Dimensional ETF Trust - DFAI

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
ENVESTNET ASSET MANAGEMENT INC History No change 27,763,226 1,145,233 0.27% 0.27% 1 0 0.0% Q2 2026 Sep 23, 2026
First Command Advisory Services, Inc. History No change 15,272,021 629,970 3.75% 3.75% 2 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History No change 14,948,542 616,627 0.67% 0.67% 3 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 10,409,354 429,385 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 9,826,699 405,603 1.66% 1.66% 5 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 7,867,848 324,548 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 6,729,230 277,580 22.31% 22.31% 7 0 0.0% Q2 2026 Aug 04, 2026
ROYAL BANK OF CANADA History No change 6,472,722 266,999 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,636,392 232,501 2.91% 2.91% 9 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 4,754,034 196,103 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 4,567,118 188,393 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History No change 4,528,406 186,796 7.26% 7.26% 12 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 4,495,210 185,427 2.1% 2.1% 13 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 4,350,104 179,440 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 4,171,293 172,065 0.65% 0.65% 15 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 4,128,690 170,308 2.91% 2.91% 16 0 0.0% Q2 2026 Jul 10, 2026
Moisand Fitzgerald Tamayo, LLC History No change 3,693,307 152,348 14.88% 14.88% 17 0 0.0% Q2 2026 Jul 13, 2026
McKinley Carter Wealth Services, Inc. History No change 3,637,438 150,044 7.73% 7.73% 18 0 0.0% Q2 2026 Jul 28, 2026
HighTower Advisors, LLC History No change 3,441,572 141,964 0.14% 0.14% 19 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 3,074,543 126,824 0.18% 0.18% 20 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,972,994 122,635 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 19, 2026
Pure Financial Advisors, LLC History No change 2,926,491 120,717 1.54% 1.54% 22 0 0.0% Q2 2026 Aug 14, 2026
LVZ, Inc. History No change 2,918,971 120,407 12.23% 12.23% 23 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Advisors, LLC History No change 2,844,690 117,343 1.11% 1.11% 24 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 2,827,567 116,637 0.58% 0.58% 25 0 0.0% Q2 2026 Jul 17, 2026
One Capital Management, LLC History No change 2,955,353 115,140 3.2% 3.2% 26 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 2,752,464 113,539 0.96% 0.96% 27 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,631,810 108,562 0.14% 0.14% 28 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK OF OMAHA History No change 2,615,704 107,897 3.04% 3.04% 29 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 2,594,607 107,027 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 12, 2026
Klaas Financial Asset Advisors, LLC History No change 2,440,834 100,684 12.54% 12.54% 31 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 2,413,701 99,565 0.84% 0.84% 32 0 0.0% Q2 2026 Aug 06, 2026
Apollon Wealth Management, LLC History No change 2,401,287 99,053 1.2% 1.2% 33 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 2,378,111 98,120 2.76% 2.76% 34 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 2,289,576 94,445 0.44% 0.44% 35 0 0.0% Q2 2026 Aug 18, 2026
Marquette Asset Management, LLC History Added to 2,261,436 93,691 12.23% 11.89% 36 +16,446 0.73% Q3 2026 Oct 09, 2026
Focus Partners Wealth History No change 2,242,095 92,486 0.09% 0.09% 37 0 0.0% Q2 2026 Aug 12, 2026
Zhang Financial LLC History No change 2,110,994 87,078 2.54% 2.54% 38 0 0.0% Q2 2026 Jul 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,007,093 82,792 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 2,002,126 82,587 0.45% 0.45% 40 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 1,961,478 80,930 0.1% 0.1% 41 0 0.0% Q2 2026 Aug 14, 2026
RAM Investment Partners, LLC History No change 1,934,044 79,779 12.76% 12.76% 42 0 0.0% Q2 2026 Jul 29, 2026
Berman McAleer LLC History No change 1,823,537 75,220 8.71% 8.71% 43 0 0.0% Q2 2026 Jul 16, 2026
EP Wealth Advisors, LLC History No change 1,815,369 74,883 0.29% 0.29% 44 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 1,803,215 74,881 0.22% 0.22% 45 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 1,734,115 71,531 6.78% 6.78% 46 0 0.0% Q2 2026 Jul 09, 2026
WNY Asset Management, LLC History No change 1,686,967 69,587 6.21% 6.21% 47 0 0.0% Q2 2026 Aug 17, 2026
BRIGHTON JONES LLC History No change 1,660,158 68,481 1.27% 1.27% 48 0 0.0% Q2 2026 Aug 11, 2026
Pioneer Wealth Management Group History Added to 1,578,083 65,379 15.43% 15.12% 49 +60,483 3.99% Q3 2026 Oct 08, 2026
Bedel Financial Consulting, Inc. History No change 1,582,438 65,275 6.13% 6.13% 50 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 1,493,788 63,142 3.44% 3.44% 51 0 0.0% Q2 2026 Aug 05, 2026
Wealth Dimensions Group, Ltd. History No change 1,463,610 60,373 10.81% 10.81% 52 0 0.0% Q2 2026 Jul 22, 2026
First National Advisers, LLC History No change 1,441,680 59,469 8.35% 8.35% 53 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 1,437,130 59,281 0.41% 0.41% 54 0 0.0% Q2 2026 Aug 12, 2026
Everhart Financial Group, Inc. History Added to 1,404,497 58,188 3.58% 3.18% 55 +198,222 16.43% Q3 2026 Oct 08, 2026
NewEdge Advisors, LLC History No change 1,398,059 57,669 0.17% 0.17% 56 0 0.0% Q2 2026 Aug 12, 2026
RVW Wealth, LLC History Reduced 1,383,038 57,299 3.68% 4.15% 57 -144,585 -9.46% Q3 2026 Oct 06, 2026
OSAIC HOLDINGS, INC. History No change 1,342,622 55,383 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 14, 2026
Aquire Wealth Advisors, LLC History No change 1,314,008 54,202 12.42% 12.42% 59 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 1,275,139 52,599 0.71% 0.71% 60 0 0.0% Q2 2026 Aug 12, 2026
Great Point Wealth Advisors, LLC History No change 1,274,802 52,585 8.49% 8.49% 61 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,261,396 52,032 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
Spinnaker Investment Group, LLC History No change 1,261,262 52,027 8.34% 8.34% 63 0 0.0% Q2 2026 Jul 10, 2026
Kestra Investment Management, LLC History No change 1,246,705 51,426 1.0% 1.0% 64 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 1,221,090 50,369 0.44% 0.44% 65 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History Added to 1,190,538 48,990 0.62% 0.66% 66 +69,225 6.17% Q3 2026 Oct 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,161,885 48,311 0.08% 0.08% 67 0 0.0% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History No change 1,229,643 47,906 1.95% 1.95% 68 0 0.0% Q2 2026 Jul 09, 2026
Arista Wealth Management, LLC History No change 1,077,141 44,432 4.79% 4.79% 69 0 0.0% Q2 2026 Jul 08, 2026
HighPoint Advisor Group LLC History No change 1,072,064 44,222 1.56% 1.56% 70 0 0.0% Q2 2026 Aug 05, 2026
JFS WEALTH ADVISORS, LLC History No change 1,067,709 44,042 2.2% 2.2% 71 0 0.0% Q2 2026 Jul 10, 2026
Stadion Money Management, LLC History No change 1,067,068 44,016 3.79% 3.79% 72 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 1,033,393 42,627 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 1,023,663 42,226 0.19% 0.19% 74 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 1,017,129 41,956 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 13, 2026
Chico Wealth RIA History No change 1,016,596 41,934 21.85% 21.85% 76 0 0.0% Q2 2026 Aug 13, 2026
Annandale Capital, LLC History No change 1,007,698 41,568 5.67% 5.67% 77 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,007,007 41,539 0.51% 0.51% 78 0 0.0% Q2 2026 Jul 20, 2026
Perigon Wealth Management, LLC History No change 1,002,180 41,339 0.65% 0.65% 79 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 975,380 40,127 1.3% 1.3% 80 0 0.0% Q2 2026 Aug 12, 2026
Wealthquest Corp History No change 969,967 40,011 2.52% 2.52% 81 0 0.0% Q2 2026 Jul 23, 2026
EARNED WEALTH ADVISORS, LLC History No change 969,277 39,982 2.58% 2.58% 82 0 0.0% Q2 2026 Aug 14, 2026
Prudent Man Investment Management, Inc. History No change 1,040,170 39,640 13.52% 13.52% 83 0 0.0% Q2 2026 Jul 28, 2026
SC&H Financial Advisors, Inc. History No change 952,732 39,300 5.21% 5.21% 84 0 0.0% Q2 2026 Aug 04, 2026
Crusonia Wealth Advisors LLC History No change 950,528 39,209 6.44% 6.44% 85 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 919,814 37,942 0.08% 0.08% 86 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 919,539 37,930 1.17% 1.17% 87 0 0.0% Q2 2026 Aug 07, 2026
Consilium Wealth Advisory, LLC History No change 894,894 36,914 10.96% 10.96% 88 0 0.0% Q2 2026 Aug 10, 2026
Monument Group Wealth Advisors, LLC History No change 860,976 35,515 17.05% 17.05% 89 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 837,560 34,549 2.78% 2.78% 90 0 0.0% Q2 2026 Jul 14, 2026
Financial Alternatives, Inc History No change 836,269 34,496 17.0% 17.0% 91 0 0.0% Q2 2026 Aug 10, 2026
IMA Advisory Services, Inc. History No change 830,927 34,275 2.14% 2.14% 92 0 0.0% Q2 2026 Aug 10, 2026
Trinity Financial Advisors LLC History Reduced 822,587 34,079 8.77% 8.73% 93 -1,139 -0.14% Q3 2026 Oct 08, 2026
Valued Wealth Advisors LLC History No change 813,233 33,545 12.19% 12.19% 94 0 0.0% Q2 2026 Jul 20, 2026
Joseph Group Capital Management History No change 785,542 32,403 6.81% 6.81% 95 0 0.0% Q2 2026 Aug 06, 2026
Amicus Financial Advisors, LLC History No change 784,617 32,365 7.95% 7.95% 96 0 0.0% Q2 2026 Jul 20, 2026
Kure Advisory, LLC History Added to 779,406 32,290 14.92% 15.0% 97 +11,994 1.56% Q3 2026 Oct 08, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 779,443 32,152 12.83% 12.83% 98 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 772,680 31,873 3.81% 3.81% 99 0 0.0% Q2 2026 Jul 20, 2026
Plancorp, LLC History No change 768,347 31,686 0.77% 0.77% 100 0 0.0% Q2 2026 Jul 14, 2026
Betterment LLC History No change 767,154 31,645 0.05% 0.05% 101 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 755,888 31,180 3.53% 3.53% 102 0 0.0% Q2 2026 Jul 10, 2026
Financial Engines Advisors L.L.C. History No change 747,913 30,851 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 14, 2026
Curated Wealth Partners LLC History No change 735,149 30,324 3.51% 3.51% 104 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 766,553 29,871 0.49% 0.49% 105 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 723,928 29,862 0.14% 0.14% 106 0 0.0% Q2 2026 Aug 03, 2026
