VANGUARD SCOTTSDALE FUNDS - VTWO

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
BANK OF AMERICA CORP /DE/ History No change 24,964,224 3,031,155 0.2% 0.2% 1 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 13,062,676 1,586,070 0.2% 0.2% 2 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 8,955,617 1,087,391 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 13, 2026
NEOS Investment Management LLC History No change 8,513,553 1,033,715 3.81% 3.81% 4 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 5,896,669 716,030 0.78% 0.78% 5 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 4,076,388 494,955 0.08% 0.08% 6 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,612,932 438,682 0.1% 0.1% 7 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,947,269 354,502 0.14% 0.14% 8 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,849,165 345,945 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 2,269,264 275,536 0.23% 0.23% 10 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 1,922,657 233,449 0.26% 0.26% 11 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,861,145 224,938 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,803,053 218,926 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,480,354 179,744 0.82% 0.82% 14 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 1,226,242 148,890 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 1,132,212 137,473 0.16% 0.16% 16 0 0.0% Q2 2026 Jul 28, 2026
Neuberger Berman Group LLC History No change 862,639 104,741 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 774,422 94,030 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 740,209 89,876 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 628,901 76,361 1.57% 1.57% 20 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 627,845 76,233 0.29% 0.29% 21 0 0.0% Q2 2026 Aug 14, 2026
Henshaw Capital LLC History No change 582,050 70,672 2.3% 2.3% 22 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 566,229 68,762 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 420,000 50,996 0.07% 0.07% 24 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 415,648 50,467 1.95% 1.95% 25 0 0.0% Q2 2026 Jul 20, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 387,207 47,014 0.24% 0.24% 26 0 0.0% Q2 2026 Jul 17, 2026
Turim 21 Investimentos Ltda. History No change 121,344 44,700 7.29% 7.29% 27 0 0.0% Q2 2026 Aug 10, 2026
TEXAS TREASURY SAFEKEEPING TRUST CO History No change 356,474 43,283 6.25% 6.25% 28 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 352,082 42,749 1.06% 1.06% 29 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 310,408 37,691 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 302,916 36,780 0.18% 0.18% 31 0 0.0% Q2 2026 Sep 23, 2026
Waverly Advisors, LLC History No change 294,285 35,732 0.21% 0.21% 32 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 289,507 35,151 0.16% 0.16% 33 0 0.0% Q2 2026 Aug 03, 2026
Janney Montgomery Scott LLC History No change 275,322 33,430 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 05, 2026
FIRST CITIZENS BANK & TRUST CO History No change 261,877 31,797 0.48% 0.48% 35 0 0.0% Q2 2026 Jul 13, 2026
Rockefeller Capital Management L.P. History No change 255,238 30,991 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 259,605 29,138 2.41% 2.62% 37 -570 -0.22% Q3 2026 Oct 06, 2026
Lido Advisors, LLC History No change 234,831 28,513 0.08% 0.08% 38 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 223,431 27,128 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 12, 2026
CSM Advisors, LLC History No change 212,943 25,857 0.55% 0.55% 40 0 0.0% Q2 2026 Aug 14, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 206,297 25,048 2.37% 2.37% 41 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 199,997 24,290 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 192,676 23,394 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 184,661 22,421 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 10, 2026
S. R. Schill & Associates History No change 168,515 20,461 12.35% 12.35% 45 0 0.0% Q2 2026 Jul 15, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 165,262 20,066 0.71% 0.71% 46 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 165,195 20,058 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 12, 2026
ALERUS FINANCIAL NA History No change 156,705 19,027 0.83% 0.83% 48 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 155,114 18,833 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 07, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 152,902 18,565 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 149,225 18,118 0.98% 0.98% 51 0 0.0% Q2 2026 Aug 10, 2026
Cadent Capital Advisors, LLC History No change 146,404 17,776 3.66% 3.66% 52 0 0.0% Q2 2026 Jul 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 144,231 17,512 0.02% 0.02% 53 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 143,888 17,470 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
Fusion Capital, LLC History No change 142,253 17,272 4.01% 4.01% 55 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 136,486 16,572 4.25% 4.25% 56 0 0.0% Q2 2026 Jul 21, 2026
SVB WEALTH LLC History No change 132,310 16,065 1.01% 1.01% 57 0 0.0% Q2 2026 Jul 17, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 131,213 15,931 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 130,473 15,842 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 123,634 15,011 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 121,911 14,802 1.2% 1.2% 61 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History No change 120,557 14,638 1.26% 1.26% 62 0 0.0% Q2 2026 Jul 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 116,435 14,137 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 113,442 13,774 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 113,415 13,770 1.19% 1.19% 65 0 0.0% Q2 2026 Jul 27, 2026
Fairfield University History No change 105,913 12,859 5.21% 5.21% 66 0 0.0% Q2 2026 Aug 12, 2026
Zuckerman Investment Group, LLC History No change 104,587 12,698 1.07% 1.07% 67 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 100,163 12,161 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 14, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 100,000 12,142 0.48% 0.48% 69 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 99,914 12,131 0.14% 0.14% 70 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 95,398 11,583 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 94,141 11,430 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 93,742 11,382 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 93,417 11,342 0.08% 0.08% 74 0 0.0% Q2 2026 Jul 23, 2026
Beacon Pointe Advisors, LLC History No change 93,231 11,320 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 18, 2026
Creative Planning History No change 91,496 11,109 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
First Western Trust Bank History No change 90,853 11,031 0.54% 0.54% 77 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 88,369 10,729 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 05, 2026
Encompass More Asset Management History No change 88,061 10,692 1.56% 1.56% 79 0 0.0% Q2 2026 Jul 14, 2026
Myriad Asset Management Advisors LLC History No change 87,623 10,639 2.51% 2.51% 80 0 0.0% Q2 2026 Jul 20, 2026
BLAIR WILLIAM & CO/IL History No change 86,277 10,475 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 11, 2026
Heritage Investment Group, Inc. History No change 84,809 10,297 1.38% 1.38% 82 0 0.0% Q2 2026 Jul 29, 2026
1900 WEALTH MANAGEMENT LLC History No change 84,487 10,258 0.57% 0.57% 83 0 0.0% Q2 2026 Aug 04, 2026
FIRST NATIONAL BANK OF OMAHA History No change 82,917 10,023 0.28% 0.28% 84 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 81,952 9,950 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 81,562 9,903 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 80,591 9,785 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 11, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 80,454 9,768 7.3% 7.3% 88 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 78,873 9,576 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 04, 2026
Financial & Tax Architects, LLC History No change 78,760 9,562 2.02% 2.02% 90 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 77,417 9,399 2.4% 2.4% 91 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 75,312 9,144 0.07% 0.07% 92 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 74,418 9,035 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 74,091 8,996 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 27, 2026
