BlackRock ETF Trust - BAI

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
ENVESTNET ASSET MANAGEMENT INC History No change 57,566,650 3,034,911 0.72% 0.72% 1 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 26,585,056 1,401,564 0.31% 0.31% 2 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 15,932,165 809,831 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 14,150,853 746,032 5.54% 5.54% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 10,200,979 537,795 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 9,213,447 485,649 0.1% 0.1% 6 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 6,660,357 351,133 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 6,160,767 324,795 0.66% 0.66% 8 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 5,319,125 280,424 1.75% 1.75% 9 0 0.0% Q2 2026 Jul 20, 2026
OpenArc Corporate Advisory, LLC History No change 5,311,398 280,016 3.33% 3.33% 10 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,280,812 278,404 4.28% 4.28% 11 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,183,823 273,291 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 5,116,022 269,716 0.25% 0.25% 13 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 4,637,181 244,472 1.17% 1.17% 14 0 0.0% Q2 2026 Sep 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,331,839 228,374 0.12% 0.12% 15 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 3,089,344 162,870 0.32% 0.32% 16 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 2,934,791 154,722 0.46% 0.46% 17 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,881,912 151,934 0.19% 0.19% 18 0 0.0% Q2 2026 Jul 29, 2026
SOFI WEALTH, LLC History No change 2,635,605 138,949 5.59% 5.59% 19 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 2,547,345 134,296 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 06, 2026
OLD MISSION CAPITAL LLC History No change 2,406,212 126,855 2.01% 2.01% 21 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,346,711 123,718 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 2,249,238 118,579 0.72% 0.72% 23 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 2,202,045 116,091 0.98% 0.98% 24 0 0.0% Q2 2026 Aug 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,163,848 114,078 1.17% 1.17% 25 0 0.0% Q2 2026 Aug 14, 2026
Abundance Wealth Counselors History No change 1,939,405 102,245 6.64% 6.64% 26 0 0.0% Q2 2026 Jul 23, 2026
UBS Group AG History No change 1,922,376 101,347 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,861,364 98,131 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 1,817,689 95,828 0.64% 0.64% 29 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 1,734,778 91,479 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 1,651,778 87,081 3.01% 3.01% 31 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Wealth History No change 1,516,660 79,958 0.08% 0.08% 32 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 1,502,184 79,195 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 12, 2026
Destination Wealth Management History No change 1,464,996 77,234 1.8% 1.8% 34 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,393,229 73,077 0.12% 0.12% 35 0 0.0% Q2 2026 Aug 14, 2026
Advocacy Wealth Management, LLC History No change 1,384,319 72,981 2.65% 2.65% 36 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 1,353,121 71,336 0.33% 0.33% 37 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,320,642 69,624 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,275,000 67,163 0.37% 0.37% 39 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 991,220 52,257 1.23% 1.23% 40 0 0.0% Q2 2026 Aug 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 939,162 49,512 2.44% 2.44% 41 0 0.0% Q2 2026 Jul 20, 2026
Integrated Wealth Concepts LLC History No change 874,028 46,078 0.3% 0.3% 42 0 0.0% Q2 2026 Sep 08, 2026
Vise Technologies, Inc. History No change 870,180 45,875 0.52% 0.52% 43 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 823,838 43,432 0.2% 0.2% 44 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 822,877 43,382 0.26% 0.26% 45 0 0.0% Q2 2026 Aug 17, 2026
Ascent Group, LLC History No change 806,289 42,507 1.27% 1.27% 46 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 727,504 38,353 0.38% 0.38% 47 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 720,220 37,969 0.81% 0.81% 48 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 708,465 37,350 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 708,263 37,339 1.17% 1.17% 50 0 0.0% Q2 2026 Jul 31, 2026
Cambridge Investment Research Advisors, Inc. History No change 703,937 37,112 0.09% 0.09% 51 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 695,064 36,643 0.06% 0.06% 52 0 0.0% Q2 2026 Jul 30, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 682,952 36,005 3.58% 3.58% 53 0 0.0% Q2 2026 Jul 22, 2026
TRUIST FINANCIAL CORP History No change 678,726 35,782 0.04% 0.04% 54 0 0.0% Q2 2026 Jul 28, 2026
Prosperity Consulting Group, LLC History No change 677,611 35,723 1.35% 1.35% 55 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 647,452 34,133 0.29% 0.29% 56 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 641,195 33,803 0.11% 0.11% 57 0 0.0% Q2 2026 Jul 28, 2026
Tennessee Valley Asset Management Partners History No change 639,824 33,731 3.72% 3.72% 58 0 0.0% Q2 2026 Aug 10, 2026
Bensler, LLC History No change 632,671 33,354 2.95% 2.95% 59 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 625,253 32,963 0.71% 0.71% 60 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 624,494 32,923 0.31% 0.31% 61 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History No change 622,079 32,795 1.82% 1.82% 62 0 0.0% Q2 2026 Jul 27, 2026
Shepherd Financial Partners LLC History No change 618,705 32,618 2.68% 2.68% 63 0 0.0% Q2 2026 Aug 10, 2026
Wharton Business Group, LLC History No change 598,286 31,542 1.05% 1.05% 64 0 0.0% Q2 2026 Aug 10, 2026
Icon Wealth Advisors, LLC History No change 592,488 31,235 1.88% 1.88% 65 0 0.0% Q2 2026 Aug 05, 2026
Marks Group Wealth Management, Inc History No change 514,468 27,122 2.36% 2.36% 66 0 0.0% Q2 2026 Jul 27, 2026
Triad Wealth Partners, LLC History No change 626,347 26,788 1.58% 1.58% 67 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 507,975 26,780 0.12% 0.12% 68 0 0.0% Q2 2026 Jul 27, 2026
MGO ONE SEVEN LLC History No change 498,577 26,284 0.43% 0.43% 69 0 0.0% Q2 2026 Jul 31, 2026
Scarborough Advisors, LLC History No change 531,057 25,991 2.98% 2.98% 70 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL SECURITIES, INC. History No change 487,559 25,704 0.31% 0.31% 71 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 483,113 25,469 0.13% 0.13% 72 0 0.0% Q2 2026 Aug 13, 2026
Sharkey, Howes & Javer History No change 473,398 24,957 3.01% 3.01% 73 0 0.0% Q2 2026 Jul 09, 2026
MA Private Wealth History No change 468,378 24,692 3.68% 3.68% 74 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 460,368 24,385 0.1% 0.1% 75 0 0.0% Q2 2026 Aug 14, 2026
UNIQUE WEALTH, LLC History No change 458,867 24,191 2.82% 2.82% 76 0 0.0% Q2 2026 Jul 21, 2026
West Wealth Group, LLC History No change 451,582 23,807 3.89% 3.89% 77 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 445,504 23,486 0.24% 0.24% 78 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 437,840 23,082 0.25% 0.25% 79 0 0.0% Q2 2026 Aug 04, 2026
Greater Midwest Financial Group, LLC History No change 410,397 21,636 10.79% 10.79% 80 0 0.0% Q2 2026 Jul 15, 2026
Trek Financial, LLC History No change 405,645 21,385 1.06% 1.06% 81 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 397,817 20,972 1.39% 1.39% 82 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 397,268 20,943 0.18% 0.18% 83 0 0.0% Q2 2026 Jul 27, 2026
Shah Wealth Advisors, LLC History No change 391,169 20,622 4.76% 4.76% 84 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 387,287 20,417 0.31% 0.31% 85 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 386,933 20,399 2.71% 2.71% 86 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 384,247 20,257 2.55% 2.55% 87 0 0.0% Q2 2026 Jul 23, 2026