Fonville Wealth Management LLC History No change 722,448 29,800 4.87% 4.87% 107 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 721,193 29,749 0.05% 0.05% 108 0 0.0% Q2 2026 Aug 13, 2026
Forum Private Client Group LLC History No change 702,969 28,997 8.63% 8.63% 109 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 700,099 28,879 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 693,095 28,590 0.12% 0.12% 111 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 686,795 28,330 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 680,856 27,976 5.18% 5.18% 113 0 0.0% Q2 2026 Aug 05, 2026
Evanson Financial, LLC History No change 664,575 27,413 1.34% 1.34% 114 0 0.0% Q2 2026 Jul 07, 2026
Chicago Partners Investment Group LLC History No change 665,070 27,374 0.55% 0.55% 115 0 0.0% Q2 2026 Jul 29, 2026
Advisory Alpha, LLC History No change 648,270 26,741 0.66% 0.66% 116 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 645,345 26,620 0.09% 0.09% 117 0 0.0% Q2 2026 Jul 28, 2026
Highland Investment Advisors LLC History No change 634,474 26,172 11.41% 11.41% 118 0 0.0% Q2 2026 Aug 13, 2026
BROGAN FINANCIAL, INC. History No change 632,309 26,082 10.45% 10.45% 119 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 627,900 25,900 0.14% 0.14% 120 0 0.0% Q2 2026 Jul 24, 2026
Heritage Wealth Management, Inc./Texas History No change 621,176 25,623 9.86% 9.86% 121 0 0.0% Q2 2026 Aug 10, 2026
Stonehearth Capital Management, LLC History No change 612,525 25,266 8.62% 8.62% 122 0 0.0% Q2 2026 Jul 07, 2026
STIFEL FINANCIAL CORP History No change 610,714 25,191 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 12, 2026
TCP Asset Management, LLC History No change 606,362 25,012 2.84% 2.84% 124 0 0.0% Q2 2026 Jul 15, 2026
Berger Financial Group, Inc History No change 596,873 24,621 1.26% 1.26% 125 0 0.0% Q2 2026 Aug 04, 2026
Allodium Investment Consultants, LLC History No change 595,340 24,557 10.43% 10.43% 126 0 0.0% Q2 2026 Jul 14, 2026
Austin Wealth Management, LLC History No change 591,035 24,439 5.16% 5.16% 127 0 0.0% Q2 2026 Jul 22, 2026
Spectrum Investment Advisors, Inc. History No change 580,123 23,930 9.78% 9.78% 128 0 0.0% Q2 2026 Jul 30, 2026
Allegiance Financial Group Advisory Services LLC History No change 576,374 23,775 4.12% 4.12% 129 0 0.0% Q2 2026 Jul 27, 2026
BWM Planning, LLC History No change 568,312 23,442 5.44% 5.44% 130 0 0.0% Q2 2026 Jul 23, 2026
Parkshore Wealth Management, Inc. History No change 558,989 23,058 6.62% 6.62% 131 0 0.0% Q2 2026 Aug 07, 2026
Next Level Wealth Planning, LLC History No change 554,859 22,887 10.08% 10.08% 132 0 0.0% Q2 2026 Jul 30, 2026
TRUIST FINANCIAL CORP History No change 552,675 22,797 0.03% 0.03% 133 0 0.0% Q2 2026 Jul 28, 2026
AWM CAPITAL, LLC History No change 546,212 22,531 1.8% 1.8% 134 0 0.0% Q2 2026 Jul 31, 2026
LEGACY FINANCIAL GROUP, INC. History No change 542,946 22,396 5.23% 5.23% 135 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Advisor Solutions LLC History No change 513,424 21,178 0.6% 0.6% 136 0 0.0% Q2 2026 Jul 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 513,267 21,172 0.05% 0.05% 137 0 0.0% Q2 2026 Jul 27, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 506,835 20,906 4.14% 4.14% 138 0 0.0% Q2 2026 Jul 17, 2026
Essential Planning, LLC. History No change 485,639 20,032 5.66% 5.66% 139 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 478,293 19,882 0.33% 0.33% 140 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 478,293 19,882 0.33% 0.33% 141 0 0.0% Q2 2026 Jul 29, 2026
CPA Asset Management Group, LLC History No change 477,119 19,681 5.67% 5.67% 142 0 0.0% Q2 2026 Jul 09, 2026
Waverly Advisors, LLC History No change 472,494 19,490 0.11% 0.11% 143 0 0.0% Q2 2026 Aug 14, 2026
Veracity Capital LLC History Added to 468,636 19,415 5.22% 4.96% 144 +23,614 5.31% Q3 2026 Oct 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 462,789 19,090 1.97% 1.97% 145 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Management Group, LLC History No change 462,505 19,078 4.43% 4.43% 146 0 0.0% Q2 2026 Jul 27, 2026
Note Advisors, LLC History No change 462,050 19,059 8.27% 8.27% 147 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 459,493 18,954 5.55% 5.55% 148 0 0.0% Q2 2026 Jul 20, 2026
CURIO WEALTH, LLC History No change 459,122 18,938 5.88% 5.88% 149 0 0.0% Q2 2026 Aug 07, 2026
Jacobi Capital Management LLC History No change 444,995 18,356 0.9% 0.9% 150 0 0.0% Q2 2026 Jul 31, 2026
Advantage Trust Co History No change 442,318 18,245 6.42% 6.42% 151 0 0.0% Q2 2026 Jul 17, 2026
CVA Family Office, LLC History No change 437,588 18,050 1.63% 1.63% 152 0 0.0% Q2 2026 Aug 07, 2026
Colorado Capital Management, Inc. History No change 423,682 17,477 5.96% 5.96% 153 0 0.0% Q2 2026 Jul 08, 2026
CAPTRUST FINANCIAL ADVISORS History No change 417,786 17,233 0.03% 0.03% 154 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 413,724 17,066 0.71% 0.71% 155 0 0.0% Q2 2026 Aug 06, 2026
Quantum Financial Advisors, LLC History No change 412,249 17,005 1.68% 1.68% 156 0 0.0% Q2 2026 Jul 08, 2026
Oak Wealth Advisors LLC History No change 411,081 16,957 8.13% 8.13% 157 0 0.0% Q2 2026 Jul 22, 2026
OKABENA INVESTMENT SERVICES INC History No change 410,787 16,944 3.03% 3.03% 158 0 0.0% Q2 2026 Aug 04, 2026
DeLarme Wealth Management, Inc. History No change 410,223 16,921 9.81% 9.81% 159 0 0.0% Q2 2026 Aug 10, 2026
Arcadia Wealth Management, Inc. History No change 404,847 16,699 7.97% 7.97% 160 0 0.0% Q2 2026 Aug 11, 2026
Midwest Heritage Bank, FSB History No change 404,616 16,690 4.73% 4.73% 161 0 0.0% Q2 2026 Jul 28, 2026
Well Done, LLC History No change 400,918 16,537 2.22% 2.22% 162 0 0.0% Q2 2026 Jul 24, 2026
Envision Financial Planning, LLC History No change 399,885 16,495 5.37% 5.37% 163 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 396,464 16,354 1.82% 1.82% 164 0 0.0% Q2 2026 Jul 29, 2026
Diversified Portfolios, Inc. History No change 390,913 16,125 1.17% 1.17% 165 0 0.0% Q2 2026 Aug 04, 2026
Charter Capital Management, LLC\DE History No change 388,869 16,040 7.1% 7.1% 166 0 0.0% Q2 2026 Jul 24, 2026
tru Independence LLC History No change 387,793 15,996 7.0% 7.0% 167 0 0.0% Q2 2026 Aug 10, 2026
AlphaStar Capital Management, LLC History No change 386,808 15,955 1.01% 1.01% 168 0 0.0% Q2 2026 Jul 30, 2026
My Personal CFO, LLC History No change 386,579 15,946 6.22% 6.22% 169 0 0.0% Q2 2026 Jul 21, 2026
Optimus Capital Advisors, LLC History No change 385,514 15,902 8.54% 8.54% 170 0 0.0% Q2 2026 Jul 16, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 383,247 15,877 9.09% 8.9% 171 +13,547 3.66% Q3 2026 Oct 08, 2026
Sterling Wealth Advisors Inc History No change 380,607 15,700 8.53% 8.53% 172 0 0.0% Q2 2026 Jul 23, 2026
Vermillion & White Wealth Management Group, LLC History No change 379,208 15,695 7.94% 7.94% 173 0 0.0% Q2 2026 Aug 18, 2026
Morling Financial Advisors, LLC History No change 375,773 15,500 4.31% 4.31% 174 0 0.0% Q2 2026 Aug 06, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 375,041 15,470 2.95% 2.95% 175 0 0.0% Q2 2026 Aug 07, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 374,090 15,431 1.27% 1.27% 176 0 0.0% Q2 2026 Aug 14, 2026
D.B. Root & Company, LLC History No change 368,524 15,201 3.23% 3.23% 177 0 0.0% Q2 2026 Aug 13, 2026
Mendota Financial Group, LLC History Reduced 365,999 15,163 9.4% 9.57% 178 -8,199 -2.19% Q3 2026 Oct 07, 2026
Concurrent Investment Advisors, LLC History No change 367,111 15,143 0.13% 0.13% 179 0 0.0% Q2 2026 Jul 27, 2026
Graver Capital Management, LLC History No change 365,591 15,080 10.74% 10.74% 180 0 0.0% Q2 2026 Aug 07, 2026
Archvest Wealth Advisors, Inc. History No change 362,454 14,951 8.65% 8.65% 181 0 0.0% Q2 2026 Jul 27, 2026
PINNACLE ASSOCIATES LTD History No change 357,831 14,760 0.16% 0.16% 182 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 357,531 14,748 0.88% 0.88% 183 0 0.0% Q2 2026 Aug 05, 2026
CWS Financial Advisors, LLC History No change 357,002 14,726 3.27% 3.27% 184 0 0.0% Q2 2026 Jul 30, 2026
DWR WEALTH MANAGEMENT, LLC History No change 357,606 14,711 11.01% 11.01% 185 0 0.0% Q2 2026 Jul 07, 2026
American Capital Advisory, LLC History No change 355,694 14,672 5.34% 5.34% 186 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 353,529 14,583 3.42% 3.42% 187 0 0.0% Q2 2026 Jul 15, 2026
Modera Wealth Management, LLC History No change 352,811 14,553 0.16% 0.16% 188 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 351,829 14,512 0.09% 0.09% 189 0 0.0% Q2 2026 Aug 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 368,908 14,376 1.8% 1.8% 190 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 342,928 14,145 0.09% 0.09% 191 0 0.0% Q2 2026 Aug 10, 2026
Birchcreek Wealth Management, LLC History No change 340,796 14,057 5.48% 5.48% 192 0 0.0% Q2 2026 Aug 06, 2026
Main Street Financial Solutions, LLC History No change 337,901 13,938 0.89% 0.89% 193 0 0.0% Q2 2026 Aug 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 337,743 13,931 0.78% 0.78% 194 0 0.0% Q2 2026 Aug 14, 2026
Fermata Advisors, LLC History No change 334,737 13,807 2.79% 2.79% 195 0 0.0% Q2 2026 Jul 07, 2026
Guardian Wealth Management, LLC History No change 334,641 13,803 3.87% 3.87% 196 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 327,969 13,528 0.22% 0.22% 197 0 0.0% Q2 2026 Jul 28, 2026
Thayer Financial, L.L.C. History No change 323,246 13,333 12.12% 12.12% 198 0 0.0% Q2 2026 Jul 08, 2026
ENTREWEALTH, LLC History No change 308,216 13,200 4.89% 4.89% 199 0 0.0% Q2 2026 Aug 13, 2026
Spectrum Advisors, Inc. History No change 316,830 13,069 9.24% 9.24% 200 0 0.0% Q2 2026 Oct 07, 2026
Forza Wealth Management, LLC History No change 314,766 12,984 3.98% 3.98% 201 0 0.0% Q2 2026 Jul 17, 2026
Florida Trust Wealth Management Co History No change 314,708 12,981 0.32% 0.32% 202 0 0.0% Q2 2026 Jul 27, 2026
Beckerman Institutional, LLC History No change 313,991 12,952 6.16% 6.16% 203 0 0.0% Q2 2026 Aug 11, 2026
Jacobsen Capital Management History No change 313,383 12,927 3.78% 3.78% 204 0 0.0% Q2 2026 Jul 29, 2026
Tortoise Investment Management, LLC History No change 310,076 12,790 0.95% 0.95% 205 0 0.0% Q2 2026 Aug 07, 2026
CLARIS ADVISORS, LLC / MO / History No change 309,638 12,772 3.33% 3.33% 206 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 307,567 12,683 1.29% 1.29% 207 0 0.0% Q2 2026 Aug 13, 2026
