BlackRock ETF Trust - DYNF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History No change 113,045,712 7,688,235 1.81% 1.81% 1 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 48,787,074 3,318,008 0.75% 0.75% 2 0 0.0% Q2 2026 Aug 07, 2026
First Command Advisory Services, Inc. History No change 29,895,099 2,033,165 12.09% 12.09% 3 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 23,992,247 1,631,712 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 23,668,393 1,596,196 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 19,225,934 1,307,555 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 16,214,480 1,102,741 0.22% 0.22% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 15,169,385 1,031,669 0.55% 0.55% 8 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 12,731,867 865,894 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 11,684,774 794,681 5.91% 5.91% 10 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 9,131,187 621,012 1.27% 1.27% 11 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 8,352,926 568,082 0.15% 0.15% 12 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 7,874,124 535,519 0.49% 0.49% 13 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 7,687,097 522,799 3.26% 3.26% 14 0 0.0% Q2 2026 Jul 20, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,665,461 453,318 2.17% 2.17% 15 0 0.0% Q2 2026 Sep 23, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 6,481,606 440,814 6.77% 6.77% 16 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 5,677,609 386,134 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 4,912,649 334,109 0.42% 0.42% 18 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 4,521,035 307,475 1.88% 1.88% 19 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Advisors, LLC History No change 4,366,134 296,940 0.88% 0.88% 20 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 4,364,364 296,820 0.57% 0.57% 21 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 3,957,034 269,117 2.27% 2.27% 22 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 3,872,962 263,465 0.31% 0.31% 23 0 0.0% Q2 2026 Aug 14, 2026
SOFI WEALTH, LLC History No change 3,791,928 257,889 10.38% 10.38% 24 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 3,743,858 254,619 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 3,601,913 244,965 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 3,574,841 243,124 2.89% 2.89% 27 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,090,804 204,549 0.08% 0.08% 28 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,970,337 202,012 2.08% 2.08% 29 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 2,961,917 201,439 1.34% 1.34% 30 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 2,771,211 188,469 0.16% 0.16% 31 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 2,669,958 181,583 0.84% 0.84% 32 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 2,561,010 174,173 1.04% 1.04% 33 0 0.0% Q2 2026 Aug 17, 2026
JB Capital LLC History No change 2,526,004 171,793 5.95% 5.95% 34 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 2,226,279 151,409 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 2,216,869 150,769 2.3% 2.3% 36 0 0.0% Q2 2026 Aug 05, 2026
Mirae Asset Global Investments Co., Ltd. History No change 2,155,320 146,583 0.22% 0.22% 37 0 0.0% Q2 2026 Jul 22, 2026
FORM Wealth Advisors, LLC History No change 2,147,451 146,048 16.06% 16.06% 38 0 0.0% Q2 2026 Jul 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,955,651 132,840 0.22% 0.22% 39 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 1,944,759 132,263 1.33% 1.33% 40 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,829,101 124,459 0.69% 0.69% 41 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 1,769,371 120,334 0.79% 0.79% 42 0 0.0% Q2 2026 Sep 08, 2026
ASSETMARK, INC History No change 1,663,733 113,150 0.19% 0.19% 43 0 0.0% Q2 2026 Jul 30, 2026
Advocacy Wealth Management, LLC History No change 1,478,143 100,528 3.65% 3.65% 44 0 0.0% Q2 2026 Jul 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,451,696 98,779 0.31% 0.31% 45 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,366,281 92,921 0.21% 0.21% 46 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 1,365,967 92,899 0.43% 0.43% 47 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 1,341,644 91,244 0.11% 0.11% 48 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,286,834 87,517 0.1% 0.1% 49 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 1,281,560 87,158 1.85% 1.85% 50 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 1,272,182 86,521 0.98% 0.98% 51 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 1,186,443 80,689 0.37% 0.37% 52 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 1,114,211 75,777 0.76% 0.76% 53 0 0.0% Q2 2026 Jul 28, 2026
Ascent Group, LLC History No change 1,111,944 75,623 2.26% 2.26% 54 0 0.0% Q2 2026 Aug 03, 2026
HighTower Advisors, LLC History No change 1,109,688 75,469 0.07% 0.07% 55 0 0.0% Q2 2026 Aug 05, 2026