Keystone Financial Group History No change 377,921 19,923 1.18% 1.18% 88 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 364,081 19,194 0.15% 0.15% 89 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 382,368 18,926 2.49% 2.49% 90 0 0.0% Q2 2026 Jul 22, 2026
KWB Wealth History No change 357,164 18,829 1.61% 1.61% 91 0 0.0% Q2 2026 Jul 10, 2026
Modern Wealth Management, LLC History No change 355,654 18,750 0.22% 0.22% 92 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 341,560 18,007 1.73% 1.73% 93 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 337,302 17,782 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 05, 2026
SteelPeak Wealth, LLC History No change 335,401 17,682 0.46% 0.46% 95 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 328,627 17,325 0.4% 0.4% 96 0 0.0% Q2 2026 Aug 05, 2026
PAX Financial Group, LLC History No change 326,469 17,211 2.56% 2.56% 97 0 0.0% Q2 2026 Aug 05, 2026
CFS Investment Advisory Services, LLC History No change 353,805 16,628 1.11% 1.11% 98 0 0.0% Q2 2026 Jul 16, 2026
EQ LLC History No change 312,275 16,463 4.04% 4.04% 99 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ALLIANCE, LLC History No change 308,224 16,249 1.36% 1.36% 100 0 0.0% Q2 2026 Aug 11, 2026
Almanack Investment Partners, LLC. History No change 307,265 16,199 2.06% 2.06% 101 0 0.0% Q2 2026 Jul 30, 2026
Physician Wealth Advisors, Inc. History No change 305,913 16,127 1.93% 1.93% 102 0 0.0% Q2 2026 Jul 20, 2026
Security Financial Services, INC. History No change 301,712 15,906 2.21% 2.21% 103 0 0.0% Q2 2026 Jul 15, 2026
Detalus Advisors, LLC History No change 301,030 15,870 3.09% 3.09% 104 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 297,104 15,663 0.23% 0.23% 105 0 0.0% Q2 2026 Aug 11, 2026
Blue Edge Capital, LLC History No change 289,873 15,282 1.84% 1.84% 106 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 288,998 15,235 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 288,610 15,215 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 12, 2026
Centerline Wealth Advisors, LLC History No change 286,945 15,127 4.74% 4.74% 109 0 0.0% Q2 2026 Jul 17, 2026
Strategic Blueprint, LLC History No change 283,852 14,964 0.75% 0.75% 110 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 281,972 14,865 0.17% 0.17% 111 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 310,029 14,630 0.1% 0.13% 112 -6,166 -1.95% Q3 2026 Oct 08, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 275,657 14,536 1.47% 1.47% 113 0 0.0% Q2 2026 Sep 02, 2026
BEACON FINANCIAL GROUP History No change 271,272 14,301 1.3% 1.3% 114 0 0.0% Q2 2026 Jul 16, 2026
MCMORGAN & CO LLC History No change 268,644 14,162 2.13% 2.13% 115 0 0.0% Q2 2026 Aug 13, 2026
Kelly Financial Services LLC History No change 268,572 14,159 3.03% 3.03% 116 0 0.0% Q2 2026 Jul 14, 2026
Embree Financial Group History No change 264,731 13,956 1.4% 1.4% 117 0 0.0% Q2 2026 Jul 15, 2026
Cardinal Strategic Wealth Guidance History No change 261,414 13,781 3.12% 3.12% 118 0 0.0% Q2 2026 Jul 30, 2026
One Wealth Advisors, LLC History No change 260,734 13,745 1.52% 1.52% 119 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 260,353 13,725 0.26% 0.26% 120 0 0.0% Q2 2026 Aug 14, 2026
Buttonwood Financial Group, LLC History No change 258,723 13,639 7.79% 7.79% 121 0 0.0% Q2 2026 Jul 30, 2026
Oak Barrel Wealth Advisory LLC History No change 252,580 13,316 5.88% 5.88% 122 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 270,562 13,290 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Services History No change 248,027 13,075 3.37% 3.37% 124 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Group, LLC History No change 239,665 12,635 0.75% 0.75% 125 0 0.0% Q2 2026 Jul 27, 2026
Brookstone Capital Management History No change 238,544 12,576 0.13% 0.13% 126 0 0.0% Q2 2026 Jul 15, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 235,240 12,401 3.52% 3.52% 127 0 0.0% Q2 2026 Jul 24, 2026
Midwest Capital Advisors, LLC History No change 234,379 12,356 5.02% 5.02% 128 0 0.0% Q2 2026 Jul 28, 2026
Kilter Group LLC History No change 227,170 11,976 4.34% 4.34% 129 0 0.0% Q2 2026 Aug 11, 2026
Storen Legacy Partners, LLC History No change 226,766 11,955 3.26% 3.26% 130 0 0.0% Q2 2026 Jul 17, 2026
Cypress Wealth Services, LLC History No change 223,091 11,761 1.44% 1.44% 131 0 0.0% Q2 2026 Jul 10, 2026
Fifth Third Wealth Advisors LLC History No change 219,874 11,591 0.32% 0.32% 132 0 0.0% Q2 2026 Jul 17, 2026
Golden State Wealth Management, LLC History No change 217,958 11,490 1.05% 1.05% 133 0 0.0% Q2 2026 Jul 22, 2026
Avid Wealth Partners LLC History No change 214,928 11,330 5.49% 5.49% 134 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 213,884 11,275 0.12% 0.12% 135 0 0.0% Q2 2026 Jul 28, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 212,817 11,219 6.83% 6.83% 136 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Management, LLC History No change 211,985 11,175 3.82% 3.82% 137 0 0.0% Q2 2026 Jul 07, 2026
ONE Advisory Partners, LLC History No change 209,669 11,053 3.01% 3.01% 138 0 0.0% Q2 2026 Jul 21, 2026
ShoreHaven Wealth Partners, LLC History No change 208,852 11,010 3.46% 3.46% 139 0 0.0% Q2 2026 Jul 14, 2026
SWMG, LLC History No change 230,059 10,732 2.53% 2.53% 140 0 0.0% Q2 2026 Jul 15, 2026
Legacy Financial Group LLC History No change 203,565 10,731 1.21% 1.21% 141 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 203,415 10,724 0.86% 0.86% 142 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 202,869 10,695 2.41% 2.41% 143 0 0.0% Q2 2026 Aug 10, 2026
Stokes Family Office, LLC History No change 197,710 10,423 1.22% 1.22% 144 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 197,643 10,419 0.54% 0.54% 145 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 197,056 10,388 0.62% 0.62% 146 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 217,012 10,353 0.02% 0.02% 147 0 0.0% Q2 2026 Jul 15, 2026
Summit Financial, LLC History No change 194,981 10,279 0.11% 0.11% 148 0 0.0% Q2 2026 Aug 12, 2026
Plancorp, LLC History No change 219,427 9,966 0.24% 0.24% 149 0 0.0% Q2 2026 Jul 14, 2026
Frisch Financial Group, Inc. History No change 187,848 9,903 1.7% 1.7% 150 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 186,844 9,850 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
EWA, LLC History No change 186,666 9,841 1.8% 1.8% 152 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 185,588 9,784 2.37% 2.37% 153 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 209,497 9,703 0.16% 0.16% 154 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History Added to 200,863 9,601 2.18% 2.34% 155 +27,849 16.1% Q3 2026 Oct 08, 2026
Able Wealth Management LLC History No change 179,867 9,482 2.18% 2.18% 156 0 0.0% Q2 2026 Jul 29, 2026
Mutual Advisors, LLC History No change 175,763 9,266 0.17% 0.17% 157 0 0.0% Q2 2026 Aug 14, 2026
WJ Wealth Management, LLC History No change 174,181 9,182 3.62% 3.62% 158 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 173,307 9,136 0.11% 0.11% 159 0 0.0% Q2 2026 Jul 22, 2026
Vertex Planning Partners, LLC History No change 171,060 9,018 1.34% 1.34% 160 0 0.0% Q2 2026 Aug 14, 2026
Bay Harbor Wealth Management, LLC History No change 167,937 8,853 2.04% 2.04% 161 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 210,977 8,850 0.15% 0.15% 162 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 210,977 8,850 0.15% 0.15% 163 0 0.0% Q2 2026 Jul 29, 2026
JT Stratford LLC History No change 167,819 8,847 0.97% 0.97% 164 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 165,760 8,738 0.18% 0.18% 165 0 0.0% Q2 2026 Jul 29, 2026
Landing Point Financial Group, LLC History No change 165,409 8,720 2.96% 2.96% 166 0 0.0% Q2 2026 Aug 06, 2026
Steelhead Wealth Management LLC History No change 164,474 8,671 3.49% 3.49% 167 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 163,535 8,621 0.89% 0.89% 168 0 0.0% Q2 2026 Jul 16, 2026
