AMERICAN CENTURY ETF TRUST - AVDE

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
AMERIPRISE FINANCIAL INC History No change 8,831,440 787,665 0.16% 0.16% 1 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 6,138,581 547,561 0.24% 0.24% 2 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 5,634,103 502,561 0.11% 0.11% 3 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 5,369,195 479,285 0.8% 0.8% 4 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,248,750 468,189 0.11% 0.11% 5 0 0.0% Q2 2026 Sep 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,149,175 459,306 5.61% 5.61% 6 0 0.0% Q2 2026 Jul 20, 2026
BANK OF AMERICA CORP /DE/ History No change 4,397,843 392,287 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 4,388,303 391,436 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 4,356,688 388,616 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,148,065 370,007 0.2% 0.2% 10 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,267,330 291,445 0.14% 0.14% 11 0 0.0% Q2 2026 Aug 07, 2026
Rockwood Wealth Management, LLC History No change 3,165,871 282,395 17.85% 17.85% 12 0 0.0% Q2 2026 Jul 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 2,919,800 260,446 1.95% 1.95% 13 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 2,886,060 257,436 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 2,673,605 238,485 0.23% 0.23% 15 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 2,271,682 202,634 0.28% 0.28% 16 0 0.0% Q2 2026 Aug 27, 2026
MASECO LLP History No change 2,008,367 179,156 5.04% 5.04% 17 0 0.0% Q2 2026 Aug 05, 2026
Advance Capital Management, Inc. History No change 1,854,102 165,385 5.35% 5.35% 18 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,755,170 156,561 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,727,133 154,060 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 1,693,261 151,038 0.85% 0.85% 21 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 1,542,262 137,569 1.64% 1.64% 22 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History No change 1,504,548 134,205 2.29% 2.29% 23 0 0.0% Q2 2026 Jul 10, 2026
Gradient Investments LLC History Added to 1,472,875 132,720 1.9% 1.78% 24 +27,245 1.88% Q3 2026 Oct 08, 2026
Oak Root LLC History No change 1,427,068 128,593 14.18% 14.05% 25 0 0.0% Q3 2026 Oct 09, 2026
FIFTH THIRD BANCORP History No change 1,262,823 112,643 0.18% 0.18% 26 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 1,222,477 109,044 0.63% 0.63% 27 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 1,209,058 107,848 10.23% 10.23% 28 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,178,813 105,150 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Added to 1,087,395 97,300 1.23% 1.05% 30 +258,788 31.23% Q3 2026 Oct 08, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 1,058,929 94,456 11.5% 11.5% 31 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 1,046,145 93,316 1.42% 1.42% 32 0 0.0% Q2 2026 Aug 05, 2026
GW HENSSLER & ASSOCIATES LTD History No change 1,030,458 91,916 4.09% 4.09% 33 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL TRUST CO History No change 1,009,714 90,066 3.06% 3.06% 34 0 0.0% Q2 2026 Jul 30, 2026
Diversified Portfolios, Inc. History No change 994,311 88,692 6.43% 6.43% 35 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 926,373 82,632 0.38% 0.38% 36 0 0.0% Q2 2026 Aug 18, 2026
Werba Rubin Papier Wealth Management History No change 876,278 78,164 9.49% 9.49% 37 0 0.0% Q2 2026 Jul 27, 2026
Plancorp, LLC History No change 862,580 77,002 1.88% 1.88% 38 0 0.0% Q2 2026 Jul 14, 2026
&PARTNERS History No change 858,519 76,581 0.31% 0.31% 39 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 846,764 75,531 0.09% 0.09% 40 0 0.0% Q2 2026 Aug 14, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 809,847 72,238 12.45% 12.45% 41 0 0.0% Q2 2026 Aug 04, 2026
ATWOOD & PALMER INC History Added to 789,054 71,101 3.65% 3.67% 42 +17,592 2.28% Q3 2026 Oct 08, 2026
Simplicity Wealth,LLC History No change 795,696 70,976 2.4% 2.4% 43 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 785,624 70,078 0.16% 0.16% 44 0 0.0% Q2 2026 Jul 27, 2026
Savant Capital, LLC History No change 773,812 69,024 0.2% 0.2% 45 0 0.0% Q2 2026 Aug 10, 2026
JNBA Financial Advisors History No change 769,910 68,676 5.2% 5.2% 46 0 0.0% Q2 2026 Jul 23, 2026
ESL Trust Services, LLC History No change 748,227 66,741 11.38% 11.38% 47 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 736,719 65,715 1.18% 1.18% 48 0 0.0% Q2 2026 Jul 31, 2026
Cresset Asset Management, LLC History No change 723,784 64,561 0.23% 0.23% 49 0 0.0% Q2 2026 Aug 14, 2026
JSF Financial, LLC History No change 714,806 63,760 10.09% 10.09% 50 0 0.0% Q2 2026 Jul 28, 2026
CGN Advisors LLC History No change 694,974 61,991 4.53% 4.53% 51 0 0.0% Q2 2026 Jul 06, 2026
Creative Planning History No change 686,681 61,251 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 681,091 60,753 0.2% 0.2% 53 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 644,212 57,463 0.07% 0.07% 54 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 607,391 55,612 3.03% 3.03% 55 0 0.0% Q2 2026 Aug 05, 2026
BSW Wealth Partners History No change 599,240 53,452 5.94% 5.94% 56 0 0.0% Q2 2026 Jul 15, 2026
McLean Asset Management Corp History No change 585,863 53,436 7.06% 7.06% 57 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 591,192 53,272 4.56% 4.7% 58 +3,351 0.57% Q3 2026 Oct 01, 2026
HARBOUR INVESTMENTS, INC. History No change 587,109 52,370 0.71% 0.71% 59 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 555,377 49,434 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 554,433 49,128 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
FOSTER & MOTLEY INC History No change 543,156 48,450 2.23% 2.23% 62 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 529,917 47,268 0.49% 0.49% 63 0 0.0% Q2 2026 Aug 14, 2026
Family Investment Center, Inc. History No change 512,323 45,699 7.59% 7.59% 64 0 0.0% Q2 2026 Jul 23, 2026
EP Wealth Advisors, LLC History No change 504,383 44,990 0.17% 0.17% 65 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Strategies, LLC History No change 483,677 43,143 6.68% 6.68% 66 0 0.0% Q2 2026 Jul 21, 2026
Zhang Financial LLC History No change 475,617 42,425 1.24% 1.24% 67 0 0.0% Q2 2026 Jul 30, 2026
Prime Capital Investment Advisors, LLC History No change 464,198 41,406 0.4% 0.4% 68 0 0.0% Q2 2026 Aug 05, 2026
Quantum Financial Advisors, LLC History No change 463,319 41,328 4.09% 4.09% 69 0 0.0% Q2 2026 Jul 08, 2026
CVA Family Office, LLC History No change 457,745 40,830 3.7% 3.7% 70 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 449,387 40,085 0.06% 0.06% 71 0 0.0% Q2 2026 Aug 13, 2026
HORAN Wealth, LLC History No change 426,053 38,003 4.75% 4.75% 72 0 0.0% Q2 2026 Aug 26, 2026
Visionary Wealth Advisors History No change 420,371 37,497 1.48% 1.48% 73 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 419,960 37,461 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 415,767 37,086 0.23% 0.23% 75 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Advisor Solutions, LLC History No change 414,689 36,990 0.31% 0.31% 76 0 0.0% Q2 2026 Aug 06, 2026
Pacific Life Fund Advisors LLC History No change 410,408 36,608 4.02% 4.02% 77 0 0.0% Q2 2026 Aug 04, 2026
Highland Financial Advisors, LLC History No change 405,093 36,134 7.95% 7.95% 78 0 0.0% Q2 2026 Jul 09, 2026
IAM Advisory, LLC History No change 398,427 35,539 6.92% 6.92% 79 0 0.0% Q2 2026 Jul 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 386,895 34,511 0.04% 0.04% 80 0 0.0% Q2 2026 Aug 19, 2026
Perkins Coie Trust Co History No change 382,790 34,144 5.66% 5.66% 81 0 0.0% Q2 2026 Jul 09, 2026
BCR Wealth Strategies, LLC History No change 381,816 34,057 9.57% 9.57% 82 0 0.0% Q2 2026 Jul 31, 2026
Financial Enhancement Group LLC History Added to 370,785 33,177 3.81% 3.79% 83 +14,053 3.94% Q3 2026 Oct 08, 2026
Compass Ion Advisors, LLC History No change 370,077 33,010 2.84% 2.84% 84 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 367,306 32,763 0.35% 0.35% 85 0 0.0% Q2 2026 Aug 03, 2026
RVW Wealth, LLC History Added to 356,653 32,138 2.06% 1.72% 86 +63,854 21.81% Q3 2026 Oct 06, 2026
Strategic Blueprint, LLC History No change 355,855 31,742 1.59% 1.59% 87 0 0.0% Q2 2026 Jul 23, 2026
OSAIC HOLDINGS, INC. History No change 354,773 31,653 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 353,800 31,558 0.75% 0.75% 89 0 0.0% Q2 2026 Aug 14, 2026
Kelman-Lazarov, Inc. History No change 352,258 31,421 4.12% 4.12% 90 0 0.0% Q2 2026 Aug 10, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Reduced 335,109 30,196 10.8% 10.22% 91 -6,418 -1.88% Q3 2026 Oct 06, 2026
Symphony Financial, Ltd. Co. History No change 335,841 29,894 3.27% 3.27% 92 0 0.0% Q2 2026 Aug 03, 2026
SC&H Financial Advisors, Inc. History No change 332,244 29,636 3.93% 3.93% 93 0 0.0% Q2 2026 Aug 04, 2026
CARDIFF PARK ADVISORS, LLC History No change 330,466 29,477 2.29% 2.29% 94 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 328,620 29,312 0.87% 0.87% 95 0 0.0% Q2 2026 Jul 27, 2026
