Capital Group Dividend Value ETF - CGDV

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
LPL Financial LLC History No change 81,072,273 3,995,241 0.9% 0.9% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 28,063,384 1,382,963 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 27,792,280 1,369,603 0.37% 0.37% 3 0 0.0% Q2 2026 Aug 14, 2026
Capital International Investors History No change 22,961,587 1,131,547 0.23% 0.23% 4 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 22,227,674 1,095,379 0.26% 0.26% 5 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 21,822,980 1,075,436 0.17% 0.17% 6 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 21,588,874 1,063,899 0.57% 0.57% 7 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 18,419,265 907,701 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 18,275,976 900,640 0.82% 0.82% 9 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 16,425,629 796,484 0.32% 0.32% 10 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 13,667,917 673,554 0.85% 0.85% 11 0 0.0% Q2 2026 Jul 29, 2026
Capital Group Private Client Services, Inc. History No change 12,659,156 623,843 8.79% 8.79% 12 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 11,545,200 568,994 0.67% 0.67% 13 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 10,657,305 525,191 16.98% 16.98% 14 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 9,857,339 485,769 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 8,026,645 395,554 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 7,842,610 386,484 0.89% 0.89% 17 0 0.0% Q2 2026 Jul 27, 2026
Confluence Wealth Services, Inc. History No change 6,959,626 342,970 9.81% 9.81% 18 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 6,955,068 342,745 1.11% 1.11% 19 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 6,521,495 321,383 0.27% 0.27% 20 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 5,858,151 288,689 1.32% 1.32% 21 0 0.0% Q2 2026 Jul 27, 2026
Forge Financial Services LLC History No change 5,686,869 280,248 24.14% 24.14% 22 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 5,078,583 250,272 0.51% 0.51% 23 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 4,427,417 217,389 0.26% 0.26% 24 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 3,732,526 183,938 1.02% 1.02% 25 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 3,393,461 167,230 0.32% 0.32% 26 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 2,876,171 141,866 0.58% 0.58% 27 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 2,530,961 124,725 2.42% 2.42% 28 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 2,429,786 119,739 4.1% 4.1% 29 0 0.0% Q2 2026 Jul 24, 2026
HighTower Advisors, LLC History No change 2,251,668 110,962 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 05, 2026
Johnson Bixby & Associates, LLC History No change 2,140,742 105,495 11.78% 11.78% 31 0 0.0% Q2 2026 Jul 16, 2026
Baird Financial Group, Inc. History No change 2,110,374 103,999 0.14% 0.14% 32 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 2,001,835 98,650 0.09% 0.09% 33 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,942,547 95,728 0.11% 0.11% 34 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 1,895,821 93,426 0.56% 0.56% 35 0 0.0% Q2 2026 Aug 17, 2026
Merit Financial Group, LLC History No change 1,765,060 86,982 0.53% 0.53% 36 0 0.0% Q2 2026 Jul 20, 2026
Valmark Advisers, Inc. History No change 1,727,974 85,154 0.9% 0.9% 37 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 1,607,954 79,239 0.52% 0.52% 38 0 0.0% Q2 2026 Sep 08, 2026
WNY Asset Management, LLC History No change 1,592,072 78,457 7.01% 7.01% 39 0 0.0% Q2 2026 Aug 17, 2026
IAM Advisory, LLC History No change 1,463,839 72,138 14.06% 14.06% 40 0 0.0% Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History No change 1,429,177 70,429 0.48% 0.48% 41 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,384,672 68,541 0.11% 0.11% 42 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 1,359,717 67,006 0.12% 0.12% 43 0 0.0% Q2 2026 Jul 30, 2026
BENJAMIN EDWARDS INC History No change 1,344,683 66,265 0.6% 0.6% 44 0 0.0% Q2 2026 Jul 24, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 1,281,501 63,200 3.55% 3.55% 45 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 1,266,080 62,392 0.19% 0.19% 46 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 1,259,466 62,066 1.18% 1.18% 47 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 1,237,244 60,971 0.89% 0.89% 48 0 0.0% Q2 2026 Jul 15, 2026
CULLEN/FROST BANKERS, INC. History No change 1,222,092 60,224 0.59% 0.59% 49 0 0.0% Q2 2026 Jul 27, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 1,141,359 56,246 4.16% 4.16% 50 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 1,125,921 55,485 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 06, 2026
Western Wealth Management, LLC History No change 1,117,504 55,070 1.8% 1.8% 52 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,100,905 54,252 6.01% 6.01% 53 0 0.0% Q2 2026 Jul 09, 2026
SK Wealth Management, LLC History No change 1,058,693 54,215 12.21% 12.21% 54 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 1,092,250 53,826 1.09% 1.09% 55 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 1,085,868 53,511 0.72% 0.72% 56 0 0.0% Q2 2026 Aug 12, 2026
Erickson Financial Group, LLC History No change 1,057,731 52,124 27.93% 27.93% 57 0 0.0% Q2 2026 Jul 27, 2026
Procyon Advisors, LLC History No change 1,038,035 51,154 2.21% 2.21% 58 0 0.0% Q2 2026 Jul 09, 2026
Souders Financial Advisors History No change 1,034,001 50,955 5.13% 5.13% 59 0 0.0% Q2 2026 Aug 05, 2026
Summit Investment Advisory Services, LLC History No change 1,020,802 50,305 12.62% 12.62% 60 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 971,237 47,862 0.41% 0.41% 61 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 960,004 47,308 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 932,608 45,958 3.72% 3.72% 63 0 0.0% Q2 2026 Aug 06, 2026
AA Financial Advisors, LLC History No change 924,313 45,550 5.48% 5.48% 64 0 0.0% Q2 2026 Jul 17, 2026
PARK NATIONAL CORP /OH/ History Added to 926,998 45,283 1.23% 1.28% 65 +145 0.02% Q3 2026 Oct 05, 2026
Rockefeller Capital Management L.P. History No change 918,359 45,256 0.07% 0.07% 66 0 0.0% Q2 2026 Aug 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 907,151 44,704 1.19% 1.19% 67 0 0.0% Q2 2026 Aug 07, 2026
Mason Investment Advisory Services, Inc. History No change 844,702 41,626 1.58% 1.58% 68 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 830,959 40,949 0.45% 0.45% 69 0 0.0% Q2 2026 Jul 28, 2026
J. Derek Lewis & Associates Inc. History No change 805,749 39,707 7.5% 7.5% 70 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 803,848 39,613 0.1% 0.1% 71 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 796,702 39,245 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 780,160 38,446 0.59% 0.59% 73 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 755,572 37,234 0.17% 0.17% 74 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 720,910 35,526 0.57% 0.57% 75 0 0.0% Q2 2026 Jul 28, 2026
Midwest Heritage Bank, FSB History No change 720,352 35,498 10.06% 10.06% 76 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 696,219 34,317 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 689,334 33,970 2.06% 2.06% 78 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 689,287 33,968 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 686,551 33,833 0.63% 0.63% 80 0 0.0% Q2 2026 Jul 15, 2026
Wealth Science Advisors LLC History No change 684,713 33,742 15.0% 15.0% 81 0 0.0% Q2 2026 Jul 08, 2026
PCG Wealth Advisors, LLC History No change 681,934 33,605 7.5% 7.5% 82 0 0.0% Q2 2026 Aug 03, 2026
Onyx Bridge Wealth Group LLC History No change 668,224 32,944 2.96% 2.96% 83 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 666,097 32,825 0.59% 0.59% 84 0 0.0% Q2 2026 Jul 20, 2026
MGO ONE SEVEN LLC History No change 651,235 32,092 0.53% 0.53% 85 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 645,175 31,794 0.24% 0.24% 86 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 643,031 31,688 0.5% 0.5% 87 0 0.0% Q2 2026 Aug 10, 2026
Ergawealth Advisors, Inc. History No change 640,634 31,570 12.26% 12.26% 88 0 0.0% Q2 2026 Aug 07, 2026
BIP Wealth, LLC History No change 631,535 31,122 0.88% 0.88% 89 0 0.0% Q2 2026 Aug 03, 2026
Madison Wealth Partners, Inc History No change 630,760 31,083 3.96% 3.96% 90 0 0.0% Q2 2026 Aug 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 633,572 30,981 1.49% 1.49% 91 0 0.0% Q2 2026 Aug 11, 2026
Royal Harbor Partners, LLC History No change 621,622 30,633 9.49% 9.49% 92 0 0.0% Q2 2026 Jul 27, 2026
Vestmark Advisory Solutions, Inc. History No change 613,770 30,246 0.28% 0.28% 93 0 0.0% Q2 2026 Aug 14, 2026
DMKC Advisory Services, LLC History No change 610,433 30,082 5.68% 5.68% 94 0 0.0% Q2 2026 Jul 07, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 604,853 29,807 8.75% 8.75% 95 0 0.0% Q2 2026 Aug 10, 2026
KWB Wealth History No change 579,994 28,582 2.45% 2.45% 96 0 0.0% Q2 2026 Jul 10, 2026
New England Private Wealth Advisors LLC History No change 584,061 28,531 2.76% 2.76% 97 0 0.0% Q2 2026 Aug 04, 2026
Core Wealth Advisors, Inc. History No change 573,014 28,238 5.68% 5.68% 98 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 571,086 28,143 0.61% 0.61% 99 0 0.0% Q2 2026 Jul 17, 2026
Teamwork Financial Advisors, LLC History No change 569,657 28,072 2.55% 2.55% 100 0 0.0% Q2 2026 Jul 08, 2026
Capital Advantage, Inc. History No change 539,351 26,579 3.24% 3.24% 101 0 0.0% Q2 2026 Jul 13, 2026
