AMERICAN CENTURY ETF TRUST - AVDV

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
JONES FINANCIAL COMPANIES LLLP History No change 33,269,635 3,453,387 1.38% 1.38% 1 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 25,514,696 2,629,289 1.54% 1.54% 2 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 11,690,609 1,204,719 3.54% 3.54% 3 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 4,813,065 495,986 0.51% 0.51% 4 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 4,692,285 483,540 4.1% 4.1% 5 0 0.0% Q2 2026 Aug 06, 2026
Accredited Investors Inc. History No change 2,685,375 276,727 11.96% 11.96% 6 0 0.0% Q2 2026 Jul 21, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,637,014 271,744 0.06% 0.06% 7 0 0.0% Q2 2026 Sep 23, 2026
Modera Wealth Management, LLC History No change 2,361,879 243,391 2.6% 2.6% 8 0 0.0% Q2 2026 Aug 03, 2026
Mason Investment Advisory Services, Inc. History No change 2,351,220 242,293 9.22% 9.22% 9 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 1,704,861 175,685 1.52% 1.52% 10 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 1,685,320 173,672 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 1,646,823 169,705 2.16% 2.16% 12 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 1,632,319 168,210 0.2% 0.2% 13 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,329,478 137,002 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 1,097,195 113,066 0.16% 0.16% 15 0 0.0% Q2 2026 Aug 27, 2026
MORGAN STANLEY History No change 1,036,301 106,790 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,016,733 104,774 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,016,369 104,736 0.06% 0.06% 18 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 1,003,126 103,372 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 12, 2026
Unison Advisors LLC History No change 831,796 85,716 5.98% 5.98% 20 0 0.0% Q2 2026 Jul 22, 2026
TCI Wealth Advisors, Inc. History No change 749,670 77,253 3.34% 3.34% 21 0 0.0% Q2 2026 Jul 29, 2026
Frontier Asset Management, LLC History No change 665,648 68,594 12.29% 12.29% 22 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 663,940 68,419 1.0% 1.0% 23 0 0.0% Q2 2026 Jul 14, 2026
Sequoia Financial Advisors, LLC History No change 622,801 64,179 0.32% 0.32% 24 0 0.0% Q2 2026 Jul 17, 2026
Apella Capital, LLC History Added to 569,360 61,525 0.78% 0.77% 25 +43,507 8.27% Q3 2026 Oct 08, 2026
Wealth Management Nebraska History No change 574,120 59,163 5.28% 5.28% 26 0 0.0% Q2 2026 Jul 27, 2026
Burton Enright Welch History No change 554,449 57,135 6.71% 6.71% 27 0 0.0% Q2 2026 Jul 17, 2026
Empowered Funds, LLC History No change 548,409 56,513 0.3% 0.3% 28 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 530,912 54,710 0.21% 0.21% 29 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 514,954 53,066 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 508,290 52,379 0.33% 0.33% 31 0 0.0% Q2 2026 Jul 20, 2026
Foster Group, Inc. History No change 501,980 51,728 1.37% 1.37% 32 0 0.0% Q2 2026 Jul 07, 2026
Hill Investment Group Partners, LLC History No change 494,300 50,937 5.2% 5.2% 33 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 484,875 49,966 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 12, 2026
Petersen Hastings Wealth Advisors Inc. History No change 484,542 49,932 4.19% 4.19% 35 0 0.0% Q2 2026 Jul 17, 2026
Brickley Wealth Management History No change 449,714 46,343 6.65% 6.65% 36 0 0.0% Q2 2026 Jul 13, 2026
Beaird Harris Wealth Management, LLC History No change 427,007 44,003 2.76% 2.76% 37 0 0.0% Q2 2026 Jul 08, 2026
Greenline Partners, LLC History No change 424,813 43,776 4.45% 4.45% 38 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 421,412 43,426 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 384,008 39,572 3.86% 3.86% 40 0 0.0% Q2 2026 Jul 13, 2026
STIFEL FINANCIAL CORP History No change 363,714 37,480 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 12, 2026
Allegiance Financial Group Advisory Services LLC History No change 362,990 37,406 6.48% 6.48% 42 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 350,754 36,145 0.11% 0.11% 43 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 340,704 35,109 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Partners, LLC History No change 340,588 35,097 1.79% 1.79% 45 0 0.0% Q2 2026 Jul 23, 2026
Werba Rubin Papier Wealth Management History No change 338,706 34,903 4.24% 4.24% 46 0 0.0% Q2 2026 Jul 27, 2026
Marquette Asset Management, LLC History No change 330,111 34,017 4.37% 4.37% 47 0 0.0% Q2 2026 Jul 09, 2026
AlphaCore Capital LLC History No change 319,885 32,964 0.61% 0.61% 48 0 0.0% Q2 2026 Aug 06, 2026
Meredith Wealth Planning History No change 317,877 32,757 7.73% 7.73% 49 0 0.0% Q2 2026 Jul 24, 2026
Emprise Bank History Added to 298,753 32,677 12.49% 11.23% 50 +2,908 0.98% Q3 2026 Oct 07, 2026
Opus Capital Group, LLC History No change 309,726 31,917 3.09% 3.09% 51 0 0.0% Q2 2026 Jul 31, 2026
Krilogy Financial LLC History No change 303,166 31,241 0.92% 0.92% 52 0 0.0% Q2 2026 Jul 27, 2026
ATWOOD & PALMER INC History Added to 285,145 31,189 1.6% 1.53% 53 +6,444 2.31% Q3 2026 Oct 08, 2026
Magnus Financial Group LLC History No change 297,911 30,699 2.17% 2.17% 54 0 0.0% Q2 2026 Jul 09, 2026
Bleakley Financial Group, LLC History No change 295,820 30,484 0.39% 0.39% 55 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 276,552 28,498 0.04% 0.04% 56 0 0.0% Q2 2026 Jul 29, 2026
DEFINE FINANCIAL, LLC History No change 269,261 27,747 12.74% 12.74% 57 0 0.0% Q2 2026 Jul 13, 2026
Falcon Wealth Planning History No change 267,454 27,561 1.74% 1.74% 58 0 0.0% Q2 2026 Jul 13, 2026
BENJAMIN EDWARDS INC History No change 262,245 27,025 0.25% 0.25% 59 0 0.0% Q2 2026 Jul 24, 2026
WELLS FARGO & COMPANY/MN History No change 261,126 26,909 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 258,980 26,687 3.52% 3.52% 61 0 0.0% Q2 2026 Jul 13, 2026
QUARRY HILL ADVISORS, LLC History No change 255,834 26,363 10.13% 10.13% 62 0 0.0% Q2 2026 Jul 27, 2026
Morton Brown Family Wealth, LLC History No change 255,151 26,293 5.96% 5.96% 63 0 0.0% Q2 2026 Jul 21, 2026
Prime Capital Investment Advisors, LLC History No change 253,983 26,172 0.25% 0.25% 64 0 0.0% Q2 2026 Aug 05, 2026
Stratos Investment Management, LLC History No change 253,695 26,143 0.95% 0.95% 65 0 0.0% Q2 2026 Aug 11, 2026
Kondo Wealth Advisors, Inc. History No change 252,626 26,033 8.7% 8.7% 66 0 0.0% Q2 2026 Jul 21, 2026
B&D White Capital Company, LLC History No change 246,676 25,419 2.53% 2.53% 67 0 0.0% Q2 2026 Jul 31, 2026
CogentBlue Wealth Advisors, LLC History No change 245,635 25,312 14.5% 14.5% 68 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 245,942 25,223 3.62% 3.62% 69 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 238,611 24,588 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 231,651 23,871 3.81% 3.81% 71 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 230,444 23,747 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
Peirce Capital Management, LLC History No change 222,752 22,954 8.42% 8.42% 73 0 0.0% Q2 2026 Jul 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 213,530 22,004 0.1% 0.1% 74 0 0.0% Q2 2026 Aug 11, 2026
Squire Investment Management Company, LLC History No change 206,275 21,256 5.12% 5.12% 75 0 0.0% Q2 2026 Jul 28, 2026
Quantum Financial Advisors, LLC History No change 205,867 21,214 2.1% 2.1% 76 0 0.0% Q2 2026 Jul 08, 2026
KEB ASSET MANAGEMENT, LLC History No change 200,844 20,696 3.35% 3.35% 77 0 0.0% Q2 2026 Jul 14, 2026
OLD MISSION CAPITAL LLC History No change 196,010 20,198 0.32% 0.32% 78 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 195,266 20,122 1.76% 1.76% 79 0 0.0% Q2 2026 Jul 21, 2026
Wealth Architects, LLC History No change 194,456 20,038 1.58% 1.58% 80 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 192,982 19,886 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 07, 2026
Brady Martz Wealth Solutions, LLC History No change 192,772 19,865 3.0% 3.0% 82 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 189,877 19,566 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 188,913 19,467 0.31% 0.31% 84 0 0.0% Q2 2026 Aug 07, 2026
Great Point Wealth Advisors, LLC History No change 187,077 19,278 3.11% 3.11% 85 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Planning, Inc. History No change 185,156 19,080 4.37% 4.37% 86 0 0.0% Q2 2026 Jul 10, 2026
Rialto Wealth Management, LLC History No change 183,604 18,920 3.74% 3.74% 87 0 0.0% Q2 2026 Aug 11, 2026
Kaufman Rossin Wealth, LLC History No change 180,927 18,659 8.84% 8.84% 88 0 0.0% Q2 2026 Jul 16, 2026
McMill Wealth Management History No change 178,884 18,434 4.42% 4.42% 89 0 0.0% Q2 2026 Aug 17, 2026
