AMERICAN CENTURY ETF TRUST - AVUV

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
Creative Planning History No change 21,603,359 2,695,234 1.58% 1.58% 1 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 7,864,486 981,173 0.22% 0.22% 2 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 6,563,363 818,845 0.84% 0.84% 3 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 3,459,279 431,579 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,408,496 425,244 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 3,091,988 385,729 0.08% 0.08% 6 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 2,999,892 374,266 3.17% 3.17% 7 0 0.0% Q2 2026 Aug 06, 2026
Mason Investment Advisory Services, Inc. History No change 2,824,089 352,333 13.4% 13.4% 8 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 2,653,956 331,107 6.91% 6.91% 9 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,613,184 326,020 0.17% 0.17% 10 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,398,665 299,257 0.07% 0.07% 11 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 2,285,615 285,153 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,929,481 240,722 0.07% 0.07% 13 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 1,801,650 224,773 1.3% 1.3% 14 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,607,642 200,569 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
Plancorp, LLC History No change 1,545,016 191,535 4.67% 4.67% 16 0 0.0% Q2 2026 Jul 14, 2026
HighTower Advisors, LLC History No change 1,433,034 178,785 0.17% 0.17% 17 0 0.0% Q2 2026 Aug 05, 2026
TCI Wealth Advisors, Inc. History No change 1,388,724 173,257 7.5% 7.5% 18 0 0.0% Q2 2026 Jul 29, 2026
Unison Advisors LLC History No change 1,335,841 166,659 11.62% 11.62% 19 0 0.0% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History No change 1,300,542 162,286 0.19% 0.19% 20 0 0.0% Q2 2026 Aug 14, 2026
Evensky & Katz LLC History No change 1,160,062 144,729 7.47% 7.47% 21 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Nebraska History No change 1,133,259 141,385 12.61% 12.61% 22 0 0.0% Q2 2026 Jul 27, 2026
Plante Moran Financial Advisors, LLC History No change 1,119,113 139,620 6.49% 6.49% 23 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 1,063,743 132,712 0.66% 0.66% 24 0 0.0% Q2 2026 Jul 17, 2026
Cetera Investment Advisers History No change 1,060,508 132,308 0.12% 0.12% 25 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,034,018 129,004 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 12, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,021,939 127,497 2.92% 2.92% 27 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 969,133 120,802 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 948,506 118,343 0.35% 0.35% 29 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 918,011 114,530 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
RW Investment Management LLC History No change 902,611 112,609 9.89% 9.89% 31 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 889,271 110,945 0.14% 0.14% 32 0 0.0% Q2 2026 Jul 29, 2026
Avantax Planning Partners, Inc. History No change 864,456 107,849 2.68% 2.68% 33 0 0.0% Q2 2026 Jul 28, 2026
Beaird Harris Wealth Management, LLC History No change 749,891 93,556 5.86% 5.86% 34 0 0.0% Q2 2026 Jul 08, 2026
Private Advisor Group, LLC History No change 685,640 85,540 0.39% 0.39% 35 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 682,657 85,168 0.31% 0.31% 36 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Partners, LLC History No change 667,861 83,322 4.25% 4.25% 37 0 0.0% Q2 2026 Jul 23, 2026
Foster Group, Inc. History Reduced 681,878 80,304 2.18% 2.27% 38 -3,879 -0.57% Q3 2026 Oct 13, 2026
Farther Finance Advisors, LLC History Added to 679,855 80,066 0.56% 0.61% 39 +50,088 7.95% Q3 2026 Oct 08, 2026
Moisand Fitzgerald Tamayo, LLC History No change 631,595 78,797 7.7% 7.7% 40 0 0.0% Q2 2026 Jul 13, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 618,166 77,122 12.3% 12.3% 41 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 614,951 76,721 4.44% 4.44% 42 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 621,231 74,628 0.11% 0.1% 43 +154,331 33.05% Q3 2026 Oct 13, 2026
Petersen Hastings Wealth Advisors Inc. History No change 597,318 74,521 6.25% 6.25% 44 0 0.0% Q2 2026 Jul 17, 2026
Meredith Wealth Planning History No change 588,447 73,414 17.33% 17.33% 45 0 0.0% Q2 2026 Jul 24, 2026
Avior Wealth Management, LLC History Added to 609,568 71,788 1.89% 1.94% 46 +19,318 3.27% Q3 2026 Oct 13, 2026
Krilogy Financial LLC History Added to 584,456 70,099 1.91% 2.12% 47 +10,693 1.86% Q3 2026 Oct 13, 2026
Corient Private Wealth LP History No change 557,425 69,544 0.1% 0.1% 48 0 0.0% Q2 2026 Aug 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 545,956 68,113 4.08% 4.08% 49 0 0.0% Q2 2026 Jul 31, 2026
Envestnet Portfolio Solutions, Inc. History No change 545,414 68,045 0.33% 0.33% 50 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 526,841 65,823 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 525,630 65,577 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Partners, LLC History No change 508,262 63,410 29.47% 29.47% 53 0 0.0% Q2 2026 Aug 03, 2026
Burton Enright Welch History No change 507,991 63,376 7.44% 7.44% 54 0 0.0% Q2 2026 Jul 17, 2026
KEB ASSET MANAGEMENT, LLC History No change 507,078 63,263 10.24% 10.24% 55 0 0.0% Q2 2026 Jul 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 497,164 62,026 3.14% 3.14% 56 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 446,377 55,690 1.18% 1.18% 57 0 0.0% Q2 2026 Aug 03, 2026
QUARRY HILL ADVISORS, LLC History No change 445,593 55,592 21.36% 21.36% 58 0 0.0% Q2 2026 Jul 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 444,573 55,464 0.81% 0.81% 59 0 0.0% Q2 2026 Jul 14, 2026
Werba Rubin Papier Wealth Management History No change 440,829 54,997 6.68% 6.68% 60 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 436,592 54,469 0.53% 0.53% 61 0 0.0% Q2 2026 Aug 05, 2026
Bluespring Wealth Management, LLC History No change 434,760 54,240 1.04% 1.04% 62 0 0.0% Q2 2026 Aug 11, 2026
Parcion Private Wealth LLC History No change 434,292 54,182 3.01% 3.01% 63 0 0.0% Q2 2026 Jul 27, 2026
Marquette Asset Management, LLC History Added to 456,549 53,767 7.02% 7.28% 64 +1,916 0.42% Q3 2026 Oct 09, 2026
FIRST CITIZENS BANK & TRUST CO History No change 429,436 53,576 0.8% 0.8% 65 0 0.0% Q2 2026 Jul 13, 2026
Team Hewins, LLC History No change 411,350 51,320 14.04% 14.04% 66 0 0.0% Q2 2026 Jul 29, 2026
3EDGE Asset Management, LP History No change 410,057 51,158 2.28% 2.28% 67 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 408,340 50,944 0.08% 0.08% 68 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 397,677 49,614 0.91% 0.91% 69 0 0.0% Q2 2026 Aug 06, 2026
Financial Partners Group, Inc History No change 390,844 48,761 4.95% 4.95% 70 0 0.0% Q2 2026 Jul 23, 2026
MEANS INVESTMENT CO., INC. History No change 385,249 48,063 3.63% 3.63% 71 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 384,161 47,927 0.58% 0.58% 72 0 0.0% Q2 2026 Jul 22, 2026
Three Arch Wealth Management LLC History No change 365,012 45,538 6.98% 6.98% 73 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 363,036 45,292 0.25% 0.25% 74 0 0.0% Q2 2026 Jul 29, 2026
BWM Planning, LLC History No change 362,254 45,194 10.48% 10.48% 75 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 348,339 43,459 0.1% 0.1% 76 0 0.0% Q2 2026 Jul 27, 2026
Greenline Partners, LLC History No change 338,946 42,286 4.3% 4.3% 77 0 0.0% Q2 2026 Aug 14, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 338,462 42,226 12.58% 12.58% 78 0 0.0% Q2 2026 Aug 04, 2026
Glenview Trust Co History No change 337,905 42,157 0.58% 0.58% 79 0 0.0% Q2 2026 Aug 18, 2026
Northwest Financial Advisors History No change 328,848 41,027 5.46% 5.46% 80 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 328,545 40,989 0.15% 0.15% 81 0 0.0% Q2 2026 Aug 14, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 325,361 40,592 6.03% 6.03% 82 0 0.0% Q2 2026 Jul 10, 2026
ENZI WEALTH History No change 325,220 40,353 12.78% 12.78% 83 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 320,844 40,028 0.76% 0.76% 84 0 0.0% Q2 2026 Jul 09, 2026
Bare Financial Services, Inc History No change 315,023 39,302 9.02% 9.02% 85 0 0.0% Q2 2026 Jul 27, 2026
Kondo Wealth Advisors, Inc. History No change 311,684 38,885 13.0% 13.0% 86 0 0.0% Q2 2026 Jul 21, 2026
Venturi Wealth Management, LLC History No change 307,011 38,302 1.48% 1.48% 87 0 0.0% Q2 2026 Jul 20, 2026
MML INVESTORS SERVICES, LLC History No change 306,724 38,266 0.08% 0.08% 88 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 302,746 37,770 8.71% 8.71% 89 0 0.0% Q2 2026 Jul 24, 2026
High Probability Advisors, LLC History No change 295,565 36,874 3.94% 3.94% 90 0 0.0% Q2 2026 Jul 13, 2026
N.E.W. Advisory Services LLC History No change 293,796 36,654 2.45% 2.45% 91 0 0.0% Q2 2026 Aug 06, 2026
Sherrill & Hutchins Financial Advisory, Inc History No change 288,668 36,014 17.22% 17.22% 92 0 0.0% Q2 2026 Jul 23, 2026
WMG Financial Advisors, LLC History No change 288,366 35,976 13.56% 13.56% 93 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 287,416 35,858 0.39% 0.39% 94 0 0.0% Q2 2026 Jul 28, 2026
Hill Investment Group Partners, LLC History No change 287,140 35,823 3.65% 3.65% 95 0 0.0% Q2 2026 Aug 12, 2026
Valued Wealth Advisors LLC History No change 284,951 35,550 12.92% 12.92% 96 0 0.0% Q2 2026 Jul 20, 2026
Quent Capital, LLC History No change 281,331 35,098 2.16% 2.16% 97 0 0.0% Q2 2026 Aug 07, 2026
Fonville Wealth Management LLC History No change 277,486 34,619 5.65% 5.65% 98 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 275,637 34,390 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 12, 2026
Falcon Wealth Planning History No change 270,692 33,771 2.13% 2.13% 100 0 0.0% Q2 2026 Jul 13, 2026
HighPoint Advisor Group LLC History No change 269,698 33,647 1.19% 1.19% 101 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 278,154 33,386 4.81% 5.09% 102 -4,696 -1.66% Q3 2026 Oct 08, 2026
Allegiance Financial Group Advisory Services LLC History No change 264,812 33,038 5.72% 5.72% 103 0 0.0% Q2 2026 Jul 27, 2026
DEFINE FINANCIAL, LLC History No change 263,037 32,816 15.07% 15.07% 104 0 0.0% Q2 2026 Jul 13, 2026
Beacon Pointe Advisors, LLC History No change 261,635 32,641 0.15% 0.15% 105 0 0.0% Q2 2026 Aug 18, 2026
EAGLE WEALTH STRATEGIES LLC History No change 259,185 32,335 12.35% 12.35% 106 0 0.0% Q2 2026 Jul 09, 2026
Kestra Advisory Services, LLC History No change 258,481 32,248 0.1% 0.1% 107 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 249,625 31,143 0.09% 0.09% 108 0 0.0% Q2 2026 Aug 13, 2026
Morton Brown Family Wealth, LLC History No change 246,862 30,798 6.98% 6.98% 109 0 0.0% Q2 2026 Jul 21, 2026
Meritas Wealth Management, LLC History No change 246,111 30,704 11.99% 11.99% 110 0 0.0% Q2 2026 Jul 21, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 239,298 29,854 3.96% 3.96% 111 0 0.0% Q2 2026 Jul 20, 2026
Oakwell Private Wealth Management, LLC History No change 238,894 29,804 4.94% 4.94% 112 0 0.0% Q2 2026 Aug 03, 2026
New England Capital Financial Advisors LLC History No change 233,551 29,137 6.97% 6.97% 113 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 232,700 29,047 0.58% 0.58% 114 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 231,550 28,888 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 12, 2026
REGATTA CAPITAL GROUP, LLC History No change 231,102 28,832 3.88% 3.88% 116 0 0.0% Q2 2026 Aug 12, 2026
Great Point Wealth Advisors, LLC History No change 225,585 28,143 4.55% 4.55% 117 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 224,884 28,056 2.82% 2.82% 118 0 0.0% Q2 2026 Jul 13, 2026
Harbor Group, Inc. History No change 224,510 28,009 3.29% 3.29% 119 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 223,710 27,976 0.11% 0.11% 120 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 224,090 27,957 0.17% 0.17% 121 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 223,968 27,942 6.87% 6.87% 122 0 0.0% Q2 2026 Jul 30, 2026
Tarbox Family Office, Inc. History No change 222,938 27,813 3.98% 3.98% 123 0 0.0% Q2 2026 Aug 03, 2026
Wealth Architects, LLC History No change 220,640 27,527 2.17% 2.17% 124 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 220,331 27,488 0.23% 0.23% 125 0 0.0% Q2 2026 Jul 27, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 218,595 27,271 6.41% 6.41% 126 0 0.0% Q2 2026 Jul 16, 2026
Peirce Capital Management, LLC History No change 216,611 27,024 9.91% 9.91% 127 0 0.0% Q2 2026 Jul 10, 2026
JRM Investment Counsel, LLC History No change 215,990 26,946 6.52% 6.52% 128 0 0.0% Q2 2026 Aug 13, 2026
Drake & Associates, LLC History No change 214,617 26,775 4.51% 4.51% 129 0 0.0% Q2 2026 Aug 10, 2026
COWA, LLC History No change 214,066 26,706 6.7% 6.7% 130 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 212,533 26,515 0.99% 0.99% 131 0 0.0% Q2 2026 Aug 06, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 212,515 26,513 3.5% 3.5% 132 0 0.0% Q2 2026 Jul 13, 2026
NewEdge Advisors, LLC History No change 210,495 26,261 0.08% 0.08% 133 0 0.0% Q2 2026 Aug 12, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 209,010 26,076 4.5% 4.5% 134 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 206,450 25,756 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 12, 2026
Parkshore Wealth Management, Inc. History Added to 217,613 25,628 6.51% 7.14% 136 +18,378 9.22% Q3 2026 Oct 13, 2026
Highland Financial Advisors, LLC History No change 199,471 24,885 5.47% 5.47% 137 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 198,515 24,766 0.28% 0.28% 138 0 0.0% Q2 2026 Jul 29, 2026
FIRST MERCHANTS CORP History No change 197,882 24,687 0.87% 0.87% 139 0 0.0% Q2 2026 Jul 15, 2026
HMV Wealth Advisors, LLC History No change 197,200 24,602 9.58% 9.58% 140 0 0.0% Q2 2026 Jul 13, 2026
Zhang Financial LLC History No change 196,622 24,530 0.72% 0.72% 141 0 0.0% Q2 2026 Jul 30, 2026
Atria Investments, Inc History No change 196,475 24,512 0.25% 0.25% 142 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 195,616 24,405 0.15% 0.15% 143 0 0.0% Q2 2026 Jul 20, 2026
Flagstone Financial Management History No change 195,332 24,369 5.45% 5.45% 144 0 0.0% Q2 2026 Jul 21, 2026
