Dimensional ETF Trust - DFAT

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
Creative Planning History No change 13,305,154 930,030 0.54% 0.54% 1 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 12,491,981 873,189 0.89% 0.89% 2 0 0.0% Q2 2026 Aug 12, 2026
Forum Financial Management, LP History No change 10,383,581 725,812 9.32% 9.32% 3 0 0.0% Q2 2026 Jul 23, 2026
Index Fund Advisors, Inc. History No change 6,328,437 442,357 17.56% 17.56% 4 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 5,711,959 399,265 5.08% 5.08% 5 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 5,632,475 393,709 3.34% 3.34% 6 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History No change 5,350,293 374,988 1.1% 1.1% 7 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 4,751,916 332,158 1.27% 1.27% 8 0 0.0% Q2 2026 Aug 11, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 2,814,122 196,707 15.55% 15.55% 9 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 2,548,907 178,168 11.21% 11.21% 10 0 0.0% Q2 2026 Jul 30, 2026
Apella Capital, LLC History Reduced 2,045,430 137,207 1.74% 2.03% 11 -32,271 -1.55% Q3 2026 Oct 08, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,834,767 128,250 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 1,801,593 125,931 0.17% 0.17% 13 0 0.0% Q2 2026 Aug 27, 2026
HighTower Advisors, LLC History No change 1,785,984 124,840 0.12% 0.12% 14 0 0.0% Q2 2026 Aug 05, 2026
Trust Co of the South History No change 1,754,110 122,612 17.26% 17.26% 15 0 0.0% Q2 2026 Jul 01, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,681,761 117,555 0.15% 0.15% 16 0 0.0% Q2 2026 Aug 19, 2026
BANK OF AMERICA CORP /DE/ History No change 1,618,758 113,151 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,505,769 105,253 6.79% 6.79% 18 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 1,491,922 104,225 3.39% 3.39% 19 0 0.0% Q2 2026 Aug 12, 2026
Truepoint, Inc. History No change 1,464,173 102,345 2.14% 2.14% 20 0 0.0% Q2 2026 Jul 31, 2026
GREAT OAK CAPITAL PARTNERS, LLC History No change 1,438,350 100,238 21.67% 21.67% 21 0 0.0% Q2 2026 Jul 14, 2026
Sequoia Financial Advisors, LLC History No change 1,391,428 97,260 0.48% 0.48% 22 0 0.0% Q2 2026 Jul 17, 2026
Cerity Partners LLC History No change 1,335,533 93,354 0.11% 0.11% 23 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,258,840 87,992 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 07, 2026
Premier Financial Group History No change 1,182,811 82,678 16.63% 16.63% 25 0 0.0% Q2 2026 Sep 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,178,115 79,573 0.13% 0.13% 26 0 0.0% Q2 2026 Jul 15, 2026
Sensible Money, LLC History No change 1,091,399 76,288 20.23% 20.23% 27 0 0.0% Q2 2026 Jul 30, 2026
Evanson Financial, LLC History No change 1,090,019 76,192 3.73% 3.73% 28 0 0.0% Q2 2026 Jul 07, 2026
Allworth Financial LP History No change 1,060,969 74,161 0.31% 0.31% 29 0 0.0% Q2 2026 Aug 11, 2026
Abacus Wealth Partners, LLC History No change 1,024,195 71,591 7.52% 7.52% 30 0 0.0% Q2 2026 Jul 22, 2026
Parkwoods Wealth Partners, LLC History No change 925,410 64,686 10.39% 10.39% 31 0 0.0% Q2 2026 Jul 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 922,732 64,498 0.94% 0.94% 32 0 0.0% Q2 2026 Jul 14, 2026
Team Hewins, LLC History No change 917,911 64,161 17.55% 17.55% 33 0 0.0% Q2 2026 Jul 29, 2026
Great Waters Wealth Management History Added to 942,310 62,607 5.63% 5.75% 34 +53,953 6.07% Q3 2026 Oct 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 846,849 59,203 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 845,930 59,130 0.1% 0.1% 36 0 0.0% Q2 2026 Jul 30, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 825,208 57,682 0.01% 0.01% 37 0 0.0% Q2 2026 Sep 23, 2026
Joel Isaacson & Co., LLC History No change 823,931 57,592 1.67% 1.67% 38 0 0.0% Q2 2026 Aug 04, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 816,647 57,083 20.4% 20.4% 39 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 787,152 55,021 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 770,649 53,868 0.57% 0.57% 41 0 0.0% Q2 2026 Aug 03, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 756,908 52,907 4.34% 4.34% 42 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 758,035 52,827 1.29% 1.29% 43 0 0.0% Q2 2026 Jul 14, 2026
RW Investment Management LLC History No change 741,761 51,849 4.55% 4.55% 44 0 0.0% Q2 2026 Aug 06, 2026
Three Arch Wealth Management LLC History No change 730,943 51,092 7.84% 7.84% 45 0 0.0% Q2 2026 Aug 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 712,667 49,815 3.65% 3.65% 46 0 0.0% Q2 2026 Aug 03, 2026
SAX WEALTH ADVISORS, LLC History No change 775,382 48,422 1.97% 1.97% 47 0 0.0% Q2 2026 Jul 09, 2026
KEB ASSET MANAGEMENT, LLC History No change 685,036 47,884 7.75% 7.75% 48 0 0.0% Q2 2026 Jul 14, 2026
Cetera Investment Advisers History No change 662,401 46,301 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 658,102 45,975 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Tumwater Wealth Management, LLC History No change 636,708 44,505 16.09% 16.09% 51 0 0.0% Q2 2026 Jul 20, 2026
Aspen Wealth Management LLC History No change 584,682 40,869 6.94% 6.94% 52 0 0.0% Q2 2026 Jul 31, 2026
Richard Young Associates, Ltd. History No change 558,629 39,048 25.95% 25.95% 53 0 0.0% Q2 2026 Jul 27, 2026
Confluence Wealth Services, Inc. History No change 554,562 38,763 1.11% 1.11% 54 0 0.0% Q2 2026 Jul 22, 2026
Financial Harvest, LLC History No change 538,074 37,611 15.55% 15.55% 55 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 529,301 36,998 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 505,941 35,365 2.37% 2.37% 57 0 0.0% Q2 2026 Aug 05, 2026
EnRich Financial Partners LLC History No change 504,548 35,267 8.38% 8.38% 58 0 0.0% Q2 2026 Jul 27, 2026
Beaird Harris Wealth Management, LLC History No change 472,417 33,021 2.07% 2.07% 59 0 0.0% Q2 2026 Jul 08, 2026
Summit Financial Strategies, Inc. History No change 472,327 33,015 2.32% 2.32% 60 0 0.0% Q2 2026 Jul 24, 2026
Planning Center, Inc. History No change 467,301 32,664 3.08% 3.08% 61 0 0.0% Q2 2026 Jul 29, 2026
TCI Wealth Advisors, Inc. History No change 465,341 32,527 1.41% 1.41% 62 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 461,947 32,290 0.04% 0.04% 63 0 0.0% Q2 2026 Jul 29, 2026
NorthAvenue LLC History No change 455,179 31,816 22.79% 22.79% 64 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 454,658 31,780 0.15% 0.15% 65 0 0.0% Q2 2026 Aug 03, 2026
Babb Wealth Advisors LLC History No change 453,835 31,723 15.29% 15.29% 66 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 447,591 31,286 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 436,219 30,491 0.51% 0.51% 68 0 0.0% Q2 2026 Aug 10, 2026
Squire Investment Management Company, LLC History No change 432,120 30,205 7.27% 7.27% 69 0 0.0% Q2 2026 Jul 28, 2026
Watchman Group, Inc. History No change 431,658 30,172 6.74% 6.74% 70 0 0.0% Q2 2026 Jul 24, 2026
Disciplined Equity Management, Inc. History No change 429,100 29,994 13.28% 13.28% 71 0 0.0% Q2 2026 Jul 29, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 445,301 29,585 4.79% 5.07% 72 -222 -0.05% Q3 2026 Oct 08, 2026
Allen Capital Group, LLC History No change 421,972 29,495 2.4% 2.4% 73 0 0.0% Q2 2026 Jul 27, 2026
TFC Financial Management, Inc. History No change 411,492 28,763 3.19% 3.19% 74 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Financial Group, LLC History No change 405,762 28,362 8.94% 8.93% 75 0 0.0% Q3 2026 Oct 06, 2026
Meritas Wealth Management, LLC History No change 403,496 28,204 11.01% 11.01% 76 0 0.0% Q2 2026 Jul 21, 2026
Lauterbach Financial Advisors, LLC History No change 390,415 27,290 11.74% 11.74% 77 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 387,111 27,026 0.16% 0.16% 78 0 0.0% Q2 2026 Aug 10, 2026
Foster Group, Inc. History No change 385,529 26,948 0.72% 0.72% 79 0 0.0% Q2 2026 Jul 07, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 384,734 26,892 8.09% 8.09% 80 0 0.0% Q2 2026 Aug 07, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 384,676 26,888 6.55% 6.55% 81 0 0.0% Q2 2026 Jul 09, 2026
TFO Wealth Partners, LLC History No change 381,720 26,682 2.9% 2.9% 82 0 0.0% Q2 2026 Aug 10, 2026
Betterment LLC History No change 380,189 26,575 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 373,158 26,083 0.32% 0.32% 84 0 0.0% Q2 2026 Jul 20, 2026
Triune Financial Partners, LLC History No change 366,685 25,631 5.35% 5.35% 85 0 0.0% Q2 2026 Aug 07, 2026
Sterling Wealth Management, Inc. History No change 365,048 25,516 6.34% 6.34% 86 0 0.0% Q2 2026 Jul 30, 2026
Equitable Holdings, Inc. History No change 363,048 25,377 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 17, 2026
Elser Financial Planning, Inc History No change 358,376 25,050 1.09% 1.09% 88 0 0.0% Q2 2026 Jul 14, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 375,128 24,923 2.79% 2.94% 89 +5,876 1.59% Q3 2026 Oct 08, 2026
TRUIST FINANCIAL CORP History No change 355,243 24,831 0.03% 0.03% 90 0 0.0% Q2 2026 Jul 28, 2026
Guardian Wealth Management, LLC History No change 352,499 24,639 6.91% 6.91% 91 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 349,809 24,451 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 344,964 24,112 0.95% 0.95% 93 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 343,578 24,016 0.26% 0.26% 94 0 0.0% Q2 2026 Aug 04, 2026
Tillman Hartley LLC History No change 331,926 23,201 5.21% 5.21% 95 0 0.0% Q2 2026 Aug 06, 2026
KELLY FINANCIAL GROUP LLC History No change 329,931 23,062 5.12% 5.12% 96 0 0.0% Q2 2026 Jul 14, 2026
RS CRUM INC. History No change 326,265 22,805 4.28% 4.28% 97 0 0.0% Q2 2026 Aug 10, 2026
Kilner Capital Advisors, LLC History No change 319,755 22,306 19.11% 19.11% 98 0 0.0% Q2 2026 Jul 13, 2026
Farther Finance Advisors, LLC History Added to 332,689 22,103 0.16% 0.18% 99 +7,624 2.35% Q3 2026 Oct 08, 2026
Atlantic Union Bankshares Corp History No change 315,251 22,036 0.37% 0.37% 100 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 314,291 21,968 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 12, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 311,403 21,767 11.09% 11.09% 102 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 307,986 21,528 1.67% 1.67% 103 0 0.0% Q2 2026 Aug 14, 2026
Crestmont Private Wealth LLC History No change 306,999 21,459 6.02% 6.02% 104 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 305,344 21,343 0.12% 0.12% 105 0 0.0% Q2 2026 Jul 24, 2026