Sterling Group Wealth Management, LLC History No change 162,989 8,592 3.53% 3.53% 169 0 0.0% Q2 2026 Aug 03, 2026
Quadrant Private Wealth Management, LLC History No change 160,344 8,453 1.89% 1.89% 170 0 0.0% Q2 2026 Jul 30, 2026
Strategies Wealth Advisors, LLC History No change 158,184 8,339 0.75% 0.75% 171 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 158,068 8,333 0.2% 0.2% 172 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 156,337 8,242 0.8% 0.8% 173 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 154,143 8,126 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
Lineweaver Wealth Advisors, LLC History No change 152,978 8,065 0.95% 0.95% 175 0 0.0% Q2 2026 Jul 09, 2026
Blue Trust, Inc. History No change 152,995 8,065 0.08% 0.08% 176 0 0.0% Q2 2026 Jul 21, 2026
TSA Wealth Managment LLC History No change 147,814 7,792 2.2% 2.2% 177 0 0.0% Q2 2026 Aug 03, 2026
LINCOLN CAPITAL CORP History No change 146,697 7,733 2.51% 2.51% 178 0 0.0% Q2 2026 Jul 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 142,192 7,496 0.14% 0.14% 179 0 0.0% Q2 2026 Jul 15, 2026
FINANCIAL LIFE ADVISORS History No change 140,257 7,394 2.1% 2.1% 180 0 0.0% Q2 2026 Jul 28, 2026
Beacon Bridge Wealth Partners, LLC History No change 139,883 7,374 2.1% 2.1% 181 0 0.0% Q2 2026 Aug 05, 2026
StoneCrest Wealth Management, Inc. History No change 139,683 7,364 2.35% 2.35% 182 0 0.0% Q2 2026 Jul 09, 2026
WealthShield Partners, LLC History No change 139,150 7,335 1.12% 1.12% 183 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 138,850 7,320 0.14% 0.14% 184 0 0.0% Q2 2026 Aug 12, 2026
Elevated Financial Group LLC History No change 137,765 7,262 1.99% 1.99% 185 0 0.0% Q2 2026 Jul 22, 2026
Beacon Capital Management, LLC History No change 137,458 7,246 1.06% 1.06% 186 0 0.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 135,112 7,123 1.61% 1.61% 187 0 0.0% Q2 2026 Aug 13, 2026
J.E. Simmons & Co., P.C. History No change 134,090 7,069 3.98% 3.98% 188 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 131,810 6,949 0.23% 0.23% 189 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 131,507 6,933 1.93% 1.93% 190 0 0.0% Q2 2026 Aug 10, 2026
Keebeck Wealth Management History No change 130,289 6,868 0.67% 0.67% 191 0 0.0% Q2 2026 Aug 11, 2026
Central Pacific Bank - Trust Division History Added to 144,867 6,836 0.72% 0.73% 192 +8,168 5.98% Q3 2026 Oct 05, 2026
Mayflower Financial Advisors, LLC History No change 126,871 6,688 0.58% 0.58% 193 0 0.0% Q2 2026 Jul 09, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 202,464 6,671 0.83% 0.83% 194 0 0.0% Q2 2026 Aug 05, 2026
Berbice Capital Management LLC History No change 126,228 6,654 3.44% 3.44% 195 0 0.0% Q2 2026 Jul 23, 2026
Town Capital LLC History No change 126,199 6,653 4.22% 4.22% 196 0 0.0% Q2 2026 Jul 27, 2026
Peak Wealth Management LLC History No change 126,148 6,650 4.67% 4.67% 197 0 0.0% Q2 2026 Jul 14, 2026
Integras Partners LLC History No change 125,555 6,619 3.65% 3.65% 198 0 0.0% Q2 2026 Jul 24, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 125,388 6,610 1.61% 1.61% 199 0 0.0% Q2 2026 Aug 14, 2026
Skyline Advisors, Inc. History No change 123,161 6,493 2.04% 2.04% 200 0 0.0% Q2 2026 Jul 20, 2026
Hobbs Wealth Management, LLC History No change 122,585 6,462 5.46% 5.46% 201 0 0.0% Q2 2026 Aug 06, 2026
Sovran Advisors, LLC History No change 161,569 6,422 0.48% 0.48% 202 0 0.0% Q2 2026 Jul 29, 2026
Founders Financial Alliance, LLC History No change 121,741 6,418 0.85% 0.85% 203 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Advisory Services, LLC History No change 121,383 6,399 0.13% 0.13% 204 0 0.0% Q2 2026 Aug 14, 2026
Cobblestone Asset Management LLC History No change 116,084 6,119 2.55% 2.55% 205 0 0.0% Q2 2026 Jul 21, 2026
Daviman Financial, LLC History No change 115,889 6,109 3.37% 3.37% 206 0 0.0% Q2 2026 Jul 24, 2026
A4 Wealth Advisors LLC History No change 115,680 6,098 4.04% 4.04% 207 0 0.0% Q2 2026 Jul 28, 2026
Intelligence Driven Advisers, LLC History Reduced 127,348 6,009 1.04% 1.12% 208 -3,518 -2.69% Q3 2026 Oct 09, 2026
VestGen Advisors, LLC History No change 113,997 6,009 0.18% 0.18% 209 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 111,967 5,902 0.18% 0.18% 210 0 0.0% Q2 2026 Jul 09, 2026
Empowered Funds, LLC History No change 111,543 5,880 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 110,614 5,831 0.04% 0.04% 212 0 0.0% Q2 2026 Aug 14, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 110,311 5,815 1.37% 1.37% 213 0 0.0% Q2 2026 Jul 16, 2026
Maia Wealth LLC History No change 110,016 5,800 0.85% 0.85% 214 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 111,497 5,564 0.27% 0.27% 215 0 0.0% Q2 2026 Jul 28, 2026
SigFig Wealth Management, LLC History Added to 117,149 5,528 0.14% 0.15% 216 +3,681 3.24% Q3 2026 Oct 07, 2026
WCG Wealth Advisors LLC History No change 104,274 5,497 0.13% 0.13% 217 0 0.0% Q2 2026 Aug 14, 2026
Daybright Advisory Services, Inc. History No change 132,710 5,486 1.31% 1.31% 218 0 0.0% Q2 2026 Aug 04, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 103,328 5,447 1.53% 1.53% 219 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 102,669 5,412 0.18% 0.18% 220 0 0.0% Q2 2026 Aug 06, 2026
M1 Capital Management LLC History No change 100,669 5,307 1.96% 1.96% 221 0 0.0% Q2 2026 Aug 11, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 99,422 5,241 0.97% 0.97% 222 0 0.0% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History No change 97,900 5,161 0.37% 0.37% 223 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 97,298 5,129 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 03, 2026
CORE WEALTH ADVISORS, LLC History No change 97,213 5,125 3.78% 3.78% 225 0 0.0% Q2 2026 Aug 04, 2026
LiftPoint Family Wealth Advisors LLC History No change 96,462 5,085 3.45% 3.45% 226 0 0.0% Q2 2026 Aug 05, 2026
Polaris Investment Advisors, LLC History No change 93,827 4,946 3.17% 3.17% 227 0 0.0% Q2 2026 Jul 09, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 148,946 4,907 2.79% 2.79% 228 0 0.0% Q2 2026 Aug 19, 2026
TWO SIGMA INVESTMENTS, LP History No change 93,000 4,902 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 92,546 4,879 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 19, 2026
Cyndeo Wealth Partners, LLC History No change 89,188 4,701 0.22% 0.22% 231 0 0.0% Q2 2026 Jul 21, 2026
SWP FINANCIAL LLC History No change 88,631 4,672 2.16% 2.16% 232 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 87,776 4,627 0.08% 0.08% 233 0 0.0% Q2 2026 Jul 21, 2026
EHRLICH FINANCIAL GROUP History No change 87,103 4,592 2.36% 2.36% 234 0 0.0% Q2 2026 Jul 09, 2026
CoreCap Advisors, LLC History Added to 96,447 4,551 0.13% 0.12% 235 +16,988 21.38% Q3 2026 Oct 08, 2026
HARBOUR INVESTMENTS, INC. History No change 85,425 4,503 0.06% 0.06% 236 0 0.0% Q2 2026 Aug 12, 2026
Pinion Investment Advisors, LLC History No change 85,353 4,499 0.85% 0.85% 237 0 0.0% Q2 2026 Aug 06, 2026
Spectrum Planning & Advisory Services Inc. History No change 84,801 4,470 2.0% 2.0% 238 0 0.0% Q2 2026 Jul 14, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 83,711 4,413 3.74% 3.74% 239 0 0.0% Q2 2026 Aug 03, 2026
Centurion Wealth Management LLC History No change 83,628 4,408 1.05% 1.05% 240 0 0.0% Q2 2026 Jul 09, 2026
Redhawk Wealth Advisors, Inc. History No change 83,278 4,390 0.43% 0.43% 241 0 0.0% Q2 2026 Jul 09, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 82,900 4,370 1.09% 1.09% 242 0 0.0% Q2 2026 Jul 24, 2026
Tradition Wealth Management, LLC History No change 82,465 4,347 0.27% 0.27% 243 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 82,204 4,333 0.67% 0.67% 244 0 0.0% Q2 2026 Aug 10, 2026
Bedminster, LLC History No change 81,779 4,311 3.68% 3.68% 245 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 81,439 4,293 0.17% 0.17% 246 0 0.0% Q2 2026 Aug 10, 2026
Lantz Financial LLC History No change 81,318 4,287 0.78% 0.78% 247 0 0.0% Q2 2026 Jul 09, 2026
Balefire, LLC History Added to 90,577 4,274 0.67% 0.48% 248 +34,362 61.13% Q3 2026 Oct 09, 2026
