Dimensional ETF Trust - DFAX

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
Focus Partners Wealth History No change 10,393,265 382,887 0.39% 0.39% 1 0 0.0% Q2 2026 Aug 12, 2026
ALERUS FINANCIAL NA History No change 8,368,617 308,299 13.49% 13.49% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 8,228,270 303,129 0.07% 0.07% 3 0 0.0% Q2 2026 Aug 07, 2026
Geometric Wealth Advisors History No change 7,779,410 286,593 31.0% 31.0% 4 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,693,905 246,603 0.06% 0.06% 5 0 0.0% Q2 2026 Sep 23, 2026
Allworth Financial LP History No change 6,594,247 242,932 1.03% 1.03% 6 0 0.0% Q2 2026 Aug 11, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,491,032 239,129 19.64% 19.64% 7 0 0.0% Q2 2026 Aug 14, 2026
Great Waters Wealth Management History Added to 5,348,513 198,001 17.8% 17.25% 8 +294,434 5.83% Q3 2026 Oct 07, 2026
GLENMEDE TRUST CO NA History No change 5,222,632 192,401 0.85% 0.85% 9 0 0.0% Q2 2026 Aug 10, 2026
FACTORY MUTUAL INSURANCE CO History No change 4,806,630 177,076 1.66% 1.66% 10 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 4,450,159 163,943 0.21% 0.21% 11 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 3,862,746 142,304 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 3,903,563 141,543 3.45% 3.45% 13 0 0.0% Q2 2026 Jul 14, 2026
JFS WEALTH ADVISORS, LLC History No change 3,743,466 137,909 6.88% 6.88% 14 0 0.0% Q2 2026 Jul 10, 2026
Triune Financial Partners, LLC History No change 3,692,741 136,040 28.41% 28.41% 15 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 3,488,957 128,533 1.09% 1.09% 16 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 3,295,765 121,415 0.2% 0.2% 17 0 0.0% Q2 2026 Aug 05, 2026
BANK OF AMERICA CORP /DE/ History No change 3,205,258 118,081 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 2,814,600 103,689 0.18% 0.18% 19 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 2,791,019 102,821 0.57% 0.57% 20 0 0.0% Q2 2026 Jul 24, 2026
UBS Group AG History No change 2,703,859 99,610 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,626,969 96,777 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
Morton Capital Management LLC/CA History No change 2,465,252 90,819 12.42% 12.42% 23 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 2,462,672 90,724 0.26% 0.26% 24 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History No change 2,434,768 89,696 20.69% 20.69% 25 0 0.0% Q2 2026 Jul 24, 2026
New Capital Management LP History No change 2,410,224 88,792 20.22% 20.22% 26 0 0.0% Q2 2026 Jul 14, 2026
Planning Center, Inc. History No change 2,391,457 88,101 8.31% 8.31% 27 0 0.0% Q2 2026 Jul 29, 2026
Core Wealth Management, Inc. History No change 2,313,175 85,217 23.95% 23.95% 28 0 0.0% Q2 2026 Jul 29, 2026
GeoWealth Management, LLC History No change 2,311,945 85,172 2.68% 2.68% 29 0 0.0% Q2 2026 Jul 30, 2026
Evanson Financial, LLC History No change 2,274,985 83,810 4.1% 4.1% 30 0 0.0% Q2 2026 Jul 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,231,887 82,222 0.13% 0.13% 31 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 2,214,709 81,589 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
Tumwater Wealth Management, LLC History No change 2,158,889 79,533 28.76% 28.76% 33 0 0.0% Q2 2026 Jul 20, 2026
Confluence Wealth Services, Inc. History No change 2,070,402 76,272 2.18% 2.18% 34 0 0.0% Q2 2026 Jul 22, 2026
Capstone Financial Advisors, Inc. History No change 2,043,404 75,279 3.67% 3.67% 35 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 2,007,568 73,958 8.86% 8.86% 36 0 0.0% Q2 2026 Aug 05, 2026
Cardinal Point Capital Management ULC History No change 1,963,742 72,344 4.1% 4.1% 37 0 0.0% Q2 2026 Jul 14, 2026
BAKER BOYER NATIONAL BANK History No change 1,949,537 71,820 19.72% 19.72% 38 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 1,894,281 69,785 3.87% 3.87% 39 0 0.0% Q2 2026 Aug 11, 2026
BetterWealth, LLC History No change 1,808,735 66,633 11.79% 11.79% 40 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 1,783,165 65,691 5.28% 5.28% 41 0 0.0% Q2 2026 Jul 14, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 1,626,249 59,911 12.13% 12.13% 42 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Added to 1,613,440 59,826 0.76% 0.83% 43 +10,910 0.68% Q3 2026 Oct 08, 2026
Financial Symmetry Inc History Reduced 1,598,157 59,163 18.9% 19.71% 44 -5,088 -0.32% Q3 2026 Oct 06, 2026
Trellis Wealth Advisors LLC History No change 1,596,426 58,812 20.19% 20.19% 45 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 1,585,523 58,093 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 1,572,354 57,925 3.65% 3.65% 47 0 0.0% Q2 2026 Jul 30, 2026
HFM Investment Advisors, LLC History No change 1,534,860 56,544 19.83% 19.83% 48 0 0.0% Q2 2026 Aug 04, 2026
Strathmore Capital Advisors, Inc. History No change 1,492,148 54,418 14.65% 14.65% 49 0 0.0% Q2 2026 Aug 10, 2026
Altiora Financial Group, LLC History No change 1,468,984 54,117 8.53% 8.53% 50 0 0.0% Q2 2026 Aug 07, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 1,424,036 52,461 15.79% 15.79% 51 0 0.0% Q2 2026 Aug 07, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,410,622 51,967 4.11% 4.11% 52 0 0.0% Q2 2026 Aug 06, 2026
N.E.W. Advisory Services LLC History No change 1,399,265 51,548 3.45% 3.45% 53 0 0.0% Q2 2026 Aug 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,362,389 50,190 2.48% 2.48% 54 0 0.0% Q2 2026 Jul 20, 2026
Johnson Wealth Management, LLC History No change 1,347,961 49,658 21.04% 21.04% 55 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History No change 1,328,450 48,998 0.14% 0.14% 56 0 0.0% Q2 2026 Aug 10, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 1,317,129 48,523 30.84% 30.84% 57 0 0.0% Q2 2026 Jul 31, 2026
Warburton Capital Management, LLC History No change 1,297,654 47,805 19.44% 19.44% 58 0 0.0% Q2 2026 Jul 31, 2026
ShankerValleau Wealth Advisors, Inc. History No change 1,275,089 46,974 12.38% 12.38% 59 0 0.0% Q2 2026 Jul 09, 2026
Babb Wealth Advisors LLC History No change 1,241,297 45,729 22.04% 22.04% 60 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,215,877 44,792 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 19, 2026
Financial Engines Advisors L.L.C. History No change 1,211,224 44,621 0.08% 0.08% 62 0 0.0% Q2 2026 Aug 14, 2026
Onyx Financial Advisors, LLC History No change 1,184,461 43,635 15.72% 15.72% 63 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 1,177,632 43,383 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 1,153,522 42,495 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 1,120,817 41,290 0.54% 0.54% 66 0 0.0% Q2 2026 Jul 15, 2026
VANCE WEALTH, LLC History No change 1,112,424 40,981 9.24% 9.24% 67 0 0.0% Q2 2026 Aug 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,110,002 40,892 3.17% 3.17% 68 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,067,151 39,313 3.77% 3.77% 69 0 0.0% Q2 2026 Aug 11, 2026
Forum Financial Management, LP History No change 1,049,121 38,649 0.5% 0.5% 70 0 0.0% Q2 2026 Jul 23, 2026
Old Peak Finance LLC History No change 948,539 34,944 16.91% 16.91% 71 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 933,045 34,373 0.08% 0.08% 72 0 0.0% Q2 2026 Jul 27, 2026
Shearwater Capital LLC History No change 920,770 33,921 16.2% 16.2% 73 0 0.0% Q2 2026 Jul 08, 2026
OneDigital Investment Advisors LLC History No change 891,121 32,828 0.28% 0.28% 74 0 0.0% Q2 2026 Aug 06, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 880,269 32,429 18.32% 18.32% 75 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Partners, LLC History No change 844,650 31,116 3.77% 3.77% 76 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 840,321 30,957 0.58% 0.58% 77 0 0.0% Q2 2026 Aug 11, 2026
BIP Wealth, LLC History No change 837,360 30,848 0.88% 0.88% 78 0 0.0% Q2 2026 Aug 03, 2026
TCI Wealth Advisors, Inc. History No change 800,336 29,484 1.28% 1.28% 79 0 0.0% Q2 2026 Jul 29, 2026
Destiny Wealth Partners, LLC History No change 793,729 28,979 4.09% 4.09% 80 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 782,836 28,839 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 782,441 28,825 0.45% 0.45% 82 0 0.0% Q2 2026 Jul 15, 2026
Private Advisor Group, LLC History No change 771,681 28,428 0.13% 0.13% 83 0 0.0% Q2 2026 Jul 27, 2026
HB Wealth Management, LLC History No change 770,819 28,397 0.16% 0.16% 84 0 0.0% Q2 2026 Jul 29, 2026
Aspen Private Advisors, LLC History No change 764,320 28,157 28.25% 28.25% 85 0 0.0% Q2 2026 Jul 31, 2026
Wolfstich Capital, LLC History No change 764,422 28,046 21.65% 21.65% 86 0 0.0% Q2 2026 Jul 24, 2026
Momentous Wealth Management, Inc. History No change 748,420 27,571 14.13% 14.13% 87 0 0.0% Q2 2026 Aug 11, 2026
ASPIRIANT, LLC History No change 727,702 26,808 0.66% 0.66% 88 0 0.0% Q2 2026 Jul 20, 2026