BlueSky Wealth Advisors, LLC History No change 304,985 21,318 2.47% 2.47% 106 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 302,749 21,162 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 14, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 301,743 21,091 8.42% 8.42% 108 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 301,249 21,057 0.1% 0.1% 109 0 0.0% Q2 2026 Aug 18, 2026
Cambridge Investment Research Advisors, Inc. History No change 297,598 20,802 0.05% 0.05% 110 0 0.0% Q2 2026 Jul 27, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 292,783 20,465 7.44% 7.44% 111 0 0.0% Q2 2026 Jul 14, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 288,960 20,198 13.67% 13.67% 112 0 0.0% Q2 2026 Jul 22, 2026
PARK AVENUE SECURITIES LLC History No change 283,605 19,824 0.12% 0.12% 113 0 0.0% Q2 2026 Jul 20, 2026
ROYAL BANK OF CANADA History No change 277,525 19,399 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 276,118 19,300 4.93% 4.93% 115 0 0.0% Q2 2026 Aug 06, 2026
Aspen Capital Management, LLC History No change 274,326 19,175 4.23% 4.23% 116 0 0.0% Q2 2026 Aug 04, 2026
Tiller Private Wealth, Inc. History No change 273,681 19,130 5.99% 5.99% 117 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 273,030 19,084 0.06% 0.06% 118 0 0.0% Q2 2026 Aug 13, 2026
WPWealth LLP History No change 252,326 17,637 2.62% 2.62% 119 0 0.0% Q2 2026 Aug 10, 2026
Quantum Financial Advisors, LLC History No change 251,645 17,590 1.74% 1.74% 120 0 0.0% Q2 2026 Jul 08, 2026
MORGAN STANLEY History No change 245,275 17,144 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 237,571 16,606 12.9% 12.9% 122 0 0.0% Q2 2026 Aug 07, 2026
Graver Capital Management, LLC History No change 235,845 16,485 11.74% 11.74% 123 0 0.0% Q2 2026 Aug 07, 2026
Altiora Financial Group, LLC History No change 234,704 16,405 2.59% 2.59% 124 0 0.0% Q2 2026 Aug 07, 2026
OLIO Financial Planning History No change 233,804 16,342 4.05% 4.05% 125 0 0.0% Q2 2026 Jul 17, 2026
McLean Asset Management Corp History No change 226,497 16,020 2.12% 2.12% 126 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 225,571 15,767 1.79% 1.79% 127 0 0.0% Q2 2026 Jul 10, 2026
HMV Wealth Advisors, LLC History No change 221,622 15,491 6.03% 6.03% 128 0 0.0% Q2 2026 Jul 13, 2026
Navigoe, LLC History No change 220,712 15,427 8.07% 8.07% 129 0 0.0% Q2 2026 Jul 31, 2026
JDH Wealth Management, LLC History No change 217,913 15,232 9.27% 9.27% 130 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Nebraska History No change 212,794 14,874 1.33% 1.33% 131 0 0.0% Q2 2026 Jul 27, 2026
Ruedi Wealth Management, Inc. History No change 212,725 14,869 3.49% 3.49% 132 0 0.0% Q2 2026 Jul 29, 2026
ShankerValleau Wealth Advisors, Inc. History No change 209,327 14,631 3.85% 3.85% 133 0 0.0% Q2 2026 Jul 09, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 205,886 14,391 7.53% 7.53% 134 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 203,905 14,255 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 203,733 14,240 3.79% 3.79% 136 0 0.0% Q2 2026 Jul 14, 2026
Capstone Wealth Management, LLC History No change 195,951 13,696 6.36% 6.36% 137 0 0.0% Q2 2026 Jul 23, 2026
Navigation Group, LLC History No change 194,545 13,598 2.65% 2.65% 138 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 188,313 13,163 0.32% 0.32% 139 0 0.0% Q2 2026 Jul 20, 2026
Moisand Fitzgerald Tamayo, LLC History No change 187,138 13,080 1.28% 1.28% 140 0 0.0% Q2 2026 Jul 13, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 185,194 12,945 5.06% 5.06% 141 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 181,348 12,676 0.38% 0.38% 142 0 0.0% Q2 2026 Jul 15, 2026
Larson Financial Group LLC History No change 181,265 12,670 0.33% 0.33% 143 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investments, LLC History No change 180,235 12,598 4.07% 4.07% 144 0 0.0% Q2 2026 Aug 07, 2026
PINNEY & SCOFIELD, INC. History No change 177,700 12,421 6.07% 6.07% 145 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 176,118 12,310 0.3% 0.3% 146 0 0.0% Q2 2026 Jul 29, 2026
VANCE WEALTH, LLC History No change 167,087 11,679 2.63% 2.63% 147 0 0.0% Q2 2026 Aug 14, 2026
Pioneer Wealth Management Group History Added to 172,602 11,467 2.71% 2.81% 148 +6,442 3.88% Q3 2026 Oct 08, 2026
MML INVESTORS SERVICES, LLC History No change 161,696 11,302 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 169,169 11,239 2.2% 2.64% 150 -8,466 -4.77% Q3 2026 Oct 05, 2026
New England Private Wealth Advisors LLC History No change 154,990 10,937 1.06% 1.06% 151 0 0.0% Q2 2026 Aug 04, 2026
McKinley Carter Wealth Services, Inc. History No change 155,004 10,834 0.56% 0.56% 152 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 151,219 10,570 0.06% 0.06% 153 0 0.0% Q2 2026 Aug 10, 2026
OMNI 360 Wealth, Inc. History No change 149,852 10,474 4.84% 4.84% 154 0 0.0% Q2 2026 Jul 13, 2026
Lutz Financial Services LLC History No change 148,452 10,376 0.63% 0.63% 155 0 0.0% Q2 2026 Aug 05, 2026
Pillar Financial Advisors, LLC History No change 148,338 10,368 5.42% 5.42% 156 0 0.0% Q2 2026 Jul 24, 2026
LEGACY FINANCIAL GROUP, INC. History No change 147,297 10,296 2.4% 2.4% 157 0 0.0% Q2 2026 Jul 30, 2026
Austin Asset Management Co Inc History No change 146,543 10,243 1.43% 1.43% 158 0 0.0% Q2 2026 Jul 31, 2026
Avondale Wealth Management History No change 146,346 10,229 4.17% 4.17% 159 0 0.0% Q2 2026 Jul 13, 2026
Kestra Advisory Services, LLC History No change 142,535 9,963 0.03% 0.03% 160 0 0.0% Q2 2026 Jul 28, 2026
American Investment Services, Inc. History No change 142,440 9,956 2.1% 2.1% 161 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 142,098 9,932 0.1% 0.1% 162 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 141,622 9,899 2.26% 2.26% 163 0 0.0% Q2 2026 Jul 08, 2026
City State Bank History No change 141,574 9,896 2.27% 2.27% 164 0 0.0% Q2 2026 Jul 14, 2026
Twin Cities Retirement Group LLC History No change 139,004 9,716 8.32% 8.32% 165 0 0.0% Q2 2026 Jul 07, 2026
MATHER GROUP, LLC. History No change 137,045 9,579 0.08% 0.08% 166 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 134,622 9,410 2.18% 2.18% 167 0 0.0% Q2 2026 Jul 13, 2026
Highland Investment Advisors LLC History No change 134,493 9,401 4.1% 4.1% 168 0 0.0% Q2 2026 Aug 13, 2026
Vawter Financial, Ltd. History No change 132,896 9,289 3.5% 3.5% 169 0 0.0% Q2 2026 Jul 24, 2026
SCRATCH CAPITAL LLC History No change 131,831 9,214 4.57% 4.57% 170 0 0.0% Q2 2026 Jul 30, 2026
DiNuzzo Private Wealth, Inc. History No change 131,670 9,203 0.91% 0.91% 171 0 0.0% Q2 2026 Jul 10, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 137,257 9,119 2.34% 2.49% 172 +409 0.3% Q3 2026 Oct 06, 2026
Lakeshore Financial Planning, Inc. History No change 128,433 8,977 2.89% 2.89% 173 0 0.0% Q2 2026 Jul 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 128,258 8,965 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
Annandale Capital, LLC History No change 128,199 8,961 1.22% 1.22% 175 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 127,321 8,899 0.1% 0.1% 176 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 126,195 8,821 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
Timonier Family Office, LTD. History No change 125,860 8,797 2.48% 2.48% 178 0 0.0% Q2 2026 Aug 03, 2026
Rather & Kittrell, Inc. History No change 123,490 8,631 1.21% 1.21% 179 0 0.0% Q2 2026 Aug 12, 2026
Mason Investment Advisory Services, Inc. History No change 120,467 8,420 0.32% 0.32% 180 0 0.0% Q2 2026 Aug 13, 2026
Quantum Financial Planning Services, Inc. History No change 120,431 8,418 2.61% 2.61% 181 0 0.0% Q2 2026 Jul 15, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 134,174 8,379 1.05% 1.05% 182 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 118,676 8,295 0.13% 0.13% 183 0 0.0% Q2 2026 Aug 10, 2026
SACHEM HILL LLC History No change 117,220 8,193 1.46% 1.46% 184 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management, Inc. History No change 114,468 8,033 6.03% 6.03% 185 0 0.0% Q2 2026 Aug 13, 2026
WATERSHED PRIVATE WEALTH LLC History No change 114,095 7,975 2.25% 2.25% 186 0 0.0% Q2 2026 Jul 17, 2026
TAGStone Capital, Inc. History No change 108,877 7,610 2.42% 2.42% 187 0 0.0% Q2 2026 Aug 11, 2026
Parkshore Wealth Management, Inc. History No change 107,010 7,480 2.15% 2.15% 188 0 0.0% Q2 2026 Aug 07, 2026
Seneschal Advisors, LLC History No change 106,795 7,464 5.11% 5.11% 189 0 0.0% Q2 2026 Aug 13, 2026
FMB WEALTH MANAGEMENT History No change 103,198 7,213 2.65% 2.65% 190 0 0.0% Q2 2026 Jul 27, 2026
Ariadne Wealth Management, LP History No change 103,000 7,199 3.18% 3.18% 191 0 0.0% Q2 2026 Aug 13, 2026
BWM Planning, LLC History No change 102,496 7,164 1.66% 1.66% 192 0 0.0% Q2 2026 Jul 23, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 102,290 7,150 0.94% 0.94% 193 0 0.0% Q2 2026 Jul 13, 2026
Valued Wealth Advisors LLC History No change 100,807 7,046 2.56% 2.56% 194 0 0.0% Q2 2026 Jul 20, 2026
Mills Wealth Advisors LLC History No change 100,698 7,038 2.22% 2.22% 195 0 0.0% Q2 2026 Jul 07, 2026
Weinberger Asset Management, Inc History No change 98,455 6,963 2.23% 2.23% 196 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 99,318 6,942 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 99,069 6,924 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 12, 2026
COGENT STRATEGIC WEALTH LLC History No change 97,208 6,794 6.48% 6.48% 199 0 0.0% Q2 2026 Aug 11, 2026
Ferguson Johnson Wealth Management Inc History No change 96,606 6,752 4.92% 4.92% 200 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 96,061 6,714 0.11% 0.11% 201 0 0.0% Q2 2026 Jul 28, 2026
SwitchPoint Financial Planning, LLC History No change 92,368 6,456 3.73% 3.73% 202 0 0.0% Q2 2026 Aug 14, 2026
Vestment Financial LLC History No change 92,817 6,424 2.88% 2.88% 203 0 0.0% Q2 2026 Jul 24, 2026
CLARIS ADVISORS, LLC / MO / History No change 91,789 6,416 1.68% 1.68% 204 0 0.0% Q2 2026 Jul 21, 2026
Bedel Financial Consulting, Inc. History No change 90,713 6,340 0.6% 0.6% 205 0 0.0% Q2 2026 Jul 29, 2026
Greenspring Advisors, LLC History No change 90,699 6,339 0.35% 0.35% 206 0 0.0% Q2 2026 Aug 11, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 90,520 6,327 1.07% 1.07% 207 0 0.0% Q2 2026 Jul 31, 2026
Gibson Capital, LLC History No change 88,993 6,220 1.02% 1.02% 208 0 0.0% Q2 2026 Aug 13, 2026
Glassy Mountain Advisors, Inc. History No change 88,166 6,162 1.69% 1.69% 209 0 0.0% Q2 2026 Jul 31, 2026
Cherry Tree Wealth Management, LLC History No change 87,969 6,149 1.16% 1.16% 210 0 0.0% Q2 2026 Sep 15, 2026
Lionshead Wealth Management, LLC History No change 87,115 6,089 3.95% 3.95% 211 0 0.0% Q2 2026 Jul 28, 2026
WorthPointe, LLC History No change 87,024 6,082 1.53% 1.53% 212 0 0.0% Q2 2026 Jul 31, 2026
