Dimensional ETF Trust - DFUS

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
PRUDENTIAL FINANCIAL INC History No change 39,752,037 3,257,281 3.55% 3.55% 1 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 9,443,034 773,762 0.79% 0.79% 2 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 7,371,581 603,879 16.97% 16.97% 3 0 0.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History No change 5,198,745 425,985 16.55% 16.55% 4 0 0.0% Q2 2026 Jul 29, 2026
Index Fund Advisors, Inc. History No change 4,989,844 408,867 16.23% 16.23% 5 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 4,839,412 396,541 4.49% 4.49% 6 0 0.0% Q2 2026 Aug 10, 2026
Plancorp, LLC History No change 4,426,858 362,515 8.85% 8.85% 7 0 0.0% Q2 2026 Jul 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,929,304 321,967 0.4% 0.4% 8 0 0.0% Q2 2026 Aug 19, 2026
TCI Wealth Advisors, Inc. History No change 3,829,125 313,758 13.57% 13.57% 9 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History No change 4,250,622 301,411 12.26% 12.26% 10 0 0.0% Q2 2026 Jul 09, 2026
LPL Financial LLC History No change 3,407,781 279,233 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 3,321,135 272,133 0.16% 0.16% 12 0 0.0% Q2 2026 Aug 13, 2026
Great Waters Wealth Management History Added to 3,114,270 258,577 23.25% 22.28% 13 +179,602 6.12% Q3 2026 Oct 07, 2026
Focus Partners Advisor Solutions, LLC History No change 2,699,030 221,158 1.87% 1.87% 14 0 0.0% Q2 2026 Aug 06, 2026
Zhang Financial LLC History No change 2,660,097 217,968 6.37% 6.37% 15 0 0.0% Q2 2026 Jul 30, 2026
Mariner, LLC History No change 2,618,024 214,493 0.23% 0.23% 16 0 0.0% Q2 2026 Aug 13, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 2,353,192 192,820 42.05% 42.05% 17 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History Reduced 2,155,906 182,497 2.31% 2.54% 18 -43,810 -1.99% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 1,865,705 151,644 4.93% 4.93% 19 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 1,771,769 145,178 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,726,300 141,453 9.12% 9.12% 21 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,706,447 139,826 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,591,766 130,429 0.16% 0.16% 23 0 0.0% Q2 2026 Jul 29, 2026
Flagstone Financial Management History No change 1,555,365 127,446 28.5% 28.5% 24 0 0.0% Q2 2026 Jul 21, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,429,525 117,135 0.03% 0.03% 25 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 1,397,315 114,496 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 1,333,612 109,276 5.45% 5.45% 27 0 0.0% Q2 2026 Jul 10, 2026
Intelligence Driven Advisers, LLC History Added to 1,293,755 107,420 18.54% 17.02% 28 +14,628 1.14% Q3 2026 Oct 09, 2026
Corient Private Wealth LP History No change 1,298,158 106,371 0.15% 0.15% 29 0 0.0% Q2 2026 Aug 27, 2026
Sequoia Financial Advisors, LLC History No change 1,269,391 104,013 0.52% 0.52% 30 0 0.0% Q2 2026 Jul 17, 2026
Savant Capital, LLC History No change 1,252,540 102,800 0.3% 0.3% 31 0 0.0% Q2 2026 Aug 10, 2026
Colony Family Offices, LLC History No change 1,204,562 98,701 21.69% 21.69% 32 0 0.0% Q2 2026 Jul 20, 2026
Modera Wealth Management, LLC History No change 1,177,121 96,453 1.03% 1.03% 33 0 0.0% Q2 2026 Aug 03, 2026
DiNuzzo Private Wealth, Inc. History No change 1,169,867 95,858 9.48% 9.48% 34 0 0.0% Q2 2026 Jul 10, 2026
Forum Financial Management, LP History No change 1,145,416 93,855 1.21% 1.21% 35 0 0.0% Q2 2026 Jul 23, 2026
Chicago Partners Investment Group LLC History No change 1,149,698 92,815 1.86% 1.86% 36 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,041,811 84,696 0.14% 0.14% 37 0 0.0% Q2 2026 Jul 15, 2026
Foster Group, Inc. History No change 941,437 77,141 2.05% 2.05% 38 0 0.0% Q2 2026 Jul 07, 2026
Austin Asset Management Co Inc History No change 941,091 77,112 10.75% 10.75% 39 0 0.0% Q2 2026 Jul 31, 2026
CHOREO, LLC History No change 935,798 76,679 0.84% 0.84% 40 0 0.0% Q2 2026 Aug 04, 2026
Evanson Financial, LLC History No change 930,248 76,224 3.73% 3.73% 41 0 0.0% Q2 2026 Jul 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 922,805 75,614 0.12% 0.12% 42 0 0.0% Q2 2026 Aug 13, 2026
Elser Financial Planning, Inc History No change 920,864 75,455 3.27% 3.27% 43 0 0.0% Q2 2026 Jul 14, 2026
OLIO Financial Planning History No change 896,829 73,486 18.23% 18.23% 44 0 0.0% Q2 2026 Jul 17, 2026
PENNEY FINANCIAL, LLC History No change 893,449 73,209 25.59% 25.59% 45 0 0.0% Q2 2026 Jul 22, 2026
Heritage Wealth Management, Inc./Texas History No change 889,725 72,903 28.07% 28.07% 46 0 0.0% Q2 2026 Aug 10, 2026
Wealth Management Nebraska History No change 882,866 72,342 6.45% 6.45% 47 0 0.0% Q2 2026 Jul 27, 2026
Quadcap Wealth Management, LLC History No change 863,161 70,727 6.88% 6.88% 48 0 0.0% Q2 2026 Jul 31, 2026
Tencap Wealth Coaching, LLC History No change 843,306 69,170 21.93% 21.93% 49 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 834,751 67,848 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Aspen Wealth Management LLC History No change 827,733 67,824 11.52% 11.52% 51 0 0.0% Q2 2026 Jul 31, 2026
Farther Finance Advisors, LLC History Added to 808,133 67,099 0.47% 0.38% 52 +216,350 36.56% Q3 2026 Oct 08, 2026
Beacon Pointe Advisors, LLC History No change 781,601 64,044 0.3% 0.3% 53 0 0.0% Q2 2026 Aug 18, 2026
Kestra Advisory Services, LLC History No change 779,203 63,847 0.21% 0.21% 54 0 0.0% Q2 2026 Jul 28, 2026
1900 WEALTH MANAGEMENT LLC History No change 776,310 63,610 3.54% 3.54% 55 0 0.0% Q2 2026 Aug 04, 2026
Foundry Financial LLC History No change 763,870 62,591 21.08% 21.08% 56 0 0.0% Q2 2026 Jul 21, 2026
RS CRUM INC. History No change 753,902 61,774 11.58% 11.58% 57 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 718,664 58,875 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 703,277 57,626 0.38% 0.38% 59 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 703,089 57,611 0.05% 0.05% 60 0 0.0% Q2 2026 Aug 12, 2026
Hurlow Wealth Management Group, Inc. History No change 697,119 57,121 11.88% 11.88% 61 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 691,296 56,644 0.07% 0.07% 62 0 0.0% Q2 2026 Jul 28, 2026
Everest Private Wealth History No change 686,579 56,258 20.99% 20.99% 63 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 686,225 56,229 0.1% 0.1% 64 0 0.0% Q2 2026 Jul 30, 2026
Vermillion Wealth Management, Inc. History No change 681,053 55,805 13.08% 13.08% 65 0 0.0% Q2 2026 Jul 15, 2026
Crusonia Wealth Advisors LLC History No change 660,410 54,114 8.88% 8.88% 66 0 0.0% Q2 2026 Jul 30, 2026
Crown Wealth Group, LLC History No change 657,362 53,864 13.71% 13.71% 67 0 0.0% Q2 2026 Jul 21, 2026
Equitable Holdings, Inc. History No change 632,306 51,811 0.31% 0.31% 68 0 0.0% Q2 2026 Aug 17, 2026
McLean Asset Management Corp History No change 621,126 50,677 6.7% 6.7% 69 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 612,696 50,204 0.23% 0.23% 70 0 0.0% Q2 2026 Jul 27, 2026
CWS Financial Advisors, LLC History No change 586,781 48,080 10.67% 10.67% 71 0 0.0% Q2 2026 Jul 30, 2026
Pine Harbor Wealth Management, LLC History No change 579,315 47,469 12.71% 12.71% 72 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 575,408 47,148 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 05, 2026
Three Arch Wealth Management LLC History No change 573,323 46,978 7.21% 7.21% 74 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 566,467 46,416 1.32% 1.32% 75 0 0.0% Q2 2026 Jul 07, 2026
Disciplined Equity Management, Inc. History No change 556,457 45,596 20.19% 20.19% 76 0 0.0% Q2 2026 Jul 29, 2026
Parkwoods Wealth Partners, LLC History No change 539,447 44,202 7.1% 7.1% 77 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 536,208 43,936 0.09% 0.09% 78 0 0.0% Q2 2026 Aug 07, 2026
Graver Capital Management, LLC History No change 517,252 42,383 30.19% 30.19% 79 0 0.0% Q2 2026 Aug 07, 2026
Greenspring Advisors, LLC History No change 508,931 41,701 2.31% 2.31% 80 0 0.0% Q2 2026 Aug 11, 2026
Heritage Investment Group, Inc. History No change 502,967 41,213 5.54% 5.54% 81 0 0.0% Q2 2026 Jul 29, 2026
Guardian Wealth Management, LLC History No change 494,759 40,540 11.37% 11.37% 82 0 0.0% Q2 2026 Jul 24, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 492,705 40,372 3.19% 3.19% 83 0 0.0% Q2 2026 Aug 06, 2026
Freedom Investment Management, Inc. History No change 486,503 39,864 11.1% 11.1% 84 0 0.0% Q2 2026 Aug 10, 2026
Mason & Associates Inc History No change 481,535 39,456 6.37% 6.37% 85 0 0.0% Q2 2026 Jul 23, 2026
Owl Creek Wealth Partners LLC History No change 480,458 39,368 11.52% 11.52% 86 0 0.0% Q2 2026 Jul 20, 2026
TCP Asset Management, LLC History No change 474,753 38,901 4.41% 4.41% 87 0 0.0% Q2 2026 Jul 15, 2026
AQR CAPITAL MANAGEMENT LLC History No change 466,528 38,227 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 459,468 37,648 4.99% 4.99% 89 0 0.0% Q2 2026 Aug 04, 2026
ARK & TLK INVESTMENTS, LLC History No change 453,692 37,175 9.16% 9.16% 90 0 0.0% Q2 2026 Jul 20, 2026
Retirement Solution LLC History No change 448,251 36,729 7.18% 7.18% 91 0 0.0% Q2 2026 Aug 11, 2026
KM Capital Management Ltd. History No change 443,216 36,317 17.07% 17.07% 92 0 0.0% Q2 2026 Aug 14, 2026
DIXON FNANCIAL SERVICES, INC. History No change 429,043 35,155 14.24% 14.24% 93 0 0.0% Q2 2026 Jul 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 422,966 34,657 0.42% 0.42% 94 0 0.0% Q2 2026 Jul 20, 2026
AG Asset Advisory, LLC History No change 403,309 33,047 26.73% 26.73% 95 0 0.0% Q2 2026 Aug 03, 2026
Timonier Family Office, LTD. History No change 381,895 31,292 8.84% 8.84% 96 0 0.0% Q2 2026 Aug 03, 2026
Premier Financial Group History No change 378,242 30,993 6.23% 6.23% 97 0 0.0% Q2 2026 Sep 18, 2026
Warburton Capital Management, LLC History No change 367,506 30,113 12.25% 12.25% 98 0 0.0% Q2 2026 Jul 31, 2026
Investmark Advisory Group LLC History No change 365,001 29,908 11.36% 11.36% 99 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 359,582 29,464 1.85% 1.85% 100 0 0.0% Q2 2026 Jul 30, 2026
Royal Harbor Partners, LLC History No change 359,212 29,433 9.12% 9.12% 101 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 343,173 28,119 1.17% 1.17% 102 0 0.0% Q2 2026 Aug 06, 2026
Allodium Investment Consultants, LLC History No change 341,010 27,942 11.87% 11.87% 103 0 0.0% Q2 2026 Jul 14, 2026
OneDigital Investment Advisors LLC History No change 340,267 27,881 0.24% 0.24% 104 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 331,141 27,134 0.06% 0.06% 105 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 328,224 26,894 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 13, 2026
Meritas Wealth Management, LLC History No change 327,390 26,826 10.48% 10.48% 107 0 0.0% Q2 2026 Jul 21, 2026