55 North Private Wealth, LLC History No change 326,631 29,135 5.73% 5.73% 96 0 0.0% Q2 2026 Jul 07, 2026
ACT Advisors, LLC. History No change 324,608 28,955 9.63% 9.63% 97 0 0.0% Q2 2026 Jul 22, 2026
Echo Wealth Management, LLC History No change 321,389 28,667 14.63% 14.63% 98 0 0.0% Q2 2026 Jul 24, 2026
Yardley Wealth Management LLC History No change 319,168 28,469 12.93% 12.93% 99 0 0.0% Q2 2026 Jul 16, 2026
B&D White Capital Company, LLC History No change 315,797 28,169 2.8% 2.8% 100 0 0.0% Q2 2026 Jul 31, 2026
OneDigital Investment Advisors LLC History No change 314,914 28,090 0.24% 0.24% 101 0 0.0% Q2 2026 Aug 06, 2026
HTG Investment Advisors, Inc. History No change 306,872 27,372 7.02% 7.02% 102 0 0.0% Q2 2026 Aug 06, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 298,688 26,643 11.1% 11.1% 103 0 0.0% Q2 2026 Aug 11, 2026
Oak Wealth Advisors LLC History No change 298,639 26,638 12.78% 12.78% 104 0 0.0% Q2 2026 Jul 22, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 298,615 26,636 7.94% 7.94% 105 0 0.0% Q2 2026 Aug 04, 2026
IAG Wealth Partners, LLC History No change 296,039 26,406 2.61% 2.61% 106 0 0.0% Q2 2026 Aug 06, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 295,581 26,365 6.28% 6.28% 107 0 0.0% Q2 2026 Aug 10, 2026
Tarbox Family Office, Inc. History No change 295,495 26,358 3.78% 3.78% 108 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 294,699 26,287 0.48% 0.48% 109 0 0.0% Q2 2026 Jul 31, 2026
Bluespring Wealth Management, LLC History No change 292,710 26,109 0.5% 0.5% 110 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 288,960 25,775 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 12, 2026
Copper Harbor Investment Advisors, LLC History No change 288,147 25,702 5.44% 5.44% 112 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 284,980 25,690 7.03% 7.03% 113 0 0.0% Q2 2026 Jul 24, 2026
BWM Planning, LLC History No change 287,431 25,638 5.95% 5.95% 114 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 282,879 25,232 0.09% 0.09% 115 0 0.0% Q2 2026 Aug 14, 2026
Elyxium Wealth, LLC History No change 281,339 25,095 2.64% 2.64% 116 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 278,559 24,847 0.11% 0.11% 117 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 276,538 24,667 0.1% 0.1% 118 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 274,672 24,500 7.52% 7.52% 119 0 0.0% Q2 2026 Jul 21, 2026
Mason & Associates Inc History No change 272,600 24,315 3.93% 3.93% 120 0 0.0% Q2 2026 Jul 23, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 272,559 24,312 2.35% 2.35% 121 0 0.0% Q2 2026 Jul 22, 2026
Cannon Financial Strategists, Inc. History No change 269,845 24,070 2.74% 2.74% 122 0 0.0% Q2 2026 Aug 07, 2026
Pearl Planning LLC History No change 261,773 23,350 10.74% 10.74% 123 0 0.0% Q2 2026 Jul 21, 2026
D L CARLSON INVESTMENT GROUP INC History No change 261,549 23,330 3.71% 3.71% 124 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 261,261 23,304 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 07, 2026
Freedom Financial Partners LLC History No change 260,413 23,228 7.57% 7.57% 126 0 0.0% Q2 2026 Aug 06, 2026
JRM Investment Counsel, LLC History No change 260,135 23,204 5.61% 5.61% 127 0 0.0% Q2 2026 Aug 13, 2026
Axiom Financial Strategies, LLC History No change 250,119 22,310 6.99% 6.99% 128 0 0.0% Q2 2026 Aug 06, 2026
Trellis Wealth Advisors LLC History No change 250,006 22,300 7.65% 7.65% 129 0 0.0% Q2 2026 Jul 15, 2026
Indivisible Partners History No change 247,271 22,056 1.25% 1.25% 130 0 0.0% Q2 2026 Aug 04, 2026
Torren Management, LLC History No change 240,973 21,494 10.93% 10.93% 131 0 0.0% Q2 2026 Jul 10, 2026
NewEdge Advisors, LLC History No change 240,553 21,457 0.06% 0.06% 132 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 236,996 21,140 0.2% 0.2% 133 0 0.0% Q2 2026 Aug 14, 2026
BCWM, LLC History No change 236,843 21,126 6.18% 6.18% 134 0 0.0% Q2 2026 Aug 14, 2026
Lifestyle Asset Management, Inc. History No change 236,820 21,124 5.68% 5.68% 135 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 231,308 20,632 0.69% 0.69% 136 0 0.0% Q2 2026 Jul 24, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 231,296 20,631 5.03% 5.03% 137 0 0.0% Q2 2026 Jul 09, 2026
Purpose Unlimited Inc. History No change 230,952 20,600 0.79% 0.79% 138 0 0.0% Q2 2026 Aug 13, 2026
Burton Enright Welch History No change 220,226 19,644 2.31% 2.31% 139 0 0.0% Q2 2026 Jul 17, 2026
Disciplina Capital Management LLC History No change 211,545 18,869 1.95% 1.95% 140 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 208,983 18,641 2.1% 2.1% 141 0 0.0% Q2 2026 Jul 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 208,056 18,558 0.59% 0.59% 142 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 207,668 18,521 1.88% 1.88% 143 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History No change 203,767 18,175 0.52% 0.52% 144 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Partners, LTD. History No change 201,273 17,953 0.18% 0.18% 145 0 0.0% Q2 2026 Aug 11, 2026
WMG Financial Advisors, LLC History No change 200,299 17,866 6.73% 6.73% 146 0 0.0% Q2 2026 Jul 23, 2026
Broadway Wealth Solutions, Inc. History No change 199,247 17,772 8.3% 8.3% 147 0 0.0% Q2 2026 Jul 13, 2026
Farther Finance Advisors, LLC History Added to 196,955 17,747 0.13% 0.1% 148 +57,270 41.0% Q3 2026 Oct 08, 2026
World Investment Advisors History No change 208,978 17,729 0.29% 0.29% 149 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 194,650 17,362 2.19% 2.19% 150 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 194,245 17,326 0.19% 0.19% 151 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 193,179 17,231 6.79% 6.79% 152 0 0.0% Q2 2026 Jul 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 190,450 17,161 4.82% 4.83% 153 +9,880 5.47% Q3 2026 Oct 07, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 188,089 16,990 6.91% 6.64% 154 +1,359 0.73% Q3 2026 Oct 06, 2026
STEPHENS INC /AR/ History No change 186,102 16,600 0.19% 0.19% 155 0 0.0% Q2 2026 Jul 29, 2026
FAS Wealth Partners, Inc. History No change 186,014 16,592 0.86% 0.86% 156 0 0.0% Q2 2026 Jul 29, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 185,862 16,578 4.25% 4.25% 157 0 0.0% Q2 2026 Jul 15, 2026
Canvas Wealth Advisors, LLC History No change 185,740 16,568 2.31% 2.31% 158 0 0.0% Q2 2026 Jul 10, 2026
Meridian Wealth Advisors, LLC History No change 182,184 16,250 1.85% 1.85% 159 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 176,772 15,768 0.13% 0.13% 160 0 0.0% Q2 2026 Jul 27, 2026
Align Financial, LLC History No change 175,070 15,616 7.75% 7.75% 161 0 0.0% Q2 2026 Jul 27, 2026
Clarion Wealth Managment Partners, LLC History No change 174,309 15,548 12.55% 12.55% 162 0 0.0% Q2 2026 Aug 12, 2026
FSA Investment Group, LLC History Added to 171,952 15,494 4.93% 4.59% 163 +13,395 8.45% Q3 2026 Oct 07, 2026
AWM CAPITAL, LLC History No change 172,857 15,418 1.23% 1.23% 164 0 0.0% Q2 2026 Jul 31, 2026
Quantinno Capital Management LP History No change 172,821 15,415 0.02% 0.02% 165 0 0.0% Q2 2026 Aug 13, 2026
Passive Capital Management, LLC. History No change 186,437 15,347 4.8% 4.8% 166 0 0.0% Q2 2026 Aug 10, 2026
Marietta Wealth Management, LLC History No change 170,179 15,179 1.56% 1.56% 167 0 0.0% Q2 2026 Aug 03, 2026
Henderson Brothers Financial Partners, LLC History No change 169,952 15,159 7.18% 7.18% 168 0 0.0% Q2 2026 Aug 13, 2026
TCI Wealth Advisors, Inc. History No change 169,275 15,099 0.65% 0.65% 169 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 165,184 14,734 2.85% 2.85% 170 0 0.0% Q2 2026 Jul 16, 2026
CURIO WEALTH, LLC History No change 163,921 14,621 4.54% 4.54% 171 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 160,596 14,325 0.09% 0.09% 172 0 0.0% Q2 2026 Aug 17, 2026
ARQ WEALTH ADVISORS, LLC History No change 145,160 13,121 1.63% 1.63% 173 0 0.0% Q2 2026 Jul 24, 2026
Advisory Resource Group History No change 146,247 13,045 1.96% 1.96% 174 0 0.0% Q2 2026 Jul 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 145,448 12,973 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 144,897 12,924 2.79% 2.79% 176 0 0.0% Q2 2026 Aug 14, 2026
Lutz Financial Services LLC History No change 144,861 12,921 0.79% 0.79% 177 0 0.0% Q2 2026 Aug 05, 2026
Financial Symmetry Inc History Reduced 143,051 12,890 4.12% 4.27% 178 -336 -0.23% Q3 2026 Oct 06, 2026
BANK OF MONTREAL /CAN/ History No change 135,655 12,100 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
Mason & Associates, LLC History No change 135,191 12,059 2.51% 2.51% 180 0 0.0% Q2 2026 Jul 14, 2026
GeoWealth Management, LLC History No change 135,085 12,049 0.38% 0.38% 181 0 0.0% Q2 2026 Jul 30, 2026
Hill Investment Group Partners, LLC History No change 134,380 11,986 1.22% 1.22% 182 0 0.0% Q2 2026 Aug 12, 2026
Heritage Family Offices, LLP History No change 132,413 11,811 4.56% 4.56% 183 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 132,413 11,811 4.57% 4.57% 184 0 0.0% Q2 2026 Jul 06, 2026
