VANGUARD MALVERN FUNDS - VTIP

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
LPL Financial LLC History No change 18,526,302 930,576 0.21% 0.21% 1 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 7,347,518 369,065 3.92% 3.92% 2 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 7,281,217 365,735 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 7,049,255 353,088 1.04% 1.04% 4 0 0.0% Q2 2026 Aug 10, 2026
MORGAN STANLEY History No change 6,439,963 323,479 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 6,137,312 308,277 0.59% 0.59% 6 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 6,019,982 302,382 0.27% 0.27% 7 0 0.0% Q2 2026 Aug 14, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 5,683,131 285,463 4.12% 4.12% 8 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 5,337,573 268,106 0.27% 0.27% 9 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 5,146,018 258,484 3.77% 3.77% 10 0 0.0% Q2 2026 Jul 14, 2026
Wealthspire Advisors, LLC History No change 5,045,602 253,440 1.4% 1.4% 11 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 4,995,637 250,932 2.13% 2.13% 12 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 4,790,222 240,612 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,345,770 218,278 0.05% 0.05% 14 0 0.0% Q2 2026 Sep 23, 2026
BANK OF AMERICA CORP /DE/ History No change 4,320,397 217,013 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 2,611,590 131,180 5.58% 5.58% 16 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 2,386,258 119,861 0.12% 0.12% 17 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 2,338,765 117,476 0.44% 0.44% 18 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 2,102,882 105,627 2.42% 2.42% 19 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 2,030,876 102,010 5.23% 5.23% 20 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,953,570 98,127 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 1,869,358 93,897 15.87% 15.87% 22 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,847,655 92,807 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 1,741,550 87,478 0.11% 0.11% 24 0 0.0% Q2 2026 Aug 14, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 1,718,938 86,342 13.77% 13.77% 25 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 1,673,562 84,063 0.14% 0.14% 26 0 0.0% Q2 2026 Jul 30, 2026
FIRST INTERSTATE BANK History No change 1,568,915 78,806 4.11% 4.11% 27 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Services, Inc. History No change 1,543,640 77,537 3.4% 3.4% 28 0 0.0% Q2 2026 Aug 24, 2026
True Link Financial Advisors, LLC History No change 1,525,646 76,633 4.43% 4.43% 29 0 0.0% Q2 2026 Jul 31, 2026
Russell Investments Group, Ltd. History No change 1,478,713 74,275 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 1,380,243 69,330 0.12% 0.12% 31 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,333,566 67,065 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 1,303,595 65,479 0.43% 0.43% 33 0 0.0% Q2 2026 Aug 10, 2026
Empowered Funds, LLC History No change 1,258,283 62,347 0.33% 0.33% 34 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 1,209,758 60,766 0.77% 0.77% 35 0 0.0% Q2 2026 Aug 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,193,049 59,926 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,184,197 59,484 0.07% 0.07% 37 0 0.0% Q2 2026 Aug 14, 2026
Garde Capital, Inc. History No change 1,156,378 58,084 2.6% 2.6% 38 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 1,146,348 57,581 0.05% 0.05% 39 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 1,062,481 53,368 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 1,014,386 50,952 2.2% 2.2% 41 0 0.0% Q2 2026 Jul 21, 2026
AMERIPRISE FINANCIAL INC History No change 964,393 48,441 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 900,431 45,228 1.69% 1.69% 43 0 0.0% Q2 2026 Aug 07, 2026
ALTFEST L J & CO INC History No change 852,080 42,799 4.15% 4.15% 44 0 0.0% Q2 2026 Jul 30, 2026
Pacific Sage Partners, LLC History No change 809,759 40,674 5.77% 5.77% 45 0 0.0% Q2 2026 Aug 06, 2026
MOLLER WEALTH PARTNERS History No change 807,517 40,561 7.34% 7.34% 46 0 0.0% Q2 2026 Jul 15, 2026
RAYMOND JAMES FINANCIAL INC History No change 796,228 39,994 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 791,967 39,780 6.25% 6.25% 48 0 0.0% Q2 2026 Jul 23, 2026
Bank of New York Mellon Corp History No change 786,928 39,527 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 06, 2026
Financial Plan, Inc. History No change 776,767 39,017 3.7% 3.7% 50 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 749,748 37,660 0.68% 0.68% 51 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 738,693 37,104 4.13% 4.13% 52 0 0.0% Q2 2026 Jul 23, 2026
Ethos Capital Management, Inc. History No change 715,805 35,954 25.6% 25.6% 53 0 0.0% Q2 2026 Jul 16, 2026
Beacon Capital Management, Inc. History No change 712,474 35,787 2.17% 2.17% 54 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 683,280 34,321 20.55% 20.55% 55 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 661,676 33,235 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 19, 2026
Arlington Financial Advisors, LLC History No change 653,370 32,818 4.17% 4.17% 57 0 0.0% Q2 2026 Jul 22, 2026
Marotta Asset Management History Reduced 659,236 32,447 5.51% 5.5% 58 -7,931 -1.19% Q3 2026 Oct 02, 2026
DEFINE FINANCIAL, LLC History No change 644,675 32,382 14.87% 14.87% 59 0 0.0% Q2 2026 Jul 13, 2026
Kestra Advisory Services, LLC History No change 639,705 32,132 0.1% 0.1% 60 0 0.0% Q2 2026 Jul 28, 2026
Stratos Investment Management, LLC History No change 623,489 31,317 1.13% 1.13% 61 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 623,336 31,310 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 617,814 31,032 0.12% 0.12% 63 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 600,890 30,182 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 542,843 30,146 0.02% 0.02% 65 0 0.0% Q2 2026 Sep 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 599,305 30,103 3.97% 3.97% 66 0 0.0% Q2 2026 Jul 13, 2026
Adventist Health System/ West History No change 572,974 28,780 4.51% 4.51% 67 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 550,581 27,264 9.22% 9.22% 68 0 0.0% Q2 2026 Jul 21, 2026
Graves Light Lenhart Wealth, Inc. History Added to 540,037 26,580 2.49% 0.85% 69 +358,039 196.73% Q3 2026 Oct 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 525,001 26,370 0.03% 0.03% 70 0 0.0% Q2 2026 Jul 29, 2026
Alaska Permanent Capital Management, LLC History No change 521,491 26,194 1.71% 1.71% 71 0 0.0% Q2 2026 Aug 11, 2026
Financial Solutions Advisory Group, Inc. History No change 522,120 25,928 3.28% 3.28% 72 0 0.0% Q2 2026 Jul 13, 2026
WEBSTER BANK, N. A. History No change 516,076 25,922 2.25% 2.25% 73 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 514,454 25,840 0.12% 0.12% 74 0 0.0% Q2 2026 Aug 03, 2026
VAN STRUM & TOWNE INC. History No change 510,557 25,645 6.99% 6.99% 75 0 0.0% Q2 2026 Jul 31, 2026
Schorn Wealth LLC History No change 506,031 25,417 6.65% 6.65% 76 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 499,187 25,074 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 27, 2026
Deane Retirement Strategies, Inc. History Reduced 488,731 24,054 9.85% 10.55% 78 -7,227 -1.46% Q3 2026 Oct 08, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 436,245 21,912 16.23% 16.23% 79 0 0.0% Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History No change 434,677 21,833 0.04% 0.04% 80 0 0.0% Q2 2026 Aug 05, 2026
Woodward Financial Advisors, Inc. History No change 432,340 21,716 7.26% 7.26% 81 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 429,630 21,580 0.34% 0.34% 82 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 428,783 21,537 0.0% 0.0% 83 0 0.0% Q2 2026 Sep 02, 2026
ProVise Management Group, LLC History No change 426,377 21,416 1.44% 1.44% 84 0 0.0% Q2 2026 Aug 03, 2026
Burton Enright Welch History No change 422,683 21,231 2.49% 2.49% 85 0 0.0% Q2 2026 Jul 17, 2026
Chemistry Wealth Management LLC History No change 422,416 21,217 3.39% 3.39% 86 0 0.0% Q2 2026 Jul 09, 2026
SWAN Capital LLC History No change 422,205 21,207 7.26% 7.26% 87 0 0.0% Q2 2026 Aug 13, 2026
Goodman Financial Corp History No change 421,313 21,162 3.27% 3.27% 88 0 0.0% Q2 2026 Jul 29, 2026
MAYPORT, LLC History No change 420,360 21,114 3.27% 3.27% 89 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History No change 420,192 21,106 2.3% 2.3% 90 0 0.0% Q2 2026 Jul 22, 2026
BANK OF MONTREAL /CAN/ History No change 418,059 20,999 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
NKCFO LLC History No change 415,950 20,893 6.33% 6.33% 92 0 0.0% Q2 2026 Aug 13, 2026
Brickley Wealth Management History No change 414,646 20,827 2.99% 2.99% 93 0 0.0% Q2 2026 Jul 13, 2026
Fairway Wealth LLC History No change 1,111,931 20,675 4.73% 4.73% 94 0 0.0% Q2 2026 Jul 24, 2026
MML INVESTORS SERVICES, LLC History No change 410,143 20,601 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Planning, Inc. History Added to 412,206 20,288 4.5% 4.42% 96 +27,888 7.26% Q3 2026 Oct 08, 2026
Atria Investments, Inc History No change 395,897 19,885 0.2% 0.2% 97 0 0.0% Q2 2026 Jul 28, 2026
Sellwood Investment Partners LLC History No change 394,459 19,813 6.99% 6.99% 98 0 0.0% Q2 2026 Jul 27, 2026
Portland Global Advisors LLC History No change 390,446 19,612 1.86% 1.86% 99 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 387,486 19,463 0.27% 0.27% 100 0 0.0% Q2 2026 Aug 18, 2026
Nova R Wealth, Inc. History No change 385,525 19,364 5.65% 5.65% 101 0 0.0% Q2 2026 Jul 17, 2026
Farther Finance Advisors, LLC History Added to 388,184 19,106 0.13% 0.14% 102 +23,112 6.33% Q3 2026 Oct 08, 2026
Lifeworks Advisors, LLC History No change 370,992 18,634 1.95% 1.95% 103 0 0.0% Q2 2026 Aug 14, 2026
Wingate Wealth Advisors, Inc. History No change 369,500 18,559 8.17% 8.17% 104 0 0.0% Q2 2026 Jul 29, 2026
ALLIANCEBERNSTEIN L.P. History No change 371,543 18,558 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 364,472 18,307 1.86% 1.86% 106 0 0.0% Q2 2026 Jul 28, 2026
Asset Management One Co., Ltd. History No change 359,467 18,056 0.05% 0.05% 107 0 0.0% Q2 2026 Jul 28, 2026
LPWM LLC History No change 359,230 18,044 4.0% 4.0% 108 0 0.0% Q2 2026 Jul 24, 2026
Penserra Capital Management LLC History No change 359,018 18,033 0.14% 0.14% 109 0 0.0% Q2 2026 Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 358,555 18,010 1.42% 1.42% 110 0 0.0% Q2 2026 Aug 06, 2026
Emprise Bank History Reduced 356,639 17,553 6.71% 6.66% 111 -3,483 -0.97% Q3 2026 Oct 07, 2026
Beacon Pointe Advisors, LLC History No change 347,262 17,442 0.08% 0.08% 112 0 0.0% Q2 2026 Aug 18, 2026
Greystone Financial Group, LLC History No change 345,296 17,344 4.85% 4.85% 113 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 337,503 16,953 0.04% 0.04% 114 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 335,679 16,861 0.41% 0.41% 115 0 0.0% Q2 2026 Jul 20, 2026
North Star Investment Management Corp. History No change 333,012 16,727 0.91% 0.91% 116 0 0.0% Q2 2026 Jul 28, 2026
Apella Capital, LLC History Reduced 343,369 16,639 0.21% 0.25% 117 -19,504 -5.37% Q3 2026 Oct 08, 2026
BOSTON FAMILY OFFICE LLC History No change 330,842 16,618 1.01% 1.01% 118 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 328,366 16,493 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 319,596 16,053 0.06% 0.06% 120 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 313,502 15,747 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
ATMOS ADVISORY, LLC History Added to 316,500 15,578 8.29% 8.24% 122 +2,626 0.84% Q3 2026 Oct 06, 2026
Twelve Points Wealth Management LLC History No change 304,623 15,301 3.07% 3.07% 123 0 0.0% Q2 2026 Aug 07, 2026