Per Stirling Capital Management, LLC. History No change 535,659 26,397 2.51% 2.51% 102 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 531,686 26,201 0.12% 0.12% 103 0 0.0% Q2 2026 Aug 18, 2026
Advyzon Investment Management, LLC History No change 530,279 26,132 1.9% 1.9% 104 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 520,295 25,640 1.22% 1.22% 105 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 519,958 25,623 0.52% 0.52% 106 0 0.0% Q2 2026 Aug 06, 2026
Main Line Retirement Advisors, LLC History No change 506,920 24,981 11.45% 11.45% 107 0 0.0% Q2 2026 Jul 30, 2026
MISSION WEALTH MANAGEMENT, LP History No change 506,871 24,978 0.31% 0.31% 108 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 503,868 24,830 0.47% 0.47% 109 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 502,557 24,765 0.3% 0.3% 110 0 0.0% Q2 2026 Aug 18, 2026
Wood Tarver Financial Group, LLC History No change 501,056 24,692 5.83% 5.83% 111 0 0.0% Q2 2026 Aug 13, 2026
CJM Wealth Advisers, Ltd. History No change 498,563 24,569 6.45% 6.45% 112 0 0.0% Q2 2026 Jul 17, 2026
Meridian Wealth Advisors, LLC History No change 476,503 23,482 2.67% 2.67% 113 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 471,133 23,217 0.28% 0.28% 114 0 0.0% Q2 2026 Jul 22, 2026
Sunrise Financial Services, LLC History No change 470,685 23,195 13.78% 13.78% 115 0 0.0% Q2 2026 Aug 12, 2026
Challenger Wealth Management History No change 468,498 23,087 16.99% 16.99% 116 0 0.0% Q2 2026 Jul 29, 2026
Venture Visionary Partners LLC History Added to 472,521 23,082 0.6% 0.62% 117 +16,155 3.54% Q3 2026 Oct 07, 2026
ACT Advisors, LLC. History No change 467,994 23,062 7.67% 7.67% 118 0 0.0% Q2 2026 Jul 22, 2026
Sigma Planning Corp History No change 464,598 22,903 0.58% 0.58% 119 0 0.0% Q2 2026 Aug 07, 2026
SMITH, MOORE & CO. History No change 459,878 22,662 1.47% 1.47% 120 0 0.0% Q2 2026 Aug 12, 2026
Compton Financial Group, LLC History No change 455,917 22,467 4.33% 4.33% 121 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 455,153 22,429 0.27% 0.27% 122 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 458,445 22,395 0.16% 0.16% 123 +31,954 7.49% Q3 2026 Oct 08, 2026
Copper Harbor Investment Advisors, LLC History No change 449,239 22,138 4.69% 4.69% 124 0 0.0% Q2 2026 Jul 23, 2026
Clarity Retirement & Wealth, LLC History No change 448,307 22,092 15.24% 15.24% 125 0 0.0% Q2 2026 Jul 30, 2026
Beacon Financial Advisory LLC History No change 447,338 22,044 4.34% 4.34% 126 0 0.0% Q2 2026 Aug 05, 2026
HighPoint Advisor Group LLC History No change 446,047 21,981 0.77% 0.77% 127 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 445,308 21,944 0.11% 0.11% 128 0 0.0% Q2 2026 Jul 13, 2026
Entruity Wealth, LLC History No change 431,925 21,285 13.77% 13.77% 129 0 0.0% Q2 2026 Aug 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 435,524 21,275 12.78% 12.66% 130 +8,324 1.95% Q3 2026 Oct 07, 2026
Platt Wealth Management LLC History No change 427,896 21,086 16.95% 16.95% 131 0 0.0% Q2 2026 Jul 31, 2026
VVR Holdings LLC History No change 422,371 20,814 9.0% 9.0% 132 0 0.0% Q2 2026 Jul 15, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 410,468 20,227 9.09% 9.09% 133 0 0.0% Q2 2026 Aug 06, 2026
Carter Financial, LLC History No change 409,548 20,182 15.13% 15.13% 134 0 0.0% Q2 2026 Aug 13, 2026
WJ Wealth Management, LLC History No change 408,012 20,106 7.93% 7.93% 135 0 0.0% Q2 2026 Aug 03, 2026
Kera Capital Partners, Inc. History No change 396,796 19,554 1.88% 1.88% 136 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 392,799 19,357 0.7% 0.7% 137 0 0.0% Q2 2026 Jul 21, 2026
Kropog Financial Group, LLC History No change 388,730 19,156 13.5% 13.5% 138 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History No change 379,584 18,705 0.23% 0.23% 139 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 367,163 18,093 0.18% 0.18% 140 0 0.0% Q2 2026 Aug 11, 2026
Melone Private Wealth, LLC History No change 364,684 17,971 6.84% 6.84% 141 0 0.0% Q2 2026 Jul 09, 2026
CITIGROUP INC History No change 363,613 17,918 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 03, 2026
REGIMEN WEALTH, LLC History No change 361,848 17,827 4.8% 4.8% 143 0 0.0% Q2 2026 Aug 05, 2026
WEDBUSH SECURITIES INC History No change 355,630 17,525 0.45% 0.45% 144 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 351,383 17,316 0.11% 0.11% 145 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 350,371 17,266 0.5% 0.5% 146 0 0.0% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History No change 344,673 16,985 2.15% 2.15% 147 0 0.0% Q2 2026 Jul 24, 2026
Code Waechter LLC History No change 344,545 16,979 8.78% 8.78% 148 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 338,843 16,698 0.62% 0.62% 149 0 0.0% Q2 2026 Aug 06, 2026
Greenbush Financial Group, LLC History No change 337,883 16,650 4.9% 4.9% 150 0 0.0% Q2 2026 Jul 21, 2026
Arkadios Wealth Advisors History No change 336,389 16,577 0.25% 0.25% 151 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 334,602 16,489 0.08% 0.08% 152 0 0.0% Q2 2026 Aug 13, 2026
Ruggaard & Associates LLC History No change 333,808 16,450 5.9% 5.9% 153 0 0.0% Q2 2026 Aug 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 330,779 16,300 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 13, 2026
Michael Brady & Co., LLC History No change 326,539 16,091 14.2% 14.2% 155 0 0.0% Q2 2026 Aug 13, 2026
Convergence Financial, LLC History No change 325,844 16,057 1.28% 1.28% 156 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 325,357 16,033 0.82% 0.82% 157 0 0.0% Q2 2026 Jul 31, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 324,401 15,986 4.35% 4.35% 158 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 321,309 15,834 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 13, 2026
FSA WEALTH PARTNERS, INC. History No change 319,177 15,729 3.94% 3.94% 160 0 0.0% Q2 2026 Aug 03, 2026
Gutierrez Wealth Advisory, LLC History No change 315,024 15,524 8.97% 8.97% 161 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 314,086 15,478 0.27% 0.27% 162 0 0.0% Q2 2026 Jul 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 314,047 15,476 0.74% 0.74% 163 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 312,761 15,412 0.54% 0.54% 164 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 306,041 14,824 1.1% 1.1% 165 0 0.0% Q2 2026 Jul 29, 2026
STEPHENS INC /AR/ History No change 299,585 14,763 0.17% 0.17% 166 0 0.0% Q2 2026 Jul 29, 2026
Vigil Wealth Management, LLC History No change 296,620 14,617 10.43% 10.43% 167 0 0.0% Q2 2026 Aug 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 296,436 14,601 1.68% 1.68% 168 0 0.0% Q2 2026 Jul 23, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 294,784 14,526 4.55% 4.55% 169 0 0.0% Q2 2026 Jul 28, 2026
Armstrong, Fleming & Moore, Inc History No change 293,914 14,484 4.8% 4.8% 170 0 0.0% Q2 2026 Jul 28, 2026
Bouvel Investment Partners, LLC History No change 292,611 14,419 3.26% 3.26% 171 0 0.0% Q2 2026 Jul 17, 2026
Gaddis Premier Wealth Advisors LLC History No change 290,462 14,313 8.7% 8.7% 172 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 290,115 14,296 0.15% 0.15% 173 0 0.0% Q2 2026 Aug 03, 2026
Evergreen Wealth Partners LLC History No change 289,750 14,278 8.57% 8.57% 174 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 287,899 14,187 0.92% 0.92% 175 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 287,324 14,159 0.65% 0.65% 176 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 282,639 13,970 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 14, 2026
IMG Wealth Management, Inc. History No change 281,740 13,884 7.73% 7.73% 178 0 0.0% Q2 2026 Aug 07, 2026
Hartmann Taylor Wealth Management, LLC History No change 325,896 13,863 9.18% 9.18% 179 0 0.0% Q2 2026 Jul 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 279,121 13,755 0.53% 0.53% 180 0 0.0% Q2 2026 Jul 22, 2026
Essex Financial Services, Inc. History No change 277,936 13,696 0.68% 0.68% 181 0 0.0% Q2 2026 Aug 10, 2026
Keenan, LLC History No change 277,625 13,681 9.66% 9.66% 182 0 0.0% Q2 2026 Aug 07, 2026
McCarthy Asset Management, Inc. History No change 277,359 13,668 6.48% 6.48% 183 0 0.0% Q2 2026 Aug 10, 2026
Ridgeline Wealth Planning, LLC History No change 272,667 13,437 8.52% 8.52% 184 0 0.0% Q2 2026 Jul 24, 2026
Integrity Advisory Solutions, LLC History No change 269,786 13,295 1.37% 1.37% 185 0 0.0% Q2 2026 Jul 31, 2026
Visionary Wealth Advisors History No change 267,572 13,185 0.52% 0.52% 186 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 266,917 13,153 0.44% 0.44% 187 0 0.0% Q2 2026 Aug 06, 2026
Kaizen Financial Strategies History No change 266,220 13,068 4.25% 4.25% 188 0 0.0% Q2 2026 Jul 30, 2026
World Investment Advisors History No change 305,935 13,066 0.22% 0.22% 189 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 262,785 12,950 0.06% 0.06% 190 0 0.0% Q2 2026 Sep 23, 2026
Pinnacle Wealth Management, LLC History No change 261,236 12,873 7.97% 7.97% 191 0 0.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History No change 261,013 12,862 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 11, 2026
Magnus Financial Group LLC History No change 255,475 12,589 0.89% 0.89% 193 0 0.0% Q2 2026 Jul 09, 2026
Smith Thornton Advisors LLC History No change 254,612 12,491 5.5% 5.5% 194 0 0.0% Q2 2026 Jul 14, 2026
Tempus Wealth Planning, LLC History No change 253,313 12,483 2.44% 2.44% 195 0 0.0% Q2 2026 Jul 22, 2026
Swisher Financial Concepts, Inc. History No change 251,460 12,391 7.8% 7.8% 196 0 0.0% Q2 2026 Aug 06, 2026