Financial Plan, Inc. History No change 718,310 26,462 2.51% 2.51% 89 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 716,825 26,407 0.09% 0.09% 90 0 0.0% Q2 2026 Jul 28, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 712,628 26,381 4.27% 4.32% 91 -8,026 -1.11% Q3 2026 Oct 08, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 704,170 25,941 6.79% 6.79% 92 0 0.0% Q2 2026 Jul 13, 2026
Glassy Mountain Advisors, Inc. History No change 700,494 25,806 7.06% 7.06% 93 0 0.0% Q2 2026 Jul 31, 2026
Sensible Money, LLC History No change 675,314 24,878 6.6% 6.6% 94 0 0.0% Q2 2026 Jul 30, 2026
MilWealth Group LLC History No change 670,634 24,706 5.27% 5.27% 95 0 0.0% Q2 2026 Aug 03, 2026
LEGACY FINANCIAL GROUP, INC. History No change 667,000 24,572 5.73% 5.73% 96 0 0.0% Q2 2026 Jul 30, 2026
marrick wealth, LLC History No change 664,948 24,496 17.39% 17.39% 97 0 0.0% Q2 2026 Jul 14, 2026
Graves Light Lenhart Wealth, Inc. History Added to 623,582 23,085 2.16% 1.97% 98 +49,258 8.58% Q3 2026 Oct 08, 2026
IFG Advisory, LLC History No change 624,247 22,997 0.81% 0.81% 99 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 631,244 22,857 0.46% 0.46% 100 0 0.0% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History No change 615,470 22,673 0.03% 0.03% 101 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 603,863 22,246 0.1% 0.1% 102 0 0.0% Q2 2026 Aug 18, 2026
Sequoia Financial Advisors, LLC History No change 598,384 22,044 0.11% 0.11% 103 0 0.0% Q2 2026 Jul 17, 2026
HTG Investment Advisors, Inc. History No change 595,793 21,949 5.63% 5.63% 104 0 0.0% Q2 2026 Aug 06, 2026
CONQUIS FINANCIAL LLC History No change 595,284 21,930 17.68% 17.68% 105 0 0.0% Q2 2026 Aug 13, 2026
Tassel Capital Management, Inc. History No change 592,185 21,816 10.21% 10.21% 106 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 577,693 21,322 0.04% 0.04% 107 0 0.0% Q2 2026 Jul 15, 2026
Symmetry Partners, LLC History No change 561,258 20,676 1.05% 1.05% 108 0 0.0% Q2 2026 Jul 23, 2026
Live Oak Private Wealth LLC History No change 556,763 20,511 2.56% 2.56% 109 0 0.0% Q2 2026 Jul 20, 2026
Vested Financial Planning, LLC History No change 527,460 19,431 13.05% 13.05% 110 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 523,709 19,387 0.14% 0.14% 111 +26,458 5.32% Q3 2026 Oct 08, 2026
von Borstel & Associates, Inc. History No change 523,407 19,282 3.95% 3.95% 112 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 519,033 19,121 4.37% 4.37% 113 0 0.0% Q2 2026 Jul 08, 2026
Silver Oak Advisory Group, Inc. History No change 515,318 18,984 7.48% 7.48% 114 0 0.0% Q2 2026 Jul 31, 2026
Elser Financial Planning, Inc History No change 513,837 18,929 0.82% 0.82% 115 0 0.0% Q2 2026 Jul 14, 2026
BlueSky Wealth Advisors, LLC History No change 480,554 17,703 2.05% 2.05% 116 0 0.0% Q2 2026 Jul 28, 2026
Generations Wealth, LLC History No change 478,755 17,637 16.75% 16.75% 117 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 470,989 17,351 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 11, 2026
Ruedi Wealth Management, Inc. History No change 465,556 17,151 4.02% 4.02% 119 0 0.0% Q2 2026 Jul 29, 2026
FMB WEALTH MANAGEMENT History No change 464,628 17,116 6.3% 6.3% 120 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 463,297 17,067 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 460,156 16,953 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History Reduced 454,810 16,837 3.74% 3.99% 123 -17,489 -3.7% Q3 2026 Oct 08, 2026
Lauterbach Financial Advisors, LLC History No change 447,575 16,488 7.09% 7.09% 124 0 0.0% Q2 2026 Jul 27, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 446,022 16,431 6.85% 6.85% 125 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 445,289 16,404 1.61% 1.61% 126 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 438,431 16,151 0.1% 0.1% 127 0 0.0% Q2 2026 Aug 17, 2026
Modera Wealth Management, LLC History No change 431,147 15,883 0.17% 0.17% 128 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 429,593 15,826 0.39% 0.39% 129 0 0.0% Q2 2026 Jul 29, 2026
B&D White Capital Company, LLC History No change 425,052 15,658 1.56% 1.56% 130 0 0.0% Q2 2026 Jul 31, 2026
CLARIS ADVISORS, LLC / MO / History No change 423,536 15,603 4.07% 4.07% 131 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 389,396 14,345 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 384,843 14,177 3.49% 3.49% 133 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 387,541 14,114 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 381,067 14,039 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
E6 Portfolios, LLC History No change 373,242 13,750 10.99% 10.99% 136 0 0.0% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History No change 372,636 13,727 0.17% 0.17% 137 0 0.0% Q2 2026 Aug 14, 2026
Truepoint, Inc. History No change 366,264 13,493 0.28% 0.28% 138 0 0.0% Q2 2026 Jul 31, 2026
PROSPERITY BANCSHARES INC History No change 362,804 13,365 8.73% 8.73% 139 0 0.0% Q2 2026 Aug 14, 2026
Trust Co of the South History No change 358,451 13,205 1.86% 1.86% 140 0 0.0% Q2 2026 Jul 01, 2026
REGIMEN WEALTH, LLC History No change 350,091 12,897 3.48% 3.48% 141 0 0.0% Q2 2026 Aug 05, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 349,686 12,882 6.74% 6.74% 142 0 0.0% Q2 2026 Jul 20, 2026
TRB Wealth Management, LLC History No change 334,635 12,327 1.64% 1.64% 143 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 333,970 12,303 0.08% 0.08% 144 0 0.0% Q2 2026 Sep 08, 2026
Corient Private Wealth LP History No change 322,777 11,891 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 27, 2026
Eldridge Investment Advisors, Inc. History No change 318,920 11,749 2.33% 2.33% 146 0 0.0% Q2 2026 Aug 10, 2026
ERn Financial, LLC History No change 318,909 11,748 1.94% 1.94% 147 0 0.0% Q2 2026 Jul 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 316,004 11,641 0.12% 0.12% 148 0 0.0% Q2 2026 Aug 14, 2026
Annandale Capital, LLC History No change 305,764 11,264 1.54% 1.54% 149 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 308,472 11,237 3.07% 3.07% 150 0 0.0% Q2 2026 Jul 24, 2026
Hurlow Wealth Management Group, Inc. History No change 302,935 11,160 2.32% 2.32% 151 0 0.0% Q2 2026 Aug 05, 2026
Tranquilli Financial Advisor LLC History No change 298,082 10,981 5.91% 5.91% 152 0 0.0% Q2 2026 Aug 07, 2026
Porter White Investment Advisors, Inc. History No change 297,632 10,964 4.22% 4.22% 153 0 0.0% Q2 2026 Jul 16, 2026
Moisand Fitzgerald Tamayo, LLC History No change 291,117 10,724 1.05% 1.05% 154 0 0.0% Q2 2026 Jul 13, 2026
LS Investment Advisors, LLC History No change 272,380 10,034 1.36% 1.36% 155 0 0.0% Q2 2026 Jul 21, 2026
Visionary Wealth Advisors History No change 270,812 9,976 0.39% 0.39% 156 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group, Inc. History No change 269,575 9,931 5.21% 5.21% 157 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 290,463 9,867 0.4% 0.4% 158 0 0.0% Q2 2026 Jul 09, 2026
SJS Investment Consulting Inc. History No change 260,306 9,589 1.04% 1.04% 159 0 0.0% Q2 2026 Jul 22, 2026
American Investment Services, Inc. History No change 247,021 9,100 1.92% 1.92% 160 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Financial Group, LLC History Added to 243,898 8,985 2.83% 2.83% 161 +37 0.02% Q3 2026 Oct 06, 2026
Cloud Capital Management, LLC History No change 243,478 8,969 3.27% 3.27% 162 0 0.0% Q2 2026 Aug 13, 2026
TRUE BLUE FINANCIAL, LLC History No change 239,116 8,809 3.72% 3.72% 163 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 235,909 8,691 0.05% 0.05% 164 0 0.0% Q2 2026 Jul 20, 2026
Capstone Wealth Management, LLC History No change 234,010 8,620 4.0% 4.0% 165 0 0.0% Q2 2026 Jul 23, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 231,888 8,542 2.08% 2.08% 166 0 0.0% Q2 2026 Jul 09, 2026
SC&H Financial Advisors, Inc. History No change 229,431 8,452 1.12% 1.12% 167 0 0.0% Q2 2026 Aug 04, 2026
55 North Private Wealth, LLC History No change 228,994 8,436 1.66% 1.66% 168 0 0.0% Q2 2026 Jul 07, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 225,469 8,306 2.97% 2.97% 169 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 221,331 8,153 0.04% 0.04% 170 0 0.0% Q2 2026 Aug 11, 2026
LAWOOD & CO History Added to 219,432 8,123 5.62% 5.12% 171 +14,224 6.93% Q3 2026 Oct 09, 2026
Integrated Advisors Network LLC History No change 213,723 7,873 0.36% 0.36% 172 0 0.0% Q2 2026 Aug 11, 2026
Peirce Capital Management, LLC History No change 212,692 7,835 2.87% 2.87% 173 0 0.0% Q2 2026 Jul 10, 2026
Cogent Private Wealth, Inc. History No change 210,347 7,749 4.84% 4.84% 174 0 0.0% Q2 2026 Aug 05, 2026
ENTRUST FINANCIAL LLC History No change 208,280 7,673 4.98% 4.98% 175 0 0.0% Q2 2026 Jul 20, 2026