EASTERN BANK History Added to 1,084,867 75,137 1.14% 1.07% 56 +60,161 5.87% Q3 2026 Oct 05, 2026
Stratos Investment Management, LLC History No change 1,098,761 74,726 2.7% 2.7% 57 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,043,867 70,993 3.51% 3.51% 58 0 0.0% Q2 2026 Jul 20, 2026
BlueStem Wealth Partners, LLC History No change 1,010,013 68,690 6.84% 6.84% 59 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 1,005,732 68,399 1.48% 1.48% 60 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 996,280 67,757 4.08% 4.08% 61 0 0.0% Q2 2026 Aug 05, 2026
Shah Wealth Advisors, LLC History No change 993,630 67,576 15.6% 15.6% 62 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 935,568 63,627 0.21% 0.21% 63 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 899,028 61,142 1.01% 1.01% 64 0 0.0% Q2 2026 Jul 31, 2026
TSFG, LLC History No change 898,053 61,077 7.69% 7.69% 65 0 0.0% Q2 2026 Jul 23, 2026
High Probability Advisors, LLC History No change 881,484 59,949 6.41% 6.41% 66 0 0.0% Q2 2026 Jul 13, 2026
Shepherd Financial Partners LLC History No change 864,111 58,768 4.83% 4.83% 67 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 824,650 56,084 0.53% 0.53% 68 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 805,223 54,763 6.04% 6.04% 69 0 0.0% Q2 2026 Aug 10, 2026
Tulsa Wealth Advisors, INC History No change 803,921 54,674 7.7% 7.7% 70 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 798,464 54,574 3.22% 3.22% 71 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 797,304 54,395 0.22% 0.22% 72 0 0.0% Q2 2026 Aug 14, 2026
MA Private Wealth History No change 791,623 53,838 8.02% 8.02% 73 0 0.0% Q2 2026 Jul 28, 2026
Embree Financial Group History No change 771,583 52,475 5.25% 5.25% 74 0 0.0% Q2 2026 Jul 15, 2026
BARINGS LLC History No change 765,431 52,056 0.92% 0.92% 75 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 763,636 51,934 0.27% 0.27% 76 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 757,373 51,508 0.99% 0.99% 77 0 0.0% Q2 2026 Aug 11, 2026
Sharkey, Howes & Javer History No change 749,348 50,963 6.15% 6.15% 78 0 0.0% Q2 2026 Jul 09, 2026
CFO4Life Group, LLC History No change 727,641 49,486 6.66% 6.66% 79 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 716,491 48,728 0.98% 0.98% 80 0 0.0% Q2 2026 Aug 14, 2026
Ullmann Wealth Partners Group, LLC History No change 692,851 47,120 4.28% 4.28% 81 0 0.0% Q2 2026 Aug 10, 2026
SPINNAKER TRUST History No change 682,844 46,440 2.25% 2.25% 82 0 0.0% Q2 2026 Aug 03, 2026
West Wealth Group, LLC History No change 676,626 46,017 7.53% 7.53% 83 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ALLIANCE, LLC History No change 672,554 45,740 3.83% 3.83% 84 0 0.0% Q2 2026 Aug 11, 2026
Hennion & Walsh Asset Management, Inc. History No change 664,010 45,159 1.29% 1.29% 85 0 0.0% Q2 2026 Jul 08, 2026
Intelligence Driven Advisers, LLC History Added to 645,914 44,735 7.72% 6.99% 86 +12,880 2.03% Q3 2026 Oct 09, 2026
Farther Finance Advisors, LLC History Added to 634,151 43,921 0.31% 0.33% 87 +10,819 1.74% Q3 2026 Oct 08, 2026
Scarborough Advisors, LLC History No change 657,439 43,812 5.03% 5.03% 88 0 0.0% Q2 2026 Jul 21, 2026
Horst & Graben Wealth Management LLC History No change 631,465 42,633 5.61% 5.61% 89 0 0.0% Q2 2026 Jul 22, 2026
Macro Advisors, Inc. History No change 620,781 42,219 13.46% 13.46% 90 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 619,141 42,107 0.5% 0.5% 91 0 0.0% Q2 2026 Aug 13, 2026
MCMORGAN & CO LLC History No change 600,654 40,850 6.15% 6.15% 92 0 0.0% Q2 2026 Aug 13, 2026
EQ LLC History No change 599,790 40,791 10.02% 10.02% 93 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 590,312 40,147 5.34% 5.34% 94 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Consulting Group, LLC History No change 584,555 39,755 1.5% 1.5% 95 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 579,581 39,417 0.3% 0.3% 96 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 574,745 39,088 0.62% 0.62% 97 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 571,057 38,837 0.06% 0.06% 98 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 566,968 38,559 2.29% 2.29% 99 0 0.0% Q2 2026 Jul 29, 2026
GeoWealth Management, LLC History No change 560,438 38,115 1.2% 1.2% 100 0 0.0% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History No change 559,274 38,036 0.58% 0.58% 101 0 0.0% Q2 2026 Aug 06, 2026
Weil Company, Inc. History No change 559,021 38,019 6.7% 6.7% 102 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 555,983 37,812 0.32% 0.32% 103 0 0.0% Q2 2026 Jul 27, 2026
Capital Analysts, LLC History No change 552,168 37,553 0.87% 0.87% 104 0 0.0% Q2 2026 Aug 05, 2026
PRUDENTIAL PLC History No change 547,900 37,262 0.2% 0.2% 105 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 543,366 36,954 1.16% 1.16% 106 0 0.0% Q2 2026 Jul 31, 2026
Frisch Financial Group, Inc. History No change 535,996 36,453 6.25% 6.25% 107 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 532,715 36,229 4.61% 4.61% 108 0 0.0% Q2 2026 Aug 12, 2026
