ALPS ETF Trust - AMLP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 16,070,257 833,242 0.04% 0.05% 1 +234,296 1.48% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Added to 13,210,100 684,943 0.06% 0.05% 2 +6,347,500 92.49% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,866,456 459,725 0.03% 0.03% 3 +375,802 4.43% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,429,142 385,200 0.06% 0.07% 4 -88,110 -1.17% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 7,409,556 384,185 0.03% 0.04% 5 +846,439 12.9% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History Added to 4,440,395 230,234 2.73% 2.61% 6 +434,860 10.86% Q2 2026 Aug 05, 2026
LPL Financial LLC History Added to 3,880,321 201,194 0.05% 0.05% 7 +250,237 6.89% Q2 2026 Aug 07, 2026
UBS Group AG History Reduced 3,024,792 156,835 0.02% 0.03% 8 -170,495 -5.34% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,810,836 145,741 0.04% 0.04% 9 +172,850 6.55% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 2,473,354 128,244 0.02% 0.02% 10 +59,059 2.45% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 2,225,589 115,396 0.07% 0.08% 11 -21,482 -0.96% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Added to 1,704,381 88,372 0.1% 0.1% 12 +69,848 4.27% Q2 2026 Aug 12, 2026
Naviter Wealth, LLC History Added to 1,639,760 85,021 7.71% 8.85% 13 +293,996 21.85% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History Added to 1,285,186 67,071 0.01% 0.02% 14 +9,933 0.78% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History Added to 1,010,491 52,393 0.59% 0.67% 15 +96 0.01% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History Reduced 993,674 51,522 0.04% 0.05% 16 -30,709 -3.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 965,702 50,071 0.01% 0.01% 17 +57,663 6.35% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History Added to 953,551 49,447 0.06% 0.07% 18 +90,261 10.46% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 820,859 42,562 0.1% 0.11% 19 +23,044 2.89% Q2 2026 Jul 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 806,927 41,839 0.02% 0.03% 20 -75,724 -8.58% Q2 2026 Jul 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 778,825 40,382 0.05% 0.05% 21 +31,641 4.23% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History Reduced 750,619 38,919 0.04% 0.04% 22 -33,565 -4.28% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History Added to 627,920 32,557 0.1% 0.11% 23 +70,402 12.63% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History Added to 621,953 32,248 1.16% 1.72% 24 +11,616 1.9% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History Reduced 597,479 30,895 0.21% 0.25% 25 -5,353 -0.89% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History Added to 577,011 29,918 0.05% 0.05% 26 +16,355 2.92% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History Added to 561,275 29,102 0.06% 0.07% 27 +11,367 2.07% Q2 2026 Aug 05, 2026
TRUE Private Wealth Advisors History Added to 555,543 28,804 2.49% 1.92% 28 +172,533 45.05% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 537,851 27,887 0.04% 0.05% 29 -352 -0.07% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History Added to 535,072 27,743 0.03% 0.03% 30 +9,438 1.8% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 532,049 27,586 0.07% 0.08% 31 -2,834 -0.53% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History Added to 517,943 26,855 0.1% 0.13% 32 +3,258 0.63% Q2 2026 Aug 11, 2026
Oxbow Advisors, LLC History Added to 509,673 26,426 2.15% 2.03% 33 +56,317 12.42% Q2 2026 Aug 07, 2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO History No change 506,822 26,278 9.47% 10.88% 34 0 0.0% Q2 2026 Jul 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 503,526 26,107 4.79% 5.48% 35 +29,271 6.17% Q2 2026 Aug 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 448,645 23,262 1.88% 2.13% 36 +23,785 5.6% Q2 2026 Aug 05, 2026
Aprio Wealth Management, LLC History Added to 427,719 22,177 1.1% 1.18% 37 +17,251 4.2% Q2 2026 Jul 24, 2026
CHOREO, LLC History Added to 395,348 20,498 0.22% 0.25% 38 +1,813 0.46% Q2 2026 Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 382,113 20,137 0.03% 0.04% 39 +7,604 2.03% Q2 2026 Jul 15, 2026
Trivium Point Advisory, LLC History Added to 378,254 19,612 1.78% 0.48% 40 +327,813 649.89% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History Reduced 356,287 18,473 0.1% 0.12% 41 -10,525 -2.87% Q2 2026 Jul 24, 2026
Hilton Capital Management, LLC History Added to 338,754 17,564 1.2% 0.96% 42 +96,100 39.6% Q2 2026 Aug 04, 2026
Violich Capital Management, Inc. History Reduced 333,845 17,309 1.88% 2.08% 43 -3,750 -1.11% Q2 2026 Jul 16, 2026
RS CRUM INC. History Reduced 331,386 17,182 3.22% 3.39% 44 -1,626 -0.49% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 327,061 16,958 0.0% 0.0% 45 +16,077 5.17% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History Reduced 319,657 16,574 1.0% 1.28% 46 -41,931 -11.6% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 311,938 16,174 0.03% 0.0% 47 +286,371 1120.08% Q2 2026 Aug 14, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Reduced 308,099 15,974 5.36% 6.05% 48 -1,614 -0.52% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 299,656 15,537 0.34% 0.38% 49 +5,337 1.81% Q2 2026 Jul 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History Added to 299,107 15,508 0.05% 0.06% 50 +4,088 1.39% Q2 2026 Aug 10, 2026
Checchi Capital Advisers, LLC History Added to 298,363 15,470 0.7% 0.79% 51 +758 0.25% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History Added to 295,028 15,297 0.83% 0.91% 52 +8,823 3.08% Q2 2026 Jul 28, 2026
Focus Partners Wealth History Reduced 290,720 15,073 0.02% 0.02% 53 -28,947 -9.06% Q2 2026 Aug 12, 2026
WEALTH ALLIANCE, LLC History Reduced 282,387 14,641 1.23% 1.52% 54 -9,780 -3.35% Q2 2026 Aug 11, 2026
TECTONIC ADVISORS LLC History Added to 280,210 14,528 0.7% 0.76% 55 +7,512 2.75% Q2 2026 Jul 15, 2026
Allworth Financial LP History Reduced 278,050 14,416 0.06% 0.06% 56 -8,468 -2.96% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History Reduced 275,028 14,271 0.45% 0.54% 57 -3,555 -1.28% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History Added to 273,749 14,194 0.21% 0.23% 58 +6,396 2.39% Q2 2026 Jul 15, 2026
VISTA FINANCE, LLC History Added to 258,127 13,383 7.48% 9.17% 59 +38,673 17.62% Q2 2026 Jul 16, 2026
Kestra Advisory Services, LLC History Added to 256,358 13,292 0.04% 0.05% 60 +9,056 3.66% Q2 2026 Jul 28, 2026
Summit Financial Wealth Advisors, LLC History Reduced 254,098 13,174 1.68% 1.9% 61 -220 -0.09% Q2 2026 Jul 15, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 248,500 12,884 0.91% 1.03% 62 +700 0.28% Q2 2026 Aug 07, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History Added to 246,815 12,797 6.02% 6.64% 63 +4,388 1.81% Q2 2026 Aug 10, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 242,533 12,575 2.56% 3.25% 64 -3,175 -1.29% Q2 2026 Jul 20, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 242,497 12,573 1.15% 1.25% 65 +10,660 4.6% Q2 2026 Aug 14, 2026
Truffle Hound Capital, LLC History No change 240,000 12,444 2.66% 3.27% 66 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History Added to 230,738 11,963 1.15% 1.36% 67 +19,957 9.47% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 229,990 11,924 0.0% 0.0% 68 +34,332 17.55% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 227,795 11,717 0.0% 0.01% 69 +24,452 12.03% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 212,150 10,999 0.11% 0.13% 70 -8,590 -3.89% Q2 2026 Aug 05, 2026
Williams Jones Wealth Management, LLC. History Added to 206,027 10,682 0.12% 0.13% 71 +5,867 2.93% Q2 2026 Aug 05, 2026
Oak Harvest Investment Services History Added to 205,080 10,633 0.99% 1.1% 72 +5,040 2.52% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History Added to 200,918 10,417 0.05% 0.05% 73 +21,788 12.16% Q2 2026 Jul 13, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 200,000 10,370 1.08% 1.34% 74 0 0.0% Q2 2026 Jul 13, 2026
Granby Capital Management, LLC History No change 200,000 10,370 5.41% 6.03% 75 0 0.0% Q2 2026 Aug 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 199,762 10,357 0.68% 0.8% 76 -9,049 -4.33% Q2 2026 Jul 14, 2026
JPMORGAN CHASE & CO History Reduced 199,600 10,321 0.0% 0.0% 77 -76,060 -27.59% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History Added to 198,019 10,267 0.03% 0.02% 78 +60,932 44.45% Q2 2026 Aug 07, 2026
Elgethun Capital Management History Added to 196,637 10,195 1.42% 1.65% 79 +7,310 3.86% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History Added to 195,021 10,111 0.17% 0.34% 80 +5,120 2.7% Q2 2026 Jul 21, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 186,807 10,093 1.45% 1.47% 81 +3,640 1.99% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 194,367 10,077 0.68% 0.7% 82 +28,415 17.12% Q2 2026 Aug 04, 2026
Fortis Group Advisors, LLC History Added to 189,931 9,847 1.57% 1.65% 83 +6,078 3.31% Q2 2026 Jul 24, 2026
Csenge Advisory Group History New 189,897 9,846 0.4% — 84 +189,897 New Q2 2026 Aug 10, 2026
Arax Advisory Partners History Added to 185,243 9,604 0.06% 0.01% 85 +178,202 2530.92% Q2 2026 Aug 10, 2026
BARD ASSOCIATES INC History Reduced 171,562 8,895 1.97% 2.28% 86 -1,120 -0.65% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 171,317 8,882 0.16% 0.19% 87 +1,687 0.99% Q2 2026 Jul 23, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 169,155 8,771 2.22% 2.71% 88 -9,390 -5.26% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History Added to 167,510 8,685 0.04% 0.04% 89 +17,259 11.49% Q2 2026 Aug 13, 2026
Brick & Kyle, Associates History No change 162,583 8,558 2.83% 2.83% 90 0 0.0% Q2 2026 Aug 06, 2026
NWAM LLC History Added to 157,897 8,186 0.41% 0.48% 91 +348 0.22% Q2 2026 Jul 23, 2026
Mariner, LLC History Added to 157,067 8,143 0.01% 0.01% 92 +3,412 2.22% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History Added to 156,577 8,118 0.12% 0.13% 93 +5,033 3.32% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History Reduced 156,022 8,089 0.04% 0.05% 94 -60,235 -27.85% Q2 2026 Jul 27, 2026
Cerity Partners LLC History Added to 154,772 8,025 0.01% 0.01% 95 +22,561 17.06% Q2 2026 Aug 14, 2026
&PARTNERS History Added to 153,572 7,962 0.03% 0.03% 96 +43,019 38.91% Q2 2026 Aug 14, 2026
U.S. Capital Wealth Advisors, LLC History No change 149,445 7,866 0.2% 0.2% 97 0 0.0% Q1 2026 Apr 07, 2026
MUHLENKAMP & CO INC History No change 150,615 7,809 2.26% 2.09% 98 0 0.0% Q2 2026 Aug 17, 2026
Left Brain Wealth Management, LLC History Reduced 149,437 7,748 2.34% 3.2% 99 -5,294 -3.42% Q2 2026 Jul 30, 2026
TRUIST FINANCIAL CORP History Added to 146,143 7,577 0.01% 0.01% 100 +43,616 42.54% Q2 2026 Jul 28, 2026
Advisors Preferred, LLC History Added to 145,325 7,565 1.17% 1.08% 101 +5,645 4.04% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History Added to 143,445 7,437 0.08% 0.08% 102 +27,686 23.92% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History Added to 141,864 7,355 0.03% 0.02% 103 +82,218 137.84% Q2 2026 Aug 18, 2026
5th Street Advisors, LLC History Added to 140,877 7,304 2.78% 3.08% 104 +4,894 3.6% Q2 2026 Aug 05, 2026
LYNX CAPITAL GROUP LTD /ADV History Added to 138,847 7,199 2.91% 3.02% 105 +15,661 12.71% Q2 2026 Aug 12, 2026
Ball & Co Wealth Management Inc. History Reduced 136,894 7,097 5.03% 6.66% 106 -14,340 -9.48% Q2 2026 Jul 31, 2026