Carnegie Investment Counsel History No change 287,233 14,427 0.29% 0.29% 124 0 0.0% Q2 2026 Jul 30, 2026
Verus Financial Partners, Inc. History No change 286,832 14,407 1.23% 1.23% 125 0 0.0% Q2 2026 Jul 21, 2026
Alaska Wealth Advisors, LLC History No change 284,320 14,281 1.55% 1.55% 126 0 0.0% Q2 2026 Aug 11, 2026
Baron Financial Group, LLC History Added to 280,745 13,818 6.73% 6.55% 127 +7,360 2.69% Q3 2026 Oct 09, 2026
Savvy Advisors, Inc. History No change 270,802 13,602 0.29% 0.29% 128 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 270,503 13,587 0.08% 0.08% 129 0 0.0% Q2 2026 Aug 17, 2026
55 North Private Wealth, LLC History No change 267,911 13,457 2.65% 2.65% 130 0 0.0% Q2 2026 Jul 07, 2026
Beaird Harris Wealth Management, LLC History No change 266,385 13,380 0.84% 0.84% 131 0 0.0% Q2 2026 Jul 08, 2026
Rehmann Capital Advisory Group History No change 263,775 13,259 0.61% 0.61% 132 0 0.0% Q2 2026 Aug 20, 2026
Vertrix Wealth Management, LLC History No change 262,186 13,169 4.43% 4.43% 133 0 0.0% Q2 2026 Jul 09, 2026
ADVOCATE GROUP LLC History No change 258,546 12,986 1.95% 1.95% 134 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 257,616 12,940 0.21% 0.21% 135 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 256,344 12,876 0.26% 0.26% 136 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 253,720 12,744 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
McLean Asset Management Corp History No change 256,247 12,725 1.68% 1.68% 138 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 247,165 12,430 1.2% 1.2% 139 0 0.0% Q2 2026 Aug 11, 2026
AMG National Trust Bank History No change 237,626 11,935 0.24% 0.24% 140 0 0.0% Q2 2026 Aug 06, 2026
ROBERTS GLORE & CO INC /IL/ History No change 236,594 11,884 2.94% 2.94% 141 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 234,410 11,774 0.13% 0.13% 142 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 233,092 11,708 0.07% 0.07% 143 0 0.0% Q2 2026 Jul 20, 2026
HAMEL ASSOCIATES, INC. History No change 232,135 11,660 3.22% 3.22% 144 0 0.0% Q2 2026 Jul 27, 2026
FIDELIS iM, LLC History No change 231,723 11,639 3.97% 3.97% 145 0 0.0% Q2 2026 Jul 22, 2026
Brady Martz Wealth Solutions, LLC History No change 230,722 11,589 1.75% 1.75% 146 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History No change 229,601 11,532 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 225,134 11,308 0.1% 0.1% 148 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 224,630 11,283 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 224,156 11,259 0.14% 0.14% 150 0 0.0% Q2 2026 Aug 04, 2026
Trust Co History Added to 227,773 11,210 0.98% 0.9% 151 +29,416 14.83% Q3 2026 Oct 09, 2026
Frisco Financial Planning LLC History Added to 226,261 11,136 8.67% 8.34% 153 +6,043 2.74% Q3 2026 Oct 05, 2026
CONNABLE OFFICE INC History No change 221,716 11,136 0.98% 0.98% 152 0 0.0% Q2 2026 Aug 03, 2026
Kondo Wealth Advisors, Inc. History No change 218,914 10,996 3.68% 3.68% 154 0 0.0% Q2 2026 Jul 21, 2026
Net Worth Advisory Group History No change 218,555 10,978 2.77% 2.77% 155 0 0.0% Q2 2026 Jul 13, 2026
Colorado Capital Management, Inc. History No change 218,240 10,962 3.74% 3.74% 156 0 0.0% Q2 2026 Jul 08, 2026
Financial & Tax Architects, LLC History No change 211,203 10,608 2.24% 2.24% 157 0 0.0% Q2 2026 Jul 23, 2026
Aurelius Family Office LLC History No change 211,089 10,603 4.18% 4.18% 158 0 0.0% Q2 2026 Jul 13, 2026
Addison Advisors LLC History No change 210,304 10,563 4.99% 4.99% 159 0 0.0% Q2 2026 Aug 10, 2026
LEUTHOLD GROUP, LLC History No change 209,972 10,546 1.06% 1.06% 160 0 0.0% Q2 2026 Aug 04, 2026
LifeWealth Investments, LLC History No change 206,411 10,368 2.77% 2.77% 161 0 0.0% Q2 2026 Jul 16, 2026
Sepio Capital, LP History No change 202,550 10,174 0.51% 0.51% 162 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 202,481 10,170 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 03, 2026
Cherry Tree Wealth Management, LLC History No change 201,306 10,111 1.9% 1.9% 164 0 0.0% Q2 2026 Sep 15, 2026
Ethos Financial Group, LLC History No change 202,806 10,075 0.67% 0.67% 165 0 0.0% Q2 2026 Aug 07, 2026
Summit Global Investments History No change 200,465 10,069 0.55% 0.55% 166 0 0.0% Q2 2026 Aug 03, 2026
Magnus Financial Group LLC History No change 197,766 9,933 0.7% 0.7% 167 0 0.0% Q2 2026 Jul 09, 2026
Sovereign Financial Group, Inc. History No change 197,426 9,916 1.52% 1.52% 168 0 0.0% Q2 2026 Jul 24, 2026
Almanack Investment Partners, LLC. History No change 194,395 9,764 1.24% 1.24% 169 0 0.0% Q2 2026 Jul 30, 2026
C M BIDWELL & ASSOCIATES LTD History No change 193,848 9,736 3.98% 3.98% 170 0 0.0% Q2 2026 Aug 11, 2026
Quadrature Capital Ltd History No change 193,713 9,730 0.08% 0.08% 171 0 0.0% Q2 2026 Aug 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 191,735 9,630 1.05% 1.05% 172 0 0.0% Q2 2026 Aug 13, 2026
SVRN Asset Management, LLC History No change 191,697 9,628 4.95% 4.95% 173 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 189,114 9,499 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
SimpliFi, Inc. History No change 188,962 9,491 3.75% 3.75% 175 0 0.0% Q2 2026 Jul 24, 2026
ShankerValleau Wealth Advisors, Inc. History No change 188,667 9,476 2.5% 2.5% 176 0 0.0% Q2 2026 Jul 09, 2026
XY Planning Network, Inc. History No change 188,498 9,468 1.19% 1.19% 177 0 0.0% Q2 2026 Jul 14, 2026
Finhabits Advisors LLC History No change 188,426 9,464 7.96% 7.96% 178 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 187,557 9,420 0.06% 0.06% 179 0 0.0% Q2 2026 Sep 08, 2026
NVWM, LLC History No change 185,611 9,323 1.88% 1.88% 180 0 0.0% Q2 2026 Jul 28, 2026
Wright Wealth LLC History No change 181,857 9,134 5.49% 5.49% 181 0 0.0% Q2 2026 Jul 29, 2026
White Lighthouse Investment Management Inc. History No change 179,052 8,993 1.12% 1.12% 182 0 0.0% Q2 2026 Aug 04, 2026
Friday Financial History Added to 185,693 8,989 1.78% 1.99% 183 +35,770 23.86% Q3 2026 Oct 09, 2026
HBE Wealth Management, LLC History No change 178,545 8,968 6.44% 6.44% 184 0 0.0% Q2 2026 Jul 13, 2026
Clarity Capital Advisors, LLC History No change 177,909 8,936 3.75% 3.75% 185 0 0.0% Q2 2026 Jul 13, 2026
Whitegate Investment Counselors, Inc. History No change 177,179 8,899 2.53% 2.53% 186 0 0.0% Q2 2026 Aug 10, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 177,112 8,896 2.62% 2.62% 187 0 0.0% Q2 2026 Aug 04, 2026
Robinswood Financial LLC History No change 176,420 8,861 2.54% 2.54% 188 0 0.0% Q2 2026 Jul 14, 2026
Steward Partners Investment Advisory, LLC History No change 171,857 8,632 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 13, 2026
Bouvel Investment Partners, LLC History No change 169,981 8,538 1.93% 1.93% 190 0 0.0% Q2 2026 Jul 17, 2026
Gradient Capital Advisors, LLC History No change 169,781 8,528 1.98% 1.98% 191 0 0.0% Q2 2026 Jul 13, 2026
Bulwark Capital Corp History No change 169,013 8,489 4.78% 4.78% 192 0 0.0% Q2 2026 Jul 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 168,309 8,454 0.04% 0.04% 193 0 0.0% Q2 2026 Sep 23, 2026
RWA WEALTH PARTNERS, LLC History No change 168,213 8,449 0.08% 0.08% 194 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 168,047 8,441 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 12, 2026
Guild Investment Management, Inc. History No change 165,305 8,303 5.67% 5.67% 196 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 163,649 8,221 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 163,310 8,203 0.09% 0.09% 198 0 0.0% Q2 2026 Aug 12, 2026
Family CFO Inc History No change 163,287 8,201 3.16% 3.16% 199 0 0.0% Q2 2026 Jul 20, 2026
Roundview Capital LLC History No change 162,627 8,168 0.45% 0.45% 200 0 0.0% Q2 2026 Jul 30, 2026
Factor Wealth Management LTD History Reduced 165,473 8,144 1.25% 1.56% 201 -39,658 -19.33% Q3 2026 Oct 08, 2026
TrueWealth Financial Partners History No change 160,076 8,040 3.32% 3.32% 202 0 0.0% Q2 2026 Aug 13, 2026
PALLADIEM, LLC History No change 160,035 8,038 7.8% 7.8% 203 0 0.0% Q2 2026 Aug 13, 2026
FAMILY WEALTH PARTNERS, LLC History No change 158,373 7,955 2.44% 2.44% 204 0 0.0% Q2 2026 Jul 10, 2026
Allworth Financial LP History No change 158,125 7,942 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 11, 2026
Procyon Advisors, LLC History No change 157,374 7,904 0.34% 0.34% 206 0 0.0% Q2 2026 Jul 09, 2026
Good Harbor Advisors, Inc. History No change 155,086 7,790 7.62% 7.62% 207 0 0.0% Q2 2026 Jul 17, 2026
Plum Street Advisors, LLC History No change 153,451 7,707 2.46% 2.46% 208 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 152,411 7,655 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 11, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 150,171 7,543 0.59% 0.59% 210 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History Added to 148,807 7,324 0.87% 0.86% 211 +5,478 3.82% Q3 2026 Oct 08, 2026
Curran Financial Partners, LLC History No change 145,576 7,312 1.09% 1.09% 212 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 141,696 7,117 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
3EDGE Asset Management, LP History No change 140,916 7,078 0.32% 0.32% 214 0 0.0% Q2 2026 Jul 27, 2026
Certified Advisory Corp History No change 140,849 7,074 0.57% 0.57% 215 0 0.0% Q2 2026 Jul 16, 2026
BALLAST ADVISORS LLC History No change 140,394 7,051 1.68% 1.68% 216 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Advisors, LLC History No change 137,517 6,907 1.77% 1.77% 217 0 0.0% Q2 2026 Aug 06, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 135,668 6,814 1.17% 1.17% 218 0 0.0% Q2 2026 Aug 10, 2026
Elevation Capital Advisory, LLC History No change 135,370 6,799 2.63% 2.63% 219 0 0.0% Q2 2026 Jul 27, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 132,902 6,675 3.61% 3.61% 220 0 0.0% Q2 2026 Aug 11, 2026
Meritas Wealth Management, LLC History No change 132,871 6,674 2.61% 2.61% 221 0 0.0% Q2 2026 Jul 21, 2026
Global Wealth Management, LLC History No change 132,699 6,665 3.39% 3.39% 222 0 0.0% Q2 2026 Jul 20, 2026
Tilson Financial Group, Inc. History No change 132,472 6,654 1.83% 1.83% 223 0 0.0% Q2 2026 Jul 27, 2026
Greenbush Financial Group, LLC History No change 132,386 6,649 1.96% 1.96% 224 0 0.0% Q2 2026 Jul 21, 2026
Banco Santander, S.A. History No change 130,387 6,549 0.04% 0.04% 225 0 0.0% Q2 2026 Jul 29, 2026
Peirce Capital Management, LLC History No change 127,798 6,419 2.35% 2.35% 226 0 0.0% Q2 2026 Jul 10, 2026
Secure Asset Management, LLC History No change 127,696 6,414 0.9% 0.9% 227 0 0.0% Q2 2026 Jul 15, 2026
Fort Vancouver Investment Management, LLC History No change 127,650 6,411 2.99% 2.99% 228 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 126,753 6,366 0.03% 0.03% 229 0 0.0% Q2 2026 Jul 27, 2026
Cloud Capital Management, LLC History No change 126,725 6,365 2.32% 2.32% 230 0 0.0% Q2 2026 Aug 13, 2026
RFP Financial Group LLC History No change 126,312 6,344 2.84% 2.84% 231 0 0.0% Q2 2026 Aug 14, 2026
Manuka Financial, LLC History No change 122,798 6,168 3.2% 3.2% 232 0 0.0% Q2 2026 Jul 31, 2026
Callan Family Office, LLC History No change 122,234 6,139 0.12% 0.12% 233 0 0.0% Q2 2026 Aug 11, 2026
Morningstar Investment Management LLC History No change 121,257 6,056 0.37% 0.37% 234 0 0.0% Q2 2026 Jul 21, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 120,489 6,052 0.32% 0.32% 235 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 119,732 6,014 0.18% 0.18% 236 0 0.0% Q2 2026 Jul 15, 2026
Lido Advisors, LLC History No change 119,178 5,986 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 07, 2026
Symmetry Partners, LLC History No change 117,243 5,889 0.3% 0.3% 238 0 0.0% Q2 2026 Jul 23, 2026