Baird Financial Group, Inc. History No change 86,953 6,078 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 85,938 6,007 0.03% 0.03% 214 0 0.0% Q2 2026 Jul 27, 2026
Burk Holdings LLC History No change 84,639 5,916 2.19% 2.19% 215 0 0.0% Q2 2026 Aug 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 84,406 5,900 1.89% 1.89% 216 0 0.0% Q2 2026 Jul 17, 2026
1900 WEALTH MANAGEMENT LLC History No change 83,906 5,865 0.33% 0.33% 217 0 0.0% Q2 2026 Aug 04, 2026
Platform Wealth Management, LLC History No change 83,404 5,829 2.13% 2.13% 218 0 0.0% Q2 2026 Aug 10, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 83,077 5,807 1.73% 1.73% 219 0 0.0% Q2 2026 Aug 04, 2026
Shearwater Capital LLC History No change 82,111 5,739 2.74% 2.74% 220 0 0.0% Q2 2026 Jul 08, 2026
Porter White Investment Advisors, Inc. History No change 81,639 5,706 2.2% 2.2% 221 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 81,546 5,700 0.03% 0.03% 222 0 0.0% Q2 2026 Jul 29, 2026
Aviance Capital Partners, LLC History No change 80,609 5,634 0.58% 0.58% 223 0 0.0% Q2 2026 Jul 30, 2026
CogentBlue Wealth Advisors, LLC History Reduced 84,613 5,621 5.23% 3.47% 224 -2,038 -2.35% Q3 2026 Oct 09, 2026
MAI Capital Management History No change 79,250 5,539 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
B&D White Capital Company, LLC History No change 77,213 5,397 0.54% 0.54% 226 0 0.0% Q2 2026 Jul 31, 2026
Bragg Financial Advisors, Inc History No change 77,148 5,392 0.14% 0.14% 227 0 0.0% Q2 2026 Aug 12, 2026
White Wing Wealth Management History No change 76,449 5,343 2.79% 2.79% 228 0 0.0% Q2 2026 Jul 08, 2026
Certified Advisory Corp History No change 76,187 5,325 0.43% 0.43% 229 0 0.0% Q2 2026 Jul 16, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 75,642 5,287 1.31% 1.31% 230 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 75,635 5,286 0.28% 0.28% 231 0 0.0% Q2 2026 Jul 29, 2026
Factor Wealth Management LTD History Reduced 79,223 5,263 0.8% 0.84% 232 -452 -0.57% Q3 2026 Oct 08, 2026
BBR PARTNERS, LLC History No change 74,672 5,219 0.24% 0.24% 233 0 0.0% Q2 2026 Aug 11, 2026
SC&H Financial Advisors, Inc. History No change 74,620 5,215 0.69% 0.69% 234 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Solutions Inc. History No change 73,270 5,121 1.94% 1.94% 235 0 0.0% Q2 2026 Jul 13, 2026
Fortitude Family Office, LLC History No change 73,148 5,113 0.99% 0.99% 236 0 0.0% Q2 2026 Jul 20, 2026
Integras Partners LLC History No change 73,026 5,104 2.82% 2.82% 237 0 0.0% Q2 2026 Jul 24, 2026
Total Clarity Wealth Management, Inc. History No change 71,642 5,007 0.97% 0.97% 238 0 0.0% Q2 2026 Jul 23, 2026
Frankly Finances, LLC History No change 71,580 5,003 3.95% 3.95% 239 0 0.0% Q2 2026 Jul 15, 2026
Evensky & Katz LLC History No change 71,295 4,984 0.26% 0.26% 240 0 0.0% Q2 2026 Jul 22, 2026
Ares Financial Consulting, LLC History No change 71,147 4,973 3.57% 3.57% 241 0 0.0% Q2 2026 Jul 09, 2026
Pacific Asset Management, LLC History No change 70,727 4,943 2.43% 2.43% 242 0 0.0% Q2 2026 Jul 27, 2026
RTD Financial Advisors, Inc. History Reduced 74,049 4,919 0.54% 0.58% 243 -1,513 -2.0% Q3 2026 Oct 09, 2026
Woodward Financial Advisors, Inc. History No change 70,151 4,903 1.64% 1.64% 244 0 0.0% Q2 2026 Aug 14, 2026
Diversified Portfolios, Inc. History No change 69,706 4,872 0.35% 0.35% 245 0 0.0% Q2 2026 Aug 04, 2026
Private Wealth Management Group, LLC History No change 69,376 4,849 1.13% 1.13% 246 0 0.0% Q2 2026 Jul 27, 2026
Level Financial Advisors History No change 69,302 4,844 1.08% 1.08% 247 0 0.0% Q2 2026 Jul 15, 2026
Hill Investment Group Partners, LLC History No change 68,978 4,821 0.49% 0.49% 248 0 0.0% Q2 2026 Aug 12, 2026
Broadhurst Jeffrey B History No change 68,950 4,819 10.25% 10.25% 249 0 0.0% Q2 2026 Aug 12, 2026
Rooted Wealth Advisors, Inc. History No change 68,695 4,801 1.18% 1.18% 250 0 0.0% Q2 2026 Jul 28, 2026
ELEVATE WEALTH ADVISORY, INC History No change 68,249 4,770 2.72% 2.72% 251 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 66,577 4,653 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 14, 2026
Passive Capital Management, LLC. History No change 76,992 4,584 1.43% 1.43% 253 0 0.0% Q2 2026 Aug 10, 2026
Belleair Asset Management, LLC History No change 64,613 4,516 3.8% 3.8% 254 0 0.0% Q2 2026 Jul 15, 2026
Steward Partners Investment Advisory, LLC History No change 63,856 4,463 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 63,378 4,430 0.13% 0.13% 256 0 0.0% Q2 2026 Jul 30, 2026
InTrack Investment Management Inc History No change 63,336 4,427 2.19% 2.19% 257 0 0.0% Q2 2026 Jul 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 62,913 4,397 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 62,861 4,393 0.19% 0.19% 259 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 61,671 4,310 0.0% 0.0% 260 0 0.0% Q2 2026 Sep 02, 2026
Burton Enright Welch History No change 60,666 4,240 0.5% 0.5% 261 0 0.0% Q2 2026 Jul 17, 2026
Vantage Point Financial LLC History No change 59,930 4,189 1.28% 1.28% 262 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 59,452 4,155 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 59,182 4,136 0.11% 0.11% 264 0 0.0% Q2 2026 Aug 04, 2026
Vistica Wealth Advisors, LLC History No change 59,060 4,128 3.57% 3.57% 265 0 0.0% Q2 2026 Jul 27, 2026
Thayer Financial, L.L.C. History No change 58,801 4,110 3.74% 3.74% 266 0 0.0% Q2 2026 Jul 08, 2026
Walsh & Associates, LLC History No change 58,493 4,088 3.34% 3.34% 267 0 0.0% Q2 2026 Jul 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 58,053 4,057 0.45% 0.45% 268 0 0.0% Q2 2026 Jul 09, 2026
BANK OF MONTREAL /CAN/ History No change 57,957 4,051 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
Live Oak Private Wealth LLC History No change 57,751 4,036 0.5% 0.5% 270 0 0.0% Q2 2026 Jul 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 57,635 4,028 0.07% 0.07% 271 0 0.0% Q2 2026 Jul 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 57,253 4,002 1.23% 1.23% 272 0 0.0% Q2 2026 Jul 29, 2026
EverSource Wealth Advisors, LLC History No change 56,377 3,940 0.13% 0.13% 273 0 0.0% Q2 2026 Jul 24, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 55,778 3,898 0.74% 0.74% 274 0 0.0% Q2 2026 Aug 07, 2026
CURIO WEALTH, LLC History No change 55,360 3,869 1.2% 1.2% 275 0 0.0% Q2 2026 Aug 07, 2026
PW ADVISORS, LLC \ FL History No change 55,190 3,857 2.57% 2.57% 276 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 55,017 3,845 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 14, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 54,521 3,811 3.12% 3.12% 278 0 0.0% Q2 2026 Jul 21, 2026
AG Asset Advisory, LLC History No change 53,783 3,759 3.04% 3.04% 279 0 0.0% Q2 2026 Aug 03, 2026
Freedom Investment Management, Inc. History No change 53,524 3,741 1.04% 1.04% 280 0 0.0% Q2 2026 Aug 10, 2026
Symmetry Partners, LLC History No change 53,496 3,739 0.19% 0.19% 281 0 0.0% Q2 2026 Jul 23, 2026
Tennessee Valley Asset Management Partners History No change 53,206 3,719 0.41% 0.41% 282 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 52,478 3,668 0.12% 0.12% 283 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 52,472 3,667 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 14, 2026
Generations Wealth, LLC History No change 52,335 3,658 3.47% 3.47% 285 0 0.0% Q2 2026 Aug 11, 2026
Kane Co Wealth Management, Inc. History No change 52,064 3,639 2.76% 2.76% 286 0 0.0% Q2 2026 Jul 28, 2026
Strategent Financial, LLC History No change 51,529 3,601 2.07% 2.07% 287 0 0.0% Q2 2026 Aug 03, 2026
Johnson Wealth Management, LLC History No change 51,250 3,582 1.52% 1.52% 288 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 50,761 3,548 0.02% 0.02% 289 0 0.0% Q2 2026 Sep 08, 2026
BluePrint Investing LLC History No change 50,462 3,527 2.64% 2.64% 290 0 0.0% Q2 2026 Jul 17, 2026
OneDigital Investment Advisors LLC History No change 50,454 3,526 0.03% 0.03% 291 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History No change 50,380 3,520 0.68% 0.68% 292 0 0.0% Q2 2026 Jul 16, 2026
Astra Wealth Partners LLC History No change 50,079 3,500 1.86% 1.86% 293 0 0.0% Q2 2026 Aug 11, 2026
Entelevest, LLC History No change 49,450 3,456 2.95% 2.95% 294 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 48,513 3,391 0.05% 0.05% 295 0 0.0% Q2 2026 Jul 15, 2026
CFS Investment Advisory Services, LLC History No change 47,719 3,320 0.22% 0.22% 296 0 0.0% Q2 2026 Jul 16, 2026
Beckerman Institutional, LLC History No change 47,386 3,312 1.58% 1.58% 297 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 46,782 3,270 0.04% 0.04% 298 0 0.0% Q2 2026 Jul 22, 2026
Sound Portfolio Advisors, LLC History No change 46,633 3,259 2.31% 2.31% 299 0 0.0% Q2 2026 Aug 06, 2026
Applied Capital LLC History No change 46,620 3,258 1.05% 1.05% 300 0 0.0% Q2 2026 Jul 21, 2026
Werba Rubin Papier Wealth Management History No change 46,508 3,250 0.39% 0.39% 301 0 0.0% Q2 2026 Jul 27, 2026
Redwood Park Advisors LLC History No change 46,201 3,229 2.12% 2.12% 302 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 45,997 3,215 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 45,908 3,208 0.33% 0.33% 304 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 45,877 3,206 0.4% 0.4% 305 0 0.0% Q2 2026 Jul 14, 2026
Aegis Wealth Management LLC History No change 45,428 3,175 1.49% 1.49% 306 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 44,061 3,079 0.34% 0.34% 307 0 0.0% Q2 2026 Jul 23, 2026
Tyche Wealth Partners LLC History No change 42,925 3,000 0.42% 0.42% 308 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 42,331 2,958 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 07, 2026
Avant Financial Advisors LLC History No change 42,149 2,946 1.83% 1.83% 310 0 0.0% Q2 2026 Jul 09, 2026
TruNorth Capital Management, LLC History No change 41,892 2,928 0.47% 0.47% 311 0 0.0% Q2 2026 Jul 23, 2026
Ponta Wealth Partners, LLC History No change 41,657 2,911 1.56% 1.56% 312 0 0.0% Q2 2026 Aug 12, 2026
Aerodigm Wealth, LLC History No change 41,577 2,906 0.98% 0.98% 313 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 41,422 2,895 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 40,343 2,819 0.48% 0.48% 315 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History No change 40,114 2,803 0.67% 0.67% 316 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 39,796 2,781 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 39,340 2,749 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 39,003 2,726 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 11, 2026