Freedom Financial Partners LLC History No change 250,337 12,336 4.02% 4.02% 197 0 0.0% Q2 2026 Aug 06, 2026
WealthCare Investment Partners, LLC History No change 249,935 12,316 2.99% 2.99% 198 0 0.0% Q2 2026 Aug 10, 2026
Fermata Advisors, LLC History No change 249,783 12,309 2.49% 2.49% 199 0 0.0% Q2 2026 Jul 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 249,281 12,284 4.95% 4.95% 200 0 0.0% Q2 2026 Jul 24, 2026
BetterWealth, LLC History No change 248,383 12,240 2.17% 2.17% 201 0 0.0% Q2 2026 Jul 21, 2026
LongView Wealth Management History No change 243,588 12,004 3.08% 3.08% 202 0 0.0% Q2 2026 Jul 17, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 239,256 11,790 2.82% 2.82% 203 0 0.0% Q2 2026 Aug 10, 2026
CFS Investment Advisory Services, LLC History No change 240,488 11,771 0.78% 0.78% 204 0 0.0% Q2 2026 Jul 16, 2026
AMERIPRISE FINANCIAL INC History No change 238,583 11,765 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Armor Investment Advisors, LLC History No change 237,673 11,712 3.76% 3.76% 206 0 0.0% Q2 2026 Aug 04, 2026
FreeGulliver LLC History No change 236,927 11,675 4.12% 4.12% 207 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 233,552 11,509 0.96% 0.96% 208 0 0.0% Q2 2026 Aug 11, 2026
New England Capital Financial Advisors LLC History No change 231,462 11,406 2.73% 2.73% 209 0 0.0% Q2 2026 Jul 27, 2026
CLG LLC History No change 231,166 11,391 2.5% 2.5% 210 0 0.0% Q2 2026 Jul 16, 2026
Boyer Financial Services, Inc. History No change 224,193 10,974 9.27% 9.27% 211 0 0.0% Q2 2026 Jul 17, 2026
Dean, Jacobson Financial Services, LLC History No change 222,469 10,963 6.03% 6.03% 212 0 0.0% Q2 2026 Jul 29, 2026
Nicholson Meyer Capital Management, Inc. History No change 218,993 10,791 7.19% 7.19% 213 0 0.0% Q2 2026 Jul 21, 2026
Kovack Advisors, Inc. History No change 216,386 10,648 0.51% 0.51% 214 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 215,657 10,627 0.85% 0.85% 215 0 0.0% Q2 2026 Aug 11, 2026
Olistico Wealth, LLC History Added to 216,687 10,585 4.43% 4.52% 216 +2,130 0.99% Q3 2026 Oct 05, 2026
Cerity Partners LLC History No change 214,609 10,575 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 212,847 10,421 0.17% 0.17% 218 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 212,847 10,421 0.17% 0.17% 219 0 0.0% Q2 2026 Jul 29, 2026
PFG Advisors History No change 210,765 10,386 0.52% 0.52% 220 0 0.0% Q2 2026 Jul 16, 2026
SITTNER & NELSON, LLC History No change 205,742 10,138 3.19% 3.19% 221 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 204,899 10,097 0.13% 0.13% 222 0 0.0% Q2 2026 Aug 05, 2026
CGN Advisors LLC History No change 202,765 9,992 0.73% 0.73% 223 0 0.0% Q2 2026 Jul 06, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 203,223 9,927 6.5% 6.86% 224 -3,543 -1.71% Q3 2026 Oct 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 201,133 9,911 0.49% 0.49% 225 0 0.0% Q2 2026 Jul 20, 2026
Cassady Wealth & Retirement Planning, LLC History No change 197,506 9,733 4.53% 4.53% 226 0 0.0% Q2 2026 Jul 24, 2026
Ball & Co Wealth Management Inc. History No change 196,983 9,707 6.88% 6.88% 227 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 196,110 9,664 0.64% 0.64% 228 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 193,176 9,548 0.3% 0.3% 229 0 0.0% Q2 2026 Jul 09, 2026
WILLIAM JOHN SEMPOLINSKI History No change 191,760 9,449 3.82% 3.82% 230 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 190,608 9,393 0.09% 0.09% 231 0 0.0% Q2 2026 Aug 05, 2026
Quantum Financial Planning Services, Inc. History No change 189,274 9,327 2.89% 2.89% 232 0 0.0% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History No change 185,018 9,117 0.36% 0.36% 233 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 183,947 9,064 0.08% 0.08% 234 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 182,911 9,013 0.75% 0.75% 235 0 0.0% Q2 2026 Jul 29, 2026
NOVEM GROUP History No change 180,725 8,906 0.9% 0.9% 236 0 0.0% Q2 2026 Jul 21, 2026
Koshinski Asset Management, Inc. History No change 179,898 8,865 0.47% 0.47% 237 0 0.0% Q2 2026 Jul 27, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 179,905 8,865 4.07% 4.07% 238 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 178,321 8,813 0.1% 0.1% 239 0 0.0% Q2 2026 Aug 12, 2026
DAHRING | CUSMANO LLC History No change 178,611 8,801 4.64% 4.64% 240 0 0.0% Q2 2026 Jul 28, 2026
Blom & Howell Financial Planning, Inc. History No change 177,695 8,756 7.29% 7.29% 241 0 0.0% Q2 2026 Aug 04, 2026
VICUS CAPITAL History No change 176,654 8,705 0.56% 0.56% 242 0 0.0% Q2 2026 Aug 05, 2026
Riverview Capital Advisers, LLC History No change 176,590 8,702 2.5% 2.5% 243 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 25,620 8,452 0.7% 0.7% 244 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 171,406 8,446 0.18% 0.18% 245 0 0.0% Q2 2026 Jul 29, 2026
First Pacific Financial History No change 170,555 8,404 1.0% 1.0% 246 0 0.0% Q2 2026 Jul 20, 2026
KINTRA WEALTH, LLC History No change 162,624 8,365 0.44% 0.44% 247 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 169,600 8,357 0.13% 0.13% 248 0 0.0% Q2 2026 Jul 15, 2026
Investment Advisory Services Group LLC History No change 166,902 8,224 6.02% 6.02% 249 0 0.0% Q2 2026 Jul 29, 2026
First Heartland Consultants, Inc. History Reduced 168,033 8,208 0.55% 1.27% 250 -229,229 -57.7% Q3 2026 Oct 08, 2026
Capital Analysts, LLC History No change 164,262 8,095 0.19% 0.19% 251 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 163,026 8,033 0.03% 0.03% 252 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 162,572 8,011 0.48% 0.48% 253 0 0.0% Q2 2026 Aug 04, 2026
MTM FINANCIAL GROUP, LLC History No change 160,979 7,933 3.4% 3.4% 254 0 0.0% Q2 2026 Jul 27, 2026
BNB Wealth Management, LLC History No change 159,074 7,839 4.29% 4.29% 255 0 0.0% Q2 2026 Aug 12, 2026
Accel Wealth Management History No change 158,567 7,814 1.76% 1.76% 256 0 0.0% Q2 2026 Jul 10, 2026
Greenline Wealth Management LLC History No change 157,584 7,765 6.38% 6.38% 257 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 156,997 7,736 0.09% 0.09% 258 0 0.0% Q2 2026 Aug 12, 2026
Bill Few Associates, Inc. History No change 155,908 7,683 1.63% 1.63% 259 0 0.0% Q2 2026 Jul 07, 2026
Synergy Investment Management, LLC History No change 153,857 7,582 1.83% 1.83% 260 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 153,273 7,553 0.25% 0.25% 261 0 0.0% Q2 2026 Jul 24, 2026
Scott Capital Advisors, LLC History No change 150,979 7,440 1.17% 1.17% 262 0 0.0% Q2 2026 Jul 10, 2026
Northwest Financial Advisors History No change 150,459 7,414 0.99% 0.99% 263 0 0.0% Q2 2026 Jul 27, 2026
M.E. ALLISON & CO., INC. History No change 149,649 7,374 4.24% 4.24% 264 0 0.0% Q2 2026 Jul 07, 2026
PARK AVENUE SECURITIES LLC History No change 149,089 7,347 0.05% 0.05% 265 0 0.0% Q2 2026 Jul 20, 2026
Affiance Financial, LLC History No change 148,746 7,330 1.05% 1.05% 266 0 0.0% Q2 2026 Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 147,047 7,246 0.13% 0.13% 267 0 0.0% Q2 2026 Jul 14, 2026
Steffes Financial, Ltd. History No change 146,787 7,233 3.12% 3.12% 268 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 146,405 7,214 0.31% 0.31% 269 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 145,843 7,187 0.23% 0.23% 270 0 0.0% Q2 2026 Jul 27, 2026
Allied Private Wealth LLC History No change 147,354 7,177 4.6% 4.6% 271 0 0.0% Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 144,629 7,124 0.23% 0.23% 272 0 0.0% Q2 2026 Aug 12, 2026
Pallas Capital Advisors LLC History No change 144,298 7,111 0.22% 0.22% 273 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 143,161 7,054 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 14, 2026
Smallwood Wealth Investment Management, LLC History No change 141,238 6,960 3.04% 3.04% 275 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 138,270 6,813 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Future Financial Wealth Managment LLC History No change 139,543 6,797 4.24% 4.24% 277 0 0.0% Q2 2026 Jul 24, 2026
Bravera Wealth History No change 135,729 6,688 2.56% 2.56% 278 0 0.0% Q2 2026 Jul 23, 2026
Milestone Investment Advisors LLC History No change 135,701 6,687 1.45% 1.45% 279 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 135,211 6,663 0.43% 0.43% 280 0 0.0% Q2 2026 Jul 27, 2026
Aurdan Capital Management, LLC History No change 134,279 6,617 1.68% 1.68% 281 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Investment Partners, Inc. History No change 134,008 6,603 0.18% 0.18% 282 0 0.0% Q2 2026 Aug 13, 2026
Harpswell Capital Advisors, LLC History No change 133,928 6,599 4.23% 4.23% 283 0 0.0% Q2 2026 Aug 05, 2026
Mascagni Wealth Management, Inc. History No change 133,244 6,566 4.08% 4.08% 284 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History No change 131,550 6,482 1.01% 1.01% 285 0 0.0% Q2 2026 Aug 10, 2026
Balentine LLC History No change 131,411 6,475 0.23% 0.23% 286 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 130,781 6,464 0.07% 0.07% 287 0 0.0% Q2 2026 Aug 04, 2026
Lodestone Wealth Management LLC History No change 131,187 6,464 2.28% 2.28% 288 0 0.0% Q2 2026 Jul 23, 2026
Alliance Private Wealth, LLC History No change 129,654 6,389 2.22% 2.22% 289 0 0.0% Q2 2026 Jul 09, 2026
J HAGAN CAPITAL, INC. History No change 129,344 6,374 2.95% 2.95% 290 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 129,000 6,357 0.14% 0.14% 291 0 0.0% Q2 2026 Aug 14, 2026
RM Financial Services, LLC History No change 127,550 6,285 4.67% 4.67% 292 0 0.0% Q2 2026 Aug 04, 2026