Mirae Asset Global Investments Co., Ltd. History No change 116,735 5,863 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 22, 2026
Essential Planning, LLC. History No change 116,587 5,856 1.65% 1.65% 240 0 0.0% Q2 2026 Aug 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 116,454 5,849 0.45% 0.45% 241 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 116,196 5,836 0.04% 0.04% 242 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 115,968 5,825 0.14% 0.14% 243 0 0.0% Q2 2026 Aug 11, 2026
Aspirean Wealth, LLC History No change 115,425 5,797 5.39% 5.39% 244 0 0.0% Q2 2026 Aug 06, 2026
Mullaney, Keating & Wright, Inc. History No change 114,848 5,768 2.79% 2.79% 245 0 0.0% Q2 2026 Jul 14, 2026
TME FINANCIAL, INC. History No change 114,678 5,760 3.56% 3.56% 246 0 0.0% Q2 2026 Jul 23, 2026
Northern Lights Advisors, Inc. History No change 113,207 5,686 3.09% 3.09% 247 0 0.0% Q2 2026 Aug 06, 2026
Shotwell Rutter Baer Inc History No change 111,644 5,607 3.08% 3.08% 248 0 0.0% Q2 2026 Jul 21, 2026
Tidal Investments LLC History No change 110,008 5,525 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 13, 2026
Aerodigm Wealth, LLC History No change 106,332 5,341 1.8% 1.8% 250 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Investment Partners LLC History No change 106,315 5,340 0.45% 0.45% 251 0 0.0% Q2 2026 Aug 04, 2026
Squire Investment Management Company, LLC History No change 103,823 5,215 1.26% 1.26% 252 0 0.0% Q2 2026 Jul 28, 2026
POINCIANA ADVISORS GROUP, LLC History No change 103,402 5,193 3.85% 3.85% 253 0 0.0% Q2 2026 Jul 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 102,663 5,156 0.65% 0.65% 254 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 102,321 5,139 0.09% 0.09% 255 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 101,713 5,109 0.11% 0.11% 256 0 0.0% Q2 2026 Jul 29, 2026
ANDERSON HOAGLAND & CO History No change 100,376 5,041 0.4% 0.4% 257 0 0.0% Q2 2026 Jul 06, 2026
AMES NATIONAL CORP History No change 100,003 5,023 2.76% 2.76% 258 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 99,602 5,003 0.28% 0.28% 259 0 0.0% Q2 2026 Aug 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 98,310 4,938 0.07% 0.07% 260 0 0.0% Q2 2026 Aug 11, 2026
Genesis Wealth Advisors, LLC History No change 98,047 4,924 2.94% 2.94% 261 0 0.0% Q2 2026 Aug 07, 2026
Hoese & Co LLP History No change 97,390 4,890 3.18% 3.18% 262 0 0.0% Q2 2026 Jul 14, 2026
Destiny Wealth Partners, LLC History No change 96,002 4,767 0.67% 0.67% 263 0 0.0% Q2 2026 Aug 07, 2026
Compass Financial Group, Inc. History No change 94,673 4,755 2.01% 2.01% 264 0 0.0% Q2 2026 Aug 04, 2026
URS Advisory LLC History No change 94,194 4,731 2.63% 2.63% 265 0 0.0% Q2 2026 Jul 27, 2026
EJMK Ventures LLC History No change 94,201 4,731 2.15% 2.15% 266 0 0.0% Q2 2026 Aug 06, 2026
Hurlow Wealth Management Group, Inc. History No change 93,496 4,696 0.98% 0.98% 267 0 0.0% Q2 2026 Aug 05, 2026
Petersen Hastings Wealth Advisors Inc. History No change 93,141 4,678 0.39% 0.39% 268 0 0.0% Q2 2026 Jul 17, 2026
Belleair Asset Management, LLC History No change 93,078 4,675 3.93% 3.93% 269 0 0.0% Q2 2026 Jul 15, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 92,910 4,666 0.74% 0.74% 270 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 92,352 4,638 0.1% 0.1% 271 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY TRUST CO History No change 92,312 4,636 0.05% 0.05% 272 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Money Management Services LLC History No change 89,976 4,519 2.84% 2.84% 273 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 88,748 4,457 0.13% 0.13% 274 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 88,400 4,440 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 88,269 4,433 1.42% 1.42% 276 0 0.0% Q2 2026 Jul 17, 2026
Sequoia Financial Advisors, LLC History No change 88,219 4,431 0.02% 0.02% 277 0 0.0% Q2 2026 Jul 17, 2026
Brookwood Investment Group LLC History No change 86,227 4,331 0.49% 0.49% 278 0 0.0% Q2 2026 Jul 23, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 85,735 4,306 1.46% 1.46% 279 0 0.0% Q2 2026 Jul 21, 2026
Austin Asset Management Co Inc History No change 85,089 4,274 0.6% 0.6% 280 0 0.0% Q2 2026 Jul 31, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 84,266 4,232 0.54% 0.54% 281 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 84,781 4,208 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 15, 2026
SFM, LLC History No change 83,134 4,175 2.14% 2.14% 283 0 0.0% Q2 2026 Jul 07, 2026
WEST PACES ADVISORS INC. History No change 81,510 4,094 0.69% 0.69% 284 0 0.0% Q2 2026 Jul 17, 2026
Chesley Taft & Associates LLC History No change 79,619 3,999 0.16% 0.16% 285 0 0.0% Q2 2026 Jul 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 79,365 3,986 0.19% 0.19% 286 0 0.0% Q2 2026 Jul 28, 2026
Southeast Asset Advisors, LLC History No change 79,325 3,984 0.4% 0.4% 287 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 79,310 3,983 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 78,668 3,951 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 24, 2026
SAGE RHINO CAPITAL LLC History No change 78,478 3,941 0.64% 0.64% 290 0 0.0% Q2 2026 Aug 03, 2026
Prism Planning Partners LLC History No change 78,204 3,928 4.16% 4.16% 291 0 0.0% Q2 2026 Jul 23, 2026
Passive Capital Management, LLC. History No change 78,774 3,896 1.22% 1.22% 292 0 0.0% Q2 2026 Aug 10, 2026
CogentBlue Wealth Advisors, LLC History Added to 79,100 3,893 3.62% 2.19% 293 +3,077 4.05% Q3 2026 Oct 09, 2026
FIRST AMERICAN TRUST, FSB History No change 77,501 3,892 0.23% 0.23% 294 0 0.0% Q2 2026 Aug 10, 2026
Discipline Wealth Solutions, LLC History No change 76,949 3,865 0.34% 0.34% 295 0 0.0% Q2 2026 Jul 21, 2026
Fortune Financial Advisors, LLC History No change 76,835 3,859 1.65% 1.65% 296 0 0.0% Q2 2026 Jul 22, 2026
RAM Investment Partners, LLC History No change 76,809 3,858 0.62% 0.62% 297 0 0.0% Q2 2026 Jul 29, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 75,949 3,814 0.28% 0.28% 298 0 0.0% Q2 2026 Aug 03, 2026
Cranbrook Wealth Management, LLC History No change 74,809 3,757 0.7% 0.7% 299 0 0.0% Q2 2026 Aug 06, 2026
Tradewinds, LLC. History No change 920 3,716 0.84% 0.84% 300 0 0.0% Q2 2026 Aug 14, 2026
Conservest Capital Advisors, Inc. History No change 73,582 3,696 0.29% 0.29% 301 0 0.0% Q2 2026 Jul 22, 2026
Lutz Financial Services LLC History No change 72,601 3,646 0.22% 0.22% 302 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 71,783 3,605 0.13% 0.13% 303 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 71,528 3,592 0.1% 0.1% 304 0 0.0% Q2 2026 Jul 07, 2026
TRUIST FINANCIAL CORP History No change 70,797 3,556 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 28, 2026
FIRST HAWAIIAN BANK History No change 67,978 3,414 0.43% 0.43% 306 0 0.0% Q2 2026 Jul 13, 2026
Ascent Group, LLC History No change 67,688 3,399 0.1% 0.1% 307 0 0.0% Q2 2026 Aug 03, 2026
Sharper & Granite LLC History No change 67,383 3,384 1.05% 1.05% 308 0 0.0% Q2 2026 Jul 16, 2026
Private Wealth Management Group, LLC History No change 67,252 3,378 0.78% 0.78% 309 0 0.0% Q2 2026 Jul 27, 2026
ARK & TLK INVESTMENTS, LLC History No change 67,141 3,372 0.83% 0.83% 310 0 0.0% Q2 2026 Jul 20, 2026
Boston Standard Wealth Management, LLC History Added to 68,070 3,350 0.48% 0.45% 311 +6,084 9.82% Q3 2026 Oct 07, 2026
Gilbert Capital Group, Inc. History No change 66,516 3,341 2.34% 2.34% 312 0 0.0% Q2 2026 Jul 13, 2026
Sagace Wealth Management LLC History No change 66,445 3,337 2.09% 2.09% 313 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 65,757 3,302 0.05% 0.05% 314 0 0.0% Q2 2026 Aug 06, 2026
Centennial Advisors, LLC History No change 65,600 3,295 3.93% 3.93% 315 0 0.0% Q2 2026 Jul 27, 2026
NEPC LLC History No change 65,564 3,293 0.06% 0.06% 316 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 64,964 3,263 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 12, 2026
Spartan Planning & Wealth Management History No change 64,622 3,245 2.16% 2.16% 318 0 0.0% Q2 2026 Jul 22, 2026
Avant Financial Advisors LLC History No change 64,573 3,243 2.02% 2.02% 319 0 0.0% Q2 2026 Jul 09, 2026
Forum Financial Management, LP History No change 64,525 3,241 0.04% 0.04% 320 0 0.0% Q2 2026 Jul 23, 2026
Liberty Capital Management, Inc. History No change 64,073 3,218 0.55% 0.55% 321 0 0.0% Q2 2026 Jul 17, 2026
WASHINGTON TRUST BANK History No change 63,909 3,210 0.22% 0.22% 322 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 64,735 3,208 0.06% 0.06% 323 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL LIFE ADVISORS History No change 63,091 3,169 0.9% 0.9% 324 0 0.0% Q2 2026 Jul 28, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 62,524 3,140 0.11% 0.11% 325 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 62,369 3,132 0.04% 0.04% 326 0 0.0% Q2 2026 Jul 22, 2026
Farrell Financial LLC History No change 62,205 3,124 1.69% 1.69% 327 0 0.0% Q2 2026 Jul 10, 2026
Performance Wealth Partners, LLC History No change 62,092 3,118 0.08% 0.08% 328 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 61,876 3,108 0.74% 0.74% 329 0 0.0% Q2 2026 Jul 09, 2026
Opus Financial Solutions LLC History No change 61,777 3,103 2.5% 2.5% 330 0 0.0% Q2 2026 Jul 24, 2026
Sterling Financial Planning, Inc. History No change 61,111 3,069 0.83% 0.83% 331 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 61,047 3,066 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 11, 2026
Virtue Capital Management, LLC History No change 60,876 3,057 0.41% 0.41% 333 0 0.0% Q2 2026 Aug 05, 2026
Ifrah Financial Services, Inc. History No change 60,170 3,022 0.74% 0.74% 334 0 0.0% Q2 2026 Jul 21, 2026
Veery Capital, LLC History Added to 61,020 3,003 0.8% 0.75% 335 +5,792 10.49% Q3 2026 Oct 07, 2026
Aspire Capital Advisors LLC History No change 59,567 2,992 0.58% 0.58% 336 0 0.0% Q2 2026 Aug 05, 2026
Kathmere Capital Management, LLC History No change 59,481 2,987 0.16% 0.16% 337 0 0.0% Q2 2026 Jul 29, 2026
Generations Wealth, LLC History No change 59,460 2,986 2.84% 2.84% 338 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 59,187 2,972 0.05% 0.05% 339 0 0.0% Q2 2026 Aug 06, 2026
Exit Wealth Advisors, LLC. History No change 58,191 2,922 1.33% 1.33% 340 0 0.0% Q2 2026 Aug 11, 2026
Vistica Wealth Advisors, LLC History No change 57,750 2,900 2.51% 2.51% 341 0 0.0% Q2 2026 Jul 27, 2026
JMG Financial Group, Ltd. History No change 57,430 2,884 0.07% 0.07% 342 0 0.0% Q2 2026 Jul 31, 2026
OMNI 360 Wealth, Inc. History No change 57,326 2,879 1.33% 1.33% 343 0 0.0% Q2 2026 Jul 13, 2026
ALPS ADVISORS INC History No change 57,225 2,874 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 29, 2026
Edgestream Partners, L.P. History No change 56,614 2,843 0.08% 0.08% 345 0 0.0% Q2 2026 Aug 11, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 57,324 2,821 0.46% 0.45% 346 +1,884 3.4% Q3 2026 Oct 08, 2026
Parkwoods Wealth Partners, LLC History No change 56,062 2,815 0.45% 0.45% 347 0 0.0% Q2 2026 Jul 27, 2026
Koss-Olinger Consulting, LLC History No change 56,031 2,814 0.22% 0.22% 348 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History Added to 57,550 2,790 0.07% 0.01% 349 +50,985 776.62% Q3 2026 Oct 09, 2026
Barry Investment Advisors, LLC History No change 54,547 2,739 0.57% 0.57% 350 0 0.0% Q2 2026 Jul 09, 2026
Lodestone Wealth Management LLC History No change 54,468 2,735 0.97% 0.97% 351 0 0.0% Q2 2026 Jul 23, 2026
Sigma Planning Corp History No change 54,133 2,719 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 07, 2026
HTG Investment Advisors, Inc. History No change 54,033 2,714 0.7% 0.7% 353 0 0.0% Q2 2026 Aug 06, 2026
Pasadena Private Wealth, LLC History No change 53,903 2,707 0.34% 0.34% 354 0 0.0% Q2 2026 Aug 10, 2026