GEM Asset Management, LLC History No change 307,018 12,664 4.99% 4.99% 208 0 0.0% Q2 2026 Jul 21, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 303,800 12,531 4.47% 4.47% 209 0 0.0% Q2 2026 Aug 07, 2026
Platform Wealth Management, LLC History No change 295,064 12,171 4.45% 4.45% 210 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 293,578 12,110 0.23% 0.23% 211 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 287,923 11,876 1.57% 1.57% 212 0 0.0% Q2 2026 Jul 13, 2026
Ledgewood Wealth Advisors, LLC History Reduced 286,133 11,854 6.53% 6.33% 213 -3,016 -1.04% Q3 2026 Oct 08, 2026
Fort Henry Capital, LLC History No change 287,287 11,850 6.53% 6.53% 214 0 0.0% Q2 2026 Jul 15, 2026
Argo Wealth Advisory, LLC History No change 285,328 11,769 6.49% 6.49% 215 0 0.0% Q2 2026 Aug 07, 2026
Coyle Financial Counsel LLC History No change 284,051 11,717 2.14% 2.14% 216 0 0.0% Q2 2026 Aug 07, 2026
CFS Investment Advisory Services, LLC History No change 280,164 11,649 0.78% 0.78% 217 0 0.0% Q2 2026 Jul 16, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 282,045 11,634 1.99% 1.99% 218 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 275,400 11,360 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 14, 2026
VESTOR CAPITAL, LLC History No change 41,682 11,335 0.71% 0.71% 220 0 0.0% Q2 2026 Jul 28, 2026
Two West Capital Advisors LLC History No change 275,631 11,311 5.62% 5.62% 221 0 0.0% Q2 2026 Jul 22, 2026
B&D White Capital Company, LLC History No change 273,656 11,288 1.12% 1.12% 222 0 0.0% Q2 2026 Jul 31, 2026
Great Diamond Partners, LLC History No change 272,400 11,236 1.93% 1.93% 223 0 0.0% Q2 2026 Jul 17, 2026
Bay Harbor Wealth Management, LLC History No change 271,071 11,181 2.58% 2.58% 224 0 0.0% Q2 2026 Jul 28, 2026
Shira Ridge Wealth Management History Added to 269,654 11,171 3.88% 3.77% 225 +7,537 2.88% Q3 2026 Oct 08, 2026
SIMA Wealth Partners, LLC History No change 264,669 10,917 7.74% 7.74% 226 0 0.0% Q2 2026 Jul 28, 2026
Trailhead Planners LLC History No change 264,365 10,905 10.54% 10.54% 227 0 0.0% Q2 2026 Aug 06, 2026
Aspen Wealth Management LLC History No change 260,807 10,758 1.83% 1.83% 228 0 0.0% Q2 2026 Jul 31, 2026
Arkadios Wealth Advisors History No change 258,044 10,644 0.16% 0.16% 229 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 253,552 10,504 0.07% 0.07% 230 +39,805 18.62% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 247,275 10,200 0.27% 0.27% 231 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 244,560 10,088 1.19% 1.19% 232 0 0.0% Q2 2026 Jul 22, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 240,360 9,914 5.19% 5.19% 233 0 0.0% Q2 2026 Jul 20, 2026
Lionshead Wealth Management, LLC History No change 238,031 9,818 6.37% 6.37% 234 0 0.0% Q2 2026 Jul 28, 2026
Werba Rubin Papier Wealth Management History No change 237,423 9,793 1.19% 1.19% 235 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 235,881 9,730 0.21% 0.21% 236 0 0.0% Q2 2026 Aug 03, 2026
SUTTON PLACE INVESTORS LLC History No change 235,084 9,697 4.7% 4.7% 237 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 231,158 9,535 2.97% 2.97% 238 0 0.0% Q2 2026 Jul 30, 2026
Colony Family Offices, LLC History No change 229,808 9,479 2.08% 2.08% 239 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 228,590 9,429 1.24% 1.24% 240 0 0.0% Q2 2026 Aug 11, 2026
HB Wealth Management, LLC History No change 226,016 9,323 0.05% 0.05% 241 0 0.0% Q2 2026 Jul 29, 2026
JPL Wealth Management, LLC History No change 225,601 9,306 1.85% 1.85% 242 0 0.0% Q2 2026 Aug 13, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 225,575 9,304 6.56% 6.56% 243 0 0.0% Q2 2026 Aug 10, 2026
Indivisible Partners History No change 225,079 9,284 0.52% 0.52% 244 0 0.0% Q2 2026 Aug 04, 2026
SpringVest Wealth Management LLC History No change 223,646 9,225 5.8% 5.8% 245 0 0.0% Q2 2026 Jul 22, 2026
Prodigy Asset Management LLC History No change 221,412 9,133 2.75% 2.75% 246 0 0.0% Q2 2026 Jul 07, 2026
BANK OF MONTREAL /CAN/ History No change 221,242 9,126 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
Security Financial Services, INC. History No change 221,148 9,122 1.27% 1.27% 248 0 0.0% Q2 2026 Jul 15, 2026
180 WEALTH ADVISORS, LLC History No change 217,332 8,964 0.9% 0.9% 249 0 0.0% Q2 2026 Jul 07, 2026
ArborFi Advisors, LLC History No change 214,319 8,840 6.41% 6.41% 250 0 0.0% Q2 2026 Aug 06, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 213,977 8,826 2.83% 2.83% 251 0 0.0% Q2 2026 Jul 17, 2026
Tillman Hartley LLC History No change 211,688 8,732 1.96% 1.96% 252 0 0.0% Q2 2026 Aug 06, 2026
Live Oak Private Wealth LLC History No change 208,210 8,588 1.07% 1.07% 253 0 0.0% Q2 2026 Jul 20, 2026
ENTRUST FINANCIAL LLC History No change 207,750 8,569 5.56% 5.56% 254 0 0.0% Q2 2026 Jul 20, 2026
Premier Path Wealth Partners, LLC History No change 204,859 8,450 0.97% 0.97% 255 0 0.0% Q2 2026 Jul 21, 2026
Aegis Wealth Management LLC History No change 204,026 8,416 3.96% 3.96% 256 0 0.0% Q2 2026 Aug 07, 2026
Clarity Capital Advisors, LLC History No change 201,551 8,313 3.48% 3.48% 257 0 0.0% Q2 2026 Jul 13, 2026
Parkwoods Wealth Partners, LLC History No change 200,565 8,273 1.33% 1.33% 258 0 0.0% Q2 2026 Jul 27, 2026
BAKER BOYER NATIONAL BANK History No change 196,591 8,109 2.23% 2.23% 259 0 0.0% Q2 2026 Jul 27, 2026
TCI Wealth Advisors, Inc. History No change 196,365 8,100 0.35% 0.35% 260 0 0.0% Q2 2026 Jul 29, 2026
United Advisor Group, LLC History No change 195,544 8,066 0.85% 0.85% 261 0 0.0% Q2 2026 Jul 29, 2026
Mustard Seed Financial, LLC History No change 189,441 7,814 4.06% 4.06% 262 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 189,384 7,812 0.13% 0.13% 263 0 0.0% Q2 2026 Jul 31, 2026
GeoWealth Management, LLC History No change 188,696 7,783 0.24% 0.24% 264 0 0.0% Q2 2026 Jul 30, 2026
FLOW TRADERS U.S. LLC History No change 183,561 7,572 0.31% 0.31% 265 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 182,852 7,542 0.2% 0.2% 266 0 0.0% Q2 2026 Jul 07, 2026
Integrity Investment Advisors, LLC History No change 181,854 7,501 3.26% 3.26% 267 0 0.0% Q2 2026 Jul 21, 2026
KEB ASSET MANAGEMENT, LLC History No change 180,153 7,431 1.2% 1.2% 268 0 0.0% Q2 2026 Jul 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 179,826 7,417 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
FourThought Financial Partners, LLC History No change 178,735 7,372 0.57% 0.57% 270 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 178,250 7,352 0.15% 0.15% 271 0 0.0% Q2 2026 Aug 05, 2026
Hurlow Wealth Management Group, Inc. History No change 176,854 7,295 1.52% 1.52% 272 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 176,279 7,271 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 176,053 7,262 0.11% 0.11% 274 0 0.0% Q2 2026 Jul 15, 2026
WEALTHSPAN PARTNERS, LLC History No change 175,753 7,249 2.28% 2.28% 275 0 0.0% Q2 2026 Aug 06, 2026
R. W. Roge & Company, Inc. History No change 173,755 7,167 3.0% 3.0% 276 0 0.0% Q2 2026 Jul 31, 2026
FinDec Wealth Services, Inc. History No change 173,603 7,161 8.46% 8.46% 277 0 0.0% Q2 2026 Aug 06, 2026
North Capital, Inc. History No change 173,349 7,150 5.4% 5.4% 278 0 0.0% Q2 2026 Jul 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 171,071 7,056 0.56% 0.56% 279 0 0.0% Q2 2026 Aug 06, 2026
Baring Financial LLC History Added to 169,779 7,033 3.76% 3.81% 280 +2,137 1.27% Q3 2026 Oct 07, 2026
Lynx Investment Advisory History No change 170,009 7,012 2.3% 2.3% 281 0 0.0% Q2 2026 Jul 27, 2026
1900 WEALTH MANAGEMENT LLC History No change 167,515 6,909 0.38% 0.38% 282 0 0.0% Q2 2026 Aug 04, 2026
First Financial Group Corp History No change 166,692 6,876 4.97% 4.97% 283 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 166,932 6,867 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 162,885 6,718 0.14% 0.14% 285 0 0.0% Q2 2026 Aug 14, 2026
Elser Financial Planning, Inc History No change 162,277 6,693 0.29% 0.29% 286 0 0.0% Q2 2026 Jul 14, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 158,894 6,554 5.36% 5.36% 287 0 0.0% Q2 2026 Jul 21, 2026
SeedSafe Financial LLC History No change 158,679 6,545 4.71% 4.71% 288 0 0.0% Q2 2026 Aug 12, 2026
Johnson Wealth Management, LLC History No change 157,683 6,504 2.76% 2.76% 289 0 0.0% Q2 2026 Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 156,706 6,464 0.66% 0.66% 290 0 0.0% Q2 2026 Jul 16, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 155,530 6,443 0.92% 0.91% 291 +1,262 0.82% Q3 2026 Oct 08, 2026
Strategic Wealth Advisors LLC History No change 165,561 6,309 5.4% 5.4% 292 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Wealth, LLC History No change 151,996 6,269 0.06% 0.06% 293 0 0.0% Q2 2026 Aug 10, 2026
Quad-Cities Investment Group, LLC History No change 151,283 6,240 2.24% 2.24% 294 0 0.0% Q2 2026 Jul 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 149,955 6,185 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 14, 2026
Newman Dignan & Sheerar, Inc. History No change 149,876 6,182 1.18% 1.18% 296 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Capital Group History Added to 146,411 6,065 0.72% 0.68% 297 +9,933 7.28% Q3 2026 Oct 08, 2026
COWA, LLC History No change 145,476 6,000 1.51% 1.51% 298 0 0.0% Q2 2026 Aug 05, 2026
City State Bank History No change 144,938 5,978 1.37% 1.37% 299 0 0.0% Q2 2026 Jul 14, 2026
Oceanside Advisors LLC History No change 144,233 5,949 3.0% 3.0% 300 0 0.0% Q2 2026 Jul 27, 2026
3 FACTOR INDEXING, LLC History No change 142,494 5,877 4.97% 4.97% 301 0 0.0% Q2 2026 Jul 08, 2026
Mutual Advisors, LLC History No change 142,123 5,862 0.11% 0.11% 302 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 141,428 5,833 0.27% 0.27% 303 0 0.0% Q2 2026 Jul 23, 2026
Dodds Wealth, LLC History No change 140,970 5,815 1.31% 1.31% 304 0 0.0% Q2 2026 Aug 06, 2026
ALKEME WEALTH, LLC History No change 135,404 5,609 2.11% 2.14% 305 0 0.0% Q3 2026 Oct 07, 2026
Capstone Wealth Management, Inc. History No change 136,409 5,609 4.21% 4.21% 306 0 0.0% Q2 2026 Aug 13, 2026
OPTIMA CAPITAL LLC History No change 133,650 5,513 2.18% 2.18% 307 0 0.0% Q2 2026 Jul 24, 2026
RBF Capital, LLC History No change 130,000 5,362 0.22% 0.22% 308 0 0.0% Q2 2026 Aug 14, 2026
Cascade Wealth Advisors, Inc History No change 123,050 5,329 2.14% 2.14% 309 0 0.0% Q2 2026 Aug 10, 2026
