Pacer Funds Trust - COWZ

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 34,921,249 2,172,101 0.14% 0.14% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 17,650,702 1,097,873 0.25% 0.25% 2 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 14,293,930 889,082 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 8,283,369 515,225 0.14% 0.14% 4 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 7,353,591 457,393 0.24% 0.24% 5 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 6,248,671 388,667 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 5,403,084 336,071 0.31% 0.31% 7 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 4,181,948 260,117 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 4,018,479 250,042 0.29% 0.29% 9 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,132,860 194,864 0.45% 0.45% 10 0 0.0% Q2 2026 Jul 27, 2026
AMERIPRISE FINANCIAL INC History No change 2,954,105 183,745 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,866,315 178,284 0.22% 0.22% 12 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,713,530 168,781 0.04% 0.04% 13 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 2,288,164 142,324 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,102,044 132,470 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,798,669 111,877 0.11% 0.11% 16 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 1,781,365 110,800 0.55% 0.55% 17 0 0.0% Q2 2026 Jul 17, 2026
Kestra Advisory Services, LLC History No change 1,681,955 104,617 0.34% 0.34% 18 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 1,507,446 93,763 0.19% 0.19% 19 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 1,432,682 89,114 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 12, 2026
Capital Asset Advisory Services LLC History No change 991,806 61,690 2.23% 2.23% 21 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 961,433 59,801 0.95% 0.95% 22 0 0.0% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History No change 958,083 59,592 0.08% 0.08% 23 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 826,966 52,983 0.09% 0.09% 24 0 0.0% Q2 2026 Jul 15, 2026
Evensky & Katz LLC History No change 850,580 52,906 2.73% 2.73% 25 0 0.0% Q2 2026 Jul 22, 2026
Provident Wealth Management, LLC History No change 831,000 51,688 13.31% 13.31% 26 0 0.0% Q2 2026 Aug 04, 2026
Rockefeller Capital Management L.P. History No change 826,547 51,411 0.08% 0.08% 27 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 794,444 49,414 0.1% 0.1% 28 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 687,662 42,772 0.2% 0.2% 29 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 675,135 41,993 0.23% 0.23% 30 0 0.0% Q2 2026 Jul 24, 2026
Aprio Wealth Management, LLC History No change 670,801 41,723 2.06% 2.06% 31 0 0.0% Q2 2026 Jul 24, 2026
GOLDMAN SACHS GROUP INC History No change 660,217 41,065 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 654,555 40,713 0.75% 0.75% 33 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 615,418 38,279 0.2% 0.2% 34 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 601,502 37,413 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 03, 2026
TRUIST FINANCIAL CORP History No change 597,826 37,184 0.04% 0.04% 36 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 595,665 37,050 0.7% 0.7% 37 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 565,627 35,184 0.19% 0.19% 38 0 0.0% Q2 2026 Aug 14, 2026
SFMG, LLC History No change 563,677 35,060 2.11% 2.11% 39 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 547,789 34,072 0.26% 0.26% 40 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 526,142 32,726 0.52% 0.52% 41 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 524,646 32,632 0.1% 0.1% 42 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 517,295 32,175 0.19% 0.19% 43 0 0.0% Q2 2026 Aug 17, 2026
EverSource Wealth Advisors, LLC History No change 510,235 31,736 1.07% 1.07% 44 0 0.0% Q2 2026 Jul 24, 2026
MAI Capital Management History No change 502,997 31,286 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 490,316 30,498 0.41% 0.41% 46 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 482,832 30,032 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 467,498 29,078 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 13, 2026
Certified Advisory Corp History No change 447,890 27,858 2.25% 2.25% 49 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 440,862 27,421 0.19% 0.19% 50 0 0.0% Q2 2026 Aug 14, 2026
MATAURO, LLC History No change 433,819 26,983 3.57% 3.57% 51 0 0.0% Q2 2026 Jul 21, 2026
Presidio Capital Management, LLC History No change 428,706 26,665 6.67% 6.67% 52 0 0.0% Q2 2026 Jul 14, 2026
Paragon Capital Management Ltd History No change 410,235 25,516 4.83% 4.83% 53 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 409,956 25,499 0.28% 0.28% 54 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 401,918 24,999 0.98% 0.98% 55 0 0.0% Q2 2026 Aug 14, 2026
Wiser Wealth Management, Inc History No change 400,271 24,896 4.76% 4.76% 56 0 0.0% Q2 2026 Jul 14, 2026
Drucker Wealth 3.0, LLC History No change 378,213 23,524 3.72% 3.72% 57 0 0.0% Q2 2026 Jul 13, 2026
Modern Wealth Management, LLC History No change 374,188 23,274 0.28% 0.28% 58 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 365,032 22,704 0.51% 0.51% 59 0 0.0% Q2 2026 Jul 28, 2026
Decker Wealth Management LLC History No change 360,738 22,437 4.76% 4.76% 60 0 0.0% Q2 2026 Jul 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 355,947 22,139 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 19, 2026
Sanctuary Advisors, LLC History No change 353,570 21,992 0.1% 0.1% 62 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 332,126 20,658 0.44% 0.44% 63 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 325,573 20,250 0.38% 0.38% 64 0 0.0% Q2 2026 Jul 15, 2026
Financial Security Advisor, Inc. History No change 323,644 20,130 3.27% 3.27% 65 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 315,772 19,641 0.17% 0.17% 66 0 0.0% Q2 2026 Jul 27, 2026
J.W. COLE ADVISORS, INC. History No change 312,168 19,416 0.33% 0.33% 67 0 0.0% Q2 2026 Jul 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 310,038 19,284 0.93% 0.93% 68 0 0.0% Q2 2026 Aug 11, 2026
Wealth Group Ltd History No change 308,884 19,212 3.68% 3.68% 69 0 0.0% Q2 2026 Jul 10, 2026
Pacer Advisors, Inc. History No change 307,692 19,138 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 303,930 18,904 0.9% 0.9% 71 0 0.0% Q2 2026 Jul 28, 2026
Inlight Wealth Management, LLC History No change 302,004 18,784 5.97% 5.97% 72 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 296,379 18,434 0.2% 0.2% 73 0 0.0% Q2 2026 Aug 03, 2026
GLR Partners, LLC History No change 285,169 17,737 8.26% 8.26% 74 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 279,729 17,399 0.45% 0.45% 75 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 278,438 17,318 0.17% 0.17% 76 0 0.0% Q2 2026 Aug 11, 2026
Clay Northam Wealth Management, LLC History No change 276,239 17,182 8.45% 8.45% 77 0 0.0% Q2 2026 Aug 10, 2026
Cyr Financial Inc. History No change 272,864 16,972 8.84% 8.84% 78 0 0.0% Q2 2026 Jul 20, 2026
HBW ADVISORY SERVICES LLC History No change 272,584 16,954 1.53% 1.53% 79 0 0.0% Q2 2026 Jul 16, 2026
Madrona Financial Services, LLC History No change 271,854 16,909 3.12% 3.12% 80 0 0.0% Q2 2026 Jul 17, 2026
&PARTNERS History No change 271,027 16,798 0.07% 0.07% 81 0 0.0% Q2 2026 Aug 14, 2026
Foster Victor Wealth Advisors, LLC History No change 258,601 16,506 0.87% 0.87% 82 0 0.0% Q2 2026 Jul 22, 2026
PSI Advisors, LLC History No change 261,752 16,280 3.78% 3.78% 83 0 0.0% Q2 2026 Aug 03, 2026
Intelligence Driven Advisers, LLC History No change 257,792 16,034 2.6% 2.6% 84 0 0.0% Q2 2026 Aug 06, 2026
Plan Group Financial, LLC History No change 249,803 15,537 3.2% 3.2% 85 0 0.0% Q2 2026 Aug 03, 2026
Advisory Alpha, LLC History No change 249,443 15,515 0.38% 0.38% 86 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 249,075 15,492 0.32% 0.32% 87 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 248,255 15,441 0.25% 0.25% 88 0 0.0% Q2 2026 Jul 31, 2026
JPMORGAN CHASE & CO History No change 239,173 15,022 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 240,738 14,974 0.03% 0.03% 90 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors, Inc. History No change 232,491 14,461 8.46% 8.46% 91 0 0.0% Q2 2026 Jul 06, 2026
Sigma Planning Corp History No change 229,879 14,298 0.36% 0.36% 92 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 226,228 14,071 0.4% 0.4% 93 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 225,883 14,049 0.16% 0.16% 94 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 225,819 14,045 0.21% 0.21% 95 0 0.0% Q2 2026 Aug 10, 2026
Copley Financial Group, Inc. History No change 220,773 13,732 8.3% 8.3% 96 0 0.0% Q2 2026 Aug 11, 2026
Sylvest Advisors, LLC History No change 218,057 13,563 6.11% 6.11% 97 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 215,409 13,398 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 05, 2026
VERUS CAPITAL PARTNERS, LLC History No change 209,559 13,034 0.71% 0.71% 99 0 0.0% Q2 2026 Aug 06, 2026
Sanchez Wealth Management Group History No change 208,666 12,978 2.27% 2.27% 100 0 0.0% Q2 2026 Jul 27, 2026
XML Financial, LLC History No change 208,239 12,952 0.94% 0.94% 101 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Advisors, LLC History No change 206,336 12,834 0.7% 0.7% 102 0 0.0% Q2 2026 Aug 11, 2026
Marble Wealth, LLC History No change 204,699 12,732 1.95% 1.95% 103 0 0.0% Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History No change 203,425 12,653 0.82% 0.82% 104 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 202,522 12,596 0.19% 0.19% 105 0 0.0% Q2 2026 Aug 06, 2026
GEN Financial Management, INC. History No change 200,543 12,473 7.46% 7.46% 106 0 0.0% Q2 2026 Jul 24, 2026
Financial Partners Group, Inc History No change 200,033 12,442 1.26% 1.26% 107 0 0.0% Q2 2026 Jul 23, 2026
Ballast, Inc. History No change 195,254 12,144 2.29% 2.29% 108 0 0.0% Q2 2026 Jul 10, 2026
Qube Research & Technologies Ltd History No change 193,534 12,037 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Argo Wealth Advisory, LLC History No change 191,489 11,910 6.57% 6.57% 110 0 0.0% Q2 2026 Aug 07, 2026
Navigation Group, LLC History No change 188,936 11,751 2.29% 2.29% 111 0 0.0% Q2 2026 Jul 29, 2026
Fermata Advisors, LLC History No change 183,265 11,399 2.31% 2.31% 112 0 0.0% Q2 2026 Jul 07, 2026
