Dimensional ETF Trust - DFAE

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
Retirement Systems of Alabama History No change 12,668,769 509,411 1.53% 1.53% 1 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 12,473,477 501,558 4.37% 4.37% 2 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 9,655,546 388,249 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 7,986,445 321,134 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,959,996 279,861 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 4,358,277 175,217 0.18% 0.18% 6 0 0.0% Q2 2026 Aug 13, 2026
Foster Group, Inc. History No change 3,569,348 143,523 3.81% 3.81% 7 0 0.0% Q2 2026 Jul 07, 2026
Root Financial Partners, LLC History No change 3,080,099 123,850 4.81% 4.81% 8 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 2,965,059 119,225 1.35% 1.35% 9 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,803,185 112,716 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 2,587,135 104,028 0.39% 0.39% 11 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 2,553,687 102,687 0.12% 0.12% 12 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST BANK History No change 2,515,047 101,130 7.07% 7.07% 13 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 2,473,379 99,454 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 05, 2026
TCI Wealth Advisors, Inc. History No change 2,436,573 97,974 4.24% 4.24% 15 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 2,373,919 95,455 0.53% 0.53% 16 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 2,327,473 93,588 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 2,299,652 92,469 4.77% 4.77% 18 0 0.0% Q2 2026 Jul 28, 2026
Annex Advisory Services, LLC History No change 2,267,929 91,193 1.56% 1.56% 19 0 0.0% Q2 2026 Jul 10, 2026
Cetera Investment Advisers History No change 2,236,440 89,927 0.08% 0.08% 20 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 2,169,299 87,227 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,121,551 85,307 1.07% 1.07% 22 0 0.0% Q2 2026 Aug 13, 2026
True Link Financial Advisors, LLC History No change 1,851,959 74,467 4.31% 4.31% 23 0 0.0% Q2 2026 Jul 31, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,669,301 67,122 0.02% 0.02% 24 0 0.0% Q2 2026 Sep 23, 2026
Corient Private Wealth LP History No change 1,591,105 63,978 0.09% 0.09% 25 0 0.0% Q2 2026 Aug 27, 2026
Millburn Ridgefield LLC /DE/ History No change 1,568,138 63,054 1.19% 1.19% 26 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 1,568,138 63,054 1.05% 1.05% 27 0 0.0% Q2 2026 Jul 24, 2026
MASECO LLP History No change 1,441,537 57,971 1.63% 1.63% 28 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,425,068 57,301 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 19, 2026
Creative Planning History No change 1,407,715 56,604 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,375,931 55,326 2.83% 2.83% 31 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 1,371,311 55,140 0.6% 0.6% 32 0 0.0% Q2 2026 Aug 13, 2026
RAM Investment Partners, LLC History No change 1,329,439 53,456 8.55% 8.55% 33 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 1,300,402 52,289 0.44% 0.44% 34 0 0.0% Q2 2026 Aug 06, 2026
Petersen Hastings Wealth Advisors Inc. History No change 1,219,322 49,028 4.11% 4.11% 35 0 0.0% Q2 2026 Jul 17, 2026
ASSETMARK, INC History No change 1,168,966 47,004 0.08% 0.08% 36 0 0.0% Q2 2026 Jul 30, 2026
LPL Financial LLC History No change 1,143,800 45,992 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 07, 2026
Aquire Wealth Advisors, LLC History No change 1,134,603 45,622 10.46% 10.46% 38 0 0.0% Q2 2026 Aug 06, 2026
Klaas Financial Asset Advisors, LLC History No change 1,113,097 44,757 5.58% 5.58% 39 0 0.0% Q2 2026 Jul 15, 2026
Great Point Wealth Advisors, LLC History No change 1,080,125 43,431 7.01% 7.01% 40 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 1,055,561 42,444 0.36% 0.36% 41 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History No change 1,013,493 40,753 0.25% 0.25% 42 0 0.0% Q2 2026 Jul 20, 2026
Savant Capital, LLC History No change 1,009,811 40,181 0.12% 0.12% 43 0 0.0% Q2 2026 Aug 10, 2026
West Financial Advisors, LLC History No change 986,974 39,686 6.03% 6.03% 44 0 0.0% Q2 2026 Jul 08, 2026
Ledyard National Bank History No change 973,037 39,125 3.14% 3.14% 45 0 0.0% Q2 2026 Jul 16, 2026
FACTORY MUTUAL INSURANCE CO History No change 924,700 37,182 0.35% 0.35% 46 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 838,859 33,730 0.04% 0.04% 47 0 0.0% Q2 2026 Jul 29, 2026
Perigon Wealth Management, LLC History No change 837,660 33,682 0.53% 0.53% 48 0 0.0% Q2 2026 Aug 07, 2026
WPWealth LLP History No change 824,717 33,161 4.92% 4.92% 49 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 817,044 32,853 0.32% 0.32% 50 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 808,884 32,525 3.69% 3.69% 51 0 0.0% Q2 2026 Jul 10, 2026
Bedel Financial Consulting, Inc. History No change 801,558 32,230 3.03% 3.03% 52 0 0.0% Q2 2026 Jul 29, 2026
RVW Wealth, LLC History Reduced 819,234 32,204 2.07% 2.36% 53 -73,071 -8.19% Q3 2026 Oct 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 776,286 31,214 0.38% 0.38% 54 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 773,891 30,499 0.05% 0.05% 55 0 0.0% Q2 2026 Jul 15, 2026
Everhart Financial Group, Inc. History Added to 757,265 29,768 1.83% 1.69% 56 +100,801 15.36% Q3 2026 Oct 08, 2026
Morling Financial Advisors, LLC History No change 736,803 29,626 8.23% 8.23% 57 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 732,886 29,469 2.79% 2.79% 58 0 0.0% Q2 2026 Jul 09, 2026
Wealth Management Nebraska History No change 702,365 28,242 2.52% 2.52% 59 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History No change 698,559 28,089 0.52% 0.52% 60 0 0.0% Q2 2026 Aug 11, 2026
Annandale Capital, LLC History No change 697,284 28,038 3.83% 3.83% 61 0 0.0% Q2 2026 Aug 13, 2026
Diversified Portfolios, Inc. History No change 696,657 28,012 2.03% 2.03% 62 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 692,698 27,853 1.39% 1.39% 63 0 0.0% Q2 2026 Jul 10, 2026
Apella Capital, LLC History Added to 698,801 27,735 0.35% 0.33% 64 +90,764 14.93% Q3 2026 Oct 08, 2026
Pioneer Wealth Management Group History Added to 702,292 27,607 6.51% 6.52% 65 +30,754 4.58% Q3 2026 Oct 08, 2026
Clearstead Advisors, LLC History No change 686,310 27,596 0.26% 0.26% 66 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History Reduced 695,001 27,320 3.57% 3.59% 67 -549 -0.08% Q3 2026 Oct 09, 2026
CPA Asset Management Group, LLC History No change 675,582 27,165 7.82% 7.82% 68 0 0.0% Q2 2026 Jul 09, 2026
Stadion Money Management, LLC History No change 661,418 26,595 2.29% 2.29% 69 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 659,595 26,522 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 656,713 26,406 0.46% 0.46% 71 0 0.0% Q2 2026 Jul 23, 2026
BlueSky Wealth Advisors, LLC History No change 651,220 26,185 3.03% 3.03% 72 0 0.0% Q2 2026 Jul 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 644,554 25,917 0.56% 0.56% 73 0 0.0% Q2 2026 Jul 17, 2026
Beacon Pointe Advisors, LLC History No change 644,490 25,914 0.12% 0.12% 74 0 0.0% Q2 2026 Aug 18, 2026
Physician Wealth Advisors, Inc. History No change 640,767 25,765 3.08% 3.08% 75 0 0.0% Q2 2026 Jul 20, 2026
Arista Wealth Management, LLC History No change 638,179 25,661 2.77% 2.77% 76 0 0.0% Q2 2026 Jul 08, 2026
MCF Advisors LLC History No change 636,720 25,602 0.91% 0.91% 77 0 0.0% Q2 2026 Aug 12, 2026
Pallas Capital Advisors LLC History No change 623,861 25,085 0.77% 0.77% 78 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 623,436 25,068 1.28% 1.28% 79 0 0.0% Q2 2026 Aug 04, 2026
Creative Capital Management Investments LLC History No change 623,432 25,068 5.78% 5.78% 80 0 0.0% Q2 2026 Jul 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 606,993 24,407 0.18% 0.18% 81 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 601,461 24,184 0.26% 0.26% 82 0 0.0% Q2 2026 Aug 03, 2026
Colony Family Offices, LLC History No change 595,810 23,957 5.26% 5.26% 83 0 0.0% Q2 2026 Jul 20, 2026
Moisand Fitzgerald Tamayo, LLC History No change 590,139 23,729 2.32% 2.32% 84 0 0.0% Q2 2026 Jul 13, 2026
JPMORGAN CHASE & CO History No change 593,601 23,536 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
Index Fund Advisors, Inc. History No change 580,565 23,344 0.93% 0.93% 86 0 0.0% Q2 2026 Aug 12, 2026
Wealth Dimensions Group, Ltd. History No change 573,500 23,060 4.13% 4.13% 87 0 0.0% Q2 2026 Jul 22, 2026
Confluence Wealth Services, Inc. History No change 566,077 22,761 0.65% 0.65% 88 0 0.0% Q2 2026 Jul 22, 2026
Austin Wealth Management, LLC History No change 551,255 20,600 4.35% 4.35% 89 0 0.0% Q2 2026 Jul 22, 2026