KEYVANTAGE WEALTH, LLC History No change 53,839 2,704 1.02% 1.02% 355 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 53,826 2,703 0.13% 0.13% 356 0 0.0% Q2 2026 Aug 14, 2026
Flatrock Wealth Partners LLC History No change 53,348 2,679 1.05% 1.05% 357 0 0.0% Q2 2026 Aug 14, 2026
Lakewood Asset Management LLC History No change 53,286 2,676 1.47% 1.47% 358 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 53,125 2,668 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 52,886 2,656 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 52,863 2,655 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 05, 2026
Heritage Trust Co History No change 52,841 2,654 0.23% 0.23% 362 0 0.0% Q2 2026 Aug 06, 2026
New Dimensions Wealth Management, LLC History No change 52,849 2,654 2.0% 2.0% 363 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 53,816 2,648 0.71% 0.7% 364 +606 1.14% Q3 2026 Oct 02, 2026
M&T BANK CORP History No change 52,689 2,646 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 52,671 2,645 0.23% 0.23% 366 0 0.0% Q2 2026 Jul 27, 2026
STALEY CAPITAL ADVISERS INC History No change 52,425 2,633 0.1% 0.1% 367 0 0.0% Q2 2026 Aug 11, 2026
Apriem Advisors History No change 52,110 2,617 0.23% 0.23% 368 0 0.0% Q2 2026 Aug 14, 2026
Hegarty Advisors, LLC History No change 51,636 2,593 1.78% 1.78% 369 0 0.0% Q2 2026 Jul 27, 2026
Altiora Financial Group, LLC History No change 51,569 2,590 0.41% 0.41% 370 0 0.0% Q2 2026 Aug 07, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 51,236 2,573 0.59% 0.59% 371 0 0.0% Q2 2026 Jul 22, 2026
Approach Retirement Advisors, LLC History No change 51,102 2,566 1.86% 1.86% 372 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 51,025 2,562 0.04% 0.04% 373 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 50,599 2,541 0.04% 0.04% 374 0 0.0% Q2 2026 Jul 15, 2026
CGN Advisors LLC History No change 50,453 2,534 0.18% 0.18% 375 0 0.0% Q2 2026 Jul 06, 2026
SpringVest Wealth Management LLC History No change 50,139 2,518 1.58% 1.58% 376 0 0.0% Q2 2026 Jul 22, 2026
Sheridan Capital Management, LLC History No change 49,494 2,486 1.2% 1.2% 377 0 0.0% Q2 2026 Aug 07, 2026
LexAurum Advisors, LLC History No change 49,429 2,482 0.29% 0.29% 378 0 0.0% Q2 2026 Jul 15, 2026
Baker Ellis Asset Management LLC History No change 49,175 2,470 0.26% 0.26% 379 0 0.0% Q2 2026 Jul 23, 2026
Quantinno Capital Management LP History No change 48,686 2,445 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 13, 2026
LEGACY FINANCIAL GROUP, INC. History No change 47,568 2,389 0.56% 0.56% 381 0 0.0% Q2 2026 Jul 30, 2026
Compound Planning, Inc. History No change 47,497 2,385 0.06% 0.06% 382 0 0.0% Q2 2026 Aug 04, 2026
OAK FAMILY ADVISORS, LLC History No change 47,463 2,384 0.61% 0.61% 383 0 0.0% Q2 2026 Jul 20, 2026
ELEVATE WEALTH ADVISORY, INC History No change 47,469 2,384 1.36% 1.36% 384 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 47,402 2,381 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 11, 2026
Arbor Investment Advisors, LLC History No change 47,167 2,369 0.27% 0.27% 386 0 0.0% Q2 2026 Jul 24, 2026
Birchcreek Wealth Management, LLC History No change 47,133 2,367 0.92% 0.92% 387 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 47,086 2,365 0.12% 0.12% 388 0 0.0% Q2 2026 Aug 14, 2026
Silver Oak Advisory Group, Inc. History No change 46,879 2,354 0.93% 0.93% 389 0 0.0% Q2 2026 Jul 31, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 46,293 2,325 1.44% 1.44% 390 0 0.0% Q2 2026 Jul 28, 2026
Hirtle & Co., LLC History No change 46,159 2,318 0.08% 0.08% 391 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 46,124 2,316 0.12% 0.12% 392 0 0.0% Q2 2026 Aug 04, 2026
Capital Squared Financial LLC History No change 46,088 2,315 1.51% 1.51% 393 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 45,687 2,294 0.09% 0.09% 394 0 0.0% Q2 2026 Aug 12, 2026
Columbus Macro, LLC History No change 45,673 2,294 0.22% 0.22% 395 0 0.0% Q2 2026 Jul 22, 2026
Greenspring Advisors, LLC History No change 45,483 2,284 0.13% 0.13% 396 0 0.0% Q2 2026 Aug 11, 2026
Aegis Wealth Management LLC History No change 45,466 2,283 1.07% 1.07% 397 0 0.0% Q2 2026 Aug 07, 2026
HEADINVEST, LLC History No change 45,436 2,282 0.43% 0.43% 398 0 0.0% Q2 2026 Aug 14, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 45,315 2,276 0.68% 0.68% 399 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Advisors, LLC History No change 45,111 2,265 0.12% 0.12% 400 0 0.0% Q2 2026 Aug 11, 2026
Kaufman Rossin Wealth, LLC History No change 45,605 2,264 1.07% 1.07% 401 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD SECURITIES, INC. History No change 44,890 2,254 0.13% 0.13% 402 0 0.0% Q2 2026 Jul 15, 2026
Asset Allocation Strategies LLC History No change 44,806 2,250 0.35% 0.35% 403 0 0.0% Q2 2026 Aug 17, 2026
Zeit Capital LLC History No change 43,775 2,198 1.32% 1.32% 404 0 0.0% Q2 2026 Aug 06, 2026
EQUITY INVESTMENT CORP History No change 43,550 2,187 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 43,373 2,179 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History No change 43,326 2,176 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 43,147 2,170 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 42,826 2,151 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 03, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 43,406 2,136 0.51% 0.5% 410 +2,510 6.14% Q3 2026 Oct 09, 2026
CFS Investment Advisory Services, LLC History No change 42,875 2,125 0.14% 0.14% 411 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Advisors, LLC History No change 41,320 2,075 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 06, 2026
TSA Wealth Managment LLC History No change 41,191 2,069 0.59% 0.59% 413 0 0.0% Q2 2026 Aug 03, 2026
Evanson Financial, LLC History No change 41,118 2,065 0.1% 0.1% 414 0 0.0% Q2 2026 Jul 07, 2026
Amicus Financial Advisors, LLC History No change 40,470 2,032 0.5% 0.5% 415 0 0.0% Q2 2026 Jul 20, 2026
Ensign Peak Advisors, Inc History No change 40,000 2,009 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
Seneschal Advisors, LLC History No change 39,849 2,001 1.37% 1.37% 417 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 39,627 1,990 0.07% 0.07% 418 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Financial Services LLC History No change 39,619 1,990 0.1% 0.1% 419 0 0.0% Q2 2026 Aug 11, 2026
One Wealth Map LLC History No change 39,548 1,964 0.89% 0.89% 420 0 0.0% Q2 2026 Jul 30, 2026
Tranquilli Financial Advisor LLC History No change 39,093 1,963 1.06% 1.06% 421 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 38,669 1,942 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 07, 2026
Clear Creek Financial Management, LLC History No change 38,554 1,936 0.12% 0.12% 423 0 0.0% Q2 2026 Jul 27, 2026
CIBC Bancorp USA Inc. History No change 35,687 1,933 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital, LLC History No change 38,471 1,932 0.52% 0.52% 425 0 0.0% Q2 2026 Jul 17, 2026
Oak Harvest Investment Services History No change 37,858 1,901 0.18% 0.18% 426 0 0.0% Q2 2026 Jul 24, 2026
Aries Wealth Management History No change 37,089 1,862 0.37% 0.37% 427 0 0.0% Q2 2026 Jul 24, 2026
JT Stratford LLC History No change 36,839 1,850 0.2% 0.2% 428 0 0.0% Q2 2026 Aug 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 36,792 1,848 0.23% 0.23% 429 0 0.0% Q2 2026 Jul 31, 2026
INTEGRITY ALLIANCE, LLC. History No change 36,755 1,846 0.06% 0.06% 430 0 0.0% Q2 2026 Jul 31, 2026
Timber Creek Capital Management LLC History No change 36,168 1,816 0.37% 0.37% 431 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Advisors / MI History No change 36,078 1,812 0.11% 0.11% 432 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 35,999 1,808 0.07% 0.07% 433 0 0.0% Q2 2026 Aug 13, 2026
AssuredPartners Investment Advisors, LLC History No change 35,323 1,774 0.17% 0.17% 434 0 0.0% Q2 2026 Aug 10, 2026
Disciplined Investments, LLC History No change 35,282 1,772 0.57% 0.57% 435 0 0.0% Q2 2026 Aug 07, 2026
Level Financial Advisors History No change 35,019 1,759 0.39% 0.39% 436 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 34,897 1,752 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 14, 2026
DORVAL Corp History No change 34,867 1,751 0.5% 0.5% 438 0 0.0% Q2 2026 Jul 24, 2026
Compton Financial Group, LLC History No change 34,742 1,745 0.34% 0.34% 439 0 0.0% Q2 2026 Aug 12, 2026
L. Roy Papp & Associates, LLP History No change 34,697 1,742 0.18% 0.18% 440 0 0.0% Q2 2026 Jul 23, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 35,379 1,741 0.8% 0.85% 441 -220 -0.62% Q3 2026 Oct 09, 2026
ArchPoint Investors History No change 34,614 1,738 0.37% 0.37% 442 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 34,905 1,728 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 34,905 1,728 0.03% 0.03% 444 0 0.0% Q2 2026 Jul 29, 2026
AXS Investments LLC History No change 34,140 1,714 0.49% 0.49% 445 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 34,006 1,710 0.06% 0.06% 446 0 0.0% Q2 2026 Aug 12, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 33,977 1,706 0.38% 0.38% 447 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 33,745 1,695 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 12, 2026
GTS SECURITIES LLC History No change 33,701 1,692 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 14, 2026
Coston, McIsaac & Partners History No change 33,620 1,688 0.34% 0.34% 450 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 33,415 1,678 0.52% 0.52% 451 0 0.0% Q2 2026 Jul 30, 2026
Donalies Financial Planning, LLC History No change 33,352 1,675 1.23% 1.23% 452 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 33,319 1,673 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 11, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 33,068 1,661 0.2% 0.2% 454 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 32,296 1,622 0.06% 0.06% 455 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 32,302 1,622 0.05% 0.05% 456 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 32,262 1,620 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 12, 2026
CLARIS ADVISORS, LLC / MO / History No change 31,736 1,594 0.42% 0.42% 458 0 0.0% Q2 2026 Jul 21, 2026
Pekin Hardy Strauss, Inc. History No change 31,533 1,583 0.14% 0.14% 459 0 0.0% Q2 2026 Jul 30, 2026
Gotham Asset Management, LLC History No change 31,080 1,561 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 30,961 1,555 0.15% 0.15% 461 0 0.0% Q2 2026 Aug 11, 2026
J. Team Financial, Inc. History No change 30,738 1,543 1.5% 1.5% 462 0 0.0% Q2 2026 Jul 27, 2026
Florin Court Capital LLP History No change 30,600 1,537 2.51% 2.51% 463 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 30,538 1,533 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 30,306 1,522 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Asset Management, LLC History New 30,763 1,514 0.33% — 467 +30,763 New Q3 2026 Oct 08, 2026
Essential Partners LLC History No change 30,156 1,514 0.7% 0.7% 466 0 0.0% Q2 2026 Aug 10, 2026
HANOVER ADVISORS INC History No change 30,016 1,507 0.54% 0.54% 468 0 0.0% Q2 2026 Aug 12, 2026
FC Advisory LLC History Added to 29,880 1,470 0.39% 0.29% 469 +8,360 38.85% Q3 2026 Oct 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 29,277 1,470 0.09% 0.09% 470 0 0.0% Q2 2026 Jul 15, 2026
BRIGHTON SECURITIES CORP. History Added to 29,762 1,464 0.61% 0.62% 471 +1,161 4.06% Q3 2026 Oct 08, 2026
Continuum Advisory, LLC History No change 29,042 1,458 0.12% 0.12% 472 0 0.0% Q2 2026 Aug 06, 2026
Rinkey Investments History No change 29,006 1,457 0.34% 0.34% 473 0 0.0% Q2 2026 Jul 20, 2026
Calder Financial LLC History No change 28,792 1,446 1.36% 1.36% 474 0 0.0% Q2 2026 Jul 07, 2026