CITADEL ADVISORS LLC History Reduced 133,811 6,938 0.0% 0.0% 107 -36,788 -21.56% Q2 2026 Sep 02, 2026
NTV ASSET MANAGEMENT LLC History Reduced 131,178 6,801 0.67% 0.77% 108 -1,717 -1.29% Q2 2026 Aug 05, 2026
BROWN ADVISORY INC History Reduced 129,624 6,721 0.01% 0.01% 109 -6,415 -4.72% Q2 2026 Aug 14, 2026
Sterling Investment Advisors, Ltd. History Reduced 129,258 6,702 1.12% 1.32% 110 -8,862 -6.42% Q2 2026 Jul 28, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 128,940 6,685 0.08% 0.06% 111 +22,420 21.05% Q2 2026 Aug 11, 2026
NORDEN GROUP LLC History Added to 126,369 6,552 0.54% 0.63% 112 +1,884 1.51% Q2 2026 Jul 29, 2026
Equitable Holdings, Inc. History Added to 126,132 6,539 0.04% 0.04% 113 +11,972 10.49% Q2 2026 Aug 17, 2026
Eagle Strategies LLC History Added to 122,564 6,354 0.63% 0.75% 114 +2,781 2.32% Q2 2026 Jul 21, 2026
Clare Market Investments LLC History Added to 120,740 6,260 1.14% 1.27% 115 +5,449 4.73% Q2 2026 Jul 27, 2026
Element Wealth, LLC History Reduced 119,697 6,206 2.32% 2.73% 116 -5,864 -4.67% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History Reduced 118,887 6,164 0.03% 0.04% 117 -28,806 -19.5% Q2 2026 Aug 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 118,773 6,158 0.65% 0.68% 118 +4,826 4.24% Q2 2026 Jul 23, 2026
Wealth Advisory Solutions, LLC History Added to 117,803 6,108 1.25% 1.3% 119 +7,063 6.38% Q2 2026 Jul 24, 2026
Haven Private, LLC History Added to 116,915 6,062 2.3% 2.57% 120 +4,852 4.33% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History Reduced 114,270 5,924 0.01% 0.01% 121 -6,284 -5.21% Q2 2026 Aug 05, 2026
Clarity Financial LLC History Added to 112,470 5,831 0.5% 0.31% 122 +58,573 108.68% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History Added to 111,427 5,777 0.07% 0.07% 123 +10,208 10.09% Q2 2026 Aug 18, 2026
Wealthspire Advisors, LLC History Added to 110,991 5,754 0.03% 0.04% 124 +12,753 12.98% Q2 2026 Aug 11, 2026
Cyndeo Wealth Partners, LLC History Added to 109,273 5,665 0.27% 0.3% 125 +156 0.14% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History Added to 108,540 5,627 0.01% 0.01% 126 +7,186 7.09% Q2 2026 Aug 13, 2026
Financial Sense Advisors, Inc. History Added to 107,998 5,599 1.1% 1.15% 127 +266 0.25% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Reduced 101,413 5,258 0.06% 0.07% 128 -603 -0.59% Q2 2026 Aug 03, 2026
Prota Financial, LLC History Added to 101,799 5,254 3.46% 3.76% 129 +3,118 3.16% Q2 2026 Jul 07, 2026
Global Retirement Partners, LLC History New 100,221 5,196 0.08% — 130 +100,221 New Q2 2026 Aug 06, 2026
COMMERCE BANK History Reduced 100,180 5,194 0.02% 0.03% 131 -8,857 -8.12% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History Added to 99,870 5,178 0.24% 0.2% 132 +27,391 37.79% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History Added to 99,646 5,166 0.08% 0.08% 133 +3,327 3.45% Q2 2026 Jul 22, 2026
Squarepoint Ops LLC History Reduced 97,000 5,029 0.01% 0.01% 134 -57,600 -37.26% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History Added to 95,515 4,952 0.4% 0.48% 135 +579 0.61% Q2 2026 Aug 06, 2026
Capital Advisors Wealth Management, LLC History Added to 95,469 4,950 0.58% 0.38% 136 +41,611 77.26% Q2 2026 Jul 23, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 95,348 4,943 2.71% 3.09% 137 -2,649 -2.7% Q2 2026 Jul 21, 2026
Coral Wealth Management, LLC History New 94,792 4,914 4.03% — 138 +94,792 New Q2 2026 Aug 04, 2026
White Pine Investment CO History Added to 93,412 4,843 1.03% 1.13% 139 +1,051 1.14% Q2 2026 Jul 20, 2026
Qube Research & Technologies Ltd History Reduced 92,856 4,814 0.0% 0.01% 140 -4,979 -5.09% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 92,734 4,808 0.12% 0.14% 141 +1,080 1.18% Q2 2026 Jul 14, 2026
Orion Porfolio Solutions, LLC History Added to 92,725 4,807 0.04% 0.04% 142 +13,379 16.86% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History Reduced 92,633 4,803 0.48% 0.55% 143 -1,761 -1.87% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History Reduced 92,350 4,788 0.01% 0.01% 144 -47,588 -34.01% Q2 2026 Aug 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 91,567 4,742 0.03% 0.03% 145 -1,191 -1.28% Q2 2026 Aug 14, 2026
Plan Group Financial, LLC History Added to 91,225 4,730 0.97% 0.83% 146 +23,900 35.5% Q2 2026 Aug 03, 2026
Artesa Financial Group, LLC History Added to 90,035 4,668 3.99% 4.21% 147 +6,148 7.33% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History Added to 89,989 4,665 0.09% 0.11% 148 +360 0.4% Q2 2026 Aug 06, 2026
SACKS & ASSOCIATES, LLC History Added to 84,244 4,645 3.13% 3.25% 149 +1,158 1.39% Q2 2026 Aug 04, 2026
Madison Park Capital Advisors, LLC History Reduced 25,034 4,637 3.3% 3.2% 150 -52,356 -67.65% Q2 2026 Jul 07, 2026
1 NORTH WEALTH SERVICES LLC History Added to 88,736 4,600 1.5% 1.64% 151 +2,708 3.15% Q2 2026 Aug 03, 2026
PHILADELPHIA TRUST CO History Added to 88,288 4,578 0.29% 0.33% 152 +91 0.1% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History Reduced 88,273 4,576 0.4% 0.57% 153 -163 -0.18% Q2 2026 Jul 09, 2026
MML INVESTORS SERVICES, LLC History Added to 87,377 4,530 0.01% 0.01% 154 +12,525 16.73% Q2 2026 Aug 07, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 86,946 4,508 0.52% 0.59% 155 -1,701 -1.92% Q2 2026 Aug 10, 2026
NorthCoast Asset Management LLC History Reduced 85,674 4,442 0.1% 0.2% 156 -74,263 -46.43% Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History Added to 84,342 4,373 0.0% 0.0% 157 +13,036 18.28% Q2 2026 Aug 06, 2026
Americana Partners, LLC History Added to 83,507 4,329 0.1% 0.11% 158 +3,681 4.61% Q2 2026 Aug 05, 2026
Indivisible Partners History Added to 82,862 4,296 0.24% 0.34% 159 +9,888 13.55% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 81,963 4,249 0.01% 0.01% 160 +2,032 2.54% Q2 2026 Aug 19, 2026
HANCOCK WHITNEY CORP History Added to 81,093 4,204 0.07% 0.07% 161 +8,258 11.34% Q2 2026 Aug 14, 2026
Intrinsic Edge Capital Management LLC History Reduced 80,000 4,148 0.43% 0.87% 162 -20,000 -20.0% Q2 2026 Aug 12, 2026
Wills Financial Group LLC History Added to 77,709 4,029 1.47% 1.52% 163 +1,936 2.55% Q2 2026 Aug 14, 2026
Balefire, LLC History Added to 77,290 4,007 0.65% 0.75% 164 +1,425 1.88% Q2 2026 Jul 07, 2026
Allen Capital Group, LLC History Added to 76,756 3,979 0.32% 0.35% 165 +1,965 2.63% Q2 2026 Jul 27, 2026
HERBST GROUP, LLC History Reduced 76,619 3,972 2.17% 2.6% 166 -3,353 -4.19% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History Added to 72,238 3,968 0.08% 0.08% 167 +3,794 5.54% Q2 2026 Jul 29, 2026
CONTINENTAL ADVISORS LLC History No change 74,723 3,874 1.64% 2.01% 168 0 0.0% Q2 2026 Jul 27, 2026
COWA, LLC History Reduced 74,714 3,873 0.97% 1.07% 169 -433 -0.58% Q2 2026 Aug 05, 2026
Payne Capital Management, LLC History Added to 74,455 3,860 1.03% 1.03% 170 +9,606 14.81% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History Added to 74,200 3,847 0.1% 0.1% 171 +11,807 18.92% Q2 2026 Aug 05, 2026
SMART Wealth LLC History Reduced 74,141 3,844 0.83% 1.26% 172 -7,451 -9.13% Q2 2026 Aug 05, 2026
Samalin Investment Counsel, LLC History Added to 73,890 3,831 1.2% 1.2% 173 +9,520 14.79% Q2 2026 Jul 27, 2026
SteelPeak Wealth, LLC History Reduced 73,619 3,817 0.1% 0.12% 174 -1,262 -1.69% Q2 2026 Jul 13, 2026
SCOTIA CAPITAL INC. History Added to 73,460 3,808 0.01% 0.02% 175 +1,901 2.66% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 72,508 3,759 0.04% 0.04% 176 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History Added to 72,463 3,757 0.01% 0.01% 177 +14,850 25.78% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History Reduced 72,101 3,738 0.03% 0.04% 178 -16,166 -18.31% Q2 2026 Aug 14, 2026
Jaffetilchin Investment Partners, LLC History No change 70,282 3,699 0.22% 0.22% 179 0 0.0% Q1 2026 May 13, 2026
Concurrent Investment Advisors, LLC History Added to 70,943 3,678 0.03% 0.03% 180 +16,270 29.76% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History Reduced 70,856 3,673 0.04% 0.05% 181 -2,334 -3.19% Q2 2026 Aug 10, 2026
TKG Advisors, LLC History Reduced 69,556 3,606 1.25% 1.97% 182 -20,933 -23.13% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 69,202 3,588 0.07% 0.08% 183 -1,427 -2.02% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History Reduced 69,139 3,584 0.06% 0.08% 184 -512 -0.74% Q2 2026 Jul 20, 2026
Freestone Capital Holdings, LLC History Added to 69,010 3,578 0.09% 0.1% 185 +5,322 8.36% Q2 2026 Jul 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 68,913 3,573 0.18% 0.21% 186 -978 -1.4% Q2 2026 Aug 14, 2026
SAM Advisors, LLC History Added to 68,490 3,551 0.97% 1.09% 187 +2,331 3.52% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 67,474 3,498 0.17% 0.18% 188 +877 1.32% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History Added to 67,319 3,490 0.04% 0.04% 189 +207 0.31% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History Added to 67,219 3,485 0.09% 0.1% 190 +5,265 8.5% Q2 2026 Aug 04, 2026
TT Capital Management LLC History Reduced 66,845 3,465 2.7% 3.02% 191 -2,700 -3.88% Q2 2026 Aug 04, 2026
Berkeley Capital Partners, LLC History Added to 66,109 3,427 0.71% 0.78% 192 +2,030 3.17% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History Added to 66,059 3,425 0.01% 0.01% 193 +5,311 8.74% Q2 2026 Aug 13, 2026
Mills Wealth Advisors LLC History Reduced 65,810 3,412 1.07% 1.27% 194 -3,523 -5.08% Q2 2026 Jul 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 64,468 3,342 0.06% 0.09% 195 -8,084 -11.14% Q2 2026 Aug 12, 2026
Astoria Portfolio Advisors LLC. History Added to 63,891 3,312 0.56% 0.54% 196 +15,099 30.95% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History Reduced 63,499 3,292 0.03% 0.04% 197 -8,042 -11.24% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 63,100 3,271 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History Added to 62,949 3,263 0.08% 0.09% 199 +3,706 6.26% Q2 2026 Aug 07, 2026
Stamos Capital Partners, L.P. History Reduced 62,819 3,257 0.5% 0.53% 200 -1,318 -2.05% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Added to 61,691 3,198 0.05% 0.06% 201 +1,161 1.92% Q2 2026 Aug 07, 2026
Hegarty Advisors, LLC History Added to 60,427 3,133 2.16% 2.42% 202 +2,044 3.5% Q2 2026 Jul 27, 2026
FFG RETIREMENT ADVISORS LLC History Added to 60,128 3,117 1.65% 1.26% 203 +18,960 46.06% Q2 2026 Jul 09, 2026
FORTE ASSET MANAGEMENT LLC History Added to 59,723 3,096 1.27% 1.38% 204 +121 0.2% Q2 2026 Jul 21, 2026
WealthBridge Capital Management, LLC History Added to 58,799 3,048 0.61% 0.68% 205 +2,427 4.31% Q2 2026 Jul 24, 2026
Camarda Financial Advisors, LLC History New 58,695 3,043 0.92% — 206 +58,695 New Q2 2026 Aug 14, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Reduced 58,675 3,042 0.34% 0.36% 207 -475 -0.8% Q2 2026 Jul 24, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 57,611 2,987 0.02% 0.02% 208 -2,965 -4.89% Q2 2026 Jul 07, 2026
G&S Capital LLC History Reduced 56,796 2,944 0.85% 1.34% 209 -15,672 -21.63% Q2 2026 Jul 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 56,554 2,932 0.0% 0.0% 210 +49,369 687.11% Q2 2026 Aug 14, 2026
Cypress Capital Management LLC (WY) History Added to 56,548 2,932 2.45% 2.58% 211 +3,571 6.74% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 56,479 2,928 0.02% 0.02% 212 +9,207 19.48% Q2 2026 Jul 17, 2026
