SPDR SERIES TRUST - BIL

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
MORGAN STANLEY History No change 29,155,721 2,671,830 0.14% 0.14% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 16,503,919 1,512,419 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 15,528,204 1,423,004 0.32% 0.32% 3 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 9,070,949 831,261 0.11% 0.11% 4 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 8,400,726 769,842 0.12% 0.12% 5 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 7,879,830 722,109 0.11% 0.11% 6 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,550,817 508,676 0.18% 0.18% 7 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 5,372,088 492,298 0.41% 0.41% 8 0 0.0% Q2 2026 Aug 12, 2026
Capital Wealth Planning, LLC History No change 4,976,098 456,009 2.28% 2.28% 9 0 0.0% Q2 2026 Aug 14, 2026
3EDGE Asset Management, LP History No change 4,705,270 431,190 19.23% 19.23% 10 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,690,811 429,865 0.1% 0.1% 11 0 0.0% Q2 2026 Sep 23, 2026
ASSETMARK, INC History No change 4,600,259 421,567 0.72% 0.72% 12 0 0.0% Q2 2026 Jul 30, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,581,240 419,824 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 4,256,087 390,027 1.8% 1.8% 14 0 0.0% Q2 2026 Aug 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 3,645,961 334,348 2.08% 2.08% 15 0 0.0% Q2 2026 Aug 12, 2026
Capital International Investors History No change 3,379,631 309,709 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 12, 2026
WESTWOOD HOLDINGS GROUP INC History No change 3,300,147 302,425 2.28% 2.28% 17 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,263,555 299,072 0.46% 0.46% 18 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 2,856,988 261,814 0.24% 0.24% 19 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 2,449,046 224,471 0.26% 0.26% 20 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 2,193,155 200,980 2.09% 2.09% 21 0 0.0% Q2 2026 Aug 03, 2026
Composition Wealth, LLC History No change 2,168,459 198,717 2.33% 2.33% 22 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 2,150,273 197,051 4.11% 4.11% 23 0 0.0% Q2 2026 Jul 29, 2026
AGF MANAGEMENT LTD History No change 1,982,472 181,673 0.7% 0.7% 24 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,958,249 179,454 0.41% 0.41% 25 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,924,690 176,378 1.3% 1.3% 26 0 0.0% Q2 2026 Aug 14, 2026
Permanens Capital L.P. History No change 1,777,681 162,906 16.75% 16.75% 27 0 0.0% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History No change 1,688,043 154,692 15.04% 15.04% 28 0 0.0% Q2 2026 Jul 29, 2026
Equitable Holdings, Inc. History No change 1,668,884 152,936 0.91% 0.91% 29 0 0.0% Q2 2026 Aug 17, 2026
Rockefeller Capital Management L.P. History No change 1,567,069 143,606 0.22% 0.22% 30 0 0.0% Q2 2026 Aug 13, 2026
MBL Wealth, LLC History No change 1,518,042 139,113 9.49% 9.49% 31 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 1,389,067 127,294 0.07% 0.07% 32 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,306,951 120,012 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,193,558 109,377 0.13% 0.13% 34 0 0.0% Q2 2026 Jul 28, 2026
Dakota Wealth Management History No change 1,137,302 104,222 1.99% 1.99% 35 0 0.0% Q2 2026 Aug 07, 2026
SPROTT INC. History No change 1,100,998 100,895 3.2% 3.2% 36 0 0.0% Q2 2026 Jul 28, 2026
Sandhill Capital Partners LLC History No change 1,093,403 100,199 8.15% 8.15% 37 0 0.0% Q2 2026 Aug 13, 2026
First Eagle Investment Management, LLC History No change 1,077,155 98,710 0.16% 0.16% 38 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,076,208 98,623 0.05% 0.05% 39 0 0.0% Q2 2026 Aug 12, 2026
ArrowMark Colorado Holdings LLC History No change 982,494 90,035 3.75% 3.75% 40 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 951,255 87,172 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 19, 2026
CITIGROUP INC History No change 919,624 84,274 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 03, 2026
Innovative Advisory Group, LLC History No change 906,892 83,107 63.01% 63.01% 43 0 0.0% Q2 2026 Sep 21, 2026
Private Advisor Group, LLC History No change 881,426 80,773 0.37% 0.37% 44 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 841,692 77,132 0.79% 0.79% 45 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 830,390 76,096 1.21% 1.21% 46 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 786,316 72,058 0.09% 0.09% 47 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 727,796 66,695 0.09% 0.09% 48 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 724,608 66,403 3.49% 3.49% 49 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 704,593 64,568 0.27% 0.27% 50 0 0.0% Q2 2026 Aug 14, 2026
Howard Capital Management, LLC History No change 698,509 64,011 0.76% 0.76% 51 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 681,629 62,464 0.07% 0.07% 52 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 680,372 62,350 0.1% 0.1% 53 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 679,771 62,294 0.62% 0.62% 54 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 677,106 62,049 0.38% 0.38% 55 0 0.0% Q2 2026 Jul 20, 2026
Brookstone Capital Management History No change 662,930 60,750 0.61% 0.61% 56 0 0.0% Q2 2026 Jul 15, 2026
Capital Asset Advisory Services LLC History No change 654,789 60,004 2.17% 2.17% 57 0 0.0% Q2 2026 Aug 14, 2026
Proficio Capital Partners LLC History No change 641,290 58,767 2.11% 2.11% 58 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 636,167 58,298 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 630,717 57,798 0.62% 0.62% 60 0 0.0% Q2 2026 Aug 03, 2026
Jefferies Financial Group Inc. History No change 615,651 56,418 0.37% 0.37% 61 0 0.0% Q2 2026 Aug 17, 2026
Mirae Asset Global Investments Co., Ltd. History No change 613,230 56,196 0.08% 0.08% 62 0 0.0% Q2 2026 Jul 22, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 603,390 55,294 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 600,968 55,072 0.07% 0.07% 64 0 0.0% Q2 2026 Aug 13, 2026
Acorns Advisers, LLC History No change 592,581 54,304 0.35% 0.35% 65 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 590,260 54,091 0.61% 0.61% 66 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 588,856 53,962 0.11% 0.11% 67 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 571,699 52,391 0.1% 0.1% 68 0 0.0% Q2 2026 Aug 05, 2026
12th Street Asset Management Company, LLC History No change 562,486 51,546 7.34% 7.34% 69 0 0.0% Q2 2026 Aug 13, 2026
Northstar Group, Inc. History No change 557,601 51,098 6.58% 6.58% 70 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 550,727 50,468 3.11% 3.11% 71 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 539,532 49,313 4.06% 4.06% 72 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History Added to 528,269 48,410 1.39% 0.6% 73 +305,053 136.66% Q3 2026 Oct 08, 2026
Relyea Zuckerberg Hanson LLC History No change 527,732 48,361 4.03% 4.03% 74 0 0.0% Q2 2026 Jul 16, 2026
McGuire Investment Group, LLC History No change 517,151 47,391 4.15% 4.15% 75 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 509,900 46,727 0.74% 0.74% 76 0 0.0% Q2 2026 Aug 07, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 507,570 46,513 13.69% 13.69% 77 0 0.0% Q2 2026 Jul 23, 2026
Steward Partners Investment Advisory, LLC History No change 500,304 45,847 0.23% 0.23% 78 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 500,157 45,833 0.19% 0.19% 79 0 0.0% Q2 2026 Aug 14, 2026
Encompass More Asset Management History No change 498,380 45,671 6.64% 6.64% 80 0 0.0% Q2 2026 Jul 14, 2026
Portside Wealth Group, LLC History No change 496,763 45,523 5.3% 5.3% 81 0 0.0% Q2 2026 Jul 14, 2026
Ausdal Financial Partners, Inc. History No change 494,011 45,271 1.77% 1.77% 82 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 486,811 44,611 3.86% 3.86% 83 0 0.0% Q2 2026 Aug 14, 2026
Second Half Financial Partners, LLC History No change 469,315 43,007 17.63% 17.63% 84 0 0.0% Q2 2026 Jul 16, 2026
Barry Investment Advisors, LLC History No change 468,582 42,940 8.98% 8.98% 85 0 0.0% Q2 2026 Jul 09, 2026
Sollinda Capital Management LLC History No change 468,486 42,932 9.16% 9.16% 86 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 462,954 42,425 0.16% 0.16% 87 0 0.0% Q2 2026 Aug 11, 2026
Trivium Point Advisory, LLC History No change 458,902 42,053 3.81% 3.81% 88 0 0.0% Q2 2026 Aug 06, 2026
Capital World Investors History No change 446,094 40,880 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 440,741 40,389 0.15% 0.15% 90 0 0.0% Q2 2026 Aug 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 431,114 39,507 4.63% 4.63% 91 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 430,788 39,477 0.22% 0.22% 92 0 0.0% Q2 2026 Jul 24, 2026
Pacific Point Advisors, LLC History No change 418,822 38,380 17.53% 17.53% 93 0 0.0% Q2 2026 Jul 24, 2026
Gradient Investments LLC History Reduced 410,501 37,618 0.54% 0.58% 94 -47,005 -10.27% Q3 2026 Oct 08, 2026
Concurrent Investment Advisors, LLC History No change 409,487 37,525 0.32% 0.32% 95 0 0.0% Q2 2026 Jul 27, 2026
Teamwork Financial Advisors, LLC History No change 405,781 37,185 3.37% 3.37% 96 0 0.0% Q2 2026 Jul 08, 2026
One Capital Management, LLC History No change 404,120 37,033 1.03% 1.03% 97 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 395,879 36,278 0.57% 0.57% 98 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 392,492 35,964 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 387,141 35,477 0.08% 0.08% 100 0 0.0% Q2 2026 Aug 14, 2026
Twelve Points Wealth Management LLC History No change 383,913 35,181 7.05% 7.05% 101 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 382,859 35,085 1.18% 1.18% 102 0 0.0% Q2 2026 Jul 24, 2026
McNamara Financial Services, Inc. History No change 382,700 35,070 6.05% 6.05% 103 0 0.0% Q2 2026 Jul 22, 2026
Sicart Associates LLC History No change 381,182 34,931 8.55% 8.55% 104 0 0.0% Q2 2026 Aug 11, 2026
Randolph Co Inc History No change 379,938 34,817 2.93% 2.93% 105 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 377,051 34,553 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital, LLC History No change 375,328 34,395 9.3% 9.3% 107 0 0.0% Q2 2026 Jul 17, 2026
North Capital, Inc. History No change 374,163 34,288 25.9% 25.9% 108 0 0.0% Q2 2026 Jul 14, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 367,539 33,681 6.03% 6.03% 109 0 0.0% Q2 2026 Aug 17, 2026
Strategic Investment Advisors / MI History No change 366,203 33,558 2.03% 2.03% 110 0 0.0% Q2 2026 Aug 14, 2026
Hippocratic Financial Advisors, LLC History No change 363,706 33,330 12.57% 12.57% 111 0 0.0% Q2 2026 Aug 03, 2026
Integrated Advisors Network LLC History No change 363,392 33,301 1.53% 1.53% 112 0 0.0% Q2 2026 Aug 11, 2026
TECTONIC ADVISORS LLC History No change 361,403 33,118 1.59% 1.59% 113 0 0.0% Q2 2026 Jul 15, 2026
Rehmann Capital Advisory Group History No change 356,604 32,751 1.5% 1.5% 114 0 0.0% Q2 2026 Aug 20, 2026
Jacobi Capital Management LLC History No change 350,741 32,141 1.57% 1.57% 115 0 0.0% Q2 2026 Jul 31, 2026
Night Owl Capital Management, LLC History No change 345,464 31,658 3.32% 3.32% 116 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 330,375 30,275 0.56% 0.56% 117 0 0.0% Q2 2026 Aug 12, 2026
Parkwood LLC History No change 329,500 30,195 2.16% 2.16% 118 0 0.0% Q2 2026 Aug 14, 2026
Carrera Capital Advisors History No change 326,284 29,900 4.43% 4.43% 119 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 325,208 29,802 0.09% 0.09% 120 0 0.0% Q2 2026 Aug 12, 2026
ALETHEA CAPITAL MANAGEMENT, LLC History No change 324,526 29,739 12.32% 12.32% 121 0 0.0% Q2 2026 Aug 14, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 321,439 29,456 2.55% 2.55% 122 0 0.0% Q2 2026 Aug 07, 2026
UDINE WEALTH MANAGEMENT, INC. History No change 321,138 29,429 12.11% 12.11% 123 0 0.0% Q2 2026 Jul 24, 2026
Vestmark Advisory Solutions, Inc. History No change 319,157 29,247 0.27% 0.27% 124 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 317,808 29,123 3.15% 3.15% 125 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 316,889 29,039 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 316,700 29,022 0.19% 0.19% 127 0 0.0% Q2 2026 Sep 08, 2026
Fortis Group Advisors, LLC History No change 312,905 28,674 4.58% 4.58% 128 0 0.0% Q2 2026 Jul 24, 2026
CWA Asset Management Group, LLC History No change 310,570 28,460 0.87% 0.87% 129 0 0.0% Q2 2026 Jul 14, 2026
WCG Wealth Advisors LLC History No change 308,669 28,286 0.67% 0.67% 130 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 307,585 28,187 0.53% 0.53% 131 0 0.0% Q2 2026 Aug 14, 2026
Valence8 US LP History No change 307,308 28,161 9.37% 9.37% 132 0 0.0% Q2 2026 Aug 06, 2026
GEORGE KAISER FAMILY FOUNDATION History No change 300,759 27,561 2.65% 2.65% 133 0 0.0% Q2 2026 Aug 12, 2026
ALTFEST L J & CO INC History No change 300,149 27,505 2.67% 2.67% 134 0 0.0% Q2 2026 Jul 30, 2026
CapWealth Advisors, LLC History Added to 299,435 27,440 2.07% 0.37% 135 +240,289 406.26% Q3 2026 Oct 05, 2026
SCHARF INVESTMENTS, LLC History No change 296,158 27,140 0.9% 0.9% 136 0 0.0% Q2 2026 Jul 10, 2026
Sanctuary Advisors, LLC History No change 295,197 27,051 0.13% 0.13% 137 0 0.0% Q2 2026 Aug 13, 2026
Marshall Financial Group, LLC History No change 294,386 26,977 3.93% 3.93% 138 0 0.0% Q2 2026 Jul 17, 2026
JPMORGAN CHASE & CO History No change 293,809 26,924 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Financial Management Professionals, Inc. History No change 292,420 26,797 2.54% 2.54% 140 0 0.0% Q2 2026 Jul 09, 2026
Farther Finance Advisors, LLC History Reduced 287,740 26,368 0.19% 0.21% 141 -7,158 -2.43% Q3 2026 Oct 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 318,129 26,312 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 283,610 25,990 4.77% 4.77% 143 0 0.0% Q2 2026 Aug 14, 2026
Auour Investments LLC History No change 282,847 25,920 7.43% 7.43% 144 0 0.0% Q2 2026 Jul 21, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 281,079 25,758 5.14% 5.14% 145 0 0.0% Q2 2026 Jul 22, 2026
PARK AVENUE SECURITIES LLC History No change 278,881 25,557 0.16% 0.16% 146 0 0.0% Q2 2026 Jul 20, 2026
INTEGRITY ALLIANCE, LLC. History No change 269,465 24,693 0.77% 0.77% 147 0 0.0% Q2 2026 Jul 31, 2026
High Note Wealth, LLC History No change 268,466 24,602 4.2% 4.2% 148 0 0.0% Q2 2026 Jul 23, 2026
Turning Point Benefit Group, Inc. History No change 265,621 24,293 10.45% 10.45% 149 0 0.0% Q2 2026 Jul 23, 2026
NorthRock Partners, LLC History No change 263,609 24,157 0.35% 0.35% 150 0 0.0% Q2 2026 Aug 11, 2026
Banco Santander, S.A. History No change 259,806 23,808 0.15% 0.15% 151 0 0.0% Q2 2026 Jul 29, 2026
Bison Wealth, LLC History No change 259,063 23,686 2.17% 2.17% 152 0 0.0% Q2 2026 Jul 07, 2026
Hibernia Wealth Partners, LLC History No change 255,781 23,439 12.69% 12.69% 153 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 254,213 23,296 0.23% 0.23% 154 0 0.0% Q2 2026 Aug 11, 2026
Berkshire Money Management, Inc. History No change 252,727 23,159 2.12% 2.12% 155 0 0.0% Q2 2026 Jul 23, 2026
Inscription Capital, LLC History No change 251,603 23,056 2.04% 2.04% 156 0 0.0% Q2 2026 Aug 13, 2026
Bitwise Funds Trust History No change 247,238 22,656 5.01% 5.01% 157 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 246,825 22,619 0.46% 0.46% 158 0 0.0% Q2 2026 Aug 14, 2026
Winch Advisory Services, LLC History No change 244,398 22,396 4.65% 4.65% 159 0 0.0% Q2 2026 Aug 06, 2026
Wealthfront Advisers LLC History No change 239,517 21,949 0.04% 0.04% 160 0 0.0% Q2 2026 Aug 07, 2026
Asset One Wealth Management LLC History No change 238,945 21,868 2.31% 2.31% 161 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 237,190 21,736 0.08% 0.08% 162 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 236,443 21,667 0.26% 0.26% 163 0 0.0% Q2 2026 Aug 18, 2026