Avior Wealth Management, LLC History No change 509,605 20,491 0.54% 0.54% 90 0 0.0% Q2 2026 Jul 07, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 519,918 20,438 2.28% 2.38% 91 +86 0.02% Q3 2026 Oct 08, 2026
Atria Investments, Inc History No change 504,576 20,288 0.2% 0.2% 92 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 500,328 20,118 0.08% 0.08% 93 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 499,518 20,085 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 12, 2026
Wescott Financial Advisory Group, LLC History No change 496,979 19,983 1.55% 1.55% 95 0 0.0% Q2 2026 Aug 04, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 493,433 19,840 3.75% 3.75% 96 0 0.0% Q2 2026 Jul 13, 2026
Sterling Wealth Management, Inc. History No change 483,895 19,457 4.84% 4.84% 97 0 0.0% Q2 2026 Jul 30, 2026
Freedom Investment Management, Inc. History No change 478,127 19,225 5.35% 5.35% 98 0 0.0% Q2 2026 Aug 10, 2026
Chico Wealth RIA History No change 466,601 18,762 9.78% 9.78% 99 0 0.0% Q2 2026 Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 468,685 18,423 3.8% 3.8% 100 +5,937 1.28% Q3 2026 Oct 05, 2026
Sequoia Financial Advisors, LLC History No change 451,816 18,167 0.09% 0.09% 101 0 0.0% Q2 2026 Jul 17, 2026
Envision Financial Planning, LLC History No change 449,919 18,091 5.89% 5.89% 102 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 446,686 17,961 7.09% 7.09% 103 0 0.0% Q2 2026 Aug 11, 2026
Avondale Wealth Management History No change 443,390 17,828 7.27% 7.27% 104 0 0.0% Q2 2026 Jul 13, 2026
SC&H Financial Advisors, Inc. History No change 438,518 17,632 2.34% 2.34% 105 0 0.0% Q2 2026 Aug 04, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 445,108 17,497 2.49% 4.26% 106 -299,929 -40.26% Q3 2026 Oct 08, 2026
Avantax Planning Partners, Inc. History No change 426,473 17,148 0.43% 0.43% 107 0 0.0% Q2 2026 Jul 28, 2026
Dynamic Advisor Solutions LLC History No change 419,441 16,865 0.48% 0.48% 108 0 0.0% Q2 2026 Jul 07, 2026
OSAIC HOLDINGS, INC. History No change 419,214 16,857 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 432,486 16,797 1.12% 1.12% 110 0 0.0% Q2 2026 Jul 16, 2026
Newman Dignan & Sheerar, Inc. History No change 412,430 16,583 3.17% 3.17% 111 0 0.0% Q2 2026 Jul 14, 2026
MML INVESTORS SERVICES, LLC History No change 406,849 16,359 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 07, 2026
AWM CAPITAL, LLC History No change 406,383 16,340 1.31% 1.31% 113 0 0.0% Q2 2026 Jul 31, 2026
TCP Asset Management, LLC History No change 402,133 16,169 1.83% 1.83% 114 0 0.0% Q2 2026 Jul 15, 2026
Falcon Wealth Planning History No change 401,192 16,131 1.02% 1.02% 115 0 0.0% Q2 2026 Jul 13, 2026
DiNuzzo Private Wealth, Inc. History No change 399,164 16,050 1.59% 1.59% 116 0 0.0% Q2 2026 Jul 10, 2026
IMA Advisory Services, Inc. History No change 398,310 16,016 1.0% 1.0% 117 0 0.0% Q2 2026 Aug 10, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 390,741 15,711 6.27% 6.27% 118 0 0.0% Q2 2026 Jul 20, 2026
Private Advisor Group, LLC History No change 377,018 15,159 0.07% 0.07% 119 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 364,776 14,667 0.36% 0.36% 120 0 0.0% Q2 2026 Aug 11, 2026
BWM Planning, LLC History No change 360,278 14,486 3.36% 3.36% 121 0 0.0% Q2 2026 Jul 23, 2026
Crusonia Wealth Advisors LLC History No change 355,987 14,314 2.35% 2.35% 122 0 0.0% Q2 2026 Jul 30, 2026
Tortoise Investment Management, LLC History No change 354,317 14,247 1.06% 1.06% 123 0 0.0% Q2 2026 Aug 07, 2026
Parkwoods Wealth Partners, LLC History No change 349,950 14,071 2.26% 2.26% 124 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 344,154 13,838 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 14, 2026
Guardian Wealth Management, LLC History No change 341,037 13,713 3.84% 3.84% 126 0 0.0% Q2 2026 Jul 24, 2026
Forum Private Client Group LLC History No change 340,859 13,705 4.08% 4.08% 127 0 0.0% Q2 2026 Aug 12, 2026
Vawter Financial, Ltd. History No change 332,135 13,355 5.03% 5.03% 128 0 0.0% Q2 2026 Jul 24, 2026
Financial Alternatives, Inc History No change 317,955 12,784 6.3% 6.3% 129 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 300,866 12,097 5.27% 5.27% 130 0 0.0% Q2 2026 Aug 13, 2026
STOLZ & ASSOCIATES, PS History No change 300,733 12,092 7.55% 7.55% 131 0 0.0% Q2 2026 Jul 29, 2026
Disciplined Investments, LLC History No change 299,702 12,051 3.89% 3.89% 132 0 0.0% Q2 2026 Aug 07, 2026
ROCKLAND TRUST CO History Reduced 301,444 11,849 0.45% 0.49% 133 -8,260 -2.67% Q3 2026 Oct 05, 2026
Betterment LLC History No change 294,068 11,824 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 14, 2026
Navigation Group, LLC History No change 293,615 11,806 2.3% 2.3% 135 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 290,795 11,692 0.05% 0.05% 136 0 0.0% Q2 2026 Aug 03, 2026
Allodium Investment Consultants, LLC History No change 288,759 11,610 4.93% 4.93% 137 0 0.0% Q2 2026 Jul 14, 2026
Rothschild Wealth LLC History No change 288,462 11,599 0.93% 0.93% 138 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 288,099 11,584 0.62% 0.62% 139 0 0.0% Q2 2026 Jul 27, 2026
Prudent Man Investment Management, Inc. History No change 341,941 11,137 3.8% 3.8% 140 0 0.0% Q2 2026 Jul 28, 2026
PCA Investment Advisory Services Inc. History No change 276,896 11,133 3.11% 3.11% 141 0 0.0% Q2 2026 Jul 27, 2026
Colorado Capital Management, Inc. History No change 276,824 11,131 3.8% 3.8% 142 0 0.0% Q2 2026 Jul 08, 2026
Farther Finance Advisors, LLC History Added to 283,044 11,126 0.08% 0.08% 143 +15,893 5.95% Q3 2026 Oct 08, 2026
Trinity Financial Advisors LLC History Added to 274,306 10,782 2.78% 2.44% 144 +38,382 16.27% Q3 2026 Oct 08, 2026
Kure Advisory, LLC History Reduced 274,047 10,772 4.98% 5.34% 145 -6,364 -2.27% Q3 2026 Oct 08, 2026
Aptus Capital Advisors, LLC History No change 266,905 10,732 0.07% 0.07% 146 0 0.0% Q2 2026 Aug 12, 2026
ENTREWEALTH, LLC History No change 277,568 10,683 3.96% 3.96% 147 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 263,551 10,597 0.03% 0.03% 148 0 0.0% Q2 2026 Jul 28, 2026
Amicus Financial Advisors, LLC History No change 262,711 10,563 2.6% 2.6% 149 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Investment Advisors, Inc. History No change 258,619 10,399 4.25% 4.25% 150 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 258,586 10,397 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 257,794 10,365 0.65% 0.65% 152 0 0.0% Q2 2026 Jul 08, 2026
Vermillion & White Wealth Management Group, LLC History No change 254,556 10,277 5.2% 5.2% 153 0 0.0% Q2 2026 Aug 18, 2026
SAX WEALTH ADVISORS, LLC History No change 302,392 10,239 0.42% 0.42% 154 0 0.0% Q2 2026 Jul 09, 2026
Sterling Wealth Advisors Inc History No change 253,952 10,211 5.55% 5.55% 155 0 0.0% Q2 2026 Jul 23, 2026
Towneley Capital Management, Inc / DE History Reduced 258,253 10,151 2.01% 2.06% 156 -3,016 -1.15% Q3 2026 Oct 09, 2026
Parkshore Wealth Management, Inc. History No change 251,957 10,131 2.91% 2.91% 157 0 0.0% Q2 2026 Aug 07, 2026
CLARIS ADVISORS, LLC / MO / History No change 249,442 10,030 2.62% 2.62% 158 0 0.0% Q2 2026 Jul 21, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 248,146 9,978 6.34% 6.34% 159 0 0.0% Q2 2026 Jul 31, 2026
Monument Group Wealth Advisors, LLC History No change 139,822 9,962 4.78% 4.78% 160 0 0.0% Q2 2026 Jul 27, 2026
Compass Financial Group, Inc. History No change 244,216 9,819 4.15% 4.15% 161 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 260,988 9,787 0.16% 0.16% 162 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 260,988 9,787 0.16% 0.16% 163 0 0.0% Q2 2026 Jul 29, 2026
Quantum Financial Advisors, LLC History No change 241,153 9,696 0.96% 0.96% 164 0 0.0% Q2 2026 Jul 08, 2026
SIMA Wealth Partners, LLC History No change 239,647 9,636 6.83% 6.83% 165 0 0.0% Q2 2026 Jul 28, 2026
GEM Asset Management, LLC History No change 239,267 9,620 3.79% 3.79% 166 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 249,214 9,432 0.51% 0.51% 167 0 0.0% Q2 2026 Aug 05, 2026
Essential Planning, LLC. History No change 232,434 9,346 2.64% 2.64% 168 0 0.0% Q2 2026 Aug 03, 2026
Midwest Heritage Bank, FSB History No change 229,088 9,211 2.61% 2.61% 169 0 0.0% Q2 2026 Jul 28, 2026
Wealthquest Corp History No change 227,137 9,133 0.58% 0.58% 170 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 227,032 9,125 0.93% 0.93% 171 0 0.0% Q2 2026 Aug 13, 2026
Discipline Wealth Solutions, LLC History No change 226,893 9,123 0.8% 0.8% 172 0 0.0% Q2 2026 Jul 21, 2026
Graver Capital Management, LLC History No change 226,753 9,117 6.5% 6.5% 173 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 232,429 9,115 1.69% 1.69% 174 0 0.0% Q2 2026 Aug 05, 2026
Archford Capital Strategies, LLC History No change 223,904 9,003 0.91% 0.91% 175 0 0.0% Q2 2026 Jul 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 222,146 8,932 0.71% 0.71% 176 0 0.0% Q2 2026 Aug 06, 2026
