VANGUARD WHITEHALL FUNDS - VYMI

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
MORGAN STANLEY History No change 6,660,700 654,080 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 6,351,629 623,729 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,269,527 419,267 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
Orgel Wealth Management, LLC History No change 3,084,964 302,943 5.75% 5.75% 4 0 0.0% Q2 2026 Jul 13, 2026
LPL Financial LLC History No change 2,888,314 283,632 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,800,924 275,050 0.06% 0.06% 6 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,797,471 273,627 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,491,771 244,691 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,335,889 229,322 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,983,451 194,776 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,813,467 178,081 0.27% 0.27% 11 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,709,221 167,845 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 1,530,507 150,295 4.3% 4.3% 13 0 0.0% Q2 2026 Jul 22, 2026
Mariner, LLC History No change 962,375 94,506 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 854,674 83,929 0.08% 0.08% 15 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 721,215 70,823 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 675,900 66,373 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial Wealth Advisors, LLC History No change 670,311 65,824 8.42% 8.42% 18 0 0.0% Q2 2026 Jul 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 653,380 64,161 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 622,475 61,126 0.36% 0.36% 20 0 0.0% Q2 2026 Aug 17, 2026
FOSTER & MOTLEY INC History No change 613,923 60,287 2.77% 2.77% 21 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 568,850 55,884 0.07% 0.07% 22 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 478,114 46,950 0.06% 0.06% 23 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 477,136 46,874 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
Hilton Capital Management, LLC History No change 467,617 45,919 3.12% 3.12% 25 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 458,817 45,055 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 19, 2026
TRUIST FINANCIAL CORP History No change 428,595 42,088 0.05% 0.05% 27 0 0.0% Q2 2026 Jul 28, 2026
Barry Investment Advisors, LLC History No change 425,601 41,794 8.74% 8.74% 28 0 0.0% Q2 2026 Jul 09, 2026
Capital Advantage, Inc. History No change 415,485 40,800 4.98% 4.98% 29 0 0.0% Q2 2026 Jul 13, 2026
Focus Partners Wealth History No change 377,479 37,068 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 12, 2026
LS Investment Advisors, LLC History No change 370,210 36,354 4.93% 4.93% 31 0 0.0% Q2 2026 Jul 21, 2026
Janney Montgomery Scott LLC History No change 368,566 36,193 0.07% 0.07% 32 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 352,577 34,622 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 345,385 33,916 0.07% 0.07% 34 0 0.0% Q2 2026 Aug 07, 2026
BURNS J W & CO INC/NY History No change 334,655 32,863 3.43% 3.43% 35 0 0.0% Q2 2026 Jul 15, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 328,775 32,285 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Wealth, LLC History No change 315,871 31,018 5.68% 5.68% 37 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 312,298 30,667 0.05% 0.05% 38 0 0.0% Q2 2026 Jul 30, 2026
FIRST HAWAIIAN BANK History No change 304,625 29,914 3.79% 3.79% 39 0 0.0% Q2 2026 Jul 13, 2026
NorthRock Partners, LLC History No change 299,797 29,440 0.43% 0.43% 40 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 296,816 29,147 0.07% 0.07% 41 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 290,148 28,492 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 288,795 28,359 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 286,697 28,153 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 18, 2026
BANK OF HAWAII History No change 284,828 27,970 1.38% 1.38% 45 0 0.0% Q2 2026 Aug 13, 2026
SWAN Capital LLC History No change 283,514 27,841 9.53% 9.53% 46 0 0.0% Q2 2026 Aug 13, 2026
Strategic Point Investment Advisors, LLC History No change 253,656 24,908 3.25% 3.25% 47 0 0.0% Q2 2026 Jul 08, 2026
New England Private Wealth Advisors LLC History No change 241,179 24,513 2.37% 2.37% 48 0 0.0% Q2 2026 Aug 04, 2026
Main Line Retirement Advisors, LLC History No change 247,065 24,261 11.12% 11.12% 49 0 0.0% Q2 2026 Jul 30, 2026
AAF Wealth Management, LLC History No change 241,414 23,706 8.74% 8.74% 50 0 0.0% Q2 2026 Jul 17, 2026
Joel Isaacson & Co., LLC History No change 233,051 22,885 0.66% 0.66% 51 0 0.0% Q2 2026 Aug 04, 2026
Corient Private Wealth LP History No change 227,366 22,327 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 27, 2026
CITIGROUP INC History No change 222,710 21,870 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 03, 2026
KWMG, LLC History No change 221,556 21,756 1.57% 1.57% 54 0 0.0% Q2 2026 Jul 08, 2026
Pathstone Holdings, LLC History No change 214,812 21,094 0.06% 0.06% 55 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 213,770 20,992 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
Ackerman Capital Advisors, LLC History No change 209,764 20,598 4.15% 4.15% 57 0 0.0% Q2 2026 Jul 30, 2026
American Investment Services, Inc. History No change 206,897 20,317 4.29% 4.29% 58 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 200,019 19,641 0.11% 0.11% 59 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 192,187 18,872 0.25% 0.25% 60 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 189,310 18,590 0.33% 0.33% 61 0 0.0% Q2 2026 Jul 14, 2026
Vanguard National Trust Co History No change 188,025 18,464 1.01% 1.01% 62 0 0.0% Q2 2026 Aug 13, 2026
Tull Financial Group, Inc. History No change 185,302 18,196 7.12% 7.12% 63 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 180,311 17,706 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Advisors, LLC History No change 178,258 17,504 3.09% 3.09% 65 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 177,024 17,383 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
Arkos Global Advisors History No change 175,499 17,234 2.04% 2.04% 67 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 172,421 16,931 0.21% 0.21% 68 0 0.0% Q2 2026 Aug 18, 2026
Capital Advisors Wealth Management, LLC History No change 168,070 16,504 1.94% 1.94% 69 0 0.0% Q2 2026 Jul 23, 2026
Meeder Advisory Services, Inc. History No change 167,842 16,482 0.6% 0.6% 70 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Group, LLC / IL History No change 165,256 16,228 3.96% 3.96% 71 0 0.0% Q2 2026 Jul 30, 2026
Gotham Asset Management, LLC History No change 163,055 16,012 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 161,663 15,875 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 160,656 15,776 0.19% 0.19% 74 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 160,564 15,767 0.08% 0.08% 75 0 0.0% Q2 2026 Sep 23, 2026
Kestra Advisory Services, LLC History No change 160,130 15,724 0.05% 0.05% 76 0 0.0% Q2 2026 Jul 28, 2026
Moran Wealth Management, LLC History No change 158,397 15,554 0.42% 0.42% 77 0 0.0% Q2 2026 Aug 05, 2026
Human Investing LLC History No change 157,495 15,465 2.01% 2.01% 78 0 0.0% Q2 2026 Jul 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 153,037 15,028 0.2% 0.2% 79 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 152,168 14,942 0.75% 0.75% 80 0 0.0% Q2 2026 Jul 16, 2026
WEST BANCORPORATION INC History No change 147,657 14,499 6.2% 6.2% 81 0 0.0% Q2 2026 Jul 23, 2026
Regal Investment Advisors LLC History No change 146,556 14,391 0.75% 0.75% 82 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 145,328 14,271 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Prentice Wealth Management LLC History No change 144,123 14,152 2.92% 2.92% 84 0 0.0% Q2 2026 Jul 15, 2026
REGIMEN WEALTH, LLC History No change 143,731 14,114 3.8% 3.8% 85 0 0.0% Q2 2026 Aug 05, 2026
Financial Perspectives, Inc History No change 143,597 14,101 3.43% 3.43% 86 0 0.0% Q2 2026 Jul 24, 2026
Buska Wealth Management, LLC History No change 142,542 13,997 5.05% 5.05% 87 0 0.0% Q2 2026 Jul 10, 2026
Wedmont Private Capital History No change 138,786 13,957 0.38% 0.38% 88 0 0.0% Q2 2026 Jul 13, 2026
Procyon Advisors, LLC History No change 141,832 13,927 0.6% 0.6% 89 0 0.0% Q2 2026 Jul 09, 2026
Sanctuary Advisors, LLC History No change 141,191 13,864 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 140,798 13,826 2.38% 2.38% 91 0 0.0% Q2 2026 Jul 02, 2026
Family Investment Center, Inc. History No change 139,946 13,742 2.28% 2.28% 92 0 0.0% Q2 2026 Jul 23, 2026
Kraft, Davis & Associates, LLC History No change 137,555 13,666 2.85% 2.85% 93 0 0.0% Q2 2026 Jul 09, 2026
Orion Porfolio Solutions, LLC History No change 138,316 13,582 0.1% 0.1% 94 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 137,666 13,518 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 12, 2026
Unison Advisors LLC History No change 136,603 13,414 0.94% 0.94% 96 0 0.0% Q2 2026 Jul 22, 2026
Markowski Investments History No change 136,539 13,408 2.95% 2.95% 97 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 131,662 12,929 0.14% 0.14% 98 0 0.0% Q2 2026 Jul 29, 2026
EQUITABLE TRUST CO History No change 131,252 12,888 0.54% 0.54% 99 0 0.0% Q2 2026 Jul 23, 2026
SWEENEY & MICHEL, LLC History No change 122,274 12,844 3.37% 3.37% 100 0 0.0% Q2 2026 Aug 10, 2026
RTD Financial Advisors, Inc. History No change 129,933 12,759 1.39% 1.39% 101 0 0.0% Q2 2026 Jul 13, 2026
MGO ONE SEVEN LLC History No change 125,854 12,358 0.2% 0.2% 102 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 125,110 12,285 0.15% 0.15% 103 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Investment Group, LLC History No change 123,648 12,142 1.47% 1.47% 104 0 0.0% Q2 2026 Aug 04, 2026
Wealthfront Advisers LLC History No change 123,211 12,099 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 07, 2026
CROBAN History No change 120,219 11,805 5.2% 5.2% 106 0 0.0% Q2 2026 Aug 03, 2026
Drucker Wealth 3.0, LLC History No change 119,199 11,705 1.85% 1.85% 107 0 0.0% Q2 2026 Jul 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 117,219 11,510 1.17% 1.17% 108 0 0.0% Q2 2026 Aug 13, 2026
Eagle Strategies LLC History No change 115,297 11,322 1.13% 1.13% 109 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 115,062 11,299 0.11% 0.11% 110 0 0.0% Q2 2026 Jul 28, 2026
REBALANCE, LLC History No change 113,432 11,138 0.58% 0.58% 111 0 0.0% Q2 2026 Jul 16, 2026