Regal Investment Advisors LLC History Reduced 56,349 2,921 0.15% 0.17% 213 -431 -0.76% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History Reduced 56,309 2,919 0.15% 0.18% 214 -6,243 -9.98% Q2 2026 Aug 10, 2026
Delta Investment Management, LLC History Reduced 56,003 2,903 0.48% 0.54% 215 -1,259 -2.2% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History Added to 55,784 2,892 0.0% 0.0% 216 +8,298 17.47% Q2 2026 Aug 13, 2026
Sculati Wealth Management, LLC History Reduced 53,360 2,883 0.96% 1.05% 217 -525 -0.97% Q2 2026 Jul 21, 2026
BlackRock, Inc. History Reduced 53,802 2,789 0.0% 0.0% 218 -907 -1.66% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History Added to 53,762 2,788 0.02% 0.01% 219 +21,075 64.48% Q2 2026 Jul 20, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 53,529 2,775 0.21% 0.22% 220 +500 0.94% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History Added to 53,513 2,774 0.08% 0.09% 221 +580 1.1% Q2 2026 Jul 24, 2026
Tradewinds, LLC. History New 238,571 2,747 0.62% — 222 +238,571 New Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 52,823 2,738 0.02% 0.02% 223 +610 1.17% Q2 2026 Jul 23, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 52,730 2,734 0.01% 0.01% 224 -4,170 -7.33% Q2 2026 Aug 13, 2026
Enclave Advisors LLC History Added to 52,653 2,730 0.35% 0.36% 225 +2,624 5.24% Q2 2026 Jul 14, 2026
Jackson Hole Capital Partners, LLC History No change 51,633 2,717 0.45% 0.45% 226 0 0.0% Q1 2026 May 08, 2026
Asset One Wealth Management LLC History Added to 51,051 2,715 0.29% 0.24% 227 +8,336 19.52% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History Reduced 52,296 2,711 0.24% 0.28% 228 -186 -0.35% Q2 2026 Aug 04, 2026
ASSETMARK, INC History Added to 52,258 2,709 0.0% 0.0% 229 +46,958 886.0% Q2 2026 Jul 30, 2026
BRIGHTON JONES LLC History Added to 51,538 2,672 0.05% 0.06% 230 +1,771 3.56% Q2 2026 Aug 11, 2026
INGALLS & SNYDER LLC History Reduced 51,439 2,667 0.07% 0.1% 231 -1,859 -3.49% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History Added to 50,001 2,592 0.23% 0.27% 232 +700 1.42% Q2 2026 Jul 30, 2026
FMR LLC History Reduced 49,486 2,565 0.0% 0.0% 233 -7,208 -12.71% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 48,752 2,520 0.08% 0.09% 234 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History Added to 47,862 2,481 0.02% 0.01% 235 +12,567 35.61% Q2 2026 Sep 08, 2026
J.Safra Asset Management Corp History Added to 47,749 2,475 0.11% 0.13% 236 +1,224 2.63% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History Reduced 47,709 2,473 0.03% 0.03% 237 -1,912 -3.85% Q2 2026 Jul 21, 2026
HOLDERNESS INVESTMENTS CO History Added to 47,509 2,463 0.41% 0.49% 238 +1,400 3.04% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History Added to 47,342 2,454 0.19% 0.21% 239 +1,637 3.58% Q2 2026 Jul 17, 2026
Aster Capital Management (DIFC) Ltd History New 47,239 2,449 0.52% — 240 +47,239 New Q2 2026 Aug 14, 2026
Keewaydin Investments LLC History Added to 47,160 2,445 0.71% 0.76% 241 +1,175 2.56% Q2 2026 Aug 14, 2026
Providence First Trust Co History Reduced 46,688 2,420 0.68% 0.9% 242 -1,821 -3.75% Q2 2026 Jul 27, 2026
ArchPoint Investors History No change 46,325 2,401 0.51% 0.58% 243 0 0.0% Q2 2026 Aug 13, 2026
Quartz Partners, LLC History Added to 44,971 2,331 0.76% 0.86% 244 +2,816 6.68% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History Added to 44,783 2,321 0.04% 0.05% 245 +2,015 4.71% Q2 2026 Jul 31, 2026
MGO ONE SEVEN LLC History Added to 44,180 2,290 0.04% 0.03% 246 +19,547 79.35% Q2 2026 Jul 31, 2026
CURA WEALTH ADVISORS, LLC History Added to 44,035 2,283 0.97% 1.01% 247 +1,185 2.77% Q2 2026 Aug 06, 2026
Resonant Capital Advisors, LLC History No change 43,528 2,256 0.11% 0.12% 248 0 0.0% Q2 2026 Jul 24, 2026
Bollard Group LLC History Added to 43,480 2,254 0.07% 0.07% 249 +766 1.79% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History Added to 43,376 2,249 0.03% 0.03% 250 +6,067 16.26% Q2 2026 Aug 10, 2026
HC Advisors, LLC History Added to 42,962 2,227 1.35% 1.43% 251 +2,265 5.57% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History Added to 42,932 2,226 0.04% 0.04% 252 +6,219 16.94% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History Added to 42,666 2,212 0.06% 0.06% 253 +6,790 18.93% Q2 2026 Jul 07, 2026
Capstone Wealth Management Group, Inc. History New 42,118 2,183 1.32% — 254 +42,118 New Q2 2026 Jul 27, 2026
Walleye Trading LLC History Reduced 41,900 2,172 0.0% 0.0% 255 -1,300 -3.01% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 41,147 2,133 0.0% 0.01% 256 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 40,915 2,121 0.14% 0.14% 257 +5,175 14.48% Q2 2026 Jul 20, 2026
Smithfield Trust Co History Added to 40,855 2,119 0.08% 0.09% 258 +3,453 9.23% Q2 2026 Aug 05, 2026
Algorithmic Investment Models, LLC History Added to 40,867 2,118 2.45% 2.53% 259 +1,959 5.03% Q2 2026 Aug 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 40,551 2,102 0.03% 0.03% 260 +5,448 15.52% Q2 2026 Aug 14, 2026
Barry Investment Advisors, LLC History Added to 40,376 2,093 0.44% 0.47% 261 +132 0.33% Q2 2026 Jul 09, 2026
Covenant Asset Management, LLC History Reduced 40,279 2,088 0.35% 0.35% 262 -3,790 -8.6% Q2 2026 Jul 20, 2026
Capstone Wealth Management Group LLC History No change 39,614 2,085 1.28% 1.28% 263 0 0.0% Q1 2026 Apr 16, 2026
Gladstone Institutional Advisory LLC History Reduced 39,997 2,073 0.07% 0.08% 264 -697 -1.71% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History Reduced 39,845 2,066 0.07% 0.08% 265 -608 -1.5% Q2 2026 Jul 31, 2026
Riggs Asset Managment Co. Inc. History Reduced 39,691 2,057 0.37% 0.44% 266 -1,261 -3.08% Q2 2026 Jul 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 39,556 2,050 0.03% 0.03% 267 -962 -2.37% Q2 2026 Aug 10, 2026
HCR Wealth Advisors History Added to 39,295 2,037 0.18% 0.17% 268 +7,277 22.73% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History Added to 39,230 2,034 0.02% 0.03% 269 +236 0.61% Q2 2026 Jul 22, 2026
Dakota Wealth Management History Added to 38,980 2,021 0.04% 0.04% 270 +5,302 15.74% Q2 2026 Aug 07, 2026
Sierra Capital LLC History Reduced 38,860 2,014 0.19% 0.26% 271 -7,029 -15.32% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History Added to 38,755 2,009 0.03% 0.04% 272 +1,148 3.05% Q2 2026 Jul 15, 2026
Savant Capital, LLC History Added to 38,579 2,006 0.01% 0.01% 273 +1,256 3.37% Q2 2026 Aug 10, 2026
LMCG INVESTMENTS, LLC History Added to 38,193 1,980 0.11% 0.12% 274 +584 1.55% Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 37,593 1,949 0.02% 0.02% 275 -795 -2.07% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History Reduced 36,818 1,909 0.15% 0.19% 276 -4,380 -10.63% Q2 2026 Jul 28, 2026
GROUP ONE TRADING LLC History Added to 35,892 1,861 0.0% 0.0% 277 +14,741 69.69% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History Reduced 35,745 1,853 0.01% 0.01% 278 -1,148 -3.11% Q2 2026 Aug 03, 2026
Jefferies Financial Group Inc. History Added to 35,699 1,850 0.01% 0.01% 279 +5,412 17.87% Q2 2026 Aug 17, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Reduced 35,535 1,842 1.35% 1.71% 280 -2,150 -5.71% Q2 2026 Jul 28, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 35,318 1,831 0.09% 0.14% 281 0 0.0% Q2 2026 Jul 23, 2026
Tandem Financial, LLC History Reduced 35,267 1,828 0.55% 0.6% 282 -362 -1.02% Q2 2026 Aug 13, 2026
Palouse Capital Management, Inc. History Reduced 35,175 1,823 1.14% 1.24% 283 -417 -1.17% Q2 2026 Jul 08, 2026
Aviance Capital Partners, LLC History Added to 34,970 1,813 0.19% 0.21% 284 +234 0.67% Q2 2026 Jul 30, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 33,251 1,812 0.59% 0.62% 285 +596 1.83% Q2 2026 Aug 13, 2026
71 West Capital Partners History Added to 34,928 1,811 0.06% 0.08% 286 +20 0.06% Q2 2026 Aug 04, 2026
CWM, LLC History No change 34,258 1,803 0.0% 0.0% 287 0 0.0% Q1 2026 May 14, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 34,238 1,802 0.67% 0.67% 288 0 0.0% Q1 2026 Apr 23, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 34,673 1,797 0.88% 2.48% 289 -59,641 -63.24% Q2 2026 Jul 24, 2026
IEQ CAPITAL, LLC History Added to 34,655 1,796 0.01% 0.01% 290 +1,305 3.91% Q2 2026 Aug 11, 2026
Argos Wealth Advisors, LLC History Added to 34,531 1,790 0.47% 0.46% 291 +3,835 12.49% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 34,523 1,790 0.03% 0.06% 292 +1,111 3.33% Q2 2026 Jul 28, 2026
Virtu Financial LLC History New 34,200 1,773 0.06% — 293 +34,200 New Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History Added to 34,247 1,771 0.09% 0.09% 294 +1,978 6.13% Q2 2026 Jul 28, 2026
World Investment Advisors History Reduced 33,552 1,764 0.03% 0.03% 295 -60 -0.18% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 33,997 1,762 0.0% 0.0% 296 -522 -1.51% Q2 2026 Aug 14, 2026
EVEXIA WEALTH LLC History Reduced 31,814 1,754 0.47% 0.55% 297 -6,396 -16.74% Q2 2026 Aug 07, 2026
WP Advisors, LLC History Added to 33,441 1,733 0.42% 0.4% 298 +4,083 13.91% Q2 2026 Jul 29, 2026
AXS Investments LLC History Reduced 33,203 1,721 0.49% 0.96% 299 -11,984 -26.52% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 33,206 1,721 0.04% 0.03% 300 +5,529 19.98% Q2 2026 Jul 29, 2026
Collar Capital Management, LLC History Reduced 33,203 1,721 1.01% 1.17% 301 -1,050 -3.07% Q2 2026 Jul 27, 2026
RiverTree Advisors, LLC History Reduced 33,020 1,712 1.01% 1.56% 302 -13,689 -29.31% Q2 2026 Jul 22, 2026
Greenspring Advisors, LLC History Reduced 32,763 1,698 0.09% 0.11% 303 -1,176 -3.47% Q2 2026 Aug 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 32,510 1,685 0.09% 0.1% 304 +73 0.23% Q2 2026 Jul 31, 2026
PFG Investments, LLC History Added to 32,369 1,678 0.06% 0.07% 305 +4,151 14.71% Q2 2026 Jul 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 32,047 1,661 0.1% 0.1% 306 +546 1.73% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History Reduced 31,830 1,650 0.11% 0.12% 307 -676 -2.08% Q2 2026 Aug 07, 2026
MBA Advisors LLC History Added to 30,656 1,589 0.53% 0.61% 308 +384 1.27% Q2 2026 Jul 28, 2026
BTG Pactual Asset Management US LLC History Reduced 30,599 1,586 0.1% 0.18% 309 -9,868 -24.39% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History Added to 30,299 1,570 0.12% 0.14% 310 +823 2.79% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History Added to 30,277 1,570 0.16% 0.18% 311 +32 0.11% Q2 2026 Jul 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 30,178 1,564 0.0% 0.0% 312 +1,806 6.37% Q2 2026 Aug 12, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 30,166 1,564 1.08% 1.17% 313 +865 2.95% Q2 2026 Jul 23, 2026
WEDBUSH SECURITIES INC History Added to 30,061 1,559 0.04% 0.04% 314 +1,674 5.9% Q2 2026 Jul 28, 2026
Wakefield Asset Management LLLP History Added to 29,952 1,553 0.35% 0.39% 315 +2,261 8.17% Q2 2026 Aug 11, 2026
Pointe Capital Management LLC History Reduced 29,831 1,546 0.69% 0.82% 317 -1,450 -4.64% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History Added to 29,832 1,546 0.05% 0.06% 316 +241 0.81% Q2 2026 Jul 17, 2026
BENJAMIN EDWARDS INC History Added to 29,453 1,527 0.01% 0.01% 318 +2,404 8.89% Q2 2026 Jul 24, 2026
Bank of New York Mellon Corp History Added to 29,227 1,515 0.0% 0.0% 319 +5,156 21.42% Q2 2026 Aug 06, 2026
Arkos Global Advisors History No change 28,910 1,499 0.18% 0.19% 320 0 0.0% Q2 2026 Aug 14, 2026
Stillwater Wealth Management Group History No change 28,210 1,484 0.92% 0.92% 321 0 0.0% Q1 2026 May 11, 2026
