BlackRock ETF Trust II - BINC

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
BlackRock, Inc. History No change 29,285,161 1,522,413 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 16,449,908 854,995 0.2% 0.2% 2 0 0.0% Q2 2026 Sep 23, 2026
Dynasty Wealth Management, LLC History No change 13,128,903 687,149 5.11% 5.11% 3 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 13,076,101 685,209 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 12,956,811 675,964 0.15% 0.15% 5 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 12,305,709 643,164 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,909,057 518,012 0.26% 0.26% 7 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 9,570,208 500,211 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 7,485,654 391,875 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 6,581,221 344,461 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 6,153,021 322,001 1.6% 1.6% 11 0 0.0% Q2 2026 Jul 17, 2026
Quotient Wealth Partners, LLC History No change 5,746,548 300,774 7.1% 7.1% 12 0 0.0% Q2 2026 Aug 03, 2026
UBS Group AG History No change 4,651,983 243,484 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 4,468,082 232,863 0.21% 0.21% 14 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 3,264,543 170,854 2.03% 2.03% 15 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,164,682 165,628 2.54% 2.54% 16 0 0.0% Q2 2026 Aug 03, 2026
Wharton Business Group, LLC History No change 3,067,790 160,568 5.37% 5.37% 17 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 2,706,682 141,667 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 2,652,673 138,840 0.85% 0.85% 19 0 0.0% Q2 2026 Jul 20, 2026
MML INVESTORS SERVICES, LLC History No change 2,512,918 131,089 0.27% 0.27% 20 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 2,355,106 123,266 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 2,207,918 115,562 1.52% 1.52% 22 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,052,618 107,516 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,001,155 104,723 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 1,900,000 94,734 0.42% 0.42% 25 0 0.0% Q2 2026 Jul 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,682,656 87,723 0.11% 0.11% 26 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 1,623,402 84,968 0.58% 0.58% 27 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,527,153 79,931 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 1,490,036 77,617 0.66% 0.66% 29 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 1,466,289 76,745 2.74% 2.74% 30 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,459,503 76,361 0.09% 0.09% 31 0 0.0% Q2 2026 Aug 14, 2026
Clearwater Capital Advisors, LLC History No change 1,428,988 74,793 5.48% 5.48% 32 0 0.0% Q2 2026 Aug 06, 2026
Kestra Investment Management, LLC History No change 1,401,838 73,372 1.42% 1.42% 33 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 1,424,756 72,726 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 1,370,765 71,745 0.27% 0.27% 35 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 1,363,774 71,361 0.47% 0.47% 36 0 0.0% Q2 2026 Sep 08, 2026
Americana Partners, LLC History No change 1,349,181 70,616 1.59% 1.59% 37 0 0.0% Q2 2026 Aug 05, 2026
Pacific Sage Partners, LLC History No change 1,297,061 67,888 9.64% 9.64% 38 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 1,279,140 66,927 0.44% 0.44% 39 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,340,481 66,855 0.1% 0.1% 40 0 0.0% Q2 2026 Aug 13, 2026
Falcon Wealth Planning History No change 1,272,693 66,612 4.21% 4.21% 41 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,194,296 61,823 0.3% 0.3% 42 0 0.0% Q2 2026 Sep 23, 2026
HighTower Advisors, LLC History No change 1,172,487 61,367 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 1,117,683 58,500 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 1,054,760 55,205 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 27, 2026
Permanens Capital L.P. History No change 1,103,409 55,015 5.66% 5.66% 46 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 996,162 52,139 0.94% 0.94% 47 0 0.0% Q2 2026 Jul 31, 2026
Equitable Holdings, Inc. History No change 924,297 48,377 0.29% 0.29% 48 0 0.0% Q2 2026 Aug 17, 2026
Madison Wealth Partners, Inc History No change 909,176 47,586 6.06% 6.06% 49 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History No change 907,716 47,509 3.17% 3.17% 50 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 903,162 47,271 5.17% 5.17% 51 0 0.0% Q2 2026 Aug 11, 2026
Arete Wealth Advisors, LLC History No change 896,622 46,929 3.1% 3.1% 52 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 858,715 44,929 0.49% 0.49% 53 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 817,235 42,741 0.13% 0.13% 54 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 780,662 40,859 0.67% 0.67% 55 0 0.0% Q2 2026 Jul 31, 2026
STIFEL FINANCIAL CORP History No change 778,910 40,759 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 770,163 40,310 0.43% 0.43% 57 0 0.0% Q2 2026 Aug 06, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 754,941 39,513 9.81% 9.81% 58 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 750,036 39,072 0.24% 0.24% 59 0 0.0% Q2 2026 Jul 20, 2026
Prime Capital Investment Advisors, LLC History No change 743,967 38,939 0.38% 0.38% 60 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 731,646 37,689 0.06% 0.06% 61 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 696,324 36,445 0.56% 0.56% 62 0 0.0% Q2 2026 Aug 05, 2026
Johnson Bixby & Associates, LLC History No change 679,070 35,542 3.97% 3.97% 63 0 0.0% Q2 2026 Jul 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 664,837 34,797 0.61% 0.61% 64 0 0.0% Q2 2026 Jul 23, 2026
GOLDMAN SACHS GROUP INC History No change 662,377 34,626 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 660,897 34,532 0.04% 0.04% 66 0 0.0% Q2 2026 Jul 28, 2026
Modern Wealth Management, LLC History No change 655,822 34,325 0.41% 0.41% 67 0 0.0% Q2 2026 Aug 13, 2026
CGN Advisors LLC History No change 630,734 33,012 2.41% 2.41% 68 0 0.0% Q2 2026 Jul 06, 2026
SCOTIA CAPITAL INC. History No change 608,994 31,874 0.12% 0.12% 69 0 0.0% Q2 2026 Aug 11, 2026
55 North Private Wealth, LLC History No change 589,784 30,869 6.07% 6.07% 70 0 0.0% Q2 2026 Jul 07, 2026
Strong Tower Advisory Services History No change 582,449 30,485 5.46% 5.46% 71 0 0.0% Q2 2026 Jul 13, 2026
Compound Planning, Inc. History No change 581,064 30,412 0.79% 0.79% 72 0 0.0% Q2 2026 Aug 04, 2026
Grantvest Financial Group LLC History No change 574,765 30,083 17.43% 17.43% 73 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 568,768 29,762 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 549,155 28,732 0.29% 0.29% 75 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 546,889 28,550 0.61% 0.61% 76 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 545,159 28,533 0.09% 0.09% 77 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 544,915 28,331 0.16% 0.16% 78 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 519,865 27,210 0.05% 0.05% 79 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 517,230 27,074 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 14, 2026
Shah Wealth Advisors, LLC History No change 508,683 26,624 6.14% 6.14% 81 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 509,487 26,579 0.12% 0.12% 82 0 0.0% Q2 2026 Jul 27, 2026
Members Advisory Group LLC History No change 498,275 26,079 7.28% 7.28% 83 0 0.0% Q2 2026 Jul 15, 2026
Rockefeller Capital Management L.P. History No change 497,115 26,018 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 490,215 25,657 0.79% 0.79% 85 0 0.0% Q2 2026 Aug 07, 2026
Legacy Financial Group LLC History No change 488,882 25,588 2.88% 2.88% 86 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 478,068 25,022 0.29% 0.29% 87 0 0.0% Q2 2026 Jul 22, 2026
Lineweaver Wealth Advisors, LLC History No change 471,845 24,696 2.92% 2.92% 88 0 0.0% Q2 2026 Jul 09, 2026
Advocacy Wealth Management, LLC History No change 465,922 24,386 0.89% 0.89% 89 0 0.0% Q2 2026 Jul 29, 2026
Vivid Wealth Management, LLC History No change 459,378 24,043 8.46% 8.46% 90 0 0.0% Q2 2026 Jul 28, 2026
Kelly Financial Services LLC History No change 464,118 24,000 5.14% 5.14% 91 0 0.0% Q2 2026 Jul 14, 2026
Frisch Financial Group, Inc. History No change 445,974 23,342 4.0% 4.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 444,414 23,260 0.22% 0.22% 93 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 420,581 22,013 0.05% 0.05% 94 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 419,563 21,959 0.13% 0.13% 95 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 419,337 21,948 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 06, 2026
Faithward Advisors, LLC History No change 404,716 21,182 2.59% 2.59% 97 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 400,118 20,942 0.22% 0.22% 98 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 399,422 20,844 0.45% 0.45% 99 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 395,708 20,711 0.73% 0.73% 100 0 0.0% Q2 2026 Aug 05, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 394,630 20,654 2.35% 2.35% 101 0 0.0% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History No change 388,635 20,338 0.16% 0.16% 102 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 387,198 20,265 0.66% 0.66% 103 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 377,591 19,764 0.08% 0.08% 104 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 372,797 19,512 2.78% 2.78% 105 0 0.0% Q2 2026 Aug 03, 2026