Avid Wealth Partners LLC History No change 528,692 35,956 17.41% 17.41% 109 0 0.0% Q2 2026 Aug 03, 2026
CFS Investment Advisory Services, LLC History No change 533,175 35,792 2.39% 2.39% 110 0 0.0% Q2 2026 Jul 16, 2026
SteelPeak Wealth, LLC History No change 507,775 34,533 0.89% 0.89% 111 0 0.0% Q2 2026 Jul 13, 2026
UNIQUE WEALTH, LLC History No change 503,832 34,265 3.99% 3.99% 112 0 0.0% Q2 2026 Jul 21, 2026
Insight Wealth Strategies, LLC History Reduced 486,949 33,726 3.34% 3.23% 113 -2,808 -0.57% Q3 2026 Oct 09, 2026
PRINCIPAL SECURITIES, INC. History No change 481,587 32,752 0.39% 0.39% 114 0 0.0% Q2 2026 Aug 04, 2026
Vertex Planning Partners, LLC History No change 478,583 32,548 4.83% 4.83% 115 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Advisors, LLC History No change 459,902 31,277 3.45% 3.45% 116 0 0.0% Q2 2026 Aug 06, 2026
Buttonwood Financial Group, LLC History No change 459,161 31,227 17.85% 17.85% 117 0 0.0% Q2 2026 Jul 30, 2026
MAI Capital Management History No change 458,632 31,191 0.12% 0.12% 118 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 454,810 30,931 3.69% 3.69% 119 0 0.0% Q2 2026 Jul 20, 2026
Wealth Group Ltd History Added to 439,142 30,726 5.69% 5.53% 120 +14,098 3.32% Q3 2026 Oct 07, 2026
KWB Wealth History No change 448,242 30,484 2.61% 2.61% 121 0 0.0% Q2 2026 Jul 10, 2026
PAX Financial Group, LLC History No change 447,980 30,467 4.53% 4.53% 122 0 0.0% Q2 2026 Aug 05, 2026
Presidio Capital Management, LLC History No change 445,207 30,278 7.57% 7.57% 123 0 0.0% Q2 2026 Jul 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 443,571 30,167 3.0% 3.0% 124 0 0.0% Q2 2026 Jul 22, 2026
Detalus Advisors, LLC History No change 440,877 29,984 5.84% 5.84% 125 0 0.0% Q2 2026 Jul 27, 2026
Strategies Wealth Advisors, LLC History No change 431,577 29,351 2.63% 2.63% 126 0 0.0% Q2 2026 Aug 14, 2026
Cypress Wealth Services, LLC History No change 430,577 29,283 3.59% 3.59% 127 0 0.0% Q2 2026 Jul 10, 2026
Bishop & Co Investment Management, LLC History No change 430,033 29,246 9.0% 9.0% 128 0 0.0% Q2 2026 Jul 22, 2026
Stonebrook Private Inc. History No change 427,221 29,055 5.3% 5.3% 129 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 496,452 28,888 3.61% 3.61% 130 0 0.0% Q2 2026 Aug 05, 2026
Centerline Wealth Advisors, LLC History No change 421,743 28,682 8.99% 8.99% 131 0 0.0% Q2 2026 Jul 17, 2026
Financial Enhancement Group LLC History Added to 402,793 28,364 3.26% 3.08% 132 +23,567 6.21% Q3 2026 Oct 08, 2026
Madrona Financial Services, LLC History No change 417,008 28,360 5.23% 5.23% 133 0 0.0% Q2 2026 Jul 17, 2026
McKinley Carter Wealth Services, Inc. History No change 414,681 28,202 1.45% 1.45% 134 0 0.0% Q2 2026 Jul 28, 2026
Security Financial Services, INC. History No change 413,086 28,094 3.9% 3.9% 135 0 0.0% Q2 2026 Jul 15, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 409,297 27,859 2.81% 2.81% 136 0 0.0% Q2 2026 Sep 02, 2026
Trek Financial, LLC History No change 409,352 27,840 1.38% 1.38% 137 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 401,142 27,281 1.36% 1.36% 138 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 400,742 27,254 2.49% 2.49% 139 0 0.0% Q2 2026 Jul 22, 2026
Global Wealth Strategies & Associates History Added to 393,342 27,242 4.99% 4.86% 140 +16,012 4.24% Q3 2026 Oct 01, 2026
Tull Financial Group, Inc. History No change 400,483 27,236 10.66% 10.66% 141 0 0.0% Q2 2026 Aug 05, 2026
Mason & Associates, LLC History No change 386,862 26,310 5.47% 5.47% 142 0 0.0% Q2 2026 Jul 14, 2026
NorthRock Partners, LLC History No change 383,502 26,081 0.38% 0.38% 143 0 0.0% Q2 2026 Aug 11, 2026
Royal Harbor Partners, LLC History No change 382,096 25,986 8.05% 8.05% 144 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Services History No change 381,483 25,944 6.68% 6.68% 145 0 0.0% Q2 2026 Aug 05, 2026
EWA, LLC History No change 381,258 25,929 4.73% 4.73% 146 0 0.0% Q2 2026 Jul 14, 2026
FIRST HAWAIIAN BANK History No change 379,750 25,826 3.27% 3.27% 147 0 0.0% Q2 2026 Jul 13, 2026
Ancora Advisors LLC History No change 378,208 25,721 0.5% 0.5% 148 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 377,715 25,688 2.33% 2.33% 149 0 0.0% Q2 2026 Jul 16, 2026
Brookstone Capital Management History No change 376,878 25,631 0.26% 0.26% 150 0 0.0% Q2 2026 Jul 15, 2026
Elevated Financial Group LLC History No change 376,260 25,589 7.01% 7.01% 151 0 0.0% Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 373,023 25,369 0.28% 0.28% 152 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 369,197 25,109 0.29% 0.29% 153 0 0.0% Q2 2026 Jul 22, 2026
Marks Group Wealth Management, Inc History No change 364,029 24,757 2.16% 2.16% 154 0 0.0% Q2 2026 Jul 27, 2026
Tradition Wealth Management, LLC History No change 359,593 24,455 1.5% 1.5% 155 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 364,895 24,451 0.41% 0.41% 156 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 364,895 24,451 0.41% 0.41% 157 0 0.0% Q2 2026 Jul 29, 2026
Scissortail Wealth Management, LLC History No change 357,136 24,288 4.67% 4.67% 158 0 0.0% Q2 2026 Aug 05, 2026