Syverson Strege & Co History No change 129,124 5,326 1.16% 1.16% 310 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 128,886 5,316 0.27% 0.27% 311 0 0.0% Q2 2026 Jul 16, 2026
Weinberger Asset Management, Inc History No change 125,152 5,268 1.69% 1.69% 312 0 0.0% Q2 2026 Aug 05, 2026
FMB WEALTH MANAGEMENT History No change 126,843 5,232 1.92% 1.92% 313 0 0.0% Q2 2026 Jul 27, 2026
Valeo Financial Advisors, LLC History Added to 124,043 5,139 0.11% 0.08% 314 +32,759 35.89% Q3 2026 Oct 08, 2026
Advisory Services Network, LLC History No change 123,711 5,103 0.06% 0.06% 315 0 0.0% Q2 2026 Aug 12, 2026
Sollinda Capital Management LLC History No change 121,942 5,030 1.07% 1.07% 316 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 121,476 5,010 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 13, 2026
Forefront Wealth Partners, LLC History No change 120,122 4,955 1.54% 1.54% 318 0 0.0% Q2 2026 Aug 20, 2026
Redwood Park Advisors LLC History No change 118,524 4,889 3.21% 3.21% 319 0 0.0% Q2 2026 Aug 11, 2026
DHJJ Financial Advisors, Ltd. History No change 116,080 4,788 1.38% 1.38% 320 0 0.0% Q2 2026 Jul 24, 2026
MORGAN STANLEY History No change 115,347 4,758 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 115,235 4,754 0.77% 0.77% 322 0 0.0% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History No change 115,250 4,754 0.19% 0.19% 323 0 0.0% Q2 2026 Aug 14, 2026
Woodward Financial Advisors, Inc. History No change 113,429 4,678 1.56% 1.56% 324 0 0.0% Q2 2026 Aug 14, 2026
Mach-1 Financial Group, LLC History No change 113,134 4,666 1.81% 1.81% 325 0 0.0% Q2 2026 Jul 29, 2026
J HAGAN CAPITAL, INC. History No change 112,869 4,655 2.16% 2.16% 326 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Group, LLC / IL History No change 112,439 4,638 1.13% 1.13% 327 0 0.0% Q2 2026 Jul 30, 2026
Saxony Capital Management, LLC History No change 112,217 4,628 2.12% 2.12% 328 0 0.0% Q2 2026 Jul 15, 2026
DBK Financial Counsel, LLC History No change 111,595 4,603 3.86% 3.86% 329 0 0.0% Q2 2026 Jul 21, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 111,562 4,600 1.26% 1.26% 330 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 110,428 4,555 0.03% 0.03% 331 0 0.0% Q2 2026 Sep 08, 2026
Cloud Capital Management, LLC History No change 110,423 4,554 1.66% 1.66% 332 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 109,068 4,499 0.56% 0.56% 333 0 0.0% Q2 2026 Jul 14, 2026
CLG LLC History No change 108,835 4,489 0.99% 0.99% 334 0 0.0% Q2 2026 Jul 16, 2026
APS Management Group, Inc. History No change 108,543 4,477 3.44% 3.44% 335 0 0.0% Q2 2026 Jul 10, 2026
Kilner Capital Advisors, LLC History No change 104,309 4,376 3.75% 3.75% 336 0 0.0% Q2 2026 Jul 13, 2026
Capstone Wealth Management, LLC History No change 105,407 4,348 2.02% 2.02% 337 0 0.0% Q2 2026 Jul 23, 2026
Altiora Financial Group, LLC History No change 105,182 4,338 0.68% 0.68% 338 0 0.0% Q2 2026 Aug 07, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 105,105 4,335 0.43% 0.43% 339 0 0.0% Q2 2026 Aug 13, 2026
Waterfront Wealth Inc. History No change 103,763 4,314 0.67% 0.67% 340 0 0.0% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History No change 104,212 4,298 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 102,177 4,214 1.66% 1.66% 342 0 0.0% Q2 2026 Jul 13, 2026
Warburton Capital Management, LLC History No change 101,006 4,166 1.69% 1.69% 343 0 0.0% Q2 2026 Jul 31, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 100,839 4,159 1.34% 1.34% 344 0 0.0% Q2 2026 Jul 15, 2026
SMI Advisory Services, LLC History No change 99,064 4,156 0.67% 0.67% 345 0 0.0% Q2 2026 Jul 09, 2026
Ares Financial Consulting, LLC History No change 100,765 4,156 2.98% 2.98% 346 0 0.0% Q2 2026 Jul 09, 2026
Medallion Wealth Advisors, LLC History No change 99,030 4,085 1.29% 1.29% 347 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 98,039 4,044 0.3% 0.3% 348 0 0.0% Q2 2026 Jul 06, 2026
Benson Investment Management Company, Inc. History No change 96,470 3,979 21.18% 21.18% 349 0 0.0% Q2 2026 Jul 14, 2026
COMMERCE BANK History No change 95,986 3,959 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 95,952 3,958 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 20, 2026
Timonier Family Office, LTD. History No change 94,362 3,892 1.1% 1.1% 352 0 0.0% Q2 2026 Aug 03, 2026
TENET WEALTH PARTNERS, LLC History No change 93,061 3,868 2.88% 2.88% 353 0 0.0% Q2 2026 Aug 07, 2026
Plan Group Financial, LLC History No change 93,471 3,855 0.79% 0.79% 354 0 0.0% Q2 2026 Aug 03, 2026
Approach Retirement Advisors, LLC History No change 93,290 3,848 2.79% 2.79% 355 0 0.0% Q2 2026 Jul 15, 2026
Versant Capital Management, Inc History Reduced 92,860 3,847 0.33% 0.37% 356 -7,062 -7.07% Q3 2026 Oct 01, 2026
Walleye Partners, LLC History No change 92,967 3,834 4.37% 4.37% 357 0 0.0% Q2 2026 Jul 24, 2026
PLANWISER FINANCIAL, LLC History No change 92,813 3,828 2.66% 2.66% 358 0 0.0% Q2 2026 Aug 07, 2026
Axis Wealth Partners, LLC History No change 90,664 3,739 1.79% 1.79% 359 0 0.0% Q2 2026 Jul 28, 2026
LaSalle St. Investment Advisors, LLC History No change 90,093 3,716 0.45% 0.45% 360 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 88,999 3,671 0.28% 0.28% 361 0 0.0% Q2 2026 Aug 14, 2026
Financial Symmetry Inc History Reduced 87,906 3,641 1.16% 1.21% 362 -188 -0.21% Q3 2026 Oct 06, 2026
Larry Mathis Financial Planning, LLC History No change 87,274 3,599 2.74% 2.74% 363 0 0.0% Q2 2026 Jul 24, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 87,042 3,590 2.15% 2.15% 364 0 0.0% Q2 2026 Jul 29, 2026
Compass Financial Group, INC/SD History No change 86,688 3,575 0.41% 0.41% 365 0 0.0% Q2 2026 Aug 04, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 86,092 3,551 1.06% 1.06% 366 0 0.0% Q2 2026 Aug 04, 2026
Vantage Point Financial LLC History No change 85,313 3,519 1.07% 1.07% 367 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 85,267 3,517 0.33% 0.33% 368 0 0.0% Q2 2026 Aug 14, 2026
Everest Financial Group LLC History No change 83,572 3,447 0.47% 0.47% 369 0 0.0% Q2 2026 Aug 10, 2026
Olistico Wealth, LLC History Added to 82,867 3,433 1.44% 1.4% 370 +3,464 4.36% Q3 2026 Oct 05, 2026
CreativeOne Wealth, LLC History No change 82,918 3,420 0.07% 0.07% 371 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 82,707 3,411 0.06% 0.06% 372 0 0.0% Q2 2026 Jul 20, 2026
SEMITAM BONAM LLC History No change 80,257 3,310 2.43% 2.43% 373 0 0.0% Q2 2026 Jul 24, 2026
Integrity Wealth Solutions LLC History No change 79,347 3,273 1.21% 1.21% 374 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Advisory Services, LLC History No change 78,948 3,256 0.2% 0.2% 375 0 0.0% Q2 2026 Jul 23, 2026
Invst, LLC History No change 77,558 3,199 0.31% 0.31% 376 0 0.0% Q2 2026 Aug 14, 2026
ERn Financial, LLC History No change 76,316 3,148 0.52% 0.52% 377 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Solutions, Inc. /IL History No change 75,432 3,111 0.71% 0.71% 378 0 0.0% Q2 2026 Jul 08, 2026
Sanchez Levi Garrett History No change 75,441 3,111 1.69% 1.69% 379 0 0.0% Q2 2026 Aug 14, 2026
POINCIANA ADVISORS GROUP, LLC History No change 69,909 3,102 2.3% 2.3% 380 0 0.0% Q2 2026 Jul 28, 2026
Daner Wealth Management, LLC History No change 71,034 3,082 1.67% 1.67% 381 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 74,641 3,078 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 20, 2026
Shearwater Capital LLC History No change 74,469 3,071 1.47% 1.47% 383 0 0.0% Q2 2026 Jul 08, 2026
55 North Private Wealth, LLC History No change 74,458 3,071 0.6% 0.6% 384 0 0.0% Q2 2026 Jul 07, 2026
ARK & TLK INVESTMENTS, LLC History No change 74,268 3,063 0.75% 0.75% 385 0 0.0% Q2 2026 Jul 20, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 73,956 3,050 1.64% 1.64% 386 0 0.0% Q2 2026 Jul 24, 2026
SwitchPoint Financial Planning, LLC History No change 73,777 3,043 1.76% 1.76% 387 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 73,623 3,036 0.17% 0.17% 388 0 0.0% Q2 2026 Aug 11, 2026
Lauterbach Financial Advisors, LLC History No change 73,505 3,032 1.3% 1.3% 389 0 0.0% Q2 2026 Jul 27, 2026
SEI INVESTMENTS CO History No change 73,036 3,012 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
Powerhouse Assets LLC History No change 72,691 2,998 2.44% 2.44% 391 0 0.0% Q2 2026 Jul 23, 2026
Harbor Asset Planning, Inc. History No change 72,498 2,990 2.25% 2.25% 392 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 71,080 2,932 1.04% 1.04% 393 0 0.0% Q2 2026 Jul 23, 2026
Pacific Asset Management, LLC History No change 70,727 2,917 1.43% 1.43% 394 0 0.0% Q2 2026 Jul 27, 2026
QUARRY HILL ADVISORS, LLC History No change 70,216 2,896 1.11% 1.11% 395 0 0.0% Q2 2026 Jul 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 68,848 2,840 0.08% 0.08% 396 0 0.0% Q2 2026 Aug 10, 2026
PCA Investment Advisory Services Inc. History No change 68,684 2,833 0.79% 0.79% 397 0 0.0% Q2 2026 Jul 27, 2026
Capital Analysts, LLC History No change 68,416 2,822 0.07% 0.07% 398 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 67,734 2,794 0.08% 0.08% 399 0 0.0% Q2 2026 Jul 15, 2026
Accurate Wealth Management, LLC History No change 65,749 2,733 0.26% 0.26% 400 0 0.0% Q2 2026 Jul 14, 2026
Rather & Kittrell, Inc. History No change 65,585 2,705 0.38% 0.38% 401 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 65,526 2,702 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 65,149 2,687 0.04% 0.04% 403 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 63,958 2,638 0.13% 0.13% 404 0 0.0% Q2 2026 Jul 28, 2026
Investmark Advisory Group LLC History No change 63,858 2,634 1.0% 1.0% 405 0 0.0% Q2 2026 Aug 07, 2026
Capstone Financial Advisors, Inc. History No change 63,544 2,621 0.13% 0.13% 406 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 62,892 2,594 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 14, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 62,804 2,590 0.56% 0.56% 408 0 0.0% Q2 2026 Aug 11, 2026
Burton Enright Welch History No change 62,583 2,581 0.3% 0.3% 409 0 0.0% Q2 2026 Jul 17, 2026
Concord Wealth Partners History No change 62,234 2,567 0.29% 0.29% 410 0 0.0% Q2 2026 Jul 27, 2026
Magnolia Private Wealth, LLC History No change 62,029 2,558 1.4% 1.4% 411 0 0.0% Q2 2026 Aug 05, 2026