NorthCoast Asset Management LLC History No change 371,403 19,439 0.43% 0.43% 106 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 368,817 19,303 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 362,510 18,973 4.81% 4.81% 108 0 0.0% Q2 2026 Jul 23, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 359,435 18,812 4.94% 4.94% 109 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 352,849 18,397 2.64% 2.64% 110 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 347,477 18,186 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
Ducere Wealth Management LLC History No change 346,593 18,140 5.45% 5.45% 112 0 0.0% Q2 2026 Jul 28, 2026
MCMORGAN & CO LLC History No change 343,360 17,971 2.71% 2.71% 113 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Capital Group History No change 333,556 17,458 2.09% 2.09% 114 0 0.0% Q2 2026 Jul 08, 2026
CVA Family Office, LLC History No change 324,856 17,002 1.54% 1.54% 115 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 321,846 16,844 0.08% 0.08% 116 0 0.0% Q2 2026 Aug 03, 2026
CONDOR CAPITAL MANAGEMENT History No change 316,149 16,547 1.24% 1.24% 117 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 301,000 15,754 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 300,872 15,645 0.26% 0.26% 119 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 296,652 15,526 0.46% 0.46% 120 0 0.0% Q2 2026 Aug 03, 2026
Van Hulzen Asset Management, LLC History No change 294,719 15,425 1.1% 1.1% 121 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 293,554 15,364 0.22% 0.22% 122 0 0.0% Q2 2026 Aug 11, 2026
STAR Financial Bank History No change 288,717 15,111 6.16% 6.16% 123 0 0.0% Q2 2026 Aug 07, 2026
Scissortail Wealth Management, LLC History No change 286,467 14,993 2.89% 2.89% 124 0 0.0% Q2 2026 Aug 05, 2026
Scarborough Advisors, LLC History No change 284,903 14,722 1.69% 1.69% 125 0 0.0% Q2 2026 Jul 21, 2026
Ullmann Wealth Partners Group, LLC History No change 278,129 14,557 1.32% 1.32% 126 0 0.0% Q2 2026 Aug 10, 2026
Eaton Financial Holdings Company, LLC History No change 272,233 14,248 3.91% 3.91% 127 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 271,981 14,221 0.12% 0.12% 128 0 0.0% Q2 2026 Jul 27, 2026
Centerline Wealth Advisors, LLC History No change 267,607 14,006 4.39% 4.39% 129 0 0.0% Q2 2026 Jul 17, 2026
Storen Legacy Partners, LLC History No change 266,112 13,928 3.8% 3.8% 130 0 0.0% Q2 2026 Jul 17, 2026
1 NORTH WEALTH SERVICES LLC History No change 266,102 13,927 4.55% 4.55% 131 0 0.0% Q2 2026 Aug 03, 2026
Alternative Investment Advisors, LLC. History No change 256,751 13,438 5.11% 5.11% 132 0 0.0% Q2 2026 Aug 31, 2026
Asio Capital, LLC History No change 254,628 13,327 1.71% 1.71% 133 0 0.0% Q2 2026 Jul 17, 2026
Perigon Wealth Management, LLC History No change 258,072 13,246 0.21% 0.21% 134 0 0.0% Q2 2026 Aug 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 255,101 13,207 0.65% 0.65% 135 0 0.0% Q2 2026 Jul 20, 2026
Diversify Advisory Services, LLC History No change 257,188 13,089 0.22% 0.22% 136 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 257,188 13,089 0.22% 0.22% 137 0 0.0% Q2 2026 Jul 29, 2026
Selby Wealth Management, LLC History No change 249,994 13,084 4.64% 4.64% 138 0 0.0% Q2 2026 Jul 09, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 245,626 12,856 0.7% 0.7% 139 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Strategies & Associates History Reduced 249,469 12,670 2.32% 2.65% 140 -17,892 -6.69% Q3 2026 Oct 01, 2026
WJ Wealth Management, LLC History No change 240,233 12,573 4.96% 4.96% 141 0 0.0% Q2 2026 Aug 03, 2026
SteelPeak Wealth, LLC History No change 230,430 12,060 0.31% 0.31% 142 0 0.0% Q2 2026 Jul 13, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 227,864 11,926 7.9% 7.9% 143 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 223,537 11,699 3.13% 3.13% 144 0 0.0% Q2 2026 Jul 23, 2026
Triad Wealth Partners, LLC History No change 226,559 11,641 0.69% 0.69% 145 0 0.0% Q2 2026 Aug 10, 2026
Bay Rivers Group History No change 220,795 11,556 3.94% 3.94% 146 0 0.0% Q2 2026 Jul 09, 2026
JT Stratford LLC History No change 220,132 11,521 1.26% 1.26% 147 0 0.0% Q2 2026 Aug 14, 2026
New Capital Management LP History No change 218,332 11,427 2.6% 2.6% 148 0 0.0% Q2 2026 Jul 14, 2026
HCR Wealth Advisors History No change 213,952 11,198 1.0% 1.0% 149 0 0.0% Q2 2026 Jul 13, 2026
Beacon Pointe Advisors, LLC History No change 209,267 10,953 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 18, 2026
Marest Capital, LLC History No change 209,104 10,944 5.45% 5.45% 151 0 0.0% Q2 2026 Aug 05, 2026
LHM, INC. History No change 207,384 10,854 3.7% 3.7% 152 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 206,637 10,815 2.16% 2.16% 153 0 0.0% Q2 2026 Jul 22, 2026
Vertex Planning Partners, LLC History No change 199,498 10,441 1.55% 1.55% 154 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 198,472 10,388 0.62% 0.62% 155 0 0.0% Q2 2026 Aug 04, 2026
JMAC ENTERPRISES LLC History No change 197,734 10,349 1.74% 1.74% 156 0 0.0% Q2 2026 Jul 28, 2026
Brookstone Capital Management History No change 196,956 10,308 0.1% 0.1% 157 0 0.0% Q2 2026 Jul 15, 2026
RFG - Bristol Wealth Advisors, LLC History No change 193,630 10,134 2.45% 2.45% 158 0 0.0% Q2 2026 Jul 27, 2026
Royal Harbor Partners, LLC History No change 192,400 10,070 3.12% 3.12% 159 0 0.0% Q2 2026 Jul 27, 2026
GTS FINANCIAL, LLC History No change 190,589 10,070 7.34% 7.34% 160 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 191,881 10,043 0.12% 0.12% 161 0 0.0% Q2 2026 Aug 18, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 191,024 9,998 0.11% 0.11% 162 0 0.0% Q2 2026 Jul 28, 2026
Eldridge Investment Advisors, Inc. History No change 188,712 9,877 1.96% 1.96% 163 0 0.0% Q2 2026 Aug 10, 2026
J HAGAN CAPITAL, INC. History No change 186,347 9,753 4.52% 4.52% 164 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 185,654 9,716 0.18% 0.18% 165 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 185,158 9,683 0.15% 0.15% 166 0 0.0% Q2 2026 Aug 06, 2026
ELEVATUS WELATH MANAGEMENT History No change 185,012 9,683 2.36% 2.36% 167 0 0.0% Q2 2026 Aug 13, 2026
Alexis Investment Partners, LLC History No change 183,013 9,597 5.61% 5.61% 168 0 0.0% Q2 2026 Jul 23, 2026
KWB Wealth History No change 180,459 9,445 0.81% 0.81% 169 0 0.0% Q2 2026 Jul 10, 2026
JB Capital LLC History No change 182,833 9,358 0.32% 0.32% 170 0 0.0% Q2 2026 Jul 29, 2026
UNIQUE WEALTH, LLC History No change 177,153 9,272 1.08% 1.08% 171 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 174,182 9,116 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 173,437 9,077 0.54% 0.54% 173 0 0.0% Q2 2026 Jul 27, 2026
Sharkey, Howes & Javer History No change 172,847 9,046 1.09% 1.09% 174 0 0.0% Q2 2026 Jul 09, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 173,765 9,033 1.84% 1.84% 175 0 0.0% Q2 2026 Aug 06, 2026
Csenge Advisory Group History No change 167,974 8,791 0.36% 0.36% 176 0 0.0% Q2 2026 Aug 10, 2026
Heritage Trust Co History No change 159,225 8,333 0.72% 0.72% 177 0 0.0% Q2 2026 Aug 06, 2026
Detalus Advisors, LLC History No change 158,457 8,275 1.61% 1.61% 178 0 0.0% Q2 2026 Jul 27, 2026
Icon Wealth Advisors, LLC History No change 157,057 8,210 0.49% 0.49% 179 0 0.0% Q2 2026 Aug 05, 2026
Refined Wealth Management History No change 151,094 7,908 4.77% 4.77% 180 0 0.0% Q2 2026 Jul 21, 2026
Tidemark, LLC History No change 150,538 7,879 1.77% 1.77% 181 0 0.0% Q2 2026 Aug 10, 2026
Strategic Blueprint, LLC History No change 149,040 7,786 0.39% 0.39% 182 0 0.0% Q2 2026 Jul 23, 2026
Arkadios Wealth Advisors History No change 146,538 7,630 0.12% 0.12% 183 0 0.0% Q2 2026 Aug 10, 2026
R2 Capital Strategies, LLC History No change 141,469 7,404 3.35% 3.35% 184 0 0.0% Q2 2026 Jul 23, 2026
Emergent Wealth Advisors, LLC History No change 141,159 7,401 3.85% 3.85% 185 0 0.0% Q2 2026 Jul 13, 2026
Koshinski Asset Management, Inc. History No change 139,929 7,323 0.39% 0.39% 186 0 0.0% Q2 2026 Jul 27, 2026
McNaughton Wealth Management, LLC History No change 139,086 7,279 2.58% 2.58% 187 0 0.0% Q2 2026 Jul 07, 2026
CITADEL ADVISORS LLC History No change 144,480 7,203 0.0% 0.0% 188 0 0.0% Q2 2026 Sep 02, 2026
Bauman Advisory Group, LLC History No change 136,941 7,167 3.79% 3.79% 189 0 0.0% Q2 2026 Aug 04, 2026
Joseph P. Lucia & Associates, LLC History No change 135,438 7,088 2.13% 2.13% 190 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL GROUP History No change 135,766 7,056 0.64% 0.64% 191 0 0.0% Q2 2026 Jul 16, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 132,518 6,936 1.09% 1.09% 192 0 0.0% Q2 2026 Jul 15, 2026
NTV ASSET MANAGEMENT LLC History No change 131,962 6,906 0.68% 0.68% 193 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 129,949 6,801 0.16% 0.16% 194 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 129,870 6,797 0.08% 0.08% 195 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 129,112 6,757 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 129,010 6,752 1.16% 1.16% 197 0 0.0% Q2 2026 Jul 02, 2026
Tennessee Valley Asset Management Partners History No change 131,812 6,724 0.74% 0.74% 198 0 0.0% Q2 2026 Aug 10, 2026
Central Pacific Bank - Trust Division History Added to 130,162 6,610 0.69% 0.66% 199 +6,230 5.03% Q3 2026 Oct 05, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 124,076 6,494 2.82% 2.82% 200 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 123,928 6,486 1.84% 1.84% 201 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 123,277 6,452 0.11% 0.11% 202 0 0.0% Q2 2026 Jul 21, 2026