Security Financial Services, INC. History No change 219,896 8,842 1.23% 1.23% 177 0 0.0% Q2 2026 Jul 15, 2026
DWR WEALTH MANAGEMENT, LLC History No change 222,865 8,836 6.61% 6.61% 178 0 0.0% Q2 2026 Jul 07, 2026
Plancorp, LLC History No change 231,497 8,829 0.22% 0.22% 179 0 0.0% Q2 2026 Jul 14, 2026
Jacobi Capital Management LLC History No change 219,273 8,816 0.43% 0.43% 180 0 0.0% Q2 2026 Jul 31, 2026
DDFG, Inc History No change 218,271 8,776 1.74% 1.74% 181 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 217,043 8,727 0.03% 0.03% 182 0 0.0% Q2 2026 Aug 13, 2026
DeLarme Wealth Management, Inc. History No change 215,492 8,664 5.02% 5.02% 183 0 0.0% Q2 2026 Aug 10, 2026
Oceanside Advisors LLC History No change 211,937 8,521 4.3% 4.3% 184 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 209,245 8,413 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
SEVEN MILE ADVISORY History No change 207,939 8,361 5.61% 5.61% 186 0 0.0% Q2 2026 Aug 13, 2026
IronBridge Private Wealth, LLC History No change 207,476 8,342 2.74% 2.74% 187 0 0.0% Q2 2026 Aug 13, 2026
MBA Advisors LLC History No change 203,869 8,197 2.76% 2.76% 188 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 202,320 8,135 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc./Texas History No change 198,791 7,993 3.08% 3.08% 190 0 0.0% Q2 2026 Aug 10, 2026
Shore Point Advisors, LLC History No change 198,412 7,978 2.73% 2.73% 191 0 0.0% Q2 2026 Jul 14, 2026
Arax Advisory Partners History No change 197,285 7,932 0.05% 0.05% 192 0 0.0% Q2 2026 Aug 10, 2026
KEB ASSET MANAGEMENT, LLC History No change 193,157 7,766 1.26% 1.26% 193 0 0.0% Q2 2026 Jul 14, 2026
Note Advisors, LLC History No change 190,093 7,643 3.31% 3.31% 194 0 0.0% Q2 2026 Aug 14, 2026
Vermillion Wealth Management, Inc. History No change 188,079 7,562 1.77% 1.77% 195 0 0.0% Q2 2026 Jul 15, 2026
Jacobsen Capital Management History No change 185,189 7,446 2.18% 2.18% 196 0 0.0% Q2 2026 Jul 29, 2026
CVA Family Office, LLC History No change 179,434 7,215 0.65% 0.65% 197 0 0.0% Q2 2026 Aug 07, 2026
PINNACLE ASSOCIATES LTD History No change 179,163 7,204 0.08% 0.08% 198 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 179,163 7,204 0.43% 0.43% 199 0 0.0% Q2 2026 Aug 05, 2026
VANCE WEALTH, LLC History No change 178,912 7,194 1.62% 1.62% 200 0 0.0% Q2 2026 Aug 14, 2026
Great Waters Wealth Management History Reduced 182,668 7,180 0.65% 0.8% 201 -31,103 -14.55% Q3 2026 Oct 07, 2026
Integrity Wealth Solutions LLC History No change 177,726 7,146 2.64% 2.64% 202 0 0.0% Q2 2026 Jul 30, 2026
ArborFi Advisors, LLC History No change 176,632 7,102 5.15% 5.15% 203 0 0.0% Q2 2026 Aug 06, 2026
Keebeck Wealth Management History No change 176,598 7,101 0.69% 0.69% 204 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 174,012 6,997 0.05% 0.05% 205 0 0.0% Q2 2026 Sep 08, 2026
EverSource Wealth Advisors, LLC History No change 171,979 6,915 0.23% 0.23% 206 0 0.0% Q2 2026 Jul 24, 2026
CURIO WEALTH, LLC History No change 170,344 6,849 2.13% 2.13% 207 0 0.0% Q2 2026 Aug 07, 2026
Fort Henry Capital, LLC History No change 168,412 6,771 3.73% 3.73% 208 0 0.0% Q2 2026 Jul 15, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 172,081 6,764 3.87% 3.96% 209 +3,426 2.03% Q3 2026 Oct 08, 2026
Elser Financial Planning, Inc History No change 167,131 6,720 0.29% 0.29% 210 0 0.0% Q2 2026 Jul 14, 2026
Sageworth Trust Co History No change 166,676 6,702 0.26% 0.26% 211 0 0.0% Q2 2026 Jul 28, 2026
LEGACY FINANCIAL GROUP, INC. History No change 164,593 6,618 1.54% 1.54% 212 0 0.0% Q2 2026 Jul 30, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 164,441 6,612 1.77% 1.77% 213 0 0.0% Q2 2026 Jul 16, 2026
American Capital Advisory, LLC History No change 164,221 6,603 2.4% 2.4% 214 0 0.0% Q2 2026 Jul 28, 2026
PFG Advisors History No change 160,934 6,471 0.33% 0.33% 215 0 0.0% Q2 2026 Jul 16, 2026
SUTTON PLACE INVESTORS LLC History No change 155,425 6,249 3.03% 3.03% 216 0 0.0% Q2 2026 Aug 06, 2026
North Capital, Inc. History No change 150,937 6,068 4.58% 4.58% 217 0 0.0% Q2 2026 Jul 14, 2026
Thayer Financial, L.L.C. History No change 150,668 6,058 5.51% 5.51% 218 0 0.0% Q2 2026 Jul 08, 2026
AA Financial Advisors, LLC History No change 150,307 6,043 0.73% 0.73% 219 0 0.0% Q2 2026 Jul 17, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 147,489 5,930 1.17% 1.17% 220 0 0.0% Q2 2026 Jul 17, 2026
IAG Wealth Partners, LLC History No change 146,328 5,883 0.58% 0.58% 221 0 0.0% Q2 2026 Aug 06, 2026
Pettinga Financial Advisors LLC History No change 145,982 5,869 0.94% 0.94% 222 0 0.0% Q2 2026 Jul 09, 2026
Navigoe, LLC History No change 144,950 5,828 3.05% 3.05% 223 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 144,888 5,825 0.17% 0.17% 224 0 0.0% Q2 2026 Aug 03, 2026
Ledgewood Wealth Advisors, LLC History Reduced 147,473 5,797 3.19% 3.15% 225 -32 -0.02% Q3 2026 Oct 08, 2026
Linscomb Wealth, Inc. History No change 143,684 5,777 0.25% 0.25% 226 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 143,305 5,762 0.24% 0.24% 227 0 0.0% Q2 2026 Aug 06, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 142,993 5,749 3.01% 3.01% 228 0 0.0% Q2 2026 Jul 20, 2026
AlphaStar Capital Management, LLC History No change 142,724 5,738 0.36% 0.36% 229 0 0.0% Q2 2026 Jul 30, 2026
Navigate Wealth Management, LLC History No change 150,955 5,641 3.5% 3.5% 230 0 0.0% Q2 2026 Jul 23, 2026
Saxony Capital Management, LLC History No change 138,947 5,587 2.56% 2.56% 231 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 138,811 5,581 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 17, 2026
Arkadios Wealth Advisors History No change 138,205 5,557 0.08% 0.08% 233 0 0.0% Q2 2026 Aug 10, 2026
Bay Harbor Wealth Management, LLC History No change 133,552 5,370 1.24% 1.24% 234 0 0.0% Q2 2026 Jul 28, 2026
Two West Capital Advisors LLC History No change 139,990 5,230 2.6% 2.6% 235 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 123,967 4,984 0.66% 0.66% 236 0 0.0% Q2 2026 Aug 11, 2026
Sculati Wealth Management, LLC History No change 132,803 4,962 1.65% 1.65% 237 0 0.0% Q2 2026 Jul 21, 2026
Aegis Wealth Management LLC History No change 123,015 4,946 2.33% 2.33% 238 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Advisors LLC History No change 151,869 4,946 4.23% 4.23% 239 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Wealth, LLC History No change 122,030 4,906 0.05% 0.05% 240 0 0.0% Q2 2026 Aug 10, 2026
OLD MISSION CAPITAL LLC History No change 121,993 4,905 0.08% 0.08% 241 0 0.0% Q2 2026 Aug 14, 2026
SeedSafe Financial LLC History No change 121,059 4,864 3.5% 3.5% 242 0 0.0% Q2 2026 Aug 12, 2026
Daner Wealth Management, LLC History No change 121,079 4,772 2.59% 2.59% 243 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 117,185 4,712 0.1% 0.1% 244 0 0.0% Q2 2026 Aug 03, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 118,144 4,644 0.38% 0.39% 245 +797 0.68% Q3 2026 Oct 06, 2026
Burton Enright Welch History No change 114,926 4,621 0.54% 0.54% 246 0 0.0% Q2 2026 Jul 17, 2026
Tillman Hartley LLC History No change 114,564 4,606 1.03% 1.03% 247 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 113,606 4,568 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 11, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 113,300 4,555 1.63% 1.63% 249 0 0.0% Q2 2026 Aug 07, 2026
Wingate Wealth Advisors, Inc. History No change 113,262 4,554 2.01% 2.01% 250 0 0.0% Q2 2026 Jul 29, 2026
COMMERCE BANK History No change 113,204 4,551 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 12, 2026
Kilner Capital Advisors, LLC History No change 114,286 4,550 3.9% 3.9% 252 0 0.0% Q2 2026 Jul 13, 2026
Crown Wealth Group, LLC History No change 112,549 4,525 1.15% 1.15% 253 0 0.0% Q2 2026 Jul 21, 2026
City State Bank History No change 111,172 4,470 1.02% 1.02% 254 0 0.0% Q2 2026 Jul 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 130,010 4,402 0.76% 0.76% 255 0 0.0% Q2 2026 Aug 03, 2026
HB Wealth Management, LLC History No change 107,499 4,322 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 29, 2026
Elyxium Wealth, LLC History No change 106,831 4,295 0.45% 0.45% 257 0 0.0% Q2 2026 Aug 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 106,706 4,290 0.57% 0.57% 258 0 0.0% Q2 2026 Jul 13, 2026
BAKER BOYER NATIONAL BANK History No change 105,257 4,232 1.16% 1.16% 259 0 0.0% Q2 2026 Jul 27, 2026
Family Manage LLC History No change 105,167 4,228 0.43% 0.43% 260 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 104,370 4,196 1.55% 1.55% 261 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 103,424 4,158 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 12, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 102,801 4,133 0.71% 0.71% 263 0 0.0% Q2 2026 Aug 10, 2026
Plan Group Financial, LLC History No change 102,329 4,114 0.85% 0.85% 264 0 0.0% Q2 2026 Aug 03, 2026