Troutman Wealth Management, LLC History No change 112,800 11,076 8.52% 8.52% 112 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 112,087 11,006 0.13% 0.13% 113 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY TRUST CO History No change 111,094 10,909 0.12% 0.12% 114 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History No change 110,436 10,844 1.25% 1.25% 115 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 110,079 10,809 0.05% 0.05% 116 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 106,103 10,419 0.08% 0.08% 117 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 105,505 10,360 0.11% 0.11% 118 0 0.0% Q2 2026 Jul 28, 2026
MARATHON CAPITAL MANAGEMENT History No change 104,752 10,286 2.08% 2.08% 119 0 0.0% Q2 2026 Jul 22, 2026
Mountain Capital Investment Advisors Inc. History No change 104,627 10,274 1.46% 1.46% 120 0 0.0% Q2 2026 Jul 14, 2026
Quaker Wealth Management, LLC History No change 102,932 10,107 2.94% 2.94% 121 0 0.0% Q2 2026 Jul 24, 2026
MAI Capital Management History No change 100,298 9,849 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 98,988 9,720 0.17% 0.17% 123 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Bank Trust Department History No change 96,267 9,453 1.17% 1.17% 124 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 96,011 9,428 0.18% 0.18% 125 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 95,139 9,342 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 11, 2026
BCS Wealth Management History No change 94,636 9,293 1.67% 1.67% 127 0 0.0% Q2 2026 Jul 16, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 93,732 9,204 1.53% 1.53% 128 0 0.0% Q2 2026 Jul 21, 2026
Angeles Investment Advisors, LLC History No change 93,500 9,181 0.55% 0.55% 129 0 0.0% Q2 2026 Jul 22, 2026
Lebenthal Global Advisors, LLC History No change 93,497 9,181 1.24% 1.24% 130 0 0.0% Q2 2026 Jul 30, 2026
Cherry Tree Wealth Management, LLC History No change 92,795 9,112 1.71% 1.71% 131 0 0.0% Q2 2026 Sep 15, 2026
ADG Wealth Management Group, LLC History No change 92,768 9,109 5.78% 5.78% 132 0 0.0% Q2 2026 Jul 27, 2026
Ariston Services Group History No change 90,421 8,879 4.9% 4.9% 133 0 0.0% Q2 2026 Jul 27, 2026
Guardian Financial Partners, LLC History No change 88,106 8,652 3.37% 3.37% 134 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 87,986 8,637 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 87,040 8,547 0.05% 0.05% 136 0 0.0% Q2 2026 Jul 20, 2026
Legacy Advisors, LLC History No change 86,778 8,521 0.8% 0.8% 137 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 85,843 8,429 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 85,432 8,357 0.02% 0.02% 139 0 0.0% Q2 2026 Jul 27, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 85,000 8,347 2.98% 2.98% 140 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 81,797 8,032 0.01% 0.01% 141 0 0.0% Q2 2026 Sep 09, 2026
Lumbard & Kellner, LLC History No change 81,096 7,963 2.41% 2.41% 142 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 80,745 7,929 0.66% 0.66% 143 0 0.0% Q2 2026 Jul 29, 2026
Turning Point Benefit Group, Inc. History No change 80,039 7,843 3.37% 3.37% 144 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY ADVISORS, INC. History No change 78,424 7,701 5.18% 5.18% 145 0 0.0% Q2 2026 Jul 24, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 78,095 7,669 1.46% 1.46% 146 0 0.0% Q2 2026 Aug 07, 2026
Beta Wealth Group, Inc. History No change 78,018 7,661 2.87% 2.87% 147 0 0.0% Q2 2026 Jul 24, 2026
McKinley Carter Wealth Services, Inc. History No change 77,821 7,642 0.39% 0.39% 148 0 0.0% Q2 2026 Jul 28, 2026
Walkner Condon Financial Advisors LLC History No change 77,071 7,568 0.87% 0.87% 149 0 0.0% Q2 2026 Jul 27, 2026
Essex Financial Services, Inc. History No change 76,915 7,553 0.38% 0.38% 150 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 74,271 7,293 0.71% 0.71% 151 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 73,823 7,249 0.14% 0.14% 152 0 0.0% Q2 2026 Jul 09, 2026
Heartwood Wealth Advisors LLC History Added to 71,324 7,212 0.57% 0.54% 153 +284 0.4% Q3 2026 Oct 05, 2026
Mayfair Advisory Group, LLC History No change 70,903 7,206 2.17% 2.17% 154 0 0.0% Q2 2026 Aug 11, 2026
FIRST CITIZENS BANK & TRUST CO History No change 72,395 7,109 0.11% 0.11% 155 0 0.0% Q2 2026 Jul 13, 2026
First PREMIER Bank History No change 71,145 6,987 1.13% 1.13% 156 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 71,045 6,976 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 03, 2026
Apeiron RIA LLC History No change 69,925 6,866 1.76% 1.76% 158 0 0.0% Q2 2026 Jul 16, 2026
Axis Wealth Partners, LLC History No change 68,886 6,764 3.25% 3.25% 159 0 0.0% Q2 2026 Jul 28, 2026
Raab & Moskowitz Asset Management LLC History No change 68,682 6,744 1.36% 1.36% 160 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 68,231 6,700 0.06% 0.06% 161 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History No change 66,782 6,558 0.18% 0.18% 162 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 65,133 6,396 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 11, 2026
Quantum Capital Management, LLC / NJ History No change 62,638 6,151 0.77% 0.77% 164 0 0.0% Q2 2026 Aug 11, 2026
WNY Asset Management, LLC History No change 62,540 6,141 0.55% 0.55% 165 0 0.0% Q2 2026 Aug 17, 2026
Fiduciary Group, LLC History No change 61,475 6,036 0.47% 0.47% 166 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 60,585 5,949 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 11, 2026
Investment Advisory Group, LLC History No change 60,410 5,932 1.29% 1.29% 168 0 0.0% Q2 2026 Aug 06, 2026
High Net Worth Advisory Group LLC History No change 58,314 5,726 1.22% 1.22% 169 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 57,898 5,687 0.18% 0.18% 170 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 57,125 5,609 0.28% 0.28% 171 0 0.0% Q2 2026 Jul 10, 2026
CSM Advisors, LLC History No change 56,736 5,571 0.12% 0.12% 172 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 56,001 5,499 0.88% 0.88% 173 0 0.0% Q2 2026 Jul 24, 2026
MANNING & NAPIER ADVISORS LLC History No change 54,270 5,331 0.07% 0.07% 174 0 0.0% Q2 2026 Aug 13, 2026
Note Advisors, LLC History No change 54,128 5,315 2.31% 2.31% 175 0 0.0% Q2 2026 Aug 14, 2026
John A. Wolfe & Associates, Inc. History No change 53,958 5,298 7.3% 7.3% 176 0 0.0% Q2 2026 Jul 29, 2026
Gross & Hartman Investments LLC History No change 53,822 5,285 2.33% 2.33% 177 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 53,571 5,260 0.11% 0.11% 178 0 0.0% Q2 2026 Jul 17, 2026
Mission Hills Financial Advisory, LLC History No change 52,630 5,168 2.27% 2.27% 179 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History No change 52,124 5,118 0.07% 0.07% 180 0 0.0% Q2 2026 Jul 08, 2026
TORONTO DOMINION BANK History No change 51,877 5,089 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 50,223 4,931 0.14% 0.14% 182 0 0.0% Q2 2026 Jul 30, 2026
Duncan Williams Asset Management, LLC History No change 50,039 4,913 1.11% 1.11% 183 0 0.0% Q2 2026 Jul 22, 2026
Investors Research Corp History No change 49,931 4,903 0.88% 0.88% 184 0 0.0% Q2 2026 Jul 10, 2026
Quantinno Capital Management LP History No change 49,782 4,888 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 47,650 4,681 0.13% 0.13% 186 0 0.0% Q2 2026 Aug 07, 2026
Strategic Blueprint, LLC History No change 47,678 4,681 0.23% 0.23% 187 0 0.0% Q2 2026 Jul 23, 2026
Valmark Advisers, Inc. History No change 47,599 4,674 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 06, 2026
Linscomb Wealth, Inc. History No change 46,553 4,571 0.2% 0.2% 189 0 0.0% Q2 2026 Jul 31, 2026
COWA, LLC History No change 46,248 4,541 1.14% 1.14% 190 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 45,974 4,514 0.02% 0.02% 191 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 45,420 4,460 0.26% 0.26% 192 0 0.0% Q2 2026 Aug 10, 2026
5T Wealth, LLC History No change 45,285 4,447 1.66% 1.66% 193 0 0.0% Q2 2026 Jul 21, 2026
Northwest & Ethical Investments L.P. History No change 45,030 4,421 0.1% 0.1% 194 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History No change 44,915 4,410 0.44% 0.44% 195 0 0.0% Q2 2026 Jul 07, 2026
FMR LLC History No change 44,706 4,390 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 44,284 4,348 0.0% 0.0% 197 0 0.0% Q2 2026 Sep 02, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 43,938 4,326 0.44% 0.44% 198 0 0.0% Q2 2026 Sep 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 44,000 4,320 0.2% 0.2% 199 0 0.0% Q2 2026 Jul 28, 2026
Proficio Capital Partners LLC History No change 43,385 4,260 0.15% 0.15% 200 0 0.0% Q2 2026 Aug 14, 2026
Safe Harbor Family Capital, LLC History No change 43,266 4,248 2.84% 2.84% 201 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 41,925 4,216 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 15, 2026
Certified Advisory Corp History No change 41,422 4,067 0.33% 0.33% 203 0 0.0% Q2 2026 Jul 16, 2026
GTS SECURITIES LLC History No change 41,261 4,051 0.09% 0.09% 204 0 0.0% Q2 2026 Aug 14, 2026
Aspire Capital Advisors LLC History No change 41,140 4,039 0.79% 0.79% 205 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 41,046 4,030 0.06% 0.06% 206 0 0.0% Q2 2026 Aug 10, 2026
Montecito Bank & Trust History Added to 39,556 4,000 0.61% 0.58% 207 +300 0.76% Q3 2026 Oct 01, 2026
Sequoia Financial Advisors, LLC History No change 40,284 3,955 0.02% 0.02% 208 0 0.0% Q2 2026 Jul 17, 2026
Ally Invest Advisors Inc. History No change 39,786 3,906 0.24% 0.24% 209 0 0.0% Q2 2026 Aug 13, 2026
Kastel Capital Advisors, LLC History No change 41,178 3,880 2.45% 2.45% 210 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 39,481 3,877 0.03% 0.03% 211 0 0.0% Q2 2026 Sep 08, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 39,192 3,848 0.07% 0.07% 212 0 0.0% Q2 2026 Aug 04, 2026
Decker Retirement Planning Inc. History No change 39,017 3,831 1.3% 1.3% 213 0 0.0% Q2 2026 Jul 16, 2026
HARBOUR INVESTMENTS, INC. History No change 38,601 3,790 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 12, 2026
OMC Financial Services LTD History No change 37,957 3,727 1.23% 1.23% 215 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 37,830 3,714 0.02% 0.02% 216 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 37,169 3,649 0.06% 0.06% 217 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 36,730 3,606 0.42% 0.42% 218 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 36,649 3,598 0.39% 0.39% 219 0 0.0% Q2 2026 Jul 22, 2026
10Elms LLP History No change 35,294 3,489 1.48% 1.48% 220 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 35,442 3,480 1.32% 1.32% 221 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 35,255 3,462 0.21% 0.21% 222 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 35,073 3,444 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Investment Management History No change 35,041 3,441 1.17% 1.17% 224 0 0.0% Q2 2026 Aug 06, 2026