STIFEL FINANCIAL CORP History No change 131,052 11,689 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 12, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 129,560 11,556 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 13, 2026
Magnolia Private Wealth, LLC History No change 434,018 11,497 6.31% 6.31% 187 0 0.0% Q2 2026 Aug 05, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 126,016 11,240 3.01% 3.01% 188 0 0.0% Q2 2026 Jul 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 121,996 10,882 1.44% 1.44% 189 0 0.0% Q2 2026 Jul 13, 2026
Janney Montgomery Scott LLC History No change 121,332 10,823 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 05, 2026
Core Wealth Advisors, Inc. History No change 121,023 10,795 2.17% 2.17% 191 0 0.0% Q2 2026 Aug 11, 2026
Trace Wealth Advisors, LLC History No change 120,786 10,774 7.05% 7.05% 192 0 0.0% Q2 2026 Jul 28, 2026
True North Advisors, LLC History No change 119,722 10,679 1.02% 1.02% 193 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Financial Partners, Inc. History No change 117,917 10,518 0.07% 0.07% 194 0 0.0% Q2 2026 Aug 14, 2026
Equity Wealth Partners, LLC History No change 117,646 10,493 3.77% 3.77% 195 0 0.0% Q2 2026 Jul 27, 2026
Integrity Investment Advisors, LLC History No change 116,559 10,397 4.52% 4.52% 196 0 0.0% Q2 2026 Jul 21, 2026
Watchman Group, Inc. History No change 114,677 10,229 2.29% 2.29% 197 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 114,409 10,205 0.16% 0.16% 198 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 114,206 10,187 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Solutions Inc. History No change 112,850 10,066 3.82% 3.82% 200 0 0.0% Q2 2026 Jul 13, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 111,541 10,050 2.62% 2.5% 201 +28 0.03% Q3 2026 Oct 08, 2026
PCG Wealth Advisors, LLC History No change 112,569 10,041 2.24% 2.24% 202 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 112,133 10,002 0.06% 0.06% 203 0 0.0% Q2 2026 Aug 17, 2026
KilterHowling LLC History No change 111,310 9,928 4.45% 4.45% 204 0 0.0% Q2 2026 Aug 11, 2026
REDW Wealth LLC History No change 110,315 9,840 3.53% 3.53% 205 0 0.0% Q2 2026 Jul 30, 2026
Clarity Capital Advisors, LLC History No change 110,022 9,813 4.11% 4.11% 206 0 0.0% Q2 2026 Jul 13, 2026
Gateway Wealth Partners, LLC History No change 109,637 9,779 0.59% 0.59% 207 0 0.0% Q2 2026 Aug 04, 2026
WorthPointe, LLC History No change 108,778 9,703 2.43% 2.43% 208 0 0.0% Q2 2026 Jul 31, 2026
LANE BROTHERS & CO INC History No change 108,759 9,701 6.35% 6.35% 209 0 0.0% Q2 2026 Aug 05, 2026
ABLE Financial Group, LLC History No change 106,019 9,456 1.59% 1.59% 210 0 0.0% Q2 2026 Jul 22, 2026
SAGE RHINO CAPITAL LLC History No change 105,762 9,433 1.53% 1.53% 211 0 0.0% Q2 2026 Aug 03, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 104,669 9,336 2.77% 2.77% 212 0 0.0% Q2 2026 Jul 31, 2026
Orion Capital Management LLC History No change 104,491 9,320 2.88% 2.88% 213 0 0.0% Q2 2026 Aug 17, 2026
Bauman Advisory Group, LLC History No change 103,645 9,245 4.89% 4.89% 214 0 0.0% Q2 2026 Aug 04, 2026
Burk Holdings LLC History No change 100,644 8,977 3.32% 3.32% 215 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History Added to 99,148 8,934 0.26% 0.24% 216 +7,386 8.05% Q3 2026 Oct 08, 2026
Annandale Capital, LLC History No change 95,262 8,497 1.16% 1.16% 217 0 0.0% Q2 2026 Aug 13, 2026
Certified Advisory Corp History No change 93,774 8,364 0.67% 0.67% 218 0 0.0% Q2 2026 Jul 16, 2026
AGH Wealth Advisors, LLC History No change 93,519 8,343 5.26% 5.26% 219 0 0.0% Q2 2026 Jul 22, 2026
Clark Wealth Partners History No change 92,818 8,279 4.67% 4.67% 220 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 91,265 8,140 0.04% 0.04% 221 0 0.0% Q2 2026 Jul 17, 2026
Merited Wealth, LLC History No change 90,452 8,068 5.71% 5.71% 222 0 0.0% Q2 2026 Aug 14, 2026
ShankerValleau Wealth Advisors, Inc. History No change 90,314 8,056 2.12% 2.12% 223 0 0.0% Q2 2026 Jul 09, 2026
NICOLET BANKSHARES INC History No change 89,459 8,026 0.26% 0.26% 224 0 0.0% Q2 2026 Aug 11, 2026
Petros Family Wealth, LLC History No change 89,355 7,970 4.87% 4.87% 225 0 0.0% Q2 2026 Jul 27, 2026
Western Reserve Capital Management, LLC History No change 87,826 7,834 5.81% 5.81% 226 0 0.0% Q2 2026 Jul 21, 2026
Madrid Wealth Management, LLC History No change 87,691 7,822 5.13% 5.13% 227 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 87,157 7,791 0.16% 0.16% 228 0 0.0% Q2 2026 Jul 29, 2026
marrick wealth, LLC History No change 86,643 7,728 5.49% 5.49% 229 0 0.0% Q2 2026 Jul 14, 2026
Holcombe Financial, Inc. History No change 86,377 7,704 4.35% 4.35% 230 0 0.0% Q2 2026 Jul 13, 2026
Coign Capital Advisors LLC History No change 85,690 7,643 3.44% 3.44% 231 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 84,989 7,581 0.2% 0.2% 232 0 0.0% Q2 2026 Aug 14, 2026
E-Wealth Partners, LLC History No change 84,270 7,516 5.43% 5.43% 233 0 0.0% Q2 2026 Aug 17, 2026
Nicholson Meyer Capital Management, Inc. History No change 83,176 7,419 4.94% 4.94% 234 0 0.0% Q2 2026 Jul 21, 2026
Midwestern Financial, LLC /IA History No change 82,988 7,402 5.18% 5.18% 235 0 0.0% Q2 2026 Aug 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 81,892 7,305 1.81% 1.81% 236 0 0.0% Q2 2026 Jul 21, 2026
CROBAN History No change 81,670 7,284 3.21% 3.21% 237 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 81,618 7,280 0.13% 0.13% 238 0 0.0% Q2 2026 Aug 12, 2026
Great Point Wealth Advisors, LLC History No change 79,576 7,098 1.15% 1.15% 239 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 78,847 7,033 0.3% 0.3% 240 0 0.0% Q2 2026 Jul 22, 2026
Greenspring Advisors, LLC History No change 78,743 7,023 0.39% 0.39% 241 0 0.0% Q2 2026 Aug 11, 2026
Waterfront Wealth Inc. History No change 76,945 6,928 1.07% 1.07% 242 0 0.0% Q2 2026 Jul 30, 2026
Owl Creek Wealth Partners LLC History No change 77,549 6,917 2.02% 2.02% 243 0 0.0% Q2 2026 Jul 20, 2026
FMB WEALTH MANAGEMENT History No change 77,234 6,889 2.53% 2.53% 244 0 0.0% Q2 2026 Jul 27, 2026
Greenwich Wealth Management LLC History No change 76,825 6,853 0.25% 0.25% 245 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 76,606 6,833 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 13, 2026
Sensenig Capital Advisors, Inc History No change 76,568 6,829 6.25% 6.25% 247 0 0.0% Q2 2026 Jul 17, 2026
Ferguson Johnson Wealth Management Inc History No change 74,726 6,665 4.86% 4.86% 248 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 74,484 6,643 0.11% 0.11% 249 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 74,037 6,604 0.04% 0.04% 250 0 0.0% Q2 2026 Aug 10, 2026
Ariadne Wealth Management, LP History No change 73,451 6,551 2.9% 2.9% 251 0 0.0% Q2 2026 Aug 13, 2026
Brown Financial Advisors History No change 72,728 6,487 2.27% 2.27% 252 0 0.0% Q2 2026 Aug 26, 2026
IHT Wealth Management, LLC History No change 72,279 6,447 0.14% 0.14% 253 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 75,724 6,424 0.26% 0.26% 254 0 0.0% Q2 2026 Jul 09, 2026
Legacy Wealth Management, LLC / MS History No change 71,796 6,404 1.64% 1.64% 255 0 0.0% Q2 2026 Jul 08, 2026
Wedmont Private Capital History Added to 71,327 6,368 0.15% 0.17% 256 +746 1.06% Q3 2026 Oct 09, 2026
Lakeridge Wealth Management LLC History No change 70,736 6,309 2.32% 2.32% 257 0 0.0% Q2 2026 Jul 14, 2026
Advyzon Investment Management, LLC History No change 69,309 6,182 0.45% 0.45% 258 0 0.0% Q2 2026 Aug 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 67,572 6,027 0.74% 0.74% 259 0 0.0% Q2 2026 Jul 20, 2026
Networth Advisors, LLC History No change 65,742 5,864 3.41% 3.41% 260 0 0.0% Q2 2026 Jul 22, 2026
StrongBox Wealth, LLC History No change 65,183 5,814 1.66% 1.66% 261 0 0.0% Q2 2026 Jul 23, 2026
Meredith Wealth Planning History No change 64,643 5,766 1.36% 1.36% 262 0 0.0% Q2 2026 Jul 24, 2026
Glenview Trust Co History No change 64,070 5,715 0.08% 0.08% 263 0 0.0% Q2 2026 Aug 18, 2026
BLVD Private Wealth, LLC History No change 63,954 5,704 4.24% 4.24% 264 0 0.0% Q2 2026 Jul 23, 2026
Altar Rock LLC History No change 63,499 5,664 8.28% 8.28% 265 0 0.0% Q2 2026 Sep 21, 2026
SJS Investment Consulting Inc. History No change 61,103 5,450 0.59% 0.59% 266 0 0.0% Q2 2026 Jul 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 61,078 5,448 0.27% 0.27% 267 0 0.0% Q2 2026 Jul 20, 2026
MONECO ADVISORS, LLC History No change 60,372 5,385 0.33% 0.33% 268 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 60,054 5,356 0.35% 0.35% 269 0 0.0% Q2 2026 Aug 14, 2026
ARK & TLK INVESTMENTS, LLC History No change 59,953 5,347 1.32% 1.32% 270 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 59,730 5,327 1.27% 1.27% 271 0 0.0% Q2 2026 Jul 16, 2026
McCartney Wealth Management LLC History No change 59,599 5,316 4.03% 4.03% 272 0 0.0% Q2 2026 Aug 03, 2026
Mendota Financial Group, LLC History Added to 56,824 5,120 3.18% 2.54% 273 +10,878 23.68% Q3 2026 Oct 07, 2026