Bedel Financial Consulting, Inc. History No change 178,867 18,432 1.73% 1.73% 90 0 0.0% Q2 2026 Jul 29, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 178,372 18,381 5.48% 5.48% 91 0 0.0% Q2 2026 Aug 04, 2026
ROYAL BANK OF CANADA History No change 177,960 18,340 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 176,535 18,191 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 176,120 18,157 0.44% 0.44% 94 0 0.0% Q2 2026 Jul 14, 2026
JRM Investment Counsel, LLC History No change 175,220 18,056 4.37% 4.37% 95 0 0.0% Q2 2026 Aug 13, 2026
Oakwell Private Wealth Management, LLC History No change 174,577 17,990 2.98% 2.98% 96 0 0.0% Q2 2026 Aug 03, 2026
HMV Wealth Advisors, LLC History No change 172,213 17,746 6.91% 6.91% 97 0 0.0% Q2 2026 Jul 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 168,723 17,580 0.03% 0.03% 98 0 0.0% Q2 2026 Jul 15, 2026
UBS Group AG History No change 168,225 17,335 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 172,848 17,263 0.29% 0.29% 100 0 0.0% Q2 2026 Aug 13, 2026
Invariant Investment Management History Added to 156,295 17,050 9.86% 9.36% 101 +5,357 3.55% Q3 2026 Oct 08, 2026
D'Orazio & Associates, Inc. History No change 165,162 17,019 1.97% 1.97% 102 0 0.0% Q2 2026 Jul 28, 2026
Penserra Capital Management LLC History No change 165,093 17,012 0.13% 0.13% 103 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Partners, LLC History No change 162,609 16,756 7.79% 7.79% 104 0 0.0% Q2 2026 Aug 03, 2026
Waverly Advisors, LLC History No change 162,299 16,724 0.1% 0.1% 105 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 162,263 16,721 6.08% 6.08% 106 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 150,923 16,507 0.12% 0.1% 107 +30,494 25.32% Q3 2026 Oct 08, 2026
CITADEL ADVISORS LLC History No change 154,563 15,927 0.0% 0.0% 108 0 0.0% Q2 2026 Sep 02, 2026
Mariner, LLC History No change 154,263 15,896 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 153,736 15,842 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
NOTTINGHAM ADVISORS, INC. History No change 151,087 15,442 1.84% 1.84% 111 0 0.0% Q2 2026 Jul 27, 2026
Flagstone Financial Management History No change 148,297 15,281 3.42% 3.42% 112 0 0.0% Q2 2026 Jul 21, 2026
Aerodigm Wealth, LLC History No change 148,229 15,274 5.16% 5.16% 113 0 0.0% Q2 2026 Aug 04, 2026
FLOW TRADERS U.S. LLC History No change 147,113 15,160 0.62% 0.62% 114 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 147,027 15,151 3.87% 3.87% 115 0 0.0% Q2 2026 Aug 06, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 145,978 15,043 3.67% 3.67% 116 0 0.0% Q2 2026 Jul 09, 2026
Fonville Wealth Management LLC History No change 145,825 15,027 2.45% 2.45% 117 0 0.0% Q2 2026 Jul 28, 2026
Three Arch Wealth Management LLC History No change 144,506 14,891 2.28% 2.28% 118 0 0.0% Q2 2026 Aug 06, 2026
Robinswood Financial LLC History No change 143,954 14,834 4.25% 4.25% 119 0 0.0% Q2 2026 Jul 14, 2026
Intergy Private Wealth, LLC History No change 140,370 14,465 3.34% 3.34% 120 0 0.0% Q2 2026 Jul 17, 2026
Barry Investment Advisors, LLC History No change 140,363 14,464 3.03% 3.03% 121 0 0.0% Q2 2026 Jul 09, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 131,465 14,379 2.97% 2.77% 122 -36 -0.03% Q3 2026 Oct 05, 2026
Private Wealth Management Group, LLC History No change 139,149 14,339 3.33% 3.33% 123 0 0.0% Q2 2026 Jul 27, 2026
FAMILY WEALTH PARTNERS, LLC History No change 134,910 13,902 4.27% 4.27% 124 0 0.0% Q2 2026 Jul 10, 2026
Mraz, Amerine & Associates, Inc. History No change 134,126 13,821 1.98% 1.98% 125 0 0.0% Q2 2026 Jul 16, 2026
Friday Financial History No change 130,837 13,578 3.64% 3.64% 126 0 0.0% Q2 2026 Jul 09, 2026
Wedmont Private Capital History No change 130,165 13,563 0.37% 0.37% 127 0 0.0% Q2 2026 Jul 13, 2026
Larson Financial Group LLC History No change 130,033 13,399 0.35% 0.35% 128 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Added to 122,734 13,262 3.01% 3.23% 129 +731 0.6% Q3 2026 Oct 08, 2026
Checchi Capital Advisers, LLC History No change 127,610 13,150 0.59% 0.59% 130 0 0.0% Q2 2026 Aug 04, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 119,821 13,106 0.22% 0.2% 131 -5,877 -4.68% Q3 2026 Oct 01, 2026
GOLDMAN SACHS GROUP INC History No change 126,932 13,080 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Telos Capital Management, Inc. History No change 126,197 13,004 1.15% 1.15% 133 0 0.0% Q2 2026 Jul 22, 2026
Seven Springs Wealth Group, LLC History No change 125,353 12,917 2.82% 2.82% 134 0 0.0% Q2 2026 Aug 04, 2026
Horizon Investments, LLC History No change 414,103 12,741 0.14% 0.14% 135 0 0.0% Q2 2026 Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 119,694 12,334 0.98% 0.98% 136 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 117,186 12,075 0.32% 0.32% 137 0 0.0% Q2 2026 Jul 07, 2026
ASSETMARK, INC History No change 111,012 11,439 0.02% 0.02% 138 0 0.0% Q2 2026 Jul 30, 2026
Annex Advisory Services, LLC History No change 109,690 11,303 0.19% 0.19% 139 0 0.0% Q2 2026 Jul 10, 2026
Highland Financial Advisors, LLC History No change 108,171 11,147 2.45% 2.45% 140 0 0.0% Q2 2026 Jul 09, 2026
Factor Wealth Management LTD History Added to 99,938 10,931 1.67% 1.53% 141 +1,790 1.82% Q3 2026 Oct 08, 2026
REAP Financial Group, LLC History No change 105,749 10,897 1.86% 1.86% 142 0 0.0% Q2 2026 Aug 04, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 104,566 10,775 1.33% 1.33% 143 0 0.0% Q2 2026 Jul 20, 2026
Parkshore Wealth Management, Inc. History No change 104,377 10,756 3.09% 3.09% 144 0 0.0% Q2 2026 Aug 07, 2026
HBE Wealth Management, LLC History No change 104,095 10,727 7.7% 7.7% 145 0 0.0% Q2 2026 Jul 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 104,024 10,719 3.9% 3.9% 146 0 0.0% Q2 2026 Jul 14, 2026
FIDELITY D & D BANCORP INC History No change 103,936 10,710 3.68% 3.68% 147 0 0.0% Q2 2026 Aug 05, 2026
Schulz Wealth, LTD. History No change 103,193 10,634 5.49% 5.49% 148 0 0.0% Q2 2026 Aug 26, 2026
Porter White Investment Advisors, Inc. History No change 97,956 10,094 3.89% 3.89% 149 0 0.0% Q2 2026 Jul 16, 2026
WMG Financial Advisors, LLC History No change 97,070 10,003 3.77% 3.77% 150 0 0.0% Q2 2026 Jul 23, 2026
True North Advisors, LLC History No change 95,704 9,862 0.94% 0.94% 151 0 0.0% Q2 2026 Jul 22, 2026
WealthCollab, LLC History No change 95,159 9,806 3.55% 3.55% 152 0 0.0% Q2 2026 Aug 10, 2026
CoreFirst Bank & Trust History No change 95,088 9,798 4.87% 4.87% 153 0 0.0% Q2 2026 Aug 05, 2026
Financial Futures Ltd Liability Co. History No change 93,881 9,674 3.68% 3.68% 154 0 0.0% Q2 2026 Jul 27, 2026
Betterment LLC History No change 91,956 9,476 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 91,314 9,469 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 27, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 90,797 9,356 1.77% 1.77% 157 0 0.0% Q2 2026 Jul 13, 2026
BlackRock, Inc. History No change 90,695 9,346 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
Retirement Management Systems Inc. History No change 90,488 9,324 1.91% 1.91% 159 0 0.0% Q2 2026 Jul 21, 2026
HB Wealth Management, LLC History No change 90,335 9,309 0.05% 0.05% 160 0 0.0% Q2 2026 Jul 29, 2026
POINCIANA ADVISORS GROUP, LLC History No change 82,511 9,056 6.72% 6.72% 161 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 84,956 9,041 2.47% 2.47% 162 0 0.0% Q2 2026 Jul 24, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 85,787 8,840 3.16% 3.16% 163 0 0.0% Q2 2026 Jul 23, 2026
STOLZ & ASSOCIATES, PS History No change 83,717 8,627 5.39% 5.39% 164 0 0.0% Q2 2026 Jul 29, 2026
Qube Research & Technologies Ltd History No change 83,687 8,623 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
Fort Vancouver Investment Management, LLC History No change 81,859 8,435 3.94% 3.94% 166 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 81,226 8,370 0.03% 0.03% 167 0 0.0% Q2 2026 Jul 28, 2026
XY Planning Network, Inc. History No change 80,955 8,342 1.05% 1.05% 168 0 0.0% Q2 2026 Jul 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 80,328 8,277 1.77% 1.77% 169 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 79,683 8,218 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 79,576 8,200 1.59% 1.59% 171 0 0.0% Q2 2026 Jul 20, 2026
Orion Porfolio Solutions, LLC History No change 79,266 8,168 0.06% 0.06% 172 0 0.0% Q2 2026 Aug 14, 2026
Bellecapital International Ltd. History No change 79,245 8,166 1.31% 1.31% 173 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 78,655 8,105 0.05% 0.05% 174 0 0.0% Q2 2026 Jul 20, 2026
Beta Wealth Group, Inc. History No change 77,859 8,023 3.01% 3.01% 175 0 0.0% Q2 2026 Jul 24, 2026