First Citizens Asset Management, Inc. History No change 71,124 8,635 2.76% 2.76% 95 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 68,875 8,363 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial Consulting LLC History No change 68,479 8,314 5.64% 5.64% 97 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 68,341 8,297 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 68,089 8,267 0.03% 0.03% 99 0 0.0% Q2 2026 Jul 28, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 66,140 8,030 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 30, 2026
Mariner, LLC History No change 65,617 7,967 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 63,206 7,674 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 23, 2026
Mesirow Financial Investment Management, Inc. History No change 61,528 7,470 0.12% 0.12% 103 0 0.0% Q2 2026 Jul 22, 2026
LifeWealth Investments, LLC History No change 60,828 7,385 1.97% 1.97% 104 0 0.0% Q2 2026 Jul 16, 2026
Prudent Man Advisors, LLC History No change 60,741 7,375 1.69% 1.69% 105 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 60,947 7,236 1.32% 1.32% 106 0 0.0% Q2 2026 Aug 04, 2026
LJI Wealth Management, LLC History No change 59,328 7,203 1.01% 1.01% 107 0 0.0% Q2 2026 Jul 31, 2026
Windward Private Wealth Management Inc. History No change 55,465 6,734 2.15% 2.15% 108 0 0.0% Q2 2026 Aug 04, 2026
CULLEN/FROST BANKERS, INC. History No change 54,546 6,622 0.07% 0.07% 109 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 53,885 6,542 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 52,193 6,337 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 19, 2026
Brookstone Capital Management History No change 51,970 6,310 0.06% 0.06% 112 0 0.0% Q2 2026 Jul 15, 2026
FMR LLC History No change 51,361 6,236 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 51,108 6,205 0.06% 0.06% 114 0 0.0% Q2 2026 Aug 14, 2026
HOWARD BAILEY SECURITIES, LLC History No change 49,308 5,986 2.25% 2.25% 115 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 49,158 5,968 0.03% 0.03% 116 0 0.0% Q2 2026 Jul 24, 2026
Capstone Financial Advisors, Inc. History No change 48,931 5,941 0.29% 0.29% 117 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 48,346 5,870 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 12, 2026
Copia Wealth Management History No change 47,741 5,796 3.48% 3.48% 119 0 0.0% Q2 2026 Aug 17, 2026
Bank of New York Mellon Corp History No change 47,658 5,786 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History No change 47,476 5,764 0.12% 0.12% 121 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 46,924 5,697 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 46,442 5,639 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 45,900 5,488 4.83% 4.83% 124 0 0.0% Q2 2026 Jul 16, 2026
Wealthfront Advisers LLC History No change 44,922 5,454 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 44,549 5,409 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 45,115 5,397 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 15, 2026
Steward Partners Investment Advisory, LLC History No change 43,824 5,321 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 42,944 5,250 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 41,334 5,018 0.31% 0.31% 130 0 0.0% Q2 2026 Aug 10, 2026
Range Advisory, LLC History No change 41,043 4,983 0.59% 0.59% 131 0 0.0% Q2 2026 Sep 02, 2026
Atria Investments, Inc History No change 40,919 4,968 0.05% 0.05% 132 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 40,852 4,960 0.26% 0.26% 133 0 0.0% Q2 2026 Jul 27, 2026
Brucke Financial, Inc. History No change 40,252 4,887 2.17% 2.17% 134 0 0.0% Q2 2026 Jul 21, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 40,172 4,877 2.37% 2.37% 135 0 0.0% Q2 2026 Jul 08, 2026
RHUMBLINE ADVISERS History No change 39,687 4,818 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 39,633 4,812 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 14, 2026
Fire Capital Management LLC History No change 38,416 4,664 1.9% 1.9% 138 0 0.0% Q2 2026 Aug 03, 2026
Operose Advisors LLC History No change 38,052 4,620 0.89% 0.89% 139 0 0.0% Q2 2026 Aug 13, 2026
St. Louis Trust Co History No change 59,205 4,507 0.51% 0.51% 140 0 0.0% Q2 2026 Jul 30, 2026
Westshore Wealth, LLC History No change 36,549 4,437 1.38% 1.38% 141 0 0.0% Q2 2026 Aug 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 36,317 4,409 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 36,316 4,409 0.17% 0.17% 143 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 36,122 4,385 0.02% 0.02% 144 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 35,427 4,301 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 13, 2026
Fortis Group Advisors, LLC History No change 34,844 4,230 0.68% 0.68% 146 0 0.0% Q2 2026 Jul 24, 2026
Good Steward Wealth Advisors,LLC History No change 34,254 4,159 2.51% 2.51% 147 0 0.0% Q2 2026 Aug 03, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 33,967 4,124 1.03% 1.03% 148 0 0.0% Q2 2026 Jul 24, 2026
XML Financial, LLC History No change 33,834 4,108 0.3% 0.3% 149 0 0.0% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History No change 33,800 4,103 0.0% 0.0% 150 0 0.0% Q2 2026 Sep 02, 2026
Global Financial Private Client, LLC History No change 33,637 4,084 1.11% 1.11% 151 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 33,327 4,046 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 32,857 3,989 0.02% 0.02% 153 0 0.0% Q2 2026 Jul 20, 2026
Curtis Advisory Group, LLC History No change 32,853 3,989 0.77% 0.77% 154 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 32,630 3,961 0.05% 0.05% 155 0 0.0% Q2 2026 Aug 07, 2026
Montgomery Financial Services LLC History No change 31,767 3,857 3.35% 3.35% 156 0 0.0% Q2 2026 Aug 12, 2026
F/m Investments LLC History No change 31,447 3,818 0.19% 0.19% 157 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 31,311 3,801 0.04% 0.04% 158 0 0.0% Q2 2026 Aug 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 31,251 3,794 0.04% 0.04% 159 0 0.0% Q2 2026 Jul 28, 2026
Aspen Grove Capital, LLC History No change 31,222 3,790 0.55% 0.55% 160 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 31,176 3,785 0.11% 0.11% 161 0 0.0% Q2 2026 Jul 30, 2026
J. M. Brown & Associates Inc. History No change 31,138 3,780 2.16% 2.16% 162 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Advisors, LLC History No change 31,007 3,764 0.21% 0.21% 163 0 0.0% Q2 2026 Aug 11, 2026
Wealth Dimensions Group, Ltd. History No change 30,358 3,686 0.66% 0.66% 164 0 0.0% Q2 2026 Jul 22, 2026
Simplicity Wealth,LLC History No change 30,074 3,651 0.12% 0.12% 165 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 29,836 3,622 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 29,745 3,611 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
Key Capital Management, INC History No change 29,615 3,595 1.85% 1.85% 168 0 0.0% Q2 2026 Jul 27, 2026
PKS Advisory Services, LLC History No change 29,195 3,544 0.57% 0.57% 169 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 28,465 3,456 0.03% 0.03% 170 0 0.0% Q2 2026 Jul 27, 2026
Vilga Financial Planning LLC History No change 28,049 3,405 2.58% 2.58% 171 0 0.0% Q2 2026 Jul 09, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 27,738 3,367 0.44% 0.44% 172 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 27,616 3,353 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 27,300 3,314 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 22, 2026
Investment Research & Advisory Group, Inc. History No change 27,278 3,312 1.02% 1.02% 175 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 27,240 3,307 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 26,630 3,233 0.09% 0.09% 177 0 0.0% Q2 2026 Jul 07, 2026
SoundView Advisors Inc. History No change 26,536 3,222 1.05% 1.05% 178 0 0.0% Q2 2026 Jul 31, 2026
OPTIMA CAPITAL LLC History No change 26,056 3,163 1.25% 1.25% 179 0 0.0% Q2 2026 Jul 24, 2026
Arete Wealth Advisors, LLC History No change 25,902 3,145 0.21% 0.21% 180 0 0.0% Q2 2026 Aug 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 25,780 3,130 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 25,736 3,124 0.06% 0.06% 182 0 0.0% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History No change 25,613 3,109 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 12, 2026
GWN SECURITIES INC. History No change 24,973 3,032 0.51% 0.51% 184 0 0.0% Q2 2026 Aug 05, 2026
Forum Finance Group S.A. History No change 30,270 2,970 1.07% 1.07% 185 0 0.0% Q2 2026 Aug 14, 2026
Francis Financial, Inc. History No change 24,073 2,922 0.48% 0.48% 186 0 0.0% Q2 2026 Aug 10, 2026
McLean Asset Management Corp History No change 24,578 2,893 0.38% 0.38% 187 0 0.0% Q2 2026 Aug 12, 2026
Wernau Asset Management Inc. History No change 23,800 2,889 1.5% 1.5% 188 0 0.0% Q2 2026 Jul 31, 2026
