 Aug 11, 2026
Bluespring Wealth Management, LLC History No change 53,515 8,399 0.16% 0.16% 246 0 0.0% Q2 2026 Aug 11, 2026
Investments & Financial Planning, LLC History No change 53,265 8,359 3.96% 3.96% 247 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 52,234 8,198 0.77% 0.77% 248 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 51,780 8,126 0.46% 0.46% 249 0 0.0% Q2 2026 Jul 15, 2026
Sovran Advisors, LLC History No change 52,434 8,093 0.6% 0.6% 250 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 51,517 8,085 0.1% 0.1% 251 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 49,900 7,831 0.47% 0.47% 252 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 49,877 7,828 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History No change 49,863 7,825 0.17% 0.17% 254 0 0.0% Q2 2026 Jul 08, 2026
Dorsey & Whitney Trust CO LLC History No change 49,705 7,801 0.38% 0.38% 255 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 48,693 7,642 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 03, 2026
Vantage Point Financial LLC History No change 48,599 7,627 2.33% 2.33% 257 0 0.0% Q2 2026 Aug 14, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 47,643 7,477 1.41% 1.41% 258 0 0.0% Q2 2026 Jul 21, 2026
Valmark Advisers, Inc. History No change 47,172 7,403 0.08% 0.08% 259 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 47,166 7,402 0.03% 0.03% 260 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 47,119 7,395 0.04% 0.04% 261 0 0.0% Q2 2026 Aug 17, 2026
Apella Capital, LLC History No change 46,749 7,308 0.1% 0.1% 262 0 0.0% Q2 2026 Jul 08, 2026
HARBOUR INVESTMENTS, INC. History No change 45,917 7,206 0.1% 0.1% 263 0 0.0% Q2 2026 Aug 12, 2026
Ironwood Financial, llc History No change 46,094 7,181 1.12% 1.12% 264 0 0.0% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History No change 45,585 7,154 0.24% 0.24% 265 0 0.0% Q2 2026 Jul 24, 2026
Diversified Trust Co History No change 45,540 7,147 0.11% 0.11% 266 0 0.0% Q2 2026 Jul 17, 2026
Harpswell Capital Advisors, LLC History No change 44,580 6,996 4.49% 4.49% 267 0 0.0% Q2 2026 Aug 05, 2026
Clear Street Group Inc. History No change 44,449 6,976 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 44,425 6,972 0.11% 0.11% 269 0 0.0% Q2 2026 Aug 05, 2026
Wealth Management Nebraska History No change 44,203 6,937 0.62% 0.62% 270 0 0.0% Q2 2026 Jul 27, 2026
Barry Investment Advisors, LLC History No change 44,056 6,914 1.45% 1.45% 271 0 0.0% Q2 2026 Jul 09, 2026
ICONIQ Capital, LLC History No change 44,050 6,913 0.2% 0.2% 272 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 43,665 6,853 0.13% 0.13% 273 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 43,420 6,814 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 13, 2026
Donor Advised Charitable Giving, Inc. History No change 43,400 6,811 0.15% 0.15% 275 0 0.0% Q2 2026 Jul 24, 2026
CENTAURUS FINANCIAL, INC. History No change 42,830 6,722 0.26% 0.26% 276 0 0.0% Q2 2026 Aug 17, 2026
MYECFO, LLC History No change 42,740 6,708 2.53% 2.53% 277 0 0.0% Q2 2026 Aug 10, 2026
Fortis Group Advisors, LLC History No change 42,390 6,653 1.06% 1.06% 278 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Investment Management History No change 41,885 6,573 2.24% 2.24% 279 0 0.0% Q2 2026 Aug 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 41,754 6,553 0.03% 0.03% 280 0 0.0% Q2 2026 Sep 23, 2026
Caprock Group, LLC History No change 41,331 6,486 0.12% 0.12% 281 0 0.0% Q2 2026 Jul 27, 2026
Arbor Investment Advisors, LLC History No change 41,321 6,485 0.73% 0.73% 282 0 0.0% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 40,990 6,433 2.97% 2.97% 283 0 0.0% Q2 2026 Sep 18, 2026
EP Wealth Advisors, LLC History No change 40,904 6,419 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 11, 2026
CURA WEALTH ADVISORS, LLC History No change 40,637 6,378 2.72% 2.72% 285 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Financial Partners, Inc. History No change 40,340 6,331 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 40,067 6,288 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 39,900 6,262 0.09% 0.09% 288 0 0.0% Q2 2026 Aug 10, 2026
Catalyst Investment Management LLC History No change 39,295 6,167 5.6% 5.6% 289 0 0.0% Q2 2026 Aug 10, 2026
Silver Coast Investments LLC History No change 39,123 6,140 1.83% 1.83% 290 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 38,955 6,113 0.07% 0.07% 291 0 0.0% Q2 2026 Aug 18, 2026
Northstar Group, Inc. History No change 38,729 6,078 0.78% 0.78% 292 0 0.0% Q2 2026 Aug 03, 2026
PLANNING DIRECTIONS INC History No change 38,436 6,032 2.79% 2.79% 293 0 0.0% Q2 2026 Aug 10, 2026
NavPoint Financial, Inc. History No change 38,209 5,996 2.22% 2.22% 294 0 0.0% Q2 2026 Jul 23, 2026
Secure Asset Management, LLC History No change 38,058 5,973 0.84% 0.84% 295 0 0.0% Q2 2026 Jul 15, 2026
FIRST FINANCIAL BANKSHARES INC History No change 37,793 5,931 0.11% 0.11% 296 0 0.0% Q2 2026 Aug 11, 2026
VVR Holdings LLC History No change 37,652 5,909 2.56% 2.56% 297 0 0.0% Q2 2026 Jul 15, 2026
WESPAC Advisors, LLC History No change 37,241 5,844 2.85% 2.85% 298 0 0.0% Q2 2026 Aug 10, 2026
Hegarty Advisors, LLC History No change 37,108 5,824 4.01% 4.01% 299 0 0.0% Q2 2026 Jul 27, 2026
Intergy Private Wealth, LLC History No change 36,848 5,783 1.34% 1.34% 300 0 0.0% Q2 2026 Jul 17, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 36,714 5,762 0.9% 0.9% 301 0 0.0% Q2 2026 Jul 23, 2026
SummitTX Capital, L.P. History No change 36,028 5,654 0.15% 0.15% 302 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 35,577 5,583 0.58% 0.58% 303 0 0.0% Q2 2026 Jul 23, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 35,472 5,567 0.94% 0.94% 304 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 35,164 5,518 0.09% 0.09% 305 0 0.0% Q2 2026 Jul 28, 2026
Numerai GP LLC History No change 35,083 5,506 0.45% 0.45% 306 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Partners LLC History No change 34,761 5,455 4.74% 4.74% 307 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Partners, LLC History No change 34,539 5,420 0.07% 0.07% 308 0 0.0% Q2 2026 Jul 17, 2026
Novak & Powell Financial Services, Inc. History No change 34,457 5,408 2.55% 2.55% 309 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 34,309 5,384 0.68% 0.68% 310 0 0.0% Q2 2026 Jul 14, 2026
Manchester Capital Management LLC History No change 34,119 5,354 0.7% 0.7% 311 0 0.0% Q2 2026 Aug 13, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 34,061 5,346 1.98% 1.98% 312 0 0.0% Q2 2026 Jul 21, 2026
Affiance Financial, LLC History No change 33,815 5,307 0.76% 0.76% 313 0 0.0% Q2 2026 Jul 09, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 33,735 5,294 0.08% 0.08% 314 0 0.0% Q2 2026 Aug 11, 2026
Royal Fund Management, LLC History No change 33,695 5,288 0.44% 0.44% 315 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 33,569 5,268 0.12% 0.12% 316 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Advisors, LP History No change 33,151 5,203 0.06% 0.06% 317 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 33,012 5,181 0.32% 0.32% 318 0 0.0% Q2 2026 Aug 10, 2026
Greenline Partners, LLC History No change 32,660 5,125 0.52% 0.52% 319 0 0.0% Q2 2026 Aug 14, 2026
Galilei Investment Office LLP History No change 32,623 5,120 2.35% 2.35% 320 0 0.0% Q2 2026 Jul 30, 2026
Atomic Invest LLC History No change 32,253 5,025 0.44% 0.44% 321 0 0.0% Q2 2026 Sep 25, 2026
Mayflower Financial Advisors, LLC History No change 31,884 5,004 0.43% 0.43% 322 0 0.0% Q2 2026 Jul 09, 2026
KINTRA WEALTH, LLC History No change 30,599 4,969 0.26% 0.26% 323 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 31,654 4,968 0.09% 0.09% 324 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 31,627 4,963 0.06% 0.06% 325 0 0.0% Q2 2026 Aug 07, 2026
Empire Life Investments Inc. History No change 31,600 4,959 0.28% 0.28% 326 0 0.0% Q2 2026 Jul 24, 2026
Van Cleef Asset Management,Inc History No change 31,472 4,939 0.5% 0.5% 327 0 0.0% Q2 2026 Aug 03, 2026
Endowment Wealth Management, Inc. History No change 31,316 4,915 1.9% 1.9% 328 0 0.0% Q2 2026 Aug 05, 2026
Optivise Advisory Services LLC History No change 31,101 4,881 2.48% 2.48% 329 0 0.0% Q2 2026 Jul 13, 2026
LongView Wealth Management History No change 31,043 4,872 1.25% 1.25% 330 0 0.0% Q2 2026 Jul 17, 2026
Modera Wealth Management, LLC History No change 30,933 4,854 0.05% 0.05% 331 0 0.0% Q2 2026 Aug 03, 2026
Capital International Investors History No change 30,896 4,817 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 29,924 4,696 0.39% 0.39% 333 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 29,924 4,696 0.52% 0.52% 334 0 0.0% Q2 2026 Aug 14, 2026
SilverOak Wealth Management LLC History No change 28,625 4,492 0.58% 0.58% 335 0 0.0% Q2 2026 Jul 29, 2026
River Street Advisors LLC History No change 28,493 4,472 1.32% 1.32% 336 0 0.0% Q2 2026 Jul 21, 2026
MANCHESTER FINANCIAL INC History No change 28,344 4,448 0.79% 0.79% 337 0 0.0% Q2 2026 Jul 17, 2026
MEITAV INVESTMENT HOUSE LTD History No change 28,071 4,403 0.03% 0.03% 338 0 0.0% Q2 2026 Jul 20, 2026
CHILTON INVESTMENT CO INC. History No change 28,047 4,401 0.11% 0.11% 339 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 28,160 4,395 0.36% 0.36% 340 0 0.0% Q2 2026 Aug 07, 2026
ARIEL INVESTMENTS, LLC History No change 27,941 4,385 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 14, 2026
Windsor Advisory Group, LLC History No change 27,435 4,306 3.13% 3.13% 342 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 27,309 4,286 0.05% 0.05% 343 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 27,303 4,285 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 30, 2026
Fort Point Capital Partners LLC History No change 26,953 4,230 0.29% 0.29% 345 0 0.0% Q2 2026 Aug 14, 2026
Neumann Capital Management, LLC History No change 26,908 4,223 2.79% 2.79% 346 0 0.0% Q2 2026 Jul 10, 2026
Savant Capital, LLC History No change 28,346 4,186 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 10, 2026
Greenspring Advisors, LLC History No change 26,662 4,184 0.23% 0.23% 348 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 26,527 4,163 0.08% 0.08% 349 0 0.0% Q2 2026 Jul 09, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 26,357 4,136 1.67% 1.67% 350 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 26,224 4,115 0.02% 0.02% 351 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 26,040 4,086 0.06% 0.06% 352 0 0.0% Q2 2026 Jul 14, 2026
EQUITY INVESTMENT CORP History No change 26,012 4,082 0.08% 0.08% 353 0 0.0% Q2 2026 Aug 07, 2026
Curi Capital, LLC History No change 25,875 4,061 0.06% 0.06% 354 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 25,870 4,060 0.16% 0.16% 355 0 0.0% Q2 2026 Jul 27, 2026
Ridgewood Investments LLC History Reduced 25,473 4,020 1.48% 1.53% 356 -615 -2.36% Q3 2026 Oct 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 25,581 4,014 0.06% 0.06% 357 0 0.0% Q2 2026 Aug 03, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 24,694 3,980 1.3% 1.3% 358 0 0.0% Q2 2026 Aug 13, 2026
Ridgepath Capital Management LLC History No change 25,040 3,930 1.73% 1.73% 359 0 0.0% Q2 2026 Aug 20, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 25,031 3,928 0.91% 0.91% 360 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 24,558 3,854 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 24,536 3,850 0.14% 0.14% 362 0 0.0% Q2 2026 Aug 14, 2026
LAVELLE CAPITAL LP History No change 24,485 3,842 1.66% 1.66% 363 0 0.0% Q2 2026 Jul 22, 2026
Lynx Investment Advisory History No change 24,446 3,836 1.26% 1.26% 364 0 0.0% Q2 2026 Jul 27, 2026
Tanager Wealth Management LLP History No change 24,297 3,813 0.33% 0.33% 365 0 0.0% Q2 2026 Jul 23, 2026
Wilson & Boucher Capital Management, LLC History No change 23,993 3,765 2.21% 2.21% 366 0 0.0% Q2 2026 Aug 18, 2026
Forum Finance Group S.A. History No change 29,231 3,707 1.33% 1.33% 367 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 23,436 3,678 0.07% 0.07% 368 0 0.0% Q2 2026 Jul 20, 2026
South Shore Capital Advisors History No change 23,348 3,664 2.45% 2.45% 369 0 0.0% Q2 2026 Jul 30, 2026
Aspiring Ventures, LLC History No change 23,318 3,659 0.89% 0.89% 370 0 0.0% Q2 2026 Aug 05, 2026
Portside Wealth Group, LLC History No change 23,288 3,655 0.43% 0.43% 371 0 0.0% Q2 2026 Jul 14, 2026
Freestone Capital Holdings, LLC History No change 23,165 3,635 0.09% 0.09% 372 0 0.0% Q2 2026 Jul 31, 2026
Asset Management Group, Inc. History No change 23,125 3,629 0.53% 0.53% 373 0 0.0% Q2 2026 Aug 14, 2026
Ameliora Wealth Management Ltd. History No change 23,111 3,627 1.08% 1.08% 374 0 0.0% Q2 2026 Jul 24, 2026
Stokes Family Office, LLC History No change 23,095 3,624 0.42% 0.42% 375 0 0.0% Q2 2026 Aug 11, 2026
Financial Plan, Inc. History No change 22,679 3,559 0.34% 0.34% 376 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 22,567 3,541 0.07% 0.07% 377 0 0.0% Q2 2026 Jul 15, 2026
BSW Wealth Partners History No change 22,524 3,535 0.39% 0.39% 378 0 0.0% Q2 2026 Jul 15, 2026
Allie Family Office LLC History No change 22,090 3,507 1.3% 1.3% 379 0 0.0% Q2 2026 Oct 02, 2026