KEB ASSET MANAGEMENT, LLC History No change 320,184 26,235 4.25% 4.25% 108 0 0.0% Q2 2026 Jul 14, 2026
Sterling Wealth Advisors Inc History No change 316,052 25,897 14.08% 14.08% 109 0 0.0% Q2 2026 Jul 23, 2026
Babb Wealth Advisors LLC History No change 314,557 25,774 12.42% 12.42% 110 0 0.0% Q2 2026 Aug 13, 2026
Optimus Capital Advisors, LLC History No change 310,495 25,441 13.66% 13.66% 111 0 0.0% Q2 2026 Jul 16, 2026
One Capital Management, LLC History No change 354,994 25,172 0.7% 0.7% 112 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 306,785 25,137 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Trinity Financial Advisors LLC History Reduced 301,875 25,064 6.45% 6.38% 114 -1,152 -0.38% Q3 2026 Oct 08, 2026
CLARIS ADVISORS, LLC / MO / History No change 300,617 24,632 6.43% 6.43% 115 0 0.0% Q2 2026 Jul 21, 2026
Bernardo Wealth Planning LLC History No change 300,091 24,589 4.2% 4.2% 116 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 297,838 24,406 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 297,466 24,374 8.87% 8.87% 118 0 0.0% Q2 2026 Jul 28, 2026
Cypress Point Wealth Management, LLC History No change 292,275 23,949 4.87% 4.87% 119 0 0.0% Q2 2026 Jul 17, 2026
CarsonAllaria Wealth Management, Ltd. History No change 283,672 23,244 10.07% 10.07% 120 0 0.0% Q2 2026 Jul 28, 2026
Pillar Financial Advisors, LLC History No change 277,505 22,738 11.89% 11.89% 121 0 0.0% Q2 2026 Jul 24, 2026
Mendota Financial Group, LLC History Reduced 273,353 22,696 14.08% 14.03% 122 -2,958 -1.07% Q3 2026 Oct 07, 2026
Ruedi Wealth Management, Inc. History No change 262,879 21,540 5.05% 5.05% 123 0 0.0% Q2 2026 Jul 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 264,867 21,239 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
GEM Asset Management, LLC History No change 251,755 20,628 8.13% 8.13% 125 0 0.0% Q2 2026 Jul 21, 2026
Spire Wealth Management History No change 251,155 20,579 0.62% 0.62% 126 0 0.0% Q2 2026 Jul 15, 2026
LEGACY FINANCIAL GROUP, INC. History No change 249,348 20,431 4.77% 4.77% 127 0 0.0% Q2 2026 Jul 30, 2026
Security Financial Services, INC. History No change 247,063 20,244 2.81% 2.81% 128 0 0.0% Q2 2026 Jul 15, 2026
Strategic Investment Solutions, Inc. /IL History No change 239,793 19,649 4.49% 4.49% 129 0 0.0% Q2 2026 Jul 08, 2026
CARDIFF PARK ADVISORS, LLC History No change 238,454 19,538 1.52% 1.52% 130 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 232,677 19,065 0.96% 0.96% 131 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 230,591 18,894 0.19% 0.19% 132 0 0.0% Q2 2026 Aug 11, 2026
Tassel Capital Management, Inc. History No change 228,966 18,761 8.78% 8.78% 133 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 223,473 18,311 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
KPP Advisory Services LLC History No change 218,892 17,936 2.27% 2.27% 135 0 0.0% Q2 2026 Jul 24, 2026
Capstone Wealth Management, LLC History No change 217,893 17,854 8.28% 8.28% 136 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 214,100 17,543 0.28% 0.28% 137 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 213,916 17,528 0.46% 0.46% 138 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Group, LLC History No change 211,439 17,325 3.76% 3.76% 139 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 210,096 17,215 0.12% 0.12% 140 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 209,395 17,157 1.38% 1.38% 141 0 0.0% Q2 2026 Jul 16, 2026
STIFEL FINANCIAL CORP History No change 207,764 17,024 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 204,580 16,763 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 14, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History No change 201,254 16,490 12.81% 12.81% 144 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 189,403 15,519 0.09% 0.09% 145 0 0.0% Q2 2026 Jul 29, 2026
Kraft, Davis & Associates, LLC History No change 184,603 15,021 3.14% 3.14% 146 0 0.0% Q2 2026 Jul 09, 2026
Kestra Investment Management, LLC History No change 182,065 14,918 0.29% 0.29% 147 0 0.0% Q2 2026 Aug 05, 2026
American Investment Services, Inc. History No change 181,888 14,903 3.15% 3.15% 148 0 0.0% Q2 2026 Aug 12, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 176,175 14,435 1.9% 1.9% 149 0 0.0% Q2 2026 Jul 13, 2026
Concord Wealth Partners History No change 175,929 14,415 1.65% 1.65% 150 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Union Bankshares Corp History No change 174,178 14,272 0.24% 0.24% 151 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History No change 173,937 14,252 0.81% 0.81% 152 0 0.0% Q2 2026 Aug 04, 2026
V2 Financial group LLC History No change 173,035 14,178 5.28% 5.28% 153 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 172,881 14,165 0.08% 0.08% 154 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Management Group, LLC History No change 172,340 14,121 3.28% 3.28% 155 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 172,218 14,111 0.06% 0.06% 156 0 0.0% Q2 2026 Aug 11, 2026
SUTTON PLACE INVESTORS LLC History No change 169,100 13,856 6.71% 6.71% 157 0 0.0% Q2 2026 Aug 06, 2026
AWM CAPITAL, LLC History No change 166,290 13,625 1.09% 1.09% 158 0 0.0% Q2 2026 Jul 31, 2026
Alpha Financial Advisors, LLC History No change 162,455 13,311 3.48% 3.48% 159 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Solutions Inc. History No change 157,689 12,921 4.9% 4.9% 160 0 0.0% Q2 2026 Jul 13, 2026
Coston, McIsaac & Partners History No change 157,646 12,916 2.6% 2.6% 161 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisory Team LLC History No change 156,140 12,794 10.4% 10.4% 162 0 0.0% Q2 2026 Jul 23, 2026
Warwick Investment Management, Inc. History No change 155,213 12,718 1.43% 1.43% 163 0 0.0% Q2 2026 Jul 31, 2026
Rehmann Capital Advisory Group History No change 155,554 12,675 0.58% 0.58% 164 0 0.0% Q2 2026 Aug 20, 2026
Savvy Advisors, Inc. History No change 153,965 12,615 0.27% 0.27% 165 0 0.0% Q2 2026 Aug 03, 2026
BostonPremier Wealth LLC History No change 153,731 12,596 5.35% 5.35% 166 0 0.0% Q2 2026 Jul 24, 2026
Envision Financial Planning, LLC History No change 153,699 12,594 4.1% 4.1% 167 0 0.0% Q2 2026 Aug 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 150,832 12,359 1.21% 1.21% 168 0 0.0% Q2 2026 Jul 28, 2026
Cedar Point Capital Partners, LLC History No change 150,759 12,353 7.11% 7.11% 169 0 0.0% Q2 2026 Jul 27, 2026
Herold Advisors, Inc. History No change 148,859 12,198 2.41% 2.41% 170 0 0.0% Q2 2026 Jul 22, 2026
Hughes Financial Services, LLC History No change 148,814 12,193 1.62% 1.62% 171 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Financial Group, LLC /NE/ History No change 148,587 12,175 7.5% 7.5% 172 0 0.0% Q2 2026 Aug 11, 2026
CGN Advisors LLC History No change 145,904 11,955 0.87% 0.87% 173 0 0.0% Q2 2026 Jul 06, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 145,653 11,934 8.08% 8.08% 174 0 0.0% Q2 2026 Jul 22, 2026
Embree Financial Group History No change 145,623 11,932 1.19% 1.19% 175 0 0.0% Q2 2026 Jul 15, 2026
CFS Investment Advisory Services, LLC History No change 143,910 11,744 0.78% 0.78% 176 0 0.0% Q2 2026 Jul 16, 2026
Tillman Hartley LLC History No change 142,075 11,641 2.62% 2.62% 177 0 0.0% Q2 2026 Aug 06, 2026
Fund Evaluation Group, LLC History No change 140,789 11,536 0.31% 0.31% 178 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 139,412 11,423 0.37% 0.37% 179 0 0.0% Q2 2026 Jul 17, 2026
Broadhurst Jeffrey B History No change 138,160 11,320 24.09% 24.09% 180 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 136,546 11,188 0.15% 0.15% 181 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 135,509 11,103 0.13% 0.13% 182 0 0.0% Q2 2026 Jul 22, 2026
Team Hewins, LLC History No change 134,100 10,988 3.01% 3.01% 183 0 0.0% Q2 2026 Jul 29, 2026
Topsail Wealth Management, LLC History No change 128,052 10,492 1.34% 1.34% 184 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 126,210 10,341 1.3% 1.3% 185 0 0.0% Q2 2026 Jul 14, 2026
VSM Wealth Advisory, LLC History No change 123,681 10,134 2.69% 2.69% 186 0 0.0% Q2 2026 Jul 22, 2026
LVZ, Inc. History No change 123,390 10,110 1.03% 1.03% 187 0 0.0% Q2 2026 Jul 09, 2026
Richard Young Associates, Ltd. History No change 120,676 9,888 6.57% 6.57% 188 0 0.0% Q2 2026 Jul 27, 2026
Seneschal Advisors, LLC History No change 118,371 9,699 6.64% 6.64% 189 0 0.0% Q2 2026 Aug 13, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 118,167 9,682 3.46% 3.46% 190 0 0.0% Q2 2026 Jul 23, 2026
Yardley Wealth Management LLC History No change 117,898 9,660 4.39% 4.39% 191 0 0.0% Q2 2026 Jul 16, 2026
Financial Engines Advisors L.L.C. History No change 117,068 9,592 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 114,492 9,381 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 12, 2026
Altiora Financial Group, LLC History No change 111,570 9,142 1.44% 1.44% 194 0 0.0% Q2 2026 Aug 07, 2026
JDH Wealth Management, LLC History No change 110,958 9,091 5.53% 5.53% 195 0 0.0% Q2 2026 Jul 22, 2026
FMB WEALTH MANAGEMENT History No change 110,953 9,091 3.34% 3.34% 196 0 0.0% Q2 2026 Jul 27, 2026
Lauterbach Financial Advisors, LLC History No change 108,460 8,887 3.82% 3.82% 197 0 0.0% Q2 2026 Jul 27, 2026
SeaBridge Investment Advisors LLC History No change 107,387 8,799 1.27% 1.27% 198 0 0.0% Q2 2026 Jul 17, 2026
Kondo Wealth Advisors, Inc. History No change 106,652 8,739 2.92% 2.92% 199 0 0.0% Q2 2026 Jul 21, 2026
Capstone Wealth Management, Inc. History No change 106,355 8,718 6.54% 6.54% 200 0 0.0% Q2 2026 Aug 13, 2026
Burk Holdings LLC History No change 105,854 8,673 3.21% 3.21% 201 0 0.0% Q2 2026 Aug 12, 2026
Tortoise Investment Management, LLC History No change 105,284 8,626 0.64% 0.64% 202 0 0.0% Q2 2026 Aug 07, 2026
Quantum Financial Advisors, LLC History No change 104,854 8,591 0.85% 0.85% 203 0 0.0% Q2 2026 Jul 08, 2026
CVA Family Office, LLC History No change 103,048 8,443 0.76% 0.76% 204 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 102,083 8,364 0.21% 0.21% 205 0 0.0% Q2 2026 Jul 29, 2026
SEMITAM BONAM LLC History No change 101,537 8,319 6.11% 6.11% 206 0 0.0% Q2 2026 Jul 24, 2026
FMR LLC History No change 100,128 8,204 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 100,458 8,196 1.67% 1.67% 208 0 0.0% Q2 2026 Aug 06, 2026
Bluespring Wealth Management, LLC History No change 97,382 7,979 0.15% 0.15% 209 0 0.0% Q2 2026 Aug 11, 2026
Arista Wealth Management, LLC History No change 97,246 7,968 0.86% 0.86% 210 0 0.0% Q2 2026 Jul 08, 2026
Ridgeline Wealth, LLC History No change 96,370 7,896 4.62% 4.62% 211 0 0.0% Q2 2026 Jul 06, 2026
EnRich Financial Partners LLC History No change 96,228 7,884 1.87% 1.87% 212 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 93,263 7,641 0.26% 0.26% 213 0 0.0% Q2 2026 Jul 24, 2026