Bridgewater Advisors Inc. History No change 37,725 2,703 0.15% 0.15% 320 0 0.0% Q2 2026 Aug 05, 2026
Strathmore Capital Advisors, Inc. History No change 38,276 2,699 0.73% 0.73% 321 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 40,436 2,686 0.75% 0.83% 322 +736 1.85% Q3 2026 Oct 07, 2026
Rockefeller Capital Management L.P. History No change 38,402 2,684 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
3 FACTOR INDEXING, LLC History No change 38,183 2,668 2.26% 2.26% 324 0 0.0% Q2 2026 Jul 08, 2026
Mutual Advisors, LLC History No change 37,743 2,638 0.05% 0.05% 325 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 37,271 2,605 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 37,139 2,596 0.12% 0.12% 327 0 0.0% Q2 2026 Aug 04, 2026
Investmark Advisory Group LLC History No change 37,054 2,590 0.98% 0.98% 328 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 36,365 2,541 0.79% 0.79% 329 0 0.0% Q2 2026 Jul 30, 2026
Rockwood Wealth Management, LLC History No change 36,207 2,530 0.16% 0.16% 330 0 0.0% Q2 2026 Jul 13, 2026
Midwest Trust Co History No change 35,586 2,487 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 04, 2026
NorthCrest Asset Manangement, LLC History No change 35,853 2,481 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 15, 2026
Navigate Wealth Management, LLC History No change 35,078 2,476 1.53% 1.53% 333 0 0.0% Q2 2026 Jul 23, 2026
Long Island Wealth Management, Inc. History No change 35,343 2,470 1.02% 1.02% 334 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 35,172 2,458 0.11% 0.11% 335 0 0.0% Q2 2026 Aug 20, 2026
International Private Wealth Advisors LLC History No change 35,048 2,449 1.26% 1.26% 336 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 34,977 2,444 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 34,582 2,417 0.05% 0.05% 338 0 0.0% Q2 2026 Aug 03, 2026
marrick wealth, LLC History No change 34,550 2,415 1.71% 1.71% 339 0 0.0% Q2 2026 Jul 14, 2026
Grove Street Fiduciary, LLC History No change 34,497 2,411 1.02% 1.02% 340 0 0.0% Q2 2026 Jul 23, 2026
Abel Hall, LLC History No change 33,649 2,352 0.41% 0.41% 341 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 33,578 2,347 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 33,043 2,309 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 06, 2026
Clark Asset Management, LLC History No change 32,551 2,275 0.18% 0.18% 344 0 0.0% Q2 2026 Jul 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 32,502 2,271 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 07, 2026
Heritage Investment Group, Inc. History No change 32,227 2,252 0.3% 0.3% 346 0 0.0% Q2 2026 Jul 29, 2026
Corus Family Wealth Advisors History No change 32,066 2,241 1.54% 1.54% 347 0 0.0% Q2 2026 Jul 30, 2026
BIP Wealth, LLC History No change 32,038 2,239 0.06% 0.06% 348 0 0.0% Q2 2026 Aug 03, 2026
Cascade Financial Partners, LLC History No change 31,915 2,230 0.19% 0.19% 349 0 0.0% Q2 2026 Aug 04, 2026
LAM GROUP, INC. History No change 31,603 2,209 1.1% 1.1% 350 0 0.0% Q2 2026 Jul 10, 2026
HBE Wealth Management, LLC History No change 31,364 2,192 1.57% 1.57% 351 0 0.0% Q2 2026 Jul 13, 2026
Caprock Group, LLC History No change 31,234 2,183 0.04% 0.04% 352 0 0.0% Q2 2026 Jul 27, 2026
ARK & TLK INVESTMENTS, LLC History No change 31,223 2,182 0.54% 0.54% 353 0 0.0% Q2 2026 Jul 20, 2026
Strategic Blueprint, LLC History No change 30,881 2,158 0.11% 0.11% 354 0 0.0% Q2 2026 Jul 23, 2026
Root Financial Partners, LLC History No change 30,205 2,111 0.08% 0.08% 355 0 0.0% Q2 2026 Jul 29, 2026
Olistico Wealth, LLC History Added to 31,601 2,099 0.88% 0.93% 356 +565 1.82% Q3 2026 Oct 05, 2026
QUARRY HILL ADVISORS, LLC History No change 29,565 2,066 0.79% 0.79% 357 0 0.0% Q2 2026 Jul 27, 2026
Avior Wealth Management, LLC History No change 29,474 2,060 0.05% 0.05% 358 0 0.0% Q2 2026 Jul 07, 2026
New Dimensions Wealth Management, LLC History No change 28,924 2,021 1.53% 1.53% 359 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 28,493 1,991 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 14, 2026
True North Advisors, LLC History No change 28,257 1,975 0.19% 0.19% 361 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 27,866 1,947 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 12, 2026
Financial Synergies Wealth Advisors, Inc. History No change 27,819 1,944 0.16% 0.16% 363 0 0.0% Q2 2026 Jul 17, 2026
AMERIPRISE FINANCIAL INC History No change 27,615 1,930 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 14, 2026
POINCIANA ADVISORS GROUP, LLC History No change 27,593 1,928 1.43% 1.43% 365 0 0.0% Q2 2026 Jul 28, 2026
Lodestone Wealth Management LLC History No change 27,372 1,913 0.68% 0.68% 366 0 0.0% Q2 2026 Jul 23, 2026
CarsonAllaria Wealth Management, Ltd. History No change 26,624 1,861 0.81% 0.81% 367 0 0.0% Q2 2026 Jul 28, 2026
Legacy Financial Advisors, Inc. History No change 25,822 1,804 0.22% 0.22% 368 0 0.0% Q2 2026 Aug 05, 2026
25 LLC History No change 25,806 1,803 0.49% 0.49% 369 0 0.0% Q2 2026 Jul 28, 2026
Pandowealth. LLC History No change 25,540 1,785 1.47% 1.47% 370 0 0.0% Q2 2026 Aug 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 25,511 1,783 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 25,398 1,775 0.07% 0.07% 372 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 25,370 1,773 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
Renasant Bank History No change 25,324 1,770 1.14% 1.14% 374 0 0.0% Q2 2026 Aug 11, 2026
Meredith Wealth Planning History No change 25,177 1,759 0.42% 0.42% 375 0 0.0% Q2 2026 Jul 24, 2026
Triumph Capital Management History No change 25,110 1,755 0.32% 0.32% 376 0 0.0% Q2 2026 Jul 20, 2026
Legacy Capital Wealth Partners, LLC History No change 24,802 1,733 0.33% 0.33% 377 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 26,016 1,728 0.15% 0.16% 378 +12 0.05% Q3 2026 Oct 01, 2026
Curi Capital, LLC History No change 24,525 1,714 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 24,489 1,711 0.24% 0.24% 380 0 0.0% Q2 2026 Jul 22, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 24,360 1,702 0.92% 0.92% 381 0 0.0% Q2 2026 Jul 24, 2026
GOLDMAN SACHS GROUP INC History No change 24,333 1,700 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
55 North Private Wealth, LLC History No change 24,331 1,700 0.33% 0.33% 383 0 0.0% Q2 2026 Jul 07, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 24,142 1,687 1.18% 1.18% 384 0 0.0% Q2 2026 Jul 29, 2026
Aspirean Wealth, LLC History No change 23,728 1,658 1.54% 1.54% 385 0 0.0% Q2 2026 Aug 06, 2026
NerdWallet Wealth Partners, LLC History No change 23,466 1,640 0.57% 0.57% 386 0 0.0% Q2 2026 Jul 07, 2026
Vermillion Wealth Management, Inc. History No change 23,336 1,631 0.38% 0.38% 387 0 0.0% Q2 2026 Jul 15, 2026
Compass Advisory Group LLC History No change 23,253 1,625 0.39% 0.39% 388 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 22,975 1,605 0.58% 0.58% 389 0 0.0% Q2 2026 Aug 10, 2026
BOS Asset Management, LLC History Reduced 24,024 1,596 0.37% 0.39% 390 -75 -0.31% Q3 2026 Oct 09, 2026
Copper Harbor Investment Advisors, LLC History No change 22,662 1,584 0.34% 0.34% 391 0 0.0% Q2 2026 Jul 23, 2026
Foundation Wealth Management, LLC\PA History No change 22,543 1,575 0.48% 0.48% 392 0 0.0% Q2 2026 Jul 21, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 22,458 1,569 0.4% 0.4% 393 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 22,421 1,567 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 22,251 1,555 0.09% 0.09% 395 0 0.0% Q2 2026 Aug 07, 2026
Kondo Wealth Advisors, Inc. History No change 22,198 1,551 0.52% 0.52% 396 0 0.0% Q2 2026 Jul 21, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 22,160 1,548 0.84% 0.84% 397 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 22,051 1,541 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 05, 2026
180 WEALTH ADVISORS, LLC History No change 22,008 1,538 0.15% 0.15% 399 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL TRUST Co History No change 21,853 1,527 0.03% 0.03% 400 0 0.0% Q2 2026 Jul 31, 2026
MSA Advisors, LLC History No change 21,687 1,515 0.39% 0.39% 401 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 21,668 1,515 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 12, 2026
McGrath & Associates, Inc. History No change 21,327 1,490 1.94% 1.94% 403 0 0.0% Q2 2026 Jul 14, 2026
HARBOUR INVESTMENTS, INC. History No change 21,189 1,481 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 21,131 1,477 0.04% 0.04% 405 0 0.0% Q2 2026 Jul 27, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 22,171 1,473 0.16% 0.18% 406 -539 -2.37% Q3 2026 Oct 07, 2026
Balboa Wealth Partners History No change 21,006 1,468 0.2% 0.2% 407 0 0.0% Q2 2026 Aug 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 20,853 1,457 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 10, 2026
Capital Group Private Client Services, Inc. History No change 20,848 1,457 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 12, 2026
L.K. Benson & Company, P.C. History No change 20,280 1,417 0.43% 0.43% 410 0 0.0% Q2 2026 Jul 24, 2026
Silver Oak Advisory Group, Inc. History No change 20,257 1,415 0.56% 0.56% 411 0 0.0% Q2 2026 Jul 31, 2026
Measured Wealth Private Client Group, LLC History No change 20,187 1,411 0.34% 0.34% 412 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 20,096 1,404 0.03% 0.03% 413 0 0.0% Q2 2026 Jul 20, 2026
Black Swift Group, LLC History No change 20,000 1,398 0.2% 0.2% 414 0 0.0% Q2 2026 Aug 13, 2026
Intergy Private Wealth, LLC History No change 19,868 1,388 0.32% 0.32% 415 0 0.0% Q2 2026 Jul 17, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 19,531 1,365 0.17% 0.17% 416 0 0.0% Q2 2026 Aug 25, 2026
IHT Wealth Management, LLC History No change 19,442 1,358 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 14, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 19,288 1,348 1.11% 1.11% 418 0 0.0% Q2 2026 Jul 30, 2026
Integrity Wealth Solutions LLC History No change 19,137 1,337 0.49% 0.49% 419 0 0.0% Q2 2026 Jul 30, 2026
WILLNER & HELLER, LLC History No change 18,910 1,321 0.83% 0.83% 420 0 0.0% Q2 2026 Jul 07, 2026
Avidian Wealth Enterprises, LLC History Reduced 19,777 1,313 0.04% 0.04% 421 -1,460 -6.87% Q3 2026 Oct 08, 2026
LJI Wealth Management, LLC History No change 18,731 1,309 0.18% 0.18% 422 0 0.0% Q2 2026 Jul 31, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 18,703 1,307 0.47% 0.47% 423 0 0.0% Q2 2026 Aug 11, 2026
Petersen Hastings Wealth Advisors Inc. History No change 18,619 1,301 0.11% 0.11% 424 0 0.0% Q2 2026 Jul 17, 2026
Vannoy Advisory Group, Inc. History No change 18,292 1,278 0.72% 0.72% 425 0 0.0% Q2 2026 Jul 22, 2026