TICINO WEALTH History No change 23,802 2,889 0.91% 0.91% 189 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 23,759 2,885 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 23,177 2,814 0.05% 0.05% 191 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD SECURITIES, INC. History No change 23,124 2,807 0.16% 0.16% 192 0 0.0% Q2 2026 Jul 15, 2026
NORTHERN TRUST CORP History No change 23,082 2,802 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Allegiance Financial Group Advisory Services LLC History No change 22,868 2,776 0.48% 0.48% 194 0 0.0% Q2 2026 Jul 27, 2026
Checchi Capital Advisers, LLC History No change 22,614 2,745 0.12% 0.12% 195 0 0.0% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 22,472 2,728 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 21,876 2,656 0.19% 0.19% 197 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 21,649 2,628 0.52% 0.52% 198 0 0.0% Q2 2026 Aug 11, 2026
180 WEALTH ADVISORS, LLC History No change 21,623 2,625 0.26% 0.26% 199 0 0.0% Q2 2026 Jul 07, 2026
Main Street Financial Solutions, LLC History No change 21,218 2,576 0.17% 0.17% 200 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 21,027 2,553 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 25,192 2,523 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Wakefield Asset Management LLLP History No change 20,717 2,515 0.57% 0.57% 203 0 0.0% Q2 2026 Aug 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 20,329 2,468 0.11% 0.11% 204 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 20,285 2,463 0.05% 0.05% 205 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History No change 20,046 2,434 0.07% 0.07% 206 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 19,845 2,409 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 19,804 2,404 0.03% 0.03% 208 0 0.0% Q2 2026 Jul 29, 2026
Vision Capital Management, Inc. History No change 19,566 2,375 0.27% 0.27% 209 0 0.0% Q2 2026 Aug 10, 2026
PFW Advisors LLC History No change 19,183 2,329 0.68% 0.68% 210 0 0.0% Q2 2026 Jul 13, 2026
Yelin Lapidot Holdings Management Ltd. History No change 18,850 2,288 0.43% 0.43% 211 0 0.0% Q2 2026 Aug 03, 2026
NOVEM GROUP History No change 18,659 2,265 0.23% 0.23% 212 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 18,590 2,257 0.13% 0.13% 213 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 17,749 2,155 0.18% 0.18% 214 0 0.0% Q2 2026 Jul 07, 2026
EQ LLC History No change 17,679 2,146 0.53% 0.53% 215 0 0.0% Q2 2026 Jul 23, 2026
Arbor Investment Advisors, LLC History No change 17,501 2,124 0.24% 0.24% 216 0 0.0% Q2 2026 Jul 24, 2026
FIRST HAWAIIAN BANK History No change 17,438 2,117 0.27% 0.27% 217 0 0.0% Q2 2026 Jul 13, 2026
JANE STREET GROUP, LLC History No change 17,357 2,107 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
RAINIER FAMILY WEALTH INC History No change 17,224 2,091 1.19% 1.19% 219 0 0.0% Q2 2026 Jul 15, 2026
Southland Equity Partners LLC History No change 17,213 2,090 0.37% 0.37% 220 0 0.0% Q2 2026 Jul 13, 2026
Meridian Wealth Advisors, LLC History No change 16,613 2,017 0.23% 0.23% 221 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 16,506 2,004 0.57% 0.57% 222 0 0.0% Q2 2026 Aug 05, 2026
Sunesis Advisors, LLC History No change 16,182 1,964 0.81% 0.81% 223 0 0.0% Q2 2026 Jul 10, 2026
BCS Private Wealth Management, Inc. History No change 15,960 1,937 0.58% 0.58% 224 0 0.0% Q2 2026 Jul 31, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 15,824 1,921 0.23% 0.23% 225 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 15,836 1,914 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 15,468 1,878 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 15,461 1,877 0.13% 0.13% 228 0 0.0% Q2 2026 Aug 14, 2026
Gainplan LLC History No change 15,441 1,874 0.74% 0.74% 229 0 0.0% Q2 2026 Jul 07, 2026
FIRST MANHATTAN CO. LLC. History No change 15,385 1,868 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 15,347 1,863 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Services, Inc. History No change 15,208 1,846 0.08% 0.08% 232 0 0.0% Q2 2026 Aug 24, 2026
SCOTIA CAPITAL INC. History No change 15,177 1,842 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 15,085 1,831 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 14,944 1,814 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 07, 2026
Marble Harbor Investment Counsel, LLC History No change 14,865 1,804 0.18% 0.18% 236 0 0.0% Q2 2026 Aug 07, 2026
WestHill Financial Advisors, Inc. History No change 14,768 1,793 0.31% 0.31% 237 0 0.0% Q2 2026 Jul 21, 2026
Fischer Financial Services, Inc. History No change 14,716 1,786 0.45% 0.45% 238 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 14,698 1,784 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 12, 2026
Myriad Asset Management US LP History No change 14,610 1,774 2.45% 2.45% 240 0 0.0% Q2 2026 Jul 20, 2026
Pitcairn Wealth Advisors LLC History No change 14,540 1,765 0.19% 0.19% 241 0 0.0% Q2 2026 Aug 10, 2026
Summit Global Investments History No change 14,480 1,758 0.1% 0.1% 242 0 0.0% Q2 2026 Aug 03, 2026
M&T BANK CORP History No change 14,174 1,720 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 04, 2026
VERUS CAPITAL PARTNERS, LLC History No change 14,166 1,720 0.09% 0.09% 244 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History No change 13,896 1,687 0.15% 0.15% 245 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 13,796 1,675 0.05% 0.05% 246 0 0.0% Q2 2026 Aug 03, 2026
Prospera Financial Services Inc History No change 13,766 1,672 0.02% 0.02% 247 0 0.0% Q2 2026 Jul 15, 2026
RWA WEALTH PARTNERS, LLC History No change 13,684 1,661 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 07, 2026
Global Strategic Investment Solutions, LLC History No change 13,324 1,617 0.14% 0.14% 249 0 0.0% Q2 2026 Aug 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 13,175 1,599 0.11% 0.11% 250 0 0.0% Q2 2026 Aug 04, 2026
Trajan Wealth LLC History No change 13,058 1,585 0.06% 0.06% 251 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History No change 12,878 1,563 0.1% 0.1% 252 0 0.0% Q2 2026 Jul 08, 2026
Evolution Wealth Advisors, LLC History No change 12,744 1,547 0.18% 0.18% 253 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 12,600 1,530 0.05% 0.05% 254 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 12,600 1,530 0.17% 0.17% 255 0 0.0% Q2 2026 Jul 31, 2026
MEITAV INVESTMENT HOUSE LTD History No change 12,435 1,509 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 20, 2026
NCM Capital Management, LLC History No change 12,328 1,496 0.46% 0.46% 257 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 12,253 1,487 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 17, 2026
OpenArc Corporate Advisory, LLC History No change 11,814 1,434 0.02% 0.02% 259 0 0.0% Q2 2026 Aug 05, 2026
MATTERS CAPITAL LLC History No change 11,598 1,408 0.99% 0.99% 260 0 0.0% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 11,443 1,389 0.12% 0.12% 261 0 0.0% Q2 2026 Jul 20, 2026
OLD NATIONAL BANCORP /IN/ History No change 11,433 1,388 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 15, 2026
Legacy Advisors, LLC History No change 11,067 1,343 0.13% 0.13% 263 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 11,027 1,338 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 04, 2026
Tennessee Valley Asset Management Partners History No change 10,998 1,335 0.15% 0.15% 265 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History No change 10,881 1,321 0.06% 0.06% 266 0 0.0% Q2 2026 Jul 22, 2026
Avestar Capital, LLC History No change 10,831 1,315 0.07% 0.07% 267 0 0.0% Q2 2026 Jul 29, 2026
Vermillion Wealth Management, Inc. History No change 10,667 1,295 0.3% 0.3% 268 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 10,628 1,290 0.06% 0.06% 269 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 10,586 1,285 0.09% 0.09% 270 0 0.0% Q2 2026 Sep 04, 2026
Ashton Thomas Private Wealth, LLC History No change 10,519 1,277 0.03% 0.03% 271 0 0.0% Q2 2026 Jul 29, 2026
Kingsview Wealth Management, LLC History No change 10,345 1,256 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 18, 2026
LPWM LLC History No change 10,326 1,253 0.28% 0.28% 273 0 0.0% Q2 2026 Jul 24, 2026
Dorsey & Whitney Trust CO LLC History No change 10,175 1,235 0.06% 0.06% 274 0 0.0% Q2 2026 Aug 14, 2026
Capital Square, LLC History No change 10,213 1,221 0.54% 0.54% 275 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 10,026 1,217 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 05, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 10,000 1,214 0.1% 0.1% 277 0 0.0% Q2 2026 Aug 07, 2026
Navigate Wealth Management, LLC History No change 10,205 1,213 0.75% 0.75% 278 0 0.0% Q2 2026 Jul 23, 2026
Legacy Bridge, LLC History No change 9,862 1,197 0.37% 0.37% 279 0 0.0% Q2 2026 Aug 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 9,762 1,185 0.48% 0.48% 280 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 9,591 1,165 0.03% 0.03% 281 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 9,583 1,163 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 27, 2026