DWR WEALTH MANAGEMENT, LLC History No change 91,640 7,448 5.57% 5.57% 214 0 0.0% Q2 2026 Jul 07, 2026
Diversify Advisory Services, LLC History No change 91,833 7,418 0.12% 0.12% 215 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 91,833 7,418 0.12% 0.12% 216 0 0.0% Q2 2026 Jul 29, 2026
Aurelius Family Office LLC History No change 88,717 7,269 2.86% 2.86% 217 0 0.0% Q2 2026 Jul 13, 2026
Gemmer Asset Management LLC History No change 88,405 7,243 0.49% 0.49% 218 0 0.0% Q2 2026 Jul 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 87,654 7,182 0.35% 0.35% 219 0 0.0% Q2 2026 Jul 20, 2026
Pathstone Holdings, LLC History No change 87,224 7,147 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 13, 2026
Elm Partners Management LLC History No change 85,046 6,968 0.21% 0.21% 221 0 0.0% Q2 2026 Oct 07, 2026
RFG Advisory, LLC History No change 84,838 6,951 0.11% 0.11% 222 0 0.0% Q2 2026 Jul 15, 2026
Symmetry Partners, LLC History No change 82,599 6,768 0.35% 0.35% 223 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 80,910 6,633 0.04% 0.04% 224 0 0.0% Q2 2026 Aug 14, 2026
Innovative Wealth Building LLC History No change 79,244 6,493 3.77% 3.77% 225 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 78,805 6,457 0.23% 0.23% 226 0 0.0% Q2 2026 Aug 13, 2026
CLG LLC History No change 78,284 6,414 1.41% 1.41% 227 0 0.0% Q2 2026 Jul 16, 2026
DBK Financial Counsel, LLC History No change 77,607 6,359 5.34% 5.34% 228 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 76,767 6,355 0.35% 0.35% 229 0 0.0% Q2 2026 Aug 05, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 77,538 6,353 2.31% 2.31% 230 0 0.0% Q2 2026 Jul 14, 2026
Heck Capital Advisors, LLC History No change 77,208 6,326 0.38% 0.38% 231 0 0.0% Q2 2026 Jul 10, 2026
Vantage Point Financial LLC History No change 76,349 6,256 1.91% 1.91% 232 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History Reduced 74,546 6,189 0.09% 0.09% 233 -7,453 -9.09% Q3 2026 Oct 08, 2026
Independent Wealth Network Inc. History No change 75,206 6,162 1.57% 1.57% 234 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Advisors, LLC History No change 74,634 6,115 0.06% 0.06% 235 0 0.0% Q2 2026 Aug 06, 2026
Oakmont Advisory Group, LLC History No change 74,146 6,075 5.1% 5.1% 236 0 0.0% Q2 2026 Aug 03, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 73,836 6,050 4.25% 4.25% 237 0 0.0% Q2 2026 Jul 29, 2026
Avant Financial Advisors LLC History No change 73,187 5,996 3.73% 3.73% 238 0 0.0% Q2 2026 Jul 09, 2026
Oak Wealth Advisors LLC History No change 72,991 5,980 2.87% 2.87% 239 0 0.0% Q2 2026 Jul 22, 2026
Nova R Wealth, Inc. History No change 71,720 5,876 1.71% 1.71% 240 0 0.0% Q2 2026 Jul 17, 2026
Waverly Advisors, LLC History No change 69,930 5,730 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 69,483 5,693 0.11% 0.11% 242 0 0.0% Q2 2026 Jul 09, 2026
HFG Wealth Management, LLC History No change 68,794 5,636 5.67% 5.67% 243 0 0.0% Q2 2026 Aug 12, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 67,839 5,558 2.91% 2.91% 244 0 0.0% Q2 2026 Jul 20, 2026
Frankly Finances, LLC History No change 67,435 5,525 4.37% 4.37% 245 0 0.0% Q2 2026 Jul 15, 2026
Factor Wealth Management LTD History Added to 65,296 5,421 0.83% 0.81% 246 +63 0.1% Q3 2026 Oct 08, 2026
Advisory Services Network, LLC History No change 66,062 5,413 0.06% 0.06% 247 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 65,694 5,383 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 65,440 5,362 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 65,063 5,331 2.08% 2.08% 250 0 0.0% Q2 2026 Aug 10, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 64,161 5,327 1.04% 1.17% 251 -3,086 -4.59% Q3 2026 Oct 05, 2026
Capital Investment Management, Inc. History No change 64,992 5,325 1.63% 1.63% 252 0 0.0% Q2 2026 Jul 15, 2026
Ariadne Wealth Management, LP History No change 64,550 5,289 2.34% 2.34% 253 0 0.0% Q2 2026 Aug 13, 2026
Hardy Reed LLC History No change 64,006 5,244 0.34% 0.34% 254 0 0.0% Q2 2026 Aug 03, 2026
CPC Advisors, LLC History No change 63,058 5,166 0.7% 0.7% 255 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 60,806 4,982 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 59,539 4,878 0.31% 0.31% 257 0 0.0% Q2 2026 Jul 08, 2026
Integrated Wealth Concepts LLC History No change 59,230 4,853 0.03% 0.03% 258 0 0.0% Q2 2026 Sep 08, 2026
Nemes Rush Group LLC History No change 58,745 4,813 0.4% 0.4% 259 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 58,614 4,802 0.38% 0.38% 260 0 0.0% Q2 2026 Jul 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 58,358 4,781 0.07% 0.07% 261 0 0.0% Q2 2026 Jul 14, 2026
CWA Asset Management Group, LLC History No change 58,336 4,780 0.15% 0.15% 262 0 0.0% Q2 2026 Jul 14, 2026
HTG Investment Advisors, Inc. History No change 57,578 4,717 1.21% 1.21% 263 0 0.0% Q2 2026 Aug 06, 2026
Werba Rubin Papier Wealth Management History No change 56,788 4,653 0.57% 0.57% 264 0 0.0% Q2 2026 Jul 27, 2026
Clarity Capital Advisors, LLC History No change 56,774 4,652 1.95% 1.95% 265 0 0.0% Q2 2026 Jul 13, 2026
Squire Investment Management Company, LLC History No change 56,304 4,613 1.11% 1.11% 266 0 0.0% Q2 2026 Jul 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 55,190 4,522 2.07% 2.07% 267 0 0.0% Q2 2026 Aug 13, 2026
L.K. Benson & Company, P.C. History No change 54,817 4,491 1.35% 1.35% 268 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 54,731 4,484 0.14% 0.14% 269 0 0.0% Q2 2026 Aug 11, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 53,423 4,377 2.09% 2.09% 270 0 0.0% Q2 2026 Jul 24, 2026
Platform Wealth Management, LLC History No change 51,470 4,217 1.54% 1.54% 271 0 0.0% Q2 2026 Aug 10, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 51,140 4,190 1.07% 1.07% 272 0 0.0% Q2 2026 Jul 15, 2026
BANK OF MONTREAL /CAN/ History No change 50,819 4,164 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 50,530 4,140 0.05% 0.05% 274 0 0.0% Q2 2026 Jul 17, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 50,333 4,124 3.37% 3.37% 275 0 0.0% Q2 2026 Jul 21, 2026
ELEVATE WEALTH ADVISORY, INC History No change 50,275 4,119 2.35% 2.35% 276 0 0.0% Q2 2026 Aug 14, 2026
Sterling Wealth Management, Inc. History No change 48,750 3,994 0.99% 0.99% 277 0 0.0% Q2 2026 Jul 30, 2026
Berger Financial Group, Inc History No change 48,728 3,992 0.2% 0.2% 278 0 0.0% Q2 2026 Aug 04, 2026
Financial Council, LLC History No change 48,387 3,964 1.29% 1.29% 279 0 0.0% Q2 2026 Aug 04, 2026
Navigate Wealth Management, LLC History No change 48,606 3,948 2.45% 2.45% 280 0 0.0% Q2 2026 Jul 23, 2026
Everest Financial Group LLC History No change 47,772 3,914 0.53% 0.53% 281 0 0.0% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History No change 47,035 3,854 0.94% 0.94% 282 0 0.0% Q2 2026 Jul 30, 2026
FCG Investment Co History No change 46,673 3,824 1.32% 1.32% 283 0 0.0% Q2 2026 Jul 13, 2026
BIP Wealth, LLC History No change 46,290 3,792 0.11% 0.11% 284 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Planning Services, Inc. History No change 45,997 3,768 0.36% 0.36% 285 0 0.0% Q2 2026 Aug 07, 2026
HMV Wealth Advisors, LLC History No change 45,870 3,758 1.46% 1.46% 286 0 0.0% Q2 2026 Jul 13, 2026
Madson Wealth Advisors Inc History No change 45,490 3,727 2.53% 2.53% 287 0 0.0% Q2 2026 Jul 21, 2026
Lodestone Wealth Management LLC History No change 45,296 3,711 1.31% 1.31% 288 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 45,264 3,708 0.08% 0.08% 289 0 0.0% Q2 2026 Aug 14, 2026
POINCIANA ADVISORS GROUP, LLC History No change 44,590 3,653 2.71% 2.71% 290 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 44,118 3,615 0.04% 0.04% 291 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 43,984 3,604 0.07% 0.07% 292 0 0.0% Q2 2026 Jul 31, 2026
Baird Financial Group, Inc. History No change 43,413 3,557 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 12, 2026
RAM Investment Partners, LLC History No change 43,283 3,546 0.57% 0.57% 294 0 0.0% Q2 2026 Jul 29, 2026
Caerus Investment Advisors, LLC History No change 42,869 3,512 1.17% 1.17% 295 0 0.0% Q2 2026 Aug 14, 2026
21 West Wealth Management LLC History No change 42,721 3,500 2.99% 2.99% 296 0 0.0% Q2 2026 Jul 13, 2026
Abacus Wealth Partners, LLC History No change 42,600 3,490 0.37% 0.37% 297 0 0.0% Q2 2026 Jul 22, 2026
Red Door Wealth Management, LLC History No change 42,103 3,449 0.31% 0.31% 298 0 0.0% Q2 2026 Jul 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 41,458 3,397 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History No change 41,438 3,395 0.09% 0.09% 300 0 0.0% Q2 2026 Aug 05, 2026
Moisand Fitzgerald Tamayo, LLC History No change 40,988 3,358 0.33% 0.33% 301 0 0.0% Q2 2026 Jul 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 40,882 3,349 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 14, 2026
Twin Cities Retirement Group LLC History No change 40,734 3,337 2.86% 2.86% 303 0 0.0% Q2 2026 Jul 07, 2026
NORTHERN TRUST CORP History No change 40,149 3,289 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
CURIO WEALTH, LLC History No change 40,002 3,277 1.02% 1.02% 305 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 39,970 3,275 0.04% 0.04% 306 0 0.0% Q2 2026 Jul 28, 2026
Cresset Asset Management, LLC History No change 39,974 3,275 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 39,931 3,271 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 39,851 3,265 0.26% 0.26% 309 0 0.0% Q2 2026 Jul 14, 2026
LAM GROUP, INC. History No change 39,042 3,199 1.59% 1.59% 310 0 0.0% Q2 2026 Jul 10, 2026
Donalies Financial Planning, LLC History No change 38,422 3,148 2.32% 2.32% 311 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 38,232 3,132 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 38,047 3,117 0.14% 0.14% 313 0 0.0% Q2 2026 Jul 24, 2026
Applied Capital LLC History No change 38,025 3,115 1.0% 1.0% 314 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 37,731 3,091 0.99% 0.99% 315 0 0.0% Q2 2026 Jul 17, 2026
Lido Advisors, LLC History No change 37,263 3,053 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 07, 2026
Kane Co Wealth Management, Inc. History No change 37,027 3,033 2.3% 2.3% 317 0 0.0% Q2 2026 Jul 28, 2026
True Wealth Design, LLC History No change 35,450 2,904 0.69% 0.69% 318 0 0.0% Q2 2026 Jul 16, 2026
Canvas Wealth Advisors, LLC History No change 35,109 2,876 0.4% 0.4% 319 0 0.0% Q2 2026 Jul 10, 2026
Merited Wealth, LLC History No change 35,073 2,873 2.03% 2.03% 320 0 0.0% Q2 2026 Aug 14, 2026
ETF Portfolio Partners, Inc. History No change 34,999 2,867 0.68% 0.68% 321 0 0.0% Q2 2026 Jul 13, 2026
&PARTNERS History No change 34,649 2,839 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
Shearwater Capital LLC History No change 34,543 2,830 1.35% 1.35% 323 0 0.0% Q2 2026 Jul 08, 2026
Physician Wealth Advisors, Inc. History No change 34,165 2,799 0.33% 0.33% 324 0 0.0% Q2 2026 Jul 20, 2026