Mustard Seed Financial, LLC History No change 28,594 1,436 0.75% 0.75% 475 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Investment Management History No change 28,433 1,428 0.49% 0.49% 476 0 0.0% Q2 2026 Aug 06, 2026
RED REEF ADVISORS LLC History No change 28,428 1,427 1.32% 1.32% 477 0 0.0% Q2 2026 Jul 23, 2026
Bristlecone Value Partners, LLC History No change 28,328 1,422 1.14% 1.14% 478 0 0.0% Q2 2026 Aug 13, 2026
Midwestern Financial, LLC /IA History No change 28,157 1,414 0.99% 0.99% 479 0 0.0% Q2 2026 Aug 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 27,730 1,392 0.82% 0.82% 480 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 27,099 1,361 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 26,816 1,340 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 13, 2026
Financial Planning Navigators CORP History No change 26,662 1,339 0.5% 0.5% 483 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 25,999 1,305 0.02% 0.02% 484 0 0.0% Q2 2026 Aug 11, 2026
Marathon Strategic Advisors, LLC History No change 25,995 1,305 0.74% 0.74% 485 0 0.0% Q2 2026 Jul 16, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 26,472 1,302 0.26% 0.25% 486 +3,325 14.36% Q3 2026 Oct 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 25,899 1,300 0.12% 0.12% 487 0 0.0% Q2 2026 Jul 09, 2026
S.A. Mason LLC History No change 25,864 1,299 0.4% 0.4% 488 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 25,809 1,296 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 27, 2026
Atomic Invest LLC History No change 25,737 1,294 0.11% 0.11% 490 0 0.0% Q2 2026 Sep 25, 2026
JDH Wealth Management, LLC History No change 25,747 1,293 0.79% 0.79% 491 0 0.0% Q2 2026 Jul 22, 2026
Capstone Wealth Management, LLC History No change 25,339 1,272 0.59% 0.59% 492 0 0.0% Q2 2026 Jul 23, 2026
Alliance Wealth Advisors, LLC /UT History No change 25,278 1,269 0.24% 0.24% 493 0 0.0% Q2 2026 Jul 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 25,257 1,268 0.13% 0.13% 494 0 0.0% Q2 2026 Jul 13, 2026
Balanced Rock Investment Advisors LLC History No change 25,138 1,262 0.79% 0.79% 495 0 0.0% Q2 2026 Aug 14, 2026
Tassel Capital Management, Inc. History No change 25,084 1,259 0.59% 0.59% 496 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 24,938 1,252 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 10, 2026
Maltin Wealth Management, Inc. History No change 24,652 1,238 0.41% 0.41% 498 0 0.0% Q2 2026 Jul 22, 2026
Strategic Investment Solutions, Inc. /IL History No change 24,505 1,230 0.28% 0.28% 499 0 0.0% Q2 2026 Jul 08, 2026
Ares Financial Consulting, LLC History No change 24,445 1,227 0.88% 0.88% 500 0 0.0% Q2 2026 Jul 09, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 24,366 1,223 0.44% 0.44% 501 0 0.0% Q2 2026 Jul 14, 2026
MA Private Wealth History No change 24,295 1,220 0.18% 0.18% 502 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 24,112 1,211 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 23,619 1,186 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 03, 2026
PFG Advisors History No change 23,399 1,175 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 16, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 23,275 1,169 0.07% 0.07% 506 0 0.0% Q2 2026 Jul 29, 2026
FDx Advisors, Inc. History No change 23,276 1,169 0.35% 0.35% 507 0 0.0% Q2 2026 Aug 04, 2026
Midwest Trust Co History No change 23,264 1,168 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 04, 2026
L.K. Benson & Company, P.C. History No change 23,233 1,166 0.35% 0.35% 509 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 22,925 1,151 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 11, 2026
Brookstone Capital Management History No change 22,877 1,149 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 15, 2026
TRB Wealth Management, LLC History No change 22,827 1,146 0.15% 0.15% 512 0 0.0% Q2 2026 Aug 11, 2026
Successful Portfolios LLC History Added to 23,627 1,143 0.53% 0.54% 514 +385 1.66% Q3 2026 Oct 09, 2026
Mutual Advisors, LLC History No change 22,758 1,143 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 22,750 1,142 0.1% 0.1% 515 0 0.0% Q2 2026 Jul 16, 2026
Innovative Wealth Building LLC History No change 22,589 1,134 0.66% 0.66% 516 0 0.0% Q2 2026 Jul 23, 2026
One Degree Advisors Inc History No change 22,865 1,132 0.25% 0.25% 517 0 0.0% Q2 2026 Jul 31, 2026
Prosperity Advisers, LLC History No change 22,503 1,130 0.82% 0.82% 518 0 0.0% Q2 2026 Jul 29, 2026
Tortoise Investment Management, LLC History No change 22,485 1,129 0.08% 0.08% 519 0 0.0% Q2 2026 Aug 07, 2026
MFA Wealth Services History No change 22,239 1,117 0.67% 0.67% 520 0 0.0% Q2 2026 Jul 21, 2026
Aberdeen Group plc History No change 22,164 1,113 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 22,044 1,107 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 14, 2026
Rede Wealth, LLC History No change 21,992 1,104 0.37% 0.37% 523 0 0.0% Q2 2026 Aug 03, 2026
Kings Path Partners LLC History No change 21,889 1,099 0.29% 0.29% 524 0 0.0% Q2 2026 Jul 14, 2026
PROFFITT & GOODSON INC History No change 21,816 1,095 0.15% 0.15% 525 0 0.0% Q2 2026 Jul 22, 2026
Richmond Brothers, Inc. History No change 21,777 1,093 0.57% 0.57% 526 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 21,606 1,085 0.13% 0.13% 527 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History Added to 22,047 1,084 0.07% 0.07% 528 +404 1.87% Q3 2026 Oct 08, 2026
SteelPeak Wealth, LLC History No change 21,525 1,081 0.03% 0.03% 529 0 0.0% Q2 2026 Jul 13, 2026
Sage Capital Management, LLC History No change 21,311 1,070 0.42% 0.42% 530 0 0.0% Q2 2026 Jul 20, 2026
GC Wealth Management RIA, LLC History No change 21,281 1,068 0.06% 0.06% 531 0 0.0% Q2 2026 Jul 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 21,160 1,062 0.05% 0.05% 532 0 0.0% Q2 2026 Jul 20, 2026
Bryn Mawr Trust Advisors, LLC History No change 20,935 1,051 0.05% 0.05% 533 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Solutions Inc. History No change 20,831 1,046 0.4% 0.4% 534 0 0.0% Q2 2026 Jul 13, 2026
Integrated Advisors Network LLC History No change 20,781 1,043 0.05% 0.05% 535 0 0.0% Q2 2026 Aug 11, 2026
BCGM Wealth Management, LLC History No change 20,740 1,041 0.22% 0.22% 536 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History Added to 21,086 1,037 0.03% 0.03% 537 +2,574 13.9% Q3 2026 Oct 08, 2026
Wealthcare Advisory Partners LLC History No change 20,586 1,034 0.02% 0.02% 538 0 0.0% Q2 2026 Jul 09, 2026
Larson Financial Group LLC History No change 20,499 1,029 0.03% 0.03% 539 0 0.0% Q2 2026 Aug 14, 2026
Unison Advisors LLC History No change 20,476 1,028 0.07% 0.07% 540 0 0.0% Q2 2026 Jul 22, 2026
Foundation Wealth Management, LLC\PA History No change 20,315 1,020 0.31% 0.31% 541 0 0.0% Q2 2026 Jul 21, 2026
HMV Wealth Advisors, LLC History No change 20,128 1,011 0.39% 0.39% 542 0 0.0% Q2 2026 Jul 13, 2026
Retirement Planning Group, LLC History No change 20,098 1,009 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 05, 2026
EARNED WEALTH ADVISORS, LLC History No change 19,965 1,002 0.06% 0.06% 544 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 19,936 1,001 0.06% 0.06% 545 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 19,920 1,000 0.08% 0.08% 546 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 19,879 998 0.02% 0.02% 547 0 0.0% Q2 2026 Jul 15, 2026
Laurel Wealth Advisors LLC History No change 19,785 993 0.1% 0.1% 548 0 0.0% Q2 2026 Jul 17, 2026
Western Wealth Management, LLC History No change 19,726 990 0.03% 0.03% 549 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 19,689 988 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 15, 2026
N.E.W. Advisory Services LLC History No change 19,649 986 0.07% 0.07% 551 0 0.0% Q2 2026 Aug 06, 2026
Ledyard National Bank History No change 19,626 985 0.08% 0.08% 552 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY ADVISORS, INC. History No change 19,565 982 0.66% 0.66% 553 0 0.0% Q2 2026 Jul 24, 2026
Carolina Wealth Management Inc History No change 19,512 980 0.45% 0.45% 554 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 19,361 972 0.23% 0.23% 555 0 0.0% Q2 2026 Jul 28, 2026
Powers Advisory Group, LLC History No change 19,211 964 0.3% 0.3% 556 0 0.0% Q2 2026 Jul 31, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 19,186 963 0.04% 0.04% 557 0 0.0% Q2 2026 Jul 21, 2026
BIP Wealth, LLC History No change 19,050 956 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 03, 2026
Round Rock Advisors LLC History No change 18,946 951 0.12% 0.12% 559 0 0.0% Q2 2026 Aug 12, 2026
FMB WEALTH MANAGEMENT History No change 18,884 948 0.35% 0.35% 560 0 0.0% Q2 2026 Jul 27, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 18,862 947 0.37% 0.37% 561 0 0.0% Q2 2026 Jul 21, 2026
American Investment Services, Inc. History No change 18,768 942 0.2% 0.2% 562 0 0.0% Q2 2026 Aug 12, 2026
DiNuzzo Private Wealth, Inc. History No change 18,223 915 0.09% 0.09% 563 0 0.0% Q2 2026 Jul 10, 2026
Gateway Wealth Partners, LLC History No change 18,204 914 0.05% 0.05% 564 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 18,206 914 0.03% 0.03% 565 0 0.0% Q2 2026 Jul 09, 2026
Cassady Wealth & Retirement Planning, LLC History No change 18,214 914 0.43% 0.43% 566 0 0.0% Q2 2026 Jul 24, 2026
PW Nova Financial Services LLC History No change 18,135 910 0.2% 0.2% 567 0 0.0% Q2 2026 Jul 29, 2026
K2 Financial Inc. History No change 18,191 903 0.64% 0.64% 568 0 0.0% Q2 2026 Jul 21, 2026
TPG Advisors LLC History No change 17,908 899 0.49% 0.49% 569 0 0.0% Q2 2026 Jul 29, 2026
Fischer Financial Services, Inc. History No change 17,580 883 0.22% 0.22% 570 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 17,458 876 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 28, 2026
Adams Wealth Management History No change 17,340 870 0.17% 0.17% 572 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 17,340 870 0.14% 0.14% 573 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 17,299 868 0.02% 0.02% 574 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 17,213 864 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 31, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 17,152 861 0.33% 0.33% 576 0 0.0% Q2 2026 Jul 20, 2026
PFG Investments, LLC History No change 17,140 860 0.03% 0.03% 577 0 0.0% Q2 2026 Jul 23, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 17,108 859 0.67% 0.67% 578 0 0.0% Q2 2026 Jul 22, 2026
Mengis Capital Management, Inc. History No change 17,039 855 0.13% 0.13% 579 0 0.0% Q2 2026 Jul 28, 2026
17 CAPITAL PARTNERS, LLC History No change 17,019 854 0.38% 0.38% 580 0 0.0% Q2 2026 Aug 06, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 16,981 852 0.11% 0.11% 581 0 0.0% Q2 2026 Aug 11, 2026
HBW ADVISORY SERVICES LLC History No change 16,841 845 0.08% 0.08% 582 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 16,838 845 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 10, 2026
Beckerman Institutional, LLC History No change 16,654 836 0.4% 0.4% 584 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 16,580 832 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 20, 2026
Center For Asset Management LLC History No change 16,425 824 0.37% 0.37% 586 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 15,930 800 0.41% 0.41% 587 0 0.0% Q2 2026 Jul 22, 2026
BCS Private Wealth Management, Inc. History No change 15,908 799 0.24% 0.24% 588 0 0.0% Q2 2026 Jul 31, 2026
Pallas Capital Advisors LLC History No change 15,829 795 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 15,783 792 0.04% 0.04% 590 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 15,751 791 0.04% 0.04% 591 0 0.0% Q2 2026 Jul 23, 2026
KPP Advisory Services LLC History No change 15,434 775 0.1% 0.1% 592 0 0.0% Q2 2026 Jul 24, 2026