Csenge Advisory Group History No change 181,944 11,316 0.46% 0.46% 113 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 181,726 11,310 0.16% 0.16% 114 0 0.0% Q2 2026 Jul 15, 2026
Mainsail Financial Group, LLC History No change 181,672 11,299 3.84% 3.84% 115 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 181,404 11,283 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 181,310 11,277 0.75% 0.75% 117 0 0.0% Q2 2026 Aug 14, 2026
Benchmark Financial Wealth Advisors, LLC History No change 181,078 11,263 2.78% 2.78% 118 0 0.0% Q2 2026 Jul 17, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 179,806 11,183 3.22% 3.22% 119 0 0.0% Q2 2026 Jul 14, 2026
PTM WEALTH MANAGEMENT, LLC History No change 172,171 11,172 5.03% 5.03% 120 0 0.0% Q2 2026 Aug 06, 2026
Owen LaRue, LLC History No change 178,900 11,127 3.87% 3.87% 121 0 0.0% Q2 2026 Jul 22, 2026
DAVENPORT & Co LLC History No change 178,046 11,074 0.05% 0.05% 122 0 0.0% Q2 2026 Jul 13, 2026
Burns Matteson Capital Management, LLC History No change 173,151 10,769 3.37% 3.37% 123 0 0.0% Q2 2026 Jul 17, 2026
Accordant Advisory Group Inc History No change 170,545 10,607 7.15% 7.15% 124 0 0.0% Q2 2026 Jul 27, 2026
Wood Tarver Financial Group, LLC History No change 170,477 10,603 2.5% 2.5% 125 0 0.0% Q2 2026 Aug 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 169,603 10,549 0.46% 0.46% 126 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 169,212 10,524 0.19% 0.19% 127 0 0.0% Q2 2026 Jul 31, 2026
Lighthouse Wealth Management Inc. History No change 168,212 10,462 6.5% 6.5% 128 0 0.0% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 163,990 10,200 0.38% 0.38% 129 0 0.0% Q2 2026 Jul 08, 2026
CORA CAPITAL ADVISORS LLC History No change 163,213 10,151 2.85% 2.85% 130 0 0.0% Q2 2026 Jul 24, 2026
Altus Wealth Group LLC History No change 156,643 9,743 3.52% 3.52% 131 0 0.0% Q2 2026 Jul 17, 2026
BENJAMIN EDWARDS INC History No change 155,966 9,702 0.09% 0.09% 132 0 0.0% Q2 2026 Jul 24, 2026
Fiduciary Alliance LLC History No change 154,333 9,599 0.65% 0.65% 133 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 154,238 9,593 0.12% 0.12% 134 0 0.0% Q2 2026 Aug 18, 2026
Parcion Private Wealth LLC History No change 153,570 9,552 0.53% 0.53% 135 0 0.0% Q2 2026 Jul 27, 2026
Tamar Securities, LLC History No change 153,384 9,540 0.89% 0.89% 136 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 148,277 9,274 0.15% 0.15% 137 0 0.0% Q2 2026 Aug 13, 2026
Markowski Investments History No change 148,707 9,249 2.04% 2.04% 138 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 147,846 9,195 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 147,093 9,149 0.2% 0.2% 140 0 0.0% Q2 2026 Jul 17, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 147,101 9,149 1.12% 1.12% 141 0 0.0% Q2 2026 Aug 11, 2026
Ted Buchan & Co History No change 146,564 9,116 2.98% 2.98% 142 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History No change 146,141 9,089 3.51% 3.51% 143 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 143,210 8,908 0.06% 0.06% 144 0 0.0% Q2 2026 Jul 20, 2026
VestGen Advisors, LLC History No change 140,952 8,767 0.26% 0.26% 145 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 137,765 8,568 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 11, 2026
Onyx Bridge Wealth Group LLC History No change 137,576 8,557 0.77% 0.77% 147 0 0.0% Q2 2026 Jul 23, 2026
Guilbault Capital LLC History No change 137,557 8,556 8.59% 8.59% 148 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Advisor Solutions, LLC History No change 135,710 8,441 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 134,888 8,390 0.17% 0.17% 150 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 134,017 8,336 0.32% 0.32% 151 0 0.0% Q2 2026 Aug 17, 2026
Strategic Blueprint, LLC History No change 131,945 8,206 0.41% 0.41% 152 0 0.0% Q2 2026 Jul 23, 2026
Winter & Associates, Inc. History No change 130,809 8,136 6.11% 6.11% 153 0 0.0% Q2 2026 Jul 09, 2026
Clear Creek Financial Management, LLC History No change 123,795 7,700 0.5% 0.5% 154 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 123,744 7,696 0.05% 0.05% 155 0 0.0% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History No change 121,969 7,586 0.14% 0.14% 156 0 0.0% Q2 2026 Jul 20, 2026
Procyon Advisors, LLC History No change 120,910 7,520 0.32% 0.32% 157 0 0.0% Q2 2026 Jul 09, 2026
CALTON & ASSOCIATES, INC. History No change 118,523 7,372 1.08% 1.08% 158 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 117,450 7,305 0.45% 0.45% 159 0 0.0% Q2 2026 Aug 11, 2026
RVW Wealth, LLC History Reduced 109,419 7,304 0.47% 0.46% 160 -2,364 -2.11% Q3 2026 Oct 06, 2026
Atlas Wealth LLC History No change 116,406 7,240 1.03% 1.03% 161 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 116,390 7,239 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 27, 2026
Modus Advisors, LLC History No change 115,515 7,185 1.77% 1.77% 163 0 0.0% Q2 2026 Aug 03, 2026
Jefferies Financial Group Inc. History No change 115,232 7,167 0.05% 0.05% 164 0 0.0% Q2 2026 Aug 17, 2026
Fearless Solutions, LLC dba Best Invest History No change 113,571 7,064 3.73% 3.73% 165 0 0.0% Q2 2026 Jul 21, 2026
First Heartland Consultants, Inc. History No change 113,021 7,029 0.45% 0.45% 166 0 0.0% Q2 2026 Jul 08, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 112,038 6,968 1.33% 1.33% 167 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 110,207 6,854 3.1% 3.1% 168 0 0.0% Q2 2026 Aug 07, 2026
TABLEAUX LLC History No change 110,026 6,843 2.88% 2.88% 169 0 0.0% Q2 2026 Aug 07, 2026
Clarus Wealth Advisors History No change 107,133 6,815 2.63% 2.63% 170 0 0.0% Q2 2026 Jul 09, 2026
Anson Capital, Inc. History No change 103,535 6,439 4.19% 4.19% 171 0 0.0% Q2 2026 Jul 29, 2026
Oxford Wealth Group, LLC History No change 103,298 6,425 2.87% 2.87% 172 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 103,209 6,419 0.25% 0.25% 173 0 0.0% Q2 2026 Aug 10, 2026
Tempo Wealth, LLC History No change 102,919 6,401 0.95% 0.95% 174 0 0.0% Q2 2026 Jul 27, 2026
Intrua Financial, LLC History No change 102,582 6,380 0.58% 0.58% 175 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Consulting Group, LLC History No change 102,232 6,358 0.24% 0.24% 176 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 101,524 6,314 0.32% 0.32% 177 0 0.0% Q2 2026 Jul 23, 2026
Granby Capital Management, LLC History No change 100,000 6,220 3.24% 3.24% 178 0 0.0% Q2 2026 Aug 13, 2026
Tandem Investment Partners LLC History No change 98,477 6,125 4.72% 4.72% 179 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 97,345 6,054 0.0% 0.0% 180 0 0.0% Q2 2026 Sep 02, 2026
Retirement Planning Group, LLC History No change 97,302 6,052 0.15% 0.15% 181 0 0.0% Q2 2026 Aug 05, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 96,968 6,031 2.31% 2.31% 182 0 0.0% Q2 2026 Jul 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 94,936 5,905 0.28% 0.28% 183 0 0.0% Q2 2026 Jul 23, 2026
Cerro Pacific Wealth Advisors LLC History No change 94,612 5,884 1.33% 1.33% 184 0 0.0% Q2 2026 Jul 15, 2026
Fortune Financial Group, Inc. History No change 93,919 5,841 4.57% 4.57% 185 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 91,695 5,838 0.12% 0.12% 186 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 93,021 5,785 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 92,925 5,779 0.29% 0.29% 188 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 92,581 5,758 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 14, 2026
CATHY PARETO & ASSOCIATES, INC History No change 92,053 5,726 3.36% 3.36% 190 0 0.0% Q2 2026 Jul 15, 2026
Kovack Advisors, Inc. History No change 90,239 5,617 0.27% 0.27% 191 0 0.0% Q2 2026 Jul 28, 2026
EPG Wealth Management LLC History No change 90,177 5,609 1.34% 1.34% 192 0 0.0% Q2 2026 Jul 28, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 90,031 5,599 0.33% 0.33% 193 0 0.0% Q2 2026 Aug 12, 2026
Prota Financial, LLC History No change 88,973 5,584 3.68% 3.68% 194 0 0.0% Q2 2026 Jul 07, 2026
Aspire Capital Advisors LLC History No change 89,043 5,538 1.08% 1.08% 195 0 0.0% Q2 2026 Aug 05, 2026
Team Financial Group, LLC History No change 88,574 5,509 2.34% 2.34% 196 0 0.0% Q2 2026 Jul 10, 2026
LifeWealth Investments, LLC History No change 86,052 5,352 1.43% 1.43% 197 0 0.0% Q2 2026 Jul 16, 2026
Aptus Capital Advisors, LLC History No change 84,037 5,227 0.04% 0.04% 198 0 0.0% Q2 2026 Aug 12, 2026
American Alpha Advisors, LLC History No change 83,311 5,181 2.8% 2.8% 199 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 83,201 5,175 0.06% 0.06% 200 0 0.0% Q2 2026 Aug 12, 2026
BCS Wealth Management History No change 83,108 5,169 0.93% 0.93% 201 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 82,099 5,106 0.26% 0.26% 202 0 0.0% Q2 2026 Jul 16, 2026
HighPoint Advisor Group LLC History No change 81,995 5,100 0.18% 0.18% 203 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 81,498 5,069 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 14, 2026
CMC Financial Group History No change 80,585 5,012 9.71% 9.71% 205 0 0.0% Q2 2026 Aug 13, 2026
Lunt Capital Management, Inc. History No change 79,756 4,960 1.82% 1.82% 206 0 0.0% Q2 2026 Jul 30, 2026
BROWN ADVISORY INC History No change 79,685 4,956 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 78,983 4,913 0.13% 0.13% 208 0 0.0% Q2 2026 Jul 28, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 78,004 4,851 1.13% 1.13% 209 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 77,445 4,817 0.45% 0.45% 210 0 0.0% Q2 2026 Jul 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 75,732 4,710 0.08% 0.08% 211 0 0.0% Q2 2026 Jul 14, 2026
Cresset Asset Management, LLC History No change 75,439 4,692 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 75,435 4,692 0.22% 0.22% 213 0 0.0% Q2 2026 Jul 21, 2026
Cerity Partners LLC History No change 73,863 4,594 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 14, 2026
UNIQUE WEALTH, LLC History No change 73,606 4,578 0.53% 0.53% 215 0 0.0% Q2 2026 Jul 21, 2026
Fortis Capital Management LLC History No change 73,175 4,551 0.51% 0.51% 216 0 0.0% Q2 2026 Aug 12, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 72,917 4,535 0.6% 0.6% 217 0 0.0% Q2 2026 Aug 14, 2026
FAGAN ASSOCIATES, INC. History No change 72,833 4,530 0.56% 0.56% 218 0 0.0% Q2 2026 Aug 04, 2026
Lodestone Wealth Management LLC History No change 72,736 4,524 1.6% 1.6% 219 0 0.0% Q2 2026 Jul 23, 2026