SIGNATUREFD, LLC History No change 22,305 3,500 0.05% 0.05% 380 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,279 3,496 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 22,268 3,494 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 10, 2026
GC Wealth Management RIA, LLC History No change 21,935 3,442 0.2% 0.2% 383 0 0.0% Q2 2026 Jul 16, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 21,859 3,430 0.32% 0.32% 384 0 0.0% Q2 2026 Jul 14, 2026
Destiny Wealth Partners, LLC History No change 21,998 3,428 0.48% 0.48% 385 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 21,717 3,408 0.07% 0.07% 386 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 21,500 3,393 0.26% 0.25% 387 0 0.0% Q3 2026 Oct 06, 2026
Well Done, LLC History No change 21,245 3,334 0.45% 0.45% 388 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 21,210 3,328 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 21,131 3,315 0.67% 0.67% 390 0 0.0% Q2 2026 Aug 12, 2026
Midwestern Financial, LLC /IA History No change 20,796 3,263 2.28% 2.28% 391 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 20,776 3,260 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 20,602 3,233 0.09% 0.09% 393 0 0.0% Q2 2026 Aug 11, 2026
Cogent Private Wealth, Inc. History No change 20,587 3,231 2.02% 2.02% 394 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 20,534 3,222 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIENT ADVISORS LLC History No change 20,411 3,203 0.46% 0.46% 396 0 0.0% Q2 2026 Aug 07, 2026
Gladstone Institutional Advisory LLC History No change 20,402 3,202 0.1% 0.1% 397 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 20,400 3,201 5.98% 5.98% 398 0 0.0% Q2 2026 Aug 10, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 20,300 3,186 0.18% 0.18% 399 0 0.0% Q2 2026 Aug 05, 2026
Permanens Capital L.P. History No change 20,200 3,170 0.33% 0.33% 400 0 0.0% Q2 2026 Aug 14, 2026
Luminist Capital LLC History No change 20,139 3,160 3.55% 3.55% 401 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 20,094 3,153 1.96% 1.96% 402 0 0.0% Q2 2026 Aug 14, 2026
INNEALTA CAPITAL, LLC History No change 19,879 3,120 1.66% 1.66% 403 0 0.0% Q2 2026 Aug 04, 2026
Symmetry Partners, LLC History No change 19,871 3,118 0.16% 0.16% 404 0 0.0% Q2 2026 Jul 23, 2026
Prime Buchholz LLC History No change 19,773 3,103 1.12% 1.12% 405 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 19,484 3,057 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 13, 2026
Ashford Advisors, LLC History No change 19,463 3,054 0.63% 0.63% 407 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 19,356 3,037 0.06% 0.06% 408 0 0.0% Q2 2026 Jul 30, 2026
Sowell Financial Services LLC History No change 19,262 3,023 0.1% 0.1% 409 0 0.0% Q2 2026 Jul 17, 2026
BANK HAPOALIM BM History No change 19,179 3,010 0.2% 0.2% 410 0 0.0% Q2 2026 Aug 05, 2026
Strategic Blueprint, LLC History No change 19,033 2,987 0.15% 0.15% 411 0 0.0% Q2 2026 Jul 23, 2026
Creekside Partners History No change 18,862 2,960 1.07% 1.07% 412 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Advisor Solutions, LLC History No change 18,457 2,896 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 06, 2026
MILLENNIUM MANAGEMENT LLC History No change 18,400 2,887 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 18,458 2,883 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 27, 2026
Investment Planning Advisors, Inc. History No change 18,206 2,857 0.66% 0.66% 416 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 20,611 2,852 0.05% 0.05% 417 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 18,386 2,837 0.06% 0.06% 418 0 0.0% Q2 2026 Jul 29, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 17,996 2,824 0.37% 0.37% 419 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 17,958 2,818 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
Hartmann Taylor Wealth Management, LLC History No change 20,366 2,817 1.86% 1.86% 421 0 0.0% Q2 2026 Jul 28, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 17,676 2,774 0.42% 0.42% 422 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 17,515 2,749 0.08% 0.08% 423 0 0.0% Q2 2026 Jul 15, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 17,454 2,739 0.34% 0.34% 424 0 0.0% Q2 2026 Jul 09, 2026
Whipplewood Advisors, LLC History No change 17,407 2,732 1.84% 1.84% 425 0 0.0% Q2 2026 Jul 27, 2026
Colter Lewis Investment Partners LLC History No change 17,406 2,731 1.21% 1.21% 426 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 17,330 2,720 0.07% 0.07% 427 0 0.0% Q2 2026 Jul 31, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 17,289 2,713 0.13% 0.13% 428 0 0.0% Q2 2026 Jul 20, 2026
HT Partners LLC History No change 17,105 2,684 0.74% 0.74% 429 0 0.0% Q2 2026 Jul 16, 2026
CFS Investment Advisory Services, LLC History No change 17,173 2,681 0.18% 0.18% 430 0 0.0% Q2 2026 Jul 16, 2026
Kathmere Capital Management, LLC History No change 17,078 2,680 0.14% 0.14% 431 0 0.0% Q2 2026 Jul 29, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 17,000 2,668 0.04% 0.04% 432 0 0.0% Q2 2026 Aug 10, 2026
CANTOR FITZGERALD, L. P. History No change 16,960 2,661 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 16,830 2,641 0.3% 0.3% 434 0 0.0% Q2 2026 Jul 13, 2026
W1M Asset Management Ltd History No change 16,778 2,633 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 12, 2026
HTG Investment Advisors, Inc. History No change 16,636 2,610 0.67% 0.67% 436 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 16,340 2,565 0.07% 0.07% 437 0 0.0% Q2 2026 Jul 28, 2026
Astoria Strategic Wealth, Inc. History No change 16,308 2,559 0.58% 0.58% 438 0 0.0% Q2 2026 Jul 16, 2026
MGO ONE SEVEN LLC History No change 16,227 2,546 0.04% 0.04% 439 0 0.0% Q2 2026 Jul 31, 2026
EWA, LLC History No change 16,202 2,542 0.46% 0.46% 440 0 0.0% Q2 2026 Jul 14, 2026
Verus Financial Partners, Inc. History No change 16,143 2,533 0.22% 0.22% 441 0 0.0% Q2 2026 Jul 21, 2026
HRC WEALTH MANAGEMENT, LLC History No change 16,084 2,524 1.03% 1.03% 442 0 0.0% Q2 2026 Jul 10, 2026
AlTi Global, Inc. History No change 16,072 2,522 0.05% 0.05% 443 0 0.0% Q2 2026 Aug 05, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 15,945 2,502 0.38% 0.38% 444 0 0.0% Q2 2026 Jul 22, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 15,899 2,495 7.03% 7.03% 445 0 0.0% Q2 2026 Jul 30, 2026
Copia Wealth Management History No change 15,829 2,484 1.49% 1.49% 446 0 0.0% Q2 2026 Aug 17, 2026
FIRST CITIZENS BANK & TRUST CO History No change 15,741 2,470 0.04% 0.04% 447 0 0.0% Q2 2026 Jul 13, 2026
CX Institutional History Added to 15,471 2,442 0.07% 0.07% 448 +246 1.62% Q3 2026 Oct 02, 2026
CBM Financial, LLC History No change 15,751 2,437 1.45% 1.45% 449 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 15,468 2,427 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 10, 2026
SC&H Financial Advisors, Inc. History No change 15,380 2,413 0.32% 0.32% 451 0 0.0% Q2 2026 Aug 04, 2026
Redmond Asset Management, LLC History No change 15,367 2,411 0.6% 0.6% 452 0 0.0% Q2 2026 Aug 14, 2026
DV Trading LLC History No change 15,243 2,392 0.08% 0.08% 453 0 0.0% Q2 2026 Aug 14, 2026
Granite Bay Wealth Management, LLC History No change 15,005 2,355 0.22% 0.22% 454 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 14,859 2,332 0.03% 0.03% 455 0 0.0% Q2 2026 Aug 14, 2026
Junk Investment Group, LLC History No change 14,820 2,325 1.03% 1.03% 456 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Financial Group, LLC /NE/ History No change 14,703 2,307 1.42% 1.42% 457 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 14,442 2,266 0.03% 0.03% 458 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,410 2,261 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 07, 2026
Triumph Capital Management History No change 14,408 2,261 0.41% 0.41% 460 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 14,193 2,227 0.51% 0.51% 461 0 0.0% Q2 2026 Jul 08, 2026
Texas Yale Capital Corp. History No change 14,154 2,221 0.05% 0.05% 462 0 0.0% Q2 2026 Aug 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 14,025 2,201 0.15% 0.15% 463 0 0.0% Q2 2026 Jul 31, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,008 2,198 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 10, 2026
Fingerlakes Wealth Management, Inc. History No change 13,935 2,187 1.18% 1.18% 465 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 13,895 2,180 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
GR FINANCIAL GROUP, LLC History No change 13,875 2,177 0.3% 0.3% 467 0 0.0% Q2 2026 Aug 03, 2026
Silver Oak Advisory Group, Inc. History No change 13,825 2,169 0.86% 0.86% 468 0 0.0% Q2 2026 Jul 31, 2026
Focus Financial Network, Inc. History No change 13,689 2,148 0.07% 0.07% 469 0 0.0% Q2 2026 Jul 09, 2026
OPPENHEIMER & CO INC History No change 13,630 2,139 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 03, 2026
L.K. Benson & Company, P.C. History No change 13,632 2,139 0.65% 0.65% 471 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 13,345 2,094 0.14% 0.14% 472 0 0.0% Q2 2026 Aug 11, 2026
MAYPORT, LLC History No change 13,281 2,084 0.32% 0.32% 473 0 0.0% Q2 2026 Aug 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 13,274 2,083 0.03% 0.03% 474 0 0.0% Q2 2026 Jul 24, 2026
180 WEALTH ADVISORS, LLC History No change 13,218 2,074 0.21% 0.21% 475 0 0.0% Q2 2026 Jul 07, 2026
TWO SIGMA SECURITIES, LLC History No change 13,193 2,070 0.18% 0.18% 476 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 13,083 2,053 0.1% 0.1% 477 0 0.0% Q2 2026 Jul 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,072 2,051 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,023 2,044 0.02% 0.02% 479 0 0.0% Q2 2026 Jul 20, 2026
VANGUARD ADVISERS INC History No change 12,949 2,032 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 12,833 2,014 0.08% 0.08% 481 0 0.0% Q2 2026 Jul 02, 2026
Abacus Planning Group, Inc. History No change 12,807 2,010 0.25% 0.25% 482 0 0.0% Q2 2026 Jul 20, 2026
Midwest Trust Co History No change 12,615 1,979 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Group, LLC History Added to 12,499 1,972 0.15% 0.15% 484 +1 0.01% Q3 2026 Oct 01, 2026
Keating Financial Advisory Services, Inc. History No change 12,474 1,957 0.26% 0.26% 485 0 0.0% Q2 2026 Aug 11, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 12,387 1,944 0.2% 0.2% 486 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,357 1,939 0.05% 0.05% 487 0 0.0% Q2 2026 Aug 10, 2026
Americana Partners, LLC History No change 12,355 1,939 0.04% 0.04% 488 0 0.0% Q2 2026 Aug 05, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 12,335 1,935 1.06% 1.06% 489 0 0.0% Q2 2026 Jul 20, 2026
Attessa Capital LLC History No change 12,263 1,924 0.86% 0.86% 490 0 0.0% Q2 2026 Jul 07, 2026
Merited Wealth, LLC History No change 12,237 1,920 1.36% 1.36% 491 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 12,172 1,910 0.1% 0.1% 492 0 0.0% Q2 2026 Aug 10, 2026
Union Bancaire Privee, UBP SA History No change 16,145 1,899 0.02% 0.02% 493 0 0.0% Q2 2026 Jul 16, 2026
Carroll Advisory Group, LLC History No change 12,095 1,898 0.62% 0.62% 494 0 0.0% Q2 2026 Jul 23, 2026
HSBC HOLDINGS PLC History No change 12,034 1,888 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
Family Manage LLC History No change 11,987 1,881 0.19% 0.19% 496 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,943 1,874 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 10, 2026
Andrews Advisory Associates, LLC History No change 11,940 1,874 0.9% 0.9% 498 0 0.0% Q2 2026 Jul 17, 2026
Weiss Asset Management LP History No change 11,920 1,870 0.02% 0.02% 499 0 0.0% Q2 2026 Aug 14, 2026
Successful Portfolios LLC History No change 11,821 1,859 0.87% 0.87% 500 0 0.0% Q2 2026 Jul 14, 2026
Five Pine Wealth Management History No change 11,799 1,851 1.05% 1.05% 501 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 11,621 1,823 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 11,473 1,800 0.08% 0.08% 503 0 0.0% Q2 2026 Aug 04, 2026
Downshift Financial, LLC History No change 11,468 1,799 0.81% 0.81% 504 0 0.0% Q2 2026 Aug 12, 2026
Value Investment Professionals, LLC History No change 11,450 1,797 1.51% 1.51% 505 0 0.0% Q2 2026 Jul 07, 2026
Tannin Capital LLC History No change 11,424 1,792 1.18% 1.18% 506 0 0.0% Q2 2026 Aug 04, 2026
Alliance Wealth Advisors, LLC /UT History No change 11,351 1,781 0.34% 0.34% 507 0 0.0% Q2 2026 Jul 23, 2026
Ferguson Shapiro LLC History No change 11,315 1,775 0.52% 0.52% 508 0 0.0% Q2 2026 Jul 09, 2026
Triangle Securities Wealth Management History No change 11,296 1,772 0.35% 0.35% 509 0 0.0% Q2 2026 Jul 14, 2026
Rockingstone Advisors LLC History No change 11,187 1,755 0.7% 0.7% 510 0 0.0% Q2 2026 Jul 13, 2026
Balentine LLC History No change 11,130 1,746 0.06% 0.06% 511 0 0.0% Q2 2026 Aug 06, 2026
NICOLET BANKSHARES INC History No change 11,049 1,736 0.06% 0.06% 512 0 0.0% Q2 2026 Aug 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 11,039 1,732 0.13% 0.13% 513 0 0.0% Q2 2026 Jul 16, 2026
Graves Light Lenhart Wealth, Inc. History No change 11,018 1,729 0.16% 0.16% 514 0 0.0% Q2 2026 Jul 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 10,996 1,725 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 13, 2026
