FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - CIBR

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
BANK OF AMERICA CORP /DE/ History No change 14,684,507 1,319,402 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 13,493,839 1,212,421 0.06% 0.06% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 6,324,451 568,251 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 5,868,755 527,307 0.07% 0.07% 4 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 4,695,411 421,882 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,461,122 306,309 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 12, 2026
Daiichi Life International Holdings LLC History No change 2,408 216,359 6.86% 6.86% 7 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 2,209,858 198,556 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,202,840 197,925 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,990,479 178,919 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,227,217 110,160 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,153,710 103,660 0.13% 0.13% 12 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 1,052,664 94,581 0.09% 0.09% 13 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 996,780 89,560 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 790,075 70,988 0.16% 0.16% 15 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 789,156 70,905 0.02% 0.02% 16 0 0.0% Q2 2026 Sep 23, 2026
OSAIC HOLDINGS, INC. History No change 744,792 66,940 0.08% 0.08% 17 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 732,893 65,855 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 674,848 60,635 0.97% 0.97% 19 0 0.0% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History No change 674,005 60,559 2.19% 2.19% 20 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 555,088 49,874 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 489,978 44,024 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 472,791 42,480 0.19% 0.19% 23 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 438,772 39,423 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 424,814 38,169 0.12% 0.12% 25 0 0.0% Q2 2026 Jul 28, 2026
Rockport Wealth LLC History No change 351,463 31,579 5.31% 5.31% 26 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 345,143 31,011 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 361,569 30,870 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 341,020 30,640 0.33% 0.33% 29 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 339,713 30,523 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 305,589 27,457 0.03% 0.03% 31 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 291,507 26,192 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 253,046 22,736 0.27% 0.27% 33 0 0.0% Q2 2026 Aug 13, 2026
Intellus Advisors LLC History No change 241,259 21,677 2.63% 2.63% 34 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 237,312 21,322 0.23% 0.23% 35 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 229,012 20,576 0.12% 0.12% 36 0 0.0% Q2 2026 Aug 17, 2026
Marks Wealth, LLC History No change 223,913 20,118 4.36% 4.36% 37 0 0.0% Q2 2026 Jul 29, 2026
Procyon Advisors, LLC History No change 221,110 19,866 0.86% 0.86% 38 0 0.0% Q2 2026 Jul 09, 2026
Clearwater Capital Advisors, LLC History No change 212,657 19,107 1.4% 1.4% 39 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 201,338 18,090 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 200,608 18,024 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 199,990 17,969 0.3% 0.3% 42 0 0.0% Q2 2026 Jul 31, 2026
American Financial Advisors, LLC History No change 198,104 17,799 2.14% 2.14% 43 0 0.0% Q2 2026 Jul 14, 2026
Legacy Edge Advisors, LLC History No change 197,558 17,750 1.63% 1.63% 44 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 194,996 17,520 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 192,718 17,315 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 188,709 16,989 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 179,786 16,153 1.94% 1.94% 48 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 177,400 15,939 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 168,076 15,101 0.1% 0.1% 50 0 0.0% Q2 2026 Sep 08, 2026
D.A. DAVIDSON & CO. History No change 166,788 14,985 0.08% 0.08% 51 0 0.0% Q2 2026 Jul 24, 2026
Maniro Ltd History No change 165,740 14,891 3.34% 3.34% 52 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 161,395 14,501 0.27% 0.27% 53 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 160,318 14,404 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 159,417 14,323 0.27% 0.27% 55 0 0.0% Q2 2026 Jul 15, 2026
Parker Investment Management, LLC History No change 155,120 13,937 1.06% 1.06% 56 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 154,397 13,873 0.85% 0.85% 57 0 0.0% Q2 2026 Jul 21, 2026
PRUDENTIAL PLC History No change 154,000 13,836 0.08% 0.08% 58 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 152,188 13,674 0.29% 0.29% 59 0 0.0% Q2 2026 Jul 29, 2026
Key Client Fiduciary Advisors, LLC History No change 146,871 13,196 3.81% 3.81% 60 0 0.0% Q2 2026 Jul 09, 2026
Sanctuary Advisors, LLC History No change 143,310 12,876 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 141,543 12,717 0.19% 0.19% 62 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 138,670 12,459 0.08% 0.08% 63 0 0.0% Q2 2026 Jul 20, 2026
Destiny Wealth Partners, LLC History No change 133,375 12,247 1.73% 1.73% 64 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 135,021 12,138 0.18% 0.18% 65 0 0.0% Q2 2026 Jul 15, 2026
JANE STREET GROUP, LLC History No change 133,536 11,998 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 132,296 11,886 0.71% 0.71% 67 0 0.0% Q2 2026 Aug 05, 2026
CITADEL ADVISORS LLC History No change 130,400 11,716 0.0% 0.0% 68 0 0.0% Q2 2026 Sep 02, 2026
Steward Partners Investment Advisory, LLC History No change 124,658 11,200 0.06% 0.06% 69 0 0.0% Q2 2026 Aug 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 124,520 11,188 0.87% 0.87% 70 0 0.0% Q2 2026 Jul 16, 2026
Kiker Wealth Management, LLC History No change 123,750 11,118 4.34% 4.34% 71 0 0.0% Q2 2026 Jul 30, 2026
PTM WEALTH MANAGEMENT, LLC History No change 124,276 10,985 4.95% 4.95% 72 0 0.0% Q2 2026 Aug 06, 2026
Plotkin Financial Advisors, LLC History No change 120,316 10,810 4.49% 4.49% 73 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 116,333 10,688 0.02% 0.02% 74 0 0.0% Q2 2026 Jul 15, 2026
Dunhill Financial, LLC History No change 118,022 10,643 2.18% 2.18% 75 0 0.0% Q2 2026 Aug 07, 2026
Pine Valley Investments Ltd Liability Co History No change 114,095 10,251 0.4% 0.4% 76 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 113,484 10,196 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 110,683 9,944 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 107,368 9,647 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 12, 2026
IAM Advisory, LLC History No change 106,887 9,603 1.87% 1.87% 80 0 0.0% Q2 2026 Jul 14, 2026
Hobart Private Capital, LLC History No change 106,622 9,580 1.64% 1.64% 81 0 0.0% Q2 2026 Jul 06, 2026
Warner Group LLC History No change 106,545 9,572 2.36% 2.36% 82 0 0.0% Q2 2026 Jul 27, 2026
SCOTIA CAPITAL INC. History No change 105,101 9,443 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 104,513 9,390 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 104,500 9,389 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 12, 2026
Frisch Financial Group, Inc. History No change 102,751 9,232 1.58% 1.58% 86 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 101,698 9,128 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History No change 96,478 8,668 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History No change 96,201 8,643 0.85% 0.85% 89 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 96,165 8,640 0.15% 0.15% 90 0 0.0% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History No change 92,862 8,343 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 79,411 8,186 0.22% 0.21% 92 -577 -0.72% Q3 2026 Oct 02, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 88,264 7,930 0.17% 0.17% 93 0 0.0% Q2 2026 Jul 17, 2026
O'Connor Financial Group LLC History No change 88,038 7,910 2.8% 2.8% 94 0 0.0% Q2 2026 Jul 17, 2026
STEPHENS INC /AR/ History No change 87,162 7,831 0.09% 0.09% 95 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 87,095 7,825 0.2% 0.2% 96 0 0.0% Q2 2026 Aug 07, 2026
BIP Wealth, LLC History No change 86,330 7,756 0.22% 0.22% 97 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 85,166 7,652 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
Phoenix Financial Ltd. History No change 81,875 7,356 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 11, 2026
FAGAN ASSOCIATES, INC. History No change 81,789 7,348 0.9% 0.9% 100 0 0.0% Q2 2026 Aug 04, 2026
Rooted Wealth Advisors, Inc. History No change 80,833 7,262 1.78% 1.78% 101 0 0.0% Q2 2026 Jul 28, 2026
Dala Group, LLC History No change 80,587 7,240 5.96% 5.96% 102 0 0.0% Q2 2026 Aug 10, 2026
StoneCrest Wealth Management, Inc. History No change 79,976 7,185 2.3% 2.3% 103 0 0.0% Q2 2026 Jul 09, 2026
OPPENHEIMER & CO INC History No change 78,949 7,093 0.08% 0.08% 104 0 0.0% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History No change 78,732 7,074 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 07, 2026
ABLE Financial Group, LLC History No change 78,075 7,015 1.18% 1.18% 106 0 0.0% Q2 2026 Jul 22, 2026
SageGuard Financial Group, LLC History No change 77,590 6,971 0.98% 0.98% 107 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 76,258 6,851 0.07% 0.07% 108 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 76,156 6,844 0.06% 0.06% 109 0 0.0% Q2 2026 Jul 24, 2026
Cresset Asset Management, LLC History No change 75,247 6,760 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 73,655 6,617 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 73,129 6,570 0.16% 0.16% 112 0 0.0% Q2 2026 Aug 13, 2026
Gaddis Premier Wealth Advisors LLC History No change 72,397 6,504 3.95% 3.95% 113 0 0.0% Q2 2026 Aug 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 72,138 6,481 1.47% 1.47% 114 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 72,122 6,480 0.09% 0.09% 115 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 71,175 6,395 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 18, 2026