HSBC HOLDINGS PLC History No change 15,250 766 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 14, 2026
COGENT STRATEGIC WEALTH LLC History No change 15,204 763 0.73% 0.73% 594 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 15,172 762 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 05, 2026
Diversified Enterprises, LLC History No change 15,028 754 0.04% 0.04% 596 0 0.0% Q2 2026 Jul 31, 2026
Clearbridge Investments, LLC History No change 15,000 753 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 14,979 752 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 21, 2026
Estate Counselors, LLC History No change 14,985 752 0.06% 0.06% 599 0 0.0% Q2 2026 Aug 07, 2026
GenTrust, LLC History No change 14,948 750 0.03% 0.03% 600 0 0.0% Q2 2026 Aug 06, 2026
Advisors Asset Management, Inc. History No change 14,613 734 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 14,438 725 0.13% 0.13% 602 0 0.0% Q2 2026 Jul 31, 2026
Sowell Financial Services LLC History No change 14,379 722 0.02% 0.02% 603 0 0.0% Q2 2026 Jul 17, 2026
Stewardship Advisors, LLC History No change 14,317 719 0.15% 0.15% 604 0 0.0% Q2 2026 Jul 20, 2026
Seed Wealth Management, Inc. History No change 14,068 706 0.45% 0.45% 605 0 0.0% Q2 2026 Jul 27, 2026
Wellington Shields & Co., LLC History No change 14,000 703 0.16% 0.16% 606 0 0.0% Q2 2026 Aug 10, 2026
Mraz, Amerine & Associates, Inc. History No change 14,002 703 0.1% 0.1% 607 0 0.0% Q2 2026 Jul 16, 2026
Advyzon Investment Management, LLC History No change 13,985 702 0.05% 0.05% 608 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 13,930 699 0.03% 0.03% 609 0 0.0% Q2 2026 Jul 29, 2026
Prostatis Group LLC History No change 13,787 692 0.16% 0.16% 610 0 0.0% Q2 2026 Aug 14, 2026
Skyline Advisors, Inc. History No change 13,589 682 0.21% 0.21% 611 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 3,220 678 0.07% 0.07% 612 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 13,487 677 0.05% 0.05% 613 0 0.0% Q2 2026 Jul 21, 2026
Berger Financial Group, Inc History No change 13,033 654 0.03% 0.03% 614 0 0.0% Q2 2026 Aug 04, 2026
GOLDEN ROAD ADVISORS LLC History No change 12,907 648 0.31% 0.31% 615 0 0.0% Q2 2026 Aug 07, 2026
WESBANCO BANK INC History No change 12,714 638 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 28, 2026
FLAGSTAR SECURITIES, INC History No change 12,718 638 0.19% 0.19% 617 0 0.0% Q2 2026 Jul 15, 2026
Pathstone Holdings, LLC History No change 12,680 636 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 12,652 635 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 06, 2026
Inspire Advisors, LLC History No change 12,596 632 0.04% 0.04% 620 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 12,467 626 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 11, 2026
Private Harbour Investment Management & Counsel, LLC History No change 12,470 626 0.74% 0.74% 622 0 0.0% Q2 2026 Aug 04, 2026
Quartz Partners, LLC History No change 12,455 625 0.2% 0.2% 623 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 12,411 623 0.02% 0.02% 624 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 11,977 601 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 12, 2026
Hardin Capital Partners, LLC History Added to 12,154 598 0.29% 0.28% 626 +17 0.14% Q3 2026 Oct 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 11,890 596 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 10, 2026
SkyOak Wealth, LLC History No change 11,795 592 0.1% 0.1% 628 0 0.0% Q2 2026 Jul 30, 2026
Kovack Advisors, Inc. History No change 11,730 581 0.03% 0.03% 629 0 0.0% Q2 2026 Jul 28, 2026
Hershey Financial Advisers, LLC History No change 11,528 579 0.42% 0.42% 630 0 0.0% Q2 2026 Aug 11, 2026
Hyundai Investments Co., Ltd. History No change 11,512 578 0.63% 0.63% 631 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 11,412 573 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 14, 2026
Northstar Group, Inc. History No change 11,078 556 0.07% 0.07% 633 0 0.0% Q2 2026 Aug 03, 2026
SHAYNE & JACOBS, LLC History No change 10,950 550 0.16% 0.16% 634 0 0.0% Q2 2026 Jul 07, 2026
Plancorp, LLC History No change 11,074 549 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 14, 2026
Elevate Capital Advisors, LLC History No change 10,939 549 0.3% 0.3% 636 0 0.0% Q2 2026 Jul 31, 2026
MONECO ADVISORS, LLC History No change 10,876 546 0.03% 0.03% 637 0 0.0% Q2 2026 Aug 11, 2026
Pillar Financial Advisors, LLC History No change 10,864 545 0.29% 0.29% 638 0 0.0% Q2 2026 Jul 24, 2026
Seelaus Asset Management LLC History No change 10,734 539 0.38% 0.38% 639 0 0.0% Q2 2026 Jul 16, 2026
Arkos Global Advisors History No change 10,693 537 0.06% 0.06% 640 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Services of America, Inc. History No change 10,673 536 0.05% 0.05% 641 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 10,642 534 0.07% 0.07% 642 0 0.0% Q2 2026 Aug 04, 2026
Black Diamond Financial, LLC History No change 10,630 533 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 04, 2026
Trademark Financial Management, LLC History No change 10,541 529 0.22% 0.22% 644 0 0.0% Q2 2026 Jul 27, 2026
Shared Vision Wealth Group LLC History No change 10,426 523 0.18% 0.18% 645 0 0.0% Q2 2026 Jul 31, 2026
Thayer Partners, LLC / MA History No change 10,386 521 0.22% 0.22% 646 0 0.0% Q2 2026 Jul 31, 2026
Mesirow Financial Investment Management, Inc. History No change 10,301 517 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 22, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 10,185 511 0.07% 0.07% 648 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 10,170 510 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 13, 2026
Firestone Capital Management History No change 10,138 509 0.09% 0.09% 650 0 0.0% Q2 2026 Jul 31, 2026
Smith Partners Wealth Management, LLC History No change 10,057 505 0.4% 0.4% 651 0 0.0% Q2 2026 Aug 10, 2026
Principia Wealth Advisory, LLC History No change 10,040 504 0.25% 0.25% 652 0 0.0% Q2 2026 Aug 26, 2026
Allie Family Office LLC History No change 10,016 503 0.19% 0.19% 653 0 0.0% Q2 2026 Oct 02, 2026
GEM Asset Management, LLC History No change 10,027 503 0.2% 0.2% 654 0 0.0% Q2 2026 Jul 21, 2026
Blueprint Financial Advisors LLC History No change 10,015 503 0.06% 0.06% 655 0 0.0% Q2 2026 Aug 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 9,955 500 0.33% 0.33% 656 0 0.0% Q2 2026 Jul 28, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 9,773 490 0.22% 0.22% 657 0 0.0% Q2 2026 Jul 28, 2026
United Advisor Group, LLC History No change 9,754 489 0.05% 0.05% 658 0 0.0% Q2 2026 Jul 29, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 9,929 488 0.03% 4.45% 659 -1,445,493 -99.32% Q3 2026 Oct 09, 2026
Resurgent Financial Advisors LLC History No change 9,704 487 0.14% 0.14% 660 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 9,657 485 0.03% 0.03% 661 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 9,645 484 0.04% 0.04% 662 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 9,535 478 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 24, 2026
BridgePort Financial Solutions, LLC History No change 9,473 475 0.12% 0.12% 664 0 0.0% Q2 2026 Jul 24, 2026
Oath Planning, LLC History No change 9,200 462 0.34% 0.34% 665 0 0.0% Q2 2026 Jul 24, 2026
SURIENCE PRIVATE WEALTH LLC History No change 9,096 456 0.4% 0.4% 666 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 9,092 456 0.08% 0.08% 667 0 0.0% Q2 2026 Aug 04, 2026
TERRIL BROTHERS, INC. History No change 9,075 455 0.12% 0.12% 668 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 9,069 455 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 22, 2026
LifePlan Investment Advisors, Inc. History No change 9,078 455 0.16% 0.16% 670 0 0.0% Q2 2026 Aug 11, 2026
STEPHENS INC /AR/ History No change 8,967 450 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 8,924 448 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 12, 2026
Frisch Financial Group, Inc. History No change 8,859 445 0.08% 0.08% 673 0 0.0% Q2 2026 Aug 14, 2026
PATRON PARTNERS, LLC History No change 8,750 439 0.17% 0.17% 674 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 8,690 437 0.02% 0.02% 675 0 0.0% Q2 2026 Jul 14, 2026
Sandy Cove Advisors, LLC History No change 8,660 434 0.11% 0.11% 676 0 0.0% Q2 2026 Jul 07, 2026
Wrenne Financial Planning LLC History No change 8,635 433 0.15% 0.15% 677 0 0.0% Q2 2026 Jul 27, 2026
Brewster Financial Planning LLC History No change 8,601 432 0.24% 0.24% 678 0 0.0% Q2 2026 Jul 14, 2026
Johnson Financial Group, LLC History No change 8,536 428 0.02% 0.02% 679 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 8,490 426 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 8,484 426 0.03% 0.03% 681 0 0.0% Q2 2026 Jul 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 8,398 421 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 28, 2026
Bragg Financial Advisors, Inc History No change 8,357 419 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 12, 2026
Trilogy Capital Inc. History No change 8,301 416 0.02% 0.02% 684 0 0.0% Q2 2026 Jul 02, 2026
Cedar Mountain Advisors, LLC History No change 8,285 416 0.07% 0.07% 685 0 0.0% Q2 2026 Jul 02, 2026
Lynx Investment Advisory History No change 8,190 411 0.13% 0.13% 686 0 0.0% Q2 2026 Jul 27, 2026
Creekside Partners History No change 8,152 409 0.15% 0.15% 687 0 0.0% Q2 2026 Jul 30, 2026
Heritage Wealth Management, Inc. History No change 7,967 400 0.1% 0.1% 688 0 0.0% Q2 2026 Jul 28, 2026
TrustWell Financial Advisors, LLC History No change 7,944 399 0.34% 0.34% 689 0 0.0% Q2 2026 Jul 22, 2026
Thompson David Blair History No change 7,950 399 0.2% 0.2% 690 0 0.0% Q2 2026 Aug 14, 2026
Southland Equity Partners LLC History No change 7,891 396 0.07% 0.07% 691 0 0.0% Q2 2026 Jul 13, 2026
DENALI ADVISORS LLC History No change 7,874 395 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 7,880 395 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 18, 2026
Provident Living Financial Services, Inc. History No change 7,734 388 0.38% 0.38% 694 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 7,618 382 0.05% 0.05% 695 0 0.0% Q2 2026 Jul 20, 2026
Systelligence, LLC History No change 7,519 377 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 14, 2026
Silver Grove Financial Group, Inc. History No change 7,433 373 0.2% 0.2% 697 0 0.0% Q2 2026 Aug 13, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 7,343 368 0.18% 0.18% 698 0 0.0% Q2 2026 Jul 21, 2026
Csenge Advisory Group History No change 7,320 367 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 10, 2026
NORDEN GROUP LLC History No change 7,321 367 0.03% 0.03% 700 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,269 365 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
WealthTrak Capital Management LLC History No change 7,276 365 0.24% 0.24% 702 0 0.0% Q2 2026 Aug 04, 2026
Unify Financial Advisors History No change 7,259 364 0.34% 0.34% 703 0 0.0% Q2 2026 Jul 21, 2026
Perennial Investment Advisors, LLC History No change 7,230 363 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 7,236 356 0.01% 0.01% 705 -2,540 -25.98% Q3 2026 Oct 05, 2026
Capstone Wealth Management Group, Inc. History No change 7,097 356 0.21% 0.21% 706 0 0.0% Q2 2026 Jul 27, 2026
WJ Financial Advisors LLC History No change 6,999 351 0.26% 0.26% 707 0 0.0% Q2 2026 Aug 13, 2026
Old North State Trust, LLC History No change 6,917 347 0.18% 0.18% 708 0 0.0% Q2 2026 Aug 17, 2026
Bluespring Wealth Management, LLC History No change 6,904 346 0.01% 0.01% 709 0 0.0% Q2 2026 Aug 11, 2026
Main Street Group, LTD History No change 6,843 343 0.08% 0.08% 710 0 0.0% Q2 2026 Jul 13, 2026
VERITY Wealth Advisors History No change 6,801 341 0.21% 0.21% 711 0 0.0% Q2 2026 Jul 16, 2026