OPPENHEIMER & CO INC History No change 9,571 1,162 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 9,527 1,156 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 9,471 1,149 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 12, 2026
Flower City Capital History No change 9,471 1,149 0.51% 0.51% 286 0 0.0% Q2 2026 Jul 07, 2026
National Philanthropic Trust History No change 9,393 1,140 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
GOLDEN ROAD ADVISORS LLC History No change 9,388 1,139 0.55% 0.55% 288 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 9,919 1,109 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 10, 2026
Headlands Technologies LLC History No change 9,110 1,106 0.12% 0.12% 290 0 0.0% Q2 2026 Aug 12, 2026
Pine Valley Investments Ltd Liability Co History No change 9,078 1,102 0.04% 0.04% 291 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 9,047 1,096 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 11, 2026
TAGStone Capital, Inc. History No change 8,976 1,089 0.35% 0.35% 293 0 0.0% Q2 2026 Aug 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 8,933 1,084 0.07% 0.07% 294 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 8,927 1,083 0.04% 0.04% 295 0 0.0% Q2 2026 Aug 13, 2026
Allegheny Financial Group History No change 8,921 1,083 0.11% 0.11% 296 0 0.0% Q2 2026 Jul 22, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 8,867 1,076 0.25% 0.25% 297 0 0.0% Q2 2026 Jul 22, 2026
Guidance Point Advisors, LLC History No change 8,849 1,074 0.23% 0.23% 298 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Wealth Management, LLC History No change 8,683 1,054 0.16% 0.16% 299 0 0.0% Q2 2026 Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 8,573 1,044 0.13% 0.13% 300 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 8,594 1,043 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 8,531 1,035 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 8,486 1,030 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 15, 2026
GTS SECURITIES LLC History No change 8,471 1,028 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 8,378 1,017 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 8,293 1,006 0.13% 0.13% 306 0 0.0% Q2 2026 Aug 25, 2026
Stordahl Capital Management, Inc. History No change 8,176 992 0.18% 0.18% 307 0 0.0% Q2 2026 Jul 14, 2026
DWR WEALTH MANAGEMENT, LLC History No change 8,197 990 0.74% 0.74% 308 0 0.0% Q2 2026 Jul 07, 2026
Cordatus Wealth Management LLC History No change 8,042 976 0.21% 0.21% 309 0 0.0% Q2 2026 Jul 29, 2026
Hexagon Capital Partners LLC History No change 7,913 960 0.13% 0.13% 310 0 0.0% Q2 2026 Aug 06, 2026
Rather & Kittrell, Inc. History No change 7,895 958 0.13% 0.13% 311 0 0.0% Q2 2026 Aug 12, 2026
Fairman Group, LLC History No change 7,831 950 0.75% 0.75% 312 0 0.0% Q2 2026 Aug 04, 2026
First Bancorp, Inc /ME/ History No change 7,807 947 0.37% 0.37% 313 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 7,673 931 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 13, 2026
Colter Lewis Investment Partners LLC History No change 7,644 928 0.41% 0.41% 315 0 0.0% Q2 2026 Aug 14, 2026
Sankala Group LLC History No change 7,454 905 0.6% 0.6% 316 0 0.0% Q2 2026 Aug 18, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 7,400 898 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 7,401 898 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 7,390 897 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 7,354 893 0.06% 0.06% 320 0 0.0% Q2 2026 Jul 21, 2026
FWG Investments, LLC. History No change 7,259 881 0.47% 0.47% 321 0 0.0% Q2 2026 Jul 28, 2026
DB Fitzpatrick & Co, Inc History No change 7,194 873 0.71% 0.71% 322 0 0.0% Q2 2026 Jul 16, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 7,183 872 0.1% 0.1% 323 0 0.0% Q2 2026 Aug 10, 2026
BAKER BOYER NATIONAL BANK History No change 7,142 867 0.24% 0.24% 324 0 0.0% Q2 2026 Jul 27, 2026
Westfuller Advisors, LLC History No change 7,119 864 0.31% 0.31% 325 0 0.0% Q2 2026 Jul 29, 2026
Retirement Systems of Alabama History No change 7,018 852 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 7,018 852 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 11, 2026
Americana Partners, LLC History No change 6,927 841 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 05, 2026
1834 INVESTMENT ADVISORS CO History No change 6,873 834 0.09% 0.09% 329 0 0.0% Q2 2026 Jul 30, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 6,835 829 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 11, 2026
GENESIS PRIVATE WEALTH, LLC History No change 6,745 818 0.23% 0.23% 331 0 0.0% Q2 2026 Jul 13, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 6,673 810 0.03% 0.03% 332 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 6,654 807 0.03% 0.03% 333 0 0.0% Q2 2026 Aug 12, 2026
SkyOak Wealth, LLC History No change 6,596 800 0.13% 0.13% 334 0 0.0% Q2 2026 Jul 30, 2026
Keener Financial Planning LLC History No change 6,591 800 0.29% 0.29% 335 0 0.0% Q2 2026 Jul 31, 2026
Lazard Freres Gestion S.A.S. History No change 6,579 798 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 6,539 794 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,487 787 0.02% 0.02% 338 0 0.0% Q2 2026 Jul 17, 2026
M3 Advisory Group, LLC History No change 6,466 785 0.41% 0.41% 339 0 0.0% Q2 2026 Jul 24, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 6,445 782 0.1% 0.1% 340 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 6,417 779 0.27% 0.27% 341 0 0.0% Q2 2026 Jul 30, 2026
FLAGSTAR SECURITIES, INC History No change 6,405 777 0.23% 0.23% 342 0 0.0% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History No change 6,353 771 0.01% 0.01% 343 0 0.0% Q2 2026 Sep 08, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 6,337 769 0.43% 0.43% 344 0 0.0% Q2 2026 Aug 05, 2026
GEM Asset Management, LLC History No change 6,304 765 0.3% 0.3% 345 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 6,248 758 0.03% 0.03% 346 0 0.0% Q2 2026 Jul 23, 2026
Emerald Advisors, LLC History No change 6,233 756 0.09% 0.09% 347 0 0.0% Q2 2026 Jul 20, 2026
Caerus Investment Advisors, LLC History No change 6,189 751 0.25% 0.25% 348 0 0.0% Q2 2026 Aug 14, 2026
Bryant Woods Investment Advisors, LLC History No change 6,166 748 0.21% 0.21% 349 0 0.0% Q2 2026 Jul 22, 2026
PACIFIC FINANCIAL GROUP INC History No change 6,136 745 0.36% 0.36% 350 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 6,142 745 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 6,104 741 0.2% 0.2% 352 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 6,103 740 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 13, 2026
FF Advisors,LLC History No change 6,047 734 0.27% 0.27% 354 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 6,041 733 0.02% 0.02% 355 0 0.0% Q2 2026 Jul 20, 2026
Pines Wealth Management, LLC History No change 6,021 731 0.21% 0.21% 356 0 0.0% Q2 2026 Jul 22, 2026
Arkadios Wealth Advisors History No change 5,972 725 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 5,974 725 0.56% 0.56% 358 0 0.0% Q2 2026 Jul 24, 2026
Bogart Wealth, LLC History No change 5,952 722 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 24, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 5,792 703 7.43% 7.43% 360 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 5,770 700 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 5,737 696 0.03% 0.03% 362 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History No change 5,714 693 0.11% 0.11% 363 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 5,687 690 0.01% 0.01% 364 0 0.0% Q2 2026 Jul 24, 2026
Kera Capital Partners, Inc. History No change 5,684 690 0.07% 0.07% 365 0 0.0% Q2 2026 Aug 14, 2026
626 Financial, LLC History No change 5,653 686 0.27% 0.27% 366 0 0.0% Q2 2026 Jul 27, 2026
Marble Wealth, LLC History No change 5,615 681 0.1% 0.1% 367 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,537 672 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 10, 2026
Global Wealth Management Investment Advisory, Inc. History No change 5,539 672 0.1% 0.1% 369 0 0.0% Q2 2026 Jul 29, 2026
Savvy Advisors, Inc. History No change 5,457 662 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 03, 2026
RKL Wealth Management LLC History No change 5,413 657 0.05% 0.05% 371 0 0.0% Q2 2026 Aug 10, 2026
PENNINGTON PARTNERS & CO., LLC History No change 5,339 648 0.21% 0.21% 372 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 5,272 640 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,258 638 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 12, 2026
SAPIENT CAPITAL LLC History No change 5,203 631 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 09, 2026