Per Stirling Capital Management, LLC. History No change 77,575 7,994 0.76% 0.76% 176 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 77,457 7,981 0.52% 0.52% 177 0 0.0% Q2 2026 Aug 12, 2026
Bull Oak Capital, LLC History No change 76,925 7,927 2.64% 2.64% 178 0 0.0% Q2 2026 Aug 10, 2026
Oceanside Advisors LLC History No change 76,498 7,883 3.98% 3.98% 179 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Solutions Inc. History No change 76,304 7,863 2.98% 2.98% 180 0 0.0% Q2 2026 Jul 13, 2026
ELEVATE WEALTH ADVISORY, INC History No change 76,258 7,858 4.49% 4.49% 181 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 74,096 7,636 0.02% 0.02% 182 0 0.0% Q2 2026 Jul 27, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 73,757 7,600 3.14% 3.14% 183 0 0.0% Q2 2026 Jul 16, 2026
CLARIS ADVISORS, LLC / MO / History No change 73,718 7,596 1.98% 1.98% 184 0 0.0% Q2 2026 Jul 21, 2026
COWA, LLC History No change 73,577 7,582 1.9% 1.9% 185 0 0.0% Q2 2026 Aug 05, 2026
ANDERSON HOAGLAND & CO History No change 73,087 7,531 0.59% 0.59% 186 0 0.0% Q2 2026 Jul 06, 2026
Kestra Investment Management, LLC History No change 72,937 7,516 0.15% 0.15% 187 0 0.0% Q2 2026 Aug 05, 2026
Harbor Group, Inc. History No change 72,251 7,445 0.87% 0.87% 188 0 0.0% Q2 2026 Jul 22, 2026
HILL ISLAND FINANCIAL LLC History No change 72,144 7,434 1.59% 1.59% 189 0 0.0% Q2 2026 Aug 11, 2026
PW ADVISORS, LLC \ FL History No change 71,554 7,373 4.92% 4.92% 190 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Wealth Management, LLC. History No change 71,156 7,332 1.62% 1.62% 191 0 0.0% Q2 2026 Jul 30, 2026
Strategic Blueprint, LLC History No change 70,637 7,279 0.36% 0.36% 192 0 0.0% Q2 2026 Jul 23, 2026
Kings Path Partners LLC History No change 68,691 7,078 1.88% 1.88% 193 0 0.0% Q2 2026 Jul 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 68,281 7,036 0.68% 0.68% 194 0 0.0% Q2 2026 Jul 22, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 67,642 6,970 1.33% 1.33% 195 0 0.0% Q2 2026 Aug 07, 2026
EJMK Ventures LLC History No change 66,668 6,870 3.12% 3.12% 196 0 0.0% Q2 2026 Aug 06, 2026
Estate Counselors, LLC History No change 66,480 6,850 0.59% 0.59% 197 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 66,237 6,825 0.23% 0.23% 198 0 0.0% Q2 2026 Aug 06, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 65,934 6,794 3.81% 3.81% 199 0 0.0% Q2 2026 Jul 23, 2026
Oak Wealth Advisors LLC History No change 64,510 6,647 3.19% 3.19% 200 0 0.0% Q2 2026 Jul 22, 2026
CURIO WEALTH, LLC History No change 63,452 6,538 2.03% 2.03% 201 0 0.0% Q2 2026 Aug 07, 2026
CARDIFF PARK ADVISORS, LLC History No change 63,201 6,512 0.51% 0.51% 202 0 0.0% Q2 2026 Aug 14, 2026
Empire Financial Management Company, LLC History No change 62,834 6,475 2.56% 2.56% 203 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 62,327 6,422 0.12% 0.12% 204 0 0.0% Q2 2026 Jul 14, 2026
Trilogy Capital Inc. History No change 62,150 6,404 0.25% 0.25% 205 0 0.0% Q2 2026 Jul 02, 2026
Oath Planning, LLC History No change 61,867 6,375 4.73% 4.73% 206 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Capital Advisors, Inc History No change 60,995 6,285 2.37% 2.37% 207 0 0.0% Q2 2026 Jul 23, 2026
SEGALL BRYANT & HAMILL, LLC History No change 60,864 6,272 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 12, 2026
KOM Wealth Management Group, LLC History No change 60,781 6,263 3.78% 3.78% 209 0 0.0% Q2 2026 Jul 23, 2026
Community Bank, N.A. History No change 60,212 6,204 0.67% 0.67% 210 0 0.0% Q2 2026 Aug 13, 2026
Avant Financial Advisors LLC History No change 60,142 6,197 3.86% 3.86% 211 0 0.0% Q2 2026 Jul 09, 2026
EverSource Wealth Advisors, LLC History No change 59,639 6,145 0.21% 0.21% 212 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 59,480 6,129 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 11, 2026
PCG Wealth Advisors, LLC History No change 59,099 6,090 1.36% 1.36% 214 0 0.0% Q2 2026 Aug 03, 2026
Greenspring Advisors, LLC History No change 58,441 6,022 0.33% 0.33% 215 0 0.0% Q2 2026 Aug 11, 2026
Golden Bell Financial Planning LLC History No change 57,971 5,973 4.39% 4.39% 216 0 0.0% Q2 2026 Jul 31, 2026
Davidson Kahn Capital Management, LLC History No change 57,497 5,933 2.55% 2.55% 217 0 0.0% Q2 2026 Jul 14, 2026
Quantinno Capital Management LP History No change 57,097 5,883 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 56,682 5,867 0.12% 0.12% 219 0 0.0% Q2 2026 Jul 29, 2026
SageView Advisory Group, LLC History No change 56,253 5,796 0.19% 0.19% 220 0 0.0% Q2 2026 Aug 10, 2026
VICTORY FINANCIAL GROUP, LLC History No change 55,968 5,767 0.61% 0.61% 221 0 0.0% Q2 2026 Jul 28, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History No change 55,360 5,704 3.33% 3.33% 222 0 0.0% Q2 2026 Jul 07, 2026
Versant Capital Management, Inc History Added to 51,828 5,668 0.48% 0.48% 223 +50 0.1% Q3 2026 Oct 01, 2026
Leibman Financial Services, Inc. History No change 54,662 5,632 3.74% 3.74% 224 0 0.0% Q2 2026 Jul 14, 2026
Bauman Advisory Group, LLC History No change 54,109 5,575 2.95% 2.95% 225 0 0.0% Q2 2026 Aug 04, 2026
Prism Planning Partners LLC History No change 53,754 5,539 5.86% 5.86% 226 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 53,698 5,533 0.08% 0.08% 227 0 0.0% Q2 2026 Jul 15, 2026
Towerpoint Wealth, LLC History No change 53,615 5,525 1.91% 1.91% 228 0 0.0% Q2 2026 Jul 09, 2026
Parkwoods Wealth Partners, LLC History No change 53,100 5,471 0.88% 0.88% 229 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 52,960 5,457 0.47% 0.47% 230 0 0.0% Q2 2026 Aug 04, 2026
Wealthfront Advisers LLC History No change 52,614 5,421 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 07, 2026
Stone Summit Wealth LLC History No change 51,721 5,329 1.35% 1.35% 232 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 51,561 5,313 0.06% 0.06% 233 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 50,509 5,204 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 28, 2026
Alpha Omega Wealth Management LLC History No change 50,334 5,186 0.79% 0.79% 235 0 0.0% Q2 2026 Jul 20, 2026
Cypress Point Wealth Management, LLC History No change 49,915 5,143 1.05% 1.05% 236 0 0.0% Q2 2026 Jul 17, 2026
Laurel Wealth Planning LLC History No change 49,705 5,122 2.27% 2.27% 237 0 0.0% Q2 2026 Jul 30, 2026
Systelligence, LLC History No change 49,411 5,091 0.85% 0.85% 238 0 0.0% Q2 2026 Jul 14, 2026
Beacon Pointe Advisors, LLC History No change 48,648 5,013 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 18, 2026
OneDigital Investment Advisors LLC History No change 48,257 4,972 0.04% 0.04% 240 0 0.0% Q2 2026 Aug 06, 2026
Haven Private, LLC History No change 47,088 4,852 1.84% 1.84% 241 0 0.0% Q2 2026 Jul 28, 2026
Tortoise Investment Management, LLC History No change 46,832 4,826 0.36% 0.36% 242 0 0.0% Q2 2026 Aug 07, 2026
Stegent Equity Advisors, Inc. History No change 46,201 4,761 3.41% 3.41% 243 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 46,003 4,740 0.05% 0.05% 244 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 44,988 4,636 0.1% 0.1% 245 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 44,876 4,624 0.04% 0.04% 246 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 44,152 4,549 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
Asset One Wealth Management LLC History No change 42,072 4,414 0.47% 0.47% 248 0 0.0% Q2 2026 Aug 13, 2026
Bristlecone Value Partners, LLC History No change 41,546 4,281 3.44% 3.44% 249 0 0.0% Q2 2026 Aug 13, 2026
Ariadne Wealth Management, LP History No change 41,526 4,279 1.89% 1.89% 250 0 0.0% Q2 2026 Aug 13, 2026
Cloud Capital Management, LLC History No change 41,189 4,243 1.55% 1.55% 251 0 0.0% Q2 2026 Aug 13, 2026
Redhawk Wealth Advisors, Inc. History No change 40,935 4,218 0.42% 0.42% 252 0 0.0% Q2 2026 Jul 09, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 40,790 4,203 3.43% 3.43% 253 0 0.0% Q2 2026 Aug 05, 2026
Platform Wealth Management, LLC History No change 40,373 4,160 1.52% 1.52% 254 0 0.0% Q2 2026 Aug 10, 2026
Waterfront Wealth Inc. History No change 39,610 4,127 0.64% 0.64% 255 0 0.0% Q2 2026 Jul 30, 2026
Sigma Planning Corp History No change 39,996 4,121 0.1% 0.1% 256 0 0.0% Q2 2026 Aug 07, 2026
Prospect Financial Group LLC History No change 39,966 4,118 3.32% 3.32% 257 0 0.0% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 39,580 4,078 0.12% 0.12% 258 0 0.0% Q2 2026 Aug 10, 2026
Green Ridge Wealth Planning LLC History Added to 36,195 3,959 1.59% 1.42% 259 +3,504 10.72% Q3 2026 Oct 08, 2026
Stokes Family Office, LLC History No change 38,335 3,950 0.46% 0.46% 260 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 38,268 3,943 0.2% 0.2% 261 0 0.0% Q2 2026 Jul 31, 2026
Index Fund Advisors, Inc. History No change 37,974 3,913 0.16% 0.16% 262 0 0.0% Q2 2026 Aug 12, 2026