MISSION WEALTH MANAGEMENT, LP History No change 207,683 7,651 0.09% 0.09% 176 0 0.0% Q2 2026 Jul 20, 2026
Aerodigm Wealth, LLC History No change 205,864 7,584 2.56% 2.56% 177 0 0.0% Q2 2026 Aug 04, 2026
Aspen Capital Management, LLC History No change 201,329 7,416 1.64% 1.64% 178 0 0.0% Q2 2026 Aug 04, 2026
Warwick Investment Management, Inc. History No change 201,038 7,406 0.83% 0.83% 179 0 0.0% Q2 2026 Jul 31, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 200,582 7,389 1.16% 1.16% 180 0 0.0% Q2 2026 Aug 06, 2026
Vantage Point Financial LLC History No change 198,360 7,307 2.23% 2.23% 181 0 0.0% Q2 2026 Aug 14, 2026
Hassell Wealth Management, LLC History No change 200,249 7,297 2.24% 2.24% 182 0 0.0% Q2 2026 Jul 13, 2026
Canopy Partners, LLC History No change 193,362 7,123 2.14% 2.14% 183 0 0.0% Q2 2026 Jul 22, 2026
MORGAN STANLEY History No change 187,127 6,893 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
626 Financial, LLC History No change 186,842 6,883 2.68% 2.68% 185 0 0.0% Q2 2026 Jul 27, 2026
DiNuzzo Private Wealth, Inc. History No change 179,273 6,604 0.65% 0.65% 186 0 0.0% Q2 2026 Jul 10, 2026
Concord Wealth Partners History No change 178,307 6,568 0.75% 0.75% 187 0 0.0% Q2 2026 Jul 27, 2026
CGN Advisors LLC History No change 177,941 6,555 0.48% 0.48% 188 0 0.0% Q2 2026 Jul 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 175,893 6,479 0.47% 0.47% 189 0 0.0% Q2 2026 Aug 03, 2026
Investment Advisory Group, LLC History No change 174,934 6,444 1.4% 1.4% 190 0 0.0% Q2 2026 Aug 06, 2026
RS CRUM INC. History No change 174,676 6,435 1.21% 1.21% 191 0 0.0% Q2 2026 Aug 10, 2026
Forvis Mazars Wealth Advisors, LLC History No change 168,427 6,204 0.1% 0.1% 192 0 0.0% Q2 2026 Aug 10, 2026
AWM CAPITAL, LLC History No change 167,758 6,180 0.49% 0.49% 193 0 0.0% Q2 2026 Jul 31, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 164,248 6,050 0.61% 0.61% 194 0 0.0% Q2 2026 Sep 02, 2026
GEM Asset Management, LLC History No change 160,840 5,925 2.33% 2.33% 195 0 0.0% Q2 2026 Jul 21, 2026
WealthSpring Partners, LLC History No change 159,662 5,881 5.05% 5.05% 196 0 0.0% Q2 2026 Aug 05, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 158,187 5,827 2.12% 2.12% 197 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Group, LLC /NE/ History No change 154,037 5,674 3.5% 3.5% 198 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 153,090 5,609 0.18% 0.18% 199 0 0.0% Q2 2026 Aug 12, 2026
Tillman Hartley LLC History No change 151,543 5,582 1.25% 1.25% 200 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 150,973 5,561 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 150,924 5,560 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
RAM Investment Partners, LLC History No change 150,533 5,545 0.89% 0.89% 203 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 147,255 5,424 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 147,107 5,419 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 12, 2026
Gradient Capital Advisors, LLC History No change 147,029 5,416 1.25% 1.25% 206 0 0.0% Q2 2026 Jul 13, 2026
First Financial Group Corp History No change 146,922 5,412 3.91% 3.91% 207 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 145,877 5,374 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 28, 2026
Belleair Asset Management, LLC History No change 141,098 5,198 4.37% 4.37% 209 0 0.0% Q2 2026 Jul 15, 2026
MATHER GROUP, LLC. History No change 140,726 5,184 0.05% 0.05% 210 0 0.0% Q2 2026 Jul 27, 2026
RBF Capital, LLC History No change 140,000 5,157 0.21% 0.21% 211 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial LLC History No change 138,162 5,089 1.71% 1.71% 212 0 0.0% Q2 2026 Jul 21, 2026
EARNED WEALTH ADVISORS, LLC History No change 137,972 5,082 0.33% 0.33% 213 0 0.0% Q2 2026 Aug 14, 2026
Platform Wealth Management, LLC History No change 137,892 5,079 1.86% 1.86% 214 0 0.0% Q2 2026 Aug 10, 2026
Wealth Architects, LLC History No change 137,541 5,067 0.4% 0.4% 215 0 0.0% Q2 2026 Jul 23, 2026
Kane Co Wealth Management, Inc. History No change 137,045 5,048 3.83% 3.83% 216 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 135,598 4,995 0.17% 0.17% 217 0 0.0% Q2 2026 Jul 24, 2026
Cyndeo Wealth Partners, LLC History No change 132,737 4,890 0.23% 0.23% 218 0 0.0% Q2 2026 Jul 21, 2026
Ballentine Partners, LLC History No change 132,388 4,877 0.06% 0.06% 219 0 0.0% Q2 2026 Jul 17, 2026
McGrath & Associates, Inc. History No change 129,968 4,788 6.24% 6.24% 220 0 0.0% Q2 2026 Jul 14, 2026
Arkadios Wealth Advisors History No change 129,078 4,755 0.07% 0.07% 221 0 0.0% Q2 2026 Aug 10, 2026
DWR WEALTH MANAGEMENT, LLC History No change 122,118 4,474 3.35% 3.35% 222 0 0.0% Q2 2026 Jul 07, 2026
Capstone Wealth Management, Inc. History No change 122,053 4,464 3.35% 3.35% 223 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 120,482 4,438 0.56% 0.56% 224 0 0.0% Q2 2026 Jul 14, 2026
Summit Wealth Group, LLC History No change 120,182 4,427 0.9% 0.9% 225 0 0.0% Q2 2026 Aug 04, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 119,200 4,391 0.75% 0.75% 226 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 118,536 4,388 0.38% 0.39% 227 +592 0.5% Q3 2026 Oct 01, 2026
SwitchPoint Financial Planning, LLC History No change 117,940 4,344 2.51% 2.51% 228 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 117,665 4,334 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
TrustWell Financial Advisors, LLC History No change 117,500 4,328 3.67% 3.67% 230 0 0.0% Q2 2026 Jul 22, 2026
Family Manage LLC History No change 116,946 4,308 0.44% 0.44% 231 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 115,878 4,268 0.05% 0.05% 232 0 0.0% Q2 2026 Aug 04, 2026
Harbor Group, Inc. History No change 115,599 4,258 0.5% 0.5% 233 0 0.0% Q2 2026 Jul 22, 2026
Cerity Partners LLC History No change 114,714 4,226 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 14, 2026
Factor Wealth Management LTD History Added to 113,546 4,203 0.64% 0.63% 235 +80 0.07% Q3 2026 Oct 08, 2026
WPWealth LLP History No change 113,602 4,185 0.62% 0.62% 236 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 112,302 4,137 0.07% 0.07% 237 0 0.0% Q2 2026 Jul 28, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 111,936 4,123 0.71% 0.71% 238 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Management, Inc./Texas History No change 110,663 4,076 1.57% 1.57% 239 0 0.0% Q2 2026 Aug 10, 2026
Cherry Tree Wealth Management, LLC History No change 109,695 4,041 0.76% 0.76% 240 0 0.0% Q2 2026 Sep 15, 2026
Cannon Financial Strategists, Inc. History No change 109,286 4,026 0.46% 0.46% 241 0 0.0% Q2 2026 Aug 07, 2026
Evernest Financial Advisors, LLC History No change 109,109 4,019 0.84% 0.84% 242 0 0.0% Q2 2026 Aug 05, 2026
McCartney Wealth Management LLC History No change 108,197 3,985 3.02% 3.02% 243 0 0.0% Q2 2026 Aug 03, 2026
KEB ASSET MANAGEMENT, LLC History No change 108,084 3,981 0.64% 0.64% 244 0 0.0% Q2 2026 Jul 14, 2026
Lantern Wealth Advisors, LLC History No change 107,628 3,965 1.82% 1.82% 245 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 102,565 3,778 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 101,701 3,746 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 101,538 3,740 0.24% 0.24% 248 0 0.0% Q2 2026 Jul 13, 2026
RW Investment Management LLC History No change 101,497 3,739 0.33% 0.33% 249 0 0.0% Q2 2026 Aug 06, 2026
Rather & Kittrell, Inc. History No change 100,761 3,712 0.52% 0.52% 250 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 100,297 3,694 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 99,308 3,658 0.06% 0.06% 252 0 0.0% Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 99,054 3,649 0.15% 0.15% 253 0 0.0% Q2 2026 Jul 27, 2026
Arista Wealth Management, LLC History No change 98,904 3,643 0.39% 0.39% 254 0 0.0% Q2 2026 Jul 08, 2026
Global Retirement Partners, LLC History No change 98,259 3,619 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 06, 2026
Parkwoods Wealth Partners, LLC History No change 96,971 3,572 0.57% 0.57% 256 0 0.0% Q2 2026 Jul 27, 2026
Donalies Financial Planning, LLC History No change 95,945 3,534 2.6% 2.6% 257 0 0.0% Q2 2026 Aug 06, 2026
Accurate Wealth Management, LLC History No change 94,607 3,491 0.33% 0.33% 258 0 0.0% Q2 2026 Jul 14, 2026
Western Wealth Management, LLC History No change 93,980 3,462 0.11% 0.11% 259 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 92,914 3,422 0.16% 0.16% 260 0 0.0% Q2 2026 Aug 20, 2026
C M BIDWELL & ASSOCIATES LTD History No change 92,212 3,397 1.39% 1.39% 261 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History No change 90,537 3,335 0.05% 0.05% 262 0 0.0% Q2 2026 Aug 07, 2026
Merited Wealth, LLC History No change 89,930 3,313 2.34% 2.34% 263 0 0.0% Q2 2026 Aug 14, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 89,299 3,289 1.68% 1.68% 264 0 0.0% Q2 2026 Jul 20, 2026