Partners in Financial Planning History No change 18,138 1,267 0.19% 0.19% 426 0 0.0% Q2 2026 Aug 10, 2026
Clear Creek Financial Management, LLC History No change 18,124 1,266 0.08% 0.08% 427 0 0.0% Q2 2026 Jul 27, 2026
Beacon Financial Advisory LLC History No change 18,090 1,264 0.25% 0.25% 428 0 0.0% Q2 2026 Aug 05, 2026
Cloud Capital Management, LLC History No change 17,915 1,251 0.46% 0.46% 429 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 17,885 1,250 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 17,788 1,243 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 17,713 1,238 0.05% 0.05% 432 0 0.0% Q2 2026 Aug 17, 2026
BetterWealth, LLC History No change 17,488 1,222 0.22% 0.22% 433 0 0.0% Q2 2026 Jul 21, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 17,402 1,216 0.51% 0.51% 434 0 0.0% Q2 2026 Aug 11, 2026
Aurelius Family Office LLC History No change 17,369 1,214 0.48% 0.48% 435 0 0.0% Q2 2026 Jul 13, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 17,319 1,210 0.14% 0.14% 436 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 17,192 1,201 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 12, 2026
Forza Wealth Management, LLC History No change 17,010 1,188 0.36% 0.36% 438 0 0.0% Q2 2026 Jul 17, 2026
WEALTHSPAN PARTNERS, LLC History No change 16,949 1,184 0.37% 0.37% 439 0 0.0% Q2 2026 Aug 06, 2026
MB Generational Wealth, LLC History No change 16,911 1,182 0.58% 0.58% 440 0 0.0% Q2 2026 Jul 31, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 16,876 1,179 0.15% 0.15% 441 0 0.0% Q2 2026 Jul 20, 2026
Axis Wealth Partners, LLC History No change 16,699 1,167 0.56% 0.56% 442 0 0.0% Q2 2026 Jul 28, 2026
Signal Advisors Wealth, LLC History No change 16,372 1,144 0.06% 0.06% 443 0 0.0% Q2 2026 Aug 04, 2026
Warwick Investment Management, Inc. History No change 16,281 1,138 0.13% 0.13% 444 0 0.0% Q2 2026 Jul 31, 2026
Roundview Capital LLC History No change 16,169 1,130 0.06% 0.06% 445 0 0.0% Q2 2026 Jul 30, 2026
Wedmont Private Capital History Added to 16,687 1,127 0.03% 0.03% 446 +8 0.05% Q3 2026 Oct 09, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 16,080 1,123 0.07% 0.07% 447 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 15,928 1,113 0.22% 0.22% 448 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 15,816 1,105 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 28, 2026
Peirce Capital Management, LLC History No change 15,757 1,101 0.4% 0.4% 450 0 0.0% Q2 2026 Jul 10, 2026
Eaton Financial Holdings Company, LLC History No change 15,338 1,072 0.29% 0.29% 451 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 15,335 1,071 0.05% 0.05% 452 0 0.0% Q2 2026 Jul 10, 2026
PFG Advisors History No change 15,335 1,071 0.05% 0.05% 453 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisors, LLC History No change 14,867 1,039 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 14,731 1,029 0.13% 0.13% 455 0 0.0% Q2 2026 Jul 10, 2026
Falcon Wealth Planning History No change 14,516 1,014 0.06% 0.06% 456 0 0.0% Q2 2026 Jul 13, 2026
Janney Montgomery Scott LLC History No change 14,171 991 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 14,142 988 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 14,136 988 0.09% 0.09% 459 0 0.0% Q2 2026 Aug 07, 2026
Nautilus Advisors LLC History Reduced 14,785 982 0.59% 0.61% 460 -187 -1.25% Q3 2026 Oct 06, 2026
Keebeck Wealth Management History No change 14,040 981 0.1% 0.1% 461 0 0.0% Q2 2026 Aug 11, 2026
Safeguard Investment Advisory Group, LLC History No change 13,941 974 0.22% 0.22% 462 0 0.0% Q2 2026 Aug 13, 2026
Stone Summit Wealth LLC History No change 13,946 974 0.25% 0.25% 463 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 13,899 971 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Bancorp, Inc. History No change 13,891 970 0.25% 0.25% 465 0 0.0% Q2 2026 Jul 28, 2026
Good Harbor Advisors, Inc. History No change 13,561 947 0.93% 0.93% 466 0 0.0% Q2 2026 Jul 17, 2026
Concentrum Wealth Management History No change 13,462 940 0.22% 0.22% 467 0 0.0% Q2 2026 Aug 06, 2026
Dakota Wealth Management History No change 13,398 936 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 07, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 13,178 921 0.75% 0.75% 469 0 0.0% Q2 2026 Aug 05, 2026
Berger Financial Group, Inc History No change 13,166 920 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 04, 2026
Chicago Partners Investment Group LLC History No change 13,069 913 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 29, 2026
SageView Advisory Group, LLC History No change 13,044 911 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 10, 2026
Range Advisory, LLC History No change 12,965 906 0.11% 0.11% 473 0 0.0% Q2 2026 Sep 02, 2026
Prudent Man Investment Management, Inc. History No change 15,118 900 0.31% 0.31% 474 0 0.0% Q2 2026 Jul 28, 2026
J. Derek Lewis & Associates Inc. History No change 12,883 900 0.17% 0.17% 475 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 12,890 900 0.28% 0.28% 476 0 0.0% Q2 2026 Aug 14, 2026
Donalies Financial Planning, LLC History No change 12,825 896 0.66% 0.66% 477 0 0.0% Q2 2026 Aug 06, 2026
BCR Wealth Strategies, LLC History No change 12,802 894 0.25% 0.25% 478 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 12,547 877 0.04% 0.04% 479 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 12,373 864 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 12, 2026
Financial Symmetry Inc History Added to 12,992 863 0.28% 0.3% 481 +3 0.02% Q3 2026 Oct 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 12,293 859 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 12,251 856 0.04% 0.04% 483 0 0.0% Q2 2026 Aug 14, 2026
WoodTrust Financial Corp History No change 12,851 854 0.1% 0.11% 484 0 0.0% Q3 2026 Oct 09, 2026
Institute for Wealth Management, LLC. History No change 12,199 852 0.08% 0.08% 485 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 12,089 845 0.01% 0.01% 486 0 0.0% Q2 2026 Jul 31, 2026
American Capital Advisory, LLC History No change 12,094 845 0.31% 0.31% 487 0 0.0% Q2 2026 Jul 28, 2026
WASHINGTON TRUST Co History No change 11,993 838 0.03% 0.03% 488 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 11,858 828 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 27, 2026
NCM Capital Management, LLC History No change 11,774 823 0.25% 0.25% 490 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 11,767 822 0.02% 0.02% 491 0 0.0% Q2 2026 Jul 07, 2026
Westmount Partners, LLC History No change 11,656 814 0.18% 0.18% 492 0 0.0% Q2 2026 Jul 07, 2026
&PARTNERS History No change 11,635 813 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 14, 2026
Stratos Investment Management, LLC History No change 11,622 812 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 11, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 11,607 811 0.04% 0.04% 495 0 0.0% Q2 2026 Sep 11, 2026
Trailhead Planners LLC History No change 11,476 802 0.78% 0.78% 496 0 0.0% Q2 2026 Aug 06, 2026
Vilga Financial Planning LLC History No change 11,970 795 0.47% 0.63% 497 0 0.0% Q3 2026 Oct 08, 2026
BDFS Capital LLC History No change 11,378 795 0.35% 0.35% 498 0 0.0% Q2 2026 Jul 15, 2026
Lido Advisors, LLC History No change 11,328 791 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 11,314 790 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 15, 2026
Shira Ridge Wealth Management History Reduced 11,831 786 0.27% 0.32% 501 -1,173 -9.02% Q3 2026 Oct 08, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 11,787 783 0.01% 0.01% 502 0 0.0% Q3 2026 Oct 05, 2026
Parkside Financial Bank & Trust History No change 11,111 776 0.05% 0.05% 503 0 0.0% Q2 2026 Sep 04, 2026
GenTrust, LLC History No change 11,082 774 0.03% 0.03% 504 0 0.0% Q2 2026 Aug 06, 2026
Cascade Wealth Advisors, Inc History No change 10,748 773 0.31% 0.31% 505 0 0.0% Q2 2026 Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 10,766 752 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 15, 2026
Approach Retirement Advisors, LLC History No change 10,703 748 0.54% 0.54% 507 0 0.0% Q2 2026 Jul 15, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 10,669 745 0.01% 0.01% 508 0 0.0% Q2 2026 Sep 23, 2026
Strategic Financial Services, Inc. History No change 10,658 744 0.03% 0.03% 509 0 0.0% Q2 2026 Aug 24, 2026
Focus Financial Network, Inc. History No change 10,623 742 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 09, 2026
CPA Asset Management Group, LLC History No change 10,586 739 0.21% 0.21% 511 0 0.0% Q2 2026 Jul 09, 2026
Rollins Financial Advisors, LLC History No change 10,525 735 0.1% 0.1% 512 0 0.0% Q2 2026 Aug 04, 2026
Wealth Management Strategies, Inc. History No change 10,445 730 0.29% 0.29% 513 0 0.0% Q2 2026 Aug 17, 2026
AlphaCore Capital LLC History No change 10,425 728 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 10,358 724 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 17, 2026
Liberty Capital Management, Inc. History No change 10,305 720 0.12% 0.12% 516 0 0.0% Q2 2026 Jul 17, 2026
McGlone Suttner Wealth Management, Inc. History No change 10,183 711 0.08% 0.08% 517 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 10,169 710 0.04% 0.04% 518 0 0.0% Q2 2026 Aug 14, 2026
MASECO LLP History No change 10,140 708 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 05, 2026
M Holdings Securities, Inc. History No change 10,097 703 0.1% 0.1% 520 0 0.0% Q2 2026 Aug 11, 2026
Berkeley, Inc History No change 10,028 700 0.22% 0.22% 521 0 0.0% Q2 2026 Jul 24, 2026
Nicholas Hoffman & Company, LLC. History No change 9,888 691 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 04, 2026
RAM Investment Partners, LLC History No change 9,732 680 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 9,412 677 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 9,665 675 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 03, 2026
Arista Wealth Management, LLC History No change 9,636 673 0.07% 0.07% 526 0 0.0% Q2 2026 Jul 08, 2026
Diversify Advisory Services, LLC History No change 9,480 670 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 9,480 670 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,576 668 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 9,470 661 0.02% 0.02% 530 0 0.0% Q2 2026 Jul 14, 2026
Empower Advisory Group, LLC History No change 9,421 658 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 12, 2026
Mullaney, Keating & Wright, Inc. History No change 9,358 654 0.32% 0.32% 532 0 0.0% Q2 2026 Jul 14, 2026
Mission Financial Group, LLC History No change 9,309 650 0.54% 0.54% 533 0 0.0% Q2 2026 Aug 12, 2026