Copia Wealth Management History No change 34,993 3,436 2.06% 2.06% 225 0 0.0% Q2 2026 Aug 17, 2026
Global Retirement Partners, LLC History No change 34,952 3,432 0.05% 0.05% 226 0 0.0% Q2 2026 Aug 06, 2026
KFG WEALTH MANAGEMENT, LLC History No change 34,572 3,394 0.38% 0.38% 227 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 33,834 3,322 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 12, 2026
Richard W. Paul & Associates, LLC History No change 33,727 3,312 1.01% 1.01% 229 0 0.0% Q2 2026 Aug 10, 2026
SAPIENT CAPITAL LLC History No change 33,335 3,273 0.04% 0.04% 230 0 0.0% Q2 2026 Jul 09, 2026
CoreFirst Bank & Trust History No change 33,310 3,271 1.63% 1.63% 231 0 0.0% Q2 2026 Aug 05, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 33,217 3,261 1.69% 1.69% 232 0 0.0% Q2 2026 Jul 23, 2026
My Personal CFO, LLC History No change 33,194 3,259 1.27% 1.27% 233 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 33,026 3,243 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 32,104 3,224 0.39% 0.39% 235 0 0.0% Q2 2026 Aug 12, 2026
Element Wealth, LLC History No change 32,797 3,220 1.21% 1.21% 236 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 32,744 3,215 0.51% 0.51% 237 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 32,598 3,201 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 13, 2026
Roble, Belko & Company, Inc History No change 32,455 3,187 0.34% 0.34% 239 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 31,935 3,136 0.15% 0.15% 240 0 0.0% Q2 2026 Jul 07, 2026
Selby Wealth Management, LLC History No change 31,893 3,131 1.11% 1.11% 241 0 0.0% Q2 2026 Jul 09, 2026
MOTCO History No change 30,985 3,042 0.26% 0.26% 242 0 0.0% Q2 2026 Jul 31, 2026
Pathway Financial Advisers, LLC History No change 30,670 3,011 0.76% 0.76% 243 0 0.0% Q2 2026 Jul 30, 2026
Access Investment Management LLC History No change 30,237 2,969 0.76% 0.76% 244 0 0.0% Q2 2026 Aug 03, 2026
Modern Wealth Management, LLC History No change 30,154 2,961 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Financial Group, LLC History No change 29,688 2,915 0.92% 0.92% 246 0 0.0% Q3 2026 Oct 06, 2026
Summit Financial, LLC History No change 29,650 2,911 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 12, 2026
Asset One Wealth Management LLC History No change 28,494 2,889 0.3% 0.3% 248 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 29,333 2,880 0.0% 0.0% 249 0 0.0% Q2 2026 Sep 02, 2026
NWF Advisory Services Inc. History No change 29,200 2,867 0.27% 0.27% 250 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 28,904 2,838 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 05, 2026
BG Investment Services, LLC History No change 28,687 2,817 2.03% 2.03% 252 0 0.0% Q2 2026 Aug 05, 2026
Interchange Capital Partners, LLC History No change 28,653 2,813 0.53% 0.53% 253 0 0.0% Q2 2026 Jul 20, 2026
TPG Advisors LLC History No change 28,577 2,806 1.54% 1.54% 254 0 0.0% Q2 2026 Jul 29, 2026
Venturi Wealth Management, LLC History No change 28,323 2,781 0.11% 0.11% 255 0 0.0% Q2 2026 Jul 20, 2026
GOLDMAN SACHS GROUP INC History No change 28,251 2,774 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 28,038 2,753 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 27,849 2,735 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 20, 2026
AMG Asset Management Group, Inc. History No change 27,778 2,727 1.71% 1.71% 259 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 27,757 2,725 0.02% 0.02% 260 0 0.0% Q2 2026 Jul 24, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 27,646 2,714 0.68% 0.68% 261 0 0.0% Q2 2026 Jul 24, 2026
Milestone Asset Management Group, LLC History No change 27,301 2,680 1.35% 1.35% 262 0 0.0% Q2 2026 Jul 30, 2026
Asset Dedication, LLC History No change 27,218 2,672 0.17% 0.17% 263 0 0.0% Q2 2026 Jul 30, 2026
Lido Advisors, LLC History No change 26,649 2,617 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 26,493 2,601 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 13, 2026
Englebert Financial Advisers, LLC History No change 26,448 2,597 2.56% 2.56% 266 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 26,424 2,594 0.05% 0.05% 267 0 0.0% Q2 2026 Jul 20, 2026
Sara-Bay Financial History No change 26,356 2,588 0.69% 0.69% 268 0 0.0% Q2 2026 Jul 17, 2026
Saxony Capital Management, LLC History No change 26,051 2,558 1.17% 1.17% 269 0 0.0% Q2 2026 Jul 15, 2026
Entruity Wealth, LLC History No change 25,852 2,538 1.64% 1.64% 270 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 25,750 2,528 0.19% 0.19% 271 0 0.0% Q2 2026 Sep 15, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 25,040 2,458 0.23% 0.23% 272 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 24,435 2,399 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 24,427 2,398 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 24,400 2,396 0.39% 0.39% 275 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 24,398 2,395 0.19% 0.19% 276 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 24,380 2,394 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 24,080 2,364 0.07% 0.07% 278 0 0.0% Q2 2026 Aug 05, 2026
Crews Bank & Trust History No change 23,956 2,352 0.31% 0.31% 279 0 0.0% Q2 2026 Jul 16, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 23,941 2,351 0.58% 0.58% 280 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 23,734 2,330 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 10, 2026
BigSur Wealth Management LLC History No change 23,630 2,320 0.56% 0.56% 282 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 23,273 2,285 0.11% 0.11% 283 0 0.0% Q2 2026 Jul 23, 2026
MBA Advisors LLC History No change 23,024 2,260 0.76% 0.76% 284 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 22,744 2,233 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 11, 2026
Ascent Advisors, LLC History No change 22,783 2,228 2.57% 2.57% 286 0 0.0% Q2 2026 Aug 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 22,571 2,216 0.49% 0.49% 287 0 0.0% Q2 2026 Jul 07, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 22,506 2,210 0.06% 0.06% 288 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Management, LLC History No change 22,453 2,204 0.07% 0.07% 289 0 0.0% Q2 2026 Aug 05, 2026
Rosenberg Matthew Hamilton History Reduced 21,656 2,190 0.39% 0.41% 290 -560 -2.52% Q3 2026 Oct 05, 2026
Caprock Group, LLC History No change 22,205 2,180 0.04% 0.04% 291 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 22,025 2,159 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
one8zero8, LLC History No change 21,988 2,159 0.43% 0.43% 293 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 21,970 2,157 1.38% 1.38% 294 0 0.0% Q2 2026 Aug 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 21,885 2,149 0.41% 0.41% 295 0 0.0% Q2 2026 Aug 06, 2026
Ankerstar Wealth, LLC History No change 21,736 2,134 1.79% 1.79% 296 0 0.0% Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History No change 21,357 2,097 0.19% 0.19% 297 0 0.0% Q2 2026 Jul 16, 2026
COZAD ASSET MANAGEMENT INC History No change 21,243 2,086 0.13% 0.13% 298 0 0.0% Q2 2026 Aug 14, 2026
Verity Asset Management, Inc. History No change 20,976 2,059 0.78% 0.78% 299 0 0.0% Q2 2026 Aug 13, 2026
CEERA INVESTMENTS, LLC History No change 20,915 2,053 0.87% 0.87% 300 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 20,865 2,048 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 20,850 2,047 0.09% 0.09% 302 0 0.0% Q2 2026 Jul 23, 2026
Kuhn & Co Investment Counsel History No change 20,840 2,046 1.18% 1.18% 303 0 0.0% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History No change 20,830 2,045 0.05% 0.05% 304 0 0.0% Q2 2026 Aug 04, 2026
Rockingstone Advisors LLC History No change 20,825 2,045 0.82% 0.82% 305 0 0.0% Q2 2026 Jul 13, 2026
Mutual Advisors, LLC History No change 20,562 2,019 0.04% 0.04% 306 0 0.0% Q2 2026 Aug 14, 2026
Monetary Solutions, Ltd History No change 20,510 2,014 1.73% 1.73% 307 0 0.0% Q2 2026 Jul 23, 2026
Daiichi Life Insurance Co., Ltd. History No change 20,135 1,977 0.05% 0.05% 308 0 0.0% Q2 2026 Aug 12, 2026
Tandem Investment Partners LLC History No change 20,134 1,977 1.52% 1.52% 309 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 19,781 1,942 0.07% 0.07% 310 0 0.0% Q2 2026 Jul 22, 2026
INTEGRITY ALLIANCE, LLC. History No change 19,501 1,915 0.06% 0.06% 311 0 0.0% Q2 2026 Jul 31, 2026
Glass Jacobson Investment Advisors llc History No change 19,470 1,911 0.6% 0.6% 312 0 0.0% Q2 2026 Jul 30, 2026
LANARK FINANCIAL, INC. History No change 19,390 1,904 0.13% 0.13% 313 0 0.0% Q2 2026 Jul 21, 2026
Tempus Wealth Planning, LLC History No change 19,376 1,902 0.37% 0.37% 314 0 0.0% Q2 2026 Jul 22, 2026
Forest Hill Capital, LLC History No change 19,200 1,885 1.45% 1.45% 315 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 19,160 1,881 0.14% 0.14% 316 0 0.0% Q2 2026 Jul 06, 2026
Western Wealth Management, LLC History No change 19,125 1,878 0.06% 0.06% 317 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 19,042 1,869 0.05% 0.05% 318 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 18,866 1,852 0.15% 0.15% 319 0 0.0% Q2 2026 Jul 28, 2026
ALPS ADVISORS INC History No change 18,860 1,852 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 29, 2026
TBH Global Asset Management, LLC History No change 18,736 1,839 0.34% 0.34% 321 0 0.0% Q2 2026 Aug 05, 2026
Oxinas Partners, LLC History No change 18,726 1,838 0.72% 0.72% 322 0 0.0% Q2 2026 Jul 14, 2026
PKS Advisory Services, LLC History No change 18,668 1,833 0.29% 0.29% 323 0 0.0% Q2 2026 Aug 04, 2026
Prime Capital Investment Advisors, LLC History No change 18,662 1,832 0.02% 0.02% 324 0 0.0% Q2 2026 Aug 05, 2026
FLC Capital Advisors History No change 18,460 1,812 0.29% 0.29% 325 0 0.0% Q2 2026 Jul 20, 2026
Slocum, Gordon & Co LLP History No change 18,415 1,808 1.2% 1.2% 326 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Financial Services LLC History No change 18,218 1,789 0.09% 0.09% 327 0 0.0% Q2 2026 Aug 11, 2026
Nikulski Financial, Inc. History No change 18,105 1,777 0.38% 0.38% 328 0 0.0% Q2 2026 Jul 28, 2026
Advus Financial Partners, LLC History No change 18,019 1,769 0.5% 0.5% 329 0 0.0% Q2 2026 Oct 02, 2026
World Investment Advisors History No change 18,602 1,761 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History No change 17,667 1,734 0.07% 0.07% 331 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 17,638 1,732 0.02% 0.02% 332 0 0.0% Q2 2026 Aug 04, 2026
Garton & Associates Financial Advisors LLC History No change 17,630 1,731 3.91% 3.91% 333 0 0.0% Q2 2026 Aug 11, 2026
