ARK ETF Trust - ARKK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 10,553,899 852,966 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 9,935,222 802,964 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 6,642,400 536,838 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,287,216 508,132 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 5,022,800 405,942 0.05% 0.05% 5 0 0.0% Q2 2026 Sep 02, 2026
JPMORGAN CHASE & CO History No change 4,722,697 380,791 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 3,992,341 322,660 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 3,333,863 269,442 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 2,128,930 172,060 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,087,363 168,700 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 1,849,057 149,440 0.3% 0.3% 11 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,492,260 120,604 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 1,431,000 115,653 0.2% 0.2% 13 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 1,247,312 100,807 0.4% 0.4% 14 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 778,196 84,328 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 839,400 67,840 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 835,430 67,519 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 735,543 59,446 0.22% 0.22% 18 0 0.0% Q2 2026 Aug 14, 2026
Candriam S.C.A. History No change 81,515 49,108 0.22% 0.22% 19 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 568,800 45,970 0.4% 0.4% 20 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 530,732 42,872 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 489,032 39,523 0.14% 0.14% 22 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 439,600 35,528 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 03, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 400,000 32,328 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 17, 2026
Ascension Capital Advisors, Inc. History No change 377,222 30,487 8.56% 8.56% 25 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 366,817 29,646 0.11% 0.11% 26 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 364,765 29,479 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 345,283 27,907 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 304,988 24,649 0.03% 0.03% 29 0 0.0% Q2 2026 Jul 29, 2026
Venture Visionary Partners LLC History Reduced 260,831 23,240 0.61% 0.59% 30 -1,438 -0.55% Q3 2026 Oct 07, 2026
HRT FINANCIAL LP History No change 270,378 21,851 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 260,877 21,084 0.1% 0.1% 32 0 0.0% Q2 2026 Jul 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 250,838 20,272 0.25% 0.25% 33 0 0.0% Q2 2026 Jul 20, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 225,231 18,203 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 220,395 17,812 0.04% 0.04% 35 0 0.0% Q2 2026 Jul 27, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 216,441 17,492 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 216,017 17,458 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 204,666 16,541 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 05, 2026
GERBER, LLC History No change 169,246 13,678 6.43% 6.43% 39 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 147,211 11,897 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 144,913 11,711 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 143,803 11,622 0.78% 0.78% 42 0 0.0% Q2 2026 Jul 20, 2026
Interval Partners, LP History No change 142,500 11,516 0.3% 0.3% 43 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 129,772 10,139 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 121,220 9,796 3.82% 3.82% 45 0 0.0% Q2 2026 Jul 30, 2026
GROUP ONE TRADING LLC History No change 116,664 9,428 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 109,901 8,882 0.09% 0.09% 47 0 0.0% Q2 2026 Jul 15, 2026
TORONTO DOMINION BANK History No change 109,568 8,855 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 106,632 8,617 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 104,424 8,439 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
Blue Sky Capital Consultants Group, Inc. History No change 103,922 8,399 3.59% 3.59% 51 0 0.0% Q2 2026 Aug 04, 2026
MML INVESTORS SERVICES, LLC History No change 101,919 8,237 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 07, 2026
ARK Investment Management LLC History No change 100,005 8,082 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 96,800 7,823 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 95,605 7,726 1.8% 1.8% 55 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 91,800 7,419 0.1% 0.1% 56 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 91,239 7,373 0.02% 0.02% 57 0 0.0% Q2 2026 Jul 28, 2026
Luken Investment Analytics, LLC History No change 89,592 7,240 2.53% 2.53% 58 0 0.0% Q2 2026 Jul 28, 2026
SkyOak Wealth, LLC History No change 89,400 7,225 1.18% 1.18% 59 0 0.0% Q2 2026 Jul 30, 2026
MILLENNIUM MANAGEMENT LLC History No change 84,769 6,851 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 80,547 6,509 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 80,144 6,477 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
ABOUND FINANCIAL, LLC History No change 76,011 6,143 2.45% 2.45% 63 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 75,598 6,109 0.09% 0.09% 64 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 72,722 5,874 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 72,024 5,820 0.01% 0.01% 66 0 0.0% Q2 2026 Jul 28, 2026
NBZ Investment Advisors LLC History No change 71,696 5,794 2.26% 2.26% 67 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 71,061 5,743 0.22% 0.22% 68 0 0.0% Q2 2026 Aug 14, 2026
One Charles Private Wealth Services, LLC History No change 69,288 5,599 1.29% 1.29% 69 0 0.0% Q2 2026 Jul 15, 2026
STIFEL FINANCIAL CORP History No change 66,605 5,382 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 64,746 5,232 0.1% 0.1% 71 0 0.0% Q2 2026 Aug 12, 2026
EFG International AG History No change 64,394 5,204 0.1% 0.1% 72 0 0.0% Q2 2026 Aug 14, 2026
Quantitative Investment Management, LLC History No change 63,839 5,159 0.56% 0.56% 73 0 0.0% Q2 2026 Aug 14, 2026
Maven Securities LTD History No change 62,077 5,017 0.1% 0.1% 74 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 60,859 4,918 0.05% 0.05% 75 0 0.0% Q2 2026 Jul 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 60,346 4,877 0.08% 0.08% 76 0 0.0% Q2 2026 Jul 28, 2026
SIG BROKERAGE, LP History No change 60,000 4,849 0.09% 0.09% 77 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 59,000 4,768 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 53,423 4,317 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 13, 2026
Clear Street Group Inc. History No change 51,993 4,202 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 12, 2026
Variant Private Wealth, LLC History No change 50,319 4,066 4.57% 4.57% 81 0 0.0% Q2 2026 Aug 07, 2026
Parallax Volatility Advisers, L.P. History No change 49,600 4,008 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 48,387 3,910 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
Madison Park Capital Advisors, LLC History No change 43,544 3,519 2.51% 2.51% 84 0 0.0% Q2 2026 Jul 07, 2026
Blue Trust, Inc. History No change 42,030 3,396 0.04% 0.04% 85 0 0.0% Q2 2026 Jul 21, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History No change 44,841 3,365 3.31% 3.31% 86 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 40,468 3,270 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 27, 2026