United Wealth Management, LLC History No change 89,067 3,281 0.74% 0.74% 265 0 0.0% Q2 2026 Jul 23, 2026
M Holdings Securities, Inc. History No change 86,460 3,236 0.44% 0.44% 266 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 87,356 3,218 1.5% 1.5% 267 0 0.0% Q2 2026 Jul 17, 2026
CVA Family Office, LLC History No change 86,122 3,172 0.29% 0.29% 268 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 84,831 3,125 0.07% 0.07% 269 0 0.0% Q2 2026 Aug 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 84,467 3,111 0.41% 0.41% 270 0 0.0% Q2 2026 Jul 13, 2026
Topsail Wealth Management, LLC History No change 83,802 3,087 0.39% 0.39% 271 0 0.0% Q2 2026 Aug 13, 2026
Florida Trust Wealth Management Co History No change 82,815 3,050 0.08% 0.08% 272 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 81,841 3,015 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 13, 2026
Ponta Wealth Partners, LLC History No change 79,964 2,945 1.58% 1.58% 274 0 0.0% Q2 2026 Aug 12, 2026
BCO Wealth Management LLC History No change 78,921 2,907 1.59% 1.59% 275 0 0.0% Q2 2026 Jul 14, 2026
Squire Investment Management Company, LLC History No change 77,218 2,844 0.68% 0.68% 276 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 75,738 2,790 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
Applied Capital LLC History No change 74,069 2,728 0.88% 0.88% 278 0 0.0% Q2 2026 Jul 21, 2026
Physician Wealth Advisors, Inc. History No change 73,584 2,710 0.32% 0.32% 279 0 0.0% Q2 2026 Jul 20, 2026
Retirement Solution LLC History No change 72,393 2,666 0.52% 0.52% 280 0 0.0% Q2 2026 Aug 11, 2026
Berger Financial Group, Inc History No change 72,355 2,665 0.14% 0.14% 281 0 0.0% Q2 2026 Aug 04, 2026
Legacy Capital Wealth Partners, LLC History No change 72,231 2,661 0.51% 0.51% 282 0 0.0% Q2 2026 Aug 12, 2026
Vistica Wealth Advisors, LLC History No change 70,944 2,613 2.26% 2.26% 283 0 0.0% Q2 2026 Jul 27, 2026
Quad-Cities Investment Group, LLC History No change 70,340 2,591 0.93% 0.93% 284 0 0.0% Q2 2026 Jul 07, 2026
COGENT STRATEGIC WEALTH LLC History No change 70,020 2,579 2.46% 2.46% 285 0 0.0% Q2 2026 Aug 11, 2026
HMV Wealth Advisors, LLC History No change 69,293 2,552 0.99% 0.99% 286 0 0.0% Q2 2026 Jul 13, 2026
Outbound Financial Inc History No change 67,602 2,490 1.61% 1.61% 287 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 66,839 2,462 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 10, 2026
Lansing Street Advisors History No change 64,998 2,394 0.51% 0.51% 289 0 0.0% Q2 2026 Jul 24, 2026
Capital Group Private Client Services, Inc. History No change 64,524 2,377 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 63,126 2,325 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 03, 2026
LAM GROUP, INC. History No change 63,131 2,325 1.15% 1.15% 292 0 0.0% Q2 2026 Jul 10, 2026
FLAX POND CAPITAL, LLC History No change 68,464 2,325 1.83% 1.83% 293 0 0.0% Q2 2026 Aug 13, 2026
Alpha Financial Advisors, LLC History No change 62,843 2,315 0.61% 0.61% 294 0 0.0% Q2 2026 Aug 13, 2026
Sterling Wealth Advisors Inc History No change 62,593 2,305 1.25% 1.25% 295 0 0.0% Q2 2026 Jul 23, 2026
Apollon Financial, LLC History No change 62,279 2,294 0.27% 0.27% 296 0 0.0% Q2 2026 Jul 22, 2026
Wealth Advisors Northwest LLC History No change 61,439 2,263 0.77% 0.77% 297 0 0.0% Q2 2026 Jul 14, 2026
SEI INVESTMENTS CO History No change 61,237 2,255 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 61,068 2,249 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 14, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 60,685 2,235 1.2% 1.2% 300 0 0.0% Q2 2026 Jul 24, 2026
Liberty Capital Management, Inc. History No change 60,457 2,227 0.38% 0.38% 301 0 0.0% Q2 2026 Jul 17, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 60,318 2,222 0.66% 0.66% 302 0 0.0% Q2 2026 Aug 04, 2026
Financial Harvest, LLC History No change 59,550 2,193 0.91% 0.91% 303 0 0.0% Q2 2026 Aug 10, 2026
Astra Wealth Partners LLC History No change 58,894 2,169 1.15% 1.15% 304 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 58,722 2,163 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 11, 2026
POINCIANA ADVISORS GROUP, LLC History No change 46,397 2,154 1.6% 1.6% 306 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 57,820 2,130 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 20, 2026
Opulen Financial Group LLC History No change 57,772 2,128 1.34% 1.34% 308 0 0.0% Q2 2026 Jul 27, 2026
New Dimensions Wealth Management, LLC History No change 57,551 2,120 1.6% 1.6% 309 0 0.0% Q2 2026 Aug 12, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 56,918 2,096 1.71% 1.71% 310 0 0.0% Q2 2026 Aug 05, 2026
Zhang Financial LLC History No change 55,958 2,061 0.06% 0.06% 311 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 55,321 2,037 0.21% 0.21% 312 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 54,337 2,001 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 53,354 1,965 0.4% 0.4% 314 0 0.0% Q2 2026 Jul 17, 2026
Total Clarity Wealth Management, Inc. History No change 53,365 1,965 0.38% 0.38% 315 0 0.0% Q2 2026 Jul 23, 2026
Sprinkle Financial Consultants LLC History Added to 53,024 1,962 0.77% 0.71% 316 +3,730 7.57% Q3 2026 Oct 09, 2026
JDH Wealth Management, LLC History No change 53,045 1,954 1.19% 1.19% 317 0 0.0% Q2 2026 Jul 22, 2026
Vannoy Advisory Group, Inc. History No change 50,967 1,877 1.06% 1.06% 318 0 0.0% Q2 2026 Jul 22, 2026
WCG Wealth Advisors LLC History No change 50,861 1,873 0.04% 0.04% 319 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 50,106 1,845 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 50,180 1,842 0.11% 0.11% 321 0 0.0% Q2 2026 Aug 10, 2026
ELEVATE WEALTH ADVISORY, INC History No change 49,201 1,812 1.03% 1.03% 322 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 48,904 1,801 0.25% 0.25% 323 0 0.0% Q2 2026 Jul 22, 2026
Unconventional Investor, LLC History No change 48,888 1,801 0.74% 0.74% 324 0 0.0% Q2 2026 Aug 18, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 48,874 1,800 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 17, 2026
Cypress Point Wealth Management, LLC History No change 48,622 1,791 0.36% 0.36% 326 0 0.0% Q2 2026 Jul 17, 2026
Simplicity Wealth,LLC History No change 48,386 1,782 0.06% 0.06% 327 0 0.0% Q2 2026 Aug 06, 2026
Brady Martz Wealth Solutions, LLC History No change 47,614 1,754 0.26% 0.26% 328 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 47,594 1,753 0.2% 0.2% 329 0 0.0% Q2 2026 Jul 10, 2026
DeLarme Wealth Management, Inc. History No change 47,056 1,733 1.0% 1.0% 330 0 0.0% Q2 2026 Aug 10, 2026
Security Financial Services, INC. History No change 46,796 1,723 0.24% 0.24% 331 0 0.0% Q2 2026 Jul 15, 2026
Krilogy Financial LLC History No change 46,003 1,694 0.05% 0.05% 332 0 0.0% Q2 2026 Jul 27, 2026
Broadhurst Jeffrey B History No change 45,515 1,676 3.57% 3.57% 333 0 0.0% Q2 2026 Aug 12, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 45,200 1,665 0.54% 0.54% 334 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 44,564 1,641 0.03% 0.03% 335 0 0.0% Q2 2026 Jul 20, 2026
Clarity Capital Advisors, LLC History No change 43,936 1,618 0.68% 0.68% 336 0 0.0% Q2 2026 Jul 13, 2026
VERITY Wealth Advisors History No change 43,719 1,610 0.97% 0.97% 337 0 0.0% Q2 2026 Jul 16, 2026
Spinnaker Investment Group, LLC History No change 43,703 1,610 0.26% 0.26% 338 0 0.0% Q2 2026 Jul 10, 2026
Nuveen, LLC History No change 42,765 1,575 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
Life Planning Partners, Inc History No change 42,736 1,574 1.17% 1.17% 340 0 0.0% Q2 2026 Jul 21, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 42,216 1,555 1.05% 1.05% 341 0 0.0% Q2 2026 Jul 22, 2026
Vestmark Advisory Solutions, Inc. History No change 42,062 1,549 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 42,000 1,547 0.47% 0.47% 343 0 0.0% Q2 2026 Jul 29, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 41,932 1,544 0.13% 0.13% 344 0 0.0% Q2 2026 Jul 28, 2026
Heritage Wealth Management, Inc. /CA/ History No change 41,299 1,521 0.58% 0.58% 345 0 0.0% Q2 2026 Jul 22, 2026
Atlas Private Wealth Advisors History No change 40,975 1,509 0.33% 0.33% 346 0 0.0% Q2 2026 Jul 27, 2026
Investment Planning Advisors, Inc. History No change 40,252 1,482 0.34% 0.34% 347 0 0.0% Q2 2026 Jul 23, 2026
HBE Wealth Management, LLC History No change 39,772 1,465 1.05% 1.05% 348 0 0.0% Q2 2026 Jul 13, 2026
SAGE RHINO CAPITAL LLC History No change 39,307 1,448 0.23% 0.23% 349 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 38,965 1,435 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 07, 2026
Storgate, LLC History No change 38,924 1,433 0.3% 0.3% 351 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Alliance LLC History No change 38,494 1,418 0.1% 0.1% 352 0 0.0% Q2 2026 Jul 20, 2026