Family Manage LLC History No change 123,034 6,439 0.66% 0.66% 203 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 122,136 6,392 0.02% 0.02% 204 0 0.0% Q2 2026 Aug 11, 2026
Landing Point Financial Group, LLC History No change 121,147 6,340 2.16% 2.16% 205 0 0.0% Q2 2026 Aug 06, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 119,942 6,277 1.86% 1.86% 206 0 0.0% Q2 2026 Jul 31, 2026
Beacon Bridge Wealth Partners, LLC History No change 117,051 6,126 1.75% 1.75% 207 0 0.0% Q2 2026 Aug 05, 2026
Hurley Capital, LLC History No change 116,902 6,118 3.17% 3.17% 208 0 0.0% Q2 2026 Aug 10, 2026
All Terrain Financial Advisors, LLC History No change 122,105 6,088 0.99% 0.99% 209 0 0.0% Q2 2026 Aug 11, 2026
Foundry Financial LLC History No change 116,134 6,078 2.05% 2.05% 210 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Wealth History No change 114,517 5,993 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 12, 2026
Rollins Financial Advisors, LLC History No change 114,113 5,972 0.79% 0.79% 212 0 0.0% Q2 2026 Aug 04, 2026
Apeiron RIA LLC History No change 111,905 5,873 1.51% 1.51% 213 0 0.0% Q2 2026 Jul 16, 2026
Goldstein Advisors, LLC History No change 112,173 5,871 0.54% 0.54% 214 0 0.0% Q2 2026 Jul 20, 2026
Embree Financial Group History No change 111,538 5,837 0.58% 0.58% 215 0 0.0% Q2 2026 Jul 15, 2026
Cyndeo Wealth Partners, LLC History No change 111,396 5,830 0.27% 0.27% 216 0 0.0% Q2 2026 Jul 21, 2026
Security Financial Services, INC. History No change 110,959 5,795 0.8% 0.8% 217 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 110,430 5,779 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 14, 2026
TABLEAUX LLC History No change 109,961 5,755 2.42% 2.42% 219 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 108,788 5,693 0.07% 0.07% 220 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 107,970 5,651 0.11% 0.11% 221 0 0.0% Q2 2026 Jul 09, 2026
Trivium Point Advisory, LLC History No change 106,553 5,576 0.51% 0.51% 222 0 0.0% Q2 2026 Aug 06, 2026
FFG RETIREMENT ADVISORS LLC History No change 105,914 5,543 2.93% 2.93% 223 0 0.0% Q2 2026 Jul 09, 2026
Stokes Family Office, LLC History No change 103,010 5,391 0.63% 0.63% 224 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 101,918 5,334 0.17% 0.17% 225 0 0.0% Q2 2026 Jul 09, 2026
TritonPoint Partners, LLC History No change 101,179 5,295 0.44% 0.44% 226 0 0.0% Q2 2026 Aug 13, 2026
Bedminster, LLC History No change 100,082 5,238 4.47% 4.47% 227 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 98,232 5,141 0.1% 0.1% 228 0 0.0% Q2 2026 Aug 14, 2026
Liberty Atlantic Advisors LLC History No change 96,255 5,038 3.63% 3.63% 229 0 0.0% Q2 2026 Jul 21, 2026
WBH ADVISORY INC History No change 95,702 5,009 0.34% 0.34% 230 0 0.0% Q2 2026 Aug 05, 2026
Advus Financial Partners, LLC History No change 94,700 4,956 1.41% 1.41% 231 0 0.0% Q2 2026 Oct 02, 2026
Carson Advisory Inc. History No change 94,424 4,942 2.27% 2.27% 232 0 0.0% Q2 2026 Aug 11, 2026
ShoreHaven Wealth Partners, LLC History No change 94,423 4,900 1.54% 1.54% 233 0 0.0% Q2 2026 Jul 14, 2026
Elevated Financial Group LLC History No change 93,463 4,891 1.34% 1.34% 234 0 0.0% Q2 2026 Jul 22, 2026
Ancora Advisors LLC History No change 93,039 4,869 0.09% 0.09% 235 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 94,205 4,841 0.09% 0.09% 236 0 0.0% Q2 2026 Jul 15, 2026
Saxony Capital Management, LLC History No change 95,510 4,776 2.19% 2.19% 237 0 0.0% Q2 2026 Jul 15, 2026
J. Mark Nickell & Co. History No change 90,734 4,749 3.79% 3.79% 238 0 0.0% Q2 2026 Aug 11, 2026
LINCOLN CAPITAL CORP History No change 90,479 4,735 1.54% 1.54% 239 0 0.0% Q2 2026 Jul 16, 2026
Invst, LLC History No change 90,651 4,717 0.46% 0.46% 240 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 89,668 4,693 0.59% 0.59% 241 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 89,399 4,667 1.13% 1.13% 242 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 88,610 4,637 0.43% 0.43% 243 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 88,487 4,631 0.37% 0.37% 244 0 0.0% Q2 2026 Aug 11, 2026
Owen LaRue, LLC History No change 85,567 4,478 1.56% 1.56% 245 0 0.0% Q2 2026 Jul 22, 2026
IFG Advisory, LLC History No change 85,370 4,466 0.16% 0.16% 246 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 84,750 4,435 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
O'ROURKE & COMPANY, Inc History No change 84,499 4,422 1.54% 1.54% 248 0 0.0% Q2 2026 Aug 14, 2026
Midwest Capital Advisors, LLC History No change 82,291 4,307 1.75% 1.75% 249 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 82,736 4,275 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 14, 2026
Pettinga Financial Advisors LLC History No change 81,461 4,263 0.68% 0.68% 251 0 0.0% Q2 2026 Jul 09, 2026
Horst & Graben Wealth Management LLC History No change 81,360 4,240 0.56% 0.56% 252 0 0.0% Q2 2026 Jul 22, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 80,467 4,211 0.28% 0.28% 253 0 0.0% Q2 2026 Jul 20, 2026
DecisionMap Wealth Management, LLC History No change 79,589 4,165 2.33% 2.33% 254 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ALLIANCE, LLC History No change 79,571 4,164 0.35% 0.35% 255 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 79,358 4,153 1.17% 1.17% 256 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Advisors, LLC History No change 79,047 4,137 0.23% 0.23% 257 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 78,778 4,123 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL LIFE ADVISORS History No change 77,002 4,030 1.15% 1.15% 259 0 0.0% Q2 2026 Jul 28, 2026
Simplicity Wealth,LLC History No change 76,683 3,974 0.13% 0.13% 260 0 0.0% Q2 2026 Aug 06, 2026
Medallion Wealth Advisors, LLC History No change 75,943 3,974 1.25% 1.25% 261 0 0.0% Q2 2026 Aug 14, 2026
Lunt Capital Management, Inc. History No change 75,903 3,972 1.46% 1.46% 262 0 0.0% Q2 2026 Jul 30, 2026
Peak Wealth Management LLC History No change 75,705 3,962 2.78% 2.78% 263 0 0.0% Q2 2026 Jul 14, 2026
Mengis Capital Management, Inc. History No change 75,490 3,951 0.6% 0.6% 264 0 0.0% Q2 2026 Jul 28, 2026
BOS Asset Management, LLC History No change 75,399 3,946 0.92% 0.92% 265 0 0.0% Q2 2026 Jul 13, 2026
EQ LLC History No change 74,385 3,893 0.96% 0.96% 266 0 0.0% Q2 2026 Jul 23, 2026
Box Hill Private Wealth LLC History Added to 76,127 3,866 2.81% 2.25% 267 +22,521 42.01% Q3 2026 Oct 05, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 74,132 3,864 3.01% 3.01% 268 0 0.0% Q2 2026 Jul 09, 2026
Shared Vision Wealth Group LLC History No change 73,521 3,848 1.32% 1.32% 269 0 0.0% Q2 2026 Jul 31, 2026
BCGM Wealth Management, LLC History No change 73,294 3,836 0.81% 0.81% 270 0 0.0% Q2 2026 Aug 04, 2026
Atria Investments, Inc History No change 73,029 3,822 0.04% 0.04% 271 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 72,779 3,809 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 14, 2026
ONE Advisory Partners, LLC History No change 72,213 3,779 1.03% 1.03% 273 0 0.0% Q2 2026 Jul 21, 2026
L & S Advisors Inc History No change 71,800 3,758 0.39% 0.39% 274 0 0.0% Q2 2026 Aug 12, 2026
Canvas Wealth Advisors, LLC History No change 70,777 3,704 0.52% 0.52% 275 0 0.0% Q2 2026 Jul 10, 2026
Sovran Advisors, LLC History No change 70,964 3,688 0.27% 0.27% 276 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 70,259 3,677 0.04% 0.04% 277 0 0.0% Q2 2026 Aug 10, 2026
Regal Investment Advisors LLC History No change 69,151 3,619 0.19% 0.19% 278 0 0.0% Q2 2026 Aug 14, 2026
LARCH CAPITAL PARTNERS LLC History No change 68,553 3,588 0.51% 0.51% 279 0 0.0% Q2 2026 Aug 17, 2026
EHRLICH FINANCIAL GROUP History No change 68,393 3,565 1.83% 1.83% 280 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History No change 68,051 3,561 0.07% 0.07% 281 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 67,228 3,518 0.06% 0.06% 282 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 68,324 3,494 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 19, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 68,366 3,472 0.68% 0.39% 284 +33,682 97.11% Q3 2026 Oct 05, 2026
Castle Rock Wealth Management, LLC History No change 66,359 3,458 0.68% 0.68% 285 0 0.0% Q2 2026 Jul 07, 2026
Ashton Thomas Private Wealth, LLC History No change 65,508 3,428 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 29, 2026
CFS Investment Advisory Services, LLC History No change 64,752 3,375 0.23% 0.23% 287 0 0.0% Q2 2026 Jul 16, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 69,369 3,370 2.52% 2.52% 288 0 0.0% Q2 2026 Jul 30, 2026
SOFI WEALTH, LLC History No change 64,254 3,363 0.14% 0.14% 289 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 64,083 3,354 0.1% 0.1% 290 0 0.0% Q2 2026 Jul 31, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 63,612 3,329 1.82% 1.82% 291 0 0.0% Q2 2026 Aug 14, 2026
RMR Capital Management, LLC History No change 62,992 3,296 2.27% 2.27% 292 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 63,055 3,290 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 15, 2026
4J Wealth Management LLC History No change 62,820 3,287 1.61% 1.61% 294 0 0.0% Q2 2026 Jul 21, 2026
New England Private Wealth Advisors LLC History No change 63,125 3,270 0.32% 0.32% 295 0 0.0% Q2 2026 Aug 04, 2026
Foundry Financial Group, Inc. History No change 61,310 3,208 1.39% 1.39% 296 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 62,651 3,180 0.05% 0.05% 297 0 0.0% Q2 2026 Jul 15, 2026
New Insight Wealth Advisors History No change 60,052 3,143 0.93% 0.93% 298 0 0.0% Q2 2026 Jul 27, 2026