Missouri Trust & Investment Co History No change 45,585 3,247 0.88% 0.88% 88 0 0.0% Q2 2026 Aug 13, 2026
Rose Capital Advisors LLC History No change 39,945 3,228 1.62% 1.62% 89 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 39,931 3,227 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 39,843 3,197 0.01% 0.01% 91 0 0.0% Q2 2026 Jul 15, 2026
Farther Finance Advisors, LLC History No change 37,787 3,053 0.02% 0.02% 92 0 0.0% Q2 2026 Jul 17, 2026
Creative Planning History No change 36,930 2,984 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 36,086 2,916 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 35,112 2,837 0.02% 0.02% 95 0 0.0% Q2 2026 Jul 20, 2026
Intrepid Financial Planning Group LLC History No change 34,879 2,818 0.96% 0.96% 96 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 34,684 2,803 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 11, 2026
KERR FINANCIAL PLANNING Corp History No change 34,529 2,790 3.11% 3.11% 98 0 0.0% Q2 2026 Jul 02, 2026
Bravera Wealth History No change 34,170 2,761 1.06% 1.06% 99 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 33,387 2,698 0.06% 0.06% 100 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 32,330 2,612 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 32,201 2,602 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 06, 2026
JTC Employer Solutions Trustee Ltd History No change 32,152 2,596 0.21% 0.21% 103 0 0.0% Q2 2026 Jul 31, 2026
O'Connor Alternative Investments LLC History No change 31,600 2,553 0.19% 0.19% 104 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 31,125 2,514 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 31,045 2,509 0.05% 0.05% 106 0 0.0% Q2 2026 Jul 17, 2026
Purus Wealth Management, LLC History No change 30,938 2,500 0.69% 0.69% 107 0 0.0% Q2 2026 Jul 13, 2026
Post Resch Tallon Group Inc. History No change 30,333 2,451 1.7% 1.7% 108 0 0.0% Q2 2026 Jul 07, 2026
CIBC WORLD MARKET INC. History No change 30,009 2,425 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Crescent Grove Advisors, LLC History No change 29,648 2,396 0.2% 0.2% 110 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 28,932 2,338 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 10, 2026
Legacy Private Trust Co. History No change 26,009 2,317 0.13% 0.12% 112 0 0.0% Q3 2026 Oct 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 28,451 2,299 0.09% 0.09% 113 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History No change 28,279 2,296 0.03% 0.03% 114 0 0.0% Q2 2026 Jul 08, 2026
PFG Investments, LLC History No change 28,376 2,293 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 23, 2026
Equitable Holdings, Inc. History No change 27,696 2,238 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 17, 2026
Mariner, LLC History No change 27,608 2,231 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 26,975 2,180 0.04% 0.04% 118 0 0.0% Q2 2026 Jul 21, 2026
New World Advisors LLC History No change 26,913 2,175 0.37% 0.37% 119 0 0.0% Q2 2026 Aug 12, 2026
M Holdings Securities, Inc. History No change 26,227 2,059 0.28% 0.28% 120 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 25,504 2,059 0.65% 0.65% 121 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 25,167 2,034 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 05, 2026
MONEY CONCEPTS CAPITAL CORP History No change 24,504 1,980 0.09% 0.09% 123 0 0.0% Q2 2026 Aug 04, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 24,441 1,975 0.62% 0.62% 124 0 0.0% Q2 2026 Jul 28, 2026
Clearwater Capital Advisors, LLC History No change 24,393 1,971 0.14% 0.14% 125 0 0.0% Q2 2026 Aug 06, 2026
Turner Financial Group, Inc. History No change 23,521 1,901 1.89% 1.89% 126 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 23,422 1,892 0.06% 0.06% 127 0 0.0% Q2 2026 Jul 24, 2026
Patriot Financial Group Insurance Agency, LLC History No change 23,384 1,889 0.19% 0.19% 128 0 0.0% Q2 2026 Jul 16, 2026
NWAM LLC History No change 23,244 1,878 0.09% 0.09% 129 0 0.0% Q2 2026 Jul 23, 2026
Avior Wealth Management, LLC History No change 23,058 1,863 0.05% 0.05% 130 0 0.0% Q2 2026 Jul 07, 2026
Atlas Legacy Advisors, LLC History No change 22,590 1,825 0.27% 0.27% 131 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 22,542 1,821 0.02% 0.02% 132 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 22,169 1,813 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 27, 2026
Baird Financial Group, Inc. History No change 22,300 1,802 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 22,089 1,785 0.07% 0.07% 135 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 21,868 1,767 0.17% 0.17% 136 0 0.0% Q2 2026 Jul 09, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 21,862 1,766 0.39% 0.39% 137 0 0.0% Q2 2026 Jul 07, 2026
PFG Advisors History No change 21,725 1,755 0.09% 0.09% 138 0 0.0% Q2 2026 Jul 16, 2026
GUGGENHEIM CAPITAL LLC History No change 21,520 1,738 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 12, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 21,392 1,728 1.29% 1.29% 140 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 21,346 1,725 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 19, 2026
Advisory Services Network, LLC History No change 21,078 1,703 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 12, 2026
WealthTrak Capital Management LLC History No change 20,715 1,674 1.1% 1.1% 143 0 0.0% Q2 2026 Aug 04, 2026
Family Manage LLC History No change 20,708 1,673 0.17% 0.17% 144 0 0.0% Q2 2026 Aug 14, 2026
United Advisor Group, LLC History No change 20,645 1,668 0.18% 0.18% 145 0 0.0% Q2 2026 Jul 29, 2026
Atlas Private Wealth Advisors History No change 20,485 1,655 0.36% 0.36% 146 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 20,389 1,647 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 13, 2026
Grant Private Wealth Management Inc History No change 20,318 1,642 0.69% 0.69% 148 0 0.0% Q2 2026 Jul 07, 2026
NavPoint Financial, Inc. History No change 19,629 1,586 0.59% 0.59% 149 0 0.0% Q2 2026 Jul 23, 2026
Valtrion Capital Management, LLC History No change 19,624 1,586 1.18% 1.18% 150 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 19,581 1,582 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 19,164 1,548 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 10, 2026
Intesa Sanpaolo Wealth Management History No change 19,000 1,535 0.31% 0.31% 153 0 0.0% Q2 2026 Jul 23, 2026
Advisor OS, LLC History No change 18,921 1,529 0.1% 0.1% 154 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 18,359 1,483 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 11, 2026
Sloy Dahl & Holst, LLC History No change 18,124 1,464 0.18% 0.18% 156 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 18,064 1,459 0.01% 0.01% 157 0 0.0% Q2 2026 Sep 08, 2026
CSS LLC/IL History No change 18,000 1,454 0.06% 0.06% 158 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 17,739 1,433 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 17,577 1,420 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 06, 2026
PCG Wealth Advisors, LLC History No change 17,525 1,416 0.32% 0.32% 161 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 17,469 1,411 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 17,439 1,409 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 17,314 1,399 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 10, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 17,100 1,382 0.33% 0.33% 165 0 0.0% Q2 2026 Aug 11, 2026