AMARILLO NATIONAL BANK History No change 34,028 2,788 0.45% 0.45% 325 0 0.0% Q2 2026 Jul 15, 2026
Accurate Wealth Management, LLC History No change 33,498 2,765 0.26% 0.26% 326 0 0.0% Q2 2026 Jul 14, 2026
CPA Asset Management Group, LLC History No change 33,405 2,737 0.79% 0.79% 327 0 0.0% Q2 2026 Jul 09, 2026
Walleye Partners, LLC History No change 33,370 2,734 3.12% 3.12% 328 0 0.0% Q2 2026 Jul 24, 2026
Diversified Portfolios, Inc. History No change 32,046 2,625 0.19% 0.19% 329 0 0.0% Q2 2026 Aug 04, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 31,955 2,618 0.21% 0.21% 330 0 0.0% Q2 2026 Aug 14, 2026
Life Planning Partners, Inc History No change 31,872 2,611 1.94% 1.94% 331 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Financial Group, LLC History No change 31,693 2,596 0.82% 0.82% 332 0 0.0% Q3 2026 Oct 06, 2026
Rockefeller Capital Management L.P. History No change 31,638 2,592 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
Washington Trust Advisors, Inc. History No change 31,450 2,577 0.19% 0.19% 334 0 0.0% Q2 2026 Jul 29, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 31,260 2,561 0.32% 0.32% 335 0 0.0% Q2 2026 Jul 20, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 31,246 2,560 1.68% 1.68% 336 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 31,247 2,560 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 14, 2026
FFT WEALTH MANAGEMENT LLC History No change 31,232 2,559 0.4% 0.4% 338 0 0.0% Q2 2026 Jul 27, 2026
Centennial Bank/AR/ History No change 31,149 2,552 0.82% 0.82% 339 0 0.0% Q2 2026 Aug 10, 2026
Old Peak Finance LLC History No change 31,108 2,549 1.23% 1.23% 340 0 0.0% Q2 2026 Aug 03, 2026
Align Financial, LLC History No change 31,015 2,541 1.26% 1.26% 341 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 30,637 2,510 0.17% 0.17% 342 0 0.0% Q2 2026 Sep 04, 2026
Yoder Wealth Management, Inc. History No change 30,354 2,487 0.97% 0.97% 343 0 0.0% Q2 2026 Jul 22, 2026
NWAM LLC History No change 30,163 2,471 0.12% 0.12% 344 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 29,864 2,447 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 12, 2026
Avestar Capital, LLC History No change 29,866 2,447 0.14% 0.14% 346 0 0.0% Q2 2026 Jul 29, 2026
BCO Wealth Management LLC History No change 29,835 2,444 1.33% 1.33% 347 0 0.0% Q2 2026 Jul 14, 2026
Sensible Money, LLC History No change 29,709 2,434 0.65% 0.65% 348 0 0.0% Q2 2026 Jul 30, 2026
E-Wealth Partners, LLC History No change 29,550 2,421 1.75% 1.75% 349 0 0.0% Q2 2026 Aug 17, 2026
MAI Capital Management History No change 29,466 2,414 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 29,418 2,410 0.12% 0.12% 351 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 29,287 2,399 1.12% 1.12% 352 0 0.0% Q2 2026 Jul 17, 2026
Winthrop Advisory Group LLC History No change 29,092 2,383 0.16% 0.16% 353 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 28,993 2,375 0.01% 0.01% 354 0 0.0% Q2 2026 Jul 20, 2026
Syverson Strege & Co History No change 28,797 2,359 0.51% 0.51% 355 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 28,111 2,303 0.03% 0.03% 356 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 27,750 2,273 0.05% 0.05% 357 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History No change 27,595 2,261 0.21% 0.21% 358 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 27,525 2,255 0.25% 0.25% 359 0 0.0% Q2 2026 Jul 22, 2026
Dodds Wealth, LLC History No change 27,464 2,250 0.51% 0.51% 360 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 27,173 2,226 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 12, 2026
Allegiance Financial Group Advisory Services LLC History No change 26,799 2,195 0.38% 0.38% 362 0 0.0% Q2 2026 Jul 27, 2026
Integrated Advisors Network LLC History No change 26,734 2,190 0.1% 0.1% 363 0 0.0% Q2 2026 Aug 11, 2026
Fort Point Capital Partners LLC History No change 26,625 2,181 0.15% 0.15% 364 0 0.0% Q2 2026 Aug 14, 2026
Lakeshore Financial Planning, Inc. History No change 26,354 2,159 0.69% 0.69% 365 0 0.0% Q2 2026 Jul 13, 2026
Glass Jacobson Investment Advisors llc History No change 26,217 2,148 0.67% 0.67% 366 0 0.0% Q2 2026 Jul 30, 2026
Biltmore Family Office, LLC History No change 25,915 2,123 0.28% 0.28% 367 0 0.0% Q2 2026 Aug 12, 2026
Belleair Asset Management, LLC History No change 25,813 2,115 1.78% 1.78% 368 0 0.0% Q2 2026 Jul 15, 2026
Falcon Wealth Planning History No change 25,438 2,084 0.13% 0.13% 369 0 0.0% Q2 2026 Jul 13, 2026
Nicholas Hoffman & Company, LLC. History No change 25,432 2,083 0.04% 0.04% 370 0 0.0% Q2 2026 Aug 04, 2026
Copper Harbor Investment Advisors, LLC History No change 25,310 2,073 0.44% 0.44% 371 0 0.0% Q2 2026 Jul 23, 2026
FAS Wealth Partners, Inc. History No change 25,278 2,071 0.11% 0.11% 372 0 0.0% Q2 2026 Jul 29, 2026
JT Stratford LLC History No change 25,040 2,051 0.22% 0.22% 373 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 24,848 2,036 0.04% 0.04% 374 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 24,513 2,008 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 05, 2026
Citrine Capital LLC History No change 24,476 2,005 0.74% 0.74% 376 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 24,387 1,998 0.1% 0.1% 377 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 24,247 1,986 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 03, 2026
Bell Bank History No change 23,749 1,945 0.07% 0.07% 379 0 0.0% Q2 2026 Jul 15, 2026
Midwest Trust Co History No change 23,739 1,945 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 04, 2026
Silver Oak Advisory Group, Inc. History No change 23,735 1,944 0.77% 0.77% 381 0 0.0% Q2 2026 Jul 31, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 23,501 1,925 0.1% 0.1% 382 0 0.0% Q2 2026 Sep 11, 2026
Truepoint, Inc. History No change 23,408 1,918 0.04% 0.04% 383 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 23,224 1,902 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 13, 2026
Samalin Investment Counsel, LLC History No change 23,194 1,900 0.59% 0.59% 385 0 0.0% Q2 2026 Jul 27, 2026
WNY Asset Management, LLC History No change 22,820 1,869 0.17% 0.17% 386 0 0.0% Q2 2026 Aug 17, 2026
United Advisor Group, LLC History No change 22,602 1,851 0.2% 0.2% 387 0 0.0% Q2 2026 Jul 29, 2026
LJI Wealth Management, LLC History No change 22,369 1,832 0.26% 0.26% 388 0 0.0% Q2 2026 Jul 31, 2026
Beacon Financial Strategies CORP History No change 22,239 1,822 0.91% 0.91% 389 0 0.0% Q2 2026 Jul 08, 2026
Wick Capital Partners, LLC History No change 21,979 1,800 0.27% 0.27% 390 0 0.0% Q2 2026 Aug 14, 2026
Long Island Wealth Management, Inc. History No change 21,929 1,796 0.74% 0.74% 391 0 0.0% Q2 2026 Aug 07, 2026
SwitchPoint Financial Planning, LLC History No change 21,451 1,757 1.01% 1.01% 392 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 21,413 1,754 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 05, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 21,090 1,751 0.25% 0.27% 394 -2,411 -10.26% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 21,113 1,729 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 07, 2026
Jacobi Capital Management LLC History No change 20,980 1,719 0.08% 0.08% 396 0 0.0% Q2 2026 Jul 31, 2026
MBM WEALTH CONSULTANTS, LLC History No change 20,831 1,706 0.33% 0.33% 397 0 0.0% Q2 2026 Jul 24, 2026
Five Oceans Advisors History No change 20,444 1,675 0.54% 0.54% 398 0 0.0% Q2 2026 Jul 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 20,431 1,674 0.01% 0.01% 399 0 0.0% Q2 2026 Jul 28, 2026
Highland Investment Advisors LLC History No change 20,201 1,655 0.72% 0.72% 400 0 0.0% Q2 2026 Aug 13, 2026
SpringVest Wealth Management LLC History No change 20,072 1,644 1.03% 1.03% 401 0 0.0% Q2 2026 Jul 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 20,000 1,638 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 19,781 1,620 0.01% 0.01% 403 0 0.0% Q2 2026 Jul 27, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 19,657 1,611 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 14, 2026
K2 Financial Inc. History No change 19,380 1,594 1.12% 1.12% 405 0 0.0% Q2 2026 Jul 21, 2026
BWM Planning, LLC History No change 19,330 1,583 0.37% 0.37% 406 0 0.0% Q2 2026 Jul 23, 2026
Apollon Financial, LLC History No change 18,924 1,550 0.18% 0.18% 407 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 18,549 1,519 0.1% 0.1% 408 0 0.0% Q2 2026 Aug 05, 2026
Parkside Investments, LLC History No change 18,470 1,513 0.17% 0.17% 409 0 0.0% Q2 2026 Jul 13, 2026
HRT FINANCIAL LP History No change 18,167 1,488 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 14, 2026
First Financial Group Corp History No change 18,165 1,488 1.08% 1.08% 411 0 0.0% Q2 2026 Jul 15, 2026
J.W. COLE ADVISORS, INC. History No change 18,092 1,482 0.03% 0.03% 412 0 0.0% Q2 2026 Jul 21, 2026
Valeo Financial Advisors, LLC History No change 17,682 1,468 0.03% 0.03% 413 0 0.0% Q3 2026 Oct 08, 2026
CRA Financial Services, LLC History No change 17,805 1,458 0.17% 0.17% 414 0 0.0% Q2 2026 Jul 24, 2026
Professional Financial Advisors, LLC History No change 17,776 1,456 0.25% 0.25% 415 0 0.0% Q2 2026 Jul 09, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 17,332 1,420 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 15, 2026
WESBANCO BANK INC History No change 17,312 1,418 0.04% 0.04% 417 0 0.0% Q2 2026 Jul 28, 2026
D.A. DAVIDSON & CO. History No change 17,222 1,411 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History No change 17,031 1,395 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 17,015 1,394 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 14, 2026
Aviance Capital Partners, LLC History No change 16,986 1,391 0.14% 0.14% 421 0 0.0% Q2 2026 Jul 30, 2026
Prism Planning Partners LLC History No change 16,806 1,377 1.46% 1.46% 422 0 0.0% Q2 2026 Jul 23, 2026
Texas Yale Capital Corp. History No change 16,575 1,358 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 12, 2026
Archford Capital Strategies, LLC History No change 16,574 1,358 0.14% 0.14% 424 0 0.0% Q2 2026 Jul 17, 2026
M&T BANK CORP History No change 16,494 1,351 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 04, 2026
Harbor Asset Planning, Inc. History No change 16,394 1,343 1.01% 1.01% 426 0 0.0% Q2 2026 Jul 22, 2026
Kovack Advisors, Inc. History No change 16,370 1,341 0.06% 0.06% 427 0 0.0% Q2 2026 Jul 28, 2026
Valued Wealth Advisors LLC History No change 16,327 1,337 0.49% 0.49% 428 0 0.0% Q2 2026 Jul 20, 2026
Triad Wealth Partners, LLC History No change 16,073 1,330 0.08% 0.08% 429 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History No change 15,999 1,315 0.03% 0.03% 430 0 0.0% Q2 2026 Jul 15, 2026
Venture Visionary Partners LLC History New 15,813 1,312 0.03% — 431 +15,813 New Q3 2026 Oct 07, 2026