Mustard Seed Financial, LLC History No change 101,636 4,086 2.12% 2.12% 265 0 0.0% Q2 2026 Aug 05, 2026
Capstone Wealth Management, Inc. History No change 100,040 3,936 2.95% 2.95% 266 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 97,818 3,933 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 94,974 3,818 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 14, 2026
Emprise Bank History Reduced 96,582 3,796 1.45% 1.44% 269 -369 -0.38% Q3 2026 Oct 07, 2026
LINCOLN CAPITAL CORP History No change 94,201 3,787 1.23% 1.23% 270 0 0.0% Q2 2026 Jul 16, 2026
First PREMIER Bank History No change 93,310 3,752 0.61% 0.61% 271 0 0.0% Q2 2026 Jul 15, 2026
Breakwater Capital Group History Added to 94,948 3,732 0.44% 0.44% 272 +3,307 3.61% Q3 2026 Oct 08, 2026
AlTi Global, Inc. History No change 92,800 3,731 0.08% 0.08% 273 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Levi Garrett History No change 91,573 3,682 2.0% 2.0% 274 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 90,774 3,650 0.1% 0.1% 275 0 0.0% Q2 2026 Aug 04, 2026
Noble Wealth Partners LLC History No change 90,548 3,640 3.16% 3.16% 276 0 0.0% Q2 2026 Jul 24, 2026
Clear Creek Financial Management, LLC History No change 90,235 3,628 0.23% 0.23% 277 0 0.0% Q2 2026 Jul 27, 2026
Live Oak Private Wealth LLC History No change 89,061 3,581 0.45% 0.45% 278 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 88,490 3,558 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 14, 2026
Level Financial Advisors History No change 88,314 3,551 0.79% 0.79% 280 0 0.0% Q2 2026 Jul 15, 2026
Glass Jacobson Investment Advisors llc History No change 87,485 3,517 1.1% 1.1% 281 0 0.0% Q2 2026 Jul 30, 2026
180 WEALTH ADVISORS, LLC History No change 85,051 3,419 0.34% 0.34% 282 0 0.0% Q2 2026 Jul 07, 2026
First Financial Group Corp History No change 84,733 3,407 2.46% 2.46% 283 0 0.0% Q2 2026 Jul 15, 2026
FMB WEALTH MANAGEMENT History No change 84,259 3,388 1.25% 1.25% 284 0 0.0% Q2 2026 Jul 27, 2026
Lodestone Wealth Management LLC History No change 83,996 3,377 1.19% 1.19% 285 0 0.0% Q2 2026 Jul 23, 2026
Waterfront Wealth Inc. History No change 85,361 3,364 0.52% 0.52% 286 0 0.0% Q2 2026 Jul 30, 2026
RFG Advisory, LLC History No change 81,428 3,274 0.05% 0.05% 287 0 0.0% Q2 2026 Jul 15, 2026
Evanson Financial, LLC History No change 80,940 3,254 0.16% 0.16% 288 0 0.0% Q2 2026 Jul 07, 2026
Hilltop Holdings Inc. History No change 80,735 3,246 0.25% 0.25% 289 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History No change 80,631 3,242 0.34% 0.34% 290 0 0.0% Q2 2026 Jul 30, 2026
Quad-Cities Investment Group, LLC History No change 80,098 3,220 1.16% 1.16% 291 0 0.0% Q2 2026 Jul 07, 2026
Apollon Wealth Management, LLC History No change 80,089 3,220 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 22, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 79,816 3,209 0.98% 0.98% 293 0 0.0% Q2 2026 Jul 29, 2026
Johnson Wealth Management, LLC History No change 78,470 3,155 1.34% 1.34% 294 0 0.0% Q2 2026 Aug 06, 2026
Platform Wealth Management, LLC History No change 77,268 3,106 1.14% 1.14% 295 0 0.0% Q2 2026 Aug 10, 2026
XY Planning Network, Inc. History No change 75,964 3,054 0.38% 0.38% 296 0 0.0% Q2 2026 Jul 14, 2026
Financial Symmetry Inc History Reduced 77,271 3,037 0.97% 1.09% 297 -3,788 -4.67% Q3 2026 Oct 06, 2026
Pinnacle Financial Group, LLC / IL History No change 74,105 2,979 0.73% 0.73% 298 0 0.0% Q2 2026 Jul 30, 2026
ALKEME WEALTH, LLC History No change 74,807 2,940 1.11% 1.15% 299 0 0.0% Q3 2026 Oct 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 71,620 2,880 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 14, 2026
Beckerman Institutional, LLC History No change 71,491 2,874 1.37% 1.37% 301 0 0.0% Q2 2026 Aug 11, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 71,418 2,871 1.37% 1.37% 302 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 71,351 2,869 0.21% 0.21% 303 0 0.0% Q2 2026 Jul 06, 2026
MORGAN STANLEY History No change 71,312 2,867 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
Bullock Wealth Management Group History Added to 71,753 2,822 1.17% 1.14% 305 +4,644 6.92% Q3 2026 Oct 09, 2026
55 North Private Wealth, LLC History No change 69,754 2,804 0.55% 0.55% 306 0 0.0% Q2 2026 Jul 07, 2026
Larson Financial Group LLC History No change 69,617 2,799 0.07% 0.07% 307 0 0.0% Q2 2026 Aug 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 69,610 2,799 1.02% 1.02% 308 0 0.0% Q2 2026 Jul 14, 2026
Washington Trust Advisors, Inc. History No change 69,604 2,798 0.21% 0.21% 309 0 0.0% Q2 2026 Jul 29, 2026
Heritage Wealth Management, Inc. /CA/ History No change 68,819 2,767 1.05% 1.05% 310 0 0.0% Q2 2026 Jul 22, 2026
Cannon Financial Strategists, Inc. History No change 68,644 2,760 0.31% 0.31% 311 0 0.0% Q2 2026 Aug 07, 2026
Factor Wealth Management LTD History Reduced 70,004 2,751 0.42% 0.45% 312 -3,423 -4.66% Q3 2026 Oct 08, 2026
CARDIFF PARK ADVISORS, LLC History No change 67,870 2,729 0.21% 0.21% 313 0 0.0% Q2 2026 Aug 14, 2026
Sollinda Capital Management LLC History No change 67,830 2,727 0.58% 0.58% 314 0 0.0% Q2 2026 Aug 05, 2026
Clarity Capital Advisors, LLC History No change 67,159 2,700 1.13% 1.13% 315 0 0.0% Q2 2026 Jul 13, 2026
Conservest Capital Advisors, Inc. History No change 67,002 2,694 0.21% 0.21% 316 0 0.0% Q2 2026 Jul 22, 2026
Heritage Investment Group, Inc. History No change 66,771 2,684 0.36% 0.36% 317 0 0.0% Q2 2026 Jul 29, 2026
Timonier Family Office, LTD. History No change 66,612 2,678 0.76% 0.76% 318 0 0.0% Q2 2026 Aug 03, 2026
Versant Capital Management, Inc History Reduced 67,154 2,639 0.23% 0.28% 319 -11,466 -14.58% Q3 2026 Oct 01, 2026
AdvisorNet Financial, Inc History No change 65,225 2,622 0.12% 0.12% 320 0 0.0% Q2 2026 Jul 23, 2026
Oak Wealth Advisors LLC History No change 65,125 2,618 1.26% 1.26% 321 0 0.0% Q2 2026 Jul 22, 2026
Zhang Financial LLC History No change 64,482 2,592 0.08% 0.08% 322 0 0.0% Q2 2026 Jul 30, 2026
Yoder Wealth Management, Inc. History No change 64,258 2,583 1.01% 1.01% 323 0 0.0% Q2 2026 Jul 22, 2026
Mutual Advisors, LLC History No change 64,054 2,575 0.05% 0.05% 324 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 63,698 2,561 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 27, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 62,284 2,504 2.05% 2.05% 326 0 0.0% Q2 2026 Jul 21, 2026
LaSalle St. Investment Advisors, LLC History No change 61,454 2,471 0.3% 0.3% 327 0 0.0% Q2 2026 Aug 11, 2026
Investmark Advisory Group LLC History No change 61,258 2,463 0.94% 0.94% 328 0 0.0% Q2 2026 Aug 07, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 61,007 2,453 1.73% 1.73% 329 0 0.0% Q2 2026 Aug 10, 2026
Lauer Wealth, LLC History No change 63,193 2,445 1.47% 1.47% 330 0 0.0% Q2 2026 Jul 15, 2026
Medallion Wealth Advisors, LLC History No change 60,276 2,423 0.76% 0.76% 331 0 0.0% Q2 2026 Aug 14, 2026
Porter White Investment Advisors, Inc. History No change 59,834 2,405 0.93% 0.93% 332 0 0.0% Q2 2026 Jul 16, 2026
E6 Portfolios, LLC History No change 59,192 2,380 1.9% 1.9% 333 0 0.0% Q2 2026 Aug 10, 2026
Stratos Investment Management, LLC History No change 58,333 2,345 0.08% 0.08% 334 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 58,251 2,342 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 07, 2026
DBK Financial Counsel, LLC History No change 58,119 2,336 1.96% 1.96% 336 0 0.0% Q2 2026 Jul 21, 2026
Tandem Financial, LLC History No change 57,896 2,327 0.7% 0.7% 337 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 57,447 2,309 0.19% 0.19% 338 0 0.0% Q2 2026 Jul 28, 2026
Helium Advisors LLC History No change 57,337 2,305 1.92% 1.92% 339 0 0.0% Q2 2026 Aug 11, 2026
M Wealth Management, LLC History No change 57,241 2,301 1.81% 1.81% 340 0 0.0% Q2 2026 Jul 27, 2026
Woodward Financial Advisors, Inc. History No change 57,137 2,297 0.77% 0.77% 341 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 57,067 2,294 1.51% 1.51% 342 0 0.0% Q2 2026 Jul 31, 2026
Gradient Capital Advisors, LLC History No change 56,704 2,280 0.53% 0.53% 343 0 0.0% Q2 2026 Jul 13, 2026
Dorsey & Whitney Trust CO LLC History No change 56,498 2,271 0.11% 0.11% 344 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 56,381 2,267 0.04% 0.04% 345 0 0.0% Q2 2026 Jul 20, 2026
Cedar Point Capital Partners, LLC History No change 55,780 2,242 1.29% 1.29% 346 0 0.0% Q2 2026 Jul 27, 2026
PW ADVISORS, LLC \ FL History No change 55,354 2,225 1.49% 1.49% 347 0 0.0% Q2 2026 Aug 06, 2026
1900 WEALTH MANAGEMENT LLC History No change 54,751 2,201 0.12% 0.12% 348 0 0.0% Q2 2026 Aug 04, 2026
Cordant, Inc. History No change 53,610 2,155 0.78% 0.78% 349 0 0.0% Q2 2026 Jul 14, 2026
SwitchPoint Financial Planning, LLC History No change 53,097 2,135 1.23% 1.23% 350 0 0.0% Q2 2026 Aug 14, 2026