Kelly Financial Services LLC History No change 356,559 24,249 5.19% 5.19% 159 0 0.0% Q2 2026 Jul 14, 2026
Kilter Group LLC History No change 355,152 24,153 8.75% 8.75% 160 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 352,386 23,965 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 350,439 23,833 4.72% 4.72% 162 0 0.0% Q2 2026 Aug 10, 2026
Central Pacific Bank - Trust Division History Added to 341,241 23,634 2.48% 2.27% 163 +12,484 3.8% Q3 2026 Oct 05, 2026
Midwest Capital Advisors, LLC History No change 345,752 23,514 9.55% 9.55% 164 0 0.0% Q2 2026 Jul 28, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 335,432 23,470 9.54% 9.14% 165 -4,248 -1.25% Q3 2026 Oct 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 340,681 23,213 0.04% 0.04% 166 0 0.0% Q2 2026 Jul 15, 2026
SWMG, LLC History No change 337,488 22,962 5.41% 5.41% 167 0 0.0% Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 337,355 22,943 0.28% 0.28% 168 0 0.0% Q2 2026 Aug 18, 2026
Perennial Investment Advisors, LLC History No change 334,511 22,750 1.51% 1.51% 169 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Added to 322,483 22,409 5.09% 4.38% 170 +71,651 28.57% Q3 2026 Oct 08, 2026
Lineweaver Wealth Advisors, LLC History No change 326,119 22,179 2.63% 2.63% 171 0 0.0% Q2 2026 Jul 09, 2026
Van Hulzen Asset Management, LLC History No change 325,210 22,117 1.57% 1.57% 172 0 0.0% Q2 2026 Aug 13, 2026
Able Wealth Management LLC History No change 324,066 22,039 5.06% 5.06% 173 0 0.0% Q2 2026 Jul 29, 2026
REGATTA CAPITAL GROUP, LLC History No change 320,158 21,773 2.93% 2.93% 174 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 318,972 21,693 0.45% 0.45% 175 0 0.0% Q2 2026 Jul 29, 2026
BNP Paribas Asset Management Holding S.A. History No change 318,713 21,675 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 12, 2026
Storen Legacy Partners, LLC History No change 314,290 21,374 5.83% 5.83% 177 0 0.0% Q2 2026 Jul 17, 2026
Legacy Financial Group LLC History No change 308,358 20,971 2.36% 2.36% 178 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL LIFE ADVISORS History No change 306,406 20,838 5.92% 5.92% 179 0 0.0% Q2 2026 Jul 28, 2026
Sterling Group Wealth Management, LLC History No change 305,402 20,770 8.52% 8.52% 180 0 0.0% Q2 2026 Aug 03, 2026
ShoreHaven Wealth Partners, LLC History No change 301,711 20,519 6.45% 6.45% 181 0 0.0% Q2 2026 Jul 14, 2026
JT Stratford LLC History No change 299,269 20,353 2.23% 2.23% 182 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 298,072 20,271 0.59% 0.59% 183 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 296,824 20,187 1.05% 1.05% 184 0 0.0% Q2 2026 Aug 14, 2026
ONE Advisory Partners, LLC History No change 295,928 20,126 5.48% 5.48% 185 0 0.0% Q2 2026 Jul 21, 2026
Shira Ridge Wealth Management History Added to 289,865 20,076 6.98% 6.65% 186 +9,695 3.46% Q3 2026 Oct 08, 2026
Rothschild Wealth LLC History No change 295,017 20,064 1.6% 1.6% 187 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 294,629 20,037 0.3% 0.3% 188 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 301,511 19,791 1.47% 1.47% 189 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 290,863 19,781 0.67% 0.67% 190 0 0.0% Q2 2026 Aug 06, 2026
TSA Wealth Managment LLC History No change 287,898 19,579 5.54% 5.54% 191 0 0.0% Q2 2026 Aug 03, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 287,787 19,572 11.91% 11.91% 192 0 0.0% Q2 2026 Aug 06, 2026
Mutual Advisors, LLC History No change 284,713 19,363 0.36% 0.36% 193 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 279,819 19,030 0.23% 0.23% 194 0 0.0% Q2 2026 Jul 22, 2026
Stokes Family Office, LLC History No change 278,969 18,972 2.21% 2.21% 195 0 0.0% Q2 2026 Aug 11, 2026
Cardinal Strategic Wealth Guidance History No change 278,176 18,918 4.29% 4.29% 196 0 0.0% Q2 2026 Jul 30, 2026
RFG Advisory, LLC History No change 271,192 18,443 0.29% 0.29% 197 0 0.0% Q2 2026 Jul 15, 2026
Landing Point Financial Group, LLC History No change 270,950 18,427 6.26% 6.26% 198 0 0.0% Q2 2026 Aug 06, 2026
4J Wealth Management LLC History No change 265,350 18,046 8.85% 8.85% 199 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 264,314 17,975 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 263,624 17,929 0.34% 0.34% 201 0 0.0% Q2 2026 Jul 15, 2026
Synergy Investment Management, LLC History No change 263,317 17,908 4.33% 4.33% 202 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 261,472 17,782 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 260,533 17,718 1.86% 1.86% 204 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 254,870 17,333 0.1% 0.1% 205 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 253,037 17,209 4.9% 4.9% 206 0 0.0% Q2 2026 Aug 05, 2026
Beacon Capital Management, LLC History No change 252,353 17,162 2.51% 2.51% 207 0 0.0% Q2 2026 Jul 29, 2026
NorthCoast Asset Management LLC History No change 247,973 16,864 0.37% 0.37% 208 0 0.0% Q2 2026 Aug 12, 2026
JMAC ENTERPRISES LLC History No change 244,847 16,652 2.81% 2.81% 209 0 0.0% Q2 2026 Jul 28, 2026