Avantax Planning Partners, Inc. History No change 15,830 1,297 0.03% 0.03% 432 0 0.0% Q2 2026 Jul 28, 2026
W1M Asset Management Ltd History No change 15,741 1,289 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 15,633 1,280 0.04% 0.04% 434 0 0.0% Q2 2026 Aug 06, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 15,515 1,271 0.89% 0.89% 435 0 0.0% Q2 2026 Aug 11, 2026
Eldridge Investment Advisors, Inc. History No change 15,478 1,268 0.25% 0.25% 436 0 0.0% Q2 2026 Aug 10, 2026
Onyx Financial Advisors, LLC History No change 15,416 1,263 0.46% 0.46% 437 0 0.0% Q2 2026 Jul 17, 2026
Financial Plan, Inc. History No change 15,393 1,261 0.12% 0.12% 438 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Development LLC History No change 15,082 1,235 0.69% 0.69% 439 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 14,976 1,227 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 14, 2026
25 LLC History No change 14,980 1,227 0.34% 0.34% 441 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 14,947 1,224 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 14,692 1,203 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 14, 2026
Montz Harcus Wealth Management LLC History Added to 14,485 1,202 0.42% 0.42% 444 +34 0.24% Q3 2026 Oct 09, 2026
Everhart Financial Group, Inc. History Added to 14,334 1,190 0.07% 0.07% 445 +1,910 15.37% Q3 2026 Oct 08, 2026
Nuveen, LLC History No change 14,509 1,188 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 14,440 1,183 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 11, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 14,403 1,180 0.23% 0.23% 448 0 0.0% Q2 2026 Jul 17, 2026
Francis Financial, Inc. History No change 14,400 1,179 0.19% 0.19% 449 0 0.0% Q2 2026 Aug 10, 2026
Mustard Seed Financial, LLC History No change 14,393 1,179 0.61% 0.61% 450 0 0.0% Q2 2026 Aug 05, 2026
Investment Research Partners LLC History No change 14,328 1,174 0.4% 0.4% 451 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 14,328 1,174 0.9% 0.9% 452 0 0.0% Q2 2026 Jul 31, 2026
Vigil Wealth Management, LLC History No change 14,239 1,166 0.83% 0.83% 453 0 0.0% Q2 2026 Aug 05, 2026
WestHill Financial Advisors, Inc. History No change 14,223 1,165 0.2% 0.2% 454 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS ADVISORS, LLC History No change 14,192 1,162 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 14,147 1,159 0.23% 0.23% 456 0 0.0% Q2 2026 Aug 05, 2026
Summit Asset Management, LLC History No change 14,077 1,153 0.15% 0.15% 457 0 0.0% Q2 2026 Aug 06, 2026
CATHY PARETO & ASSOCIATES, INC History No change 14,006 1,147 0.67% 0.67% 458 0 0.0% Q2 2026 Jul 15, 2026
Financial Harvest, LLC History No change 13,993 1,146 0.47% 0.47% 459 0 0.0% Q2 2026 Aug 10, 2026
Center for Financial Planning, Inc. History No change 13,901 1,139 0.11% 0.11% 460 0 0.0% Q2 2026 Jul 21, 2026
Williams & Novak Wealth Management, LLC History Added to 13,689 1,136 0.67% 0.71% 461 +663 5.09% Q3 2026 Oct 09, 2026
PDS Planning, Inc History No change 13,822 1,132 0.07% 0.07% 462 0 0.0% Q2 2026 Aug 05, 2026
WorthPointe, LLC History No change 13,764 1,127 0.28% 0.28% 463 0 0.0% Q2 2026 Jul 31, 2026
Laird Norton Wetherby Trust Company, LLC History No change 13,667 1,119 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 13,456 1,102 0.27% 0.27% 465 0 0.0% Q2 2026 Aug 10, 2026
Forum Private Client Group LLC History No change 13,418 1,099 0.33% 0.33% 466 0 0.0% Q2 2026 Aug 12, 2026
Autumn Glory Partners, LLC History No change 13,265 1,086 0.31% 0.31% 467 0 0.0% Q2 2026 Aug 03, 2026
Western Reserve Capital Management, LLC History No change 13,262 1,086 0.81% 0.81% 468 0 0.0% Q2 2026 Jul 21, 2026
Prestige Wealth Management Group LLC History No change 13,224 1,083 0.2% 0.2% 469 0 0.0% Q2 2026 Aug 14, 2026
SP Asset Management LLC History No change 13,184 1,080 0.09% 0.09% 470 0 0.0% Q2 2026 Aug 04, 2026
Calydon Capital History No change 13,162 1,078 0.16% 0.16% 471 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 13,152 1,077 0.07% 0.07% 472 0 0.0% Q2 2026 Jul 23, 2026
Milestone Asset Management Group, LLC History No change 13,154 1,077 0.54% 0.54% 473 0 0.0% Q2 2026 Jul 30, 2026
Bank of New York Mellon Corp History No change 12,927 1,059 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 12,881 1,055 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 14, 2026
WPWealth LLP History No change 12,835 1,051 0.16% 0.16% 476 0 0.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History No change 12,823 1,050 0.46% 0.46% 477 0 0.0% Q2 2026 Aug 05, 2026
Private Advisory Group LLC History No change 12,651 1,036 0.06% 0.06% 478 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History No change 12,634 1,035 0.14% 0.14% 479 0 0.0% Q2 2026 Jul 22, 2026
Pure Financial Advisors, LLC History No change 12,517 1,025 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 14, 2026
HANOVER ADVISORS INC History No change 12,423 1,017 0.37% 0.37% 481 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 12,385 1,014 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 12,343 1,011 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 12,293 1,007 0.05% 0.05% 484 0 0.0% Q2 2026 Jul 23, 2026
Shira Ridge Wealth Management History Reduced 12,060 1,001 0.35% 0.35% 485 -98 -0.81% Q3 2026 Oct 08, 2026
PRIVATE MANAGEMENT GROUP INC History No change 12,193 999 0.03% 0.03% 486 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 12,192 999 0.07% 0.07% 487 0 0.0% Q2 2026 Aug 03, 2026
Facet Wealth, Inc. History No change 12,148 995 0.01% 0.01% 488 0 0.0% Q2 2026 Jul 27, 2026
MONTAG A & ASSOCIATES INC History No change 12,139 994 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 05, 2026
WEALTHSPAN PARTNERS, LLC History No change 12,104 991 0.31% 0.31% 490 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 12,057 987 0.13% 0.13% 491 0 0.0% Q2 2026 Aug 12, 2026
Cogent Private Wealth, Inc. History No change 11,925 977 0.61% 0.61% 492 0 0.0% Q2 2026 Aug 05, 2026
Family Investment Center, Inc. History No change 11,904 975 0.16% 0.16% 493 0 0.0% Q2 2026 Jul 23, 2026
Gambit Capital Management, LLC History No change 11,860 971 0.57% 0.57% 494 0 0.0% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 11,657 967 0.1% 0.11% 495 -396 -3.29% Q3 2026 Oct 07, 2026
Safeguard Investment Advisory Group, LLC History No change 11,797 966 0.22% 0.22% 496 0 0.0% Q2 2026 Aug 13, 2026
McCartney Wealth Management LLC History No change 11,790 966 0.73% 0.73% 497 0 0.0% Q2 2026 Aug 03, 2026
Klingman & Associates, LLC History No change 11,724 960 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 29, 2026
Western Wealth Management, LLC History No change 11,694 958 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 11,684 957 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 11,594 950 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 11,564 947 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 12, 2026
Trademark Financial Management, LLC History No change 11,500 942 0.39% 0.39% 503 0 0.0% Q2 2026 Jul 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 11,485 941 0.03% 0.03% 504 0 0.0% Q2 2026 Jul 21, 2026
marrick wealth, LLC History No change 11,333 928 0.66% 0.66% 505 0 0.0% Q2 2026 Jul 14, 2026
RIA Advisory Group LLC History No change 11,200 917 0.2% 0.2% 506 0 0.0% Q2 2026 Jul 23, 2026
Belpointe Asset Management LLC History No change 11,074 907 0.03% 0.03% 507 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 11,074 907 0.1% 0.1% 508 0 0.0% Q2 2026 Jul 31, 2026
Seaside Wealth Management, Inc. History No change 10,987 900 0.22% 0.22% 509 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 10,974 899 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 10,974 895 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 10,837 887 0.04% 0.04% 512 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 10,642 872 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 06, 2026
Vistica Wealth Advisors, LLC History No change 10,573 866 0.75% 0.75% 514 0 0.0% Q2 2026 Jul 27, 2026
Lee Financial Co History No change 10,468 857 0.11% 0.11% 515 0 0.0% Q2 2026 Jul 22, 2026
waypoint wealth counsel History No change 10,394 851 0.53% 0.53% 516 0 0.0% Q2 2026 Aug 04, 2026
Sterling Financial Planning, Inc. History No change 10,355 848 0.23% 0.23% 517 0 0.0% Q2 2026 Aug 11, 2026
Nalls Sherbakoff Group, LLC History No change 10,264 841 0.6% 0.6% 518 0 0.0% Q2 2026 Aug 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,263 839 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 27, 2026
TruNorth Capital Management, LLC History No change 10,228 838 0.13% 0.13% 520 0 0.0% Q2 2026 Jul 23, 2026
CONDOR CAPITAL MANAGEMENT History No change 10,093 827 0.06% 0.06% 521 0 0.0% Q2 2026 Aug 12, 2026
SFMG, LLC History No change 10,091 826 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 10,084 826 0.19% 0.19% 523 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 10,027 821 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 13, 2026
Towneley Capital Management, Inc / DE History Reduced 9,873 819 0.16% 0.16% 525 -120 -1.2% Q3 2026 Oct 09, 2026
Essex Financial Services, Inc. History No change 9,977 817 0.04% 0.04% 526 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 11,366 815 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History Added to 9,803 813 0.02% 0.02% 528 +2,010 25.79% Q3 2026 Oct 08, 2026
Csenge Advisory Group History No change 9,896 810 0.03% 0.03% 529 0 0.0% Q2 2026 Aug 10, 2026
Geometric Wealth Advisors History No change 9,885 809 0.09% 0.09% 530 0 0.0% Q2 2026 Aug 11, 2026
BDFS Capital LLC History No change 9,648 790 0.34% 0.34% 531 0 0.0% Q2 2026 Jul 15, 2026
Compass Ion Advisors, LLC History No change 9,620 788 0.07% 0.07% 532 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 9,608 787 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 29, 2026
Visionary Wealth Advisors History No change 9,616 787 0.03% 0.03% 534 0 0.0% Q2 2026 Aug 13, 2026
BROGAN FINANCIAL, INC. History No change 9,596 786 0.31% 0.31% 535 0 0.0% Q2 2026 Aug 13, 2026
Cross Staff Investments Inc History No change 9,576 784 0.44% 0.44% 536 0 0.0% Q2 2026 Jul 22, 2026
Sound View Wealth Advisors Group, LLC History No change 9,565 783 0.05% 0.05% 537 0 0.0% Q2 2026 Aug 11, 2026
Sincerus Advisory, LLC History Added to 9,373 778 0.51% 0.5% 539 +449 5.03% Q3 2026 Oct 08, 2026
Stratos Investment Management, LLC History No change 9,498 778 0.03% 0.03% 538 0 0.0% Q2 2026 Aug 11, 2026
Cambria Investment Management, L.P. History No change 9,387 769 0.04% 0.04% 540 0 0.0% Q2 2026 Aug 14, 2026
R. W. Roge & Company, Inc. History No change 9,373 768 0.32% 0.32% 541 0 0.0% Q2 2026 Jul 31, 2026
Traction Financial Partners, LLC History No change 9,314 763 0.41% 0.41% 542 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management LLC History No change 9,286 760 0.36% 0.36% 543 0 0.0% Q2 2026 Aug 07, 2026