YACKTMAN ASSET MANAGEMENT LP History No change 236,353 21,659 0.27% 0.27% 164 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 236,328 21,657 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 27, 2026
BEACON FINANCIAL GROUP History No change 231,926 21,253 1.93% 1.93% 166 0 0.0% Q2 2026 Jul 16, 2026
Estate Counselors, LLC History No change 231,565 21,220 1.82% 1.82% 167 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 230,055 21,082 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 12, 2026
KEATING INVESTMENT COUNSELORS INC History No change 228,765 20,964 5.76% 5.76% 169 0 0.0% Q2 2026 Jul 16, 2026
Beaumont Financial Advisors, LLC History No change 228,445 20,934 1.33% 1.33% 170 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 227,011 20,803 2.78% 2.78% 171 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 226,422 20,749 0.32% 0.32% 172 0 0.0% Q2 2026 Aug 06, 2026
RIA Advisory Group LLC History No change 222,603 20,399 4.44% 4.44% 173 0 0.0% Q2 2026 Jul 23, 2026
Financial & Tax Architects, LLC History No change 220,325 20,190 4.26% 4.26% 174 0 0.0% Q2 2026 Jul 23, 2026
Fort Point Capital Partners LLC History No change 216,428 19,833 1.38% 1.38% 175 0 0.0% Q2 2026 Aug 14, 2026
Boston Standard Wealth Management, LLC History Reduced 216,366 19,827 2.85% 3.62% 176 -56,529 -20.71% Q3 2026 Oct 07, 2026
J.W. COLE ADVISORS, INC. History No change 216,150 19,808 0.34% 0.34% 177 0 0.0% Q2 2026 Jul 21, 2026
Strategic Advisors LLC History No change 216,134 19,806 4.33% 4.33% 178 0 0.0% Q2 2026 Jul 28, 2026
Saratoga Research & Investment Management History No change 215,009 19,703 1.08% 1.08% 179 0 0.0% Q2 2026 Jul 23, 2026
Ebert Capital Management Inc. History Added to 214,227 19,631 17.05% 15.06% 180 +39,120 22.34% Q3 2026 Oct 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 212,738 19,496 0.11% 0.11% 181 0 0.0% Q2 2026 Aug 14, 2026
MARATHON CAPITAL MANAGEMENT History No change 210,769 19,314 3.91% 3.91% 182 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 208,029 19,063 0.06% 0.06% 183 0 0.0% Q2 2026 Jul 28, 2026
HighPoint Advisor Group LLC History No change 204,927 18,779 0.66% 0.66% 184 0 0.0% Q2 2026 Aug 05, 2026
TKG Advisors, LLC History No change 204,303 18,722 6.5% 6.5% 185 0 0.0% Q2 2026 Jul 27, 2026
Arete Wealth Advisors, LLC History No change 202,013 18,512 1.22% 1.22% 186 0 0.0% Q2 2026 Aug 12, 2026
Vigilare Wealth Management History No change 200,228 18,348 5.62% 5.62% 187 0 0.0% Q2 2026 Jul 06, 2026
Pathway Financial Advisors LLC History Added to 199,952 18,323 2.02% 1.02% 188 +104,110 108.63% Q3 2026 Oct 07, 2026
HSBC HOLDINGS PLC History No change 199,660 18,296 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 14, 2026
Roundview Capital LLC History No change 196,671 18,022 0.99% 0.99% 190 0 0.0% Q2 2026 Jul 30, 2026
Bell Bank History No change 196,187 17,978 0.69% 0.69% 191 0 0.0% Q2 2026 Jul 15, 2026
Aptus Capital Advisors, LLC History No change 195,200 17,888 0.12% 0.12% 192 0 0.0% Q2 2026 Aug 12, 2026
Hilton Capital Management, LLC History No change 194,389 17,813 1.21% 1.21% 193 0 0.0% Q2 2026 Aug 04, 2026
CITADEL ADVISORS LLC History No change 192,691 17,658 0.0% 0.0% 194 0 0.0% Q2 2026 Sep 02, 2026
Samara Investment Management, LLC History No change 192,412 17,632 16.22% 16.22% 195 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Added to 192,571 17,612 0.22% 0.25% 196 +11 0.01% Q3 2026 Oct 08, 2026
DT Investment Partners, LLC History No change 189,602 17,375 1.3% 1.3% 197 0 0.0% Q2 2026 Jul 27, 2026
Advisor OS, LLC History No change 186,919 17,129 1.14% 1.14% 198 0 0.0% Q2 2026 Aug 05, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 186,446 17,085 1.95% 1.95% 199 0 0.0% Q2 2026 Aug 06, 2026
B & T Capital Management DBA Alpha Capital Management History No change 184,103 16,871 2.19% 2.19% 200 0 0.0% Q2 2026 Aug 07, 2026
Synergy Asset Management, LLC History No change 183,691 16,833 1.59% 1.59% 201 0 0.0% Q2 2026 Jul 22, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 181,693 16,650 0.26% 0.26% 202 0 0.0% Q2 2026 Aug 10, 2026
Hofer & Associates. Inc History No change 181,339 16,617 8.03% 8.03% 203 0 0.0% Q2 2026 Jul 21, 2026
Beacon Capital Management, Inc. History No change 179,561 16,455 1.0% 1.0% 204 0 0.0% Q2 2026 Aug 13, 2026
St. Louis Financial Planners Asset Management, LLC History No change 179,680 16,429 8.76% 8.76% 205 0 0.0% Q2 2026 Jul 07, 2026
NORDEN GROUP LLC History No change 178,357 16,344 1.34% 1.34% 206 0 0.0% Q2 2026 Jul 29, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 178,298 16,339 3.24% 2.95% 207 +12,554 7.57% Q3 2026 Oct 07, 2026
Blueprint Investment Partners LLC History No change 177,393 16,256 1.36% 1.36% 208 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 177,031 16,223 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 07, 2026
Ranch Capital Advisors Inc. History No change 175,487 16,081 5.09% 5.09% 210 0 0.0% Q2 2026 Aug 03, 2026
J2 Capital Management Inc History No change 174,626 16,002 10.76% 10.76% 211 0 0.0% Q2 2026 Jul 20, 2026
Sequoia Financial Advisors, LLC History No change 174,432 15,984 0.08% 0.08% 212 0 0.0% Q2 2026 Jul 17, 2026
Alliance Wealth Advisors, LLC /UT History No change 173,380 15,888 3.0% 3.0% 213 0 0.0% Q2 2026 Jul 23, 2026
Zinnia Wealth Advisory, LLC History No change 172,779 15,833 16.15% 16.15% 214 0 0.0% Q2 2026 Jul 30, 2026
CENTAURUS FINANCIAL, INC. History No change 171,822 15,746 0.61% 0.61% 215 0 0.0% Q2 2026 Aug 17, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 171,604 15,725 7.27% 7.27% 216 0 0.0% Q2 2026 Aug 13, 2026
Arta Finance Wealth Management LLC History No change 171,979 15,714 6.73% 6.73% 217 0 0.0% Q2 2026 Aug 13, 2026
Hardman Johnston Global Advisors LLC History No change 171,220 15,690 0.55% 0.55% 218 0 0.0% Q2 2026 Aug 12, 2026
Trek Financial, LLC History No change 170,649 15,638 0.78% 0.78% 219 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 170,149 15,592 0.13% 0.13% 220 0 0.0% Q2 2026 Aug 06, 2026
MOKAN Wealth Management Inc. History No change 167,624 15,361 5.87% 5.87% 221 0 0.0% Q2 2026 Jul 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 167,416 15,342 0.79% 0.79% 222 0 0.0% Q2 2026 Jul 31, 2026
Vivid Wealth Management, LLC History No change 166,251 15,235 5.36% 5.36% 223 0 0.0% Q2 2026 Jul 28, 2026
Gateway Wealth Partners, LLC History No change 163,254 14,960 0.9% 0.9% 224 0 0.0% Q2 2026 Aug 04, 2026
STABLEFORD CAPITAL II LLC History Reduced 161,486 14,798 5.13% 6.74% 225 -50,970 -23.99% Q3 2026 Oct 08, 2026
Wealthspire Advisors, LLC History No change 159,760 14,640 0.08% 0.08% 226 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 158,194 14,496 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 05, 2026
Spectrum Planning & Advisory Services Inc. History No change 158,068 14,485 6.48% 6.48% 228 0 0.0% Q2 2026 Jul 14, 2026
Pacific Capital Wealth Advisors, Inc. History No change 156,775 14,366 2.17% 2.17% 229 0 0.0% Q2 2026 Jul 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 154,356 14,145 0.77% 0.77% 230 0 0.0% Q2 2026 Aug 06, 2026
Sound Portfolio Advisors, LLC History No change 153,162 14,035 9.96% 9.96% 231 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 152,392 13,965 0.44% 0.44% 232 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 152,004 13,929 0.06% 0.06% 233 0 0.0% Q2 2026 Aug 18, 2026
Envestnet Portfolio Solutions, Inc. History No change 151,052 13,841 0.07% 0.07% 234 0 0.0% Q2 2026 Sep 23, 2026
Calamos Wealth Management LLC History No change 150,710 13,811 0.42% 0.42% 235 0 0.0% Q2 2026 Jul 31, 2026
Montis Financial, LLC History No change 150,140 13,758 2.81% 2.81% 236 0 0.0% Q2 2026 Aug 05, 2026
GLR Partners, LLC History No change 149,863 13,733 6.4% 6.4% 237 0 0.0% Q2 2026 Jul 27, 2026
Treasure Coast Financial Planning History No change 149,647 13,713 6.69% 6.69% 238 0 0.0% Q2 2026 Jul 29, 2026
Capital Research Global Investors History No change 149,350 13,686 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
ZACKS INVESTMENT MANAGEMENT History No change 149,335 13,685 0.1% 0.1% 240 0 0.0% Q2 2026 Aug 13, 2026
G&S Capital LLC History No change 148,721 13,628 3.95% 3.95% 241 0 0.0% Q2 2026 Jul 10, 2026
Savior LLC History No change 146,709 13,444 38.56% 38.56% 242 0 0.0% Q2 2026 Jul 22, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 146,466 13,422 0.47% 0.47% 243 0 0.0% Q2 2026 Aug 13, 2026
Capital Wealth Alliance, LLC History No change 144,956 13,283 6.17% 6.17% 244 0 0.0% Q2 2026 Jul 31, 2026
Everstar Asset Management, LLC History No change 143,846 13,182 6.36% 6.36% 245 0 0.0% Q2 2026 Aug 03, 2026
Reyes Financial Architecture, Inc. History No change 143,462 13,146 7.36% 7.36% 246 0 0.0% Q2 2026 Jul 16, 2026
Stelac Advisory Services LLC History No change 139,847 12,815 2.39% 2.39% 247 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Trust, LLC History No change 139,027 12,740 1.67% 1.67% 248 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 138,932 12,731 0.12% 0.12% 249 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 138,368 12,680 0.05% 0.05% 250 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 137,814 12,629 0.16% 0.16% 251 0 0.0% Q2 2026 Aug 05, 2026
Perissos Private Wealth Management, LLC History No change 137,821 12,629 8.52% 8.52% 252 0 0.0% Q2 2026 Aug 13, 2026
Cairn Investment Group, Inc. History No change 137,640 12,613 5.56% 5.56% 253 0 0.0% Q2 2026 Jul 28, 2026
HighRoad Wealth Advisors, LLC History No change 136,787 12,535 10.57% 10.57% 254 0 0.0% Q2 2026 Jul 21, 2026
Trilogy Capital Inc. History No change 136,665 12,523 0.49% 0.49% 255 0 0.0% Q2 2026 Jul 02, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 135,957 12,459 1.54% 1.54% 256 0 0.0% Q2 2026 Jul 09, 2026
ADAR1 Capital Management, LLC History No change 135,585 12,425 0.57% 0.57% 257 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 134,627 12,337 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 132,627 12,153 0.15% 0.15% 259 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 131,609 12,060 0.73% 0.73% 260 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Investment Group, LLC History No change 131,216 12,024 1.46% 1.46% 261 0 0.0% Q2 2026 Aug 04, 2026
Caitlin John, LLC History No change 131,184 12,021 6.56% 6.56% 262 0 0.0% Q2 2026 Aug 17, 2026
GUIDANCE CAPITAL, INC History No change 131,324 12,020 2.57% 2.57% 263 0 0.0% Q2 2026 Jul 20, 2026
SP Asset Management LLC History No change 130,740 11,980 0.96% 0.96% 264 0 0.0% Q2 2026 Aug 04, 2026
CALTON & ASSOCIATES, INC. History No change 129,441 11,861 1.74% 1.74% 265 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 129,023 11,823 0.92% 0.92% 266 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 128,967 11,748 0.13% 0.13% 267 0 0.0% Q2 2026 Aug 13, 2026
Genus Capital Management Inc. History No change 127,429 11,677 1.15% 1.15% 268 0 0.0% Q2 2026 Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 127,051 11,642 1.22% 1.22% 269 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 126,591 11,600 0.12% 0.12% 270 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 126,450 11,588 1.17% 1.17% 271 0 0.0% Q2 2026 Jul 16, 2026
LAVELLE CAPITAL LP History No change 124,881 11,444 4.93% 4.93% 272 0 0.0% Q2 2026 Jul 22, 2026
Palogic Value Management, L.P. History No change 124,536 11,412 3.76% 3.76% 273 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 123,834 11,348 1.36% 1.36% 274 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 123,236 11,290 0.19% 0.19% 275 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 123,236 11,290 0.19% 0.19% 276 0 0.0% Q2 2026 Jul 29, 2026
Fiduciary Alliance LLC History No change 123,150 11,285 0.76% 0.76% 277 0 0.0% Q2 2026 Jul 20, 2026
PFG Investments, LLC History No change 122,835 11,256 0.44% 0.44% 278 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 122,019 11,181 0.24% 0.24% 279 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 121,781 11,160 0.39% 0.39% 280 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 121,179 11,104 0.13% 0.13% 281 0 0.0% Q2 2026 Jul 22, 2026
MONTAG A & ASSOCIATES INC History No change 120,326 11,026 0.47% 0.47% 282 0 0.0% Q2 2026 Aug 05, 2026
Balefire, LLC History No change 119,431 10,944 1.79% 1.79% 283 0 0.0% Q2 2026 Jul 07, 2026
Biltmore Wealth Management, LLC History No change 119,366 10,938 3.41% 3.41% 284 0 0.0% Q2 2026 Jul 21, 2026
TCM Advisors, LLC History No change 119,198 10,923 0.84% 0.84% 285 0 0.0% Q2 2026 Aug 13, 2026
Elevation Capital Advisory, LLC History No change 118,285 10,839 4.18% 4.18% 286 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 118,009 10,814 0.22% 0.22% 287 0 0.0% Q2 2026 Aug 06, 2026
Peregrine Asset Advisers, Inc. History No change 116,677 10,692 2.32% 2.32% 288 0 0.0% Q2 2026 Aug 10, 2026
BANK OF NOVA SCOTIA History No change 115,301 10,653 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 114,972 10,536 0.2% 0.2% 290 0 0.0% Q2 2026 Jul 15, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 114,558 10,498 5.75% 5.75% 291 0 0.0% Q2 2026 Jul 20, 2026
JT Stratford LLC History No change 114,433 10,486 1.15% 1.15% 292 0 0.0% Q2 2026 Aug 14, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 114,229 10,467 2.16% 2.16% 293 0 0.0% Q2 2026 Aug 13, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 114,108 10,456 4.48% 4.48% 294 0 0.0% Q2 2026 Aug 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 113,740 10,423 1.38% 1.38% 295 0 0.0% Q2 2026 Jul 20, 2026
Park Edge Advisors, LLC History No change 113,036 10,358 2.18% 2.18% 296 0 0.0% Q2 2026 Jul 10, 2026
MinichMacGregor Wealth Management, LLC History No change 112,959 10,351 1.57% 1.57% 297 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 112,376 10,298 0.07% 0.07% 298 0 0.0% Q2 2026 Aug 14, 2026
Guild Investment Management, Inc. History No change 112,179 10,280 7.02% 7.02% 299 0 0.0% Q2 2026 Jul 28, 2026
Quaker Wealth Management, LLC History No change 111,999 10,263 2.99% 2.99% 300 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 111,933 10,257 0.17% 0.17% 301 0 0.0% Q2 2026 Jul 31, 2026
ATLAS CAPITAL ADVISORS INC. History No change 110,741 10,148 1.11% 1.11% 302 0 0.0% Q2 2026 Aug 13, 2026
Norris Financial Group, LLC History No change 108,986 9,987 3.97% 3.97% 303 0 0.0% Q2 2026 Aug 05, 2026
Lumbard & Kellner, LLC History No change 108,366 9,930 3.01% 3.01% 304 0 0.0% Q2 2026 Aug 06, 2026
Kohmann Bosshard Financial Services, LLC History No change 108,193 9,914 0.84% 0.84% 305 0 0.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History No change 106,160 9,728 0.32% 0.32% 306 0 0.0% Q2 2026 Jul 31, 2026
Flatrock Wealth Partners LLC History No change 105,878 9,702 3.81% 3.81% 307 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History No change 105,483 9,666 0.25% 0.25% 308 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 105,408 9,659 0.67% 0.67% 309 0 0.0% Q2 2026 Jul 07, 2026
Curran Financial Partners, LLC History No change 105,092 9,630 1.43% 1.43% 310 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 104,879 9,611 0.2% 0.2% 311 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 104,613 9,586 0.05% 0.05% 312 0 0.0% Q2 2026 Jul 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 102,715 9,412 7.19% 7.19% 313 0 0.0% Q2 2026 Aug 04, 2026
Lifetime Wealth Management P.C. History No change 102,627 9,404 5.49% 5.49% 314 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 101,200 9,273 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 99,671 9,133 0.11% 0.11% 316 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History No change 99,596 9,126 0.45% 0.45% 317 0 0.0% Q2 2026 Jul 28, 2026
White Lighthouse Investment Management Inc. History No change 99,007 9,073 1.13% 1.13% 318 0 0.0% Q2 2026 Aug 04, 2026
Purewater Capital LLC History No change 98,687 9,043 6.53% 6.53% 319 0 0.0% Q2 2026 Jul 28, 2026
INNEALTA CAPITAL, LLC History No change 98,610 9,036 4.82% 4.82% 320 0 0.0% Q2 2026 Aug 04, 2026