Independent Advisor Alliance History No change 71,107 6,388 0.15% 0.15% 117 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 70,338 6,319 0.13% 0.13% 118 0 0.0% Q2 2026 Aug 14, 2026
Granite Investment Partners, LLC History No change 70,045 6,293 0.32% 0.32% 119 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 69,526 6,247 0.16% 0.16% 120 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 68,725 6,174 0.07% 0.07% 121 0 0.0% Q2 2026 Aug 04, 2026
Grey Ledge Advisors, LLC History No change 67,727 6,085 1.22% 1.22% 122 0 0.0% Q2 2026 Jul 27, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 66,747 5,997 1.1% 1.1% 123 0 0.0% Q2 2026 Aug 14, 2026
Concentrum Wealth Management History No change 65,900 5,921 1.42% 1.42% 124 0 0.0% Q2 2026 Aug 06, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 65,414 5,877 0.11% 0.11% 125 0 0.0% Q2 2026 Aug 13, 2026
WealthCare Investment Partners, LLC History No change 64,437 5,789 1.41% 1.41% 126 0 0.0% Q2 2026 Aug 10, 2026
Mainsail Financial Group, LLC History No change 63,814 5,733 1.95% 1.95% 127 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 63,566 5,711 0.05% 0.05% 128 0 0.0% Q2 2026 Jul 27, 2026
Kingsview Wealth Management, LLC History No change 62,270 5,594 0.07% 0.07% 129 0 0.0% Q2 2026 Aug 18, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 61,198 5,498 0.21% 0.21% 130 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 60,230 5,420 0.52% 0.52% 131 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 60,180 5,407 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 60,070 5,397 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 05, 2026
Laurel Wealth Advisors LLC History No change 59,892 5,381 0.52% 0.52% 134 0 0.0% Q2 2026 Jul 17, 2026
ASSETMARK, INC History No change 58,664 5,270 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 30, 2026
PACIFIC SUN FINANCIAL CORP History No change 58,451 5,251 2.17% 2.17% 136 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 56,299 5,058 0.2% 0.2% 137 0 0.0% Q2 2026 Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 55,833 5,016 0.24% 0.24% 138 0 0.0% Q2 2026 Jul 23, 2026
CASCADE INVESTMENT GROUP, INC. History No change 55,714 5,005 2.81% 2.81% 139 0 0.0% Q2 2026 Jul 23, 2026
Vise Technologies, Inc. History No change 55,219 4,961 0.06% 0.06% 140 0 0.0% Q2 2026 Aug 10, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 55,377 4,895 0.92% 0.92% 141 0 0.0% Q2 2026 Jul 27, 2026
NEVILLE RODIE & SHAW INC History No change 54,465 4,894 0.32% 0.32% 142 0 0.0% Q2 2026 Jul 06, 2026
Proactive Wealth Strategies LLC History No change 53,815 4,835 0.78% 0.78% 143 0 0.0% Q2 2026 Aug 10, 2026
PCG Wealth Advisors, LLC History No change 53,448 4,802 1.07% 1.07% 144 0 0.0% Q2 2026 Aug 03, 2026
SFI Advisors, LLC History No change 52,896 4,752 4.1% 4.1% 145 0 0.0% Q2 2026 Jul 27, 2026
McCollum Christoferson Group LLC History No change 52,536 4,720 1.38% 1.38% 146 0 0.0% Q2 2026 Jul 13, 2026
Moors & Cabot, Inc. History No change 52,330 4,701 0.18% 0.18% 147 0 0.0% Q2 2026 Aug 10, 2026
Vivid Wealth Management, LLC History No change 52,138 4,684 1.65% 1.65% 148 0 0.0% Q2 2026 Jul 28, 2026
Moran Wealth Management, LLC History No change 51,258 4,605 0.13% 0.13% 149 0 0.0% Q2 2026 Aug 05, 2026
High Point Wealth Management, LLC History No change 50,935 4,576 3.74% 3.74% 150 0 0.0% Q2 2026 Jul 20, 2026
Cerity Partners LLC History No change 50,918 4,575 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
Abbot Financial Management, Inc. History No change 50,823 4,566 1.56% 1.56% 152 0 0.0% Q2 2026 Aug 06, 2026
WESPAC Advisors SoCal, LLC History No change 49,600 4,456 0.8% 0.8% 153 0 0.0% Q2 2026 Jul 16, 2026
Geneos Wealth Management Inc. History No change 49,589 4,455 0.09% 0.09% 154 0 0.0% Q2 2026 Aug 06, 2026
Rathbones Group PLC History No change 49,317 4,431 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 23, 2026
MEITAV INVESTMENT HOUSE LTD History No change 49,135 4,414 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 20, 2026
FLOYD FINANCIAL GROUP LLC History No change 46,418 4,397 2.87% 2.87% 157 0 0.0% Q2 2026 Jul 22, 2026
Cerro Pacific Wealth Advisors LLC History No change 48,298 4,339 0.98% 0.98% 158 0 0.0% Q2 2026 Jul 15, 2026
EPG Wealth Management LLC History No change 48,203 4,331 1.04% 1.04% 159 0 0.0% Q2 2026 Jul 28, 2026
SFMG, LLC History No change 47,580 4,275 0.26% 0.26% 160 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 47,385 4,257 0.13% 0.13% 161 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 45,861 4,120 0.06% 0.06% 162 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 45,542 4,092 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 45,470 4,085 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 05, 2026
Silverleafe Capital Partners, LLC History Added to 39,332 4,054 1.15% 0.1% 165 +35,302 875.98% Q3 2026 Oct 02, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 44,857 4,030 0.45% 0.45% 166 0 0.0% Q2 2026 Jul 09, 2026
Florin Court Capital LLP History No change 44,700 4,016 6.56% 6.56% 167 0 0.0% Q2 2026 Aug 04, 2026
Gateway Wealth Partners, LLC History No change 44,678 4,014 0.24% 0.24% 168 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 44,462 3,994 0.36% 0.36% 169 0 0.0% Q2 2026 Jul 22, 2026
IHT Wealth Management, LLC History No change 44,318 3,982 0.08% 0.08% 170 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 44,041 3,957 0.12% 0.12% 171 0 0.0% Q2 2026 Aug 11, 2026
LeConte Wealth Management, LLC History No change 44,045 3,957 2.16% 2.16% 172 0 0.0% Q2 2026 Aug 07, 2026
HERBST GROUP, LLC History No change 42,661 3,833 2.09% 2.09% 173 0 0.0% Q2 2026 Jul 09, 2026
Triumph Capital Management History No change 42,166 3,788 0.69% 0.69% 174 0 0.0% Q2 2026 Jul 20, 2026
LANARK FINANCIAL, INC. History No change 41,890 3,763 0.25% 0.25% 175 0 0.0% Q2 2026 Jul 21, 2026
Concorde Asset Management, LLC History No change 41,875 3,762 2.18% 2.18% 176 0 0.0% Q2 2026 Aug 18, 2026
Coastal Bridge Advisors, LLC History No change 40,723 3,658 0.23% 0.23% 177 0 0.0% Q2 2026 Aug 17, 2026
Capital Investment Advisory Services, LLC History No change 40,453 3,634 0.22% 0.22% 178 0 0.0% Q2 2026 Jul 23, 2026
FMR LLC History No change 40,248 3,616 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 40,275 3,610 0.15% 0.15% 180 0 0.0% Q2 2026 Aug 12, 2026
Williams Jones Wealth Management, LLC. History No change 40,088 3,601 0.04% 0.04% 181 0 0.0% Q2 2026 Aug 05, 2026
Intrinsic Edge Capital Management LLC History No change 40,000 3,594 0.37% 0.37% 182 0 0.0% Q2 2026 Aug 12, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 16,029 3,588 0.96% 0.96% 183 0 0.0% Q2 2026 Aug 13, 2026
Spectrum Wealth Advisory Group, LLC History No change 38,955 3,500 1.0% 1.0% 184 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 37,902 3,405 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 03, 2026
Investment Advisory Services Group LLC History No change 37,851 3,400 2.49% 2.49% 186 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial, LLC History No change 36,959 3,320 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 36,917 3,317 0.23% 0.23% 188 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 36,913 3,316 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 36,276 3,259 0.08% 0.08% 190 0 0.0% Q2 2026 Jul 29, 2026
FLAGSTAR SECURITIES, INC History No change 36,125 3,245 0.98% 0.98% 191 0 0.0% Q2 2026 Jul 15, 2026
LFA - Lugano Financial Advisors SA History No change 37,074 3,228 1.94% 1.94% 192 0 0.0% Q2 2026 Jul 28, 2026
Granite Bay Wealth Management, LLC History No change 35,836 3,220 0.3% 0.3% 193 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 35,770 3,213 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 14, 2026
Markowski Investments History No change 35,607 3,199 0.7% 0.7% 195 0 0.0% Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History No change 35,468 3,186 0.21% 0.21% 196 0 0.0% Q2 2026 Aug 12, 2026
VICTORY FINANCIAL GROUP, LLC History No change 35,252 3,167 0.33% 0.33% 197 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 34,684 3,160 0.19% 0.19% 198 0 0.0% Q2 2026 Jul 22, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 35,159 3,159 0.6% 0.6% 199 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 34,962 3,141 0.03% 0.03% 200 0 0.0% Q2 2026 Aug 06, 2026
CONDOR CAPITAL MANAGEMENT History No change 34,751 3,122 0.23% 0.23% 201 0 0.0% Q2 2026 Aug 12, 2026
Bison Wealth, LLC History No change 33,504 3,112 0.29% 0.29% 202 0 0.0% Q2 2026 Jul 07, 2026
Clear Creek Financial Management, LLC History No change 34,434 3,093 0.2% 0.2% 203 0 0.0% Q2 2026 Jul 27, 2026
Wealthspire Advisors, LLC History No change 34,403 3,091 0.02% 0.02% 204 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 34,318 3,083 0.06% 0.06% 205 0 0.0% Q2 2026 Jul 09, 2026
Sage Capital Management, LLC History No change 34,239 3,077 1.2% 1.2% 206 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 33,214 2,984 0.07% 0.07% 207 0 0.0% Q2 2026 Jul 31, 2026
Bravera Wealth History No change 33,218 2,984 1.14% 1.14% 208 0 0.0% Q2 2026 Jul 23, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 32,789 2,946 1.56% 1.56% 209 0 0.0% Q2 2026 Aug 13, 2026
Sherman Asset Management, Inc. History No change 32,577 2,927 2.27% 2.27% 210 0 0.0% Q2 2026 Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 32,437 2,914 1.33% 1.33% 211 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 32,381 2,909 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 13, 2026
Merkkuri Wealth Advisors LLC History No change 32,233 2,896 1.8% 1.8% 213 0 0.0% Q2 2026 Jul 27, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 31,293 2,811 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 31,035 2,788 0.33% 0.33% 215 0 0.0% Q2 2026 Jul 22, 2026
FULTON BANK, N.A. History No change 30,880 2,774 0.08% 0.08% 216 0 0.0% Q2 2026 Jul 09, 2026
SeaCrest Wealth Management, LLC History No change 30,643 2,753 0.3% 0.3% 217 0 0.0% Q2 2026 Jul 09, 2026
Ironsides Asset Advisors, LLC History No change 30,215 2,714 0.64% 0.64% 218 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 30,201 2,713 0.04% 0.04% 219 0 0.0% Q2 2026 Aug 05, 2026