Intelligent Financial Strategies History No change 9,115 746 0.36% 0.36% 544 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 9,081 744 0.2% 0.2% 545 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 9,055 742 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 20, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 8,911 730 0.44% 0.44% 547 0 0.0% Q2 2026 Jul 29, 2026
Ironwood Financial, llc History No change 8,898 728 0.11% 0.11% 548 0 0.0% Q2 2026 Jul 17, 2026
Empower Advisory Group, LLC History No change 8,887 728 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 8,832 723 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 22, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 8,786 719 0.5% 0.5% 551 0 0.0% Q2 2026 Jul 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 8,736 715 0.03% 0.03% 552 0 0.0% Q2 2026 Aug 03, 2026
Rockwood Wealth Management, LLC History No change 8,659 709 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 13, 2026
D. E. Shaw & Co., Inc. History No change 8,619 706 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 8,600 704 0.28% 0.28% 555 0 0.0% Q2 2026 Aug 11, 2026
Cypress Wealth Services, LLC History No change 8,600 704 0.09% 0.09% 556 0 0.0% Q2 2026 Jul 10, 2026
Janney Montgomery Scott LLC History No change 8,579 703 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 05, 2026
Montis Financial, LLC History No change 8,556 701 0.14% 0.14% 558 0 0.0% Q2 2026 Aug 05, 2026
Madrona Financial Services, LLC History No change 8,547 700 0.13% 0.13% 559 0 0.0% Q2 2026 Jul 17, 2026
Triumph Capital Management History No change 8,554 700 0.13% 0.13% 560 0 0.0% Q2 2026 Jul 20, 2026
QUARRY HILL ADVISORS, LLC History No change 8,511 697 0.27% 0.27% 561 0 0.0% Q2 2026 Jul 27, 2026
KELLY FINANCIAL GROUP LLC History No change 8,466 693 0.15% 0.15% 562 0 0.0% Q2 2026 Jul 14, 2026
JANE STREET GROUP, LLC History No change 8,397 688 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 8,351 684 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 14, 2026
GREAT OAK CAPITAL PARTNERS, LLC History No change 8,321 681 0.15% 0.15% 565 0 0.0% Q2 2026 Jul 14, 2026
Steward Partners Investment Advisory, LLC History No change 8,285 678 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 8,264 677 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 8,177 670 0.04% 0.04% 568 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 8,184 670 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 27, 2026
Stewardship Advisors, LLC History No change 8,173 669 0.14% 0.14% 570 0 0.0% Q2 2026 Jul 20, 2026
DAVENPORT & Co LLC History No change 8,092 663 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 8,100 663 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 8,093 663 0.02% 0.02% 573 0 0.0% Q2 2026 Aug 04, 2026
3 FACTOR INDEXING, LLC History No change 8,098 663 0.56% 0.56% 574 0 0.0% Q2 2026 Jul 08, 2026
Centric Wealth Management History No change 8,402 657 0.1% 0.1% 575 0 0.0% Q2 2026 Aug 06, 2026
Tailwinds Wealth, LLC History No change 8,019 657 0.39% 0.39% 576 0 0.0% Q2 2026 Jul 13, 2026
Avondale Wealth Management History No change 8,001 655 0.27% 0.27% 577 0 0.0% Q2 2026 Jul 13, 2026
BOKF, NA History No change 7,806 639 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 10, 2026
Waldron Private Wealth LLC History No change 7,791 638 0.02% 0.02% 579 0 0.0% Q2 2026 Jul 20, 2026
Allied Investment Advisors, LLC History No change 7,752 635 0.08% 0.08% 580 0 0.0% Q2 2026 Jul 20, 2026
Stirlingshire Investments, Inc. History No change 7,691 630 0.47% 0.47% 581 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,682 629 0.03% 0.03% 582 0 0.0% Q2 2026 Aug 03, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 7,674 628 0.06% 0.06% 583 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 7,627 624 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 10, 2026
HighPoint Advisor Group LLC History No change 7,507 615 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 05, 2026
PEAVINE CAPITAL, LLC History No change 7,433 609 0.13% 0.13% 586 0 0.0% Q2 2026 Jul 22, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 7,430 608 0.04% 0.04% 587 0 0.0% Q2 2026 Aug 11, 2026
Westwood Wealth Management History No change 7,420 607 0.18% 0.18% 588 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 7,400 606 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 11, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,388 605 0.0% 0.0% 590 0 0.0% Q2 2026 Sep 23, 2026
Cloud Capital Management, LLC History No change 7,394 593 0.22% 0.22% 591 0 0.0% Q2 2026 Aug 13, 2026
Legacy Capital Wealth Partners, LLC History No change 7,236 592 0.11% 0.11% 592 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 7,190 589 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 27, 2026
Cladis Investment Advisory, LLC History No change 7,167 587 0.27% 0.27% 594 0 0.0% Q2 2026 Aug 13, 2026
PCG Wealth Advisors, LLC History No change 7,154 586 0.13% 0.13% 595 0 0.0% Q2 2026 Aug 03, 2026
TPG Financial Advisors, LLC History No change 7,099 581 0.17% 0.17% 596 0 0.0% Q2 2026 Aug 10, 2026
BECKER CAPITAL MANAGEMENT INC History No change 7,049 577 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 31, 2026
Net Worth Advisory Group History No change 7,048 577 0.15% 0.15% 598 0 0.0% Q2 2026 Jul 13, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 7,013 574 0.29% 0.29% 599 0 0.0% Q2 2026 Jul 20, 2026
Integrity Wealth Solutions LLC History No change 6,966 570 0.21% 0.21% 600 0 0.0% Q2 2026 Jul 30, 2026
INTEGRITY ALLIANCE, LLC. History No change 6,946 569 0.02% 0.02% 601 0 0.0% Q2 2026 Jul 31, 2026
Advisory Alpha, LLC History No change 6,928 567 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,872 563 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 23, 2026
New Dimensions Wealth Management, LLC History No change 6,860 562 0.42% 0.42% 604 0 0.0% Q2 2026 Aug 12, 2026
Cooke Wealth Management, LLC History No change 6,829 559 0.46% 0.46% 605 0 0.0% Q2 2026 Jul 16, 2026
Badgley Phelps Wealth Managers, LLC History No change 6,812 558 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 31, 2026
CreativeOne Wealth, LLC History No change 6,801 557 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 13, 2026
Prudent Man Investment Management, Inc. History No change 7,466 553 0.19% 0.19% 608 0 0.0% Q2 2026 Jul 28, 2026
Birchcreek Wealth Management, LLC History No change 6,726 551 0.21% 0.21% 609 0 0.0% Q2 2026 Aug 06, 2026
Aspect Partners, LLC History No change 6,730 551 0.21% 0.21% 610 0 0.0% Q2 2026 Jul 16, 2026
Sharkey, Howes & Javer History No change 6,706 549 0.07% 0.07% 611 0 0.0% Q2 2026 Jul 09, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 6,684 547 0.07% 0.07% 612 0 0.0% Q2 2026 Jul 31, 2026
First Western Trust Bank History No change 6,670 546 0.03% 0.03% 613 0 0.0% Q2 2026 Jul 29, 2026
Financial Insights, Inc. History No change 6,631 543 0.14% 0.14% 614 0 0.0% Q2 2026 Aug 25, 2026
Shared Vision Wealth Group LLC History No change 6,633 543 0.19% 0.19% 615 0 0.0% Q2 2026 Jul 31, 2026
Drucker Wealth 3.0, LLC History No change 6,631 543 0.09% 0.09% 616 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 6,606 541 0.21% 0.21% 617 0 0.0% Q2 2026 Jul 13, 2026
Faithward Advisors, LLC History No change 6,583 539 0.07% 0.07% 618 0 0.0% Q2 2026 Aug 12, 2026
MBE Wealth Management, LLC History No change 6,558 537 0.19% 0.19% 619 0 0.0% Q2 2026 Jul 24, 2026
Westmount Partners, LLC History No change 6,536 535 0.12% 0.12% 620 0 0.0% Q2 2026 Jul 07, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 6,519 534 0.14% 0.14% 621 0 0.0% Q2 2026 Jul 16, 2026
Accredited Investors Inc. History No change 6,481 531 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 21, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 6,308 516 0.07% 0.07% 623 0 0.0% Q2 2026 Jul 20, 2026
Glassman Wealth Services History No change 6,163 504 0.06% 0.06% 624 0 0.0% Q2 2026 Aug 05, 2026
Grey Ledge Advisors, LLC History No change 6,153 504 0.1% 0.1% 625 0 0.0% Q2 2026 Jul 27, 2026
My Personal CFO, LLC History No change 6,144 503 0.2% 0.2% 626 0 0.0% Q2 2026 Jul 21, 2026
NORDEN GROUP LLC History No change 6,126 501 0.04% 0.04% 627 0 0.0% Q2 2026 Jul 29, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,097 499 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 14, 2026
Advyzon Investment Management, LLC History No change 6,023 493 0.04% 0.04% 629 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST BANK History No change 6,013 492 0.03% 0.03% 630 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 5,997 491 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 06, 2026
Busey Bank History No change 5,989 490 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,924 485 0.05% 0.05% 633 0 0.0% Q2 2026 Jul 09, 2026
Brady Martz Wealth Solutions, LLC History No change 5,917 484 0.07% 0.07% 634 0 0.0% Q2 2026 Jul 23, 2026
Ridgewood Investments LLC History Added to 5,819 483 0.18% 0.18% 635 +5 0.09% Q3 2026 Oct 05, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 5,901 483 0.36% 0.36% 636 0 0.0% Q2 2026 Jul 30, 2026
Mayflower Financial Advisors, LLC History No change 5,891 482 0.04% 0.04% 637 0 0.0% Q2 2026 Jul 09, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 5,881 481 0.07% 0.07% 638 0 0.0% Q2 2026 Jul 10, 2026
Mutual Advisors, LLC History No change 5,867 480 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 14, 2026
Lionshead Wealth Management, LLC History No change 5,834 478 0.31% 0.31% 640 0 0.0% Q2 2026 Jul 28, 2026
Essential Investment Partners LLC History No change 5,843 478 0.38% 0.38% 641 0 0.0% Q2 2026 Jul 15, 2026
Vickerman Investment Advisors, Inc. History No change 5,774 473 0.09% 0.09% 642 0 0.0% Q2 2026 Aug 13, 2026
PROSPERITY BANCSHARES INC History No change 5,736 470 0.31% 0.31% 643 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 5,642 468 0.01% 0.01% 644 0 0.0% Q3 2026 Oct 05, 2026
Alliance Wealth Management Group History No change 5,721 468 0.09% 0.09% 645 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 5,721 468 0.07% 0.07% 646 0 0.0% Q2 2026 Aug 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,718 468 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 5,673 464 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 10, 2026
Apriem Advisors History No change 5,610 459 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 5,606 459 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 15, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History No change 5,592 458 0.29% 0.29% 651 0 0.0% Q2 2026 Jul 31, 2026
Baker Ellis Asset Management LLC History No change 5,587 457 0.05% 0.05% 652 0 0.0% Q2 2026 Jul 23, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,538 453 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 5,517 452 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 10, 2026