FinDec Wealth Services, Inc. History No change 53,004 2,131 2.52% 2.52% 351 0 0.0% Q2 2026 Aug 06, 2026
Meritas Wealth Management, LLC History No change 52,707 2,119 0.83% 0.83% 352 0 0.0% Q2 2026 Jul 21, 2026
Valued Wealth Advisors LLC History No change 51,753 2,081 0.76% 0.76% 353 0 0.0% Q2 2026 Jul 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 51,428 2,067 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 51,230 2,059 0.25% 0.25% 355 0 0.0% Q2 2026 Aug 11, 2026
WADDELL & ASSOCIATES, LLC History No change 51,061 2,053 0.1% 0.1% 356 0 0.0% Q2 2026 Jul 15, 2026
Oder Investment Management, LLC History No change 50,692 2,038 1.37% 1.37% 357 0 0.0% Q2 2026 Aug 11, 2026
Approach Retirement Advisors, LLC History No change 49,941 2,008 1.46% 1.46% 358 0 0.0% Q2 2026 Jul 15, 2026
Werba Rubin Papier Wealth Management History No change 49,422 1,987 0.24% 0.24% 359 0 0.0% Q2 2026 Jul 27, 2026
Three Arch Wealth Management LLC History No change 48,366 1,944 0.3% 0.3% 360 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 47,984 1,929 0.04% 0.04% 361 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 47,738 1,919 0.36% 0.36% 362 0 0.0% Q2 2026 Sep 15, 2026
Eldridge Investment Advisors, Inc. History No change 47,423 1,906 0.38% 0.38% 363 0 0.0% Q2 2026 Aug 10, 2026
Seven Springs Wealth Group, LLC History No change 47,296 1,901 0.41% 0.41% 364 0 0.0% Q2 2026 Aug 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 47,917 1,883 0.37% 0.45% 366 -4,185 -8.03% Q3 2026 Oct 05, 2026
SEI INVESTMENTS CO History No change 46,839 1,883 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
Pacific Asset Management, LLC History No change 46,773 1,880 0.92% 0.92% 367 0 0.0% Q2 2026 Jul 27, 2026
Syverson Strege & Co History No change 46,455 1,867 0.41% 0.41% 368 0 0.0% Q2 2026 Aug 06, 2026
Donalies Financial Planning, LLC History No change 45,874 1,844 1.36% 1.36% 369 0 0.0% Q2 2026 Aug 06, 2026
JDH Wealth Management, LLC History No change 45,026 1,810 1.1% 1.1% 370 0 0.0% Q2 2026 Jul 22, 2026
Lido Advisors, LLC History No change 42,845 1,722 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 42,750 1,718 0.05% 0.05% 372 0 0.0% Q2 2026 Jul 27, 2026
Gemmer Asset Management LLC History No change 42,413 1,705 0.11% 0.11% 373 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 41,712 1,677 0.1% 0.1% 374 0 0.0% Q2 2026 Jul 23, 2026
Lynx Investment Advisory History No change 41,643 1,674 0.55% 0.55% 375 0 0.0% Q2 2026 Jul 27, 2026
American Investment Services, Inc. History No change 41,334 1,662 0.35% 0.35% 376 0 0.0% Q2 2026 Aug 12, 2026
John A. Wolfe & Associates, Inc. History No change 41,190 1,656 2.28% 2.28% 377 0 0.0% Q2 2026 Jul 29, 2026
Accurate Wealth Management, LLC History No change 41,228 1,624 0.15% 0.15% 378 0 0.0% Q2 2026 Jul 14, 2026
Vantage Point Financial LLC History No change 40,329 1,621 0.49% 0.49% 379 0 0.0% Q2 2026 Aug 14, 2026
HFG Wealth Management, LLC History No change 39,581 1,591 1.6% 1.6% 380 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 41,726 1,585 0.03% 0.03% 381 0 0.0% Q2 2026 Jul 29, 2026
Friday Financial History Added to 39,438 1,551 0.31% 0.3% 382 +10,893 38.16% Q3 2026 Oct 09, 2026
L & S Advisors Inc History No change 38,354 1,542 0.16% 0.16% 383 0 0.0% Q2 2026 Aug 12, 2026
Arcadia Wealth Management, LLC History No change 36,841 1,481 0.46% 0.46% 384 0 0.0% Q2 2026 Jul 20, 2026
Cypress Point Wealth Management, LLC History No change 36,812 1,480 0.3% 0.3% 385 0 0.0% Q2 2026 Jul 17, 2026
Kane Co Wealth Management, Inc. History No change 36,826 1,480 1.12% 1.12% 386 0 0.0% Q2 2026 Jul 28, 2026
GARRISON POINT ADVISORS, LLC History No change 36,505 1,467 0.59% 0.59% 387 0 0.0% Q2 2026 Jul 31, 2026
Invst, LLC History No change 36,075 1,450 0.14% 0.14% 388 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 35,235 1,416 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 35,054 1,409 0.45% 0.45% 390 0 0.0% Q2 2026 Jul 15, 2026
APS Management Group, Inc. History No change 35,020 1,408 1.08% 1.08% 391 0 0.0% Q2 2026 Jul 10, 2026
Larry Mathis Financial Planning, LLC History No change 35,028 1,408 1.07% 1.07% 392 0 0.0% Q2 2026 Jul 24, 2026
Owl Creek Wealth Partners LLC History No change 34,407 1,383 0.4% 0.4% 393 0 0.0% Q2 2026 Jul 20, 2026
Everest Financial Group LLC History No change 34,146 1,373 0.19% 0.19% 394 0 0.0% Q2 2026 Aug 10, 2026
Shearwater Capital LLC History No change 33,970 1,365 0.65% 0.65% 395 0 0.0% Q2 2026 Jul 08, 2026
Highland Financial Advisors, LLC History No change 33,256 1,337 0.29% 0.29% 396 0 0.0% Q2 2026 Jul 09, 2026
Cambridge Financial Group, LLC History No change 33,172 1,333 0.42% 0.42% 397 0 0.0% Q3 2026 Oct 06, 2026
Abacus Planning Group, Inc. History No change 33,050 1,328 0.16% 0.16% 398 0 0.0% Q2 2026 Jul 20, 2026
Wealth Advisors Northwest LLC History No change 32,500 1,306 0.45% 0.45% 399 0 0.0% Q2 2026 Jul 14, 2026
BURNEY CO/ History No change 32,140 1,292 0.03% 0.03% 400 0 0.0% Q2 2026 Jul 14, 2026
SpringVest Wealth Management LLC History No change 31,691 1,274 0.8% 0.8% 401 0 0.0% Q2 2026 Jul 22, 2026
Trailhead Planners LLC History No change 31,706 1,274 1.23% 1.23% 402 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 31,608 1,270 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 14, 2026
Sprinkle Financial Consultants LLC History Added to 32,195 1,265 0.49% 0.51% 404 +118 0.37% Q3 2026 Oct 09, 2026
Flagstone Financial Management History No change 31,426 1,263 0.28% 0.28% 405 0 0.0% Q2 2026 Jul 21, 2026
LAM GROUP, INC. History No change 31,385 1,261 0.63% 0.63% 406 0 0.0% Q2 2026 Jul 10, 2026
Quantinno Capital Management LP History No change 30,357 1,220 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 13, 2026
Greenspring Advisors, LLC History No change 30,178 1,213 0.07% 0.07% 408 0 0.0% Q2 2026 Aug 11, 2026
Patriot Financial Group Insurance Agency, LLC History No change 29,835 1,199 0.12% 0.12% 409 0 0.0% Q2 2026 Jul 16, 2026
ARK & TLK INVESTMENTS, LLC History No change 29,726 1,195 0.29% 0.29% 410 0 0.0% Q2 2026 Jul 20, 2026
TRUIST FINANCIAL CORP History No change 29,294 1,177 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 28, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 28,959 1,164 0.63% 0.63% 412 0 0.0% Q2 2026 Aug 11, 2026
Ellis Investment Partners, LLC History No change 28,889 1,161 0.18% 0.18% 413 0 0.0% Q2 2026 Aug 05, 2026
Lauterbach Financial Advisors, LLC History No change 28,842 1,159 0.5% 0.5% 414 0 0.0% Q2 2026 Jul 27, 2026
Montis Financial, LLC History No change 28,009 1,126 0.23% 0.23% 415 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 27,288 1,097 0.01% 0.01% 416 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History No change 27,070 1,088 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 05, 2026
CarsonAllaria Wealth Management, Ltd. History No change 27,028 1,086 0.47% 0.47% 418 0 0.0% Q2 2026 Jul 28, 2026
FOSTER & MOTLEY INC History No change 26,717 1,074 0.05% 0.05% 419 0 0.0% Q2 2026 Aug 07, 2026
RCS Financial Planning, LLC History No change 26,199 1,053 0.5% 0.5% 420 0 0.0% Q2 2026 Jul 22, 2026
MBE Wealth Management, LLC History No change 25,876 1,040 0.37% 0.37% 421 0 0.0% Q2 2026 Jul 24, 2026
Compass Ion Advisors, LLC History No change 25,555 1,027 0.09% 0.09% 422 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 25,272 1,016 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 06, 2026
Strathmore Capital Advisors, Inc. History No change 26,524 1,016 0.27% 0.27% 424 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 25,057 1,007 0.35% 0.35% 425 0 0.0% Q2 2026 Jul 23, 2026
OPTIMA CAPITAL LLC History No change 24,207 973 0.38% 0.38% 426 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 23,811 957 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 23,732 954 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 12, 2026
Cloud Capital Management, LLC History No change 23,658 951 0.35% 0.35% 429 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 23,616 949 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 23,603 949 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 11, 2026
Atlanta Consulting Group Advisors, LLC History No change 23,592 948 0.15% 0.15% 432 0 0.0% Q2 2026 Aug 14, 2026
Vestment Financial LLC History No change 24,119 947 0.42% 0.42% 433 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 23,485 944 0.06% 0.06% 434 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 23,378 940 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 12, 2026
Arnold Financial Planning LLC History No change 23,379 940 0.7% 0.7% 436 0 0.0% Q2 2026 Jul 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 23,316 937 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 23,300 936 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 23,262 935 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 04, 2026