Cauble & Harre Wealth Management, Inc. History No change 126,436 6,249 5.01% 5.01% 293 0 0.0% Q2 2026 Aug 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 126,372 6,227 4.37% 4.37% 294 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 126,267 6,222 0.25% 0.25% 295 0 0.0% Q2 2026 Jul 27, 2026
Aspire Growth Partners LLC History No change 125,705 6,194 3.6% 3.6% 296 0 0.0% Q2 2026 Jul 29, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 125,566 6,187 0.61% 0.61% 297 0 0.0% Q2 2026 Jul 28, 2026
HBW ADVISORY SERVICES LLC History No change 123,224 6,072 0.55% 0.55% 298 0 0.0% Q2 2026 Jul 16, 2026
LEIGH BALDWIN & CO., LLC History No change 123,048 6,063 3.27% 3.27% 299 0 0.0% Q2 2026 Aug 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 122,340 5,976 0.39% 0.39% 300 +5,274 4.51% Q3 2026 Oct 08, 2026
Delta Investment Management, LLC History No change 120,750 5,950 0.98% 0.98% 301 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 118,723 5,850 0.18% 0.18% 302 0 0.0% Q2 2026 Jul 15, 2026
CENTAURUS FINANCIAL, INC. History No change 118,266 5,828 0.23% 0.23% 303 0 0.0% Q2 2026 Aug 17, 2026
D. E. Shaw & Co., Inc. History No change 117,986 5,814 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
BlackDiamond Wealth Management, LLC History No change 113,117 5,792 2.33% 2.33% 305 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 116,145 5,723 0.6% 0.6% 306 0 0.0% Q2 2026 Jul 28, 2026
Fearless Solutions, LLC dba Best Invest History No change 113,817 5,608 2.96% 2.96% 307 0 0.0% Q2 2026 Jul 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 112,890 5,563 0.06% 0.06% 308 0 0.0% Q2 2026 Aug 14, 2026
EWA, LLC History No change 112,208 5,529 1.01% 1.01% 309 0 0.0% Q2 2026 Jul 14, 2026
BlueChip Wealth Advisors LLC History No change 111,650 5,502 2.09% 2.09% 310 0 0.0% Q2 2026 Jul 30, 2026
Leo H. Evart, Inc. History No change 111,005 5,470 4.32% 4.32% 311 0 0.0% Q2 2026 Aug 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 109,425 5,392 0.08% 0.08% 312 0 0.0% Q2 2026 Aug 03, 2026
Hopwood Nicholas Hunter History No change 108,680 5,355 1.47% 1.47% 313 0 0.0% Q2 2026 Aug 14, 2026
A&I FINANCIAL SERVICES, LLC History No change 107,639 5,304 2.31% 2.31% 314 0 0.0% Q2 2026 Jul 09, 2026
Ethos Financial Group, LLC History No change 109,086 5,284 0.35% 0.35% 315 0 0.0% Q2 2026 Aug 07, 2026
GENESIS PRIVATE WEALTH, LLC History No change 104,685 5,158 1.45% 1.45% 316 0 0.0% Q2 2026 Jul 13, 2026
Expressive Wealth LLC History No change 104,189 5,134 4.85% 4.85% 317 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 103,938 5,122 0.16% 0.16% 318 0 0.0% Q2 2026 Jul 31, 2026
Turning Point Benefit Group, Inc. History No change 103,996 5,112 2.2% 2.2% 319 0 0.0% Q2 2026 Jul 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 102,034 5,043 1.23% 1.23% 320 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 102,132 5,033 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 05, 2026
Aprio Wealth Management, LLC History No change 101,033 4,978 0.25% 0.25% 322 0 0.0% Q2 2026 Jul 24, 2026
Roehl & Yi Investment Advisors, LLC History No change 105,495 4,957 1.63% 1.63% 323 0 0.0% Q2 2026 Aug 13, 2026
LANDAAS & CO /WI /ADV History No change 100,128 4,934 0.9% 0.9% 324 0 0.0% Q2 2026 Jul 21, 2026
Bulwark Capital Corp History No change 99,978 4,926 2.77% 2.77% 325 0 0.0% Q2 2026 Jul 06, 2026
TRUE BLUE FINANCIAL, LLC History No change 98,977 4,877 2.06% 2.06% 326 0 0.0% Q2 2026 Jul 17, 2026
Latitude Advisors, LLC History No change 96,340 4,747 1.89% 1.89% 327 0 0.0% Q2 2026 Jul 27, 2026
Kuhn & Co Investment Counsel History No change 94,665 4,665 2.7% 2.7% 328 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 93,257 4,577 0.27% 0.27% 329 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 90,575 4,463 0.06% 0.06% 330 0 0.0% Q2 2026 Aug 06, 2026
Cooper Financial Group History Added to 90,495 4,420 0.35% 0.28% 331 +22,375 32.85% Q3 2026 Oct 07, 2026
WCG Wealth Advisors LLC History No change 88,517 4,362 0.1% 0.1% 332 0 0.0% Q2 2026 Aug 14, 2026
Carson Advisory Inc. History No change 87,852 4,329 1.99% 1.99% 333 0 0.0% Q2 2026 Aug 11, 2026
APS Management Group, Inc. History No change 87,852 4,329 3.33% 3.33% 334 0 0.0% Q2 2026 Jul 10, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 87,414 4,307 2.36% 2.36% 335 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 84,591 4,168 0.09% 0.09% 336 0 0.0% Q2 2026 Aug 13, 2026
Investment Advisory Group, LLC History No change 84,213 4,150 0.9% 0.9% 337 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 84,126 4,145 0.12% 0.12% 338 0 0.0% Q2 2026 Jul 07, 2026
Vise Technologies, Inc. History No change 84,129 4,145 0.05% 0.05% 339 0 0.0% Q2 2026 Aug 10, 2026
EQ WEALTH ADVISORS, LLC History No change 83,067 4,093 2.25% 2.25% 340 0 0.0% Q2 2026 Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 82,729 4,076 0.77% 0.77% 341 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 82,267 4,054 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 14, 2026
Owen LaRue, LLC History No change 82,042 4,043 1.41% 1.41% 343 0 0.0% Q2 2026 Jul 22, 2026
Strategic Blueprint, LLC History No change 81,388 4,010 0.2% 0.2% 344 0 0.0% Q2 2026 Jul 23, 2026
WESPAC Advisors, LLC History No change 80,612 3,972 1.94% 1.94% 345 0 0.0% Q2 2026 Aug 10, 2026
CALTON & ASSOCIATES, INC. History No change 80,494 3,966 0.58% 0.58% 346 0 0.0% Q2 2026 Aug 10, 2026
Oxinas Partners, LLC History No change 80,009 3,942 1.55% 1.55% 347 0 0.0% Q2 2026 Jul 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 77,596 3,823 0.22% 0.22% 348 0 0.0% Q2 2026 Jul 15, 2026
Richmond Investment Services, LLC History No change 77,430 3,815 1.21% 1.21% 349 0 0.0% Q2 2026 Jul 27, 2026
Jacobi Capital Management LLC History No change 76,981 3,793 0.19% 0.19% 350 0 0.0% Q2 2026 Jul 31, 2026
M Holdings Securities, Inc. History No change 77,030 3,791 0.52% 0.52% 351 0 0.0% Q2 2026 Aug 11, 2026
Walkner Condon Financial Advisors LLC History No change 76,814 3,785 0.43% 0.43% 352 0 0.0% Q2 2026 Jul 27, 2026
Tribridge Partners Financial LLC History No change 76,305 3,735 1.46% 1.46% 353 0 0.0% Q2 2026 Aug 04, 2026
Altus Wealth Group LLC History No change 75,132 3,702 1.34% 1.34% 354 0 0.0% Q2 2026 Jul 17, 2026
Financial Council, LLC History No change 74,961 3,694 1.2% 1.2% 355 0 0.0% Q2 2026 Aug 04, 2026
ASHTON THOMAS SECURITIES, LLC History No change 74,226 3,657 0.54% 0.54% 356 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 73,364 3,615 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 12, 2026
StrongBox Wealth, LLC History No change 73,321 3,613 1.03% 1.03% 358 0 0.0% Q2 2026 Jul 23, 2026
Selby Wealth Management, LLC History No change 73,111 3,602 1.28% 1.28% 359 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 72,193 3,557 0.02% 0.02% 360 0 0.0% Q2 2026 Jul 29, 2026
Curtis Advisory Group, LLC History No change 71,394 3,518 0.68% 0.68% 361 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 70,381 3,468 0.11% 0.11% 362 0 0.0% Q2 2026 Jul 31, 2026
Brookstone Capital Management History No change 67,245 3,313 0.03% 0.03% 363 0 0.0% Q2 2026 Jul 15, 2026
Transcendent Capital Group LLC History No change 66,443 3,274 1.27% 1.27% 364 0 0.0% Q2 2026 Aug 05, 2026
Merited Wealth, LLC History No change 66,010 3,252 2.3% 2.3% 365 0 0.0% Q2 2026 Aug 14, 2026
ADVISORTRUST PARTNERS, LLC History No change 65,953 3,250 1.11% 1.11% 366 0 0.0% Q2 2026 Aug 10, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 65,683 3,236 0.3% 0.3% 367 0 0.0% Q2 2026 Jul 09, 2026
Clear Point Advisors Inc. History No change 65,627 3,234 2.87% 2.87% 368 0 0.0% Q2 2026 Jul 28, 2026
Patriot Financial Group Insurance Agency, LLC History No change 65,128 3,209 0.33% 0.33% 369 0 0.0% Q2 2026 Jul 16, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 64,890 3,197 1.01% 1.01% 370 0 0.0% Q2 2026 Jul 16, 2026
Perigon Wealth Management, LLC History No change 64,786 3,192 0.05% 0.05% 371 0 0.0% Q2 2026 Aug 07, 2026
LYNCH & ASSOCIATES/IN History No change 64,710 3,188 0.56% 0.56% 372 0 0.0% Q2 2026 Jul 13, 2026
Atria Investments, Inc History No change 64,450 3,176 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 28, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 63,822 3,145 0.73% 0.73% 374 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 63,591 3,133 0.22% 0.22% 375 0 0.0% Q2 2026 Jul 07, 2026
Stonebridge Financial Group, LLC History Added to 64,043 3,128 0.23% 0.22% 376 +6,225 10.77% Q3 2026 Oct 01, 2026
Meridian Wealth Management, LLC History No change 62,254 3,067 0.09% 0.09% 377 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 61,954 3,053 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 61,906 3,050 0.17% 0.17% 379 0 0.0% Q2 2026 Aug 11, 2026
Midwest Financial Group LLC History No change 61,421 3,026 1.06% 1.06% 380 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Management, Inc. History No change 61,044 3,008 0.92% 0.92% 381 0 0.0% Q2 2026 Jul 15, 2026
Atlas Legacy Advisors, LLC History No change 60,674 2,984 0.44% 0.44% 382 0 0.0% Q2 2026 Jul 31, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 60,277 2,970 0.25% 0.25% 383 0 0.0% Q2 2026 Jul 28, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 59,108 2,912 1.49% 1.49% 384 0 0.0% Q2 2026 Jul 20, 2026
Total Clarity Wealth Management, Inc. History No change 58,760 2,895 0.56% 0.56% 385 0 0.0% Q2 2026 Jul 23, 2026
Keating Financial Advisory Services, Inc. History No change 58,549 2,885 0.38% 0.38% 386 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 58,249 2,870 0.17% 0.17% 387 0 0.0% Q2 2026 Jul 29, 2026
Widmann Financial Services, Inc. History No change 57,663 2,841 1.52% 1.52% 388 0 0.0% Q2 2026 Aug 14, 2026