B&D White Capital Company, LLC History No change 194,744 24,296 2.42% 2.42% 145 0 0.0% Q2 2026 Jul 31, 2026
WCG Wealth Advisors LLC History No change 190,859 23,811 0.56% 0.56% 146 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 190,592 23,778 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 185,857 23,187 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 13, 2026
Fort Vancouver Investment Management, LLC History No change 184,679 23,040 10.76% 10.76% 149 0 0.0% Q2 2026 Jul 29, 2026
Betterment LLC History No change 184,325 22,996 0.04% 0.04% 150 0 0.0% Q2 2026 Aug 14, 2026
REAP Financial Group, LLC History No change 184,218 22,982 3.92% 3.92% 151 0 0.0% Q2 2026 Aug 04, 2026
BFSG, LLC History No change 182,054 22,713 2.01% 2.01% 152 0 0.0% Q2 2026 Jul 20, 2026
Certified Advisory Corp History No change 181,759 22,676 1.83% 1.83% 153 0 0.0% Q2 2026 Jul 16, 2026
STOCK YARDS BANK & TRUST CO History No change 181,132 22,598 0.65% 0.65% 154 0 0.0% Q2 2026 Aug 19, 2026
Financial Synergies Wealth Advisors, Inc. History No change 180,780 22,554 1.91% 1.91% 155 0 0.0% Q2 2026 Jul 17, 2026
MB Generational Wealth, LLC History No change 178,008 22,208 10.89% 10.89% 156 0 0.0% Q2 2026 Jul 31, 2026
Tidal Investments LLC History No change 174,504 21,771 0.04% 0.04% 157 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 173,695 21,670 0.18% 0.18% 158 0 0.0% Q2 2026 Aug 06, 2026
LIBRA WEALTH LLC History No change 173,101 21,596 5.52% 5.52% 159 0 0.0% Q2 2026 Aug 06, 2026
Gallagher Fiduciary Advisors, LLC History No change 172,874 21,567 0.71% 0.71% 160 0 0.0% Q2 2026 Aug 14, 2026
PW ADVISORS, LLC \ FL History No change 170,148 21,227 14.17% 14.17% 161 0 0.0% Q2 2026 Aug 06, 2026
ABLE Financial Group, LLC History No change 168,024 20,962 3.52% 3.52% 162 0 0.0% Q2 2026 Jul 22, 2026
STOLZ & ASSOCIATES, PS History No change 167,343 20,877 13.03% 13.03% 163 0 0.0% Q2 2026 Jul 29, 2026
Peak Asset Management, LLC History No change 167,233 20,864 3.07% 3.07% 164 0 0.0% Q2 2026 Aug 13, 2026
Mraz, Amerine & Associates, Inc. History No change 165,191 20,609 2.96% 2.96% 165 0 0.0% Q2 2026 Jul 16, 2026
Quantum Financial Advisors, LLC History No change 164,378 20,507 2.03% 2.03% 166 0 0.0% Q2 2026 Jul 08, 2026
Avondale Wealth Management History No change 163,647 20,416 8.32% 8.32% 167 0 0.0% Q2 2026 Jul 13, 2026
BetterWealth, LLC History No change 163,569 20,406 3.61% 3.61% 168 0 0.0% Q2 2026 Jul 21, 2026
Wheelhouse Advisory Group LLC History No change 162,813 20,312 5.73% 5.73% 169 0 0.0% Q2 2026 Jul 23, 2026
Acumen Wealth Advisors, LLC History No change 161,159 20,106 4.26% 4.26% 170 0 0.0% Q2 2026 Aug 03, 2026
WJ Interests, LLC History No change 159,324 19,877 7.66% 7.66% 171 0 0.0% Q2 2026 Jul 29, 2026
Opus Capital Group, LLC History No change 158,662 19,795 1.92% 1.92% 172 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 157,475 19,633 1.99% 1.99% 173 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 157,283 19,622 1.02% 1.02% 174 0 0.0% Q2 2026 Jul 29, 2026
Arlington Financial Advisors, LLC History No change 155,141 19,355 2.46% 2.46% 175 0 0.0% Q2 2026 Jul 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 154,836 19,317 0.2% 0.2% 176 0 0.0% Q2 2026 Aug 14, 2026
AIRE ADVISORS, LLC History No change 154,747 19,306 3.14% 3.14% 177 0 0.0% Q2 2026 Aug 14, 2026
Wallington Asset Management, LLC History No change 154,671 19,296 2.37% 2.37% 178 0 0.0% Q2 2026 Jul 22, 2026
SFG Wealth Management, LLC. History No change 154,039 19,217 6.91% 6.91% 179 0 0.0% Q2 2026 Jul 22, 2026
Ocean Park Asset Management, LLC History No change 151,814 18,940 0.91% 0.91% 180 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History No change 151,541 18,906 0.38% 0.38% 181 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors Wealth Management, LLC History Added to 159,619 18,798 2.12% 2.08% 182 +18,001 12.71% Q3 2026 Oct 09, 2026
Smartleaf Asset Management LLC History No change 150,051 18,703 0.61% 0.61% 183 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 148,410 18,515 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
CLARIS ADVISORS, LLC / MO / History No change 148,246 18,495 4.83% 4.83% 185 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History No change 147,927 18,455 0.12% 0.12% 186 0 0.0% Q2 2026 Sep 08, 2026
Invariant Investment Management History Added to 153,334 18,404 10.64% 10.9% 187 +3,238 2.16% Q3 2026 Oct 08, 2026
Diversify Advisory Services, LLC History No change 143,881 18,046 0.3% 0.3% 188 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 143,881 18,046 0.3% 0.3% 189 0 0.0% Q2 2026 Jul 29, 2026
Compass Ion Advisors, LLC History No change 144,508 18,028 1.55% 1.55% 190 0 0.0% Q2 2026 Aug 12, 2026
SAGE RHINO CAPITAL LLC History No change 142,143 17,733 2.87% 2.87% 191 0 0.0% Q2 2026 Aug 03, 2026
Simplicity Wealth,LLC History No change 142,111 17,729 0.6% 0.6% 192 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Point Investment Advisors, LLC History No change 141,712 17,679 2.49% 2.49% 193 0 0.0% Q2 2026 Jul 28, 2026
Bucket List Wealth Management, LLC History No change 140,354 17,510 8.63% 8.63% 194 0 0.0% Q2 2026 Jul 16, 2026
Symphony Financial, Ltd. Co. History No change 140,354 17,498 1.91% 1.91% 195 0 0.0% Q2 2026 Aug 03, 2026
Prism Advisors, Inc. History New 143,316 17,216 4.32% — 196 +143,316 New Q3 2026 Oct 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 137,785 17,190 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 19, 2026
NWAM LLC History No change 137,469 17,150 0.86% 0.86% 198 0 0.0% Q2 2026 Jul 23, 2026
ARQ WEALTH ADVISORS, LLC History No change 135,602 17,075 2.12% 2.12% 199 0 0.0% Q2 2026 Jul 24, 2026
Family Investment Center, Inc. History No change 135,283 16,877 2.8% 2.8% 200 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 134,010 16,719 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History Added to 140,180 16,695 3.79% 4.39% 202 +3,012 2.2% Q3 2026 Oct 08, 2026
NOTTINGHAM ADVISORS, INC. History No change 130,560 16,266 1.94% 1.94% 203 0 0.0% Q2 2026 Jul 27, 2026
Revolve Wealth Partners, LLC History No change 130,028 16,222 1.68% 1.68% 204 0 0.0% Q2 2026 Jul 09, 2026
Pine Harbor Wealth Management, LLC History No change 129,826 16,197 4.34% 4.34% 205 0 0.0% Q2 2026 Aug 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 129,081 16,104 1.98% 1.98% 206 0 0.0% Q2 2026 Jul 20, 2026
Compound Planning, Inc. History No change 128,848 16,075 0.42% 0.42% 207 0 0.0% Q2 2026 Aug 04, 2026
Three Cord True Wealth Management, LLC History No change 128,141 15,986 7.61% 7.61% 208 0 0.0% Q2 2026 Jul 23, 2026
Platform Wealth Management, LLC History No change 127,675 15,928 5.83% 5.83% 209 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 125,315 15,634 0.74% 0.74% 210 0 0.0% Q2 2026 Jul 28, 2026
Trilogy Capital Inc. History No change 125,203 15,620 0.61% 0.61% 211 0 0.0% Q2 2026 Jul 02, 2026
Capital Analysts, LLC History No change 125,025 15,598 0.36% 0.36% 212 0 0.0% Q2 2026 Aug 05, 2026
Porter White Investment Advisors, Inc. History No change 124,935 15,586 6.0% 6.0% 213 0 0.0% Q2 2026 Jul 16, 2026
MFA WEALTH ADVISORS, LLC History Reduced 131,467 15,482 2.63% 2.83% 214 -1,585 -1.19% Q3 2026 Oct 07, 2026
L2 Asset Management, LLC History No change 123,740 15,437 1.6% 1.6% 215 0 0.0% Q2 2026 Aug 13, 2026
Lutz Financial Services LLC History No change 122,961 15,340 0.93% 0.93% 216 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 122,946 15,338 0.07% 0.07% 217 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 122,855 15,327 0.08% 0.08% 218 0 0.0% Q2 2026 Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 129,664 15,270 3.15% 3.3% 219 +445 0.34% Q3 2026 Oct 05, 2026
Midwest Financial Group LLC History No change 122,270 15,254 5.35% 5.35% 220 0 0.0% Q2 2026 Jul 21, 2026
O'Connor Financial Group LLC History No change 121,866 15,204 5.38% 5.38% 221 0 0.0% Q2 2026 Jul 17, 2026
Bragg Financial Advisors, Inc History No change 121,517 15,160 0.41% 0.41% 222 0 0.0% Q2 2026 Aug 12, 2026
Argent Advisors, Inc. History No change 121,361 15,140 3.79% 3.79% 223 0 0.0% Q2 2026 Aug 05, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 120,915 15,085 1.46% 1.46% 224 0 0.0% Q2 2026 Jul 22, 2026
Atlanta Consulting Group Advisors, LLC History No change 120,060 14,978 2.37% 2.37% 225 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 119,280 14,881 0.99% 0.99% 226 0 0.0% Q2 2026 Aug 05, 2026
Insight Wealth Strategies, LLC History Reduced 126,132 14,854 1.47% 1.53% 227 -157 -0.12% Q3 2026 Oct 09, 2026
EARNED WEALTH ADVISORS, LLC History No change 118,831 14,825 0.96% 0.96% 228 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 118,182 14,744 0.24% 0.24% 229 0 0.0% Q2 2026 Jul 31, 2026
MONECO ADVISORS, LLC History No change 117,977 14,718 0.9% 0.9% 230 0 0.0% Q2 2026 Aug 11, 2026
WESPAC Advisors SoCal, LLC History Added to 124,533 14,666 2.65% 2.69% 231 +3,515 2.9% Q3 2026 Oct 13, 2026
Burk Holdings LLC History No change 117,087 14,607 5.4% 5.4% 232 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 116,734 14,563 0.88% 0.88% 233 0 0.0% Q2 2026 Aug 07, 2026
Greater Midwest Financial Group, LLC History Added to 122,560 14,433 6.78% 7.51% 234 +1,824 1.51% Q3 2026 Oct 13, 2026
Gateway Wealth Partners, LLC History No change 115,160 14,367 0.86% 0.86% 235 0 0.0% Q2 2026 Aug 04, 2026
Financial Futures Ltd Liability Co. History Added to 121,470 14,305 5.3% 5.62% 236 +3,101 2.62% Q3 2026 Oct 13, 2026
Private Wealth Management Group, LLC History No change 114,158 14,242 3.3% 3.3% 237 0 0.0% Q2 2026 Jul 27, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 113,902 14,210 7.1% 7.1% 238 0 0.0% Q2 2026 Aug 12, 2026
MJP ASSOCIATES INC /ADV History No change 113,757 14,192 1.55% 1.55% 239 0 0.0% Q2 2026 Aug 11, 2026
Ullmann Wealth Partners Group, LLC History No change 113,317 14,137 1.28% 1.28% 240 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History Reduced 117,901 14,045 0.18% 0.25% 241 -27,240 -18.77% Q3 2026 Oct 08, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 112,496 14,035 3.47% 3.47% 242 0 0.0% Q2 2026 Jul 21, 2026
COMMERCE BANK History No change 112,347 14,016 0.06% 0.06% 243 0 0.0% Q2 2026 Aug 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 110,571 13,795 0.16% 0.16% 244 0 0.0% Q2 2026 Aug 14, 2026
Waterfront Wealth Inc. History No change 111,127 13,763 2.13% 2.13% 245 0 0.0% Q2 2026 Jul 30, 2026
Legacy Edge Advisors, LLC History No change 110,273 13,757 1.26% 1.26% 246 0 0.0% Q2 2026 Aug 11, 2026
VISIONARY HORIZONS, LLC History No change 110,092 13,735 5.74% 5.74% 247 0 0.0% Q2 2026 Jul 16, 2026
Alliance Wealth Advisors, LLC History No change 109,482 13,659 4.44% 4.44% 248 0 0.0% Q2 2026 Jul 09, 2026
FAMILY WEALTH PARTNERS, LLC History No change 109,213 13,625 4.18% 4.18% 249 0 0.0% Q2 2026 Jul 10, 2026
REGIMEN WEALTH, LLC History No change 109,114 13,613 3.67% 3.67% 250 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 108,656 13,555 0.26% 0.26% 251 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 107,612 13,425 0.53% 0.53% 252 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 107,389 13,397 0.09% 0.09% 253 0 0.0% Q2 2026 Aug 10, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 113,601 13,378 2.49% 2.68% 254 +233 0.21% Q3 2026 Oct 13, 2026
Greenwich Wealth Management LLC History No change 107,107 13,363 0.49% 0.49% 255 0 0.0% Q2 2026 Aug 12, 2026
Cauble & Harre Wealth Management, Inc. History No change 107,080 13,359 10.72% 10.72% 256 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 107,050 13,355 0.13% 0.13% 257 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 104,901 13,087 4.74% 4.74% 258 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History Reduced 110,722 13,039 0.34% 0.39% 259 -521 -0.47% Q3 2026 Oct 07, 2026
Advisory Services Network, LLC History No change 104,035 12,979 0.15% 0.15% 260 0 0.0% Q2 2026 Aug 12, 2026
Shotwell Rutter Baer Inc History No change 103,556 12,919 7.09% 7.09% 261 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 103,520 12,915 0.25% 0.25% 262 0 0.0% Q2 2026 Aug 07, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 103,370 12,896 3.14% 3.14% 263 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History Added to 109,008 12,837 3.02% 3.16% 264 +2,630 2.47% Q3 2026 Oct 13, 2026
CENTAURUS FINANCIAL, INC. History No change 100,652 12,557 0.49% 0.49% 265 0 0.0% Q2 2026 Aug 17, 2026
Nvest Wealth Strategies, Inc. History No change 100,202 12,501 7.81% 7.81% 266 0 0.0% Q2 2026 Jul 10, 2026
Wealthfront Advisers LLC History No change 100,036 12,480 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 99,752 12,445 0.23% 0.23% 268 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 98,398 12,276 0.0% 0.0% 269 0 0.0% Q2 2026 Sep 02, 2026
Orion Porfolio Solutions, LLC History No change 96,689 12,062 0.09% 0.09% 270 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Solutions Inc. History No change 96,685 12,062 4.57% 4.57% 271 0 0.0% Q2 2026 Jul 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 96,555 12,046 2.3% 2.3% 272 0 0.0% Q2 2026 Aug 07, 2026
Austin Asset Management Co Inc History No change 96,183 11,999 1.67% 1.67% 273 0 0.0% Q2 2026 Jul 31, 2026
Intelligence Driven Advisers, LLC History Added to 101,145 11,911 2.06% 2.04% 274 +395 0.39% Q3 2026 Oct 09, 2026
Wedmont Private Capital History Added to 98,800 11,868 0.28% 0.33% 275 +2,714 2.82% Q3 2026 Oct 09, 2026
FOSTER & MOTLEY INC History No change 94,547 11,796 0.54% 0.54% 276 0 0.0% Q2 2026 Aug 07, 2026
Beta Wealth Group, Inc. History No change 94,529 11,793 4.42% 4.42% 277 0 0.0% Q2 2026 Jul 24, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 93,982 11,725 0.29% 0.29% 278 0 0.0% Q2 2026 Jul 31, 2026
Objectivity Squared, LLC History No change 93,956 11,721 6.6% 6.6% 279 0 0.0% Q2 2026 Aug 07, 2026
Dogwood Wealth Management LLC History No change 93,148 11,621 4.59% 4.59% 280 0 0.0% Q2 2026 Jul 06, 2026
SAXON INTERESTS, INC. History No change 91,806 11,453 3.16% 3.16% 281 0 0.0% Q2 2026 Aug 12, 2026
Collaborative Wealth Managment Inc. History No change 91,438 11,407 4.78% 4.78% 282 0 0.0% Q2 2026 Aug 05, 2026
BSW Wealth Partners History No change 90,770 11,324 1.26% 1.26% 283 0 0.0% Q2 2026 Jul 15, 2026
Pacific Life Fund Advisors LLC History No change 90,333 11,269 1.24% 1.24% 284 0 0.0% Q2 2026 Aug 04, 2026