Patriot Financial Group Insurance Agency, LLC History No change 241,924 16,453 1.69% 1.69% 210 0 0.0% Q2 2026 Jul 16, 2026
Snowden Capital Advisors LLC History No change 241,077 16,395 0.39% 0.39% 211 0 0.0% Q2 2026 Aug 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 240,463 16,353 0.06% 0.06% 212 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 236,977 16,116 0.17% 0.17% 213 0 0.0% Q2 2026 Jul 21, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 236,828 16,106 4.57% 4.57% 214 0 0.0% Q2 2026 Jul 24, 2026
Fortitude Financial, LLC History No change 235,866 16,041 14.41% 14.41% 215 0 0.0% Q2 2026 Jul 09, 2026
Skyline Advisors, Inc. History No change 234,552 15,951 5.01% 5.01% 216 0 0.0% Q2 2026 Jul 20, 2026
Invst, LLC History No change 234,272 15,932 1.55% 1.55% 217 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 230,118 15,650 0.44% 0.44% 218 0 0.0% Q2 2026 Jul 17, 2026
World Investment Advisors History No change 235,307 15,530 0.26% 0.26% 219 0 0.0% Q2 2026 Aug 13, 2026
Bay Harbor Wealth Management, LLC History No change 227,439 15,468 3.57% 3.57% 220 0 0.0% Q2 2026 Jul 28, 2026
BCGM Wealth Management, LLC History No change 224,827 15,290 3.23% 3.23% 221 0 0.0% Q2 2026 Aug 04, 2026
Joseph Group Capital Management History No change 223,451 15,196 3.19% 3.19% 222 0 0.0% Q2 2026 Aug 06, 2026
WATERSHED PRIVATE WEALTH LLC History No change 222,462 15,129 4.26% 4.26% 223 0 0.0% Q2 2026 Jul 17, 2026
VestGen Advisors, LLC History No change 221,601 15,071 0.44% 0.44% 224 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 221,404 15,057 2.99% 2.99% 225 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 220,362 14,986 3.64% 3.64% 226 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial Group, Inc. History No change 219,096 14,900 6.44% 6.44% 227 0 0.0% Q2 2026 Jul 22, 2026
Ridgeline Wealth Planning, LLC History No change 215,984 14,689 9.31% 9.31% 228 0 0.0% Q2 2026 Jul 24, 2026
Evernest Financial Advisors, LLC History No change 211,650 14,394 3.01% 3.01% 229 0 0.0% Q2 2026 Aug 05, 2026
Gen-Wealth Partners Inc History No change 210,007 14,282 3.97% 3.97% 230 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 207,045 14,081 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Management, LLC History No change 206,282 14,029 4.79% 4.79% 232 0 0.0% Q2 2026 Jul 07, 2026
ADE, LLC History No change 205,621 13,984 5.91% 5.91% 233 0 0.0% Q2 2026 Aug 04, 2026
Crown Wealth Group, LLC History No change 204,467 13,905 3.54% 3.54% 234 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 203,122 13,814 2.11% 2.11% 235 0 0.0% Q2 2026 Aug 12, 2026
McNaughton Wealth Management, LLC History Added to 198,214 13,728 4.8% 4.76% 236 +957 0.49% Q3 2026 Oct 08, 2026
Mayflower Financial Advisors, LLC History No change 199,540 13,570 1.17% 1.17% 237 0 0.0% Q2 2026 Jul 09, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 194,621 13,236 3.0% 3.0% 238 0 0.0% Q2 2026 Aug 13, 2026
Steelhead Wealth Management LLC History No change 189,809 12,908 5.2% 5.2% 239 0 0.0% Q2 2026 Aug 13, 2026
LiftPoint Family Wealth Advisors LLC History No change 187,176 12,729 8.63% 8.63% 240 0 0.0% Q2 2026 Aug 05, 2026
Csenge Advisory Group History No change 186,007 12,650 0.51% 0.51% 241 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 185,391 12,608 0.17% 0.17% 242 0 0.0% Q2 2026 Aug 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 180,695 12,514 2.45% 2.51% 243 +7,162 4.13% Q3 2026 Oct 05, 2026
CoreCap Advisors, LLC History Added to 179,962 12,464 0.36% 0.35% 244 +7,088 4.1% Q3 2026 Oct 08, 2026
Hobbs Wealth Management, LLC History No change 182,880 12,437 10.51% 10.51% 245 0 0.0% Q2 2026 Aug 06, 2026
Quadrant Private Wealth Management, LLC History No change 182,824 12,433 2.78% 2.78% 246 0 0.0% Q2 2026 Jul 30, 2026
Advyzon Investment Management, LLC History No change 181,216 12,324 0.89% 0.89% 247 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 181,023 12,311 0.74% 0.74% 248 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 179,726 12,223 0.38% 0.38% 249 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 179,150 12,184 0.43% 0.43% 250 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 178,798 12,160 0.22% 0.22% 251 0 0.0% Q2 2026 Jul 31, 2026
May Hill Capital, LLC History No change 178,687 12,152 2.54% 2.54% 252 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 177,387 12,064 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 19, 2026
Summit Financial, LLC History No change 176,715 12,018 0.13% 0.13% 254 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 176,465 12,001 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History Added to 173,173 11,993 0.3% 0.3% 256 +4,552 2.7% Q3 2026 Oct 07, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 174,989 11,901 3.35% 3.35% 257 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 173,804 11,820 0.13% 0.13% 258 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 171,720 11,678 0.18% 0.18% 259 0 0.0% Q2 2026 Aug 10, 2026
Peak Wealth Management LLC History No change 170,930 11,624 8.16% 8.16% 260 0 0.0% Q2 2026 Jul 14, 2026