Herold Advisors, Inc. History No change 56,091 2,765 0.55% 0.55% 389 0 0.0% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History No change 55,865 2,753 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 55,413 2,730 0.24% 0.24% 391 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 54,227 2,680 0.23% 0.23% 392 0 0.0% Q2 2026 Aug 14, 2026
Rubicon Advisors, GP History No change 54,232 2,672 1.95% 1.95% 393 0 0.0% Q2 2026 Jul 29, 2026
ZEGA Investments, LLC History No change 52,744 2,599 0.27% 0.27% 394 0 0.0% Q2 2026 Jul 31, 2026
Orca Wealth Management, LLC History No change 52,470 2,585 1.55% 1.55% 395 0 0.0% Q2 2026 Jul 22, 2026
R2 Capital Strategies, LLC History No change 51,960 2,560 1.16% 1.16% 396 0 0.0% Q2 2026 Jul 23, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 51,753 2,550 2.49% 2.49% 397 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Capital Partners, LLC History No change 51,296 2,527 1.04% 1.04% 398 0 0.0% Q2 2026 Jul 09, 2026
Beta Wealth Group, Inc. History No change 50,721 2,499 0.94% 0.94% 399 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 50,599 2,493 0.2% 0.2% 400 0 0.0% Q2 2026 Jul 28, 2026
High Net Worth Advisory Group LLC History No change 50,547 2,490 0.53% 0.53% 401 0 0.0% Q2 2026 Jul 29, 2026
OakTrust Wealth Advisors, LLC History No change 49,488 2,438 2.1% 2.1% 402 0 0.0% Q2 2026 Aug 06, 2026
Astoria Portfolio Advisors LLC. History No change 48,325 2,381 0.4% 0.4% 403 0 0.0% Q2 2026 Jul 28, 2026
Hopwood Financial Services, Inc. History No change 47,609 2,346 1.36% 1.36% 404 0 0.0% Q2 2026 Jul 22, 2026
OneAscent Financial Services LLC History No change 47,361 2,333 0.11% 0.11% 405 0 0.0% Q2 2026 Aug 11, 2026
Saxony Capital Management, LLC History No change 47,237 2,327 1.07% 1.07% 406 0 0.0% Q2 2026 Jul 15, 2026
BANK OF MONTREAL /CAN/ History No change 47,189 2,325 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 12, 2026
GWN SECURITIES INC. History No change 46,916 2,312 0.39% 0.39% 408 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 46,876 2,310 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
Southland Equity Partners LLC History No change 46,240 2,278 0.4% 0.4% 410 0 0.0% Q2 2026 Jul 13, 2026
Medallion Wealth Advisors, LLC History No change 45,228 2,228 0.7% 0.7% 411 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 45,602 2,227 0.6% 0.5% 412 +6,646 17.06% Q3 2026 Oct 02, 2026
MSH Capital Advisors LLC History No change 44,860 2,210 0.38% 0.38% 413 0 0.0% Q2 2026 Aug 10, 2026
Summit Global Investments History No change 44,466 2,191 0.12% 0.12% 414 0 0.0% Q2 2026 Aug 03, 2026
Lantz Financial LLC History No change 44,190 2,177 0.4% 0.4% 415 0 0.0% Q2 2026 Jul 09, 2026
Capital Management Associates, Inc History No change 43,522 2,144 0.43% 0.43% 416 0 0.0% Q2 2026 Jul 22, 2026
Pines Wealth Management, LLC History No change 43,396 2,138 0.61% 0.61% 417 0 0.0% Q2 2026 Jul 22, 2026
Quantinno Capital Management LP History No change 43,182 2,128 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 42,961 2,117 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 42,803 2,109 0.28% 0.28% 420 0 0.0% Q2 2026 Jul 27, 2026
Trinity Wealth Management, LLC History No change 42,263 2,082 0.66% 0.66% 421 0 0.0% Q2 2026 Jul 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 42,161 2,077 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 19, 2026
Burford Brothers, Inc. History No change 41,987 2,069 0.76% 0.76% 423 0 0.0% Q2 2026 Jul 28, 2026
Junk Investment Group, LLC History No change 41,797 2,059 0.91% 0.91% 424 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 41,739 2,056 0.75% 0.75% 425 0 0.0% Q2 2026 Jul 08, 2026
Investment Insight Wealth Management, LLC History No change 41,430 2,042 1.77% 1.77% 426 0 0.0% Q2 2026 Jul 27, 2026
National Wealth Management Group, LLC History No change 41,398 2,040 0.63% 0.63% 427 0 0.0% Q2 2026 Jul 14, 2026
Parsonex Advisory Services, Inc. History No change 41,304 2,035 1.77% 1.77% 428 0 0.0% Q2 2026 Aug 10, 2026
Bridgewealth Advisory Group, LLC History No change 41,058 2,023 0.38% 0.38% 429 0 0.0% Q2 2026 Jul 27, 2026
Professional Financial Advisors, LLC History No change 40,830 2,012 0.35% 0.35% 430 0 0.0% Q2 2026 Jul 09, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 40,600 2,000 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
Trueblood Wealth Management, LLC History No change 39,614 1,952 0.68% 0.68% 432 0 0.0% Q2 2026 Jul 27, 2026
Rather & Kittrell, Inc. History No change 39,607 1,951 0.27% 0.27% 433 0 0.0% Q2 2026 Aug 12, 2026
WFA of San Diego, LLC History No change 37,728 1,940 1.59% 1.59% 434 0 0.0% Q2 2026 Aug 14, 2026
44 WEALTH MANAGEMENT LLC History No change 38,692 1,906 0.63% 0.63% 435 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 38,574 1,900 0.13% 0.13% 436 0 0.0% Q2 2026 Aug 05, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 38,444 1,894 0.55% 0.55% 437 0 0.0% Q2 2026 Jul 14, 2026
MRWM Advisors, LLC History No change 38,341 1,889 0.78% 0.78% 438 0 0.0% Q2 2026 Jul 28, 2026
KOM Wealth Management Group, LLC History No change 38,338 1,889 1.14% 1.14% 439 0 0.0% Q2 2026 Jul 23, 2026
NWF Advisory Services Inc. History No change 37,795 1,862 0.18% 0.18% 440 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 37,384 1,842 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 14, 2026
CWS Financial Advisors, LLC History No change 36,803 1,813 0.4% 0.4% 442 0 0.0% Q2 2026 Jul 30, 2026
Goldstone Financial Group, LLC History No change 36,775 1,812 0.17% 0.17% 443 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 36,145 1,781 0.22% 0.22% 444 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 35,171 1,733 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 33,748 1,663 0.08% 0.08% 446 0 0.0% Q2 2026 Jul 23, 2026
EVERPAR ADVISORS LLC History No change 32,427 1,598 0.45% 0.45% 447 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 31,815 1,567 0.11% 0.11% 448 0 0.0% Q2 2026 Jul 20, 2026
Tradition Wealth Management, LLC History No change 31,548 1,554 0.1% 0.1% 449 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History No change 31,418 1,548 0.1% 0.1% 450 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 30,581 1,507 0.06% 0.06% 451 0 0.0% Q2 2026 Jul 23, 2026
Blueprint Investment Partners LLC History No change 30,066 1,481 0.12% 0.12% 452 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 29,377 1,447 0.1% 0.1% 453 0 0.0% Q2 2026 Jul 21, 2026
Elm3 Financial Group, LLC History Added to 29,398 1,436 0.96% 0.93% 454 +1,866 6.78% Q3 2026 Oct 07, 2026
ProCore Advisors, LLC History No change 28,963 1,427 1.77% 1.77% 455 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 28,521 1,405 0.04% 0.04% 456 0 0.0% Q2 2026 Aug 05, 2026
Blueprint Financial Advisors LLC History No change 28,514 1,405 0.16% 0.16% 457 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 28,303 1,394 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Network Inc. History No change 28,215 1,390 0.35% 0.35% 459 0 0.0% Q2 2026 Jul 20, 2026
Corient Private Wealth LP History No change 27,981 1,379 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 27, 2026
Csenge Advisory Group History No change 27,453 1,352 0.05% 0.05% 461 0 0.0% Q2 2026 Aug 10, 2026
Auxano Advisors, LLC History No change 26,996 1,330 0.25% 0.25% 462 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 26,924 1,326 0.11% 0.11% 463 0 0.0% Q2 2026 Jul 09, 2026
AlphaCore Capital LLC History No change 26,626 1,316 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Solutions, Inc. /IL History No change 26,707 1,316 0.3% 0.3% 465 0 0.0% Q2 2026 Jul 08, 2026
Intrua Financial, LLC History No change 25,999 1,281 0.12% 0.12% 466 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 25,842 1,277 0.03% 0.03% 467 0 0.0% Q2 2026 Aug 13, 2026
Mann Financial Group, Inc. History No change 25,222 1,242 1.04% 1.04% 468 0 0.0% Q2 2026 Jul 22, 2026
NavPoint Financial, Inc. History No change 24,630 1,213 0.45% 0.45% 469 0 0.0% Q2 2026 Jul 23, 2026
Certified Advisory Corp History No change 24,567 1,210 0.1% 0.1% 470 0 0.0% Q2 2026 Jul 16, 2026
Integrated Advisors Network LLC History No change 24,454 1,205 0.06% 0.06% 471 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 24,400 1,202 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 03, 2026
Lincoln Capital LLC History No change 24,308 1,197 0.21% 0.21% 473 0 0.0% Q2 2026 Jul 07, 2026
Indivisible Partners History No change 24,284 1,196 0.07% 0.07% 474 0 0.0% Q2 2026 Aug 04, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 24,223 1,193 0.23% 0.23% 475 0 0.0% Q2 2026 Jul 09, 2026
Clear Harbor Asset Management, LLC History No change 23,992 1,182 0.07% 0.07% 476 0 0.0% Q2 2026 Aug 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 23,909 1,178 0.2% 0.2% 477 0 0.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History No change 23,829 1,174 0.96% 0.96% 478 0 0.0% Q2 2026 Aug 06, 2026
Security Financial Services, INC. History No change 23,583 1,162 0.16% 0.16% 479 0 0.0% Q2 2026 Jul 15, 2026
BARRETT & COMPANY, INC. History No change 23,558 1,160 0.32% 0.32% 480 0 0.0% Q2 2026 Jul 24, 2026
WARNER FINANCIAL, INC History No change 23,487 1,157 0.34% 0.34% 481 0 0.0% Q2 2026 Jul 09, 2026
Stablepoint Partners, LLC History No change 23,413 1,153 0.16% 0.16% 482 0 0.0% Q2 2026 Jul 09, 2026
OPTIMA CAPITAL LLC History No change 23,281 1,150 0.45% 0.45% 483 0 0.0% Q2 2026 Jul 24, 2026
CPA Asset Management Group, LLC History No change 23,290 1,147 0.33% 0.33% 484 0 0.0% Q2 2026 Jul 09, 2026
Lantern Wealth Advisors, LLC History No change 23,248 1,145 0.52% 0.52% 485 0 0.0% Q2 2026 Jul 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 23,217 1,144 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 06, 2026