ODonnell Financial Services, LLC History No change 71,550 4,450 1.31% 1.31% 220 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 70,874 4,408 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 06, 2026
RiverTree Advisors, LLC History No change 70,735 4,399 2.6% 2.6% 222 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 70,208 4,366 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 12, 2026
OakTrust Wealth Advisors, LLC History No change 69,225 4,305 3.71% 3.71% 224 0 0.0% Q2 2026 Aug 06, 2026
Per Stirling Capital Management, LLC. History No change 68,956 4,289 0.41% 0.41% 225 0 0.0% Q2 2026 Aug 14, 2026
Commerce Advisors, LLC History No change 68,685 4,272 2.32% 2.32% 226 0 0.0% Q2 2026 Aug 04, 2026
Cauble & Harre Wealth Management, Inc. History No change 68,175 4,240 3.4% 3.4% 227 0 0.0% Q2 2026 Aug 11, 2026
WealthPLAN Partners, LLC History No change 67,733 4,212 0.81% 0.81% 228 0 0.0% Q2 2026 Jul 28, 2026
Financial Guidance Group, Inc. History No change 67,598 4,204 1.57% 1.57% 229 0 0.0% Q2 2026 Jul 22, 2026
Planning Strategies Inc. History Reduced 62,743 4,188 2.48% 2.45% 230 -493 -0.78% Q3 2026 Oct 02, 2026
ARQ WEALTH ADVISORS, LLC History No change 64,379 4,144 0.51% 0.51% 231 0 0.0% Q2 2026 Jul 24, 2026
Bullock Wealth Management Group History No change 65,962 4,140 1.8% 1.8% 232 0 0.0% Q2 2026 Aug 19, 2026
Symphony Financial Services, Inc. History No change 65,722 4,087 1.84% 1.84% 233 0 0.0% Q2 2026 Jul 22, 2026
SMITH, MOORE & CO. History No change 64,281 3,998 0.26% 0.26% 234 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 63,969 3,978 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Post Resch Tallon Group Inc. History No change 63,735 3,964 2.74% 2.74% 236 0 0.0% Q2 2026 Jul 07, 2026
Capital Analysts, LLC History No change 63,261 3,935 0.09% 0.09% 237 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 62,299 3,877 0.03% 0.03% 238 0 0.0% Q2 2026 Jul 17, 2026
Brookstone Capital Management History No change 60,060 3,735 0.04% 0.04% 239 0 0.0% Q2 2026 Jul 15, 2026
Betterment LLC History No change 59,791 3,719 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 14, 2026
Davis Investment Partners, LLC History No change 59,254 3,685 1.12% 1.12% 241 0 0.0% Q2 2026 Aug 07, 2026
Madison Park Capital Advisors, LLC History No change 4,985 3,671 2.62% 2.62% 242 0 0.0% Q2 2026 Jul 07, 2026
Golden State Wealth Management, LLC History No change 58,836 3,659 0.33% 0.33% 243 0 0.0% Q2 2026 Jul 22, 2026
Bank of New York Mellon Corp History No change 58,550 3,641 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 58,132 3,615 0.06% 0.06% 245 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 57,972 3,608 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 10, 2026
Fairscale Capital, LLC History No change 57,316 3,565 2.13% 2.13% 247 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 56,952 3,542 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 11, 2026
MONEYWISE, INC. History No change 56,813 3,533 1.32% 1.32% 249 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 56,373 3,506 0.16% 0.16% 250 0 0.0% Q2 2026 Aug 04, 2026
First PREMIER Bank History No change 56,263 3,499 0.57% 0.57% 251 0 0.0% Q2 2026 Jul 15, 2026
Z3 Capital Partners, LLC History No change 55,009 3,421 0.72% 0.72% 252 0 0.0% Q2 2026 Jul 28, 2026
Granite Bay Wealth Management, LLC History No change 54,833 3,411 0.31% 0.31% 253 0 0.0% Q2 2026 Aug 14, 2026
Broadleaf Partners, LLC History No change 54,491 3,389 0.66% 0.66% 254 0 0.0% Q2 2026 Aug 13, 2026
Petros Family Wealth, LLC History No change 54,403 3,383 2.07% 2.07% 255 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Advisors, LLC History No change 54,242 3,373 0.76% 0.76% 256 0 0.0% Q2 2026 Jul 08, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History No change 53,925 3,354 1.45% 1.45% 257 0 0.0% Q2 2026 Jul 13, 2026
Valtinson Bruner Financial Planning LLC History No change 53,399 3,321 0.83% 0.83% 258 0 0.0% Q2 2026 Aug 03, 2026
WNY Asset Management, LLC History No change 53,268 3,313 0.3% 0.3% 259 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone Wealth Management, LLC History No change 52,951 3,293 0.14% 0.14% 260 0 0.0% Q2 2026 Jul 22, 2026
Cassady Wealth & Retirement Planning, LLC History No change 52,647 3,274 1.52% 1.52% 261 0 0.0% Q2 2026 Jul 24, 2026
GTS SECURITIES LLC History No change 52,509 3,266 0.07% 0.07% 262 0 0.0% Q2 2026 Aug 14, 2026
Fortis Advisors, LLC History No change 52,473 3,263 1.53% 1.53% 263 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 52,403 3,259 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 51,935 3,231 1.02% 1.02% 265 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 51,437 3,199 0.02% 0.02% 266 0 0.0% Q2 2026 Sep 08, 2026
Smith Thornton Advisors LLC History No change 48,616 3,137 1.38% 1.38% 267 0 0.0% Q2 2026 Jul 14, 2026
BlackRock, Inc. History No change 50,098 3,116 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
Ankerstar Wealth, LLC History No change 49,534 3,081 2.58% 2.58% 269 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 48,240 3,000 0.11% 0.11% 270 0 0.0% Q2 2026 Jul 22, 2026
Stegent Equity Advisors, Inc. History No change 47,723 2,968 2.13% 2.13% 271 0 0.0% Q2 2026 Jul 29, 2026
Pine Valley Investments Ltd Liability Co History No change 47,369 2,946 0.12% 0.12% 272 0 0.0% Q2 2026 Jul 24, 2026
Paragon Private Wealth Management, LLC History No change 46,948 2,920 0.76% 0.76% 273 0 0.0% Q2 2026 Jul 28, 2026
Firestone Capital Management History No change 46,798 2,910 0.54% 0.54% 274 0 0.0% Q2 2026 Jul 31, 2026
Glen Eagle Advisors, LLC History No change 46,653 2,901 0.37% 0.37% 275 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 46,564 2,896 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 06, 2026
SIMON QUICK ADVISORS, LLC History No change 46,547 2,895 0.12% 0.12% 277 0 0.0% Q2 2026 Jul 28, 2026
Waycross Investment Management Co History No change 46,440 2,888 2.2% 2.2% 278 0 0.0% Q2 2026 Jul 14, 2026
Vavra Capital Management, LLC History No change 45,978 2,859 2.5% 2.5% 279 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 43,208 2,835 0.34% 0.34% 280 0 0.0% Q2 2026 Aug 12, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 45,474 2,828 0.2% 0.2% 281 0 0.0% Q2 2026 Jul 16, 2026
Proactive Wealth Strategies LLC History No change 45,329 2,819 0.45% 0.45% 282 0 0.0% Q2 2026 Aug 10, 2026
AlTi Global, Inc. History No change 44,609 2,786 0.06% 0.06% 283 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 44,773 2,784 0.09% 0.09% 284 0 0.0% Q2 2026 Jul 31, 2026
Fortis Group Advisors, LLC History No change 44,260 2,752 0.44% 0.44% 285 0 0.0% Q2 2026 Jul 24, 2026
WealthTrak Capital Management LLC History No change 43,553 2,708 1.78% 1.78% 286 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 43,402 2,699 0.03% 0.03% 287 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 43,112 2,681 1.61% 1.61% 288 0 0.0% Q2 2026 Aug 17, 2026
IFG Advisory, LLC History No change 42,961 2,672 0.09% 0.09% 289 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 42,681 2,654 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 12, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 42,381 2,636 1.69% 1.69% 291 0 0.0% Q2 2026 Aug 04, 2026
Apollon Financial, LLC History No change 42,089 2,617 0.31% 0.31% 292 0 0.0% Q2 2026 Jul 22, 2026
Atria Investments, Inc History No change 41,468 2,579 0.03% 0.03% 293 0 0.0% Q2 2026 Jul 28, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 41,416 2,576 0.24% 0.24% 294 0 0.0% Q2 2026 Jul 09, 2026
Ellis Investment Partners, LLC History No change 40,644 2,528 0.38% 0.38% 295 0 0.0% Q2 2026 Aug 05, 2026
JBR Co Financial Management Inc History No change 40,454 2,516 0.92% 0.92% 296 0 0.0% Q2 2026 Jul 09, 2026
Davidson Kahn Capital Management, LLC History No change 39,952 2,493 1.07% 1.07% 297 0 0.0% Q2 2026 Jul 14, 2026
Creative Planning History No change 39,732 2,471 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 38,804 2,413 0.08% 0.08% 299 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 38,431 2,390 0.12% 0.12% 300 0 0.0% Q2 2026 Jul 28, 2026
High Net Worth Advisory Group LLC History No change 38,274 2,380 0.51% 0.51% 301 0 0.0% Q2 2026 Jul 29, 2026
Copper Harbor Investment Advisors, LLC History No change 37,701 2,345 0.5% 0.5% 302 0 0.0% Q2 2026 Jul 23, 2026
NCM Capital Management, LLC History No change 37,342 2,322 0.72% 0.72% 303 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 36,917 2,296 0.07% 0.07% 304 0 0.0% Q2 2026 Jul 09, 2026
Wilkerson Advisory Group LLC History No change 36,702 2,282 0.7% 0.7% 305 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 36,487 2,269 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 36,406 2,264 0.03% 0.03% 307 0 0.0% Q2 2026 Aug 14, 2026
USAdvisors Wealth Management, LLC History No change 36,355 2,261 0.65% 0.65% 308 0 0.0% Q2 2026 Jul 29, 2026
Savvy Advisors, Inc. History No change 36,335 2,260 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 03, 2026
PEAK FINANCIAL ADVISORS LLC History No change 36,053 2,242 0.93% 0.93% 310 0 0.0% Q2 2026 Jul 17, 2026
Atlas Wealth Partners, LLC History No change 36,006 2,239 2.45% 2.45% 311 0 0.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History No change 35,815 2,227 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 35,534 2,210 0.08% 0.08% 313 0 0.0% Q2 2026 Jul 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 35,129 2,205 0.13% 0.13% 314 0 0.0% Q2 2026 Jul 22, 2026
Heritage Wealth Management, Inc. History No change 35,251 2,192 0.55% 0.55% 315 0 0.0% Q2 2026 Jul 28, 2026
Pasadena Private Wealth, LLC History No change 34,668 2,156 0.27% 0.27% 316 0 0.0% Q2 2026 Aug 10, 2026
J2 Capital Management Inc History No change 34,036 2,117 1.42% 1.42% 317 0 0.0% Q2 2026 Jul 20, 2026
Americana Partners, LLC History No change 33,936 2,110 0.05% 0.05% 318 0 0.0% Q2 2026 Aug 05, 2026
QTR Family Wealth, LLC History No change 33,729 2,097 0.73% 0.73% 319 0 0.0% Q2 2026 Jul 27, 2026
Brio Consultants, LLC History No change 33,626 2,091 0.25% 0.25% 320 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 33,361 2,075 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 33,024 2,054 0.18% 0.18% 322 0 0.0% Q2 2026 Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 32,953 2,049 0.03% 0.03% 323 0 0.0% Q2 2026 Aug 03, 2026
STAPP WEALTH MANAGEMENT, PLLC History No change 32,887 2,045 2.67% 2.67% 324 0 0.0% Q2 2026 Jul 21, 2026
Evolution Wealth Advisors, LLC History No change 32,833 2,042 0.24% 0.24% 325 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 32,421 2,016 0.12% 0.12% 326 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 31,958 1,987 0.1% 0.1% 327 0 0.0% Q2 2026 Jul 31, 2026