Advantage Trust Co History No change 30,074 2,702 0.95% 0.95% 220 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 29,465 2,647 0.09% 0.09% 221 0 0.0% Q2 2026 Jul 31, 2026
HBK Sorce Advisory LLC History No change 26,899 2,624 0.05% 0.05% 222 0 0.0% Q2 2026 Aug 06, 2026
Elequin Capital, LP History No change 29,029 2,608 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 13, 2026
Purus Wealth Management, LLC History No change 29,015 2,607 0.72% 0.72% 224 0 0.0% Q2 2026 Jul 13, 2026
Fiduciary Alliance LLC History No change 29,008 2,606 0.18% 0.18% 225 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 28,652 2,574 0.13% 0.13% 226 0 0.0% Q2 2026 Aug 04, 2026
WCG Wealth Advisors LLC History No change 28,084 2,523 0.06% 0.06% 227 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 28,050 2,520 0.21% 0.21% 228 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 27,956 2,511 0.37% 0.37% 229 0 0.0% Q2 2026 Jul 21, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 27,928 2,509 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 27,536 2,474 0.08% 0.08% 231 0 0.0% Q2 2026 Jul 17, 2026
SCS Capital Management LLC History No change 27,494 2,470 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 27,476 2,468 0.07% 0.07% 233 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 26,985 2,424 0.07% 0.07% 234 0 0.0% Q2 2026 Jul 07, 2026
Mariner, LLC History No change 26,873 2,414 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History No change 26,055 2,341 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 03, 2026
PFG Investments, LLC History No change 26,047 2,340 0.09% 0.09% 237 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 25,923 2,329 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 25,658 2,305 0.11% 0.11% 239 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 25,568 2,297 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 19, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 25,435 2,285 0.09% 0.09% 241 0 0.0% Q2 2026 Jul 22, 2026
Stegent Equity Advisors, Inc. History No change 25,260 2,269 1.63% 1.63% 242 0 0.0% Q2 2026 Jul 29, 2026
DAVENPORT & Co LLC History No change 25,228 2,266 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 13, 2026
IFP Advisors, Inc History No change 24,760 2,224 0.04% 0.04% 244 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 24,520 2,203 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 06, 2026
Guardian Asset Advisors, LLC History No change 24,486 2,200 1.01% 1.01% 246 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 24,296 2,183 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 07, 2026
Melone Private Wealth, LLC History No change 24,166 2,171 0.83% 0.83% 248 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 23,506 2,111 0.07% 0.07% 249 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 23,256 2,089 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 23,220 2,085 0.03% 0.03% 251 0 0.0% Q2 2026 Jul 22, 2026
Callan Family Office, LLC History No change 23,041 2,070 0.04% 0.04% 252 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 22,997 2,066 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 22,900 2,057 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 19,516 2,052 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD SECURITIES, INC. History No change 22,687 2,038 0.12% 0.12% 256 0 0.0% Q2 2026 Jul 15, 2026
Transcendent Capital Group LLC History No change 22,683 2,038 0.79% 0.79% 257 0 0.0% Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History No change 22,622 2,032 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 22,326 2,005 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 27, 2026
Sovran Advisors, LLC History No change 22,566 2,003 0.15% 0.15% 260 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Consulting Group, LLC History No change 22,104 1,986 0.08% 0.08% 261 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 21,988 1,975 0.08% 0.08% 262 0 0.0% Q2 2026 Jul 22, 2026
CARLSON FINANCIAL, INC. History No change 21,886 1,966 1.0% 1.0% 263 0 0.0% Q2 2026 Aug 24, 2026
Forefront Wealth Partners, LLC History No change 21,793 1,958 0.61% 0.61% 264 0 0.0% Q2 2026 Aug 20, 2026
Magnus Financial Group LLC History No change 21,692 1,949 0.14% 0.14% 265 0 0.0% Q2 2026 Jul 09, 2026
Ethos Financial Group, LLC History No change 21,805 1,936 0.13% 0.13% 266 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 21,540 1,935 0.22% 0.22% 267 0 0.0% Q2 2026 Jul 29, 2026
Kropog Financial Group, LLC History No change 21,433 1,925 1.36% 1.36% 268 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 21,037 1,890 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 10, 2026
Goldstone Financial Group, LLC History No change 20,772 1,866 0.17% 0.17% 270 0 0.0% Q2 2026 Aug 11, 2026
Midwest Financial Group LLC History No change 20,707 1,860 0.65% 0.65% 271 0 0.0% Q2 2026 Jul 21, 2026
Sage Mountain Advisors LLC History No change 20,591 1,850 0.11% 0.11% 272 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 20,517 1,843 0.02% 0.02% 273 0 0.0% Q2 2026 Jul 15, 2026
O'ROURKE & COMPANY, Inc History No change 20,096 1,805 0.63% 0.63% 274 0 0.0% Q2 2026 Aug 14, 2026
TPG Advisors LLC History No change 20,077 1,803 0.99% 0.99% 275 0 0.0% Q2 2026 Jul 29, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 19,956 1,793 0.54% 0.54% 276 0 0.0% Q2 2026 Jul 14, 2026
MIRAMONTES CAPITAL, LLC History No change 19,642 1,764 0.55% 0.55% 277 0 0.0% Q2 2026 Sep 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 19,556 1,757 0.07% 0.07% 278 0 0.0% Q2 2026 Jul 27, 2026
Valtrion Capital Management, LLC History No change 19,492 1,751 1.3% 1.3% 279 0 0.0% Q2 2026 Aug 14, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 19,234 1,728 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 19,000 1,707 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 18,879 1,696 0.08% 0.08% 282 0 0.0% Q2 2026 Aug 10, 2026
Fearless Solutions, LLC dba Best Invest History No change 18,793 1,688 0.89% 0.89% 283 0 0.0% Q2 2026 Jul 21, 2026
MMBG INVESTMENT ADVISORS CO. History No change 18,532 1,665 0.13% 0.13% 284 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 18,482 1,660 0.02% 0.02% 285 0 0.0% Q2 2026 Jul 28, 2026
Mayflower Financial Advisors, LLC History No change 18,456 1,658 0.14% 0.14% 286 0 0.0% Q2 2026 Jul 09, 2026
Farther Finance Advisors, LLC History No change 18,145 1,630 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 17, 2026
TD Capital Management LLC History No change 18,113 1,627 0.13% 0.13% 288 0 0.0% Q2 2026 Aug 06, 2026
Jacobi Capital Management LLC History No change 18,095 1,625 0.08% 0.08% 289 0 0.0% Q2 2026 Jul 31, 2026
Ignite Planners, LLC History No change 18,020 1,620 0.22% 0.22% 290 0 0.0% Q2 2026 Jul 23, 2026
Legacy Wealth Managment, LLC/ID History No change 17,991 1,616 0.67% 0.67% 291 0 0.0% Q2 2026 Aug 13, 2026
BANK HAPOALIM BM History No change 17,802 1,600 0.11% 0.11% 292 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Financial Services LLC History No change 17,817 1,600 0.08% 0.08% 293 0 0.0% Q2 2026 Aug 11, 2026
Koa Wealth Management, LLC History No change 17,580 1,579 1.07% 1.07% 294 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Financial Group, Inc. History No change 17,538 1,575 0.49% 0.49% 295 0 0.0% Q2 2026 Jul 28, 2026
Macro Advisors, Inc. History No change 17,249 1,549 0.49% 0.49% 296 0 0.0% Q2 2026 Aug 11, 2026
Solutions 4 Wealth, Ltd History No change 17,197 1,545 1.99% 1.99% 297 0 0.0% Q2 2026 Jul 29, 2026
Curran Financial Partners, LLC History No change 17,065 1,533 0.23% 0.23% 298 0 0.0% Q2 2026 Aug 12, 2026
Wealth Watch Advisors, INC History No change 17,015 1,528 0.5% 0.5% 299 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 16,936 1,521 0.1% 0.1% 300 0 0.0% Q2 2026 Aug 07, 2026
Koshinski Asset Management, Inc. History No change 16,920 1,520 0.08% 0.08% 301 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 16,862 1,515 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 16,780 1,507 0.45% 0.45% 303 0 0.0% Q2 2026 Jul 27, 2026
Emerald Advisors, LLC History No change 16,637 1,494 0.19% 0.19% 304 0 0.0% Q2 2026 Jul 20, 2026
Crown Wealth Group, LLC History No change 16,600 1,491 0.38% 0.38% 305 0 0.0% Q2 2026 Jul 21, 2026
Ayalon Insurance Comp Ltd. History No change 16,350 1,469 0.18% 0.18% 306 0 0.0% Q2 2026 Jul 13, 2026
BURKE & HERBERT BANK & TRUST CO History No change 10,609 1,468 0.36% 0.36% 307 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 16,307 1,465 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 16,312 1,465 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 29, 2026
Aster Capital Management (DIFC) Ltd History No change 16,200 1,455 0.31% 0.31% 310 0 0.0% Q2 2026 Aug 14, 2026
Wisconsin Wealth Advisors, LLC History No change 15,904 1,428 1.22% 1.22% 311 0 0.0% Q2 2026 Jul 07, 2026
Advisory Services Network, LLC History No change 15,754 1,415 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 12, 2026
Ellis Investment Partners, LLC History No change 15,699 1,410 0.21% 0.21% 313 0 0.0% Q2 2026 Aug 05, 2026
Moss Adams Wealth Advisors LLC History No change 15,684 1,409 0.09% 0.09% 314 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 14,790 1,390 0.17% 0.17% 315 0 0.0% Q2 2026 Aug 12, 2026
Garden State Investment Advisory Services LLC History No change 15,409 1,384 0.25% 0.25% 316 0 0.0% Q2 2026 Aug 11, 2026
WealthBridge Capital Management, LLC History No change 15,341 1,378 0.27% 0.27% 317 0 0.0% Q2 2026 Jul 24, 2026
James J. Burns & Company, LLC History No change 15,338 1,378 0.15% 0.15% 318 0 0.0% Q2 2026 Aug 06, 2026
CENTAURUS FINANCIAL, INC. History No change 15,134 1,360 0.05% 0.05% 319 0 0.0% Q2 2026 Aug 17, 2026
Belvedere Trading LLC History No change 14,951 1,343 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 14,912 1,339 0.04% 0.04% 321 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 14,773 1,327 0.04% 0.04% 322 0 0.0% Q2 2026 Jul 31, 2026
WealthPlan Investment Management, LLC History No change 14,749 1,325 0.07% 0.07% 323 0 0.0% Q2 2026 Jul 28, 2026
PFG Advisors History No change 14,692 1,320 0.07% 0.07% 324 0 0.0% Q2 2026 Jul 16, 2026