Avant Capital LLC History No change 22,999 1,133 0.71% 0.71% 487 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC / MO History No change 22,751 1,121 0.74% 0.74% 488 0 0.0% Q2 2026 Jul 24, 2026
Freestate Advisors LLC History No change 22,580 1,112 0.83% 0.83% 489 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 22,516 1,109 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 22,094 1,088 0.18% 0.18% 491 0 0.0% Q2 2026 Aug 10, 2026
ORBA Wealth Advisors, L.L.C. History No change 21,650 1,066 0.91% 0.91% 492 0 0.0% Q2 2026 Jul 23, 2026
CVFG LLC History No change 21,564 1,062 0.11% 0.11% 493 0 0.0% Q2 2026 Aug 11, 2026
BANQUE PICTET & CIE SA History No change 21,469 1,057 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 24, 2026
PKS Advisory Services, LLC History No change 21,401 1,054 0.17% 0.17% 495 0 0.0% Q2 2026 Aug 04, 2026
Carnegie Investment Counsel History No change 21,359 1,052 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 20,966 1,033 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 20,658 1,018 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 20,645 1,017 0.25% 0.25% 499 0 0.0% Q2 2026 Jul 24, 2026
Regal Investment Advisors LLC History No change 20,576 1,013 0.05% 0.05% 500 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 20,553 1,012 0.03% 0.03% 501 0 0.0% Q2 2026 Jul 17, 2026
Equity Wealth Partners, LLC History No change 20,517 1,011 0.36% 0.36% 502 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 19,970 984 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 28, 2026
HAZLETT, BURT & WATSON, INC. History No change 19,038 936 0.25% 0.25% 504 0 0.0% Q2 2026 Jul 30, 2026
Moors & Cabot, Inc. History No change 18,859 929 0.04% 0.04% 505 0 0.0% Q2 2026 Aug 10, 2026
Stokes Family Office, LLC History No change 18,652 919 0.11% 0.11% 506 0 0.0% Q2 2026 Aug 11, 2026
January Capital Advisors LLC History No change 18,487 911 0.76% 0.76% 507 0 0.0% Q2 2026 Aug 25, 2026
Core Wealth Partners LLC History No change 17,945 884 0.38% 0.38% 508 0 0.0% Q2 2026 Jul 17, 2026
Cannon Wealth Management Services, LLC History No change 17,857 879 0.48% 0.48% 509 0 0.0% Q2 2026 Aug 11, 2026
Wisconsin Wealth Advisors, LLC History Added to 17,933 876 0.74% 0.75% 510 +45 0.25% Q3 2026 Oct 08, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 17,717 873 0.11% 0.11% 511 0 0.0% Q2 2026 Jul 22, 2026
NORTHERN TRUST CORP History No change 17,475 861 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 17,030 839 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 13, 2026
NORDEN GROUP LLC History No change 16,930 834 0.07% 0.07% 514 0 0.0% Q2 2026 Jul 29, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 16,834 829 0.01% 0.01% 515 0 0.0% Q2 2026 Sep 23, 2026
Clearwave Capital, LLC History No change 16,830 829 0.46% 0.46% 516 0 0.0% Q2 2026 Jul 17, 2026
Storgate, LLC History No change 16,769 826 0.17% 0.17% 517 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 16,698 822 0.06% 0.06% 518 0 0.0% Q2 2026 Sep 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 16,501 813 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 16,223 799 0.05% 0.05% 520 0 0.0% Q2 2026 Aug 06, 2026
Rodgers & Associates, LTD History No change 16,214 799 0.07% 0.07% 521 0 0.0% Q2 2026 Jul 21, 2026
Fisher Asset Management, LLC History No change 16,202 798 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 04, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 16,159 796 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 20, 2026
Keeler Thomas Management LLC History No change 16,130 794 0.28% 0.28% 524 0 0.0% Q2 2026 Jul 29, 2026
Vermillion & White Wealth Management Group, LLC History No change 15,455 761 0.38% 0.38% 525 0 0.0% Q2 2026 Aug 18, 2026
CapWealth Advisors, LLC History Reduced 15,308 747 0.06% 0.06% 526 -1,184 -7.18% Q3 2026 Oct 05, 2026
ROMAN BUTLER FULLERTON & CO History No change 15,007 736 0.18% 0.18% 527 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 14,627 720 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 27, 2026
Atlas Private Wealth Advisors History No change 14,574 718 0.16% 0.16% 529 0 0.0% Q2 2026 Jul 27, 2026
Fortis Capital Advisors, LLC History No change 14,507 714 0.08% 0.08% 530 0 0.0% Q2 2026 Jul 31, 2026
Rehmann Capital Advisory Group History No change 14,480 713 0.03% 0.03% 531 0 0.0% Q2 2026 Aug 20, 2026
Wealthspire Retirement, LLC History No change 14,459 712 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 14,398 709 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 14, 2026
VestGen Investment Management History No change 14,171 698 0.37% 0.37% 534 0 0.0% Q2 2026 Jul 31, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 14,203 696 0.22% 0.22% 535 0 0.0% Q2 2026 Jul 23, 2026
MONECO ADVISORS, LLC History No change 13,977 688 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 11, 2026
Secure Asset Management, LLC History No change 13,815 680 0.1% 0.1% 537 0 0.0% Q2 2026 Jul 15, 2026
CIM, LLC History No change 13,758 678 0.09% 0.09% 538 0 0.0% Q2 2026 Aug 13, 2026
Ballew Advisors, Inc History Added to 13,713 674 0.33% 0.34% 539 +203 1.5% Q3 2026 Oct 05, 2026
Clarus Group, Inc. History No change 13,270 653 0.22% 0.22% 540 0 0.0% Q2 2026 Jul 24, 2026
Troutman Wealth Management, LLC History No change 13,168 648 0.5% 0.5% 541 0 0.0% Q2 2026 Aug 13, 2026
Prospect Financial Services LLC History No change 13,057 643 0.33% 0.33% 542 0 0.0% Q2 2026 Aug 06, 2026
BEAM WEALTH ADVISORS, INC. History No change 12,930 639 0.14% 0.14% 543 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 12,864 633 0.02% 0.02% 544 0 0.0% Q2 2026 Aug 03, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 12,727 627 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 12,639 622 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 12,554 618 0.02% 0.02% 547 0 0.0% Q2 2026 Jul 02, 2026
Van Diest Capital, LLC History No change 12,439 613 0.55% 0.55% 548 0 0.0% Q2 2026 Aug 04, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 12,062 594 0.25% 0.25% 549 0 0.0% Q2 2026 Aug 14, 2026
Realta Investment Advisors History No change 12,037 593 0.18% 0.18% 550 0 0.0% Q2 2026 Jul 20, 2026
Advisors Capital Management, LLC History No change 12,017 592 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 11, 2026
Carnegie Lake Advisors LLC History No change 11,943 588 0.22% 0.22% 552 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Financial Partners, Inc. History No change 11,948 588 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 11,837 583 0.55% 0.55% 554 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 11,472 565 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 10, 2026
Vantus Wealth LLC History No change 11,148 549 0.29% 0.29% 556 0 0.0% Q2 2026 Aug 07, 2026
Narus Financial Partners, LLC History No change 11,127 548 0.14% 0.14% 557 0 0.0% Q2 2026 Jul 31, 2026
Regent Peak Wealth Advisors LLC History No change 11,112 547 0.1% 0.1% 558 0 0.0% Q2 2026 Jul 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 11,078 545 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 14, 2026
Cushing Capital Partners, LLC History No change 11,056 544 0.37% 0.37% 560 0 0.0% Q2 2026 Jul 29, 2026
AMERIFLEX GROUP, INC. History No change 10,998 541 0.22% 0.22% 561 0 0.0% Q2 2026 Aug 13, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 10,942 539 0.21% 0.21% 562 0 0.0% Q2 2026 Jul 09, 2026
FinDec Wealth Services, Inc. History No change 10,823 533 0.63% 0.63% 563 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 10,748 529 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 11, 2026
Compass Ion Advisors, LLC History No change 10,646 524 0.05% 0.05% 565 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 10,258 505 0.27% 0.27% 566 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 10,123 498 0.15% 0.15% 567 0 0.0% Q2 2026 Jul 15, 2026
BlackRock, Inc. History No change 10,080 496 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 07, 2026
Allegheny Financial Group History No change 10,024 494 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 22, 2026
United Advisor Group, LLC History No change 9,955 490 0.05% 0.05% 570 0 0.0% Q2 2026 Jul 29, 2026
Octavia Wealth Advisors, LLC History No change 9,912 489 0.04% 0.04% 571 0 0.0% Q2 2026 Jul 14, 2026
Signal Advisors Wealth, LLC History No change 9,929 489 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 04, 2026
WEALTHGARDEN F.S. LLC History No change 9,915 488 0.28% 0.28% 573 0 0.0% Q2 2026 Jul 31, 2026
Savant Capital, LLC History No change 9,626 487 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 10, 2026
PW ADVISORS, LLC \ FL History No change 9,881 486 0.32% 0.32% 575 0 0.0% Q2 2026 Aug 06, 2026
Vident Advisory, LLC History No change 9,858 485 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 9,805 483 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 03, 2026
Apollon Financial, LLC History No change 9,741 480 0.06% 0.06% 578 0 0.0% Q2 2026 Jul 22, 2026
HUB Investment Partners, LLC History No change 9,623 474 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 31, 2026
VALLEY NATIONAL ADVISERS INC History No change 9,608 473 0.05% 0.05% 580 0 0.0% Q2 2026 Jul 29, 2026
Francis Financial, Inc. History No change 9,486 467 0.08% 0.08% 581 0 0.0% Q2 2026 Aug 10, 2026
Envision Financial Planning, LLC History No change 9,459 466 0.15% 0.15% 582 0 0.0% Q2 2026 Aug 14, 2026
Faithward Advisors, LLC History No change 9,431 464 0.06% 0.06% 583 0 0.0% Q2 2026 Aug 12, 2026
WPG Advisers, LLC History No change 9,300 458 0.27% 0.27% 584 0 0.0% Q2 2026 Aug 05, 2026