Acorn Wealth Advisors, LLC History No change 23,049 926 0.23% 0.23% 440 0 0.0% Q2 2026 Jul 30, 2026
3 FACTOR INDEXING, LLC History No change 22,574 907 0.77% 0.77% 441 0 0.0% Q2 2026 Jul 08, 2026
Morton Capital Management LLC/CA History No change 22,362 899 0.12% 0.12% 442 0 0.0% Q2 2026 Jul 23, 2026
Eaton-Cambridge Inc. History No change 22,163 891 0.25% 0.25% 443 0 0.0% Q2 2026 Jul 23, 2026
BlackRock, Inc. History No change 22,019 885 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 21,693 872 0.01% 0.01% 445 0 0.0% Q2 2026 Jul 28, 2026
Midwest Trust Co History No change 21,470 863 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 04, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 21,264 855 0.19% 0.19% 447 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 20,676 831 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 12, 2026
Level Wealth Management LLC History No change 20,610 828 0.33% 0.33% 449 0 0.0% Q2 2026 Jul 28, 2026
Rehmann Capital Advisory Group History No change 20,564 826 0.04% 0.04% 450 0 0.0% Q2 2026 Aug 20, 2026
Lifeworks Advisors, LLC History No change 20,471 823 0.09% 0.09% 451 0 0.0% Q2 2026 Aug 14, 2026
International Private Wealth Advisors LLC History No change 20,438 821 0.42% 0.42% 452 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 20,170 811 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 20,051 806 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 27, 2026
Altiora Financial Group, LLC History No change 19,999 804 0.13% 0.13% 455 0 0.0% Q2 2026 Aug 07, 2026
Fort Vancouver Investment Management, LLC History No change 19,751 794 0.37% 0.37% 456 0 0.0% Q2 2026 Jul 29, 2026
Parcion Private Wealth LLC History No change 19,669 790 0.04% 0.04% 457 0 0.0% Q2 2026 Jul 27, 2026
AIRE ADVISORS, LLC History No change 19,381 779 0.13% 0.13% 458 0 0.0% Q2 2026 Aug 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 19,332 777 0.19% 0.19% 459 0 0.0% Q2 2026 Aug 12, 2026
OKABENA INVESTMENT SERVICES INC History No change 19,259 774 0.14% 0.14% 460 0 0.0% Q2 2026 Aug 04, 2026
Heck Capital Advisors, LLC History No change 19,245 773 0.05% 0.05% 461 0 0.0% Q2 2026 Jul 10, 2026
Valeo Financial Advisors, LLC History Reduced 19,653 772 0.02% 0.02% 462 -111 -0.56% Q3 2026 Oct 08, 2026
Indivisible Partners History No change 18,986 763 0.04% 0.04% 463 0 0.0% Q2 2026 Aug 04, 2026
Magnolia Private Wealth, LLC History No change 18,780 755 0.41% 0.41% 464 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 18,729 753 0.05% 0.05% 465 0 0.0% Q2 2026 Jul 21, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 18,616 748 0.22% 0.22% 466 0 0.0% Q2 2026 Aug 04, 2026
CLG LLC History No change 18,363 738 0.16% 0.16% 467 0 0.0% Q2 2026 Jul 16, 2026
Infinity Wealth Counsel, LLC History No change 18,371 738 0.6% 0.6% 468 0 0.0% Q2 2026 Jul 09, 2026
Powerhouse Assets LLC History No change 18,196 731 0.6% 0.6% 469 0 0.0% Q2 2026 Jul 23, 2026
Balanced Rock Investment Advisors LLC History No change 18,172 730 0.46% 0.46% 470 0 0.0% Q2 2026 Aug 14, 2026
Partners in Financial Planning History No change 17,889 719 0.11% 0.11% 471 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 17,682 710 0.06% 0.06% 472 0 0.0% Q2 2026 Jul 28, 2026
CSP Financial Group, LLC History No change 17,516 704 0.6% 0.6% 473 0 0.0% Q2 2026 Jul 27, 2026
HMV Wealth Advisors, LLC History No change 17,432 700 0.27% 0.27% 474 0 0.0% Q2 2026 Jul 13, 2026
GWN SECURITIES INC. History No change 17,188 691 0.12% 0.12% 475 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 17,189 691 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 13, 2026
Broadhurst Jeffrey B History No change 16,940 681 1.45% 1.45% 477 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 16,482 662 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 20, 2026
United Advisor Group, LLC History No change 16,467 662 0.07% 0.07% 479 0 0.0% Q2 2026 Jul 29, 2026
WEALTHSPAN PARTNERS, LLC History No change 16,370 658 0.21% 0.21% 480 0 0.0% Q2 2026 Aug 06, 2026
Cascade Wealth Advisors, Inc History No change 16,877 655 0.26% 0.26% 481 0 0.0% Q2 2026 Aug 10, 2026
QUARRY HILL ADVISORS, LLC History No change 16,183 650 0.25% 0.25% 482 0 0.0% Q2 2026 Jul 27, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 16,044 645 0.07% 0.07% 483 0 0.0% Q2 2026 Sep 02, 2026
SJS Investment Consulting Inc. History No change 16,013 643 0.07% 0.07% 484 0 0.0% Q2 2026 Jul 22, 2026
Woodside Wealth Management LLC History No change 15,919 640 0.45% 0.45% 485 0 0.0% Q2 2026 Jul 24, 2026
Asset Dedication, LLC History No change 15,627 628 0.04% 0.04% 486 0 0.0% Q2 2026 Jul 30, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 15,531 624 0.44% 0.44% 487 0 0.0% Q2 2026 Aug 11, 2026
Longview Financial Advisors LLC History No change 15,492 622 0.31% 0.31% 488 0 0.0% Q2 2026 Jul 14, 2026
Rather & Kittrell, Inc. History No change 15,289 614 0.09% 0.09% 489 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 15,248 613 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 06, 2026
USAdvisors Wealth Management, LLC History No change 15,043 604 0.17% 0.17% 491 0 0.0% Q2 2026 Jul 29, 2026
Sincerus Advisory, LLC History Added to 15,350 603 0.39% 0.35% 493 +2,485 19.32% Q3 2026 Oct 08, 2026
Tanager Wealth Management LLP History No change 15,010 603 0.05% 0.05% 492 0 0.0% Q2 2026 Jul 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 14,947 601 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 14,969 601 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 13, 2026
Eastover Investment Advisors LLC History No change 15,150 595 0.23% 0.24% 496 0 0.0% Q3 2026 Oct 05, 2026
Quent Capital, LLC History No change 14,808 595 0.04% 0.04% 497 0 0.0% Q2 2026 Aug 07, 2026
Abel Hall, LLC History No change 14,675 590 0.1% 0.1% 498 0 0.0% Q2 2026 Jul 24, 2026
tru Independence LLC History No change 14,664 589 0.26% 0.26% 499 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 14,440 580 0.13% 0.13% 500 0 0.0% Q2 2026 Jul 08, 2026
V2 Financial group LLC History No change 14,374 577 0.21% 0.21% 501 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 14,264 573 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 04, 2026
Aerodigm Wealth, LLC History No change 14,181 570 0.19% 0.19% 503 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 16,832 569 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 13, 2026
GDS Wealth Management History No change 14,174 569 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,009 563 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Family Advisors, LLC History No change 14,000 562 0.24% 0.24% 507 0 0.0% Q2 2026 Aug 14, 2026
Revolve Wealth Partners, LLC History No change 13,990 562 0.06% 0.06% 508 0 0.0% Q2 2026 Jul 09, 2026
L.K. Benson & Company, P.C. History No change 13,921 559 0.17% 0.17% 509 0 0.0% Q2 2026 Jul 24, 2026
Ballast Rock Private Wealth LLC History No change 13,842 556 0.26% 0.26% 510 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 13,638 548 0.22% 0.22% 511 0 0.0% Q2 2026 Jul 13, 2026
SeaCrest Wealth Management, LLC History No change 13,594 546 0.06% 0.06% 512 0 0.0% Q2 2026 Jul 09, 2026
Fielder Capital Group LLC History No change 13,387 538 0.12% 0.12% 513 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 13,371 537 0.12% 0.12% 514 0 0.0% Q2 2026 Jul 10, 2026
Samalin Investment Counsel, LLC History No change 12,727 511 0.16% 0.16% 515 0 0.0% Q2 2026 Jul 27, 2026
Caprock Group, LLC History No change 12,668 509 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 12,631 507 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History No change 12,599 506 0.22% 0.22% 518 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 12,559 504 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 12,408 499 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 05, 2026
Williams Jones Wealth Management, LLC. History No change 12,323 495 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 05, 2026
Park Edge Advisors, LLC History No change 12,167 489 0.1% 0.1% 522 0 0.0% Q2 2026 Jul 10, 2026
Ruedi Wealth Management, Inc. History No change 12,148 488 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 29, 2026
AssuredPartners Investment Advisors, LLC History No change 12,126 487 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 10, 2026
MONTAG A & ASSOCIATES INC History No change 12,100 486 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Planning, Inc. History Reduced 12,166 478 0.11% 0.12% 526 -618 -4.83% Q3 2026 Oct 08, 2026
Canopy Partners, LLC History No change 11,912 478 0.14% 0.14% 527 0 0.0% Q2 2026 Jul 22, 2026
Solidarity Wealth, LLC History No change 11,836 475 0.08% 0.08% 528 0 0.0% Q2 2026 Jul 31, 2026
Foundation Wealth Management, LLC\PA History No change 11,816 475 0.14% 0.14% 529 0 0.0% Q2 2026 Jul 21, 2026
Madson Wealth Advisors Inc History No change 11,795 474 0.32% 0.32% 530 0 0.0% Q2 2026 Jul 21, 2026