Lynx Investment Advisory History New 28,557 1,480 0.48% — 323 +28,557 New Q2 2026 Jul 27, 2026
CWA Asset Management Group, LLC History Added to 28,545 1,480 0.05% 0.04% 322 +5,091 21.71% Q2 2026 Jul 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 28,287 1,466 0.0% 0.0% 324 -4,827 -14.58% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History Added to 27,893 1,446 0.08% 0.09% 325 +1,986 7.67% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History Added to 27,286 1,414 0.06% 0.07% 326 +1,951 7.7% Q2 2026 Jul 22, 2026
Formidable Asset Management, LLC History Added to 26,525 1,396 0.22% 0.07% 327 +16,800 172.75% Q2 2026 Jul 17, 2026
OneAscent Family Office, LLC History Added to 26,782 1,388 0.7% 0.72% 328 +7,094 36.03% Q2 2026 Aug 11, 2026
Total Wealth Planning & Management, Inc. History Added to 26,783 1,388 0.94% 0.98% 329 +1,468 5.8% Q2 2026 Jul 28, 2026
OAK FAMILY ADVISORS, LLC History Reduced 26,673 1,382 0.35% 1.41% 330 -68,232 -71.9% Q2 2026 Jul 20, 2026
STRATEGY ASSET MANAGERS LLC History Added to 26,609 1,379 0.21% 0.23% 331 +529 2.03% Q2 2026 Aug 14, 2026
Valtrion Capital Management, LLC History Added to 26,482 1,373 1.02% 1.11% 332 +4,027 17.93% Q2 2026 Aug 14, 2026
Intesa Sanpaolo Wealth Management History Added to 26,412 1,369 0.27% 0.02% 333 +24,538 1309.39% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History Added to 26,388 1,368 0.04% 0.05% 335 +663 2.58% Q2 2026 Jul 09, 2026
GoalVest Advisory LLC History Added to 26,401 1,368 0.25% 0.27% 334 +149 0.57% Q2 2026 Jul 08, 2026
BOS Asset Management, LLC History Added to 26,125 1,354 0.31% 0.28% 336 +5,472 26.49% Q2 2026 Jul 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 26,018 1,349 0.03% 0.06% 338 -9,998 -27.76% Q2 2026 Jul 31, 2026
CIBC WORLD MARKET INC. History Added to 26,027 1,349 0.0% 0.0% 337 +1,978 8.22% Q2 2026 Aug 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Added to 25,507 1,322 0.19% 0.21% 339 +109 0.43% Q2 2026 Aug 12, 2026
Exit Wealth Advisors, LLC. History Added to 25,395 1,316 0.6% 0.67% 341 +525 2.11% Q2 2026 Aug 11, 2026
FIDUCIENT ADVISORS LLC History Added to 25,390 1,316 0.19% 0.17% 340 +474 1.9% Q2 2026 Aug 07, 2026
First PREMIER Bank History Reduced 25,076 1,300 0.21% 0.31% 342 -47 -0.19% Q2 2026 Jul 15, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 24,748 1,283 0.68% 0.78% 343 -290 -1.16% Q2 2026 Jul 13, 2026
Beirne Wealth Consulting Services, LLC History Added to 24,569 1,273 0.25% 0.36% 344 +126 0.52% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History Added to 24,060 1,266 0.05% 0.05% 345 +3,863 19.13% Q2 2026 Jul 09, 2026
Bullseye Investment Management, LLC History Reduced 24,312 1,260 0.62% 0.74% 346 -1,890 -7.21% Q2 2026 Sep 11, 2026
LANARK FINANCIAL, INC. History Added to 24,266 1,258 0.09% 0.09% 347 +1,343 5.86% Q2 2026 Jul 21, 2026
Invst, LLC History Added to 24,254 1,257 0.12% 0.12% 348 +3,238 15.41% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History Added to 24,046 1,246 0.01% 0.01% 349 +759 3.26% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 23,982 1,243 0.05% 0.09% 350 -11,399 -32.22% Q2 2026 Jul 27, 2026
Legacy Advisors, LLC History New 23,300 1,208 0.11% — 351 +23,300 New Q2 2026 Jul 24, 2026
Wellington Shields Capital Management, LLC History Added to 23,135 1,199 0.15% 0.13% 352 +6,350 37.83% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 23,059 1,190 0.07% 0.09% 353 -2,212 -8.75% Q2 2026 Jul 22, 2026
Snowden Capital Advisors LLC History Reduced 22,881 1,186 0.03% 0.03% 354 -286 -1.23% Q2 2026 Aug 13, 2026
Granite Group Advisors, LLC History Reduced 22,593 1,171 0.69% 0.82% 355 -3,000 -11.72% Q2 2026 Jul 23, 2026
Baird Financial Group, Inc. History Reduced 22,491 1,166 0.0% 0.0% 356 -860 -3.68% Q2 2026 Aug 12, 2026
PUFF WEALTH MANAGEMENT, LLC History New 22,004 1,140 1.16% — 358 +22,004 New Q2 2026 Jul 08, 2026
Raab & Moskowitz Asset Management LLC History Added to 21,997 1,140 0.23% 0.24% 357 +1,786 8.84% Q2 2026 Jul 28, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 21,926 1,136 0.53% 0.65% 359 -2,274 -9.4% Q2 2026 Aug 13, 2026
Aurora Private Wealth, Inc. History Reduced 21,739 1,127 0.72% 0.9% 360 -4,056 -15.72% Q2 2026 Jul 21, 2026
WealthTrust Axiom LLC History Added to 21,654 1,122 0.25% 0.27% 361 +880 4.24% Q2 2026 Aug 11, 2026
Fullerton Advisors, LLC History Added to 21,571 1,118 1.05% 1.14% 362 +683 3.27% Q2 2026 Jul 27, 2026
Westside Investment Management, Inc. History Reduced 21,548 1,117 0.15% 0.21% 363 -4,180 -16.25% Q2 2026 Jul 27, 2026
FWG Holdings, LLC History Reduced 20,108 1,105 0.38% 0.4% 364 -245 -1.2% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History Added to 21,208 1,099 0.35% 0.38% 365 +56 0.26% Q2 2026 Jul 28, 2026
TCFG Investment Advisors, LLC History Reduced 21,173 1,097 0.37% 0.67% 366 -13,065 -38.16% Q2 2026 Jul 17, 2026
Quantum Portfolio Management LLC History Added to 21,109 1,094 0.39% 0.48% 367 +286 1.37% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History Reduced 20,957 1,086 0.07% 0.08% 368 -91 -0.43% Q2 2026 Aug 12, 2026
DEARBORN PARTNERS LLC History No change 20,623 1,085 0.06% 0.06% 369 0 0.0% Q2 2026 Aug 13, 2026
Mezzasalma Advisors, LLC History Reduced 20,701 1,073 0.22% 0.36% 370 -5,715 -21.63% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 20,561 1,066 0.12% 0.12% 371 +2,654 14.82% Q2 2026 Jul 10, 2026
Activest Wealth Management History Reduced 20,384 1,056 0.2% 0.39% 372 -21,994 -51.9% Q2 2026 Jul 16, 2026
Genesis Financial Group, LLC History Added to 20,282 1,051 0.68% 0.66% 373 +540 2.74% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History Added to 20,171 1,045 0.01% 0.01% 374 +1,000 5.22% Q2 2026 Aug 07, 2026
J. Safra Sarasin Holding AG History No change 20,000 1,037 0.01% 0.02% 375 0 0.0% Q2 2026 Jul 31, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 19,976 1,035 0.14% 0.15% 376 +30 0.15% Q2 2026 Jul 22, 2026
Indie Asset Partners, LLC History Added to 19,950 1,034 0.99% 1.08% 377 +2,000 11.14% Q2 2026 Aug 07, 2026
FIRST MERCHANTS CORP History Reduced 19,932 1,033 0.04% 0.04% 378 -1,055 -5.03% Q2 2026 Jul 15, 2026
Auour Investments LLC History Added to 19,818 1,027 0.29% 0.33% 379 +107 0.54% Q2 2026 Jul 21, 2026
BBR PARTNERS, LLC History No change 19,739 1,023 0.05% 0.06% 380 0 0.0% Q2 2026 Aug 11, 2026
NOVEM GROUP History Added to 19,681 1,020 0.1% 0.12% 382 +549 2.87% Q2 2026 Jul 21, 2026
Keebeck Wealth Management History Added to 19,687 1,020 0.1% 0.12% 381 +86 0.44% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 19,425 1,007 0.05% 0.06% 383 +181 0.94% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History Added to 19,362 1,004 0.04% 0.04% 384 +3,292 20.49% Q2 2026 Aug 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 19,311 1,001 0.46% 0.54% 385 -11 -0.06% Q2 2026 Aug 13, 2026
Perissos Private Wealth Management, LLC History Reduced 19,114 991 0.67% 0.92% 386 -1,068 -5.29% Q2 2026 Aug 13, 2026
Value Investment Professionals, LLC History New 28,631 987 0.83% — 387 +28,631 New Q2 2026 Jul 07, 2026
Fortress Financial Solutions, LLC History No change 18,606 979 1.02% 1.02% 388 0 0.0% Q1 2026 May 04, 2026
Sunbelt Securities, Inc. History No change 18,499 973 0.06% 0.06% 389 0 0.0% Q1 2026 May 15, 2026
Disciplined Investors, L.L.C. History Reduced 18,613 965 0.48% 0.62% 390 -1,165 -5.89% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 18,559 962 0.02% 0.03% 391 -307 -1.63% Q2 2026 Jul 02, 2026
Wealthfront Advisers LLC History Added to 18,503 959 0.0% 0.0% 392 +1,645 9.76% Q2 2026 Aug 07, 2026
Summit Financial, LLC History Reduced 18,484 958 0.01% 0.01% 393 -153 -0.82% Q2 2026 Aug 12, 2026
Titiun Yejiel History New 67,570 954 0.83% — 395 +67,570 New Q2 2026 Aug 06, 2026
one8zero8, LLC History Added to 18,400 954 0.19% 0.2% 394 +1,000 5.75% Q2 2026 Aug 10, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 18,379 952 0.15% 0.17% 396 -595 -3.14% Q2 2026 Aug 06, 2026
Mattern Wealth Management LLC History Added to 18,250 946 0.16% 0.15% 397 +4,000 28.07% Q2 2026 Jul 23, 2026
Everest Financial Group LLC History Reduced 18,128 939 0.13% 0.19% 398 -4,172 -18.71% Q2 2026 Aug 10, 2026
Schuylkill Financial LLC History New 17,878 926 0.86% — 399 +17,878 New Q2 2026 Aug 07, 2026
NVWM, LLC History Reduced 17,803 923 0.19% 0.24% 400 -2,753 -13.39% Q2 2026 Jul 28, 2026
Argent Advisors, Inc. History Added to 17,652 915 0.23% 0.06% 401 +13,700 346.66% Q2 2026 Aug 05, 2026
TMB Capital Partners, LLC History Reduced 17,607 912 0.28% 0.31% 402 -24 -0.14% Q2 2026 Jul 24, 2026
Cypress Wealth Services, LLC History Added to 17,580 911 0.11% 0.12% 403 +1,719 10.84% Q2 2026 Jul 10, 2026
Onyx Bridge Wealth Group LLC History Added to 17,388 901 0.08% 0.1% 404 +304 1.78% Q2 2026 Jul 23, 2026
Wealthspire Retirement, LLC History Reduced 16,933 877 0.05% 0.05% 405 -238 -1.39% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History Reduced 16,818 872 0.02% 0.02% 406 -3,649 -17.83% Q2 2026 Jul 09, 2026
Hollow Brook Wealth Management LLC History Added to 16,642 862 0.17% 0.22% 407 +181 1.1% Q2 2026 Aug 14, 2026
A. D. Beadell Investment Counsel, Inc. History Added to 16,530 857 0.55% 0.42% 408 +3,930 31.19% Q2 2026 Jul 15, 2026
Douglass Winthrop Advisors, LLC History Added to 16,500 855 0.01% 0.01% 409 +1,500 10.0% Q2 2026 Aug 13, 2026
Ulland Investment Advisors, LLC History Added to 16,480 854 0.63% 0.69% 410 +1,185 7.75% Q2 2026 Jul 16, 2026
Curi Capital, LLC History Added to 16,424 851 0.01% 0.01% 411 +776 4.96% Q2 2026 Aug 14, 2026
McGowan Group Asset Management, Inc. History Added to 16,269 843 0.1% 0.11% 412 +4 0.02% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History Added to 16,182 839 0.0% 0.0% 413 +1,106 7.34% Q2 2026 Aug 14, 2026
WMG Financial Advisors, LLC History Reduced 16,167 838 0.32% 0.39% 414 -1,600 -9.01% Q2 2026 Jul 23, 2026
Sound Financial Strategies Group, LLC History Added to 16,106 835 0.53% 0.57% 415 +299 1.89% Q2 2026 Aug 10, 2026
Brookwood Investment Group LLC History Reduced 16,027 831 0.09% 0.14% 417 -5,664 -26.11% Q2 2026 Jul 23, 2026
MAI Capital Management History Added to 16,038 831 0.0% 0.0% 416 +3,954 32.72% Q2 2026 Aug 14, 2026
Novak & Powell Financial Services, Inc. History Added to 15,973 828 0.39% 0.45% 418 +169 1.07% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History Added to 15,911 824 0.1% 0.11% 419 +449 2.9% Q2 2026 Aug 11, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Reduced 15,136 817 0.32% 0.4% 420 -2,000 -11.67% Q2 2026 Aug 12, 2026
HFG Wealth Management, LLC History Reduced 15,478 802 0.81% 1.01% 421 -19,571 -55.84% Q2 2026 Aug 12, 2026
CPA Asset Management Group, LLC History No change 15,424 799 0.23% 0.27% 422 0 0.0% Q2 2026 Jul 09, 2026
Collaborative Capital Advisors LLC History New 15,406 798 0.5% — 423 +15,406 New Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History Added to 15,203 788 0.03% 0.02% 424 +6,321 71.17% Q2 2026 Aug 14, 2026
L & S Advisors Inc History Reduced 15,173 786 0.08% 0.68% 425 -87,085 -85.16% Q2 2026 Aug 12, 2026
Fortis Advisors, LLC History Added to 15,161 786 0.37% 0.39% 426 +283 1.9% Q2 2026 Aug 13, 2026
Tempus Wealth Planning, LLC History Reduced 15,111 783 0.15% 0.36% 427 -15,000 -49.82% Q2 2026 Jul 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 15,056 780 0.02% 0.04% 428 -6,330 -29.6% Q2 2026 Aug 10, 2026