Latitude Advisors, LLC History No change 10,939 1,716 0.68% 0.68% 516 0 0.0% Q2 2026 Jul 27, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 10,800 1,695 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 13, 2026
Manuka Financial, LLC History No change 10,771 1,690 0.88% 0.88% 518 0 0.0% Q2 2026 Jul 31, 2026
WMG Financial Advisors, LLC History No change 10,702 1,679 0.63% 0.63% 519 0 0.0% Q2 2026 Jul 23, 2026
CGN Advisors LLC History No change 10,635 1,669 0.12% 0.12% 520 0 0.0% Q2 2026 Jul 06, 2026
Flatrock Wealth Partners LLC History No change 10,612 1,665 0.65% 0.65% 521 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 10,589 1,661 0.06% 0.06% 522 0 0.0% Q2 2026 Jul 22, 2026
Montis Financial, LLC History No change 10,560 1,657 0.34% 0.34% 523 0 0.0% Q2 2026 Aug 05, 2026
New Capital Management LP History No change 10,542 1,654 0.38% 0.38% 524 0 0.0% Q2 2026 Jul 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 10,512 1,649 0.1% 0.1% 525 0 0.0% Q2 2026 Jul 15, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 10,495 1,647 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 13, 2026
Trellis Wealth Advisors LLC History No change 10,454 1,640 0.56% 0.56% 527 0 0.0% Q2 2026 Jul 15, 2026
Tidal Investments LLC History No change 10,445 1,639 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 10,438 1,638 0.06% 0.06% 529 0 0.0% Q2 2026 Aug 05, 2026
Sage Investment Counsel LLC History No change 10,260 1,610 1.61% 1.61% 530 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History No change 10,221 1,604 0.08% 0.08% 531 0 0.0% Q2 2026 Jul 10, 2026
Fiduciary Group, LLC History No change 10,180 1,597 0.13% 0.13% 532 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 10,174 1,596 0.08% 0.08% 533 0 0.0% Q2 2026 Jul 16, 2026
Roehl & Yi Investment Advisors, LLC History No change 10,168 1,595 0.52% 0.52% 534 0 0.0% Q2 2026 Aug 13, 2026
Towneley Capital Management, Inc / DE History No change 10,159 1,594 0.31% 0.31% 535 0 0.0% Q2 2026 Jul 30, 2026
Compound Planning, Inc. History No change 10,148 1,592 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 10,096 1,584 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Advisors, LLC History No change 10,076 1,581 0.18% 0.18% 538 0 0.0% Q2 2026 Jul 31, 2026
F&V Capital Management, LLC History No change 10,050 1,577 0.29% 0.29% 539 0 0.0% Q2 2026 Jul 21, 2026
MidAtlantic Capital Management, Inc. History No change 10,004 1,570 0.98% 0.98% 540 0 0.0% Q2 2026 Aug 10, 2026
RBF Capital, LLC History No change 10,000 1,569 0.07% 0.07% 541 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 9,894 1,552 0.06% 0.06% 542 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 9,881 1,550 0.04% 0.04% 543 0 0.0% Q2 2026 Aug 14, 2026
Windward Private Wealth Management Inc. History No change 9,750 1,530 0.49% 0.49% 544 0 0.0% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History No change 9,724 1,526 0.03% 0.03% 545 0 0.0% Q2 2026 Aug 14, 2026
Hubbell Strickland Wealth Management, LLC History No change 9,675 1,518 0.55% 0.55% 546 0 0.0% Q2 2026 Jul 29, 2026
TrustWell Financial Advisors, LLC History No change 9,655 1,515 1.29% 1.29% 547 0 0.0% Q2 2026 Jul 22, 2026
Krilogy Financial LLC History No change 9,651 1,514 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 27, 2026
Tudor Financial Inc. History No change 9,530 1,495 0.67% 0.67% 549 0 0.0% Q2 2026 Aug 10, 2026
FF Advisors,LLC History No change 9,470 1,486 0.56% 0.56% 550 0 0.0% Q2 2026 Jul 29, 2026
Brickley Wealth Management History No change 9,441 1,481 0.21% 0.21% 551 0 0.0% Q2 2026 Jul 13, 2026
Tortoise Investment Management, LLC History No change 9,425 1,479 0.11% 0.11% 552 0 0.0% Q2 2026 Aug 07, 2026
HFM Investment Advisors, LLC History No change 9,404 1,475 0.52% 0.52% 553 0 0.0% Q2 2026 Aug 04, 2026
SAX WEALTH ADVISORS, LLC History No change 10,615 1,468 0.06% 0.06% 554 0 0.0% Q2 2026 Jul 09, 2026
Drystone LLC History No change 9,328 1,464 1.2% 1.2% 555 0 0.0% Q2 2026 Jul 24, 2026
Roundview Capital LLC History No change 9,317 1,462 0.08% 0.08% 556 0 0.0% Q2 2026 Jul 30, 2026
Lantern Wealth Advisors, LLC History No change 9,148 1,435 0.66% 0.66% 557 0 0.0% Q2 2026 Jul 28, 2026
Principle Wealth Partners LLC History No change 9,123 1,431 0.07% 0.07% 558 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 9,105 1,429 0.05% 0.05% 559 0 0.0% Q2 2026 Aug 06, 2026
Pine Harbor Wealth Management, LLC History No change 8,968 1,407 0.38% 0.38% 560 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Private Wealth, LLC History No change 8,713 1,407 0.92% 0.92% 561 0 0.0% Q2 2026 Aug 13, 2026
Mosaic Advisors LLC History No change 8,957 1,405 1.89% 1.89% 562 0 0.0% Q2 2026 Aug 07, 2026
Discipline Wealth Solutions, LLC History No change 8,836 1,386 0.12% 0.12% 563 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 8,816 1,383 0.03% 0.03% 564 0 0.0% Q2 2026 Aug 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 8,785 1,378 0.11% 0.11% 565 0 0.0% Q2 2026 Aug 14, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 8,687 1,371 0.41% 0.37% 567 +1,227 16.45% Q3 2026 Oct 01, 2026
Keel Point, LLC History No change 8,741 1,371 0.08% 0.08% 566 0 0.0% Q2 2026 Aug 14, 2026
VISTA CAPITAL PARTNERS, INC. History No change 8,733 1,370 0.12% 0.12% 568 0 0.0% Q2 2026 Jul 23, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 8,687 1,363 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 22, 2026
Advisor OS, LLC History No change 8,650 1,357 0.09% 0.09% 570 0 0.0% Q2 2026 Aug 05, 2026
Compass Financial Group, INC/SD History No change 8,647 1,357 0.16% 0.16% 571 0 0.0% Q2 2026 Aug 04, 2026
Kendall Capital Management History No change 8,618 1,352 0.23% 0.23% 572 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 8,549 1,349 0.12% 0.12% 573 +3 0.04% Q3 2026 Oct 01, 2026
SteelPeak Wealth, LLC History No change 8,554 1,342 0.03% 0.03% 574 0 0.0% Q2 2026 Jul 13, 2026
Trevian Wealth Management LLC History No change 8,534 1,339 0.57% 0.57% 575 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 8,508 1,335 0.1% 0.1% 576 0 0.0% Q2 2026 Aug 14, 2026
Calamos Advisors LLC History No change 8,500 1,334 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 31, 2026
Indivisible Partners History No change 8,504 1,334 0.08% 0.08% 578 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 8,499 1,333 0.07% 0.07% 579 0 0.0% Q2 2026 Jul 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 8,473 1,329 0.15% 0.15% 580 0 0.0% Q2 2026 Jul 09, 2026
Sellwood Investment Partners LLC History No change 8,412 1,320 0.47% 0.47% 581 0 0.0% Q2 2026 Jul 27, 2026
Brand Asset Management Group, Inc. History No change 8,360 1,312 0.29% 0.29% 582 0 0.0% Q2 2026 Aug 12, 2026
Unison Advisors LLC History No change 8,347 1,309 0.09% 0.09% 583 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF VERMONT History No change 8,328 1,307 0.05% 0.05% 584 0 0.0% Q2 2026 Aug 07, 2026
Sonoma Private Wealth LLC History No change 8,290 1,301 1.4% 1.4% 585 0 0.0% Q2 2026 Aug 14, 2026
PENNINGTON PARTNERS & CO., LLC History No change 8,250 1,294 0.41% 0.41% 586 0 0.0% Q2 2026 Aug 14, 2026
Shah Wealth Advisors, LLC History No change 8,190 1,285 0.3% 0.3% 587 0 0.0% Q2 2026 Aug 07, 2026
Selby Wealth Management, LLC History No change 8,145 1,278 0.45% 0.45% 588 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 8,086 1,269 0.04% 0.04% 589 0 0.0% Q2 2026 Aug 13, 2026
GEN Financial Management, INC. History No change 8,004 1,256 0.75% 0.75% 590 0 0.0% Q2 2026 Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 7,992 1,254 0.24% 0.24% 591 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 7,972 1,251 0.14% 0.14% 592 0 0.0% Q2 2026 Jul 10, 2026
C M BIDWELL & ASSOCIATES LTD History No change 7,955 1,248 0.51% 0.51% 593 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 7,949 1,247 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 06, 2026
Ackerman Capital Advisors, LLC History No change 7,918 1,242 0.25% 0.25% 595 0 0.0% Q2 2026 Jul 30, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 7,916 1,242 0.12% 0.12% 596 0 0.0% Q2 2026 Jul 29, 2026
Aspen Capital Management, LLC History No change 7,911 1,241 0.27% 0.27% 597 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 7,896 1,239 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 04, 2026
Three Arch Wealth Management LLC History No change 7,879 1,236 0.19% 0.19% 599 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 7,868 1,234 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 12, 2026
Waterloo Capital, L.P. History No change 7,803 1,224 0.07% 0.07% 601 0 0.0% Q2 2026 Jul 29, 2026
Nicholas Hoffman & Company, LLC. History No change 7,795 1,223 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 04, 2026
Daybright Advisory Services, Inc. History No change 7,843 1,222 0.29% 0.29% 603 0 0.0% Q2 2026 Aug 04, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 7,719 1,211 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 04, 2026
WESTBOURNE INVESTMENTS, INC. History No change 7,665 1,203 0.49% 0.49% 605 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 7,613 1,194 0.05% 0.05% 606 0 0.0% Q2 2026 Aug 20, 2026
New England Professional Planning Group Inc. History No change 7,574 1,188 0.44% 0.44% 607 0 0.0% Q2 2026 Jul 28, 2026
Johnson & White Wealth Management, LLC History No change 7,561 1,186 0.44% 0.44% 608 0 0.0% Q2 2026 Jul 16, 2026
Dodds Wealth, LLC History No change 7,539 1,183 0.27% 0.27% 609 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 7,525 1,181 0.24% 0.24% 610 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 7,507 1,178 0.11% 0.11% 611 0 0.0% Q2 2026 Aug 13, 2026
JTC Employer Solutions Trustee Ltd History No change 7,500 1,177 0.09% 0.09% 612 0 0.0% Q2 2026 Jul 31, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 7,487 1,175 0.16% 0.16% 613 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 7,475 1,173 0.29% 0.29% 614 0 0.0% Q2 2026 Jul 24, 2026
Baker Avenue Asset Management, LP History No change 7,438 1,167 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 28, 2026
Strait & Sound Wealth Management LLC History No change 7,440 1,167 0.41% 0.41% 616 0 0.0% Q2 2026 Aug 17, 2026
STRATEGY ASSET MANAGERS LLC History No change 7,409 1,162 0.17% 0.17% 617 0 0.0% Q2 2026 Aug 14, 2026
Banco BTG Pactual S.A. History No change 7,405 1,162 0.1% 0.1% 618 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 7,363 1,155 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 15, 2026
BANTAMAC CAPITAL, LLC History No change 7,347 1,153 0.59% 0.59% 620 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 7,338 1,151 0.06% 0.06% 621 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Advisors LLC History No change 7,335 1,151 1.04% 1.04% 622 0 0.0% Q2 2026 Jul 27, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 7,300 1,144 0.39% 0.39% 623 0 0.0% Q2 2026 Jul 15, 2026
First PREMIER Bank History No change 7,268 1,141 0.18% 0.18% 624 0 0.0% Q2 2026 Jul 15, 2026
Arlington Trust Co LLC History No change 7,220 1,133 0.1% 0.1% 625 0 0.0% Q2 2026 Jul 07, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 7,180 1,126 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 7,169 1,125 0.03% 0.03% 627 0 0.0% Q2 2026 Jul 07, 2026
Squarepoint Ops LLC History No change 7,167 1,124 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 7,149 1,122 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 7,142 1,120 0.03% 0.03% 630 0 0.0% Q2 2026 Jul 20, 2026
Brightwater Advisory LLC History No change 7,138 1,120 0.71% 0.71% 631 0 0.0% Q2 2026 Aug 07, 2026
Manske Wealth Management History No change 7,130 1,119 0.28% 0.28% 632 0 0.0% Q2 2026 Aug 03, 2026
Warren Street Wealth Advisors, LLC History No change 7,118 1,117 0.25% 0.25% 633 0 0.0% Q2 2026 Jul 22, 2026
Archford Capital Strategies, LLC History No change 7,112 1,116 0.11% 0.11% 634 0 0.0% Q2 2026 Jul 17, 2026
Y.D. More Investments Ltd History No change 7,085 1,111 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 7,048 1,106 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 7,046 1,102 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 28, 2026
SWP FINANCIAL LLC History No change 6,991 1,097 0.51% 0.51% 638 0 0.0% Q2 2026 Jul 24, 2026
Urban Financial Advisory Corp History No change 6,975 1,094 0.3% 0.3% 639 0 0.0% Q2 2026 Aug 06, 2026
FC Advisory LLC History Added to 6,866 1,083 0.28% 0.28% 640 +18 0.26% Q3 2026 Oct 05, 2026
Newton One Investments LLC History No change 6,904 1,083 0.27% 0.27% 641 0 0.0% Q2 2026 Jul 22, 2026
Hopwood Nicholas Hunter History No change 6,893 1,081 0.3% 0.3% 642 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 6,870 1,078 0.08% 0.08% 643 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 7,764 1,073 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL CITY TRUST CO/FL History No change 6,815 1,069 0.22% 0.22% 645 0 0.0% Q2 2026 Aug 04, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 6,791 1,065 0.74% 0.74% 646 0 0.0% Q2 2026 Jul 23, 2026
Austin Wealth Management, LLC History No change 6,873 1,063 0.22% 0.22% 647 0 0.0% Q2 2026 Jul 22, 2026
TBH Global Asset Management, LLC History No change 6,730 1,056 0.19% 0.19% 648 0 0.0% Q2 2026 Aug 05, 2026
Steelhead Wealth Management LLC History No change 6,671 1,047 0.42% 0.42% 649 0 0.0% Q2 2026 Aug 13, 2026