Malaga Cove Capital, LLC History No change 98,147 8,994 2.86% 2.86% 321 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 97,528 8,937 0.19% 0.19% 322 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 97,054 8,894 0.45% 0.45% 323 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 96,945 8,884 0.22% 0.22% 324 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 96,859 8,876 0.34% 0.34% 325 0 0.0% Q2 2026 Jul 22, 2026
OpenArc Corporate Advisory, LLC History No change 95,820 8,780 0.1% 0.1% 326 0 0.0% Q2 2026 Aug 05, 2026
PSI Advisors, LLC History No change 95,620 8,762 2.04% 2.04% 327 0 0.0% Q2 2026 Aug 03, 2026
BEAM WEALTH ADVISORS, INC. History No change 94,890 8,695 1.92% 1.92% 328 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 94,370 8,648 0.46% 0.46% 329 0 0.0% Q2 2026 Jul 14, 2026
TOMPKINS FINANCIAL CORP History Added to 94,325 8,643 0.61% 0.54% 330 +9,569 11.29% Q3 2026 Oct 05, 2026
LaSalle St. Investment Advisors, LLC History No change 94,188 8,631 1.05% 1.05% 331 0 0.0% Q2 2026 Aug 11, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 93,521 8,570 2.18% 2.18% 332 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 93,464 8,564 0.28% 0.28% 333 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 93,091 8,530 0.33% 0.33% 334 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 92,187 8,447 0.26% 0.26% 335 0 0.0% Q2 2026 Aug 05, 2026
Prostatis Group LLC History No change 92,045 8,434 1.96% 1.96% 336 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 91,968 8,427 0.13% 0.13% 337 0 0.0% Q2 2026 Aug 10, 2026
RIK SAYLOR FINANCIAL, INC. History No change 91,911 8,422 5.58% 5.58% 338 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 91,652 8,398 0.24% 0.24% 339 0 0.0% Q2 2026 Aug 11, 2026
WESBANCO BANK INC History No change 90,776 8,318 0.21% 0.21% 340 0 0.0% Q2 2026 Jul 28, 2026
Precision Wealth Strategies, LLC History No change 90,551 8,298 2.5% 2.5% 341 0 0.0% Q2 2026 Aug 10, 2026
Mid-American Wealth Advisory Group, Inc. History No change 90,233 8,268 2.99% 2.99% 342 0 0.0% Q2 2026 Jul 16, 2026
BTS Asset Management, Inc. History No change 89,960 8,243 17.38% 17.38% 343 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 89,644 8,214 0.5% 0.5% 344 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 89,497 8,201 0.05% 0.05% 345 0 0.0% Q2 2026 Aug 10, 2026
Lunt Capital Management, Inc. History No change 89,266 8,180 3.0% 3.0% 346 0 0.0% Q2 2026 Jul 30, 2026
Capstone Wealth Management Group, Inc. History No change 89,213 8,175 4.93% 4.93% 347 0 0.0% Q2 2026 Jul 27, 2026
Titan Investment Management LLC History No change 89,122 8,167 6.05% 6.05% 348 0 0.0% Q2 2026 Aug 03, 2026
Advisors Preferred, LLC History No change 89,290 8,164 1.26% 1.26% 349 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 86,552 7,931 0.36% 0.36% 350 0 0.0% Q2 2026 Jul 23, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 86,167 7,896 5.85% 5.85% 351 0 0.0% Q2 2026 Jul 22, 2026
Legacy Capital Group California, Inc. History No change 85,499 7,835 2.36% 2.36% 352 0 0.0% Q2 2026 Jul 29, 2026
Jordan Park Group LLC History No change 85,165 7,804 0.4% 0.4% 353 0 0.0% Q2 2026 Aug 11, 2026
Boomfish Wealth Group, LLC History No change 84,960 7,785 3.55% 3.55% 354 0 0.0% Q2 2026 Aug 04, 2026
AssuredPartners Investment Advisors, LLC History No change 84,323 7,727 0.75% 0.75% 355 0 0.0% Q2 2026 Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 83,931 7,691 1.73% 1.73% 356 0 0.0% Q2 2026 Sep 02, 2026
Blueprint Financial Advisors LLC History No change 83,915 7,690 0.85% 0.85% 357 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 83,736 7,673 0.87% 0.87% 358 0 0.0% Q2 2026 Jul 10, 2026
Csenge Advisory Group History No change 82,861 7,593 0.31% 0.31% 359 0 0.0% Q2 2026 Aug 10, 2026
Compass Financial Services Inc History No change 82,209 7,533 2.82% 2.82% 360 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 82,196 7,532 0.55% 0.55% 361 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 81,680 7,485 0.62% 0.62% 362 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History No change 81,394 7,458 0.6% 0.6% 363 0 0.0% Q2 2026 Aug 06, 2026
Three Seasons Wealth, LLC History No change 81,142 7,435 0.68% 0.68% 364 0 0.0% Q2 2026 Aug 13, 2026
WESTBOURNE INVESTMENTS, INC. History No change 81,070 7,429 3.03% 3.03% 365 0 0.0% Q2 2026 Aug 11, 2026
Professional Financial Advisors, LLC History No change 80,050 7,335 1.27% 1.27% 366 0 0.0% Q2 2026 Jul 09, 2026
Investor's Fiduciary Advisor Network, LLC History No change 79,637 7,297 2.48% 2.48% 367 0 0.0% Q2 2026 Aug 13, 2026
ENTREWEALTH, LLC History No change 79,258 7,248 2.69% 2.69% 368 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 78,876 7,228 0.08% 0.08% 369 0 0.0% Q2 2026 Aug 12, 2026
Greenfield Seitz Capital Management, LLC History No change 78,787 7,220 2.15% 2.15% 370 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 78,064 7,153 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 03, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 76,972 7,053 2.12% 2.12% 372 0 0.0% Q2 2026 Jul 16, 2026
SLT Holdings LLC History No change 76,776 7,035 4.39% 4.39% 373 0 0.0% Q2 2026 Jul 17, 2026
Ethos Financial Group, LLC History No change 76,340 6,995 0.47% 0.47% 374 0 0.0% Q2 2026 Aug 07, 2026
Kassira Wealth Management LLC History No change 76,040 6,968 5.59% 5.59% 375 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 78,907 6,830 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 27, 2026
KG Capital Management History No change 74,141 6,794 4.04% 4.04% 377 0 0.0% Q2 2026 Aug 07, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 74,035 6,784 0.33% 0.33% 378 0 0.0% Q2 2026 Aug 10, 2026
Cyndeo Wealth Partners, LLC History No change 73,603 6,744 0.32% 0.32% 379 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 73,576 6,742 0.08% 0.08% 380 0 0.0% Q2 2026 Aug 07, 2026
IronBridge Private Wealth, LLC History No change 73,439 6,729 2.21% 2.21% 381 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 73,394 6,725 0.89% 0.89% 382 0 0.0% Q2 2026 Aug 04, 2026
GTS SECURITIES LLC History No change 72,927 6,683 0.14% 0.14% 383 0 0.0% Q2 2026 Aug 14, 2026
Wheelhouse Advisory Group LLC History No change 72,788 6,670 1.88% 1.88% 384 0 0.0% Q2 2026 Jul 23, 2026
Delta Investment Management, LLC History No change 72,597 6,652 1.09% 1.09% 385 0 0.0% Q2 2026 Aug 13, 2026
J.Safra Asset Management Corp History No change 72,072 6,604 0.3% 0.3% 386 0 0.0% Q2 2026 Aug 06, 2026
GFI Investment Counsel Ltd. History No change 72,044 6,602 0.9% 0.9% 387 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 72,043 6,601 0.2% 0.2% 388 0 0.0% Q2 2026 Jul 15, 2026
WealthPlan Investment Management, LLC History No change 71,155 6,520 0.32% 0.32% 389 0 0.0% Q2 2026 Jul 28, 2026
Wealth Advisors of Iowa, LLC History No change 71,148 6,519 1.77% 1.77% 390 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History No change 70,625 6,472 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 10, 2026
FAGAN ASSOCIATES, INC. History No change 70,347 6,446 0.79% 0.79% 392 0 0.0% Q2 2026 Aug 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 70,095 6,423 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
Lionsbridge Wealth Management LLC History No change 69,879 6,403 6.28% 6.28% 394 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 68,861 6,310 0.23% 0.23% 395 0 0.0% Q2 2026 Aug 12, 2026
EVEXIA WEALTH LLC History No change 68,787 6,288 1.7% 1.7% 396 0 0.0% Q2 2026 Aug 07, 2026
Matrix Trust Co History Reduced 68,555 6,282 0.91% 1.12% 397 -15,809 -18.74% Q3 2026 Oct 07, 2026
JCIC Asset Management Inc. History No change 68,261 6,255 1.92% 1.92% 398 0 0.0% Q2 2026 Jul 17, 2026
FIRST TRUST ADVISORS LP History No change 68,246 6,254 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 11, 2026
SACKS & ASSOCIATES, LLC History Reduced 67,906 6,222 4.34% 4.32% 400 -1,924 -2.76% Q3 2026 Oct 09, 2026
Fortis Capital Advisors, LLC History No change 67,532 6,188 0.7% 0.7% 401 0 0.0% Q2 2026 Jul 31, 2026
WealthTrust Asset Management, LLC History No change 67,463 6,182 3.35% 3.35% 402 0 0.0% Q2 2026 Jul 27, 2026
49 WEALTH MANAGEMENT, LLC History No change 67,118 6,150 1.17% 1.17% 403 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 67,118 6,150 1.17% 1.17% 404 0 0.0% Q2 2026 Aug 14, 2026
National Wealth Management Group, LLC History No change 66,813 6,122 1.89% 1.89% 405 0 0.0% Q2 2026 Jul 14, 2026
Plan Group Financial, LLC History No change 66,584 6,101 1.26% 1.26% 406 0 0.0% Q2 2026 Aug 03, 2026
4WEALTH ADVISORS, INC. History No change 65,909 6,039 4.64% 4.64% 407 0 0.0% Q2 2026 Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 65,850 6,034 0.09% 0.09% 408 0 0.0% Q2 2026 Aug 11, 2026
Teucrium Investment Advisors, LLC History No change 65,799 6,012 5.35% 5.35% 409 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 65,129 5,968 0.11% 0.11% 410 0 0.0% Q2 2026 Jul 20, 2026
Sovran Advisors, LLC History No change 64,963 5,952 0.44% 0.44% 411 0 0.0% Q2 2026 Jul 29, 2026
Constant Guidance Financial LLC History No change 64,683 5,927 3.72% 3.72% 412 0 0.0% Q2 2026 Aug 12, 2026
Smart Money Group LLC History No change 63,480 5,817 1.49% 1.49% 413 0 0.0% Q2 2026 Jul 29, 2026
MONECO ADVISORS, LLC History No change 63,191 5,790 0.35% 0.35% 414 0 0.0% Q2 2026 Aug 11, 2026
EAGLE CAPITAL MANAGEMENT LLC History No change 63,163 5,788 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 14, 2026
HAMILTON CAPITAL PARTNERS, LLC History No change 63,114 5,783 1.68% 1.68% 416 0 0.0% Q2 2026 Jul 20, 2026
NWAM LLC History No change 62,942 5,768 0.29% 0.29% 417 0 0.0% Q2 2026 Jul 23, 2026
Baring Financial LLC History Reduced 62,798 5,754 3.07% 3.2% 418 -595 -0.94% Q3 2026 Oct 07, 2026
Artesa Financial Group, LLC History No change 62,547 5,731 4.9% 4.9% 419 0 0.0% Q2 2026 Jul 27, 2026
Aviance Capital Partners, LLC History No change 62,379 5,716 0.59% 0.59% 420 0 0.0% Q2 2026 Jul 30, 2026
MRWM Advisors, LLC History No change 62,087 5,689 2.34% 2.34% 421 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA SECURITIES, LLC History No change 61,899 5,672 0.49% 0.49% 422 0 0.0% Q2 2026 Aug 14, 2026
Berkeley Capital Partners, LLC History No change 61,789 5,662 1.17% 1.17% 423 0 0.0% Q2 2026 Aug 06, 2026
HANOVER ADVISORS INC History No change 61,447 5,631 2.03% 2.03% 424 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 61,357 5,622 0.23% 0.23% 425 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 61,213 5,609 0.1% 0.1% 426 0 0.0% Q2 2026 Aug 06, 2026
Vertex Planning Partners, LLC History No change 60,982 5,588 0.83% 0.83% 427 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 60,713 5,563 0.36% 0.36% 428 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 60,534 5,547 0.14% 0.14% 429 0 0.0% Q2 2026 Jul 28, 2026
Crestwood Advisors Group, LLC History No change 59,970 5,495 0.08% 0.08% 430 0 0.0% Q2 2026 Aug 03, 2026
PW Nova Financial Services LLC History No change 59,577 5,459 1.17% 1.17% 431 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 59,139 5,419 0.18% 0.18% 432 0 0.0% Q2 2026 Aug 06, 2026
Sovereign Investment Advisors, LLC History No change 58,855 5,393 1.01% 1.01% 433 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 58,660 5,375 5.45% 5.45% 434 0 0.0% Q2 2026 Jul 29, 2026
Upper Left Wealth Management, LLC History No change 58,181 5,331 2.95% 2.95% 435 0 0.0% Q2 2026 Jul 14, 2026
Legacy Wealth Managment, LLC/ID History No change 57,482 5,267 2.17% 2.17% 436 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 57,220 5,243 0.15% 0.15% 437 0 0.0% Q2 2026 Jul 27, 2026
M Holdings Securities, Inc. History No change 57,187 5,233 0.72% 0.72% 438 0 0.0% Q2 2026 Aug 11, 2026
Scarborough Advisors, LLC History No change 56,790 5,196 0.6% 0.6% 439 0 0.0% Q2 2026 Jul 21, 2026
Raub Brock Capital Management LP History No change 56,651 5,191 1.43% 1.43% 440 0 0.0% Q2 2026 Jul 14, 2026
Pacific Life Fund Advisors LLC History No change 56,380 5,166 0.57% 0.57% 441 0 0.0% Q2 2026 Aug 04, 2026
Napier Financial, LLC History No change 56,383 5,166 1.08% 1.08% 442 0 0.0% Q2 2026 Jul 31, 2026
PRIVATE TRUST CO NA History No change 56,305 5,159 0.41% 0.41% 443 0 0.0% Q2 2026 Jul 28, 2026
Forza Wealth Management, LLC History No change 56,233 5,153 1.58% 1.58% 444 0 0.0% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History No change 55,785 5,112 0.2% 0.2% 445 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 55,330 5,070 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 54,821 5,023 2.8% 2.8% 447 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 54,504 4,994 0.32% 0.33% 448 +435 0.8% Q3 2026 Oct 08, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 54,134 4,960 0.46% 0.66% 449 -23,628 -30.39% Q3 2026 Oct 08, 2026
Beacon Wealthcare LLC History Added to 53,110 4,867 1.54% 1.31% 450 +8,638 19.42% Q3 2026 Oct 02, 2026
Cornerstone Investment Partners, LLC History No change 52,499 4,811 0.16% 0.16% 451 0 0.0% Q2 2026 Aug 07, 2026
Unique Wealth Strategies, LLC History No change 52,342 4,796 1.74% 1.74% 452 0 0.0% Q2 2026 Jul 15, 2026
Oliver Luxxe Assets LLC History No change 51,968 4,762 0.7% 0.7% 453 0 0.0% Q2 2026 Jul 09, 2026
Luken Investment Analytics, LLC History No change 51,839 4,750 1.66% 1.66% 454 0 0.0% Q2 2026 Jul 28, 2026
SFI Advisors, LLC History No change 51,615 4,729 4.08% 4.08% 455 0 0.0% Q2 2026 Jul 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 50,790 4,654 0.46% 0.46% 456 0 0.0% Q2 2026 Jul 31, 2026
Procyon Advisors, LLC History No change 50,232 4,603 0.2% 0.2% 457 0 0.0% Q2 2026 Jul 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 50,171 4,597 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
HEADINVEST, LLC History No change 50,111 4,592 0.86% 0.86% 459 0 0.0% Q2 2026 Aug 14, 2026
Alchemi Wealth, LLC History No change 50,043 4,586 2.15% 2.15% 460 0 0.0% Q2 2026 Jul 29, 2026
INSIGHT 2811, INC. History No change 50,037 4,585 1.77% 1.77% 461 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 49,970 4,579 1.15% 1.15% 462 0 0.0% Q2 2026 Jul 07, 2026
CIM, LLC History No change 49,692 4,553 0.59% 0.59% 463 0 0.0% Q2 2026 Aug 13, 2026
IPG Investment Advisors LLC History No change 49,567 4,542 0.65% 0.65% 464 0 0.0% Q2 2026 Aug 12, 2026
Wallace Advisory Group, LLC History No change 49,557 4,541 4.27% 4.27% 465 0 0.0% Q2 2026 Aug 03, 2026
Perennial Investment Advisors, LLC History No change 49,399 4,526 0.3% 0.3% 466 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 48,903 4,481 0.28% 0.28% 467 0 0.0% Q2 2026 Aug 10, 2026
TriaGen Wealth Management LLC History No change 48,694 4,462 1.12% 1.12% 468 0 0.0% Q2 2026 Jul 21, 2026
Concord Wealth Partners History No change 48,409 4,436 0.51% 0.51% 469 0 0.0% Q2 2026 Jul 27, 2026
Dean, Jacobson Financial Services, LLC History No change 48,252 4,421 2.43% 2.43% 470 0 0.0% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History No change 48,032 4,401 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 07, 2026
GK Wealth Management LLC History No change 47,906 4,390 2.31% 2.31% 472 0 0.0% Q2 2026 Jul 07, 2026
Clear Creek Financial Management, LLC History No change 47,505 4,353 0.28% 0.28% 473 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 47,403 4,343 0.05% 0.05% 474 0 0.0% Q2 2026 Aug 04, 2026
Kovack Advisors, Inc. History No change 46,934 4,299 0.21% 0.21% 475 0 0.0% Q2 2026 Jul 28, 2026
StoneX Group Inc. History No change 46,830 4,291 0.17% 0.17% 476 0 0.0% Q2 2026 Aug 12, 2026
Financial Solutions Advisory Group, Inc. History No change 46,787 4,279 0.54% 0.54% 477 0 0.0% Q2 2026 Jul 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 46,621 4,272 0.55% 0.55% 478 0 0.0% Q2 2026 Jul 10, 2026
CHOREO, LLC History No change 46,549 4,265 0.05% 0.05% 479 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Partners, Ltd. History No change 46,484 4,259 0.26% 0.26% 480 0 0.0% Q2 2026 Aug 12, 2026
Concord Asset Management, LLC/VA History No change 46,391 4,251 0.66% 0.66% 481 0 0.0% Q2 2026 Jul 27, 2026
Ruggiero Investments, Inc. History No change 45,763 4,193 3.53% 3.53% 482 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 45,565 4,175 1.42% 1.42% 483 0 0.0% Q2 2026 Jul 30, 2026
Worth Asset Management, LLC History Added to 44,791 4,104 1.2% 0.96% 484 +12,082 36.94% Q3 2026 Oct 07, 2026