Concord Wealth Partners History No change 90,194 11,252 1.29% 1.29% 285 0 0.0% Q2 2026 Jul 27, 2026
Cerro Pacific Wealth Advisors LLC History No change 90,060 11,235 2.54% 2.54% 286 0 0.0% Q2 2026 Jul 15, 2026
Bridgewealth Advisory Group, LLC History No change 89,988 11,226 2.12% 2.12% 287 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 89,950 11,222 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 05, 2026
USAdvisors Wealth Management, LLC History No change 89,810 11,204 3.21% 3.21% 289 0 0.0% Q2 2026 Jul 29, 2026
SkyOak Wealth, LLC History No change 89,676 11,187 1.83% 1.83% 290 0 0.0% Q2 2026 Jul 30, 2026
Mutual Advisors, LLC History No change 89,194 11,127 0.21% 0.21% 291 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 88,970 11,099 0.61% 0.61% 292 0 0.0% Q2 2026 Aug 11, 2026
SPWM Advisors LLC History No change 88,407 11,081 10.24% 10.24% 293 0 0.0% Q2 2026 Jul 24, 2026
CAHILL FINANCIAL ADVISORS INC History No change 88,790 11,077 1.06% 1.06% 294 0 0.0% Q2 2026 Aug 11, 2026
Ferguson Johnson Wealth Management Inc History No change 88,162 10,999 8.02% 8.02% 295 0 0.0% Q2 2026 Jul 31, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 87,799 10,953 3.91% 3.91% 296 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 87,642 10,933 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 87,426 10,907 0.04% 0.04% 298 0 0.0% Q2 2026 Aug 11, 2026
Concord Asset Management, LLC/VA History No change 86,904 10,842 1.68% 1.68% 299 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 86,680 10,814 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 17, 2026
Kestra Investment Management, LLC History No change 85,683 10,689 0.21% 0.21% 301 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 85,324 10,645 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 13, 2026
Integrity Wealth Solutions LLC History No change 85,116 10,619 3.92% 3.92% 303 0 0.0% Q2 2026 Jul 30, 2026
Strategic Blueprint, LLC History No change 84,859 10,587 0.53% 0.53% 304 0 0.0% Q2 2026 Jul 23, 2026
Towneley Capital Management, Inc / DE History Added to 89,711 10,565 2.09% 2.19% 305 +156 0.17% Q3 2026 Oct 09, 2026
Arcadia Wealth Management, Inc. History No change 83,881 10,465 4.99% 4.99% 306 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Planning, Inc. History Added to 88,253 10,393 2.31% 2.38% 307 +5,078 6.11% Q3 2026 Oct 08, 2026
Trace Wealth Advisors, LLC History No change 82,839 10,335 6.76% 6.76% 308 0 0.0% Q2 2026 Jul 28, 2026
KPP Advisory Services LLC History No change 82,540 10,297 1.3% 1.3% 309 0 0.0% Q2 2026 Jul 24, 2026
HUB Investment Partners, LLC History No change 81,680 10,190 0.18% 0.18% 310 0 0.0% Q2 2026 Jul 31, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 81,666 10,188 4.71% 4.71% 311 0 0.0% Q2 2026 Aug 13, 2026
Liberty Capital Management, Inc. History No change 79,918 9,970 1.71% 1.71% 312 0 0.0% Q2 2026 Jul 17, 2026
HRT FINANCIAL LP History No change 79,581 9,928 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 14, 2026
IAM Advisory, LLC History No change 79,536 9,922 1.93% 1.93% 314 0 0.0% Q2 2026 Jul 14, 2026
Widmann Financial Services, Inc. History No change 79,100 9,868 5.29% 5.29% 315 0 0.0% Q2 2026 Aug 14, 2026
Oak Wealth Advisors LLC History No change 78,939 9,848 4.72% 4.72% 316 0 0.0% Q2 2026 Jul 22, 2026
Cloud Capital Management, LLC History No change 78,710 9,818 3.58% 3.58% 317 0 0.0% Q2 2026 Aug 13, 2026
Wilkerson Advisory Group LLC History No change 78,571 9,802 3.01% 3.01% 318 0 0.0% Q2 2026 Jul 21, 2026
Navalign, LLC History No change 78,452 9,787 2.28% 2.28% 319 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 78,388 9,779 0.54% 0.54% 320 0 0.0% Q2 2026 Aug 11, 2026
Planned Solutions, Inc. History No change 78,054 9,738 2.79% 2.79% 321 0 0.0% Q2 2026 Jul 13, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 77,482 9,666 3.99% 3.99% 322 0 0.0% Q2 2026 Jul 16, 2026
JP Wealth Management, Inc. History Reduced 82,062 9,664 6.12% 6.45% 323 -60 -0.07% Q3 2026 Oct 07, 2026
Perigon Wealth Management, LLC History No change 77,369 9,652 0.15% 0.15% 324 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 76,915 9,595 0.24% 0.24% 325 0 0.0% Q2 2026 Aug 07, 2026
Global Strategic Investment Solutions, LLC History No change 76,699 9,568 0.85% 0.85% 326 0 0.0% Q2 2026 Aug 07, 2026
NCM Capital Management, LLC History No change 75,403 9,407 2.9% 2.9% 327 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Levi Garrett History No change 75,406 9,407 5.11% 5.11% 328 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 74,913 9,346 2.16% 2.16% 329 0 0.0% Q2 2026 Jul 17, 2026
ELEVATE WEALTH ADVISORY, INC History No change 74,255 9,264 5.29% 5.29% 330 0 0.0% Q2 2026 Aug 14, 2026
Yardley Wealth Management LLC History No change 73,057 9,114 4.14% 4.14% 331 0 0.0% Q2 2026 Jul 16, 2026
Diversified Portfolios, Inc. History No change 72,592 9,056 0.66% 0.66% 332 0 0.0% Q2 2026 Aug 04, 2026
Cascade Financial Partners, LLC History No change 72,006 8,983 0.78% 0.78% 333 0 0.0% Q2 2026 Aug 04, 2026
Tortoise Investment Management, LLC History No change 71,494 8,919 0.66% 0.66% 334 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 71,391 8,906 0.25% 0.25% 335 0 0.0% Q2 2026 Aug 10, 2026
Quadcap Wealth Management, LLC History No change 70,785 8,831 0.86% 0.86% 336 0 0.0% Q2 2026 Jul 31, 2026
Midwest Heritage Bank, FSB History No change 70,755 8,827 2.5% 2.5% 337 0 0.0% Q2 2026 Jul 28, 2026
Torren Management, LLC History No change 70,658 8,815 4.48% 4.48% 338 0 0.0% Q2 2026 Jul 10, 2026
Western Wealth Management, LLC History No change 70,359 8,778 0.29% 0.29% 339 0 0.0% Q2 2026 Aug 14, 2026
Tillman Hartley LLC History No change 70,105 8,746 1.96% 1.96% 340 0 0.0% Q2 2026 Aug 06, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 69,876 8,717 1.25% 1.25% 341 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 69,678 8,693 1.72% 1.72% 342 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 69,236 8,637 0.05% 0.05% 343 0 0.0% Q2 2026 Aug 11, 2026
Echo Wealth Management, LLC History No change 68,858 8,590 4.38% 4.38% 344 0 0.0% Q2 2026 Jul 24, 2026
DWM Financial Group, Inc. History No change 84,081 8,574 7.64% 7.64% 345 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 69,097 8,568 0.27% 0.27% 346 0 0.0% Q2 2026 Aug 11, 2026
FIDELITY D & D BANCORP INC History No change 68,542 8,551 2.93% 2.93% 347 0 0.0% Q2 2026 Aug 05, 2026
Golden Bell Financial Planning LLC History No change 68,260 8,516 6.26% 6.26% 348 0 0.0% Q2 2026 Jul 31, 2026
Argent Trust Co History No change 68,170 8,504 0.25% 0.25% 349 0 0.0% Q2 2026 Aug 06, 2026
WorthPointe, LLC History No change 68,100 8,496 2.13% 2.13% 350 0 0.0% Q2 2026 Jul 31, 2026
Stokes Family Office, LLC History No change 68,093 8,495 0.99% 0.99% 351 0 0.0% Q2 2026 Aug 11, 2026
Frontier Asset Management, LLC History No change 67,948 8,477 1.52% 1.52% 352 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 67,429 8,412 0.28% 0.28% 353 0 0.0% Q2 2026 Aug 10, 2026
Provident Wealth Management, LLC History No change 67,209 8,384 2.16% 2.16% 354 0 0.0% Q2 2026 Aug 04, 2026
BridgePort Financial Solutions, LLC History No change 66,873 8,343 2.12% 2.12% 355 0 0.0% Q2 2026 Jul 24, 2026
Plum Street Advisors, LLC History No change 66,121 8,249 2.63% 2.63% 356 0 0.0% Q2 2026 Aug 13, 2026
White Pine Investment CO History No change 66,063 8,242 1.76% 1.76% 357 0 0.0% Q2 2026 Jul 20, 2026
Carr Financial Group Corp History No change 65,180 8,131 1.87% 1.87% 358 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 64,628 8,062 0.03% 0.03% 359 0 0.0% Q2 2026 Aug 10, 2026
BlueStem Wealth Partners, LLC History No change 64,427 8,037 0.8% 0.8% 360 0 0.0% Q2 2026 Aug 11, 2026
Vawter Financial, Ltd. History No change 64,214 8,011 3.02% 3.02% 361 0 0.0% Q2 2026 Jul 24, 2026
Pearl Planning LLC History Added to 67,672 7,969 3.31% 3.83% 362 +967 1.45% Q3 2026 Oct 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 62,845 7,840 0.12% 0.12% 363 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 62,633 7,814 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 07, 2026
Bull Oak Capital, LLC History No change 62,014 7,736 2.58% 2.58% 365 0 0.0% Q2 2026 Aug 10, 2026
Sterneck Capital Management, LLC History No change 61,958 7,729 3.31% 3.31% 366 0 0.0% Q2 2026 Jul 30, 2026
ATLas Financial Planning LLC History No change 61,958 7,729 6.27% 6.27% 367 0 0.0% Q2 2026 Jul 22, 2026
EnRich Financial Partners LLC History No change 61,876 7,719 1.83% 1.83% 368 0 0.0% Q2 2026 Jul 27, 2026
Relyea Zuckerberg Hanson LLC History No change 61,542 7,677 0.64% 0.64% 369 0 0.0% Q2 2026 Jul 16, 2026
ERn Financial, LLC History No change 61,310 7,649 1.27% 1.27% 370 0 0.0% Q2 2026 Jul 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 60,837 7,590 0.45% 0.45% 371 0 0.0% Q2 2026 Aug 10, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 60,498 7,547 5.59% 5.59% 372 0 0.0% Q2 2026 Jul 30, 2026
Navigoe, LLC History No change 60,499 7,547 3.95% 3.95% 373 0 0.0% Q2 2026 Jul 31, 2026
Platt Wealth Management LLC History No change 59,705 7,448 5.99% 5.99% 374 0 0.0% Q2 2026 Jul 31, 2026
Wright Wealth LLC History No change 59,505 7,423 4.46% 4.46% 375 0 0.0% Q2 2026 Jul 29, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 57,962 7,231 4.06% 4.06% 376 0 0.0% Q2 2026 Jul 23, 2026
Proactive Wealth Strategies LLC History No change 57,654 7,194 1.15% 1.15% 377 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management, LLC History No change 57,399 7,161 3.32% 3.32% 378 0 0.0% Q2 2026 Jul 23, 2026
PCG Wealth Advisors, LLC History No change 57,318 7,151 1.6% 1.6% 379 0 0.0% Q2 2026 Aug 03, 2026
Sensenig Capital Advisors, Inc History No change 57,324 7,151 6.55% 6.55% 380 0 0.0% Q2 2026 Jul 17, 2026
Northland Capital Management LLC History No change 57,266 7,144 3.85% 3.85% 381 0 0.0% Q2 2026 Jul 21, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 57,154 7,130 4.03% 4.03% 382 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 56,925 7,101 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 56,923 7,101 0.77% 0.77% 384 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 56,660 7,068 0.01% 0.01% 385 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK SIOUX FALLS History Reduced 59,899 7,054 2.15% 2.44% 386 -17,100 -22.21% Q3 2026 Oct 13, 2026
LARCH CAPITAL PARTNERS LLC History No change 56,400 7,036 1.01% 1.01% 387 0 0.0% Q2 2026 Aug 17, 2026
Copper Harbor Investment Advisors, LLC History No change 56,340 7,029 1.49% 1.49% 388 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 56,271 7,020 0.92% 0.92% 389 0 0.0% Q2 2026 Jul 27, 2026
Kooman & Associates History No change 56,122 7,001 1.88% 1.88% 390 0 0.0% Q2 2026 Jul 22, 2026
DeLarme Wealth Management, Inc. History No change 55,522 6,926 4.02% 4.02% 391 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 55,490 6,922 0.07% 0.07% 392 0 0.0% Q2 2026 Aug 03, 2026
Freestate Advisors LLC History Reduced 58,702 6,913 5.32% 5.83% 393 -3,913 -6.25% Q3 2026 Oct 09, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 55,342 6,904 2.05% 2.05% 394 0 0.0% Q2 2026 Jul 31, 2026
Cooper Financial Group History Added to 58,534 6,893 0.55% 0.59% 395 +1,870 3.3% Q3 2026 Oct 07, 2026
Team Financial Group, LLC History No change 54,868 6,845 2.91% 2.91% 396 0 0.0% Q2 2026 Jul 10, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 54,775 6,833 0.54% 0.54% 397 0 0.0% Q2 2026 Aug 06, 2026
Trailhead Planners LLC History No change 54,765 6,832 6.61% 6.61% 398 0 0.0% Q2 2026 Aug 06, 2026
AllGen Financial Advisors, Inc. History No change 54,610 6,813 1.49% 1.49% 399 0 0.0% Q2 2026 Jul 22, 2026
CoreFirst Bank & Trust History No change 54,198 6,761 3.36% 3.36% 400 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History No change 53,906 6,725 0.61% 0.61% 401 0 0.0% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History No change 53,728 6,703 0.73% 0.73% 402 0 0.0% Q2 2026 Aug 06, 2026
Verde Capital Management History No change 53,246 6,643 1.23% 1.23% 403 0 0.0% Q2 2026 Aug 11, 2026
Brookstone Capital Management History No change 52,882 6,597 0.07% 0.07% 404 0 0.0% Q2 2026 Jul 15, 2026
Bravera Wealth History No change 52,660 6,569 2.52% 2.52% 405 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 52,364 6,532 0.15% 0.15% 406 0 0.0% Q2 2026 Aug 12, 2026
Seed Wealth Management, Inc. History No change 52,085 6,498 4.11% 4.11% 407 0 0.0% Q2 2026 Jul 27, 2026
Orion Capital Management LLC History No change 51,585 6,435 1.99% 1.99% 408 0 0.0% Q2 2026 Aug 17, 2026
Bison Wealth, LLC History Added to 52,514 6,298 0.53% 0.45% 409 +13,270 33.81% Q3 2026 Oct 13, 2026
Sylvest Advisors, LLC History No change 50,151 6,256 2.82% 2.82% 410 0 0.0% Q2 2026 Jul 22, 2026
LexAurum Advisors, LLC History No change 50,017 6,240 0.72% 0.72% 411 0 0.0% Q2 2026 Jul 15, 2026
Pacific Asset Management, LLC History No change 49,831 6,216 3.05% 3.05% 412 0 0.0% Q2 2026 Jul 27, 2026
Financial Plan, Inc. History No change 48,709 6,076 0.58% 0.58% 413 0 0.0% Q2 2026 Aug 14, 2026
Bauman Advisory Group, LLC History No change 48,501 6,051 3.2% 3.2% 414 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 47,920 5,978 0.23% 0.23% 415 0 0.0% Q2 2026 Jul 20, 2026
Andrews Advisory Associates, LLC History No change 47,822 5,966 2.87% 2.87% 416 0 0.0% Q2 2026 Jul 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 47,809 5,964 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 47,706 5,951 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 47,692 5,950 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 47,481 5,923 0.02% 0.02% 420 0 0.0% Q2 2026 Jul 28, 2026
Kane Co Wealth Management, Inc. History No change 47,436 5,918 4.49% 4.49% 421 0 0.0% Q2 2026 Jul 28, 2026
Lantern Wealth Advisors, LLC History No change 47,327 5,904 2.7% 2.7% 422 0 0.0% Q2 2026 Jul 28, 2026
Telos Capital Management, Inc. History No change 46,767 5,834 0.51% 0.51% 423 0 0.0% Q2 2026 Jul 22, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 46,582 5,811 0.71% 0.71% 424 0 0.0% Q2 2026 Jul 27, 2026
Brady Martz Wealth Solutions, LLC History No change 46,211 5,765 0.87% 0.87% 425 0 0.0% Q2 2026 Jul 23, 2026
Bank of New Hampshire History Added to 48,949 5,764 1.24% 1.17% 426 +3,896 8.65% Q3 2026 Oct 06, 2026
Aspire Capital Advisors LLC History No change 45,096 5,626 1.1% 1.1% 427 0 0.0% Q2 2026 Aug 05, 2026