SENTINEL PENSION ADVISORS, LLC History No change 5,243 623 0.08% 0.08% 376 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 5,072 615 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 21, 2026
Trellis Wealth Advisors LLC History No change 5,071 615 0.21% 0.21% 378 0 0.0% Q2 2026 Jul 15, 2026
Archer Investment Corp History No change 5,056 613 0.12% 0.12% 379 0 0.0% Q2 2026 Aug 03, 2026
Clearstead Advisors, LLC History No change 5,040 611 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 06, 2026
Mutual Advisors, LLC History No change 5,023 609 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History No change 4,989 605 0.03% 0.03% 382 0 0.0% Q2 2026 Jul 16, 2026
B.O.S.S. Retirement Advisors, LLC History No change 4,910 596 0.16% 0.16% 383 0 0.0% Q2 2026 Jul 20, 2026
Heck Capital Advisors, LLC History No change 4,907 595 0.04% 0.04% 384 0 0.0% Q2 2026 Jul 10, 2026
BBR PARTNERS, LLC History No change 4,852 589 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 11, 2026
W ADVISORS, LLC History No change 4,851 589 0.27% 0.27% 386 0 0.0% Q2 2026 Jul 31, 2026
HUB Investment Partners, LLC History No change 4,835 587 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History No change 4,825 585 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 20, 2026
FIRST FINANCIAL CORP /IN/ History No change 4,808 583 0.2% 0.2% 389 0 0.0% Q2 2026 Jul 07, 2026
Russell Investments Group, Ltd. History No change 4,785 581 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 06, 2026
Braun-Bostich & Associates Inc. History No change 4,779 580 0.32% 0.32% 391 0 0.0% Q2 2026 Jul 24, 2026
Oxinas Partners, LLC History No change 4,724 573 0.23% 0.23% 392 0 0.0% Q2 2026 Jul 14, 2026
Sage Mountain Advisors LLC History No change 4,722 573 0.04% 0.04% 393 0 0.0% Q2 2026 Aug 05, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 4,699 570 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 03, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4,692 569 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 4,609 559 0.01% 0.01% 396 0 0.0% Q2 2026 Jul 21, 2026
Financial Advisors Network, Inc. History No change 4,610 559 0.07% 0.07% 397 0 0.0% Q2 2026 Aug 14, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 4,597 558 0.2% 0.2% 398 0 0.0% Q2 2026 Aug 03, 2026
Curi Capital, LLC History No change 4,514 548 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 4,452 540 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 4,434 538 0.05% 0.05% 401 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 4,430 537 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 30, 2026
North Star Investment Management Corp. History No change 4,256 516 0.03% 0.03% 403 0 0.0% Q2 2026 Jul 28, 2026
SMART Wealth LLC History No change 4,254 516 0.11% 0.11% 404 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 4,244 515 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 4,225 513 0.09% 0.09% 406 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 4,191 508 0.05% 0.05% 407 0 0.0% Q2 2026 Jul 22, 2026
SageView Advisory Group, LLC History No change 4,179 507 0.02% 0.02% 408 0 0.0% Q2 2026 Aug 10, 2026
WASHINGTON TRUST Co History No change 4,170 506 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 03, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,119 500 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 4,025 488 0.01% 0.01% 411 0 0.0% Q2 2026 Jul 22, 2026
MidFirst Bank History No change 3,995 485 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 07, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,970 482 0.07% 0.07% 413 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,935 477 0.0% 0.0% 414 0 0.0% Q2 2026 Sep 23, 2026
VANGUARD ADVISERS INC History No change 3,835 465 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 3,814 463 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 14, 2026
PLIMOTH TRUST CO LLC History No change 3,754 455 0.09% 0.09% 417 0 0.0% Q2 2026 Jul 28, 2026
Black Diamond Financial, LLC History No change 3,736 453 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 04, 2026
Robertson Stephens Wealth Management, LLC History No change 3,727 452 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 29, 2026
Quotient Wealth Partners, LLC History No change 3,672 445 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 03, 2026
Arcadia Wealth Management, LLC History No change 3,651 443 0.14% 0.14% 421 0 0.0% Q2 2026 Jul 20, 2026
Sigma Planning Corp History No change 3,610 438 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 07, 2026
Wedmont Private Capital History No change 3,662 438 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 3,577 434 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 3,583 433 0.04% 0.04% 425 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Partners LLC History No change 3,566 432 0.38% 0.38% 426 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 3,539 429 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 22, 2026
DAVIDSON TRUST CO History No change 3,530 428 0.17% 0.17% 428 0 0.0% Q2 2026 Jul 29, 2026
Valeo Financial Advisors, LLC History No change 3,513 426 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 08, 2026
OneDigital Investment Advisors LLC History No change 3,508 425 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 3,550 424 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 10, 2026
MYCIO WEALTH PARTNERS, LLC History No change 3,484 423 0.08% 0.08% 432 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 3,427 416 0.02% 0.02% 433 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 3,413 414 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History No change 3,375 409 0.16% 0.16% 435 0 0.0% Q2 2026 Aug 07, 2026
Accurate Wealth Management, LLC History No change 3,403 407 0.04% 0.04% 436 0 0.0% Q2 2026 Jul 14, 2026
FLP Wealth Management, LLC History No change 3,330 404 0.72% 0.72% 437 0 0.0% Q2 2026 Jul 28, 2026
Sincerus Advisory, LLC History No change 3,302 400 0.27% 0.27% 438 0 0.0% Q2 2026 Jul 06, 2026
AlphaCore Capital LLC History No change 3,293 399 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 06, 2026
World Investment Advisors History No change 3,498 397 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 13, 2026
Fort Sheridan Advisors LLC History No change 3,253 394 0.04% 0.04% 441 0 0.0% Q2 2026 Aug 05, 2026
DUTCH ASSET Corp History No change 3,250 394 0.2% 0.2% 442 0 0.0% Q2 2026 Aug 10, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 3,232 392 0.03% 0.03% 443 0 0.0% Q2 2026 Jul 20, 2026
Factor Wealth Management LTD History No change 3,216 390 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 07, 2026
Old Port Advisors History No change 3,189 387 0.08% 0.08% 445 0 0.0% Q2 2026 Jul 21, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 3,450 387 0.08% 0.09% 446 0 0.0% Q3 2026 Oct 05, 2026
Traynor Capital Management, Inc. History No change 3,186 386 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 22, 2026
Shaker Financial Services, LLC History No change 3,140 381 0.12% 0.12% 448 0 0.0% Q2 2026 Jul 15, 2026
MASECO LLP History No change 3,131 380 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 05, 2026
Resolute Advisors LLC History No change 3,099 376 0.09% 0.09% 450 0 0.0% Q2 2026 Aug 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 3,094 375 0.15% 0.15% 451 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Management, LLC History No change 3,088 374 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 05, 2026
Decker Retirement Planning Inc. History No change 3,088 374 0.13% 0.13% 453 0 0.0% Q2 2026 Jul 16, 2026
Tranquility Partners, LLC History No change 3,048 370 0.13% 0.13% 454 0 0.0% Q2 2026 Jul 23, 2026
Timonier Family Office, LTD. History No change 3,048 370 0.1% 0.1% 455 0 0.0% Q2 2026 Aug 03, 2026
CARRET ASSET MANAGEMENT, LLC History No change 3,020 366 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 04, 2026
Riggs Asset Managment Co. Inc. History No change 3,015 366 0.07% 0.07% 457 0 0.0% Q2 2026 Jul 29, 2026
Ceeto Capital Group, LLC History No change 3,000 364 0.1% 0.1% 458 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 2,994 363 0.04% 0.04% 459 0 0.0% Q2 2026 Jul 23, 2026
Brown Financial Advisory History No change 2,947 357 0.15% 0.15% 460 0 0.0% Q2 2026 Jul 28, 2026
Centennial Advisors, LLC History No change 2,913 353 0.42% 0.42% 461 0 0.0% Q2 2026 Jul 27, 2026
FSA WEALTH PARTNERS, INC. History No change 2,902 352 0.09% 0.09% 462 0 0.0% Q2 2026 Aug 03, 2026
Grantvest Financial Group LLC History No change 2,889 350 0.2% 0.2% 463 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 2,866 347 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 10, 2026
Whipplewood Advisors, LLC History No change 2,847 345 0.23% 0.23% 465 0 0.0% Q2 2026 Jul 27, 2026