Richard W. Paul & Associates, LLC History No change 14,615 1,313 0.4% 0.4% 325 0 0.0% Q2 2026 Aug 10, 2026
PKS Advisory Services, LLC History No change 14,526 1,304 0.21% 0.21% 326 0 0.0% Q2 2026 Aug 04, 2026
COMMERCE BANK History No change 14,385 1,292 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 12, 2026
Intellectus Partners, LLC History No change 14,373 1,291 0.22% 0.22% 328 0 0.0% Q2 2026 Aug 12, 2026
Endowment Wealth Management, Inc. History No change 14,331 1,287 0.5% 0.5% 329 0 0.0% Q2 2026 Aug 05, 2026
Perigon Wealth Management, LLC History No change 14,273 1,282 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 14,139 1,270 0.09% 0.09% 331 0 0.0% Q2 2026 Jul 07, 2026
Avior Wealth Management, LLC History No change 14,045 1,261 0.03% 0.03% 332 0 0.0% Q2 2026 Jul 07, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 13,930 1,251 0.13% 0.13% 333 0 0.0% Q2 2026 Jul 24, 2026
IMC-Chicago, LLC History No change 13,928 1,251 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 06, 2026
FSM Wealth Advisors, LLC History No change 13,922 1,250 0.13% 0.13% 335 0 0.0% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History No change 13,890 1,247 0.05% 0.05% 336 0 0.0% Q2 2026 Aug 14, 2026
Harvest Investment Services, LLC History No change 13,853 1,244 0.19% 0.19% 337 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 13,808 1,240 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 13,631 1,224 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 13, 2026
Redhawk Wealth Advisors, Inc. History No change 13,437 1,207 0.12% 0.12% 340 0 0.0% Q2 2026 Jul 09, 2026
United Advisor Group, LLC History No change 13,344 1,198 0.13% 0.13% 341 0 0.0% Q2 2026 Jul 29, 2026
MAI Capital Management History No change 13,269 1,192 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 13,226 1,188 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 13,220 1,187 0.13% 0.13% 344 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 13,179 1,184 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 22, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 13,130 1,179 0.06% 0.06% 346 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 13,114 1,178 0.02% 0.02% 347 0 0.0% Q2 2026 Jul 08, 2026
LM Advisors LLC History No change 13,100 1,177 0.14% 0.14% 348 0 0.0% Q2 2026 Aug 12, 2026
Arrowroot Family Office, LLC History No change 13,045 1,172 0.34% 0.34% 349 0 0.0% Q2 2026 Aug 06, 2026
River Street Advisors LLC History No change 12,819 1,151 0.34% 0.34% 350 0 0.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History No change 12,779 1,148 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 06, 2026
BlackRock, Inc. History No change 12,746 1,145 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 12,701 1,141 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 14, 2026
Newman Dignan & Sheerar, Inc. History No change 12,652 1,136 0.22% 0.22% 354 0 0.0% Q2 2026 Jul 14, 2026
One Capital Management, LLC History No change 18,129 1,136 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Advisory LLC History No change 12,640 1,135 0.22% 0.22% 356 0 0.0% Q2 2026 Aug 05, 2026
Alteri Wealth LLC History No change 12,535 1,126 0.31% 0.31% 357 0 0.0% Q2 2026 Jul 29, 2026
Mattern Wealth Management LLC History No change 12,417 1,115 0.18% 0.18% 358 0 0.0% Q2 2026 Jul 23, 2026
Southern Financial Group, LLC History No change 12,400 1,114 0.28% 0.28% 359 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 12,326 1,107 0.15% 0.15% 360 0 0.0% Q2 2026 Aug 11, 2026
Beaumont Asset Management, L.L.C. History No change 12,275 1,102 0.43% 0.43% 361 0 0.0% Q2 2026 Jul 22, 2026
Global Financial Private Client, LLC History No change 12,164 1,092 0.3% 0.3% 362 0 0.0% Q2 2026 Jul 20, 2026
Prepared Retirement Institute LLC History No change 12,130 1,089 0.46% 0.46% 363 0 0.0% Q2 2026 Aug 10, 2026
Fullerton Advisors, LLC History No change 12,127 1,089 1.02% 1.02% 364 0 0.0% Q2 2026 Jul 27, 2026
HighPoint Advisor Group LLC History No change 12,067 1,084 0.04% 0.04% 365 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 12,063 1,083 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 13, 2026
Astoria Portfolio Advisors LLC. History No change 12,034 1,081 0.18% 0.18% 367 0 0.0% Q2 2026 Jul 28, 2026
Cyndeo Wealth Partners, LLC History No change 11,945 1,073 0.05% 0.05% 368 0 0.0% Q2 2026 Jul 21, 2026
CALTON & ASSOCIATES, INC. History No change 11,841 1,063 0.16% 0.16% 369 0 0.0% Q2 2026 Aug 10, 2026
Sun Financial Inc History No change 10,432 1,049 0.49% 0.49% 370 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 11,626 1,044 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 12, 2026
CPR Investments Inc. History No change 11,600 1,042 0.8% 0.8% 372 0 0.0% Q2 2026 Jul 14, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 11,379 1,022 0.4% 0.4% 373 0 0.0% Q2 2026 Jul 21, 2026
PARK AVENUE SECURITIES LLC History No change 11,323 1,017 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 20, 2026
GoalVest Advisory LLC History Added to 46,921 1,012 0.18% 0.14% 375 +38,722 472.28% Q3 2026 Oct 02, 2026
Morey & Quinn Wealth Partners, LLC History No change 11,143 1,001 0.64% 0.64% 376 0 0.0% Q2 2026 Jul 27, 2026
American Institute for Advanced Investment Management, LLP History No change 11,113 998 0.58% 0.58% 377 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 11,091 996 0.08% 0.08% 378 0 0.0% Q2 2026 Aug 06, 2026
Bramshill Investments, LLC History No change 11,000 988 0.08% 0.08% 379 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 10,954 984 0.05% 0.05% 380 0 0.0% Q2 2026 Aug 20, 2026
Mirador Capital Partners LP History No change 10,904 979 0.12% 0.12% 381 0 0.0% Q2 2026 Jul 07, 2026
Paragon Private Wealth Management, LLC History No change 10,867 976 0.25% 0.25% 382 0 0.0% Q2 2026 Jul 28, 2026
Aspen Investment Management Inc History No change 10,849 975 0.26% 0.26% 383 0 0.0% Q2 2026 Jul 17, 2026
APS Management Group, Inc. History No change 10,722 963 0.74% 0.74% 384 0 0.0% Q2 2026 Jul 10, 2026
IEQ CAPITAL, LLC History No change 10,669 958 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 11, 2026
Y.D. More Investments Ltd History No change 10,592 951 0.03% 0.03% 386 0 0.0% Q2 2026 Aug 05, 2026
OLD NATIONAL BANCORP /IN/ History No change 10,505 943 0.02% 0.02% 387 0 0.0% Q2 2026 Jul 15, 2026
YANKCOM Partnership History No change 10,490 942 0.34% 0.34% 388 0 0.0% Q2 2026 Jul 21, 2026
ARWA LLC History No change 10,002 919 0.38% 0.38% 389 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 10,388 911 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 29, 2026
Symphony Financial, Ltd. Co. History No change 10,111 908 0.1% 0.1% 391 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth, LLC/TN History No change 9,644 897 0.45% 0.45% 392 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 9,886 888 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 11, 2026
DeDora Capital, Inc. History No change 9,882 887 0.19% 0.19% 394 0 0.0% Q2 2026 Jul 13, 2026
KFG WEALTH MANAGEMENT, LLC History No change 9,877 887 0.1% 0.1% 395 0 0.0% Q2 2026 Jul 22, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 9,815 881 0.34% 0.34% 396 0 0.0% Q2 2026 Jul 09, 2026
Compound Planning, Inc. History No change 9,755 876 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 04, 2026
Keystone Financial Group History No change 9,703 871 0.05% 0.05% 398 0 0.0% Q2 2026 Jul 29, 2026
SFG Wealth Management, LLC. History No change 9,647 866 0.31% 0.31% 399 0 0.0% Q2 2026 Jul 22, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 9,600 862 0.36% 0.36% 400 0 0.0% Q2 2026 Jul 16, 2026
LJI Wealth Management, LLC History No change 9,499 853 0.12% 0.12% 401 0 0.0% Q2 2026 Jul 31, 2026
KICKSTAND VENTURES, LLC. History No change 9,493 852 0.15% 0.15% 402 0 0.0% Q2 2026 Jul 30, 2026
Keystone Wealth Services, LLC History No change 9,452 849 0.16% 0.16% 403 0 0.0% Q2 2026 Aug 05, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 9,357 840 0.63% 0.63% 404 0 0.0% Q2 2026 Jul 24, 2026
Dakota Wealth Management History No change 9,346 839 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 9,241 830 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 06, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 9,143 821 0.32% 0.32% 407 0 0.0% Q2 2026 Jul 30, 2026
IPG Investment Advisors LLC History No change 9,137 820 0.12% 0.12% 408 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 9,126 819 0.05% 0.05% 409 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 9,081 817 0.26% 0.26% 410 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 9,073 815 0.07% 0.07% 411 0 0.0% Q2 2026 Jul 28, 2026
Triad Wealth Partners, LLC History No change 8,688 815 0.05% 0.05% 412 0 0.0% Q2 2026 Aug 10, 2026
Fortis Advisors, LLC History No change 9,059 813 0.38% 0.38% 413 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 8,989 807 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 8,861 796 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 05, 2026
Worthington Financial Partners, LLC History No change 8,740 785 0.65% 0.65% 416 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 8,709 782 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 8,680 779 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 04, 2026
Glass Jacobson Investment Advisors llc History No change 8,627 775 0.24% 0.24% 419 0 0.0% Q2 2026 Jul 30, 2026
Columbus Macro, LLC History No change 8,621 774 0.08% 0.08% 420 0 0.0% Q2 2026 Jul 22, 2026
Strategic Advisors LLC History No change 8,549 768 0.17% 0.17% 421 0 0.0% Q2 2026 Jul 28, 2026
Kaizen Financial Strategies History No change 8,390 764 0.25% 0.25% 422 0 0.0% Q2 2026 Jul 30, 2026
Bensler, LLC History No change 8,502 763 0.07% 0.07% 423 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY TRUST CO History No change 8,456 759 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 13, 2026
KINTRA WEALTH, LLC History No change 7,412 757 0.04% 0.04% 425 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 8,404 755 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 03, 2026
Caprock Group, LLC History No change 8,397 754 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 27, 2026