Resolute Advisors LLC History No change 17,535 1,721 0.41% 0.41% 334 0 0.0% Q2 2026 Aug 14, 2026
Bravias Capital Group, LLC History No change 17,424 1,711 1.02% 1.02% 335 0 0.0% Q2 2026 Jul 30, 2026
NOVEM GROUP History No change 17,395 1,708 0.17% 0.17% 336 0 0.0% Q2 2026 Jul 21, 2026
Cascade Wealth Advisors, Inc History No change 15,965 1,677 0.67% 0.67% 337 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 17,040 1,673 0.05% 0.05% 338 0 0.0% Q2 2026 Jul 15, 2026
Ascent Group, LLC History No change 16,854 1,655 0.05% 0.05% 339 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History No change 16,692 1,639 0.03% 0.03% 340 0 0.0% Q2 2026 Aug 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 16,497 1,620 0.02% 0.02% 341 0 0.0% Q2 2026 Jul 16, 2026
BlackRock, Inc. History No change 16,384 1,608 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 16,354 1,606 0.02% 0.02% 343 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 16,345 1,605 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 16,338 1,604 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 14, 2026
Principle Wealth Partners LLC History No change 16,145 1,585 0.08% 0.08% 346 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 16,083 1,579 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 15,958 1,567 0.2% 0.2% 348 0 0.0% Q2 2026 Aug 14, 2026
First Citizens Asset Management, Inc. History No change 15,870 1,558 0.5% 0.5% 349 0 0.0% Q2 2026 Jul 17, 2026
BRIGHTON SECURITIES CORP. History No change 15,829 1,554 0.67% 0.67% 350 0 0.0% Q2 2026 Jul 07, 2026
Prospera Financial Services Inc History No change 15,735 1,546 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 15, 2026
SURIENCE PRIVATE WEALTH LLC History No change 15,705 1,542 1.36% 1.36% 352 0 0.0% Q2 2026 Jul 24, 2026
Squarepoint Ops LLC History No change 15,702 1,541 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 15,170 1,489 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 15,121 1,484 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 15,100 1,482 0.8% 0.8% 356 0 0.0% Q2 2026 Aug 11, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 14,304 1,481 0.79% 0.79% 357 0 0.0% Q2 2026 Aug 07, 2026
Formidable Asset Management, LLC History No change 15,616 1,471 0.23% 0.23% 358 0 0.0% Q2 2026 Jul 17, 2026
Concurrent Investment Advisors, LLC History No change 14,941 1,467 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History No change 14,546 1,454 0.02% 0.02% 360 0 0.0% Q2 2026 Jul 08, 2026
CIBC Bancorp USA Inc. History No change 14,765 1,449 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 14,538 1,427 0.24% 0.24% 362 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 14,386 1,412 0.07% 0.07% 363 0 0.0% Q2 2026 Jul 16, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 14,314 1,405 0.28% 0.28% 364 0 0.0% Q2 2026 Jul 17, 2026
Creekside Partners History No change 14,283 1,402 0.51% 0.51% 365 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 14,214 1,395 0.03% 0.03% 366 0 0.0% Q2 2026 Aug 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 14,197 1,394 0.45% 0.45% 367 0 0.0% Q2 2026 Jul 17, 2026
SIMON QUICK ADVISORS, LLC History No change 14,125 1,387 0.06% 0.06% 368 0 0.0% Q2 2026 Jul 28, 2026
SpringVest Wealth Management LLC History No change 13,969 1,371 0.86% 0.86% 369 0 0.0% Q2 2026 Jul 22, 2026
Roehl & Yi Investment Advisors, LLC History No change 13,790 1,354 0.45% 0.45% 370 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 13,729 1,348 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 06, 2026
Bath Savings Trust Co History No change 13,719 1,347 0.14% 0.14% 372 0 0.0% Q2 2026 Jul 09, 2026
CoreCap Advisors, LLC History No change 13,650 1,340 0.04% 0.04% 373 0 0.0% Q2 2026 Jul 06, 2026
Harvest Investment Services, LLC History No change 13,582 1,333 0.21% 0.21% 374 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisors of Iowa, LLC History No change 13,554 1,330 0.36% 0.36% 375 0 0.0% Q2 2026 Jul 30, 2026
Harbor Asset Planning, Inc. History No change 13,367 1,312 0.99% 0.99% 376 0 0.0% Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 13,252 1,301 0.05% 0.05% 377 0 0.0% Q2 2026 Jul 27, 2026
MN Wealth Advisors, LLC History No change 13,070 1,283 0.55% 0.55% 378 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 12,965 1,273 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 12,933 1,270 0.16% 0.16% 380 0 0.0% Q2 2026 Aug 12, 2026
McNamara Financial Services, Inc. History No change 12,884 1,265 0.22% 0.22% 381 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 12,879 1,264 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 12,166 1,262 0.07% 0.07% 383 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 12,817 1,258 0.04% 0.04% 384 0 0.0% Q2 2026 Jul 31, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 12,808 1,257 2.35% 2.35% 385 0 0.0% Q2 2026 Aug 10, 2026
Moors & Cabot, Inc. History No change 12,797 1,256 0.05% 0.05% 386 0 0.0% Q2 2026 Aug 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 12,388 1,252 0.26% 0.25% 387 +150 1.23% Q3 2026 Oct 05, 2026
SigFig Wealth Management, LLC History No change 12,724 1,250 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 07, 2026
GSG Advisors LLC History No change 12,737 1,250 0.28% 0.28% 389 0 0.0% Q2 2026 Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 12,654 1,242 0.38% 0.38% 390 0 0.0% Q2 2026 Jul 29, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 12,524 1,229 0.16% 0.16% 391 0 0.0% Q2 2026 Jul 20, 2026
Town Capital LLC History No change 12,507 1,228 0.78% 0.78% 392 0 0.0% Q2 2026 Jul 27, 2026
Freestone Capital Holdings, LLC History No change 12,358 1,213 0.03% 0.03% 393 0 0.0% Q2 2026 Jul 31, 2026
PINNACLE ASSOCIATES LTD History No change 12,241 1,202 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Advisor Solutions, LLC History No change 12,105 1,188 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 12,050 1,187 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 10, 2026
New Republic Capital, LLC History No change 12,027 1,181 0.27% 0.27% 397 0 0.0% Q2 2026 Jul 31, 2026
American National Bank of Texas History No change 11,975 1,175 1.07% 1.07% 398 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 11,806 1,159 0.05% 0.05% 399 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Financial Planning Group, LLC History No change 11,772 1,156 0.37% 0.37% 400 0 0.0% Q2 2026 Jul 31, 2026
FAGAN ASSOCIATES, INC. History No change 11,671 1,146 0.14% 0.14% 401 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 11,669 1,145 0.04% 0.04% 402 0 0.0% Q2 2026 Jul 24, 2026
CNB Bank History No change 11,555 1,134 0.44% 0.44% 403 0 0.0% Q2 2026 Aug 06, 2026
Robertson Stephens Wealth Management, LLC History No change 11,516 1,130 0.03% 0.03% 404 0 0.0% Q2 2026 Jul 29, 2026
Avidian Wealth Enterprises, LLC History No change 11,500 1,129 0.03% 0.03% 405 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 11,477 1,127 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 17, 2026
Wealthspire Retirement, LLC History No change 11,442 1,123 0.06% 0.06% 407 0 0.0% Q2 2026 Aug 12, 2026
Roof Eidam Maycock Peralta, LLC History No change 11,392 1,118 0.22% 0.22% 408 0 0.0% Q2 2026 Jul 24, 2026
Align Financial, LLC History No change 11,326 1,112 0.55% 0.55% 409 0 0.0% Q2 2026 Jul 27, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 11,231 1,102 0.44% 0.44% 410 0 0.0% Q2 2026 Jul 24, 2026
IHT Wealth Management, LLC History No change 11,201 1,099 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 11,173 1,097 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 03, 2026
StrongBox Wealth, LLC History No change 11,154 1,095 0.31% 0.31% 413 0 0.0% Q2 2026 Jul 23, 2026
Cottage Street Advisors LLC History No change 11,052 1,085 0.42% 0.42% 414 0 0.0% Q2 2026 Jul 20, 2026
Harpswell Capital Advisors, LLC History No change 11,000 1,080 0.69% 0.69% 415 0 0.0% Q2 2026 Aug 05, 2026
Barnes Wealth Management Group, Inc History No change 10,926 1,072 0.5% 0.5% 416 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 10,853 1,065 0.02% 0.02% 417 0 0.0% Q2 2026 Jul 29, 2026
Composition Wealth, LLC History No change 10,592 1,040 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 22, 2026
CAMDEN NATIONAL BANK History No change 10,554 1,036 0.13% 0.13% 419 0 0.0% Q2 2026 Jul 31, 2026
Tudor Financial Inc. History No change 10,481 1,029 0.46% 0.46% 420 0 0.0% Q2 2026 Aug 10, 2026
Old Mission Investment Co LLC History No change 10,445 1,025 0.21% 0.21% 421 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 10,393 1,020 0.25% 0.25% 422 0 0.0% Q2 2026 Jul 21, 2026
Pasadena Private Wealth, LLC History No change 10,317 1,013 0.13% 0.13% 423 0 0.0% Q2 2026 Aug 10, 2026
Mascagni Wealth Management, Inc. History No change 10,301 1,011 0.63% 0.63% 424 0 0.0% Q2 2026 Jul 31, 2026
Apollon Financial, LLC History No change 10,288 1,010 0.12% 0.12% 425 0 0.0% Q2 2026 Jul 22, 2026
CVA Family Office, LLC History No change 10,281 1,009 0.09% 0.09% 426 0 0.0% Q2 2026 Aug 07, 2026
Vickerman Investment Advisors, Inc. History No change 10,235 1,005 0.2% 0.2% 427 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 10,001 982 0.05% 0.05% 428 0 0.0% Q2 2026 Jul 29, 2026
STAR Financial Bank History No change 9,990 981 0.4% 0.4% 429 0 0.0% Q2 2026 Aug 07, 2026
Meridian Financial Advisors, LLC History No change 9,985 980 0.47% 0.47% 430 0 0.0% Q2 2026 Jul 22, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 9,834 965 0.22% 0.22% 431 0 0.0% Q2 2026 Jul 22, 2026
Sage Capital Advisors,llc History No change 9,788 961 0.2% 0.2% 432 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisory Services, LLC History No change 9,770 959 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 23, 2026
HF Advisory Group, LLC History No change 9,751 957 0.3% 0.3% 434 0 0.0% Q2 2026 Jul 08, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 9,725 954 0.08% 0.08% 435 0 0.0% Q2 2026 Aug 05, 2026
GC Wealth Management RIA, LLC History No change 9,397 922 0.05% 0.05% 436 0 0.0% Q2 2026 Jul 16, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 9,104 920 0.59% 0.57% 437 -512 -5.32% Q3 2026 Oct 07, 2026
WESPAC Advisors, LLC History No change 9,351 918 0.45% 0.45% 438 0 0.0% Q2 2026 Aug 10, 2026
Oasis Advisors, LLC History No change 9,357 918 0.6% 0.6% 439 0 0.0% Q2 2026 Jul 30, 2026
Busey Bank History No change 9,334 916 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 13, 2026
Thrive Capital Management, LLC History No change 9,190 902 0.17% 0.17% 441 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 9,174 900 0.1% 0.1% 442 0 0.0% Q2 2026 Jul 10, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 9,175 900 0.43% 0.43% 443 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,105 894 0.01% 0.01% 444 0 0.0% Q2 2026 Jul 23, 2026