ALTFEST L J & CO INC History No change 11,779 473 0.05% 0.05% 531 0 0.0% Q2 2026 Jul 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 11,653 468 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 11,398 458 0.05% 0.05% 533 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 11,366 457 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
Selective Wealth Management, Inc. History No change 12,232 457 0.12% 0.12% 535 0 0.0% Q2 2026 Jul 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 11,288 453 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 10, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 11,198 450 0.12% 0.12% 537 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 11,131 447 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
Cogent Private Wealth, Inc. History No change 11,098 446 0.28% 0.28% 539 0 0.0% Q2 2026 Aug 05, 2026
Financial Harvest, LLC History No change 10,774 433 0.18% 0.18% 540 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History No change 11,094 432 0.01% 0.01% 541 0 0.0% Q3 2026 Oct 09, 2026
PINNEY & SCOFIELD, INC. History No change 10,602 426 0.21% 0.21% 542 0 0.0% Q2 2026 Aug 07, 2026
Presidio Capital Management, LLC History No change 10,449 420 0.11% 0.11% 543 0 0.0% Q2 2026 Jul 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 10,341 415 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 10,341 415 0.06% 0.06% 545 0 0.0% Q2 2026 Jul 22, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 10,294 413 0.13% 0.13% 546 0 0.0% Q2 2026 Jul 16, 2026
JONES FINANCIAL COMPANIES LLLP History No change 10,437 411 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 14, 2026
Frankly Finances, LLC History No change 10,233 411 0.32% 0.32% 548 0 0.0% Q2 2026 Jul 15, 2026
Freedom Day Solutions, LLC History No change 10,205 410 0.09% 0.09% 549 0 0.0% Q2 2026 Jul 24, 2026
POINCIANA ADVISORS GROUP, LLC History No change 10,180 409 0.3% 0.3% 550 0 0.0% Q2 2026 Jul 28, 2026
STAGE HARBOR FINANCIAL, LLC History No change 10,097 406 0.23% 0.23% 551 0 0.0% Q2 2026 Aug 07, 2026
Apollon Financial, LLC History No change 10,115 406 0.05% 0.05% 552 0 0.0% Q2 2026 Jul 22, 2026
ELEVATE WEALTH ADVISORY, INC History No change 9,950 400 0.23% 0.23% 553 0 0.0% Q2 2026 Aug 14, 2026
Ponta Wealth Partners, LLC History No change 9,761 392 0.21% 0.21% 554 0 0.0% Q2 2026 Aug 12, 2026
Matisse Capital History No change 9,687 389 0.16% 0.16% 555 0 0.0% Q2 2026 Aug 12, 2026
Tanglewood Legacy Advisors, LLC History No change 9,659 388 0.13% 0.13% 556 0 0.0% Q2 2026 Aug 10, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 9,632 387 0.15% 0.15% 557 0 0.0% Q2 2026 Aug 10, 2026
Financial Synergies Wealth Advisors, Inc. History No change 9,306 374 0.03% 0.03% 558 0 0.0% Q2 2026 Jul 17, 2026
Seneschal Advisors, LLC History No change 9,233 371 0.25% 0.25% 559 0 0.0% Q2 2026 Aug 13, 2026
Peirce Capital Management, LLC History No change 9,216 370 0.14% 0.14% 560 0 0.0% Q2 2026 Jul 10, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 8,997 361 0.23% 0.23% 561 0 0.0% Q2 2026 Jul 28, 2026
Stewardship Advisors, LLC History No change 8,880 357 0.07% 0.07% 562 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History No change 8,810 346 0.04% 0.04% 563 0 0.0% Q3 2026 Oct 07, 2026
Silver Oak Advisory Group, Inc. History No change 8,604 345 0.14% 0.14% 564 0 0.0% Q2 2026 Jul 31, 2026
Vertex Planning Partners, LLC History No change 8,509 342 0.05% 0.05% 565 0 0.0% Q2 2026 Aug 14, 2026
Strategent Financial, LLC History No change 8,486 341 0.2% 0.2% 566 0 0.0% Q2 2026 Aug 03, 2026
Blume Capital Management, Inc. History No change 8,354 335 0.05% 0.05% 567 0 0.0% Q2 2026 Jul 27, 2026
Gladstone Institutional Advisory LLC History No change 8,198 329 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 27, 2026
SCRATCH CAPITAL LLC History No change 8,053 323 0.16% 0.16% 569 0 0.0% Q2 2026 Jul 30, 2026
US BANCORP \DE\ History No change 7,995 321 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 12, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 7,926 318 0.15% 0.15% 571 0 0.0% Q2 2026 Jul 17, 2026
Inspire Advisors, LLC History No change 7,770 311 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 7,725 310 0.02% 0.02% 573 0 0.0% Q2 2026 Jul 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 7,712 310 0.1% 0.1% 574 0 0.0% Q2 2026 Jul 17, 2026
Huntleigh Advisors, Inc. History No change 7,700 309 0.04% 0.04% 575 0 0.0% Q2 2026 Aug 04, 2026
Bright Futures Wealth Management, LLC. History No change 7,612 306 0.2% 0.2% 576 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 7,614 306 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 15, 2026
UNIVEST FINANCIAL Corp History No change 7,585 304 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 07, 2026
HM PAYSON & CO History No change 7,571 304 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 17, 2026
Pillar Financial Advisors, LLC History No change 7,520 302 0.16% 0.16% 580 0 0.0% Q2 2026 Jul 24, 2026
VSM Wealth Advisory, LLC History No change 7,488 301 0.08% 0.08% 581 0 0.0% Q2 2026 Jul 22, 2026
Lionshead Wealth Management, LLC History No change 7,389 297 0.19% 0.19% 582 0 0.0% Q2 2026 Jul 28, 2026
Athena Wealth Management, LLC History Reduced 7,551 296 0.21% 0.24% 584 -324 -4.11% Q3 2026 Oct 09, 2026
Dana Investment Advisors, Inc. History No change 7,372 296 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 13, 2026
Liberty Capital Management, Inc. History No change 7,269 292 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 7,277 292 0.02% 0.02% 586 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 7,149 287 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 29, 2026
Passive Capital Management, LLC. History No change 8,825 287 0.09% 0.09% 588 0 0.0% Q2 2026 Aug 10, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 7,050 283 0.09% 0.09% 589 0 0.0% Q2 2026 Aug 05, 2026
C M BIDWELL & ASSOCIATES LTD History No change 7,021 282 0.12% 0.12% 590 0 0.0% Q2 2026 Aug 11, 2026
Citrine Capital LLC History No change 6,918 278 0.1% 0.1% 591 0 0.0% Q2 2026 Jul 23, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 6,814 274 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 6,836 274 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 6,869 272 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 6,617 266 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
Ferguson Johnson Wealth Management Inc History No change 6,369 256 0.19% 0.19% 596 0 0.0% Q2 2026 Jul 31, 2026
MAYPORT, LLC History No change 6,334 254 0.04% 0.04% 597 0 0.0% Q2 2026 Aug 07, 2026
SEMITAM BONAM LLC History No change 6,339 254 0.19% 0.19% 598 0 0.0% Q2 2026 Jul 24, 2026
Crescent Grove Advisors, LLC History No change 6,291 252 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 10, 2026
Bragg Financial Advisors, Inc History No change 6,254 251 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 12, 2026
Astra Wealth Partners LLC History No change 6,230 250 0.13% 0.13% 601 0 0.0% Q2 2026 Aug 11, 2026
Novak & Powell Financial Services, Inc. History No change 6,192 248 0.12% 0.12% 602 0 0.0% Q2 2026 Aug 11, 2026
Marshall Financial Group, LLC History No change 6,125 246 0.04% 0.04% 603 0 0.0% Q2 2026 Jul 17, 2026
Second Half Financial Partners, LLC History No change 6,002 241 0.1% 0.1% 604 0 0.0% Q2 2026 Jul 16, 2026
Forthright Family Wealth Advisory LLC History No change 5,984 240 0.14% 0.14% 605 0 0.0% Q2 2026 Jul 16, 2026
HANCOCK WHITNEY CORP History No change 5,854 235 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 5,808 233 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 09, 2026
Gutierrez Wealth Advisory, LLC History No change 5,692 228 0.13% 0.13% 608 0 0.0% Q2 2026 Aug 03, 2026
HANOVER ADVISORS INC History No change 5,665 227 0.08% 0.08% 609 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 5,621 226 0.02% 0.02% 610 0 0.0% Q2 2026 Sep 04, 2026
Facet Wealth, Inc. History No change 5,566 223 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 27, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 5,481 220 0.17% 0.17% 612 0 0.0% Q2 2026 Aug 07, 2026
Triad Wealth Partners, LLC History No change 5,811 219 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 10, 2026
Quadrant Private Wealth Management, LLC History No change 5,424 218 0.05% 0.05% 614 0 0.0% Q2 2026 Jul 30, 2026
NATURAL INVESTMENTS, LLC History No change 5,403 217 0.05% 0.05% 615 0 0.0% Q2 2026 Jul 31, 2026
Greenline Wealth Management LLC History No change 5,395 216 0.18% 0.18% 616 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Advisory LLC History No change 5,348 215 0.04% 0.04% 617 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Advisers, LLC History No change 5,358 215 0.16% 0.16% 618 0 0.0% Q2 2026 Jul 29, 2026