FIRST INTERSTATE BANK History No change 6,650 1,043 0.05% 0.05% 650 0 0.0% Q2 2026 Jul 24, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 6,629 1,040 0.18% 0.18% 651 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 6,600 1,035 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 28, 2026
ADE, LLC History No change 6,540 1,026 0.43% 0.43% 653 0 0.0% Q2 2026 Aug 04, 2026
Birch Hill Investment Advisors LLC History No change 6,500 1,020 0.04% 0.04% 654 0 0.0% Q2 2026 Jul 21, 2026
BARLOW WEALTH PARTNERS, LLC History No change 6,525 1,016 0.11% 0.11% 655 0 0.0% Q2 2026 Jul 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 6,421 1,008 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 14, 2026
Berman McAleer LLC History No change 6,421 1,007 0.12% 0.12% 657 0 0.0% Q2 2026 Jul 16, 2026
Procyon Advisors, LLC History No change 6,389 1,002 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 09, 2026
Elite Financial, Inc. History No change 6,369 999 0.4% 0.4% 659 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 6,359 998 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 03, 2026
Financial Planning Fort Collins, LLC History No change 6,304 989 0.75% 0.75% 661 0 0.0% Q2 2026 Jul 10, 2026
Wakefield Asset Management LLLP History No change 6,297 988 0.22% 0.22% 662 0 0.0% Q2 2026 Aug 11, 2026
Vantus Wealth LLC History No change 6,300 988 0.53% 0.53% 663 0 0.0% Q2 2026 Aug 07, 2026
Vested Financial Planning, LLC History No change 6,279 985 0.66% 0.66% 664 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,195 972 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 6,170 968 0.05% 0.05% 666 0 0.0% Q2 2026 Jul 29, 2026
Chesley Taft & Associates LLC History No change 6,137 963 0.04% 0.04% 667 0 0.0% Q2 2026 Jul 08, 2026
COMMERCE BANK History No change 6,132 962 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 12, 2026
Cutler Capital Management, LLC History No change 6,135 962 0.25% 0.25% 669 0 0.0% Q2 2026 Aug 14, 2026
Spartan Wealth Advisory Services LLC History No change 6,083 954 0.08% 0.08% 670 0 0.0% Q2 2026 Aug 05, 2026
SMITH, MOORE & CO. History No change 6,040 947 0.06% 0.06% 671 0 0.0% Q2 2026 Aug 12, 2026
Belvedere Trading LLC History No change 5,984 939 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 31, 2026
BFI Infinity Ltd. History No change 5,977 938 0.28% 0.28% 673 0 0.0% Q2 2026 Jul 10, 2026
VISTA INVESTMENT MANAGEMENT History No change 5,939 932 0.28% 0.28% 674 0 0.0% Q2 2026 Aug 12, 2026
Mustard Seed Financial, LLC History No change 5,942 932 0.48% 0.48% 675 0 0.0% Q2 2026 Aug 05, 2026
Lumbard & Kellner, LLC History No change 5,914 928 0.28% 0.28% 676 0 0.0% Q2 2026 Aug 06, 2026
StoneX Group Inc. History No change 5,912 927 0.04% 0.04% 677 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,874 921 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 10, 2026
Schrum Private Wealth Management LLC History No change 7,243 912 0.94% 0.94% 679 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History No change 5,788 908 0.02% 0.02% 680 0 0.0% Q2 2026 Aug 05, 2026
Turtle Creek Wealth Advisors, LLC History No change 5,789 908 0.05% 0.05% 681 0 0.0% Q2 2026 Jul 27, 2026
TCI Wealth Advisors, Inc. History No change 5,686 892 0.04% 0.04% 682 0 0.0% Q2 2026 Jul 29, 2026
Riverwater Partners LLC History No change 5,683 891 0.26% 0.26% 683 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 5,661 888 0.02% 0.02% 684 0 0.0% Q2 2026 Jul 20, 2026
Roble, Belko & Company, Inc History No change 5,658 888 0.1% 0.1% 685 0 0.0% Q2 2026 Jul 24, 2026
Weaver Consulting Group History Reduced 5,584 881 0.17% 0.18% 686 -38 -0.68% Q3 2026 Oct 07, 2026
Main Street Financial Solutions, LLC History No change 5,602 879 0.06% 0.06% 687 0 0.0% Q2 2026 Aug 07, 2026
CLG LLC History No change 5,599 878 0.19% 0.19% 688 0 0.0% Q2 2026 Jul 16, 2026
Range Advisory, LLC History No change 5,592 877 0.1% 0.1% 689 0 0.0% Q2 2026 Sep 02, 2026
Plancorp, LLC History No change 5,594 871 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 14, 2026
CFO4Life Group, LLC History No change 5,515 865 0.12% 0.12% 691 0 0.0% Q2 2026 Aug 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 5,501 863 0.22% 0.22% 692 0 0.0% Q2 2026 Jul 13, 2026
Jupiter Topco LLC History No change 5,500 863 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 5,495 862 0.06% 0.06% 694 0 0.0% Q2 2026 Jul 20, 2026
Financial & Tax Architects, LLC History No change 5,486 860 0.18% 0.18% 695 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 5,473 858 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 12, 2026
August Group Capital Ltd History No change 5,442 854 0.94% 0.94% 697 0 0.0% Q2 2026 Aug 10, 2026
Ethic Inc. History No change 5,428 851 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 5,400 847 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 13, 2026
Sharkey, Howes & Javer History No change 5,392 846 0.1% 0.1% 700 0 0.0% Q2 2026 Jul 09, 2026
Triad Wealth Partners, LLC History No change 5,358 844 0.05% 0.05% 701 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,360 841 0.05% 0.05% 702 0 0.0% Q2 2026 Aug 07, 2026
Leading Edge Financial Planning LLC History No change 5,359 841 0.15% 0.15% 703 0 0.0% Q2 2026 Aug 06, 2026
Visionary Wealth Advisors History No change 5,319 834 0.03% 0.03% 704 0 0.0% Q2 2026 Aug 13, 2026
Christensen, King & Associates Investment Services, Inc. History No change 5,297 831 0.33% 0.33% 705 0 0.0% Q2 2026 Jul 14, 2026
Realta Investment Advisors History No change 5,289 830 0.26% 0.26% 706 0 0.0% Q2 2026 Jul 20, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 5,271 827 0.11% 0.11% 707 0 0.0% Q2 2026 Aug 11, 2026
ATLas Financial Planning LLC History No change 5,269 826 0.67% 0.67% 708 0 0.0% Q2 2026 Jul 22, 2026
Simplicity Wealth,LLC History No change 5,240 822 0.03% 0.03% 709 0 0.0% Q2 2026 Aug 06, 2026
JMG Financial Group, Ltd. History No change 5,237 821 0.02% 0.02% 710 0 0.0% Q2 2026 Jul 31, 2026
MayTech Global Investments, LLC History No change 5,224 819 0.09% 0.09% 711 0 0.0% Q2 2026 Jul 29, 2026
Five Oceans Advisors History No change 5,215 818 0.26% 0.26% 712 0 0.0% Q2 2026 Jul 15, 2026
HUB Investment Partners, LLC History No change 5,194 815 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 31, 2026
DAVENPORT & Co LLC History No change 5,170 811 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 13, 2026
TrueWealth Financial Partners History No change 5,116 802 0.33% 0.33% 715 0 0.0% Q2 2026 Aug 13, 2026
Verum Partners LLC History No change 5,093 799 0.12% 0.12% 716 0 0.0% Q2 2026 Jul 22, 2026
Brookstone Capital Management History No change 5,085 798 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 15, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,063 794 0.04% 0.04% 718 0 0.0% Q2 2026 Aug 06, 2026
Fermata Advisors, LLC History No change 5,058 793 0.16% 0.16% 719 0 0.0% Q2 2026 Jul 07, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 5,040 791 0.61% 0.61% 720 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 5,030 789 0.03% 0.03% 721 0 0.0% Q2 2026 Jul 24, 2026
Unify Financial Advisors History No change 5,005 785 0.72% 0.72% 722 0 0.0% Q2 2026 Jul 21, 2026
Symphony Financial, Ltd. Co. History No change 4,962 778 0.09% 0.09% 723 0 0.0% Q2 2026 Aug 03, 2026
Lincoln Capital LLC History No change 4,946 776 0.14% 0.14% 724 0 0.0% Q2 2026 Jul 07, 2026
Brewster Financial Planning LLC History No change 4,949 776 0.43% 0.43% 725 0 0.0% Q2 2026 Jul 14, 2026
American Money Management, LLC History No change 4,930 773 0.11% 0.11% 726 0 0.0% Q2 2026 Aug 13, 2026
Astoria Portfolio Advisors LLC. History No change 4,870 764 0.13% 0.13% 727 0 0.0% Q2 2026 Jul 28, 2026
Cooper Financial Group History Reduced 4,833 762 0.06% 0.06% 728 -12 -0.25% Q3 2026 Oct 07, 2026
Fragasso Financial Advisors Inc History No change 4,850 761 0.04% 0.04% 729 0 0.0% Q2 2026 Jul 09, 2026
Wallace Advisory Group, LLC History No change 4,821 756 0.71% 0.71% 730 0 0.0% Q2 2026 Aug 03, 2026
Maridea Wealth Management LLC History No change 4,785 751 0.08% 0.08% 731 0 0.0% Q2 2026 Aug 06, 2026
BCR Wealth Strategies, LLC History No change 4,743 744 0.21% 0.21% 732 0 0.0% Q2 2026 Jul 31, 2026
Paragon Capital Management Ltd History No change 4,726 741 0.14% 0.14% 733 0 0.0% Q2 2026 Jul 29, 2026
Advisory Alpha, LLC History No change 4,723 741 0.02% 0.02% 734 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 4,721 740 0.2% 0.2% 735 0 0.0% Q2 2026 Jul 22, 2026
Monument Capital Management History No change 4,713 739 0.15% 0.15% 736 0 0.0% Q2 2026 Jul 22, 2026
Blackston Financial Advisory Group, LLC History No change 4,691 736 0.41% 0.41% 737 0 0.0% Q2 2026 Aug 14, 2026
Mayfair Advisory Group, LLC History No change 4,767 735 0.22% 0.22% 738 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History No change 4,676 733 0.02% 0.02% 739 0 0.0% Q2 2026 Jul 24, 2026
Approach Retirement Advisors, LLC History No change 4,638 727 0.53% 0.53% 740 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,599 721 0.07% 0.07% 741 0 0.0% Q2 2026 Aug 07, 2026
FIRST MANHATTAN CO. LLC. History No change 4,569 717 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 14, 2026
Greenwich Wealth Management LLC History No change 4,525 710 0.03% 0.03% 743 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 4,529 710 0.04% 0.04% 744 0 0.0% Q2 2026 Aug 04, 2026
Tenzing Financial LLC History No change 4,502 710 0.49% 0.49% 745 0 0.0% Q2 2026 Jul 09, 2026
TCTC Holdings, LLC History No change 4,500 706 0.02% 0.02% 746 0 0.0% Q2 2026 Aug 11, 2026
National Philanthropic Trust History No change 4,494 705 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 4,427 694 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 4,401 690 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 12, 2026
GARRISON POINT ADVISORS, LLC History No change 4,400 690 0.28% 0.28% 750 0 0.0% Q2 2026 Jul 31, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 4,376 686 0.2% 0.2% 751 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Financial Group, LLC History No change 4,374 686 0.22% 0.22% 752 0 0.0% Q3 2026 Oct 06, 2026
GREENLEAF TRUST History No change 4,368 685 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 21, 2026
Synergy Financial Group, LTD History No change 4,367 685 0.49% 0.49% 754 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 4,362 684 0.05% 0.05% 755 0 0.0% Q2 2026 Jul 28, 2026
AMG National Trust Bank History No change 4,362 684 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 06, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 4,327 679 0.05% 0.05% 757 0 0.0% Q2 2026 Aug 05, 2026
Port Capital LLC History No change 4,316 677 0.03% 0.03% 758 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4,297 674 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 04, 2026
OAK FAMILY ADVISORS, LLC History No change 4,284 672 0.17% 0.17% 760 0 0.0% Q2 2026 Jul 20, 2026
REGIONS FINANCIAL CORP History No change 4,281 671 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 10, 2026
Hudock, Inc. History No change 4,279 671 0.09% 0.09% 762 0 0.0% Q2 2026 Jul 31, 2026
Clear Harbor Asset Management, LLC History No change 4,271 670 0.04% 0.04% 763 0 0.0% Q2 2026 Aug 12, 2026
Resolute Advisors LLC History No change 4,274 670 0.16% 0.16% 764 0 0.0% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History No change 4,246 666 0.1% 0.1% 765 0 0.0% Q2 2026 Aug 11, 2026
Flower City Capital History No change 4,226 663 0.29% 0.29% 766 0 0.0% Q2 2026 Jul 07, 2026
Estate Planners Group, LLC History No change 4,229 663 0.3% 0.3% 767 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 4,214 661 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 4,190 657 0.41% 0.41% 769 0 0.0% Q2 2026 Jul 28, 2026
LGL PARTNERS, LLC History No change 4,184 656 0.24% 0.24% 770 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 4,175 655 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 14, 2026
Olistico Wealth, LLC History No change 4,132 652 0.27% 0.28% 772 0 0.0% Q3 2026 Oct 05, 2026
Curbstone Financial Management Corp History No change 4,100 643 0.11% 0.11% 773 0 0.0% Q2 2026 Jul 14, 2026
Unconventional Investor, LLC History No change 4,092 642 0.27% 0.27% 774 0 0.0% Q2 2026 Aug 18, 2026
PARK AVENUE SECURITIES LLC History No change 4,080 640 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Advisor Solutions LLC History No change 4,075 639 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 07, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 4,036 633 0.08% 0.08% 777 0 0.0% Q2 2026 Jul 13, 2026
DSG Capital Advisors, LLC History No change 4,035 632 0.09% 0.09% 778 0 0.0% Q2 2026 Aug 06, 2026
DB Fitzpatrick & Co, Inc History No change 4,019 630 0.51% 0.51% 779 0 0.0% Q2 2026 Jul 16, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 3,995 627 0.08% 0.08% 780 0 0.0% Q2 2026 Jul 31, 2026
Lighthouse Financial LLC History No change 4,000 627 0.33% 0.33% 781 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 3,986 625 0.02% 0.02% 782 0 0.0% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 3,973 623 0.06% 0.06% 783 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 3,974 623 0.16% 0.16% 784 0 0.0% Q2 2026 Jul 07, 2026