Investmark Advisory Group LLC History No change 38,486 1,417 0.54% 0.54% 353 0 0.0% Q2 2026 Aug 07, 2026
Diversified Trust Co History No change 38,077 1,402 0.02% 0.02% 354 0 0.0% Q2 2026 Jul 17, 2026
WELLS FARGO & COMPANY/MN History No change 38,006 1,400 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 37,942 1,397 1.09% 1.09% 356 0 0.0% Q2 2026 Aug 07, 2026
Prudent Man Investment Management, Inc. History No change 42,556 1,392 0.47% 0.47% 357 0 0.0% Q2 2026 Jul 28, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 37,754 1,390 0.13% 0.13% 358 0 0.0% Q2 2026 Jul 14, 2026
Pallas Capital Advisors LLC History No change 37,587 1,384 0.04% 0.04% 359 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 37,565 1,383 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 12, 2026
TruNorth Capital Management, LLC History No change 37,368 1,376 0.22% 0.22% 361 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 37,163 1,369 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 27, 2026
Midwest Trust Co History No change 36,006 1,326 0.02% 0.02% 363 0 0.0% Q2 2026 Aug 04, 2026
Aquire Wealth Advisors, LLC History No change 35,808 1,319 0.3% 0.3% 364 0 0.0% Q2 2026 Aug 06, 2026
Intelligent Financial Strategies History No change 35,705 1,315 0.63% 0.63% 365 0 0.0% Q2 2026 Jul 23, 2026
VERUS CAPITAL PARTNERS, LLC History No change 35,535 1,309 0.07% 0.07% 366 0 0.0% Q2 2026 Aug 06, 2026
Advisors Capital Management, LLC History No change 35,495 1,307 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 11, 2026
Frankly Finances, LLC History No change 35,487 1,307 1.03% 1.03% 368 0 0.0% Q2 2026 Jul 15, 2026
Westmount Partners, LLC History No change 35,355 1,302 0.28% 0.28% 369 0 0.0% Q2 2026 Jul 07, 2026
Tortoise Investment Management, LLC History No change 35,243 1,298 0.1% 0.1% 370 0 0.0% Q2 2026 Aug 07, 2026
Ascent Group, LLC History No change 34,624 1,275 0.04% 0.04% 371 0 0.0% Q2 2026 Aug 03, 2026
Foundation Wealth Management, LLC\PA History No change 34,565 1,273 0.38% 0.38% 372 0 0.0% Q2 2026 Jul 21, 2026
Montis Financial, LLC History No change 34,536 1,272 0.26% 0.26% 373 0 0.0% Q2 2026 Aug 05, 2026
CURIO WEALTH, LLC History No change 34,466 1,269 0.39% 0.39% 374 0 0.0% Q2 2026 Aug 07, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 33,779 1,244 0.24% 0.24% 375 0 0.0% Q2 2026 Jul 13, 2026
Private Advisory Group LLC History No change 33,362 1,229 0.07% 0.07% 376 0 0.0% Q2 2026 Aug 06, 2026
Canandaigua National Trust Co of Florida History New 33,092 1,225 0.68% — 377 +33,092 New Q3 2026 Oct 07, 2026
Americana Partners, LLC History No change 32,821 1,209 0.03% 0.03% 378 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 32,724 1,205 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 05, 2026
Arnold Financial Planning LLC History No change 32,577 1,200 0.89% 0.89% 380 0 0.0% Q2 2026 Jul 13, 2026
Corus Family Wealth Advisors History No change 32,339 1,191 0.82% 0.82% 381 0 0.0% Q2 2026 Jul 30, 2026
KM Capital Management Ltd. History No change 32,354 1,191 0.56% 0.56% 382 0 0.0% Q2 2026 Aug 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 32,050 1,186 0.23% 0.26% 383 -782 -2.38% Q3 2026 Oct 05, 2026
Stratos Investment Management, LLC History No change 32,083 1,181 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 32,045 1,180 0.14% 0.14% 385 0 0.0% Q2 2026 Aug 11, 2026
Innovative Asset Advisors Group, LLC History No change 31,374 1,155 0.51% 0.51% 386 0 0.0% Q2 2026 Aug 05, 2026
Clark Asset Management, LLC History No change 31,138 1,147 0.09% 0.09% 387 0 0.0% Q2 2026 Jul 07, 2026
Vanguard National Trust Co History No change 31,036 1,143 0.06% 0.06% 388 0 0.0% Q2 2026 Aug 13, 2026
Disciplined Investors, L.L.C. History No change 30,993 1,141 0.57% 0.57% 389 0 0.0% Q2 2026 Aug 11, 2026
M Wealth Management, LLC History No change 30,838 1,136 0.89% 0.89% 390 0 0.0% Q2 2026 Jul 27, 2026
Tanglewood Legacy Advisors, LLC History No change 30,200 1,112 0.36% 0.36% 391 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 30,172 1,111 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 29,950 1,103 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 04, 2026
Lynx Investment Advisory History No change 29,898 1,101 0.36% 0.36% 394 0 0.0% Q2 2026 Jul 27, 2026
Independent Wealth Network Inc. History No change 29,532 1,087 0.28% 0.28% 395 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 29,414 1,083 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 29,332 1,080 0.05% 0.05% 397 0 0.0% Q2 2026 Jul 31, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 28,756 1,059 0.2% 0.2% 398 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 28,461 1,048 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Hoffman & Company, LLC. History No change 28,269 1,041 0.02% 0.02% 400 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 28,242 1,040 0.03% 0.03% 401 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 28,063 1,033 0.03% 0.03% 402 0 0.0% Q2 2026 Jul 31, 2026
CFS Investment Advisory Services, LLC History No change 27,664 1,014 0.07% 0.07% 403 0 0.0% Q2 2026 Jul 16, 2026
Strategent Financial, LLC History No change 26,808 987 0.57% 0.57% 404 0 0.0% Q2 2026 Aug 03, 2026
Shakespeare Wealth Management, LLC History No change 26,541 977 0.26% 0.26% 405 0 0.0% Q2 2026 Jul 20, 2026
Meredith Wealth Planning History No change 26,476 975 0.23% 0.23% 406 0 0.0% Q2 2026 Jul 24, 2026
Leading Edge Financial Planning LLC History No change 26,472 975 0.17% 0.17% 407 0 0.0% Q2 2026 Aug 06, 2026
Safeguard Investment Advisory Group, LLC History No change 26,351 970 0.22% 0.22% 408 0 0.0% Q2 2026 Aug 13, 2026
Quadrant Private Wealth Management, LLC History No change 26,178 964 0.22% 0.22% 409 0 0.0% Q2 2026 Jul 30, 2026
SteelPeak Wealth, LLC History No change 25,604 943 0.02% 0.02% 410 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 25,555 941 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 25,295 936 0.13% 0.2% 413 -12,482 -33.04% Q3 2026 Oct 08, 2026
Bank of New York Mellon Corp History No change 25,413 936 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 06, 2026
SCRATCH CAPITAL LLC History No change 25,205 928 0.46% 0.46% 414 0 0.0% Q2 2026 Jul 30, 2026
Partners in Financial Planning History No change 25,113 925 0.14% 0.14% 415 0 0.0% Q2 2026 Aug 10, 2026
Wharton Business Group, LLC History No change 25,090 924 0.03% 0.03% 416 0 0.0% Q2 2026 Aug 10, 2026
Evercore Wealth Management, LLC History No change 25,000 921 0.01% 0.01% 417 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 24,967 920 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 24,965 919 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 24,794 913 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 05, 2026
Eaton Financial Holdings Company, LLC History No change 24,662 908 0.25% 0.25% 421 0 0.0% Q2 2026 Aug 04, 2026
Brewster Financial Planning LLC History No change 24,537 903 0.5% 0.5% 422 0 0.0% Q2 2026 Jul 14, 2026
May Hill Capital, LLC History No change 24,406 899 0.19% 0.19% 423 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 24,404 899 0.39% 0.39% 424 0 0.0% Q2 2026 Aug 13, 2026
Freedom Investment Management, Inc. History No change 24,387 898 0.25% 0.25% 425 0 0.0% Q2 2026 Aug 10, 2026
Red Wave Investments LLC History No change 24,301 895 0.23% 0.23% 426 0 0.0% Q2 2026 Aug 05, 2026
Waterfront Wealth Inc. History No change 24,206 893 0.14% 0.14% 427 0 0.0% Q2 2026 Jul 30, 2026
Midwest Heritage Bank, FSB History No change 24,252 893 0.25% 0.25% 428 0 0.0% Q2 2026 Jul 28, 2026
Everest Financial Group LLC History No change 24,052 886 0.12% 0.12% 429 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 23,895 880 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 28, 2026
Rise Advisors, LLC History No change 23,489 865 0.24% 0.24% 431 0 0.0% Q2 2026 Jul 10, 2026
Hill Investment Group Partners, LLC History No change 23,380 861 0.09% 0.09% 432 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 22,737 852 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 06, 2026
WNY Asset Management, LLC History No change 23,112 851 0.08% 0.08% 434 0 0.0% Q2 2026 Aug 17, 2026
SEMITAM BONAM LLC History No change 22,668 835 0.61% 0.61% 435 0 0.0% Q2 2026 Jul 24, 2026
Cascade Wealth Advisors, Inc History No change 22,003 832 0.33% 0.33% 436 0 0.0% Q2 2026 Aug 10, 2026
Inscription Capital, LLC History No change 22,136 815 0.07% 0.07% 437 0 0.0% Q2 2026 Aug 13, 2026
Kilner Capital Advisors, LLC History No change 21,767 810 0.69% 0.69% 438 0 0.0% Q2 2026 Jul 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,766 801 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 21,175 780 0.06% 0.06% 440 0 0.0% Q2 2026 Jul 16, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 21,164 779 0.61% 0.61% 441 0 0.0% Q2 2026 Jul 22, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 21,095 771 0.25% 0.25% 442 0 0.0% Q2 2026 Jul 23, 2026