SIMON QUICK ADVISORS, LLC History No change 9,266 647 0.03% 0.03% 534 0 0.0% Q2 2026 Jul 28, 2026
Mesirow Financial Investment Management, Inc. History No change 9,209 643 0.01% 0.01% 535 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 9,191 642 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 28, 2026
TENET WEALTH PARTNERS, LLC History No change 9,085 642 0.48% 0.48% 537 0 0.0% Q2 2026 Aug 07, 2026
Secure Asset Management, LLC History No change 9,100 636 0.09% 0.09% 538 0 0.0% Q2 2026 Jul 15, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 9,033 631 0.11% 0.11% 539 0 0.0% Q2 2026 Aug 04, 2026
Accurate Wealth Management, LLC History No change 8,918 621 0.06% 0.06% 540 0 0.0% Q2 2026 Jul 14, 2026
Geneos Wealth Management Inc. History No change 8,789 614 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 8,705 608 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 13, 2026
High Probability Advisors, LLC History No change 8,672 606 0.06% 0.06% 543 0 0.0% Q2 2026 Jul 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 8,626 602 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 10, 2026
Painted Porch Advisors LLC History No change 8,620 602 0.26% 0.26% 545 0 0.0% Q2 2026 Jul 24, 2026
Fort Point Capital Partners LLC History No change 8,534 596 0.04% 0.04% 546 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 8,491 593 0.08% 0.08% 547 0 0.0% Q2 2026 Aug 13, 2026
ALKEME WEALTH, LLC History Added to 8,784 583 0.22% 0.23% 548 +32 0.37% Q3 2026 Oct 07, 2026
NWK Group, Inc. History No change 8,329 582 0.18% 0.18% 549 0 0.0% Q2 2026 Aug 10, 2026
Laird Norton Wetherby Trust Company, LLC History No change 8,317 581 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 8,314 581 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 11, 2026
Monument Group Wealth Advisors, LLC History No change 8,311 580 0.28% 0.28% 552 0 0.0% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History No change 8,255 577 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 8,255 577 0.06% 0.06% 554 0 0.0% Q2 2026 Jul 31, 2026
Composition Wealth, LLC History No change 8,250 576 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 22, 2026
Five Oceans Advisors History No change 8,230 575 0.18% 0.18% 556 0 0.0% Q2 2026 Jul 15, 2026
West Wealth Group, LLC History No change 8,160 570 0.09% 0.09% 557 0 0.0% Q2 2026 Aug 06, 2026
Sand Hill Global Advisors, LLC History No change 8,128 568 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History No change 8,117 567 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 29, 2026
Nalls Sherbakoff Group, LLC History No change 8,074 564 0.4% 0.4% 560 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 8,061 563 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 7,967 556 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 7,938 554 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 28, 2026
Clayton Financial Group LLC History No change 7,939 554 0.31% 0.31% 564 0 0.0% Q2 2026 Jul 20, 2026
Madison Wealth Partners, Inc History No change 7,867 549 0.07% 0.07% 565 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 7,724 539 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 31, 2026
Valmark Advisers, Inc. History No change 7,705 538 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 7,558 528 0.05% 0.05% 568 0 0.0% Q2 2026 Jul 24, 2026
Addison Advisors LLC History No change 7,554 528 0.25% 0.25% 569 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 7,485 523 0.04% 0.04% 570 0 0.0% Q2 2026 Jul 28, 2026
OKABENA INVESTMENT SERVICES INC History No change 7,423 518 0.09% 0.09% 571 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 7,406 517 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 7,383 516 0.02% 0.02% 573 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 7,305 510 0.02% 0.02% 574 0 0.0% Q2 2026 Aug 13, 2026
Old Peak Finance LLC History No change 7,304 510 0.25% 0.25% 575 0 0.0% Q2 2026 Aug 03, 2026
Greenline Partners, LLC History No change 7,281 508 0.05% 0.05% 576 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 7,279 508 0.06% 0.06% 577 0 0.0% Q2 2026 Aug 11, 2026
Triad Wealth Partners, LLC History No change 7,095 508 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 10, 2026
STEVENS CAPITAL PARTNERS History No change 7,251 506 0.1% 0.1% 579 0 0.0% Q2 2026 Aug 07, 2026
Wick Capital Partners, LLC History No change 7,174 501 0.08% 0.08% 580 0 0.0% Q2 2026 Aug 14, 2026
Ridgewood Investments LLC History Added to 7,528 500 0.18% 0.2% 581 +15 0.2% Q3 2026 Oct 05, 2026
DBK Financial Counsel, LLC History No change 7,150 499 0.42% 0.42% 582 0 0.0% Q2 2026 Jul 21, 2026
M.E. ALLISON & CO., INC. History Added to 7,451 495 0.28% 0.3% 583 +3 0.04% Q3 2026 Oct 08, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 7,000 489 0.02% 0.02% 584 0 0.0% Q2 2026 Jul 21, 2026
Merited Wealth, LLC History No change 7,000 489 0.35% 0.35% 585 0 0.0% Q2 2026 Aug 14, 2026
Lee Financial Co History No change 6,969 487 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 22, 2026
Vestmark Advisory Solutions, Inc. History No change 6,947 485 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,947 485 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 12, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 6,942 485 0.36% 0.36% 589 0 0.0% Q2 2026 Jul 30, 2026
STOLZ & ASSOCIATES, PS History No change 6,893 481 0.3% 0.3% 590 0 0.0% Q2 2026 Jul 29, 2026
Parkside Investments, LLC History No change 6,881 480 0.05% 0.05% 591 0 0.0% Q2 2026 Jul 13, 2026
Bank of New York Mellon Corp History No change 6,797 475 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 06, 2026
Oakworth Capital, Inc. History No change 6,799 475 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 22, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 6,748 471 0.09% 0.09% 594 0 0.0% Q2 2026 Jul 23, 2026
W1M Asset Management Ltd History No change 6,734 470 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 12, 2026
Busey Bank History No change 6,700 468 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 13, 2026
Murphy Pohlad Asset Management LLC History No change 6,693 467 0.16% 0.16% 597 0 0.0% Q2 2026 Jul 21, 2026
Prospera Financial Services Inc History No change 6,673 466 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 15, 2026
Well Done, LLC History No change 6,623 462 0.06% 0.06% 599 0 0.0% Q2 2026 Jul 24, 2026
Geometric Wealth Advisors History No change 6,522 455 0.05% 0.05% 600 0 0.0% Q2 2026 Aug 11, 2026
Fortis Advisors, LLC History No change 6,403 447 0.21% 0.21% 601 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 6,377 445 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 6,360 444 0.07% 0.07% 603 0 0.0% Q2 2026 Jul 30, 2026
BROWN ADVISORY INC History No change 6,316 441 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 14, 2026
First Financial Group Corp History No change 6,300 440 0.32% 0.32% 605 0 0.0% Q2 2026 Jul 15, 2026
FIRST MANHATTAN CO. LLC. History No change 6,281 439 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 6,266 437 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 11, 2026
STAGE HARBOR FINANCIAL, LLC History No change 6,263 437 0.25% 0.25% 608 0 0.0% Q2 2026 Aug 07, 2026
Vertex Planning Partners, LLC History No change 6,250 436 0.06% 0.06% 609 0 0.0% Q2 2026 Aug 14, 2026
Keener Financial Planning LLC History No change 6,225 435 0.16% 0.16% 610 0 0.0% Q2 2026 Jul 31, 2026
MBM WEALTH CONSULTANTS, LLC History No change 6,189 432 0.08% 0.08% 611 0 0.0% Q2 2026 Jul 24, 2026
BCO Wealth Management LLC History No change 6,184 432 0.24% 0.24% 612 0 0.0% Q2 2026 Jul 14, 2026
HTG Investment Advisors, Inc. History No change 6,118 427 0.11% 0.11% 613 0 0.0% Q2 2026 Aug 06, 2026
St. Louis Trust Co History No change 6,762 421 0.05% 0.05% 614 0 0.0% Q2 2026 Jul 30, 2026
Lansing Street Advisors History No change 6,026 421 0.09% 0.09% 615 0 0.0% Q2 2026 Jul 24, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 6,001 419 0.06% 0.06% 616 0 0.0% Q2 2026 Jul 20, 2026
Brookwood Investment Group LLC History No change 6,007 419 0.05% 0.05% 617 0 0.0% Q2 2026 Jul 23, 2026
Syverson Strege & Co History No change 5,942 415 0.09% 0.09% 618 0 0.0% Q2 2026 Aug 06, 2026
Sequent Asset Management, LLC History No change 5,932 414 0.17% 0.17% 619 0 0.0% Q2 2026 Jul 21, 2026
NWAM LLC History No change 5,852 409 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 23, 2026
WMG Financial Advisors, LLC History No change 5,851 408 0.15% 0.15% 621 0 0.0% Q2 2026 Jul 23, 2026
Wealth Advisors Northwest LLC History No change 5,824 407 0.14% 0.14% 622 0 0.0% Q2 2026 Jul 14, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 5,814 406 0.23% 0.23% 623 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 5,794 405 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 5,747 401 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,720 399 0.03% 0.03% 626 0 0.0% Q2 2026 Aug 04, 2026
Vision Capital Management, Inc. History No change 5,699 398 0.05% 0.05% 627 0 0.0% Q2 2026 Aug 10, 2026
Everest Financial Group LLC History No change 5,692 397 0.05% 0.05% 628 0 0.0% Q2 2026 Aug 10, 2026
Verus Financial Partners, Inc. History No change 5,678 396 0.03% 0.03% 629 0 0.0% Q2 2026 Jul 21, 2026
HANOVER ADVISORS INC History No change 5,595 391 0.14% 0.14% 630 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 5,544 387 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 03, 2026
Yoder Wealth Management, Inc. History No change 5,541 387 0.15% 0.15% 632 0 0.0% Q2 2026 Jul 22, 2026
TWO SIGMA SECURITIES, LLC History No change 5,511 385 0.03% 0.03% 633 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,514 385 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,506 384 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 11, 2026
AMARILLO NATIONAL BANK History No change 5,455 381 0.06% 0.06% 636 0 0.0% Q2 2026 Jul 15, 2026
Discipline Wealth Solutions, LLC History No change 5,464 381 0.03% 0.03% 637 0 0.0% Q2 2026 Jul 21, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 5,658 375 0.08% 0.08% 638 0 0.0% Q3 2026 Oct 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,324 371 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 10, 2026
Goldstein Advisors, LLC History No change 5,310 371 0.03% 0.03% 640 0 0.0% Q2 2026 Jul 20, 2026
Oath Planning, LLC History No change 5,301 370 0.27% 0.27% 641 0 0.0% Q2 2026 Jul 24, 2026
Accredited Investors Inc. History No change 5,283 369 0.02% 0.02% 642 0 0.0% Q2 2026 Jul 21, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 5,288 369 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 5,501 365 0.01% 0.01% 644 +1 0.02% Q3 2026 Oct 07, 2026