Code Waechter LLC History No change 44,804 5,589 2.89% 2.89% 428 0 0.0% Q2 2026 Jul 31, 2026
Friday Financial History Added to 46,854 5,580 1.1% 1.2% 429 +10,492 28.85% Q3 2026 Oct 09, 2026
Larson Financial Group LLC History No change 44,142 5,507 0.14% 0.14% 430 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 43,980 5,486 0.17% 0.17% 431 0 0.0% Q2 2026 Jul 27, 2026
Stone Summit Wealth LLC History No change 43,877 5,474 1.39% 1.39% 432 0 0.0% Q2 2026 Jul 23, 2026
ForthRight Wealth Management, LLC History No change 42,827 5,343 1.37% 1.37% 433 0 0.0% Q2 2026 Aug 07, 2026
First Nebraska Trust Co History No change 42,827 5,343 0.43% 0.43% 434 0 0.0% Q2 2026 Aug 12, 2026
Equita Financial Network, Inc. History No change 42,731 5,331 1.48% 1.48% 435 0 0.0% Q2 2026 Jul 29, 2026
Clifford Group, LLC History No change 42,687 5,325 3.68% 3.68% 436 0 0.0% Q2 2026 Aug 14, 2026
Mayfair Advisory Group, LLC History No change 42,274 5,296 1.6% 1.6% 437 0 0.0% Q2 2026 Aug 11, 2026
Rubicon Advisors, GP History No change 42,042 5,245 3.82% 3.82% 438 0 0.0% Q2 2026 Jul 29, 2026
McCartney Wealth Management LLC History No change 41,841 5,220 3.96% 3.96% 439 0 0.0% Q2 2026 Aug 03, 2026
Aprio Wealth Management, LLC History No change 41,572 5,186 0.26% 0.26% 440 0 0.0% Q2 2026 Jul 24, 2026
Cherry Tree Wealth Management, LLC History No change 41,430 5,168 0.97% 0.97% 441 0 0.0% Q2 2026 Sep 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 41,272 5,149 0.03% 0.03% 442 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 46,252 5,132 0.08% 0.08% 443 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 40,913 5,104 0.34% 0.34% 444 0 0.0% Q2 2026 Aug 05, 2026
SC&H Financial Advisors, Inc. History No change 40,882 5,100 0.68% 0.68% 445 0 0.0% Q2 2026 Aug 04, 2026
Davidson Kahn Capital Management, LLC History No change 40,780 5,096 2.19% 2.19% 446 0 0.0% Q2 2026 Jul 14, 2026
MOR Wealth Management, LLC History No change 40,523 5,055 2.01% 2.01% 447 0 0.0% Q2 2026 Aug 06, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 40,501 5,052 4.13% 4.13% 448 0 0.0% Q2 2026 Aug 05, 2026
Carter Financial Group, INC. History No change 40,465 5,048 2.62% 2.62% 449 0 0.0% Q2 2026 Jul 30, 2026
Intrua Financial, LLC History No change 40,370 5,036 0.46% 0.46% 450 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 40,284 5,025 0.06% 0.06% 451 0 0.0% Q2 2026 Aug 12, 2026
UPTICK PARTNERS, LLC History No change 39,737 4,957 0.77% 0.77% 452 0 0.0% Q2 2026 Aug 10, 2026
NKCFO LLC History No change 39,450 4,922 1.49% 1.49% 453 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 39,354 4,909 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 13, 2026
CURIO WEALTH, LLC History No change 39,290 4,901 1.52% 1.52% 455 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 39,147 4,884 0.08% 0.08% 456 0 0.0% Q2 2026 Jul 21, 2026
Ballast Financial Advisors LLC History No change 39,110 4,879 4.42% 4.42% 457 0 0.0% Q2 2026 Aug 13, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 38,944 4,858 2.39% 2.39% 458 0 0.0% Q2 2026 Jul 21, 2026
Lauterbach Financial Advisors, LLC History No change 38,696 4,827 2.08% 2.08% 459 0 0.0% Q2 2026 Jul 27, 2026
Hoxton Planning & Management, LLC History No change 38,272 4,774 1.25% 1.25% 460 0 0.0% Q2 2026 Jul 16, 2026
PFC CAPITAL GROUP, INC. History No change 38,129 4,756 1.83% 1.83% 461 0 0.0% Q2 2026 Aug 05, 2026
Premier Path Wealth Partners, LLC History No change 38,041 4,745 0.55% 0.55% 462 0 0.0% Q2 2026 Jul 21, 2026
IMA Advisory Services, Inc. History No change 37,981 4,738 0.3% 0.3% 463 0 0.0% Q2 2026 Aug 10, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 37,976 4,737 0.27% 0.27% 464 0 0.0% Q2 2026 Aug 13, 2026
Arbor Wealth Advisors LLC History Added to 40,169 4,730 2.95% 2.76% 465 +4,035 11.17% Q3 2026 Oct 09, 2026
FIFTH THIRD SECURITIES, INC. History No change 37,884 4,726 0.27% 0.27% 466 0 0.0% Q2 2026 Jul 15, 2026
BFI Wealth Solutions, LLC History No change 37,644 4,696 3.48% 3.48% 467 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 37,484 4,676 0.06% 0.06% 468 0 0.0% Q2 2026 Aug 12, 2026
COZAD ASSET MANAGEMENT INC History No change 37,158 4,635 0.3% 0.3% 469 0 0.0% Q2 2026 Aug 14, 2026
Evanson Financial, LLC History No change 36,859 4,598 0.22% 0.22% 470 0 0.0% Q2 2026 Jul 07, 2026
Parkwoods Wealth Partners, LLC History No change 36,609 4,567 0.73% 0.73% 471 0 0.0% Q2 2026 Jul 27, 2026
Main Street Financial Solutions, LLC History No change 36,508 4,554 0.29% 0.29% 472 0 0.0% Q2 2026 Aug 07, 2026
IF Advisors, LLC History No change 36,284 4,526 2.98% 2.98% 473 0 0.0% Q2 2026 Aug 13, 2026
Avant Financial Advisors LLC History No change 35,819 4,468 2.78% 2.78% 474 0 0.0% Q2 2026 Jul 09, 2026
Cadent Capital Advisors, LLC History New 37,680 4,437 0.95% — 475 +37,680 New Q3 2026 Oct 09, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 35,537 4,433 1.61% 1.61% 476 0 0.0% Q2 2026 Jul 14, 2026
SAX WEALTH ADVISORS, LLC History Reduced 37,469 4,412 0.13% 0.2% 477 -6,197 -14.19% Q3 2026 Oct 13, 2026
IHT Wealth Management, LLC History No change 35,297 4,403 0.09% 0.09% 478 0 0.0% Q2 2026 Aug 14, 2026
Generations Wealth, LLC History No change 34,778 4,338 4.12% 4.12% 479 0 0.0% Q2 2026 Aug 11, 2026
Onyx Bridge Wealth Group LLC History No change 34,284 4,277 0.38% 0.38% 480 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Advisory, LLC History No change 34,018 4,244 0.35% 0.35% 481 0 0.0% Q2 2026 Jul 29, 2026
LAM GROUP, INC. History No change 33,855 4,223 2.1% 2.1% 482 0 0.0% Q2 2026 Jul 10, 2026
Global Retirement Partners, LLC History No change 33,826 4,220 0.06% 0.06% 483 0 0.0% Q2 2026 Aug 06, 2026
ProVise Management Group, LLC History No change 33,721 4,207 0.28% 0.28% 484 0 0.0% Q2 2026 Aug 03, 2026
Steelhead Wealth Management LLC History No change 33,500 4,179 1.68% 1.68% 485 0 0.0% Q2 2026 Aug 13, 2026
Passive Capital Management, LLC. History No change 40,711 4,151 1.3% 1.3% 486 0 0.0% Q2 2026 Aug 10, 2026
Sculati Wealth Management, LLC History No change 33,058 4,143 1.38% 1.38% 487 0 0.0% Q2 2026 Jul 21, 2026
McLean Asset Management Corp History No change 33,024 4,137 0.55% 0.55% 488 0 0.0% Q2 2026 Aug 12, 2026
SENTINEL PENSION ADVISORS, LLC History No change 32,498 4,073 0.53% 0.53% 489 0 0.0% Q2 2026 Jul 23, 2026
Troutman Wealth Management, LLC History No change 32,574 4,063 3.13% 3.13% 490 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 32,452 4,048 2.42% 2.42% 491 0 0.0% Q2 2026 Aug 05, 2026
DBK Financial Counsel, LLC History Reduced 34,113 4,017 3.23% 3.63% 492 -543 -1.57% Q3 2026 Oct 13, 2026
Hudson Oak Wealth Advisory LLC History No change 32,134 4,009 3.09% 3.09% 493 0 0.0% Q2 2026 Jul 21, 2026
Faithward Advisors, LLC History No change 31,878 3,977 0.49% 0.49% 494 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 31,795 3,966 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 12, 2026
Herold Advisors, Inc. History No change 31,860 3,962 0.78% 0.78% 496 0 0.0% Q2 2026 Jul 22, 2026
Fortis Capital Management LLC History No change 31,722 3,957 0.44% 0.44% 497 0 0.0% Q2 2026 Aug 12, 2026
Broadway Wealth Solutions, Inc. History No change 31,714 3,956 1.85% 1.85% 498 0 0.0% Q2 2026 Jul 13, 2026
Modera Wealth Management, LLC History No change 31,604 3,942 0.04% 0.04% 499 0 0.0% Q2 2026 Aug 03, 2026
Altar Rock LLC History No change 31,470 3,926 5.74% 5.74% 500 0 0.0% Q2 2026 Sep 21, 2026
CoreCap Advisors, LLC History Added to 33,207 3,910 0.11% 0.11% 501 +2,028 6.5% Q3 2026 Oct 08, 2026
Heritage Wealth Management, Inc. History No change 31,256 3,899 0.97% 0.97% 502 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 30,871 3,851 0.05% 0.05% 503 0 0.0% Q2 2026 Aug 18, 2026
JDH Wealth Management, LLC History No change 30,806 3,843 2.34% 2.34% 504 0 0.0% Q2 2026 Jul 22, 2026
True North Advisors, LLC History No change 30,570 3,813 0.36% 0.36% 505 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 30,550 3,811 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 13, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 32,238 3,796 0.61% 0.67% 507 -976 -2.94% Q3 2026 Oct 08, 2026
Holcombe Financial, Inc. History No change 30,396 3,792 2.14% 2.14% 508 0 0.0% Q2 2026 Jul 13, 2026
Apollon Financial, LLC History No change 30,217 3,769 0.44% 0.44% 509 0 0.0% Q2 2026 Jul 22, 2026
Fifth Third Wealth Advisors LLC History No change 30,185 3,765 0.11% 0.11% 510 0 0.0% Q2 2026 Jul 17, 2026
EJMK Ventures LLC History No change 30,131 3,759 1.71% 1.71% 511 0 0.0% Q2 2026 Aug 06, 2026
L.K. Benson & Company, P.C. History No change 29,926 3,733 1.13% 1.13% 512 0 0.0% Q2 2026 Jul 24, 2026
Austin Wealth Management, LLC History No change 29,743 3,728 0.79% 0.79% 513 0 0.0% Q2 2026 Jul 22, 2026
Emprise Bank History Reduced 31,353 3,692 1.41% 1.46% 514 -355 -1.12% Q3 2026 Oct 07, 2026
BANK OF NOVA SCOTIA History No change 29,490 3,679 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 12, 2026
CAP Partners, LLC History No change 29,317 3,657 1.79% 1.79% 516 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Advisor Solutions LLC History Added to 30,970 3,647 0.1% 0.11% 517 +62 0.2% Q3 2026 Oct 13, 2026
Paragon Advisors, LLC History No change 29,126 3,633 0.76% 0.76% 518 0 0.0% Q2 2026 Jul 29, 2026
Auxano Advisors, LLC History No change 28,898 3,605 0.68% 0.68% 519 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History No change 28,383 3,581 0.27% 0.27% 520 0 0.0% Q2 2026 Jul 29, 2026
Centennial Wealth Advisory LLC History No change 28,680 3,578 0.77% 0.77% 521 0 0.0% Q2 2026 Jul 13, 2026
New England Private Wealth Advisors LLC History No change 28,359 3,552 0.34% 0.34% 522 0 0.0% Q2 2026 Aug 04, 2026
Canvas Wealth Advisors, LLC History No change 27,854 3,475 0.48% 0.48% 523 0 0.0% Q2 2026 Jul 10, 2026
StoneX Group Inc. History No change 27,848 3,474 0.14% 0.14% 524 0 0.0% Q2 2026 Aug 12, 2026
XY Planning Network, Inc. History No change 27,600 3,443 0.43% 0.43% 525 0 0.0% Q2 2026 Jul 14, 2026
Haven Private, LLC History No change 27,292 3,404 1.29% 1.29% 526 0 0.0% Q2 2026 Jul 28, 2026
Clarus Group, Inc. History No change 27,192 3,392 1.15% 1.15% 527 0 0.0% Q2 2026 Jul 24, 2026
Heritage Wealth Management, Inc. /CA/ History No change 27,009 3,369 1.28% 1.28% 528 0 0.0% Q2 2026 Jul 22, 2026
FIRST MANHATTAN CO. LLC. History No change 26,855 3,350 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 14, 2026
Gibraltar Capital Management, Inc. History No change 26,790 3,342 0.51% 0.51% 530 0 0.0% Q2 2026 Jul 20, 2026
RDA Financial Network History No change 26,732 3,335 0.73% 0.73% 531 0 0.0% Q2 2026 Jul 06, 2026
Clearstead Advisors, LLC History No change 26,684 3,329 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 06, 2026
BOKF, NA History No change 26,527 3,309 0.05% 0.05% 533 0 0.0% Q2 2026 Aug 10, 2026
Leading Edge Financial Planning LLC History No change 26,447 3,299 0.59% 0.59% 534 0 0.0% Q2 2026 Aug 06, 2026
Etesian Wealth Advisors, Inc. History No change 26,417 3,295 0.97% 0.97% 535 0 0.0% Q2 2026 Jul 23, 2026
Milestone Asset Management Group, LLC History No change 26,367 3,289 1.66% 1.66% 536 0 0.0% Q2 2026 Jul 30, 2026
Alpha Financial Advisors, LLC History No change 26,212 3,270 0.86% 0.86% 537 0 0.0% Q2 2026 Aug 13, 2026
Level Financial Advisors History Reduced 27,452 3,233 0.71% 0.81% 538 -1,737 -5.95% Q3 2026 Oct 13, 2026
Tranquility Partners, LLC History No change 25,899 3,231 1.11% 1.11% 539 0 0.0% Q2 2026 Jul 23, 2026
JANE STREET GROUP, LLC History No change 25,800 3,218 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
Atala Financial Inc History No change 25,726 3,209 1.95% 1.95% 541 0 0.0% Q2 2026 Jul 23, 2026
Heron Bay Capital Management History No change 25,444 3,174 0.29% 0.29% 542 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 25,307 3,157 0.05% 0.05% 543 0 0.0% Q2 2026 Aug 10, 2026
Aerodigm Wealth, LLC History No change 25,242 3,149 1.06% 1.06% 544 0 0.0% Q2 2026 Aug 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 26,720 3,146 0.2% 0.05% 545 +21,117 376.89% Q3 2026 Oct 08, 2026
RFG Advisory, LLC History No change 25,214 3,145 0.05% 0.05% 546 0 0.0% Q2 2026 Jul 15, 2026
Meadow Creek Wealth Advisors LLC History No change 25,026 3,122 1.91% 1.91% 547 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 26,144 3,078 0.26% 0.29% 548 +1 0.0% Q3 2026 Oct 01, 2026
United Advisor Group, LLC History No change 24,607 3,069 0.32% 0.32% 549 0 0.0% Q2 2026 Jul 29, 2026
Sequent Asset Management, LLC History No change 24,324 3,034 1.28% 1.28% 550 0 0.0% Q2 2026 Jul 21, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 24,300 3,031 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 24,268 3,027 0.59% 0.59% 552 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 24,193 3,018 0.03% 0.03% 553 0 0.0% Q2 2026 Aug 11, 2026
Pasadena Private Wealth, LLC History No change 24,184 3,017 0.38% 0.38% 554 0 0.0% Q2 2026 Aug 10, 2026
Paragon Capital Management Ltd History Reduced 25,591 3,013 0.55% 0.6% 555 -12 -0.05% Q3 2026 Oct 09, 2026
FIDUCIARY ADVISORS, INC. History No change 24,132 3,010 2.03% 2.03% 556 0 0.0% Q2 2026 Jul 24, 2026
Asset One Wealth Management LLC History No change 23,792 2,966 0.31% 0.31% 557 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 23,571 2,940 0.24% 0.24% 558 0 0.0% Q2 2026 Aug 06, 2026
FMB WEALTH MANAGEMENT History No change 23,373 2,916 1.07% 1.07% 559 0 0.0% Q2 2026 Jul 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 23,206 2,895 0.22% 0.22% 560 0 0.0% Q2 2026 Aug 14, 2026
Stegent Equity Advisors, Inc. History Reduced 24,493 2,884 2.28% 2.59% 561 -4,468 -15.43% Q3 2026 Oct 09, 2026
Ausdal Financial Partners, Inc. History No change 22,655 2,826 0.11% 0.11% 562 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 22,578 2,808 0.13% 0.13% 563 0 0.0% Q2 2026 Jul 28, 2026
Ariadne Wealth Management, LP History No change 22,325 2,785 1.23% 1.23% 564 0 0.0% Q2 2026 Aug 13, 2026
Squire Investment Management Company, LLC History No change 22,285 2,780 0.67% 0.67% 565 0 0.0% Q2 2026 Jul 28, 2026
Kachkovsky & Fisher, Inc. History No change 22,266 2,777 2.67% 2.67% 566 0 0.0% Q2 2026 Sep 08, 2026
Clear Creek Financial Management, LLC History No change 22,106 2,757 0.18% 0.18% 567 0 0.0% Q2 2026 Jul 27, 2026
Refined Wealth Management History Added to 23,237 2,736 1.53% 1.65% 568 +1,298 5.92% Q3 2026 Oct 13, 2026