ArborFi Advisors, LLC History No change 59,881 3,134 2.27% 2.27% 299 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Financial Partners LLC History No change 59,011 3,088 0.25% 0.25% 300 0 0.0% Q2 2026 Aug 10, 2026
PUREfi Wealth, LLC History No change 58,724 3,073 1.69% 1.69% 301 0 0.0% Q2 2026 Jul 27, 2026
Finhabits Advisors LLC History No change 58,350 3,054 2.57% 2.57% 302 0 0.0% Q2 2026 Aug 14, 2026
ORBA Wealth Advisors, L.L.C. History No change 57,977 3,034 2.59% 2.59% 303 0 0.0% Q2 2026 Jul 23, 2026
JPL Wealth Management, LLC History No change 57,737 3,021 0.6% 0.6% 304 0 0.0% Q2 2026 Aug 13, 2026
Onyx Bridge Wealth Group LLC History No change 57,276 2,997 0.27% 0.27% 305 0 0.0% Q2 2026 Jul 23, 2026
Trek Financial, LLC History No change 56,692 2,967 0.15% 0.15% 306 0 0.0% Q2 2026 Aug 13, 2026
Vines Capital Management, LLC History No change 56,449 2,954 2.42% 2.42% 307 0 0.0% Q2 2026 Aug 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 56,304 2,946 1.69% 1.69% 308 0 0.0% Q2 2026 Jul 15, 2026
Centurion Wealth Management LLC History No change 55,833 2,922 0.7% 0.7% 309 0 0.0% Q2 2026 Jul 09, 2026
BEACON FINANCIAL PLANNING, INC History No change 55,828 2,922 0.99% 0.99% 310 0 0.0% Q2 2026 Aug 06, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 55,779 2,919 1.01% 1.01% 311 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 54,935 2,875 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 54,920 2,874 0.04% 0.04% 313 0 0.0% Q2 2026 Aug 05, 2026
Daviman Financial, LLC History No change 53,476 2,798 1.54% 1.54% 314 0 0.0% Q2 2026 Jul 24, 2026
Jeter Robert S II History No change 53,481 2,790 2.67% 2.67% 315 0 0.0% Q2 2026 Jul 13, 2026
One Wealth Advisors, LLC History No change 53,156 2,782 0.31% 0.31% 316 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 53,428 2,775 0.03% 0.03% 317 0 0.0% Q2 2026 Jul 24, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 52,775 2,762 1.24% 1.24% 318 0 0.0% Q2 2026 Aug 17, 2026
Spectrum Planning & Advisory Services Inc. History No change 52,610 2,753 1.23% 1.23% 319 0 0.0% Q2 2026 Jul 14, 2026
BlackDiamond Wealth Management, LLC History No change 52,922 2,750 1.1% 1.1% 320 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors Wealth Management, LLC History No change 52,071 2,725 0.32% 0.32% 321 0 0.0% Q2 2026 Jul 23, 2026
KICKSTAND VENTURES, LLC. History No change 51,886 2,715 0.49% 0.49% 322 0 0.0% Q2 2026 Jul 30, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 51,750 2,687 0.34% 0.34% 323 0 0.0% Q2 2026 Aug 05, 2026
Beckerman Institutional, LLC History No change 51,301 2,685 1.28% 1.28% 324 0 0.0% Q2 2026 Aug 11, 2026
TBH Global Asset Management, LLC History No change 51,169 2,678 0.49% 0.49% 325 0 0.0% Q2 2026 Aug 05, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History No change 50,793 2,658 0.13% 0.13% 326 0 0.0% Q2 2026 Aug 14, 2026
TrueMark Investments, LLC History No change 50,793 2,658 0.33% 0.33% 327 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 50,580 2,647 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Allen Capital Group, LLC History No change 50,556 2,646 0.22% 0.22% 329 0 0.0% Q2 2026 Jul 27, 2026
MA Private Wealth History No change 50,375 2,636 0.39% 0.39% 330 0 0.0% Q2 2026 Jul 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 50,087 2,621 0.06% 0.06% 331 0 0.0% Q2 2026 Jul 17, 2026
Lansing Street Advisors History No change 49,637 2,597 0.55% 0.55% 332 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Consulting Group, LLC History No change 49,496 2,590 0.1% 0.1% 333 0 0.0% Q2 2026 Aug 13, 2026
SWP FINANCIAL LLC History No change 48,932 2,561 1.18% 1.18% 334 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON-ALTUS USA INC. History No change 49,171 2,553 1.82% 1.82% 335 0 0.0% Q2 2026 Sep 17, 2026
EWA, LLC History No change 48,364 2,531 0.46% 0.46% 336 0 0.0% Q2 2026 Jul 14, 2026
BETO FINANCIAL GROUP, LLC History No change 48,494 2,524 1.33% 1.33% 337 0 0.0% Q2 2026 Aug 07, 2026
Williams Jones Wealth Management, LLC. History No change 48,195 2,522 0.03% 0.03% 338 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 48,770 2,520 0.12% 0.12% 339 0 0.0% Q2 2026 Aug 11, 2026
WATERSHED PRIVATE WEALTH LLC History No change 47,473 2,484 0.7% 0.7% 340 0 0.0% Q2 2026 Jul 17, 2026
FSA Investment Group, LLC History Reduced 48,199 2,448 0.78% 0.94% 341 -6,971 -12.64% Q3 2026 Oct 07, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 46,749 2,446 0.64% 0.64% 342 0 0.0% Q2 2026 Jul 13, 2026
PRINCIPAL SECURITIES, INC. History No change 46,389 2,427 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 04, 2026
LEIGH BALDWIN & CO., LLC History No change 45,973 2,406 1.3% 1.3% 344 0 0.0% Q2 2026 Aug 13, 2026
SENTINEL PENSION ADVISORS, LLC History No change 45,623 2,378 0.31% 0.31% 345 0 0.0% Q2 2026 Jul 23, 2026
OLD MISSION CAPITAL LLC History No change 45,928 2,364 0.04% 0.04% 346 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 45,177 2,364 1.63% 1.63% 347 0 0.0% Q2 2026 Jul 24, 2026
Impact Partnership Wealth, LLC History No change 45,021 2,356 0.23% 0.23% 348 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 44,944 2,352 0.07% 0.07% 349 0 0.0% Q2 2026 Aug 06, 2026
Royal Capital Wealth Management, LLC History No change 44,385 2,323 1.3% 1.3% 350 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 44,743 2,319 0.17% 0.17% 351 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Management, LLC History No change 44,232 2,315 0.79% 0.79% 352 0 0.0% Q2 2026 Jul 07, 2026
Range Financial Group LLC History No change 43,870 2,296 0.63% 0.63% 353 0 0.0% Q2 2026 Jul 15, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 43,817 2,293 0.23% 0.23% 354 0 0.0% Q2 2026 Sep 02, 2026
Plancorp, LLC History No change 43,951 2,285 0.06% 0.06% 355 0 0.0% Q2 2026 Jul 14, 2026
Optivise Advisory Services LLC History No change 43,282 2,265 1.15% 1.15% 356 0 0.0% Q2 2026 Jul 13, 2026
G&S Capital LLC History No change 42,852 2,242 0.65% 0.65% 357 0 0.0% Q2 2026 Jul 10, 2026
Transamerica Financial Advisors, LLC History No change 43,112 2,221 0.19% 0.19% 358 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 42,273 2,212 0.11% 0.11% 359 0 0.0% Q2 2026 Jul 28, 2026
SigFig Wealth Management, LLC History Added to 43,876 2,210 0.06% 0.05% 360 +7,741 21.42% Q3 2026 Oct 07, 2026
Creative Planning History No change 41,862 2,191 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 41,706 2,182 0.09% 0.09% 362 0 0.0% Q2 2026 Jul 27, 2026
Founders Financial Alliance, LLC History No change 41,258 2,159 0.29% 0.29% 363 0 0.0% Q2 2026 Aug 04, 2026
Able Wealth Management LLC History No change 41,163 2,154 0.49% 0.49% 364 0 0.0% Q2 2026 Jul 29, 2026
Bluesphere Advisors LLC History No change 41,088 2,150 0.66% 0.66% 365 0 0.0% Q2 2026 Jul 30, 2026
Savvy Advisors, Inc. History No change 40,780 2,134 0.05% 0.05% 366 0 0.0% Q2 2026 Aug 03, 2026
Worth Financial Advisory Group, LLC History No change 40,493 2,119 0.88% 0.88% 367 0 0.0% Q2 2026 Jul 30, 2026
CORRADO ADVISORS, LLC History No change 39,806 2,083 0.96% 0.96% 368 0 0.0% Q2 2026 Jul 29, 2026
Triad Investment Management History No change 39,738 2,079 2.29% 2.29% 369 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY TRUST CO History No change 39,708 2,078 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 13, 2026
West Wealth Group, LLC History No change 39,486 2,066 0.34% 0.34% 371 0 0.0% Q2 2026 Aug 06, 2026
VISIONARY HORIZONS, LLC History No change 38,738 2,027 0.85% 0.85% 372 0 0.0% Q2 2026 Jul 16, 2026
Claro Advisors Inc. History No change 38,412 2,010 0.21% 0.21% 373 0 0.0% Q2 2026 Jul 30, 2026
Meridian Wealth Management, LLC History No change 38,391 2,009 0.06% 0.06% 374 0 0.0% Q2 2026 Aug 05, 2026
Bryant Woods Investment Advisors, LLC History No change 38,375 2,008 0.56% 0.56% 375 0 0.0% Q2 2026 Jul 22, 2026
Merited Wealth, LLC History No change 38,358 2,007 1.42% 1.42% 376 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 38,057 1,975 0.12% 0.12% 377 0 0.0% Q2 2026 Jul 29, 2026
5T Wealth, LLC History No change 37,298 1,952 0.73% 0.73% 378 0 0.0% Q2 2026 Jul 21, 2026
Buttonwood Financial Group, LLC History No change 36,623 1,916 1.1% 1.1% 379 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History No change 36,599 1,915 0.27% 0.27% 380 0 0.0% Q2 2026 Jul 16, 2026
Redhawk Wealth Advisors, Inc. History No change 36,510 1,910 0.19% 0.19% 381 0 0.0% Q2 2026 Jul 09, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 36,036 1,871 1.07% 1.07% 382 0 0.0% Q2 2026 Aug 19, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 35,681 1,867 0.04% 0.04% 383 0 0.0% Q2 2026 Jul 17, 2026
Cypress Wealth Services, LLC History No change 34,859 1,824 0.22% 0.22% 384 0 0.0% Q2 2026 Jul 10, 2026
Mayfair Advisory Group, LLC History No change 34,716 1,798 0.54% 0.54% 385 0 0.0% Q2 2026 Aug 11, 2026
Strategies Wealth Advisors, LLC History No change 33,883 1,773 0.16% 0.16% 386 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 33,984 1,756 0.17% 0.17% 387 0 0.0% Q2 2026 Aug 11, 2026
TCP Asset Management, LLC History No change 35,079 1,749 0.2% 0.2% 388 0 0.0% Q2 2026 Jul 15, 2026
Sculati Wealth Management, LLC History No change 33,453 1,744 0.58% 0.58% 389 0 0.0% Q2 2026 Jul 21, 2026
Two West Capital Advisors LLC History No change 33,629 1,737 0.86% 0.86% 390 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 32,861 1,719 0.15% 0.15% 391 0 0.0% Q2 2026 Jul 09, 2026
Sherman Wealth Management LLC History No change 32,660 1,709 1.29% 1.29% 392 0 0.0% Q2 2026 Jul 09, 2026
Apollon Wealth Management, LLC History No change 32,233 1,687 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 22, 2026
Sanchez Gaunt Capital Management, LLC History No change 32,076 1,678 0.94% 0.94% 394 0 0.0% Q2 2026 Aug 14, 2026