DeLarme Wealth Management, Inc. History No change 37,384 3,852 2.23% 2.23% 263 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Management, LLC / MS History No change 37,372 3,851 0.99% 0.99% 264 0 0.0% Q2 2026 Jul 08, 2026
WorthPointe, LLC History No change 36,877 3,800 0.95% 0.95% 265 0 0.0% Q2 2026 Jul 31, 2026
AIRE ADVISORS, LLC History No change 36,741 3,786 0.62% 0.62% 266 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 35,772 3,727 0.36% 0.36% 267 0 0.0% Q2 2026 Jul 14, 2026
Lauterbach Financial Advisors, LLC History No change 35,886 3,698 1.59% 1.59% 268 0 0.0% Q2 2026 Jul 27, 2026
E-Wealth Partners, LLC History No change 34,703 3,576 2.58% 2.58% 269 0 0.0% Q2 2026 Aug 17, 2026
Savvy Advisors, Inc. History No change 34,348 3,539 0.08% 0.08% 270 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 34,045 3,517 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
AllGen Financial Advisors, Inc. History No change 33,914 3,494 0.76% 0.76% 272 0 0.0% Q2 2026 Jul 22, 2026
BWM Planning, LLC History No change 33,699 3,472 0.81% 0.81% 273 0 0.0% Q2 2026 Jul 23, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 31,715 3,468 0.68% 0.71% 274 -880 -2.7% Q3 2026 Oct 05, 2026
Evanson Financial, LLC History No change 33,399 3,441 0.17% 0.17% 275 0 0.0% Q2 2026 Jul 07, 2026
SHUFRO ROSE & CO LLC History No change 33,339 3,435 0.2% 0.2% 276 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 33,272 3,428 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 33,194 3,420 0.13% 0.13% 278 0 0.0% Q2 2026 Aug 14, 2026
Capstone Wealth Management, LLC History No change 33,085 3,409 1.58% 1.58% 279 0 0.0% Q2 2026 Jul 23, 2026
Arcadia Wealth Management, Inc. History No change 32,891 3,389 1.62% 1.62% 280 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 32,366 3,344 0.11% 0.11% 281 0 0.0% Q2 2026 Aug 12, 2026
EARNED WEALTH ADVISORS, LLC History No change 31,821 3,279 0.21% 0.21% 282 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 31,532 3,249 0.26% 0.26% 283 0 0.0% Q2 2026 Aug 06, 2026
Trailhead Planners LLC History No change 31,299 3,225 3.12% 3.12% 284 0 0.0% Q2 2026 Aug 06, 2026
Capasso Planning Partners LLC History No change 31,059 3,200 1.6% 1.6% 285 0 0.0% Q2 2026 Aug 18, 2026
PRINCIPAL SECURITIES, INC. History No change 30,824 3,176 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 04, 2026
RCS Financial Planning, LLC History No change 29,877 3,078 1.46% 1.46% 287 0 0.0% Q2 2026 Jul 22, 2026
COURIER CAPITAL LLC History No change 29,856 3,076 0.15% 0.15% 288 0 0.0% Q2 2026 Jul 16, 2026
Sanchez Levi Garrett History No change 29,716 3,062 1.66% 1.66% 289 0 0.0% Q2 2026 Aug 14, 2026
Belleair Asset Management, LLC History No change 29,691 3,059 2.57% 2.57% 290 0 0.0% Q2 2026 Jul 15, 2026
Orion Capital Management LLC History No change 29,243 3,013 0.93% 0.93% 291 0 0.0% Q2 2026 Aug 17, 2026
Equita Financial Network, Inc. History No change 29,176 3,006 0.83% 0.83% 292 0 0.0% Q2 2026 Jul 29, 2026
TrustWell Financial Advisors, LLC History No change 28,509 2,937 2.49% 2.49% 293 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD SECURITIES, INC. History No change 28,398 2,926 0.17% 0.17% 294 0 0.0% Q2 2026 Jul 15, 2026
Tillman Hartley LLC History No change 28,351 2,921 0.66% 0.66% 295 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 28,275 2,913 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
McLean Asset Management Corp History No change 27,648 2,893 0.38% 0.38% 297 0 0.0% Q2 2026 Aug 12, 2026
Seed Wealth Management, Inc. History No change 27,882 2,873 1.82% 1.82% 298 0 0.0% Q2 2026 Jul 27, 2026
Diversify Advisory Services, LLC History No change 26,905 2,800 0.05% 0.05% 299 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 26,905 2,800 0.05% 0.05% 300 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 27,058 2,788 0.01% 0.01% 301 0 0.0% Q2 2026 Sep 23, 2026
Forum Financial Management, LP History No change 26,828 2,764 0.04% 0.04% 302 0 0.0% Q2 2026 Jul 23, 2026
COGENT STRATEGIC WEALTH LLC History No change 26,555 2,736 2.61% 2.61% 303 0 0.0% Q2 2026 Aug 11, 2026
Sensenig Capital Advisors, Inc History No change 26,439 2,724 2.49% 2.49% 304 0 0.0% Q2 2026 Jul 17, 2026
LexAurum Advisors, LLC History No change 25,562 2,634 0.3% 0.3% 305 0 0.0% Q2 2026 Jul 15, 2026
Frankly Finances, LLC History No change 25,558 2,633 2.08% 2.08% 306 0 0.0% Q2 2026 Jul 15, 2026
McCartney Wealth Management LLC History No change 25,526 2,630 1.99% 1.99% 307 0 0.0% Q2 2026 Aug 03, 2026
Phillip James Consulting Co. History No change 25,490 2,626 1.75% 1.75% 308 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 25,477 2,624 0.27% 0.27% 309 0 0.0% Q2 2026 Aug 13, 2026
Bright Futures Wealth Management, LLC. History No change 25,311 2,608 1.68% 1.68% 310 0 0.0% Q2 2026 Jul 24, 2026
Networth Advisors, LLC History No change 25,047 2,581 1.5% 1.5% 311 0 0.0% Q2 2026 Jul 22, 2026
Ancora Advisors LLC History No change 24,106 2,484 0.05% 0.05% 312 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Wealth Management, Inc. History No change 23,881 2,461 0.21% 0.21% 313 0 0.0% Q2 2026 Jul 27, 2026
Global Trust Wealth Management LLC History No change 23,704 2,442 1.68% 1.68% 314 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 23,423 2,413 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History Reduced 21,967 2,402 0.07% 0.07% 316 -284 -1.28% Q3 2026 Oct 08, 2026
Balboa Wealth Partners History No change 23,061 2,376 0.32% 0.32% 317 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Added to 21,668 2,370 0.07% 0.01% 318 +18,664 621.3% Q3 2026 Oct 08, 2026
Holcombe Financial, Inc. History No change 22,980 2,368 1.34% 1.34% 319 0 0.0% Q2 2026 Jul 13, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 22,942 2,364 0.5% 0.5% 320 0 0.0% Q2 2026 Jul 27, 2026
LAM GROUP, INC. History No change 22,885 2,358 1.17% 1.17% 321 0 0.0% Q2 2026 Jul 10, 2026
Nuveen, LLC History No change 22,705 2,339 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 22,594 2,328 1.22% 1.22% 323 0 0.0% Q2 2026 Jul 31, 2026
Insight Wealth Partners, LLC History No change 22,551 2,323 0.31% 0.31% 324 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 22,541 2,322 0.05% 0.05% 325 0 0.0% Q2 2026 Jul 17, 2026
IAG Wealth Partners, LLC History No change 22,529 2,321 0.23% 0.23% 326 0 0.0% Q2 2026 Aug 06, 2026
PFC CAPITAL GROUP, INC. History No change 21,509 2,216 0.85% 0.85% 327 0 0.0% Q2 2026 Aug 05, 2026
Triton Wealth Management, PLLC History No change 21,439 2,209 0.68% 0.68% 328 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 21,415 2,207 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 05, 2026
Hudson Oak Wealth Advisory LLC History No change 21,329 2,197 1.69% 1.69% 330 0 0.0% Q2 2026 Jul 21, 2026
Astra Wealth Partners LLC History No change 21,308 2,195 1.17% 1.17% 331 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 21,279 2,192 0.23% 0.23% 332 0 0.0% Q2 2026 Aug 12, 2026
Paragon Advisors, LLC History No change 21,216 2,186 0.46% 0.46% 333 0 0.0% Q2 2026 Jul 29, 2026
Vistica Wealth Advisors, LLC History No change 20,965 2,160 1.87% 1.87% 334 0 0.0% Q2 2026 Jul 27, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 20,817 2,145 0.32% 0.32% 335 0 0.0% Q2 2026 Jul 20, 2026
Gradient Capital Advisors, LLC History No change 20,796 2,143 0.5% 0.5% 336 0 0.0% Q2 2026 Jul 13, 2026
&PARTNERS History No change 20,808 2,136 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 20,665 2,129 0.03% 0.03% 338 0 0.0% Q2 2026 Aug 13, 2026
Torren Management, LLC History No change 20,559 2,118 1.08% 1.08% 339 0 0.0% Q2 2026 Jul 10, 2026
Berkeley, Inc History No change 20,273 2,089 0.66% 0.66% 340 0 0.0% Q2 2026 Jul 24, 2026
55 North Private Wealth, LLC History No change 20,100 2,071 0.41% 0.41% 341 0 0.0% Q2 2026 Jul 07, 2026
Aspirean Wealth, LLC History No change 19,612 2,021 1.88% 1.88% 342 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 19,299 1,988 0.13% 0.13% 343 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 19,032 1,961 0.16% 0.16% 344 0 0.0% Q2 2026 Jul 14, 2026
Altar Rock LLC History No change 19,026 1,960 2.86% 2.86% 345 0 0.0% Q2 2026 Sep 21, 2026
Financial Plan, Inc. History No change 18,949 1,952 0.19% 0.19% 346 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 18,912 1,948 0.23% 0.23% 347 0 0.0% Q2 2026 Jul 08, 2026
PHILADELPHIA TRUST CO History No change 18,892 1,947 0.12% 0.12% 348 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 18,895 1,947 0.38% 0.38% 349 0 0.0% Q2 2026 Jul 23, 2026
HUB Investment Partners, LLC History No change 18,280 1,883 0.03% 0.03% 350 0 0.0% Q2 2026 Jul 31, 2026
NFSG Corp History No change 18,137 1,869 0.23% 0.23% 351 0 0.0% Q2 2026 Aug 14, 2026
IMG Wealth Management, Inc. History No change 18,081 1,863 1.04% 1.04% 352 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 17,879 1,842 0.08% 0.08% 353 0 0.0% Q2 2026 Jul 22, 2026