Climber Capital SA History No change 94,097 4,102 2.51% 2.51% 485 0 0.0% Q2 2026 Jul 22, 2026
Hardworking Capital Advisors, LLC History No change 44,468 4,075 3.33% 3.33% 486 0 0.0% Q2 2026 Aug 03, 2026
Hershey Financial Advisers, LLC History No change 44,456 4,073 2.93% 2.93% 487 0 0.0% Q2 2026 Aug 11, 2026
Values First Advisors, Inc. History No change 44,058 4,037 1.84% 1.84% 488 0 0.0% Q2 2026 Aug 04, 2026
Legacy Wealth Advisors, LLC History No change 43,999 4,032 1.75% 1.75% 489 0 0.0% Q2 2026 Aug 14, 2026
Arrowroot Family Office, LLC History No change 43,985 4,030 1.15% 1.15% 490 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 43,971 4,029 0.06% 0.06% 491 0 0.0% Q2 2026 Aug 03, 2026
October Effect Ltd History No change 43,083 3,948 3.71% 3.71% 492 0 0.0% Q2 2026 Jul 21, 2026
Vontobel Holding Ltd. History No change 42,922 3,933 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 03, 2026
Palouse Capital Management, Inc. History No change 42,851 3,926 2.45% 2.45% 494 0 0.0% Q2 2026 Jul 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 42,786 3,920 0.04% 0.04% 495 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 42,600 3,903 0.42% 0.44% 496 -565 -1.31% Q3 2026 Oct 07, 2026
Clarity Financial LLC History No change 42,579 3,901 0.33% 0.33% 497 0 0.0% Q2 2026 Jul 20, 2026
Spartan Planning & Wealth Management History No change 41,418 3,795 2.53% 2.53% 498 0 0.0% Q2 2026 Jul 22, 2026
MAI Capital Management History No change 41,381 3,792 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 40,807 3,739 0.82% 0.82% 500 0 0.0% Q2 2026 Jul 06, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 40,792 3,738 2.68% 2.97% 501 -767 -1.85% Q3 2026 Oct 09, 2026
SEI INVESTMENTS CO History No change 40,162 3,680 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 39,990 3,664 0.05% 0.05% 503 0 0.0% Q2 2026 Aug 12, 2026
Core Wealth Partners LLC History No change 39,941 3,660 1.56% 1.56% 504 0 0.0% Q2 2026 Jul 17, 2026
Point Nemo Capital, LLC History No change 39,618 3,630 1.84% 1.84% 505 0 0.0% Q2 2026 Aug 07, 2026
Clear Trail Advisors, LLC History No change 39,589 3,627 0.55% 0.55% 506 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 39,551 3,624 0.07% 0.07% 507 0 0.0% Q2 2026 Jul 09, 2026
One Day In July LLC History No change 39,259 3,597 0.25% 0.25% 508 0 0.0% Q2 2026 Aug 03, 2026
JBR Co Financial Management Inc History No change 39,166 3,589 1.31% 1.31% 509 0 0.0% Q2 2026 Jul 09, 2026
Strategic Blueprint, LLC History No change 39,161 3,588 0.18% 0.18% 510 0 0.0% Q2 2026 Jul 23, 2026
Revisor Wealth Management LLC History No change 39,029 3,576 0.86% 0.86% 511 0 0.0% Q2 2026 Jul 21, 2026
1834 INVESTMENT ADVISORS CO History No change 38,809 3,556 0.4% 0.4% 512 0 0.0% Q2 2026 Jul 30, 2026
OakTrust Wealth Advisors, LLC History No change 38,655 3,542 3.05% 3.05% 513 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 38,429 3,521 0.07% 0.07% 514 0 0.0% Q2 2026 Jul 30, 2026
PECAUT & CO. History No change 38,396 3,518 1.07% 1.07% 515 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 38,386 3,517 0.08% 0.08% 516 0 0.0% Q2 2026 Jul 17, 2026
Intrepid Financial Planning Group LLC History No change 37,945 3,477 1.18% 1.18% 517 0 0.0% Q2 2026 Aug 12, 2026
NDWM LLC History No change 37,596 3,445 2.02% 2.02% 518 0 0.0% Q2 2026 Jul 23, 2026
Carr Financial Group Corp History No change 37,582 3,444 0.79% 0.79% 519 0 0.0% Q2 2026 Aug 06, 2026
Freestate Advisors LLC History Reduced 37,555 3,441 2.65% 2.81% 520 -3,549 -8.63% Q3 2026 Oct 09, 2026
Prime Capital Investment Advisors, LLC History No change 37,293 3,417 0.03% 0.03% 521 0 0.0% Q2 2026 Aug 05, 2026
Patten Group, Inc. History No change 37,159 3,405 0.53% 0.53% 522 0 0.0% Q2 2026 Aug 06, 2026
Tempus Wealth Planning, LLC History No change 36,767 3,369 0.66% 0.66% 523 0 0.0% Q2 2026 Jul 22, 2026
Engineers Gate Manager LP History No change 36,659 3,359 0.04% 0.04% 524 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 36,503 3,345 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 14, 2026
Roan Capital Partners History Added to 36,459 3,341 2.45% 2.69% 526 +1,118 3.16% Q3 2026 Oct 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 36,358 3,331 0.16% 0.16% 527 0 0.0% Q2 2026 Jul 20, 2026
Unison Advisors LLC History No change 36,278 3,324 0.23% 0.23% 528 0 0.0% Q2 2026 Jul 22, 2026
Comprehensive Financial Planning, Inc./PA History No change 36,110 3,309 1.76% 1.76% 529 0 0.0% Q2 2026 Aug 10, 2026
GeoWealth Management, LLC History No change 36,090 3,307 0.1% 0.1% 530 0 0.0% Q2 2026 Jul 30, 2026
Clio Asset Management LLC History No change 36,012 3,300 2.62% 2.62% 531 0 0.0% Q2 2026 Jul 23, 2026
Balance Wealth Partners LLC History No change 35,928 3,292 0.88% 0.88% 532 0 0.0% Q2 2026 Jul 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 35,773 3,278 2.22% 1.66% 533 +9,518 36.25% Q3 2026 Oct 09, 2026
Foguth Wealth Management, LLC. History No change 35,632 3,262 0.37% 0.37% 534 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 35,511 3,254 0.1% 0.1% 535 0 0.0% Q2 2026 Jul 09, 2026
Strategic Financial Concepts, LLC History No change 40,034 3,250 0.97% 0.97% 536 0 0.0% Q2 2026 Jul 27, 2026
Pioneer Wealth Management Group History Reduced 35,166 3,222 0.76% 0.78% 537 -48 -0.14% Q3 2026 Oct 08, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 35,040 3,202 2.11% 2.11% 538 0 0.0% Q2 2026 Jul 06, 2026
VISTA INVESTMENT MANAGEMENT History No change 34,692 3,179 0.96% 0.96% 539 0 0.0% Q2 2026 Aug 12, 2026
United Advisor Group, LLC History No change 34,668 3,176 0.34% 0.34% 540 0 0.0% Q2 2026 Jul 29, 2026
PORTLAND INVESTMENT COUNSEL INC. History No change 34,524 3,163 0.88% 0.88% 541 0 0.0% Q2 2026 Aug 13, 2026
TOWNSQUARE CAPITAL LLC History No change 34,417 3,153 0.58% 0.58% 542 0 0.0% Q2 2026 Aug 14, 2026
CULBERTSON A N & CO INC History No change 34,327 3,145 0.37% 0.37% 543 0 0.0% Q2 2026 Jul 29, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 34,328 3,145 2.16% 2.16% 544 0 0.0% Q2 2026 Aug 11, 2026
Strategent Financial, LLC History No change 34,275 3,140 1.81% 1.81% 545 0 0.0% Q2 2026 Aug 03, 2026
HRT FINANCIAL LP History No change 34,255 3,139 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 14, 2026
Lake Hills Wealth Management, LLC History Reduced 33,964 3,112 1.43% 1.44% 547 -585 -1.69% Q3 2026 Oct 07, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 33,717 3,089 0.07% 0.07% 548 0 0.0% Q2 2026 Aug 11, 2026
FWG Holdings, LLC History No change 33,695 3,086 1.07% 1.07% 549 0 0.0% Q2 2026 Aug 13, 2026
Capital Group Private Client Services, Inc. History No change 33,569 3,076 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 12, 2026
JNBA Financial Advisors History No change 33,496 3,069 0.23% 0.23% 551 0 0.0% Q2 2026 Jul 23, 2026
Lakewood Asset Management LLC History No change 32,838 3,009 1.65% 1.65% 552 0 0.0% Q2 2026 Aug 06, 2026
West Financial Advisors, LLC History No change 32,615 2,988 0.45% 0.45% 553 0 0.0% Q2 2026 Jul 08, 2026
Pearl Planning LLC History No change 32,596 2,987 1.37% 1.37% 554 0 0.0% Q2 2026 Jul 21, 2026
Discipline Wealth Solutions, LLC History No change 32,547 2,982 0.26% 0.26% 555 0 0.0% Q2 2026 Jul 21, 2026
Sherman Wealth Management LLC History No change 32,219 2,952 2.22% 2.22% 556 0 0.0% Q2 2026 Jul 09, 2026
INVENIO WEALTH PARTNERS LLC History No change 32,151 2,946 1.06% 1.06% 557 0 0.0% Q2 2026 Jul 30, 2026
Shore Point Advisors, LLC History No change 31,891 2,922 1.0% 1.0% 558 0 0.0% Q2 2026 Jul 14, 2026
Tillman Hartley LLC History No change 31,757 2,910 0.65% 0.65% 559 0 0.0% Q2 2026 Aug 06, 2026
Hudson Oak Wealth Advisory LLC History No change 31,463 2,883 2.22% 2.22% 560 0 0.0% Q2 2026 Jul 21, 2026
OLD MISSION CAPITAL LLC History No change 31,332 2,871 0.05% 0.05% 561 0 0.0% Q2 2026 Aug 14, 2026
LPWM LLC History No change 30,932 2,834 0.63% 0.63% 562 0 0.0% Q2 2026 Jul 24, 2026
MBA Advisors LLC History No change 30,888 2,830 0.95% 0.95% 563 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 30,828 2,825 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 12, 2026
Pekin Hardy Strauss, Inc. History No change 30,815 2,823 0.25% 0.25% 565 0 0.0% Q2 2026 Jul 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 30,676 2,811 0.0% 0.0% 566 0 0.0% Q2 2026 Sep 09, 2026
Capital Analysts, LLC History No change 30,620 2,806 0.06% 0.06% 567 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 30,525 2,797 0.19% 0.19% 568 0 0.0% Q2 2026 Jul 21, 2026
NorthCrest Asset Manangement, LLC History No change 30,569 2,795 0.07% 0.07% 569 0 0.0% Q2 2026 Jul 15, 2026
Three Cord True Wealth Management, LLC History No change 30,436 2,789 1.33% 1.33% 570 0 0.0% Q2 2026 Jul 23, 2026
Spartan Wealth Advisory Services LLC History No change 30,220 2,769 0.23% 0.23% 571 0 0.0% Q2 2026 Aug 05, 2026
Gambit Capital Management, LLC History No change 30,145 2,762 1.61% 1.61% 572 0 0.0% Q2 2026 Aug 11, 2026
Smithfield Trust Co History No change 30,085 2,757 0.11% 0.11% 573 0 0.0% Q2 2026 Aug 05, 2026
Empower Advisory Group, LLC History No change 30,076 2,756 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 12, 2026
TLWM History Reduced 30,049 2,753 0.44% 0.45% 575 -113 -0.37% Q3 2026 Oct 08, 2026
Vickerman Investment Advisors, Inc. History No change 29,917 2,741 0.53% 0.53% 576 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History No change 29,895 2,739 0.29% 0.29% 577 0 0.0% Q2 2026 Jul 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 29,749 2,726 0.08% 0.08% 578 0 0.0% Q2 2026 Aug 10, 2026
Global View Capital Management LLC History No change 29,618 2,714 0.56% 0.56% 579 0 0.0% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History No change 29,389 2,693 0.09% 0.09% 580 0 0.0% Q2 2026 Jul 17, 2026
Silicon Valley Capital Partners History No change 29,386 2,692 0.22% 0.22% 581 0 0.0% Q2 2026 Sep 21, 2026
Snowden Capital Advisors LLC History No change 29,183 2,674 0.06% 0.06% 582 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 28,957 2,653 0.54% 0.54% 583 0 0.0% Q2 2026 Jul 15, 2026
PALLADIEM, LLC History No change 28,593 2,620 2.54% 2.54% 584 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 28,536 2,615 0.19% 0.19% 585 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 28,349 2,597 0.13% 0.13% 586 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 28,341 2,597 0.3% 0.3% 587 0 0.0% Q2 2026 Jul 27, 2026
TFB Advisors LLC History No change 28,337 2,596 1.14% 1.14% 588 0 0.0% Q2 2026 Aug 06, 2026
Kopion Asset Management, LLC History Reduced 27,886 2,555 1.63% 1.84% 589 -3,938 -12.37% Q3 2026 Oct 09, 2026
Ducere Wealth Management LLC History No change 27,811 2,548 0.77% 0.77% 590 0 0.0% Q2 2026 Jul 28, 2026
Net Worth Advisory Group History No change 27,693 2,537 0.64% 0.64% 591 0 0.0% Q2 2026 Jul 13, 2026
Waverly Advisors, LLC History No change 27,666 2,535 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 27,744 2,534 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning, LLC History No change 28,227 2,533 0.59% 0.59% 594 0 0.0% Q2 2026 Jul 29, 2026
Coyle Financial Counsel LLC History No change 27,542 2,523 0.46% 0.46% 595 0 0.0% Q2 2026 Aug 07, 2026
SMITH, MOORE & CO. History No change 27,429 2,513 0.16% 0.16% 596 0 0.0% Q2 2026 Aug 12, 2026
Tranquilli Financial Advisor LLC History No change 27,337 2,505 1.35% 1.35% 597 0 0.0% Q2 2026 Aug 07, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 27,345 2,505 1.01% 1.01% 598 0 0.0% Q2 2026 Jul 28, 2026
MONEY CONCEPTS CAPITAL CORP History No change 27,324 2,503 0.12% 0.12% 599 0 0.0% Q2 2026 Aug 04, 2026
Sherman Asset Management, Inc. History No change 27,320 2,503 1.94% 1.94% 600 0 0.0% Q2 2026 Aug 05, 2026
THOR TRADING ADVISORS, LLC History No change 27,280 2,499 0.78% 0.78% 601 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Group, LLC History No change 27,109 2,484 0.15% 0.15% 602 0 0.0% Q2 2026 Jul 27, 2026
Laird Norton Wetherby Trust Company, LLC History No change 27,101 2,483 0.05% 0.05% 603 0 0.0% Q2 2026 Aug 14, 2026
Tactive Advisors, LLC History Added to 26,980 2,472 0.59% 0.11% 604 +21,911 432.25% Q3 2026 Oct 08, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 26,720 2,448 0.52% 0.52% 605 0 0.0% Q2 2026 Jul 16, 2026
Fjell Capital, LLC History No change 26,605 2,438 1.66% 1.66% 606 0 0.0% Q2 2026 Jul 15, 2026
PFG Advisors History No change 26,388 2,418 0.12% 0.12% 607 0 0.0% Q2 2026 Jul 16, 2026
Macco Financial Group, Inc. History No change 26,321 2,412 1.57% 1.57% 608 0 0.0% Q2 2026 Aug 07, 2026
Mattson Financial Services, LLC History No change 26,251 2,402 0.5% 0.5% 609 0 0.0% Q2 2026 Aug 04, 2026
Stone Wealth Partners History No change 25,995 2,382 1.74% 1.74% 610 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 25,822 2,366 0.04% 0.04% 611 0 0.0% Q2 2026 Aug 05, 2026
Aurora Investment Managers, LLC. History No change 25,644 2,350 1.44% 1.44% 612 0 0.0% Q2 2026 Jul 08, 2026
Accurate Wealth Management, LLC History No change 25,286 2,313 0.22% 0.22% 613 0 0.0% Q2 2026 Jul 14, 2026
STEPHENS INC /AR/ History No change 25,221 2,311 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 29, 2026
Quartz Partners, LLC History No change 25,103 2,300 0.75% 0.75% 615 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 25,028 2,293 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 06, 2026
PETRA FINANCIAL ADVISORS INC History No change 24,720 2,265 1.05% 1.05% 617 0 0.0% Q2 2026 Jul 24, 2026
ASHTON THOMAS SECURITIES, LLC History No change 24,474 2,242 0.33% 0.33% 618 0 0.0% Q2 2026 Jul 27, 2026
Axim Planning & Wealth History No change 24,316 2,228 3.11% 3.11% 619 0 0.0% Q2 2026 Aug 13, 2026
Hara Capital LLC History No change 24,176 2,215 1.17% 1.17% 620 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 24,163 2,214 0.08% 0.08% 621 0 0.0% Q2 2026 Aug 13, 2026
Signet Private Wealth LLC History No change 24,166 2,214 1.77% 1.77% 622 0 0.0% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 23,930 2,192 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 23,778 2,179 0.91% 0.91% 624 0 0.0% Q2 2026 Jul 24, 2026
Private Advisory Group LLC History No change 23,710 2,172 0.12% 0.12% 625 0 0.0% Q2 2026 Aug 06, 2026
Outbound Financial Inc History No change 23,610 2,163 1.4% 1.4% 626 0 0.0% Q2 2026 Jul 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 23,512 2,154 0.04% 0.04% 627 0 0.0% Q2 2026 Aug 04, 2026
Turim 21 Investimentos Ltda. History No change 23,246 2,130 0.35% 0.35% 628 0 0.0% Q2 2026 Aug 10, 2026
TUCKER ASSET MANAGEMENT LLC History No change 23,231 2,128 0.53% 0.53% 629 0 0.0% Q2 2026 Aug 27, 2026
Broussard Financial Group LLC History No change 23,193 2,125 1.7% 1.7% 630 0 0.0% Q2 2026 Jul 27, 2026
FLOW TRADERS U.S. LLC History No change 23,058 2,113 0.09% 0.09% 631 0 0.0% Q2 2026 Aug 14, 2026
American Institute for Advanced Investment Management, LLP History No change 23,025 2,110 1.22% 1.22% 632 0 0.0% Q2 2026 Jul 21, 2026
Independent Wealth Network Inc. History No change 22,900 2,098 0.53% 0.53% 633 0 0.0% Q2 2026 Jul 20, 2026
Austin Wealth Management, LLC History No change 22,911 2,097 0.44% 0.44% 634 0 0.0% Q2 2026 Jul 22, 2026
Tennessee Valley Asset Management Partners History No change 22,636 2,074 0.23% 0.23% 635 0 0.0% Q2 2026 Aug 10, 2026
Bricktown Capital, LLC History No change 22,496 2,061 0.37% 0.37% 636 0 0.0% Q2 2026 Jul 15, 2026
Naviter Wealth, LLC History No change 22,191 2,033 0.18% 0.18% 637 0 0.0% Q2 2026 Aug 07, 2026
THOMPSON DAVIS & CO., INC. History No change 22,133 2,028 1.21% 1.21% 638 0 0.0% Q2 2026 Jul 29, 2026
Financial Planning Fort Collins, LLC History No change 22,163 2,027 1.54% 1.54% 639 0 0.0% Q2 2026 Jul 10, 2026
Cullen Capital Management, LLC History No change 22,099 2,025 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 13, 2026
Nutshell Asset Management Ltd History No change 22,106 2,025 0.68% 0.68% 641 0 0.0% Q2 2026 Aug 12, 2026
HARMONY ASSET MANAGEMENT LLC History No change 21,894 2,006 0.54% 0.54% 642 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 21,869 2,004 0.05% 0.05% 643 0 0.0% Q2 2026 Jul 07, 2026