FIRST COMMUNITY TRUST NA History No change 23,216 2,734 0.91% 1.31% 569 0 0.0% Q3 2026 Oct 07, 2026
Centerpoint Advisory Group History No change 21,837 2,724 1.73% 1.73% 570 0 0.0% Q2 2026 Jul 29, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 22,667 2,699 1.83% 0.6% 571 +15,306 207.93% Q3 2026 Oct 09, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 22,907 2,697 0.53% 0.65% 572 -1,648 -6.71% Q3 2026 Oct 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,449 2,675 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 21,236 2,649 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 04, 2026
Abacus Planning Group, Inc. History No change 21,225 2,647 0.33% 0.33% 575 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History Added to 22,458 2,644 0.12% 0.1% 576 +6,073 37.06% Q3 2026 Oct 13, 2026
HBE Wealth Management, LLC History No change 21,037 2,624 1.88% 1.88% 577 0 0.0% Q2 2026 Jul 13, 2026
Focus Financial Network, Inc. History No change 20,709 2,583 0.08% 0.08% 578 0 0.0% Q2 2026 Jul 09, 2026
COGENT STRATEGIC WEALTH LLC History No change 20,690 2,581 2.46% 2.46% 579 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 20,271 2,528 0.16% 0.16% 580 0 0.0% Q2 2026 Jul 30, 2026
KINTRA WEALTH, LLC History No change 19,750 2,528 0.13% 0.13% 581 0 0.0% Q2 2026 Aug 14, 2026
55 North Private Wealth, LLC History No change 20,243 2,525 0.5% 0.5% 582 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 21,373 2,517 0.05% 0.03% 583 +6,635 45.02% Q3 2026 Oct 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 20,077 2,491 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Management, Inc. History No change 19,883 2,480 0.36% 0.36% 585 0 0.0% Q2 2026 Jul 16, 2026
FMR LLC History No change 19,788 2,468 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 20,807 2,450 0.64% 1.33% 587 -21,426 -50.73% Q3 2026 Oct 08, 2026
SEEDS INVESTOR LLC History No change 19,611 2,446 0.25% 0.25% 588 0 0.0% Q2 2026 Aug 12, 2026
Insight Wealth Partners, LLC History No change 19,384 2,418 0.32% 0.32% 589 0 0.0% Q2 2026 Aug 06, 2026
ORBA Wealth Advisors, L.L.C. History No change 19,385 2,418 2.07% 2.07% 590 0 0.0% Q2 2026 Jul 23, 2026
Fortitude Family Office, LLC History No change 19,357 2,414 0.47% 0.47% 591 0 0.0% Q2 2026 Jul 20, 2026
GUIDANCE CAPITAL, INC History No change 18,988 2,395 0.51% 0.51% 592 0 0.0% Q2 2026 Jul 20, 2026
MOTCO History No change 19,188 2,393 0.2% 0.2% 593 0 0.0% Q2 2026 Jul 31, 2026
Legacy Capital Wealth Partners, LLC History No change 19,118 2,385 0.46% 0.46% 594 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 19,106 2,383 0.09% 0.09% 595 0 0.0% Q2 2026 Jul 22, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 18,910 2,359 1.82% 1.82% 596 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Financial, llc History No change 18,908 2,344 0.37% 0.37% 597 0 0.0% Q2 2026 Jul 17, 2026
CRA Financial Services, LLC History No change 18,772 2,342 0.27% 0.27% 598 0 0.0% Q2 2026 Jul 24, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 18,680 2,330 0.26% 0.26% 599 0 0.0% Q2 2026 Jul 09, 2026
Joseph P. Lucia & Associates, LLC History No change 18,617 2,322 0.7% 0.7% 600 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 18,343 2,288 0.03% 0.03% 601 0 0.0% Q2 2026 Aug 10, 2026
Spartan Wealth Advisory Services LLC History No change 18,308 2,284 0.19% 0.19% 602 0 0.0% Q2 2026 Aug 05, 2026
Networth Advisors, LLC History No change 18,244 2,276 1.32% 1.32% 603 0 0.0% Q2 2026 Jul 22, 2026
Hardin Capital Partners, LLC History Added to 19,229 2,264 1.11% 1.07% 604 +803 4.36% Q3 2026 Oct 08, 2026
Cypress Point Wealth Management, LLC History No change 18,109 2,259 0.46% 0.46% 605 0 0.0% Q2 2026 Jul 17, 2026
Fisher Asset Management, LLC History No change 18,055 2,252 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 17,833 2,224 0.07% 0.07% 607 0 0.0% Q2 2026 Jul 31, 2026
Jacobi Capital Management LLC History No change 17,787 2,219 0.11% 0.11% 608 0 0.0% Q2 2026 Jul 31, 2026
Factor Wealth Management LTD History Added to 18,671 2,198 0.34% 0.33% 609 +1,233 7.07% Q3 2026 Oct 08, 2026
BEACON FINANCIAL GROUP History No change 17,489 2,181 0.2% 0.2% 610 0 0.0% Q2 2026 Jul 16, 2026
Maia Wealth LLC History No change 17,240 2,150 0.32% 0.32% 611 0 0.0% Q2 2026 Jul 28, 2026
Armbruster Capital Management, Inc. History No change 17,178 2,143 0.32% 0.32% 612 0 0.0% Q2 2026 Jul 16, 2026
Per Stirling Capital Management, LLC. History No change 17,151 2,139 0.2% 0.2% 613 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 17,148 2,139 0.14% 0.14% 614 0 0.0% Q2 2026 Jul 13, 2026
Independence Bank of Kentucky History No change 17,134 2,137 0.24% 0.24% 615 0 0.0% Q2 2026 Jul 13, 2026
NIXON PEABODY TRUST CO History No change 16,664 2,079 0.15% 0.15% 616 0 0.0% Q2 2026 Jul 27, 2026
SVB WEALTH LLC History No change 16,658 2,078 0.13% 0.13% 617 0 0.0% Q2 2026 Jul 17, 2026
Uniting Wealth Partners, LLC History No change 16,474 2,055 0.42% 0.42% 618 0 0.0% Q2 2026 Aug 06, 2026
Tower Wealth Partners, Inc. History No change 16,292 2,032 1.0% 1.0% 619 0 0.0% Q2 2026 Aug 12, 2026
Advisor Resource Council History No change 16,400 2,030 0.57% 0.57% 620 0 0.0% Q2 2026 Jul 28, 2026
Sachetta, LLC History No change 16,208 2,022 0.98% 0.98% 621 0 0.0% Q2 2026 Jul 15, 2026
Cyndeo Wealth Partners, LLC History No change 16,197 2,020 0.1% 0.1% 622 0 0.0% Q2 2026 Jul 21, 2026
MW ADVISORY, LLC History No change 15,793 1,970 0.79% 0.79% 623 0 0.0% Q2 2026 Aug 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 15,745 1,964 0.2% 0.2% 624 0 0.0% Q2 2026 Jul 13, 2026
First Citizens Asset Management, Inc. History No change 15,663 1,954 0.62% 0.62% 625 0 0.0% Q2 2026 Jul 17, 2026
CWA Asset Management Group, LLC History No change 15,638 1,951 0.06% 0.06% 626 0 0.0% Q2 2026 Jul 14, 2026
BENJAMIN EDWARDS INC History No change 15,625 1,949 0.02% 0.02% 627 0 0.0% Q2 2026 Jul 24, 2026
Approach Retirement Advisors, LLC History No change 15,534 1,938 1.41% 1.41% 628 0 0.0% Q2 2026 Jul 15, 2026
Goldstone Financial Group, LLC History No change 15,525 1,936 0.18% 0.18% 629 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History New 16,331 1,923 0.07% — 630 +16,331 New Q3 2026 Oct 13, 2026
TPG Advisors LLC History No change 15,357 1,915 1.05% 1.05% 631 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 15,258 1,903 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 11, 2026
Frankly Finances, LLC History No change 15,214 1,898 1.5% 1.5% 633 0 0.0% Q2 2026 Jul 15, 2026
Peak Planning Group, LLC History No change 15,149 1,890 0.43% 0.43% 634 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 14,944 1,864 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 13, 2026
Integris Wealth Management, LLC History No change 14,856 1,853 0.37% 0.37% 636 0 0.0% Q2 2026 Jul 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 45,388 1,851 0.09% 0.09% 637 0 0.0% Q2 2026 Aug 11, 2026
TrustWell Financial Advisors, LLC History No change 14,837 1,851 1.57% 1.57% 638 0 0.0% Q2 2026 Jul 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 14,823 1,849 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 14,705 1,834 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 14, 2026
Equity Wealth Partners, LLC History No change 14,668 1,829 0.66% 0.66% 641 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Management, LLC History No change 14,604 1,821 0.08% 0.08% 642 0 0.0% Q2 2026 Jul 22, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 14,500 1,809 0.44% 0.44% 643 0 0.0% Q2 2026 Aug 14, 2026
Flaharty Asset Management, LLC History No change 14,622 1,807 2.59% 2.59% 644 0 0.0% Q2 2026 Jul 08, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 15,179 1,787 1.69% 2.1% 645 -1,302 -7.9% Q3 2026 Oct 07, 2026
Stonebridge Financial Group, LLC / MO History No change 14,320 1,786 1.19% 1.19% 646 0 0.0% Q2 2026 Jul 24, 2026
BigSur Wealth Management LLC History Added to 15,108 1,779 0.42% 0.45% 647 +31 0.21% Q3 2026 Oct 13, 2026
ENTREWEALTH, LLC History No change 14,065 1,778 0.66% 0.66% 648 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 14,199 1,771 0.81% 0.81% 649 0 0.0% Q2 2026 Jul 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 14,145 1,764 0.12% 0.12% 650 0 0.0% Q2 2026 Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 14,100 1,759 0.07% 0.07% 651 0 0.0% Q2 2026 Jul 27, 2026
Wealth Enhancement Trust Services, Inc. History Added to 14,838 1,747 0.19% 0.11% 653 +7,190 94.01% Q3 2026 Oct 07, 2026
Almanack Investment Partners, LLC. History No change 14,010 1,747 0.22% 0.22% 652 0 0.0% Q2 2026 Jul 30, 2026
Transcendent Capital Group LLC History No change 13,892 1,733 0.67% 0.67% 654 0 0.0% Q2 2026 Aug 05, 2026
KWB Wealth History No change 13,888 1,732 0.15% 0.15% 655 0 0.0% Q2 2026 Jul 10, 2026
RVW Wealth, LLC History Reduced 14,438 1,700 0.11% 0.12% 656 -100 -0.69% Q3 2026 Oct 06, 2026
John A. Wolfe & Associates, Inc. History No change 13,549 1,690 2.33% 2.33% 657 0 0.0% Q2 2026 Jul 29, 2026
Lifetime Wealth Management P.C. History No change 13,405 1,672 0.98% 0.98% 658 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 13,395 1,671 0.13% 0.13% 659 0 0.0% Q2 2026 Jul 07, 2026
Seaside Wealth Management, Inc. History No change 13,334 1,663 0.41% 0.41% 660 0 0.0% Q2 2026 Aug 05, 2026
GEM Asset Management, LLC History Added to 14,015 1,650 0.66% 0.68% 661 +108 0.78% Q3 2026 Oct 13, 2026
Forum Financial Management, LP History No change 13,114 1,636 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 23, 2026
Kaufman Rossin Wealth, LLC History No change 13,277 1,635 0.77% 0.77% 663 0 0.0% Q2 2026 Jul 16, 2026
HBW ADVISORY SERVICES LLC History No change 13,077 1,631 0.15% 0.15% 664 0 0.0% Q2 2026 Jul 16, 2026
Claro Advisors Inc. History No change 13,053 1,628 0.17% 0.17% 665 0 0.0% Q2 2026 Jul 30, 2026
NorthRock Partners, LLC History No change 13,018 1,624 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 12,952 1,615 0.17% 0.17% 667 0 0.0% Q2 2026 Jul 28, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 12,916 1,611 0.12% 0.12% 668 0 0.0% Q2 2026 Jul 16, 2026
Meridian Wealth Management, LLC History No change 12,829 1,600 0.05% 0.05% 669 0 0.0% Q2 2026 Aug 05, 2026
CGC Financial Services, LLC History Added to 13,475 1,586 0.35% 0.36% 670 +565 4.38% Q3 2026 Oct 13, 2026
Gradient Capital Advisors, LLC History No change 12,667 1,580 0.37% 0.37% 671 0 0.0% Q2 2026 Jul 13, 2026
Tortuga Wealth Management, Inc History No change 12,631 1,575 1.19% 1.19% 672 0 0.0% Q2 2026 Jul 30, 2026
PFG Investments, LLC History No change 12,607 1,572 0.06% 0.06% 673 0 0.0% Q2 2026 Jul 23, 2026
WMS Group LLC History No change 12,274 1,531 1.97% 1.97% 674 0 0.0% Q2 2026 Jul 23, 2026
Value Investment Professionals, LLC History Added to 12,916 1,521 1.32% 1.35% 675 +1 0.01% Q3 2026 Oct 09, 2026
Prosperity Financial Group, Inc. History No change 11,964 1,492 0.46% 0.46% 676 0 0.0% Q2 2026 Jul 28, 2026
Harbor Asset Planning, Inc. History No change 11,958 1,491 1.12% 1.12% 677 0 0.0% Q2 2026 Jul 22, 2026
Robertson Stephens Wealth Management, LLC History No change 11,950 1,490 0.04% 0.04% 678 0 0.0% Q2 2026 Jul 29, 2026
Atlas Brown,Inc. History Added to 12,649 1,489 0.39% 0.32% 679 +3,235 34.36% Q3 2026 Oct 09, 2026
AE Wealth Management LLC History No change 11,834 1,476 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 03, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 11,781 1,469 0.06% 0.06% 681 0 0.0% Q2 2026 Aug 18, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 11,671 1,456 0.17% 0.17% 682 0 0.0% Q2 2026 Jul 24, 2026
JNBA Financial Advisors History No change 11,622 1,449 0.11% 0.11% 683 0 0.0% Q2 2026 Jul 23, 2026
Trajan Wealth LLC History No change 11,601 1,447 0.05% 0.05% 684 0 0.0% Q2 2026 Aug 13, 2026
Del-Sette Capital Management, LLC History No change 11,376 1,419 0.83% 0.83% 685 0 0.0% Q2 2026 Jul 30, 2026
Johnson Financial Group, LLC History No change 11,245 1,402 0.08% 0.08% 686 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 11,116 1,386 0.09% 0.09% 687 0 0.0% Q2 2026 Jul 23, 2026
CROSSPOINT FINANCIAL, LLC History No change 11,108 1,385 3.17% 3.17% 688 0 0.0% Q2 2026 Aug 07, 2026
Foundry Financial LLC History No change 11,068 1,380 0.46% 0.46% 689 0 0.0% Q2 2026 Jul 21, 2026
Portside Wealth Group, LLC History No change 10,955 1,366 0.16% 0.16% 690 0 0.0% Q2 2026 Jul 14, 2026
San Luis Wealth Advisors LLC History No change 10,797 1,347 0.2% 0.2% 691 0 0.0% Q2 2026 Jul 16, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 11,523 1,339 1.0% 1.0% 692 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 10,727 1,338 0.02% 0.02% 693 0 0.0% Q2 2026 Jul 31, 2026
W.H. Cornerstone Investments Inc. History No change 10,647 1,328 0.75% 0.75% 694 0 0.0% Q2 2026 Aug 07, 2026
CSS LLC/IL History No change 10,429 1,301 0.05% 0.05% 695 0 0.0% Q2 2026 Aug 14, 2026
Financial Architects, LLC History Reduced 11,035 1,299 0.66% 0.67% 696 -245 -2.17% Q3 2026 Oct 13, 2026
Beaumont Asset Management, L.L.C. History No change 10,294 1,284 0.5% 0.5% 697 0 0.0% Q2 2026 Jul 22, 2026
Longview Financial Advisors, Inc. History Reduced 10,766 1,267 0.73% 0.86% 698 -1,072 -9.06% Q3 2026 Oct 08, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 10,162 1,267 0.36% 0.36% 699 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 10,121 1,262 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial Services, Inc. History No change 10,115 1,261 0.57% 0.57% 701 0 0.0% Q2 2026 Jul 22, 2026
Fortune Financial Advisors, LLC History No change 10,062 1,255 0.54% 0.54% 702 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 9,964 1,243 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 9,932 1,239 0.02% 0.02% 704 0 0.0% Q2 2026 Jul 20, 2026
Vistica Wealth Advisors, LLC History No change 9,934 1,239 1.07% 1.07% 705 0 0.0% Q2 2026 Jul 27, 2026
MIDDLETON & CO INC/MA History No change 9,899 1,234 0.13% 0.13% 706 0 0.0% Q2 2026 Aug 10, 2026
Facet Wealth, Inc. History No change 9,836 1,227 0.02% 0.02% 707 0 0.0% Q2 2026 Jul 27, 2026
Vines Capital Management, LLC History No change 9,829 1,226 1.01% 1.01% 708 0 0.0% Q2 2026 Aug 14, 2026
Tyche Wealth Partners LLC History No change 9,754 1,216 0.17% 0.17% 709 0 0.0% Q2 2026 Aug 06, 2026
Aspen Capital Management, LLC History No change 9,752 1,216 0.27% 0.27% 710 0 0.0% Q2 2026 Aug 04, 2026