KICKSTAND VENTURES, LLC. History No change 16,776 1,355 0.25% 0.25% 166 0 0.0% Q2 2026 Jul 30, 2026
AQR CAPITAL MANAGEMENT LLC History No change 16,526 1,335 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 16,451 1,329 0.03% 0.03% 168 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 16,257 1,313 0.02% 0.02% 169 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 16,107 1,301 0.04% 0.04% 170 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 15,989 1,292 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 13, 2026
Osbon Capital Management LLC History No change 15,556 1,257 0.99% 0.99% 172 0 0.0% Q2 2026 Aug 13, 2026
Biltmore Family Office, LLC History No change 15,500 1,252 0.16% 0.16% 173 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 15,263 1,233 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 15,085 1,219 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 15,060 1,217 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 14,709 1,188 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 14,151 1,158 0.07% 0.07% 178 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 14,137 1,142 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 03, 2026
Worthington Financial Partners, LLC History No change 13,924 1,125 0.93% 0.93% 180 0 0.0% Q2 2026 Jul 21, 2026
BridgePort Financial Solutions, LLC History No change 13,729 1,109 0.28% 0.28% 181 0 0.0% Q2 2026 Jul 24, 2026
Greykasell Wealth Strategies, Inc. History No change 13,674 1,105 0.4% 0.4% 182 0 0.0% Q2 2026 Aug 11, 2026
HBK Sorce Advisory LLC History No change 14,324 1,091 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 06, 2026
New England Private Wealth Advisors LLC History No change 15,136 1,088 0.11% 0.11% 184 0 0.0% Q2 2026 Aug 04, 2026
Evolution Wealth Advisors, LLC History No change 13,212 1,067 0.12% 0.12% 185 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 13,120 1,060 0.02% 0.02% 186 0 0.0% Q2 2026 Jul 09, 2026
Koshinski Asset Management, Inc. History No change 12,989 1,049 0.06% 0.06% 187 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 12,946 1,046 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
Zuckerman Investment Group, LLC History No change 12,261 990 0.08% 0.08% 189 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 12,039 972 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 11,944 965 0.02% 0.02% 191 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 11,727 947 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 11,454 925 0.02% 0.02% 193 0 0.0% Q2 2026 Jul 13, 2026
Clear Harbor Asset Management, LLC History No change 11,408 921 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 12, 2026
RETIREMENT GUYS FORMULA LLC History No change 11,389 920 0.35% 0.35% 195 0 0.0% Q2 2026 Jul 30, 2026
BIP Wealth, LLC History No change 11,313 914 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 11,281 911 0.04% 0.04% 197 0 0.0% Q2 2026 Jul 22, 2026
D.A. DAVIDSON & CO. History No change 11,223 907 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 11,199 905 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
Summit Investment Advisory Services, LLC History No change 11,200 905 0.23% 0.23% 200 0 0.0% Q2 2026 Jul 24, 2026
IMC-Chicago, LLC History No change 6,200 898 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 10,986 887 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 12, 2026
Relyea Zuckerberg Hanson LLC History No change 10,956 885 0.07% 0.07% 203 0 0.0% Q2 2026 Jul 16, 2026
STEPHENS INC /AR/ History No change 10,896 880 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 10,703 874 0.04% 0.04% 205 0 0.0% Q2 2026 Jul 28, 2026
Regal Investment Advisors LLC History No change 10,811 873 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 10,785 871 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 10,535 851 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 10,547 850 0.05% 0.05% 209 0 0.0% Q2 2026 Jul 14, 2026
CreativeOne Wealth, LLC History No change 10,480 847 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 13, 2026
Lebenthal Global Advisors, LLC History No change 10,438 843 0.11% 0.11% 211 0 0.0% Q2 2026 Jul 30, 2026
Three Magnolias Financial Advisors, LLC History No change 10,261 829 0.46% 0.46% 212 0 0.0% Q2 2026 Jul 31, 2026
Intellus Advisors LLC History No change 10,248 828 0.1% 0.1% 213 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 10,240 827 0.16% 0.16% 214 0 0.0% Q2 2026 Aug 05, 2026
Straight Path Wealth Management History No change 10,186 823 0.19% 0.19% 215 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 10,164 821 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 07, 2026
StoneX Group Inc. History No change 10,000 809 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 12, 2026
BlueCrest Capital Management Ltd History No change 10,000 808 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 9,770 790 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,617 777 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 9,625 777 0.05% 0.05% 221 0 0.0% Q2 2026 Jul 21, 2026
Ballew Advisors, Inc History No change 8,654 777 0.39% 0.36% 222 0 0.0% Q3 2026 Oct 05, 2026
Sierra Capital LLC History No change 9,437 762 0.07% 0.07% 223 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 9,308 752 0.06% 0.06% 224 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 9,309 752 0.04% 0.04% 225 0 0.0% Q2 2026 Aug 04, 2026
White Knight Strategic Wealth Advisors, LLC History No change 9,247 747 0.52% 0.52% 226 0 0.0% Q2 2026 Aug 14, 2026
HANOVER ADVISORS INC History No change 9,150 739 0.27% 0.27% 227 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 9,110 736 0.02% 0.02% 228 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 9,021 729 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 29, 2026
Venturi Wealth Management, LLC History No change 8,800 711 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 20, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 8,698 702 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 8,610 695 0.04% 0.04% 232 0 0.0% Q2 2026 Jul 20, 2026
Walleye Capital LLC History No change 8,392 678 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 8,379 677 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 14, 2026
Colonial River Investments, LLC History No change 8,352 675 0.19% 0.19% 235 0 0.0% Q2 2026 Jul 24, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 8,362 667 0.41% 0.41% 236 0 0.0% Q2 2026 Jul 31, 2026
Avidian Wealth Enterprises, LLC History No change 8,245 666 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 24, 2026
FORTEM FINANCIAL GROUP, LLC History No change 8,208 663 0.14% 0.14% 238 0 0.0% Q2 2026 Jul 20, 2026
Geneos Wealth Management Inc. History No change 7,970 644 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 7,839 633 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 7,800 630 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 07, 2026
Advyzon Investment Management, LLC History No change 7,699 622 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 7,607 614 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 7,588 613 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 7,549 610 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 18, 2026
Aptus Capital Advisors, LLC History No change 7,538 609 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 7,520 607 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 7,419 599 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 06, 2026