OpenArc Corporate Advisory, LLC History No change 9,090 892 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 05, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 9,003 884 0.12% 0.12% 446 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 8,998 883 0.03% 0.03% 447 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 8,972 881 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 8,967 880 0.05% 0.05% 449 0 0.0% Q2 2026 Aug 13, 2026
Infinity Wealth Counsel, LLC History No change 8,929 876 0.71% 0.71% 450 0 0.0% Q2 2026 Jul 09, 2026
TMB Capital Partners, LLC History No change 8,892 873 0.27% 0.27% 451 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 8,889 872 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 8,816 865 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 04, 2026
MONECO ADVISORS, LLC History No change 8,795 863 0.05% 0.05% 454 0 0.0% Q2 2026 Aug 11, 2026
CAPE ANN SAVINGS BANK History No change 8,766 860 0.4% 0.4% 455 0 0.0% Q2 2026 Aug 04, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 8,757 860 0.23% 0.23% 456 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 8,734 857 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 14, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 8,721 856 0.13% 0.13% 458 0 0.0% Q2 2026 Aug 13, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 8,650 849 0.38% 0.38% 459 0 0.0% Q2 2026 Aug 17, 2026
FIRST MANHATTAN CO. LLC. History No change 8,640 848 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,612 845 0.02% 0.02% 461 0 0.0% Q2 2026 Jul 31, 2026
ARQ WEALTH ADVISORS, LLC History No change 8,270 843 0.1% 0.1% 462 0 0.0% Q2 2026 Jul 24, 2026
Apollon Wealth Management, LLC History No change 8,463 831 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 22, 2026
HighPoint Advisor Group LLC History No change 8,374 822 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 05, 2026
Aspen Wealth Strategies, LLC History No change 8,320 817 0.4% 0.4% 465 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 8,287 813 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 28, 2026
PACIFIC FINANCIAL GROUP INC History No change 8,257 810 0.39% 0.39% 467 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Group, LLC History No change 8,211 806 0.16% 0.16% 468 0 0.0% Q2 2026 Aug 04, 2026
Keudell/Morrison Wealth Management History No change 8,152 800 0.15% 0.15% 469 0 0.0% Q2 2026 Jul 15, 2026
Fiduciary Alliance LLC History No change 8,144 799 0.05% 0.05% 470 0 0.0% Q2 2026 Jul 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,024 787 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 7,938 779 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 7,866 772 0.05% 0.05% 473 0 0.0% Q2 2026 Aug 05, 2026
Cascades Capital Asset Management, LLC History No change 7,805 766 0.28% 0.28% 474 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 7,776 763 0.04% 0.04% 475 0 0.0% Q2 2026 Jul 28, 2026
XML Financial, LLC History No change 7,750 761 0.06% 0.06% 476 0 0.0% Q2 2026 Jul 24, 2026
Sageworth Trust Co History No change 7,657 751 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 28, 2026
Haven Private, LLC History No change 7,650 751 0.29% 0.29% 478 0 0.0% Q2 2026 Jul 28, 2026
Fonville Wealth Management LLC History No change 7,628 749 0.12% 0.12% 479 0 0.0% Q2 2026 Jul 28, 2026
WEBSTER BANK, N. A. History No change 7,566 742 0.06% 0.06% 480 0 0.0% Q2 2026 Jul 20, 2026
Legacy Private Trust Co. History No change 7,330 741 0.04% 0.04% 481 0 0.0% Q3 2026 Oct 06, 2026
Capital Advisors, Ltd. LLC History No change 7,544 741 0.07% 0.07% 482 0 0.0% Q2 2026 Jul 16, 2026
Mesirow Financial Investment Management, Inc. History No change 7,516 738 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 22, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 7,510 737 0.21% 0.21% 484 0 0.0% Q2 2026 Aug 12, 2026
SAX WEALTH ADVISORS, LLC History No change 7,718 727 0.03% 0.03% 485 0 0.0% Q2 2026 Jul 09, 2026
Fortis Capital Advisors, LLC History No change 7,392 725 0.08% 0.08% 486 0 0.0% Q2 2026 Jul 31, 2026
Alchemi Wealth, LLC History No change 7,371 723 0.34% 0.34% 487 0 0.0% Q2 2026 Jul 29, 2026
Ancora Advisors LLC History No change 7,331 719 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 14, 2026
Schiavi & Co LLC History No change 16,935 717 0.19% 0.19% 489 0 0.0% Q2 2026 Aug 10, 2026
Wilkins Miller Wealth Management, LLC History No change 7,308 717 0.39% 0.39% 490 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Advisors, LLC History No change 7,279 714 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 06, 2026
Sovereign Financial Group, Inc. History No change 7,275 714 0.11% 0.11% 492 0 0.0% Q2 2026 Jul 24, 2026
Meadowbrook Advisors Group, LLC History No change 7,275 714 0.38% 0.38% 493 0 0.0% Q2 2026 Aug 07, 2026
BIP Wealth, LLC History No change 7,235 710 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 7,317 703 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 10, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 7,148 701 0.14% 0.14% 496 0 0.0% Q2 2026 Jul 08, 2026
Capital Analysts, LLC History No change 7,063 694 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 05, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 7,048 692 0.17% 0.17% 498 0 0.0% Q2 2026 Jul 21, 2026
Financial Insights, Inc. History No change 7,008 688 0.18% 0.18% 499 0 0.0% Q2 2026 Aug 25, 2026
Savvy Advisors, Inc. History No change 6,905 678 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 03, 2026
ARWA LLC History No change 6,708 678 0.28% 0.28% 501 0 0.0% Q2 2026 Jul 24, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,873 674 0.1% 0.1% 502 0 0.0% Q2 2026 Jul 21, 2026
Essex Bank History No change 6,854 673 0.15% 0.15% 503 0 0.0% Q2 2026 Jul 23, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 6,859 673 0.27% 0.27% 504 0 0.0% Q2 2026 Aug 04, 2026
Disciplined Investors, L.L.C. History No change 6,796 667 0.33% 0.33% 505 0 0.0% Q2 2026 Aug 11, 2026
TRED AVON FAMILY WEALTH, LLC History No change 6,706 658 0.2% 0.2% 506 0 0.0% Q2 2026 Aug 10, 2026
Factor Wealth Management LTD History No change 6,695 657 0.1% 0.1% 507 0 0.0% Q2 2026 Jul 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 6,665 654 0.04% 0.04% 508 0 0.0% Q2 2026 Jul 15, 2026
Wealth Dimensions Group, Ltd. History No change 6,647 652 0.12% 0.12% 509 0 0.0% Q2 2026 Jul 22, 2026
Cascade Financial Partners, LLC History No change 6,628 650 0.06% 0.06% 510 0 0.0% Q2 2026 Aug 04, 2026
Berkeley Capital Partners, LLC History No change 6,569 645 0.13% 0.13% 511 0 0.0% Q2 2026 Aug 06, 2026
CURA WEALTH ADVISORS, LLC History No change 6,450 633 0.27% 0.27% 512 0 0.0% Q2 2026 Aug 06, 2026
DMKC Advisory Services, LLC History No change 6,397 628 0.12% 0.12% 513 0 0.0% Q2 2026 Jul 07, 2026
Bell Bank History No change 6,376 626 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 15, 2026
Hyundai Investments Co., Ltd. History No change 6,380 626 0.68% 0.68% 515 0 0.0% Q2 2026 Aug 14, 2026
17 CAPITAL PARTNERS, LLC History No change 6,374 625 0.28% 0.28% 516 0 0.0% Q2 2026 Aug 06, 2026
Friday Financial History No change 6,156 615 0.16% 0.16% 517 0 0.0% Q2 2026 Jul 09, 2026
AlphaCore Capital LLC History No change 6,203 609 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 06, 2026
Beacon Financial Advisory LLC History No change 6,172 606 0.12% 0.12% 519 0 0.0% Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History No change 6,138 602 0.02% 0.02% 520 0 0.0% Q2 2026 Aug 13, 2026
Revisor Wealth Management LLC History No change 6,068 595 0.14% 0.14% 521 0 0.0% Q2 2026 Jul 21, 2026
Bank of New York Mellon Corp History No change 6,042 593 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 06, 2026
Luminvest Wealth Management LLC History No change 5,832 572 0.13% 0.13% 523 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,821 571 0.04% 0.04% 524 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 5,798 569 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 5,756 565 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,740 563 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 5,714 561 0.04% 0.04% 528 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,700 559 0.12% 0.12% 529 0 0.0% Q2 2026 Aug 05, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 5,690 558 0.14% 0.14% 530 0 0.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History No change 5,663 556 0.09% 0.09% 531 0 0.0% Q2 2026 Aug 06, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 5,491 555 0.17% 0.0% 532 +5,338 3488.89% Q3 2026 Oct 01, 2026
WESTBOURNE INVESTMENTS, INC. History No change 5,635 553 0.23% 0.23% 533 0 0.0% Q2 2026 Aug 11, 2026
Pegasus Asset Management, Inc. History No change 5,612 551 0.16% 0.16% 534 0 0.0% Q2 2026 Aug 05, 2026
Heritage Wealth Management, Inc. History No change 5,600 549 0.14% 0.14% 535 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 5,349 546 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,349 546 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 29, 2026
City State Bank History No change 5,500 540 0.12% 0.12% 538 0 0.0% Q2 2026 Jul 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 5,497 539 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 5,470 537 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 5,419 532 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 20, 2026
StoneX Group Inc. History No change 5,412 531 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 5,397 530 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 5,405 530 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 04, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 5,397 529 1.19% 1.19% 545 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON-ALTUS USA INC. History No change 5,570 524 0.37% 0.37% 546 0 0.0% Q2 2026 Sep 17, 2026
TRUE Private Wealth Advisors History No change 5,312 521 0.04% 0.04% 547 0 0.0% Q2 2026 Jul 23, 2026
Kohmann Bosshard Financial Services, LLC History No change 5,294 519 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,267 517 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 24, 2026
Accurate Wealth Management, LLC History No change 5,137 516 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 14, 2026
Lantern Wealth Advisors, LLC History No change 5,264 516 0.24% 0.24% 551 0 0.0% Q2 2026 Jul 28, 2026
Arlington Trust Co LLC History No change 5,261 516 0.04% 0.04% 552 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 5,224 513 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,206 511 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,169 507 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 10, 2026