Nicholas Hoffman & Company, LLC. History No change 2,824 342 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 04, 2026
COREPATH WEALTH PARTNERS LLC History No change 2,876 341 0.21% 0.21% 467 0 0.0% Q2 2026 Jul 09, 2026
UNIQUE WEALTH, LLC History No change 2,798 339 0.04% 0.04% 468 0 0.0% Q2 2026 Jul 21, 2026
Signal Advisors Wealth, LLC History No change 2,800 339 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,731 331 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 28, 2026
Beacon Financial Advisory LLC History No change 2,717 329 0.06% 0.06% 471 0 0.0% Q2 2026 Aug 05, 2026
HFG Advisors, Inc. History No change 2,710 329 0.21% 0.21% 472 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 2,695 327 0.03% 0.03% 473 0 0.0% Q2 2026 Aug 07, 2026
FSA Advisors, Inc. History No change 2,696 327 0.15% 0.15% 474 0 0.0% Q2 2026 Aug 17, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 2,671 324 0.01% 0.01% 475 0 0.0% Q2 2026 Jul 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 2,657 322 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 20, 2026
A&I FINANCIAL SERVICES, LLC History No change 2,634 319 0.14% 0.14% 477 0 0.0% Q2 2026 Jul 09, 2026
O'ROURKE & COMPANY, Inc History No change 2,617 317 0.11% 0.11% 478 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 2,606 316 0.06% 0.06% 479 0 0.0% Q2 2026 Jul 15, 2026
CENTRAL BANK & TRUST CO History No change 2,590 314 0.04% 0.04% 480 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History No change 2,587 314 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,573 308 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 27, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,520 305 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 16, 2026
VISIONARY HORIZONS, LLC History No change 2,514 305 0.13% 0.13% 484 0 0.0% Q2 2026 Jul 16, 2026
D. E. Shaw & Co., Inc. History No change 2,481 301 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 2,466 299 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 04, 2026
Swan Global Investments, LLC History No change 2,427 294 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 11, 2026
Olistico Wealth, LLC History Reduced 2,581 289 0.12% 0.13% 488 -17 -0.65% Q3 2026 Oct 05, 2026
SMITH, MOORE & CO. History No change 2,375 288 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 2,373 288 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
REGATTA CAPITAL GROUP, LLC History No change 2,375 288 0.04% 0.04% 491 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 2,365 287 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 22, 2026
Brand Asset Management Group, Inc. History No change 2,356 286 0.06% 0.06% 493 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 2,343 284 0.07% 0.07% 494 0 0.0% Q2 2026 Jul 13, 2026
Csenge Advisory Group History No change 2,335 283 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 10, 2026
Accredited Investors Inc. History No change 2,326 282 0.01% 0.01% 496 0 0.0% Q2 2026 Jul 21, 2026
Baron Wealth Management LLC History No change 2,326 282 0.07% 0.07% 497 0 0.0% Q2 2026 Jul 07, 2026
Harvest Investment Advisors, LLC History No change 2,305 279 0.14% 0.14% 498 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 2,304 279 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 10, 2026
Arsenal Capital Advisors LLC History No change 2,302 279 0.16% 0.16% 500 0 0.0% Q2 2026 Aug 11, 2026
WATERS PARKERSON & CO., LLC History No change 2,275 276 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 30, 2026
Evernest Financial Advisors, LLC History No change 2,280 276 0.06% 0.06% 502 0 0.0% Q2 2026 Aug 05, 2026
Peregrine Asset Advisers, Inc. History No change 2,268 275 0.06% 0.06% 503 0 0.0% Q2 2026 Aug 10, 2026
Quintet Private Bank (Europe) S.A. History No change 2,260 274 0.02% 0.02% 504 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,243 272 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 2,228 270 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 06, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,219 269 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,216 269 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,231 269 0.02% 0.02% 509 0 0.0% Q2 2026 Jul 22, 2026
Inman Jager Wealth Management, LLC History No change 2,221 269 0.14% 0.14% 510 0 0.0% Q2 2026 Aug 07, 2026
ForthRight Wealth Management, LLC History No change 2,204 267 0.07% 0.07% 511 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 2,185 265 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,183 265 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 2,179 264 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 2,143 260 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 14, 2026
Northside Capital Management, LLC History No change 2,134 259 0.02% 0.02% 516 0 0.0% Q2 2026 Jul 10, 2026
Sentry LLC History No change 2,132 258 0.07% 0.07% 517 0 0.0% Q2 2026 Aug 14, 2026
Ridgepath Capital Management LLC History No change 2,112 256 0.11% 0.11% 518 0 0.0% Q2 2026 Aug 20, 2026
POWER WEALTH MANAGEMENT LLC History No change 2,110 256 0.09% 0.09% 519 0 0.0% Q2 2026 Aug 03, 2026
Advisor Resource Council History No change 2,115 255 0.07% 0.07% 520 0 0.0% Q2 2026 Jul 28, 2026
Embree Financial Group History No change 2,079 252 0.03% 0.03% 521 0 0.0% Q2 2026 Jul 15, 2026
ASO GROUP Ltd History No change 2,066 251 0.11% 0.11% 522 0 0.0% Q2 2026 Aug 03, 2026
Madison Wealth Partners, Inc History No change 2,065 250 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 2,055 249 0.0% 0.0% 524 0 0.0% Q2 2026 Jul 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,056 249 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 16, 2026
Financial Guidance Group, Inc. History No change 2,039 247 0.09% 0.09% 526 0 0.0% Q2 2026 Jul 22, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 2,039 247 0.16% 0.16% 527 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 2,029 246 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 23, 2026
Enclave Advisors LLC History No change 2,030 246 0.03% 0.03% 529 0 0.0% Q2 2026 Jul 14, 2026
Advance Capital Management, Inc. History No change 2,019 245 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 12, 2026
Pasadena Private Wealth, LLC History No change 2,017 244 0.03% 0.03% 531 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisory Solutions, LLC History No change 2,017 244 0.05% 0.05% 532 0 0.0% Q2 2026 Jul 24, 2026
Sound View Wealth Advisors Group, LLC History No change 2,009 243 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 11, 2026
ELLERSON GROUP INC /ADV History No change 2,000 242 0.14% 0.14% 534 0 0.0% Q2 2026 Jul 31, 2026
Aegis Wealth Management LLC History No change 2,000 242 0.11% 0.11% 535 0 0.0% Q2 2026 Aug 07, 2026
Rossmore Private Capital History No change 2,000 242 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 31, 2026
Oceanside Advisors LLC History No change 2,000 242 0.12% 0.12% 537 0 0.0% Q2 2026 Jul 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,981 240 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 28, 2026
Perennial Investment Advisors, LLC History No change 1,957 237 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 1,960 237 0.05% 0.05% 540 0 0.0% Q2 2026 Jul 31, 2026
Facet Wealth, Inc. History No change 1,947 236 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 27, 2026
Tyche Wealth Partners LLC History No change 1,949 236 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 06, 2026
SFAM, LLC History No change 1,938 235 0.19% 0.19% 543 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 1,935 234 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 10, 2026
Independent Advisor Alliance History No change 1,911 232 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 12, 2026
Analyst IMS Investment Management Services Ltd. History No change 1,900 231 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 29, 2026
Vawter Financial, Ltd. History No change 1,904 231 0.09% 0.09% 547 0 0.0% Q2 2026 Jul 24, 2026
Y.D. More Investments Ltd History No change 1,900 230 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 05, 2026
Financial Alternatives, Inc History No change 1,900 230 0.11% 0.11% 549 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 1,902 230 0.02% 0.02% 550 0 0.0% Q2 2026 Jul 29, 2026
Continuum Advisory, LLC History No change 1,886 229 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 06, 2026
WHALEROCK POINT PARTNERS, LLC History No change 1,880 228 0.04% 0.04% 552 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 1,854 225 0.01% 0.01% 553 0 0.0% Q2 2026 Jul 27, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,854 225 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 07, 2026
Root Financial Partners, LLC History No change 1,822 221 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 29, 2026