Rinkey Investments History No change 7,383 596 0.14% 0.14% 249 0 0.0% Q2 2026 Jul 20, 2026
WealthCare Investment Partners, LLC History No change 7,385 596 0.14% 0.14% 250 0 0.0% Q2 2026 Aug 10, 2026
Cyndeo Wealth Partners, LLC History No change 7,349 593 0.03% 0.03% 251 0 0.0% Q2 2026 Jul 21, 2026
Prospect Financial Services LLC History No change 7,331 592 0.3% 0.3% 252 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History No change 7,295 590 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 20, 2026
MCF Advisors LLC History No change 7,213 582 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 12, 2026
Convergence Financial, LLC History No change 7,168 579 0.05% 0.05% 255 0 0.0% Q2 2026 Aug 05, 2026
Bison Wealth, LLC History No change 6,826 570 0.05% 0.05% 256 0 0.0% Q2 2026 Jul 07, 2026
Clearstead Trust, LLC History No change 7,023 567 0.07% 0.07% 257 0 0.0% Q2 2026 Aug 06, 2026
Coppell Advisory Solutions LLC History No change 236 555 0.05% 0.05% 258 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 6,861 554 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 6,843 553 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 6,820 551 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 10, 2026
Clear Creek Financial Management, LLC History No change 6,782 548 0.04% 0.04% 262 0 0.0% Q2 2026 Jul 27, 2026
XML Financial, LLC History No change 6,769 547 0.04% 0.04% 263 0 0.0% Q2 2026 Jul 24, 2026
Headlands Technologies LLC History No change 6,759 546 0.06% 0.06% 264 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,758 546 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 6,741 544 0.05% 0.05% 266 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 6,729 543 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 6,704 541 0.07% 0.07% 268 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 6,683 540 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 6,648 537 0.06% 0.06% 270 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 6,584 532 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 23, 2026
PENNINGTON PARTNERS & CO., LLC History No change 6,589 532 0.17% 0.17% 272 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 6,565 530 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 27, 2026
Range Advisory, LLC History No change 6,539 528 0.06% 0.06% 274 0 0.0% Q2 2026 Sep 02, 2026
Marathon Trading Investment Management LLC History No change 6,521 527 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 6,481 523 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 6,470 522 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
CALTON & ASSOCIATES, INC. History No change 6,412 518 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Alliance LLC History No change 6,294 508 0.03% 0.03% 279 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History No change 6,229 503 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Advisor Solutions, LLC History No change 6,202 501 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 06, 2026
Principle Wealth Partners LLC History No change 6,148 496 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 07, 2026
Stablepoint Partners, LLC History No change 6,072 490 0.07% 0.07% 283 0 0.0% Q2 2026 Jul 09, 2026
Rossmore Private Capital History No change 6,020 486 0.04% 0.04% 284 0 0.0% Q2 2026 Jul 31, 2026
Richardson Capital Management LLC History No change 6,007 485 0.21% 0.21% 285 0 0.0% Q2 2026 Jul 17, 2026
Wealthspire Advisors, LLC History No change 5,987 483 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 11, 2026
CPA Asset Management Group, LLC History No change 5,986 483 0.14% 0.14% 287 0 0.0% Q2 2026 Jul 09, 2026
Sovran Advisors, LLC History No change 6,813 480 0.04% 0.04% 288 0 0.0% Q2 2026 Jul 29, 2026
IFP Advisors, Inc History No change 5,915 478 0.01% 0.01% 289 0 0.0% Q2 2026 Jul 20, 2026
MGO ONE SEVEN LLC History No change 5,910 477 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 31, 2026
Phillips Wealth Planners LLC History No change 5,865 476 0.35% 0.35% 291 0 0.0% Q2 2026 Aug 07, 2026
Navis Wealth Advisors, LLC History No change 5,778 466 0.18% 0.18% 292 0 0.0% Q2 2026 Aug 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 5,731 463 0.06% 0.06% 293 0 0.0% Q2 2026 Jul 20, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 5,737 463 0.07% 0.07% 294 0 0.0% Q2 2026 Jul 15, 2026
Whipplewood Advisors, LLC History No change 5,726 462 0.31% 0.31% 295 0 0.0% Q2 2026 Jul 27, 2026
Safeguard Investment Advisory Group, LLC History No change 5,706 461 0.11% 0.11% 296 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 5,702 460 0.02% 0.02% 297 0 0.0% Q2 2026 Jul 17, 2026
NFSG Corp History No change 5,671 458 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 5,660 457 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 5,644 456 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 5,648 456 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 12, 2026
Marex Group Ltd History No change 5,642 455 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 6,333 451 0.05% 0.05% 303 0 0.0% Q2 2026 Aug 03, 2026
Focus Financial Network, Inc. History No change 5,580 451 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Partners, Inc. History No change 5,581 451 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 5,456 440 0.03% 0.03% 306 0 0.0% Q2 2026 Jul 08, 2026
Keating Financial Advisory Services, Inc. History No change 5,443 439 0.06% 0.06% 307 0 0.0% Q2 2026 Aug 11, 2026
Sovereign Financial Group, Inc. History No change 5,375 434 0.07% 0.07% 308 0 0.0% Q2 2026 Jul 24, 2026
Global Assets Advisory, LLC History No change 5,084 419 0.09% 0.09% 309 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 5,143 415 0.08% 0.08% 310 0 0.0% Q2 2026 Jul 20, 2026
Vigil Wealth Management, LLC History No change 5,136 415 0.3% 0.3% 311 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 5,065 409 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 15, 2026
CARLSON FINANCIAL, INC. History No change 5,055 408 0.21% 0.21% 313 0 0.0% Q2 2026 Aug 24, 2026
IPG Investment Advisors LLC History No change 5,036 407 0.06% 0.06% 314 0 0.0% Q2 2026 Aug 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,013 405 0.04% 0.04% 315 0 0.0% Q2 2026 Jul 09, 2026
Forge Financial Services LLC History No change 5,013 405 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 4,988 403 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 4,992 403 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,958 400 0.01% 0.01% 319 0 0.0% Q2 2026 Jul 31, 2026
Heritage Wealth Management, Inc. History No change 4,920 397 0.1% 0.1% 320 0 0.0% Q2 2026 Jul 28, 2026
Archford Capital Strategies, LLC History No change 4,766 385 0.04% 0.04% 321 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Management, Inc. /CA/ History No change 4,746 383 0.15% 0.15% 322 0 0.0% Q2 2026 Jul 22, 2026
Essex Financial Services, Inc. History No change 4,726 381 0.02% 0.02% 323 0 0.0% Q2 2026 Aug 10, 2026
American Financial Advisors, LLC History No change 4,674 377 0.05% 0.05% 324 0 0.0% Q2 2026 Jul 14, 2026
Rathbones Group PLC History No change 4,655 376 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History No change 4,649 375 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 4,548 368 0.12% 0.12% 327 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 4,555 368 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 14, 2026