Dogwood Wealth Management LLC History No change 17,650 1,818 0.72% 0.72% 354 0 0.0% Q2 2026 Jul 06, 2026
Passive Capital Management, LLC. History No change 19,338 1,817 0.57% 0.57% 355 0 0.0% Q2 2026 Aug 10, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 17,525 1,805 1.39% 1.39% 356 0 0.0% Q2 2026 Jul 24, 2026
Point72 Asset Management, L.P. History No change 17,400 1,793 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 17,336 1,786 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 17,256 1,778 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 22, 2026
NWAM LLC History No change 17,182 1,770 0.09% 0.09% 360 0 0.0% Q2 2026 Jul 23, 2026
Trademark Financial Management, LLC History No change 17,137 1,765 0.72% 0.72% 361 0 0.0% Q2 2026 Jul 27, 2026
Northland Capital Management LLC History No change 17,112 1,763 0.95% 0.95% 362 0 0.0% Q2 2026 Jul 21, 2026
Clark Asset Management, LLC History No change 16,968 1,748 0.14% 0.14% 363 0 0.0% Q2 2026 Jul 07, 2026
SC&H Financial Advisors, Inc. History No change 16,802 1,731 0.23% 0.23% 364 0 0.0% Q2 2026 Aug 04, 2026
Pacific Asset Management, LLC History No change 16,740 1,725 0.85% 0.85% 365 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, LLC History No change 16,484 1,698 0.09% 0.09% 366 0 0.0% Q2 2026 Aug 06, 2026
Ocean Park Asset Management, LLC History No change 16,360 1,685 0.08% 0.08% 367 0 0.0% Q2 2026 Jul 09, 2026
MIDDLETON & CO INC/MA History No change 16,282 1,677 0.18% 0.18% 368 0 0.0% Q2 2026 Aug 10, 2026
Gibson Capital, LLC History No change 16,162 1,665 0.27% 0.27% 369 0 0.0% Q2 2026 Aug 13, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 16,160 1,665 1.37% 1.37% 370 0 0.0% Q2 2026 Jul 30, 2026
Austin Wealth Management, LLC History No change 16,088 1,649 0.35% 0.35% 371 0 0.0% Q2 2026 Jul 22, 2026
Baker Ellis Asset Management LLC History No change 15,930 1,641 0.17% 0.17% 372 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 15,909 1,639 0.09% 0.09% 373 0 0.0% Q2 2026 Jul 29, 2026
Lifetime Wealth Management P.C. History No change 15,912 1,639 0.96% 0.96% 374 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 15,513 1,598 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 13, 2026
L.K. Benson & Company, P.C. History No change 15,374 1,584 0.48% 0.48% 376 0 0.0% Q2 2026 Jul 24, 2026
Douglass Winthrop Advisors, LLC History No change 15,300 1,576 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 13, 2026
Maia Wealth LLC History No change 15,293 1,575 0.23% 0.23% 378 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 14,945 1,540 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 17, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 14,857 1,531 0.46% 0.46% 380 0 0.0% Q2 2026 Jul 14, 2026
CVA Family Office, LLC History No change 14,774 1,522 0.14% 0.14% 381 0 0.0% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History No change 14,631 1,507 0.16% 0.16% 382 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History No change 14,594 1,503 0.13% 0.13% 383 0 0.0% Q2 2026 Aug 14, 2026
TABLEAUX LLC History No change 14,529 1,497 0.63% 0.63% 384 0 0.0% Q2 2026 Aug 07, 2026
Burk Holdings LLC History No change 14,058 1,448 0.54% 0.54% 385 0 0.0% Q2 2026 Aug 12, 2026
Powerhouse Assets LLC History No change 13,724 1,414 1.15% 1.15% 386 0 0.0% Q2 2026 Jul 23, 2026
Brookstone Capital Management History No change 13,649 1,406 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 15, 2026
Hardin Capital Partners, LLC History No change 13,371 1,380 0.64% 0.64% 388 0 0.0% Q2 2026 Jul 07, 2026
Independent Advisor Alliance History No change 13,374 1,378 0.03% 0.03% 389 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 13,331 1,373 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 13, 2026
Curtis Advisory Group, LLC History No change 13,166 1,356 0.26% 0.26% 391 0 0.0% Q2 2026 Jul 29, 2026
Sunpointe, LLC History No change 13,163 1,356 0.39% 0.39% 392 0 0.0% Q2 2026 Jul 24, 2026
Ashton Thomas Private Wealth, LLC History No change 13,112 1,351 0.03% 0.03% 393 0 0.0% Q2 2026 Jul 29, 2026
Certified Advisory Corp History No change 13,021 1,341 0.11% 0.11% 394 0 0.0% Q2 2026 Jul 16, 2026
Financial Engines Advisors L.L.C. History No change 12,772 1,316 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 14, 2026
FMB WEALTH MANAGEMENT History No change 12,620 1,300 0.48% 0.48% 396 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 12,537 1,292 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 12,503 1,288 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 09, 2026
Abacus Planning Group, Inc. History No change 12,487 1,286 0.16% 0.16% 399 0 0.0% Q2 2026 Jul 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 12,474 1,285 0.02% 0.02% 400 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 12,325 1,270 0.02% 0.02% 401 0 0.0% Q2 2026 Jul 31, 2026
FMR LLC History No change 11,607 1,196 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 11,498 1,184 0.23% 0.23% 403 0 0.0% Q2 2026 Jul 23, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 11,127 1,146 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
Nvest Wealth Strategies, Inc. History No change 10,964 1,129 0.71% 0.71% 405 0 0.0% Q2 2026 Jul 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 10,898 1,123 0.05% 0.05% 406 0 0.0% Q2 2026 Jul 24, 2026
Asset Dedication, LLC History No change 10,837 1,116 0.07% 0.07% 407 0 0.0% Q2 2026 Jul 30, 2026
Belpointe Asset Management LLC History No change 10,800 1,112 0.04% 0.04% 408 0 0.0% Q2 2026 Jul 31, 2026
Joseph P. Lucia & Associates, LLC History No change 10,607 1,093 0.33% 0.33% 409 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 10,125 1,043 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 10,092 1,039 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 14, 2026
Level Financial Advisors History No change 10,032 1,033 0.23% 0.23% 412 0 0.0% Q2 2026 Jul 15, 2026
Eldridge Investment Advisors, Inc. History No change 10,000 1,030 0.2% 0.2% 413 0 0.0% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History No change 9,892 1,019 0.47% 0.47% 414 0 0.0% Q2 2026 Jul 30, 2026
Exchange Bank History Added to 9,239 1,010 0.63% 0.54% 415 +860 10.26% Q3 2026 Oct 07, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 9,748 1,004 0.54% 0.54% 416 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 9,727 1,002 0.04% 0.04% 417 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 8,924 980 0.65% 0.65% 418 0 0.0% Q2 2026 Aug 18, 2026
Liberty Capital Management, Inc. History No change 9,486 977 0.17% 0.17% 419 0 0.0% Q2 2026 Jul 17, 2026
SouthState Bank Corp History No change 9,475 976 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 9,447 973 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 9,360 964 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 9,293 957 0.01% 0.01% 423 0 0.0% Q2 2026 Sep 08, 2026
CENTRAL TRUST Co History No change 9,190 947 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 31, 2026
SVRN Asset Management, LLC History No change 9,049 932 0.48% 0.48% 425 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 9,006 928 0.13% 0.13% 426 0 0.0% Q2 2026 Aug 06, 2026
NCM Capital Management, LLC History No change 9,005 927 0.29% 0.29% 427 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 8,905 917 0.08% 0.08% 428 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History No change 8,849 911 0.15% 0.15% 429 0 0.0% Q2 2026 Jul 07, 2026
Fortis Capital Advisors, LLC History No change 8,798 906 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 8,728 899 0.06% 0.06% 431 0 0.0% Q2 2026 Aug 05, 2026
Goldstein Advisors, LLC History No change 8,706 897 0.08% 0.08% 432 0 0.0% Q2 2026 Jul 20, 2026
Capital Analysts, LLC History No change 8,558 882 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 05, 2026
Integrity Wealth Solutions LLC History No change 8,483 874 0.32% 0.32% 434 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 8,435 869 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 14, 2026
United Advisor Group, LLC History No change 8,435 869 0.09% 0.09% 436 0 0.0% Q2 2026 Jul 29, 2026
Canvas Wealth Advisors, LLC History No change 8,430 868 0.12% 0.12% 437 0 0.0% Q2 2026 Jul 10, 2026
Clark Capital Management Group, Inc. History No change 8,368 862 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 11, 2026
Kelman-Lazarov, Inc. History No change 8,284 853 0.11% 0.11% 439 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 8,241 849 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 27, 2026
Atomic Invest LLC History No change 8,206 847 0.07% 0.07% 441 0 0.0% Q2 2026 Sep 25, 2026