First Growth Capital LLC History No change 32,013 1,675 1.27% 1.27% 395 0 0.0% Q2 2026 Jul 16, 2026
Quantinno Capital Management LP History No change 31,803 1,664 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 13, 2026
Williams & Novak, LLC History No change 31,714 1,659 1.1% 1.1% 397 0 0.0% Q2 2026 Jul 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 31,685 1,658 0.08% 0.08% 398 0 0.0% Q2 2026 Jul 28, 2026
Element Wealth, LLC History No change 31,358 1,641 0.61% 0.61% 399 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 31,062 1,625 0.05% 0.05% 400 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 30,798 1,611 0.2% 0.2% 401 0 0.0% Q2 2026 Jul 24, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 30,715 1,607 0.39% 0.39% 402 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 30,275 1,584 0.02% 0.02% 403 0 0.0% Q2 2026 Jul 15, 2026
Financial Planning Hawaii, Inc. History No change 30,032 1,571 0.84% 0.84% 404 0 0.0% Q2 2026 Jul 23, 2026
Atlatl Advisers LLC History No change 29,839 1,561 0.37% 0.37% 405 0 0.0% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History No change 29,278 1,532 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Fairvoy Private Wealth, LLC History No change 29,236 1,530 0.31% 0.31% 407 0 0.0% Q2 2026 Jul 17, 2026
MidAtlantic Capital Management, Inc. History No change 29,120 1,524 0.95% 0.95% 408 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 29,052 1,520 0.16% 0.16% 409 0 0.0% Q2 2026 Aug 12, 2026
A4 Wealth Advisors LLC History No change 28,975 1,516 1.01% 1.01% 410 0 0.0% Q2 2026 Jul 28, 2026
Signature Wealth Management Partners, LLC History No change 28,749 1,504 0.7% 0.7% 411 0 0.0% Q2 2026 Jul 29, 2026
Bull Harbor Capital LLC History No change 28,612 1,497 0.29% 0.29% 412 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 28,524 1,492 0.1% 0.1% 413 0 0.0% Q2 2026 Jul 21, 2026
PAX Financial Group, LLC History No change 28,016 1,466 0.22% 0.22% 414 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 29,314 1,461 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 27,855 1,457 0.2% 0.2% 416 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 27,699 1,449 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 13, 2026
May Hill Capital, LLC History No change 27,511 1,439 0.3% 0.3% 418 0 0.0% Q2 2026 Aug 07, 2026
Signature Resources Capital Management, LLC History No change 27,490 1,438 0.57% 0.57% 419 0 0.0% Q2 2026 Jul 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 27,437 1,436 0.16% 0.16% 420 0 0.0% Q2 2026 Jul 09, 2026
Legacy Edge Advisors, LLC History No change 27,279 1,427 0.13% 0.13% 421 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 26,768 1,401 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 11, 2026
Tradition Wealth Management, LLC History No change 26,762 1,400 0.09% 0.09% 423 0 0.0% Q2 2026 Aug 11, 2026
RDA Financial Network History No change 26,629 1,393 0.3% 0.3% 424 0 0.0% Q2 2026 Jul 06, 2026
Town Capital LLC History No change 26,609 1,392 0.88% 0.88% 425 0 0.0% Q2 2026 Jul 27, 2026
Bay Harbor Wealth Management, LLC History No change 26,567 1,390 0.32% 0.32% 426 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL TRUST CO History No change 26,268 1,374 0.05% 0.05% 427 0 0.0% Q2 2026 Jul 30, 2026
Intentional Wealth Strategies, LLC History No change 26,127 1,367 1.28% 1.28% 428 0 0.0% Q2 2026 Jul 28, 2026
Unique Wealth Strategies, LLC History No change 25,890 1,355 0.49% 0.49% 429 0 0.0% Q2 2026 Jul 15, 2026
Apex Wealth Management, LLC History No change 25,773 1,348 0.82% 0.82% 430 0 0.0% Q2 2026 Aug 11, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 25,732 1,346 1.14% 1.14% 431 0 0.0% Q2 2026 Aug 03, 2026
Cadia Private Client LLC History No change 25,231 1,320 0.95% 0.95% 432 0 0.0% Q2 2026 Aug 11, 2026
B & T Capital Management DBA Alpha Capital Management History No change 25,005 1,308 0.17% 0.17% 433 0 0.0% Q2 2026 Aug 07, 2026
Strategic Equity Management History No change 25,008 1,308 0.44% 0.44% 434 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 24,766 1,296 0.15% 0.15% 435 0 0.0% Q2 2026 Jul 27, 2026
Garden State Investment Advisory Services LLC History No change 24,610 1,288 0.23% 0.23% 436 0 0.0% Q2 2026 Aug 11, 2026
J.E. Simmons & Co., P.C. History No change 24,579 1,286 0.72% 0.72% 437 0 0.0% Q2 2026 Jul 15, 2026
Avantax Planning Partners, Inc. History No change 24,546 1,284 0.03% 0.03% 438 0 0.0% Q2 2026 Jul 28, 2026
Fortis Capital Advisors, LLC History No change 24,487 1,281 0.14% 0.14% 439 0 0.0% Q2 2026 Jul 31, 2026
Traveka Wealth, LLC History No change 23,782 1,244 0.41% 0.41% 440 0 0.0% Q2 2026 Jul 21, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 23,725 1,241 0.5% 0.5% 441 0 0.0% Q2 2026 Jul 27, 2026
SAX WEALTH ADVISORS, LLC History No change 23,794 1,235 0.05% 0.05% 442 0 0.0% Q2 2026 Jul 09, 2026
Rialto Wealth Management, LLC History No change 23,563 1,226 0.24% 0.24% 443 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 23,273 1,218 0.04% 0.04% 444 0 0.0% Q2 2026 Jul 27, 2026
Aventus Investment Advisors, Inc. History No change 22,985 1,203 0.88% 0.88% 445 0 0.0% Q2 2026 Jul 24, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 22,904 1,198 0.08% 0.08% 446 0 0.0% Q2 2026 Aug 04, 2026
Avantra Family Wealth, Inc. History No change 23,183 1,196 0.76% 0.76% 447 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 22,540 1,179 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 12, 2026
Cassilly Financial Group LLC History Reduced 23,148 1,175 0.79% 0.91% 449 -768 -3.21% Q3 2026 Oct 07, 2026
Barnes Wealth Management Group, Inc History No change 22,387 1,171 0.54% 0.54% 450 0 0.0% Q2 2026 Jul 24, 2026
WealthShield Partners, LLC History No change 22,153 1,159 0.18% 0.18% 451 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 21,770 1,139 0.22% 0.22% 452 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 21,548 1,128 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 05, 2026
Narus Financial Partners, LLC History No change 21,432 1,121 0.29% 0.29% 454 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 21,394 1,119 0.01% 0.01% 455 0 0.0% Q2 2026 Jul 21, 2026
Sigma Planning Corp History No change 21,325 1,116 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History No change 21,261 1,112 0.15% 0.15% 457 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 21,088 1,103 0.04% 0.04% 458 0 0.0% Q2 2026 Jul 23, 2026
Fusion Capital, LLC History No change 20,963 1,097 0.25% 0.25% 459 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 20,954 1,088 0.14% 0.14% 460 0 0.0% Q2 2026 Jul 29, 2026
Rossby Financial, LCC History No change 20,727 1,081 0.2% 0.2% 461 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 20,251 1,059 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 20,562 1,054 0.04% 0.04% 463 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 20,106 1,052 0.03% 0.03% 464 0 0.0% Q2 2026 Jul 07, 2026
GeoWealth Management, LLC History No change 20,250 1,050 0.03% 0.03% 465 0 0.0% Q2 2026 Jul 30, 2026
Lionsbridge Wealth Management LLC History No change 19,401 1,015 1.0% 1.0% 466 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 19,348 1,012 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 29, 2026
MKT Advisors LLC History No change 18,952 989 0.31% 0.31% 468 0 0.0% Q2 2026 Jul 09, 2026
Spire Wealth Management History No change 18,728 980 0.03% 0.03% 469 0 0.0% Q2 2026 Jul 15, 2026
BBR PARTNERS, LLC History No change 18,710 979 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 18,433 965 0.04% 0.04% 471 0 0.0% Q2 2026 Aug 17, 2026
Triton Wealth Management, PLLC History No change 18,454 961 0.3% 0.3% 472 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 18,365 961 0.35% 0.35% 473 0 0.0% Q2 2026 Aug 11, 2026
Braun-Bostich & Associates Inc. History No change 18,307 958 0.53% 0.53% 474 0 0.0% Q2 2026 Jul 24, 2026
Balboa Wealth Partners History No change 17,736 928 0.13% 0.13% 475 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 17,739 928 0.18% 0.18% 476 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 17,667 924 0.03% 0.03% 477 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 17,482 915 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 17,430 912 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 12, 2026
Empire Financial Management Company, LLC History No change 17,357 908 0.36% 0.36% 480 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 17,367 908 0.46% 0.46% 481 0 0.0% Q2 2026 Jul 30, 2026
Waterfront Wealth Inc. History No change 17,333 904 0.14% 0.14% 482 0 0.0% Q2 2026 Jul 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 17,234 902 0.12% 0.12% 483 0 0.0% Q2 2026 Jul 21, 2026
Raab & Moskowitz Asset Management LLC History No change 17,150 897 0.18% 0.18% 484 0 0.0% Q2 2026 Jul 28, 2026
CIBC WORLD MARKET INC. History No change 17,078 893 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 13, 2026
Tempus Wealth Planning, LLC History No change 16,845 881 0.17% 0.17% 486 0 0.0% Q2 2026 Jul 22, 2026
CRA Financial Services, LLC History No change 16,601 868 0.1% 0.1% 487 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 16,376 856 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 28, 2026
Venturi Wealth Management, LLC History No change 16,269 851 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 20, 2026
Cobblestone Asset Management LLC History No change 16,113 843 0.35% 0.35% 490 0 0.0% Q2 2026 Jul 21, 2026
EFG International AG History No change 16,217 840 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Services History No change 15,842 829 0.21% 0.21% 492 0 0.0% Q2 2026 Aug 05, 2026