Berger Financial Group, Inc History No change 3,967 622 0.03% 0.03% 785 0 0.0% Q2 2026 Aug 04, 2026
Ellenbecker Investment Group History No change 3,938 618 0.07% 0.07% 786 0 0.0% Q2 2026 Jul 27, 2026
McGinn Penninger Investment Management, Inc. History No change 3,930 617 0.38% 0.38% 787 0 0.0% Q2 2026 Jul 28, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 3,929 616 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 3,924 615 0.22% 0.22% 789 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,896 612 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 14, 2026
G&S Capital LLC History No change 3,901 612 0.18% 0.18% 791 0 0.0% Q2 2026 Jul 10, 2026
First Pacific Financial History No change 3,842 603 0.07% 0.07% 792 0 0.0% Q2 2026 Jul 20, 2026
Sterling Investment Advisors, Ltd. History No change 3,821 599 0.1% 0.1% 793 0 0.0% Q2 2026 Jul 28, 2026
AGF MANAGEMENT LTD History No change 3,798 596 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 10, 2026
Wick Capital Partners, LLC History No change 3,781 593 0.09% 0.09% 795 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 3,772 592 0.15% 0.15% 796 0 0.0% Q2 2026 Jul 28, 2026
L. Roy Papp & Associates, LLP History No change 3,768 591 0.06% 0.06% 797 0 0.0% Q2 2026 Jul 23, 2026
Battery Global Advisors, LLC History No change 3,770 591 0.3% 0.3% 798 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 3,766 591 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 3,755 589 0.03% 0.03% 800 0 0.0% Q2 2026 Jul 23, 2026
MorganRosel Wealth Management, LLC History No change 3,748 588 0.2% 0.2% 801 0 0.0% Q2 2026 Aug 14, 2026
Vilga Financial Planning LLC History No change 3,725 584 0.44% 0.44% 802 0 0.0% Q2 2026 Jul 09, 2026
HUNTINGTON NATIONAL BANK History No change 3,695 579 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 13, 2026
Ballast Financial Advisors LLC History No change 3,690 579 0.52% 0.52% 804 0 0.0% Q2 2026 Aug 13, 2026
BOS Asset Management, LLC History No change 3,685 578 0.13% 0.13% 805 0 0.0% Q2 2026 Jul 13, 2026
HARMONY ASSET MANAGEMENT LLC History No change 3,675 576 0.15% 0.15% 806 0 0.0% Q2 2026 Jul 20, 2026
J. Derek Lewis & Associates Inc. History No change 3,667 575 0.11% 0.11% 807 0 0.0% Q2 2026 Jul 31, 2026
Financial Synergies Wealth Advisors, Inc. History No change 3,659 574 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 17, 2026
Cassaday & Co Wealth Management LLC History No change 3,651 573 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 10, 2026
Gross & Hartman Investments LLC History No change 3,651 573 0.25% 0.25% 810 0 0.0% Q2 2026 Aug 13, 2026
Gutierrez Wealth Advisory, LLC History No change 3,651 572 0.33% 0.33% 811 0 0.0% Q2 2026 Aug 03, 2026
OPTIMA CAPITAL LLC History No change 3,627 569 0.22% 0.22% 812 0 0.0% Q2 2026 Jul 24, 2026
VSM Wealth Advisory, LLC History No change 3,596 564 0.15% 0.15% 813 0 0.0% Q2 2026 Jul 22, 2026
Cheviot Value Management, LLC History No change 3,571 560 0.06% 0.06% 814 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History No change 3,562 559 0.14% 0.14% 815 0 0.0% Q2 2026 Jul 08, 2026
Columbus Macro, LLC History No change 3,561 558 0.05% 0.05% 816 0 0.0% Q2 2026 Jul 22, 2026
FIRST FOUNDATION ADVISORS History No change 3,551 557 0.02% 0.02% 817 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 3,546 556 0.01% 0.01% 818 0 0.0% Q2 2026 Jul 28, 2026
Empower Advisory Group, LLC History No change 3,531 554 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 12, 2026
AVENIR CORP History No change 3,513 551 0.07% 0.07% 820 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 3,493 548 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 3,474 545 0.01% 0.01% 822 0 0.0% Q2 2026 Aug 06, 2026
Pekin Hardy Strauss, Inc. History No change 3,471 544 0.05% 0.05% 823 0 0.0% Q2 2026 Jul 30, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,449 541 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 15, 2026
Hanson & Doremus Investment Management History No change 3,435 539 0.05% 0.05% 825 0 0.0% Q2 2026 Jul 29, 2026
Rinkey Investments History No change 3,435 539 0.13% 0.13% 826 0 0.0% Q2 2026 Jul 20, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History No change 3,438 539 0.37% 0.37% 827 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 3,429 538 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 07, 2026
Forum Financial Management, LP History No change 3,410 535 0.01% 0.01% 829 0 0.0% Q2 2026 Jul 23, 2026
Perennial Advisors, LLC History No change 3,405 534 0.08% 0.08% 830 0 0.0% Q2 2026 Jul 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,415 533 0.03% 0.03% 831 0 0.0% Q2 2026 Jul 22, 2026
Geometric Wealth Advisors History No change 3,372 529 0.06% 0.06% 832 0 0.0% Q2 2026 Aug 11, 2026
Addis & Hill, Inc History No change 3,368 528 0.29% 0.29% 833 0 0.0% Q2 2026 Jul 07, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 3,361 527 0.27% 0.27% 834 0 0.0% Q2 2026 Jul 22, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 3,343 524 0.24% 0.24% 835 0 0.0% Q2 2026 Jul 29, 2026
CPR Investments Inc. History No change 3,341 524 0.4% 0.4% 836 0 0.0% Q2 2026 Jul 14, 2026
WealthSpring Partners, LLC History No change 3,333 523 0.45% 0.45% 837 0 0.0% Q2 2026 Aug 05, 2026
TCV Trust & Wealth Management, Inc. History No change 3,332 522 0.04% 0.04% 838 0 0.0% Q2 2026 Jul 24, 2026
EARNED WEALTH ADVISORS, LLC History No change 3,326 522 0.03% 0.03% 839 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 3,321 521 0.04% 0.04% 840 0 0.0% Q2 2026 Jul 07, 2026
Asset Dedication, LLC History No change 3,281 514 0.03% 0.03% 841 0 0.0% Q2 2026 Jul 30, 2026
Traynor Capital Management, Inc. History No change 3,265 512 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 22, 2026
J. Safra Sarasin Holding AG History No change 3,260 511 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 31, 2026
Edgestream Partners, L.P. History No change 3,237 508 0.02% 0.02% 844 0 0.0% Q2 2026 Aug 11, 2026
Nikulski Financial, Inc. History No change 3,208 503 0.11% 0.11% 845 0 0.0% Q2 2026 Jul 28, 2026
New Republic Capital, LLC History No change 3,201 502 0.12% 0.12% 846 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,198 501 0.02% 0.02% 847 0 0.0% Q2 2026 Jul 28, 2026
Innova Wealth Partners History No change 3,196 501 0.21% 0.21% 848 0 0.0% Q2 2026 Jul 15, 2026
Nuveen, LLC History No change 3,191 500 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 11, 2026
Burton Enright Welch History No change 3,189 500 0.06% 0.06% 850 0 0.0% Q2 2026 Jul 17, 2026
KWMG, LLC History Added to 3,159 498 0.04% 0.04% 852 +32 1.02% Q3 2026 Oct 07, 2026
AdvisorNet Financial, Inc History No change 3,174 498 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,155 495 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 14, 2026
Johnson Bixby & Associates, LLC History No change 3,111 488 0.05% 0.05% 854 0 0.0% Q2 2026 Jul 16, 2026
Thrive Wealth Management, LLC History No change 3,109 487 0.06% 0.06% 855 0 0.0% Q2 2026 Jul 07, 2026
Lutz Financial Services LLC History No change 3,098 486 0.03% 0.03% 856 0 0.0% Q2 2026 Aug 05, 2026
Tillman Hartley LLC History No change 3,095 485 0.11% 0.11% 857 0 0.0% Q2 2026 Aug 06, 2026
Formidable Asset Management, LLC History No change 3,500 484 0.08% 0.08% 858 0 0.0% Q2 2026 Jul 17, 2026
Financial Planning Navigators CORP History No change 3,083 483 0.18% 0.18% 859 0 0.0% Q2 2026 Jul 28, 2026
Essential Partners LLC History No change 3,069 481 0.22% 0.22% 860 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 3,064 480 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 31, 2026
RS CRUM INC. History No change 3,060 480 0.09% 0.09% 862 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,045 477 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 17, 2026
Heartwood Wealth Advisors LLC History Reduced 2,995 472 0.04% 0.04% 864 -182 -5.73% Q3 2026 Oct 05, 2026
Resonant Capital Advisors, LLC History No change 3,000 470 0.02% 0.02% 865 0 0.0% Q2 2026 Jul 24, 2026
ROBINSON CAPITAL MANAGEMENT, LLC History No change 2,970 466 0.21% 0.21% 866 0 0.0% Q2 2026 Aug 12, 2026
Applied Capital LLC History No change 2,963 465 0.15% 0.15% 867 0 0.0% Q2 2026 Jul 21, 2026
SEVEN MILE ADVISORY History No change 2,958 464 0.31% 0.31% 868 0 0.0% Q2 2026 Aug 13, 2026
Walkner Condon Financial Advisors LLC History No change 2,946 462 0.05% 0.05% 869 0 0.0% Q2 2026 Jul 27, 2026
Riverbend Wealth Management, LLC History No change 2,950 462 0.23% 0.23% 870 0 0.0% Q2 2026 Jul 22, 2026
SmartHarvest Portfolios, LLC History No change 2,947 462 0.15% 0.15% 871 0 0.0% Q2 2026 Aug 04, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,920 458 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 14, 2026
SMART Wealth LLC History No change 2,924 458 0.1% 0.1% 873 0 0.0% Q2 2026 Aug 05, 2026
Gambit Capital Management, LLC History No change 2,920 458 0.27% 0.27% 874 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 2,903 455 0.02% 0.02% 875 0 0.0% Q2 2026 Aug 13, 2026
Gryphon Financial Partners LLC History No change 2,867 449 0.04% 0.04% 876 0 0.0% Q2 2026 Aug 05, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 2,847 446 0.07% 0.07% 877 0 0.0% Q2 2026 Aug 13, 2026
Blue Edge Capital, LLC History No change 2,834 444 0.05% 0.05% 878 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 2,820 442 0.02% 0.02% 879 0 0.0% Q2 2026 Aug 05, 2026
Cypress Wealth Services, LLC History No change 2,822 442 0.05% 0.05% 880 0 0.0% Q2 2026 Jul 10, 2026
Pure Financial Advisors, LLC History No change 2,813 441 0.01% 0.01% 881 0 0.0% Q2 2026 Aug 14, 2026
Claret Asset Management Corp History No change 2,810 441 0.05% 0.05% 882 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History No change 2,803 439 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 06, 2026
Sound Income Strategies, LLC History No change 2,792 438 0.02% 0.02% 884 0 0.0% Q2 2026 Jul 20, 2026
Templeton & Phillips Capital Management, LLC History No change 2,778 436 0.32% 0.32% 885 0 0.0% Q2 2026 Aug 07, 2026
READYSTATE ASSET MANAGEMENT LP History No change 2,769 434 0.01% 0.01% 886 0 0.0% Q2 2026 Aug 14, 2026
COFG Advisors, LLC History No change 2,763 433 0.07% 0.07% 887 0 0.0% Q2 2026 Aug 14, 2026
Boston Standard Wealth Management, LLC History Reduced 2,732 431 0.06% 0.06% 889 -36 -1.3% Q3 2026 Oct 07, 2026
COURIER CAPITAL LLC History No change 2,751 431 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 16, 2026
FFT WEALTH MANAGEMENT LLC History No change 2,750 431 0.07% 0.07% 890 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 2,748 431 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 05, 2026
Financial Network Wealth Advisors LLC History No change 2,741 430 0.44% 0.44% 892 0 0.0% Q2 2026 Jul 29, 2026
Kesler, Norman & Wride, LLC History No change 2,730 428 0.07% 0.07% 893 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Planning, Inc. History No change 2,710 425 0.1% 0.1% 894 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY ADVISORS, INC. History No change 2,708 425 0.29% 0.29% 895 0 0.0% Q2 2026 Jul 24, 2026
BLALOCK WILLIAMS, LLC History No change 2,697 423 0.27% 0.27% 896 0 0.0% Q2 2026 Aug 07, 2026
McCartney Wealth Management LLC History No change 2,698 423 0.32% 0.32% 897 0 0.0% Q2 2026 Aug 03, 2026
ETF Portfolio Partners, Inc. History No change 2,675 419 0.1% 0.1% 898 0 0.0% Q2 2026 Jul 13, 2026
Phoenix Financial Ltd. History No change 2,658 417 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 11, 2026
Disciplined Investors, L.L.C. History No change 2,659 417 0.21% 0.21% 900 0 0.0% Q2 2026 Aug 11, 2026
Smith Salley Wealth Management History No change 2,637 413 0.02% 0.02% 901 0 0.0% Q2 2026 Jul 23, 2026
RAM Investment Partners, LLC History No change 2,632 413 0.07% 0.07% 902 0 0.0% Q2 2026 Jul 29, 2026
MontVue Capital Management, Inc. History No change 2,634 413 0.24% 0.24% 903 0 0.0% Q2 2026 Jul 27, 2026
GTS SECURITIES LLC History No change 2,630 412 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History No change 2,625 411 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 24, 2026
REBALANCE, LLC History No change 2,624 411 0.02% 0.02% 906 0 0.0% Q2 2026 Jul 16, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 2,594 409 0.08% 0.08% 907 +63 2.49% Q3 2026 Oct 07, 2026
Leith Wheeler Investment Counsel Ltd. History No change 2,590 406 0.03% 0.03% 908 0 0.0% Q2 2026 Aug 05, 2026
Xena Financial Planning, LLC History No change 2,585 405 0.39% 0.39% 909 0 0.0% Q2 2026 Jul 21, 2026
Allegheny Financial Group History No change 2,578 404 0.04% 0.04% 910 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 2,572 403 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 05, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 2,572 403 0.17% 0.17% 912 0 0.0% Q2 2026 Jul 13, 2026
Clarion Wealth Managment Partners, LLC History No change 2,571 403 0.33% 0.33% 913 0 0.0% Q2 2026 Aug 12, 2026
Kastel Capital Advisors, LLC History No change 2,916 403 0.25% 0.25% 914 0 0.0% Q2 2026 Jul 09, 2026
BANK OF HAWAII History No change 2,563 402 0.02% 0.02% 915 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,560 401 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 2,558 401 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 11, 2026