Barnes Wealth Management Group, Inc History No change 8,202 736 0.34% 0.34% 428 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 9,799 730 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 8,125 730 0.23% 0.23% 430 0 0.0% Q2 2026 Jul 20, 2026
Global Assets Advisory, LLC History No change 7,931 726 0.16% 0.16% 431 0 0.0% Q2 2026 Jul 27, 2026
Fortune Financial Group, Inc. History No change 8,021 720 0.56% 0.56% 432 0 0.0% Q2 2026 Jul 24, 2026
Rye Brook Capital LLC History No change 8,000 719 0.5% 0.5% 433 0 0.0% Q2 2026 Jul 20, 2026
Juno Financial Group LLC History No change 7,994 718 0.25% 0.25% 434 0 0.0% Q2 2026 Aug 04, 2026
DAVIS R M INC History No change 7,965 715 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History No change 7,900 709 0.02% 0.02% 436 0 0.0% Q2 2026 Aug 05, 2026
Balboa Wealth Partners History No change 7,872 707 0.1% 0.1% 437 0 0.0% Q2 2026 Aug 10, 2026
Balance Wealth Partners LLC History No change 7,811 701 0.19% 0.19% 438 0 0.0% Q2 2026 Jul 21, 2026
Intesa Sanpaolo Wealth Management History No change 7,800 700 0.14% 0.14% 439 0 0.0% Q2 2026 Jul 23, 2026
Allied Private Wealth LLC History No change 7,595 696 0.45% 0.45% 440 0 0.0% Q2 2026 Jul 09, 2026
Castleview Partners, LLC History No change 7,743 695 0.31% 0.31% 441 0 0.0% Q2 2026 Jul 20, 2026
GLENMEDE TRUST CO NA History No change 7,696 691 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 7,649 687 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
Grantvest Financial Group LLC History No change 7,643 686 0.4% 0.4% 444 0 0.0% Q2 2026 Aug 07, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 7,523 682 0.53% 0.53% 445 0 0.0% Q2 2026 Jul 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 6,714 676 0.22% 0.22% 446 0 0.0% Q2 2026 Aug 13, 2026
Triton Wealth Management, PLLC History No change 7,289 668 0.21% 0.21% 447 0 0.0% Q2 2026 Aug 05, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 7,375 662 0.1% 0.1% 448 0 0.0% Q2 2026 Jul 22, 2026
Symphony Financial Services, Inc. History No change 7,373 662 0.3% 0.3% 449 0 0.0% Q2 2026 Jul 22, 2026
Wellington Shields Capital Management, LLC History No change 7,300 655 0.08% 0.08% 450 0 0.0% Q2 2026 Aug 10, 2026
HBW ADVISORY SERVICES LLC History No change 7,257 652 0.06% 0.06% 451 0 0.0% Q2 2026 Jul 16, 2026
Focus Financial Network, Inc. History No change 7,256 651 0.02% 0.02% 452 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 7,215 648 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 7,219 648 0.21% 0.21% 454 0 0.0% Q2 2026 Jul 31, 2026
Altus Wealth Group LLC History No change 7,206 647 0.23% 0.23% 455 0 0.0% Q2 2026 Jul 17, 2026
Richmond Investment Services, LLC History No change 7,179 645 0.2% 0.2% 456 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 7,121 639 0.04% 0.04% 457 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 7,116 639 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 22, 2026
Claro Advisors Inc. History No change 7,054 633 0.07% 0.07% 459 0 0.0% Q2 2026 Jul 30, 2026
Wealth Management Associates, Inc. History No change 6,986 627 0.17% 0.17% 460 0 0.0% Q2 2026 Jul 21, 2026
Betterment LLC History No change 6,966 626 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 6,937 623 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 6,933 622 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 14, 2026
Boreal Capital Management LLC History No change 6,875 617 0.46% 0.46% 464 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 6,811 611 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 17, 2026
TrueWealth Advisors, LLC History No change 6,791 610 0.14% 0.14% 466 0 0.0% Q2 2026 Jul 08, 2026
Kovack Advisors, Inc. History No change 6,725 609 0.03% 0.03% 467 0 0.0% Q2 2026 Jul 28, 2026
Interchange Capital Partners, LLC History No change 6,723 604 0.11% 0.11% 468 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 16 596 0.06% 0.06% 469 0 0.0% Q2 2026 Aug 04, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 6,641 596 0.36% 0.36% 470 0 0.0% Q2 2026 Jul 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 6,633 595 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 20, 2026
Wagner Wealth Management, LLC History No change 6,574 590 0.11% 0.11% 472 0 0.0% Q2 2026 Jul 24, 2026
Westshore Wealth, LLC History No change 6,560 589 0.18% 0.18% 473 0 0.0% Q2 2026 Aug 10, 2026
Delta Investment Management, LLC History No change 6,539 587 0.1% 0.1% 474 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 6,501 584 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 6,491 583 0.07% 0.07% 476 0 0.0% Q2 2026 Aug 14, 2026
Northwest Financial Advisors History No change 6,469 581 0.08% 0.08% 477 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Investment Partners, Inc. History No change 6,464 580 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 13, 2026
Capital Square, LLC History No change 6,320 580 0.25% 0.25% 479 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 6,419 576 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 6,414 576 0.34% 0.34% 481 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 6,359 571 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 06, 2026
Capital CS Group, LLC History No change 6,293 565 0.45% 0.45% 483 0 0.0% Q2 2026 Aug 12, 2026
Sunpointe, LLC History No change 6,266 563 0.16% 0.16% 484 0 0.0% Q2 2026 Jul 24, 2026
Mason & Associates Inc History No change 6,256 562 0.09% 0.09% 485 0 0.0% Q2 2026 Jul 23, 2026
Resurgent Financial Advisors LLC History No change 6,210 557 0.15% 0.15% 486 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 6,165 553 0.03% 0.03% 487 0 0.0% Q2 2026 Aug 11, 2026
Unconventional Investor, LLC History No change 6,073 545 0.23% 0.23% 488 0 0.0% Q2 2026 Aug 18, 2026
Caldwell Trust Co History No change 5,990 538 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 03, 2026
Onyx Bridge Wealth Group LLC History No change 5,973 536 0.05% 0.05% 490 0 0.0% Q2 2026 Jul 23, 2026
Tempo Wealth, LLC History No change 5,876 527 0.08% 0.08% 491 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,821 523 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 23, 2026
Financial Partners Group, Inc History No change 5,820 522 0.05% 0.05% 493 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 5,723 514 0.12% 0.12% 494 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 5,633 506 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 04, 2026
Quantum Private Wealth, LLC History No change 5,581 501 0.13% 0.13% 496 0 0.0% Q2 2026 Jul 29, 2026
Gilman Hill Asset Management, LLC History No change 5,575 500 0.07% 0.07% 497 0 0.0% Q2 2026 Jul 09, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 5,563 499 0.07% 0.07% 498 0 0.0% Q2 2026 Jul 24, 2026
Strategic Blueprint, LLC History No change 5,357 481 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 5,348 480 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 5,283 474 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 5,217 468 0.04% 0.04% 502 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 5,135 461 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 5,119 459 0.03% 0.03% 504 0 0.0% Q2 2026 Aug 14, 2026
Cottage Street Advisors LLC History No change 5,096 457 0.18% 0.18% 505 0 0.0% Q2 2026 Jul 20, 2026
Elmwood Wealth Management, Inc. History No change 5,066 455 0.11% 0.11% 506 0 0.0% Q2 2026 Jul 07, 2026
B. Riley Wealth Advisors, Inc. History No change 5,121 453 0.02% 0.02% 507 0 0.0% Q2 2026 Jul 14, 2026
Maridea Wealth Management LLC History No change 5,023 451 0.05% 0.05% 508 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 5,011 450 0.04% 0.04% 509 0 0.0% Q2 2026 Jul 28, 2026
71 West Capital Partners History No change 4,982 447 0.02% 0.02% 510 0 0.0% Q2 2026 Aug 04, 2026
Joseph Group Capital Management History No change 4,937 443 0.09% 0.09% 511 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 4,928 442 0.06% 0.06% 512 0 0.0% Q2 2026 Aug 04, 2026
Atlas Wealth LLC History No change 4,920 442 0.06% 0.06% 513 0 0.0% Q2 2026 Jul 28, 2026
Valmark Advisers, Inc. History No change 4,861 436 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 06, 2026
WEALTH EFFECTS LLC History No change 4,842 435 0.12% 0.12% 515 0 0.0% Q2 2026 Aug 06, 2026
Nilsine Partners, LLC History No change 4,837 434 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 24, 2026
MBE Wealth Management, LLC History No change 4,742 426 0.15% 0.15% 517 0 0.0% Q2 2026 Jul 24, 2026
BCS Wealth Management History No change 4,750 426 0.08% 0.08% 518 0 0.0% Q2 2026 Jul 16, 2026
FIRST CITIZENS BANK & TRUST CO History No change 4,613 414 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 13, 2026
MTM Investment Management, LLC History No change 4,600 413 0.12% 0.12% 520 0 0.0% Q2 2026 Aug 03, 2026
Archford Capital Strategies, LLC History No change 4,553 409 0.04% 0.04% 521 0 0.0% Q2 2026 Jul 17, 2026
SHARPEPOINT LLC History No change 4,556 409 0.2% 0.2% 522 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,518 405 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
Ally Invest Advisors Inc. History No change 4,435 398 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 13, 2026
Fusion Capital, LLC History No change 4,412 396 0.09% 0.09% 525 0 0.0% Q2 2026 Aug 05, 2026
Pure Financial Advisors, LLC History No change 4,398 395 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 14, 2026
Choice Wealth Advisors LLC History No change 4,387 394 0.14% 0.14% 527 0 0.0% Q2 2026 Jul 09, 2026
Opal Wealth Advisors, LLC History No change 4,386 394 0.09% 0.09% 528 0 0.0% Q2 2026 Jul 20, 2026
Kingdom Financial Group LLC. History No change 4,396 394 0.1% 0.1% 529 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,356 391 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 13, 2026
ProCore Advisors, LLC History No change 4,358 391 0.48% 0.48% 531 0 0.0% Q2 2026 Jul 27, 2026
CHAPIN DAVIS, INC. History No change 4,348 390 0.07% 0.07% 532 0 0.0% Q2 2026 Jul 07, 2026
RWA WEALTH PARTNERS, LLC History No change 4,332 389 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 07, 2026
GK Wealth Management LLC History No change 4,323 388 0.2% 0.2% 534 0 0.0% Q2 2026 Jul 07, 2026
Modera Wealth Management, LLC History No change 4,311 387 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 03, 2026