RWA WEALTH PARTNERS, LLC History No change 21,841 2,001 0.02% 0.02% 644 0 0.0% Q2 2026 Aug 07, 2026
Murchinson Ltd. History No change 21,844 2,001 0.28% 0.28% 645 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 21,807 1,998 0.14% 0.14% 646 0 0.0% Q2 2026 Sep 04, 2026
Smartleaf Asset Management LLC History No change 21,723 1,990 0.06% 0.06% 647 0 0.0% Q2 2026 Aug 12, 2026
Clarkston Capital Partners, LLC History No change 21,510 1,971 0.17% 0.17% 648 0 0.0% Q2 2026 Aug 11, 2026
Red Door Wealth Management, LLC History No change 21,338 1,955 0.18% 0.18% 649 0 0.0% Q2 2026 Jul 13, 2026
Global Assets Advisory, LLC History No change 21,347 1,950 0.43% 0.43% 650 0 0.0% Q2 2026 Jul 27, 2026
CacheTech Inc. History No change 21,204 1,943 0.31% 0.31% 651 0 0.0% Q2 2026 Aug 11, 2026
J. Safra Sarasin Holding AG History No change 21,148 1,938 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 31, 2026
BlackRock, Inc. History No change 21,145 1,937 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 21,045 1,928 0.52% 0.91% 654 -16,877 -44.5% Q3 2026 Oct 02, 2026
Astoria Portfolio Advisors LLC. History No change 21,004 1,924 0.32% 0.32% 655 0 0.0% Q2 2026 Jul 28, 2026
Compound Planning, Inc. History No change 20,971 1,921 0.05% 0.05% 656 0 0.0% Q2 2026 Aug 04, 2026
ZEGA Investments, LLC History No change 20,707 1,897 0.19% 0.19% 657 0 0.0% Q2 2026 Jul 31, 2026
BayBridge Capital Group, LLC History No change 20,572 1,885 0.98% 0.98% 658 0 0.0% Q2 2026 Jul 14, 2026
NTV ASSET MANAGEMENT LLC History No change 20,520 1,880 0.18% 0.18% 659 0 0.0% Q2 2026 Aug 05, 2026
Ramiah Investment Group History No change 20,328 1,862 1.42% 1.42% 660 0 0.0% Q2 2026 Jul 16, 2026
NATIXIS ADVISORS, LLC History No change 20,207 1,851 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 20,184 1,844 0.11% 0.11% 662 0 0.0% Q2 2026 Jul 22, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 20,104 1,842 0.14% 0.14% 663 0 0.0% Q2 2026 Jul 16, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 20,053 1,837 0.11% 0.11% 664 0 0.0% Q2 2026 Jul 29, 2026
Brown Miller Wealth Management, LLC History No change 19,958 1,828 0.46% 0.46% 665 0 0.0% Q2 2026 Jul 16, 2026
Rothschild Wealth LLC History No change 19,910 1,824 0.15% 0.15% 666 0 0.0% Q2 2026 Aug 11, 2026
Brand Asset Management Group, Inc. History No change 19,859 1,819 0.4% 0.4% 667 0 0.0% Q2 2026 Aug 12, 2026
KICKSTAND VENTURES, LLC. History No change 19,742 1,809 0.33% 0.33% 668 0 0.0% Q2 2026 Jul 30, 2026
WealthTrak Capital Management LLC History No change 19,721 1,807 1.19% 1.19% 669 0 0.0% Q2 2026 Aug 04, 2026
CFG Wealth Management Services, Inc. History No change 19,617 1,797 1.69% 1.69% 670 0 0.0% Q2 2026 Jul 15, 2026
HFG Advisors, Inc. History No change 19,602 1,796 1.12% 1.12% 671 0 0.0% Q2 2026 Aug 07, 2026
CABOT WEALTH MANAGEMENT INC History No change 19,581 1,794 0.18% 0.18% 672 0 0.0% Q2 2026 Jul 31, 2026
Parkway Wealth Management Group, LLC History No change 19,485 1,785 0.21% 0.21% 673 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 19,446 1,781 0.03% 0.03% 674 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 19,408 1,778 0.08% 0.08% 675 0 0.0% Q2 2026 Jul 23, 2026
CPR Investments Inc. History No change 19,287 1,767 1.36% 1.36% 676 0 0.0% Q2 2026 Jul 14, 2026
Savant Capital, LLC History No change 19,234 1,762 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 10, 2026
SWMG, LLC History No change 19,030 1,741 0.41% 0.41% 678 0 0.0% Q2 2026 Jul 15, 2026
Waycross Investment Management Co History No change 18,977 1,739 1.32% 1.32% 679 0 0.0% Q2 2026 Jul 14, 2026
Adams Wealth Management History No change 18,560 1,700 0.33% 0.33% 680 0 0.0% Q2 2026 Aug 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 18,547 1,698 0.55% 0.55% 681 0 0.0% Q2 2026 Jul 23, 2026
Onyx Bridge Wealth Group LLC History No change 18,510 1,696 0.15% 0.15% 682 0 0.0% Q2 2026 Jul 23, 2026
Strait & Sound Wealth Management LLC History No change 18,456 1,691 0.59% 0.59% 683 0 0.0% Q2 2026 Aug 17, 2026
Prairiewood Capital, LLC History No change 18,299 1,676 0.43% 0.43% 684 0 0.0% Q2 2026 Jul 28, 2026
Coppell Advisory Solutions LLC History No change 25,570 1,674 0.14% 0.14% 685 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 18,031 1,652 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 14, 2026
RATIONAL ADVISORS, INC. History No change 17,970 1,646 0.15% 0.15% 687 0 0.0% Q2 2026 Jul 24, 2026
Tidemark, LLC History No change 17,971 1,646 0.37% 0.37% 688 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History Added to 17,941 1,644 0.29% 0.29% 689 +687 3.98% Q3 2026 Oct 05, 2026
Ascension Capital Advisors, Inc. History No change 17,915 1,641 0.46% 0.46% 690 0 0.0% Q2 2026 Jul 27, 2026
WESPAC Advisors, LLC History No change 17,883 1,638 0.8% 0.8% 691 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 17,823 1,633 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 17,795 1,630 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 12, 2026
Serenus Wealth Advisors, LLC History No change 17,724 1,624 0.28% 0.28% 694 0 0.0% Q2 2026 Aug 05, 2026
FIRST HORIZON CORP History No change 17,704 1,622 0.06% 0.06% 695 0 0.0% Q2 2026 Jul 20, 2026
Fortune Financial Advisors, LLC History No change 17,629 1,615 0.69% 0.69% 696 0 0.0% Q2 2026 Jul 22, 2026
Pure Financial Advisors, LLC History No change 17,536 1,606 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 17,440 1,598 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 17,421 1,596 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 14, 2026
Copley Financial Group, Inc. History No change 17,408 1,595 0.96% 0.96% 700 0 0.0% Q2 2026 Aug 11, 2026
Thompson David Blair History No change 17,348 1,589 0.79% 0.79% 701 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 17,222 1,578 0.26% 0.26% 702 0 0.0% Q2 2026 Jul 30, 2026
Third View Private Wealth, LLC History No change 17,182 1,574 0.19% 0.19% 703 0 0.0% Q2 2026 Jul 27, 2026
Traub Capital Management LLC History No change 17,089 1,566 1.4% 1.4% 704 0 0.0% Q2 2026 Jul 23, 2026
Betterment LLC History No change 16,976 1,556 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 14, 2026
Live Oak Private Wealth LLC History No change 16,926 1,551 0.19% 0.19% 706 0 0.0% Q2 2026 Jul 20, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 16,917 1,550 0.1% 0.1% 707 0 0.0% Q2 2026 Aug 04, 2026
Capital CS Group, LLC History No change 16,924 1,550 1.22% 1.22% 708 0 0.0% Q2 2026 Aug 12, 2026
CHANNEL WEALTH LLC History No change 16,801 1,539 0.35% 0.35% 709 0 0.0% Q2 2026 Aug 04, 2026
Cannell & Spears LLC History No change 16,690 1,529 0.03% 0.03% 710 0 0.0% Q2 2026 Aug 11, 2026
WORLD EQUITY GROUP, INC. History No change 16,612 1,522 0.34% 0.34% 711 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 16,573 1,518 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 15, 2026
Independent Advisor Alliance History No change 16,389 1,501 0.04% 0.04% 713 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Advisors, LLC History No change 16,375 1,500 0.08% 0.08% 714 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 16,294 1,493 0.02% 0.02% 715 0 0.0% Q2 2026 Aug 13, 2026
Marion Wealth Management History No change 16,219 1,486 0.3% 0.3% 716 0 0.0% Q2 2026 Jul 16, 2026
VestGen Investment Management History No change 16,208 1,485 0.79% 0.79% 717 0 0.0% Q2 2026 Jul 31, 2026
First Citizens Financial Corp History Added to 16,186 1,483 0.62% 0.44% 718 +4,614 39.87% Q3 2026 Oct 02, 2026
LVW Advisors, LLC History No change 16,175 1,482 0.13% 0.13% 719 0 0.0% Q2 2026 Jul 15, 2026
Ameliora Wealth Management Ltd. History No change 16,163 1,481 0.44% 0.44% 720 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 16,048 1,470 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 06, 2026
Pacific Park Financial, Inc. History No change 15,929 1,459 0.85% 0.85% 722 0 0.0% Q2 2026 Jul 21, 2026
RPG Investment Advisory, LLC History No change 15,850 1,452 0.15% 0.15% 723 0 0.0% Q2 2026 Aug 04, 2026
Modera Wealth Management, LLC History No change 15,768 1,444 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 03, 2026
Stirlingshire Investments, Inc. History No change 15,740 1,442 1.07% 1.07% 725 0 0.0% Q2 2026 Jul 31, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 15,719 1,440 0.16% 0.16% 726 0 0.0% Q2 2026 Jul 09, 2026
Leading Edge Financial Planning LLC History No change 15,703 1,439 0.26% 0.26% 727 0 0.0% Q2 2026 Aug 06, 2026
Dogwood Wealth Management LLC History No change 15,608 1,430 0.56% 0.56% 728 0 0.0% Q2 2026 Jul 06, 2026
Catalyst Capital Advisors LLC History No change 15,500 1,420 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 24, 2026
DORVAL Corp History No change 15,458 1,416 0.41% 0.41% 730 0 0.0% Q2 2026 Jul 24, 2026
Diversified Portfolios, Inc. History No change 15,419 1,413 0.1% 0.1% 731 0 0.0% Q2 2026 Aug 04, 2026
Robinswood Financial LLC History No change 15,188 1,391 0.4% 0.4% 732 0 0.0% Q2 2026 Jul 14, 2026
Auxano Advisors, LLC History No change 15,155 1,388 0.26% 0.26% 733 0 0.0% Q2 2026 Aug 07, 2026
RPS ADVISORY SOLUTIONS LLC History No change 15,064 1,380 0.91% 0.91% 734 0 0.0% Q2 2026 Aug 11, 2026
Arrington Capital Management, LLC History No change 15,000 1,374 0.84% 0.84% 735 0 0.0% Q2 2026 Aug 11, 2026
AllGen Financial Advisors, Inc. History No change 14,959 1,370 0.3% 0.3% 736 0 0.0% Q2 2026 Jul 22, 2026
Ascent Wealth Partners, LLC History No change 14,911 1,366 0.14% 0.14% 737 0 0.0% Q2 2026 Jul 31, 2026
Sequent Planning LLC History No change 14,821 1,358 0.29% 0.29% 738 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 14,728 1,349 0.08% 0.08% 739 0 0.0% Q2 2026 Aug 14, 2026
Larry Mathis Financial Planning, LLC History No change 14,711 1,348 1.03% 1.03% 740 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 14,633 1,340 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 14,557 1,333 0.03% 0.03% 742 0 0.0% Q2 2026 Jul 13, 2026
DIVERSIFIED MANAGEMENT INC History New 14,470 1,326 0.23% — 743 +14,470 New Q3 2026 Oct 08, 2026
GatePass Capital, LLC History No change 14,450 1,324 0.5% 0.5% 744 0 0.0% Q2 2026 Jul 30, 2026
Falcon Wealth Planning History No change 14,440 1,323 0.08% 0.08% 745 0 0.0% Q2 2026 Jul 13, 2026
PINKERTON WEALTH, LLC History No change 14,418 1,321 0.11% 0.11% 746 0 0.0% Q2 2026 Jul 30, 2026
Legacy Wealth Partners, LLC History No change 14,406 1,320 0.3% 0.3% 747 0 0.0% Q2 2026 Jul 22, 2026
SMART Wealth LLC History No change 14,130 1,294 0.28% 0.28% 748 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Group, LLC History No change 13,987 1,281 0.49% 0.49% 749 0 0.0% Q2 2026 Jul 08, 2026
WELLINGTON-ALTUS USA INC. History No change 13,548 1,241 0.88% 0.88% 750 0 0.0% Q2 2026 Sep 17, 2026
Jupiter Topco LLC History No change 13,483 1,235 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Reduced 13,467 1,234 0.02% 0.02% 752 -962 -6.67% Q3 2026 Oct 05, 2026
Eddie Patel Inc History No change 13,417 1,229 0.73% 0.73% 753 0 0.0% Q2 2026 Aug 11, 2026
Entruity Wealth, LLC History No change 13,310 1,219 0.79% 0.79% 754 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 13,240 1,213 0.08% 0.08% 755 0 0.0% Q2 2026 Jul 17, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 13,244 1,213 0.34% 0.34% 756 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 13,228 1,212 0.38% 0.38% 757 0 0.0% Q2 2026 Jul 31, 2026
Focused Wealth Management, Inc History No change 13,136 1,203 0.1% 0.1% 758 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 13,171 1,203 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 13,075 1,198 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 10, 2026
Seed Wealth Management, Inc. History No change 12,975 1,189 0.75% 0.75% 761 0 0.0% Q2 2026 Jul 27, 2026
Integrity Advisory Solutions, LLC History No change 12,971 1,188 0.12% 0.12% 762 0 0.0% Q2 2026 Jul 31, 2026
Collier Financial History No change 12,955 1,187 0.81% 0.81% 763 0 0.0% Q2 2026 Jul 30, 2026
Verum Partners LLC History No change 12,939 1,185 0.18% 0.18% 764 0 0.0% Q2 2026 Jul 22, 2026
Invariant Investment Management History Added to 12,882 1,177 0.68% 0.5% 765 +3,507 37.41% Q3 2026 Oct 08, 2026
Bridgewealth Advisory Group, LLC History No change 12,804 1,173 0.22% 0.22% 766 0 0.0% Q2 2026 Jul 27, 2026
Dorsey & Whitney Trust CO LLC History No change 12,799 1,172 0.06% 0.06% 767 0 0.0% Q2 2026 Aug 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 12,787 1,171 0.31% 0.31% 768 0 0.0% Q2 2026 Jul 09, 2026
Souders Financial Advisors History No change 12,762 1,169 0.12% 0.12% 769 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Management, LLC History No change 12,700 1,163 0.05% 0.05% 770 0 0.0% Q2 2026 Jul 22, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 12,526 1,147 0.22% 0.26% 771 -1,011 -7.47% Q3 2026 Oct 05, 2026
Briaud Financial Planning Inc History No change 12,441 1,140 0.3% 0.3% 772 0 0.0% Q2 2026 Jul 30, 2026
Sigma Planning Corp History No change 12,310 1,128 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 07, 2026
Attessa Capital LLC History Added to 12,279 1,125 0.48% 0.19% 774 +7,737 170.34% Q3 2026 Oct 08, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 12,122 1,110 0.1% 0.1% 775 0 0.0% Q2 2026 Jul 28, 2026
Brown Financial Advisors History No change 12,100 1,108 0.39% 0.39% 776 0 0.0% Q2 2026 Aug 26, 2026
Significant Wealth Partners LLC History No change 12,069 1,106 1.2% 1.2% 777 0 0.0% Q2 2026 Jul 14, 2026
PINNACLE ASSOCIATES LTD History No change 12,061 1,105 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 03, 2026
Convergence Financial, LLC History No change 12,048 1,104 0.09% 0.09% 779 0 0.0% Q2 2026 Aug 05, 2026
Tortuga Wealth Management, Inc History No change 12,057 1,104 0.84% 0.84% 780 0 0.0% Q2 2026 Jul 30, 2026
B.O.S.S. Retirement Advisors, LLC History No change 12,045 1,103 0.3% 0.3% 781 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT CAPITAL STRATEGIES History No change 11,949 1,095 0.38% 0.38% 782 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 11,897 1,090 0.04% 0.04% 783 0 0.0% Q2 2026 Jul 20, 2026
Welch Group, LLC History No change 11,877 1,088 0.04% 0.04% 784 0 0.0% Q2 2026 Jul 23, 2026
Richmond Investment Services, LLC History No change 11,874 1,088 0.34% 0.34% 785 0 0.0% Q2 2026 Jul 27, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 11,787 1,080 0.29% 0.29% 786 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 11,716 1,073 0.11% 0.11% 787 0 0.0% Q2 2026 Jul 30, 2026
Fulcrum Equity Management History No change 11,699 1,072 0.79% 0.79% 788 0 0.0% Q2 2026 Jul 09, 2026
Pointe Capital Management LLC History No change 11,662 1,068 0.48% 0.48% 789 0 0.0% Q2 2026 Aug 14, 2026
New Harbor Financial Group, LLC History No change 11,640 1,066 0.17% 0.17% 790 0 0.0% Q2 2026 Jul 23, 2026
Castleview Partners, LLC History Reduced 11,630 1,065 0.47% 0.64% 791 -4,333 -27.14% Q3 2026 Oct 09, 2026
Karpus Management, Inc. History No change 11,590 1,062 0.03% 0.03% 792 0 0.0% Q2 2026 Aug 14, 2026
McElhenny Sheffield Capital Management, LLC History No change 11,561 1,059 0.26% 0.26% 793 0 0.0% Q2 2026 Jul 22, 2026
XY Planning Network, Inc. History No change 11,478 1,051 0.13% 0.13% 794 0 0.0% Q2 2026 Jul 14, 2026
Sunpointe, LLC History No change 11,423 1,046 0.3% 0.3% 795 0 0.0% Q2 2026 Jul 24, 2026
Intrua Financial, LLC History No change 11,331 1,038 0.1% 0.1% 796 0 0.0% Q2 2026 Jul 24, 2026
Richard W. Paul & Associates, LLC History No change 11,334 1,038 0.32% 0.32% 797 0 0.0% Q2 2026 Aug 10, 2026
Rockport Wealth LLC History No change 11,260 1,031 0.17% 0.17% 798 0 0.0% Q2 2026 Jul 27, 2026
Monument Capital Management History Added to 11,245 1,030 0.21% 0.19% 800 +838 8.05% Q3 2026 Oct 08, 2026
McGowan Group Asset Management, Inc. History No change 11,247 1,030 0.13% 0.13% 799 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 11,115 1,019 0.21% 0.21% 801 0 0.0% Q2 2026 Aug 06, 2026
Paulson Wealth Management Inc. History No change 11,104 1,017 0.22% 0.22% 802 0 0.0% Q2 2026 Aug 04, 2026
Werba Rubin Papier Wealth Management History No change 11,023 1,010 0.12% 0.12% 803 0 0.0% Q2 2026 Jul 27, 2026