Independent Wealth Network Inc. History No change 6,808 341 0.09% 0.09% 712 0 0.0% Q2 2026 Jul 20, 2026
Riverbend Wealth Management, LLC History No change 6,790 341 0.17% 0.17% 713 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Retirement, LLC History No change 6,672 335 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 12, 2026
Eagle Bay Advisors LLC History No change 6,630 333 0.25% 0.25% 715 0 0.0% Q2 2026 Aug 03, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 6,628 332 0.05% 0.05% 716 0 0.0% Q2 2026 Jul 20, 2026
Peak Retirement Planning, Inc. History No change 6,607 331 0.05% 0.05% 717 0 0.0% Q2 2026 Aug 10, 2026
Chicago Capital, LLC History No change 6,553 329 0.01% 0.01% 718 0 0.0% Q2 2026 Jul 27, 2026
Dogwood Wealth Management LLC History No change 6,533 328 0.13% 0.13% 719 0 0.0% Q2 2026 Jul 06, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 6,503 326 0.11% 0.11% 720 0 0.0% Q2 2026 Jul 16, 2026
Alhambra Investment Management LLC History No change 6,404 321 0.14% 0.14% 721 0 0.0% Q2 2026 Jul 16, 2026
Total Clarity Wealth Management, Inc. History No change 6,354 319 0.06% 0.06% 722 0 0.0% Q2 2026 Jul 23, 2026
DeDora Capital, Inc. History No change 6,345 318 0.07% 0.07% 723 0 0.0% Q2 2026 Jul 13, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 6,234 313 0.08% 0.08% 724 0 0.0% Q2 2026 Aug 12, 2026
WealthCare Asset Management, LLC History No change 6,226 312 0.13% 0.13% 725 0 0.0% Q2 2026 Jul 30, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 6,186 310 0.02% 0.02% 726 0 0.0% Q2 2026 Aug 14, 2026
Five Oceans Advisors History No change 6,158 309 0.1% 0.1% 727 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 6,136 308 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 04, 2026
Topel & Distasi Wealth Management, LLC History No change 6,143 308 0.15% 0.15% 729 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Capital Partners, LLC History No change 6,096 306 0.13% 0.13% 730 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 6,084 305 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 06, 2026
NICOLET BANKSHARES INC History No change 6,137 304 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 11, 2026
W.H. Cornerstone Investments Inc. History No change 6,043 303 0.17% 0.17% 733 0 0.0% Q2 2026 Aug 07, 2026
Red Wave Investments LLC History No change 5,997 301 0.08% 0.08% 734 0 0.0% Q2 2026 Aug 05, 2026
TD Waterhouse Canada Inc. History No change 6,038 299 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 27, 2026
Elevated Capital Advisors, LLC History No change 5,935 298 0.08% 0.08% 736 0 0.0% Q2 2026 Aug 03, 2026
Sankala Group LLC History No change 5,885 292 0.19% 0.19% 737 0 0.0% Q2 2026 Aug 18, 2026
Sequent Planning LLC History No change 5,784 290 0.06% 0.06% 738 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 5,747 288 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 03, 2026
SageView Advisory Group, LLC History No change 5,740 288 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 5,721 287 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 28, 2026
Dakota Wealth Management History No change 5,722 287 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 07, 2026
eCIO, Inc. History No change 5,709 286 0.08% 0.08% 743 0 0.0% Q2 2026 Jul 27, 2026
Portfolio Resources Advisor Group, Inc. History No change 5,709 286 0.24% 0.24% 744 0 0.0% Q2 2026 Jul 29, 2026
DUTCH ASSET Corp History No change 5,700 286 0.14% 0.14% 745 0 0.0% Q2 2026 Aug 10, 2026
BluePrint Investing LLC History No change 5,676 285 0.21% 0.21% 746 0 0.0% Q2 2026 Jul 17, 2026
Wealth Dimensions Group, Ltd. History No change 5,664 284 0.05% 0.05% 747 0 0.0% Q2 2026 Jul 22, 2026
Synergy Asset Management, LLC History No change 5,629 282 0.03% 0.03% 748 0 0.0% Q2 2026 Jul 22, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 5,639 280 0.09% 0.09% 749 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 5,606 280 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 09, 2026
JFS WEALTH ADVISORS, LLC History No change 5,553 278 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 10, 2026
Summit Financial Strategies, Inc. History No change 5,397 271 0.02% 0.02% 752 0 0.0% Q2 2026 Jul 24, 2026
Roble, Belko & Company, Inc History No change 5,369 270 0.03% 0.03% 753 0 0.0% Q2 2026 Jul 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,379 270 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 27, 2026
Mission Creek Capital Partners, Inc. History No change 5,375 269 0.05% 0.05% 755 0 0.0% Q2 2026 Aug 14, 2026
Pine Harbor Wealth Management, LLC History No change 5,358 269 0.07% 0.07% 756 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 5,326 267 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 5,278 265 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 28, 2026
WealthCare Investment Partners, LLC History No change 5,295 265 0.06% 0.06% 759 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 5,258 264 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 05, 2026
May Hill Capital, LLC History No change 5,223 262 0.05% 0.05% 761 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 5,206 261 0.05% 0.05% 762 0 0.0% Q2 2026 Aug 03, 2026
Essex Financial Services, Inc. History No change 5,196 260 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 10, 2026
Evercore Wealth Management, LLC History No change 5,166 259 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 5,160 259 0.0% 0.0% 765 0 0.0% Q2 2026 Jul 22, 2026
Towneley Capital Management, Inc / DE History Added to 5,252 258 0.05% 0.05% 766 +37 0.71% Q3 2026 Oct 09, 2026
Cypress Wealth Services, LLC History No change 5,122 257 0.03% 0.03% 767 0 0.0% Q2 2026 Jul 10, 2026
Arnold Financial Planning LLC History No change 5,096 255 0.19% 0.19% 768 0 0.0% Q2 2026 Jul 13, 2026
Gryphon Financial Partners LLC History No change 5,073 254 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 05, 2026
KWMG, LLC History No change 5,155 253 0.02% 0.02% 770 0 0.0% Q3 2026 Oct 07, 2026
Markowski Investments History No change 5,038 253 0.06% 0.06% 771 0 0.0% Q2 2026 Aug 13, 2026
Whelan Financial History No change 4,989 250 0.07% 0.07% 772 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 4,984 250 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 14, 2026
Archvest Wealth Advisors, Inc. History No change 4,992 250 0.14% 0.14% 774 0 0.0% Q2 2026 Jul 27, 2026
Tenzing Financial LLC History No change 5,054 250 0.17% 0.17% 775 0 0.0% Q2 2026 Jul 09, 2026
MIRAMONTES CAPITAL, LLC History No change 4,966 249 0.08% 0.08% 776 0 0.0% Q2 2026 Sep 09, 2026
Eldridge Investment Advisors, Inc. History No change 4,931 244 0.05% 0.05% 777 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 4,838 243 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,814 241 0.03% 0.03% 779 0 0.0% Q2 2026 Jul 09, 2026
Red Mountain Financial, LLC History No change 4,806 241 0.2% 0.2% 780 0 0.0% Q2 2026 Jul 21, 2026
BOKF, NA History No change 4,785 240 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 4,797 240 0.04% 0.04% 782 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 4,719 237 0.06% 0.06% 783 0 0.0% Q2 2026 Jul 28, 2026
TruNorth Capital Management, LLC History No change 4,705 236 0.04% 0.04% 784 0 0.0% Q2 2026 Jul 23, 2026
Lakeshore Financial Planning, Inc. History No change 4,713 236 0.08% 0.08% 785 0 0.0% Q2 2026 Jul 13, 2026
Triad Wealth Partners, LLC History No change 4,698 233 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 10, 2026
Fisher Asset Management, LLC History No change 4,634 232 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 04, 2026
Maia Wealth LLC History No change 4,629 232 0.03% 0.03% 788 0 0.0% Q2 2026 Jul 28, 2026
Abacus Wealth Partners, LLC History No change 4,587 230 0.02% 0.02% 789 0 0.0% Q2 2026 Jul 22, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 4,566 229 0.07% 0.07% 790 0 0.0% Q2 2026 Jul 22, 2026
Palisade Asset Management, LLC History No change 4,513 226 0.02% 0.02% 791 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Financial Group, LLC /NE/ History No change 4,514 226 0.14% 0.14% 792 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 4,466 224 0.01% 0.01% 793 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Management, Inc. History No change 4,468 224 0.07% 0.07% 794 0 0.0% Q2 2026 Jul 15, 2026
Integrity Advisory Solutions, LLC History No change 4,436 222 0.02% 0.02% 795 0 0.0% Q2 2026 Jul 31, 2026
Madison Wealth Partners, Inc History No change 4,416 221 0.03% 0.03% 796 0 0.0% Q2 2026 Aug 12, 2026
Golden Bell Financial Planning LLC History No change 4,409 221 0.16% 0.16% 797 0 0.0% Q2 2026 Jul 31, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 4,400 221 0.15% 0.15% 798 0 0.0% Q2 2026 Aug 05, 2026
Napier Financial, LLC History No change 4,400 221 0.05% 0.05% 799 0 0.0% Q2 2026 Jul 31, 2026
JNBA Financial Advisors History No change 4,370 219 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 23, 2026
VERUS CAPITAL PARTNERS, LLC History No change 4,355 218 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 06, 2026
CULLEN/FROST BANKERS, INC. History No change 4,315 216 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 27, 2026
Allied Investment Advisors, LLC History No change 4,318 216 0.03% 0.03% 803 0 0.0% Q2 2026 Jul 20, 2026
NBH Bank History No change 4,292 215 0.09% 0.09% 804 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 4,270 214 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 4,270 214 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 28, 2026
Soltis Investment Advisors LLC History No change 4,245 213 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth, LLC/TN History No change 4,275 212 0.11% 0.11% 808 0 0.0% Q2 2026 Jul 29, 2026
Stillwater Private Wealth, LLC History No change 4,278 212 0.14% 0.14% 809 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 4,204 211 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 27, 2026
Lauterbach Financial Advisors, LLC History No change 4,218 211 0.09% 0.09% 811 0 0.0% Q2 2026 Jul 27, 2026
Investment Advisory Group, LLC History No change 4,208 211 0.05% 0.05% 812 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,194 210 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,104 206 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 14, 2026
Proactive Wealth Strategies LLC History No change 4,060 203 0.03% 0.03% 815 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Financial Advisors, LLC History No change 4,040 202 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 04, 2026
GWN SECURITIES INC. History No change 3,986 200 0.03% 0.03% 817 0 0.0% Q2 2026 Aug 05, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 3,985 200 0.08% 0.08% 818 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 3,915 196 0.01% 0.01% 819 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 3,855 193 0.04% 0.04% 820 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 3,776 189 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 3,575 179 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 30, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,400 170 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 14, 2026
Transamerica Financial Advisors, LLC History No change 3,337 167 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 14, 2026
Hilltop National Bank History No change 3,313 166 0.04% 0.04% 825 0 0.0% Q2 2026 Jul 01, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 3,187 160 0.14% 0.14% 826 0 0.0% Q2 2026 Jul 09, 2026
Hanson & Doremus Investment Management History No change 3,038 153 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 29, 2026
Concord Wealth Partners History No change 3,013 151 0.02% 0.02% 828 0 0.0% Q2 2026 Jul 27, 2026