Asset Advisory Group, Inc. History No change 20,756 764 0.33% 0.33% 443 0 0.0% Q2 2026 Jul 09, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 20,715 763 0.16% 0.16% 444 0 0.0% Q2 2026 Jul 10, 2026
DecisionPoint Financial, LLC History No change 20,707 755 0.14% 0.14% 445 0 0.0% Q2 2026 Aug 05, 2026
Northwest Wealth Advisors, LLC History No change 19,647 723 0.42% 0.42% 446 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Co / SC History No change 19,479 717 0.09% 0.09% 447 0 0.0% Q2 2026 Aug 11, 2026
Kaufman Rossin Wealth, LLC History No change 19,301 707 0.33% 0.33% 448 0 0.0% Q2 2026 Jul 16, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 19,067 702 0.49% 0.49% 449 0 0.0% Q2 2026 Jul 23, 2026
waypoint wealth counsel History No change 18,989 699 0.44% 0.44% 450 0 0.0% Q2 2026 Aug 04, 2026
Five Oceans Advisors History No change 19,000 699 0.22% 0.22% 451 0 0.0% Q2 2026 Jul 15, 2026
Holcombe Financial, Inc. History No change 18,944 697 0.39% 0.39% 452 0 0.0% Q2 2026 Jul 13, 2026
Well Done, LLC History No change 18,814 693 0.09% 0.09% 453 0 0.0% Q2 2026 Jul 24, 2026
Vise Technologies, Inc. History No change 18,835 693 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 18,670 687 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Stewardship Advisors, LLC History No change 18,655 687 0.14% 0.14% 456 0 0.0% Q2 2026 Jul 20, 2026
Avantax Planning Partners, Inc. History No change 18,564 683 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 28, 2026
LJI Wealth Management, LLC History No change 18,010 663 0.09% 0.09% 458 0 0.0% Q2 2026 Jul 31, 2026
RB Capital Management, LLC History No change 17,783 655 0.13% 0.13% 459 0 0.0% Q2 2026 Aug 17, 2026
US BANCORP \DE\ History No change 17,778 654 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 12, 2026
Financial Alternatives, Inc History No change 17,648 650 0.32% 0.32% 461 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 17,426 641 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 17,366 639 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 17,511 634 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 17,511 634 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 29, 2026
Physician Wealth Solutions Inc. History No change 16,734 616 0.23% 0.23% 466 0 0.0% Q2 2026 Jul 13, 2026
Facet Wealth, Inc. History No change 16,637 612 0.01% 0.01% 467 0 0.0% Q2 2026 Jul 27, 2026
Ares Financial Consulting, LLC History No change 16,570 610 0.44% 0.44% 468 0 0.0% Q2 2026 Jul 09, 2026
KOM Wealth Management Group, LLC History No change 16,514 608 0.37% 0.37% 469 0 0.0% Q2 2026 Jul 23, 2026
Maia Wealth LLC History No change 16,311 600 0.09% 0.09% 470 0 0.0% Q2 2026 Jul 28, 2026
Verus Financial Partners, Inc. History No change 16,277 599 0.05% 0.05% 471 0 0.0% Q2 2026 Jul 21, 2026
Prime Capital Investment Advisors, LLC History No change 16,271 599 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 05, 2026
Ferguson Johnson Wealth Management Inc History No change 16,142 594 0.43% 0.43% 473 0 0.0% Q2 2026 Jul 31, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 16,086 592 0.15% 0.15% 474 0 0.0% Q2 2026 Aug 07, 2026
Two West Capital Advisors LLC History No change 16,497 592 0.29% 0.29% 475 0 0.0% Q2 2026 Jul 22, 2026
FIRST MANHATTAN CO. LLC. History No change 15,952 587 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
Syverson Strege & Co History No change 15,759 580 0.13% 0.13% 477 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 15,600 574 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 15,471 569 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 07, 2026
SageOak Financial, LLC History No change 15,406 567 0.37% 0.37% 480 0 0.0% Q2 2026 Jul 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 15,379 566 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 13, 2026
Oath Planning, LLC History No change 15,377 566 0.42% 0.42% 482 0 0.0% Q2 2026 Jul 24, 2026
Renasant Bank History No change 15,353 565 0.36% 0.36% 483 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 15,219 561 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 12, 2026
Intrepid Financial Planning Group LLC History No change 15,154 558 0.19% 0.19% 485 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 15,051 554 0.06% 0.06% 486 0 0.0% Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History No change 14,867 553 0.02% 0.02% 487 0 0.0% Q2 2026 Aug 11, 2026
Laird Norton Wetherby Trust Company, LLC History No change 14,970 551 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 14, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 14,945 550 0.14% 0.14% 489 0 0.0% Q2 2026 Jul 15, 2026
Signal Advisors Wealth, LLC History No change 14,906 549 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Management, Inc. History No change 14,870 547 0.17% 0.17% 491 0 0.0% Q2 2026 Jul 15, 2026
Parkside Financial Bank & Trust History No change 14,770 544 0.04% 0.04% 492 0 0.0% Q2 2026 Sep 04, 2026
Level Wealth Management LLC History No change 14,459 532 0.21% 0.21% 493 0 0.0% Q2 2026 Jul 28, 2026
Probity Advisors, Inc. History No change 14,364 529 0.08% 0.08% 494 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Retirement, LLC History No change 14,272 525 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 14,225 524 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
Selective Wealth Management, Inc. History No change 14,527 524 0.14% 0.14% 497 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Services History No change 14,202 523 0.13% 0.13% 498 0 0.0% Q2 2026 Aug 05, 2026
Wedmont Private Capital History No change 14,225 523 0.01% 0.01% 499 0 0.0% Q3 2026 Oct 09, 2026
Signature Resources Capital Management, LLC History No change 14,172 522 0.21% 0.21% 500 0 0.0% Q2 2026 Jul 13, 2026
BlackRock, Inc. History No change 14,168 521 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 07, 2026
Approach Retirement Advisors, LLC History No change 14,166 521 0.38% 0.38% 502 0 0.0% Q2 2026 Jul 15, 2026
Navigate Wealth Management, LLC History No change 14,433 520 0.32% 0.32% 503 0 0.0% Q2 2026 Jul 23, 2026
RVW Wealth, LLC History No change 13,729 508 0.03% 0.03% 504 0 0.0% Q3 2026 Oct 06, 2026
Briggs Wealth Management, Inc History No change 13,657 503 0.46% 0.46% 505 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 14,643 497 0.35% 0.35% 506 0 0.0% Q2 2026 Sep 17, 2026
Vilga Financial Planning LLC History No change 13,404 496 0.3% 0.37% 507 0 0.0% Q3 2026 Oct 08, 2026
Pandowealth. LLC History No change 13,429 494 0.41% 0.41% 508 0 0.0% Q2 2026 Aug 19, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 13,390 493 0.02% 0.02% 509 0 0.0% Q2 2026 Aug 20, 2026
Magnolia Private Wealth, LLC History No change 13,302 490 0.27% 0.27% 510 0 0.0% Q2 2026 Aug 05, 2026
Powerhouse Assets LLC History No change 13,154 484 0.39% 0.39% 511 0 0.0% Q2 2026 Jul 23, 2026
25 LLC History No change 12,904 475 0.13% 0.13% 512 0 0.0% Q2 2026 Jul 28, 2026
Huntleigh Advisors, Inc. History No change 12,859 473 0.07% 0.07% 513 0 0.0% Q2 2026 Aug 04, 2026
Colter Lewis Investment Partners LLC History No change 12,845 473 0.21% 0.21% 514 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 12,782 470 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 18, 2026
NerdWallet Wealth Partners, LLC History No change 12,683 467 0.16% 0.16% 516 0 0.0% Q2 2026 Jul 07, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 13,691 465 0.08% 0.08% 517 0 0.0% Q2 2026 Aug 03, 2026
Root Financial Partners, LLC History No change 12,493 460 0.02% 0.02% 518 0 0.0% Q2 2026 Jul 29, 2026
Inspire Advisors, LLC History No change 12,534 459 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 12,440 458 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 12,372 455 0.04% 0.04% 521 0 0.0% Q2 2026 Jul 31, 2026
Jessup Wealth Management, Inc History No change 12,324 454 0.14% 0.14% 522 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 12,315 453 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 16, 2026
Obermeyer Wealth Partners History No change 12,285 452 0.02% 0.02% 524 0 0.0% Q2 2026 Jul 29, 2026
American Financial Advisors, LLC History No change 12,232 450 0.05% 0.05% 525 0 0.0% Q2 2026 Jul 14, 2026
Sage Mountain Advisors LLC History No change 12,189 449 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 05, 2026
Falcon Wealth Planning History No change 12,178 448 0.03% 0.03% 527 0 0.0% Q2 2026 Jul 13, 2026
Tailwinds Wealth, LLC History No change 12,137 447 0.26% 0.26% 528 0 0.0% Q2 2026 Jul 13, 2026
STOCK YARDS BANK & TRUST CO History No change 12,130 446 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 19, 2026