Capital Planning LLC History No change 9,057 447 0.13% 0.13% 585 0 0.0% Q2 2026 Jul 22, 2026
RiverFront Investment Group, LLC History No change 9,050 445 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 29, 2026
McNamara Financial Services, Inc. History No change 9,000 443 0.08% 0.08% 587 0 0.0% Q2 2026 Jul 22, 2026
Financial Freedom, LLC History No change 8,997 443 0.2% 0.2% 588 0 0.0% Q2 2026 Aug 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 8,957 441 0.04% 0.04% 589 0 0.0% Q2 2026 Jul 09, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 8,856 436 0.07% 0.07% 590 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 8,758 431 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 14, 2026
AUCTUS ADVISORS LLC History No change 8,757 431 0.36% 0.36% 592 0 0.0% Q2 2026 Aug 06, 2026
WESBANCO BANK INC History No change 8,728 430 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL GROUP History No change 8,721 429 0.04% 0.04% 594 0 0.0% Q2 2026 Jul 16, 2026
Versant Capital Management, Inc History No change 8,746 427 0.04% 0.04% 595 0 0.0% Q3 2026 Oct 01, 2026
Brookwood Investment Group LLC History No change 8,564 422 0.05% 0.05% 596 0 0.0% Q2 2026 Jul 23, 2026
MFA Wealth Services History No change 8,521 419 0.25% 0.25% 597 0 0.0% Q2 2026 Jul 21, 2026
Osprey Private Wealth LLC History No change 8,482 417 0.11% 0.11% 598 0 0.0% Q2 2026 Aug 03, 2026
SAPIENT CAPITAL LLC History Added to 8,481 415 0.01% 0.01% 599 +20 0.24% Q3 2026 Oct 08, 2026
Cypress Capital, LLC History No change 8,410 414 0.11% 0.11% 600 0 0.0% Q2 2026 Jul 17, 2026
BETO FINANCIAL GROUP, LLC History No change 8,475 412 0.22% 0.22% 601 0 0.0% Q2 2026 Aug 07, 2026
HFG Advisors, Inc. History No change 8,340 410 0.26% 0.26% 602 0 0.0% Q2 2026 Aug 07, 2026
Retireful, LLC History No change 8,214 404 0.38% 0.38% 603 0 0.0% Q2 2026 Jul 22, 2026
TCFG Investment Advisors, LLC History No change 8,064 397 0.13% 0.13% 604 0 0.0% Q2 2026 Jul 17, 2026
Sage Mountain Advisors LLC History No change 8,046 396 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 05, 2026
Rathbones Group PLC History No change 8,000 394 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 7,898 389 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 14, 2026
180 WEALTH ADVISORS, LLC History No change 7,794 384 0.04% 0.04% 608 0 0.0% Q2 2026 Jul 07, 2026
Creekside Partners History No change 7,794 384 0.14% 0.14% 609 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History Added to 7,789 380 0.01% 0.01% 610 +59 0.76% Q3 2026 Oct 08, 2026
NCM Capital Management, LLC History No change 7,700 379 0.12% 0.12% 611 0 0.0% Q2 2026 Aug 14, 2026
tru Independence LLC History No change 7,631 376 0.16% 0.16% 612 0 0.0% Q2 2026 Aug 10, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 7,541 371 0.06% 0.06% 613 0 0.0% Q2 2026 Jul 22, 2026
Berger Financial Group, Inc History No change 7,522 370 0.02% 0.02% 614 0 0.0% Q2 2026 Aug 04, 2026
KERR FINANCIAL PLANNING Corp History No change 7,516 370 0.41% 0.41% 615 0 0.0% Q2 2026 Jul 02, 2026
SteelPeak Wealth, LLC History No change 7,457 368 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 13, 2026
Mission Financial Group, LLC History No change 7,459 367 0.3% 0.3% 617 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 7,300 359 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 7,242 357 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 7,206 355 0.08% 0.08% 620 0 0.0% Q2 2026 Jul 09, 2026
Strategic Wealth Investment Group, LLC History No change 7,206 355 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 04, 2026
Triton Wealth Management, PLLC History No change 7,193 350 0.11% 0.11% 622 0 0.0% Q2 2026 Aug 05, 2026
Balboa Wealth Partners History No change 7,086 349 0.05% 0.05% 623 0 0.0% Q2 2026 Aug 10, 2026
Synergy Financial Group, LTD History No change 7,036 346 0.25% 0.25% 624 0 0.0% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,996 344 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 23, 2026
XTX Topco Ltd History No change 6,892 339 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 6,866 338 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 07, 2026
Bison Wealth, LLC History No change 6,802 334 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 07, 2026
GeoWealth Management, LLC History No change 6,708 330 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 30, 2026
Principia Wealth Advisory, LLC History No change 6,715 330 0.16% 0.16% 630 0 0.0% Q2 2026 Aug 26, 2026
Root Financial Partners, LLC History No change 6,657 328 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 29, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 6,569 323 0.15% 0.15% 632 0 0.0% Q2 2026 Aug 12, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 6,408 316 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 20, 2026
Grant Street Asset Management, Inc. History No change 6,411 315 0.05% 0.05% 634 0 0.0% Q2 2026 Aug 05, 2026
Evanson Financial, LLC History No change 6,403 315 0.02% 0.02% 635 0 0.0% Q2 2026 Jul 07, 2026
OpenArc Corporate Advisory, LLC History No change 6,384 314 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 05, 2026
NORTHLAND SECURITIES, INC. History No change 6,361 313 0.18% 0.18% 637 0 0.0% Q2 2026 Aug 04, 2026
Main Street Group, LTD History No change 6,351 312 0.07% 0.07% 638 0 0.0% Q2 2026 Jul 13, 2026
SEEDS INVESTOR LLC History No change 6,296 310 0.03% 0.03% 639 0 0.0% Q2 2026 Aug 12, 2026
Brown Miller Wealth Management, LLC History No change 6,284 309 0.08% 0.08% 640 0 0.0% Q2 2026 Jul 16, 2026
Vertex Planning Partners, LLC History No change 6,276 309 0.05% 0.05% 641 0 0.0% Q2 2026 Aug 14, 2026
Tortuga Wealth Management, Inc History No change 6,218 306 0.23% 0.23% 642 0 0.0% Q2 2026 Jul 30, 2026
Thompson David Blair History No change 6,177 304 0.15% 0.15% 643 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 6,042 297 0.04% 0.04% 644 0 0.0% Q2 2026 Jul 14, 2026
Midwest Trust Co History No change 6,020 296 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 04, 2026
Rollins Financial Advisors, LLC History No change 5,923 291 0.04% 0.04% 646 0 0.0% Q2 2026 Aug 04, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 5,854 288 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 08, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 5,801 285 0.07% 0.07% 648 0 0.0% Q2 2026 Jul 23, 2026
Sound View Wealth Advisors Group, LLC History No change 5,769 284 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 11, 2026
CarsonAllaria Wealth Management, Ltd. History No change 5,704 281 0.12% 0.12% 650 0 0.0% Q2 2026 Jul 28, 2026
Sterling Group Wealth Management, LLC History No change 5,700 280 0.11% 0.11% 651 0 0.0% Q2 2026 Aug 03, 2026
Carolina Wealth Management Inc History No change 5,680 279 0.13% 0.13% 652 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 5,654 278 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 06, 2026
Symphony Financial, Ltd. Co. History No change 5,641 277 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 03, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 5,614 276 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 20, 2026
Marble Wealth, LLC History No change 5,600 275 0.04% 0.04% 656 0 0.0% Q2 2026 Aug 07, 2026
COFG Advisors, LLC History No change 5,544 273 0.05% 0.05% 657 0 0.0% Q2 2026 Aug 14, 2026
Colonial River Investments, LLC History No change 5,523 272 0.08% 0.08% 658 0 0.0% Q2 2026 Jul 24, 2026
Orcam Financial Group History No change 5,508 271 0.13% 0.13% 659 0 0.0% Q2 2026 Aug 13, 2026
HARMONY ASSET MANAGEMENT LLC History No change 5,402 266 0.07% 0.07% 660 0 0.0% Q2 2026 Jul 20, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 5,384 265 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 21, 2026
Sonoma Allocations LLC History No change 5,358 264 0.08% 0.08% 662 0 0.0% Q2 2026 Jul 08, 2026
LexAurum Advisors, LLC History No change 5,202 256 0.03% 0.03% 663 0 0.0% Q2 2026 Jul 15, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 5,178 255 0.14% 0.14% 664 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 5,189 255 0.02% 0.02% 665 0 0.0% Q2 2026 Aug 11, 2026
ENTREWEALTH, LLC History No change 4,962 253 0.09% 0.09% 666 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 5,088 251 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 07, 2026
Purkiss Capital Advisors LLC History No change 5,075 250 0.1% 0.1% 668 0 0.0% Q2 2026 Jul 30, 2026
4WEALTH ADVISORS, INC. History No change 5,092 250 0.19% 0.19% 669 0 0.0% Q2 2026 Jul 17, 2026
HTG Investment Advisors, Inc. History No change 5,000 246 0.06% 0.06% 670 0 0.0% Q2 2026 Aug 06, 2026
SFE Investment Counsel History No change 4,973 245 0.03% 0.03% 671 0 0.0% Q2 2026 Aug 05, 2026
TOWNSQUARE CAPITAL LLC History No change 4,987 245 0.05% 0.05% 672 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 4,974 245 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 27, 2026
QTR Family Wealth, LLC History No change 4,958 244 0.09% 0.09% 674 0 0.0% Q2 2026 Jul 27, 2026
Worthington Financial Partners, LLC History No change 4,958 244 0.2% 0.2% 675 0 0.0% Q2 2026 Jul 21, 2026
XY Planning Network, Inc. History No change 4,837 238 0.03% 0.03% 676 0 0.0% Q2 2026 Jul 14, 2026
Advisory Solutions Group, LLC History No change 4,796 236 0.08% 0.08% 677 0 0.0% Q2 2026 Jul 29, 2026
Heritage Trust Co History No change 4,704 231 0.02% 0.02% 678 0 0.0% Q2 2026 Aug 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 4,709 230 0.05% 0.06% 679 0 0.0% Q3 2026 Oct 06, 2026
Krilogy Financial LLC History No change 4,624 227 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 27, 2026