XTX Topco Ltd History No change 4,315 387 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 6,158 385 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 4,278 384 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 07, 2026
Stablepoint Partners, LLC History No change 4,271 383 0.05% 0.05% 539 0 0.0% Q2 2026 Jul 09, 2026
Plan Group Financial, LLC History No change 4,257 382 0.08% 0.08% 540 0 0.0% Q2 2026 Aug 03, 2026
Indivisible Partners History No change 4,255 382 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 4,174 375 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 4,142 372 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 05, 2026
Sculati Wealth Management, LLC History No change 4,000 369 0.12% 0.12% 544 0 0.0% Q2 2026 Jul 21, 2026
HUB Investment Partners, LLC History No change 4,111 369 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 31, 2026
Walker Asset Management, LLC History No change 4,074 366 0.18% 0.18% 546 0 0.0% Q2 2026 Jul 10, 2026
First County Bank /CT/ History No change 4,000 359 0.17% 0.17% 547 0 0.0% Q2 2026 Jul 02, 2026
Wedmont Private Capital History No change 3,900 358 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 13, 2026
Sound Income Strategies, LLC History No change 3,940 354 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 20, 2026
Aurora Private Wealth, Inc. History No change 3,921 352 0.22% 0.22% 550 0 0.0% Q2 2026 Jul 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 3,887 349 0.13% 0.13% 551 0 0.0% Q2 2026 Jul 08, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 3,878 348 0.02% 0.02% 552 0 0.0% Q2 2026 Aug 11, 2026
Madison Wealth Partners, Inc History No change 3,875 348 0.04% 0.04% 553 0 0.0% Q2 2026 Aug 12, 2026
Stirlingshire Investments, Inc. History No change 3,844 345 0.26% 0.26% 554 0 0.0% Q2 2026 Jul 31, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 3,819 343 0.1% 0.1% 555 0 0.0% Q2 2026 Aug 12, 2026
W1M Asset Management Ltd History No change 3,831 343 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 12, 2026
REAP Financial Group, LLC History No change 3,790 340 0.06% 0.06% 557 0 0.0% Q2 2026 Aug 04, 2026
Z3 Capital Partners, LLC History No change 3,762 337 0.07% 0.07% 558 0 0.0% Q2 2026 Jul 28, 2026
Kestra Investment Management, LLC History No change 3,718 334 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,702 332 0.09% 0.09% 560 0 0.0% Q2 2026 Jul 30, 2026
Acorn Wealth Advisors, LLC History No change 3,703 332 0.08% 0.08% 561 0 0.0% Q2 2026 Jul 30, 2026
LEIGH BALDWIN & CO., LLC History No change 3,687 331 0.18% 0.18% 562 0 0.0% Q2 2026 Aug 13, 2026
tru Independence LLC History No change 3,644 327 0.14% 0.14% 563 0 0.0% Q2 2026 Aug 10, 2026
Omega Financial Group, LLC History No change 3,628 325 0.1% 0.1% 564 0 0.0% Q2 2026 Jul 21, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 3,600 323 0.07% 0.07% 565 0 0.0% Q2 2026 Aug 07, 2026
Facet Wealth, Inc. History No change 3,596 323 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 27, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 3,587 322 0.2% 0.2% 567 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Family Advisors, LLC History No change 3,555 319 0.13% 0.13% 568 0 0.0% Q2 2026 Aug 14, 2026
Fortis Capital Advisors, LLC History No change 3,539 317 0.04% 0.04% 569 0 0.0% Q2 2026 Jul 31, 2026
ExodusPoint Capital Management, LP History No change 3,500 314 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 14, 2026
GRANVILLE CAPITAL, INC. History No change 3,493 313 0.14% 0.14% 571 0 0.0% Q2 2026 Aug 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 3,476 312 0.08% 0.08% 572 0 0.0% Q2 2026 Jul 24, 2026
Valued Retirements, Inc. History No change 3,473 312 0.28% 0.28% 573 0 0.0% Q2 2026 Aug 13, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 3,462 311 0.03% 0.03% 574 0 0.0% Q2 2026 Jul 09, 2026
Impact Partnership Wealth, LLC History No change 3,468 311 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 29, 2026
DRW Securities, LLC History No change 3,458 310 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 14, 2026
Team Financial Group, LLC History No change 3,457 310 0.13% 0.13% 577 0 0.0% Q2 2026 Jul 10, 2026
Meridian Financial Advisors, LLC History No change 3,443 309 0.15% 0.15% 578 0 0.0% Q2 2026 Jul 22, 2026
Pinion Investment Advisors, LLC History No change 3,427 307 0.06% 0.06% 579 0 0.0% Q2 2026 Aug 06, 2026
JBR Co Financial Management Inc History No change 3,417 307 0.11% 0.11% 580 0 0.0% Q2 2026 Jul 09, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,427 307 0.04% 0.04% 581 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 3,366 302 0.08% 0.08% 582 0 0.0% Q2 2026 Jul 15, 2026
PINCUS CAPITAL MANAGEMENT, LP History No change 3,356 301 0.18% 0.18% 583 0 0.0% Q2 2026 Jul 31, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,336 299 0.06% 0.06% 584 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 3,320 298 0.04% 0.04% 585 0 0.0% Q2 2026 Jul 10, 2026
Sonoma Allocations LLC History No change 3,253 298 0.09% 0.09% 586 0 0.0% Q2 2026 Jul 08, 2026
Bulltick Wealth Management, LLC History No change 3,312 297 0.06% 0.06% 587 0 0.0% Q2 2026 Jul 30, 2026
GENTRY PRIVATE WEALTH, LLC History No change 3,289 295 0.15% 0.15% 588 0 0.0% Q2 2026 Aug 05, 2026
Plum Street Advisors, LLC History No change 3,282 294 0.09% 0.09% 589 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 3,254 292 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 06, 2026
WealthTrust Asset Management, LLC History No change 3,245 291 0.16% 0.16% 591 0 0.0% Q2 2026 Jul 27, 2026
LFG Wealth Partners, LLC History No change 3,228 290 0.14% 0.14% 592 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 3,222 289 0.01% 0.01% 593 0 0.0% Q2 2026 Jul 23, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 3,204 287 0.1% 0.1% 594 0 0.0% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History No change 3,200 287 0.04% 0.04% 595 0 0.0% Q2 2026 Jul 24, 2026
Briggs Wealth Management, Inc History No change 3,200 287 0.26% 0.26% 596 0 0.0% Q2 2026 Aug 06, 2026
Fisher Asset Management, LLC History No change 3,188 286 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 04, 2026
Navis Wealth Advisors, LLC History No change 3,193 286 0.11% 0.11% 598 0 0.0% Q2 2026 Aug 14, 2026
VIAWEALTH, LLC History No change 3,185 286 0.14% 0.14% 599 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History No change 3,160 283 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 24, 2026
Argyle Capital Partners, LLC History No change 3,128 281 0.18% 0.18% 601 0 0.0% Q2 2026 Aug 07, 2026
Owen LaRue, LLC History No change 3,113 279 0.1% 0.1% 602 0 0.0% Q2 2026 Jul 22, 2026
Private Capital Management, LLC History No change 3,100 278 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 14, 2026
Clarendon Private LLC History No change 3,078 276 0.18% 0.18% 604 0 0.0% Q2 2026 Jul 22, 2026
Chancellor Financial Group WB LP History No change 3,075 276 0.17% 0.17% 605 0 0.0% Q2 2026 Aug 10, 2026
Van Diest Capital, LLC History No change 3,072 276 0.25% 0.25% 606 0 0.0% Q2 2026 Aug 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,064 275 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 14, 2026
Exit Wealth Advisors, LLC. History No change 3,052 274 0.12% 0.12% 608 0 0.0% Q2 2026 Aug 11, 2026
CRUX WEALTH ADVISORS History No change 3,047 273 0.09% 0.09% 609 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,031 272 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 04, 2026
Venture Visionary Partners LLC History No change 3,023 271 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 27, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History No change 3,019 271 0.18% 0.18% 612 0 0.0% Q2 2026 Jul 13, 2026
Investment Planning Advisors, Inc. History No change 3,014 270 0.06% 0.06% 613 0 0.0% Q2 2026 Jul 23, 2026
Towneley Capital Management, Inc / DE History No change 3,000 269 0.05% 0.05% 614 0 0.0% Q2 2026 Jul 30, 2026
Evolution Wealth Advisors, LLC History No change 2,985 268 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 29, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,979 267 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 14, 2026
One Charles Private Wealth Services, LLC History No change 2,978 267 0.06% 0.06% 617 0 0.0% Q2 2026 Jul 15, 2026
Darden Wealth Group Inc History No change 2,970 266 0.11% 0.11% 618 0 0.0% Q2 2026 Aug 06, 2026
FLC Capital Advisors History No change 2,950 265 0.04% 0.04% 619 0 0.0% Q2 2026 Jul 20, 2026
Trilogy Capital Inc. History No change 2,956 265 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 02, 2026
Frederick Financial Consultants, LLC History No change 2,941 264 0.11% 0.11% 621 0 0.0% Q2 2026 Aug 14, 2026
Urban Wealth Management, LLC History No change 2,930 263 0.23% 0.23% 622 0 0.0% Q2 2026 Jul 23, 2026
Boyer Financial Services, Inc. History No change 2,902 263 0.22% 0.22% 623 0 0.0% Q2 2026 Jul 17, 2026
ROBERTS GLORE & CO INC /IL/ History No change 2,925 262 0.06% 0.06% 624 0 0.0% Q2 2026 Aug 10, 2026
Huntleigh Advisors, Inc. History No change 2,895 260 0.04% 0.04% 625 0 0.0% Q2 2026 Aug 04, 2026
William Mack & Associates, Inc. History No change 2,899 260 0.09% 0.09% 626 0 0.0% Q2 2026 Jul 10, 2026
Allspring Global Investments Holdings, LLC History No change 2,870 259 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
Collier Financial History No change 2,881 258 0.18% 0.18% 628 0 0.0% Q2 2026 Jul 30, 2026
Revisor Wealth Management LLC History No change 2,869 257 0.06% 0.06% 629 0 0.0% Q2 2026 Jul 21, 2026
NWAM LLC History No change 2,832 254 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 23, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 2,828 254 0.09% 0.09% 631 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Advisor Solutions, LLC History No change 2,796 251 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 06, 2026
Quadcap Wealth Management, LLC History No change 2,794 251 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 31, 2026
WNY Asset Management, LLC History No change 2,779 249 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 17, 2026
Buck Wealth Strategies, LLC History No change 2,749 247 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 30, 2026