Burk Holdings LLC History No change 12,090 445 0.16% 0.16% 530 0 0.0% Q2 2026 Aug 12, 2026
Bluespring Wealth Management, LLC History No change 11,979 441 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 11,926 439 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 31, 2026
TABLEAUX LLC History No change 11,907 438 0.18% 0.18% 533 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 11,854 436 0.2% 0.2% 534 0 0.0% Q2 2026 Aug 13, 2026
THREADGILL FINANCIAL, LLC History No change 11,718 431 0.18% 0.18% 535 0 0.0% Q2 2026 Jul 08, 2026
CERTUITY, LLC History No change 11,463 422 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 28, 2026
Joel Adams & Associates, Inc. History No change 11,407 420 0.27% 0.27% 537 0 0.0% Q2 2026 Aug 06, 2026
AlphaStar Capital Management, LLC History No change 11,305 416 0.03% 0.03% 538 0 0.0% Q2 2026 Jul 30, 2026
Curi Capital, LLC History No change 11,085 408 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 11,064 407 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 12, 2026
MJP ASSOCIATES INC /ADV History No change 10,935 402 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 10,935 402 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 05, 2026
Gemmer Asset Management LLC History No change 10,895 401 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 15, 2026
Shotwell Rutter Baer Inc History No change 10,864 400 0.22% 0.22% 544 0 0.0% Q2 2026 Jul 21, 2026
HRT FINANCIAL LP History No change 10,712 394 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 14, 2026
Abundance Wealth Counselors History No change 10,706 394 0.03% 0.03% 546 0 0.0% Q2 2026 Jul 23, 2026
Cladis Investment Advisory, LLC History No change 10,443 384 0.18% 0.18% 547 0 0.0% Q2 2026 Aug 13, 2026
Oak Wealth Advisors LLC History No change 10,417 383 0.18% 0.18% 548 0 0.0% Q2 2026 Jul 22, 2026
SAGE FINANCIAL GROUP INC History No change 10,263 378 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 21, 2026
Silver Coast Investments LLC History No change 10,240 377 0.11% 0.11% 550 0 0.0% Q2 2026 Jul 24, 2026
Caprock Group, LLC History No change 10,206 376 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 27, 2026
KELLY FINANCIAL GROUP LLC History No change 10,154 374 0.08% 0.08% 552 0 0.0% Q2 2026 Jul 14, 2026
Dunhill Financial, LLC History No change 10,137 373 0.08% 0.08% 553 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 10,112 372 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 13, 2026
Sensenig Capital Advisors, Inc History No change 10,050 370 0.34% 0.34% 555 0 0.0% Q2 2026 Jul 17, 2026
Clayton Financial Group LLC History No change 10,035 369 0.2% 0.2% 556 0 0.0% Q2 2026 Jul 20, 2026
HUB Investment Partners, LLC History No change 9,988 367 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 31, 2026
Essential Planning, LLC. History No change 9,803 361 0.1% 0.1% 558 0 0.0% Q2 2026 Aug 03, 2026
Chico Wealth RIA History No change 9,791 360 0.19% 0.19% 559 0 0.0% Q2 2026 Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 9,717 357 0.04% 0.04% 560 0 0.0% Q2 2026 Jul 13, 2026
NorthAvenue LLC History No change 9,687 356 0.26% 0.26% 561 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9,447 348 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 9,520 347 0.02% 0.02% 563 0 0.0% Q2 2026 Jul 28, 2026
V2 Financial group LLC History No change 9,366 345 0.13% 0.13% 564 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 9,313 343 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 11, 2026
Brookstone Capital Management History No change 9,301 342 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 15, 2026
Lido Advisors, LLC History No change 9,310 342 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 9,257 341 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 06, 2026
WESBANCO BANK INC History No change 9,111 335 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 28, 2026
Ullmann Wealth Partners Group, LLC History No change 9,023 332 0.03% 0.03% 570 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 8,883 327 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 8,863 326 0.1% 0.1% 572 0 0.0% Q2 2026 Jul 27, 2026
Rossby Financial, LCC History No change 8,872 326 0.06% 0.06% 573 0 0.0% Q2 2026 Aug 04, 2026
USAdvisors Wealth Management, LLC History No change 8,730 321 0.09% 0.09% 574 0 0.0% Q2 2026 Jul 29, 2026
BWM Planning, LLC History No change 8,699 320 0.07% 0.07% 575 0 0.0% Q2 2026 Jul 23, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 8,609 317 0.05% 0.05% 576 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 8,587 316 0.03% 0.03% 577 0 0.0% Q2 2026 Jul 28, 2026
Everest Private Wealth History No change 8,585 316 0.12% 0.12% 578 0 0.0% Q2 2026 Aug 07, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 8,590 316 0.04% 0.04% 579 0 0.0% Q2 2026 Aug 14, 2026
MB Generational Wealth, LLC History No change 8,490 312 0.15% 0.15% 580 0 0.0% Q2 2026 Jul 31, 2026
Sound Income Strategies, LLC History No change 8,384 308 0.01% 0.01% 581 0 0.0% Q3 2026 Oct 09, 2026
Modern Wealth Management, LLC History No change 8,297 305 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
OPTIMA CAPITAL LLC History No change 8,252 304 0.12% 0.12% 583 0 0.0% Q2 2026 Jul 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,222 302 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 13, 2026
Forefront Wealth Partners, LLC History No change 8,211 302 0.09% 0.09% 585 0 0.0% Q2 2026 Aug 20, 2026
Trust Point Inc. History No change 8,106 298 0.03% 0.03% 586 0 0.0% Q2 2026 Jul 08, 2026
Oakwell Private Wealth Management, LLC History No change 7,981 294 0.05% 0.05% 587 0 0.0% Q2 2026 Aug 03, 2026
FFT WEALTH MANAGEMENT LLC History No change 7,967 293 0.05% 0.05% 588 0 0.0% Q2 2026 Jul 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 7,906 291 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 14, 2026
Pine Valley Investments Ltd Liability Co History No change 7,875 290 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 24, 2026
Affinity Capital Advisors, LLC History No change 7,732 287 0.04% 0.04% 591 0 0.0% Q2 2026 Jul 08, 2026
SCS Capital Management LLC History No change 7,745 285 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 06, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 7,713 284 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 7,734 284 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 7,702 283 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Added to 7,564 280 0.01% 0.01% 596 +21 0.28% Q3 2026 Oct 08, 2026
Atlas Wealth LLC History No change 7,619 280 0.04% 0.04% 597 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 7,610 280 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History New 7,501 277 0.02% — 600 +7,501 New Q3 2026 Oct 06, 2026
Canvas Wealth Advisors, LLC History No change 7,543 277 0.04% 0.04% 599 0 0.0% Q2 2026 Jul 10, 2026
HARBOUR INVESTMENTS, INC. History No change 7,441 274 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 7,420 273 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 12, 2026
Cedar Point Capital Partners, LLC History No change 7,420 273 0.16% 0.16% 603 0 0.0% Q2 2026 Jul 27, 2026
Milestone Asset Management Group, LLC History No change 7,360 271 0.14% 0.14% 604 0 0.0% Q2 2026 Jul 30, 2026
AdvisorNet Financial, Inc History No change 7,154 263 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 7,091 261 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 21, 2026
Arbor Wealth Advisors LLC History Reduced 6,947 257 0.16% 0.16% 608 -320 -4.4% Q3 2026 Oct 09, 2026
Cadent Capital Advisors, LLC History No change 6,964 257 0.06% 0.05% 607 0 0.0% Q3 2026 Oct 09, 2026
Wealthcare Advisory Partners LLC History No change 6,948 255 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 09, 2026
Perennial Advisors, LLC History No change 6,931 255 0.04% 0.04% 610 0 0.0% Q2 2026 Jul 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 6,925 253 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 14, 2026
RHS Financial, LLC History No change 6,891 253 0.1% 0.1% 612 0 0.0% Q2 2026 Aug 07, 2026
Blue Fin Capital, Inc. History No change 6,760 249 0.04% 0.04% 613 0 0.0% Q2 2026 Aug 04, 2026
Abacus Wealth Partners, LLC History No change 6,721 247 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 22, 2026
FSA Advisors, Inc. History No change 6,701 246 0.11% 0.11% 615 0 0.0% Q2 2026 Aug 17, 2026
Ausdal Financial Partners, Inc. History No change 6,671 245 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 6,503 239 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 6,474 238 0.01% 0.01% 618 0 0.0% Q2 2026 Jul 07, 2026
Waterloo Capital, L.P. History No change 6,475 238 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 29, 2026
GREAT OAK CAPITAL PARTNERS, LLC History No change 6,534 236 0.05% 0.05% 620 0 0.0% Q2 2026 Jul 14, 2026