Integris Wealth Management, LLC History No change 5,145 505 0.1% 0.1% 556 0 0.0% Q2 2026 Jul 10, 2026
RDA Financial Network History No change 5,151 505 0.11% 0.11% 557 0 0.0% Q2 2026 Jul 06, 2026
SeaCrest Wealth Management, LLC History No change 5,099 500 0.06% 0.06% 558 0 0.0% Q2 2026 Jul 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 5,120 500 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 22, 2026
Balboa Wealth Partners History No change 5,083 499 0.07% 0.07% 560 0 0.0% Q2 2026 Aug 10, 2026
DOVER ADVISORS, LLC History No change 5,542 498 0.2% 0.2% 561 0 0.0% Q2 2026 Aug 07, 2026
Mattern Wealth Management LLC History No change 5,000 491 0.08% 0.08% 562 0 0.0% Q2 2026 Jul 23, 2026
Plan Group Financial, LLC History No change 5,002 491 0.1% 0.1% 563 0 0.0% Q2 2026 Aug 03, 2026
Level Wealth Management LLC History No change 4,999 490 0.2% 0.2% 564 0 0.0% Q2 2026 Jul 28, 2026
Ipsen Advisor Group LLC History No change 4,890 480 0.31% 0.31% 565 0 0.0% Q2 2026 Jul 29, 2026
Opal Wealth Advisors, LLC History No change 4,841 475 0.1% 0.1% 566 0 0.0% Q2 2026 Jul 20, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 4,834 474 0.11% 0.11% 567 0 0.0% Q2 2026 Jul 15, 2026
Newport Capital Group, LLC History No change 4,807 472 0.26% 0.26% 568 0 0.0% Q2 2026 Jul 21, 2026
Collaborative Wealth Managment Inc. History No change 4,812 472 0.2% 0.2% 569 0 0.0% Q2 2026 Aug 05, 2026
AMI INVESTMENT MANAGEMENT INC History No change 4,695 461 0.1% 0.1% 570 0 0.0% Q2 2026 Jul 15, 2026
JANE STREET GROUP, LLC History No change 4,700 461 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 4,683 459 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 04, 2026
Aldebaran Financial Inc. History No change 4,600 451 0.37% 0.37% 573 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 4,596 451 0.04% 0.04% 574 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 4,530 444 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 13, 2026
Prosperitas Financial LLC History No change 4,471 439 0.14% 0.14% 576 0 0.0% Q2 2026 Aug 19, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 4,464 438 0.15% 0.15% 577 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 4,451 437 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History Added to 4,317 436 0.26% 0.19% 580 +1,138 35.8% Q3 2026 Oct 06, 2026
Independence Asset Advisors, LLC History No change 4,444 436 0.11% 0.11% 579 0 0.0% Q2 2026 Jul 15, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 4,400 432 0.15% 0.15% 581 0 0.0% Q2 2026 Jul 22, 2026
CARDIFF PARK ADVISORS, LLC History No change 4,312 423 0.03% 0.03% 582 0 0.0% Q2 2026 Aug 14, 2026
COFG Advisors, LLC History No change 4,299 422 0.07% 0.07% 583 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 4,262 418 0.06% 0.06% 584 0 0.0% Q2 2026 Aug 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 4,204 412 0.17% 0.17% 585 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 4,201 412 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 4,190 411 0.02% 0.02% 587 0 0.0% Q2 2026 Jul 23, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,161 408 0.12% 0.12% 588 0 0.0% Q2 2026 Jul 31, 2026
3Chopt Investment Partners, LLC History No change 4,155 408 0.08% 0.08% 589 0 0.0% Q2 2026 Jul 29, 2026
Dorsey & Whitney Trust CO LLC History No change 4,110 403 0.02% 0.02% 590 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 4,080 400 0.04% 0.04% 591 0 0.0% Q2 2026 Aug 05, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 4,070 399 0.1% 0.1% 592 0 0.0% Q2 2026 Aug 10, 2026
Quartz Partners, LLC History No change 4,055 398 0.13% 0.13% 593 0 0.0% Q2 2026 Aug 10, 2026
Texas Capital Bank Wealth Management Services Inc History No change 4,033 396 0.02% 0.02% 594 0 0.0% Q2 2026 Aug 07, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 4,015 394 0.08% 0.08% 595 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 4,000 393 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 14, 2026
FOCUS Wealth Advisors, LLC History No change 4,009 393 0.18% 0.18% 597 0 0.0% Q2 2026 Jul 07, 2026
Vontobel Holding Ltd. History No change 4,000 392 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 03, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,991 391 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 21, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 3,965 389 0.04% 0.04% 600 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Financial Management LLC History No change 3,962 389 0.31% 0.31% 601 0 0.0% Q2 2026 Aug 28, 2026
NewEdge Wealth, LLC History No change 3,944 387 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 10, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 3,934 386 0.14% 0.14% 603 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD SECURITIES, INC. History No change 3,925 385 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 15, 2026
Perennial Advisors, LLC History No change 3,879 380 0.06% 0.06% 605 0 0.0% Q2 2026 Jul 13, 2026
Waterway Wealth Management, LLC History No change 3,850 378 0.08% 0.08% 606 0 0.0% Q2 2026 Jul 13, 2026
Forefront Wealth Partners, LLC History No change 3,830 376 0.12% 0.12% 607 0 0.0% Q2 2026 Aug 20, 2026
Steelhead Wealth Management LLC History No change 3,837 376 0.15% 0.15% 608 0 0.0% Q2 2026 Aug 13, 2026
Estate Counselors, LLC History No change 3,793 372 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 07, 2026
THOMPSON DAVIS & CO., INC. History No change 3,750 368 0.22% 0.22% 610 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ALLIANCE, LLC History No change 3,734 366 0.03% 0.03% 611 0 0.0% Q2 2026 Aug 11, 2026
Baron Wealth Management LLC History No change 3,734 366 0.09% 0.09% 612 0 0.0% Q2 2026 Jul 07, 2026
Wealth Management Associates, Inc. History No change 3,657 359 0.1% 0.1% 613 0 0.0% Q2 2026 Jul 21, 2026
Causey Wealth LLC History No change 3,655 358 0.14% 0.14% 614 0 0.0% Q2 2026 Aug 11, 2026
Allegheny Financial Group History No change 3,636 357 0.04% 0.04% 615 0 0.0% Q2 2026 Jul 22, 2026
GLOBALT Investments LLC / GA History No change 3,605 354 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 10, 2026
Avior Wealth Management, LLC History No change 3,603 353 0.01% 0.01% 617 0 0.0% Q2 2026 Jul 07, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 3,494 352 0.14% 0.14% 618 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 3,537 347 0.29% 0.29% 619 0 0.0% Q2 2026 Aug 03, 2026
Legacy Trust History No change 3,500 343 0.06% 0.06% 620 0 0.0% Q2 2026 Jul 31, 2026
Outbound Financial Inc History No change 3,480 341 0.22% 0.22% 621 0 0.0% Q2 2026 Jul 15, 2026
Platform Technology Partners History No change 3,467 340 0.06% 0.06% 622 0 0.0% Q2 2026 Jul 24, 2026
IRON Financial LLC History No change 3,455 339 0.14% 0.14% 623 0 0.0% Q2 2026 Jul 22, 2026
SWS Partners History No change 3,435 337 0.07% 0.07% 624 0 0.0% Q2 2026 Aug 03, 2026
OakTrust Wealth Advisors, LLC History No change 3,415 335 0.29% 0.29% 625 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 3,395 333 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 07, 2026
RAINIER FAMILY WEALTH INC History No change 3,400 333 0.19% 0.19% 627 0 0.0% Q2 2026 Jul 15, 2026
Koshinski Asset Management, Inc. History No change 3,363 330 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 27, 2026
Avestar Capital, LLC History No change 3,349 328 0.02% 0.02% 629 0 0.0% Q2 2026 Jul 29, 2026
Intentional Wealth Strategies, LLC History No change 3,333 327 0.31% 0.31% 630 0 0.0% Q2 2026 Jul 28, 2026
Accredited Investors Inc. History No change 3,324 326 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 21, 2026
Lewis Asset Management, LLC History No change 3,325 326 0.11% 0.11% 632 0 0.0% Q2 2026 Jul 21, 2026
Mraz, Amerine & Associates, Inc. History No change 3,290 323 0.05% 0.05% 633 0 0.0% Q2 2026 Jul 16, 2026
M Wealth Management, LLC History No change 3,290 323 0.25% 0.25% 634 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 3,276 321 0.09% 0.09% 635 0 0.0% Q2 2026 Jul 23, 2026
STALEY CAPITAL ADVISERS INC History No change 3,200 314 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 3,165 310 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,162 310 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 14, 2026
DOCK STREET ASSET MANAGEMENT INC History No change 3,149 309 0.03% 0.03% 639 0 0.0% Q2 2026 Jul 30, 2026
Porter White Investment Advisors, Inc. History No change 3,138 308 0.12% 0.12% 640 0 0.0% Q2 2026 Jul 16, 2026
Facet Wealth, Inc. History No change 3,129 307 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 3,121 306 0.02% 0.02% 642 0 0.0% Q2 2026 Jul 20, 2026
Rollins Financial Advisors, LLC History No change 3,092 303 0.04% 0.04% 643 0 0.0% Q2 2026 Aug 04, 2026
Empower Advisory Group, LLC History No change 3,095 303 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Advisory Group LLC History No change 3,079 302 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 17, 2026
Wise Wealth Partners History No change 3,050 299 0.51% 0.51% 646 0 0.0% Q2 2026 Jul 28, 2026
TOMPKINS FINANCIAL CORP History No change 2,953 298 0.02% 0.02% 647 0 0.0% Q3 2026 Oct 05, 2026
Florida Trust Wealth Management Co History No change 3,000 294 0.01% 0.01% 648 0 0.0% Q2 2026 Jul 27, 2026
Gutierrez Wealth Advisory, LLC History No change 2,984 293 0.17% 0.17% 649 0 0.0% Q2 2026 Aug 03, 2026
FWG Holdings, LLC History No change 2,873 292 0.1% 0.1% 650 0 0.0% Q2 2026 Aug 13, 2026
SMART Wealth LLC History No change 2,963 291 0.06% 0.06% 651 0 0.0% Q2 2026 Aug 05, 2026
GK Wealth Management LLC History No change 2,958 290 0.15% 0.15% 652 0 0.0% Q2 2026 Jul 07, 2026
Gladstone Institutional Advisory LLC History No change 2,947 289 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 2,946 289 0.02% 0.02% 654 0 0.0% Q2 2026 Jul 09, 2026
Brady Martz Wealth Solutions, LLC History No change 2,914 286 0.04% 0.04% 655 0 0.0% Q2 2026 Jul 23, 2026
apricus wealth, LLC History No change 2,905 285 0.14% 0.14% 656 0 0.0% Q2 2026 Jul 22, 2026
NESTEGG ADVISORS, INC. History No change 2,904 285 0.2% 0.2% 657 0 0.0% Q2 2026 Jul 14, 2026
Abacus Planning Group, Inc. History No change 2,882 283 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 20, 2026
Discipline Wealth Solutions, LLC History No change 2,887 283 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 21, 2026
Yukon Wealth Management, Inc. History No change 2,886 283 0.08% 0.08% 660 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 2,856 280 0.03% 0.03% 661 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History No change 2,845 279 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 07, 2026
Macco Financial Group, Inc. History No change 2,785 273 0.18% 0.18% 663 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Group, LLC History No change 2,750 270 0.02% 0.02% 664 0 0.0% Q2 2026 Jul 27, 2026