Sharp Wealth Advisory, LLC History No change 10,938 1,002 0.46% 0.46% 804 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 10,937 1,002 0.13% 0.13% 805 0 0.0% Q2 2026 Jul 23, 2026
Premier Private Wealth Management LLC History No change 10,943 1,002 0.88% 0.88% 806 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 10,912 999 0.05% 0.05% 807 0 0.0% Q2 2026 Aug 07, 2026
J. M. Brown & Associates Inc. History No change 10,910 999 0.57% 0.57% 808 0 0.0% Q2 2026 Jul 23, 2026
Royal Fund Management, LLC History No change 10,880 997 0.08% 0.08% 809 0 0.0% Q2 2026 Jul 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 10,845 993 0.04% 0.04% 810 0 0.0% Q2 2026 Jul 21, 2026
Faithward Advisors, LLC History No change 10,829 992 0.12% 0.12% 811 0 0.0% Q2 2026 Aug 12, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 10,702 980 0.1% 0.1% 812 0 0.0% Q2 2026 Jul 07, 2026
Occidental Asset Management, LLC History No change 10,673 978 0.1% 0.1% 813 0 0.0% Q2 2026 Aug 07, 2026
Black Swift Group, LLC History No change 10,625 973 0.14% 0.14% 814 0 0.0% Q2 2026 Aug 13, 2026
Guardian Partners Inc. History No change 10,614 972 0.09% 0.09% 815 0 0.0% Q2 2026 Jul 29, 2026
Addison Capital Co History No change 10,530 964 0.16% 0.16% 816 0 0.0% Q2 2026 Aug 04, 2026
GREENLEAF TRUST History No change 10,490 961 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 21, 2026
Allianz Asset Management GmbH History No change 10,370 950 0.0% 0.0% 818 0 0.0% Q2 2026 Sep 02, 2026
Itau Unibanco Holding S.A. History No change 10,357 949 0.02% 0.02% 819 0 0.0% Q2 2026 Aug 14, 2026
UNIQUE WEALTH, LLC History No change 10,366 949 0.11% 0.11% 820 0 0.0% Q2 2026 Jul 21, 2026
Beacon Bank & Trust History No change 10,307 944 0.18% 0.18% 821 0 0.0% Q2 2026 Aug 03, 2026
Arlington Trust Co LLC History No change 10,294 943 0.08% 0.08% 822 0 0.0% Q2 2026 Jul 07, 2026
OneAscent Financial Services LLC History No change 10,232 937 0.04% 0.04% 823 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 10,206 935 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 21, 2026
TFR Capital, LLC. History No change 10,209 935 0.26% 0.26% 825 0 0.0% Q2 2026 Aug 06, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 10,197 934 0.12% 0.12% 826 0 0.0% Q2 2026 Aug 11, 2026
Wealth Architects, LLC History No change 10,003 916 0.07% 0.07% 827 0 0.0% Q2 2026 Jul 23, 2026
Claro Advisors Inc. History No change 9,903 907 0.1% 0.1% 828 0 0.0% Q2 2026 Jul 30, 2026
Capital Planning LLC History No change 9,861 903 0.24% 0.26% 829 0 0.0% Q3 2026 Oct 09, 2026
Choate Investment Advisors History No change 9,801 898 0.02% 0.02% 830 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 9,756 894 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History No change 9,750 893 0.04% 0.04% 832 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History No change 9,701 888 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 10, 2026
PVG ASSET MANAGEMENT CORP History No change 9,671 886 0.51% 0.51% 834 0 0.0% Q2 2026 Jul 01, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 9,653 884 0.03% 0.03% 835 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL SINKLER & STARR/PA History No change 9,408 862 0.36% 0.36% 836 0 0.0% Q2 2026 Jul 21, 2026
REGIMEN WEALTH, LLC History No change 9,404 861 0.23% 0.23% 837 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 9,387 860 0.04% 0.04% 838 0 0.0% Q2 2026 Jul 28, 2026
Advisor Resource Council History No change 9,247 845 0.24% 0.24% 839 0 0.0% Q2 2026 Jul 28, 2026
Presper Financial Architects, LLC History No change 9,041 828 0.43% 0.43% 840 0 0.0% Q2 2026 Aug 11, 2026
Stratos Investment Management, LLC History No change 8,995 824 0.03% 0.03% 841 0 0.0% Q2 2026 Aug 11, 2026
Main Street Financial Solutions, LLC History No change 8,915 816 0.05% 0.05% 842 0 0.0% Q2 2026 Aug 07, 2026
MFG WEALTH MANAGEMENT, INC. History Added to 8,876 813 0.59% 0.55% 843 +484 5.77% Q3 2026 Oct 08, 2026
BLAIR WILLIAM & CO/IL History No change 8,799 806 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 11, 2026
Sage Mountain Advisors LLC History No change 8,764 803 0.05% 0.05% 845 0 0.0% Q2 2026 Aug 05, 2026
Collaborative Fund Advisors, LLC History No change 8,658 793 0.46% 0.46% 846 0 0.0% Q2 2026 Jul 30, 2026
CFS Investment Advisory Services, LLC History No change 8,661 791 0.05% 0.05% 847 0 0.0% Q2 2026 Jul 16, 2026
MAIRS & POWER INC History No change 8,627 790 0.01% 0.01% 848 0 0.0% Q2 2026 Aug 14, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 8,475 776 0.11% 0.11% 849 0 0.0% Q2 2026 Aug 13, 2026
Norway Savings Bank History No change 8,463 775 0.32% 0.32% 850 0 0.0% Q2 2026 Jul 08, 2026
Crewe Advisors LLC History No change 8,467 775 0.06% 0.06% 851 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 8,415 771 0.16% 0.16% 852 0 0.0% Q2 2026 Jul 17, 2026
Ascent Group, LLC History No change 8,309 761 0.02% 0.02% 853 0 0.0% Q2 2026 Aug 03, 2026
Creekside Partners History No change 8,314 761 0.28% 0.28% 854 0 0.0% Q2 2026 Jul 30, 2026
Capital Square, LLC History No change 8,309 760 0.33% 0.33% 855 0 0.0% Q2 2026 Aug 12, 2026
AlphaStar Capital Management, LLC History No change 8,292 759 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 30, 2026
Retireful, LLC History Added to 8,185 750 0.65% 0.64% 857 +629 8.32% Q3 2026 Oct 08, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 8,142 746 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 14, 2026
NFSG Corp History No change 8,147 746 0.09% 0.09% 859 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 8,124 744 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 04, 2026
Hobart Private Capital, LLC History No change 8,107 742 0.13% 0.13% 861 0 0.0% Q2 2026 Jul 06, 2026
COURIER CAPITAL LLC History No change 8,091 741 0.04% 0.04% 862 0 0.0% Q2 2026 Jul 16, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 8,051 738 0.08% 0.08% 863 0 0.0% Q2 2026 Aug 03, 2026
ALPS ADVISORS INC History No change 8,020 734 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 7,961 729 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 29, 2026
LINCOLN CAPITAL CORP History No change 7,933 726 0.24% 0.24% 866 0 0.0% Q2 2026 Jul 16, 2026
Destination Wealth Management History No change 7,914 725 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 14, 2026
EHRLICH FINANCIAL GROUP History No change 7,908 724 0.37% 0.37% 868 0 0.0% Q2 2026 Jul 09, 2026
Momentum Wealth Planning, LLC History No change 7,889 722 0.53% 0.53% 869 0 0.0% Q2 2026 Aug 05, 2026
SeaCrest Wealth Management, LLC History No change 7,875 721 0.08% 0.08% 870 0 0.0% Q2 2026 Jul 09, 2026
Portfolio Design Labs, LLC History No change 7,860 720 0.12% 0.12% 871 0 0.0% Q2 2026 Aug 11, 2026
WEST MICHIGAN ADVISORS, LLC History No change 7,839 718 0.14% 0.14% 872 0 0.0% Q2 2026 Aug 21, 2026
Advisory Advocates, LLC History No change 7,774 712 0.61% 0.61% 873 0 0.0% Q2 2026 Aug 10, 2026
RESOLUTE CAPITAL, LLC History No change 7,749 710 0.24% 0.24% 874 0 0.0% Q2 2026 Jul 29, 2026
Phil A. Younker & Associates, Ltd. History No change 7,674 703 0.47% 0.47% 875 0 0.0% Q2 2026 Aug 07, 2026
EARNED WEALTH ADVISORS, LLC History No change 7,667 702 0.05% 0.05% 876 0 0.0% Q2 2026 Aug 14, 2026
Lesa Sroufe & Co History No change 7,608 697 0.5% 0.5% 877 0 0.0% Q2 2026 Jul 22, 2026
STALEY CAPITAL ADVISERS INC History No change 7,600 696 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 11, 2026
RiverTree Advisors, LLC History No change 7,575 694 0.41% 0.41% 879 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 7,531 690 0.07% 0.07% 880 0 0.0% Q2 2026 Aug 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 7,372 675 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 20, 2026
Kera Capital Partners, Inc. History No change 7,365 674 0.06% 0.06% 882 0 0.0% Q2 2026 Aug 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 7,354 673 0.21% 0.21% 883 0 0.0% Q2 2026 Jul 28, 2026
Sierra Legacy Group History No change 7,305 669 0.52% 0.52% 884 0 0.0% Q2 2026 Jul 17, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 7,276 666 0.23% 0.23% 885 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 7,263 665 0.15% 0.15% 886 0 0.0% Q2 2026 Jul 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 7,220 661 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 23, 2026
Waterloo Capital, L.P. History No change 7,210 660 0.04% 0.04% 888 0 0.0% Q2 2026 Jul 29, 2026
BURKE & HERBERT BANK & TRUST CO History No change 7,200 659 0.16% 0.16% 889 0 0.0% Q2 2026 Aug 07, 2026
Miller Investment Management, LP History No change 7,179 657 0.06% 0.06% 890 0 0.0% Q2 2026 Aug 13, 2026
JENNISON ASSOCIATES LLC History No change 7,156 655 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 03, 2026
Summa Corp. History No change 7,100 650 0.2% 0.2% 892 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 7,075 648 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 7,026 643 0.05% 0.05% 894 0 0.0% Q2 2026 Aug 13, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 6,989 640 0.06% 0.06% 895 0 0.0% Q2 2026 Jul 09, 2026
Eagle Strategies LLC History No change 6,979 639 0.06% 0.06% 896 0 0.0% Q2 2026 Jul 21, 2026
Realta Investment Advisors History No change 6,967 638 0.2% 0.2% 897 0 0.0% Q2 2026 Jul 20, 2026
Tide Cove Capital Partners LLC History No change 6,973 637 0.41% 0.41% 898 0 0.0% Q2 2026 Aug 07, 2026
Legacy Capital Wealth Partners, LLC History No change 6,923 634 0.12% 0.12% 899 0 0.0% Q2 2026 Aug 12, 2026
Quadcap Wealth Management, LLC History No change 6,923 634 0.06% 0.06% 900 0 0.0% Q2 2026 Jul 31, 2026
Barnes Wealth Management Group, Inc History No change 6,913 633 0.29% 0.29% 901 0 0.0% Q2 2026 Jul 24, 2026
Providence First Trust Co History No change 6,865 629 0.18% 0.18% 902 0 0.0% Q2 2026 Jul 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 6,784 621 0.1% 0.1% 903 0 0.0% Q2 2026 Aug 10, 2026
Navigation Wealth Management, Inc. History No change 6,747 618 0.85% 0.85% 904 0 0.0% Q2 2026 Jul 16, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 6,740 617 0.34% 0.34% 905 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial Strategies, Inc. History No change 6,724 616 0.04% 0.04% 906 0 0.0% Q2 2026 Jul 24, 2026
Holos Integrated Wealth LLC History No change 6,707 613 0.29% 0.29% 907 0 0.0% Q2 2026 Jul 15, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 6,676 610 0.18% 0.18% 908 0 0.0% Q2 2026 Jul 10, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 6,599 604 0.19% 0.19% 909 0 0.0% Q2 2026 Aug 07, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 6,544 600 0.04% 0.04% 910 0 0.0% Q2 2026 Aug 07, 2026
Client First Investment Management LLC History Reduced 6,402 586 0.28% 0.25% 911 -131 -2.01% Q3 2026 Oct 09, 2026
Mountain Capital Investment Advisors Inc. History No change 6,381 584 0.08% 0.08% 912 0 0.0% Q2 2026 Jul 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 6,350 581 0.02% 0.02% 913 0 0.0% Q2 2026 Jul 30, 2026
Forvis Mazars Wealth Advisors, LLC History No change 6,346 581 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 10, 2026
MMBG INVESTMENT ADVISORS CO. History No change 6,343 581 0.05% 0.05% 915 0 0.0% Q2 2026 Aug 10, 2026
Van Diest Capital, LLC History No change 6,343 581 0.52% 0.52% 916 0 0.0% Q2 2026 Aug 04, 2026
Oxford Wealth Group, LLC History No change 6,295 576 0.26% 0.26% 917 0 0.0% Q2 2026 Aug 13, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 6,273 574 0.04% 0.04% 918 0 0.0% Q2 2026 Jul 16, 2026
WIN ADVISORS, INC History No change 6,261 573 0.2% 0.2% 919 0 0.0% Q2 2026 Aug 04, 2026
Generation Capital Management LLC History No change 6,247 572 0.35% 0.35% 920 0 0.0% Q2 2026 Aug 13, 2026
CPC Advisors, LLC History No change 6,219 569 0.08% 0.08% 921 0 0.0% Q2 2026 Jul 24, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 6,223 568 0.45% 0.45% 922 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 6,184 566 0.05% 0.05% 923 0 0.0% Q3 2026 Oct 01, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,180 566 0.08% 0.08% 924 0 0.0% Q2 2026 Jul 21, 2026
Joel Isaacson & Co., LLC History No change 6,149 563 0.02% 0.02% 925 0 0.0% Q2 2026 Aug 04, 2026
Balboa Wealth Partners History No change 6,147 563 0.08% 0.08% 926 0 0.0% Q2 2026 Aug 10, 2026
Colonial River Investments, LLC History No change 6,122 561 0.16% 0.16% 927 0 0.0% Q2 2026 Jul 24, 2026
Beacon Financial Advisory LLC History No change 6,062 555 0.11% 0.11% 928 0 0.0% Q2 2026 Aug 05, 2026
Oxinas Partners, LLC History No change 6,041 553 0.22% 0.22% 929 0 0.0% Q2 2026 Jul 14, 2026
Alhambra Investment Management LLC History No change 6,044 553 0.24% 0.24% 930 0 0.0% Q2 2026 Jul 16, 2026
M&T BANK CORP History No change 6,019 551 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 04, 2026
Endowment Wealth Management, Inc. History No change 6,013 551 0.21% 0.21% 932 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 5,999 549 0.02% 0.02% 933 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 5,959 546 0.02% 0.02% 934 0 0.0% Q2 2026 Aug 06, 2026
Saiph Capital, LLC History No change 5,963 546 0.16% 0.16% 935 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Advisory Group LLC History No change 5,928 543 0.04% 0.04% 936 0 0.0% Q2 2026 Jul 17, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 5,879 538 0.04% 0.04% 937 0 0.0% Q2 2026 Jul 24, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 5,871 538 0.08% 0.08% 938 0 0.0% Q2 2026 Jul 15, 2026
FMR LLC History No change 5,850 536 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 13, 2026
ROMAN BUTLER FULLERTON & CO History No change 5,861 536 0.13% 0.13% 940 0 0.0% Q2 2026 Aug 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,853 536 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 20, 2026
SAX WEALTH ADVISORS, LLC History No change 5,825 533 0.02% 0.02% 942 0 0.0% Q2 2026 Jul 09, 2026
Sloy Dahl & Holst, LLC History No change 5,775 529 0.07% 0.07% 943 0 0.0% Q2 2026 Aug 13, 2026
Hummer Financial Advisory Services Inc History No change 5,700 522 0.34% 0.34% 944 0 0.0% Q3 2026 Oct 08, 2026
Wellington Shields Capital Management, LLC History No change 5,684 520 0.07% 0.07% 945 0 0.0% Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History No change 5,631 514 0.02% 0.02% 946 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 5,619 514 0.04% 0.04% 947 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 5,588 512 0.02% 0.02% 948 0 0.0% Q2 2026 Oct 07, 2026
Councilor Wealth, LLC History Added to 5,578 511 0.21% 0.21% 950 +14 0.25% Q3 2026 Oct 09, 2026
HB Wealth Management, LLC History No change 5,586 511 0.0% 0.0% 949 0 0.0% Q2 2026 Jul 29, 2026
Five Pine Wealth Management History No change 5,571 510 0.29% 0.29% 951 0 0.0% Q2 2026 Aug 13, 2026
Andina Capital Management, LLC History No change 5,540 507 0.82% 0.82% 952 0 0.0% Q2 2026 Aug 05, 2026
Americana Partners, LLC History No change 5,502 504 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History No change 5,488 502 0.09% 0.09% 954 0 0.0% Q2 2026 Aug 04, 2026
Schusterman Interests, LLC History No change 5,460 500 0.13% 0.13% 955 0 0.0% Q2 2026 Aug 14, 2026
WAYSTONE ADVISORS LLC History No change 5,442 498 0.37% 0.37% 956 0 0.0% Q2 2026 Jul 16, 2026
Banque Transatlantique SA History No change 5,443 498 0.01% 0.01% 957 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 5,425 497 0.21% 0.21% 958 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 5,412 495 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 05, 2026
Fund Advisors of America Inc/FL History No change 5,363 491 0.45% 0.45% 960 0 0.0% Q2 2026 Aug 11, 2026
FLAGSTAR SECURITIES, INC History No change 5,349 490 0.15% 0.15% 961 0 0.0% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History No change 5,331 488 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 13, 2026
MIRAMONTES CAPITAL, LLC History No change 5,293 485 0.15% 0.15% 963 0 0.0% Q2 2026 Sep 09, 2026
City Center Advisors, LLC History Added to 5,283 484 0.37% 0.3% 964 +1,205 29.55% Q3 2026 Oct 07, 2026