PFG Advisors History No change 79,544 4,193 0.21% 0.21% 249 0 0.0% Q2 2026 Jul 16, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 78,515 4,139 0.65% 0.65% 250 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Planning Group LLC History No change 90,499 4,098 0.52% 0.52% 251 0 0.0% Q2 2026 Jul 29, 2026
ASHTON THOMAS SECURITIES, LLC History No change 77,123 4,065 0.6% 0.6% 252 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 76,672 4,042 0.43% 0.43% 253 0 0.0% Q2 2026 Jul 29, 2026
VERUS CAPITAL PARTNERS, LLC History No change 75,283 3,968 0.21% 0.21% 254 0 0.0% Q2 2026 Aug 06, 2026
FFG RETIREMENT ADVISORS LLC History No change 73,966 3,899 2.06% 2.06% 255 0 0.0% Q2 2026 Jul 09, 2026
Braun-Bostich & Associates Inc. History No change 73,453 3,872 2.16% 2.16% 256 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 71,603 3,774 0.23% 0.23% 257 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 71,230 3,755 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 70,182 3,699 0.37% 0.37% 259 0 0.0% Q2 2026 Jul 21, 2026
Intentional Wealth Strategies, LLC History No change 69,172 3,646 3.42% 3.42% 260 0 0.0% Q2 2026 Jul 28, 2026
Emergent Wealth Advisors, LLC History Added to 76,968 3,632 1.9% 0.48% 261 +65,169 552.33% Q3 2026 Oct 08, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 68,712 3,622 1.73% 1.73% 262 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Partners, LLC History No change 67,570 3,562 0.51% 0.51% 263 0 0.0% Q2 2026 Aug 03, 2026
Gilbert Capital Group, Inc. History No change 66,769 3,520 2.47% 2.47% 264 0 0.0% Q2 2026 Jul 13, 2026
Shared Vision Wealth Group LLC History No change 65,784 3,468 1.19% 1.19% 265 0 0.0% Q2 2026 Jul 31, 2026
Merkkuri Wealth Advisors LLC History No change 65,459 3,450 2.14% 2.14% 266 0 0.0% Q2 2026 Jul 27, 2026
Hyposwiss Advisors SA History No change 64,950 3,424 3.24% 3.24% 267 0 0.0% Q2 2026 Jul 21, 2026
Tyche Wealth Partners LLC History No change 64,680 3,409 0.48% 0.48% 268 0 0.0% Q2 2026 Aug 06, 2026
B.O.S.S. Retirement Advisors, LLC History No change 64,656 3,408 0.92% 0.92% 269 0 0.0% Q2 2026 Jul 20, 2026
Advus Financial Partners, LLC History No change 62,543 3,297 0.94% 0.94% 270 0 0.0% Q2 2026 Oct 02, 2026
Redwood Investment Management, LLC History No change 61,488 3,242 0.32% 0.32% 271 0 0.0% Q2 2026 Aug 14, 2026
Family Manage LLC History No change 60,963 3,213 0.33% 0.33% 272 0 0.0% Q2 2026 Aug 14, 2026
Hoxton Planning & Management, LLC History No change 60,588 3,194 0.83% 0.83% 273 0 0.0% Q2 2026 Jul 16, 2026
Sageworth Trust Co History No change 60,203 3,173 0.13% 0.13% 274 0 0.0% Q2 2026 Jul 28, 2026
Hopwood Nicholas Hunter History No change 59,727 3,148 0.86% 0.86% 275 0 0.0% Q2 2026 Aug 14, 2026
BETO FINANCIAL GROUP, LLC History No change 73,653 3,144 1.65% 1.65% 276 0 0.0% Q2 2026 Aug 07, 2026
Portfolio Resources Advisor Group, Inc. History No change 59,611 3,142 2.66% 2.66% 277 0 0.0% Q2 2026 Jul 29, 2026
Wealth Quarterback LLC History No change 59,414 3,132 0.97% 0.97% 278 0 0.0% Q2 2026 Jul 27, 2026
May Hill Capital, LLC History No change 57,579 3,035 0.63% 0.63% 279 0 0.0% Q2 2026 Aug 07, 2026
Chatterton & Associates Inc. History No change 62,697 3,012 1.77% 1.77% 280 0 0.0% Q2 2026 Jul 14, 2026
RFG Advisory, LLC History No change 56,884 2,998 0.05% 0.05% 281 0 0.0% Q2 2026 Jul 15, 2026
Commonwealth Retirement Investments LLC History No change 55,411 2,921 0.79% 0.79% 282 0 0.0% Q2 2026 Aug 03, 2026
Bull Harbor Capital LLC History No change 55,245 2,912 0.57% 0.57% 283 0 0.0% Q2 2026 Aug 10, 2026
NWF Advisory Services Inc. History No change 54,565 2,876 0.27% 0.27% 284 0 0.0% Q2 2026 Jul 29, 2026
Barnes Wealth Management Group, Inc History No change 54,289 2,862 1.32% 1.32% 285 0 0.0% Q2 2026 Jul 24, 2026
Van Hulzen Asset Management, LLC History No change 53,669 2,829 0.2% 0.2% 286 0 0.0% Q2 2026 Aug 13, 2026
WealthPoint Financial, LLC History No change 53,602 2,825 2.06% 2.06% 287 0 0.0% Q2 2026 Aug 06, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 52,277 2,756 0.89% 0.89% 288 0 0.0% Q2 2026 Jul 15, 2026
WEALTHGARDEN F.S. LLC History No change 52,073 2,745 1.56% 1.56% 289 0 0.0% Q2 2026 Jul 31, 2026
THEORY FINANCIAL LLC History No change 51,700 2,725 0.86% 0.86% 290 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 51,051 2,691 0.02% 0.02% 291 0 0.0% Q2 2026 Jul 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 50,748 2,675 0.1% 0.1% 292 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 50,623 2,668 0.09% 0.09% 293 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History Reduced 55,989 2,642 1.4% 1.66% 294 -1,147 -2.01% Q3 2026 Oct 07, 2026
Integrity Advisory Solutions, LLC History No change 49,350 2,601 0.27% 0.27% 295 0 0.0% Q2 2026 Jul 31, 2026
BENJAMIN EDWARDS INC History No change 48,968 2,581 0.02% 0.02% 296 0 0.0% Q2 2026 Jul 24, 2026
Davis Wealth Advisors, LLC History No change 47,904 2,525 1.95% 1.95% 297 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 47,843 2,522 0.1% 0.1% 298 0 0.0% Q2 2026 Jul 22, 2026
WealthTrak Capital Management LLC History No change 47,371 2,497 1.64% 1.64% 299 0 0.0% Q2 2026 Aug 04, 2026
Armor Investment Advisors, LLC History No change 47,345 2,496 0.8% 0.8% 300 0 0.0% Q2 2026 Aug 04, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 47,339 2,495 1.32% 1.32% 301 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 47,329 2,495 0.08% 0.08% 302 0 0.0% Q2 2026 Jul 17, 2026
B. Riley Wealth Advisors, Inc. History No change 47,983 2,439 0.13% 0.13% 303 0 0.0% Q2 2026 Jul 14, 2026
XY Planning Network, Inc. History No change 46,018 2,426 0.3% 0.3% 304 0 0.0% Q2 2026 Jul 14, 2026
BLALOCK WILLIAMS, LLC History No change 45,810 2,415 1.57% 1.57% 305 0 0.0% Q2 2026 Aug 07, 2026
Venturi Wealth Management, LLC History No change 45,617 2,404 0.09% 0.09% 306 0 0.0% Q2 2026 Jul 20, 2026
Ridgeline Wealth Planning, LLC History No change 45,239 2,384 1.51% 1.51% 307 0 0.0% Q2 2026 Jul 24, 2026
AQR CAPITAL MANAGEMENT LLC History No change 44,977 2,371 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 44,786 2,361 0.44% 0.44% 309 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 43,747 2,306 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 06, 2026
NORTHLAND SECURITIES, INC. History No change 43,375 2,286 1.33% 1.33% 311 0 0.0% Q2 2026 Aug 04, 2026
LifePlan Investment Advisors, Inc. History No change 42,949 2,264 0.78% 0.78% 312 0 0.0% Q2 2026 Aug 11, 2026
WealthPLAN Partners, LLC History No change 41,910 2,209 0.42% 0.42% 313 0 0.0% Q2 2026 Jul 28, 2026
ZENITH SOLUTIONS, INC. History No change 41,262 2,175 1.97% 1.97% 314 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 41,234 2,173 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 39,879 2,102 0.41% 0.41% 316 0 0.0% Q2 2026 Jul 22, 2026
LEIGH BALDWIN & CO., LLC History No change 39,709 2,093 1.13% 1.13% 317 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 39,244 2,068 0.25% 0.25% 318 0 0.0% Q2 2026 Aug 11, 2026
Vantage Point Financial LLC History No change 38,844 2,047 0.62% 0.62% 319 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 38,696 2,040 0.1% 0.1% 320 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 38,639 2,037 0.02% 0.02% 321 0 0.0% Q2 2026 Aug 18, 2026
NATIXIS ADVISORS, LLC History No change 38,259 2,017 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 37,993 2,002 0.08% 0.08% 323 0 0.0% Q2 2026 Jul 23, 2026
BCU Wealth Advisors, LLC History No change 37,305 1,966 0.65% 0.65% 324 0 0.0% Q2 2026 Jul 14, 2026
Sanchez Gaunt Capital Management, LLC History No change 36,238 1,910 1.07% 1.07% 325 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 35,826 1,888 0.03% 0.03% 326 0 0.0% Q2 2026 Jul 20, 2026
Savvy Advisors, Inc. History No change 35,474 1,870 0.04% 0.04% 327 0 0.0% Q2 2026 Aug 03, 2026
OMNI 360 Wealth, Inc. History No change 35,105 1,850 0.85% 0.85% 328 0 0.0% Q2 2026 Jul 13, 2026
Clear Creek Financial Management, LLC History No change 35,076 1,849 0.12% 0.12% 329 0 0.0% Q2 2026 Jul 27, 2026