Westshore Wealth, LLC History No change 2,747 269 0.08% 0.08% 665 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Capital Group History No change 2,744 269 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 08, 2026
IFG Advisory, LLC History No change 2,731 268 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 2,731 267 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 28, 2026
LiftPoint Family Wealth Advisors LLC History No change 2,729 267 0.18% 0.18% 669 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 2,710 266 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 2,715 266 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 2,691 264 0.04% 0.04% 672 0 0.0% Q2 2026 Jul 15, 2026
Pine Valley Investments Ltd Liability Co History No change 2,690 264 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 24, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,675 262 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 27, 2026
Shepherd Street Advisors LLC History No change 2,574 260 0.23% 0.23% 675 0 0.0% Q2 2026 Jul 24, 2026
Capital Asset Advisory Services LLC History No change 2,647 259 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 14, 2026
JT Stratford LLC History No change 2,641 259 0.03% 0.03% 677 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Trust, LLC History No change 2,644 259 0.23% 0.23% 678 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Private Wealth, LLC History No change 2,632 258 0.16% 0.16% 679 0 0.0% Q2 2026 Aug 11, 2026
INVESTED ADVISORS History No change 2,583 253 0.22% 0.22% 680 0 0.0% Q2 2026 Aug 04, 2026
Brown Miller Wealth Management, LLC History No change 2,574 252 0.06% 0.06% 681 0 0.0% Q2 2026 Jul 16, 2026
Gradient Capital Advisors, LLC History No change 2,558 251 0.06% 0.06% 682 0 0.0% Q2 2026 Jul 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2,554 250 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 27, 2026
Redwood Investment Management, LLC History No change 2,551 250 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 2,554 250 0.04% 0.04% 685 0 0.0% Q2 2026 Aug 10, 2026
DiPaolo Financial Group, Inc. History No change 2,547 250 0.16% 0.16% 686 0 0.0% Q2 2026 Jul 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,543 249 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 10, 2026
IMA Advisory Services, Inc. History No change 2,527 248 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 2,500 247 0.07% 0.07% 689 0 0.0% Q2 2026 Jul 24, 2026
TWO SIGMA SECURITIES, LLC History No change 2,516 247 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 2,525 247 0.06% 0.06% 691 0 0.0% Q2 2026 Aug 06, 2026
White Lighthouse Investment Management Inc. History No change 2,505 246 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 04, 2026
Game Plan Financial Advisors, LLC History No change 2,511 246 0.09% 0.09% 693 0 0.0% Q2 2026 Aug 07, 2026
Hexagon Capital Partners LLC History No change 2,510 246 0.03% 0.03% 694 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 2,513 246 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 20, 2026
Concord Wealth Partners History No change 2,500 245 0.03% 0.03% 696 0 0.0% Q2 2026 Jul 27, 2026
Verdence Capital Advisors LLC History No change 2,480 243 0.01% 0.01% 697 0 0.0% Q2 2026 Jul 29, 2026
Syverson Strege & Co History No change 2,451 240 0.05% 0.05% 698 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 2,400 235 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 09, 2026
J. Safra Sarasin Holding AG History No change 2,396 235 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 31, 2026
WEDBUSH SECURITIES INC History No change 2,370 233 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 28, 2026
Eastover Investment Advisors LLC History Added to 2,297 232 0.09% 0.08% 702 +153 7.14% Q3 2026 Oct 05, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,360 231 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 14, 2026
Riverbend Wealth Management, LLC History No change 2,351 230 0.12% 0.12% 704 0 0.0% Q2 2026 Jul 22, 2026
Per Stirling Capital Management, LLC. History No change 2,335 229 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 2,330 228 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 2,325 228 0.06% 0.06% 707 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 2,330 228 0.12% 0.12% 708 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 2,312 227 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 02, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,295 225 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2,300 225 0.03% 0.03% 711 0 0.0% Q2 2026 Aug 10, 2026
Bill Few Associates, Inc. History No change 2,282 224 0.05% 0.05% 712 0 0.0% Q2 2026 Jul 07, 2026
STOCK YARDS BANK & TRUST CO History No change 2,275 223 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 19, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,280 223 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 28, 2026
WESBANCO BANK INC History No change 2,274 223 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 2,273 223 0.1% 0.1% 716 0 0.0% Q2 2026 Jul 30, 2026
Summit Asset Management, LLC History No change 2,268 222 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 06, 2026
Hardin Capital Partners, LLC History No change 2,262 222 0.1% 0.1% 718 0 0.0% Q2 2026 Jul 07, 2026
Clark Asset Management, LLC History No change 2,266 222 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 07, 2026
Creative Capital Management Investments LLC History No change 2,252 221 0.05% 0.05% 720 0 0.0% Q2 2026 Jul 24, 2026
Mason Investment Advisory Services, Inc. History No change 2,239 219 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Retirement Investments LLC History No change 2,205 216 0.06% 0.06% 722 0 0.0% Q2 2026 Aug 03, 2026
MONEY CONCEPTS CAPITAL CORP History No change 2,187 214 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 04, 2026
United Advisor Group, LLC History No change 2,188 214 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 29, 2026
Sequent Planning LLC History No change 2,188 214 0.05% 0.05% 725 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 2,172 213 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 13, 2026
Elser Financial Planning, Inc History No change 2,176 213 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,165 212 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 2,165 212 0.01% 0.01% 729 0 0.0% Q2 2026 Aug 14, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 2,156 211 0.1% 0.1% 730 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 2,126 208 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 05, 2026
BLVD Private Wealth, LLC History No change 2,125 208 0.15% 0.15% 732 0 0.0% Q2 2026 Jul 23, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 2,110 207 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 24, 2026
Five Pine Wealth Management History No change 2,111 207 0.12% 0.12% 734 0 0.0% Q2 2026 Aug 13, 2026
Southland Equity Partners LLC History No change 2,096 205 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 13, 2026
Bogart Wealth, LLC History No change 2,082 204 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 24, 2026
Opus Financial Solutions LLC History No change 2,078 204 0.16% 0.16% 737 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 2,075 203 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 11, 2026
Bouvel Investment Partners, LLC History No change 2,076 203 0.05% 0.05% 739 0 0.0% Q2 2026 Jul 17, 2026
ProVise Management Group, LLC History No change 2,056 201 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 2,049 201 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 11, 2026
Martel Wealth Advisors LLC History No change 2,048 201 0.03% 0.03% 742 0 0.0% Q2 2026 Jul 13, 2026
Stegent Equity Advisors, Inc. History No change 2,040 200 0.14% 0.14% 743 0 0.0% Q2 2026 Jul 29, 2026
Qube Research & Technologies Ltd History No change 1,926 189 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,932 189 0.11% 0.11% 745 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 1,773 174 0.02% 0.02% 746 0 0.0% Q2 2026 Jul 28, 2026
BFSG, LLC History No change 1,768 173 0.02% 0.02% 747 0 0.0% Q2 2026 Jul 20, 2026
EASTERN BANK History Added to 1,665 168 0.0% 0.0% 748 +1,270 321.52% Q3 2026 Oct 05, 2026
Stone House Investment Management, LLC History No change 1,655 162 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 05, 2026
Downshift Financial, LLC History No change 1,641 161 0.07% 0.07% 750 0 0.0% Q2 2026 Aug 12, 2026
Leo H. Evart, Inc. History No change 1,626 159 0.13% 0.13% 751 0 0.0% Q2 2026 Aug 17, 2026
Plante Moran Financial Advisors, LLC History No change 1,562 153 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 1,494 146 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 11, 2026
ADIRONDACK TRUST CO History No change 1,427 140 0.04% 0.04% 754 0 0.0% Q2 2026 Jul 16, 2026
TFC Financial Management, Inc. History No change 1,351 132 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 1,342 131 0.03% 0.03% 756 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Trust Department History No change 1,340 131 0.03% 0.03% 757 0 0.0% Q2 2026 Jul 28, 2026
HHM Wealth Advisors, LLC History No change 1,323 129 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 13, 2026
Global Trust Asset Management, LLC History No change 1,290 126 0.04% 0.04% 759 0 0.0% Q2 2026 Aug 03, 2026
Atlatl Advisers LLC History No change 1,276 125 0.03% 0.03% 760 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Advisors History No change 1,263 124 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,257 123 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 12, 2026
KERR FINANCIAL PLANNING Corp History No change 1,250 122 0.14% 0.14% 763 0 0.0% Q2 2026 Jul 02, 2026
FRANKLIN RESOURCES INC History No change 1,231 120 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 13, 2026
Nalls Sherbakoff Group, LLC History No change 1,225 120 0.09% 0.09% 765 0 0.0% Q2 2026 Aug 17, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 1,231 120 0.11% 0.11% 766 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 1,183 116 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History No change 1,143 112 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 1,140 111 0.05% 0.05% 769 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 964 96 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 953 93 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 907 89 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 13, 2026