Selby Wealth Management, LLC History No change 169,628 11,536 4.09% 4.09% 261 0 0.0% Q2 2026 Jul 09, 2026
Baird Financial Group, Inc. History No change 167,601 11,398 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 12, 2026
Cobblestone Asset Management LLC History No change 167,493 11,391 4.75% 4.75% 263 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 167,445 11,387 0.21% 0.21% 264 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 166,925 11,352 0.21% 0.21% 265 0 0.0% Q2 2026 Jul 20, 2026
Vigilare Wealth Management History No change 166,618 11,331 3.47% 3.47% 266 0 0.0% Q2 2026 Jul 06, 2026
WCG Wealth Advisors LLC History No change 163,238 11,101 0.26% 0.26% 267 0 0.0% Q2 2026 Aug 14, 2026
Goodman Advisory Group, LLC History No change 163,066 11,090 2.55% 2.55% 268 0 0.0% Q2 2026 Aug 12, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 161,919 11,012 2.59% 2.59% 269 0 0.0% Q2 2026 Jul 16, 2026
Blue Edge Capital, LLC History No change 161,885 11,009 1.32% 1.32% 270 0 0.0% Q2 2026 Aug 14, 2026
FCG Investment Co History No change 161,038 10,952 3.79% 3.79% 271 0 0.0% Q2 2026 Jul 13, 2026
Town Capital LLC History No change 160,171 10,893 6.91% 6.91% 272 0 0.0% Q2 2026 Jul 27, 2026
Hoese & Co LLP History No change 160,002 10,881 7.07% 7.07% 273 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 158,394 10,773 0.16% 0.16% 274 0 0.0% Q2 2026 Jul 15, 2026
CITIGROUP INC History No change 158,321 10,767 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 03, 2026
M1 Capital Management LLC History No change 157,812 10,732 3.96% 3.96% 276 0 0.0% Q2 2026 Aug 11, 2026
J.E. Simmons & Co., P.C. History No change 157,317 10,699 6.03% 6.03% 277 0 0.0% Q2 2026 Jul 15, 2026
Redhawk Wealth Advisors, Inc. History No change 156,963 10,675 1.05% 1.05% 278 0 0.0% Q2 2026 Jul 09, 2026
Etesian Wealth Advisors, Inc. History No change 155,815 10,596 3.13% 3.13% 279 0 0.0% Q2 2026 Jul 23, 2026
Genesis Wealth Advisors, LLC History No change 151,810 10,324 6.17% 6.17% 280 0 0.0% Q2 2026 Aug 07, 2026
Maia Wealth LLC History No change 151,327 10,291 1.52% 1.52% 281 0 0.0% Q2 2026 Jul 28, 2026
Keebeck Wealth Management History No change 151,161 10,280 1.0% 1.0% 282 0 0.0% Q2 2026 Aug 11, 2026
A4 Wealth Advisors LLC History No change 149,860 10,191 6.76% 6.76% 283 0 0.0% Q2 2026 Jul 28, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 173,151 10,073 5.73% 5.73% 284 0 0.0% Q2 2026 Aug 19, 2026
SkyOak Wealth, LLC History No change 147,220 10,012 1.64% 1.64% 285 0 0.0% Q2 2026 Jul 30, 2026
Kovack Advisors, Inc. History No change 147,859 9,998 0.48% 0.48% 286 0 0.0% Q2 2026 Jul 28, 2026
Rochester Wealth Strategies, LLC History No change 146,619 9,971 5.52% 5.52% 287 0 0.0% Q2 2026 Jul 22, 2026
Alternative Investment Advisors, LLC. History No change 146,582 9,969 3.79% 3.79% 288 0 0.0% Q2 2026 Aug 31, 2026
Founders Financial Alliance, LLC History No change 146,083 9,935 1.32% 1.32% 289 0 0.0% Q2 2026 Aug 04, 2026
BridgePort Financial Solutions, LLC History No change 144,736 9,843 2.51% 2.51% 290 0 0.0% Q2 2026 Jul 24, 2026
Gilbert Capital Group, Inc. History No change 143,682 9,771 6.84% 6.84% 291 0 0.0% Q2 2026 Jul 13, 2026
First Heartland Consultants, Inc. History Reduced 139,404 9,655 0.64% 0.62% 292 -1,590 -1.13% Q3 2026 Oct 08, 2026
SWP FINANCIAL LLC History No change 141,250 9,606 4.44% 4.44% 293 0 0.0% Q2 2026 Jul 24, 2026
Annex Advisory Services, LLC History No change 141,133 9,598 0.16% 0.16% 294 0 0.0% Q2 2026 Jul 10, 2026
Balefire, LLC History Added to 138,534 9,594 1.51% 1.02% 295 +46,808 51.03% Q3 2026 Oct 09, 2026
Daviman Financial, LLC History No change 140,914 9,583 5.29% 5.29% 296 0 0.0% Q2 2026 Jul 24, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 140,601 9,562 0.13% 0.13% 297 0 0.0% Q2 2026 Jul 15, 2026
Finhabits Advisors LLC History No change 140,398 9,548 8.03% 8.03% 298 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 139,624 9,495 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 12, 2026
Polaris Investment Advisors, LLC History No change 137,720 9,366 6.0% 6.0% 300 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Wealth Group, LLC History No change 136,543 9,286 0.55% 0.55% 301 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 136,422 9,278 0.09% 0.09% 302 0 0.0% Q2 2026 Aug 05, 2026
EHRLICH FINANCIAL GROUP History No change 135,972 9,247 4.76% 4.76% 303 0 0.0% Q2 2026 Jul 09, 2026
CORE WEALTH ADVISORS, LLC History No change 134,112 9,120 6.72% 6.72% 304 0 0.0% Q2 2026 Aug 04, 2026
Spectrum Planning & Advisory Services Inc. History No change 134,007 9,113 4.08% 4.08% 305 0 0.0% Q2 2026 Jul 14, 2026
Pinion Investment Advisors, LLC History No change 133,709 9,093 1.73% 1.73% 306 0 0.0% Q2 2026 Aug 06, 2026
Centurion Wealth Management LLC History No change 132,969 9,043 2.16% 2.16% 307 0 0.0% Q2 2026 Jul 09, 2026
Sculati Wealth Management, LLC History No change 133,628 8,951 2.99% 2.99% 308 0 0.0% Q2 2026 Jul 21, 2026