Hudock, Inc. History No change 5,220 364 0.05% 0.05% 645 0 0.0% Q2 2026 Jul 31, 2026
Mustard Seed Financial, LLC History No change 5,204 363 0.19% 0.19% 646 0 0.0% Q2 2026 Aug 05, 2026
Hartmann Taylor Wealth Management, LLC History No change 5,819 363 0.24% 0.24% 647 0 0.0% Q2 2026 Jul 28, 2026
PEAVINE CAPITAL, LLC History No change 5,188 362 0.08% 0.08% 648 0 0.0% Q2 2026 Jul 22, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 5,082 359 0.19% 0.19% 649 0 0.0% Q2 2026 Aug 07, 2026
FinDec Wealth Services, Inc. History No change 5,132 358 0.42% 0.42% 650 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 5,039 352 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 5,039 352 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 11, 2026
Moss Adams Wealth Advisors LLC History No change 5,039 352 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 27, 2026
Towneley Capital Management, Inc / DE History Added to 5,295 351 0.07% 0.07% 654 +19 0.36% Q3 2026 Oct 09, 2026
Bannerstone Capital Management, LLC History No change 5,016 350 0.29% 0.29% 655 0 0.0% Q2 2026 Jul 31, 2026
McCartney Wealth Management LLC History No change 4,978 347 0.26% 0.26% 656 0 0.0% Q2 2026 Aug 03, 2026
Tranquility Partners, LLC History No change 4,947 345 0.12% 0.12% 657 0 0.0% Q2 2026 Jul 23, 2026
Corundum Group, Inc. History No change 4,908 343 0.1% 0.1% 658 0 0.0% Q2 2026 Aug 07, 2026
CATHY PARETO & ASSOCIATES, INC History No change 4,908 343 0.2% 0.2% 659 0 0.0% Q2 2026 Jul 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,872 340 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 07, 2026
Disciplined Investors, L.L.C. History No change 4,852 339 0.17% 0.17% 661 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 4,847 338 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Group, LLC / MO History No change 4,843 338 0.22% 0.22% 663 0 0.0% Q2 2026 Jul 24, 2026
North Capital, Inc. History No change 4,818 336 0.25% 0.25% 664 0 0.0% Q2 2026 Jul 14, 2026
Smith Partners Wealth Management, LLC History No change 4,802 335 0.27% 0.27% 665 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 4,750 332 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,704 328 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 12, 2026
Clarity Capital Advisors, LLC History No change 4,697 328 0.14% 0.14% 668 0 0.0% Q2 2026 Jul 13, 2026
Gryphon Financial Partners LLC History No change 4,686 327 0.03% 0.03% 669 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 4,650 325 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 28, 2026
HUNTINGTON NATIONAL BANK History No change 4,646 324 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 13, 2026
Third View Private Wealth, LLC History No change 4,638 324 0.04% 0.04% 672 0 0.0% Q2 2026 Jul 27, 2026
Significant Wealth Partners LLC History No change 4,611 322 0.35% 0.35% 673 0 0.0% Q2 2026 Jul 14, 2026
AlphaStar Capital Management, LLC History No change 4,585 320 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 30, 2026
Oder Investment Management, LLC History No change 4,435 310 0.21% 0.21% 675 0 0.0% Q2 2026 Aug 11, 2026
Destination Wealth Management History No change 4,428 309 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 4,380 306 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 09, 2026
Woodside Wealth Management LLC History No change 4,320 301 0.21% 0.21% 678 0 0.0% Q2 2026 Jul 24, 2026
GeoWealth Management, LLC History No change 4,297 300 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 30, 2026
Vident Advisory, LLC History No change 4,296 300 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 12, 2026
Ellenbecker Investment Group History No change 4,287 299 0.03% 0.03% 681 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 4,272 298 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 11, 2026
Kovack Advisors, Inc. History No change 4,277 298 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 4,200 293 0.05% 0.05% 684 0 0.0% Q2 2026 Jul 24, 2026
Washington Trust Advisors, Inc. History No change 4,150 290 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 29, 2026
Crescent Grove Advisors, LLC History No change 4,144 289 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 10, 2026
Flagstone Financial Management History No change 4,113 287 0.06% 0.06% 687 0 0.0% Q2 2026 Jul 21, 2026
SilverOak Wealth Management LLC History No change 4,094 286 0.04% 0.04% 688 0 0.0% Q2 2026 Jul 29, 2026
World Investment Advisors History No change 4,576 285 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 13, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 4,084 285 0.05% 0.05% 690 0 0.0% Q2 2026 Jul 21, 2026
Mokosak Advisory Group, LLC History No change 4,066 284 0.06% 0.06% 691 0 0.0% Q2 2026 Aug 03, 2026
Indivisible Partners History No change 4,054 283 0.02% 0.02% 692 0 0.0% Q2 2026 Aug 04, 2026
HEFFERNAN ADVISORY, INC History No change 4,029 281 0.24% 0.24% 693 0 0.0% Q2 2026 Jul 21, 2026
CGN Advisors LLC History No change 4,025 281 0.02% 0.02% 694 0 0.0% Q2 2026 Jul 06, 2026
Pinnacle Financial Group, LLC / IL History No change 4,021 281 0.07% 0.07% 695 0 0.0% Q2 2026 Jul 30, 2026
Core Wealth Management, Inc. History No change 4,025 281 0.08% 0.08% 696 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 4,004 279 0.0% 0.0% 697 0 0.0% Q2 2026 Sep 23, 2026
D'Orazio & Associates, Inc. History No change 3,983 278 0.03% 0.03% 698 0 0.0% Q2 2026 Jul 28, 2026
Robinswood Financial LLC History No change 3,982 278 0.08% 0.08% 699 0 0.0% Q2 2026 Jul 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,969 277 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 03, 2026
Nova R Wealth, Inc. History No change 3,963 276 0.08% 0.08% 701 0 0.0% Q2 2026 Jul 17, 2026
Trexquant Investment LP History No change 3,921 274 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 14, 2026
GENTRY PRIVATE WEALTH, LLC History No change 3,900 272 0.14% 0.14% 703 0 0.0% Q2 2026 Aug 05, 2026
GDS Wealth Management History No change 3,881 271 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 13, 2026
FF Advisors,LLC History No change 3,868 270 0.1% 0.1% 705 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History No change 3,827 267 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 4,000 267 0.08% 0.08% 707 0 0.0% Q3 2026 Oct 08, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,800 266 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 29, 2026
Cypress Point Wealth Management, LLC History No change 3,817 266 0.05% 0.05% 709 0 0.0% Q2 2026 Jul 17, 2026
Private Advisory Group LLC History No change 3,734 261 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 06, 2026
Fermata Advisors, LLC History No change 3,740 261 0.05% 0.05% 711 0 0.0% Q2 2026 Jul 07, 2026
Granite Bay Wealth Management, LLC History No change 3,717 260 0.02% 0.02% 712 0 0.0% Q2 2026 Aug 14, 2026
FFT WEALTH MANAGEMENT LLC History No change 3,709 259 0.04% 0.04% 713 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 3,718 259 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 14, 2026
GoalVest Advisory LLC History No change 3,900 259 0.04% 0.05% 715 0 0.0% Q3 2026 Oct 02, 2026
Prism Planning Partners LLC History No change 3,692 258 0.27% 0.27% 716 0 0.0% Q2 2026 Jul 23, 2026
PDS Planning, Inc History No change 3,654 255 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 05, 2026
Americana Partners, LLC History No change 3,640 254 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 05, 2026
Waterloo Capital, L.P. History No change 3,611 252 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 29, 2026
Frazier Financial Advisors, LLC History No change 3,615 252 0.13% 0.13% 720 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 3,576 249 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 15, 2026
Ironwood Financial, llc History No change 3,578 249 0.04% 0.04% 722 0 0.0% Q2 2026 Jul 17, 2026
Integrity Investment Advisors, LLC History No change 3,524 246 0.11% 0.11% 723 0 0.0% Q2 2026 Jul 21, 2026
Avantax Planning Partners, Inc. History No change 3,479 243 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 3,481 243 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 14, 2026
Two West Capital Advisors LLC History No change 3,475 243 0.12% 0.12% 726 0 0.0% Q2 2026 Jul 22, 2026
Caldwell Trust Co History No change 3,471 242 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 03, 2026
SJS Investment Consulting Inc. History No change 3,336 233 0.03% 0.03% 728 0 0.0% Q2 2026 Jul 22, 2026
Register Financial Advisors LLC History No change 3,342 233 0.07% 0.07% 729 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 3,347 233 0.02% 0.02% 730 0 0.0% Q2 2026 Aug 14, 2026
Align Financial, LLC History No change 3,342 233 0.12% 0.12% 731 0 0.0% Q2 2026 Jul 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3,323 232 0.03% 0.03% 732 0 0.0% Q2 2026 Jul 27, 2026
Canal Capital Management, LLC History No change 3,330 232 0.03% 0.03% 733 0 0.0% Q2 2026 Jul 28, 2026
Weil Company, Inc. History No change 3,312 231 0.04% 0.04% 734 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 3,302 230 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 10, 2026
Elmwood Wealth Management, Inc. History No change 3,296 230 0.06% 0.06% 736 0 0.0% Q2 2026 Jul 07, 2026
Balanced Rock Investment Advisors LLC History No change 3,304 230 0.14% 0.14% 737 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 3,286 229 0.09% 0.09% 738 0 0.0% Q2 2026 Aug 11, 2026
One Day In July LLC History No change 3,277 229 0.02% 0.02% 739 0 0.0% Q2 2026 Aug 03, 2026
Novak & Powell Financial Services, Inc. History No change 3,290 229 0.11% 0.11% 740 0 0.0% Q2 2026 Aug 11, 2026
Marble Wealth, LLC History No change 3,271 228 0.03% 0.03% 741 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 3,261 227 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 21, 2026
WestHill Financial Advisors, Inc. History No change 3,261 227 0.04% 0.04% 743 0 0.0% Q2 2026 Jul 21, 2026
SAGE RHINO CAPITAL LLC History No change 3,254 227 0.04% 0.04% 744 0 0.0% Q2 2026 Aug 03, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,237 226 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 07, 2026
Signature Equity Partners, LLC History No change 3,216 224 0.1% 0.1% 746 0 0.0% Q2 2026 Jul 30, 2026
Sterling Financial Planning, Inc. History No change 3,194 223 0.06% 0.06% 747 0 0.0% Q2 2026 Aug 11, 2026