Clark Wealth Partners History No change 9,701 1,210 0.68% 0.68% 711 0 0.0% Q2 2026 Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 9,597 1,197 0.06% 0.06% 712 0 0.0% Q2 2026 Jul 23, 2026
GC Wealth Management RIA, LLC History No change 9,593 1,196 0.07% 0.07% 713 0 0.0% Q2 2026 Jul 16, 2026
Convergence Financial, LLC History No change 9,592 1,196 0.1% 0.1% 714 0 0.0% Q2 2026 Aug 05, 2026
MN Wealth Advisors, LLC History No change 9,553 1,191 0.51% 0.51% 715 0 0.0% Q2 2026 Jul 23, 2026
CIBC Bancorp USA Inc. History No change 9,420 1,175 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 9,318 1,162 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 06, 2026
West Wealth Group, LLC History No change 9,280 1,157 0.19% 0.19% 718 0 0.0% Q2 2026 Aug 06, 2026
Carolina Wealth Management Inc History No change 9,222 1,150 0.53% 0.53% 719 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 9,153 1,141 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 12, 2026
marrick wealth, LLC History No change 9,001 1,123 0.8% 0.8% 721 0 0.0% Q2 2026 Jul 14, 2026
Annex Advisory Services, LLC History No change 8,917 1,112 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 10, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 8,858 1,105 0.77% 0.77% 723 0 0.0% Q2 2026 Jul 23, 2026
Capital Wealth Alliance, LLC History No change 8,829 1,101 0.51% 0.51% 724 0 0.0% Q2 2026 Jul 31, 2026
Morey & Quinn Wealth Partners, LLC History No change 8,660 1,080 0.69% 0.69% 725 0 0.0% Q2 2026 Jul 27, 2026
Pine Valley Investments Ltd Liability Co History No change 8,640 1,077 0.04% 0.04% 726 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 8,621 1,075 0.56% 0.56% 727 0 0.0% Q2 2026 Jul 22, 2026
Curi Capital, LLC History No change 8,620 1,075 0.02% 0.02% 728 0 0.0% Q2 2026 Aug 14, 2026
Strategic Advisors LLC History Added to 9,125 1,074 0.23% 0.25% 729 +87 0.96% Q3 2026 Oct 13, 2026
Tenon Financial LLC History No change 8,579 1,070 0.34% 0.34% 730 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History No change 8,574 1,069 0.02% 0.02% 731 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 8,568 1,068 0.04% 0.04% 732 0 0.0% Q2 2026 Aug 13, 2026
Merkkuri Wealth Advisors LLC History No change 8,366 1,043 0.65% 0.65% 733 0 0.0% Q2 2026 Jul 27, 2026
Klingman & Associates, LLC History No change 8,332 1,039 0.04% 0.04% 734 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 8,322 1,038 0.08% 0.08% 735 0 0.0% Q2 2026 Jul 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 8,316 1,037 0.04% 0.04% 736 0 0.0% Q2 2026 Jul 21, 2026
WEDBUSH SECURITIES INC History No change 8,299 1,035 0.03% 0.03% 737 0 0.0% Q2 2026 Jul 28, 2026
Indivisible Partners History No change 8,275 1,032 0.06% 0.06% 738 0 0.0% Q2 2026 Aug 04, 2026
Exit Wealth Advisors, LLC. History No change 8,267 1,031 0.47% 0.47% 739 0 0.0% Q2 2026 Aug 11, 2026
REDW Wealth LLC History No change 8,196 1,022 0.37% 0.37% 740 0 0.0% Q2 2026 Jul 30, 2026
Corus Family Wealth Advisors History No change 8,097 1,010 0.7% 0.7% 741 0 0.0% Q2 2026 Jul 30, 2026
DIVERSIFIED MANAGEMENT INC History Added to 8,542 1,006 0.18% 0.06% 742 +6,249 272.53% Q3 2026 Oct 08, 2026
Caprock Group, LLC History No change 7,918 987 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 27, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 7,807 974 0.09% 0.09% 744 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Partners, Inc. History No change 7,782 970 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 14, 2026
Prospera Capital Management, LLC History No change 7,820 968 0.3% 0.3% 746 0 0.0% Q3 2026 Oct 13, 2026
REGIONS FINANCIAL CORP History No change 7,741 965 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 10, 2026
Kings Path Partners LLC History No change 7,702 960 0.26% 0.26% 748 0 0.0% Q2 2026 Jul 14, 2026
Cambridge Financial Group, LLC History No change 7,660 955 0.3% 0.3% 749 0 0.0% Q3 2026 Oct 06, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 8,084 952 0.34% 0.36% 750 -228 -2.74% Q3 2026 Oct 13, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 8,063 949 0.6% 0.68% 751 +1,395 20.92% Q3 2026 Oct 13, 2026
NORTHERN TRUST CORP History No change 7,580 945 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
Opal Wealth Advisors, LLC History No change 7,575 945 0.2% 0.2% 753 0 0.0% Q2 2026 Jul 20, 2026
CogentBlue Wealth Advisors, LLC History Reduced 7,982 940 0.87% 0.65% 754 -1,167 -12.76% Q3 2026 Oct 09, 2026
Camarda Financial Advisors, LLC History No change 7,481 933 0.28% 0.28% 755 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 7,468 931 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 14, 2026
ProCore Advisors, LLC History No change 7,439 928 1.15% 1.15% 757 0 0.0% Q2 2026 Jul 27, 2026
Freedom Day Solutions, LLC History No change 7,366 918 0.2% 0.2% 758 0 0.0% Q2 2026 Jul 24, 2026
Cornell Pochily Investment Advisors, Inc. History No change 7,357 917 0.25% 0.25% 759 0 0.0% Q2 2026 Jul 15, 2026
CEERA INVESTMENTS, LLC History No change 7,340 915 0.39% 0.39% 760 0 0.0% Q2 2026 Aug 05, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 7,759 913 0.24% 0.24% 761 -73 -0.93% Q3 2026 Oct 09, 2026
Wealthspire Retirement, LLC History No change 7,320 913 0.05% 0.05% 762 0 0.0% Q2 2026 Aug 12, 2026
Belleair Asset Management, LLC History No change 7,303 911 0.77% 0.77% 763 0 0.0% Q2 2026 Jul 15, 2026
Nova R Wealth, Inc. History No change 7,263 906 0.26% 0.26% 764 0 0.0% Q2 2026 Jul 17, 2026
RCS Financial Planning, LLC History No change 7,262 906 0.43% 0.43% 765 0 0.0% Q2 2026 Jul 22, 2026
Directional Asset Management History No change 7,166 894 0.76% 0.76% 766 0 0.0% Q2 2026 Jul 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 7,151 892 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 7,127 889 0.08% 0.08% 768 0 0.0% Q2 2026 Aug 14, 2026
Pitti Group Wealth Management, LLC History No change 7,112 887 0.65% 0.65% 769 0 0.0% Q2 2026 Aug 12, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 7,096 885 0.48% 0.48% 770 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 6,958 868 0.11% 0.11% 771 0 0.0% Q2 2026 Aug 11, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 6,934 865 0.2% 0.2% 772 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 6,926 864 0.04% 0.04% 773 0 0.0% Q2 2026 Jul 28, 2026
KELLEHER FINANCIAL ADVISORS History No change 6,820 850 0.12% 0.12% 774 0 0.0% Q2 2026 Aug 06, 2026
BCM ADVISORS, LLC History No change 6,772 848 0.17% 0.17% 775 0 0.0% Q2 2026 Jul 28, 2026
Valmark Advisers, Inc. History No change 6,800 848 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 06, 2026
Integrated Capital Management, LLC History No change 6,678 833 0.3% 0.3% 777 0 0.0% Q2 2026 Jul 31, 2026
Keystone Financial Services, LLC History No change 6,623 826 0.5% 0.5% 778 0 0.0% Q2 2026 Jul 24, 2026
Capasso Planning Partners LLC History No change 6,558 818 0.41% 0.41% 779 0 0.0% Q2 2026 Aug 18, 2026
OakTrust Wealth Advisors, LLC History No change 6,518 813 0.7% 0.7% 780 0 0.0% Q2 2026 Aug 06, 2026
TRB Wealth Management, LLC History No change 6,492 809 0.11% 0.11% 781 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 6,463 806 0.69% 0.69% 782 0 0.0% Q2 2026 Jul 23, 2026
Gotham Asset Management, LLC History No change 6,393 797 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
Powers Advisory Group, LLC History No change 6,395 797 0.25% 0.25% 784 0 0.0% Q2 2026 Jul 31, 2026
ZACKS INVESTMENT MANAGEMENT History No change 6,387 796 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management LLC History No change 6,376 795 0.37% 0.37% 786 0 0.0% Q2 2026 Aug 07, 2026
Index Fund Advisors, Inc. History No change 6,355 792 0.03% 0.03% 787 0 0.0% Q2 2026 Aug 12, 2026
Oceanside Advisors LLC History No change 6,343 791 0.4% 0.4% 788 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 6,327 789 0.03% 0.03% 789 0 0.0% Q2 2026 Jul 24, 2026
LJI Wealth Management, LLC History No change 6,328 789 0.11% 0.11% 790 0 0.0% Q2 2026 Jul 31, 2026
First Heartland Consultants, Inc. History New 6,640 782 0.05% — 792 +6,640 New Q3 2026 Oct 08, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 6,274 782 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 6,248 779 0.02% 0.02% 793 0 0.0% Q2 2026 Aug 06, 2026
Darden Wealth Group Inc History No change 6,200 773 0.31% 0.31% 794 0 0.0% Q2 2026 Aug 06, 2026
ARK & TLK INVESTMENTS, LLC History No change 6,200 773 0.19% 0.19% 795 0 0.0% Q2 2026 Jul 20, 2026
Slagle Financial, LLC History No change 6,172 770 0.23% 0.23% 796 0 0.0% Q2 2026 Jul 29, 2026
Foundation Wealth Management, LLC\PA History No change 6,173 770 0.23% 0.23% 797 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 6,047 768 0.04% 0.04% 798 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 6,127 764 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 6,089 759 0.0% 0.0% 800 0 0.0% Q2 2026 Aug 06, 2026
Gambit Capital Management, LLC History No change 6,064 756 0.44% 0.44% 801 0 0.0% Q2 2026 Aug 11, 2026
Arista Wealth Management, LLC History No change 5,966 744 0.08% 0.08% 802 0 0.0% Q2 2026 Jul 08, 2026
Triune Financial Partners, LLC History No change 5,916 738 0.15% 0.15% 803 0 0.0% Q2 2026 Aug 07, 2026
RHL GROUP, LLC History No change 5,848 731 0.61% 0.61% 804 0 0.0% Q2 2026 Aug 03, 2026
Lido Advisors, LLC History No change 5,851 730 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 07, 2026
Astoria Portfolio Advisors LLC. History No change 5,741 716 0.12% 0.12% 806 0 0.0% Q2 2026 Jul 28, 2026
Navis Wealth Advisors, LLC History No change 5,735 715 0.27% 0.27% 807 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History No change 5,729 714 0.08% 0.08% 808 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Added to 6,058 713 0.02% 0.02% 809 +139 2.35% Q3 2026 Oct 08, 2026
M Wealth Management, LLC History No change 5,709 712 0.56% 0.56% 810 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Advisors, LLC /UT History No change 5,619 701 0.13% 0.13% 811 0 0.0% Q2 2026 Jul 23, 2026
Cardinal Point Capital Management ULC History No change 5,610 699 0.04% 0.04% 812 0 0.0% Q2 2026 Jul 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 5,618 698 0.19% 0.19% 813 0 0.0% Q2 2026 Jul 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 5,439 679 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 5,415 675 0.04% 0.04% 815 0 0.0% Q2 2026 Aug 14, 2026
Benson Investment Management Company, Inc. History Added to 5,700 671 3.78% 3.45% 816 +500 9.62% Q3 2026 Oct 13, 2026
R2 Capital Strategies, LLC History No change 5,266 656 0.3% 0.3% 817 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,240 653 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 5,239 653 0.06% 0.06% 819 0 0.0% Q2 2026 Jul 29, 2026
PRAIRIE ADVISORY, LLC History No change 5,222 651 0.15% 0.15% 820 0 0.0% Q2 2026 Jul 20, 2026
CGN Advisors LLC History No change 5,121 638 0.05% 0.05% 821 0 0.0% Q2 2026 Jul 06, 2026
Redwood Park Advisors LLC History No change 5,054 630 0.41% 0.41% 822 0 0.0% Q2 2026 Aug 11, 2026
Autumn Glory Partners, LLC History No change 5,046 629 0.18% 0.18% 823 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Financial Services LLC History No change 5,040 628 0.03% 0.03% 824 0 0.0% Q2 2026 Aug 11, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 5,330 627 0.1% 0.11% 825 +85 1.62% Q3 2026 Oct 08, 2026
LEGACY FINANCIAL GROUP, INC. History No change 5,013 625 0.15% 0.15% 826 0 0.0% Q2 2026 Jul 30, 2026
Intentional Wealth Strategies, LLC History No change 5,008 624 0.59% 0.59% 827 0 0.0% Q2 2026 Jul 28, 2026
Perennial Investment Advisors, LLC History No change 5,001 623 0.04% 0.04% 828 0 0.0% Q2 2026 Aug 14, 2026
Atlas Wealth LLC History No change 4,934 615 0.09% 0.09% 829 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 4,900 611 0.03% 0.03% 830 0 0.0% Q2 2026 Jul 27, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 4,884 609 0.43% 0.43% 831 0 0.0% Q2 2026 Jul 27, 2026
Selective Wealth Management, Inc. History No change 4,857 608 0.16% 0.16% 832 0 0.0% Q2 2026 Jul 20, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 4,869 607 0.24% 0.24% 833 0 0.0% Q2 2026 Jul 28, 2026
Sowell Financial Services LLC History No change 4,838 603 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 17, 2026
Accurate Wealth Management, LLC History No change 4,759 589 0.06% 0.06% 835 0 0.0% Q2 2026 Jul 14, 2026
Landing Point Financial Group, LLC History No change 4,698 586 0.2% 0.2% 836 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 4,666 582 0.07% 0.07% 837 0 0.0% Q2 2026 Jul 10, 2026
Strategent Financial, LLC History No change 4,669 582 0.34% 0.34% 838 0 0.0% Q2 2026 Aug 03, 2026
Acorn Wealth Advisors, LLC History No change 4,596 573 0.14% 0.14% 839 0 0.0% Q2 2026 Jul 30, 2026
Macco Financial Group, Inc. History No change 4,594 573 0.37% 0.37% 840 0 0.0% Q2 2026 Aug 07, 2026
Klaas Financial Asset Advisors, LLC History No change 4,574 570 0.07% 0.07% 841 0 0.0% Q2 2026 Jul 15, 2026
Pure Financial Advisors, LLC History No change 4,562 569 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 14, 2026
Heritage Investment Group, Inc. History No change 4,562 569 0.08% 0.08% 843 0 0.0% Q2 2026 Jul 29, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,532 565 0.03% 0.03% 844 0 0.0% Q2 2026 Jul 20, 2026
Balance Wealth Partners LLC History No change 4,531 565 0.15% 0.15% 845 0 0.0% Q2 2026 Jul 21, 2026
Advisory Resource Group History No change 4,526 564 0.08% 0.08% 846 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 4,505 562 0.07% 0.07% 847 0 0.0% Q2 2026 Aug 11, 2026
National Wealth Management Group, LLC History No change 4,474 558 0.17% 0.17% 848 0 0.0% Q2 2026 Jul 14, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 4,459 556 0.17% 0.17% 849 0 0.0% Q2 2026 Aug 07, 2026
Scarborough Advisors, LLC History No change 4,469 555 0.06% 0.06% 850 0 0.0% Q2 2026 Jul 21, 2026
Financial Symmetry Inc History Reduced 4,694 552 0.18% 0.2% 851 -2 -0.04% Q3 2026 Oct 06, 2026
Accredited Investors Inc. History No change 4,411 550 0.02% 0.02% 852 0 0.0% Q2 2026 Jul 21, 2026
Decker Retirement Planning Inc. History No change 4,390 547 0.19% 0.19% 853 0 0.0% Q2 2026 Jul 16, 2026
Sherman Wealth Management LLC History No change 4,351 542 0.41% 0.41% 854 0 0.0% Q3 2026 Oct 13, 2026
Valeo Financial Advisors, LLC History Added to 4,599 541 0.01% 0.01% 855 +46 1.01% Q3 2026 Oct 08, 2026