Quadrature Capital Ltd History No change 31,843 1,980 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 31,247 1,943 0.03% 0.03% 329 0 0.0% Q2 2026 Jul 17, 2026
B. Riley Wealth Advisors, Inc. History No change 30,898 1,940 0.1% 0.1% 330 0 0.0% Q2 2026 Jul 14, 2026
Goldstein Advisors, LLC History No change 31,087 1,933 0.18% 0.18% 331 0 0.0% Q2 2026 Jul 20, 2026
Venture Visionary Partners LLC History No change 31,067 1,932 0.05% 0.05% 332 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 29,492 1,914 0.27% 0.27% 333 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 30,747 1,912 0.04% 0.04% 334 0 0.0% Q2 2026 Jul 29, 2026
OFC FINANCIAL PLANNING, LLC History No change 30,730 1,911 1.7% 1.7% 335 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 30,672 1,907 0.06% 0.06% 336 0 0.0% Q2 2026 Jul 27, 2026
HF Advisory Group, LLC History No change 30,285 1,883 0.58% 0.58% 337 0 0.0% Q2 2026 Jul 08, 2026
ERn Financial, LLC History No change 29,937 1,862 0.31% 0.31% 338 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 29,896 1,859 0.15% 0.15% 339 0 0.0% Q2 2026 Jul 28, 2026
National Wealth Management Group, LLC History No change 29,804 1,853 0.57% 0.57% 340 0 0.0% Q2 2026 Jul 14, 2026
Oder Investment Management, LLC History No change 29,541 1,837 1.23% 1.23% 341 0 0.0% Q2 2026 Aug 11, 2026
Echo Wealth Management, LLC History No change 29,442 1,831 0.93% 0.93% 342 0 0.0% Q2 2026 Jul 24, 2026
SFI Advisors, LLC History No change 29,387 1,827 1.58% 1.58% 343 0 0.0% Q2 2026 Jul 27, 2026
PCG Wealth Advisors, LLC History No change 29,229 1,818 0.41% 0.41% 344 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 29,100 1,810 0.11% 0.11% 345 0 0.0% Q2 2026 Jul 23, 2026
Bluespring Wealth Management, LLC History No change 29,001 1,803 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 28,880 1,796 0.13% 0.13% 347 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 28,860 1,795 0.23% 0.23% 348 0 0.0% Q2 2026 Jul 31, 2026
Investment Partners Asset Management, Inc. History No change 28,794 1,791 1.0% 1.0% 349 0 0.0% Q2 2026 Jul 24, 2026
IAM Advisory, LLC History No change 28,757 1,788 0.35% 0.35% 350 0 0.0% Q2 2026 Jul 14, 2026
Centurion Wealth Management LLC History No change 28,615 1,779 0.43% 0.43% 351 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 28,552 1,775 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 29, 2026
Paragon Advisors, LLC History No change 28,325 1,761 0.37% 0.37% 353 0 0.0% Q2 2026 Jul 29, 2026
Main Street Financial Solutions, LLC History No change 27,610 1,717 0.11% 0.11% 354 0 0.0% Q2 2026 Aug 07, 2026
Unified Investment Management History No change 27,271 1,696 1.56% 1.56% 355 0 0.0% Q2 2026 Jul 27, 2026
Coquina Private Wealth LLC History No change 27,210 1,692 1.15% 1.15% 356 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 26,717 1,661 0.27% 0.27% 357 0 0.0% Q2 2026 Aug 04, 2026
Caprock Group, LLC History No change 26,695 1,660 0.03% 0.03% 358 0 0.0% Q2 2026 Jul 27, 2026
Sowell Financial Services LLC History No change 26,422 1,643 0.05% 0.05% 359 0 0.0% Q2 2026 Jul 17, 2026
White Knight Strategic Wealth Advisors, LLC History No change 26,384 1,641 1.15% 1.15% 360 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 24,774 1,633 0.03% 0.03% 361 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 24,774 1,633 0.03% 0.03% 362 0 0.0% Q2 2026 Jul 29, 2026
Continuum Advisory, LLC History No change 26,195 1,629 0.13% 0.13% 363 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 26,183 1,628 0.04% 0.04% 364 0 0.0% Q2 2026 Aug 13, 2026
Swisher Financial Concepts, Inc. History No change 25,921 1,612 1.02% 1.02% 365 0 0.0% Q2 2026 Aug 06, 2026
Next Level Private LLC History No change 25,263 1,571 0.31% 0.31% 366 0 0.0% Q2 2026 Jul 09, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 25,174 1,565 0.11% 0.11% 367 0 0.0% Q2 2026 Jul 20, 2026
StoneX Group Inc. History No change 25,052 1,558 0.06% 0.06% 368 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 24,808 1,543 0.04% 0.04% 369 0 0.0% Q2 2026 Aug 13, 2026
Lewis Asset Management, LLC History No change 24,569 1,528 0.54% 0.54% 370 0 0.0% Q2 2026 Jul 21, 2026
Verity Asset Management, Inc. History No change 24,509 1,524 0.58% 0.58% 371 0 0.0% Q2 2026 Aug 13, 2026
Compass Advisory Group LLC History No change 24,476 1,522 0.36% 0.36% 372 0 0.0% Q2 2026 Aug 11, 2026
Sun Financial Inc History No change 21,670 1,517 0.72% 0.72% 373 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 24,262 1,509 0.25% 0.25% 374 0 0.0% Q2 2026 Aug 05, 2026
Signature Equity Partners, LLC History No change 24,023 1,494 0.69% 0.69% 375 0 0.0% Q2 2026 Jul 30, 2026
WORLD EQUITY GROUP, INC. History No change 23,959 1,490 0.33% 0.33% 376 0 0.0% Q2 2026 Jul 09, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 22,053 1,472 0.4% 0.3% 377 +3,382 18.11% Q3 2026 Oct 02, 2026
Trademark Financial Management, LLC History No change 23,355 1,452 0.59% 0.59% 378 0 0.0% Q2 2026 Jul 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 23,392 1,447 0.38% 0.38% 379 0 0.0% Q2 2026 Jul 30, 2026
Annex Advisory Services, LLC History No change 23,049 1,433 0.02% 0.02% 380 0 0.0% Q2 2026 Jul 10, 2026
GK Wealth Management LLC History No change 22,848 1,421 0.75% 0.75% 381 0 0.0% Q2 2026 Jul 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 22,500 1,399 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
Global Financial Private Client, LLC History No change 22,253 1,384 0.38% 0.38% 383 0 0.0% Q2 2026 Jul 20, 2026
Sound Income Strategies, LLC History No change 22,141 1,377 0.06% 0.06% 384 0 0.0% Q2 2026 Jul 20, 2026
Sloy Dahl & Holst, LLC History No change 22,119 1,375 0.17% 0.17% 385 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC / MO History No change 22,122 1,375 0.91% 0.91% 386 0 0.0% Q2 2026 Jul 24, 2026
OPINICUS CAPITAL, INC. History No change 22,031 1,370 0.73% 0.73% 387 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 21,869 1,360 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 21,838 1,358 0.05% 0.05% 389 0 0.0% Q2 2026 Jul 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,726 1,351 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 21,569 1,341 0.35% 0.35% 391 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 21,556 1,340 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 03, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 21,518 1,338 0.15% 0.15% 393 0 0.0% Q2 2026 Aug 10, 2026
FLOW TRADERS U.S. LLC History No change 21,276 1,323 0.05% 0.05% 394 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 21,088 1,311 0.04% 0.04% 395 0 0.0% Q2 2026 Jul 24, 2026
ROMANO BROTHERS AND COMPANY History No change 21,058 1,309 0.13% 0.13% 396 0 0.0% Q2 2026 Jul 21, 2026
Strategic Equity Management History No change 21,046 1,309 0.44% 0.44% 397 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 20,968 1,304 0.05% 0.05% 398 0 0.0% Q2 2026 Aug 06, 2026
GLOBALT Investments LLC / GA History No change 20,963 1,303 0.04% 0.04% 399 0 0.0% Q2 2026 Aug 10, 2026
Avestar Capital, LLC History No change 20,655 1,284 0.07% 0.07% 400 0 0.0% Q2 2026 Jul 29, 2026
Tactive Advisors, LLC History No change 20,524 1,276 0.31% 0.31% 401 0 0.0% Q2 2026 Jul 08, 2026
Forefront Wealth Partners, LLC History No change 20,509 1,275 0.4% 0.4% 402 0 0.0% Q2 2026 Aug 20, 2026
Meridian Wealth Management, LLC History No change 20,287 1,261 0.04% 0.04% 403 0 0.0% Q2 2026 Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 20,223 1,257 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 14, 2026
BlueChip Wealth Advisors LLC History No change 20,189 1,255 0.48% 0.48% 405 0 0.0% Q2 2026 Jul 30, 2026
Vivid Wealth Management, LLC History No change 20,158 1,253 0.44% 0.44% 406 0 0.0% Q2 2026 Jul 28, 2026
KOM Wealth Management Group, LLC History No change 20,090 1,249 0.75% 0.75% 407 0 0.0% Q2 2026 Jul 23, 2026
Powers Advisory Group, LLC History No change 19,953 1,241 0.39% 0.39% 408 0 0.0% Q2 2026 Jul 31, 2026
AdvisorNet Financial, Inc History No change 19,842 1,234 0.06% 0.06% 409 0 0.0% Q2 2026 Jul 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 19,570 1,217 0.18% 0.18% 410 0 0.0% Q2 2026 Jul 21, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 19,427 1,208 0.55% 0.55% 411 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 19,132 1,195 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
BigSur Wealth Management LLC History No change 19,155 1,191 0.29% 0.29% 413 0 0.0% Q2 2026 Jul 14, 2026
Empire Financial Management Company, LLC History No change 19,100 1,188 0.47% 0.47% 414 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 19,057 1,185 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 12, 2026
Garden State Investment Advisory Services LLC History No change 18,760 1,166 0.21% 0.21% 416 0 0.0% Q2 2026 Aug 11, 2026
Brookwood Investment Group LLC History No change 18,749 1,166 0.13% 0.13% 417 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 18,592 1,156 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 11, 2026
Insight Wealth Partners, LLC History No change 18,536 1,152 0.15% 0.15% 419 0 0.0% Q2 2026 Aug 06, 2026
Key Client Fiduciary Advisors, LLC History No change 18,509 1,151 0.33% 0.33% 420 0 0.0% Q2 2026 Jul 09, 2026
Trivium Point Advisory, LLC History No change 18,478 1,149 0.1% 0.1% 421 0 0.0% Q2 2026 Aug 06, 2026
Tripletail Wealth Management, LLC History No change 18,027 1,149 1.32% 1.32% 422 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 18,121 1,127 0.21% 0.21% 423 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 18,007 1,120 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 17,941 1,115 0.96% 0.96% 425 0 0.0% Q2 2026 Jul 23, 2026
RFG Advisory, LLC History No change 17,830 1,109 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 15, 2026
Canvas Wealth Advisors, LLC History No change 17,749 1,103 0.15% 0.15% 427 0 0.0% Q2 2026 Jul 10, 2026
Sovran Advisors, LLC History No change 16,087 1,091 0.08% 0.08% 428 0 0.0% Q2 2026 Jul 29, 2026
Flagship Capital Management Inc. History No change 17,270 1,074 0.68% 0.68% 429 0 0.0% Q2 2026 Jul 21, 2026
Dana Investment Advisors, Inc. History No change 17,167 1,067 0.03% 0.03% 430 0 0.0% Q2 2026 Aug 13, 2026
Mayfair Advisory Group, LLC History No change 16,374 1,062 0.32% 0.32% 431 0 0.0% Q2 2026 Aug 11, 2026
Patriot Financial Group Insurance Agency, LLC History No change 16,923 1,052 0.11% 0.11% 432 0 0.0% Q2 2026 Jul 16, 2026