Financial Concepts Unlimited, Inc. History No change 3,204 223 0.17% 0.17% 748 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 3,186 222 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 3,175 221 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,123 218 0.01% 0.01% 751 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History No change 3,106 217 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 14, 2026
Winter & Associates, Inc. History No change 3,109 217 0.16% 0.16% 753 0 0.0% Q2 2026 Jul 09, 2026
Shepherd Financial Partners LLC History No change 3,079 215 0.02% 0.02% 754 0 0.0% Q2 2026 Aug 10, 2026
USAdvisors Wealth Management, LLC History No change 3,085 215 0.06% 0.06% 755 0 0.0% Q2 2026 Jul 29, 2026
GEM Asset Management, LLC History No change 3,082 215 0.08% 0.08% 756 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL SECURITIES, INC. History No change 3,071 214 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 04, 2026
WJ Financial Advisors LLC History No change 3,074 214 0.16% 0.16% 758 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST BANK History No change 3,026 211 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 05, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 3,022 211 0.06% 0.06% 760 0 0.0% Q2 2026 Jul 31, 2026
Destiny Wealth Partners, LLC History No change 2,976 210 0.03% 0.03% 761 0 0.0% Q2 2026 Aug 07, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,000 209 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 07, 2026
Invariant Investment Management History No change 3,090 209 0.12% 0.13% 763 0 0.0% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 2,987 208 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 13, 2026
Financial Security Advisor, Inc. History No change 2,988 208 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 11, 2026
Odyssey Group, LLC History No change 2,971 207 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 2,959 206 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 23, 2026
Accretive Wealth Partners, LLC History No change 2,951 206 0.05% 0.05% 768 0 0.0% Q2 2026 Jul 29, 2026
Grey Fox Wealth Advisors, LLC History No change 2,960 206 0.03% 0.03% 769 0 0.0% Q2 2026 Jul 17, 2026
McAdam, LLC History No change 2,930 204 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 04, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 2,912 203 0.15% 0.15% 771 0 0.0% Q2 2026 Jul 30, 2026
MJP ASSOCIATES INC /ADV History No change 2,890 202 0.02% 0.02% 772 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 2,890 202 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 05, 2026
tru Independence LLC History No change 2,896 202 0.09% 0.09% 774 0 0.0% Q2 2026 Aug 10, 2026
Fifth Third Wealth Advisors LLC History No change 2,902 202 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 17, 2026
E-Wealth Partners, LLC History No change 2,890 202 0.15% 0.15% 776 0 0.0% Q2 2026 Aug 17, 2026
Fairvoy Private Wealth, LLC History No change 2,874 200 0.04% 0.04% 777 0 0.0% Q2 2026 Jul 17, 2026
Hurley Capital, LLC History No change 2,782 194 0.1% 0.1% 778 0 0.0% Q2 2026 Aug 10, 2026
PROSPERITY BANCSHARES INC History No change 2,733 191 0.12% 0.12% 779 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 2,714 189 0.04% 0.04% 780 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 2,500 174 0.02% 0.02% 781 0 0.0% Q2 2026 Jul 16, 2026
Forum Finance Group S.A. History No change 3,070 173 0.06% 0.06% 782 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 2,449 172 0.03% 0.03% 783 0 0.0% Q2 2026 Aug 04, 2026
MOTCO History No change 2,352 164 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 31, 2026
Abound Wealth Management History No change 2,303 160 0.03% 0.03% 785 0 0.0% Q2 2026 Jul 10, 2026
Clearstead Advisors, LLC History No change 2,182 152 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,132 149 0.03% 0.03% 787 0 0.0% Q2 2026 Jul 17, 2026
Investors Research Corp History No change 2,238 148 0.03% 0.03% 788 0 0.0% Q3 2026 Oct 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 2,115 147 0.06% 0.06% 789 0 0.0% Q2 2026 Aug 11, 2026
BankChampaign, National Association History No change 2,063 144 0.11% 0.11% 790 0 0.0% Q2 2026 Jul 23, 2026
HOWE & RUSLING INC History No change 2,047 143 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 2,054 143 0.02% 0.02% 792 0 0.0% Q2 2026 Aug 05, 2026
S.A. Mason LLC History No change 2,029 141 0.04% 0.04% 793 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisory Services, LLC History No change 1,935 135 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,442 101 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 1,401 97 0.02% 0.02% 796 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,383 96 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 1,337 93 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 1,329 92 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 27, 2026
Providence Capital Advisors, LLC History No change 1,329 92 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 11, 2026
ALBION FINANCIAL GROUP /UT History No change 1,301 90 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 22, 2026
Center for Financial Planning, Inc. History No change 1,300 90 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 21, 2026
JPL Wealth Management, LLC History No change 1,272 88 0.02% 0.02% 803 0 0.0% Q2 2026 Aug 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,233 86 0.05% 0.05% 804 0 0.0% Q2 2026 Jul 21, 2026
SITTNER & NELSON, LLC History No change 1,213 84 0.03% 0.03% 805 0 0.0% Q2 2026 Aug 07, 2026
Retirement Wealth Solutions LLC History No change 1,237 82 0.04% 0.05% 806 0 0.0% Q3 2026 Oct 07, 2026
Parallel Advisors, LLC History No change 1,166 81 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 05, 2026
John A. Wolfe & Associates, Inc. History No change 1,167 81 0.11% 0.11% 808 0 0.0% Q2 2026 Jul 29, 2026
Trifecta Capital Advisors, LLC History No change 1,116 78 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 03, 2026
CDKV HOLDINGS LLC History No change 1,062 74 0.06% 0.06% 810 0 0.0% Q2 2026 Jul 30, 2026
Global Trust Asset Management, LLC History No change 1,000 69 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 03, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 976 68 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 11, 2026
Downshift Financial, LLC History No change 947 66 0.03% 0.03% 813 0 0.0% Q2 2026 Aug 12, 2026
CGC Financial Services, LLC History No change 942 65 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 13, 2026
VANGUARD ADVISERS INC History No change 868 60 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 852 59 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 832 58 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 14, 2026
Timmons Wealth Management, LLC History No change 834 58 0.04% 0.04% 818 0 0.0% Q2 2026 Aug 07, 2026
PETERSON WEALTH MANAGEMENT History No change 818 57 0.03% 0.03% 819 0 0.0% Q2 2026 Jul 30, 2026
Centennial Bank/AR/ History No change 806 56 0.02% 0.02% 820 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 749 52 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 24, 2026
STEPH & CO History No change 711 47 0.01% 0.01% 822 0 0.0% Q3 2026 Oct 07, 2026
Tradewinds Capital Management, LLC History No change 617 43 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 23, 2026
Mascoma Wealth Management LLC History No change 575 40 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 520 36 0.01% 0.01% 825 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 497 34 0.0% 0.0% 826 0 0.0% Q2 2026 Jul 16, 2026
Rossby Financial, LCC History No change 490 34 0.01% 0.01% 827 0 0.0% Q2 2026 Aug 04, 2026
Qube Research & Technologies Ltd History No change 475 33 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 444 31 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 10, 2026
CoreFirst Bank & Trust History No change 443 30 0.01% 0.01% 830 0 0.0% Q2 2026 Aug 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 398 27 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 27, 2026
United Community Bank History No change 377 26 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 13, 2026
Transce3nd, LLC History No change 367 25 0.22% 0.22% 833 0 0.0% Q2 2026 Jul 24, 2026
Community Financial Services Group, LLC History No change 357 24 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 09, 2026
Creative Capital Management Investments LLC History No change 356 24 0.01% 0.01% 835 0 0.0% Q2 2026 Jul 24, 2026
NBT BANK, N.A. History No change 326 22 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 29, 2026
MV CAPITAL MANAGEMENT, INC. History No change 315 22 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 30, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 319 22 0.01% 0.01% 838 0 0.0% Q2 2026 Aug 07, 2026
Smallwood Wealth Investment Management, LLC History No change 309 21 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 300 20 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 27, 2026
Concord Wealth Partners History No change 288 20 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 27, 2026
Evolution Advisers, Inc. History No change 288 20 0.01% 0.01% 842 0 0.0% Q2 2026 Jul 31, 2026
PITTENGER & ANDERSON INC History No change 253 17 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 27, 2026
GILL CAPITAL PARTNERS, LLC History No change 171 11 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 20, 2026
Truvestments Capital LLC History No change 164 11 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 12, 2026
1620 INVESTMENT ADVISORS, INC. History No change 135 9 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 14, 2026
Capital Analysts, LLC History No change 112 8 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 102 7 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 06, 2026
LifeSteps Financial, Inc. History No change 78 5 0.0% 0.0% 849 0 0.0% Q2 2026 Jul 17, 2026
TRUST CO OF VERMONT History No change 57 3 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investments, LLC History No change 47 3 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 44 3 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 36 2 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 20, 2026
N.E.W. Advisory Services LLC History No change 31 2 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 35 2 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 03, 2026
Prism Advisors, Inc. History Closed out 0 0 — 4.99% — -293,957 -100.0% Q3 2026 Oct 09, 2026
Trust Co History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2026 Oct 09, 2026
SIGNATUREFD, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Asset Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026