REBALANCE, LLC History No change 5,508 451 0.02% 0.02% 655 0 0.0% Q2 2026 Jul 16, 2026
Wealth Advisors Northwest LLC History No change 5,515 451 0.15% 0.15% 656 0 0.0% Q2 2026 Jul 14, 2026
Total Clarity Wealth Management, Inc. History No change 5,489 449 0.09% 0.09% 657 0 0.0% Q2 2026 Jul 23, 2026
Silver Coast Investments LLC History No change 5,482 449 0.13% 0.13% 658 0 0.0% Q2 2026 Jul 24, 2026
Essential Planning, LLC. History No change 5,388 441 0.12% 0.12% 659 0 0.0% Q2 2026 Aug 03, 2026
Gradient Capital Advisors, LLC History No change 5,353 438 0.1% 0.1% 660 0 0.0% Q2 2026 Jul 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 5,329 436 0.01% 0.01% 661 0 0.0% Q2 2026 Aug 07, 2026
Legacy Financial Advisors, Inc. History No change 5,304 434 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 05, 2026
Aerodigm Wealth, LLC History No change 5,203 426 0.14% 0.14% 663 0 0.0% Q2 2026 Aug 04, 2026
Paladin Wealth, LLC History No change 5,194 425 0.25% 0.25% 664 0 0.0% Q2 2026 Jul 09, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,184 424 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 11, 2026
Compton Wealth Advisory Group, LLC History No change 5,165 422 0.09% 0.09% 666 0 0.0% Q2 2026 Jul 21, 2026
WINNACLE WEALTH LLC History No change 5,146 421 0.29% 0.29% 667 0 0.0% Q2 2026 Jul 21, 2026
NTV ASSET MANAGEMENT LLC History No change 5,115 419 0.04% 0.04% 668 0 0.0% Q2 2026 Aug 05, 2026
Main Street Group, LTD History No change 5,094 417 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 13, 2026
Verus Financial Partners, Inc. History No change 5,011 410 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 21, 2026
Pacific Asset Management, LLC History No change 5,009 410 0.2% 0.2% 671 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL TRUST CO History No change 5,000 409 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 30, 2026
Integrity Investment Advisors, LLC History No change 4,989 408 0.18% 0.18% 673 0 0.0% Q2 2026 Jul 21, 2026
Daytona Street Capital LLC History No change 4,933 407 0.3% 0.3% 674 0 0.0% Q2 2026 Aug 03, 2026
Tanager Wealth Management LLP History No change 4,902 401 0.03% 0.03% 675 0 0.0% Q2 2026 Jul 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 4,862 398 0.03% 0.03% 676 0 0.0% Q2 2026 Aug 13, 2026
Porter White Investment Advisors, Inc. History No change 4,861 398 0.15% 0.15% 677 0 0.0% Q2 2026 Jul 16, 2026
M1 Capital Management LLC History No change 4,858 398 0.15% 0.15% 678 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,847 397 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 28, 2026
Global Wealth Strategies & Associates History New 4,744 393 0.07% — 681 +4,744 New Q3 2026 Oct 01, 2026
Strategic Wealth Partners, Ltd. History No change 4,801 393 0.02% 0.02% 680 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 4,763 390 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 14, 2026
DSG Capital Advisors, LLC History No change 4,727 388 0.06% 0.06% 683 0 0.0% Q2 2026 Aug 06, 2026
Magnolia Private Wealth, LLC History No change 4,733 387 0.21% 0.21% 684 0 0.0% Q2 2026 Aug 05, 2026
Versant Capital Management, Inc History Added to 4,653 386 0.03% 0.03% 685 +10 0.22% Q3 2026 Oct 01, 2026
Cherry Tree Wealth Management, LLC History No change 4,690 384 0.07% 0.07% 686 0 0.0% Q2 2026 Sep 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,662 382 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 13, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 4,643 380 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 20, 2026
180 WEALTH ADVISORS, LLC History No change 4,634 379 0.04% 0.04% 689 0 0.0% Q2 2026 Jul 07, 2026
Reyes Financial Architecture, Inc. History No change 4,612 377 0.21% 0.21% 690 0 0.0% Q2 2026 Jul 16, 2026
Wingate Wealth Advisors, Inc. History No change 4,568 374 0.16% 0.16% 691 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 4,531 371 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 28, 2026
Tyche Wealth Partners LLC History No change 4,538 371 0.05% 0.05% 693 0 0.0% Q2 2026 Aug 06, 2026
Compass Advisory Group LLC History No change 4,511 369 0.09% 0.09% 694 0 0.0% Q2 2026 Aug 11, 2026
Manhattan West Asset Management, LLC History No change 4,449 364 0.06% 0.06% 695 0 0.0% Q2 2026 Aug 11, 2026
Caldwell Trust Co History No change 4,453 364 0.03% 0.03% 696 0 0.0% Q2 2026 Aug 03, 2026
MBL Wealth, LLC History No change 4,436 363 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 15, 2026
Ellevest, Inc. History No change 4,354 356 0.04% 0.04% 698 0 0.0% Q2 2026 Aug 10, 2026
Prospera Capital Management, LLC History No change 4,336 356 0.11% 0.11% 699 0 0.0% Q2 2026 Jul 27, 2026
Kinetic Wealth Investment Advisors LLC History No change 4,350 356 0.17% 0.17% 700 0 0.0% Q2 2026 Sep 02, 2026
Stonebrook Private Inc. History No change 4,308 353 0.06% 0.06% 701 0 0.0% Q2 2026 Aug 14, 2026
TABLEAUX LLC History No change 4,289 351 0.15% 0.15% 702 0 0.0% Q2 2026 Aug 07, 2026
Redwood Park Advisors LLC History No change 4,226 346 0.23% 0.23% 703 0 0.0% Q2 2026 Aug 11, 2026
AlTi Global, Inc. History No change 4,198 343 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History No change 4,184 342 0.03% 0.03% 705 0 0.0% Q2 2026 Jul 31, 2026
Leading Edge Financial Planning LLC History No change 4,156 340 0.06% 0.06% 706 0 0.0% Q2 2026 Aug 06, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,142 339 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 20, 2026
CAPSTONE CAPITAL LLC History No change 4,133 338 0.19% 0.19% 708 0 0.0% Q2 2026 Jul 21, 2026
Yukon Wealth Management, Inc. History No change 4,122 337 0.1% 0.1% 709 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Partners, LLC History No change 4,109 336 0.04% 0.04% 710 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History No change 4,078 334 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 20, 2026
Marble Wealth, LLC History No change 4,064 333 0.05% 0.05% 712 0 0.0% Q2 2026 Aug 07, 2026
Corundum Group, Inc. History No change 4,054 332 0.1% 0.1% 713 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 4,035 330 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 14, 2026
True North Advisors, LLC History No change 4,024 329 0.03% 0.03% 715 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 3,992 327 0.0% 0.0% 716 0 0.0% Q2 2026 Sep 02, 2026
Capital Square, LLC History No change 3,972 327 0.14% 0.14% 717 0 0.0% Q2 2026 Aug 12, 2026
Northern Financial Advisors Inc History No change 3,932 322 0.21% 0.21% 718 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 3,921 321 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
Ballast Financial Advisors LLC History No change 3,924 321 0.29% 0.29% 720 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 3,865 320 0.09% 0.09% 721 -16 -0.41% Q3 2026 Oct 07, 2026
HWG Holdings LP History No change 3,819 317 0.07% 0.07% 722 0 0.0% Q3 2026 Oct 07, 2026
MJP ASSOCIATES INC /ADV History No change 3,830 313 0.03% 0.03% 723 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 3,830 313 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,829 313 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 28, 2026
Up Capital Management, Inc. History No change 3,827 313 0.24% 0.24% 726 0 0.0% Q2 2026 Aug 05, 2026
Spinnaker Investment Group, LLC History No change 3,805 311 0.05% 0.05% 727 0 0.0% Q2 2026 Jul 10, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 3,773 309 0.06% 0.06% 728 0 0.0% Q2 2026 Jul 21, 2026
Robinswood Financial LLC History No change 3,752 307 0.09% 0.09% 729 0 0.0% Q2 2026 Jul 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 3,740 306 0.2% 0.2% 730 0 0.0% Q2 2026 Jul 28, 2026
Burton Enright Welch History No change 3,700 303 0.04% 0.04% 731 0 0.0% Q2 2026 Jul 17, 2026
Plante Moran Financial Advisors, LLC History No change 3,672 300 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 3,667 300 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 03, 2026
Sageworth Trust Co of South Dakota History No change 3,650 299 0.18% 0.18% 734 0 0.0% Q2 2026 Jul 28, 2026
GRANDFIELD & DODD, LLC History No change 3,599 294 0.02% 0.02% 735 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 3,593 294 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 27, 2026
Strathmore Capital Advisors, Inc. History No change 3,601 294 0.08% 0.08% 737 0 0.0% Q2 2026 Aug 10, 2026
Arcadia Wealth Management, Inc. History No change 3,597 294 0.14% 0.14% 738 0 0.0% Q2 2026 Aug 11, 2026
SITTNER & NELSON, LLC History No change 3,514 287 0.09% 0.09% 739 0 0.0% Q2 2026 Aug 07, 2026
Olistico Wealth, LLC History Reduced 3,451 286 0.12% 0.12% 740 -23 -0.66% Q3 2026 Oct 05, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,502 286 0.03% 0.03% 741 0 0.0% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History No change 3,485 285 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 10, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 3,476 284 0.07% 0.07% 743 0 0.0% Q2 2026 Jul 13, 2026
BlackDiamond Wealth Management, LLC History No change 3,334 281 0.11% 0.11% 744 0 0.0% Q2 2026 Aug 11, 2026
Aspirean Wealth, LLC History No change 3,433 281 0.26% 0.26% 745 0 0.0% Q2 2026 Aug 06, 2026
Integrity Financial Corp /WA History No change 3,408 279 0.13% 0.13% 746 0 0.0% Q2 2026 Jul 31, 2026
Rossby Financial, LCC History No change 3,394 278 0.05% 0.05% 747 0 0.0% Q2 2026 Aug 04, 2026
One Day In July LLC History No change 3,390 277 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 03, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 3,370 276 0.05% 0.05% 749 0 0.0% Q2 2026 Jul 23, 2026
Clark Capital Management Group, Inc. History No change 3,351 274 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 11, 2026
American Financial Advisors, LLC History No change 3,353 274 0.03% 0.03% 751 0 0.0% Q2 2026 Jul 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,315 272 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 3,278 268 0.04% 0.04% 753 0 0.0% Q2 2026 Aug 04, 2026
Opulen Financial Group LLC History No change 3,266 267 0.17% 0.17% 754 0 0.0% Q2 2026 Jul 27, 2026
SAGE RHINO CAPITAL LLC History No change 3,227 264 0.04% 0.04% 755 0 0.0% Q2 2026 Aug 03, 2026
Planning Center, Inc. History No change 3,211 263 0.02% 0.02% 756 0 0.0% Q2 2026 Jul 29, 2026
Disciplined Investors, L.L.C. History No change 3,194 261 0.13% 0.13% 757 0 0.0% Q2 2026 Aug 11, 2026
E6 Portfolios, LLC History No change 3,195 261 0.21% 0.21% 758 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 3,176 260 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 03, 2026
Dorsey & Whitney Trust CO LLC History No change 3,102 254 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 14, 2026
RB Capital Management, LLC History No change 3,105 254 0.05% 0.05% 761 0 0.0% Q2 2026 Aug 17, 2026