M Wealth Management, LLC History No change 2,558 401 0.31% 0.31% 918 0 0.0% Q2 2026 Jul 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 2,549 400 0.14% 0.14% 919 0 0.0% Q2 2026 Aug 11, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,535 397 0.1% 0.1% 920 0 0.0% Q2 2026 Aug 07, 2026
West Financial Advisors, LLC History No change 2,535 397 0.06% 0.06% 921 0 0.0% Q2 2026 Jul 08, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 2,533 397 0.31% 0.31% 922 0 0.0% Q2 2026 Jul 22, 2026
JENNISON ASSOCIATES LLC History No change 2,517 395 0.0% 0.0% 923 0 0.0% Q2 2026 Aug 03, 2026
Main Management LLC History No change 2,498 392 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 14, 2026
Integrity Wealth Solutions LLC History No change 2,486 390 0.14% 0.14% 925 0 0.0% Q2 2026 Jul 30, 2026
Arcadia Wealth Management, LLC History No change 2,485 389 0.12% 0.12% 926 0 0.0% Q2 2026 Jul 20, 2026
Ashton Thomas Private Wealth, LLC History No change 2,479 389 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 29, 2026
WealthShield Partners, LLC History No change 2,472 387 0.06% 0.06% 928 0 0.0% Q2 2026 Aug 12, 2026
Marin Bay Wealth Advisors, LLC History No change 2,470 387 0.21% 0.21% 929 0 0.0% Q2 2026 Aug 10, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 2,464 386 0.13% 0.13% 930 0 0.0% Q2 2026 Jul 23, 2026
Evolution Advisers, Inc. History No change 2,454 385 0.14% 0.14% 931 0 0.0% Q2 2026 Jul 31, 2026
Genesis Wealth Advisors, LLC History No change 2,450 384 0.23% 0.23% 932 0 0.0% Q2 2026 Aug 07, 2026
Genus Capital Management Inc. History No change 2,417 379 0.04% 0.04% 933 0 0.0% Q2 2026 Jul 29, 2026
Next Capital Management LLC History No change 2,415 378 0.1% 0.1% 934 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 2,397 378 0.11% 0.11% 935 0 0.0% Q3 2026 Oct 07, 2026
Caitlin John, LLC History No change 2,412 378 0.21% 0.21% 936 0 0.0% Q2 2026 Aug 17, 2026
Pointe Capital Management LLC History No change 2,405 377 0.17% 0.17% 937 0 0.0% Q2 2026 Aug 14, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,412 377 0.19% 0.19% 938 0 0.0% Q2 2026 Aug 18, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 2,405 377 0.29% 0.29% 939 0 0.0% Q2 2026 Jul 27, 2026
N.E.W. Advisory Services LLC History No change 2,392 375 0.03% 0.03% 940 0 0.0% Q2 2026 Aug 06, 2026
NORDEN GROUP LLC History No change 2,387 374 0.03% 0.03% 941 0 0.0% Q2 2026 Jul 29, 2026
Alliance Wealth Management Group History No change 2,365 371 0.07% 0.07% 942 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 2,365 371 0.05% 0.05% 943 0 0.0% Q2 2026 Aug 03, 2026
Capital Asset Advisory Services LLC History No change 2,367 371 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 2,360 370 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 23, 2026
Red Door Wealth Management, LLC History No change 2,360 370 0.03% 0.03% 946 0 0.0% Q2 2026 Jul 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 2,337 366 0.04% 0.04% 947 0 0.0% Q2 2026 Jul 31, 2026
Flagship Private Wealth, LLC History No change 2,335 366 0.13% 0.13% 948 0 0.0% Q2 2026 Aug 04, 2026
Fort Vancouver Investment Management, LLC History No change 2,335 366 0.17% 0.17% 949 0 0.0% Q2 2026 Jul 29, 2026
Cynosure Group, LLC History No change 2,322 364 0.05% 0.05% 950 0 0.0% Q2 2026 Aug 05, 2026
Embree Financial Group History No change 2,315 363 0.04% 0.04% 951 0 0.0% Q2 2026 Jul 15, 2026
Columbia River Financial Group, LLC History No change 2,316 363 0.19% 0.19% 952 0 0.0% Q2 2026 Aug 13, 2026
Dala Group, LLC History No change 2,297 360 0.3% 0.3% 953 0 0.0% Q2 2026 Aug 10, 2026
Ferguson Johnson Wealth Management Inc History No change 2,289 359 0.26% 0.26% 954 0 0.0% Q2 2026 Jul 31, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 2,276 357 0.15% 0.15% 955 0 0.0% Q2 2026 Jul 14, 2026
Acorn Wealth Advisors, LLC History No change 2,277 357 0.09% 0.09% 956 0 0.0% Q2 2026 Jul 30, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 2,274 357 0.12% 0.12% 957 0 0.0% Q2 2026 Jul 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 4,748 355 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 2,264 355 0.03% 0.03% 959 0 0.0% Q2 2026 Aug 06, 2026
Algorithmic Investment Models, LLC History No change 2,262 355 0.41% 0.41% 960 0 0.0% Q2 2026 Aug 07, 2026
UPTICK PARTNERS, LLC History No change 2,260 354 0.06% 0.06% 961 0 0.0% Q2 2026 Aug 10, 2026
FIRST COMMUNITY TRUST NA History Reduced 2,238 353 0.12% 0.17% 962 -177 -7.33% Q3 2026 Oct 07, 2026
JP Wealth Management, Inc. History No change 2,230 352 0.22% 0.22% 963 0 0.0% Q3 2026 Oct 07, 2026
Goldstein Advisors, LLC History No change 2,237 351 0.03% 0.03% 964 0 0.0% Q2 2026 Jul 20, 2026
Facet Wealth, Inc. History No change 2,234 350 0.01% 0.01% 965 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 2,236 350 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 11, 2026
MASECO LLP History No change 2,231 350 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 05, 2026
Moors & Cabot, Inc. History No change 2,220 348 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 10, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 2,221 348 0.19% 0.19% 969 0 0.0% Q2 2026 Jul 24, 2026
Summit Global Investments History No change 2,209 347 0.02% 0.02% 970 0 0.0% Q2 2026 Aug 03, 2026
Fifth Third Wealth Advisors LLC History No change 2,211 347 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 17, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 2,200 345 0.07% 0.07% 972 0 0.0% Q2 2026 Aug 04, 2026
Register Financial Advisors LLC History No change 2,194 344 0.11% 0.11% 973 0 0.0% Q2 2026 Jul 15, 2026
Beacon Financial Advisory LLC History No change 2,189 343 0.07% 0.07% 974 0 0.0% Q2 2026 Aug 05, 2026
Petersen Hastings Wealth Advisors Inc. History No change 2,174 341 0.03% 0.03% 975 0 0.0% Q2 2026 Jul 17, 2026
Schneider Downs Wealth Management Advisors, LP History No change 2,165 339 0.03% 0.03% 976 0 0.0% Q2 2026 Aug 05, 2026
Modus Advisors, LLC History No change 2,166 339 0.08% 0.08% 977 0 0.0% Q2 2026 Aug 03, 2026
PGIM Custom Harvest LLC History No change 2,158 338 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 2,157 338 0.02% 0.02% 979 0 0.0% Q2 2026 Aug 11, 2026
Samalin Investment Counsel, LLC History No change 2,152 337 0.11% 0.11% 980 0 0.0% Q2 2026 Jul 27, 2026
TruNorth Capital Management, LLC History No change 2,143 336 0.05% 0.05% 981 0 0.0% Q2 2026 Jul 23, 2026
United Advisor Group, LLC History No change 2,143 336 0.04% 0.04% 982 0 0.0% Q2 2026 Jul 29, 2026
Bedel Financial Consulting, Inc. History No change 2,140 335 0.03% 0.03% 983 0 0.0% Q2 2026 Jul 29, 2026
Colonial River Investments, LLC History No change 2,136 335 0.1% 0.1% 984 0 0.0% Q2 2026 Jul 24, 2026
United Wealth Management, LLC History No change 2,139 335 0.08% 0.08% 985 0 0.0% Q2 2026 Jul 23, 2026
EQUITABLE TRUST CO History No change 2,132 334 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 23, 2026
Roger Wittlin Investment Advisory, LLC History No change 2,126 333 0.26% 0.26% 987 0 0.0% Q2 2026 Jul 17, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 2,121 332 0.11% 0.11% 988 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 2,115 331 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 03, 2026
SimpliFi, Inc. History No change 2,110 331 0.13% 0.13% 990 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Family Office, LLC History No change 2,100 329 0.17% 0.17% 991 0 0.0% Q2 2026 Aug 11, 2026
Ascension Capital Advisors, Inc. History No change 2,096 328 0.09% 0.09% 992 0 0.0% Q2 2026 Jul 27, 2026
CERTUITY, LLC History No change 2,094 328 0.02% 0.02% 993 0 0.0% Q2 2026 Jul 28, 2026
Matisse Capital History No change 2,085 327 0.13% 0.13% 994 0 0.0% Q2 2026 Aug 12, 2026
VISTA FINANCE, LLC History No change 2,065 324 0.18% 0.18% 995 0 0.0% Q2 2026 Jul 16, 2026
Petix & Botte Co History No change 2,062 323 0.07% 0.07% 996 0 0.0% Q2 2026 Aug 04, 2026
Balboa Wealth Partners History No change 2,050 321 0.04% 0.04% 997 0 0.0% Q2 2026 Aug 10, 2026
Powerhouse Assets LLC History No change 2,045 320 0.26% 0.26% 998 0 0.0% Q2 2026 Jul 23, 2026
Ballast Rock Private Wealth LLC History No change 2,042 320 0.15% 0.15% 999 0 0.0% Q2 2026 Aug 10, 2026
DecisionPoint Financial, LLC History No change 2,048 319 0.06% 0.06% 1000 0 0.0% Q2 2026 Aug 05, 2026
Sage Capital Advisors,llc History No change 2,028 318 0.07% 0.07% 1001 0 0.0% Q2 2026 Jul 09, 2026
Nova Wealth Management, Inc. History No change 2,022 317 0.17% 0.17% 1002 0 0.0% Q2 2026 Jul 13, 2026
Frankly Finances, LLC History No change 2,026 317 0.25% 0.25% 1003 0 0.0% Q2 2026 Jul 15, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 2,017 316 0.21% 0.21% 1004 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,000 313 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 10, 2026
BECKER CAPITAL MANAGEMENT INC History No change 2,000 313 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS & NORTHERN CORP History No change 2,000 313 0.07% 0.07% 1007 0 0.0% Q2 2026 Jul 17, 2026
Seven Springs Wealth Group, LLC History No change 2,000 313 0.07% 0.07% 1008 0 0.0% Q2 2026 Aug 04, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 1,988 312 0.08% 0.08% 1009 0 0.0% Q2 2026 Jul 28, 2026
Chatterton & Associates Inc. History No change 1,992 312 0.18% 0.18% 1010 0 0.0% Q2 2026 Jul 14, 2026
Tranquility Partners, LLC History No change 1,987 311 0.11% 0.11% 1011 0 0.0% Q2 2026 Jul 23, 2026
Oliver Luxxe Assets LLC History No change 1,980 310 0.05% 0.05% 1012 0 0.0% Q2 2026 Jul 09, 2026
Pacific Sage Partners, LLC History No change 1,981 310 0.04% 0.04% 1013 0 0.0% Q2 2026 Aug 06, 2026
Directional Asset Management History No change 1,970 309 0.26% 0.26% 1014 0 0.0% Q2 2026 Jul 24, 2026
Strategies Wealth Advisors, LLC History No change 1,966 308 0.03% 0.03% 1015 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 1,960 307 0.03% 0.03% 1016 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Advisory Group LLC History No change 1,954 306 0.02% 0.02% 1017 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Financial Management LLC History No change 1,950 306 0.25% 0.25% 1018 0 0.0% Q2 2026 Aug 28, 2026
Klaas Financial Asset Advisors, LLC History No change 1,941 304 0.04% 0.04% 1019 0 0.0% Q2 2026 Jul 15, 2026
Garde Capital, Inc. History No change 1,918 301 0.01% 0.01% 1020 0 0.0% Q2 2026 Jul 31, 2026
BlackDiamond Wealth Management, LLC History No change 1,871 301 0.12% 0.12% 1021 0 0.0% Q2 2026 Aug 11, 2026
Global Assets Advisory, LLC History No change 1,920 300 0.07% 0.07% 1022 0 0.0% Q2 2026 Jul 27, 2026
Soltis Investment Advisors LLC History No change 1,905 299 0.02% 0.02% 1023 0 0.0% Q2 2026 Jul 31, 2026
Parkwoods Wealth Partners, LLC History No change 1,902 298 0.05% 0.05% 1024 0 0.0% Q2 2026 Jul 27, 2026
PTM WEALTH MANAGEMENT, LLC History No change 1,926 297 0.13% 0.13% 1025 0 0.0% Q2 2026 Aug 06, 2026
Everhart Financial Group, Inc. History No change 1,891 296 0.02% 0.02% 1026 0 0.0% Q2 2026 Jul 08, 2026
RTD Financial Advisors, Inc. History No change 1,880 295 0.03% 0.03% 1027 0 0.0% Q2 2026 Jul 13, 2026
Russell Investments Group, Ltd. History No change 1,875 294 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 06, 2026
Mallini Complete Financial Planning LLC History Added to 1,848 291 0.2% 0.18% 1030 +221 13.58% Q3 2026 Oct 06, 2026
BTG Pactual Asset Management US LLC History No change 1,858 291 0.02% 0.02% 1029 0 0.0% Q2 2026 Aug 14, 2026
Etesian Wealth Advisors, Inc. History No change 1,844 289 0.09% 0.09% 1031 0 0.0% Q2 2026 Jul 23, 2026
eCIO, Inc. History No change 1,821 285 0.08% 0.08% 1032 0 0.0% Q2 2026 Jul 27, 2026
Cypress Capital, LLC History No change 1,810 284 0.08% 0.08% 1033 0 0.0% Q2 2026 Jul 17, 2026
Capital Planning LLC History No change 1,814 284 0.08% 0.08% 1034 0 0.0% Q2 2026 Jul 22, 2026
ELEVATE WEALTH ADVISORY, INC History No change 1,803 283 0.16% 0.16% 1035 0 0.0% Q2 2026 Aug 14, 2026
Clifford Group, LLC History No change 1,793 281 0.19% 0.19% 1036 0 0.0% Q2 2026 Aug 14, 2026
Blom & Howell Financial Planning, Inc. History No change 1,794 281 0.23% 0.23% 1037 0 0.0% Q2 2026 Aug 04, 2026
Independent Wealth Network Inc. History No change 1,780 279 0.07% 0.07% 1038 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Wealth Management, LLC History No change 1,773 278 0.01% 0.01% 1039 0 0.0% Q2 2026 Jul 22, 2026
Objective Capital Management, LLC History No change 1,753 275 0.24% 0.24% 1040 0 0.0% Q2 2026 Jul 20, 2026
Maltin Wealth Management, Inc. History No change 1,748 274 0.09% 0.09% 1041 0 0.0% Q2 2026 Jul 22, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,723 270 0.02% 0.02% 1042 0 0.0% Q2 2026 Aug 03, 2026
Hapanowicz & Associates Financial Services, Inc History No change 1,720 269 0.08% 0.08% 1043 0 0.0% Q2 2026 Jul 29, 2026
CreativeOne Wealth, LLC History No change 1,718 269 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 1,708 268 0.03% 0.03% 1045 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 1,710 268 0.02% 0.02% 1046 0 0.0% Q2 2026 Aug 14, 2026
Axiom Financial Strategies, LLC History No change 1,712 268 0.08% 0.08% 1047 0 0.0% Q2 2026 Aug 06, 2026
American Investment Services, Inc. History No change 1,707 267 0.06% 0.06% 1048 0 0.0% Q2 2026 Aug 12, 2026