Gotham Asset Management, LLC History No change 34,898 1,839 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 34,300 1,808 0.0% 0.0% 331 0 0.0% Q2 2026 Sep 02, 2026
ARWA LLC History No change 41,696 1,798 0.75% 0.75% 332 0 0.0% Q2 2026 Jul 24, 2026
Creative Planning History No change 33,849 1,784 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 33,567 1,769 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 11, 2026
J.M. Arbour, LLC History No change 33,480 1,765 1.52% 1.52% 335 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 34,174 1,737 0.06% 0.06% 336 0 0.0% Q2 2026 Aug 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 32,385 1,707 0.03% 0.03% 337 0 0.0% Q2 2026 Jul 14, 2026
KM Capital Management Ltd. History No change 31,935 1,683 0.79% 0.79% 338 0 0.0% Q2 2026 Aug 14, 2026
Global View Capital Management LLC History No change 31,599 1,665 0.34% 0.34% 339 0 0.0% Q2 2026 Jul 23, 2026
Compound Planning, Inc. History No change 31,423 1,656 0.04% 0.04% 340 0 0.0% Q2 2026 Aug 04, 2026
PUREfi Wealth, LLC History No change 31,414 1,656 0.91% 0.91% 341 0 0.0% Q2 2026 Jul 27, 2026
Horizon Wealth Management, LLC History No change 31,048 1,636 0.21% 0.21% 342 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 30,976 1,633 0.13% 0.13% 343 0 0.0% Q2 2026 Jul 28, 2026
WNY Asset Management, LLC History No change 30,941 1,631 0.15% 0.15% 344 0 0.0% Q2 2026 Aug 17, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 30,780 1,622 1.18% 1.18% 345 0 0.0% Q2 2026 Jul 24, 2026
SUTTON PLACE INVESTORS LLC History No change 30,009 1,582 0.77% 0.77% 346 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Management, Inc. History No change 29,915 1,577 0.48% 0.48% 347 0 0.0% Q2 2026 Jul 15, 2026
Cardinal Point Capital Management ULC History No change 29,739 1,567 0.09% 0.09% 348 0 0.0% Q2 2026 Jul 14, 2026
Alta Wealth Advisors LLC History No change 29,721 1,566 0.42% 0.42% 349 0 0.0% Q2 2026 Jul 30, 2026
CENTAURUS FINANCIAL, INC. History No change 29,672 1,564 0.06% 0.06% 350 0 0.0% Q2 2026 Aug 17, 2026
SMART Wealth LLC History No change 29,459 1,553 0.33% 0.33% 351 0 0.0% Q2 2026 Aug 05, 2026
TritonPoint Partners, LLC History No change 29,242 1,541 0.13% 0.13% 352 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 28,926 1,524 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
First Heartland Consultants, Inc. History Reduced 31,523 1,487 0.1% 0.12% 354 -2,328 -6.88% Q3 2026 Oct 08, 2026
Interchange Capital Partners, LLC History No change 28,111 1,482 0.28% 0.28% 355 0 0.0% Q2 2026 Jul 20, 2026
Tidal Investments LLC History No change 27,796 1,465 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
REGIMEN WEALTH, LLC History No change 27,733 1,460 0.39% 0.39% 357 0 0.0% Q2 2026 Aug 05, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 27,497 1,449 1.04% 1.04% 358 0 0.0% Q2 2026 Jul 31, 2026
BlackDiamond Wealth Management, LLC History No change 32,684 1,445 0.58% 0.58% 359 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 27,206 1,434 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 05, 2026
Traveka Wealth, LLC History No change 27,172 1,432 0.48% 0.48% 361 0 0.0% Q2 2026 Jul 21, 2026
Sigma Planning Corp History No change 27,154 1,431 0.04% 0.04% 362 0 0.0% Q2 2026 Aug 07, 2026
Magnolia Private Wealth, LLC History No change 26,649 1,404 0.77% 0.77% 363 0 0.0% Q2 2026 Aug 05, 2026
KICKSTAND VENTURES, LLC. History No change 26,469 1,395 0.25% 0.25% 364 0 0.0% Q2 2026 Jul 30, 2026
Sovereign Financial Group, Inc. History No change 26,095 1,375 0.21% 0.21% 365 0 0.0% Q2 2026 Jul 24, 2026
Third View Private Wealth, LLC History No change 25,977 1,369 0.17% 0.17% 366 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 25,930 1,367 0.12% 0.12% 367 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 25,824 1,361 0.27% 0.27% 368 0 0.0% Q2 2026 Aug 05, 2026
D. E. Shaw & Co., Inc. History No change 25,774 1,358 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL PLANNING, INC History No change 25,679 1,353 0.46% 0.46% 370 0 0.0% Q2 2026 Aug 06, 2026
Brookwood Investment Group LLC History No change 25,510 1,344 0.15% 0.15% 371 0 0.0% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 25,173 1,327 0.07% 0.07% 372 0 0.0% Q2 2026 Jul 10, 2026
WELLS FARGO & COMPANY/MN History No change 25,152 1,326 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 25,029 1,319 0.18% 0.18% 374 0 0.0% Q2 2026 Jul 20, 2026
Asempa Wealth Advisors History Reduced 27,490 1,314 1.0% 1.2% 375 -2,950 -9.69% Q3 2026 Oct 07, 2026
W ADVISORS, LLC History No change 24,852 1,310 0.6% 0.6% 376 0 0.0% Q2 2026 Jul 31, 2026
Fairvoy Private Wealth, LLC History No change 24,609 1,297 0.26% 0.26% 377 0 0.0% Q2 2026 Jul 17, 2026
EFG International AG History No change 24,573 1,295 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 24,548 1,294 0.06% 0.06% 379 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE CLIENT SERVICES, LLC History New 27,240 1,285 0.35% — 380 +27,240 New Q3 2026 Oct 02, 2026
Arkadios Wealth Advisors History No change 24,190 1,275 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 10, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 23,948 1,262 0.01% 0.01% 382 0 0.0% Q2 2026 Sep 23, 2026
Vantus Wealth LLC History No change 23,906 1,260 0.68% 0.68% 383 0 0.0% Q2 2026 Aug 07, 2026
DecisionMap Wealth Management, LLC History No change 23,811 1,255 0.7% 0.7% 384 0 0.0% Q2 2026 Jul 21, 2026
M Holdings Securities, Inc. History No change 24,543 1,236 0.17% 0.17% 385 0 0.0% Q2 2026 Aug 11, 2026
Raleigh Capital Management Inc. History No change 23,341 1,230 0.39% 0.39% 386 0 0.0% Q2 2026 Jul 21, 2026
Unify Financial Advisors History No change 23,054 1,215 1.12% 1.12% 387 0 0.0% Q2 2026 Jul 21, 2026
Optivise Advisory Services LLC History No change 22,932 1,208 0.61% 0.61% 388 0 0.0% Q2 2026 Jul 13, 2026
Joel Isaacson & Co., LLC History No change 22,701 1,196 0.03% 0.03% 389 0 0.0% Q2 2026 Aug 04, 2026
Arsenal Capital Advisors LLC History No change 22,632 1,193 0.7% 0.7% 390 0 0.0% Q2 2026 Aug 11, 2026
BridgePort Financial Solutions, LLC History No change 22,554 1,189 0.3% 0.3% 391 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 22,166 1,169 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 28, 2026
Arcadia Wealth Management, LLC History No change 21,990 1,159 0.36% 0.36% 393 0 0.0% Q2 2026 Jul 20, 2026
Accelerate Investment Advisors LLC History No change 21,284 1,122 0.64% 0.64% 394 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 21,037 1,109 0.06% 0.06% 395 0 0.0% Q2 2026 Aug 04, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 21,033 1,108 0.64% 0.64% 396 0 0.0% Q2 2026 Jul 15, 2026
FWG Investments, LLC. History No change 20,994 1,106 0.59% 0.59% 397 0 0.0% Q2 2026 Jul 28, 2026
Two West Capital Advisors LLC History No change 25,825 1,102 0.55% 0.55% 398 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Management History No change 20,831 1,098 1.16% 1.16% 399 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 20,707 1,091 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 03, 2026
Lifeworks Advisors, LLC History No change 20,574 1,084 0.11% 0.11% 401 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 20,377 1,074 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 07, 2026
RDA Financial Network History No change 20,319 1,071 0.23% 0.23% 403 0 0.0% Q2 2026 Jul 06, 2026
Spire Wealth Management History No change 19,799 1,043 0.03% 0.03% 404 0 0.0% Q2 2026 Jul 15, 2026
Argent Trust Co History No change 18,915 997 0.03% 0.03% 405 0 0.0% Q2 2026 Aug 06, 2026
Lantern Wealth Advisors, LLC History No change 18,880 995 0.46% 0.46% 406 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 20,945 988 0.03% 0.08% 407 -31,065 -59.73% Q3 2026 Oct 08, 2026
Gladstone Institutional Advisory LLC History No change 18,605 980 0.03% 0.03% 408 0 0.0% Q2 2026 Jul 27, 2026
GWN SECURITIES INC. History No change 18,452 972 0.16% 0.16% 409 0 0.0% Q2 2026 Aug 05, 2026
Formidable Asset Management, LLC History No change 29,458 970 0.15% 0.15% 410 0 0.0% Q2 2026 Jul 17, 2026