Birchwood Financial Partners, Inc. History No change 3,012 151 0.12% 0.12% 829 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 2,919 146 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 31, 2026
Reyes Financial Architecture, Inc. History No change 2,764 138 0.08% 0.08% 831 0 0.0% Q2 2026 Jul 16, 2026
Parkside Financial Bank & Trust History No change 2,571 129 0.01% 0.01% 832 0 0.0% Q2 2026 Sep 04, 2026
Legacy Bridge, LLC History No change 2,588 129 0.04% 0.04% 833 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 2,481 124 0.01% 0.01% 834 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 2,372 119 0.01% 0.01% 835 0 0.0% Q2 2026 Sep 15, 2026
TD Capital Management LLC History No change 2,299 115 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 06, 2026
Stelac Advisory Services LLC History No change 2,055 103 0.02% 0.02% 837 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 2,056 103 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 05, 2026
Tidemark, LLC History No change 2,055 103 0.02% 0.02% 839 0 0.0% Q2 2026 Aug 10, 2026
Minot DeBlois Advisors LLC History No change 2,041 102 0.09% 0.09% 840 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,057 102 0.01% 0.01% 841 0 0.0% Q2 2026 Aug 12, 2026
Strengthening Families & Communities, LLC History No change 1,982 99 0.02% 0.02% 842 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 1,897 95 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 1,892 95 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 28, 2026
ROGCO, LP History No change 1,820 91 0.03% 0.03% 845 0 0.0% Q2 2026 Jul 30, 2026
LAM GROUP, INC. History No change 1,760 88 0.04% 0.04% 846 0 0.0% Q2 2026 Jul 10, 2026
EverSource Wealth Advisors, LLC History No change 1,679 84 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 24, 2026
CBIZ Investment Advisory Services, LLC History No change 1,561 77 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 1,514 76 0.02% 0.02% 849 0 0.0% Q2 2026 Jul 23, 2026
DecisionPoint Financial, LLC History No change 1,481 73 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 1,404 70 0.01% 0.01% 851 0 0.0% Q2 2026 Jul 20, 2026
Synergy Investment Management, LLC History No change 1,422 70 0.02% 0.02% 852 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History No change 1,405 70 0.04% 0.04% 853 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisor Network LLC History No change 1,376 69 0.09% 0.09% 854 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 1,345 68 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 1,373 68 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 22, 2026
Washington Trust Advisors, Inc. History No change 1,368 68 0.01% 0.01% 857 0 0.0% Q2 2026 Jul 29, 2026
SIMPLEX TRADING, LLC History No change 1,320 66 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 12, 2026
Dunhill Financial, LLC History No change 1,330 66 0.01% 0.01% 859 0 0.0% Q2 2026 Aug 07, 2026
Coastline Trust Co History No change 1,310 64 0.01% 0.01% 860 0 0.0% Q3 2026 Oct 01, 2026
Cornerstone Planning Group LLC History No change 1,303 64 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 1,249 62 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 1,231 61 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 13, 2026
Timmons Wealth Management, LLC History No change 1,176 59 0.04% 0.04% 864 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 1,120 56 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 11, 2026
Torren Management, LLC History No change 1,074 53 0.03% 0.03% 866 0 0.0% Q2 2026 Jul 10, 2026
Tanglewood Legacy Advisors, LLC History No change 1,000 50 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 1,001 50 0.03% 0.03% 868 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,003 50 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 994 49 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History No change 1,000 49 0.0% 0.0% 871 0 0.0% Q3 2026 Oct 01, 2026
WELLINGTON-ALTUS USA INC. History No change 1,000 49 0.03% 0.03% 872 0 0.0% Q2 2026 Sep 17, 2026
VSM Wealth Advisory, LLC History No change 950 47 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 22, 2026
PlanVest Financial, Inc History No change 814 40 0.03% 0.03% 874 0 0.0% Q2 2026 Aug 10, 2026
MOTCO History No change 720 36 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 726 36 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 24, 2026
Arlington Trust Co LLC History No change 710 35 0.0% 0.0% 877 0 0.0% Q2 2026 Jul 07, 2026
Millstone Evans Group, LLC History No change 703 35 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 11, 2026
Clean Yield Group History No change 666 33 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Group, Inc. History No change 645 32 0.02% 0.02% 880 0 0.0% Q2 2026 Jul 21, 2026
MONTAG A & ASSOCIATES INC History No change 630 31 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 05, 2026
First Pacific Financial History No change 624 31 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 608 30 0.0% 0.0% 883 0 0.0% Q2 2026 Jul 29, 2026
StrongBox Wealth, LLC History No change 600 30 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 23, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 587 29 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 593 29 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 30, 2026
HFM Investment Advisors, LLC History No change 574 28 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 04, 2026
BFSG, LLC History No change 548 27 0.0% 0.0% 888 0 0.0% Q2 2026 Jul 20, 2026
Investors Research Corp History No change 567 27 0.0% 0.01% 889 0 0.0% Q3 2026 Oct 07, 2026
Geneos Wealth Management Inc. History No change 519 26 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 06, 2026
BARD ASSOCIATES INC History No change 510 25 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 483 24 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 15, 2026
10Elms LLP History No change 477 23 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 14, 2026
MCDONALD PARTNERS LLC History No change 434 21 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 422 21 0.0% 0.0% 895 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 428 21 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 400 20 0.0% 0.0% 897 0 0.0% Q2 2026 Sep 02, 2026
Accordant Advisory Group Inc History No change 400 20 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 27, 2026
Lavaca Capital LLC History No change 340 17 0.0% 0.0% 899 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds Capital Management, LLC History No change 326 16 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 23, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 337 16 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 14, 2026
DUNCKER STREETT & CO INC History No change 300 15 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 314 15 0.0% 0.0% 903 0 0.0% Q3 2026 Oct 08, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 276 13 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 10, 2026
Transce3nd, LLC History No change 280 13 0.11% 0.11% 905 0 0.0% Q2 2026 Jul 24, 2026
Westfuller Advisors, LLC History No change 267 13 0.0% 0.0% 906 0 0.0% Q2 2026 Jul 29, 2026
ST GERMAIN D J CO INC History No change 247 12 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 21, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 250 12 0.0% 0.0% 908 0 0.0% Q2 2026 Sep 18, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 246 12 0.01% 0.01% 909 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 245 12 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 22, 2026
WOLFF WIESE MAGANA LLC History No change 249 12 0.01% 0.01% 911 0 0.0% Q2 2026 Jul 13, 2026
CGC Financial Services, LLC History No change 246 12 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 13, 2026
Financial Gravity Companies, Inc. History No change 236 11 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 05, 2026
EFG International AG History No change 228 11 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 207 10 0.0% 0.0% 915 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 206 10 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Independent Advisors History No change 213 10 0.03% 0.03% 917 0 0.0% Q2 2026 Aug 04, 2026
TSFG, LLC History No change 186 9 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 23, 2026
Holos Integrated Wealth LLC History No change 200 9 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 15, 2026
MidFirst Bank History No change 170 8 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 144 7 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 15, 2026
Park Place Capital Corp History No change 149 7 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 149 7 0.0% 0.0% 923 0 0.0% Q3 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 134 6 0.0% 0.0% 924 0 0.0% Q2 2026 Jul 14, 2026
Ameritas Investment Partners, Inc. History No change 127 6 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 132 6 0.0% 0.0% 926 0 0.0% Q3 2026 Oct 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 116 5 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 13, 2026
Bay Harbor Wealth Management, LLC History No change 101 5 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 28, 2026
CVA Family Office, LLC History No change 119 5 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 07, 2026
Fortis Group Advisors, LLC History No change 117 5 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 110 5 0.0% 0.0% 931 0 0.0% Q2 2026 Jul 22, 2026
Networth Advisors, LLC History No change 119 5 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 22, 2026
Phillip James Consulting Co. History No change 100 5 0.0% 0.0% 933 0 0.0% Q2 2026 Jul 28, 2026
Federation des caisses Desjardins du Quebec History No change 96 4 0.0% 0.0% 934 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 91 4 0.0% 0.0% 935 0 0.0% Q2 2026 Aug 14, 2026
TOMPKINS FINANCIAL CORP History No change 77 3 0.0% 0.0% 936 0 0.0% Q3 2026 Oct 05, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 41 2 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 05, 2026
Bank of New Hampshire History No change 45 2 0.0% 0.0% 938 0 0.0% Q3 2026 Oct 06, 2026
Brooklyn FI, LLC History No change 50 2 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 04, 2026
Vanguard National Trust Co History No change 47 2 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 13, 2026
ENTRUST FINANCIAL LLC History No change 56 2 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 20, 2026
PITTENGER & ANDERSON INC History No change 31 1 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 27, 2026
VISION FINANCIAL MARKETS LLC History No change 25 1 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 25 1 0.0% 0.0% 944 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 29 1 0.0% 0.0% 945 0 0.0% Q2 2026 Jul 21, 2026
Operose Advisors LLC History No change 22 1 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 13, 2026
Fairscale Capital, LLC History No change 30 1 0.0% 0.0% 947 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 22 1 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 24 1 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
SOFI WEALTH, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Kingdom Financial Group LLC. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Bear Mountain Capital, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Quest 10 Wealth Builders, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
BLUELINE ADVISORS LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Sunrise Financial Services, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 12, 2026