AlphaStar Capital Management, LLC History No change 4,565 368 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 30, 2026
Maridea Wealth Management LLC History No change 4,555 368 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4,559 368 0.04% 0.04% 331 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 4,480 362 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Nicholas Hunter History No change 4,485 362 0.1% 0.1% 333 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 4,472 361 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 03, 2026
Adams Wealth Management History No change 4,433 358 0.07% 0.07% 335 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 4,433 358 0.06% 0.06% 336 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 4,391 355 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 4,384 354 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 4,376 353 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 05, 2026
Houlihan Financial Resource Group, Ltd. History No change 4,376 353 0.13% 0.13% 340 0 0.0% Q2 2026 Aug 10, 2026
Milestone Asset Management Group, LLC History No change 4,351 351 0.18% 0.18% 341 0 0.0% Q2 2026 Jul 30, 2026
SEVEN MILE ADVISORY History No change 4,316 348 0.23% 0.23% 342 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History No change 3,865 344 0.01% 0.01% 343 0 0.0% Q3 2026 Oct 02, 2026
Legacy Wealth Advisors, LLC History No change 4,250 343 0.15% 0.15% 344 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History New 3,844 342 0.1% — 345 +3,844 New Q3 2026 Oct 07, 2026
BRIGHTON JONES LLC History No change 4,218 340 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,214 340 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 14, 2026
Syntegra Private Wealth Group, LLC History No change 4,209 340 0.03% 0.03% 348 0 0.0% Q2 2026 Jul 15, 2026
J. Safra Sarasin Holding AG History No change 4,203 339 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 31, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,172 337 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 4,159 336 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 4,164 336 0.03% 0.03% 352 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 4,144 335 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 17, 2026
Modern Wealth Management, LLC History No change 4,134 334 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 4,118 333 0.01% 0.01% 355 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 4,128 333 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 27, 2026
Wealth Alliance Advisory Group, LLC History No change 4,081 329 0.05% 0.05% 357 0 0.0% Q2 2026 Jul 23, 2026
Optivise Advisory Services LLC History No change 4,081 329 0.17% 0.17% 358 0 0.0% Q2 2026 Jul 13, 2026
OneAscent Financial Services LLC History No change 4,066 328 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 4,039 326 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 4,017 324 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 4,011 324 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 05, 2026
DOLIVER ADVISORS, LP History Reduced 3,634 323 0.07% 0.07% 363 -186 -4.87% Q3 2026 Oct 01, 2026
Kuhn & Co Investment Counsel History No change 4,000 323 0.19% 0.19% 364 0 0.0% Q2 2026 Jul 31, 2026
Vontobel Holding Ltd. History No change 3,996 322 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 03, 2026
Strategic Wealth Investment Group, LLC History No change 3,995 322 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 04, 2026
HBW ADVISORY SERVICES LLC History No change 3,967 320 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 16, 2026
Oxler Private Wealth LLC History No change 3,954 319 0.09% 0.09% 368 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 4,426 317 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 3,920 316 0.02% 0.02% 370 0 0.0% Q2 2026 Jul 23, 2026
Thayer Partners, LLC / MA History No change 3,900 315 0.13% 0.13% 371 0 0.0% Q2 2026 Jul 31, 2026
CarsonAllaria Wealth Management, Ltd. History No change 3,893 314 0.14% 0.14% 372 0 0.0% Q2 2026 Jul 28, 2026
Atria Investments, Inc History No change 3,865 312 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 28, 2026
Visionary Wealth Advisors History No change 3,854 311 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 3,853 311 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 3,823 308 0.17% 0.17% 376 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,788 306 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 3,775 305 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 11, 2026
LEGACY SOLUTIONS, LLC History Reduced 3,414 304 0.23% 0.23% 379 -138 -3.89% Q3 2026 Oct 07, 2026
One Capital Management, LLC History No change 4,475 302 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 3,745 302 0.08% 0.08% 381 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 3,722 300 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 11, 2026
Interchange Capital Partners, LLC History No change 3,713 300 0.06% 0.06% 383 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 3,644 294 0.0% 0.0% 384 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Union Bankshares Corp History No change 3,623 292 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 3,604 291 0.0% 0.0% 386 0 0.0% Q2 2026 Jul 13, 2026
J HAGAN CAPITAL, INC. History No change 3,602 291 0.13% 0.13% 387 0 0.0% Q2 2026 Aug 14, 2026
Insight Advisors, LLC/ PA History No change 3,555 287 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 05, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 3,527 285 0.05% 0.05% 389 0 0.0% Q2 2026 Aug 04, 2026
Joel Isaacson & Co., LLC History No change 3,491 282 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 04, 2026
Navigation Group, LLC History No change 3,495 282 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 29, 2026
Covenant Asset Management, LLC History No change 3,480 281 0.05% 0.05% 392 0 0.0% Q2 2026 Jul 20, 2026
KPP Advisory Services LLC History No change 3,408 275 0.03% 0.03% 393 0 0.0% Q2 2026 Jul 24, 2026
EagleClaw Capital Managment, LLC History No change 3,352 270 0.04% 0.04% 394 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Partners, LLC History No change 3,344 270 0.06% 0.06% 395 0 0.0% Q2 2026 Jul 22, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 3,000 267 0.02% 0.02% 396 0 0.0% Q3 2026 Oct 06, 2026
Atlatl Advisers LLC History No change 3,305 267 0.06% 0.06% 397 0 0.0% Q2 2026 Jul 22, 2026
Robertson Stephens Wealth Management, LLC History No change 3,297 266 0.01% 0.01% 398 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 3,290 265 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 23, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 3,261 263 0.04% 0.04% 400 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History No change 3,264 263 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 08, 2026
Ameritas Advisory Services, LLC History No change 3,257 263 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,248 262 0.07% 0.07% 403 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 3,197 258 0.03% 0.03% 404 0 0.0% Q2 2026 Jul 16, 2026
Cloud Capital Management, LLC History No change 3,190 257 0.09% 0.09% 405 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 3,148 254 0.08% 0.08% 406 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 3,146 252 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 10, 2026
Integrity Financial Corp /WA History No change 3,129 252 0.12% 0.12% 408 0 0.0% Q2 2026 Jul 31, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 4,961 252 0.03% 0.03% 409 0 0.0% Q2 2026 Aug 12, 2026