FIRST AMERICAN TRUST, FSB History No change 5,283 212 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,275 212 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 5,278 212 0.09% 0.09% 621 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 5,231 210 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 20, 2026
Avidian Wealth Enterprises, LLC History Added to 5,298 208 0.01% 0.01% 623 +238 4.7% Q3 2026 Oct 08, 2026
HRT FINANCIAL LP History No change 5,165 207 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 5,152 207 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 5,161 207 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 31, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,115 205 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 04, 2026
TABLEAUX LLC History No change 5,122 205 0.09% 0.09% 628 0 0.0% Q2 2026 Aug 07, 2026
Squire Investment Management Company, LLC History No change 5,096 204 0.05% 0.05% 629 0 0.0% Q2 2026 Jul 28, 2026
ATLas Financial Planning LLC History No change 5,056 203 0.16% 0.16% 630 0 0.0% Q2 2026 Jul 22, 2026
Vilga Financial Planning LLC History No change 5,164 202 0.12% 0.16% 631 0 0.0% Q3 2026 Oct 08, 2026
EARNED WEALTH ADVISORS, LLC History No change 5,012 201 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 5,005 201 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 06, 2026
Integrity Investment Advisors, LLC History No change 5,005 201 0.09% 0.09% 634 0 0.0% Q2 2026 Jul 21, 2026
WMG Financial Advisors, LLC History No change 4,979 200 0.08% 0.08% 635 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,988 200 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 4,900 197 0.1% 0.1% 637 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 4,312 173 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 04, 2026
Rialto Wealth Management, LLC History No change 4,283 172 0.03% 0.03% 639 0 0.0% Q2 2026 Aug 11, 2026
Orion Capital Management LLC History No change 4,140 166 0.05% 0.05% 640 0 0.0% Q2 2026 Aug 17, 2026
Smallwood Wealth Investment Management, LLC History No change 4,026 161 0.07% 0.07% 641 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Union Bankshares Corp History No change 3,894 156 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 3,861 155 0.04% 0.04% 643 0 0.0% Q2 2026 Jul 28, 2026
Nalls Sherbakoff Group, LLC History No change 3,849 154 0.11% 0.11% 644 0 0.0% Q2 2026 Aug 17, 2026
North Star Investment Management Corp. History No change 3,528 141 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History No change 3,339 134 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 2,934 117 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 2,928 115 0.08% 0.07% 648 +373 14.6% Q3 2026 Oct 09, 2026
TRUST CO OF VERMONT History No change 2,563 103 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 2,522 101 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 2,503 100 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,242 89 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 1,690 67 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 05, 2026
Retirement Wealth Solutions LLC History No change 1,669 65 0.03% 0.04% 654 0 0.0% Q3 2026 Oct 07, 2026
SITTNER & NELSON, LLC History No change 1,535 61 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Private Wealth, LLC History No change 1,412 56 0.03% 0.03% 656 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 1,226 49 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 1,207 48 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 23, 2026
CITY HOLDING CO History No change 1,120 45 0.01% 0.01% 659 0 0.0% Q2 2026 Jul 10, 2026
Banco de Sabadell, S.A History No change 1,058 43 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 04, 2026
ELEVATION WEALTH PARTNERS, LLC History New 1,072 42 0.01% — 662 +1,072 New Q3 2026 Oct 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,054 42 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 1,036 41 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,006 40 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 993 39 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 20, 2026
UMB Bank, n.a. History No change 885 35 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 847 34 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 849 34 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 855 34 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 810 32 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 06, 2026
HOWE & RUSLING INC History No change 729 29 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 10, 2026
Coston, McIsaac & Partners History No change 740 29 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 702 28 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 671 26 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 623 24 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 562 22 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 534 21 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 537 21 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 27, 2026
Redwood Park Advisors LLC History No change 544 21 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 11, 2026
Topsail Wealth Management, LLC History No change 537 21 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 521 20 0.02% 0.02% 681 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 461 19 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 488 19 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 23, 2026
AMERIFLEX GROUP, INC. History No change 480 19 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 13, 2026
Montgomery Financial Services LLC History No change 465 18 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 12, 2026
Walsh & Associates, LLC History No change 442 17 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 413 16 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 420 16 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 27, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 385 15 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 13, 2026
RHL GROUP, LLC History No change 398 15 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 363 14 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 339 13 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 27, 2026
Godfrey Financial Associates, Inc. History No change 340 13 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 11, 2026
Corsicana & Co. History No change 310 12 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 24, 2026
Triumph Capital Management History No change 225 9 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 20, 2026
Gleason Group, Inc. History No change 238 9 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 206 8 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 21, 2026
Community Financial Services Group, LLC History No change 209 8 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 09, 2026
JDM Financial Group LLC History No change 200 8 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 17, 2026
Synergy Investment Management, LLC History No change 211 8 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 209 8 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 30, 2026
FAS Wealth Partners, Inc. History No change 194 7 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 29, 2026
CULLEN/FROST BANKERS, INC. History No change 151 6 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 150 6 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 13, 2026
Evolution Advisers, Inc. History No change 160 6 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 31, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 157 6 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 07, 2026
West Branch Capital LLC History No change 125 5 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 10, 2026
Centennial Bank/AR/ History No change 133 5 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 10, 2026
Frazier Financial Advisors, LLC History No change 132 5 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 149 5 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 15, 2026
Aspect Partners, LLC History No change 107 4 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 16, 2026
SALEM INVESTMENT COUNSELORS INC History No change 62 2 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 14, 2026
BESSEMER GROUP INC History No change 40 2 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 12, 2026
PFS Partners, LLC History No change 74 2 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
DHJJ Financial Advisors, Ltd. History No change 21 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Rachor Investment Advisory Services, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Quest 10 Wealth Builders, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026