Edgestream Partners, L.P. History No change 1,820 220 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 11, 2026
Edge Wealth Management LLC History No change 1,800 218 0.04% 0.04% 557 0 0.0% Q2 2026 Jul 09, 2026
Base Wealth Management LLC History No change 1,785 216 0.1% 0.1% 558 0 0.0% Q2 2026 Jul 22, 2026
Baker Avenue Asset Management, LP History No change 1,774 215 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History No change 1,778 215 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 08, 2026
Manchester Capital Management LLC History No change 1,755 213 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,750 212 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 14, 2026
Phoenix Financial Ltd. History No change 1,746 212 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 1,718 208 0.16% 0.16% 564 0 0.0% Q2 2026 Aug 11, 2026
McClarren Financial Advisors, Inc. History No change 1,710 207 0.11% 0.11% 565 0 0.0% Q2 2026 Jul 17, 2026
Bragg Financial Advisors, Inc History No change 1,703 206 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,701 206 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 11, 2026
Red Door Wealth Management, LLC History No change 1,698 206 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 13, 2026
Fortune Financial Advisors, LLC History No change 1,700 206 0.09% 0.09% 569 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 1,698 206 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 04, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 1,693 205 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 21, 2026
INVESTMENT PARTNERS, LTD. History No change 1,694 205 0.06% 0.06% 572 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 1,697 205 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,691 205 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 14, 2026
HOGE FINANCIAL SERVICES, LLC History No change 1,666 202 0.1% 0.1% 575 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 1,666 201 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,649 200 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 10, 2026
MADDEN SECURITIES Corp History No change 1,650 200 0.06% 0.06% 578 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 1,614 195 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 1,589 193 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 17, 2026
WHITTIER TRUST CO History No change 1,594 192 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 27, 2026
WealthShield Partners, LLC History No change 1,567 190 0.03% 0.03% 582 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 1,526 185 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 15, 2026
HUNTINGTON NATIONAL BANK History No change 1,473 178 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 1,400 172 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 1,391 168 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,365 165 0.06% 0.06% 587 0 0.0% Q2 2026 Jul 08, 2026
Allworth Financial LP History No change 1,348 163 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 1,331 161 0.01% 0.01% 589 0 0.0% Q2 2026 Jul 24, 2026
Ramirez Asset Management, Inc. History No change 1,332 161 0.02% 0.02% 590 0 0.0% Q2 2026 Aug 13, 2026
Networth Advisors, LLC History No change 1,304 158 0.09% 0.09% 591 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 1,247 151 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 1,215 147 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,141 138 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,225 137 0.04% 0.04% 595 0 0.0% Q3 2026 Oct 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,084 131 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,038 126 0.04% 0.04% 597 0 0.0% Q2 2026 Jul 16, 2026
Sterling Capital Management LLC History No change 1,004 121 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 28, 2026
LFA - Lugano Financial Advisors SA History No change 1,000 121 0.07% 0.07% 599 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 996 120 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 29, 2026
Hilltop National Bank History No change 982 119 0.03% 0.03% 601 0 0.0% Q2 2026 Jul 01, 2026
Pinnacle Bancorp, Inc. History No change 957 116 0.03% 0.03% 602 0 0.0% Q2 2026 Jul 28, 2026
United Community Bank History No change 956 116 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 920 111 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 27, 2026
SIMPLEX TRADING, LLC History No change 908 110 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL TRUST Co History No change 833 101 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 31, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 839 101 0.04% 0.04% 607 0 0.0% Q2 2026 Aug 07, 2026
Financial Perspectives, Inc History No change 775 94 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 24, 2026
GAMMA Investing LLC History No change 761 92 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 07, 2026
ADIRONDACK TRUST CO History No change 749 90 0.03% 0.03% 610 0 0.0% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History No change 745 90 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 720 87 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 22, 2026
REAP Financial Group, LLC History No change 718 87 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 04, 2026
Oakworth Capital, Inc. History No change 718 86 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 699 84 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 689 83 0.04% 0.04% 616 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 658 79 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 644 78 0.01% 0.01% 618 0 0.0% Q2 2026 Jul 24, 2026
Walsh & Associates, LLC History No change 636 77 0.06% 0.06% 619 0 0.0% Q2 2026 Jul 21, 2026
Strengthening Families & Communities, LLC History No change 599 72 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 591 71 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 06, 2026
YANKCOM Partnership History No change 589 71 0.03% 0.03% 622 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 586 71 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 580 70 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 17, 2026
EFG International AG History No change 564 68 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 557 67 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 03, 2026
Napier Financial, LLC History No change 560 67 0.01% 0.01% 627 0 0.0% Q2 2026 Jul 31, 2026
Wilmington Savings Fund Society, FSB History No change 517 62 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 28, 2026
Graney & King, LLC History No change 517 62 0.02% 0.02% 629 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 484 59 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 487 59 0.03% 0.03% 631 0 0.0% Q2 2026 Jul 30, 2026
BankPlus Trust Department History No change 483 58 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 28, 2026
FINANCIAL CONSULATE, INC History No change 469 56 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 458 55 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 10, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 458 55 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 21, 2026
Founders Financial Alliance, LLC History No change 440 53 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 04, 2026
Greykasell Wealth Strategies, Inc. History No change 439 53 0.02% 0.02% 637 0 0.0% Q2 2026 Aug 11, 2026
Midway Capital Research & Management History No change 440 53 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 429 52 0.02% 0.02% 639 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 410 49 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 396 48 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 23, 2026
10Elms LLP History No change 400 48 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 386 47 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 29, 2026
BOK Financial Private Wealth, Inc. History No change 360 43 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 07, 2026
Global Trust Asset Management, LLC History No change 350 42 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 03, 2026
Hilton Head Capital Partners, LLC History No change 343 41 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 27, 2026
HHM Wealth Advisors, LLC History No change 334 40 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 336 40 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History No change 309 37 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 22, 2026
Rosenberg Matthew Hamilton History No change 303 34 0.01% 0.01% 650 0 0.0% Q3 2026 Oct 05, 2026