Global Strategic Investment Solutions, LLC History No change 56,815 5,067 0.45% 0.45% 274 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 55,693 4,967 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 03, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 54,940 4,900 1.75% 1.75% 276 0 0.0% Q2 2026 Jul 23, 2026
Paladin Wealth, LLC History No change 54,834 4,891 2.84% 2.84% 277 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS & NORTHERN CORP History No change 54,809 4,888 1.12% 1.12% 278 0 0.0% Q2 2026 Jul 17, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 54,437 4,855 4.0% 4.0% 279 0 0.0% Q2 2026 Jul 30, 2026
Capstone Wealth Management, Inc. History No change 54,176 4,827 3.62% 3.62% 280 0 0.0% Q2 2026 Aug 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 56,639 4,805 0.83% 0.83% 281 0 0.0% Q2 2026 Aug 03, 2026
Accurate Wealth Management, LLC History No change 53,231 4,792 0.46% 0.46% 282 0 0.0% Q2 2026 Jul 14, 2026
Evensky & Katz LLC History No change 53,391 4,762 0.25% 0.25% 283 0 0.0% Q2 2026 Jul 22, 2026
Arcadia Wealth Management, Inc. History No change 53,275 4,752 2.27% 2.27% 284 0 0.0% Q2 2026 Aug 11, 2026
Wheels Up Wealth, Inc. History No change 53,088 4,735 4.01% 4.01% 285 0 0.0% Q2 2026 Jul 27, 2026
Heirloom Wealth Management History No change 52,824 4,711 0.68% 0.68% 286 0 0.0% Q2 2026 Aug 03, 2026
Symmetry Partners, LLC History No change 50,836 4,534 0.23% 0.23% 287 0 0.0% Q2 2026 Jul 23, 2026
Flagstone Financial Management History No change 50,816 4,532 1.01% 1.01% 288 0 0.0% Q2 2026 Jul 21, 2026
Family Office Research LLC History No change 50,225 4,480 1.68% 1.68% 289 0 0.0% Q2 2026 Jul 27, 2026
Moisand Fitzgerald Tamayo, LLC History No change 49,662 4,429 0.43% 0.43% 290 0 0.0% Q2 2026 Jul 13, 2026
Grove Bank & Trust History Added to 49,137 4,427 0.44% 0.43% 291 +649 1.34% Q3 2026 Oct 08, 2026
Clear Creek Financial Management, LLC History No change 49,259 4,393 0.28% 0.28% 292 0 0.0% Q2 2026 Jul 27, 2026
ANDERSON HOAGLAND & CO History No change 48,903 4,362 0.34% 0.34% 293 0 0.0% Q2 2026 Jul 06, 2026
ORBA Wealth Advisors, L.L.C. History No change 48,214 4,300 3.68% 3.68% 294 0 0.0% Q2 2026 Jul 23, 2026
Valued Wealth Advisors LLC History No change 48,178 4,297 1.56% 1.56% 295 0 0.0% Q2 2026 Jul 20, 2026
Integrity Wealth Solutions LLC History No change 48,124 4,292 1.59% 1.59% 296 0 0.0% Q2 2026 Jul 30, 2026
Advisory Services Network, LLC History No change 47,680 4,253 0.05% 0.05% 297 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 47,536 4,240 0.09% 0.09% 298 0 0.0% Q2 2026 Aug 03, 2026
Cypress Point Wealth Management, LLC History No change 47,323 4,221 0.86% 0.86% 299 0 0.0% Q2 2026 Jul 17, 2026
MOTCO History No change 46,937 4,186 0.36% 0.36% 300 0 0.0% Q2 2026 Jul 31, 2026
NorthCrest Asset Manangement, LLC History No change 46,493 4,156 0.11% 0.11% 301 0 0.0% Q2 2026 Jul 15, 2026
Allied Private Wealth LLC History No change 45,515 4,055 2.6% 2.6% 302 0 0.0% Q2 2026 Jul 09, 2026
Paul R. Ried Financial Group, LLC History No change 44,936 4,008 1.75% 1.75% 303 0 0.0% Q2 2026 Jul 06, 2026
Herold Advisors, Inc. History No change 44,832 3,998 0.79% 0.79% 304 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 44,195 3,942 0.06% 0.06% 305 0 0.0% Q2 2026 Aug 06, 2026
Tortoise Investment Management, LLC History No change 43,312 3,863 0.29% 0.29% 306 0 0.0% Q2 2026 Aug 07, 2026
Falcon Wealth Planning History No change 43,202 3,853 0.24% 0.24% 307 0 0.0% Q2 2026 Jul 13, 2026
Outbound Financial Inc History No change 42,694 3,808 2.47% 2.47% 308 0 0.0% Q2 2026 Jul 15, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 42,458 3,787 0.3% 0.3% 309 0 0.0% Q2 2026 Aug 06, 2026
Plum Street Advisors, LLC History No change 42,396 3,781 1.21% 1.21% 310 0 0.0% Q2 2026 Aug 13, 2026
Markowski Investments History No change 42,103 3,755 0.83% 0.83% 311 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History No change 42,016 3,747 1.0% 1.0% 312 0 0.0% Q2 2026 Jul 21, 2026
UPTICK PARTNERS, LLC History No change 41,473 3,699 0.58% 0.58% 313 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 40,832 3,642 0.08% 0.08% 314 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 40,433 3,606 0.13% 0.13% 315 0 0.0% Q2 2026 Aug 12, 2026
Cauble & Harre Wealth Management, Inc. History No change 40,353 3,599 2.89% 2.89% 316 0 0.0% Q2 2026 Aug 11, 2026
Armbruster Capital Management, Inc. History No change 40,089 3,575 0.53% 0.53% 317 0 0.0% Q2 2026 Jul 16, 2026
Prospect Financial Group LLC History No change 40,017 3,569 2.88% 2.88% 318 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 40,009 3,568 0.2% 0.2% 319 0 0.0% Q2 2026 Jul 15, 2026
CAP Partners, LLC History No change 39,759 3,546 1.73% 1.73% 320 0 0.0% Q2 2026 Jul 30, 2026
Mariner, LLC History No change 39,734 3,544 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 13, 2026
Sterneck Capital Management, LLC History No change 39,650 3,536 1.51% 1.51% 322 0 0.0% Q2 2026 Jul 30, 2026
TFO Wealth Partners, LLC History No change 39,524 3,525 0.38% 0.38% 323 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History Added to 38,523 3,471 0.37% 0.25% 324 +13,254 52.45% Q3 2026 Oct 07, 2026
QUARRY HILL ADVISORS, LLC History No change 38,479 3,432 1.32% 1.32% 325 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Partners, LLC History No change 38,322 3,418 1.59% 1.59% 326 0 0.0% Q2 2026 Aug 03, 2026
Approach Retirement Advisors, LLC History No change 38,255 3,412 2.48% 2.48% 327 0 0.0% Q2 2026 Jul 15, 2026
LexAurum Advisors, LLC History No change 38,152 3,403 0.39% 0.39% 328 0 0.0% Q2 2026 Jul 15, 2026
Mattson Financial Services, LLC History No change 37,609 3,377 0.71% 0.71% 329 0 0.0% Q2 2026 Aug 04, 2026
Aspen Capital Management, LLC History No change 37,046 3,304 0.73% 0.73% 330 0 0.0% Q2 2026 Aug 04, 2026
Milestone Asset Management Group, LLC History No change 36,796 3,282 1.65% 1.65% 331 0 0.0% Q2 2026 Jul 30, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 36,685 3,272 0.8% 0.8% 332 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 35,797 3,193 0.29% 0.29% 333 0 0.0% Q2 2026 Jul 22, 2026
Betterment LLC History No change 35,034 3,125 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 34,632 3,119 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 34,632 3,119 0.05% 0.05% 336 0 0.0% Q2 2026 Jul 29, 2026
FCG Investment Co History No change 34,931 3,115 1.08% 1.08% 337 0 0.0% Q2 2026 Jul 13, 2026
Financial Engines Advisors L.L.C. History No change 34,916 3,114 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 14, 2026
AIRE ADVISORS, LLC History No change 34,867 3,110 0.51% 0.51% 339 0 0.0% Q2 2026 Aug 14, 2026
Austin Asset Management Co Inc History No change 34,439 3,071 0.43% 0.43% 340 0 0.0% Q2 2026 Jul 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 34,385 3,067 0.03% 0.03% 341 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 34,180 3,048 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 14, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 33,682 3,004 0.57% 0.57% 343 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 33,628 2,999 0.02% 0.02% 344 0 0.0% Q2 2026 Jul 24, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 33,097 2,952 0.51% 0.51% 345 0 0.0% Q2 2026 Aug 14, 2026
Level Financial Advisors History No change 32,381 2,888 0.65% 0.65% 346 0 0.0% Q2 2026 Jul 15, 2026
Interchange Capital Partners, LLC History No change 32,166 2,869 0.54% 0.54% 347 0 0.0% Q2 2026 Jul 20, 2026
Hilton Head Capital Partners, LLC History No change 32,145 2,867 1.44% 1.44% 348 0 0.0% Q2 2026 Jul 27, 2026
Aspirean Wealth, LLC History No change 31,850 2,841 2.64% 2.64% 349 0 0.0% Q2 2026 Aug 06, 2026
L.K. Benson & Company, P.C. History No change 31,824 2,838 0.86% 0.86% 350 0 0.0% Q2 2026 Jul 24, 2026
Factor Wealth Management LTD History Reduced 31,457 2,834 0.43% 0.43% 351 -553 -1.73% Q3 2026 Oct 08, 2026
Haven Private, LLC History No change 31,609 2,819 1.07% 1.07% 352 0 0.0% Q2 2026 Jul 28, 2026
Cascade Financial Partners, LLC History No change 31,033 2,768 0.24% 0.24% 353 0 0.0% Q2 2026 Aug 04, 2026
Marathon Wealth Advisors LLC History No change 30,728 2,740 0.94% 0.94% 354 0 0.0% Q2 2026 Sep 11, 2026
Sunpointe, LLC History No change 30,263 2,699 0.77% 0.77% 355 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Planning, Inc. History Added to 29,547 2,662 0.59% 0.58% 356 +1,111 3.91% Q3 2026 Oct 08, 2026
NATIXIS ADVISORS, LLC History No change 29,656 2,645 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
Nova R Wealth, Inc. History No change 29,456 2,627 0.77% 0.77% 358 0 0.0% Q2 2026 Jul 17, 2026
Cetera Trust Company, N.A History No change 29,437 2,625 1.32% 1.32% 359 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 28,637 2,554 0.13% 0.13% 360 0 0.0% Q2 2026 Jul 23, 2026
Payne Capital LLC History No change 28,465 2,539 2.12% 2.12% 361 0 0.0% Q2 2026 Aug 11, 2026