Latitude Advisors, LLC History No change 18,399 969 0.39% 0.39% 411 0 0.0% Q2 2026 Jul 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 18,395 969 0.35% 0.35% 412 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History Reduced 20,337 968 0.04% 0.07% 413 -9,368 -31.54% Q3 2026 Oct 09, 2026
Global Wealth Strategies & Associates History Reduced 20,408 963 0.18% 0.21% 414 -274 -1.32% Q3 2026 Oct 01, 2026
DAVENPORT & Co LLC History No change 18,264 962 0.0% 0.0% 415 0 0.0% Q2 2026 Jul 13, 2026
Wealthcare Advisory Partners LLC History No change 18,244 961 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 09, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 18,073 952 0.09% 0.09% 417 0 0.0% Q2 2026 Jul 22, 2026
Cassilly Financial Group LLC History Reduced 19,896 938 0.63% 0.84% 418 -2,147 -9.74% Q3 2026 Oct 07, 2026
Lloyd Advisory Services, LLC. History No change 17,110 902 0.35% 0.35% 419 0 0.0% Q2 2026 Aug 07, 2026
MKT Advisors LLC History No change 19,757 900 0.28% 0.28% 420 0 0.0% Q2 2026 Jul 09, 2026
GatePass Capital, LLC History No change 16,895 890 0.34% 0.34% 421 0 0.0% Q2 2026 Jul 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 16,644 877 0.06% 0.06% 422 0 0.0% Q2 2026 Aug 04, 2026
Grange Capital, LLC History No change 16,363 862 0.79% 0.79% 423 0 0.0% Q2 2026 Jul 28, 2026
Avantra Family Wealth, Inc. History No change 16,337 861 0.55% 0.55% 424 0 0.0% Q2 2026 Jul 29, 2026
Semus Wealth Partners LLC History No change 16,057 846 0.41% 0.41% 425 0 0.0% Q2 2026 Aug 10, 2026
Aspire Private Capital, LLC History No change 16,031 845 0.17% 0.17% 426 0 0.0% Q2 2026 Jul 15, 2026
Vision Retirement, LLC History No change 16,014 844 0.2% 0.2% 427 0 0.0% Q2 2026 Jul 21, 2026
Resurgent Financial Advisors LLC History No change 15,292 806 0.22% 0.22% 428 0 0.0% Q2 2026 Aug 14, 2026
Wealth Watch Advisors, INC History No change 15,256 804 0.26% 0.26% 429 0 0.0% Q2 2026 Aug 14, 2026
DV EQUITIES, LLC History No change 14,937 787 0.11% 0.11% 430 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 14,881 784 0.16% 0.16% 431 0 0.0% Q2 2026 Jul 17, 2026
CFO4Life Group, LLC History No change 14,828 781 0.11% 0.11% 432 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 14,913 773 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 14,529 765 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
MN Wealth Advisors, LLC History No change 14,462 762 0.32% 0.32% 435 0 0.0% Q2 2026 Jul 23, 2026
Legacy Wealth Partners, LLC History No change 14,282 752 0.17% 0.17% 436 0 0.0% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History No change 14,231 750 0.03% 0.03% 437 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 14,198 748 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 14, 2026
Box Hill Private Wealth LLC History Added to 15,547 733 0.53% 0.62% 439 +896 6.12% Q3 2026 Oct 05, 2026
Solstein Capital, LLC History No change 13,749 724 0.25% 0.25% 440 0 0.0% Q2 2026 Aug 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 13,614 717 0.14% 0.14% 441 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 13,595 716 0.02% 0.02% 442 0 0.0% Q2 2026 Jul 30, 2026
WORLD EQUITY GROUP, INC. History No change 13,566 715 0.16% 0.16% 443 0 0.0% Q2 2026 Jul 09, 2026
MSH Capital Advisors LLC History No change 13,575 715 0.12% 0.12% 444 0 0.0% Q2 2026 Aug 10, 2026
Castleview Partners, LLC History Added to 15,008 708 0.31% 0.28% 445 +2,984 24.82% Q3 2026 Oct 09, 2026
Betterment LLC History No change 13,218 697 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 14, 2026
Imprint Wealth LLC History No change 13,070 689 2.8% 2.8% 447 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 12,962 683 0.12% 0.12% 448 0 0.0% Q2 2026 Aug 04, 2026
Cadia Private Client LLC History No change 12,790 674 0.48% 0.48% 449 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 12,757 672 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 05, 2026
Key Capital Management, INC History No change 12,650 666 0.34% 0.34% 451 0 0.0% Q2 2026 Jul 27, 2026
IPG Investment Advisors LLC History No change 12,612 664 0.1% 0.1% 452 0 0.0% Q2 2026 Aug 12, 2026
SAXON INTERESTS, INC. History No change 12,593 663 0.18% 0.18% 453 0 0.0% Q2 2026 Aug 12, 2026
Yukon Wealth Management, Inc. History No change 12,254 646 0.18% 0.18% 454 0 0.0% Q2 2026 Aug 14, 2026
Crown Wealth Group, LLC History No change 12,140 640 0.16% 0.16% 455 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 12,109 638 0.06% 0.06% 456 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Concepts, LLC History No change 12,067 636 0.19% 0.19% 457 0 0.0% Q2 2026 Jul 27, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 11,528 607 0.16% 0.16% 458 0 0.0% Q2 2026 Jul 09, 2026
Callan Family Office, LLC History No change 11,456 603 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 11, 2026
LexAurum Advisors, LLC History No change 11,389 600 0.07% 0.07% 460 0 0.0% Q2 2026 Jul 15, 2026
Arvest Bank Trust Division History No change 11,088 584 0.03% 0.03% 461 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 11,055 582 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 11,047 582 0.04% 0.04% 463 0 0.0% Q2 2026 Aug 07, 2026
Richardson Capital Management LLC History No change 11,038 581 0.25% 0.25% 464 0 0.0% Q2 2026 Jul 17, 2026
Parkway Wealth Management Group, LLC History No change 10,986 579 0.07% 0.07% 465 0 0.0% Q2 2026 Jul 27, 2026
Kestra Investment Management, LLC History No change 10,881 573 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 05, 2026
McGlone Suttner Wealth Management, Inc. History No change 10,755 567 0.07% 0.07% 467 0 0.0% Q2 2026 Jul 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 10,636 560 0.02% 0.02% 468 0 0.0% Q2 2026 Jul 21, 2026
Harborfront Financial Group LLC History No change 10,627 560 2.11% 2.11% 469 0 0.0% Q2 2026 Aug 07, 2026
Vermillion Wealth Management, Inc. History No change 10,586 558 0.13% 0.13% 470 0 0.0% Q2 2026 Jul 15, 2026
Concorde Asset Management, LLC History No change 10,093 532 0.31% 0.31% 471 0 0.0% Q2 2026 Aug 18, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 10,079 531 0.28% 0.28% 472 0 0.0% Q2 2026 Aug 14, 2026
Spinnaker Investment Group, LLC History No change 10,055 530 0.08% 0.08% 473 0 0.0% Q2 2026 Jul 10, 2026
Cooper Financial Group History Reduced 11,202 528 0.04% 0.05% 474 -72 -0.64% Q3 2026 Oct 07, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 10,018 528 0.81% 0.81% 475 0 0.0% Q2 2026 Jul 16, 2026
Blue Capital, Inc. History No change 10,030 528 0.34% 0.34% 476 0 0.0% Q2 2026 Aug 11, 2026
Advisory Solutions Group, LLC History No change 9,957 524 0.18% 0.18% 477 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 9,791 516 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 9,498 500 0.03% 0.03% 479 0 0.0% Q2 2026 Aug 05, 2026
First Growth Capital LLC History No change 9,393 495 0.38% 0.38% 480 0 0.0% Q2 2026 Jul 16, 2026
XTX Topco Ltd History No change 9,319 491 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management, Inc. History No change 9,225 486 0.31% 0.31% 482 0 0.0% Q2 2026 Jul 16, 2026
Freedom Investment Management, Inc. History No change 9,027 475 0.13% 0.13% 483 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 8,962 472 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 07, 2026
Essex Financial Services, Inc. History No change 8,935 471 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 8,921 470 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 11, 2026
Catalyst Investment Management LLC History No change 8,823 465 0.42% 0.42% 487 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 8,765 462 0.12% 0.12% 488 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 8,727 460 0.05% 0.05% 489 0 0.0% Q2 2026 Jul 09, 2026
Oregon Pacific Wealth Management, LLC History No change 8,692 458 0.43% 0.43% 490 0 0.0% Q2 2026 Jul 22, 2026
Fulcrum Equity Management History No change 8,661 456 0.33% 0.33% 491 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 8,534 449 0.02% 0.02% 492 0 0.0% Q2 2026 Jul 27, 2026
VestGen Investment Management History No change 8,459 445 0.24% 0.24% 493 0 0.0% Q2 2026 Jul 31, 2026