Schwallier Wealth Management LLC History No change 131,532 8,945 5.65% 5.65% 309 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 131,234 8,925 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 13, 2026
Lantz Financial LLC History No change 130,753 8,892 1.63% 1.63% 311 0 0.0% Q2 2026 Jul 09, 2026
Heck Capital Advisors, LLC History No change 130,556 8,879 0.53% 0.53% 312 0 0.0% Q2 2026 Jul 10, 2026
PFG Advisors History No change 130,145 8,851 0.45% 0.45% 313 0 0.0% Q2 2026 Jul 16, 2026
B.O.S.S. Retirement Advisors, LLC History No change 128,051 8,708 2.35% 2.35% 314 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 128,033 8,679 1.09% 1.09% 315 0 0.0% Q2 2026 Jul 29, 2026
Retirement Wealth Solutions LLC History Added to 124,074 8,593 4.54% 4.3% 316 +9,377 8.18% Q3 2026 Oct 07, 2026
Western Wealth Management, LLC History No change 125,889 8,561 0.28% 0.28% 317 0 0.0% Q2 2026 Aug 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 125,849 8,559 2.23% 2.23% 318 0 0.0% Q2 2026 Jul 13, 2026
Benchmark Financial Wealth Advisors, LLC History No change 125,755 8,552 2.11% 2.11% 319 0 0.0% Q2 2026 Jul 17, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 124,354 8,457 7.17% 7.17% 320 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 124,021 8,434 0.43% 0.43% 321 0 0.0% Q2 2026 Jul 31, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 123,848 8,422 2.72% 2.72% 322 0 0.0% Q2 2026 Jul 15, 2026
Valmark Advisers, Inc. History No change 123,792 8,419 0.09% 0.09% 323 0 0.0% Q2 2026 Aug 06, 2026
Meriwether Wealth & Planning, LLC History No change 122,334 8,319 4.12% 4.12% 324 0 0.0% Q2 2026 Jul 08, 2026
Great Diamond Partners, LLC History No change 121,880 8,289 1.42% 1.42% 325 0 0.0% Q2 2026 Jul 17, 2026
Horizon Investments, LLC History No change 121,540 8,265 0.09% 0.09% 326 0 0.0% Q2 2026 Aug 13, 2026
Shared Vision Wealth Group LLC History No change 121,023 8,230 2.83% 2.83% 327 0 0.0% Q2 2026 Jul 31, 2026
KM Capital Management Ltd. History No change 120,403 8,188 3.85% 3.85% 328 0 0.0% Q2 2026 Aug 14, 2026
ArborFi Advisors, LLC History No change 120,102 8,168 5.92% 5.92% 329 0 0.0% Q2 2026 Aug 06, 2026
Integrated Advisors Network LLC History No change 119,079 8,098 0.37% 0.37% 330 0 0.0% Q2 2026 Aug 11, 2026
Advus Financial Partners, LLC History No change 118,929 8,088 2.3% 2.3% 331 0 0.0% Q2 2026 Oct 02, 2026
FORTE ASSET MANAGEMENT LLC History No change 118,598 8,065 3.3% 3.3% 332 0 0.0% Q2 2026 Jul 21, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 118,288 8,044 2.79% 2.79% 333 0 0.0% Q2 2026 Jul 23, 2026
Bedminster, LLC History No change 117,269 7,975 6.81% 6.81% 334 0 0.0% Q2 2026 Aug 04, 2026
Millington Financial Advisors, LLC History No change 117,357 7,861 3.09% 3.09% 335 0 0.0% Q2 2026 Aug 07, 2026
Braun-Bostich & Associates Inc. History No change 114,658 7,797 4.35% 4.35% 336 0 0.0% Q2 2026 Jul 24, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 113,015 7,686 1.21% 1.21% 337 0 0.0% Q2 2026 Jul 15, 2026
HighPoint Advisor Group LLC History No change 112,938 7,680 0.27% 0.27% 338 0 0.0% Q2 2026 Aug 05, 2026
VERUS CAPITAL PARTNERS, LLC History No change 111,782 7,602 0.41% 0.41% 339 0 0.0% Q2 2026 Aug 06, 2026
Emergent Wealth Advisors, LLC History Added to 109,225 7,564 3.96% 3.75% 340 +3,754 3.56% Q3 2026 Oct 08, 2026
ASHTON THOMAS SECURITIES, LLC History No change 109,677 7,459 1.1% 1.1% 341 0 0.0% Q2 2026 Jul 27, 2026
Cyndeo Wealth Partners, LLC History No change 109,044 7,416 0.35% 0.35% 342 0 0.0% Q2 2026 Jul 21, 2026
Wealth Quarterback LLC History No change 108,719 7,393 2.28% 2.28% 343 0 0.0% Q2 2026 Jul 27, 2026
Summit Wealth Partners, LLC History No change 108,067 7,349 1.05% 1.05% 344 0 0.0% Q2 2026 Aug 03, 2026
KICKSTAND VENTURES, LLC. History No change 106,404 7,236 1.31% 1.31% 345 0 0.0% Q2 2026 Jul 30, 2026
WJ Wealth Management, LLC History No change 106,052 7,212 2.85% 2.85% 346 0 0.0% Q2 2026 Aug 03, 2026
Arch Global Advisors, LLC History No change 105,939 7,204 3.19% 3.19% 347 0 0.0% Q2 2026 Aug 11, 2026
Bull Harbor Capital LLC History No change 105,819 7,196 1.4% 1.4% 348 0 0.0% Q2 2026 Aug 10, 2026
GW HENSSLER & ASSOCIATES LTD History No change 104,346 7,096 0.32% 0.32% 349 0 0.0% Q2 2026 Jul 28, 2026
Gladstone Institutional Advisory LLC History No change 102,834 6,993 0.22% 0.22% 350 0 0.0% Q2 2026 Jul 27, 2026
5T Wealth, LLC History No change 102,745 6,987 2.6% 2.6% 351 0 0.0% Q2 2026 Jul 21, 2026
Sunrise Financial Services, LLC History No change 102,385 6,963 4.14% 4.14% 352 0 0.0% Q2 2026 Aug 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 102,070 6,941 1.73% 1.73% 353 0 0.0% Q2 2026 Jul 24, 2026
UPTICK PARTNERS, LLC History No change 101,873 6,928 1.08% 1.08% 354 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth, LLC/TN History No change 101,446 6,906 3.49% 3.49% 355 0 0.0% Q2 2026 Jul 29, 2026
NOVEM GROUP History No change 101,472 6,901 0.7% 0.7% 356 0 0.0% Q2 2026 Jul 21, 2026
Hoxton Planning & Management, LLC History No change 100,367 6,825 1.78% 1.78% 357 0 0.0% Q2 2026 Jul 16, 2026