Compass Financial Group, INC/SD History No change 3,116 251 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,026 244 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 04, 2026
CERTUITY, LLC History No change 3,008 243 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 28, 2026
DIVERSIFIED MANAGEMENT INC History No change 2,997 242 0.05% 0.05% 413 0 0.0% Q2 2026 Jul 09, 2026
SOA Wealth Advisors, LLC. History No change 3,005 242 0.04% 0.04% 414 0 0.0% Q2 2026 Jul 21, 2026
Clientfirst Wealth Management, LLC History No change 3,000 242 0.2% 0.2% 415 0 0.0% Q2 2026 Jul 30, 2026
Golden State Wealth Management, LLC History No change 2,965 239 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 22, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,955 238 0.1% 0.1% 417 0 0.0% Q2 2026 Aug 07, 2026
Family Office Research LLC History No change 2,946 238 0.09% 0.09% 418 0 0.0% Q2 2026 Jul 27, 2026
REYL & Cie S.A. History No change 3,505 237 0.27% 0.27% 419 0 0.0% Q2 2026 Oct 02, 2026
Belpointe Asset Management LLC History No change 2,914 235 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 2,914 235 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 31, 2026
Edgestream Partners, L.P. History No change 2,903 234 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Family Advisors, LLC History No change 2,897 234 0.1% 0.1% 423 0 0.0% Q2 2026 Aug 14, 2026
Meadowbrook Wealth Management, LLC History No change 2,865 234 0.25% 0.25% 424 0 0.0% Q2 2026 Jul 06, 2026
REGATTA CAPITAL GROUP, LLC History No change 2,875 232 0.03% 0.03% 425 0 0.0% Q2 2026 Aug 12, 2026
J. Derek Lewis & Associates Inc. History No change 2,877 232 0.04% 0.04% 426 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,840 229 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,818 227 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 14, 2026
Lauer Wealth, LLC History No change 2,857 227 0.14% 0.14% 429 0 0.0% Q2 2026 Jul 15, 2026
Collar Capital Management, LLC History No change 2,809 227 0.13% 0.13% 430 0 0.0% Q2 2026 Jul 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,800 226 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 2,799 226 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,792 225 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 07, 2026
Summit Place Financial Advisors, LLC History No change 2,773 224 0.1% 0.1% 434 0 0.0% Q2 2026 Jul 29, 2026
Procyon Advisors, LLC History No change 2,749 222 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 09, 2026
Garden State Investment Advisory Services LLC History No change 2,756 222 0.04% 0.04% 436 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 2,752 222 0.09% 0.09% 437 0 0.0% Q2 2026 Aug 14, 2026
OxenFree Capital LLC History New 2,423 219 0.09% — 438 +2,423 New Q3 2026 Oct 07, 2026
WEALTH EFFECTS LLC History No change 2,673 216 0.06% 0.06% 439 0 0.0% Q2 2026 Aug 06, 2026
Granite Bay Wealth Management, LLC History No change 2,671 216 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 2,653 214 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 12, 2026
South Shore Capital Advisors History No change 2,649 214 0.14% 0.14% 442 0 0.0% Q2 2026 Jul 30, 2026
IEQ CAPITAL, LLC History No change 2,643 213 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,646 213 0.02% 0.02% 444 0 0.0% Q2 2026 Jul 28, 2026
Aurora Private Wealth, Inc. History No change 2,608 211 0.13% 0.13% 445 0 0.0% Q2 2026 Jul 21, 2026
Compound Planning, Inc. History No change 2,607 210 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 04, 2026
AlphaGrep UK Ltd History No change 2,590 209 0.06% 0.06% 447 0 0.0% Q2 2026 Aug 14, 2026
Viewpoint Capital Management LLC History No change 2,582 208 0.11% 0.11% 448 0 0.0% Q2 2026 Aug 04, 2026
Greenfield Savings Bank History New 2,330 207 0.08% — 450 +2,330 New Q3 2026 Oct 07, 2026
SFG Wealth Management, LLC. History No change 2,573 207 0.07% 0.07% 449 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Retirement, LLC History No change 2,551 206 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 12, 2026
Roundview Capital LLC History No change 2,527 204 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Wealth, LLC History No change 2,529 204 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 10, 2026
Cladis Investment Advisory, LLC History No change 2,525 204 0.1% 0.1% 454 0 0.0% Q2 2026 Aug 13, 2026
Requisite Capital Management, LLC History No change 2,512 203 0.03% 0.03% 455 0 0.0% Q2 2026 Aug 07, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 2,523 203 0.08% 0.08% 456 0 0.0% Q2 2026 Aug 11, 2026
Bayesian Capital Management, LP History No change 2,500 202 0.13% 0.13% 457 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 2,491 201 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 04, 2026
Winthrop Advisory Group LLC History No change 2,491 201 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 17, 2026
TCP Asset Management, LLC History No change 2,496 201 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 15, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 2,496 201 0.11% 0.11% 461 0 0.0% Q2 2026 Jul 20, 2026
NWF Advisory Services Inc. History No change 2,483 200 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 29, 2026
Financial Management Professionals, Inc. History No change 2,425 195 0.02% 0.02% 463 0 0.0% Q2 2026 Jul 09, 2026
N.E.W. Advisory Services LLC History No change 2,145 173 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,140 172 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 30, 2026
WPG Advisers, LLC History No change 1,967 158 0.09% 0.09% 466 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 1,854 149 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 1,672 135 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 1,580 127 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 1,447 120 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,417 114 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 1,395 112 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 10, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,395 112 0.07% 0.07% 473 0 0.0% Q2 2026 Jul 21, 2026
Parkside Financial Bank & Trust History No change 1,375 111 0.01% 0.01% 474 0 0.0% Q2 2026 Sep 04, 2026
FIFTH THIRD BANCORP History No change 1,307 105 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 05, 2026
Boreal Capital Management LLC History No change 1,292 104 0.08% 0.08% 476 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 1,282 103 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 1,252 101 0.02% 0.02% 478 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 1,245 100 0.0% 0.0% 479 0 0.0% Q2 2026 Jul 15, 2026
Tanglewood Legacy Advisors, LLC History No change 1,220 98 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 1,178 95 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 12, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,091 88 0.2% 0.2% 482 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 1,087 87 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 28, 2026
Hartford Financial Management Inc. History No change 1,068 86 0.02% 0.02% 484 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 1,056 85 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 1,041 84 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 06, 2026
XP Advisory US, Inc. History No change 1,006 81 0.04% 0.04% 487 0 0.0% Q2 2026 Jul 30, 2026