ASL Financial, LLC History No change 8,409 443 0.31% 0.31% 494 0 0.0% Q2 2026 Jul 21, 2026
Moors & Cabot, Inc. History No change 8,221 433 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 10, 2026
South Shore Capital Advisors History No change 8,222 433 0.29% 0.29% 496 0 0.0% Q2 2026 Jul 30, 2026
Beacon Pointe Advisors, LLC History No change 8,139 429 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 18, 2026
RCS Financial Planning, LLC History No change 8,022 422 0.2% 0.2% 498 0 0.0% Q2 2026 Jul 22, 2026
BAM Wealth Management, LLC History No change 7,943 418 0.26% 0.26% 499 0 0.0% Q2 2026 Jul 14, 2026
CASCADE INVESTMENT GROUP, INC. History No change 7,900 416 0.23% 0.23% 500 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History No change 7,859 414 0.16% 0.16% 501 0 0.0% Q2 2026 Aug 05, 2026
Fiscal Wisdom Wealth Management, LLC History No change 7,832 412 0.35% 0.35% 502 0 0.0% Q2 2026 Jul 21, 2026
LongView Wealth Management History No change 7,746 408 0.1% 0.1% 503 0 0.0% Q2 2026 Jul 17, 2026
Quartz Partners, LLC History No change 7,725 407 0.13% 0.13% 504 0 0.0% Q2 2026 Aug 10, 2026
COFG Advisors, LLC History No change 7,688 405 0.07% 0.07% 505 0 0.0% Q2 2026 Aug 14, 2026
Atlas Brown,Inc. History Added to 8,530 402 0.11% 0.09% 506 +2,002 30.67% Q3 2026 Oct 09, 2026
Bison Wealth, LLC History No change 8,231 396 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 07, 2026
BDFS Capital LLC History No change 7,519 396 0.17% 0.17% 508 0 0.0% Q2 2026 Jul 15, 2026
FLP Wealth Management, LLC History No change 7,413 390 0.69% 0.69% 509 0 0.0% Q2 2026 Jul 28, 2026
Waldron Private Wealth LLC History No change 7,389 389 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 7,310 385 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 24, 2026
Financial Management Professionals, Inc. History No change 7,231 381 0.04% 0.04% 512 0 0.0% Q2 2026 Jul 09, 2026
Midwest Financial Network, LLC History No change 7,213 380 0.26% 0.26% 513 0 0.0% Q2 2026 Jul 07, 2026
PKS Advisory Services, LLC History No change 7,145 376 0.06% 0.06% 514 0 0.0% Q2 2026 Aug 04, 2026
Prime Capital Investment Advisors, LLC History No change 7,151 376 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 7,017 369 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,911 364 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 6,862 361 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 04, 2026
Syntegra Private Wealth Group, LLC History No change 6,822 359 0.03% 0.03% 519 0 0.0% Q2 2026 Jul 15, 2026
SEEDS INVESTOR LLC History No change 6,822 359 0.04% 0.04% 520 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 6,794 358 0.09% 0.09% 521 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Family Advisors, LLC History No change 6,683 352 0.15% 0.15% 522 0 0.0% Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History No change 6,684 352 0.03% 0.03% 523 0 0.0% Q2 2026 Jul 17, 2026
Sequent Planning LLC History No change 6,640 350 0.07% 0.07% 524 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 6,599 347 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 06, 2026
Madson Wealth Advisors Inc History No change 6,599 347 0.24% 0.24% 526 0 0.0% Q2 2026 Jul 21, 2026
Evergreen Wealth Partners LLC History No change 6,528 344 0.21% 0.21% 527 0 0.0% Q2 2026 Aug 11, 2026
STRATEGY ASSET MANAGERS LLC History No change 6,394 337 0.05% 0.05% 528 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,343 334 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 13, 2026
Forthright Family Wealth Advisory LLC History No change 6,287 331 0.19% 0.19% 530 0 0.0% Q2 2026 Jul 16, 2026
Ballast Rock Private Wealth LLC History No change 6,235 328 0.15% 0.15% 531 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 6,161 324 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 29, 2026
Independent Wealth Advisors LLC History No change 6,106 321 0.29% 0.29% 533 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 6,027 317 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,962 314 0.01% 0.01% 535 0 0.0% Q2 2026 Jul 17, 2026
Trinity Wealth Management, LLC History No change 5,868 309 0.1% 0.1% 536 0 0.0% Q2 2026 Jul 07, 2026
Stirlingshire Investments, Inc. History No change 5,773 304 0.23% 0.23% 537 0 0.0% Q2 2026 Jul 31, 2026
WEALTHSPAN PARTNERS, LLC History No change 5,740 302 0.1% 0.1% 538 0 0.0% Q2 2026 Aug 06, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,350 299 0.06% 0.07% 540 +120 1.93% Q3 2026 Oct 05, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 5,686 299 0.04% 0.04% 539 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 5,624 296 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 29, 2026
Apollon Financial, LLC History No change 5,550 292 0.03% 0.03% 542 0 0.0% Q2 2026 Jul 22, 2026
AA Financial Advisors, LLC History No change 5,536 291 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 17, 2026
Legacy Edge Advisors, LLC History No change 5,460 287 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 5,430 286 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Advisory Group LLC History No change 5,406 284 0.02% 0.02% 546 0 0.0% Q2 2026 Jul 17, 2026
Stewardship Advisors, LLC History No change 5,305 279 0.06% 0.06% 547 0 0.0% Q2 2026 Jul 20, 2026
ENTREWEALTH, LLC History No change 6,357 279 0.1% 0.1% 548 0 0.0% Q2 2026 Aug 13, 2026
Elevation Wealth Management LLC History No change 5,254 276 0.21% 0.21% 549 0 0.0% Q2 2026 Jul 29, 2026
AUCTUS ADVISORS LLC History No change 5,122 270 0.23% 0.23% 550 0 0.0% Q2 2026 Aug 06, 2026
Blue Zone Wealth Advisors, LLC History No change 5,000 263 0.05% 0.05% 551 0 0.0% Q2 2026 Jul 14, 2026
GOLDMAN SACHS GROUP INC History No change 4,910 258 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 14, 2026
Smith & Howard Wealth Management, LLC History No change 4,876 257 0.05% 0.05% 553 0 0.0% Q2 2026 Aug 03, 2026
Empirical Asset Management, LLC History No change 4,892 257 0.06% 0.06% 554 0 0.0% Q2 2026 Aug 10, 2026
Richmond Investment Services, LLC History No change 4,833 254 0.08% 0.08% 555 0 0.0% Q2 2026 Jul 27, 2026
DSG Capital Advisors, LLC History No change 5,393 251 0.04% 0.04% 556 0 0.0% Q2 2026 Aug 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,746 250 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 13, 2026
Gallacher Capital Management LLC History No change 4,712 248 0.14% 0.14% 558 0 0.0% Q2 2026 Jul 16, 2026
NBT BANK, N.A. History No change 4,571 240 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 29, 2026
Berman McAleer LLC History No change 4,550 239 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 16, 2026
Southland Equity Partners LLC History No change 4,530 238 0.04% 0.04% 561 0 0.0% Q2 2026 Jul 13, 2026
FSA WEALTH PARTNERS, INC. History No change 4,445 234 0.06% 0.06% 562 0 0.0% Q2 2026 Aug 03, 2026
Brand Asset Management Group, Inc. History No change 4,406 232 0.05% 0.05% 563 0 0.0% Q2 2026 Aug 12, 2026
Kingdom Financial Group LLC. History No change 4,417 232 0.06% 0.06% 564 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 4,289 226 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 15, 2026
Professional Financial Advisors, LLC History No change 4,263 224 0.04% 0.04% 566 0 0.0% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History No change 4,235 223 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Family Office, LLC History No change 4,246 223 0.11% 0.11% 568 0 0.0% Q2 2026 Aug 11, 2026
Vident Advisory, LLC History No change 4,172 219 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 12, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 4,143 218 0.1% 0.1% 570 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,112 216 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 07, 2026
Team Financial Group, LLC History No change 4,111 216 0.09% 0.09% 572 0 0.0% Q2 2026 Jul 10, 2026
PSI Advisors, LLC History No change 4,029 212 0.05% 0.05% 573 0 0.0% Q2 2026 Aug 03, 2026
New Republic Capital, LLC History No change 4,037 212 0.05% 0.05% 574 0 0.0% Q2 2026 Jul 31, 2026