Sound Financial Strategies Group, LLC History No change 5,279 483 0.31% 0.31% 965 0 0.0% Q2 2026 Aug 10, 2026
BCS Private Wealth Management, Inc. History No change 5,250 481 0.14% 0.14% 966 0 0.0% Q2 2026 Jul 31, 2026
Wealth Advisory Solutions, LLC History No change 5,213 477 0.1% 0.1% 967 0 0.0% Q2 2026 Jul 24, 2026
Phillips Wealth Planners LLC History No change 5,188 474 0.35% 0.35% 968 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5,165 473 0.22% 0.22% 969 0 0.0% Q2 2026 Aug 13, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 5,159 472 0.38% 0.38% 970 0 0.0% Q2 2026 Aug 06, 2026
BDFS Capital LLC History No change 5,160 472 0.21% 0.21% 971 0 0.0% Q2 2026 Jul 15, 2026
PYA Waltman Capital, LLC History No change 5,079 465 0.11% 0.11% 972 0 0.0% Q2 2026 Aug 14, 2026
Stiles Financial Services Inc History No change 5,072 464 0.12% 0.12% 973 0 0.0% Q2 2026 Aug 12, 2026
Peak Asset Management, LLC History No change 4,981 456 0.07% 0.07% 974 0 0.0% Q2 2026 Aug 13, 2026
Stegent Equity Advisors, Inc. History No change 4,983 456 0.33% 0.33% 975 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 4,966 455 0.07% 0.07% 976 0 0.0% Q2 2026 Aug 04, 2026
United Asset Strategies, Inc. History No change 4,900 449 0.03% 0.03% 977 0 0.0% Q2 2026 Jul 13, 2026
FIRST FINANCIAL BANKSHARES INC History No change 4,897 448 0.01% 0.01% 978 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 4,860 445 0.02% 0.02% 979 0 0.0% Q2 2026 Aug 10, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 4,754 435 0.22% 0.22% 980 0 0.0% Q2 2026 Aug 11, 2026
Kings Path Partners LLC History No change 4,718 432 0.11% 0.11% 981 0 0.0% Q2 2026 Jul 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 4,620 423 0.02% 0.02% 982 0 0.0% Q2 2026 Aug 06, 2026
WealthBridge Capital Management, LLC History No change 4,609 422 0.08% 0.08% 983 0 0.0% Q2 2026 Jul 24, 2026
SFG Wealth Management, LLC. History No change 4,607 422 0.15% 0.15% 984 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History Added to 4,600 421 0.01% 0.01% 986 +268 6.19% Q3 2026 Oct 08, 2026
Loudon Investment Management, LLC History No change 4,596 421 0.21% 0.21% 985 0 0.0% Q2 2026 Aug 14, 2026
Enclave Advisors LLC History No change 4,581 419 0.05% 0.05% 987 0 0.0% Q2 2026 Jul 14, 2026
Noble Wealth Partners LLC History No change 4,577 419 0.36% 0.36% 988 0 0.0% Q2 2026 Jul 24, 2026
TCP Asset Management, LLC History No change 4,571 418 0.05% 0.05% 989 0 0.0% Q2 2026 Jul 15, 2026
Octavia Wealth Advisors, LLC History No change 4,534 415 0.04% 0.04% 990 0 0.0% Q2 2026 Jul 14, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 1,631 415 0.1% 0.1% 991 0 0.0% Q2 2026 Aug 14, 2026
Silverleafe Capital Partners, LLC History No change 4,519 414 0.12% 0.11% 992 0 0.0% Q3 2026 Oct 02, 2026
MATAURO, LLC History No change 4,514 413 0.05% 0.05% 993 0 0.0% Q2 2026 Jul 21, 2026
Paladin Wealth, LLC History No change 4,489 411 0.24% 0.24% 994 0 0.0% Q2 2026 Jul 09, 2026
Fisher Asset Management, LLC History No change 4,474 410 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 4,467 409 0.11% 0.11% 996 0 0.0% Q2 2026 Jul 23, 2026
REBALANCE, LLC History No change 4,426 405 0.02% 0.02% 997 0 0.0% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History No change 4,416 404 0.01% 0.01% 998 0 0.0% Q2 2026 Aug 14, 2026
Fire Capital Management LLC History No change 4,400 403 0.16% 0.16% 999 0 0.0% Q2 2026 Aug 03, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 4,370 400 0.09% 0.09% 1000 0 0.0% Q2 2026 Aug 11, 2026
Invst, LLC History No change 4,375 400 0.04% 0.04% 1001 0 0.0% Q2 2026 Aug 14, 2026
Fielder Capital Group LLC History No change 4,335 397 0.09% 0.09% 1002 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Capital, LLC History No change 4,330 396 0.02% 0.02% 1003 0 0.0% Q3 2026 Oct 08, 2026
Tower Wealth Partners, Inc. History No change 4,323 396 0.2% 0.2% 1004 0 0.0% Q2 2026 Aug 12, 2026
SpringVest Wealth Management LLC History No change 4,310 394 0.25% 0.25% 1005 0 0.0% Q2 2026 Jul 22, 2026
NVWM, LLC History No change 4,280 392 0.08% 0.08% 1006 0 0.0% Q2 2026 Jul 28, 2026
IFC & Insurance Marketing, Inc. History No change 4,256 389 0.34% 0.34% 1007 0 0.0% Q2 2026 Jul 09, 2026
Nemes Rush Group LLC History No change 4,230 387 0.03% 0.03% 1008 0 0.0% Q2 2026 Aug 14, 2026
Intellus Advisors LLC History No change 4,221 386 0.05% 0.05% 1009 0 0.0% Q2 2026 Aug 12, 2026
Colter Lewis Investment Partners LLC History No change 4,221 386 0.17% 0.17% 1010 0 0.0% Q2 2026 Aug 14, 2026
Advisory Solutions Group, LLC History No change 4,213 386 0.13% 0.13% 1011 0 0.0% Q2 2026 Jul 29, 2026
Hirtle & Co., LLC History No change 4,203 385 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 4,195 384 0.04% 0.04% 1013 0 0.0% Q2 2026 Aug 11, 2026
Salvus Wealth Management, LLC History No change 4,193 384 0.22% 0.22% 1014 0 0.0% Q2 2026 Jul 10, 2026
Farrow Financial, Inc. History No change 4,196 384 0.2% 0.2% 1015 0 0.0% Q2 2026 Aug 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 4,175 382 0.11% 0.11% 1016 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ALLIANCE, LLC History No change 4,170 382 0.03% 0.03% 1017 0 0.0% Q2 2026 Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,154 380 0.01% 0.01% 1018 0 0.0% Q2 2026 Aug 05, 2026
Town Capital LLC History No change 4,136 379 0.24% 0.24% 1019 0 0.0% Q2 2026 Jul 27, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 4,114 377 0.12% 0.12% 1020 0 0.0% Q2 2026 Jul 22, 2026
Bond & Devick Financial Network, Inc. History No change 4,104 376 0.09% 0.09% 1021 0 0.0% Q2 2026 Jul 16, 2026
DSG Capital Advisors, LLC History No change 4,105 375 0.05% 0.05% 1022 0 0.0% Q2 2026 Aug 06, 2026
Madrid Financial Services History No change 4,054 371 0.2% 0.2% 1023 0 0.0% Q2 2026 Aug 06, 2026
PENNINGTON PARTNERS & CO., LLC History No change 4,025 368 0.12% 0.12% 1024 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 4,007 367 0.01% 0.01% 1025 0 0.0% Q2 2026 Jul 21, 2026
KFG WEALTH MANAGEMENT, LLC History No change 4,004 366 0.04% 0.04% 1026 0 0.0% Q2 2026 Jul 22, 2026
GEM Asset Management, LLC History No change 4,000 366 0.14% 0.14% 1027 0 0.0% Q2 2026 Jul 21, 2026
Worth Financial Advisory Group, LLC History No change 3,996 366 0.15% 0.15% 1028 0 0.0% Q2 2026 Jul 30, 2026
Texas Bank & Trust Co History No change 4,000 366 0.12% 0.12% 1029 0 0.0% Q2 2026 Jul 31, 2026
Cane Capital Partners, LLC History No change 3,995 366 0.14% 0.14% 1030 0 0.0% Q2 2026 Aug 05, 2026
Fonville Wealth Management LLC History No change 3,964 363 0.06% 0.06% 1031 0 0.0% Q2 2026 Jul 28, 2026
A4 Wealth Advisors LLC History No change 3,953 362 0.24% 0.24% 1032 0 0.0% Q2 2026 Jul 28, 2026
Catherine Avery Investment Management LLC History No change 3,944 361 0.16% 0.16% 1033 0 0.0% Q2 2026 Jul 27, 2026
Redwood Park Advisors LLC History No change 3,926 359 0.24% 0.24% 1034 0 0.0% Q2 2026 Aug 11, 2026
SENTINEL PENSION ADVISORS, LLC History No change 3,898 356 0.05% 0.05% 1035 0 0.0% Q2 2026 Jul 23, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 3,857 353 0.1% 0.1% 1036 0 0.0% Q2 2026 Jul 14, 2026
SAXON INTERESTS, INC. History No change 3,837 351 0.1% 0.1% 1037 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL ADVISORS INC/OK History No change 3,825 350 0.01% 0.01% 1038 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 3,826 350 0.05% 0.05% 1039 0 0.0% Q2 2026 Aug 10, 2026
Transcendent Capital Group LLC History No change 3,805 348 0.14% 0.14% 1040 0 0.0% Q2 2026 Aug 05, 2026
Bravias Capital Group, LLC History No change 3,789 347 0.21% 0.21% 1041 0 0.0% Q2 2026 Jul 30, 2026
Moors & Cabot, Inc. History No change 3,773 345 0.01% 0.01% 1042 0 0.0% Q2 2026 Aug 10, 2026
Platform Technology Partners History No change 3,745 343 0.06% 0.06% 1043 0 0.0% Q2 2026 Jul 24, 2026
Innova Wealth Partners History No change 3,744 343 0.14% 0.14% 1044 0 0.0% Q2 2026 Jul 15, 2026
Q3 Asset Management History No change 3,739 342 0.06% 0.06% 1045 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 3,707 339 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 3,688 337 0.01% 0.01% 1047 0 0.0% Q2 2026 Jul 31, 2026
Eldridge Investment Advisors, Inc. History No change 3,693 337 0.07% 0.07% 1048 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History No change 3,667 336 0.19% 0.19% 1049 0 0.0% Q2 2026 Aug 07, 2026
Valtinson Bruner Financial Planning LLC History No change 3,637 333 0.08% 0.08% 1050 0 0.0% Q2 2026 Aug 03, 2026
Evolution Wealth Advisors, LLC History No change 3,625 332 0.04% 0.04% 1051 0 0.0% Q2 2026 Jul 29, 2026
Paragon Private Wealth Management, LLC History No change 3,595 329 0.09% 0.09% 1052 0 0.0% Q2 2026 Jul 28, 2026
Medallion Wealth Advisors, LLC History No change 3,577 325 0.1% 0.1% 1053 0 0.0% Q2 2026 Aug 14, 2026
SPG ADVISORS LLC History No change 3,531 323 5.82% 5.82% 1054 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 3,523 322 0.12% 0.12% 1055 0 0.0% Q2 2026 Jul 29, 2026
Greenwich Wealth Management LLC History No change 3,500 321 0.01% 0.01% 1056 0 0.0% Q2 2026 Aug 12, 2026
Private Capital Management, LLC History No change 3,500 320 0.03% 0.03% 1057 0 0.0% Q2 2026 Aug 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,500 320 0.01% 0.01% 1058 0 0.0% Q2 2026 Jul 08, 2026
Intellectus Partners, LLC History No change 3,501 320 0.06% 0.06% 1059 0 0.0% Q2 2026 Aug 12, 2026
Rede Wealth, LLC History No change 3,488 319 0.11% 0.11% 1060 0 0.0% Q2 2026 Aug 03, 2026
Visionary Wealth Advisors History No change 3,452 316 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 13, 2026
Acorn Wealth Advisors, LLC History No change 3,444 315 0.08% 0.08% 1062 0 0.0% Q2 2026 Jul 30, 2026
Indivisible Partners History No change 3,444 315 0.02% 0.02% 1063 0 0.0% Q2 2026 Aug 04, 2026
TABLEAUX LLC History No change 3,429 314 0.13% 0.13% 1064 0 0.0% Q2 2026 Aug 07, 2026
Cypress Point Wealth Management, LLC History No change 3,385 310 0.06% 0.06% 1065 0 0.0% Q2 2026 Jul 17, 2026
Weaver Consulting Group History Added to 3,380 309 0.06% 0.06% 1066 +383 12.78% Q3 2026 Oct 07, 2026
Fortis Capital Management LLC History No change 3,373 309 0.03% 0.03% 1067 0 0.0% Q2 2026 Aug 12, 2026
CIDEL ASSET MANAGEMENT INC History No change 3,360 307 0.01% 0.01% 1068 0 0.0% Q2 2026 Jul 17, 2026
Robertson Stephens Wealth Management, LLC History No change 3,328 305 0.01% 0.01% 1069 0 0.0% Q2 2026 Jul 29, 2026
International Private Wealth Advisors LLC History No change 3,326 304 0.16% 0.16% 1070 0 0.0% Q2 2026 Aug 07, 2026
Kinloch Capital, LLC History No change 3,274 300 0.11% 0.11% 1071 0 0.0% Q2 2026 Aug 14, 2026
Freedom Investment Management, Inc. History No change 3,243 297 0.08% 0.08% 1072 0 0.0% Q2 2026 Aug 10, 2026
TRUE Private Wealth Advisors History No change 3,247 297 0.03% 0.03% 1073 0 0.0% Q2 2026 Jul 23, 2026
Axis Wealth Partners, LLC History No change 3,241 297 0.14% 0.14% 1074 0 0.0% Q2 2026 Jul 28, 2026
Formidable Asset Management, LLC History No change 3,223 295 0.05% 0.05% 1075 0 0.0% Q2 2026 Jul 17, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 3,223 295 0.02% 0.02% 1076 0 0.0% Q2 2026 Aug 12, 2026
Forty-three Eighteen Advisors, LLC History No change 3,202 293 0.2% 0.2% 1077 0 0.0% Q2 2026 Jul 30, 2026
EdgeRock Capital LLC History No change 3,191 292 0.07% 0.07% 1078 0 0.0% Q2 2026 Jul 24, 2026
R2 Capital Strategies, LLC History No change 3,162 289 0.13% 0.13% 1079 0 0.0% Q2 2026 Jul 23, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,150 288 0.01% 0.01% 1080 0 0.0% Q2 2026 Jul 15, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 3,153 288 0.09% 0.09% 1081 0 0.0% Q2 2026 Jul 16, 2026
Avidian Wealth Enterprises, LLC History Reduced 3,142 287 0.01% 0.01% 1082 -1,651 -34.45% Q3 2026 Oct 08, 2026
Meadowbrook Advisors Group, LLC History No change 3,117 285 0.15% 0.15% 1083 0 0.0% Q2 2026 Aug 07, 2026
Syntegra Private Wealth Group, LLC History No change 3,104 284 0.02% 0.02% 1084 0 0.0% Q2 2026 Jul 15, 2026
Triumph Capital Management History No change 3,093 283 0.05% 0.05% 1085 0 0.0% Q2 2026 Jul 20, 2026
Heritage Wealth Management, Inc. History No change 3,087 282 0.07% 0.07% 1086 0 0.0% Q2 2026 Jul 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 3,062 280 0.1% 0.1% 1087 0 0.0% Q2 2026 Jul 08, 2026
Decker Retirement Planning Inc. History No change 3,020 276 0.09% 0.09% 1088 0 0.0% Q2 2026 Jul 16, 2026
Capital Advisors Wealth Management, LLC History No change 3,001 274 0.03% 0.03% 1089 0 0.0% Q2 2026 Jul 23, 2026
Brentview Investment Management LLC History No change 3,000 274 0.11% 0.11% 1090 0 0.0% Q2 2026 Jul 30, 2026
Exit Wealth Advisors, LLC. History No change 2,993 274 0.12% 0.12% 1091 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 2,973 272 0.1% 0.1% 1092 0 0.0% Q2 2026 Jul 23, 2026
Portland Financial Advisors Inc History No change 2,950 270 0.49% 0.49% 1093 0 0.0% Q2 2026 Aug 10, 2026
NORTHLAND SECURITIES, INC. History No change 2,928 268 0.16% 0.16% 1094 0 0.0% Q2 2026 Aug 04, 2026
Rialto Wealth Management, LLC History No change 2,932 268 0.05% 0.05% 1095 0 0.0% Q2 2026 Aug 11, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,916 267 0.04% 0.04% 1096 0 0.0% Q2 2026 Aug 14, 2026
SimpliFi, Inc. History No change 2,916 267 0.11% 0.11% 1097 0 0.0% Q2 2026 Jul 24, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 2,877 263 0.0% 0.0% 1098 0 0.0% Q2 2026 Jul 20, 2026
Thrive Wealth Management, LLC History No change 2,866 262 0.03% 0.03% 1099 0 0.0% Q2 2026 Jul 07, 2026
PFW Advisors LLC History Reduced 2,853 261 0.08% 0.14% 1100 -2,581 -47.5% Q3 2026 Oct 07, 2026
GODSEY & GIBB, INC History No change 2,845 260 0.02% 0.02% 1101 0 0.0% Q2 2026 Jul 13, 2026
OneAscent Wealth Management LLC History No change 2,810 257 0.08% 0.08% 1102 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 2,802 256 0.0% 0.0% 1103 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 2,802 256 0.0% 0.0% 1104 0 0.0% Q2 2026 Aug 06, 2026
Elevate Capital Advisors, LLC History No change 2,802 256 0.14% 0.14% 1105 0 0.0% Q2 2026 Jul 31, 2026
CEERA INVESTMENTS, LLC History No change 2,785 255 0.11% 0.11% 1106 0 0.0% Q2 2026 Aug 05, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 2,780 254 0.0% 0.0% 1107 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 2,763 253 0.01% 0.01% 1108 0 0.0% Q2 2026 Jul 23, 2026
Aspen Grove Capital, LLC History No change 2,763 253 0.04% 0.04% 1109 0 0.0% Q2 2026 Aug 14, 2026
Blume Capital Management, Inc. History No change 2,752 252 0.04% 0.04% 1110 0 0.0% Q2 2026 Jul 27, 2026
Topor & Co. Korea History No change 2,758 252 0.2% 0.2% 1111 0 0.0% Q2 2026 Jul 08, 2026
First Heartland Consultants, Inc. History Reduced 2,744 251 0.02% 0.02% 1112 -327 -10.65% Q3 2026 Oct 08, 2026
Verity Asset Management, Inc. History No change 2,746 251 0.09% 0.09% 1113 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 2,731 250 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 27, 2026
HCR Wealth Advisors History No change 2,700 247 0.02% 0.02% 1115 0 0.0% Q2 2026 Jul 13, 2026
ARQ WEALTH ADVISORS, LLC History No change 2,700 247 0.03% 0.03% 1116 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,686 246 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 13, 2026
Secure Asset Management, LLC History No change 2,692 246 0.03% 0.03% 1118 0 0.0% Q2 2026 Jul 15, 2026
NOVEM GROUP History No change 2,686 246 0.02% 0.02% 1119 0 0.0% Q2 2026 Jul 21, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 2,665 244 0.17% 0.17% 1120 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,635 241 0.01% 0.01% 1121 0 0.0% Q2 2026 Jul 23, 2026
Keeler Thomas Management LLC History No change 2,637 241 0.09% 0.09% 1122 0 0.0% Q2 2026 Jul 29, 2026
JGP Wealth Management, LLC History No change 2,635 241 0.02% 0.02% 1123 0 0.0% Q2 2026 Jul 07, 2026
KELLY FINANCIAL GROUP LLC History No change 2,623 240 0.05% 0.05% 1124 0 0.0% Q2 2026 Jul 14, 2026
ARS Wealth Advisors Group, LLC History No change 2,623 240 0.02% 0.02% 1125 0 0.0% Q2 2026 Jul 16, 2026
Chicago Capital, LLC History No change 2,577 236 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 27, 2026