Strid Group, LLC History No change 1,703 267 0.03% 0.03% 1049 0 0.0% Q2 2026 Jul 23, 2026
ZEGA Investments, LLC History No change 1,707 267 0.03% 0.03% 1050 0 0.0% Q2 2026 Jul 31, 2026
Aspire Growth Partners LLC History No change 1,700 266 0.15% 0.15% 1051 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 1,691 265 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 1,686 264 0.01% 0.01% 1053 0 0.0% Q2 2026 Aug 03, 2026
Point Nemo Capital, LLC History No change 1,683 264 0.13% 0.13% 1054 0 0.0% Q2 2026 Aug 07, 2026
Cannon Financial Strategists, Inc. History No change 1,685 264 0.03% 0.03% 1055 0 0.0% Q2 2026 Aug 07, 2026
Tandem Financial, LLC History No change 1,688 264 0.08% 0.08% 1056 0 0.0% Q2 2026 Aug 13, 2026
Carr Financial Group Corp History No change 1,679 263 0.06% 0.06% 1057 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 1,678 263 0.01% 0.01% 1058 0 0.0% Q2 2026 Jul 23, 2026
Rakuten Securities, Inc. History No change 1,676 263 0.06% 0.06% 1059 0 0.0% Q2 2026 Aug 11, 2026
Newman Dignan & Sheerar, Inc. History No change 1,671 262 0.05% 0.05% 1060 0 0.0% Q2 2026 Jul 14, 2026
Blue Chip Partners, LLC History No change 1,671 262 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 14, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 1,674 262 0.06% 0.06% 1062 0 0.0% Q2 2026 Jul 09, 2026
Welch Group, LLC History No change 1,662 260 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 23, 2026
Appalachian Capital Management Ltd History No change 1,657 260 0.19% 0.19% 1064 0 0.0% Q2 2026 Jul 21, 2026
HBK Sorce Advisory LLC History No change 1,622 259 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 06, 2026
Spinnaker Investment Group, LLC History No change 1,654 259 0.04% 0.04% 1066 0 0.0% Q2 2026 Jul 10, 2026
Sunpointe, LLC History No change 1,646 258 0.07% 0.07% 1067 0 0.0% Q2 2026 Jul 24, 2026
Douglass Winthrop Advisors, LLC History No change 1,643 257 0.0% 0.0% 1068 0 0.0% Q2 2026 Aug 13, 2026
Advance Capital Management, Inc. History No change 1,635 256 0.01% 0.01% 1069 0 0.0% Q2 2026 Aug 12, 2026
Purkiss Capital Advisors LLC History No change 1,628 255 0.1% 0.1% 1070 0 0.0% Q2 2026 Jul 30, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,621 254 0.01% 0.01% 1071 0 0.0% Q2 2026 Jul 20, 2026
USAdvisors Wealth Management, LLC History No change 1,613 253 0.07% 0.07% 1072 0 0.0% Q2 2026 Jul 29, 2026
Timbuktu Capital Management, LLC History No change 1,613 253 0.38% 0.38% 1073 0 0.0% Q2 2026 Aug 13, 2026
Tacita Capital Inc History No change 1,608 252 0.14% 0.14% 1074 0 0.0% Q2 2026 Aug 10, 2026
Golden Bell Financial Planning LLC History No change 1,605 251 0.18% 0.18% 1075 0 0.0% Q2 2026 Jul 31, 2026
White Lighthouse Investment Management Inc. History No change 1,593 249 0.03% 0.03% 1076 0 0.0% Q2 2026 Aug 04, 2026
Stegent Equity Advisors, Inc. History No change 1,588 249 0.18% 0.18% 1077 0 0.0% Q2 2026 Jul 29, 2026
Global Wealth Management Investment Advisory, Inc. History No change 1,583 248 0.04% 0.04% 1078 0 0.0% Q2 2026 Jul 29, 2026
Oath Planning, LLC History No change 1,581 248 0.18% 0.18% 1079 0 0.0% Q2 2026 Jul 24, 2026
Encompass More Asset Management History No change 1,577 247 0.04% 0.04% 1080 0 0.0% Q2 2026 Jul 14, 2026
JDH Wealth Management, LLC History No change 1,578 247 0.15% 0.15% 1081 0 0.0% Q2 2026 Jul 22, 2026
Columbia Asset Management History No change 1,570 246 0.04% 0.04% 1082 0 0.0% Q2 2026 Jul 21, 2026
Phillip James Consulting Co. History No change 1,565 245 0.16% 0.16% 1083 0 0.0% Q2 2026 Jul 28, 2026
Palisade Asset Management, LLC History No change 1,559 244 0.02% 0.02% 1084 0 0.0% Q2 2026 Jul 20, 2026
Kraft, Davis & Associates, LLC History No change 1,573 244 0.05% 0.05% 1085 0 0.0% Q2 2026 Jul 09, 2026
Beaumont Financial Advisors, LLC History No change 1,559 244 0.02% 0.02% 1086 0 0.0% Q2 2026 Aug 04, 2026
Paragon Advisors, LLC History No change 1,546 242 0.05% 0.05% 1087 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,541 241 0.01% 0.01% 1088 0 0.0% Q2 2026 Jul 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,541 241 0.01% 0.01% 1089 0 0.0% Q2 2026 Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,537 241 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 1,522 238 0.01% 0.01% 1091 0 0.0% Q2 2026 Aug 14, 2026
Lakeridge Wealth Management LLC History No change 1,522 238 0.09% 0.09% 1092 0 0.0% Q2 2026 Jul 14, 2026
Bath Savings Trust Co History No change 1,500 236 0.02% 0.02% 1093 0 0.0% Q3 2026 Oct 07, 2026
LPWM LLC History No change 1,506 236 0.05% 0.05% 1094 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,506 236 0.0% 0.0% 1095 0 0.0% Q2 2026 Sep 23, 2026
Financial Harvest, LLC History No change 1,510 236 0.1% 0.1% 1096 0 0.0% Q2 2026 Aug 10, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,489 233 0.06% 0.06% 1097 0 0.0% Q2 2026 Aug 10, 2026
Klingman & Associates, LLC History No change 1,488 233 0.01% 0.01% 1098 0 0.0% Q2 2026 Jul 29, 2026
E&G Advisors, LLC History No change 1,480 232 0.04% 0.04% 1099 0 0.0% Q2 2026 Jul 23, 2026
BEARING POINT CAPITAL, LLC History No change 1,480 232 0.03% 0.03% 1100 0 0.0% Q2 2026 Aug 11, 2026
Daniel Investment Group, Inc. History No change 1,470 230 0.14% 0.14% 1101 0 0.0% Q2 2026 Aug 03, 2026
Range Financial Group LLC History No change 1,458 228 0.06% 0.06% 1102 0 0.0% Q2 2026 Jul 15, 2026
Red Mountain Financial, LLC History No change 1,450 227 0.19% 0.19% 1103 0 0.0% Q2 2026 Jul 21, 2026
Cabot-Wellington, LLC History No change 1,445 226 0.06% 0.06% 1104 0 0.0% Q2 2026 Jul 15, 2026
Aviance Capital Partners, LLC History No change 1,445 226 0.02% 0.02% 1105 0 0.0% Q2 2026 Jul 30, 2026
HARDING LOEVNER LP History No change 1,437 225 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 1,436 225 0.02% 0.02% 1107 0 0.0% Q2 2026 Jul 23, 2026
M3 Advisory Group, LLC History No change 1,435 225 0.12% 0.12% 1108 0 0.0% Q2 2026 Jul 24, 2026
Ruane, Cunniff & Goldfarb L.P. History No change 1,426 223 0.0% 0.0% 1109 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1,419 222 0.03% 0.03% 1110 0 0.0% Q2 2026 Jul 27, 2026
Trek Financial, LLC History No change 1,418 222 0.01% 0.01% 1111 0 0.0% Q2 2026 Aug 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,608 222 0.03% 0.03% 1112 0 0.0% Q2 2026 Aug 05, 2026
Karpus Management, Inc. History No change 1,410 221 0.01% 0.01% 1113 0 0.0% Q2 2026 Aug 14, 2026
Your Advocates Ltd., LLP History No change 1,412 221 0.06% 0.06% 1114 0 0.0% Q2 2026 Aug 05, 2026
Sherrill & Hutchins Financial Advisory, Inc History No change 1,404 220 0.11% 0.11% 1115 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Strategies CORP History No change 1,406 220 0.11% 0.11% 1116 0 0.0% Q2 2026 Jul 08, 2026
3Chopt Investment Partners, LLC History No change 1,398 219 0.04% 0.04% 1117 0 0.0% Q2 2026 Jul 29, 2026
Hurlow Wealth Management Group, Inc. History No change 1,387 217 0.05% 0.05% 1118 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 1,383 217 0.04% 0.04% 1119 0 0.0% Q2 2026 Jul 22, 2026
HBW ADVISORY SERVICES LLC History No change 1,377 216 0.02% 0.02% 1120 0 0.0% Q2 2026 Jul 16, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,372 215 0.0% 0.0% 1121 0 0.0% Q2 2026 Aug 06, 2026
Allen Investment Management, LLC History No change 1,373 215 0.0% 0.0% 1122 0 0.0% Q2 2026 Aug 05, 2026
Dynasty Wealth Management, LLC History No change 1,370 215 0.0% 0.0% 1123 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 1,375 214 0.01% 0.01% 1124 0 0.0% Q2 2026 Aug 07, 2026
Magnolia Private Wealth, LLC History No change 1,369 214 0.12% 0.12% 1125 0 0.0% Q2 2026 Aug 05, 2026
Mission Financial Group, LLC History No change 1,365 214 0.18% 0.18% 1126 0 0.0% Q2 2026 Aug 12, 2026
Shade Tree Advisors LLC History No change 1,362 213 0.12% 0.12% 1127 0 0.0% Q2 2026 Aug 04, 2026
Peregrine Asset Advisers, Inc. History No change 1,352 212 0.05% 0.05% 1128 0 0.0% Q2 2026 Aug 10, 2026
FLC Capital Advisors History No change 1,351 212 0.03% 0.03% 1129 0 0.0% Q2 2026 Jul 20, 2026
Donalies Financial Planning, LLC History No change 1,355 212 0.16% 0.16% 1130 0 0.0% Q2 2026 Aug 06, 2026
Grantvest Financial Group LLC History No change 1,349 211 0.12% 0.12% 1131 0 0.0% Q2 2026 Aug 07, 2026
Trinity Financial Advisors LLC History No change 1,344 210 0.05% 0.05% 1132 0 0.0% Q2 2026 Jul 06, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 1,342 210 0.06% 0.06% 1133 0 0.0% Q2 2026 Jul 16, 2026
PRIVATE CLIENT SERVICES, LLC History New 1,325 209 0.06% — 1134 +1,325 New Q3 2026 Oct 02, 2026
Truepoint, Inc. History No change 1,325 207 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 1,321 207 0.01% 0.01% 1136 0 0.0% Q2 2026 Jul 24, 2026
MPS Loria Financial Planners, LLC History No change 1,321 207 0.05% 0.05% 1137 0 0.0% Q2 2026 Jul 30, 2026
Rochester Wealth Strategies, LLC History No change 1,314 206 0.11% 0.11% 1138 0 0.0% Q2 2026 Jul 22, 2026
Values Added Financial LLC History No change 1,315 206 0.07% 0.07% 1139 0 0.0% Q2 2026 Jul 27, 2026
Plante Moran Financial Advisors, LLC History No change 1,311 205 0.01% 0.01% 1140 0 0.0% Q2 2026 Aug 06, 2026
Clarity Financial LLC History No change 1,302 204 0.02% 0.02% 1141 0 0.0% Q2 2026 Jul 20, 2026
Goodman Financial Corp History No change 1,292 202 0.03% 0.03% 1142 0 0.0% Q2 2026 Jul 29, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 1,300 202 0.07% 0.07% 1143 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Management, LLC History No change 1,291 202 0.07% 0.07% 1144 0 0.0% Q2 2026 Jul 07, 2026
IMC-Chicago, LLC History No change 1,277 200 0.0% 0.0% 1145 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 1,274 200 0.01% 0.01% 1146 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 1,278 200 0.0% 0.0% 1147 0 0.0% Q2 2026 Aug 06, 2026
Weitzel Financial Services, Inc. History No change 1,291 200 0.07% 0.07% 1148 0 0.0% Q2 2026 Jul 14, 2026
Tidemark, LLC History No change 1,275 200 0.05% 0.05% 1149 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 1,270 199 0.0% 0.0% 1150 0 0.0% Q2 2026 Jul 21, 2026
Rossmore Private Capital History No change 1,245 195 0.02% 0.02% 1151 0 0.0% Q2 2026 Jul 31, 2026
BigSur Wealth Management LLC History No change 1,240 194 0.05% 0.05% 1152 0 0.0% Q2 2026 Jul 14, 2026
Align Financial, LLC History No change 1,236 193 0.1% 0.1% 1153 0 0.0% Q2 2026 Jul 27, 2026
TOMPKINS FINANCIAL CORP History No change 1,219 192 0.01% 0.01% 1154 0 0.0% Q3 2026 Oct 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,221 191 0.02% 0.02% 1155 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 1,171 183 0.01% 0.01% 1156 0 0.0% Q2 2026 Aug 06, 2026
Perkins Coie Trust Co History No change 1,130 177 0.03% 0.03% 1157 0 0.0% Q2 2026 Jul 09, 2026
Osbon Capital Management LLC History No change 1,132 177 0.14% 0.14% 1158 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,096 175 0.02% 0.02% 1159 0 0.0% Q2 2026 Aug 12, 2026
NBH Bank History No change 1,121 175 0.07% 0.07% 1160 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 1,076 168 0.13% 0.13% 1161 0 0.0% Q2 2026 Aug 11, 2026
Prudent Man Investment Management, Inc. History No change 1,172 165 0.06% 0.06% 1162 0 0.0% Q2 2026 Jul 28, 2026
Topsail Wealth Management, LLC History No change 1,037 162 0.02% 0.02% 1163 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 1,028 161 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 1,016 159 0.01% 0.01% 1165 0 0.0% Q2 2026 Jul 17, 2026
TD Capital Management LLC History No change 989 155 0.01% 0.01% 1166 0 0.0% Q2 2026 Aug 06, 2026
Smithfield Trust Co History No change 989 149 0.01% 0.01% 1167 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 920 144 0.01% 0.01% 1168 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 897 140 0.02% 0.02% 1169 0 0.0% Q2 2026 Jul 16, 2026
Center for Financial Planning, Inc. History No change 891 139 0.01% 0.01% 1170 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 883 138 0.01% 0.01% 1171 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 873 137 0.02% 0.02% 1172 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 871 136 0.05% 0.05% 1173 0 0.0% Q2 2026 Jul 13, 2026
Game Plan Financial Advisors, LLC History No change 864 135 0.05% 0.05% 1174 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 824 129 0.0% 0.0% 1175 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 809 127 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 779 122 0.01% 0.01% 1177 0 0.0% Q2 2026 Jul 22, 2026
LRI Investments, LLC History No change 756 118 0.01% 0.01% 1178 0 0.0% Q2 2026 Jul 14, 2026
Fairman Group, LLC History No change 746 117 0.09% 0.09% 1179 0 0.0% Q2 2026 Aug 04, 2026
Robinswood Financial LLC History No change 738 115 0.03% 0.03% 1180 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 729 114 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 11, 2026
Principia Wealth Advisory, LLC History No change 716 112 0.06% 0.06% 1182 0 0.0% Q2 2026 Aug 26, 2026
ENTRUST FINANCIAL LLC History No change 718 112 0.07% 0.07% 1183 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 675 105 0.02% 0.02% 1184 0 0.0% Q2 2026 Jul 10, 2026
TOEWS CORP /ADV History No change 662 103 0.02% 0.02% 1185 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 661 103 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 27, 2026