BancFirst Trust & Investment Management History No change 4,341 541 0.23% 0.23% 856 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 4,561 537 0.01% 0.01% 857 -724 -13.7% Q3 2026 Oct 13, 2026
Parkside Financial Bank & Trust History No change 4,302 536 0.04% 0.04% 858 0 0.0% Q2 2026 Sep 04, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 4,248 529 0.21% 0.21% 859 0 0.0% Q2 2026 Jul 21, 2026
Bestgate Wealth Advisors, LLC History Added to 4,478 527 0.33% 0.36% 860 +2,688 150.17% Q3 2026 Oct 13, 2026
Breakwater Capital Group History Added to 4,421 520 0.06% 0.06% 861 +253 6.07% Q3 2026 Oct 08, 2026
D.A. DAVIDSON & CO. History No change 4,143 516 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 4,093 510 0.13% 0.13% 863 0 0.0% Q2 2026 Jul 28, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 4,074 508 0.05% 0.05% 864 0 0.0% Q2 2026 Jul 31, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,076 508 0.03% 0.03% 865 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 4,065 507 0.08% 0.08% 866 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 4,047 504 0.2% 0.2% 867 0 0.0% Q2 2026 Jul 13, 2026
Fortis Capital Advisors, LLC History No change 4,031 502 0.06% 0.06% 868 0 0.0% Q2 2026 Jul 31, 2026
MAYPORT, LLC History No change 4,012 500 0.08% 0.08% 869 0 0.0% Q2 2026 Aug 07, 2026
BAM Wealth Management, LLC History No change 3,998 498 0.31% 0.31% 870 0 0.0% Q2 2026 Jul 14, 2026
V2 Financial group LLC History No change 3,963 494 0.18% 0.18% 871 0 0.0% Q2 2026 Aug 10, 2026
GDS Wealth Management History No change 3,953 493 0.02% 0.02% 872 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 3,890 493 0.33% 0.33% 873 0 0.0% Q2 2026 Aug 18, 2026
J.M. Arbour, LLC History No change 3,949 492 0.42% 0.42% 874 0 0.0% Q2 2026 Aug 14, 2026
Trellis Wealth Advisors LLC History No change 3,929 490 0.17% 0.17% 875 0 0.0% Q2 2026 Jul 15, 2026
Next Level Private LLC History No change 3,886 484 0.09% 0.09% 876 0 0.0% Q2 2026 Jul 09, 2026
BIP Wealth, LLC History No change 3,866 482 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 03, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,845 479 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial Strategies, Inc. History No change 3,795 473 0.03% 0.03% 879 0 0.0% Q2 2026 Jul 24, 2026
BCR Wealth Strategies, LLC History No change 3,791 472 0.13% 0.13% 880 0 0.0% Q2 2026 Jul 31, 2026
GEN Financial Management, INC. History No change 4,014 472 0.26% 0.3% 881 0 0.0% Q3 2026 Oct 13, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History No change 4,001 471 0.27% 0.29% 882 0 0.0% Q3 2026 Oct 08, 2026
FCG Investment Co History Added to 3,974 468 0.15% 0.13% 883 +941 31.03% Q3 2026 Oct 13, 2026
Rinkey Investments History No change 3,716 463 0.11% 0.11% 884 0 0.0% Q2 2026 Jul 20, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 3,664 457 0.24% 0.24% 885 0 0.0% Q2 2026 Jul 20, 2026
Brickley Wealth Management History No change 3,662 456 0.07% 0.07% 886 0 0.0% Q2 2026 Jul 13, 2026
Aureum Wealth Management, LLC History No change 3,616 451 0.28% 0.28% 887 0 0.0% Q2 2026 Jul 22, 2026
CALTON & ASSOCIATES, INC. History No change 3,610 450 0.07% 0.07% 888 0 0.0% Q2 2026 Aug 10, 2026
Inspire Advisors, LLC History No change 3,587 447 0.03% 0.03% 889 0 0.0% Q2 2026 Aug 13, 2026
Entelevest, LLC History No change 3,586 447 0.38% 0.38% 890 0 0.0% Q2 2026 Jul 22, 2026
Madrid Wealth Management, LLC History No change 3,567 445 0.29% 0.29% 891 0 0.0% Q2 2026 Jul 31, 2026
Santori & Peters, Inc. History No change 3,545 442 0.12% 0.12% 892 0 0.0% Q2 2026 Jul 24, 2026
VANCE WEALTH, LLC History No change 3,547 442 0.1% 0.1% 893 0 0.0% Q2 2026 Aug 14, 2026
Baldwin Investment Management, LLC History No change 3,519 439 0.04% 0.04% 894 0 0.0% Q2 2026 Jul 28, 2026
JM2 Capital Inc. History No change 3,512 438 0.3% 0.3% 895 0 0.0% Q2 2026 Jul 21, 2026
Synergy Asset Management, LLC History No change 3,507 437 0.04% 0.04% 896 0 0.0% Q2 2026 Jul 22, 2026
Keystone Financial Group History No change 3,487 435 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 29, 2026
Anchor Investment Management, LLC History No change 3,465 432 0.03% 0.03% 898 0 0.0% Q2 2026 Sep 15, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Added to 3,667 431 0.28% 0.31% 899 +1 0.03% Q3 2026 Oct 06, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,444 429 0.22% 0.22% 900 0 0.0% Q2 2026 Jul 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,424 427 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 14, 2026
CWC Advisors, LLC. History No change 3,410 425 0.19% 0.19% 902 0 0.0% Q2 2026 Jul 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,841 424 0.05% 0.05% 903 0 0.0% Q2 2026 Aug 05, 2026
Stewardship Advisors, LLC History No change 3,396 423 0.09% 0.09% 904 0 0.0% Q2 2026 Jul 20, 2026
Integrity Advisory Solutions, LLC History No change 3,390 423 0.04% 0.04% 905 0 0.0% Q2 2026 Jul 31, 2026
Garde Capital, Inc. History No change 3,374 420 0.02% 0.02% 906 0 0.0% Q2 2026 Jul 31, 2026
STEVENS CAPITAL PARTNERS History No change 3,368 420 0.08% 0.08% 907 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 3,343 417 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 12, 2026
Investment Advisory Group, LLC History No change 3,332 415 0.09% 0.09% 909 0 0.0% Q2 2026 Aug 06, 2026
Prosperitas Financial LLC History No change 3,324 414 0.13% 0.13% 910 0 0.0% Q2 2026 Aug 19, 2026
CORA CAPITAL ADVISORS LLC History No change 3,303 412 0.12% 0.12% 911 0 0.0% Q2 2026 Jul 24, 2026
Baker Ellis Asset Management LLC History No change 3,230 402 0.04% 0.04% 912 0 0.0% Q2 2026 Jul 23, 2026
Balboa Wealth Partners History No change 3,212 400 0.05% 0.05% 913 0 0.0% Q2 2026 Aug 10, 2026
Roehl & Yi Investment Advisors, LLC History No change 3,210 400 0.13% 0.13% 914 0 0.0% Q2 2026 Aug 13, 2026
Bedel Financial Consulting, Inc. History No change 3,190 398 0.04% 0.04% 915 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 3,129 390 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 3,131 390 0.01% 0.01% 917 0 0.0% Q2 2026 Jul 31, 2026
Huntleigh Advisors, Inc. History No change 3,120 389 0.05% 0.05% 918 0 0.0% Q2 2026 Aug 04, 2026
Advisory Solutions Group, LLC History No change 3,119 389 0.13% 0.13% 919 0 0.0% Q2 2026 Jul 29, 2026
WealthTrust Axiom LLC History No change 3,108 387 0.09% 0.09% 920 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Strategies, LLC History No change 3,071 383 0.06% 0.06% 921 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 3,057 381 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 11, 2026
Magnolia Private Wealth, LLC History No change 3,048 380 0.21% 0.21% 923 0 0.0% Q2 2026 Aug 05, 2026
Coquina Private Wealth LLC History No change 3,052 380 0.26% 0.26% 924 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 3,042 378 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 27, 2026
GWN SECURITIES INC. History No change 3,020 376 0.06% 0.06% 926 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,010 375 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,001 373 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 22, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 2,992 373 0.16% 0.16% 929 0 0.0% Q2 2026 Aug 11, 2026
Vertex Planning Partners, LLC History No change 2,980 371 0.06% 0.06% 930 0 0.0% Q2 2026 Aug 14, 2026
UNIVEST FINANCIAL Corp History No change 2,951 368 0.02% 0.02% 931 0 0.0% Q2 2026 Aug 07, 2026
Atomic Invest LLC History No change 2,938 366 0.03% 0.03% 932 0 0.0% Q2 2026 Sep 25, 2026
LongView Wealth Management History No change 2,928 365 0.09% 0.09% 933 0 0.0% Q2 2026 Jul 17, 2026
Essex Bank History No change 2,919 364 0.08% 0.08% 934 0 0.0% Q2 2026 Jul 23, 2026
Avion Wealth History No change 2,923 364 0.07% 0.07% 935 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,891 360 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 07, 2026
Robinswood Financial LLC History No change 2,877 358 0.1% 0.1% 937 0 0.0% Q2 2026 Jul 14, 2026
Cushing Capital Partners, LLC History No change 2,865 357 0.25% 0.25% 938 0 0.0% Q2 2026 Jul 29, 2026
Dala Group, LLC History No change 2,847 355 0.29% 0.29% 939 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Capital, Inc. History No change 2,804 349 0.03% 0.03% 940 0 0.0% Q2 2026 Aug 03, 2026
Cassilly Financial Group LLC History Reduced 2,948 347 0.23% 0.28% 942 -200 -6.35% Q3 2026 Oct 07, 2026
Global Wealth Management, LLC History No change 2,784 347 0.18% 0.18% 941 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 2,775 346 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 27, 2026
Global Trust Wealth Management LLC History No change 2,750 343 0.24% 0.24% 944 0 0.0% Q2 2026 Jul 16, 2026
Matrix Trust Co History Reduced 2,872 338 0.05% 0.06% 945 -196 -6.39% Q3 2026 Oct 07, 2026
FIRST TRUST ADVISORS LP History No change 2,671 333 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 2,673 333 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 2,664 332 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 2,638 329 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 11, 2026
Cannon Wealth Management Services, LLC History No change 2,600 324 0.18% 0.18% 950 0 0.0% Q2 2026 Aug 11, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,582 322 0.01% 0.01% 951 0 0.0% Q2 2026 Aug 07, 2026
Wallace Advisory Group, LLC History No change 2,565 320 0.3% 0.3% 952 0 0.0% Q2 2026 Aug 03, 2026
Empire Financial Management Company, LLC History No change 2,561 319 0.13% 0.13% 953 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 2,532 315 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,522 314 0.0% 0.0% 955 0 0.0% Q2 2026 Jul 20, 2026
LifeGoal Investments, LLC History Added to 2,662 313 0.1% 0.1% 956 +965 56.87% Q3 2026 Oct 08, 2026
Hurlow Wealth Management Group, Inc. History No change 2,477 309 0.06% 0.06% 957 0 0.0% Q2 2026 Aug 05, 2026
Osprey Private Wealth LLC History No change 2,472 308 0.08% 0.08% 958 0 0.0% Q2 2026 Aug 03, 2026
Millington Financial Advisors, LLC History No change 2,450 307 0.12% 0.12% 959 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Concepts, LLC History No change 2,440 304 0.09% 0.09% 960 0 0.0% Q2 2026 Jul 27, 2026
John W. Brooker & Co., CPAs History No change 2,434 303 0.37% 0.37% 961 0 0.0% Q2 2026 Jul 20, 2026
Base Wealth Management LLC History No change 2,432 303 0.14% 0.14% 962 0 0.0% Q2 2026 Jul 22, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 2,396 298 0.2% 0.2% 963 0 0.0% Q2 2026 Jul 22, 2026
Sharper & Granite LLC History No change 2,377 296 0.09% 0.09% 964 0 0.0% Q2 2026 Jul 16, 2026
Investment Research & Advisory Group, Inc. History No change 2,344 292 0.09% 0.09% 965 0 0.0% Q2 2026 Jul 23, 2026
Whelan Financial History No change 2,310 288 0.08% 0.08% 966 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 2,301 287 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 11, 2026
Family Legacy, Inc. History Added to 2,432 286 0.08% 0.08% 968 +142 6.2% Q3 2026 Oct 13, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 2,259 283 0.11% 0.11% 969 0 0.0% Q2 2026 Aug 12, 2026
Grant Private Wealth Management Inc History No change 2,272 283 0.12% 0.12% 970 0 0.0% Q2 2026 Jul 07, 2026
Sensible Money, LLC History No change 2,262 282 0.07% 0.07% 971 0 0.0% Q2 2026 Jul 30, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,260 281 0.06% 0.06% 972 0 0.0% Q2 2026 Aug 05, 2026
Americana Partners, LLC History No change 2,257 281 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,250 280 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 17, 2026
Permanent Capital Management, LP History No change 2,248 280 0.04% 0.04% 975 0 0.0% Q2 2026 Aug 12, 2026
Intelligent Financial Strategies History No change 2,241 279 0.13% 0.13% 976 0 0.0% Q2 2026 Jul 23, 2026
Icon Wealth Advisors, LLC History No change 2,232 278 0.02% 0.02% 977 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 2,216 276 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 30, 2026
CHAPIN DAVIS, INC. History Added to 2,340 275 0.05% 0.05% 979 +35 1.52% Q3 2026 Oct 08, 2026
Schneider Downs Wealth Management Advisors, LP History No change 2,194 273 0.03% 0.03% 980 0 0.0% Q2 2026 Aug 05, 2026
Resurgent Financial Advisors LLC History No change 2,180 271 0.08% 0.08% 981 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 2,178 271 0.03% 0.03% 982 0 0.0% Q2 2026 Sep 02, 2026
Fortune Financial Group, Inc. History No change 2,165 270 0.21% 0.21% 983 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 2,154 268 0.01% 0.01% 984 0 0.0% Q2 2026 Aug 04, 2026
First PREMIER Bank History No change 2,268 267 0.04% 0.05% 985 0 0.0% Q3 2026 Oct 13, 2026
360 Financial, Inc. History No change 2,147 267 0.07% 0.07% 986 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 2,096 261 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 11, 2026
Avestar Capital, LLC History No change 2,039 254 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 29, 2026
EPIQ PARTNERS, LLC History Added to 2,148 252 0.11% 0.09% 989 +507 30.9% Q3 2026 Oct 07, 2026
ADG Wealth Management Group, LLC History No change 1,996 249 0.16% 0.16% 990 0 0.0% Q2 2026 Jul 27, 2026
Empirical Finance, LLC History No change 1,992 248 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 14, 2026
TRUEFG, LLC History No change 1,990 248 0.06% 0.06% 992 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY TRUST CO History No change 1,986 247 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Advisors, LLC History No change 1,985 247 0.03% 0.03% 994 0 0.0% Q2 2026 Aug 14, 2026
Ballew Advisors, Inc History New 2,046 245 0.12% — 995 +2,046 New Q3 2026 Oct 05, 2026
Ponta Wealth Partners, LLC History No change 1,953 243 0.13% 0.13% 996 0 0.0% Q2 2026 Aug 12, 2026
SMITH, MOORE & CO. History No change 1,943 242 0.02% 0.02% 997 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 1,937 241 0.01% 0.01% 998 0 0.0% Q2 2026 Aug 07, 2026
ASPIRIANT, LLC History No change 1,931 240 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 20, 2026
Cannon Advisors, Inc. History No change 1,939 240 0.15% 0.15% 1000 0 0.0% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,916 239 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 1,921 239 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 14, 2026