American Investment Services, Inc. History No change 61,801 2,549 0.54% 0.54% 412 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 60,638 2,501 0.19% 0.19% 413 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History No change 60,350 2,489 0.08% 0.08% 414 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 60,169 2,481 0.03% 0.03% 415 0 0.0% Q2 2026 Jul 28, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 59,819 2,467 1.71% 1.71% 416 0 0.0% Q2 2026 Jul 23, 2026
Legacy Capital Wealth Partners, LLC History No change 59,197 2,441 0.47% 0.47% 417 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 58,817 2,426 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 58,482 2,412 0.02% 0.02% 419 0 0.0% Q2 2026 Aug 14, 2026
Wescott Financial Advisory Group, LLC History No change 58,372 2,407 0.19% 0.19% 420 0 0.0% Q2 2026 Aug 04, 2026
Revolve Wealth Partners, LLC History No change 58,048 2,394 0.25% 0.25% 421 0 0.0% Q2 2026 Jul 09, 2026
Rehmann Capital Advisory Group History No change 56,174 2,317 0.11% 0.11% 422 0 0.0% Q2 2026 Aug 20, 2026
Eaton-Cambridge Inc. History No change 55,949 2,307 0.65% 0.65% 423 0 0.0% Q2 2026 Jul 23, 2026
Vestment Financial LLC History No change 54,872 2,270 1.02% 1.02% 424 0 0.0% Q2 2026 Jul 24, 2026
Maridea Wealth Management LLC History No change 54,945 2,266 0.25% 0.25% 425 0 0.0% Q2 2026 Aug 06, 2026
Level Wealth Management LLC History No change 53,756 2,217 0.89% 0.89% 426 0 0.0% Q2 2026 Jul 28, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 53,673 2,214 0.55% 0.55% 427 0 0.0% Q2 2026 Aug 12, 2026
Cypress Point Wealth Management, LLC History No change 53,265 2,197 0.45% 0.45% 428 0 0.0% Q2 2026 Jul 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 53,097 2,190 0.03% 0.03% 429 0 0.0% Q2 2026 Aug 14, 2026
International Private Wealth Advisors LLC History No change 52,567 2,168 1.12% 1.12% 430 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Management, Inc. /CA/ History No change 52,258 2,155 0.82% 0.82% 431 0 0.0% Q2 2026 Jul 22, 2026
CarsonAllaria Wealth Management, Ltd. History No change 51,306 2,116 0.92% 0.92% 432 0 0.0% Q2 2026 Jul 28, 2026
Kane Co Wealth Management, Inc. History No change 51,110 2,108 1.6% 1.6% 433 0 0.0% Q2 2026 Jul 28, 2026
Global Financial Private Client, LLC History No change 50,584 2,086 0.57% 0.57% 434 0 0.0% Q2 2026 Jul 20, 2026
Avidian Wealth Enterprises, LLC History Reduced 49,649 2,056 0.06% 0.06% 435 -409 -0.82% Q3 2026 Oct 08, 2026
Arnold Financial Planning LLC History No change 48,277 1,991 1.48% 1.48% 436 0 0.0% Q2 2026 Jul 13, 2026
Life Planning Partners, Inc History No change 48,146 1,986 1.48% 1.48% 437 0 0.0% Q2 2026 Jul 21, 2026
Woodside Wealth Management LLC History No change 48,153 1,986 1.38% 1.38% 438 0 0.0% Q2 2026 Jul 24, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 47,892 1,975 0.16% 0.16% 439 0 0.0% Q2 2026 Jul 28, 2026
GWN SECURITIES INC. History No change 47,643 1,965 0.33% 0.33% 440 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 47,300 1,951 0.07% 0.07% 441 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 47,119 1,943 0.06% 0.06% 442 0 0.0% Q2 2026 Jul 27, 2026
Wealth Advisors Northwest LLC History No change 46,492 1,917 0.65% 0.65% 443 0 0.0% Q2 2026 Jul 14, 2026
Heritage Investment Group, Inc. History No change 45,982 1,896 0.25% 0.25% 444 0 0.0% Q2 2026 Jul 29, 2026
Acorn Wealth Advisors, LLC History No change 45,953 1,895 0.46% 0.46% 445 0 0.0% Q2 2026 Jul 30, 2026
Madson Wealth Advisors Inc History No change 44,791 1,847 1.26% 1.26% 446 0 0.0% Q2 2026 Jul 21, 2026
Sanctuary Advisors, LLC History No change 44,565 1,838 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 13, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 44,394 1,831 0.29% 0.29% 448 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 44,387 1,815 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 14, 2026
Infinity Wealth Counsel, LLC History No change 42,935 1,771 1.43% 1.43% 450 0 0.0% Q2 2026 Jul 09, 2026
V2 Financial group LLC History No change 42,694 1,761 0.66% 0.66% 451 0 0.0% Q2 2026 Aug 10, 2026
Mesirow Financial Investment Management, Inc. History No change 42,385 1,748 0.03% 0.03% 452 0 0.0% Q2 2026 Jul 22, 2026
Leading Edge Financial Planning LLC History No change 42,332 1,746 0.31% 0.31% 453 0 0.0% Q2 2026 Aug 06, 2026
ELEVATE WEALTH ADVISORY, INC History No change 41,355 1,705 0.97% 0.97% 454 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 40,549 1,672 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 11, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 40,403 1,666 1.06% 1.06% 456 0 0.0% Q2 2026 Jul 31, 2026
HFG Wealth Management, LLC History No change 40,364 1,665 1.67% 1.67% 457 0 0.0% Q2 2026 Aug 12, 2026
Meritas Wealth Management, LLC History No change 40,093 1,653 0.65% 0.65% 458 0 0.0% Q2 2026 Jul 21, 2026
USAdvisors Wealth Management, LLC History No change 39,722 1,638 0.47% 0.47% 459 0 0.0% Q2 2026 Jul 29, 2026
Mraz, Amerine & Associates, Inc. History No change 39,669 1,636 0.23% 0.23% 460 0 0.0% Q2 2026 Jul 16, 2026
Worth Asset Management, LLC History Added to 39,020 1,616 0.47% 0.36% 461 +11,520 41.89% Q3 2026 Oct 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 38,994 1,608 0.03% 0.03% 462 0 0.0% Q2 2026 Aug 10, 2026
J. Derek Lewis & Associates Inc. History No change 38,840 1,602 0.3% 0.3% 463 0 0.0% Q2 2026 Jul 31, 2026
Seneschal Advisors, LLC History No change 37,914 1,563 1.07% 1.07% 464 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 37,395 1,542 0.07% 0.07% 465 0 0.0% Q2 2026 Aug 11, 2026
Forum Financial Management, LP History No change 36,802 1,518 0.02% 0.02% 466 0 0.0% Q2 2026 Jul 23, 2026
Keel Point, LLC History No change 36,315 1,497 0.09% 0.09% 467 0 0.0% Q2 2026 Aug 14, 2026
Galvin, Gaustad & Stein, LLC History Reduced 36,049 1,493 0.11% 0.11% 468 -100 -0.28% Q3 2026 Oct 08, 2026
WMS Group LLC History No change 36,176 1,492 1.92% 1.92% 469 0 0.0% Q2 2026 Jul 23, 2026
Lido Advisors, LLC History No change 35,419 1,461 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 35,425 1,461 0.16% 0.16% 471 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 35,320 1,456 0.79% 0.79% 472 0 0.0% Q2 2026 Aug 13, 2026
Bryant Woods Investment Advisors, LLC History No change 34,538 1,424 0.4% 0.4% 473 0 0.0% Q2 2026 Jul 22, 2026
CSP Financial Group, LLC History No change 34,243 1,412 1.2% 1.2% 474 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 33,910 1,398 0.11% 0.11% 475 0 0.0% Q2 2026 Jul 28, 2026
Strategent Financial, LLC History No change 33,742 1,391 0.8% 0.8% 476 0 0.0% Q2 2026 Aug 03, 2026
Squire Investment Management Company, LLC History No change 33,006 1,361 0.33% 0.33% 477 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 32,900 1,357 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 07, 2026
Pettinga Financial Advisors LLC History No change 32,545 1,342 0.22% 0.22% 479 0 0.0% Q2 2026 Jul 09, 2026
SCRATCH CAPITAL LLC History No change 32,535 1,342 0.67% 0.67% 480 0 0.0% Q2 2026 Jul 30, 2026
Second Half Financial Partners, LLC History No change 32,518 1,341 0.55% 0.55% 481 0 0.0% Q2 2026 Jul 16, 2026
Arcadia Wealth Management, LLC History No change 32,528 1,341 0.42% 0.42% 482 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 32,113 1,324 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 32,038 1,321 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 31,902 1,315 0.13% 0.13% 485 0 0.0% Q2 2026 Sep 02, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 31,629 1,304 0.51% 0.51% 486 0 0.0% Q2 2026 Aug 10, 2026
Abel Hall, LLC History No change 31,522 1,300 0.22% 0.22% 487 0 0.0% Q2 2026 Jul 24, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 31,362 1,299 0.25% 0.26% 488 +1,923 6.53% Q3 2026 Oct 05, 2026
Factor Wealth Management LTD History Reduced 31,166 1,291 0.2% 0.19% 489 -81 -0.26% Q3 2026 Oct 08, 2026
LAM GROUP, INC. History No change 31,255 1,289 0.64% 0.64% 490 0 0.0% Q2 2026 Jul 10, 2026
Williams & Novak Wealth Management, LLC History Added to 31,102 1,288 0.76% 0.66% 491 +6,866 28.33% Q3 2026 Oct 09, 2026
WealthSpring Partners, LLC History No change 30,927 1,275 1.1% 1.1% 492 0 0.0% Q2 2026 Aug 05, 2026
Freedom Day Solutions, LLC History No change 30,640 1,263 0.28% 0.28% 493 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Capital Advisors, Inc History No change 30,535 1,259 0.47% 0.47% 494 0 0.0% Q2 2026 Jul 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 29,630 1,222 0.06% 0.06% 495 0 0.0% Q2 2026 Aug 11, 2026
Crescent Grove Advisors, LLC History No change 29,604 1,221 0.1% 0.1% 496 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 29,583 1,220 0.42% 0.42% 497 0 0.0% Q2 2026 Jul 23, 2026
Balanced Rock Investment Advisors LLC History No change 29,590 1,220 0.76% 0.76% 498 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 29,435 1,214 0.38% 0.38% 499 0 0.0% Q2 2026 Jul 27, 2026
Topsail Wealth Management, LLC History No change 29,409 1,213 0.15% 0.15% 500 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 29,271 1,207 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 05, 2026
VICTORY FINANCIAL GROUP, LLC History No change 29,087 1,199 0.13% 0.13% 502 0 0.0% Q2 2026 Jul 28, 2026
Ballast Rock Private Wealth LLC History No change 28,912 1,192 0.55% 0.55% 503 0 0.0% Q2 2026 Aug 10, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 28,724 1,184 0.55% 0.55% 504 0 0.0% Q2 2026 Jul 17, 2026
Longview Financial Advisors LLC History No change 28,625 1,180 0.58% 0.58% 505 0 0.0% Q2 2026 Jul 14, 2026
Diversified Trust Co History No change 28,331 1,168 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 17, 2026
Pillar Financial Advisors, LLC History No change 28,229 1,164 0.61% 0.61% 507 0 0.0% Q2 2026 Jul 24, 2026
Sterling Wealth Management, Inc. History No change 27,747 1,144 0.28% 0.28% 508 0 0.0% Q2 2026 Jul 30, 2026
GOLDMAN SACHS GROUP INC History No change 27,573 1,137 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 27,442 1,132 0.04% 0.04% 510 0 0.0% Q2 2026 Jul 22, 2026
Arbor Investment Advisors, LLC History No change 27,286 1,125 0.13% 0.13% 511 0 0.0% Q2 2026 Jul 24, 2026
Essex Financial Services, Inc. History No change 27,108 1,118 0.06% 0.06% 512 0 0.0% Q2 2026 Aug 10, 2026
Entelevest, LLC History No change 26,849 1,107 0.95% 0.95% 513 0 0.0% Q2 2026 Jul 22, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 26,206 1,085 0.1% 0.11% 514 -1,285 -4.67% Q3 2026 Oct 08, 2026
AssuredPartners Investment Advisors, LLC History No change 26,238 1,082 0.1% 0.1% 515 0 0.0% Q2 2026 Aug 10, 2026