10Elms LLP History No change 657 103 0.04% 0.04% 1187 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 641 100 0.02% 0.02% 1188 0 0.0% Q2 2026 Sep 15, 2026
Quest 10 Wealth Builders, Inc. History No change 641 100 0.08% 0.08% 1189 0 0.0% Q2 2026 Jul 24, 2026
Washington Trust Advisors, Inc. History No change 621 97 0.01% 0.01% 1190 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 600 94 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 600 94 0.01% 0.01% 1192 0 0.0% Q2 2026 Jul 22, 2026
First Bancorp, Inc /ME/ History No change 574 90 0.04% 0.04% 1193 0 0.0% Q2 2026 Aug 11, 2026
Jackson, Grant Investment Advisers, Inc. History No change 561 88 0.03% 0.03% 1194 0 0.0% Q2 2026 Jul 31, 2026
Glen Eagle Advisors, LLC History No change 565 88 0.01% 0.01% 1195 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 551 86 0.0% 0.0% 1196 0 0.0% Q2 2026 Jul 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 542 85 0.03% 0.03% 1197 0 0.0% Q2 2026 Jul 17, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 545 85 0.02% 0.02% 1198 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Management Group, LLC History No change 536 84 0.02% 0.02% 1199 0 0.0% Q2 2026 Jul 27, 2026
BARRETT & COMPANY, INC. History No change 533 83 0.02% 0.02% 1200 0 0.0% Q2 2026 Jul 24, 2026
LANARK FINANCIAL, INC. History No change 526 82 0.01% 0.01% 1201 0 0.0% Q2 2026 Jul 21, 2026
HOWE & RUSLING INC History No change 517 81 0.0% 0.0% 1202 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 502 78 0.02% 0.02% 1203 0 0.0% Q2 2026 Aug 03, 2026
Millstone Evans Group, LLC History No change 501 78 0.04% 0.04% 1204 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 490 76 0.01% 0.01% 1205 0 0.0% Q2 2026 Jul 29, 2026
Oakworth Capital, Inc. History No change 481 75 0.0% 0.0% 1206 0 0.0% Q2 2026 Jul 22, 2026
Hurley Capital, LLC History No change 435 68 0.04% 0.04% 1207 0 0.0% Q2 2026 Aug 10, 2026
EASTERN BANK History No change 420 66 0.0% 0.0% 1208 0 0.0% Q3 2026 Oct 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 422 66 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 03, 2026
DiNuzzo Private Wealth, Inc. History No change 425 66 0.01% 0.01% 1210 0 0.0% Q2 2026 Jul 10, 2026
North Star Investment Management Corp. History No change 389 61 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 383 60 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 386 60 0.02% 0.02% 1213 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 381 59 0.01% 0.01% 1214 0 0.0% Q2 2026 Aug 05, 2026
SFAM, LLC History No change 377 59 0.05% 0.05% 1215 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 377 59 0.02% 0.02% 1216 0 0.0% Q2 2026 Aug 17, 2026
WOLFF WIESE MAGANA LLC History No change 370 58 0.03% 0.03% 1217 0 0.0% Q2 2026 Jul 13, 2026
Seneschal Advisors, LLC History No change 361 56 0.04% 0.04% 1218 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 336 52 0.01% 0.01% 1219 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 330 51 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 14, 2026
Advantage Trust Co History No change 327 51 0.02% 0.02% 1221 0 0.0% Q2 2026 Jul 17, 2026
Biltmore Family Office, LLC History No change 323 50 0.01% 0.01% 1222 0 0.0% Q2 2026 Aug 12, 2026
Bank of New Hampshire History No change 300 47 0.01% 0.01% 1223 0 0.0% Q3 2026 Oct 06, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 295 46 0.01% 0.01% 1224 0 0.0% Q2 2026 Aug 07, 2026
Ascentis Wealth Management, LLC History No change 295 46 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 30, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 298 46 0.01% 0.01% 1226 0 0.0% Q2 2026 Jul 21, 2026
HAZLETT, BURT & WATSON, INC. History No change 284 45 0.01% 0.01% 1227 0 0.0% Q2 2026 Jul 30, 2026
Moisand Fitzgerald Tamayo, LLC History No change 292 45 0.0% 0.0% 1228 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 280 43 0.01% 0.01% 1229 0 0.0% Q2 2026 Jul 15, 2026
Rosenberg Matthew Hamilton History No change 260 41 0.01% 0.01% 1230 0 0.0% Q3 2026 Oct 05, 2026
WEBSTER BANK, N. A. History No change 256 40 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 20, 2026
DHJJ Financial Advisors, Ltd. History No change 256 40 0.01% 0.01% 1232 0 0.0% Q2 2026 Jul 24, 2026
GoalVest Advisory LLC History New 253 39 0.01% — 1233 +253 New Q3 2026 Oct 02, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 242 38 0.01% 0.01% 1234 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 240 37 0.0% 0.0% 1235 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 242 37 0.02% 0.02% 1236 0 0.0% Q2 2026 Jul 21, 2026
Fairway Wealth LLC History No change 233 36 0.01% 0.01% 1237 0 0.0% Q2 2026 Jul 24, 2026
Markowski Investments History No change 230 36 0.01% 0.01% 1238 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 220 34 0.0% 0.0% 1239 0 0.0% Q2 2026 Aug 12, 2026
Cordgrass Capital Advisors, LLC History No change 210 32 0.01% 0.01% 1240 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 200 31 0.01% 0.01% 1241 0 0.0% Q2 2026 Jul 08, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 202 31 0.0% 0.0% 1242 0 0.0% Q2 2026 Aug 14, 2026
Morling Financial Advisors, LLC History No change 202 31 0.01% 0.01% 1243 0 0.0% Q2 2026 Aug 06, 2026
Rialto Wealth Management, LLC History No change 200 31 0.01% 0.01% 1244 0 0.0% Q2 2026 Aug 11, 2026
CITY HOLDING CO History No change 195 30 0.0% 0.0% 1245 0 0.0% Q2 2026 Jul 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 189 29 0.0% 0.0% 1246 0 0.0% Q2 2026 Jul 21, 2026
Pacific Center for Financial Services History No change 189 29 0.01% 0.01% 1247 0 0.0% Q2 2026 Aug 05, 2026
Nemes Rush Group LLC History No change 190 29 0.0% 0.0% 1248 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 183 28 0.01% 0.01% 1249 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 175 27 0.0% 0.0% 1250 0 0.0% Q2 2026 Jul 21, 2026
Bradley & Co. Private Wealth Management, LLC History No change 166 26 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 160 25 0.0% 0.0% 1252 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 151 24 0.0% 0.0% 1253 0 0.0% Q2 2026 Aug 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 154 24 0.0% 0.0% 1254 0 0.0% Q2 2026 Jul 30, 2026
Independence Bank of Kentucky History No change 155 24 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 13, 2026
BAYBAN History No change 155 24 0.02% 0.02% 1256 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 148 23 0.0% 0.0% 1257 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 141 22 0.0% 0.0% 1258 0 0.0% Q2 2026 Sep 04, 2026
Wiser Advisor Group LLC History No change 135 21 0.02% 0.02% 1259 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 135 21 0.01% 0.01% 1260 0 0.0% Q2 2026 Jul 21, 2026
Birchwood Financial Partners, Inc. History No change 139 21 0.02% 0.02% 1261 0 0.0% Q2 2026 Aug 06, 2026
GODSEY & GIBB, INC History No change 132 20 0.0% 0.0% 1262 0 0.0% Q2 2026 Jul 13, 2026
GROUP ONE TRADING LLC History No change 133 20 0.0% 0.0% 1263 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 132 20 0.0% 0.0% 1264 0 0.0% Q2 2026 Aug 14, 2026
ROSS\JOHNSON & Associates LLC History No change 132 20 0.31% 0.31% 1265 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 129 20 0.01% 0.01% 1266 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 123 19 0.0% 0.0% 1267 0 0.0% Q2 2026 Jul 28, 2026
Tradewinds Capital Management, LLC History No change 125 19 0.0% 0.0% 1268 0 0.0% Q2 2026 Jul 23, 2026
CBIZ Investment Advisory Services, LLC History No change 135 18 0.0% 0.0% 1269 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 113 17 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 27, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 110 17 0.01% 0.01% 1271 0 0.0% Q2 2026 Aug 04, 2026
HighMark Wealth Management LLC History No change 113 17 0.01% 0.01% 1272 0 0.0% Q2 2026 Aug 12, 2026
Bruce G. Allen Investments, LLC History No change 114 17 0.01% 0.01% 1273 0 0.0% Q2 2026 Jul 31, 2026
Winch Advisory Services, LLC History No change 103 16 0.0% 0.0% 1274 0 0.0% Q2 2026 Aug 06, 2026
Darwin Wealth Management, LLC History No change 107 16 0.0% 0.0% 1275 0 0.0% Q2 2026 Jul 21, 2026
Costello Asset Management, INC History No change 107 16 0.0% 0.0% 1276 0 0.0% Q2 2026 Jul 28, 2026
Gladwyn Financial Advisors, Inc. History No change 106 16 0.01% 0.01% 1277 0 0.0% Q3 2026 Oct 05, 2026
REXFORD CAPITAL INC History No change 108 16 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 100 15 0.0% 0.0% 1279 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 98 15 0.0% 0.0% 1280 0 0.0% Q2 2026 Jul 23, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 95 14 0.0% 0.0% 1281 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 95 14 0.0% 0.0% 1282 0 0.0% Q2 2026 Jul 07, 2026
Rossby Financial, LCC History No change 90 14 0.0% 0.0% 1283 0 0.0% Q2 2026 Aug 04, 2026
TIAA Wealth Investment Management LLC History No change 95 14 0.0% 0.0% 1284 0 0.0% Q2 2026 Aug 10, 2026
Friedenthal Financial History No change 89 13 0.01% 0.01% 1285 0 0.0% Q2 2026 Jul 13, 2026
TORONTO DOMINION BANK History No change 81 12 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 14, 2026
PayPay Securities Corp History No change 78 12 0.29% 0.29% 1287 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 76 11 0.0% 0.0% 1288 0 0.0% Q2 2026 Aug 13, 2026
WestEnd Advisors, LLC History No change 69 10 0.0% 0.0% 1289 0 0.0% Q2 2026 Jul 22, 2026
4Thought Financial Group Inc. History No change 67 10 0.0% 0.0% 1290 0 0.0% Q2 2026 Jul 28, 2026
Gold Investment Management Ltd. History No change 70 10 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 05, 2026
Davis Capital Management History No change 52 8 0.0% 0.0% 1292 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 51 8 0.0% 0.0% 1293 0 0.0% Q2 2026 Aug 13, 2026
Miller Capital Partners, Inc. History No change 55 8 0.0% 0.0% 1294 0 0.0% Q2 2026 Aug 12, 2026
Pillar Financial Advisors, LLC History No change 44 6 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 24, 2026
Security National Bank History No change 34 5 0.0% 0.0% 1296 0 0.0% Q2 2026 Jul 15, 2026
Physician Wealth Advisors, Inc. History No change 33 5 0.0% 0.0% 1297 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 36 5 0.0% 0.0% 1298 0 0.0% Q2 2026 Aug 03, 2026
Cordant, Inc. History No change 35 5 0.0% 0.0% 1299 0 0.0% Q2 2026 Jul 14, 2026
Beaird Harris Wealth Management, LLC History No change 34 5 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 08, 2026
Joseph Group Capital Management History No change 32 5 0.0% 0.0% 1301 0 0.0% Q2 2026 Aug 06, 2026
Crews Bank & Trust History No change 35 5 0.0% 0.0% 1302 0 0.0% Q2 2026 Jul 16, 2026
Coastline Trust Co History No change 30 4 0.0% 0.0% 1303 0 0.0% Q3 2026 Oct 01, 2026
BFSG, LLC History No change 26 4 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 20, 2026
Guardian Partners Inc. History No change 31 4 0.0% 0.0% 1305 0 0.0% Q2 2026 Jul 29, 2026
Gen-Wealth Partners Inc History No change 26 4 0.0% 0.0% 1306 0 0.0% Q2 2026 Aug 10, 2026
Westfuller Advisors, LLC History No change 30 4 0.0% 0.0% 1307 0 0.0% Q2 2026 Jul 29, 2026
PITTENGER & ANDERSON INC History No change 21 3 0.0% 0.0% 1308 0 0.0% Q2 2026 Jul 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 16 3 0.0% 0.0% 1309 0 0.0% Q2 2026 Aug 18, 2026
VIRTUS ADVISERS, LLC History No change 24 3 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History New 14 2 0.0% — 1321 +14 New Q3 2026 Oct 05, 2026
FIRST HORIZON CORP History No change 13 2 0.0% 0.0% 1311 0 0.0% Q2 2026 Jul 20, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 17 2 0.0% 0.0% 1312 0 0.0% Q2 2026 Aug 05, 2026
Community Financial Services Group, LLC History No change 15 2 0.0% 0.0% 1313 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Advisors History No change 17 2 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 15 2 0.0% 0.0% 1315 0 0.0% Q2 2026 Sep 15, 2026
Legacies Wealth LLC History No change 17 2 0.0% 0.0% 1316 0 0.0% Q2 2026 Jul 22, 2026
Bell Investment Advisors, Inc History No change 14 2 0.0% 0.0% 1317 0 0.0% Q2 2026 Aug 06, 2026
Aspect Partners, LLC History No change 13 2 0.0% 0.0% 1318 0 0.0% Q2 2026 Jul 16, 2026
Central Pacific Bank - Trust Division History No change 18 2 0.0% 0.0% 1319 0 0.0% Q3 2026 Oct 05, 2026
Wilkerson Advisory Group LLC History No change 17 2 0.0% 0.0% 1320 0 0.0% Q2 2026 Jul 21, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 7 1 0.0% 0.0% 1322 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History No change 7 1 0.0% 0.0% 1323 0 0.0% Q2 2026 Jul 28, 2026
Front Row Advisors LLC History No change 7 1 0.0% 0.0% 1324 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Wealth Strategies, LLC History No change 8 1 0.0% 0.0% 1325 0 0.0% Q2 2026 Jul 23, 2026
Concord Wealth Partners History No change 10 1 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 27, 2026
Matrix Trust Co History Closed out 0 0 — 0.1% — -4,378 -100.0% Q3 2026 Oct 07, 2026
ATWOOD & PALMER INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
ALBION FINANCIAL GROUP /UT History No change 3 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
1620 INVESTMENT ADVISORS, INC. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Main Street Group, LTD History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026