SEARLE & CO. History No change 4,000 210 0.05% 0.05% 575 0 0.0% Q2 2026 Jul 27, 2026
Tulsa Wealth Advisors, INC History No change 3,995 210 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 3,971 209 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 3,956 208 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth, LLC/TN History No change 4,563 207 0.1% 0.1% 579 0 0.0% Q2 2026 Jul 29, 2026
COMMERCE BANK History No change 3,878 204 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 12, 2026
Fortis Advisors, LLC History No change 3,868 203 0.1% 0.1% 581 0 0.0% Q2 2026 Aug 13, 2026
Centennial Advisors, LLC History No change 3,796 200 0.24% 0.24% 582 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 3,534 186 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 3,538 186 0.04% 0.04% 584 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 3,360 177 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 3,194 168 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 3,314 156 0.11% 0.09% 587 +958 40.66% Q3 2026 Oct 09, 2026
Capital Advisor Network LLC History No change 2,956 155 0.19% 0.19% 588 0 0.0% Q2 2026 Aug 13, 2026
REAP Financial Group, LLC History No change 2,772 146 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 04, 2026
IMA Advisory Services, Inc. History No change 2,578 135 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 2,185 115 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 20, 2026
Geneos Wealth Management Inc. History No change 2,133 112 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 06, 2026
Mosley Wealth Management History No change 2,122 111 0.04% 0.04% 593 0 0.0% Q2 2026 Jul 23, 2026
LifeSteps Financial, Inc. History No change 2,092 110 0.05% 0.05% 594 0 0.0% Q2 2026 Jul 17, 2026
Allworth Financial LP History No change 1,690 89 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 1,463 77 0.06% 0.06% 596 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 1,150 60 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 12, 2026
Wells Financial Advisors INC History No change 1,141 60 0.56% 0.56% 598 0 0.0% Q2 2026 Jul 23, 2026
BAYBAN History No change 1,149 60 0.05% 0.05% 599 0 0.0% Q2 2026 Jul 30, 2026
Beaird Harris Wealth Management, LLC History No change 1,120 59 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 08, 2026
Nemes Rush Group LLC History No change 1,099 57 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 1,050 55 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 1,021 53 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 11, 2026
Regatta Research & Money Management History No change 1,000 52 0.05% 0.05% 604 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 985 51 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 982 51 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 24, 2026
Advocate Investing Services LLC History No change 926 48 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 28, 2026
TD Waterhouse Canada Inc. History No change 929 45 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 881 43 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History No change 824 43 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 03, 2026
Cordant, Inc. History No change 816 43 0.02% 0.02% 611 0 0.0% Q2 2026 Jul 14, 2026
Decker Retirement Planning Inc. History No change 831 43 0.01% 0.01% 612 0 0.0% Q2 2026 Jul 16, 2026
Montgomery Financial Services LLC History No change 815 42 0.04% 0.04% 613 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 782 41 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 759 40 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group, Inc. History No change 669 35 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 647 34 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 626 33 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 558 29 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 27, 2026
Reyes Financial Architecture, Inc. History No change 509 26 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 16, 2026
Clark Wealth Partners History No change 461 24 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 441 23 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 446 23 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 24, 2026
NBH Bank History No change 432 22 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 410 21 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 23, 2026
GK Wealth Management LLC History New 415 19 0.01% — 628 +415 New Q3 2026 Oct 09, 2026
Roble, Belko & Company, Inc History No change 363 19 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 365 19 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 352 18 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Planning, Inc./PA History No change 335 17 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 310 16 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 14, 2026
Measured Wealth Private Client Group, LLC History No change 252 13 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 10, 2026
Investment Research & Advisory Group, Inc. History No change 260 13 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 23, 2026
PITTENGER & ANDERSON INC History No change 240 12 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 27, 2026
NFSG Corp History No change 231 12 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 234 12 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 31, 2026
Russell Investments Group, Ltd. History No change 218 11 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 190 10 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 06, 2026
GGM Financial LLC History No change 190 10 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 23, 2026
Networth Advisors, LLC History No change 203 10 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 22, 2026
CULLEN/FROST BANKERS, INC. History No change 188 9 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 181 9 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 171 9 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 23, 2026
WPG Advisers, LLC History No change 185 9 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 148 7 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 118 6 0.0% 0.0% 646 0 0.0% Q2 2026 Sep 04, 2026
Larson Financial Group LLC History No change 122 6 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 130 6 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 24, 2026
Basepoint Wealth LLC History No change 130 6 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 89 4 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 13, 2026
Richard W. Paul & Associates, LLC History No change 88 4 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 94 4 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 12, 2026
Founders Capital Management History No change 74 3 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Corp History No change 66 3 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 66 3 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 46 2 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 60 2 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 05, 2026
Register Financial Advisors LLC History No change 46 2 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 15, 2026
Glass Jacobson Investment Advisors llc History No change 39 2 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 30, 2026
UMB Bank, n.a. History No change 25 1 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 22 1 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 30 1 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 21, 2026
Veracity Capital LLC History Closed out 0 0 — 0.08% — -5,528 -100.0% Q3 2026 Oct 08, 2026
CX Institutional History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2026 Oct 02, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -52 -100.0% Q3 2026 Oct 07, 2026
Orion Capital Management LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Aug 11, 2026