Selective Wealth Management, Inc. History No change 8,191 840 0.22% 0.22% 442 0 0.0% Q2 2026 Jul 20, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 8,121 836 0.15% 0.15% 443 0 0.0% Q2 2026 Jul 21, 2026
Kane Co Wealth Management, Inc. History No change 8,103 835 0.63% 0.63% 444 0 0.0% Q2 2026 Jul 28, 2026
SELDON CAPITAL LP History No change 8,000 824 0.26% 0.26% 445 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,987 823 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 19, 2026
W.H. Cornerstone Investments Inc. History No change 7,956 819 0.46% 0.46% 447 0 0.0% Q2 2026 Aug 07, 2026
ENTREWEALTH, LLC History No change 7,571 819 0.3% 0.3% 448 0 0.0% Q2 2026 Aug 13, 2026
Ifrah Financial Services, Inc. History No change 7,926 816 0.2% 0.2% 449 0 0.0% Q2 2026 Jul 21, 2026
TUDOR INVESTMENT CORP ET AL History No change 7,917 815 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
Prosperitas Financial LLC History No change 7,772 800 0.26% 0.26% 451 0 0.0% Q2 2026 Aug 19, 2026
SIMPLEX TRADING, LLC History No change 7,715 795 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 12, 2026
Visionary Wealth Advisors History No change 7,700 793 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 13, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 7,695 792 0.19% 0.19% 454 0 0.0% Q2 2026 Jul 09, 2026
Camarda Financial Advisors, LLC History No change 7,673 790 0.24% 0.24% 455 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 7,608 783 0.04% 0.04% 456 0 0.0% Q2 2026 Aug 04, 2026
Bragg Financial Advisors, Inc History No change 7,474 770 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 12, 2026
Cogent Private Wealth, Inc. History No change 7,446 767 0.48% 0.48% 458 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 7,417 764 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 14, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 7,149 736 0.06% 0.06% 460 0 0.0% Q2 2026 Jul 16, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,116 733 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 7,066 728 0.18% 0.18% 462 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 7,024 723 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 14, 2026
Ruedi Wealth Management, Inc. History No change 6,914 712 0.17% 0.17% 464 0 0.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,903 711 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 07, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 6,853 706 0.18% 0.18% 466 0 0.0% Q2 2026 Jul 15, 2026
BRIGHTON JONES LLC History No change 6,668 687 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 11, 2026
Tranquilli Financial Advisor LLC History No change 6,622 682 0.37% 0.37% 468 0 0.0% Q2 2026 Aug 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,570 677 0.03% 0.03% 469 0 0.0% Q2 2026 Jul 23, 2026
INTEGRATED WEALTHCARE, LLC History No change 6,567 676 0.51% 0.51% 470 0 0.0% Q2 2026 Jul 24, 2026
Cypress Wealth Services, LLC History No change 6,547 674 0.08% 0.08% 471 0 0.0% Q2 2026 Jul 10, 2026
Haverford Financial Services, Inc. History No change 6,297 648 0.19% 0.19% 472 0 0.0% Q2 2026 Aug 12, 2026
Tranquility Partners, LLC History No change 6,248 643 0.22% 0.22% 473 0 0.0% Q2 2026 Jul 23, 2026
PFG Advisors History No change 6,204 639 0.03% 0.03% 474 0 0.0% Q2 2026 Jul 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 6,197 638 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
M Wealth Management, LLC History No change 6,152 633 0.5% 0.5% 476 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,080 626 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 12, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 6,044 622 0.06% 0.06% 478 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 6,008 619 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 18, 2026
Nova R Wealth, Inc. History No change 5,859 603 0.18% 0.18% 480 0 0.0% Q2 2026 Jul 17, 2026
Modern Wealth Management, LLC History No change 5,850 602 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 5,672 584 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 12, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 5,615 578 0.08% 0.08% 483 0 0.0% Q2 2026 Jul 24, 2026
Fisher Asset Management, LLC History No change 5,607 577 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 5,265 542 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 5,252 541 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 06, 2026
Seaside Wealth Management, Inc. History No change 5,235 539 0.13% 0.13% 487 0 0.0% Q2 2026 Aug 05, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,225 538 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 5,195 535 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 20, 2026
Lutz Financial Services LLC History No change 5,170 532 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 05, 2026
TBH Global Asset Management, LLC History No change 5,028 518 0.09% 0.09% 491 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Financial Group, LLC History No change 5,018 517 0.16% 0.16% 492 0 0.0% Q3 2026 Oct 06, 2026
Parkside Financial Bank & Trust History No change 4,882 503 0.03% 0.03% 493 0 0.0% Q2 2026 Sep 04, 2026
Palisade Asset Management, LLC History No change 4,840 498 0.05% 0.05% 494 0 0.0% Q2 2026 Jul 20, 2026
SFM, LLC History No change 4,708 485 0.25% 0.25% 495 0 0.0% Q2 2026 Jul 07, 2026
Rockwood Wealth Management, LLC History No change 4,676 481 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 13, 2026
Empirical Finance, LLC History No change 4,651 479 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 14, 2026
Echo Wealth Management, LLC History No change 4,515 465 0.24% 0.24% 498 0 0.0% Q2 2026 Jul 24, 2026
Aureum Wealth Management, LLC History No change 4,511 464 0.29% 0.29% 499 0 0.0% Q2 2026 Jul 22, 2026
Colter Lewis Investment Partners LLC History No change 4,500 463 0.21% 0.21% 500 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4,465 460 0.03% 0.03% 501 0 0.0% Q2 2026 Jul 07, 2026
Narus Financial Partners, LLC History No change 4,388 452 0.12% 0.12% 502 0 0.0% Q2 2026 Jul 31, 2026
Legacies Wealth LLC History No change 4,388 452 0.25% 0.25% 503 0 0.0% Q2 2026 Jul 22, 2026
Bluespring Wealth Management, LLC History No change 4,362 449 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 11, 2026
R2 Capital Strategies, LLC History No change 4,345 447 0.2% 0.2% 505 0 0.0% Q2 2026 Jul 23, 2026
Intelligent Financial Strategies History No change 4,275 440 0.21% 0.21% 506 0 0.0% Q2 2026 Jul 23, 2026
Colonial River Investments, LLC History No change 4,248 437 0.12% 0.12% 507 0 0.0% Q2 2026 Jul 24, 2026
Wilkerson Advisory Group LLC History No change 4,134 426 0.13% 0.13% 508 0 0.0% Q2 2026 Jul 21, 2026
FIRST TRUST ADVISORS LP History No change 4,083 420 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 11, 2026
Destination Wealth Management History No change 4,078 420 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 4,082 420 0.02% 0.02% 511 0 0.0% Q2 2026 Jul 29, 2026
Atlas Wealth LLC History No change 4,009 413 0.06% 0.06% 512 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial Wealth Advisors, LLC History No change 3,998 411 0.05% 0.05% 513 0 0.0% Q2 2026 Jul 15, 2026
Cherry Tree Wealth Management, LLC History No change 3,961 408 0.08% 0.08% 514 0 0.0% Q2 2026 Sep 15, 2026
Valmark Advisers, Inc. History No change 3,953 407 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 3,944 406 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Group, LLC History Reduced 3,707 405 0.03% 0.03% 517 -776 -17.31% Q3 2026 Oct 01, 2026
Allodium Investment Consultants, LLC History No change 3,824 394 0.17% 0.17% 518 0 0.0% Q2 2026 Jul 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,800 391 0.04% 0.04% 519 0 0.0% Q2 2026 Jul 09, 2026
Inspire Advisors, LLC History No change 3,768 388 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,847 384 0.05% 0.05% 521 0 0.0% Q2 2026 Aug 05, 2026
AssuredPartners Investment Advisors, LLC History No change 3,716 382 0.04% 0.04% 522 0 0.0% Q2 2026 Aug 10, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 3,464 378 0.12% 0.12% 523 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 3,666 377 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 21, 2026
Financial Symmetry Inc History Reduced 3,441 376 0.12% 0.12% 526 -71 -2.02% Q3 2026 Oct 06, 2026
Solidarity Wealth, LLC History No change 3,655 376 0.07% 0.07% 525 0 0.0% Q2 2026 Jul 31, 2026
Life Planning Partners, Inc History No change 3,605 371 0.28% 0.28% 527 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 3,583 369 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 12, 2026
Financial Architects, LLC History No change 3,540 364 0.17% 0.17% 529 0 0.0% Q2 2026 Jul 21, 2026