John W. Brooker & Co., CPAs History No change 15,728 823 0.99% 0.99% 493 0 0.0% Q2 2026 Jul 20, 2026
REGIMEN WEALTH, LLC History No change 15,577 814 0.22% 0.22% 494 0 0.0% Q2 2026 Aug 05, 2026
Clear Creek Financial Management, LLC History No change 15,540 813 0.05% 0.05% 495 0 0.0% Q2 2026 Jul 27, 2026
National Wealth Management Group, LLC History No change 15,529 812 0.25% 0.25% 496 0 0.0% Q2 2026 Jul 14, 2026
LaSalle St. Investment Advisors, LLC History No change 15,435 807 0.1% 0.1% 497 0 0.0% Q2 2026 Aug 11, 2026
Sandy Cove Advisors, LLC History No change 15,244 797 0.2% 0.2% 498 0 0.0% Q2 2026 Jul 07, 2026
REICON WEALTH ADVISORS, LLC History No change 15,090 789 0.49% 0.49% 499 0 0.0% Q2 2026 Jul 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 14,927 781 0.04% 0.04% 500 0 0.0% Q2 2026 Jul 23, 2026
Canandaigua National Trust Co of Florida History New 16,027 778 0.43% — 501 +16,027 New Q3 2026 Oct 07, 2026
Chatterton & Associates Inc. History No change 14,841 773 0.45% 0.45% 502 0 0.0% Q2 2026 Jul 14, 2026
MSH Capital Advisors LLC History No change 14,631 765 0.13% 0.13% 503 0 0.0% Q2 2026 Aug 10, 2026
B. Riley Wealth Advisors, Inc. History No change 14,581 764 0.04% 0.04% 504 0 0.0% Q2 2026 Jul 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 14,587 763 0.18% 0.18% 505 0 0.0% Q2 2026 Aug 14, 2026
Yukon Wealth Management, Inc. History No change 14,547 761 0.22% 0.22% 506 0 0.0% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History No change 14,352 751 0.11% 0.11% 507 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 14,333 750 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,308 748 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 10, 2026
Skyline Advisors, Inc. History No change 14,553 747 0.23% 0.23% 510 0 0.0% Q2 2026 Jul 20, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 14,237 745 0.24% 0.24% 511 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 14,167 741 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 10, 2026
Vision Retirement, LLC History No change 14,176 741 0.18% 0.18% 513 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 14,556 725 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 14, 2026
ARWA LLC History No change 13,795 719 0.3% 0.3% 515 0 0.0% Q2 2026 Jul 24, 2026
PDS Planning, Inc History No change 13,581 710 0.04% 0.04% 516 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 13,508 707 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 13,475 705 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 13,390 700 0.07% 0.07% 519 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Group, LLC / IL History No change 13,276 694 0.17% 0.17% 520 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 13,223 692 0.02% 0.02% 521 0 0.0% Q2 2026 Aug 14, 2026
LifePlan Investment Advisors, Inc. History No change 13,197 690 0.24% 0.24% 522 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 13,118 686 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 06, 2026
Investment Planning Advisors, Inc. History No change 13,080 684 0.16% 0.16% 524 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History No change 12,988 679 0.26% 0.26% 525 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History No change 12,830 671 0.04% 0.04% 526 0 0.0% Q2 2026 Jul 08, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 12,700 664 0.32% 0.32% 527 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 12,556 657 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 12,500 654 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 12,435 652 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 12, 2026
Financial Partners Group, Inc History No change 12,366 647 0.07% 0.07% 531 0 0.0% Q2 2026 Jul 23, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 12,592 644 0.98% 0.98% 532 0 0.0% Q2 2026 Jul 16, 2026
Layline Advisors, LLC History No change 12,184 637 0.57% 0.57% 533 0 0.0% Q2 2026 Aug 20, 2026
TPG Advisors LLC History No change 12,151 635 0.35% 0.35% 534 0 0.0% Q2 2026 Jul 29, 2026
Polaris Investment Advisors, LLC History No change 12,127 634 0.41% 0.41% 535 0 0.0% Q2 2026 Jul 09, 2026
Meadowbrook Advisors Group, LLC History No change 12,101 633 0.34% 0.34% 536 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 12,006 628 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 11, 2026
THEORY FINANCIAL LLC History No change 11,984 627 0.2% 0.2% 538 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 11,579 606 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 03, 2026
Callan Family Office, LLC History No change 11,477 600 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 11, 2026
Jefferson Bridge Capital, LLC History No change 11,474 600 0.52% 0.52% 541 0 0.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 11,317 592 0.13% 0.13% 542 0 0.0% Q2 2026 Sep 02, 2026
Carolina Wealth Management Inc History No change 11,293 591 0.27% 0.27% 543 0 0.0% Q2 2026 Aug 11, 2026
ASL Financial, LLC History No change 11,282 590 0.42% 0.42% 544 0 0.0% Q2 2026 Jul 21, 2026
CFO4Life Group, LLC History No change 11,185 585 0.08% 0.08% 545 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Managment, LLC/ID History No change 11,161 584 0.24% 0.24% 546 0 0.0% Q2 2026 Aug 13, 2026
Latitude Advisors, LLC History No change 11,045 578 0.23% 0.23% 547 0 0.0% Q2 2026 Jul 27, 2026
LexAurum Advisors, LLC History No change 11,043 577 0.07% 0.07% 548 0 0.0% Q2 2026 Jul 15, 2026
RW Investment Management LLC History No change 10,869 568 0.05% 0.05% 549 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 10,745 562 0.16% 0.16% 550 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 10,703 560 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 10,604 555 0.02% 0.02% 552 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 10,581 553 0.03% 0.03% 553 0 0.0% Q2 2026 Jul 23, 2026
Roehl & Yi Investment Advisors, LLC History No change 17,407 551 0.18% 0.18% 554 0 0.0% Q2 2026 Aug 13, 2026
Juno Financial Group LLC History No change 10,518 550 0.2% 0.2% 555 0 0.0% Q2 2026 Aug 04, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 10,368 542 0.13% 0.13% 556 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisors, LLC History No change 10,252 536 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 06, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,125 529 0.03% 0.03% 558 0 0.0% Q2 2026 Jul 23, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 10,102 528 0.15% 0.15% 559 0 0.0% Q2 2026 Jul 24, 2026
PKS Advisory Services, LLC History No change 9,970 522 0.08% 0.08% 560 0 0.0% Q2 2026 Aug 04, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 9,985 522 0.08% 0.08% 561 0 0.0% Q2 2026 Aug 10, 2026
Maia Wealth LLC History No change 9,967 521 0.08% 0.08% 562 0 0.0% Q2 2026 Jul 28, 2026
Heritage Family Offices, LLP History No change 9,958 521 0.2% 0.2% 563 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 9,958 521 0.2% 0.2% 564 0 0.0% Q2 2026 Jul 06, 2026
Sowell Financial Services LLC History No change 9,939 520 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 17, 2026
Aptus Capital Advisors, LLC History No change 9,967 519 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 12, 2026
Safeguard Investment Advisory Group, LLC History No change 9,878 517 0.12% 0.12% 567 0 0.0% Q2 2026 Aug 13, 2026
Avory & Company, LLC History No change 9,875 516 0.64% 0.64% 568 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 9,857 515 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 27, 2026
Secure Asset Management, LLC History No change 9,850 515 0.07% 0.07% 570 0 0.0% Q2 2026 Jul 15, 2026
XY Planning Network, Inc. History No change 9,758 510 0.06% 0.06% 571 0 0.0% Q2 2026 Jul 14, 2026
Asempa Wealth Advisors History Reduced 9,918 501 0.38% 0.41% 572 -620 -5.88% Q3 2026 Oct 07, 2026
Richard P Slaughter Associates Inc History No change 9,431 493 0.1% 0.1% 573 0 0.0% Q2 2026 Jul 13, 2026
Fortis Advisors, LLC History No change 9,401 492 0.23% 0.23% 574 0 0.0% Q2 2026 Aug 13, 2026
Hexagon Capital Partners LLC History No change 9,403 492 0.07% 0.07% 575 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 9,394 491 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 06, 2026
Hoxton Planning & Management, LLC History No change 9,302 486 0.13% 0.13% 577 0 0.0% Q2 2026 Jul 16, 2026
Roxbury Financial LLC History Reduced 9,526 483 0.37% 0.4% 578 -156 -1.61% Q3 2026 Oct 01, 2026
Sun Group Wealth Partners History No change 9,200 481 0.33% 0.33% 579 0 0.0% Q2 2026 Jul 23, 2026
STEVENS CAPITAL PARTNERS History No change 9,149 478 0.09% 0.09% 580 0 0.0% Q2 2026 Aug 07, 2026
Patriot Financial Group Insurance Agency, LLC History No change 9,050 473 0.05% 0.05% 581 0 0.0% Q2 2026 Jul 16, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 8,970 469 0.07% 0.07% 582 0 0.0% Q2 2026 Jul 24, 2026
Relyea Zuckerberg Hanson LLC History No change 8,962 469 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 16, 2026
ASHTON THOMAS SECURITIES, LLC History No change 8,901 465 0.07% 0.07% 584 0 0.0% Q2 2026 Jul 27, 2026
KELLEHER FINANCIAL ADVISORS History No change 8,882 464 0.07% 0.07% 585 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 8,816 461 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 23, 2026
Brookwood Investment Group LLC History No change 8,815 461 0.05% 0.05% 587 0 0.0% Q2 2026 Jul 23, 2026
Payne Capital LLC History No change 8,783 459 0.38% 0.38% 588 0 0.0% Q2 2026 Aug 11, 2026
MONEYWISE, INC. History No change 8,661 453 0.17% 0.17% 589 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History No change 8,600 450 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 8,692 450 0.06% 0.06% 591 0 0.0% Q2 2026 Aug 11, 2026