Cogent Private Wealth, Inc. History No change 28,443 2,537 1.59% 1.59% 362 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 28,364 2,530 0.11% 0.11% 363 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 28,279 2,522 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 13, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 28,135 2,509 1.93% 1.93% 365 0 0.0% Q2 2026 Jul 24, 2026
Transcendent Capital Group LLC History No change 27,813 2,480 0.96% 0.96% 366 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Group History No change 27,717 2,472 0.15% 0.15% 367 0 0.0% Q2 2026 Jul 29, 2026
Evanson Financial, LLC History No change 27,414 2,445 0.12% 0.12% 368 0 0.0% Q2 2026 Jul 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 27,221 2,428 0.17% 0.17% 369 0 0.0% Q2 2026 Jul 07, 2026
Fifth Third Wealth Advisors LLC History No change 27,189 2,425 0.07% 0.07% 370 0 0.0% Q2 2026 Jul 17, 2026
Abacus Planning Group, Inc. History No change 27,178 2,424 0.3% 0.3% 371 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 27,026 2,410 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 26,597 2,372 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 20, 2026
SageView Advisory Group, LLC History No change 26,403 2,355 0.08% 0.08% 374 0 0.0% Q2 2026 Aug 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 25,472 2,295 0.47% 0.47% 375 -150 -0.59% Q3 2026 Oct 05, 2026
Brown Financial Advisory History No change 25,603 2,283 0.95% 0.95% 376 0 0.0% Q2 2026 Jul 28, 2026
Trademark Financial Management, LLC History No change 25,569 2,280 0.93% 0.93% 377 0 0.0% Q2 2026 Jul 27, 2026
RAM Investment Partners, LLC History No change 25,502 2,274 0.36% 0.36% 378 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Management Group, LLC History No change 25,492 2,273 0.53% 0.53% 379 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 25,228 2,250 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 24,898 2,220 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 11, 2026
Pacific Asset Management, LLC History No change 24,765 2,209 1.08% 1.08% 382 0 0.0% Q2 2026 Jul 27, 2026
LAM GROUP, INC. History No change 24,665 2,200 1.09% 1.09% 383 0 0.0% Q2 2026 Jul 10, 2026
FMR LLC History No change 23,793 2,122 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 23,535 2,099 0.42% 0.42% 385 0 0.0% Q2 2026 Aug 11, 2026
Berman McAleer LLC History No change 23,509 2,097 0.24% 0.24% 386 0 0.0% Q2 2026 Jul 16, 2026
Wealthfront Advisers LLC History No change 23,042 2,055 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 07, 2026
Fonville Wealth Management LLC History No change 22,681 2,023 0.33% 0.33% 388 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 22,465 2,003 0.25% 0.25% 389 0 0.0% Q2 2026 Aug 14, 2026
Thayer Financial, L.L.C. History No change 22,305 1,989 1.81% 1.81% 390 0 0.0% Q2 2026 Jul 08, 2026
WEDBUSH SECURITIES INC History No change 21,978 1,960 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 21,947 1,953 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 12, 2026
Seed Wealth Management, Inc. History No change 21,865 1,950 1.23% 1.23% 393 0 0.0% Q2 2026 Jul 27, 2026
Avant Financial Advisors LLC History No change 21,666 1,932 1.2% 1.2% 394 0 0.0% Q2 2026 Jul 09, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 21,551 1,922 1.57% 1.57% 395 0 0.0% Q2 2026 Aug 05, 2026
Clear Point Advisors Inc. History No change 21,348 1,904 1.69% 1.69% 396 0 0.0% Q2 2026 Jul 28, 2026
Tillman Hartley LLC History No change 20,641 1,841 0.41% 0.41% 397 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 20,310 1,811 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 19,994 1,783 0.02% 0.02% 399 0 0.0% Q2 2026 Jul 22, 2026
Clearwater Capital Advisors, LLC History No change 19,958 1,780 0.13% 0.13% 400 0 0.0% Q2 2026 Aug 06, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 19,777 1,764 0.36% 0.36% 401 0 0.0% Q2 2026 Jul 17, 2026
Tandem Investment Partners LLC History No change 19,142 1,707 1.32% 1.32% 402 0 0.0% Q2 2026 Jul 27, 2026
EARNED WEALTH ADVISORS, LLC History No change 19,118 1,705 0.11% 0.11% 403 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 19,098 1,703 0.17% 0.17% 404 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 18,961 1,691 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 18,826 1,679 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 14, 2026
Banque Transatlantique SA History No change 18,536 1,653 0.04% 0.04% 407 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE TRUST CO NA History No change 18,392 1,640 0.13% 0.13% 408 0 0.0% Q2 2026 Jul 28, 2026
Eaton-Cambridge Inc. History No change 18,286 1,631 0.46% 0.46% 409 0 0.0% Q2 2026 Jul 23, 2026
USAdvisors Wealth Management, LLC History No change 18,118 1,616 0.46% 0.46% 410 0 0.0% Q2 2026 Jul 29, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 17,804 1,588 0.49% 0.49% 411 0 0.0% Q2 2026 Jul 29, 2026
BlackRock, Inc. History No change 17,776 1,585 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 07, 2026
D'Orazio & Associates, Inc. History No change 17,704 1,579 0.18% 0.18% 413 0 0.0% Q2 2026 Jul 28, 2026
Bridgewealth Advisory Group, LLC History No change 17,692 1,578 0.3% 0.3% 414 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 17,675 1,576 0.13% 0.13% 415 0 0.0% Q2 2026 Jul 14, 2026
TRUIST FINANCIAL CORP History No change 17,274 1,540 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 28, 2026
Apollon Financial, LLC History No change 17,134 1,528 0.18% 0.18% 417 0 0.0% Q2 2026 Jul 22, 2026
Vanguard National Trust Co History No change 17,092 1,524 0.08% 0.08% 418 0 0.0% Q2 2026 Aug 13, 2026
Crusonia Wealth Advisors LLC History No change 17,090 1,524 0.25% 0.25% 419 0 0.0% Q2 2026 Jul 30, 2026
EnRich Financial Partners LLC History No change 17,073 1,522 0.36% 0.36% 420 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Capital Group History No change 16,687 1,503 0.18% 0.18% 421 0 0.0% Q3 2026 Oct 08, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 16,849 1,502 0.7% 0.7% 422 0 0.0% Q2 2026 Jul 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 16,771 1,496 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 10, 2026
POINCIANA ADVISORS GROUP, LLC History No change 16,659 1,485 1.1% 1.1% 424 0 0.0% Q2 2026 Jul 28, 2026
Leading Edge Financial Planning LLC History No change 16,549 1,476 0.26% 0.26% 425 0 0.0% Q2 2026 Aug 06, 2026
ATX Financial Planning, LLC History No change 16,502 1,471 0.97% 0.97% 426 0 0.0% Q2 2026 Aug 20, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 16,265 1,469 0.21% 0.19% 428 +1,500 10.16% Q3 2026 Oct 08, 2026
BOKF, NA History No change 16,470 1,469 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 10, 2026
Accredited Investors Inc. History No change 16,377 1,460 0.06% 0.06% 429 0 0.0% Q2 2026 Jul 21, 2026
Sigma Planning Corp History No change 16,213 1,446 0.04% 0.04% 430 0 0.0% Q2 2026 Aug 07, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 16,112 1,437 0.09% 0.09% 431 0 0.0% Q2 2026 Aug 07, 2026
Harbor Asset Planning, Inc. History No change 16,121 1,437 1.08% 1.08% 432 0 0.0% Q2 2026 Jul 22, 2026
Trailhead Planners LLC History No change 16,099 1,436 1.39% 1.39% 433 0 0.0% Q2 2026 Aug 06, 2026
CWA Asset Management Group, LLC History No change 15,748 1,404 0.04% 0.04% 434 0 0.0% Q2 2026 Jul 14, 2026
Providence First Trust Co History No change 15,638 1,394 0.39% 0.39% 435 0 0.0% Q2 2026 Jul 27, 2026
Life Planning Partners, Inc History No change 15,250 1,360 1.01% 1.01% 436 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History No change 15,203 1,356 0.01% 0.01% 437 0 0.0% Q2 2026 Sep 08, 2026
Financial Partners Group, Inc History No change 15,118 1,348 0.14% 0.14% 438 0 0.0% Q2 2026 Jul 23, 2026
Proactive Wealth Strategies LLC History No change 15,063 1,343 0.22% 0.22% 439 0 0.0% Q2 2026 Aug 10, 2026
Frankly Finances, LLC History No change 14,530 1,296 1.02% 1.02% 440 0 0.0% Q2 2026 Jul 15, 2026
Spartan Wealth Advisory Services LLC History No change 14,440 1,288 0.11% 0.11% 441 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 14,337 1,278 0.04% 0.04% 442 0 0.0% Q2 2026 Jul 31, 2026
Hardin Capital Partners, LLC History Added to 14,150 1,275 0.62% 0.56% 443 +551 4.05% Q3 2026 Oct 08, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 14,089 1,256 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 24, 2026
Coquina Private Wealth LLC History No change 13,885 1,238 0.84% 0.84% 445 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 13,750 1,226 0.04% 0.04% 446 0 0.0% Q2 2026 Jul 17, 2026
Vawter Financial, Ltd. History No change 13,670 1,219 0.46% 0.46% 447 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 13,643 1,217 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 14, 2026
Cerro Pacific Wealth Advisors LLC History No change 13,571 1,210 0.27% 0.27% 449 0 0.0% Q2 2026 Jul 15, 2026
RW Investment Management LLC History No change 13,273 1,183 0.1% 0.1% 450 0 0.0% Q2 2026 Aug 06, 2026
Aurelius Family Office LLC History No change 13,218 1,179 0.46% 0.46% 451 0 0.0% Q2 2026 Jul 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 12,916 1,163 0.14% 0.14% 452 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 13,012 1,160 0.05% 0.05% 453 0 0.0% Q2 2026 Aug 14, 2026