Synergy Investment Management, LLC History No change 2,753 247 0.06% 0.06% 636 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 2,734 245 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 11, 2026
EAGLE WEALTH STRATEGIES LLC History No change 2,733 245 0.09% 0.09% 638 0 0.0% Q2 2026 Jul 09, 2026
Bernard Wealth Management Corp. History No change 2,707 243 0.09% 0.09% 639 0 0.0% Q2 2026 Aug 21, 2026
MWA Asset Management History No change 2,702 242 0.11% 0.11% 640 0 0.0% Q2 2026 Jul 31, 2026
Marex Group Ltd History No change 2,695 242 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History No change 2,610 240 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 08, 2026
Traction Financial Partners, LLC History No change 2,669 239 0.13% 0.13% 643 0 0.0% Q2 2026 Aug 13, 2026
YARGER WEALTH STRATEGIES, LLC History No change 2,600 238 0.09% 0.09% 644 0 0.0% Q2 2026 Jul 14, 2026
Advocate Investing Services LLC History No change 2,653 238 0.18% 0.18% 645 0 0.0% Q2 2026 Jul 28, 2026
Pines Wealth Management, LLC History No change 2,645 237 0.07% 0.07% 646 0 0.0% Q2 2026 Jul 22, 2026
Tempus Wealth Planning, LLC History No change 2,614 234 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 22, 2026
Anson Capital, Inc. History No change 2,567 230 0.15% 0.15% 648 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Bancorp, Inc. History No change 2,555 229 0.06% 0.06% 649 0 0.0% Q2 2026 Jul 28, 2026
Summa Corp. History No change 2,500 229 0.07% 0.07% 650 0 0.0% Q2 2026 Aug 06, 2026
OpenArc Corporate Advisory, LLC History No change 2,556 229 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 05, 2026
PLIMOTH TRUST CO LLC History No change 2,542 228 0.05% 0.05% 652 0 0.0% Q2 2026 Jul 28, 2026
Choate Investment Advisors History No change 2,513 225 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 11, 2026
GR FINANCIAL GROUP, LLC History No change 2,504 225 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 03, 2026
Kathmere Capital Management, LLC History No change 2,500 224 0.01% 0.01% 655 0 0.0% Q2 2026 Jul 29, 2026
PURSUE WEALTH PARTNERS LLC History No change 2,500 224 0.13% 0.13% 656 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 2,482 223 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 11, 2026
Prospect Financial Services LLC History No change 2,485 223 0.11% 0.11% 658 0 0.0% Q2 2026 Aug 06, 2026
WJ Financial Advisors LLC History No change 2,490 223 0.16% 0.16% 659 0 0.0% Q2 2026 Aug 13, 2026
Corecam Pte. Ltd. History No change 2,450 220 0.08% 0.08% 660 0 0.0% Q2 2026 Jul 14, 2026
Florida Trust Wealth Management Co History No change 2,444 219 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 27, 2026
Birchcreek Wealth Management, LLC History No change 2,443 219 0.09% 0.09% 662 0 0.0% Q2 2026 Aug 06, 2026
Ankerstar Wealth, LLC History No change 2,445 219 0.18% 0.18% 663 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 2,421 217 0.03% 0.03% 664 0 0.0% Q2 2026 Jul 16, 2026
NBT BANK, N.A. History No change 2,400 215 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 29, 2026
Harbour Trust & Investment Management Co History No change 2,400 215 0.02% 0.02% 666 0 0.0% Q2 2026 Jul 28, 2026
Alliance Wealth Advisors, LLC History No change 2,388 214 0.07% 0.07% 667 0 0.0% Q2 2026 Jul 09, 2026
Stenger Family Office, LLC History No change 2,541 214 0.03% 0.03% 668 0 0.0% Q2 2026 Jul 13, 2026
Stratos Wealth Advisors, LLC History No change 2,375 213 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 2,371 211 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Management LLC History No change 2,346 210 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,334 209 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 12, 2026
Allen Capital Group, LLC History No change 2,329 209 0.02% 0.02% 673 0 0.0% Q2 2026 Jul 27, 2026
Evercore Wealth Management, LLC History No change 2,318 208 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
Worth Financial Advisory Group, LLC History No change 2,326 208 0.09% 0.09% 675 0 0.0% Q2 2026 Jul 30, 2026
Stonebridge Financial Group, LLC/CA History No change 2,322 208 0.03% 0.03% 676 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 2,307 207 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 24, 2026
Econ Financial Services Corp History No change 2,295 206 0.1% 0.1% 678 0 0.0% Q2 2026 Jul 23, 2026
Impact Capital Partners LLC History No change 2,300 206 0.06% 0.06% 679 0 0.0% Q2 2026 Jul 14, 2026
Front Row Advisors LLC History No change 2,054 205 0.06% 0.06% 680 0 0.0% Q2 2026 Aug 13, 2026
Buska Wealth Management, LLC History No change 2,283 205 0.07% 0.07% 681 0 0.0% Q2 2026 Jul 10, 2026
DEUTSCHE BANK AG\ History No change 2,279 204 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,250 202 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 14, 2026
Integrity Investment Advisors, LLC History No change 2,253 202 0.09% 0.09% 684 0 0.0% Q2 2026 Jul 21, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 2,243 201 0.03% 0.03% 685 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 2,148 192 0.08% 0.08% 686 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 2,110 189 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,082 187 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,081 186 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 13, 2026
Friedenthal Financial History No change 2,047 183 0.08% 0.08% 690 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,020 181 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 16, 2026
Archer Investment Corp History No change 1,991 178 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 03, 2026
Clark Wealth Partners History No change 1,949 175 0.1% 0.1% 693 0 0.0% Q2 2026 Jul 28, 2026
Greykasell Wealth Strategies, Inc. History No change 1,884 169 0.06% 0.06% 694 0 0.0% Q2 2026 Aug 11, 2026
Walsh & Associates, LLC History No change 1,852 166 0.14% 0.14% 695 0 0.0% Q2 2026 Jul 21, 2026
Burnham & Co LLC History No change 1,758 157 0.13% 0.13% 696 0 0.0% Q2 2026 Aug 11, 2026
Advisors Preferred, LLC History No change 1,714 155 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 11, 2026
Fairscale Capital, LLC History No change 1,728 155 0.09% 0.09% 698 0 0.0% Q2 2026 Aug 07, 2026
Hanson & Doremus Investment Management History No change 1,710 154 0.02% 0.02% 699 0 0.0% Q2 2026 Jul 29, 2026
Benson Wealth Management INC History No change 1,714 154 0.15% 0.15% 700 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 1,710 153 0.09% 0.09% 701 0 0.0% Q2 2026 Aug 14, 2026
Anchor Bay Capital, Inc. History No change 1,500 150 0.08% 0.08% 702 0 0.0% Q2 2026 Aug 11, 2026
Investors Portfolio Services LLC History No change 1,669 149 0.11% 0.11% 703 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 1,579 141 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 22, 2026
Biltmore Family Office, LLC History No change 1,527 137 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 12, 2026
Forum Finance Group S.A. History No change 1,854 135 0.05% 0.05% 706 0 0.0% Q2 2026 Aug 14, 2026
KERR FINANCIAL PLANNING Corp History No change 1,353 121 0.13% 0.13% 707 0 0.0% Q2 2026 Jul 02, 2026
Signature Equity Partners, LLC History No change 1,347 121 0.06% 0.06% 708 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Advisors, LLC History No change 1,331 119 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 06, 2026
Smithfield Trust Co History No change 1,275 115 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 1,239 111 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 24, 2026
Register Financial Advisors LLC History No change 1,213 108 0.03% 0.03% 712 0 0.0% Q2 2026 Jul 15, 2026
PETERSON WEALTH MANAGEMENT History No change 1,165 104 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 1,150 103 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 1,133 102 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,104 99 0.07% 0.07% 716 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History No change 1,100 98 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 06, 2026
Noble Wealth Management PBC History No change 925 95 0.04% 0.04% 718 0 0.0% Q3 2026 Oct 01, 2026
Whipplewood Advisors, LLC History No change 1,015 91 0.06% 0.06% 719 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 1,002 90 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 981 88 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 950 84 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 885 79 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 28, 2026
Providence Capital Advisors, LLC History No change 885 79 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 876 78 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 17, 2026
Westside Investment Management, Inc. History No change 858 77 0.01% 0.01% 726 0 0.0% Q2 2026 Jul 27, 2026
Solstein Capital, LLC History No change 856 76 0.03% 0.03% 727 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 849 76 0.04% 0.04% 728 0 0.0% Q2 2026 Jul 21, 2026
Investment Research & Advisory Group, Inc. History No change 840 75 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 23, 2026
BOK Financial Private Wealth, Inc. History No change 830 74 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 07, 2026
ALLIANZ SE History No change 797 71 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History No change 793 71 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 06, 2026
BFSG, LLC History No change 750 67 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History No change 735 66 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 743 66 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 06, 2026
Polaris Financial Partners History New 625 65 0.03% — 737 +625 New Q3 2026 Oct 02, 2026
Community Bank, N.A. History No change 728 65 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 721 64 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 20, 2026
NFSG Corp History No change 664 59 0.01% 0.01% 739 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History No change 652 58 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 01, 2026