BlueStem Wealth Partners, LLC History No change 16,820 1,046 0.1% 0.1% 433 0 0.0% Q2 2026 Aug 11, 2026
VICUS CAPITAL History No change 16,810 1,045 0.07% 0.07% 434 0 0.0% Q2 2026 Aug 05, 2026
Inspire Advisors, LLC History No change 16,643 1,037 0.07% 0.07% 435 0 0.0% Q2 2026 Aug 13, 2026
Investor's Fiduciary Advisor Network, LLC History No change 16,592 1,032 0.35% 0.35% 436 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 16,568 1,030 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 07, 2026
Dedeker Financial LLC History No change 16,377 1,018 0.58% 0.58% 438 0 0.0% Q2 2026 Aug 10, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 16,225 1,009 0.17% 0.17% 439 0 0.0% Q2 2026 Jul 08, 2026
5T Wealth, LLC History No change 16,140 1,003 0.37% 0.37% 440 0 0.0% Q2 2026 Jul 21, 2026
Cypress Wealth Services, LLC History No change 16,097 1,001 0.12% 0.12% 441 0 0.0% Q2 2026 Jul 10, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 15,722 977 0.13% 0.13% 442 0 0.0% Q2 2026 Jul 24, 2026
Wellspring Financial Advisors, LLC History No change 15,482 963 0.06% 0.06% 443 0 0.0% Q2 2026 Jul 20, 2026
Nilsine Partners, LLC History No change 14,996 932 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 24, 2026
Revisor Wealth Management LLC History No change 14,914 927 0.22% 0.22% 445 0 0.0% Q2 2026 Jul 21, 2026
Alchemi Wealth, LLC History No change 14,904 927 0.43% 0.43% 446 0 0.0% Q2 2026 Jul 29, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 14,843 923 0.2% 0.2% 447 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 14,745 917 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 14,736 916 0.0% 0.0% 449 0 0.0% Q2 2026 Sep 23, 2026
Braeburn Wealth Management LLC History No change 14,591 907 0.39% 0.39% 450 0 0.0% Q2 2026 Jul 21, 2026
Vestmark Advisory Solutions, Inc. History No change 14,476 900 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 14, 2026
BEAM WEALTH ADVISORS, INC. History No change 14,345 892 0.2% 0.2% 452 0 0.0% Q2 2026 Jul 29, 2026
BARRETT & COMPANY, INC. History No change 14,312 890 0.25% 0.25% 453 0 0.0% Q2 2026 Jul 24, 2026
Sound View Wealth Advisors Group, LLC History No change 14,323 890 0.06% 0.06% 454 0 0.0% Q2 2026 Aug 11, 2026
Rubicon Advisors, GP History No change 14,204 883 0.64% 0.64% 455 0 0.0% Q2 2026 Jul 29, 2026
Sageworth Trust Co History No change 14,190 882 0.03% 0.03% 456 0 0.0% Q2 2026 Jul 28, 2026
RASP WEALTH SOLUTIONS, LLC History No change 14,087 876 0.29% 0.29% 457 0 0.0% Q2 2026 Aug 11, 2026
Avantax Planning Partners, Inc. History No change 13,933 866 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 28, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 13,918 865 0.64% 0.64% 459 0 0.0% Q2 2026 Jul 24, 2026
Lighthouse Financial LLC History No change 13,912 865 0.45% 0.45% 460 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 13,902 864 0.27% 0.27% 461 0 0.0% Q2 2026 Jul 20, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 13,895 864 0.27% 0.27% 462 0 0.0% Q2 2026 Jul 28, 2026
Apollon Wealth Management, LLC History No change 13,875 863 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 13,843 861 0.2% 0.2% 464 0 0.0% Q2 2026 Jul 28, 2026
CPWA, LLC History No change 13,826 859 1.0% 1.0% 465 0 0.0% Q2 2026 Jul 30, 2026
Beacon Pointe Advisors, LLC History No change 13,806 858 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 18, 2026
ROMAN BUTLER FULLERTON & CO History No change 13,523 855 0.2% 0.2% 467 0 0.0% Q2 2026 Aug 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 13,750 855 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 15, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 13,704 852 0.7% 0.7% 469 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 13,643 848 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 13, 2026
Vertex Planning Partners, LLC History No change 13,583 844 0.13% 0.13% 471 0 0.0% Q2 2026 Aug 14, 2026
OxenFree Capital LLC History No change 13,146 844 0.39% 0.39% 472 0 0.0% Q2 2026 Jul 08, 2026
AMG Asset Management Group, Inc. History No change 13,568 843 0.53% 0.53% 473 0 0.0% Q2 2026 Jul 29, 2026
Harbor Asset Planning, Inc. History No change 13,518 840 0.63% 0.63% 474 0 0.0% Q2 2026 Jul 22, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 13,451 836 0.13% 0.13% 475 0 0.0% Q2 2026 Jul 14, 2026
Total Clarity Wealth Management, Inc. History No change 13,403 833 0.16% 0.16% 476 0 0.0% Q2 2026 Jul 23, 2026
Guardian Asset Advisors, LLC History No change 13,193 820 0.38% 0.38% 477 0 0.0% Q2 2026 Jul 21, 2026
Cooper Financial Group History No change 13,056 812 0.07% 0.07% 478 0 0.0% Q2 2026 Jul 08, 2026
Balentine LLC History No change 12,908 802 0.03% 0.03% 479 0 0.0% Q2 2026 Aug 06, 2026
INTEGRITY ALLIANCE, LLC. History No change 12,883 801 0.03% 0.03% 480 0 0.0% Q2 2026 Jul 31, 2026
RMR Wealth Builders History No change 12,894 801 0.05% 0.05% 481 0 0.0% Q2 2026 Jul 24, 2026
SlateStone Wealth, LLC History No change 12,706 790 0.06% 0.06% 482 0 0.0% Q2 2026 Jul 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 12,636 785 0.04% 0.04% 483 0 0.0% Q2 2026 Jul 20, 2026
SCS Capital Management LLC History No change 12,590 783 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 12,585 782 0.32% 0.32% 485 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 12,448 774 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 12,434 773 0.22% 0.22% 487 0 0.0% Q2 2026 Aug 03, 2026
Dynamic Advisor Solutions LLC History No change 12,422 772 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 07, 2026
WCG Wealth Advisors LLC History No change 12,395 770 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 14, 2026
Cairn Investment Group, Inc. History No change 12,370 769 0.34% 0.34% 490 0 0.0% Q2 2026 Jul 28, 2026
Tyche Wealth Partners LLC History No change 12,373 769 0.11% 0.11% 491 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 12,318 766 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 14, 2026
Ranch Capital Advisors Inc. History No change 12,325 766 0.24% 0.24% 493 0 0.0% Q2 2026 Aug 03, 2026
CFS Investment Advisory Services, LLC History No change 12,019 766 0.05% 0.05% 494 0 0.0% Q2 2026 Jul 16, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 12,245 761 0.05% 0.05% 495 0 0.0% Q2 2026 Aug 07, 2026
TCFG Investment Advisors, LLC History No change 12,095 761 0.26% 0.26% 496 0 0.0% Q2 2026 Jul 17, 2026
Commonwealth Financial Services, LLC History No change 12,214 759 0.1% 0.1% 497 0 0.0% Q2 2026 Jul 15, 2026
Long Island Wealth Management, Inc. History No change 12,192 758 0.31% 0.31% 498 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 12,088 751 0.07% 0.07% 499 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 11,989 745 0.04% 0.04% 500 0 0.0% Q2 2026 Jul 29, 2026
Pathstone Holdings, LLC History No change 11,809 734 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 13, 2026
Front Row Advisors LLC History No change 10,403 730 0.21% 0.21% 502 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 11,555 718 0.04% 0.04% 503 0 0.0% Q2 2026 Aug 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 11,500 715 0.25% 0.25% 504 0 0.0% Q2 2026 Jul 23, 2026
Claro Advisors Inc. History No change 11,407 709 0.07% 0.07% 505 0 0.0% Q2 2026 Jul 30, 2026
MWA Asset Management History No change 11,228 698 0.32% 0.32% 506 0 0.0% Q2 2026 Jul 31, 2026
ProVise Management Group, LLC History No change 11,169 694 0.05% 0.05% 507 0 0.0% Q2 2026 Aug 03, 2026
ARWA LLC History No change 10,651 694 0.29% 0.29% 508 0 0.0% Q2 2026 Jul 24, 2026
Ballast Rock Private Wealth LLC History No change 11,126 692 0.32% 0.32% 509 0 0.0% Q2 2026 Aug 10, 2026
VISTA INVESTMENT PARTNERS LLC History No change 11,081 689 0.17% 0.17% 510 0 0.0% Q2 2026 Jul 09, 2026
LaSalle St. Investment Advisors, LLC History No change 11,068 688 0.08% 0.08% 511 0 0.0% Q2 2026 Aug 11, 2026
Berger Financial Group, Inc History No change 11,048 687 0.04% 0.04% 512 0 0.0% Q2 2026 Aug 04, 2026
MMA ASSET MANAGEMENT LLC History No change 10,996 683 0.22% 0.22% 513 0 0.0% Q2 2026 Aug 04, 2026
PGIM Custom Harvest LLC History No change 10,973 682 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 13, 2026
CHANNEL WEALTH LLC History No change 10,960 681 0.15% 0.15% 515 0 0.0% Q2 2026 Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 10,835 673 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 27, 2026
Colonial River Investments, LLC History No change 10,675 663 0.19% 0.19% 517 0 0.0% Q2 2026 Jul 24, 2026
FWG Holdings, LLC History No change 10,226 663 0.23% 0.23% 518 0 0.0% Q2 2026 Aug 13, 2026
Sonoma Allocations LLC History No change 10,488 662 0.21% 0.21% 519 0 0.0% Q2 2026 Jul 08, 2026
BNB Wealth Management, LLC History No change 10,629 661 0.36% 0.36% 520 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 10,188 655 0.08% 0.08% 521 0 0.0% Q2 2026 Jul 29, 2026
Hofer & Associates. Inc History No change 10,419 648 0.31% 0.31% 522 0 0.0% Q2 2026 Jul 21, 2026
Allie Family Office LLC History No change 10,374 645 0.24% 0.24% 523 0 0.0% Q2 2026 Oct 02, 2026
Rothschild Capital Partners, LLC History No change 10,335 642 0.14% 0.14% 524 0 0.0% Q2 2026 Aug 14, 2026
Chicago Wealth Management, Inc. History No change 10,220 635 0.23% 0.23% 525 0 0.0% Q2 2026 Aug 11, 2026
TAGStone Capital, Inc. History No change 10,210 635 0.2% 0.2% 526 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 10,182 633 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 10,143 630 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 04, 2026
Millstone Evans Group, LLC History No change 10,139 630 0.34% 0.34% 529 0 0.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,000 622 0.05% 0.05% 530 0 0.0% Q2 2026 Aug 14, 2026
Gaddis Premier Wealth Advisors LLC History No change 10,010 622 0.38% 0.38% 531 0 0.0% Q2 2026 Aug 04, 2026
BCGM Wealth Management, LLC History No change 9,899 615 0.13% 0.13% 532 0 0.0% Q2 2026 Aug 04, 2026
Avior Wealth Management, LLC History No change 9,887 614 0.02% 0.02% 533 0 0.0% Q2 2026 Jul 07, 2026
Centerpoint Advisory Group History No change 9,857 613 0.39% 0.39% 534 0 0.0% Q2 2026 Jul 29, 2026
Centric Wealth Management History No change 9,654 610 0.09% 0.09% 535 0 0.0% Q2 2026 Aug 06, 2026
Secure Asset Management, LLC History No change 9,820 610 0.09% 0.09% 536 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 9,715 604 0.04% 0.04% 537 0 0.0% Q2 2026 Jul 21, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 9,671 601 0.03% 0.03% 538 0 0.0% Q2 2026 Jul 24, 2026
Bravias Capital Group, LLC History No change 9,671 601 0.36% 0.36% 539 0 0.0% Q2 2026 Jul 30, 2026