OneDigital Investment Advisors LLC History Added to 14,991 777 0.01% 0.01% 429 +3,223 27.39% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History Added to 14,982 776 0.02% 0.02% 430 +2,222 17.41% Q2 2026 Aug 11, 2026
HEFFERNAN ADVISORY, INC History Reduced 14,928 774 0.65% 0.77% 431 -808 -5.13% Q2 2026 Jul 21, 2026
Allspring Global Investments Holdings, LLC History Added to 14,801 764 0.0% 0.0% 433 +501 3.5% Q2 2026 Aug 13, 2026
Cordoba Advisory Partners LLC History Added to 14,742 764 0.16% 0.21% 434 +259 1.79% Q2 2026 Jul 21, 2026
FRANKLIN RESOURCES INC History Reduced 14,738 764 0.0% 0.0% 432 -146 -0.98% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 14,700 762 0.01% 0.0% 435 +10,728 270.09% Q2 2026 Jul 28, 2026
Allred Capital Management, LLC History Added to 14,658 759 0.25% 0.23% 436 +2,567 21.23% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 14,540 753 0.01% 0.01% 438 -663 -4.36% Q2 2026 Aug 06, 2026
Trilogy Capital Inc. History Added to 14,532 753 0.03% 0.03% 437 +92 0.64% Q2 2026 Jul 02, 2026
Hurley Capital, LLC History Added to 14,519 752 0.39% 0.39% 439 +678 4.9% Q2 2026 Aug 10, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 14,360 744 0.22% 0.24% 440 -19 -0.13% Q2 2026 Aug 04, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 14,342 743 0.18% 0.21% 441 +254 1.8% Q2 2026 Jul 30, 2026
Hamilton Wealth, LLC History Added to 14,183 735 0.13% 0.14% 442 +173 1.23% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History Added to 14,142 733 0.0% 0.0% 443 +4,790 51.22% Q2 2026 Aug 13, 2026
Claris Financial LLC History No change 13,731 722 0.4% 0.4% 444 0 0.0% Q1 2026 May 18, 2026
Fort Sheridan Advisors LLC History Added to 13,819 716 0.08% 0.08% 445 +1,502 12.19% Q2 2026 Aug 05, 2026
FF Advisors,LLC History No change 13,788 714 0.27% 0.29% 446 0 0.0% Q2 2026 Jul 29, 2026
Rockport Wealth LLC History Added to 13,743 712 0.12% 0.12% 448 +809 6.25% Q2 2026 Jul 27, 2026
Pinion Investment Advisors, LLC History Added to 13,744 712 0.14% 0.17% 447 +181 1.33% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History Added to 13,686 709 0.02% 0.02% 449 +1,301 10.5% Q2 2026 Aug 13, 2026
PINNACLE ASSOCIATES LTD History New 13,665 708 0.01% — 450 +13,665 New Q2 2026 Aug 03, 2026
Ethos Financial Group, LLC History Added to 13,158 707 0.05% 0.04% 451 +2,453 22.91% Q2 2026 Aug 07, 2026
Fiduciary Group, LLC History Added to 13,450 697 0.05% 0.05% 452 +2,700 25.12% Q2 2026 Aug 10, 2026
Vigilare Wealth Management History No change 13,121 680 0.21% 0.23% 453 0 0.0% Q2 2026 Jul 06, 2026
Miller Investment Management, LP History No change 13,079 678 0.06% 0.07% 454 0 0.0% Q2 2026 Aug 13, 2026
Thompson David Blair History Added to 13,017 674 0.34% 0.38% 455 +258 2.02% Q2 2026 Aug 14, 2026
Operose Advisors LLC History Added to 12,980 673 0.13% 0.14% 456 +1,892 17.06% Q2 2026 Aug 13, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Added to 12,880 667 0.18% 0.18% 457 +2,090 19.37% Q2 2026 Jul 27, 2026
Meadowbrook Wealth Management, LLC History Added to 12,883 665 0.72% 0.81% 458 +1,250 10.75% Q2 2026 Jul 06, 2026
Endowment Wealth Management, Inc. History Added to 12,809 664 0.26% 0.29% 459 +293 2.34% Q2 2026 Aug 05, 2026
Ballast Rock Private Wealth LLC History No change 12,759 661 0.31% 0.37% 460 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History Added to 12,709 658 0.02% 0.02% 461 +297 2.39% Q2 2026 Aug 05, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 12,708 658 0.24% 0.28% 462 +174 1.39% Q2 2026 Jul 21, 2026
Venture Visionary Partners LLC History Added to 12,689 657 0.02% 0.02% 463 +75 0.59% Q2 2026 Jul 27, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 12,605 653 0.16% 0.17% 464 +770 6.51% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History Reduced 12,575 652 0.07% 0.11% 465 -1,496 -10.63% Q2 2026 Aug 06, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Added to 12,494 647 0.48% 0.53% 467 +246 2.01% Q2 2026 Jul 28, 2026
BOKF, NA History No change 12,495 647 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 10, 2026
Sunbeam Capital Management, LLC History Reduced 12,261 635 0.29% 0.37% 468 -190 -1.53% Q2 2026 Jul 14, 2026
Brookstone Capital Management History Added to 12,218 633 0.01% 0.01% 469 +1,441 13.37% Q2 2026 Jul 15, 2026
Advocacy Wealth Management, LLC History Added to 12,180 631 0.02% 0.03% 470 +696 6.06% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History Added to 12,131 628 0.0% 0.0% 471 +5,092 72.34% Q2 2026 Sep 23, 2026
Texas Bank & Trust Co History Added to 12,064 625 0.2% 0.14% 472 +4,850 67.23% Q2 2026 Jul 31, 2026
REGIONS FINANCIAL CORP History No change 12,000 622 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 11,962 620 0.14% 0.16% 474 -366 -2.97% Q2 2026 Aug 07, 2026
DDFG, Inc History Reduced 11,884 616 0.12% 0.16% 475 -2,467 -17.19% Q2 2026 Jul 28, 2026
Provenance Wealth Advisors, LLC History No change 11,880 615 0.06% 0.07% 476 0 0.0% Q2 2026 Jul 24, 2026
VestGen Investment Management History Added to 11,857 614 0.33% 0.21% 477 +4,589 63.14% Q2 2026 Jul 31, 2026
J2 Capital Management Inc History Added to 11,729 608 0.41% 0.42% 478 +108 0.93% Q2 2026 Jul 20, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 11,150 578 0.06% 0.07% 479 -11,150 -50.0% Q2 2026 Jul 16, 2026
ZACKS INVESTMENT MANAGEMENT History No change 10,941 567 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 13, 2026
Edge Wealth Management LLC History Added to 10,899 565 0.1% 0.08% 481 +1,609 17.32% Q2 2026 Jul 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 10,863 563 0.01% 0.01% 482 +5 0.05% Q2 2026 Aug 10, 2026
Waldron Private Wealth LLC History No change 10,847 562 0.02% 0.02% 483 0 0.0% Q2 2026 Jul 20, 2026
Lionhunter Capital Management, LLC History New 10,800 559 0.25% — 484 +10,800 New Q2 2026 Aug 13, 2026
Aspen Wealth Management LLC History No change 10,729 556 0.09% 0.11% 485 0 0.0% Q2 2026 Jul 31, 2026
WEALTH EFFECTS LLC History Reduced 10,694 554 0.15% 0.2% 486 -61 -0.57% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History Reduced 10,666 553 0.04% 0.05% 488 -764 -6.68% Q2 2026 Aug 14, 2026
Walker Asset Management, LLC History Reduced 10,672 553 0.28% 0.31% 487 -135 -1.25% Q2 2026 Jul 10, 2026
GM Advisory Group, LLC History No change 10,492 552 0.02% 0.02% 489 0 0.0% Q1 2026 Apr 28, 2026
Strategic Wealth Partners, Ltd. History Reduced 10,608 550 0.03% 0.04% 490 -479 -4.32% Q2 2026 Aug 12, 2026
Beaumont Financial Advisors, LLC History Added to 10,595 549 0.03% 0.04% 491 +633 6.35% Q2 2026 Aug 04, 2026
Arete Wealth Advisors, LLC History Reduced 10,562 547 0.04% 0.05% 492 -989 -8.56% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Reduced 10,530 545 0.01% 0.03% 493 -16,588 -61.17% Q2 2026 Aug 05, 2026
PATTEN & PATTEN INC/TN History No change 10,444 541 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 05, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 10,000 540 0.02% 0.02% 495 0 0.0% Q2 2026 Jul 23, 2026
SAXON INTERESTS, INC. History Added to 10,364 537 0.15% 0.18% 497 +362 3.62% Q2 2026 Aug 12, 2026
Segment Wealth Management, LLC History No change 10,375 537 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 16, 2026
Laird Norton Wetherby Trust Company, LLC History No change 10,321 535 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,269 532 0.0% 0.0% 499 -92 -0.89% Q2 2026 Aug 07, 2026
Register Financial Advisors LLC History Added to 10,256 531 0.16% 0.2% 500 +31 0.3% Q2 2026 Jul 15, 2026
Bramshill Investments, LLC History Added to 10,193 528 0.04% 0.05% 501 +193 1.93% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 10,200 528 0.09% 0.11% 502 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History Reduced 10,141 525 0.01% 0.08% 504 -126,896 -92.6% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 10,128 525 0.0% 0.0% 503 -582 -5.43% Q2 2026 Aug 14, 2026
NorthStar Asset Management LLC /NJ/ History Reduced 10,078 522 0.21% 0.26% 507 -29 -0.29% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 10,080 522 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 04, 2026
Ballew Advisors, Inc History No change 10,032 522 0.27% 0.3% 506 0 0.0% Q2 2026 Jul 07, 2026
Meridian Wealth Management, LLC History Added to 10,063 521 0.02% 0.01% 508 +3,374 50.44% Q2 2026 Aug 05, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 10,026 519 0.05% 0.04% 509 +2,725 37.32% Q2 2026 Jul 28, 2026
Castleview Partners, LLC History Added to 9,929 514 0.23% 0.26% 510 +425 4.47% Q2 2026 Jul 20, 2026
Anchor Investment Management, LLC History Added to 9,800 508 0.04% 0.04% 511 +21 0.21% Q2 2026 Sep 15, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 9,785 507 0.4% 0.42% 512 +223 2.33% Q2 2026 Aug 14, 2026
Advisory Advocates, LLC History Reduced 9,793 507 0.43% 0.54% 513 -200 -2.0% Q2 2026 Aug 10, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 9,753 505 0.21% 0.23% 514 +625 6.85% Q2 2026 Aug 11, 2026
Arlington Financial Advisors, LLC History No change 9,500 492 0.06% 0.07% 515 0 0.0% Q2 2026 Jul 22, 2026
Total Clarity Wealth Management, Inc. History Reduced 9,473 491 0.1% 0.12% 516 -420 -4.25% Q2 2026 Jul 23, 2026
Investment Planning Advisors, Inc. History Reduced 9,345 484 0.11% 0.14% 517 -20 -0.21% Q2 2026 Jul 23, 2026
Gateway Wealth Partners, LLC History Reduced 9,304 482 0.03% 0.04% 518 -9,424 -50.32% Q2 2026 Aug 04, 2026
URS Advisory LLC History Reduced 9,303 482 0.27% 0.36% 519 -129 -1.37% Q2 2026 Jul 27, 2026
Kastel Capital Advisors, LLC History Added to 9,104 479 0.3% 0.26% 520 +25 0.28% Q2 2026 Jul 09, 2026
Opal Wealth Advisors, LLC History Added to 9,164 475 0.1% 0.1% 521 +595 6.94% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History Added to 9,075 470 0.01% 0.01% 522 +1,153 14.55% Q2 2026 Aug 10, 2026
MCDONALD PARTNERS LLC History No change 9,000 466 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 28, 2026
Savvy Advisors, Inc. History Reduced 8,954 464 0.01% 0.02% 525 -1,744 -16.3% Q2 2026 Aug 03, 2026
SAPIENT CAPITAL LLC History No change 8,949 464 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 09, 2026
Aspen Grove Capital, LLC History No change 8,930 463 0.07% 0.09% 526 0 0.0% Q2 2026 Aug 14, 2026
STAR Financial Bank History Reduced 8,804 456 0.19% 0.24% 527 -762 -7.97% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 8,749 453 0.04% 0.05% 528 -498 -5.39% Q2 2026 Aug 11, 2026
Innovative Asset Advisors Group, LLC History Added to 8,726 452 0.2% 0.26% 529 +105 1.22% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History Added to 8,691 450 0.18% 0.18% 530 +1,379 18.86% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History Added to 8,684 450 0.02% 0.03% 531 +164 1.92% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 8,674 449 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 29, 2026
Windsor Advisory Group, LLC History No change 8,650 448 0.33% 0.38% 533 0 0.0% Q2 2026 Aug 14, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 8,625 447 0.31% 0.31% 534 0 0.0% Q2 2026 Jul 10, 2026
Ergawealth Advisors, Inc. History Reduced 8,579 444 0.17% 0.21% 535 -375 -4.19% Q2 2026 Aug 07, 2026
Capital Investment Advisory Services, LLC History Reduced 8,535 442 0.03% 0.04% 536 -1,290 -13.13% Q2 2026 Jul 23, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 8,536 442 0.06% 0.07% 537 -92 -1.07% Q2 2026 Jul 13, 2026