Graney & King, LLC History No change 998 80 0.03% 0.03% 488 0 0.0% Q2 2026 Aug 07, 2026
MONTAG A & ASSOCIATES INC History No change 981 79 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 936 75 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History No change 903 72 0.01% 0.01% 491 0 0.0% Q2 2026 Jul 20, 2026
Copia Wealth Management History No change 899 72 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 17, 2026
Winthrop Capital Management, LLC History No change 862 70 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 814 65 0.05% 0.05% 494 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 797 64 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 793 64 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 733 59 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 27, 2026
SALEM INVESTMENT COUNSELORS INC History No change 700 56 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 690 55 0.01% 0.01% 499 0 0.0% Q2 2026 Sep 02, 2026
Prestige Wealth Management Group LLC History No change 625 50 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 14, 2026
IAG Wealth Partners, LLC History No change 627 50 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 614 49 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 29, 2026
Purpose Unlimited Inc. History No change 611 49 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 616 49 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 07, 2026
GoalVest Advisory LLC History Added to 32,789 46 0.01% 0.0% 505 +32,638 21614.57% Q3 2026 Oct 02, 2026
Westside Investment Management, Inc. History No change 558 45 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 27, 2026
Murphy & Mullick Capital Management Corp History No change 560 45 0.03% 0.03% 507 0 0.0% Q2 2026 Aug 14, 2026
Banque Transatlantique SA History No change 586 45 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 30, 2026
NBH Bank History No change 559 45 0.02% 0.02% 509 0 0.0% Q2 2026 Aug 14, 2026
Bullock Wealth Management Group History No change 517 42 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 19, 2026
DHJJ Financial Advisors, Ltd. History No change 513 41 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 488 39 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History No change 488 39 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 22, 2026
Fairscale Capital, LLC History No change 488 39 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 480 38 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 474 38 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 460 37 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 28, 2026
MCDONALD PARTNERS LLC History No change 450 36 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 28, 2026
Smithfield Trust Co History No change 424 34 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 420 33 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 06, 2026
Philadelphia Investment Partners, LLC History No change 409 33 0.02% 0.02% 521 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 405 32 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 396 32 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 400 32 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 16, 2026
Nemes Rush Group LLC History No change 400 32 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 400 32 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 06, 2026
TD Capital Management LLC History No change 391 31 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 06, 2026
PlanVest Financial, Inc History No change 386 31 0.02% 0.02% 528 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 379 30 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 10, 2026
Glen Eagle Advisors, LLC History No change 374 30 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 364 29 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 17, 2026
Horizon Investments, LLC History No change 363 29 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 365 29 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 16, 2026
Decker Retirement Planning Inc. History No change 336 27 0.01% 0.01% 534 0 0.0% Q2 2026 Jul 16, 2026
Byrne Asset Management LLC History Reduced 285 25 0.01% 0.01% 536 -13 -4.36% Q3 2026 Oct 06, 2026
Addison Advisors LLC History No change 320 25 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 10, 2026
Caitlin John, LLC History No change 315 25 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 17, 2026
Markowski Investments History No change 320 25 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 300 24 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 13, 2026
LAM GROUP, INC. History No change 305 24 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 10, 2026
Allied Private Wealth LLC History No change 300 24 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF VERMONT History No change 295 23 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 07, 2026
TrinityBridge Ltd History No change 275 22 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 11, 2026
GILL CAPITAL PARTNERS, LLC History No change 262 21 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 20, 2026
JNBA Financial Advisors History No change 268 21 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 270 21 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 13, 2026
Anchor Investment Management, LLC History No change 250 20 0.0% 0.0% 547 0 0.0% Q2 2026 Sep 15, 2026
Aventura Private Wealth, LLC History No change 251 20 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 15, 2026
HORIZON BANCORP INC /IN/ History No change 240 19 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 04, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 244 19 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 224 18 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 07, 2026
Oakworth Capital, Inc. History No change 219 17 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 22, 2026
IFS Advisors, LLC History No change 213 17 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 10, 2026
Kings Path Partners LLC History No change 216 17 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 14, 2026
Cranbrook Wealth Management, LLC History No change 202 16 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 06, 2026
FNY Investment Advisers, LLC History No change 205 16 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 08, 2026
WELLINGTON-ALTUS USA INC. History No change 250 16 0.01% 0.01% 557 0 0.0% Q2 2026 Sep 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 200 16 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 17, 2026
Key FInancial Inc History No change 206 16 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 200 16 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 10, 2026
Harborfront Financial Group LLC History No change 196 15 0.06% 0.06% 561 0 0.0% Q2 2026 Aug 07, 2026
Signature Equity Partners, LLC History No change 185 14 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 30, 2026
Provenance Wealth Advisors, LLC History No change 173 13 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 24, 2026
HM PAYSON & CO History No change 150 12 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 17, 2026
North Star Investment Management Corp. History No change 158 12 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 28, 2026
Independence Bank of Kentucky History No change 150 12 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 13, 2026