SONATA CAPITAL GROUP INC History No change 8,535 446 0.14% 0.14% 592 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 8,522 445 0.05% 0.05% 593 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 8,465 443 0.07% 0.07% 594 0 0.0% Q2 2026 Jul 07, 2026
Tempo Wealth, LLC History No change 8,458 442 0.07% 0.07% 595 0 0.0% Q2 2026 Jul 27, 2026
WEALTHGARDEN F.S. LLC History No change 8,396 439 0.25% 0.25% 596 0 0.0% Q2 2026 Jul 31, 2026
LongView Wealth Management History No change 8,385 438 0.11% 0.11% 597 0 0.0% Q2 2026 Jul 17, 2026
STEPHENS INC /AR/ History No change 8,265 432 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 29, 2026
William Mack & Associates, Inc. History No change 8,255 432 0.15% 0.15% 599 0 0.0% Q2 2026 Jul 10, 2026
Commonwealth Financial Services, LLC History No change 8,190 428 0.06% 0.06% 600 0 0.0% Q2 2026 Jul 15, 2026
UPTICK PARTNERS, LLC History No change 8,136 425 0.07% 0.07% 601 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 8,090 423 0.04% 0.04% 602 0 0.0% Q2 2026 Jul 22, 2026
Beacon Capital Management, LLC History No change 8,064 422 0.06% 0.06% 603 0 0.0% Q2 2026 Jul 29, 2026
Avid Wealth Partners LLC History No change 8,063 422 0.2% 0.2% 604 0 0.0% Q2 2026 Aug 03, 2026
Oregon Pacific Wealth Management, LLC History No change 8,068 422 0.4% 0.4% 605 0 0.0% Q2 2026 Jul 22, 2026
Procyon Advisors, LLC History No change 8,031 420 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 09, 2026
NOVEM GROUP History No change 8,026 420 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Alliance LLC History No change 7,952 416 0.03% 0.03% 608 0 0.0% Q2 2026 Jul 20, 2026
BCU Wealth Advisors, LLC History No change 7,944 415 0.14% 0.14% 609 0 0.0% Q2 2026 Jul 14, 2026
WEDBUSH SECURITIES INC History No change 7,806 409 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 28, 2026
Inspire Advisors, LLC History No change 7,784 407 0.03% 0.03% 611 0 0.0% Q2 2026 Aug 13, 2026
Pullen Investment Management, LLC History No change 7,778 407 0.19% 0.19% 612 0 0.0% Q2 2026 Jul 28, 2026
Oak Grove Capital LLC History No change 7,700 403 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 13, 2026
Redwood Investment Management, LLC History No change 7,450 390 0.04% 0.04% 614 0 0.0% Q2 2026 Aug 14, 2026
Vigil Wealth Management, LLC History No change 7,399 387 0.28% 0.28% 615 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 7,354 384 0.04% 0.04% 616 0 0.0% Q2 2026 Jul 29, 2026
Morton Capital Management LLC/CA History No change 7,241 378 0.05% 0.05% 617 0 0.0% Q2 2026 Jul 23, 2026
Parkway Wealth Management Group, LLC History No change 7,225 378 0.04% 0.04% 618 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 7,218 377 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 10, 2026
NWAM LLC History No change 7,206 377 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 23, 2026
Essex Financial Services, Inc. History No change 7,188 376 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 7,201 376 0.04% 0.04% 622 0 0.0% Q2 2026 Jul 20, 2026
Strategic Financial Concepts, LLC History No change 7,134 373 0.11% 0.11% 623 0 0.0% Q2 2026 Jul 27, 2026
Davis Wealth Advisors, LLC History No change 7,111 372 0.29% 0.29% 624 0 0.0% Q2 2026 Aug 14, 2026
Adalta Capital Management LLC History No change 7,000 366 0.16% 0.16% 625 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 6,966 364 0.1% 0.1% 626 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 6,825 357 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 6,770 354 0.07% 0.07% 628 0 0.0% Q2 2026 Jul 17, 2026
Advisory Solutions Group, LLC History No change 6,704 350 0.12% 0.12% 629 0 0.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 6,606 345 0.08% 0.08% 630 0 0.0% Q2 2026 Aug 13, 2026
Kraft, Davis & Associates, LLC History No change 6,608 344 0.07% 0.07% 631 0 0.0% Q2 2026 Jul 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 6,468 338 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 24, 2026
Syntegra Private Wealth Group, LLC History No change 6,338 331 0.03% 0.03% 633 0 0.0% Q2 2026 Jul 15, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 6,312 330 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 13, 2026
ETF Store, Inc. History No change 6,202 324 0.27% 0.27% 635 0 0.0% Q2 2026 Jul 29, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 6,124 320 0.19% 0.19% 636 0 0.0% Q2 2026 Jul 29, 2026
Portfolio Resources Advisor Group, Inc. History No change 6,067 317 0.27% 0.27% 637 0 0.0% Q2 2026 Jul 29, 2026
GatePass Capital, LLC History No change 6,049 316 0.12% 0.12% 638 0 0.0% Q2 2026 Jul 30, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,990 313 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,977 312 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 14, 2026
Sellwood Investment Partners LLC History No change 5,971 312 0.11% 0.11% 641 0 0.0% Q2 2026 Jul 27, 2026
E&G Advisors, LLC History No change 5,900 308 0.06% 0.06% 642 0 0.0% Q2 2026 Jul 23, 2026
Commerce Advisors, LLC History No change 5,795 303 0.16% 0.16% 643 0 0.0% Q2 2026 Aug 04, 2026
Lantern Wealth Advisors, LLC History No change 5,800 303 0.14% 0.14% 644 0 0.0% Q2 2026 Jul 28, 2026
Daybright Advisory Services, Inc. History No change 5,772 300 0.07% 0.07% 645 0 0.0% Q2 2026 Aug 04, 2026
Empirical Asset Management, LLC History No change 5,555 290 0.07% 0.07% 646 0 0.0% Q2 2026 Aug 10, 2026
MMA ASSET MANAGEMENT LLC History No change 5,458 285 0.09% 0.09% 647 0 0.0% Q2 2026 Aug 04, 2026
Elevated Capital Advisors, LLC History No change 5,399 282 0.08% 0.08% 648 0 0.0% Q2 2026 Aug 03, 2026
GC Wealth Management RIA, LLC History No change 5,403 282 0.02% 0.02% 649 0 0.0% Q2 2026 Jul 16, 2026
Thompson David Blair History No change 5,388 282 0.14% 0.14% 650 0 0.0% Q2 2026 Aug 14, 2026
REGATTA CAPITAL GROUP, LLC History No change 5,353 280 0.04% 0.04% 651 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 5,315 278 0.08% 0.08% 652 0 0.0% Q2 2026 Jul 15, 2026
Maridea Wealth Management LLC History No change 5,300 277 0.03% 0.03% 653 0 0.0% Q2 2026 Aug 06, 2026
TRITONPOINT WEALTH, LLC History No change 5,289 276 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 11, 2026
LAM GROUP, INC. History No change 5,240 274 0.14% 0.14% 655 0 0.0% Q2 2026 Jul 10, 2026
Gilliland Jeter Wealth Management LLC History No change 5,230 273 0.07% 0.07% 656 0 0.0% Q2 2026 Jul 29, 2026
Ascension Capital Advisors, Inc. History No change 5,202 272 0.08% 0.08% 657 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 5,170 270 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 5,161 270 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 10, 2026
Winthrop Advisory Group LLC History No change 5,176 270 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 17, 2026
Mosley Wealth Management History No change 5,144 269 0.09% 0.09% 661 0 0.0% Q2 2026 Jul 23, 2026
Resurgent Financial Advisors LLC History No change 5,127 268 0.07% 0.07% 662 0 0.0% Q2 2026 Aug 14, 2026
FLP Wealth Management, LLC History No change 5,095 266 0.47% 0.47% 663 0 0.0% Q2 2026 Jul 28, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 5,100 266 0.12% 0.12% 664 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 5,057 264 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 04, 2026
Madson Wealth Advisors Inc History No change 5,030 263 0.18% 0.18% 666 0 0.0% Q2 2026 Jul 21, 2026
GTS SECURITIES LLC History No change 5,255 262 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 5,022 262 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 04, 2026
OMNI 360 Wealth, Inc. History No change 5,021 262 0.12% 0.12% 669 0 0.0% Q2 2026 Jul 13, 2026
Visionary Wealth Advisors History No change 4,981 260 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 4,946 258 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 29, 2026
Cherry Creek Investment Advisors, Inc. History No change 4,919 257 0.1% 0.1% 672 0 0.0% Q2 2026 Jul 30, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 4,905 256 0.1% 0.1% 673 0 0.0% Q2 2026 Aug 03, 2026
Perennial Investment Advisors, LLC History No change 4,878 255 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 14, 2026
Magnolia Private Wealth, LLC History No change 4,863 254 0.14% 0.14% 675 0 0.0% Q2 2026 Aug 05, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 4,846 253 0.04% 0.04% 676 0 0.0% Q2 2026 Aug 10, 2026
SUTTON PLACE INVESTORS LLC History No change 4,805 251 0.12% 0.12% 677 0 0.0% Q2 2026 Aug 06, 2026
BURKE & HERBERT BANK & TRUST CO History No change 4,775 249 0.06% 0.06% 678 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 4,722 247 0.19% 0.19% 679 0 0.0% Q2 2026 Aug 11, 2026
TCFG Investment Advisors, LLC History No change 4,723 247 0.08% 0.08% 680 0 0.0% Q2 2026 Jul 17, 2026
Elevation Wealth Management LLC History No change 4,699 245 0.18% 0.18% 681 0 0.0% Q2 2026 Jul 29, 2026
Harborfront Financial Group LLC History No change 4,510 236 0.89% 0.89% 682 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,511 235 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 4,495 235 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 06, 2026
Commonwealth Retirement Investments LLC History No change 4,500 235 0.06% 0.06% 685 0 0.0% Q2 2026 Aug 03, 2026
First Financial Group Corp History No change 4,428 231 0.17% 0.17% 686 0 0.0% Q2 2026 Jul 15, 2026
LANE BROTHERS & CO INC History No change 4,379 229 0.15% 0.15% 687 0 0.0% Q2 2026 Aug 05, 2026