Gateway Wealth Partners, LLC History No change 9,565 594 0.04% 0.04% 540 0 0.0% Q2 2026 Aug 04, 2026
Madison Wealth Partners, Inc History No change 9,535 593 0.08% 0.08% 541 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 9,496 590 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 29, 2026
Lionsbridge Wealth Management LLC History No change 9,413 585 0.57% 0.57% 543 0 0.0% Q2 2026 Aug 05, 2026
Vann Equity Management LLC History No change 9,408 585 0.36% 0.36% 544 0 0.0% Q2 2026 Aug 05, 2026
Windsor Advisory Group, LLC History No change 9,388 583 0.42% 0.42% 545 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,335 580 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 07, 2026
MSH Capital Advisors LLC History No change 9,290 577 0.1% 0.1% 547 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 9,267 576 0.1% 0.1% 548 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 9,260 575 0.03% 0.03% 549 0 0.0% Q2 2026 Aug 04, 2026
GSG Advisors LLC History No change 9,204 572 0.13% 0.13% 550 0 0.0% Q2 2026 Aug 13, 2026
Capstone Wealth Management Group, Inc. History No change 9,205 572 0.34% 0.34% 551 0 0.0% Q2 2026 Jul 27, 2026
WealthCare Investment Partners, LLC History No change 9,181 571 0.14% 0.14% 552 0 0.0% Q2 2026 Aug 10, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 9,145 568 0.09% 0.09% 553 0 0.0% Q2 2026 Jul 29, 2026
LexAurum Advisors, LLC History No change 9,072 564 0.07% 0.07% 554 0 0.0% Q2 2026 Jul 15, 2026
IMA Advisory Services, Inc. History No change 9,057 563 0.04% 0.04% 555 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 8,933 563 0.12% 0.12% 556 0 0.0% Q2 2026 Jul 27, 2026
Provident Living Financial Services, Inc. History No change 9,066 563 0.55% 0.55% 557 0 0.0% Q2 2026 Aug 05, 2026
Diligent Investors, LLC History No change 9,025 561 0.12% 0.12% 558 0 0.0% Q2 2026 Jul 24, 2026
PFG Investments, LLC History No change 8,967 557 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 23, 2026
Bay Rivers Group History No change 8,946 556 0.19% 0.19% 560 0 0.0% Q2 2026 Jul 09, 2026
Heck Capital Advisors, LLC History No change 8,939 556 0.03% 0.03% 561 0 0.0% Q2 2026 Jul 10, 2026
Hilltop Holdings Inc. History No change 8,867 551 0.04% 0.04% 562 0 0.0% Q2 2026 Aug 13, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 8,769 545 0.16% 0.16% 563 0 0.0% Q2 2026 Aug 10, 2026
IFS Group,LLC History No change 8,775 545 0.75% 0.75% 564 0 0.0% Q2 2026 Jul 23, 2026
Balefire, LLC History No change 8,761 544 0.09% 0.09% 565 0 0.0% Q2 2026 Jul 07, 2026
IVC Wealth Advisors LLC History No change 8,707 541 0.21% 0.21% 566 0 0.0% Q2 2026 Jul 14, 2026
Tower Research Capital LLC (TRC) History No change 8,640 537 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 11, 2026
NOVEM GROUP History No change 8,634 537 0.05% 0.05% 568 0 0.0% Q2 2026 Jul 21, 2026
BANK OF MONTREAL /CAN/ History No change 8,536 530 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 8,508 529 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 14, 2026
Hilton Head Capital Partners, LLC History No change 8,504 528 0.27% 0.27% 571 0 0.0% Q2 2026 Jul 27, 2026
Opal Wealth Advisors, LLC History No change 8,466 526 0.11% 0.11% 572 0 0.0% Q2 2026 Jul 20, 2026
Jacksonville Wealth Management, LLC History No change 8,452 525 0.3% 0.3% 573 0 0.0% Q2 2026 Aug 04, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 8,428 524 0.1% 0.1% 574 0 0.0% Q2 2026 Aug 14, 2026
M3 Advisory Group, LLC History No change 8,395 522 0.27% 0.27% 575 0 0.0% Q2 2026 Jul 24, 2026
Innovative Asset Advisors Group, LLC History No change 8,382 521 0.23% 0.23% 576 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History No change 8,309 516 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 10, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 8,287 515 0.28% 0.28% 578 0 0.0% Q2 2026 Jul 23, 2026
Kraft, Davis & Associates, LLC History No change 8,101 515 0.11% 0.11% 579 0 0.0% Q2 2026 Jul 09, 2026
Tranquility Partners, LLC History No change 8,179 509 0.17% 0.17% 580 0 0.0% Q2 2026 Jul 23, 2026
BankPlus Wealth Management LLC History No change 8,161 507 0.23% 0.23% 581 0 0.0% Q2 2026 Jul 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 8,091 506 0.06% 0.06% 582 0 0.0% Q2 2026 Aug 05, 2026
Grant Street Asset Management, Inc. History No change 8,084 502 0.08% 0.08% 583 0 0.0% Q2 2026 Aug 05, 2026
MBE Wealth Management, LLC History No change 8,046 500 0.18% 0.18% 584 0 0.0% Q2 2026 Jul 24, 2026
Glass Jacobson Investment Advisors llc History No change 8,031 499 0.16% 0.16% 585 0 0.0% Q2 2026 Jul 30, 2026
Cypress Capital Group History No change 8,000 497 0.05% 0.05% 586 0 0.0% Q2 2026 Aug 05, 2026
Maridea Wealth Management LLC History No change 7,958 495 0.05% 0.05% 587 0 0.0% Q2 2026 Aug 06, 2026
UPTICK PARTNERS, LLC History No change 7,909 491 0.08% 0.08% 588 0 0.0% Q2 2026 Aug 10, 2026
NTV ASSET MANAGEMENT LLC History No change 7,875 489 0.05% 0.05% 589 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIENT ADVISORS LLC History No change 7,856 488 0.07% 0.07% 590 0 0.0% Q2 2026 Aug 07, 2026
Prepared Retirement Institute LLC History No change 7,775 483 0.21% 0.21% 591 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,663 476 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 13, 2026
Intrepid Financial Planning Group LLC History No change 7,634 474 0.16% 0.16% 593 0 0.0% Q2 2026 Aug 12, 2026
Clark Asset Management, LLC History No change 7,623 474 0.04% 0.04% 594 0 0.0% Q2 2026 Jul 07, 2026
ASSETMARK, INC History No change 7,592 472 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 30, 2026
Avantra Family Wealth, Inc. History No change 7,569 470 0.3% 0.3% 596 0 0.0% Q2 2026 Jul 29, 2026
Odyssey Capital Advisors, Inc. History No change 7,479 465 0.33% 0.33% 597 0 0.0% Q2 2026 Jul 31, 2026
ETF Store, Inc. History No change 7,401 460 0.38% 0.38% 598 0 0.0% Q2 2026 Jul 29, 2026
Tortuga Wealth Management, Inc History No change 7,394 459 0.35% 0.35% 599 0 0.0% Q2 2026 Jul 30, 2026
Nuveen, LLC History No change 7,318 455 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 11, 2026
Accurate Wealth Management, LLC History No change 7,068 452 0.04% 0.04% 601 0 0.0% Q2 2026 Jul 14, 2026
Spire Wealth Management History No change 7,263 451 0.01% 0.01% 602 0 0.0% Q2 2026 Jul 15, 2026
Teamwork Financial Advisors, LLC History No change 7,231 449 0.04% 0.04% 603 0 0.0% Q2 2026 Jul 08, 2026
Koshinski Asset Management, Inc. History No change 7,201 447 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 27, 2026
BKM Wealth Management, LLC History No change 7,189 447 0.16% 0.16% 605 0 0.0% Q2 2026 Jul 29, 2026
North Capital, Inc. History No change 7,135 443 0.33% 0.33% 606 0 0.0% Q2 2026 Jul 14, 2026
Perissos Private Wealth Management, LLC History No change 7,114 442 0.3% 0.3% 607 0 0.0% Q2 2026 Aug 13, 2026
Welch Financial Planning, LLC History No change 7,067 439 0.26% 0.26% 608 0 0.0% Q2 2026 Jul 14, 2026
Next Level Wealth Planning, LLC History No change 7,035 437 0.19% 0.19% 609 0 0.0% Q2 2026 Jul 30, 2026
Axiom Investment Management LLC History No change 7,019 436 0.29% 0.29% 610 0 0.0% Q2 2026 Jul 30, 2026
Equity Wealth Partners, LLC History No change 7,016 436 0.16% 0.16% 611 0 0.0% Q2 2026 Jul 27, 2026
Atlas Private Wealth Advisors History No change 6,906 429 0.09% 0.09% 612 0 0.0% Q2 2026 Jul 27, 2026
Stewardship Advisors, LLC History No change 6,726 418 0.09% 0.09% 613 0 0.0% Q2 2026 Jul 20, 2026
SAXON INTERESTS, INC. History No change 6,733 418 0.12% 0.12% 614 0 0.0% Q2 2026 Aug 12, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 6,659 414 0.08% 0.08% 615 0 0.0% Q2 2026 Aug 13, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,655 413 0.04% 0.04% 616 0 0.0% Q2 2026 Jul 28, 2026
Northwest Wealth Advisors, LLC History No change 6,639 412 0.24% 0.24% 617 0 0.0% Q2 2026 Jul 23, 2026
Modera Wealth Management, LLC History No change 6,584 409 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 03, 2026
Thompson David Blair History No change 6,592 409 0.2% 0.2% 619 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Axiom LLC History No change 6,526 405 0.09% 0.09% 620 0 0.0% Q2 2026 Aug 11, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,502 404 0.03% 0.03% 621 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 6,498 404 0.05% 0.05% 622 0 0.0% Q2 2026 Sep 02, 2026
PARK NATIONAL CORP /OH/ History New 6,000 400 0.01% — 623 +6,000 New Q3 2026 Oct 05, 2026
Resurgent Financial Advisors LLC History No change 6,411 398 0.11% 0.11% 624 0 0.0% Q2 2026 Aug 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 6,324 393 0.07% 0.07% 625 0 0.0% Q2 2026 Aug 21, 2026
Trust Point Inc. History No change 6,284 390 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 08, 2026
Pallas Capital Advisors LLC History No change 6,110 380 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 07, 2026
Richardson Capital Management LLC History No change 6,068 377 0.16% 0.16% 628 0 0.0% Q2 2026 Jul 17, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 5,990 372 0.23% 0.23% 629 0 0.0% Q2 2026 Jul 15, 2026
REGIMEN WEALTH, LLC History No change 5,967 371 0.1% 0.1% 630 0 0.0% Q2 2026 Aug 05, 2026
Level Wealth Management LLC History No change 5,966 371 0.15% 0.15% 631 0 0.0% Q2 2026 Jul 28, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 5,848 363 0.35% 0.35% 632 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 5,823 362 0.4% 0.4% 633 0 0.0% Q2 2026 Jul 02, 2026
L & S Advisors Inc History No change 5,777 359 0.04% 0.04% 634 0 0.0% Q2 2026 Aug 12, 2026
McAlister, Sweet & Associates, Inc. History No change 5,784 359 0.19% 0.19% 635 0 0.0% Q2 2026 Jul 13, 2026
Socha Financial Group, LLC History No change 5,715 355 0.14% 0.14% 636 0 0.0% Q2 2026 Aug 05, 2026
FIRST TRUST ADVISORS LP History No change 5,595 348 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 11, 2026
Chancellor Financial Group WB LP History No change 5,595 348 0.22% 0.22% 638 0 0.0% Q2 2026 Aug 10, 2026
Ethos Financial Group, LLC History No change 5,550 345 0.02% 0.02% 639 0 0.0% Q2 2026 Aug 07, 2026
Dakota Wealth Management History No change 5,537 344 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 07, 2026
Wealth Management Associates, Inc. History No change 5,472 340 0.09% 0.09% 641 0 0.0% Q2 2026 Jul 21, 2026
CX Institutional History New 5,048 337 0.01% — 642 +5,048 New Q3 2026 Oct 02, 2026
WealthTrust Asset Management, LLC History No change 5,389 335 0.18% 0.18% 643 0 0.0% Q2 2026 Jul 27, 2026