Kentucky Trust Co History No change 900 88 0.04% 0.04% 773 0 0.0% Q2 2026 Jul 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 894 87 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 21, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 854 83 0.03% 0.03% 775 0 0.0% Q2 2026 Jul 16, 2026
Topsail Wealth Management, LLC History No change 842 82 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 814 79 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 806 79 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 772 75 0.04% 0.04% 779 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 771 75 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 22, 2026
WPG Advisers, LLC History No change 754 74 0.04% 0.04% 781 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 708 69 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 28, 2026
Medallion Wealth Advisors, LLC History No change 700 68 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 650 66 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 642 63 0.02% 0.02% 785 0 0.0% Q2 2026 Jul 07, 2026
Rossby Financial, LCC History No change 646 63 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 04, 2026
Napier Financial, LLC History No change 650 63 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 31, 2026
Bay Harbor Wealth Management, LLC History No change 623 61 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 616 60 0.03% 0.03% 789 0 0.0% Q2 2026 Aug 13, 2026
Atomic Invest LLC History No change 618 60 0.01% 0.01% 790 0 0.0% Q2 2026 Sep 25, 2026
Blume Capital Management, Inc. History No change 606 59 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 27, 2026
TSFG, LLC History No change 599 59 0.01% 0.01% 792 0 0.0% Q2 2026 Jul 23, 2026
BAYBAN History No change 608 59 0.05% 0.05% 793 0 0.0% Q2 2026 Jul 30, 2026
Vermillion Wealth Management, Inc. History No change 578 56 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 15, 2026
CENTRAL TRUST Co History No change 561 55 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 31, 2026
Crewe Advisors LLC History No change 569 55 0.0% 0.0% 796 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 533 52 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History Reduced 506 51 0.0% 0.0% 798 -18 -3.44% Q3 2026 Oct 02, 2026
Blue Trust, Inc. History No change 529 51 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 21, 2026
Winthrop Capital Management, LLC History No change 517 51 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 491 48 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 492 48 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 22, 2026
Kimelman & Baird, LLC History No change 488 47 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 18, 2026
Smithfield Trust Co History No change 461 46 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 455 44 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 21, 2026
Westside Investment Management, Inc. History No change 456 44 0.01% 0.01% 806 0 0.0% Q2 2026 Jul 27, 2026
Meramec Financial Planners, LLC History No change 416 42 0.02% 0.02% 807 0 0.0% Q2 2026 Jul 28, 2026
Caitlin John, LLC History No change 425 41 0.02% 0.02% 808 0 0.0% Q2 2026 Aug 17, 2026
Buck Wealth Strategies, LLC History No change 417 40 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 30, 2026
Hara Capital LLC History No change 400 39 0.02% 0.02% 810 0 0.0% Q2 2026 Aug 11, 2026
Triumph Capital Management History No change 382 37 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 380 37 0.03% 0.03% 812 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 365 36 0.0% 0.0% 813 0 0.0% Q3 2026 Oct 01, 2026
Kingdom Financial Group LLC. History No change 374 36 0.01% 0.01% 814 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 364 35 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 351 34 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 03, 2026
American Capital Advisory, LLC History No change 350 34 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 353 34 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 14, 2026
Walsh & Associates, LLC History No change 350 34 0.03% 0.03% 819 0 0.0% Q2 2026 Jul 21, 2026
Robinswood Financial LLC History No change 332 32 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 14, 2026
Indiana Trust & Investment Management Co History No change 317 31 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 22, 2026
EPG Wealth Management LLC History No change 322 31 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 312 30 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 14, 2026
Transce3nd, LLC History No change 306 30 0.26% 0.26% 824 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL CONSULATE, INC History No change 305 29 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 304 29 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 285 27 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 08, 2026
Morton Brown Family Wealth, LLC History No change 268 26 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 252 24 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 06, 2026
ELEVATE WEALTH ADVISORY, INC History No change 253 24 0.01% 0.01% 830 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 250 24 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 14, 2026
Ulland Investment Advisors, LLC History No change 220 22 0.02% 0.02% 832 0 0.0% Q2 2026 Jul 16, 2026
LGT Financial Advisors LLC History No change 225 22 0.12% 0.12% 833 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 219 21 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 27, 2026
Miller Global Investments, LLC History New 200 20 0.02% — 837 +200 New Q3 2026 Oct 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 211 20 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 24, 2026
VIMA LLC History No change 207 20 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 24, 2026
WHI TRUST Co LLC History No change 199 19 0.01% 0.01% 838 0 0.0% Q2 2026 Aug 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 202 19 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 186 18 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 179 17 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 175 17 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 04, 2026
Beaird Harris Wealth Management, LLC History No change 177 17 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 08, 2026
Hilton Head Capital Partners, LLC History No change 178 17 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 27, 2026
CKW FINANCIAL GROUP History No change 156 15 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 157 15 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 151 14 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 10, 2026
Acumen Wealth Advisors, LLC History No change 135 13 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 03, 2026
Jackson, Grant Investment Advisers, Inc. History No change 128 12 0.0% 0.0% 849 0 0.0% Q2 2026 Jul 31, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 124 12 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 04, 2026
Wells Financial Advisors INC History No change 124 12 0.11% 0.11% 851 0 0.0% Q2 2026 Jul 23, 2026
WestEnd Advisors, LLC History No change 104 10 0.0% 0.0% 852 0 0.0% Q2 2026 Jul 22, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 103 10 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 24, 2026
Measured Wealth Private Client Group, LLC History No change 108 10 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 109 10 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 03, 2026
ALLIANZ SE History No change 94 9 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 97 9 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 07, 2026
Armor Investment Advisors, LLC History No change 95 9 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 04, 2026
UNION SAVINGS BANK History No change 100 9 0.0% 0.0% 859 0 0.0% Q2 2026 Jul 23, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 83 8 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 82 8 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 83 8 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 24, 2026
VSM Wealth Advisory, LLC History No change 83 8 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Bancorp, Inc. History No change 80 7 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Planning Group LLC History No change 78 7 0.0% 0.0% 865 0 0.0% Q2 2026 Jul 29, 2026
Aventura Private Wealth, LLC History No change 76 7 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 15, 2026
Westend Capital Management, LLC History No change 69 6 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 69 6 0.0% 0.0% 868 0 0.0% Q2 2026 Jul 07, 2026
LifeSteps Financial, Inc. History No change 65 6 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 17, 2026
Princeton Global Asset Management LLC History No change 60 5 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 16, 2026
SALEM INVESTMENT COUNSELORS INC History No change 50 4 0.0% 0.0% 871 0 0.0% Q2 2026 Jul 14, 2026
Providence Capital Advisors, LLC History No change 44 4 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 11, 2026
POM Investment Strategies, LLC History No change 43 4 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 30, 2026
Synergy Investment Management, LLC History No change 49 4 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 30 2 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 28 2 0.0% 0.0% 876 0 0.0% Q2 2026 Jul 20, 2026
SHP Wealth Management History No change 22 2 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 11, 2026
DHJJ Financial Advisors, Ltd. History No change 27 2 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 24, 2026
REAP Financial Group, LLC History No change 27 2 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 04, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 15 1 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 05, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 20 1 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 07, 2026
Gould Capital, LLC History No change 16 1 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 07, 2026
Brooklyn FI, LLC History No change 14 1 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 04, 2026
Essential Investment Partners LLC History No change 14 1 0.0% 0.0% 884 0 0.0% Q2 2026 Jul 15, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
WOLFF WIESE MAGANA LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Coston, McIsaac & Partners History No change 6 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Retirement Wealth Solutions LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Key Capital Management, INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026