Broadhurst Jeffrey B History No change 26,150 1,078 2.29% 2.29% 516 0 0.0% Q2 2026 Aug 12, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 25,797 1,064 0.13% 0.13% 517 0 0.0% Q2 2026 Aug 11, 2026
BARRETT & COMPANY, INC. History No change 25,454 1,049 0.29% 0.29% 518 0 0.0% Q2 2026 Jul 24, 2026
Passive Capital Management, LLC. History No change 27,547 1,049 0.33% 0.33% 519 0 0.0% Q2 2026 Aug 10, 2026
Eldridge Investment Advisors, Inc. History No change 25,223 1,040 0.21% 0.21% 520 0 0.0% Q2 2026 Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 24,620 1,015 0.71% 0.71% 521 0 0.0% Q2 2026 Aug 11, 2026
Bienville Capital Management, LLC History No change 24,380 1,005 0.13% 0.13% 522 0 0.0% Q2 2026 Aug 13, 2026
Strathmore Capital Advisors, Inc. History No change 23,993 997 0.27% 0.27% 523 0 0.0% Q2 2026 Aug 10, 2026
Marshall Financial Group, LLC History No change 24,098 994 0.14% 0.14% 524 0 0.0% Q2 2026 Jul 17, 2026
BOS Asset Management, LLC History Added to 23,395 969 0.23% 0.22% 525 +16 0.07% Q3 2026 Oct 09, 2026
BAM Wealth Management, LLC History No change 23,299 961 0.6% 0.6% 526 0 0.0% Q2 2026 Jul 14, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 23,122 957 0.2% 0.2% 527 -197 -0.84% Q3 2026 Oct 05, 2026
Darden Wealth Group Inc History No change 23,170 955 0.38% 0.38% 528 0 0.0% Q2 2026 Aug 06, 2026
JDH Wealth Management, LLC History No change 22,933 945 0.58% 0.58% 529 0 0.0% Q2 2026 Jul 22, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 22,396 923 0.72% 0.72% 530 0 0.0% Q2 2026 Aug 07, 2026
Foundry Financial LLC History No change 22,369 922 0.31% 0.31% 531 0 0.0% Q2 2026 Jul 21, 2026
VISIONARY HORIZONS, LLC History No change 22,310 920 0.38% 0.38% 532 0 0.0% Q2 2026 Jul 16, 2026
VSM Wealth Advisory, LLC History No change 22,069 910 0.24% 0.24% 533 0 0.0% Q2 2026 Jul 22, 2026
Shore Point Advisors, LLC History No change 21,550 888 0.3% 0.3% 534 0 0.0% Q2 2026 Jul 14, 2026
Sensenig Capital Advisors, Inc History No change 21,454 884 0.81% 0.81% 535 0 0.0% Q2 2026 Jul 17, 2026
CAHILL FINANCIAL ADVISORS INC History No change 21,287 878 0.08% 0.08% 536 0 0.0% Q2 2026 Aug 11, 2026
Porter White Investment Advisors, Inc. History No change 20,740 855 0.33% 0.33% 537 0 0.0% Q2 2026 Jul 16, 2026
Triad Wealth Partners, LLC History No change 20,018 846 0.05% 0.05% 538 0 0.0% Q2 2026 Aug 10, 2026
Montis Financial, LLC History No change 20,490 845 0.17% 0.17% 539 0 0.0% Q2 2026 Aug 05, 2026
WMG Financial Advisors, LLC History No change 20,385 840 0.32% 0.32% 540 0 0.0% Q2 2026 Jul 23, 2026
SWF LLC History No change 20,358 839 0.06% 0.06% 541 0 0.0% Q2 2026 Aug 13, 2026
Wealth Architects, LLC History No change 20,282 836 0.07% 0.07% 542 0 0.0% Q2 2026 Jul 23, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 20,172 832 0.28% 0.28% 543 0 0.0% Q2 2026 Aug 05, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 20,077 828 0.14% 0.14% 544 0 0.0% Q2 2026 Jul 31, 2026
Innovative Asset Advisors Group, LLC History No change 19,952 823 0.36% 0.36% 545 0 0.0% Q2 2026 Aug 05, 2026
Roundview Capital LLC History No change 19,810 817 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 30, 2026
Rialto Wealth Management, LLC History No change 19,802 816 0.16% 0.16% 547 0 0.0% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History No change 19,725 813 0.1% 0.1% 548 0 0.0% Q2 2026 Jul 24, 2026
Darrow Company, Inc. History No change 19,654 810 0.31% 0.31% 549 0 0.0% Q2 2026 Jul 29, 2026
DiNuzzo Private Wealth, Inc. History No change 19,429 801 0.08% 0.08% 550 0 0.0% Q2 2026 Jul 10, 2026
Financial Synergies Wealth Advisors, Inc. History No change 19,121 788 0.07% 0.07% 551 0 0.0% Q2 2026 Jul 17, 2026
Kaufman Rossin Wealth, LLC History No change 18,888 781 0.37% 0.37% 552 0 0.0% Q2 2026 Jul 16, 2026
StoneX Group Inc. History No change 18,925 780 0.03% 0.03% 553 0 0.0% Q2 2026 Aug 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 18,668 770 0.05% 0.05% 554 0 0.0% Q2 2026 Aug 04, 2026
Francis Financial, Inc. History No change 18,429 760 0.12% 0.12% 555 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 17,926 739 0.02% 0.02% 556 0 0.0% Q2 2026 Aug 14, 2026
Navigate Wealth Management, LLC History No change 17,886 739 0.46% 0.46% 557 0 0.0% Q2 2026 Jul 23, 2026
Momentous Wealth Management, Inc. History No change 17,530 723 0.37% 0.37% 558 0 0.0% Q2 2026 Aug 11, 2026
WESBANCO BANK INC History No change 17,322 718 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 28, 2026
SALEM INVESTMENT COUNSELORS INC History No change 17,196 709 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 14, 2026
Eastover Investment Advisors LLC History Reduced 17,113 708 0.28% 0.3% 561 -1,064 -5.85% Q3 2026 Oct 05, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 17,067 704 0.22% 0.22% 562 0 0.0% Q2 2026 Jul 29, 2026
Foundation Wealth Management, LLC\PA History No change 17,008 701 0.21% 0.21% 563 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Financial Partners, Inc. History No change 16,995 701 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 16,659 687 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 05, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 16,642 686 0.09% 0.09% 566 0 0.0% Q2 2026 Jul 27, 2026
Quadcap Wealth Management, LLC History No change 16,604 684 0.07% 0.07% 567 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 16,499 680 0.02% 0.02% 568 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 16,483 679 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 13, 2026
Selective Wealth Management, Inc. History No change 16,438 679 0.18% 0.18% 570 0 0.0% Q2 2026 Jul 20, 2026
Sterneck Capital Management, LLC History No change 16,270 671 0.29% 0.29% 571 0 0.0% Q2 2026 Jul 30, 2026
Investment Advisory Group, LLC History No change 16,089 663 0.14% 0.14% 572 0 0.0% Q2 2026 Aug 06, 2026
Seed Wealth Management, Inc. History No change 16,070 662 0.42% 0.42% 573 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 16,042 661 0.04% 0.04% 574 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 15,967 658 0.04% 0.04% 575 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Family Advisors, LLC History No change 15,921 656 0.28% 0.28% 576 0 0.0% Q2 2026 Aug 14, 2026
ATLas Financial Planning LLC History No change 15,672 646 0.52% 0.52% 577 0 0.0% Q2 2026 Jul 22, 2026
ASSETMARK, INC History No change 15,655 645 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 30, 2026
Gradient Capital Advisors, LLC History No change 15,599 643 0.15% 0.15% 579 0 0.0% Q2 2026 Jul 13, 2026
RCS Financial Planning, LLC History No change 15,562 641 0.3% 0.3% 580 0 0.0% Q2 2026 Jul 22, 2026
CIBC WORLD MARKET INC. History No change 15,468 638 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 13, 2026
HMV Wealth Advisors, LLC History No change 15,216 627 0.24% 0.24% 582 0 0.0% Q2 2026 Jul 13, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 15,120 623 0.16% 0.16% 583 0 0.0% Q2 2026 Aug 07, 2026
Cypress Wealth Services, LLC History No change 14,525 599 0.07% 0.07% 584 0 0.0% Q2 2026 Jul 10, 2026
TCV Trust & Wealth Management, Inc. History No change 13,695 564 0.04% 0.04% 585 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 13,691 564 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 13,631 562 0.11% 0.11% 587 0 0.0% Q2 2026 Jul 17, 2026
Ballast Financial Advisors LLC History No change 13,616 561 0.51% 0.51% 588 0 0.0% Q2 2026 Aug 13, 2026
L.K. Benson & Company, P.C. History No change 13,591 560 0.17% 0.17% 589 0 0.0% Q2 2026 Jul 24, 2026
Stewardship Advisors, LLC History No change 13,555 559 0.12% 0.12% 590 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Financial Group, LLC History No change 13,305 548 0.17% 0.17% 591 0 0.0% Q3 2026 Oct 06, 2026
Wheels Up Wealth, Inc. History No change 13,116 541 0.46% 0.46% 592 0 0.0% Q2 2026 Jul 27, 2026
Family Manage LLC History No change 13,108 540 0.06% 0.06% 593 0 0.0% Q2 2026 Aug 14, 2026
Intrepid Financial Planning Group LLC History No change 13,005 536 0.18% 0.18% 594 0 0.0% Q2 2026 Aug 12, 2026
Tassel Capital Management, Inc. History No change 12,945 533 0.25% 0.25% 595 0 0.0% Q2 2026 Aug 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 12,860 530 0.22% 0.22% 596 0 0.0% Q2 2026 Aug 11, 2026
Faithward Advisors, LLC History No change 12,841 529 0.06% 0.06% 597 0 0.0% Q2 2026 Aug 12, 2026
Donalies Financial Planning, LLC History No change 12,801 528 0.39% 0.39% 598 0 0.0% Q2 2026 Aug 06, 2026
Five Oceans Advisors History No change 12,757 526 0.17% 0.17% 599 0 0.0% Q2 2026 Jul 15, 2026
Forthright Family Wealth Advisory LLC History No change 12,621 520 0.29% 0.29% 600 0 0.0% Q2 2026 Jul 16, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,522 516 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 10, 2026
Core Wealth Management, Inc. History No change 12,275 506 0.14% 0.14% 602 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 12,185 503 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 12,163 501 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 12, 2026
Beverly Hills Private Wealth, LLC History No change 11,939 492 0.09% 0.09% 605 0 0.0% Q2 2026 Aug 06, 2026
Lewis Asset Management, LLC History No change 11,809 487 0.17% 0.17% 606 0 0.0% Q2 2026 Jul 21, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 11,698 484 0.22% 0.24% 607 -329 -2.74% Q3 2026 Oct 09, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 11,689 482 0.26% 0.26% 608 0 0.0% Q2 2026 Aug 11, 2026
Vistica Wealth Advisors, LLC History No change 11,663 481 0.42% 0.42% 609 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 11,627 479 0.03% 0.03% 610 0 0.0% Q2 2026 Aug 14, 2026
Causey Wealth LLC History No change 11,632 479 0.19% 0.19% 611 0 0.0% Q2 2026 Aug 11, 2026
Goelzer Investment Management, Inc. History No change 11,591 478 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 14, 2026
Stratos Investment Management, LLC History No change 11,523 475 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 11, 2026
Dana Investment Advisors, Inc. History No change 11,480 473 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 11,477 473 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 05, 2026
BIP Wealth, LLC History No change 11,352 468 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 03, 2026
Soltis Investment Advisors LLC History No change 11,338 467 0.03% 0.03% 617 0 0.0% Q2 2026 Jul 31, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 11,305 466 0.17% 0.17% 618 0 0.0% Q2 2026 Jul 23, 2026