GEM Asset Management, LLC History No change 13,010 1,160 0.46% 0.46% 454 0 0.0% Q2 2026 Jul 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 12,945 1,154 0.04% 0.04% 455 0 0.0% Q2 2026 Jul 21, 2026
IEQ CAPITAL, LLC History No change 12,735 1,136 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 11, 2026
EVERPAR ADVISORS LLC History No change 12,709 1,133 0.32% 0.32% 457 0 0.0% Q2 2026 Jul 09, 2026
Atria Investments, Inc History No change 12,632 1,126 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 28, 2026
Allodium Investment Consultants, LLC History No change 12,300 1,097 0.47% 0.47% 459 0 0.0% Q2 2026 Jul 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 12,222 1,090 0.04% 0.04% 460 0 0.0% Q2 2026 Aug 14, 2026
Advisory Solutions Group, LLC History No change 11,778 1,050 0.36% 0.36% 461 0 0.0% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 11,618 1,036 0.05% 0.05% 462 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 11,536 1,028 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 13, 2026
Financial Futures Ltd Liability Co. History No change 11,343 1,011 0.38% 0.38% 464 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 11,282 1,006 0.02% 0.02% 465 0 0.0% Q2 2026 Jul 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 11,246 1,003 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 13, 2026
Ifrah Financial Services, Inc. History No change 11,078 988 0.24% 0.24% 467 0 0.0% Q2 2026 Jul 21, 2026
Bison Wealth, LLC History No change 10,791 980 0.09% 0.09% 468 0 0.0% Q2 2026 Jul 07, 2026
Goldstein Advisors, LLC History No change 10,959 977 0.09% 0.09% 469 0 0.0% Q2 2026 Jul 20, 2026
Narus Financial Partners, LLC History No change 10,829 965 0.25% 0.25% 470 0 0.0% Q2 2026 Jul 31, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 10,731 957 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 14, 2026
Freedom Day Solutions, LLC History No change 10,676 952 0.21% 0.21% 472 0 0.0% Q2 2026 Jul 24, 2026
Sprinkle Financial Consultants LLC History Added to 10,455 942 0.37% 0.22% 473 +4,133 65.37% Q3 2026 Oct 09, 2026
Truepoint, Inc. History No change 10,445 931 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 10,192 909 0.07% 0.07% 475 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 10,104 901 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 11, 2026
Decker Retirement Planning Inc. History No change 10,106 901 0.31% 0.31% 477 0 0.0% Q2 2026 Jul 16, 2026
VISIONARY HORIZONS, LLC History No change 10,015 893 0.37% 0.37% 478 0 0.0% Q2 2026 Jul 16, 2026
Advisor OS, LLC History No change 9,939 886 0.06% 0.06% 479 0 0.0% Q2 2026 Aug 05, 2026
Trust Co History Added to 9,628 867 0.08% 0.04% 480 +4,727 96.45% Q3 2026 Oct 09, 2026
Medallion Wealth Advisors, LLC History No change 9,601 856 0.27% 0.27% 481 0 0.0% Q2 2026 Aug 14, 2026
MN Wealth Advisors, LLC History No change 9,417 840 0.36% 0.36% 482 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 9,354 834 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 21, 2026
Ridgeline Wealth, LLC History No change 9,328 832 0.49% 0.49% 484 0 0.0% Q2 2026 Jul 06, 2026
MOR Wealth Management, LLC History No change 9,297 829 0.33% 0.33% 485 0 0.0% Q2 2026 Aug 06, 2026
JM2 Capital Inc. History No change 9,284 828 0.57% 0.57% 486 0 0.0% Q2 2026 Jul 21, 2026
SRH ADVISORS, LLC History No change 9,212 821 0.21% 0.21% 487 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 9,155 816 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
Joseph P. Lucia & Associates, LLC History No change 9,059 808 0.24% 0.24% 489 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 8,900 793 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,887 792 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 28, 2026
Forum Financial Management, LP History No change 8,832 787 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 23, 2026
Revolve Wealth Partners, LLC History No change 8,618 768 0.08% 0.08% 493 0 0.0% Q2 2026 Jul 09, 2026
CIBC WORLD MARKET INC. History No change 8,604 767 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
Arrowroot Family Office, LLC History No change 8,543 762 0.22% 0.22% 495 0 0.0% Q2 2026 Aug 06, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 8,428 759 0.43% 0.44% 496 -26 -0.31% Q3 2026 Oct 08, 2026
Camarda Financial Advisors, LLC History No change 8,499 758 0.23% 0.23% 497 0 0.0% Q2 2026 Aug 14, 2026
Cloud Capital Management, LLC History No change 8,482 756 0.28% 0.28% 498 0 0.0% Q2 2026 Aug 13, 2026
Caerus Investment Advisors, LLC History No change 8,300 740 0.25% 0.25% 499 0 0.0% Q2 2026 Aug 14, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 8,140 726 0.38% 0.38% 500 0 0.0% Q2 2026 Jul 20, 2026
Element Wealth, LLC History No change 8,117 724 0.27% 0.27% 501 0 0.0% Q2 2026 Aug 14, 2026
LWM Advisory Services, LLC History No change 7,987 712 1.27% 1.27% 502 0 0.0% Q2 2026 Aug 03, 2026
Kooman & Associates History No change 7,867 701 0.19% 0.19% 503 0 0.0% Q2 2026 Jul 22, 2026
Empire Financial Management Company, LLC History No change 7,846 699 0.28% 0.28% 504 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 7,634 680 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 7,587 676 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 07, 2026
Diversified Trust Co History No change 7,560 674 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 17, 2026
Peck Wealth Management, LLC History No change 7,520 670 0.56% 0.56% 508 0 0.0% Q2 2026 Jul 31, 2026
Tanglewood Legacy Advisors, LLC History No change 7,380 658 0.21% 0.21% 509 0 0.0% Q2 2026 Aug 10, 2026
Thrive Wealth Management, LLC History No change 7,369 657 0.08% 0.08% 510 0 0.0% Q2 2026 Jul 07, 2026
Axis Wealth Partners, LLC History No change 7,374 657 0.32% 0.32% 511 0 0.0% Q2 2026 Jul 28, 2026
Tyche Wealth Partners LLC History No change 7,359 656 0.09% 0.09% 512 0 0.0% Q2 2026 Aug 06, 2026
GC Wealth Management RIA, LLC History No change 7,110 634 0.04% 0.04% 513 0 0.0% Q2 2026 Jul 16, 2026
Avior Wealth Management, LLC History No change 6,973 621 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 07, 2026
COOPER/HAIMS ADVISORS, LLC History No change 6,859 611 0.26% 0.26% 515 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 6,850 610 0.06% 0.06% 516 0 0.0% Q2 2026 Jul 16, 2026
Navigoe, LLC History No change 6,751 602 0.31% 0.31% 517 0 0.0% Q2 2026 Jul 31, 2026
Aprio Wealth Management, LLC History No change 6,743 601 0.03% 0.03% 518 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,710 598 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 6,520 581 0.0% 0.0% 520 0 0.0% Q2 2026 Sep 02, 2026
Hills Bank & Trust Co History No change 6,384 569 0.02% 0.02% 521 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 6,357 567 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 6,301 562 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
KKM Financial LLC History No change 6,310 562 0.08% 0.08% 524 0 0.0% Q2 2026 Aug 14, 2026
Directional Asset Management History No change 6,226 555 0.47% 0.47% 525 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Capital, Inc. History No change 6,146 548 0.05% 0.05% 526 0 0.0% Q2 2026 Aug 03, 2026
Spire Wealth Management History No change 6,098 543 0.02% 0.02% 527 0 0.0% Q2 2026 Jul 15, 2026
Stonebrook Private Inc. History No change 6,084 542 0.1% 0.1% 528 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 6,032 538 0.03% 0.03% 529 0 0.0% Q2 2026 Jul 29, 2026
KPP Advisory Services LLC History No change 6,011 536 0.07% 0.07% 530 0 0.0% Q2 2026 Jul 24, 2026
Ares Financial Consulting, LLC History No change 5,995 534 0.38% 0.38% 531 0 0.0% Q2 2026 Jul 09, 2026
Kingsview Wealth Management, LLC History No change 5,960 531 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 18, 2026
Foundry Financial LLC History No change 5,803 517 0.17% 0.17% 533 0 0.0% Q2 2026 Jul 21, 2026
US BANCORP \DE\ History No change 5,640 503 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 12, 2026
Operose Advisors LLC History No change 5,536 493 0.1% 0.1% 535 0 0.0% Q2 2026 Aug 13, 2026
RMR Wealth Builders History No change 5,515 491 0.03% 0.03% 536 0 0.0% Q2 2026 Jul 24, 2026
New Dimensions Wealth Management, LLC History No change 5,465 487 0.37% 0.37% 537 0 0.0% Q2 2026 Aug 12, 2026
L & S Advisors Inc History No change 5,451 486 0.05% 0.05% 538 0 0.0% Q2 2026 Aug 12, 2026
VISTA CAPITAL PARTNERS, INC. History No change 5,432 484 0.04% 0.04% 539 0 0.0% Q2 2026 Jul 23, 2026
Bank of Marin History No change 5,433 484 0.34% 0.34% 540 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 5,395 481 0.31% 0.31% 541 0 0.0% Q2 2026 Aug 13, 2026
Parcion Private Wealth LLC History No change 5,390 480 0.03% 0.03% 542 0 0.0% Q2 2026 Jul 27, 2026
Lauterbach Financial Advisors, LLC History No change 5,373 479 0.21% 0.21% 543 0 0.0% Q2 2026 Jul 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 5,346 476 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 07, 2026