DOVER ADVISORS, LLC History Reduced 9,368 440 0.18% 0.23% 538 -1,358 -12.66% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History Added to 8,420 436 0.0% 0.0% 539 +2,646 45.83% Q2 2026 Jul 20, 2026
Prepared Retirement Institute LLC History Added to 8,413 436 0.19% 0.21% 540 +203 2.47% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History Added to 8,340 432 0.01% 0.01% 541 +4 0.05% Q2 2026 Aug 14, 2026
RFP Financial Group LLC History No change 8,289 429 0.19% 0.24% 542 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History Reduced 8,216 426 0.04% 0.05% 543 -403 -4.68% Q2 2026 Aug 10, 2026
Index Technologies Group LLC History Added to 8,211 425 0.34% 0.47% 544 +45 0.55% Q2 2026 Aug 14, 2026
Summit Investment Advisory Services, LLC History Added to 8,194 424 0.11% 0.16% 545 +103 1.27% Q2 2026 Jul 24, 2026
Oregon Pacific Wealth Management, LLC History Added to 8,162 423 0.4% 0.34% 546 +1,997 32.39% Q2 2026 Jul 22, 2026
WESBANCO BANK INC History Added to 8,148 422 0.01% 0.01% 547 +500 6.54% Q2 2026 Jul 28, 2026
ATLAS CAPITAL ADVISORS INC. History No change 8,141 422 0.05% 0.05% 548 0 0.0% Q2 2026 Aug 13, 2026
Kercheville Advisors, LLC History No change 8,150 422 0.13% 0.14% 549 0 0.0% Q2 2026 Jul 30, 2026
Keystone Financial Group History Added to 8,104 420 0.02% 0.03% 550 +913 12.7% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History Reduced 8,000 414 0.01% 0.01% 552 -71 -0.88% Q2 2026 Jul 27, 2026
First Western Trust Bank History No change 8,000 414 0.02% 0.02% 551 0 0.0% Q2 2026 Jul 29, 2026
Pingora Partners LLC History Added to 7,918 410 0.24% 0.24% 553 +60 0.76% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History Added to 7,892 409 0.08% 0.06% 554 +2,315 41.51% Q2 2026 Jul 15, 2026
Shulman DeMeo Asset Management LLC History Reduced 7,720 400 0.07% 0.09% 555 -272 -3.4% Q2 2026 Jul 08, 2026
Teamwork Financial Advisors, LLC History Reduced 7,669 397 0.04% 0.04% 556 -194 -2.47% Q2 2026 Jul 08, 2026
TME FINANCIAL, INC. History Reduced 7,620 395 0.24% 0.29% 557 -357 -4.48% Q2 2026 Jul 23, 2026
J. L. Bainbridge & Co., Inc. History Added to 7,568 392 0.03% 0.03% 559 +1,888 33.24% Q2 2026 Jul 22, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 7,568 392 0.2% 0.25% 560 -228 -2.92% Q2 2026 Aug 05, 2026
CAPITAL ADVISORS INC/OK History Added to 7,563 392 0.01% 0.01% 558 +200 2.72% Q2 2026 Jul 22, 2026
Nuveen, LLC History New 7,522 390 0.0% — 561 +7,522 New Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,500 388 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 7,471 385 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 7,423 384 0.02% 0.03% 564 -171 -2.25% Q2 2026 Jul 13, 2026
49 WEALTH MANAGEMENT, LLC History New 7,310 379 0.07% — 566 +7,310 New Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History New 7,310 379 0.07% — 567 +7,310 New Q2 2026 Aug 14, 2026
Mach-1 Financial Group, LLC History Reduced 7,310 379 0.15% 0.15% 565 -550 -7.0% Q2 2026 Jul 29, 2026
COURIER CAPITAL LLC History Added to 7,279 377 0.02% 0.02% 568 +74 1.03% Q2 2026 Jul 16, 2026
Ascentis Wealth Management, LLC History No change 7,243 375 0.06% 0.07% 569 0 0.0% Q2 2026 Jul 30, 2026
Alpha Omega Wealth Management LLC History Added to 7,186 372 0.06% 0.06% 570 +47 0.66% Q2 2026 Jul 20, 2026
Visionary Wealth Advisors History No change 7,180 372 0.01% 0.02% 571 0 0.0% Q2 2026 Aug 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 7,155 370 0.06% 0.07% 572 +96 1.36% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 7,100 368 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 10, 2026
RDA Financial Network History No change 7,107 368 0.08% 0.09% 574 0 0.0% Q2 2026 Jul 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 7,090 367 0.07% 0.07% 576 +2,245 46.34% Q2 2026 Jul 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 7,080 367 0.0% 0.0% 575 -348 -4.68% Q2 2026 Aug 13, 2026
Gutierrez Wealth Advisory, LLC History No change 7,070 366 0.21% 0.23% 577 0 0.0% Q2 2026 Aug 03, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 7,020 363 0.04% 0.05% 578 +120 1.74% Q2 2026 Aug 04, 2026
Clear Trail Advisors, LLC History Added to 6,995 362 0.06% 0.06% 579 +52 0.75% Q2 2026 Jul 21, 2026
Integrity Advisory Solutions, LLC History No change 6,937 359 0.04% 0.05% 580 0 0.0% Q2 2026 Jul 31, 2026
Burnham & Co LLC History New 6,844 354 0.29% — 582 +6,844 New Q2 2026 Aug 11, 2026
STABLEFORD CAPITAL II LLC History Reduced 6,829 354 0.12% 0.14% 581 -113 -1.63% Q2 2026 Jul 06, 2026
FIRST FOUNDATION ADVISORS History Added to 6,800 352 0.01% 0.01% 583 +14 0.21% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 6,792 352 0.02% 0.04% 584 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 6,758 350 0.0% 0.0% 585 +3 0.04% Q2 2026 Jul 27, 2026
Synergy Asset Management, LLC History Reduced 6,736 349 0.03% 0.04% 586 -753 -10.05% Q2 2026 Jul 22, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 6,573 340 0.0% 0.0% 587 -275 -4.02% Q2 2026 Jul 28, 2026
INVESTMENT PARTNERS, LTD. History Added to 6,502 337 0.11% 0.1% 588 +1,183 22.24% Q2 2026 Aug 04, 2026
Mayfair Advisory Group, LLC History No change 6,079 334 0.1% 0.11% 589 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History Added to 6,432 333 0.0% 0.0% 590 +1,990 44.8% Q2 2026 Jul 17, 2026
LongView Wealth Management History Added to 6,435 333 0.09% 0.08% 591 +403 6.68% Q2 2026 Jul 17, 2026
Independent Wealth Network Inc. History Added to 6,375 330 0.08% 0.1% 592 +10 0.16% Q2 2026 Jul 20, 2026
FIRST TRUST ADVISORS LP History Added to 6,329 328 0.0% 0.0% 593 +11 0.17% Q2 2026 Aug 11, 2026
K.J. Harrison & Partners Inc History No change 6,314 327 0.05% 0.05% 594 0 0.0% Q2 2026 Aug 07, 2026
PMG Family Office LLC History No change 6,197 321 0.3% 0.36% 595 0 0.0% Q2 2026 Jul 16, 2026
SOA Wealth Advisors, LLC. History Added to 319,249 319 0.05% 0.05% 596 +57,451 21.94% Q2 2026 Jul 21, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 6,053 318 0.1% 0.1% 597 0 0.0% Q1 2026 Apr 21, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 6,114 317 0.01% 0.01% 598 -166 -2.64% Q2 2026 Aug 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 6,098 316 0.01% 0.01% 599 +1,552 34.14% Q2 2026 Jul 21, 2026
Crusonia Wealth Advisors LLC History Added to 6,107 316 0.05% 0.06% 600 +692 12.78% Q2 2026 Jul 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 6,061 314 0.02% 0.02% 601 0 0.0% Q2 2026 Aug 12, 2026
FFT WEALTH MANAGEMENT LLC History No change 6,065 314 0.05% 0.06% 602 0 0.0% Q2 2026 Jul 27, 2026
IHT Wealth Management, LLC History Reduced 6,030 312 0.01% 0.01% 603 -1,685 -21.84% Q2 2026 Aug 14, 2026
MPS Loria Financial Planners, LLC History Added to 6,027 312 0.07% 0.08% 604 +271 4.71% Q2 2026 Jul 30, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 6,000 311 0.04% 0.05% 605 0 0.0% Q2 2026 Jul 20, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 5,941 308 0.13% 0.11% 606 +1,534 34.81% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History Added to 5,937 307 0.0% 0.0% 607 +5,872 9033.85% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History New 5,892 305 0.06% — 608 +5,892 New Q2 2026 Aug 04, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 5,880 304 0.03% 0.03% 609 +478 8.85% Q2 2026 Jul 09, 2026
Capital Asset Advisory Services LLC History Added to 5,832 302 0.01% 0.01% 610 +1,680 40.46% Q2 2026 Aug 14, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 5,830 302 0.09% 0.11% 611 -450 -7.17% Q2 2026 Jul 22, 2026
L.K. Benson & Company, P.C. History Reduced 5,818 301 0.09% 0.15% 612 -3,048 -34.38% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History Added to 5,760 298 0.01% 0.01% 613 +3,218 126.59% Q2 2026 Jul 20, 2026
Obermeyer Wealth Partners History Reduced 5,726 296 0.01% 0.01% 614 -464 -7.5% Q2 2026 Jul 29, 2026
Krilogy Financial LLC History Reduced 5,692 295 0.01% 0.01% 615 -42 -0.73% Q2 2026 Jul 27, 2026
Trask Adam Roland History No change 5,594 294 0.28% 0.28% 616 0 0.0% Q1 2026 May 15, 2026
Premier Path Wealth Partners, LLC History Added to 5,659 293 0.03% 0.04% 617 +24 0.43% Q2 2026 Jul 21, 2026
Richard C. Young & CO., LTD. History Added to 5,608 290 0.02% 0.02% 618 +31 0.56% Q2 2026 Jul 28, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 5,594 290 0.02% 0.02% 620 +9 0.16% Q2 2026 Aug 06, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 5,600 290 0.11% 0.12% 619 0 0.0% Q2 2026 Aug 07, 2026
QUANTUM FINANCIAL PARTNERS LLC History New 5,588 289 0.15% — 621 +5,588 New Q2 2026 Jul 20, 2026
Washington Trust Advisors, Inc. History Reduced 5,539 287 0.02% 0.02% 623 -128 -2.26% Q2 2026 Jul 29, 2026
Nalls Sherbakoff Group, LLC History Added to 5,551 287 0.2% 0.21% 622 +7 0.13% Q2 2026 Aug 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,482 284 0.05% 0.06% 624 +23 0.42% Q2 2026 Aug 06, 2026
Reyes Financial Architecture, Inc. History Reduced 5,379 278 0.16% 1.08% 625 -19,722 -78.57% Q2 2026 Jul 16, 2026
INVESTED ADVISORS History Added to 5,312 275 0.24% 0.2% 626 +1,480 38.62% Q2 2026 Aug 04, 2026
Hilltop National Bank History No change 5,300 274 0.06% 0.07% 627 0 0.0% Q2 2026 Jul 01, 2026
Wealthcare Capital Partners, LLC History Reduced 5,276 273 0.11% 0.13% 628 -122 -2.26% Q2 2026 Jul 09, 2026
SFMG, LLC History Reduced 5,219 270 0.02% 0.02% 629 -590 -10.16% Q2 2026 Aug 13, 2026
SUMMIT SECURITIES GROUP LLC History New 5,200 269 0.03% — 631 +5,200 New Q2 2026 Aug 03, 2026
Westbourne Investment Advisors, Inc. History Reduced 5,200 269 0.07% 0.12% 630 -2,500 -32.47% Q2 2026 Jul 27, 2026
Future Financial Wealth Managment LLC History Reduced 4,883 268 0.17% 0.28% 632 -3,546 -42.07% Q2 2026 Jul 24, 2026
Millennium Capital Advisors, LLC History Added to 5,137 266 0.15% 0.16% 634 +29 0.57% Q2 2026 Jul 28, 2026
FIDUCIARY TRUST CO History No change 5,135 266 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 13, 2026
Pine Valley Investments Ltd Liability Co History New 5,117 265 0.01% — 636 +5,117 New Q2 2026 Jul 24, 2026
Investment Research Partners LLC History Reduced 5,116 265 0.09% 0.11% 635 -17 -0.33% Q2 2026 Aug 04, 2026
Institute for Wealth Management, LLC. History Reduced 5,102 264 0.02% 0.03% 637 -98 -1.88% Q2 2026 Jul 28, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 5,091 263 0.09% 0.1% 638 +29 0.57% Q2 2026 Aug 06, 2026
Intellectus Partners, LLC History Added to 5,066 262 0.05% 0.05% 639 +52 1.04% Q2 2026 Aug 12, 2026
Envision Financial LLC History No change 5,057 262 0.12% 0.14% 640 0 0.0% Q2 2026 Jul 10, 2026
Moors & Cabot, Inc. History Added to 5,039 261 0.01% 0.01% 641 +4 0.08% Q2 2026 Aug 10, 2026
Financial Insights, Inc. History Added to 5,029 260 0.07% 0.09% 642 +19 0.38% Q2 2026 Aug 25, 2026
KICKSTAND VENTURES, LLC. History Reduced 4,989 258 0.05% 0.07% 644 -924 -15.63% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 4,994 258 0.0% 0.01% 643 0 0.0% Q2 2026 Jul 31, 2026
Vident Advisory, LLC History No change 4,968 257 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 4,650 254 0.08% 0.08% 646 0 0.0% Q2 2026 Jul 23, 2026
Provident Wealth Management, LLC History Reduced 4,863 252 0.06% 0.08% 647 -233 -4.57% Q2 2026 Aug 04, 2026
Beaumont Asset Management, L.L.C. History Reduced 4,748 246 0.1% 0.14% 648 -1,068 -18.36% Q2 2026 Jul 22, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 4,735 246 0.16% 0.17% 649 +88 1.89% Q2 2026 Aug 13, 2026