Physician Wealth Advisors, Inc. History No change 154 12 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 20, 2026
Aberdeen Wealth Management LLC History No change 155 12 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 160 12 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 08, 2026
Caldwell Trust Co History No change 156 12 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 03, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 157 12 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 140 11 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 139 11 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
UNION SAVINGS BANK History No change 144 11 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 138 11 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 10, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 143 11 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 05, 2026
Financial Gravity Companies, Inc. History No change 125 10 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 124 10 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 23, 2026
Dixon Mitchell Investment Counsel Inc. History No change 127 10 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 133 10 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 27, 2026
C M BIDWELL & ASSOCIATES LTD History No change 114 9 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 115 9 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 103 8 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 08, 2026
VANGUARD ADVISERS INC History No change 110 8 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 100 8 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 09, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 100 8 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History No change 100 8 0.0% 0.0% 587 0 0.0% Q3 2026 Oct 01, 2026
Fourth Dimension Wealth, LLC History No change 100 8 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 31, 2026
Birchwood Financial Partners, Inc. History No change 110 8 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 92 7 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 91 7 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 05, 2026
MTM Investment Management, LLC History No change 87 7 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 03, 2026
RMG Wealth Management LLC History No change 85 6 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 86 6 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 83 6 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 70 5 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History No change 63 5 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History No change 70 5 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 10, 2026
Darwin Wealth Management, LLC History No change 68 5 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 21, 2026
LifeSteps Financial, Inc. History No change 74 5 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 17, 2026
Concord Wealth Partners History No change 73 5 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 27, 2026
Gen-Wealth Partners Inc History No change 68 5 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 10, 2026
Wilmington Savings Fund Society, FSB History No change 52 4 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 28, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 55 4 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 10, 2026
Bay Harbor Wealth Management, LLC History No change 50 4 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 28, 2026
Mechanics Financial Corp History No change 50 4 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 54 4 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 13, 2026
Vanguard National Trust Co History No change 53 4 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 60 4 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 23, 2026
Crews Bank & Trust History No change 60 4 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 16, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 50 4 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 59 4 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 27, 2026
Heritage Wealth Advisors History No change 45 3 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 14, 2026
MILLER WEALTH ADVISORS, LLC History No change 45 3 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 29, 2026
Strive Financial Group ,LLC History No change 46 3 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Advisors LLC History No change 44 3 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 07, 2026
CrossGen Wealth, LLC History No change 49 3 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 24, 2026
Planning Strategies Inc. History No change 36 3 0.0% 0.0% 618 0 0.0% Q3 2026 Oct 02, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 20 2 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
Stone House Investment Management, LLC History No change 35 2 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 05, 2026
Nalls Sherbakoff Group, LLC History No change 29 2 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 17, 2026
OBSIDIAN CIO, LLC History No change 28 2 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 03, 2026
SWAN Capital LLC History No change 35 2 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 30 2 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 2 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 23, 2026
American Capital Advisory, LLC History No change 25 2 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 28, 2026
VSM Wealth Advisory, LLC History No change 25 2 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 22, 2026
Ankerstar Wealth, LLC History No change 30 2 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History New 15 1 0.0% — 637 +15 New Q3 2026 Oct 01, 2026
BESSEMER GROUP INC History No change 9 1 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 12, 2026
COUNTRY TRUST BANK History No change 13 1 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 15, 2026
Roble, Belko & Company, Inc History No change 7 1 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 17 1 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 28, 2026
Imprint Wealth LLC History No change 21 1 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 24 1 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 15 1 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 15 1 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 05, 2026
VALLEY NATIONAL ADVISERS INC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 9 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HOERTKORN RICHARD CHARLES History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Morse Asset Management, Inc History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Truvestments Capital LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Strengthening Families & Communities, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Acumen Wealth Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Signature Resources Capital Management, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Aspect Partners, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Ascentis Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Financial Life Planners History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Miller Global Investments, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
Go Invest LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 05, 2026