Holistic Financial Partners History No change 6,382 235 0.14% 0.14% 621 0 0.0% Q2 2026 Jul 23, 2026
Compound Planning, Inc. History No change 6,360 234 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,286 231 0.0% 0.0% 623 0 0.0% Q2 2026 Sep 23, 2026
FIRST CITIZENS BANK & TRUST CO History No change 6,248 230 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 13, 2026
Connecticut Wealth Management, LLC History No change 6,103 224 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 29, 2026
Orin Green Financial, LLC History No change 6,087 224 0.08% 0.08% 626 0 0.0% Q2 2026 Jul 13, 2026
COOPER/HAIMS ADVISORS, LLC History No change 6,075 223 0.1% 0.1% 627 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 6,000 221 0.05% 0.05% 628 0 0.0% Q2 2026 Jul 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 5,933 218 0.06% 0.06% 629 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History No change 5,874 216 0.05% 0.05% 630 0 0.0% Q2 2026 Jul 16, 2026
SAPIENT CAPITAL LLC History New 5,816 215 0.0% — 631 +5,816 New Q3 2026 Oct 08, 2026
Moors & Cabot, Inc. History No change 5,828 214 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 10, 2026
American Capital Advisory, LLC History No change 5,789 213 0.08% 0.08% 633 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 5,737 212 0.06% 0.06% 635 +27 0.47% Q3 2026 Oct 07, 2026
Wescott Financial Advisory Group, LLC History No change 5,771 212 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 04, 2026
Venture Visionary Partners LLC History New 5,716 211 0.01% — 636 +5,716 New Q3 2026 Oct 07, 2026
Ashton Thomas Private Wealth, LLC History No change 5,680 209 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 29, 2026
Glass Jacobson Investment Advisors llc History No change 5,658 208 0.06% 0.06% 638 0 0.0% Q2 2026 Jul 30, 2026
Sowell Financial Services LLC History No change 5,628 207 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 17, 2026
Rodgers & Associates, LTD History No change 5,636 207 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 5,575 205 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 12, 2026
BDFS Capital LLC History No change 5,574 205 0.09% 0.09% 642 0 0.0% Q2 2026 Jul 15, 2026
NBT BANK, N.A. History No change 5,539 204 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 29, 2026
Arbor Investment Advisors, LLC History No change 5,552 204 0.02% 0.02% 644 0 0.0% Q2 2026 Jul 24, 2026
Financial Strategies Group, Inc. History No change 5,586 203 0.03% 0.03% 645 0 0.0% Q2 2026 Aug 10, 2026
Grove Street Fiduciary, LLC History No change 5,509 202 0.09% 0.09% 646 0 0.0% Q2 2026 Jul 23, 2026
Oakworth Capital, Inc. History No change 5,295 195 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 5,171 190 0.04% 0.04% 648 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History No change 4,911 181 0.03% 0.03% 649 0 0.0% Q3 2026 Oct 07, 2026
VANGUARD ADVISERS INC History No change 4,628 170 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,574 168 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 4,374 161 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 29, 2026
VSM Wealth Advisory, LLC History No change 4,389 161 0.04% 0.04% 653 0 0.0% Q2 2026 Jul 22, 2026
Coston, McIsaac & Partners History No change 4,172 153 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 4,131 152 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 4,120 148 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 3,948 145 0.03% 0.03% 657 0 0.0% Q2 2026 Jul 15, 2026
Kings Path Partners LLC History No change 3,916 144 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 14, 2026
Golden State Wealth Management, LLC History No change 3,883 143 0.01% 0.01% 659 0 0.0% Q2 2026 Jul 22, 2026
Cordant, Inc. History No change 3,811 140 0.05% 0.05% 660 0 0.0% Q2 2026 Jul 14, 2026
Parallel Advisors, LLC History No change 3,640 134 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 3,461 127 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 3,378 124 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 07, 2026
Navigoe, LLC History No change 3,144 115 0.06% 0.06% 664 0 0.0% Q2 2026 Jul 31, 2026
JNBA Financial Advisors History No change 3,107 114 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Advisors History No change 2,517 92 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,475 91 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 14, 2026
Orion Capital Management LLC History No change 2,431 89 0.03% 0.03% 668 0 0.0% Q2 2026 Aug 17, 2026
FINANCIAL CONSULATE, INC History No change 2,413 88 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2,308 85 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,281 84 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 2,269 83 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 06, 2026
Align Financial, LLC History No change 2,077 76 0.04% 0.04% 673 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 1,960 72 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 22, 2026
Copia Wealth Management History No change 1,893 69 0.04% 0.04% 675 0 0.0% Q2 2026 Aug 17, 2026
CX Institutional History Reduced 1,727 64 0.0% 0.0% 676 -129 -6.95% Q3 2026 Oct 02, 2026
Miller Capital Partners, Inc. History No change 1,718 63 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 12, 2026
Olistico Wealth, LLC History Added to 1,595 59 0.02% 0.02% 678 +15 0.95% Q3 2026 Oct 05, 2026
Owl Creek Wealth Partners LLC History No change 1,565 57 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 20, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,539 56 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 31, 2026
Nemes Rush Group LLC History No change 1,459 53 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 1,440 53 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 14, 2026
Oakmont Advisory Group, LLC History No change 1,378 50 0.04% 0.04% 683 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,353 49 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,301 47 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 21, 2026
Institute for Wealth Management, LLC. History No change 1,279 47 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 1,225 45 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 24, 2026
Pillar Financial Advisors, LLC History No change 1,146 42 0.02% 0.02% 688 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF VERMONT History No change 1,132 41 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 1,102 40 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 975 35 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 935 34 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 917 33 0.0% 0.0% 693 0 0.0% Q3 2026 Oct 08, 2026
Private Wealth Management Group, LLC History No change 884 32 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 834 30 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 06, 2026
Tradewinds Capital Management, LLC History No change 640 23 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 23, 2026
Winch Advisory Services, LLC History No change 604 22 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 557 20 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 13, 2026
Birchwood Financial Partners, Inc. History No change 520 19 0.02% 0.02% 699 0 0.0% Q2 2026 Aug 06, 2026
Downshift Financial, LLC History No change 486 17 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 408 15 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 385 14 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 393 14 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 375 13 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 11, 2026
Hughes Financial Services, LLC History No change 331 12 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 266 10 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 294 10 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 282 10 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Wealth Strategies, LLC History No change 248 9 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 213 7 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 23, 2026
Nalls Sherbakoff Group, LLC History No change 169 6 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 17, 2026
Wilkerson Advisory Group LLC History No change 173 6 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 159 5 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 31, 2026
SIMPLEX TRADING, LLC History No change 89 3 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 43 1 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON TRUST CO History Closed out 0 0 — 0.08% — -5,490 -100.0% Q3 2026 Oct 09, 2026
Go Invest LLC History Closed out 0 0 — 0.01% — -727 -100.0% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026