Allspring Global Investments Holdings, LLC History No change 287 34 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 279 33 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Asset Management, LLC History No change 258 31 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 254 30 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 248 30 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 10, 2026
Trifecta Capital Advisors, LLC History No change 233 28 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 03, 2026
Topsail Wealth Management, LLC History No change 215 26 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 227 26 0.02% 0.02% 658 0 0.0% Q2 2026 Jul 09, 2026
Versant Capital Management, Inc History No change 225 25 0.0% 0.0% 659 0 0.0% Q3 2026 Oct 01, 2026
Ankerstar Wealth, LLC History No change 198 24 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 196 23 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 06, 2026
Independence Bank of Kentucky History No change 193 23 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 13, 2026
COUNTRY TRUST BANK History No change 184 22 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 15, 2026
FAS Wealth Partners, Inc. History No change 181 22 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 29, 2026
Costello Asset Management, INC History No change 175 21 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 28, 2026
BARD ASSOCIATES INC History No change 168 20 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 168 20 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 23, 2026
Biltmore Family Office, LLC History No change 159 19 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 12, 2026
HighMark Wealth Management LLC History No change 157 19 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 152 18 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 156 18 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 28, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 141 17 0.01% 0.01% 672 0 0.0% Q2 2026 Sep 18, 2026
DHJJ Financial Advisors, Ltd. History No change 148 17 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 135 16 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 135 16 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 124 15 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 127 15 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 14, 2026
Reyes Financial Architecture, Inc. History No change 128 15 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 16, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 118 14 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 29, 2026
DecisionPoint Financial, LLC History No change 121 14 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 05, 2026
Register Financial Advisors LLC History No change 123 14 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 15, 2026
Redwood Park Advisors LLC History No change 119 14 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 11, 2026
Planning Strategies Inc. History No change 128 14 0.01% 0.01% 683 0 0.0% Q3 2026 Oct 02, 2026
Asset Dedication, LLC History No change 113 13 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 30, 2026
Financial Management Professionals, Inc. History No change 110 13 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 09, 2026
Covestor Ltd History No change 103 13 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 07, 2026
VIMA LLC History No change 115 13 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 24, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 110 13 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 24, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 100 12 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 98 11 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 04, 2026
REXFORD CAPITAL INC History No change 91 11 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 85 10 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 16, 2026
Horizon Investments, LLC History No change 89 10 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
Financial Life Planners History No change 89 10 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 21, 2026
Benson Wealth Management INC History No change 85 10 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 75 9 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 20, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 78 9 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 70 8 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 72 8 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 20, 2026
NFSG Corp History No change 66 8 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 67 8 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 21, 2026
WOLFF WIESE MAGANA LLC History No change 64 7 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 13, 2026
VSM Wealth Advisory, LLC History No change 62 7 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 22, 2026
Anchor Bay Capital, Inc. History No change 65 7 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 11, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 62 7 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 13, 2026
SRH ADVISORS, LLC History No change 50 6 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 24, 2026
Glassman Wealth Services History No change 57 6 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 05, 2026
LifeSteps Financial, Inc. History No change 53 6 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 17, 2026
Strategic Investment Solutions, Inc. /IL History No change 56 6 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 08, 2026
Nemes Rush Group LLC History No change 53 6 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History No change 54 6 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 06, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 52 6 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 09, 2026
MOTCO History No change 47 5 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 31, 2026
Tower Research Capital LLC (TRC) History No change 48 5 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 11, 2026
Tradewinds Capital Management, LLC History No change 42 5 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 23, 2026
Ulland Investment Advisors, LLC History No change 40 5 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 16, 2026
Meramec Financial Planners, LLC History No change 46 5 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 28, 2026
DUNCKER STREETT & CO INC History No change 35 4 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 28, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 40 4 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 41 4 0.0% 0.0% 720 0 0.0% Q2 2026 Sep 15, 2026
1 NORTH WEALTH SERVICES LLC History No change 33 4 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 03, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 36 4 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 38 4 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 04, 2026
MassMutual Private Wealth & Trust, FSB History New 30 3 0.0% — 726 +30 New Q3 2026 Oct 05, 2026
JFS WEALTH ADVISORS, LLC History No change 25 3 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 10, 2026
Millstone Evans Group, LLC History No change 29 3 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Trust, LLC History No change 23 2 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History No change 15 2 0.0% 0.0% 728 0 0.0% Q3 2026 Oct 02, 2026
SOA Wealth Advisors, LLC. History No change 21 2 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 21, 2026
Rakuten Securities, Inc. History No change 17 2 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 20 2 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 9 1 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 16 1 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 30, 2026
WEST PACES ADVISORS INC. History No change 16 1 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 17, 2026
Private Wealth Management Group, LLC History No change 15 1 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 27, 2026
Central Pacific Bank - Trust Division History No change 12 1 0.0% 0.0% 736 0 0.0% Q3 2026 Oct 05, 2026
Keating Financial Advisory Services, Inc. History No change 14 1 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 15 1 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Delos Wealth Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Coston, McIsaac & Partners History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 3 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Talon Private Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
Frazier Financial Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Bernard Wealth Management Corp. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 21, 2026
Strive Financial Group ,LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 30, 2026