Jacobi Capital Management LLC History No change 3,508 361 0.02% 0.02% 530 0 0.0% Q2 2026 Jul 31, 2026
Lodestone Wealth Management LLC History No change 3,368 347 0.12% 0.12% 531 0 0.0% Q2 2026 Jul 23, 2026
Well Done, LLC History No change 3,347 344 0.05% 0.05% 532 0 0.0% Q2 2026 Jul 24, 2026
Facet Wealth, Inc. History No change 3,339 344 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 27, 2026
GDS Wealth Management History No change 3,342 344 0.02% 0.02% 534 0 0.0% Q2 2026 Aug 13, 2026
Klaas Financial Asset Advisors, LLC History No change 3,334 343 0.04% 0.04% 535 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 3,264 336 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 3,211 330 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial LLC History No change 3,201 329 0.11% 0.11% 538 0 0.0% Q2 2026 Jul 21, 2026
Approach Retirement Advisors, LLC History No change 3,200 329 0.24% 0.24% 539 0 0.0% Q2 2026 Jul 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,083 325 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 3,136 323 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 12, 2026
Quantum Portfolio Management LLC History No change 3,140 323 0.12% 0.12% 542 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 3,106 320 0.02% 0.02% 543 0 0.0% Q2 2026 Aug 14, 2026
JDH Wealth Management, LLC History No change 3,090 318 0.19% 0.19% 544 0 0.0% Q2 2026 Jul 22, 2026
SAGE RHINO CAPITAL LLC History No change 3,077 317 0.05% 0.05% 545 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 3,076 316 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 29, 2026
Leading Edge Financial Planning LLC History No change 3,067 316 0.06% 0.06% 547 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,055 315 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 07, 2026
Caerus Investment Advisors, LLC History No change 3,020 311 0.1% 0.1% 549 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 2,997 308 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 10, 2026
Truepoint, Inc. History No change 2,979 306 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 31, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 2,963 305 0.15% 0.15% 552 0 0.0% Q2 2026 Jul 08, 2026
Element Wealth, LLC History No change 2,960 305 0.11% 0.11% 553 0 0.0% Q2 2026 Aug 14, 2026
Riverbend Wealth Management, LLC History No change 2,968 305 0.15% 0.15% 554 0 0.0% Q2 2026 Jul 22, 2026
Fortune Financial Advisors, LLC History No change 2,924 301 0.13% 0.13% 555 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 2,908 299 0.07% 0.07% 556 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 2,861 294 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 2,807 289 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 14, 2026
Belvedere Trading LLC History No change 2,811 289 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 31, 2026
TruNorth Capital Management, LLC History No change 2,810 289 0.05% 0.05% 560 0 0.0% Q2 2026 Jul 23, 2026
Range Advisory, LLC History No change 2,808 289 0.03% 0.03% 561 0 0.0% Q2 2026 Sep 02, 2026
BFI Wealth Solutions, LLC History No change 2,787 287 0.21% 0.21% 562 0 0.0% Q2 2026 Aug 07, 2026
Capital Group Private Client Services, Inc. History No change 2,768 285 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 12, 2026
Confluence Wealth Services, Inc. History No change 2,752 283 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 22, 2026
Safeguard Investment Advisory Group, LLC History No change 2,674 275 0.06% 0.06% 565 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 2,662 274 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 2,659 274 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 2,636 271 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 27, 2026
Freedom Day Solutions, LLC History No change 2,597 267 0.06% 0.06% 569 0 0.0% Q2 2026 Jul 24, 2026
RVW Wealth, LLC History Reduced 2,435 266 0.02% 0.02% 570 -285 -10.48% Q3 2026 Oct 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,560 265 0.02% 0.02% 571 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Partners, LTD. History No change 2,553 263 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 11, 2026
OKABENA INVESTMENT SERVICES INC History No change 2,518 259 0.05% 0.05% 573 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 2,512 258 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 10, 2026
Index Technologies Group LLC History No change 2,508 258 0.21% 0.21% 575 0 0.0% Q2 2026 Aug 14, 2026
Baldwin Investment Management, LLC History No change 2,500 257 0.02% 0.02% 576 0 0.0% Q2 2026 Jul 28, 2026
Gaddis Premier Wealth Advisors LLC History No change 2,497 257 0.16% 0.16% 577 0 0.0% Q2 2026 Aug 04, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,481 255 0.06% 0.06% 578 0 0.0% Q2 2026 Aug 06, 2026
CWA Asset Management Group, LLC History No change 2,473 254 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,431 250 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
Mayflower Financial Advisors, LLC History No change 2,423 249 0.02% 0.02% 581 0 0.0% Q2 2026 Jul 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,408 248 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 2,398 247 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 15, 2026
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV History No change 2,354 242 0.14% 0.14% 584 0 0.0% Q2 2026 Jul 22, 2026
Meritas Wealth Management, LLC History No change 2,353 242 0.09% 0.09% 585 0 0.0% Q2 2026 Jul 21, 2026
Allied Private Wealth LLC History No change 2,291 236 0.15% 0.15% 586 0 0.0% Q2 2026 Jul 09, 2026
Fortis Capital Management LLC History No change 2,270 233 0.03% 0.03% 587 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,259 232 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 2,218 228 0.02% 0.02% 589 0 0.0% Q2 2026 Jul 31, 2026
Trellis Wealth Advisors LLC History No change 2,211 227 0.08% 0.08% 590 0 0.0% Q2 2026 Jul 15, 2026
Shotwell Rutter Baer Inc History No change 2,197 226 0.12% 0.12% 591 0 0.0% Q2 2026 Jul 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,187 225 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 28, 2026
SRH ADVISORS, LLC History No change 2,172 223 0.06% 0.06% 593 0 0.0% Q2 2026 Jul 24, 2026
IF Advisors, LLC History No change 2,172 223 0.15% 0.15% 594 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 2,146 221 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 14, 2026
Bison Wealth, LLC History No change 2,089 220 0.02% 0.02% 596 0 0.0% Q2 2026 Jul 07, 2026
Global Wealth Management, LLC History No change 2,141 220 0.11% 0.11% 597 0 0.0% Q2 2026 Jul 20, 2026
Worth Asset Management, LLC History Reduced 1,988 217 0.06% 0.07% 598 -25 -1.24% Q3 2026 Oct 07, 2026
Heron Bay Capital Management History No change 2,099 216 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 11, 2026
Accel Wealth Management History No change 2,080 214 0.05% 0.05% 600 0 0.0% Q2 2026 Jul 10, 2026
Base Wealth Management LLC History No change 2,078 214 0.1% 0.1% 601 0 0.0% Q2 2026 Jul 22, 2026
NICOLET BANKSHARES INC History No change 2,005 206 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 11, 2026
Vawter Financial, Ltd. History No change 1,999 206 0.08% 0.08% 603 0 0.0% Q2 2026 Jul 24, 2026
Quadcap Wealth Management, LLC History No change 2,007 206 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 31, 2026
Wills Financial Group LLC History No change 1,997 205 0.07% 0.07% 605 0 0.0% Q2 2026 Aug 14, 2026
Tyche Wealth Partners LLC History No change 1,962 202 0.03% 0.03% 606 0 0.0% Q2 2026 Aug 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History New 1,844 201 0.05% — 607 +1,844 New Q3 2026 Oct 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,810 186 0.03% 0.03% 608 0 0.0% Q2 2026 Jul 14, 2026
Bank of New Hampshire History No change 1,577 172 0.04% 0.03% 609 0 0.0% Q3 2026 Oct 06, 2026
Global Trust Asset Management, LLC History No change 1,669 171 0.05% 0.05% 610 0 0.0% Q2 2026 Aug 03, 2026
Western Pacific Wealth Management, LP History No change 1,650 170 0.15% 0.15% 611 0 0.0% Q2 2026 Aug 07, 2026
EASTERN BANK History New 1,508 164 0.0% — 613 +1,508 New Q3 2026 Oct 05, 2026
Regatta Research & Money Management History No change 1,601 164 0.16% 0.16% 612 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 1,497 156 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 29, 2026
Trust Co History No change 1,380 142 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 10, 2026
Physician Wealth Advisors, Inc. History No change 1,373 141 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 1,188 122 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 1,131 116 0.01% 0.01% 618 0 0.0% Q2 2026 Sep 15, 2026