Redwood Family Wealth LLC History Added to 4,747 246 0.22% 0.24% 650 +50 1.06% Q2 2026 Aug 04, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History Reduced 4,743 245 0.21% 0.24% 651 -81 -1.68% Q2 2026 Jul 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 4,693 243 0.02% 0.03% 652 -1,021 -17.87% Q2 2026 Jul 16, 2026
Ignite Planners, LLC History Added to 4,655 241 0.03% 0.03% 653 +637 15.85% Q2 2026 Jul 23, 2026
HBW ADVISORY SERVICES LLC History New 4,619 239 0.02% — 654 +4,619 New Q2 2026 Jul 16, 2026
Interchange Capital Partners, LLC History New 4,578 237 0.04% — 655 +4,578 New Q2 2026 Jul 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 4,562 236 0.0% 0.0% 656 -4,929 -51.93% Q2 2026 Aug 13, 2026
Cadent Capital Advisors, LLC History Added to 4,570 236 0.05% 0.06% 657 +57 1.26% Q2 2026 Jul 13, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 4,524 234 0.03% 0.04% 658 +84 1.89% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History Added to 4,496 233 0.06% 0.06% 660 +36 0.81% Q2 2026 Jul 28, 2026
LYELL WEALTH MANAGEMENT, LP History No change 4,500 233 0.01% 0.02% 659 0 0.0% Q2 2026 Aug 05, 2026
Edgemoor Investment Advisors, Inc. History No change 4,450 230 0.02% 0.02% 661 0 0.0% Q2 2026 Aug 07, 2026
Destiny Wealth Partners, LLC History No change 4,160 230 0.03% 0.02% 662 0 0.0% Q2 2026 Aug 07, 2026
Southland Equity Partners LLC History No change 4,445 230 0.04% 0.05% 663 0 0.0% Q2 2026 Jul 13, 2026
Objective Capital Management, LLC History Reduced 4,416 228 0.2% 0.26% 664 -500 -10.17% Q2 2026 Jul 20, 2026
Icon Wealth Advisors, LLC History Added to 4,374 226 0.01% 0.01% 666 +76 1.77% Q2 2026 Aug 05, 2026
Gilman Hill Asset Management, LLC History No change 4,375 226 0.03% 0.03% 665 0 0.0% Q2 2026 Jul 09, 2026
SEARLE & CO. History No change 4,337 224 0.05% 0.06% 667 0 0.0% Q2 2026 Jul 27, 2026
SURIENCE PRIVATE WEALTH LLC History Reduced 4,315 223 0.2% 4.51% 668 -75,494 -94.59% Q2 2026 Jul 24, 2026
Wealth Management Associates, Inc. History New 4,320 223 0.06% — 669 +4,320 New Q2 2026 Jul 21, 2026
Berger Financial Group, Inc History New 4,273 221 0.01% — 670 +4,273 New Q2 2026 Aug 04, 2026
PEDDOCK CAPITAL ADVISORS, LLC History New 4,258 220 0.04% — 672 +4,258 New Q2 2026 Jul 22, 2026
INSIGHT 2811, INC. History No change 4,247 220 0.09% 0.09% 671 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 4,235 219 0.0% 0.0% 673 -804 -15.96% Q2 2026 Aug 11, 2026
Secure Asset Management, LLC History Added to 4,210 218 0.03% 0.03% 674 +71 1.72% Q2 2026 Jul 15, 2026
LVW Advisors, LLC History New 4,185 216 0.02% — 678 +4,185 New Q2 2026 Jul 15, 2026
HBK Sorce Advisory LLC History New 3,990 216 0.0% — 677 +3,990 New Q2 2026 Aug 06, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 4,170 216 0.06% 0.06% 675 0 0.0% Q2 2026 Aug 10, 2026
Proactive Wealth Strategies LLC History No change 4,168 216 0.03% 0.04% 676 0 0.0% Q2 2026 Aug 10, 2026
Essex Bank History New 4,145 214 0.05% — 679 +4,145 New Q2 2026 Jul 23, 2026
Schear Investment Advisers, LLC History New 4,110 213 0.07% — 681 +4,110 New Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 4,046 213 0.03% — 682 +4,046 New Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 4,118 213 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 11, 2026
Alteri Wealth LLC History New 4,101 212 0.06% — 684 +4,101 New Q2 2026 Jul 29, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 4,102 212 0.02% 0.02% 683 +3 0.07% Q2 2026 Jul 28, 2026
Waterloo Capital, L.P. History New 4,085 211 0.01% — 685 +4,085 New Q2 2026 Jul 29, 2026
Legacy Wealth Partners, LLC History New 4,032 209 0.05% — 689 +4,032 New Q2 2026 Jul 22, 2026
Dana Investment Advisors, Inc. History No change 4,044 209 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 13, 2026
Evolution Wealth Advisors, LLC History No change 4,050 209 0.02% 0.02% 687 0 0.0% Q2 2026 Jul 29, 2026
EVERPAR ADVISORS LLC History No change 4,036 209 0.06% 0.07% 688 0 0.0% Q2 2026 Jul 09, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 4,020 208 0.04% 0.05% 690 +15 0.37% Q2 2026 Jul 23, 2026
Acorn Wealth Advisors, LLC History New 3,996 207 0.05% — 694 +3,996 New Q2 2026 Jul 30, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 4,007 207 0.01% 0.01% 691 -29 -0.72% Q2 2026 Aug 04, 2026
Ridgepath Capital Management LLC History No change 4,000 207 0.09% 0.1% 692 0 0.0% Q2 2026 Aug 20, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 4,000 207 0.14% 0.17% 693 0 0.0% Q2 2026 Aug 11, 2026
1ST SOURCE BANK History Added to 3,981 206 0.01% 0.01% 695 +139 3.62% Q2 2026 Aug 06, 2026
Roxbury Financial LLC History No change 3,766 195 0.15% 0.18% 696 0 0.0% Q2 2026 Jul 01, 2026
FIRST HORIZON CORP History No change 3,689 191 0.01% 0.01% 697 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History Reduced 3,655 189 0.0% 0.01% 698 -45 -1.22% Q2 2026 Aug 14, 2026
10Elms LLP History Added to 3,483 180 0.08% 0.05% 699 +1,961 128.84% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History Added to 3,281 170 0.0% 0.0% 700 +55 1.7% Q2 2026 Jul 27, 2026
Wellington Shields & Co., LLC History No change 3,242 168 0.04% 0.04% 701 0 0.0% Q2 2026 Aug 10, 2026
Holos Integrated Wealth LLC History No change 3,145 166 0.08% 0.08% 702 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Bancorp, Inc. History No change 3,120 161 0.04% 0.05% 703 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 3,092 160 0.02% 0.02% 704 -19 -0.61% Q2 2026 Aug 07, 2026
Allied Private Wealth LLC History New 2,863 152 0.1% — 705 +2,863 New Q2 2026 Jul 09, 2026
Aptus Capital Advisors, LLC History Added to 2,850 147 0.0% 0.0% 706 +812 39.84% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 2,627 136 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History Reduced 2,614 135 0.02% 0.02% 708 -152 -5.5% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History Added to 2,600 134 0.02% 0.02% 709 +850 48.57% Q2 2026 Jul 16, 2026
Redwood Park Advisors LLC History Added to 2,509 130 0.09% 0.06% 710 +684 37.48% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History New 2,467 127 0.06% — 712 +2,467 New Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,464 127 0.05% 0.05% 711 +6 0.24% Q2 2026 Jul 08, 2026
Nova Wealth Management, Inc. History Reduced 2,398 124 0.07% 0.08% 713 -17 -0.7% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,362 122 0.0% 0.0% 714 -1,649 -41.11% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History Added to 2,329 120 0.01% 0.01% 715 +20 0.87% Q2 2026 Jul 13, 2026
Oakmont Advisory Group, LLC History New 2,274 117 0.1% — 716 +2,274 New Q2 2026 Aug 03, 2026
Atlantic Union Bankshares Corp History Reduced 2,210 114 0.0% 0.0% 717 -190 -7.92% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History Added to 2,213 114 0.04% 0.05% 718 +41 1.89% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History New 2,183 113 0.0% — 719 +2,183 New Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History Added to 2,100 108 0.0% 0.0% 720 +39 1.89% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 2,068 107 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Advisors History No change 2,046 106 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,034 105 0.0% 0.0% 723 +487 31.48% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,000 103 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History Reduced 1,971 102 0.01% 0.01% 725 -31 -1.55% Q2 2026 Jul 22, 2026
Anfield Capital Management, LLC History No change 1,911 100 0.03% 0.03% 726 0 0.0% Q1 2026 May 12, 2026
NFSG Corp History Added to 1,875 97 0.01% 0.02% 727 +18 0.97% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History Reduced 1,813 94 0.03% 0.04% 728 -5 -0.28% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History Reduced 1,795 93 0.0% 0.0% 730 -158 -8.09% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History Added to 1,805 93 0.0% 0.0% 729 +22 1.23% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,762 91 0.06% 0.07% 731 0 0.0% Q2 2026 Jul 24, 2026
EASTERN BANK History No change 1,720 89 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 01, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,709 88 0.03% 0.03% 733 -120 -6.56% Q2 2026 Jul 07, 2026
TD Waterhouse Canada Inc. History Added to 1,676 84 0.0% 0.0% 734 +50 3.08% Q2 2026 Jul 27, 2026
Private Wealth Asset Management, LLC History No change 1,620 83 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 11, 2026
SUMMER ROAD LLC History Added to 1,530 79 0.05% 0.06% 736 +6 0.39% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History New 1,494 77 0.0% — 737 +1,494 New Q2 2026 Aug 13, 2026
BROOKFIELD Corp /ON/ History New 1,485 77 0.0% — 738 +1,485 New Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 1,392 72 0.0% 0.0% 739 -3 -0.22% Q2 2026 Jul 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,300 67 0.01% 0.03% 740 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 1,200 62 0.0% — 743 +1,200 New Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History Reduced 1,133 62 0.01% 0.01% 741 -578 -33.78% Q2 2026 Jul 29, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 1,203 62 0.04% 0.05% 742 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 1,188 61 0.05% 0.06% 744 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,125 59 0.0% 0.01% 745 -4,100 -78.47% Q2 2026 Jul 27, 2026
Friedenthal Financial History Reduced 1,102 57 0.03% 0.11% 746 -2,925 -72.63% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History Added to 1,042 54 0.0% 0.0% 747 +1 0.1% Q2 2026 Aug 05, 2026
Spire Wealth Management History Added to 972 50 0.0% 0.0% 748 +1 0.1% Q2 2026 Jul 15, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 945 48 0.03% 0.04% 749 0 0.0% Q2 2026 Jul 06, 2026
Arlington Trust Co LLC History No change 910 47 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 07, 2026
Crews Bank & Trust History Added to 900 46 0.01% 0.01% 751 +100 12.5% Q2 2026 Jul 16, 2026
MCF Advisors LLC History New 880 45 0.0% — 752 +880 New Q2 2026 Aug 12, 2026
Citizens National Bank Trust Department History Reduced 860 44 0.01% 0.01% 753 -400 -31.75% Q2 2026 Jul 22, 2026
FIRST UNITED BANK & TRUST History No change 834 43 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 20, 2026
City State Bank History No change 837 43 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 14, 2026
Buck Wealth Strategies, LLC History New 815 42 0.0% — 756 +815 New Q2 2026 Jul 30, 2026
MONTAG A & ASSOCIATES INC History No change 802 41 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 05, 2026
Founders Capital Management History No change 808 41 0.02% 0.02% 758 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Co / SC History No change 791 41 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 11, 2026
McIlrath & Eck, LLC History No change 729 38 0.0% 0.0% 760 0 0.0% Q1 2026 May 19, 2026
Russell Investments Group, Ltd. History Reduced 681 35 0.0% 0.0% 761 -717 -51.29% Q2 2026 Aug 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 683 35 0.0% — 762 +683 New Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 672 34 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL CONSULATE, INC History No change 600 31 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 23, 2026
GS Investments, Inc. History No change 600 31 0.02% 0.02% 765 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 600 31 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 24, 2026
1620 INVESTMENT ADVISORS, INC. History No change 581 30 0.02% 0.02% 767 0 0.0% Q2 2026 Jul 14, 2026