Alpha Financial Advisors, LLC History No change 5,322 474 0.12% 0.12% 545 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 5,299 472 0.02% 0.02% 546 0 0.0% Q2 2026 Jul 23, 2026
Inspire Advisors, LLC History No change 5,280 470 0.03% 0.03% 547 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,266 469 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 15, 2026
A4 Wealth Advisors LLC History No change 5,185 462 0.31% 0.31% 549 0 0.0% Q2 2026 Jul 28, 2026
KFA Private Wealth Group, LLC History Reduced 5,091 458 0.11% 0.11% 550 -260 -4.86% Q3 2026 Oct 07, 2026
ASPIRIANT, LLC History No change 5,112 455 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 20, 2026
Intelligent Financial Strategies History No change 5,090 454 0.22% 0.22% 552 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 5,089 453 0.03% 0.03% 553 0 0.0% Q2 2026 Aug 12, 2026
KEB ASSET MANAGEMENT, LLC History No change 5,071 452 0.07% 0.07% 554 0 0.0% Q2 2026 Jul 14, 2026
Accelerate Investment Advisors LLC History No change 5,052 450 0.26% 0.26% 555 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 5,035 449 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 14, 2026
Prosperitas Financial LLC History No change 5,009 446 0.14% 0.14% 557 0 0.0% Q2 2026 Aug 19, 2026
Ruedi Wealth Management, Inc. History No change 4,916 438 0.1% 0.1% 558 0 0.0% Q2 2026 Jul 29, 2026
Fort Vancouver Investment Management, LLC History No change 4,875 434 0.2% 0.2% 559 0 0.0% Q2 2026 Jul 29, 2026
Morey & Quinn Wealth Partners, LLC History No change 4,867 434 0.28% 0.28% 560 0 0.0% Q2 2026 Jul 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 4,839 431 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 4,800 428 0.03% 0.03% 562 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ALLIANCE, LLC History No change 4,809 428 0.04% 0.04% 563 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 4,718 420 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 06, 2026
High Net Worth Advisory Group LLC History No change 4,641 414 0.09% 0.09% 565 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History No change 4,597 410 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Atala Financial Inc History No change 4,603 410 0.25% 0.25% 567 0 0.0% Q2 2026 Jul 23, 2026
XTX Topco Ltd History No change 4,515 402 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 4,497 401 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 23, 2026
Platt Wealth Management LLC History No change 4,477 399 0.32% 0.32% 570 0 0.0% Q2 2026 Jul 31, 2026
Oceanside Advisors LLC History No change 4,420 394 0.2% 0.2% 571 0 0.0% Q2 2026 Jul 27, 2026
Facet Wealth, Inc. History No change 4,393 391 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 27, 2026
Parkwoods Wealth Partners, LLC History No change 4,368 389 0.06% 0.06% 573 0 0.0% Q2 2026 Jul 27, 2026
BFI Wealth Solutions, LLC History No change 4,347 387 0.29% 0.29% 574 0 0.0% Q2 2026 Aug 07, 2026
ALKEME WEALTH, LLC History No change 4,271 384 0.14% 0.15% 575 0 0.0% Q3 2026 Oct 07, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 4,282 382 0.15% 0.15% 576 0 0.0% Q2 2026 Aug 12, 2026
Mesirow Financial Investment Management, Inc. History No change 4,131 368 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial Strategies, Inc. History No change 4,132 368 0.03% 0.03% 578 0 0.0% Q2 2026 Jul 24, 2026
Almanack Investment Partners, LLC. History No change 4,125 367 0.05% 0.05% 579 0 0.0% Q2 2026 Jul 30, 2026
Mallini Complete Financial Planning LLC History No change 4,033 363 0.25% 0.26% 580 0 0.0% Q3 2026 Oct 06, 2026
FSA Advisors, Inc. History No change 4,064 362 0.17% 0.17% 581 0 0.0% Q2 2026 Aug 17, 2026
Stonehearth Capital Management, LLC History No change 3,914 349 0.12% 0.12% 582 0 0.0% Q2 2026 Jul 07, 2026
Lunt Capital Management, Inc. History No change 3,910 348 0.13% 0.13% 583 0 0.0% Q2 2026 Jul 30, 2026
Triad Wealth Partners, LLC History No change 3,794 347 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 10, 2026
Vistica Wealth Advisors, LLC History No change 3,896 347 0.3% 0.3% 585 0 0.0% Q2 2026 Jul 27, 2026
Tortuga Wealth Management, Inc History No change 3,897 347 0.26% 0.26% 586 0 0.0% Q2 2026 Jul 30, 2026
Cypress Wealth Services, LLC History No change 3,881 346 0.04% 0.04% 587 0 0.0% Q2 2026 Jul 10, 2026
Gambit Capital Management, LLC History No change 3,885 346 0.2% 0.2% 588 0 0.0% Q2 2026 Aug 11, 2026
Steelhead Wealth Management LLC History No change 3,884 346 0.14% 0.14% 589 0 0.0% Q2 2026 Aug 13, 2026
Atlas Brown,Inc. History Added to 3,838 345 0.09% 0.09% 590 +165 4.49% Q3 2026 Oct 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,843 342 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 24, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 3,833 341 0.09% 0.09% 592 0 0.0% Q2 2026 Jul 24, 2026
XY Planning Network, Inc. History No change 3,801 339 0.04% 0.04% 593 0 0.0% Q2 2026 Jul 14, 2026
QTR Family Wealth, LLC History No change 3,792 338 0.12% 0.12% 594 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 3,781 337 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 14, 2026
Austin Wealth Management, LLC History No change 3,774 337 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 22, 2026
Jacobi Capital Management LLC History No change 3,669 327 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 31, 2026
Walkner Condon Financial Advisors LLC History No change 3,655 326 0.04% 0.04% 598 0 0.0% Q2 2026 Jul 27, 2026
FFT WEALTH MANAGEMENT LLC History No change 3,653 325 0.05% 0.05% 599 0 0.0% Q2 2026 Jul 27, 2026
Rinkey Investments History No change 3,588 320 0.08% 0.08% 600 0 0.0% Q2 2026 Jul 20, 2026
Impact Partnership Wealth, LLC History No change 3,556 317 0.03% 0.03% 601 0 0.0% Q2 2026 Jul 29, 2026
Bare Financial Services, Inc History No change 3,551 316 0.07% 0.07% 602 0 0.0% Q2 2026 Jul 27, 2026
Barnes Wealth Management Group, Inc History No change 3,540 315 0.15% 0.15% 603 0 0.0% Q2 2026 Jul 24, 2026
Citizens Business Bank History No change 3,491 311 0.05% 0.05% 604 0 0.0% Q2 2026 Aug 03, 2026
Santori & Peters, Inc. History No change 3,483 310 0.09% 0.09% 605 0 0.0% Q2 2026 Jul 24, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,452 307 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 3,330 297 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 3,321 296 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 3,314 295 0.04% 0.04% 609 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,291 294 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 14, 2026
Brand Asset Management Group, Inc. History No change 3,301 294 0.06% 0.06% 611 0 0.0% Q2 2026 Aug 12, 2026
Sanchez Levi Garrett History No change 3,295 293 0.16% 0.16% 612 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 3,215 286 0.19% 0.19% 613 0 0.0% Q2 2026 Jul 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,181 283 0.02% 0.02% 614 0 0.0% Q2 2026 Aug 04, 2026
Brookstone Capital Management History No change 3,166 282 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 15, 2026
Copley Financial Group, Inc. History No change 3,172 282 0.17% 0.17% 616 0 0.0% Q2 2026 Aug 11, 2026
Collaborative Wealth Managment Inc. History No change 3,100 276 0.12% 0.12% 617 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 3,067 273 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 12, 2026
Yukon Wealth Management, Inc. History No change 3,021 269 0.08% 0.08% 619 0 0.0% Q2 2026 Aug 14, 2026
ENTREWEALTH, LLC History No change 2,842 264 0.1% 0.1% 620 0 0.0% Q2 2026 Aug 13, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 2,971 264 0.18% 0.18% 621 0 0.0% Q2 2026 Jul 22, 2026
Global Trust Wealth Management LLC History No change 2,951 263 0.18% 0.18% 622 0 0.0% Q2 2026 Jul 16, 2026
GLENMEDE TRUST CO NA History No change 2,907 259 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 10, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 2,871 256 0.04% 0.04% 624 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,869 255 0.02% 0.02% 625 0 0.0% Q2 2026 Aug 11, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,856 254 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 2,769 247 0.13% 0.13% 627 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,676 239 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Financial Group, LLC History No change 2,676 238 0.08% 0.07% 629 0 0.0% Q3 2026 Oct 06, 2026
True Link Financial Advisors, LLC History No change 2,656 236 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 31, 2026
Main Street Financial Solutions, LLC History No change 2,544 226 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 07, 2026
Parkshore Wealth Management, Inc. History No change 2,498 222 0.06% 0.06% 632 0 0.0% Q2 2026 Aug 07, 2026
Fragasso Financial Advisors Inc History No change 2,470 220 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 09, 2026
Smith & Howard Wealth Management, LLC History No change 2,455 218 0.04% 0.04% 634 0 0.0% Q2 2026 Aug 03, 2026