HMV Wealth Advisors, LLC History No change 5,373 334 0.13% 0.13% 644 0 0.0% Q2 2026 Jul 13, 2026
IMG Wealth Management, Inc. History No change 5,345 332 0.18% 0.18% 645 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS History No change 5,290 329 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History No change 5,290 329 0.04% 0.04% 647 0 0.0% Q2 2026 Jul 24, 2026
Pure Financial Advisors, LLC History No change 5,289 328 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 5,245 326 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 5,212 324 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 10, 2026
Plotkin Financial Advisors, LLC History No change 5,222 324 0.13% 0.13% 651 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 5,174 321 0.03% 0.03% 652 0 0.0% Q2 2026 Jul 13, 2026
Garde Capital, Inc. History No change 5,150 320 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 31, 2026
Holos Integrated Wealth LLC History No change 4,992 320 0.15% 0.15% 654 0 0.0% Q2 2026 Jul 15, 2026
Capasso Planning Partners LLC History No change 5,142 319 0.16% 0.16% 655 0 0.0% Q2 2026 Aug 18, 2026
Institute for Wealth Management, LLC. History No change 5,052 314 0.03% 0.03% 656 0 0.0% Q2 2026 Jul 28, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,059 314 0.05% 0.05% 657 0 0.0% Q2 2026 Aug 10, 2026
Argent Trust Co History No change 5,036 313 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 06, 2026
Bay Capital Advisors, LLC History No change 5,035 313 0.17% 0.17% 659 0 0.0% Q2 2026 Jul 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,020 312 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 14, 2026
Lavaca Capital LLC History No change 5,011 311 0.03% 0.03% 661 0 0.0% Q2 2026 Aug 14, 2026
E-Wealth Partners, LLC History No change 5,002 311 0.22% 0.22% 662 0 0.0% Q2 2026 Aug 17, 2026
Carrera Capital Advisors History No change 4,963 308 0.05% 0.05% 663 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 4,932 306 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 11, 2026
SpringVest Wealth Management LLC History No change 4,934 306 0.19% 0.19% 665 0 0.0% Q2 2026 Jul 22, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 4,925 306 0.13% 0.13% 666 0 0.0% Q2 2026 Jul 16, 2026
M.E. ALLISON & CO., INC. History No change 4,885 303 0.17% 0.17% 667 0 0.0% Q2 2026 Jul 07, 2026
PACIFIC SUN FINANCIAL CORP History No change 4,860 302 0.12% 0.12% 668 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 4,837 301 0.03% 0.03% 669 0 0.0% Q2 2026 Jul 16, 2026
Legacy Advisors, LLC History No change 4,843 301 0.03% 0.03% 670 0 0.0% Q2 2026 Jul 24, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 4,843 301 0.08% 0.08% 671 0 0.0% Q2 2026 Jul 16, 2026
Murphy & Mullick Capital Management Corp History No change 4,814 299 0.19% 0.19% 672 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 4,823 299 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 05, 2026
Redhawk Wealth Advisors, Inc. History No change 4,760 296 0.03% 0.03% 674 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 4,757 295 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 4,722 293 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 22, 2026
SENTINEL PENSION ADVISORS, LLC History No change 4,515 293 0.04% 0.04% 677 0 0.0% Q2 2026 Jul 23, 2026
CEERA INVESTMENTS, LLC History No change 4,695 292 0.12% 0.12% 678 0 0.0% Q2 2026 Aug 05, 2026
Oxler Private Wealth LLC History No change 4,684 291 0.08% 0.08% 679 0 0.0% Q2 2026 Aug 03, 2026
Advisor Resource Council History No change 4,655 289 0.08% 0.08% 680 0 0.0% Q2 2026 Jul 28, 2026
YANKCOM Partnership History No change 4,656 289 0.1% 0.1% 681 0 0.0% Q2 2026 Jul 21, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 4,636 288 0.04% 0.04% 682 0 0.0% Q2 2026 Aug 25, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 4,604 286 0.16% 0.16% 683 0 0.0% Q2 2026 Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,583 285 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 28, 2026
Asset Allocation Strategies LLC History No change 4,593 285 0.04% 0.04% 685 0 0.0% Q2 2026 Aug 17, 2026
Strategic Financial Concepts, LLC History No change 4,566 283 0.08% 0.08% 686 0 0.0% Q2 2026 Jul 27, 2026
Benson Wealth Management INC History No change 4,564 283 0.28% 0.28% 687 0 0.0% Q2 2026 Aug 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,547 282 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 07, 2026
Weaver Consulting Group History No change 4,548 282 0.06% 0.06% 689 0 0.0% Q2 2026 Jul 29, 2026
OPTIMA CAPITAL LLC History No change 4,549 282 0.11% 0.11% 690 0 0.0% Q2 2026 Jul 24, 2026
PMG Wealth Management, Inc. History No change 4,518 281 0.17% 0.17% 691 0 0.0% Q2 2026 Aug 05, 2026
WoodTrust Financial Corp History No change 4,500 280 0.03% 0.03% 692 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 4,518 280 0.15% 0.15% 693 0 0.0% Q2 2026 Aug 13, 2026
CHAPIN DAVIS, INC. History No change 4,450 276 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 07, 2026
Verdence Capital Advisors LLC History No change 4,418 274 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 29, 2026
Oregon Pacific Wealth Management, LLC History No change 4,403 273 0.26% 0.26% 696 0 0.0% Q2 2026 Jul 22, 2026
Investment Management Trust, LLC History No change 4,399 273 0.24% 0.24% 697 0 0.0% Q2 2026 Aug 11, 2026
Independence Wealth Advisors, LLC History No change 4,376 272 0.14% 0.14% 698 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 4,364 271 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 13, 2026
Nautilus Advisors LLC History No change 4,231 271 0.16% 0.16% 700 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Advisory, LLC History No change 4,292 266 0.02% 0.02% 701 0 0.0% Q2 2026 Jul 29, 2026
Fisher Asset Management, LLC History No change 4,269 265 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 04, 2026
Soundwatch Capital LLC History No change 4,276 265 0.03% 0.03% 703 0 0.0% Q2 2026 Aug 13, 2026
J. M. Brown & Associates Inc. History No change 4,124 256 0.15% 0.15% 704 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 4,103 255 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 06, 2026
Marin Bay Wealth Advisors, LLC History No change 4,111 255 0.14% 0.14% 706 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 4,082 253 0.14% 0.14% 707 0 0.0% Q2 2026 Jul 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,054 252 0.03% 0.03% 708 0 0.0% Q2 2026 Jul 10, 2026
Roan Capital Partners History No change 4,050 251 0.21% 0.21% 709 0 0.0% Q2 2026 Jul 08, 2026
ADAPT WEALTH ADVISORS, LLC History No change 3,980 247 0.08% 0.08% 710 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors Wealth Management, LLC History No change 3,904 242 0.03% 0.03% 711 0 0.0% Q2 2026 Jul 23, 2026
Breachway Investments LLC History No change 3,900 242 0.36% 0.36% 712 0 0.0% Q2 2026 Jul 13, 2026
Integrated Advisors Network LLC History No change 3,872 240 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 3,394 240 0.16% 0.16% 714 0 0.0% Q2 2026 Aug 18, 2026
BIP Wealth, LLC History No change 3,827 238 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History No change 3,827 238 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 06, 2026
WESPAC Advisors SoCal, LLC History No change 3,775 234 0.04% 0.04% 717 0 0.0% Q2 2026 Jul 16, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 3,755 233 0.05% 0.05% 718 0 0.0% Q2 2026 Aug 13, 2026
COFG Advisors, LLC History No change 3,748 233 0.04% 0.04% 719 0 0.0% Q2 2026 Aug 14, 2026
KPP Advisory Services LLC History No change 3,720 231 0.03% 0.03% 720 0 0.0% Q2 2026 Jul 24, 2026
Summit Asset Management, LLC History No change 3,700 230 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 06, 2026
RED REEF ADVISORS LLC History No change 3,703 230 0.21% 0.21% 722 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning, LLC History No change 3,639 226 0.05% 0.05% 723 0 0.0% Q2 2026 Jul 29, 2026
VVR Holdings LLC History No change 3,649 226 0.1% 0.1% 724 0 0.0% Q2 2026 Jul 15, 2026
VestGen Investment Management History No change 3,589 223 0.12% 0.12% 725 0 0.0% Q2 2026 Jul 31, 2026
Beacon Bridge Wealth Partners, LLC History No change 3,591 223 0.06% 0.06% 726 0 0.0% Q2 2026 Aug 05, 2026
Novak & Powell Financial Services, Inc. History No change 3,584 222 0.1% 0.1% 727 0 0.0% Q2 2026 Aug 11, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,584 222 0.11% 0.11% 728 0 0.0% Q2 2026 Jul 20, 2026
Aurora Private Wealth, Inc. History No change 3,560 221 0.14% 0.14% 729 0 0.0% Q2 2026 Jul 21, 2026
Elevation Wealth Management LLC History No change 3,526 219 0.16% 0.16% 730 0 0.0% Q2 2026 Jul 29, 2026
Castle Rock Wealth Management, LLC History No change 3,468 217 0.04% 0.04% 731 0 0.0% Q2 2026 Jul 07, 2026
CERTUITY, LLC History No change 3,489 217 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 28, 2026
Empower Advisory Group, LLC History No change 3,497 217 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 12, 2026
ProCore Advisors, LLC History No change 3,483 216 0.27% 0.27% 734 0 0.0% Q2 2026 Jul 27, 2026
Ruggaard & Associates LLC History No change 3,470 215 0.08% 0.08% 735 0 0.0% Q2 2026 Aug 17, 2026
United Advisor Group, LLC History No change 3,472 215 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 3,408 212 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 29, 2026
Accel Wealth Management History No change 3,374 209 0.05% 0.05% 738 0 0.0% Q2 2026 Jul 10, 2026
MFA Wealth Services History No change 3,353 208 0.12% 0.12% 739 0 0.0% Q2 2026 Jul 21, 2026
SeaCrest Wealth Management, LLC History No change 3,298 205 0.02% 0.02% 740 0 0.0% Q2 2026 Jul 09, 2026
Fortis Capital Advisors, LLC History No change 3,304 205 0.02% 0.02% 741 0 0.0% Q2 2026 Jul 31, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 3,273 203 0.07% 0.07% 742 0 0.0% Q2 2026 Jul 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,250 202 0.05% 0.05% 743 0 0.0% Q2 2026 Jul 27, 2026
Waldron Private Wealth LLC History No change 3,245 201 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 20, 2026
Trexquant Investment LP History No change 3,235 201 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 3,144 200 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 3,046 189 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 27, 2026
S.A. Mason LLC History No change 2,910 181 0.06% 0.06% 748 0 0.0% Q2 2026 Jul 31, 2026
1 NORTH WEALTH SERVICES LLC History No change 2,848 177 0.06% 0.06% 749 0 0.0% Q2 2026 Aug 03, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 2,711 168 0.1% 0.1% 750 0 0.0% Q2 2026 Jul 21, 2026