Lifeworks Advisors, LLC History No change 4,367 228 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Reduced 4,466 226 0.02% 0.02% 690 -262 -5.54% Q3 2026 Oct 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,329 226 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 07, 2026
RiverTree Advisors, LLC History No change 4,334 226 0.13% 0.13% 691 0 0.0% Q2 2026 Jul 22, 2026
Chris Bulman Inc History No change 4,269 223 0.08% 0.08% 692 0 0.0% Q2 2026 Jul 22, 2026
KELLY FINANCIAL GROUP LLC History No change 4,250 222 0.05% 0.05% 693 0 0.0% Q2 2026 Jul 14, 2026
ODonnell Financial Services, LLC History No change 4,182 218 0.06% 0.06% 694 0 0.0% Q2 2026 Aug 12, 2026
HOLDERNESS INVESTMENTS CO History No change 4,149 217 0.04% 0.04% 695 0 0.0% Q2 2026 Aug 12, 2026
Wealth Group Ltd History Added to 4,255 215 0.04% 0.04% 698 +15 0.35% Q3 2026 Oct 07, 2026
Atlantic Union Bankshares Corp History No change 4,121 215 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 4,108 215 0.03% 0.03% 697 0 0.0% Q2 2026 Jul 10, 2026
Orographic Financial Advisors, LLC History No change 4,065 211 0.14% 0.14% 699 0 0.0% Q2 2026 Aug 13, 2026
Fiscal Wisdom Wealth Management, LLC History No change 4,013 210 0.18% 0.18% 700 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Advisor Solutions LLC History No change 3,986 208 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 07, 2026
Aprio Wealth Management, LLC History No change 3,959 207 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 24, 2026
Legacy Capital Group California, Inc. History No change 3,955 207 0.06% 0.06% 703 0 0.0% Q2 2026 Jul 29, 2026
Pathway Financial Advisors LLC History Reduced 4,037 205 0.02% 0.03% 704 -1,312 -24.53% Q3 2026 Oct 07, 2026
Journey Advisory Group, LLC History No change 3,900 204 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 04, 2026
WealthPoint Financial, LLC History No change 3,841 201 0.15% 0.15% 706 0 0.0% Q2 2026 Aug 06, 2026
StoneX Group Inc. History No change 3,834 200 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 3,605 188 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 3,412 177 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 27, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,240 169 0.05% 0.05% 710 0 0.0% Q2 2026 Aug 07, 2026
IMA Advisory Services, Inc. History No change 3,082 161 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History No change 2,951 154 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,704 141 0.08% 0.08% 713 0 0.0% Q2 2026 Jul 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,540 132 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 07, 2026
PROTECTIVE LIFE CORP History No change 2,435 127 0.91% 0.91% 715 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History No change 2,282 115 0.06% 0.07% 716 0 0.0% Q3 2026 Oct 07, 2026
Archer Investment Corp History No change 2,123 111 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 2,105 110 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 11, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 2,093 109 0.08% 0.08% 719 0 0.0% Q2 2026 Aug 12, 2026
Imprint Wealth LLC History No change 2,072 108 0.44% 0.44% 720 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 2,061 107 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 2,000 105 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,949 101 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,935 98 0.0% 0.0% 724 0 0.0% Q3 2026 Oct 05, 2026
TRUST CO OF VERMONT History No change 1,875 98 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 1,800 94 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 20, 2026
Clean Yield Group History No change 1,778 93 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 05, 2026
Wells Financial Advisors INC History No change 1,749 91 0.84% 0.84% 728 0 0.0% Q2 2026 Jul 23, 2026
BARRETT & COMPANY, INC. History No change 1,724 90 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 24, 2026
Kingdom Financial Group LLC. History No change 1,510 79 0.02% 0.02% 730 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 1,433 75 0.04% 0.04% 731 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 1,402 73 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 13, 2026
Canton Hathaway, LLC History No change 1,300 68 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisor Network LLC History No change 1,245 65 0.08% 0.08% 734 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 1,140 59 0.02% 0.02% 735 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Strategies CORP History No change 1,129 59 0.03% 0.03% 736 0 0.0% Q2 2026 Jul 08, 2026
CITY HOLDING CO History No change 1,125 58 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 10, 2026
Signature Equity Partners, LLC History No change 1,123 58 0.03% 0.03% 738 0 0.0% Q2 2026 Jul 30, 2026
Lloyd Advisory Services, LLC. History No change 1,097 57 0.02% 0.02% 739 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 1,017 53 0.0% 0.0% 740 0 0.0% Q2 2026 Sep 15, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,010 52 0.02% 0.02% 741 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 707 37 0.02% 0.02% 742 0 0.0% Q2 2026 Jul 14, 2026
Realta Investment Advisors History No change 700 36 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 20, 2026
Atomic Invest LLC History No change 692 36 0.0% 0.0% 744 0 0.0% Q2 2026 Sep 25, 2026
XP Advisory US, Inc. History No change 690 36 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 30, 2026
Manchester Capital Management LLC History No change 684 35 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 644 33 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 629 32 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 606 31 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 588 30 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 17, 2026
Fourth Dimension Wealth, LLC History No change 577 30 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 31, 2026
Planning Strategies Inc. History Reduced 576 29 0.02% 0.02% 753 -59 -9.29% Q3 2026 Oct 02, 2026
Abound Wealth Management History No change 566 29 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 10, 2026
Keating Financial Advisory Services, Inc. History No change 501 26 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 459 24 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 400 20 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 13, 2026
Bulwark Capital Corp History No change 405 20 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 06, 2026
Quest 10 Wealth Builders, Inc. History No change 355 18 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 324 16 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 22, 2026
Measured Wealth Private Client Group, LLC History No change 334 16 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 321 16 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 13, 2026
Advocate Investing Services LLC History No change 313 16 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 28, 2026
Nemes Rush Group LLC History No change 287 15 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 283 14 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 267 13 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 223 11 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 203 10 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 04, 2026
High Note Wealth, LLC History No change 193 10 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 23, 2026
Montgomery Financial Services LLC History No change 206 10 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 12, 2026
REAP Financial Group, LLC History No change 163 8 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 148 7 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 150 7 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 29, 2026
WEBSTER BANK, N. A. History No change 151 7 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 20, 2026
Collier Financial History No change 138 7 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 30, 2026
Richard W. Paul & Associates, LLC History No change 136 7 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 10, 2026
VIMA LLC History No change 146 7 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 141 7 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 123 6 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 113 5 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 24, 2026
Barnes Dennig Private Wealth Management LLC History No change 103 5 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 15, 2026
Strategic Wealth Partners, Ltd. History No change 94 4 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 12, 2026
Investors Research Corp History No change 93 4 0.0% 0.0% 782 0 0.0% Q3 2026 Oct 07, 2026
DHJJ Financial Advisors, Ltd. History No change 90 4 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 24, 2026
Meramec Financial Planners, LLC History No change 91 4 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 28, 2026
NBH Bank History No change 94 4 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 70 3 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History No change 45 2 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History No change 44 2 0.0% 0.0% 788 0 0.0% Q3 2026 Oct 05, 2026
Birchwood Financial Partners, Inc. History No change 31 1 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 06, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History Closed out 0 0 — 2.46% — -80,131 -100.0% Q3 2026 Oct 07, 2026
Bangor Savings Bank History Closed out 0 0 — 0.0% — -307 -100.0% Q3 2026 Oct 06, 2026
Russell Investments Group, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026