Oath Planning, LLC History No change 1,908 238 0.18% 0.18% 1003 0 0.0% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History No change 1,907 237 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 13, 2026
Pinion Investment Advisors, LLC History No change 1,863 232 0.04% 0.04% 1005 0 0.0% Q2 2026 Aug 06, 2026
TMB Capital Partners, LLC History No change 1,857 231 0.07% 0.07% 1006 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 1,844 230 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 13, 2026
QTR Family Wealth, LLC History No change 1,838 229 0.08% 0.08% 1008 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 1,807 225 0.02% 0.02% 1009 0 0.0% Q2 2026 Aug 11, 2026
Capital Square, LLC History No change 1,812 224 0.1% 0.1% 1010 0 0.0% Q2 2026 Aug 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 1,770 222 0.07% 0.07% 1011 0 0.0% Q2 2026 Jul 23, 2026
Aspen Investment Management Inc History No change 1,768 221 0.06% 0.06% 1012 0 0.0% Q2 2026 Jul 17, 2026
Tennessee Valley Asset Management Partners History No change 1,776 221 0.02% 0.02% 1013 0 0.0% Q2 2026 Aug 10, 2026
SAPIENT CAPITAL LLC History Reduced 1,870 220 0.0% 0.0% 1014 -102 -5.17% Q3 2026 Oct 08, 2026
Ethic Inc. History No change 1,756 219 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 29, 2026
Financial Network Wealth Advisors LLC History No change 1,755 218 0.22% 0.22% 1016 0 0.0% Q2 2026 Jul 29, 2026
Arrowroot Family Office, LLC History No change 1,748 218 0.06% 0.06% 1017 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History Reduced 1,847 217 0.01% 0.01% 1018 -393 -17.54% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History No change 1,746 217 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 23, 2026
J. M. Brown & Associates Inc. History No change 1,746 217 0.12% 0.12% 1020 0 0.0% Q2 2026 Jul 23, 2026
Vann Equity Management LLC History Added to 1,803 212 0.13% 0.13% 1021 +36 2.04% Q3 2026 Oct 07, 2026
Park State Asset Management History No change 1,697 211 0.21% 0.21% 1022 0 0.0% Q2 2026 Aug 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 1,791 210 0.0% 0.0% 1023 -232 -11.47% Q3 2026 Oct 05, 2026
Fermata Advisors, LLC History Reduced 1,761 207 0.04% 0.05% 1024 -74 -4.03% Q3 2026 Oct 09, 2026
Innovative Wealth Building LLC History No change 1,664 207 0.12% 0.12% 1025 0 0.0% Q2 2026 Jul 23, 2026
SFM, LLC History No change 1,667 207 0.11% 0.11% 1026 0 0.0% Q2 2026 Jul 07, 2026
HBK Sorce Advisory LLC History No change 1,624 206 0.0% 0.0% 1027 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 1,658 206 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 14, 2026
Todd Wealth Management, LLC History No change 1,645 205 0.16% 0.16% 1029 0 0.0% Q2 2026 Oct 07, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 1,640 204 0.16% 0.16% 1030 0 0.0% Q2 2026 Aug 07, 2026
Forge Financial Services LLC History No change 1,639 204 0.02% 0.02% 1031 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 1,631 203 0.03% 0.03% 1032 0 0.0% Q2 2026 Aug 04, 2026
Regatta Research & Money Management History No change 1,551 193 0.18% 0.18% 1033 0 0.0% Q2 2026 Aug 11, 2026
Smallwood Wealth Investment Management, LLC History No change 1,390 173 0.08% 0.08% 1034 0 0.0% Q2 2026 Jul 23, 2026
PlanVest Financial, Inc History No change 1,377 171 0.11% 0.11% 1035 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 1,239 154 0.01% 0.01% 1036 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 1,145 142 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 07, 2026
Spectrum Wealth Advisory Group, LLC History No change 1,108 138 0.04% 0.04% 1038 0 0.0% Q2 2026 Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC History No change 1,093 136 0.02% 0.02% 1039 0 0.0% Q2 2026 Jul 27, 2026
GGM Financial LLC History No change 1,005 125 0.05% 0.05% 1040 0 0.0% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History No change 952 118 0.0% 0.0% 1041 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 949 118 0.07% 0.07% 1042 0 0.0% Q2 2026 Jul 21, 2026
Synergy Investment Management, LLC History No change 941 117 0.03% 0.03% 1043 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 990 116 0.01% — 1044 +990 New Q3 2026 Oct 13, 2026
Nemes Rush Group LLC History No change 901 112 0.01% 0.01% 1045 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 824 102 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 16, 2026
Lodestone Wealth Management LLC History No change 820 102 0.04% 0.04% 1047 0 0.0% Q2 2026 Jul 23, 2026
Aventura Private Wealth, LLC History No change 795 99 0.03% 0.03% 1048 0 0.0% Q2 2026 Jul 15, 2026
AdvisorNet Financial, Inc History No change 779 97 0.0% 0.0% 1049 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 705 88 0.0% 0.0% 1050 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, Inc. History No change 699 87 0.0% 0.0% 1051 0 0.0% Q2 2026 Aug 10, 2026
Dunhill Financial, LLC History No change 695 86 0.02% 0.02% 1052 0 0.0% Q2 2026 Aug 07, 2026
Clayton Financial Group LLC History New 701 82 0.04% — 1054 +701 New Q3 2026 Oct 13, 2026
Medallion Wealth Advisors, LLC History No change 658 82 0.03% 0.03% 1053 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 635 79 0.02% 0.02% 1055 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 667 78 0.01% 0.02% 1056 0 0.0% Q3 2026 Oct 05, 2026
SIMPLEX TRADING, LLC History No change 625 77 0.0% 0.0% 1057 0 0.0% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History No change 623 77 0.01% 0.01% 1058 0 0.0% Q2 2026 Jul 30, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 609 75 0.02% 0.02% 1059 0 0.0% Q2 2026 Sep 02, 2026
Ashton Thomas Private Wealth, LLC History No change 601 74 0.0% 0.0% 1060 0 0.0% Q2 2026 Jul 29, 2026
VISION FINANCIAL MARKETS LLC History No change 595 73 0.06% 0.06% 1061 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Trust, LLC History No change 579 72 0.01% 0.01% 1062 0 0.0% Q2 2026 Aug 06, 2026
ATWOOD & PALMER INC History Added to 610 71 0.0% 0.0% 1063 +3 0.49% Q3 2026 Oct 08, 2026
SFAM, LLC History No change 575 71 0.06% 0.06% 1064 0 0.0% Q2 2026 Aug 13, 2026
NorthAvenue LLC History No change 577 71 0.05% 0.05% 1065 0 0.0% Q2 2026 Jul 21, 2026
Ares Financial Consulting, LLC History No change 563 70 0.05% 0.05% 1066 0 0.0% Q2 2026 Jul 09, 2026
Operose Advisors LLC History No change 555 69 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 13, 2026
MeadowBrook Investment Advisors LLC History No change 540 67 0.05% 0.05% 1068 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 525 65 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 519 64 0.0% 0.0% 1070 0 0.0% Q2 2026 Jul 23, 2026
Centerpoint Advisors, LLC History No change 500 62 0.02% 0.02% 1071 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 488 60 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 502 59 0.0% 0.0% 1073 +63 14.35% Q3 2026 Oct 02, 2026
WEST PACES ADVISORS INC. History No change 496 58 0.01% 0.01% 1074 0 0.0% Q3 2026 Oct 13, 2026
MATHER GROUP, LLC. History No change 441 55 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 27, 2026
BURKETT FINANCIAL SERVICES, LLC History New 456 53 0.02% — 1077 +456 New Q3 2026 Oct 01, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 424 53 0.0% 0.0% 1076 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 414 51 0.01% 0.01% 1078 0 0.0% Q2 2026 Jul 29, 2026
COUNTRY TRUST BANK History No change 399 49 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 15, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 398 49 0.03% 0.03% 1080 0 0.0% Q2 2026 Aug 05, 2026
Barnes Dennig Private Wealth Management LLC History No change 381 47 0.04% 0.04% 1081 0 0.0% Q2 2026 Jul 15, 2026
DHJJ Financial Advisors, Ltd. History No change 372 46 0.01% 0.01% 1082 0 0.0% Q2 2026 Jul 24, 2026
POM Investment Strategies, LLC History No change 359 44 0.05% 0.05% 1083 0 0.0% Q2 2026 Jul 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 345 43 0.0% 0.0% 1084 0 0.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History No change 351 43 0.01% 0.01% 1085 0 0.0% Q2 2026 Jul 10, 2026
SJS Investment Consulting Inc. History No change 334 41 0.0% 0.0% 1086 0 0.0% Q2 2026 Jul 22, 2026
Basepoint Wealth LLC History No change 329 41 0.02% 0.02% 1087 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 324 40 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 328 40 0.02% 0.02% 1089 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 312 38 0.0% 0.0% 1090 0 0.0% Q2 2026 Jul 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 307 38 0.02% 0.02% 1091 0 0.0% Q2 2026 Aug 04, 2026
ROGCO, LP History No change 305 38 0.01% 0.01% 1092 0 0.0% Q2 2026 Jul 30, 2026
CNB Bank History No change 303 37 0.01% 0.01% 1093 0 0.0% Q2 2026 Aug 06, 2026
JDM Financial Group LLC History No change 299 37 0.01% 0.01% 1094 0 0.0% Q2 2026 Aug 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 302 37 0.01% 0.01% 1095 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 290 36 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 301 35 0.01% 0.15% 1097 -3,628 -92.34% Q3 2026 Oct 07, 2026
Cornerstone Planning Group LLC History No change 272 34 0.0% 0.0% 1098 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 258 32 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 13, 2026
TOP Private Wealth LLC. History No change 260 32 0.03% 0.03% 1100 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 250 31 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 12, 2026
Your Advocates Ltd., LLP History No change 253 31 0.01% 0.01% 1102 0 0.0% Q2 2026 Aug 05, 2026
Comprehensive Financial Planning, Inc./PA History No change 248 30 0.02% 0.02% 1103 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 244 30 0.03% 0.03% 1104 0 0.0% Q2 2026 Jul 02, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 239 29 0.01% 0.01% 1105 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 228 28 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 10, 2026
GeoWealth Management, LLC History No change 226 28 0.0% 0.0% 1107 0 0.0% Q2 2026 Jul 30, 2026
Montgomery Financial Services LLC History No change 218 27 0.02% 0.02% 1108 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 217 26 0.02% 0.02% 1109 0 0.0% Q2 2026 Jul 09, 2026
Meramec Financial Planners, LLC History No change 195 24 0.01% 0.01% 1110 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Asset Management, LLC History No change 188 23 0.0% 0.0% 1111 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 162 20 0.0% 0.0% 1112 0 0.0% Q2 2026 Jul 28, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 164 20 0.01% 0.01% 1113 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 163 20 0.0% 0.0% 1114 0 0.0% Q2 2026 Jul 22, 2026
TIAA Wealth Investment Management LLC History No change 166 20 0.0% 0.0% 1115 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 157 19 0.0% 0.0% 1116 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 145 18 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 149 18 0.0% 0.0% 1118 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 137 17 0.0% 0.0% 1119 0 0.0% Q2 2026 Aug 04, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 131 16 0.01% 0.01% 1120 0 0.0% Q2 2026 Aug 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 127 15 0.0% 0.0% 1121 0 0.0% Q2 2026 Jul 21, 2026
StrongBox Wealth, LLC History No change 128 15 0.0% 0.0% 1122 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 119 14 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 24, 2026
Crews Bank & Trust History No change 120 14 0.0% 0.0% 1124 0 0.0% Q2 2026 Jul 16, 2026
Collier Financial History No change 109 13 0.01% 0.01% 1125 0 0.0% Q2 2026 Jul 30, 2026
Parvin Asset Management, LLC History No change 110 13 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors LLC History No change 111 13 0.01% 0.01% 1127 0 0.0% Q2 2026 Jul 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 102 12 0.0% 0.0% 1128 0 0.0% Q2 2026 Jul 27, 2026
GAMMA Investing LLC History No change 105 12 0.0% 0.0% 1129 0 0.0% Q3 2026 Oct 08, 2026
Cape Investment Advisory, Inc. History Reduced 97 11 0.0% 0.01% 1130 -107 -52.45% Q3 2026 Oct 13, 2026
GK Wealth Management LLC History New 97 11 0.01% — 1132 +97 New Q3 2026 Oct 09, 2026
Mosley Wealth Management History No change 90 11 0.0% 0.0% 1131 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 82 10 0.0% 0.0% 1133 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 85 10 0.01% 0.01% 1134 0 0.0% Q2 2026 Jul 14, 2026
Nova Wealth Management, Inc. History No change 75 9 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 13, 2026
Pioneer Family Office, LLC History No change 67 8 0.0% 0.0% 1136 0 0.0% Q2 2026 Jul 27, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 63 7 0.0% 0.0% 1137 0 0.0% Q2 2026 Jul 13, 2026
Silver Grove Financial Group, Inc. History No change 58 7 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 54 6 0.0% 0.0% 1139 0 0.0% Q2 2026 Jul 15, 2026
NFSG Corp History No change 50 6 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 49 6 0.0% 0.0% 1141 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 43 5 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 06, 2026
Kingdom Financial Group LLC. History No change 46 5 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 07, 2026
Tanglewood Legacy Advisors, LLC History No change 42 5 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 10, 2026
Markowski Investments History No change 47 5 0.0% 0.0% 1145 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Financial History No change 36 4 0.0% 0.0% 1146 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 18 2 0.0% 0.0% 1147 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 22 2 0.0% 0.0% 1148 0 0.0% Q2 2026 Jul 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 21 2 0.0% 0.0% 1149 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 22 2 0.0% 0.0% 1150 0 0.0% Q2 2026 Aug 11, 2026
Davis Capital Management History No change 11 1 0.0% 0.0% 1151 0 0.0% Q3 2026 Oct 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 9 1 0.0% 0.0% 1152 0 0.0% Q2 2026 Aug 13, 2026
COURIER CAPITAL LLC History Closed out 0 0 — 0.23% — -36,522 -100.0% Q3 2026 Oct 13, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2026 Oct 13, 2026
Addison Advisors LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Spurstone Advisory Services, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026