Hexagon Capital Partners LLC History No change 2,446 218 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 2,431 216 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 13, 2026
Landing Point Financial Group, LLC History No change 2,419 215 0.07% 0.07% 637 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 2,383 212 0.05% 0.05% 638 0 0.0% Q2 2026 Jul 10, 2026
Verus Financial Partners, Inc. History No change 2,366 211 0.02% 0.02% 639 0 0.0% Q2 2026 Jul 21, 2026
Seaside Wealth Management, Inc. History No change 2,361 210 0.05% 0.05% 640 0 0.0% Q2 2026 Aug 05, 2026
Fermata Advisors, LLC History No change 2,337 208 0.04% 0.04% 641 0 0.0% Q2 2026 Jul 07, 2026
Paragon Advisors, LLC History No change 2,330 207 0.04% 0.04% 642 0 0.0% Q2 2026 Jul 29, 2026
Cordgrass Capital Advisors, LLC History No change 2,280 203 0.08% 0.08% 643 0 0.0% Q2 2026 Aug 06, 2026
3 FACTOR INDEXING, LLC History No change 2,257 201 0.17% 0.17% 644 0 0.0% Q2 2026 Jul 08, 2026
ASSETMARK, INC History No change 2,245 200 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 30, 2026
Allegiance Financial Group Advisory Services LLC History No change 2,248 200 0.03% 0.03% 646 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisory, LLC History No change 2,216 197 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 2,074 185 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 20, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2,062 183 0.11% 0.11% 649 0 0.0% Q2 2026 Jul 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,000 178 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 2,006 178 0.08% 0.08% 651 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 1,890 168 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 1,808 161 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 1,808 161 0.06% 0.06% 654 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 1,761 157 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 27, 2026
YANKCOM Partnership History No change 1,713 152 0.05% 0.05% 656 0 0.0% Q2 2026 Jul 21, 2026
MeadowBrook Investment Advisors LLC History No change 1,697 151 0.12% 0.12% 657 0 0.0% Q2 2026 Jul 20, 2026
Arlington Trust Co LLC History No change 1,693 151 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 07, 2026
Creative Capital Management Investments LLC History No change 1,649 147 0.03% 0.03% 659 0 0.0% Q2 2026 Jul 24, 2026
Bank of New Hampshire History No change 1,613 145 0.03% 0.03% 660 0 0.0% Q3 2026 Oct 06, 2026
Dogwood Wealth Management LLC History No change 1,480 132 0.05% 0.05% 661 0 0.0% Q2 2026 Jul 06, 2026
Redwood Park Advisors LLC History No change 1,434 127 0.08% 0.08% 662 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,380 123 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 06, 2026
Beaird Harris Wealth Management, LLC History No change 1,363 121 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 08, 2026
RHL GROUP, LLC History No change 1,355 120 0.1% 0.1% 665 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,287 114 0.07% 0.07% 666 0 0.0% Q2 2026 Jul 21, 2026
Cherry Tree Wealth Management, LLC History No change 1,247 111 0.02% 0.02% 667 0 0.0% Q2 2026 Sep 15, 2026
Global Trust Asset Management, LLC History No change 1,130 100 0.03% 0.03% 668 0 0.0% Q2 2026 Aug 03, 2026
Monetary Solutions, Ltd History No change 1,035 92 0.08% 0.08% 669 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 913 81 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
Kings Path Partners LLC History No change 862 76 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 14, 2026
Nemes Rush Group LLC History No change 836 74 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 788 70 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 721 64 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ADVISERS INC History No change 713 63 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 13, 2026
Collier Financial History No change 706 62 0.04% 0.04% 676 0 0.0% Q2 2026 Jul 30, 2026
EASTERN BANK History Added to 680 61 0.0% 0.0% 677 +114 20.14% Q3 2026 Oct 05, 2026
Johnson Financial Group, Inc. History No change 682 60 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 10, 2026
Your Advocates Ltd., LLP History No change 648 57 0.02% 0.02% 679 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 634 56 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 589 52 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 31, 2026
Investment Research & Advisory Group, Inc. History No change 589 52 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 518 46 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 04, 2026
Marquette Asset Management, LLC History No change 497 44 0.01% 0.01% 684 0 0.0% Q3 2026 Oct 09, 2026
Abound Wealth Management History No change 496 44 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 485 43 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 28, 2026
HAZLETT, BURT & WATSON, INC. History No change 446 41 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 30, 2026
Westside Investment Management, Inc. History No change 439 39 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 434 38 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 422 37 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 03, 2026
Plante Moran Financial Advisors, LLC History No change 371 33 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 334 30 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 326 29 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 23, 2026
Silver Grove Financial Group, Inc. History No change 238 21 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 234 20 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 227 20 0.0% 0.0% 696 0 0.0% Q3 2026 Oct 08, 2026
Capital Investment Advisory Services, LLC History No change 217 19 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 216 19 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 07, 2026
ELEVATE WEALTH ADVISORY, INC History No change 224 19 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 14, 2026
ALBION FINANCIAL GROUP /UT History No change 200 17 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 198 17 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 11, 2026
Harborfront Financial Group LLC History No change 194 17 0.06% 0.06% 702 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 173 15 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 13, 2026
Family Capital Trust Co History No change 166 14 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 30, 2026
Godfrey Financial Associates, Inc. History No change 164 14 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 147 13 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 154 13 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Bancorp, Inc. History No change 140 12 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History No change 115 10 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 22, 2026
GHP Investment Advisors, Inc. History No change 102 9 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 17, 2026
Pacifica Partners Inc. History No change 109 9 0.0% 0.0% 711 0 0.0% Q3 2026 Oct 08, 2026
SIMPLEX TRADING, LLC History No change 85 7 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 87 7 0.0% 0.0% 713 0 0.0% Q2 2026 Sep 17, 2026
Physician Wealth Advisors, Inc. History No change 80 7 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 20, 2026
Sankala Group LLC History No change 81 7 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 18, 2026
BFSG, LLC History No change 60 5 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 20, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 59 5 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 14, 2026
HFM Investment Advisors, LLC History No change 64 5 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 53 4 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 23, 2026
Fortitude Family Office, LLC History No change 46 4 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 20, 2026
Buck Wealth Strategies, LLC History No change 54 4 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 30, 2026
Quest 10 Wealth Builders, Inc. History No change 46 4 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 24, 2026
TOP Private Wealth LLC. History No change 54 4 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 35 3 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 28, 2026
Accordant Advisory Group Inc History No change 40 3 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 25 2 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 23 2 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 14, 2026
Sarver Vrooman Wealth Advisors History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2026 Oct 01, 2026
Addison Advisors LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Lodestone Wealth Management LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Atomic Invest LLC History No change 10 0 — — — 0 0.0% Q2 2026 Sep 25, 2026