GAMMA Investing LLC History Reduced 547 28 0.0% 0.0% 769 -17 -3.01% Q2 2026 Jul 07, 2026
Archer Investment Corp History No change 543 28 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 03, 2026
PROSPERITY BANCSHARES INC History Reduced 535 27 0.02% 0.04% 770 -546 -50.51% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 531 27 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 06, 2026
Park Square Financial Group, LLC History New 497 25 0.23% — 772 +497 New Q2 2026 Jul 31, 2026
Financial Management Professionals, Inc. History Added to 472 24 0.0% 0.0% 773 +9 1.94% Q2 2026 Jul 09, 2026
Independence Bank of Kentucky History No change 460 23 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 442 22 0.0% 0.0% 775 -124 -21.91% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 425 22 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History New 419 21 0.0% — 777 +419 New Q2 2026 Aug 13, 2026
Atlatl Advisers LLC History New 400 20 0.0% — 779 +400 New Q2 2026 Jul 22, 2026
RAFFA WEALTH MANAGEMENT, LLC History Reduced 393 20 0.0% 0.0% 778 -9 -2.24% Q2 2026 Jul 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 357 18 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 05, 2026
Copia Wealth Management History No change 360 18 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 17, 2026
HAZLETT, BURT & WATSON, INC. History Added to 303 16 0.0% 0.0% 782 +87 40.28% Q2 2026 Jul 30, 2026
CGC Financial Services, LLC History No change 325 16 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 13, 2026
Wiser Advisor Group LLC History Added to 305 15 0.02% 0.02% 785 +6 2.01% Q2 2026 Aug 14, 2026
BARRETT & COMPANY, INC. History No change 300 15 0.0% 0.01% 784 0 0.0% Q2 2026 Jul 24, 2026
KELLEHER FINANCIAL ADVISORS History Added to 285 14 0.0% 0.0% 786 +141 97.92% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 263 13 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 238 12 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 247 12 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 22, 2026
LifeSteps Financial, Inc. History New 210 10 0.0% — 795 +210 New Q2 2026 Jul 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 203 10 0.0% 0.0% 790 +154 314.29% Q2 2026 Aug 04, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 204 10 0.0% 0.0% 794 -146 -41.71% Q2 2026 Jul 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 200 10 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 07, 2026
Moisand Fitzgerald Tamayo, LLC History No change 206 10 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 13, 2026
Davis Capital Management History No change 199 10 0.01% 0.01% 793 0 0.0% Q2 2026 Jul 16, 2026
Concord Wealth Partners History New 180 9 0.0% — 797 +180 New Q2 2026 Jul 27, 2026
SHP Wealth Management History New 179 9 0.0% — 796 +179 New Q2 2026 Aug 11, 2026
Financial Gravity Companies, Inc. History New 168 8 0.0% — 805 +168 New Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 165 8 0.0% — 804 +165 New Q2 2026 Jul 28, 2026
SIMS INVESTMENT MANAGEMENT, LLC History New 160 8 0.0% — 806 +160 New Q2 2026 Jul 21, 2026
Abound Wealth Management History Added to 170 8 0.0% 0.0% 802 +48 39.34% Q2 2026 Jul 10, 2026
Cheviot Value Management, LLC History No change 172 8 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 06, 2026
Financial Gravity Asset Management, Inc. History No change 168 8 0.0% 0.0% 799 0 0.0% Q1 2026 May 08, 2026
Truvestments Capital LLC History No change 171 8 0.0% 0.0% 800 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 168 8 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 31, 2026
Ares Financial Consulting, LLC History No change 170 8 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 09, 2026
Vision Retirement, LLC History Reduced 135 7 0.0% 0.0% 809 -46 -25.41% Q2 2026 Jul 21, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 139 7 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 16, 2026
Blume Capital Management, Inc. History No change 153 7 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 27, 2026
Lloyd Advisory Services, LLC. History New 126 6 0.0% — 811 +126 New Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History New 117 6 0.0% — 812 +117 New Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 125 6 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 24, 2026
Global Trust Asset Management, LLC History Reduced 100 5 0.0% 0.01% 813 -600 -85.71% Q2 2026 Aug 03, 2026
Trust Co History New 108 5 0.0% — 815 +108 New Q2 2026 Jul 10, 2026
Markowski Investments History New 100 5 0.0% — 816 +100 New Q2 2026 Aug 13, 2026
WOLFF WIESE MAGANA LLC History No change 109 5 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 80 4 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 07, 2026
Corsicana & Co. History Reduced 71 3 0.0% 0.0% 818 -70 -49.65% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 65 3 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 59 3 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 14, 2026
SIMA Wealth Partners, LLC History No change 60 3 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 28, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 56 2 0.0% — 824 +56 New Q2 2026 Aug 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History New 50 2 0.0% — 823 +50 New Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 40 2 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 20, 2026
Basepoint Wealth LLC History New 24 1 0.0% — 827 +24 New Q2 2026 Aug 10, 2026
Transce3nd, LLC History No change 32 1 0.01% 0.01% 825 0 0.0% Q2 2026 Jul 24, 2026
REAP Financial Group, LLC History No change 25 1 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 04, 2026
IronBridge Private Wealth, LLC History Closed out 0 0 — 3.68% — -216,983 -100.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.09% — -146,924 -100.0% Q2 2026 Aug 06, 2026
Lake Hills Wealth Management, LLC History Closed out 0 0 — 3.76% — -127,734 -100.0% Q2 2026 Jul 07, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Closed out 0 0 — 0.26% — -100,000 -100.0% Q2 2026 Jul 28, 2026
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.82% — -97,756 -100.0% Q2 2026 Jul 07, 2026
Aventail Capital Group, LP History Closed out 0 0 — 0.24% — -94,366 -100.0% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History Closed out 0 0 — 0.1% — -62,496 -100.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -47,415 -100.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.03% — -46,728 -100.0% Q2 2026 Aug 14, 2026
PURSUE WEALTH PARTNERS LLC History Closed out 0 0 — 0.96% — -30,410 -100.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.09% — -26,271 -100.0% Q2 2026 Jul 14, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Closed out 0 0 — 0.22% — -24,915 -100.0% Q2 2026 Jul 20, 2026
DEUTSCHE BANK AG\ History Closed out 0 0 — 0.0% — -17,845 -100.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -15,637 -100.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History Closed out 0 0 — 0.02% — -15,399 -100.0% Q2 2026 Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.09% — -13,535 -100.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -12,026 -100.0% Q2 2026 Aug 14, 2026
Ferguson Shapiro LLC History Closed out 0 0 — 0.19% — -11,950 -100.0% Q2 2026 Jul 09, 2026
Empire Financial Management Company, LLC History Closed out 0 0 — 0.13% — -10,800 -100.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History Closed out 0 0 — 0.02% — -8,805 -100.0% Q2 2026 Aug 13, 2026
DIVIDEND ASSETS CAPITAL, LLC History Closed out 0 0 — 0.08% — -7,995 -100.0% Q2 2026 Aug 12, 2026
Fortis Capital Management LLC History Closed out 0 0 — 0.04% — -6,546 -100.0% Q2 2026 Aug 12, 2026
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.08% — -6,218 -100.0% Q2 2026 Jul 27, 2026
Quadrant Private Wealth Management, LLC History Closed out 0 0 — 0.05% — -5,991 -100.0% Q2 2026 Jul 30, 2026
CARDIFF PARK ADVISORS, LLC History Closed out 0 0 — 0.02% — -5,846 -100.0% Q2 2026 Aug 14, 2026
PFG Advisors History Closed out 0 0 — 0.01% — -5,830 -100.0% Q2 2026 Jul 16, 2026
USAdvisors Wealth Management, LLC History Closed out 0 0 — 0.1% — -5,450 -100.0% Q2 2026 Jul 29, 2026
Capula Management Ltd History Closed out 0 0 — 0.0% — -4,991 -100.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History Closed out 0 0 — 0.0% — -4,920 -100.0% Q2 2026 Jul 10, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.0% — -4,784 -100.0% Q2 2026 Jul 13, 2026
Empowered Funds, LLC History Closed out 0 0 — 0.0% — -4,472 -100.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History Closed out 0 0 — 0.03% — -4,124 -100.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History Closed out 0 0 — 0.01% — -4,049 -100.0% Q2 2026 Jul 31, 2026
Balboa Wealth Partners History Closed out 0 0 — 0.04% — -4,029 -100.0% Q2 2026 Aug 10, 2026
Pasadena Private Wealth, LLC History Closed out 0 0 — 0.03% — -3,934 -100.0% Q2 2026 Aug 10, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -3,883 -100.0% Q2 2026 Jul 21, 2026
DF DENT & CO INC History Closed out 0 0 — 0.0% — -3,809 -100.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.12% — -2,825 -100.0% Q2 2026 Aug 14, 2026
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.1% — -2,222 -100.0% Q2 2026 Aug 03, 2026
ADG Wealth Management Group, LLC History Closed out 0 0 — 0.07% — -2,064 -100.0% Q2 2026 Jul 27, 2026
LuminArx Capital Management LP History Closed out 0 0 — 0.0% — -2,000 -100.0% Q2 2026 Aug 14, 2026
PALLADIEM, LLC History Closed out 0 0 — 0.06% — -1,281 -100.0% Q2 2026 Aug 13, 2026
Pioneer Family Office, LLC History Closed out 0 0 — 0.04% — -1,206 -100.0% Q2 2026 Jul 27, 2026
Accent Capital Management, LLC History Closed out 0 0 — 0.11% — -1,171 -100.0% Q2 2026 Aug 12, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Closed out 0 0 — 0.03% — -1,000 -100.0% Q2 2026 Jul 27, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -800 -100.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -654 -100.0% Q2 2026 Jul 29, 2026
United Community Bank History Closed out 0 0 — 0.01% — -460 -100.0% Q2 2026 Aug 13, 2026
Brandywine Financial Group History Closed out 0 0 — 0.02% — -369 -100.0% Q2 2026 Jul 06, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -322 -100.0% Q2 2026 Jul 23, 2026
Noble Wealth Management PBC History Closed out 0 0 — 0.01% — -275 -100.0% Q2 2026 Jul 01, 2026
Addison Advisors LLC History Closed out 0 0 — 0.0% — -200 -100.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History Closed out 0 0 — 0.0% — -171 -100.0% Q2 2026 Jul 17, 2026
WFA of San Diego, LLC History Closed out 0 0 — 0.0% — -130 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -104 -100.0% Q2 2026 Jul 29, 2026
Crewe Advisors LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q2 2026 Jul 23, 2026
PROTECTIVE LIFE CORP History Closed out 0 0 — 0.01% — -76 -100.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.0% — -58 -100.0% Q2 2026 Aug 04, 2026
True Link Financial Advisors, LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 — 0.0% — -40 -100.0% Q2 2026 Aug 10, 2026
Kozak & Associates, Inc. History New 19 0 — — — +19 New Q2 2026 Jul 02, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — — — -13 -100.0% Q2 2026 Jul 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Key FInancial Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026