Wedmont Private Capital History No change 4,538 224 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 13, 2026
Investmark Advisory Group LLC History No change 4,535 223 0.08% 0.08% 682 0 0.0% Q2 2026 Aug 07, 2026
Duncan Williams Asset Management, LLC History No change 4,535 223 0.05% 0.05% 683 0 0.0% Q2 2026 Jul 22, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 4,418 217 0.06% 0.06% 684 0 0.0% Q2 2026 Aug 07, 2026
Guardian Partners Inc. History No change 4,400 216 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 29, 2026
Coastal Bridge Advisors, LLC History No change 4,369 215 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 17, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 4,366 215 0.03% 0.03% 687 0 0.0% Q2 2026 Jul 27, 2026
Third View Private Wealth, LLC History No change 4,361 214 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 27, 2026
Castleview Partners, LLC History No change 4,313 212 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 20, 2026
DOVER ADVISORS, LLC History No change 4,862 212 0.09% 0.09% 690 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Concepts, LLC History No change 4,262 210 0.06% 0.06% 691 0 0.0% Q2 2026 Jul 27, 2026
Everhart Financial Group, Inc. History New 4,126 201 0.01% — 692 +4,126 New Q3 2026 Oct 08, 2026
RMR Wealth Builders History No change 4,050 200 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 4,000 196 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 22, 2026
EASTERN BANK History New 3,954 193 0.0% — 695 +3,954 New Q3 2026 Oct 05, 2026
Winch Advisory Services, LLC History No change 3,842 189 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 06, 2026
Security National Bank History No change 3,714 183 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 15, 2026
GW&K Investment Management, LLC History No change 3,500 172 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 3,464 170 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 3,451 170 0.05% 0.05% 700 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 3,060 150 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 2,584 127 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 07, 2026
Center for Financial Planning, Inc. History No change 2,571 126 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 21, 2026
Operose Advisors LLC History No change 2,550 125 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 2,500 123 0.07% 0.07% 705 0 0.0% Q2 2026 Aug 17, 2026
Godfrey Financial Associates, Inc. History No change 2,337 115 0.09% 0.09% 706 0 0.0% Q2 2026 Aug 11, 2026
Harborfront Financial Group LLC History No change 2,317 114 0.43% 0.43% 707 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 2,308 113 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History No change 2,278 112 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 10, 2026
Signature Equity Partners, LLC History No change 2,248 110 0.05% 0.05% 710 0 0.0% Q2 2026 Jul 30, 2026
UMB Bank, n.a. History No change 2,151 106 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Added to 2,155 105 0.0% 0.0% 712 +817 61.06% Q3 2026 Oct 08, 2026
VANGUARD ADVISERS INC History No change 2,076 102 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History No change 1,995 98 0.02% 0.02% 714 0 0.0% Q2 2026 Jul 10, 2026
Colonial Trust Co / SC History No change 1,991 98 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 11, 2026
MOTCO History No change 1,984 97 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 31, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,964 97 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 1,950 93 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 27, 2026
Asset Dedication, LLC History No change 1,876 92 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 30, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,803 88 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,760 86 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Strategies CORP History No change 1,600 78 0.04% 0.04% 722 0 0.0% Q2 2026 Jul 08, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,490 73 0.04% 0.04% 723 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,457 71 0.03% 0.03% 724 0 0.0% Q2 2026 Aug 04, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,370 67 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 27, 2026
Torren Management, LLC History No change 1,364 67 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 10, 2026
Blue Trust, Inc. History No change 1,343 66 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 1,329 65 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 31, 2026
Global Trust Asset Management, LLC History No change 1,300 64 0.02% 0.02% 729 0 0.0% Q2 2026 Aug 03, 2026
Archer Investment Corp History No change 1,270 62 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 03, 2026
Banco de Sabadell, S.A History No change 1,180 58 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 04, 2026
ESL Trust Services, LLC History No change 1,115 54 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 13, 2026
Hickory Point Bank & Trust History No change 1,122 54 0.03% 0.03% 733 0 0.0% Q3 2026 Oct 01, 2026
BOKF, NA History No change 1,046 51 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 968 47 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 23, 2026
FNY Investment Advisers, LLC History No change 900 44 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 08, 2026
DiNuzzo Private Wealth, Inc. History No change 909 44 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 10, 2026
Ancora Advisors LLC History No change 876 43 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 856 42 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 30, 2026
Essential Investment Partners LLC History No change 871 42 0.03% 0.03% 740 0 0.0% Q2 2026 Jul 15, 2026
North Star Investment Management Corp. History No change 800 39 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 28, 2026
TD Capital Management LLC History No change 781 38 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 06, 2026
Hughes Financial Services, LLC History No change 774 38 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 769 37 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 20, 2026
Triumph Capital Management History No change 750 36 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 20, 2026
Bay Harbor Wealth Management, LLC History No change 740 36 0.01% 0.01% 746 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History Reduced 661 32 0.0% 0.0% 748 -141 -17.58% Q3 2026 Oct 02, 2026
Russell Investments Group, Ltd. History No change 652 32 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 06, 2026
Pflug Koory, LLC History No change 584 28 0.01% 0.01% 749 0 0.0% Q2 2026 Jul 21, 2026
Indiana Trust & Investment Management Co History No change 560 27 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 22, 2026
ARVEST INVESTMENTS, INC. History No change 536 26 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Partners, Ltd. History No change 522 25 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 513 25 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 04, 2026
First Command Advisory Services, Inc. History No change 464 22 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 420 20 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 415 20 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 398 19 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 27, 2026
JNBA Financial Advisors History No change 329 16 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 305 15 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 28, 2026
BankPlus Trust Department History No change 300 14 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 275 13 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 07, 2026
TOTH FINANCIAL ADVISORY CORP History No change 262 12 0.0% 0.0% 762 0 0.0% Q3 2026 Oct 08, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 263 12 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 07, 2026
Hanson & Doremus Investment Management History No change 237 12 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 29, 2026
SIMPLEX TRADING, LLC History No change 247 12 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 12, 2026
Whipplewood Advisors, LLC History No change 263 12 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 230 11 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 23, 2026
Y.D. More Investments Ltd History No change 240 11 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 05, 2026
Central Pacific Bank - Trust Division History Added to 181 8 0.0% 0.0% 770 +26 16.77% Q3 2026 Oct 05, 2026
Glass Jacobson Investment Advisors llc History No change 165 8 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 30, 2026
Roble, Belko & Company, Inc History No change 139 7 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 117 6 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 111 5 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 51 2 0.0% 0.0% 774 -133 -72.28% Q3 2026 Oct 05, 2026
Golden State Wealth Management, LLC History No change 45 2 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 54 2 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Independent Advisors History No change 45 2 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 04, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 35 1 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
Gradient Investments LLC History Closed out 0 0 — 0.0% — -4,131 -100.0% Q3 2026 Oct 08, 2026
GHP Investment Advisors, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Jul 21, 2026