Affiance Financial, LLC History No change 2,567 235 0.03% 0.03% 1127 0 0.0% Q2 2026 Jul 09, 2026
Brookwood Investment Group LLC History No change 2,575 235 0.03% 0.03% 1128 0 0.0% Q2 2026 Jul 23, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 2,562 234 0.01% 0.01% 1129 0 0.0% Q2 2026 Aug 20, 2026
True Freedom Investing, LLC History No change 2,541 232 0.02% 0.02% 1130 0 0.0% Q2 2026 Aug 12, 2026
Magnolia Private Wealth, LLC History No change 2,531 231 0.13% 0.13% 1131 0 0.0% Q2 2026 Aug 05, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,457 225 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 11, 2026
Soundwatch Capital LLC History No change 2,450 224 0.02% 0.02% 1133 0 0.0% Q2 2026 Aug 13, 2026
KilterHowling LLC History No change 2,407 220 0.1% 0.1% 1134 0 0.0% Q2 2026 Aug 11, 2026
Williams Jones Wealth Management, LLC. History No change 2,409 220 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 05, 2026
Argos Wealth Advisors, LLC History No change 2,394 219 0.06% 0.06% 1136 0 0.0% Q2 2026 Aug 13, 2026
Main Management LLC History No change 2,379 218 0.01% 0.01% 1137 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 2,387 218 0.04% 0.04% 1138 0 0.0% Q2 2026 Jul 23, 2026
Phraction Management LLC History No change 2,383 218 0.04% 0.04% 1139 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 2,384 218 0.03% 0.03% 1140 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 2,380 218 0.09% 0.09% 1141 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History New 2,376 217 0.05% — 1143 +2,376 New Q3 2026 Oct 08, 2026
Cypress Wealth Services, LLC History No change 2,369 217 0.03% 0.03% 1142 0 0.0% Q2 2026 Jul 10, 2026
Accretive Wealth Partners, LLC History No change 2,364 216 0.05% 0.05% 1144 0 0.0% Q2 2026 Jul 29, 2026
Marble Wealth, LLC History No change 2,351 215 0.03% 0.03% 1145 0 0.0% Q2 2026 Aug 07, 2026
MANCHESTER FINANCIAL INC History No change 2,339 214 0.04% 0.04% 1146 0 0.0% Q2 2026 Jul 17, 2026
Clean Yield Group History No change 2,340 214 0.05% 0.05% 1147 0 0.0% Q2 2026 Aug 05, 2026
Redwood Investment Management, LLC History No change 2,321 213 0.02% 0.02% 1148 0 0.0% Q2 2026 Aug 14, 2026
Second Line Capital, LLC History No change 2,324 213 0.04% 0.04% 1149 0 0.0% Q2 2026 Sep 02, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 2,306 211 0.02% 0.02% 1150 0 0.0% Q2 2026 Aug 10, 2026
Financial Engines Advisors L.L.C. History No change 2,298 210 0.0% 0.0% 1151 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Reduced 2,283 209 0.0% 0.01% 1152 -382 -14.33% Q3 2026 Oct 08, 2026
L & S Advisors Inc History No change 2,273 208 0.02% 0.02% 1153 0 0.0% Q2 2026 Aug 12, 2026
LFG Wealth Partners, LLC History No change 2,270 208 0.1% 0.1% 1154 0 0.0% Q2 2026 Aug 04, 2026
Vectors Research Management, LLC History No change 2,266 207 0.05% 0.05% 1155 0 0.0% Q2 2026 Jul 29, 2026
Columbia Asset Management History No change 2,250 206 0.04% 0.04% 1156 0 0.0% Q2 2026 Jul 21, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 2,239 205 0.16% 0.16% 1157 0 0.0% Q2 2026 Jul 24, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 2,240 205 0.04% 0.04% 1158 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 2,230 204 0.01% 0.01% 1159 0 0.0% Q2 2026 Jul 24, 2026
Wayfinding Financial, LLC History No change 2,219 203 0.08% 0.08% 1160 0 0.0% Q2 2026 Aug 13, 2026
Argyle Capital Partners, LLC History No change 2,218 203 0.13% 0.13% 1161 0 0.0% Q2 2026 Aug 07, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 2,209 202 0.12% 0.15% 1163 -639 -22.44% Q3 2026 Oct 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,205 202 0.05% 0.05% 1162 0 0.0% Q2 2026 Aug 07, 2026
FAYEZ SAROFIM & CO History No change 2,200 201 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 14, 2026
Cottage Street Advisors LLC History No change 2,192 200 0.08% 0.08% 1165 0 0.0% Q2 2026 Jul 20, 2026
Austin Asset Management Co Inc History No change 2,188 200 0.03% 0.03% 1166 0 0.0% Q2 2026 Jul 31, 2026
Clark Asset Management, LLC History No change 2,188 200 0.02% 0.02% 1167 0 0.0% Q2 2026 Jul 07, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 2,162 198 0.09% 0.09% 1168 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 2,088 191 0.09% 0.09% 1169 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisor Network LLC History No change 1,981 181 0.23% 0.23% 1170 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 1,970 180 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 29, 2026
CX Institutional History No change 1,926 176 0.0% 0.01% 1172 0 0.0% Q3 2026 Oct 02, 2026
WHITTIER TRUST CO History No change 1,819 166 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 27, 2026
Acropolis Investment Management, LLC History New 1,635 149 0.01% — 1175 +1,635 New Q3 2026 Oct 08, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,627 149 0.01% 0.01% 1174 -1 -0.06% Q3 2026 Oct 09, 2026
Signature Equity Partners, LLC History No change 1,619 148 0.07% 0.07% 1176 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 1,594 146 0.01% 0.01% 1177 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 1,585 145 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 11, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 1,582 144 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 1,523 139 0.08% 0.08% 1180 0 0.0% Q2 2026 Aug 17, 2026
SkyView Investment Advisors, LLC History No change 1,500 137 0.11% 0.11% 1181 0 0.0% Q2 2026 Sep 14, 2026
Sankala Group LLC History No change 1,480 135 0.09% 0.09% 1182 0 0.0% Q2 2026 Aug 18, 2026
Darwin Wealth Management, LLC History No change 1,357 124 0.03% 0.03% 1183 0 0.0% Q2 2026 Jul 21, 2026
CVA Family Office, LLC History No change 1,338 122 0.01% 0.01% 1184 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,308 119 0.06% 0.06% 1185 0 0.0% Q2 2026 Aug 14, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,287 117 0.26% 0.26% 1186 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,273 116 0.01% 0.01% 1187 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,232 112 0.07% 0.07% 1188 0 0.0% Q2 2026 Jul 21, 2026
N.E.W. Advisory Services LLC History No change 1,216 111 0.01% 0.01% 1189 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 1,133 103 0.01% 0.01% 1190 0 0.0% Q2 2026 Jul 22, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,102 100 0.0% 0.0% 1191 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 1,100 100 0.01% 0.01% 1192 0 0.0% Q2 2026 Jul 28, 2026
Clark Wealth Partners History No change 1,079 98 0.06% 0.06% 1193 0 0.0% Q2 2026 Jul 28, 2026
Quarry LP History No change 1,040 95 0.01% 0.01% 1194 0 0.0% Q2 2026 Aug 14, 2026
Washington Trust Advisors, Inc. History No change 1,006 92 0.01% 0.01% 1195 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,009 92 0.0% 0.0% 1196 0 0.0% Q2 2026 Jul 28, 2026
CULLEN/FROST BANKERS, INC. History No change 996 91 0.0% 0.0% 1197 0 0.0% Q2 2026 Jul 27, 2026
Transce3nd, LLC History No change 955 87 0.77% 0.77% 1198 0 0.0% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 870 79 0.03% 0.03% 1199 0 0.0% Q2 2026 Sep 18, 2026
HOWE & RUSLING INC History No change 861 78 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 841 77 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 843 77 0.01% 0.01% 1202 0 0.0% Q2 2026 Jul 27, 2026
EPG Wealth Management LLC History No change 799 73 0.02% 0.02% 1203 0 0.0% Q2 2026 Jul 28, 2026
WPG Advisers, LLC History No change 795 72 0.04% 0.04% 1204 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 783 71 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Independent Advisors History No change 755 69 0.19% 0.19% 1206 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 750 68 0.05% 0.05% 1207 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 716 65 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 11, 2026
Lloyd Advisory Services, LLC. History No change 699 64 0.02% 0.02% 1209 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Wealth Strategies, LLC History No change 705 64 0.03% 0.03% 1210 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Wealth Management, LLC History No change 708 64 0.01% 0.01% 1211 0 0.0% Q2 2026 Jul 30, 2026
WealthShield Partners, LLC History No change 694 63 0.01% 0.01% 1212 0 0.0% Q2 2026 Aug 12, 2026
Solstein Capital, LLC History No change 653 59 0.02% 0.02% 1213 0 0.0% Q2 2026 Aug 12, 2026
CBIZ Investment Advisory Services, LLC History No change 599 54 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Capital Management, LLC History No change 589 54 0.01% 0.01% 1215 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 585 53 0.0% 0.0% 1216 0 0.0% Q2 2026 Aug 07, 2026
Bangor Savings Bank History No change 546 50 0.0% 0.0% 1217 0 0.0% Q3 2026 Oct 06, 2026
AMERIFLEX GROUP, INC. History No change 506 46 0.02% 0.02% 1218 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 500 45 0.02% 0.02% 1219 0 0.0% Q2 2026 Aug 11, 2026
Weaver Capital Management LLC History No change 493 45 0.01% 0.01% 1220 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF VERMONT History No change 480 43 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 07, 2026
XP Advisory US, Inc. History No change 449 41 0.02% 0.02% 1222 0 0.0% Q2 2026 Jul 30, 2026
Glass Jacobson Investment Advisors llc History No change 442 40 0.01% 0.01% 1223 0 0.0% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History No change 434 39 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 403 36 0.0% 0.0% 1225 0 0.0% Q2 2026 Aug 13, 2026
3 FACTOR INDEXING, LLC History No change 397 36 0.03% 0.03% 1226 0 0.0% Q2 2026 Jul 08, 2026
Quest 10 Wealth Builders, Inc. History No change 375 34 0.03% 0.03% 1227 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 375 34 0.0% 0.0% 1228 0 0.0% Q2 2026 Aug 12, 2026
Cassaday & Co Wealth Management LLC History No change 354 32 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 328 30 0.0% 0.0% 1230 0 0.0% Q2 2026 Aug 14, 2026
Balentine LLC History No change 335 30 0.0% 0.0% 1231 0 0.0% Q2 2026 Aug 06, 2026
Align Financial, LLC History No change 334 30 0.01% 0.01% 1232 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 317 29 0.01% 0.01% 1233 0 0.0% Q2 2026 Jul 21, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 288 26 0.01% 0.01% 1234 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 268 25 0.0% 0.0% 1235 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 277 25 0.01% 0.01% 1236 0 0.0% Q2 2026 Aug 13, 2026
Kroeger Financial Partners History No change 279 25 0.02% 0.02% 1237 0 0.0% Q2 2026 Jul 27, 2026
Piscataqua Savings Bank History No change 263 24 0.02% 0.02% 1238 0 0.0% Q2 2026 Jul 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 252 23 0.01% 0.01% 1239 0 0.0% Q2 2026 Aug 05, 2026
Provident Wealth Management, LLC History No change 261 23 0.01% 0.01% 1240 0 0.0% Q2 2026 Aug 04, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 250 22 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 230 21 0.01% 0.01% 1242 0 0.0% Q2 2026 Jul 28, 2026
Main Street Group, LTD History No change 220 20 0.0% 0.0% 1243 0 0.0% Q2 2026 Jul 13, 2026
Keating Financial Advisory Services, Inc. History No change 229 20 0.0% 0.0% 1244 0 0.0% Q2 2026 Aug 11, 2026
Twin Lakes Capital Management, LLC History No change 201 18 0.01% 0.01% 1245 0 0.0% Q2 2026 Aug 17, 2026
JPL Wealth Management, LLC History No change 202 18 0.0% 0.0% 1246 0 0.0% Q2 2026 Aug 13, 2026
Park Square Financial Group, LLC History No change 177 16 0.14% 0.14% 1247 0 0.0% Q2 2026 Jul 31, 2026
Mosley Wealth Management History No change 170 15 0.0% 0.0% 1248 0 0.0% Q2 2026 Jul 23, 2026
Imprint Wealth LLC History No change 153 14 0.06% 0.06% 1249 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 144 13 0.0% 0.0% 1250 0 0.0% Q2 2026 Aug 11, 2026
Avion Wealth History No change 152 13 0.0% 0.0% 1251 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 146 13 0.0% 0.0% 1252 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 150 13 0.0% 0.0% 1253 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 111 10 0.0% 0.0% 1254 0 0.0% Q2 2026 Aug 20, 2026
Investment Research & Advisory Group, Inc. History No change 110 10 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 23, 2026
Wellington Shields & Co., LLC History No change 99 9 0.0% 0.0% 1256 0 0.0% Q2 2026 Aug 10, 2026
Orion Capital Management LLC History No change 108 9 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 17, 2026
City State Bank History No change 107 9 0.0% 0.0% 1258 0 0.0% Q2 2026 Jul 14, 2026
REAP Financial Group, LLC History No change 103 9 0.0% 0.0% 1259 0 0.0% Q2 2026 Aug 04, 2026
Trust Co History No change 78 7 0.0% 0.0% 1260 0 0.0% Q3 2026 Oct 09, 2026
IMG Wealth Management, Inc. History No change 77 7 0.0% 0.0% 1261 0 0.0% Q2 2026 Aug 07, 2026
Financial Gravity Companies, Inc. History No change 70 6 0.0% 0.0% 1262 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 68 6 0.0% 0.0% 1263 0 0.0% Q2 2026 Jul 24, 2026
Atomic Invest LLC History No change 74 6 0.0% 0.0% 1264 0 0.0% Q2 2026 Sep 25, 2026
Cheviot Value Management, LLC History No change 63 5 0.0% 0.0% 1265 0 0.0% Q2 2026 Aug 06, 2026
Johnson Financial Group, Inc. History No change 59 5 0.0% 0.0% 1266 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 60 5 0.0% 0.0% 1267 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 46 4 0.0% 0.0% 1268 0 0.0% Q2 2026 Jul 23, 2026
Princeton Global Asset Management LLC History No change 50 4 0.0% 0.0% 1269 0 0.0% Q2 2026 Jul 16, 2026
BAYBAN History No change 44 4 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 30, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 43 3 0.0% 0.0% 1271 0 0.0% Q2 2026 Jul 24, 2026
WEBSTER BANK, N. A. History No change 37 3 0.0% 0.0% 1272 0 0.0% Q2 2026 Jul 20, 2026
Plante Moran Financial Advisors, LLC History No change 41 3 0.0% 0.0% 1273 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 38 3 0.0% 0.0% 1274 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 37 3 0.0% 0.0% 1275 0 0.0% Q2 2026 Jul 29, 2026
RMG Wealth Management LLC History No change 40 3 0.0% 0.0% 1276 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 35 3 0.0% 0.0% 1277 0 0.0% Q2 2026 Aug 07, 2026
Vermillion Wealth Management, Inc. History No change 32 2 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 15, 2026
Truvestments Capital LLC History No change 24 2 0.0% 0.0% 1279 0 0.0% Q2 2026 Aug 12, 2026
POM Investment Strategies, LLC History No change 28 2 0.0% 0.0% 1280 0 0.0% Q2 2026 Jul 30, 2026
Crews Bank & Trust History No change 23 2 0.0% 0.0% 1281 0 0.0% Q2 2026 Jul 16, 2026
Transamerica Financial Advisors, LLC History No change 16 1 0.0% 0.0% 1282 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 16 1 0.0% 0.0% 1283 0 0.0% Q2 2026 Jul 20, 2026
Integrity Financial Corp /WA History No change 19 1 0.0% 0.0% 1284 0 0.0% Q2 2026 Jul 31, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 21 1 0.0% 0.0% 1285 0 0.0% Q2 2026 Aug 13, 2026
Sunrise Financial Services, LLC History No change 21 1 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 15 1 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 13, 2026
YHB Investment Advisors, Inc. History Closed out 0 0 — 0.06% — -10,915 -100.0% Q3 2026 Oct 08, 2026
FSA Investment Group, LLC History Closed out 0 0 — 0.22% — -7,366 -100.0% Q3 2026 Oct 07, 2026
MRA Advisory Group History Closed out 0 0 — 0.09% — -2,597 -100.0% Q3 2026 Oct 07, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 — 0.03% — -675 -100.0% Q3 2026 Oct 08, 2026
Davis Capital Management History Closed out 0 0 — 0.0% — -53 -100.0% Q3 2026 Oct 08, 2026
VALLEY WEALTH MANAGERS, INC. History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 09, 2026
BOKF, NA History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
USA FINANCIAL FORMULAS History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HighMark Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Raleigh Capital Management Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Rachor Investment Advisory Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
VIMA LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 26, 2026