Coastline Trust Co History No change 2,484 165 0.02% 0.01% 751 0 0.0% Q3 2026 Oct 01, 2026
Regatta Research & Money Management History No change 2,331 144 0.14% 0.14% 752 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 2,157 134 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 30, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,006 124 0.05% 0.05% 754 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 2,000 124 0.02% 0.02% 755 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 1,874 116 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 14, 2026
TD Capital Management LLC History No change 1,836 114 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,812 112 0.03% 0.03% 758 0 0.0% Q2 2026 Sep 02, 2026
Atlantic Union Bankshares Corp History No change 1,793 111 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 1,784 110 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 1,769 110 0.03% 0.03% 761 0 0.0% Q2 2026 Jul 24, 2026
Anchor Investment Management, LLC History No change 1,737 108 0.01% 0.01% 762 0 0.0% Q2 2026 Sep 15, 2026
Blue Trust, Inc. History No change 1,719 106 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 21, 2026
Polaris Financial Partners History New 1,555 105 0.05% — 765 +1,555 New Q3 2026 Oct 02, 2026
Orion Capital Management LLC History No change 1,700 105 0.03% 0.03% 764 0 0.0% Q2 2026 Aug 17, 2026
Salomon & Ludwin, LLC History No change 1,667 104 0.01% 0.01% 766 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 1,645 102 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,581 98 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 05, 2026
Oakworth Capital, Inc. History No change 1,568 97 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 22, 2026
Olistico Wealth, LLC History New 1,362 90 0.04% — 771 +1,362 New Q3 2026 Oct 05, 2026
Crewe Advisors LLC History No change 1,462 90 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 23, 2026
MCF Advisors LLC History No change 1,324 82 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,280 79 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 16, 2026
Arlington Trust Co LLC History No change 1,280 79 0.01% 0.01% 774 0 0.0% Q2 2026 Jul 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,229 76 0.03% 0.03% 775 0 0.0% Q2 2026 Jul 08, 2026
SWAN Capital LLC History No change 1,212 75 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,165 72 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 21, 2026
Hilltop National Bank History No change 1,100 68 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 01, 2026
JDM Financial Group LLC History No change 1,081 67 0.02% 0.02% 779 0 0.0% Q2 2026 Aug 17, 2026
SRH ADVISORS, LLC History No change 1,062 66 0.02% 0.02% 780 0 0.0% Q2 2026 Jul 24, 2026
United Community Bank History No change 1,067 66 0.02% 0.02% 781 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 1,055 65 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,034 64 0.03% 0.03% 783 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 1,012 62 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 1,004 62 0.0% 0.0% 785 0 0.0% Q2 2026 Jul 31, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 1,000 62 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 994 61 0.0% 0.0% 787 0 0.0% Q2 2026 Jul 27, 2026
Crews Bank & Trust History No change 926 57 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 16, 2026
MONTAG A & ASSOCIATES INC History No change 890 55 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 897 55 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 889 55 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 896 55 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 856 53 0.03% 0.03% 793 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 838 52 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 834 51 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 800 49 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 07, 2026
JTC Employer Solutions Trustee Ltd History No change 780 49 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 31, 2026
Financial Gravity Companies, Inc. History No change 763 47 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 765 47 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 714 44 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 10, 2026
Smartleaf Asset Management LLC History No change 707 44 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 706 43 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 07, 2026
BAYBAN History No change 683 42 0.03% 0.03% 803 0 0.0% Q2 2026 Jul 30, 2026
HM PAYSON & CO History No change 675 41 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 17, 2026
Bogart Wealth, LLC History No change 650 40 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 24, 2026
NBH Bank History No change 650 40 0.02% 0.02% 806 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 603 37 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 20, 2026
KELLEHER FINANCIAL ADVISORS History No change 609 37 0.01% 0.01% 808 0 0.0% Q2 2026 Aug 06, 2026
Register Financial Advisors LLC History No change 605 37 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 15, 2026
GAMMA Investing LLC History No change 585 36 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 07, 2026
Robbins Farley History No change 500 31 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 22, 2026
American Capital Advisory, LLC History No change 500 31 0.01% 0.01% 812 0 0.0% Q2 2026 Jul 28, 2026
Redwood Park Advisors LLC History No change 500 31 0.02% 0.02% 813 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 485 30 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 07, 2026
Costello Asset Management, INC History No change 485 30 0.01% 0.01% 815 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 475 29 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 420 26 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 20, 2026
Hughes Financial Services, LLC History No change 427 26 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 389 24 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 400 24 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 24, 2026
Harborfront Financial Group LLC History No change 397 24 0.09% 0.09% 821 0 0.0% Q2 2026 Aug 07, 2026
Smallwood Wealth Investment Management, LLC History No change 380 23 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 23, 2026
BESSEMER GROUP INC History No change 347 22 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 12, 2026
NVWM, LLC History No change 359 22 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 354 22 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 04, 2026
SALEM INVESTMENT COUNSELORS INC History No change 350 21 0.0% 0.0% 826 0 0.0% Q2 2026 Jul 14, 2026
Ascentis Wealth Management, LLC History No change 340 21 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 30, 2026
Synergy Investment Management, LLC History No change 346 21 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 14, 2026
Robinswood Financial LLC History No change 344 21 0.01% 0.01% 829 0 0.0% Q2 2026 Jul 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 310 19 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 13, 2026
Key Capital Management, INC History No change 320 19 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 27, 2026
Abound Wealth Management History No change 295 18 0.0% 0.0% 832 0 0.0% Q2 2026 Jul 10, 2026
SHP Wealth Management History No change 282 17 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 274 17 0.01% 0.01% 834 0 0.0% Q2 2026 Aug 17, 2026
SIMPLEX TRADING, LLC History No change 255 15 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 255 15 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 12, 2026
Fourth Dimension Wealth, LLC History No change 253 15 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 31, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 248 15 0.01% 0.01% 838 0 0.0% Q2 2026 Jul 09, 2026
Nemes Rush Group LLC History No change 240 14 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 240 14 0.01% 0.01% 840 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 222 13 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN NATIONAL BANK & TRUST History No change 206 12 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 22, 2026
HHM Wealth Advisors, LLC History No change 202 12 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 13, 2026
NFSG Corp History No change 203 12 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 189 11 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 177 11 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 10, 2026
WOLFF WIESE MAGANA LLC History No change 176 10 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 13, 2026
Align Financial, LLC History No change 170 10 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 150 9 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 10, 2026
Operose Advisors LLC History No change 146 9 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 152 9 0.0% 0.0% 851 0 0.0% Q2 2026 Sep 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 135 8 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History No change 129 8 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 29, 2026
Sachetta, LLC History No change 125 7 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 15, 2026
Phillip James Consulting Co. History No change 100 6 0.0% 0.0% 855 0 0.0% Q2 2026 Jul 28, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 86 5 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 07, 2026
Measured Wealth Private Client Group, LLC History No change 84 5 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 78 4 0.0% 0.0% 858 0 0.0% Q2 2026 Jul 06, 2026
Winch Advisory Services, LLC History No change 58 3 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 49 3 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 35 2 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 43 2 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 30 1 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 12, 2026
LifeSteps Financial, Inc. History No change 30 1 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 17, 2026
Go Invest LLC History No change 19 1 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 10 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Dogwood Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 06, 2026