MATAURO, LLC History No change 3,109 254 0.03% 0.03% 762 0 0.0% Q2 2026 Jul 21, 2026
Bull Oak Capital, LLC History No change 3,079 252 0.08% 0.08% 763 0 0.0% Q2 2026 Aug 10, 2026
Gilbert & Cook, Inc. History No change 3,057 250 0.03% 0.03% 764 0 0.0% Q2 2026 Jul 28, 2026
SCS Capital Management LLC History No change 3,043 249 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 06, 2026
JM2 Capital Inc. History No change 3,027 248 0.17% 0.17% 766 0 0.0% Q2 2026 Jul 21, 2026
Snowden Capital Advisors LLC History No change 3,017 247 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History No change 2,990 245 0.02% 0.02% 768 0 0.0% Q2 2026 Jul 08, 2026
Brindle & Bay Financial Advisors, LLC History No change 2,987 244 0.12% 0.12% 769 0 0.0% Q2 2026 Jul 20, 2026
AlphaStar Capital Management, LLC History No change 2,971 243 0.02% 0.02% 770 0 0.0% Q2 2026 Jul 30, 2026
COFG Advisors, LLC History No change 2,975 243 0.04% 0.04% 771 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Investment Counsel, LLC History No change 2,946 241 0.03% 0.03% 772 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 2,943 241 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 06, 2026
Inspire Advisors, LLC History No change 2,948 241 0.02% 0.02% 774 0 0.0% Q2 2026 Aug 13, 2026
Accel Wealth Management History No change 2,939 240 0.05% 0.05% 775 0 0.0% Q2 2026 Jul 10, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,929 240 0.02% 0.02% 776 0 0.0% Q2 2026 Sep 02, 2026
Modern Wealth Management, LLC History No change 2,923 239 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 2,907 238 0.02% 0.02% 778 0 0.0% Q2 2026 Jul 29, 2026
Bouchey Financial Group, Ltd. History No change 2,890 236 0.02% 0.02% 779 0 0.0% Q2 2026 Jul 27, 2026
City State Bank History No change 2,883 236 0.05% 0.05% 780 0 0.0% Q2 2026 Jul 14, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 2,871 235 0.02% 0.02% 781 0 0.0% Q2 2026 Jul 14, 2026
BNC WEALTH MANAGEMENT, LLC History No change 2,865 234 0.06% 0.06% 782 0 0.0% Q2 2026 Jul 21, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 2,848 233 0.06% 0.06% 783 0 0.0% Q2 2026 Jul 09, 2026
Morton Capital Management LLC/CA History No change 2,848 233 0.03% 0.03% 784 0 0.0% Q2 2026 Jul 23, 2026
VCI Wealth Management LLC History No change 2,805 229 0.06% 0.06% 785 0 0.0% Q2 2026 Aug 04, 2026
PKS Advisory Services, LLC History No change 2,791 228 0.04% 0.04% 786 0 0.0% Q2 2026 Aug 04, 2026
FSA Advisors, Inc. History No change 2,773 227 0.1% 0.1% 787 0 0.0% Q2 2026 Aug 17, 2026
BAILARD, INC. History No change 2,716 222 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 30, 2026
Odyssey Group, LLC History No change 2,710 222 0.06% 0.06% 789 0 0.0% Q2 2026 Aug 14, 2026
CWC Advisors, LLC. History No change 2,693 220 0.1% 0.1% 790 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 2,691 220 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 07, 2026
Perennial Advisors, LLC History No change 2,678 219 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 2,677 219 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,662 218 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 23, 2026
LYNCH & ASSOCIATES/IN History No change 2,650 217 0.04% 0.04% 795 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 2,645 216 0.02% 0.02% 796 0 0.0% Q2 2026 Jul 28, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,631 215 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 14, 2026
DeLarme Wealth Management, Inc. History No change 2,576 211 0.12% 0.12% 798 0 0.0% Q2 2026 Aug 10, 2026
First Heartland Consultants, Inc. History New 2,538 210 0.01% — 800 +2,538 New Q3 2026 Oct 08, 2026
GILL CAPITAL PARTNERS, LLC History No change 2,567 210 0.06% 0.06% 799 0 0.0% Q2 2026 Aug 20, 2026
Synergy Investment Management, LLC History No change 2,569 209 0.05% 0.05% 801 0 0.0% Q2 2026 Aug 14, 2026
Emprise Bank History Added to 2,509 208 0.08% 0.07% 802 +44 1.78% Q3 2026 Oct 07, 2026
West Wealth Group, LLC History No change 2,506 205 0.03% 0.03% 803 0 0.0% Q2 2026 Aug 06, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 2,500 204 0.01% 0.01% 804 0 0.0% Q2 2026 Jul 21, 2026
Focused Wealth Management, Inc History No change 2,501 204 0.02% 0.02% 805 0 0.0% Q2 2026 Aug 06, 2026
High Probability Advisors, LLC History No change 2,501 204 0.02% 0.02% 806 0 0.0% Q2 2026 Jul 13, 2026
Acropolis Investment Management, LLC History No change 2,450 203 0.01% 0.01% 807 0 0.0% Q3 2026 Oct 08, 2026
Prosperity Advisers, LLC History No change 2,474 202 0.15% 0.15% 808 0 0.0% Q2 2026 Jul 29, 2026
Keating Financial Advisory Services, Inc. History No change 2,383 195 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 2,307 189 0.04% 0.04% 810 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 2,296 188 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 2,245 183 0.03% 0.03% 812 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2,215 181 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 27, 2026
Silicon Valley Capital Partners History No change 2,153 176 0.01% 0.01% 814 0 0.0% Q2 2026 Sep 21, 2026
Hilltop National Bank History No change 2,154 176 0.04% 0.04% 815 0 0.0% Q2 2026 Jul 01, 2026
Rialto Wealth Management, LLC History No change 2,088 171 0.03% 0.03% 816 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 2,078 170 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 22, 2026
Strategic Wealth Advisors LLC History No change 2,257 167 0.14% 0.14% 818 0 0.0% Q2 2026 Aug 07, 2026
Kings Path Partners LLC History No change 1,972 161 0.04% 0.04% 819 0 0.0% Q2 2026 Jul 14, 2026
ATMOS ADVISORY, LLC History Added to 1,857 154 0.08% 0.08% 821 +5 0.27% Q3 2026 Oct 06, 2026
IAG Wealth Partners, LLC History No change 1,880 154 0.02% 0.02% 820 0 0.0% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 1,860 152 0.06% 0.06% 822 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 1,832 150 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 1,800 147 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 1,791 144 0.05% 0.05% 825 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 1,730 141 0.03% 0.03% 826 0 0.0% Q2 2026 Jul 10, 2026
MCF Advisors LLC History No change 1,703 139 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,648 135 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 13, 2026
Delos Wealth Advisors, LLC History No change 1,636 134 0.07% 0.07% 829 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 1,625 133 0.01% 0.01% 830 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY ADVISORS, INC. History No change 1,620 132 0.09% 0.09% 831 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 1,586 129 0.04% 0.04% 832 0 0.0% Q2 2026 Jul 24, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,535 125 0.07% 0.07% 833 0 0.0% Q2 2026 Jul 21, 2026
Walsh & Associates, LLC History No change 1,510 123 0.1% 0.1% 834 0 0.0% Q2 2026 Jul 21, 2026
S.A. Mason LLC History No change 1,491 122 0.04% 0.04% 835 0 0.0% Q2 2026 Jul 31, 2026
Frazier Financial Advisors, LLC History No change 1,498 122 0.06% 0.06% 836 0 0.0% Q2 2026 Aug 10, 2026
Merrithew & Thorsten Inc History No change 1,387 113 0.1% 0.1% 837 0 0.0% Q2 2026 Jul 31, 2026
BOK Financial Private Wealth, Inc. History No change 1,363 111 0.01% 0.01% 838 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 1,318 108 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History New 1,182 98 0.01% — 840 +1,182 New Q3 2026 Oct 09, 2026
DecisionPoint Financial, LLC History No change 1,155 94 0.02% 0.02% 841 0 0.0% Q2 2026 Aug 05, 2026
Forum Finance Group S.A. History No change 1,404 93 0.03% 0.03% 842 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 1,045 85 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 29, 2026
Crews Bank & Trust History No change 1,034 84 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 16, 2026
Atlatl Advisers LLC History No change 872 71 0.02% 0.02% 845 0 0.0% Q2 2026 Jul 22, 2026
Birchwood Financial Partners, Inc. History No change 863 70 0.06% 0.06% 846 0 0.0% Q2 2026 Aug 06, 2026
Gleason Group, Inc. History No change 832 68 0.01% 0.01% 847 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 739 60 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 725 59 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Advisory Services, LLC History No change 594 48 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 23, 2026
BARRETT & COMPANY, INC. History No change 536 43 0.01% 0.01% 851 0 0.0% Q2 2026 Jul 24, 2026
Transce3nd, LLC History No change 532 43 0.38% 0.38% 852 0 0.0% Q2 2026 Jul 24, 2026
ABOUND FINANCIAL, LLC History No change 458 37 0.01% 0.01% 853 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 447 36 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 448 36 0.01% 0.01% 855 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 428 34 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 10, 2026
NorthAvenue LLC History No change 409 33 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 393 32 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 336 27 0.02% 0.02% 859 0 0.0% Q2 2026 Jul 21, 2026
Truvestments Capital LLC History No change 255 20 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 227 18 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 07, 2026
Winch Advisory Services, LLC History No change 225 18 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 06, 2026
Navigoe, LLC History No change 227 18 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 207 16 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 205 16 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 189 15 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 30, 2026
New England Capital Financial Advisors LLC History No change 177 14 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 27, 2026
Colonial Trust Co / SC History No change 166 13 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 145 11 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 133 10 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 14, 2026
RHL GROUP, LLC History No change 102 8 0.01% 0.01% 871 0 0.0% Q2 2026 Aug 03, 2026
BFSG, LLC History No change 65 5 0.0% 0.0% 872 0 0.0% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 58 4 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 38 3 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 07, 2026
BankChampaign, National Association History No change 38 3 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 23, 2026
Global Trust Asset Management, LLC History No change 20 1 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.01% — -5,301 -100.0% Q3 2026 Oct 08, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.04% — -1,103 -100.0% Q3 2026 Oct 07, 2026
Private Wealth Asset Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026