Larson Financial Group LLC History No change 642 57 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 600 55 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 621 55 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 579 52 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 22, 2026
Roxbury Financial LLC History No change 495 51 0.04% 0.03% 745 0 0.0% Q3 2026 Oct 01, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 574 51 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 560 50 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 555 49 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 16, 2026
WPG Advisers, LLC History No change 550 49 0.03% 0.03% 749 0 0.0% Q2 2026 Aug 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 542 48 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 13, 2026
JDM Financial Group LLC History No change 531 47 0.02% 0.02% 751 0 0.0% Q2 2026 Aug 17, 2026
NATIXIS History No change 521 46 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
Wellington Shields & Co., LLC History No change 500 44 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 10, 2026
Rakuten Securities, Inc. History No change 500 44 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 11, 2026
Avalon Trust Co History No change 475 42 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 465 41 0.03% 0.03% 756 0 0.0% Q2 2026 Aug 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 451 40 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 445 39 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 24, 2026
Bogart Wealth, LLC History No change 431 38 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC History No change 432 38 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 27, 2026
Asset Dedication, LLC History No change 406 36 0.0% 0.0% 761 0 0.0% Q2 2026 Jul 30, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 390 35 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 29, 2026
New England Capital Financial Advisors LLC History No change 391 35 0.01% 0.01% 763 0 0.0% Q2 2026 Jul 27, 2026
Hilltop National Bank History No change 400 35 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 01, 2026
Smallwood Wealth Investment Management, LLC History No change 385 34 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 23, 2026
AlphaCore Capital LLC History No change 370 33 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 535 33 0.02% 0.02% 767 0 0.0% Q2 2026 Sep 17, 2026
Nemes Rush Group LLC History No change 360 32 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Solutions, Inc. /IL History No change 350 31 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 08, 2026
Truvestments Capital LLC History No change 335 30 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 12, 2026
TFC Financial Management, Inc. History No change 344 30 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 23, 2026
BankPlus Trust Department History No change 340 30 0.01% 0.01% 772 0 0.0% Q2 2026 Jul 28, 2026
Ameliora Wealth Management Ltd. History No change 319 28 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 295 26 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 293 26 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 271 24 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 27, 2026
Financial Network Wealth Advisors LLC History No change 277 24 0.02% 0.02% 777 0 0.0% Q2 2026 Jul 29, 2026
Colonial Trust Advisors History No change 245 22 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 248 22 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 23, 2026
DiNuzzo Private Wealth, Inc. History No change 235 21 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 10, 2026
Versant Capital Management, Inc History No change 200 20 0.0% 0.0% 781 0 0.0% Q3 2026 Oct 01, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 206 19 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 18, 2026
Financial Gravity Companies, Inc. History No change 222 19 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 213 19 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 13, 2026
Decker Retirement Planning Inc. History No change 219 19 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 16, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 200 18 0.0% 0.0% 786 0 0.0% Q2 2026 Sep 02, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 192 17 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 189 16 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 179 16 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 08, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 184 16 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 14, 2026
Imprint Wealth LLC History No change 176 15 0.06% 0.06% 791 0 0.0% Q2 2026 Aug 14, 2026
Quaker Wealth Management, LLC History No change 163 14 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 24, 2026
MV CAPITAL MANAGEMENT, INC. History No change 150 13 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 30, 2026
Financial Perspectives, Inc History No change 145 13 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 24, 2026
Glassman Wealth Services History No change 137 12 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 05, 2026
HighMark Wealth Management LLC History No change 138 12 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 12, 2026
Kilter Group LLC History No change 137 12 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 125 11 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 125 11 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Wealth Management, LLC History No change 128 11 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 30, 2026
Quest 10 Wealth Builders, Inc. History No change 126 11 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 114 10 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 23, 2026
Key Capital Management, INC History No change 114 10 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 27, 2026
FAS Wealth Partners, Inc. History No change 105 9 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 29, 2026
Abound Wealth Management History No change 109 9 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 10, 2026
Trust Co History No change 92 8 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 10, 2026
Salomon & Ludwin, LLC History No change 90 8 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 96 8 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 21, 2026
Fourth Dimension Wealth, LLC History No change 100 8 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 31, 2026
Copia Wealth Management History No change 100 8 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 17, 2026
Vision Retirement, LLC History No change 92 8 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 21, 2026
Downshift Financial, LLC History No change 100 8 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 76 7 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 88 7 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 85 7 0.0% 0.0% 815 0 0.0% Q2 2026 Jul 17, 2026
Costello Asset Management, INC History No change 81 7 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 85 7 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 88 7 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 20, 2026
Rosenberg Matthew Hamilton History No change 79 7 0.0% 0.0% 819 0 0.0% Q2 2026 Jul 17, 2026
Blue Trust, Inc. History No change 79 7 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 21, 2026
Morse Asset Management, Inc History No change 75 6 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 68 6 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 15, 2026
Strengthening Families & Communities, LLC History No change 65 5 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 11, 2026
Colonial Trust Co / SC History No change 66 5 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 11, 2026
Mosley Wealth Management History No change 60 5 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 46 4 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 07, 2026
Global Trust Asset Management, LLC History No change 50 4 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 03, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 50 4 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 07, 2026
Pacifica Partners Inc. History No change 50 4 0.0% 0.0% 829 0 0.0% Q2 2026 Jul 13, 2026
WealthCollab, LLC History No change 49 4 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 47 4 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 51 4 0.0% 0.0% 832 0 0.0% Q2 2026 Jul 21, 2026
NBH Bank History No change 53 4 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 43 3 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 14, 2026
HM PAYSON & CO History No change 40 3 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 17, 2026
TRUST CO OF VERMONT History No change 38 3 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 07, 2026
WEST PACES ADVISORS INC. History No change 36 3 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 17, 2026
Caitlin John, LLC History No change 34 3 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 17, 2026
Heritage Wealth Advisors History No change 26 2 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 27 2 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 03, 2026
LifeSteps Financial, Inc. History No change 30 2 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 17, 2026
High Note Wealth, LLC History No change 30 2 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History No change 27 2 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 07, 2026
TOP Private Wealth LLC. History No change 25 2 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History No change 15 1 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 27, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -168 -100.0% Q3 2026 Oct 01, 2026
Banque Cantonale Vaudoise History No change 5,073 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Financial Corp History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Main Street Group, LTD History No change 2 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Bear Mountain Capital, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 20, 2026