UNIVEST FINANCIAL Corp History No change 11,222 462 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 07, 2026
Wall Capital Group, Inc. History No change 11,189 461 0.38% 0.38% 620 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 11,137 459 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 03, 2026
KINTRA WEALTH, LLC History No change 10,278 445 0.02% 0.02% 622 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 10,692 441 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 09, 2026
Retirement Planning Group, LLC History No change 10,385 428 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Advisers, LLC History No change 10,328 426 0.31% 0.31% 625 0 0.0% Q2 2026 Jul 29, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 10,278 423 0.04% 0.04% 626 0 0.0% Q2 2026 Jul 14, 2026
STOCK YARDS BANK & TRUST CO History No change 10,200 420 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 19, 2026
AlphaCore Capital LLC History No change 10,115 417 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 06, 2026
Visionary Wealth Advisors History No change 10,049 414 0.02% 0.02% 629 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 9,967 413 0.11% 0.11% 630 0 0.0% Q2 2026 Jul 30, 2026
Bright Futures Wealth Management, LLC. History No change 9,948 410 0.26% 0.26% 631 0 0.0% Q2 2026 Jul 24, 2026
Narus Financial Partners, LLC History No change 9,879 407 0.1% 0.1% 632 0 0.0% Q2 2026 Jul 31, 2026
Longview Financial Advisors, Inc. History No change 9,827 407 0.23% 0.24% 633 0 0.0% Q3 2026 Oct 08, 2026
DIXON FNANCIAL SERVICES, INC. History No change 9,830 405 0.16% 0.16% 634 0 0.0% Q2 2026 Jul 14, 2026
CITADEL ADVISORS LLC History No change 9,795 404 0.0% 0.0% 635 0 0.0% Q2 2026 Sep 02, 2026
Asset Dedication, LLC History No change 9,752 402 0.03% 0.03% 636 0 0.0% Q2 2026 Jul 30, 2026
Park Edge Advisors, LLC History No change 9,753 402 0.08% 0.08% 637 0 0.0% Q2 2026 Jul 10, 2026
Cherry Tree Wealth Management, LLC History No change 9,758 402 0.08% 0.08% 638 0 0.0% Q2 2026 Sep 15, 2026
HANOVER ADVISORS INC History No change 9,654 398 0.14% 0.14% 639 0 0.0% Q2 2026 Aug 12, 2026
Sprinkle Financial Consultants LLC History Added to 9,597 397 0.16% 0.15% 640 +528 5.82% Q3 2026 Oct 09, 2026
Cardinal Point Capital Management ULC History No change 9,500 391 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 14, 2026
Vigil Wealth Management, LLC History No change 9,483 391 0.28% 0.28% 642 0 0.0% Q2 2026 Aug 05, 2026
E6 Portfolios, LLC History No change 9,484 391 0.31% 0.31% 643 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 9,472 390 0.08% 0.08% 644 0 0.0% Q2 2026 Aug 05, 2026
BURNEY CO/ History No change 9,395 387 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 14, 2026
Facet Wealth, Inc. History No change 9,359 386 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 27, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 9,326 384 0.6% 0.6% 647 0 0.0% Q2 2026 Aug 11, 2026
RS CRUM INC. History No change 9,255 381 0.07% 0.07% 648 0 0.0% Q2 2026 Aug 10, 2026
Emprise Bank History Reduced 9,187 380 0.15% 0.14% 650 -202 -2.15% Q3 2026 Oct 07, 2026
Ruedi Wealth Management, Inc. History No change 9,220 380 0.09% 0.09% 649 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 9,196 379 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 11, 2026
Platform Technology Partners History No change 9,177 378 0.06% 0.06% 652 0 0.0% Q2 2026 Jul 24, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,138 376 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 28, 2026
TABLEAUX LLC History No change 9,096 375 0.16% 0.16% 654 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 9,037 372 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 8,980 370 0.02% 0.02% 656 0 0.0% Q2 2026 Aug 04, 2026
Abacus Wealth Partners, LLC History No change 8,943 368 0.04% 0.04% 657 0 0.0% Q2 2026 Jul 22, 2026
Lexington Hill Partners, LLC History No change 8,918 367 0.18% 0.18% 658 0 0.0% Q2 2026 Jul 08, 2026
Atlas Legacy Advisors, LLC History No change 8,684 358 0.05% 0.05% 659 0 0.0% Q2 2026 Jul 31, 2026
Millington Financial Advisors, LLC History No change 8,611 356 0.14% 0.14% 660 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Alliance LLC History No change 8,575 353 0.02% 0.02% 661 0 0.0% Q2 2026 Jul 20, 2026
marrick wealth, LLC History No change 8,498 350 0.25% 0.25% 662 0 0.0% Q2 2026 Jul 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 8,436 347 0.02% 0.02% 663 0 0.0% Q2 2026 Aug 05, 2026
Archer Investment Management, LLC History No change 8,304 342 0.12% 0.12% 664 0 0.0% Q2 2026 Jul 07, 2026
Beacon Financial Strategies CORP History No change 8,291 342 0.17% 0.17% 665 0 0.0% Q2 2026 Jul 08, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 8,187 339 0.1% 0.1% 667 +36 0.44% Q3 2026 Oct 07, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 8,221 339 0.11% 0.11% 666 0 0.0% Q2 2026 Jul 28, 2026
Partners in Financial Planning History No change 8,193 337 0.05% 0.05% 668 0 0.0% Q2 2026 Aug 10, 2026
Helium Advisors LLC History No change 8,193 337 0.28% 0.28% 669 0 0.0% Q2 2026 Aug 11, 2026
Smithfield Trust Co History No change 8,100 334 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 05, 2026
AIMZ Investment Advisors, LLC History No change 7,968 328 0.09% 0.09% 671 0 0.0% Q2 2026 Aug 13, 2026
K2 Financial Inc. History No change 7,792 326 0.23% 0.23% 672 0 0.0% Q2 2026 Jul 21, 2026
Financial Harvest, LLC History No change 7,911 326 0.13% 0.13% 673 0 0.0% Q2 2026 Aug 10, 2026
HBE Wealth Management, LLC History No change 7,885 325 0.23% 0.23% 674 0 0.0% Q2 2026 Jul 13, 2026
Opus Financial Solutions LLC History No change 7,844 323 0.26% 0.26% 675 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 7,807 322 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 27, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 7,816 322 0.06% 0.06% 677 0 0.0% Q2 2026 Jul 13, 2026
Warwick Investment Management, Inc. History No change 7,800 321 0.04% 0.04% 678 0 0.0% Q2 2026 Jul 31, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 7,626 315 0.18% 0.17% 680 +14 0.18% Q3 2026 Oct 09, 2026
NWAM LLC History No change 7,645 315 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 23, 2026
Frazier Financial Advisors, LLC History No change 7,627 314 0.16% 0.16% 681 0 0.0% Q2 2026 Aug 10, 2026
Heck Capital Advisors, LLC History No change 7,607 313 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 10, 2026
Belleair Asset Management, LLC History No change 7,597 313 0.26% 0.26% 683 0 0.0% Q2 2026 Jul 15, 2026
Stone Summit Wealth LLC History No change 7,569 312 0.08% 0.08% 684 0 0.0% Q2 2026 Jul 23, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 7,524 310 0.03% 0.03% 685 0 0.0% Q2 2026 Jul 09, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 7,426 306 0.11% 0.11% 686 0 0.0% Q2 2026 Aug 11, 2026
MAYPORT, LLC History No change 7,385 304 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 07, 2026
Vertex Planning Partners, LLC History No change 7,363 303 0.04% 0.04% 688 0 0.0% Q2 2026 Aug 14, 2026
Ariadne Wealth Management, LP History No change 7,351 303 0.13% 0.13% 689 0 0.0% Q2 2026 Aug 13, 2026
KFG WEALTH MANAGEMENT, LLC History No change 7,336 302 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 22, 2026
JM2 Capital Inc. History No change 7,305 301 0.21% 0.21% 691 0 0.0% Q2 2026 Jul 21, 2026
Orcam Financial Group History No change 7,262 299 0.15% 0.15% 692 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 7,265 299 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 06, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 7,222 297 0.02% 0.02% 694 0 0.0% Q2 2026 Jul 31, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 7,200 297 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 23, 2026
Permanent Capital Management, LP History No change 7,222 297 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 12, 2026
Lakeridge Wealth Management LLC History No change 7,176 296 0.11% 0.11% 697 0 0.0% Q2 2026 Jul 14, 2026
Platt Wealth Management LLC History No change 7,187 296 0.24% 0.24% 698 0 0.0% Q2 2026 Jul 31, 2026
Range Advisory, LLC History No change 7,191 296 0.04% 0.04% 699 0 0.0% Q2 2026 Sep 02, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 7,093 295 0.1% 0.1% 700 0 0.0% Q2 2026 Jul 23, 2026
Gladstone Institutional Advisory LLC History No change 7,159 295 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 27, 2026
Disciplined Investors, L.L.C. History No change 7,090 292 0.15% 0.15% 702 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 7,000 288 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,966 287 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 6,919 285 0.2% 0.2% 705 0 0.0% Q2 2026 Aug 17, 2026
WorthPointe, LLC History No change 6,892 284 0.07% 0.07% 706 0 0.0% Q2 2026 Jul 31, 2026
Fairscale Capital, LLC History No change 6,884 283 0.17% 0.17% 707 0 0.0% Q2 2026 Aug 07, 2026
Balboa Wealth Partners History No change 6,842 282 0.04% 0.04% 708 0 0.0% Q2 2026 Aug 10, 2026
KM Capital Management Ltd. History No change 6,796 280 0.13% 0.13% 709 0 0.0% Q2 2026 Aug 14, 2026
Novak & Powell Financial Services, Inc. History No change 6,795 280 0.13% 0.13% 710 0 0.0% Q2 2026 Aug 11, 2026
Hartmann Taylor Wealth Management, LLC History No change 7,205 280 0.19% 0.19% 711 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 6,726 277 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,715 276 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 17, 2026
Highland Financial Advisors, LLC History No change 6,654 274 0.06% 0.06% 714 0 0.0% Q2 2026 Jul 09, 2026
Freedom Financial Partners LLC History No change 6,665 274 0.09% 0.09% 715 0 0.0% Q2 2026 Aug 06, 2026
Bannerstone Capital Management, LLC History No change 6,594 272 0.23% 0.23% 716 0 0.0% Q2 2026 Jul 31, 2026
Wingate Wealth Advisors, Inc. History No change 6,577 271 0.12% 0.12% 717 0 0.0% Q2 2026 Jul 29, 2026
Optivise Advisory Services LLC History No change 6,572 271 0.14% 0.14% 718 0 0.0% Q2 2026 Jul 13, 2026
JMG Financial Group, Ltd. History No change 6,479 267 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 31, 2026
James J. Burns & Company, LLC History No change 6,477 267 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History No change 6,491 267 0.05% 0.05% 721 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History No change 6,458 266 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 11, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 6,419 265 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 11, 2026