IFP Advisors, Inc History No change 1,071 110 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 1,033 106 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 12, 2026
Lloyd Advisory Services, LLC. History No change 1,014 104 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 981 101 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 980 100 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 07, 2026
Salomon & Ludwin, LLC History No change 931 96 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 932 96 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History Added to 845 92 0.0% 0.0% 626 +34 4.19% Q3 2026 Oct 02, 2026
HUNTINGTON NATIONAL BANK History No change 869 89 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 856 88 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 781 80 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 29, 2026
Operose Advisors LLC History No change 766 78 0.02% 0.02% 630 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 655 67 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY ADVISORS, INC. History No change 558 57 0.04% 0.04% 632 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 527 54 0.02% 0.02% 633 0 0.0% Q2 2026 Aug 14, 2026
ALERUS FINANCIAL NA History No change 520 53 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 521 53 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 463 47 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 10, 2026
Corsicana & Co. History No change 462 47 0.02% 0.02% 637 0 0.0% Q2 2026 Jul 24, 2026
Monetary Solutions, Ltd History No change 460 47 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 450 46 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 14, 2026
JDM Financial Group LLC History No change 431 44 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 17, 2026
ROGCO, LP History No change 422 43 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 30, 2026
FRANKLIN RESOURCES INC History No change 413 42 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 415 42 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 405 42 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 369 38 0.03% 0.03% 645 0 0.0% Q2 2026 Jul 15, 2026
NorthAvenue LLC History No change 377 38 0.03% 0.03% 646 0 0.0% Q2 2026 Jul 21, 2026
BURKETT FINANCIAL SERVICES, LLC History New 345 37 0.01% — 648 +345 New Q3 2026 Oct 01, 2026
Crewe Advisors LLC History No change 360 37 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 23, 2026
TD Capital Management LLC History No change 353 36 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 350 36 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 358 36 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 341 35 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 27, 2026
Point Nemo Capital, LLC History No change 348 35 0.02% 0.02% 653 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 332 34 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 312 32 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 28, 2026
SWAN Capital LLC History No change 309 31 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 300 30 0.01% 0.01% 657 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 284 29 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 15, 2026
Daytona Street Capital LLC History No change 260 27 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 03, 2026
Acumen Wealth Advisors, LLC History No change 257 26 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 03, 2026
FAS Wealth Partners, Inc. History No change 250 25 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 29, 2026
BARRETT & COMPANY, INC. History No change 241 24 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 235 24 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 22, 2026
Kingdom Financial Group LLC. History No change 233 24 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 224 23 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 21, 2026
Buck Wealth Strategies, LLC History No change 205 21 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 30, 2026
GILL CAPITAL PARTNERS, LLC History No change 194 19 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 20, 2026
SALEM INVESTMENT COUNSELORS INC History No change 187 19 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 14, 2026
Piscataqua Savings Bank History No change 186 19 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 09, 2026
HHM Wealth Advisors, LLC History No change 184 18 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 13, 2026
Hurley Capital, LLC History No change 161 16 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 162 16 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 154 15 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 148 15 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 154 15 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 08, 2026
Capital Investment Advisory Services, LLC History No change 151 15 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 148 15 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 151 15 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 10, 2026
Mosley Wealth Management History No change 143 14 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 23, 2026
PlanVest Financial, Inc History No change 137 14 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 133 13 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 28, 2026
Coston, McIsaac & Partners History No change 132 13 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 102 10 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 07, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 105 10 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 20, 2026
Bogart Wealth, LLC History No change 104 10 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 24, 2026
Gleason Group, Inc. History No change 103 10 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 13, 2026
GAMMA Investing LLC History No change 100 10 0.0% 0.0% 687 0 0.0% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 88 9 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 89 9 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 10, 2026
Carolina Wealth Advisors, LLC History No change 78 8 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 09, 2026
AMERIFLEX GROUP, INC. History No change 75 7 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 13, 2026
Pioneer Family Office, LLC History No change 75 7 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 27, 2026
True Wealth Design, LLC History No change 63 6 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 16, 2026
Silver Grove Financial Group, Inc. History No change 60 6 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 53 5 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 15, 2026
Roxbury Financial LLC History No change 48 5 0.0% 0.0% 696 0 0.0% Q3 2026 Oct 01, 2026
Rossby Financial, LCC History No change 55 5 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 46 4 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 11, 2026
Creative Capital Management Investments LLC History No change 46 4 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 24, 2026
Clark Wealth Partners History No change 41 4 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 28, 2026
BFSG, LLC History No change 36 3 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 20, 2026
Reyes Financial Architecture, Inc. History No change 31 3 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 16, 2026
Hilton Head Capital Partners, LLC History No change 30 3 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 27, 2026
Timbuktu Capital Management, LLC History No change 31 3 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 21 2 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 23 2 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 27 2 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 13 1 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 10, 2026
S&T BANK/PA History No change 14 1 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 16 1 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 6 1 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 23, 2026
Quest 10 Wealth Builders, Inc. History No change 14 1 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 24, 2026
SAPIENT CAPITAL LLC History Closed out 0 0 — 0.0% — -2,236 -100.0% Q3 2026 Oct 08, 2026
CITIGROUP INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
SIGNATUREFD, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Addison Advisors LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Bullseye Investment Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
Signature Resources Capital Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 13, 2026