COGENT STRATEGIC WEALTH LLC History No change 6,386 263 0.25% 0.25% 724 0 0.0% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 6,344 262 0.03% 0.03% 725 -153 -2.35% Q3 2026 Oct 07, 2026
FMR LLC History No change 6,329 261 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 6,238 257 0.04% 0.04% 727 0 0.0% Q2 2026 Aug 06, 2026
OMNI 360 Wealth, Inc. History No change 6,187 255 0.12% 0.12% 728 0 0.0% Q2 2026 Jul 13, 2026
Total Clarity Wealth Management, Inc. History No change 6,154 253 0.05% 0.05% 729 0 0.0% Q2 2026 Jul 23, 2026
Balance Wealth Partners LLC History No change 6,107 251 0.07% 0.07% 730 0 0.0% Q2 2026 Jul 21, 2026
Cannon Financial Strategists, Inc. History No change 6,066 250 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 07, 2026
Vawter Financial, Ltd. History No change 6,040 249 0.09% 0.09% 732 0 0.0% Q2 2026 Jul 24, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,010 247 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 13, 2026
Sepio Capital, LP History No change 5,976 246 0.01% 0.01% 734 0 0.0% Q2 2026 Jul 28, 2026
Canvas Wealth Advisors, LLC History No change 5,957 245 0.03% 0.03% 735 0 0.0% Q2 2026 Jul 10, 2026
AMERIPRISE FINANCIAL INC History No change 5,851 241 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 14, 2026
Bay Capital Advisors, LLC History No change 5,754 237 0.13% 0.13% 737 0 0.0% Q2 2026 Jul 21, 2026
Stirlingshire Investments, Inc. History No change 5,670 233 0.17% 0.17% 738 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 5,656 233 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 29, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 5,648 232 0.15% 0.15% 740 0 0.0% Q2 2026 Jul 28, 2026
BSW Wealth Partners History No change 5,578 230 0.03% 0.03% 741 0 0.0% Q2 2026 Jul 15, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 5,591 230 0.11% 0.11% 742 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 5,503 226 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 03, 2026
PINNEY & SCOFIELD, INC. History No change 5,383 222 0.11% 0.11% 744 0 0.0% Q2 2026 Aug 07, 2026
Accretive Wealth Partners, LLC History No change 5,352 220 0.05% 0.05% 745 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 5,327 219 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 04, 2026
Chevy Chase Trust Holdings, LLC History No change 5,287 218 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 14, 2026
Cladis Investment Advisory, LLC History No change 5,308 218 0.1% 0.1% 748 0 0.0% Q2 2026 Aug 13, 2026
Prosperitas Financial LLC History No change 5,217 215 0.07% 0.07% 749 0 0.0% Q2 2026 Aug 19, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,208 214 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 11, 2026
Kondo Wealth Advisors, Inc. History No change 5,149 212 0.07% 0.07% 751 0 0.0% Q2 2026 Jul 21, 2026
Nova R Wealth, Inc. History No change 5,137 211 0.06% 0.06% 752 0 0.0% Q2 2026 Jul 17, 2026
Gerber Kawasaki Wealth & Investment Management History No change 5,114 210 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 07, 2026
Mason & Associates, LLC History No change 5,069 209 0.04% 0.04% 754 0 0.0% Q2 2026 Jul 14, 2026
Index Fund Advisors, Inc. History No change 5,050 208 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 12, 2026
CCM INVESTMENT ADVISERS LLC History No change 5,042 207 0.02% 0.02% 756 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,000 206 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 23, 2026
Baker Ellis Asset Management LLC History No change 5,000 206 0.02% 0.02% 758 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 4,949 204 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 04, 2026
GREENLEAF TRUST History No change 4,910 202 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 21, 2026
Vilga Financial Planning LLC History No change 4,896 202 0.12% 0.15% 761 0 0.0% Q3 2026 Oct 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 4,894 201 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 23, 2026
SLT Holdings LLC History No change 4,881 201 0.13% 0.13% 763 0 0.0% Q2 2026 Jul 17, 2026
Cogent Private Wealth, Inc. History No change 4,878 201 0.13% 0.13% 764 0 0.0% Q2 2026 Aug 05, 2026
Busey Bank History No change 4,861 200 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 13, 2026
Acropolis Investment Management, LLC History Added to 4,634 191 0.01% 0.01% 766 +15 0.32% Q3 2026 Oct 08, 2026
West Financial Advisors, LLC History No change 4,555 187 0.03% 0.03% 767 0 0.0% Q2 2026 Jul 08, 2026
SITTNER & NELSON, LLC History No change 4,409 181 0.06% 0.06% 768 0 0.0% Q2 2026 Aug 07, 2026
Centennial Bank/AR/ History No change 4,342 179 0.06% 0.06% 769 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 4,145 161 0.11% 0.11% 770 0 0.0% Q2 2026 Sep 17, 2026
LANARK FINANCIAL, INC. History No change 3,895 160 0.01% 0.01% 771 0 0.0% Q2 2026 Jul 21, 2026
Reyes Financial Architecture, Inc. History No change 3,903 160 0.09% 0.09% 772 0 0.0% Q2 2026 Jul 16, 2026
Kings Path Partners LLC History No change 3,601 148 0.04% 0.04% 773 0 0.0% Q2 2026 Jul 14, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 3,369 138 0.26% 0.26% 774 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 3,344 137 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 3,252 134 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 2,921 120 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 10, 2026
Smallwood Wealth Investment Management, LLC History No change 2,583 106 0.05% 0.05% 778 0 0.0% Q2 2026 Jul 23, 2026
Orion Capital Management LLC History No change 2,526 104 0.03% 0.03% 779 0 0.0% Q2 2026 Aug 17, 2026
Russell Investments Group, Ltd. History No change 2,471 101 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,314 95 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,965 81 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,975 81 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 1,924 79 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 20, 2026
Geneos Wealth Management Inc. History No change 1,900 78 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 06, 2026
Synergy Investment Management, LLC History No change 1,867 77 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 14, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 1,635 67 0.03% 0.03% 787 0 0.0% Q2 2026 Jul 20, 2026
UMB Bank, n.a. History No change 1,590 65 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 1,596 65 0.05% 0.05% 789 0 0.0% Q2 2026 Aug 03, 2026
Parkside Financial Bank & Trust History No change 1,542 63 0.0% 0.0% 790 0 0.0% Q2 2026 Sep 04, 2026
Coston, McIsaac & Partners History No change 1,442 59 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 12, 2026
CITY HOLDING CO History No change 1,321 54 0.01% 0.01% 792 0 0.0% Q2 2026 Jul 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,204 49 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 22, 2026
BOK Financial Private Wealth, Inc. History No change 1,006 41 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 988 40 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Planning Services, Inc. History No change 987 40 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History No change 962 39 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 856 35 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 16, 2026
TD Waterhouse Canada Inc. History No change 780 32 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 27, 2026
Fort Vancouver Investment Management, LLC History No change 764 31 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 29, 2026
Benson Wealth Management INC History No change 730 30 0.03% 0.03% 801 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 700 28 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 695 28 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 681 28 0.02% 0.02% 804 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 611 25 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 06, 2026
HOWE & RUSLING INC History No change 598 24 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 587 24 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 20, 2026
Corsicana & Co. History No change 520 21 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 24, 2026
Turtle Creek Wealth Advisors, LLC History No change 516 21 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 467 19 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 22, 2026
Global Trust Asset Management, LLC History No change 452 18 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 430 17 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 07, 2026
Biltmore Family Office, LLC History No change 340 14 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 326 13 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 22, 2026
Johnson Financial Group, Inc. History No change 306 12 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 268 11 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 07, 2026
Montgomery Financial Services LLC History No change 236 9 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 195 8 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 150 6 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 12, 2026
Creative Capital Management Investments LLC History No change 146 6 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 130 5 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 132 5 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 24, 2026
Monetary Solutions, Ltd History No change 118 4 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 96 3 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 20, 2026
MCF Advisors LLC History No change 85 3 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 12, 2026
Nemes Rush Group LLC History No change 92 3 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 53 2 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 28, 2026
Cranbrook Wealth Management, LLC History No change 31 1 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -5,718 -100.0% Q3 2026 Oct 08, 2026
First Heartland Consultants, Inc. History Closed out 0 0 — 0.01% — -5,546 -100.0% Q3 2026 Oct 08, 2026
Lloyd Advisory Services, LLC. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026