Intentional Wealth Strategies, LLC History No change 99,950 6,797 6.37% 6.37% 358 0 0.0% Q2 2026 Jul 28, 2026
Keystone Wealth Services, LLC History No change 98,098 6,671 1.24% 1.24% 359 0 0.0% Q2 2026 Aug 05, 2026
FFG RETIREMENT ADVISORS LLC History No change 97,427 6,626 3.51% 3.51% 360 0 0.0% Q2 2026 Jul 09, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 95,995 6,528 1.21% 1.21% 361 0 0.0% Q2 2026 Aug 06, 2026
Chatterton & Associates Inc. History No change 94,336 6,391 3.76% 3.76% 362 0 0.0% Q2 2026 Jul 14, 2026
Integrity Advisory Solutions, LLC History No change 93,269 6,343 0.65% 0.65% 363 0 0.0% Q2 2026 Jul 31, 2026
BEACON FINANCIAL PLANNING, INC History No change 92,373 6,282 2.13% 2.13% 364 0 0.0% Q2 2026 Aug 06, 2026
Daiichi Life Insurance Co., Ltd. History No change 91,830 6,245 0.15% 0.15% 365 0 0.0% Q2 2026 Aug 12, 2026
Portfolio Resources Advisor Group, Inc. History No change 90,877 6,180 5.23% 5.23% 366 0 0.0% Q2 2026 Jul 29, 2026
BETO FINANCIAL GROUP, LLC History No change 91,681 6,134 3.22% 3.22% 367 0 0.0% Q2 2026 Aug 07, 2026
Hopwood Nicholas Hunter History No change 90,074 6,125 1.68% 1.68% 368 0 0.0% Q2 2026 Aug 14, 2026
Redwood Investment Management, LLC History No change 89,868 6,112 0.61% 0.61% 369 0 0.0% Q2 2026 Aug 14, 2026
Payne Capital LLC History No change 89,292 6,072 5.06% 5.06% 370 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 89,112 6,060 0.29% 0.29% 371 0 0.0% Q2 2026 Jul 28, 2026
LEIGH BALDWIN & CO., LLC History No change 88,791 6,038 3.25% 3.25% 372 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 88,621 6,027 0.18% 0.18% 373 0 0.0% Q2 2026 Jul 15, 2026
Ducere Wealth Management LLC History No change 88,574 6,023 1.81% 1.81% 374 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 88,182 5,997 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 88,192 5,997 2.77% 2.77% 376 0 0.0% Q2 2026 Aug 04, 2026
THEORY FINANCIAL LLC History No change 86,369 5,873 1.85% 1.85% 377 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Partners, Inc. History No change 86,186 5,861 0.04% 0.04% 378 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 85,218 5,795 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 05, 2026
Alpha Financial Partners LLC History No change 83,630 5,687 2.99% 2.99% 380 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 83,182 5,657 0.05% 0.05% 381 0 0.0% Q2 2026 Jul 24, 2026
Barnes Wealth Management Group, Inc History No change 82,855 5,634 2.61% 2.61% 382 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 81,709 5,557 0.06% 0.06% 383 0 0.0% Q2 2026 Aug 03, 2026
Armor Investment Advisors, LLC History No change 81,390 5,535 1.78% 1.78% 384 0 0.0% Q2 2026 Aug 04, 2026
Sheridan Capital Management, LLC History No change 80,595 5,481 2.64% 2.64% 385 0 0.0% Q2 2026 Aug 07, 2026
Tyche Wealth Partners LLC History No change 79,856 5,431 0.76% 0.76% 386 0 0.0% Q2 2026 Aug 06, 2026
Curtis Advisory Group, LLC History No change 79,012 5,373 1.04% 1.04% 387 0 0.0% Q2 2026 Jul 29, 2026
Financial Designs Corp History Added to 77,180 5,345 2.75% 0.52% 388 +63,044 445.98% Q3 2026 Oct 08, 2026
Dynamic Advisor Solutions LLC History No change 78,369 5,329 0.15% 0.15% 389 0 0.0% Q2 2026 Jul 07, 2026
Trinity Wealth Management, LLC History No change 78,133 5,313 1.69% 1.69% 390 0 0.0% Q2 2026 Jul 07, 2026
XY Planning Network, Inc. History No change 77,229 5,252 0.66% 0.66% 391 0 0.0% Q2 2026 Jul 14, 2026
WEALTHGARDEN F.S. LLC History No change 77,123 5,245 2.97% 2.97% 392 0 0.0% Q2 2026 Jul 31, 2026
Davis Wealth Advisors, LLC History No change 77,010 5,237 4.05% 4.05% 393 0 0.0% Q2 2026 Aug 14, 2026
WealthPoint Financial, LLC History No change 76,506 5,203 3.79% 3.79% 394 0 0.0% Q2 2026 Aug 06, 2026
ERn Financial, LLC History No change 76,093 5,175 0.86% 0.86% 395 0 0.0% Q2 2026 Jul 23, 2026
EVERPAR ADVISORS LLC History No change 75,619 5,142 1.46% 1.46% 396 0 0.0% Q2 2026 Jul 09, 2026
Optivise Advisory Services LLC History No change 75,232 5,116 2.6% 2.6% 397 0 0.0% Q2 2026 Jul 13, 2026
Sigma Planning Corp History No change 75,088 5,106 0.13% 0.13% 398 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 74,659 5,077 0.09% 0.09% 399 0 0.0% Q2 2026 Jul 21, 2026
Commonwealth Retirement Investments LLC History No change 73,637 5,008 1.36% 1.36% 400 0 0.0% Q2 2026 Aug 03, 2026
Avior Wealth Management, LLC History No change 73,100 4,971 0.13% 0.13% 401 0 0.0% Q2 2026 Jul 07, 2026
BLALOCK WILLIAMS, LLC History No change 71,058 4,832 3.13% 3.13% 402 0 0.0% Q2 2026 Aug 07, 2026
Clear Creek Financial Management, LLC History No change 71,014 4,829 0.31% 0.31% 403 0 0.0% Q2 2026 Jul 27, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 70,076 4,765 1.41% 1.41% 404 0 0.0% Q2 2026 Jul 31, 2026
ZENITH SOLUTIONS, INC. History No change 69,864 4,751 4.31% 4.31% 405 0 0.0% Q2 2026 Aug 03, 2026
Venturi Wealth Management, LLC History No change 68,920 4,687 0.18% 0.18% 406 0 0.0% Q2 2026 Jul 20, 2026
Legacy Advisory Services, LLC History No change 68,828 4,680 3.29% 3.29% 407 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Advisor Solutions, LLC History No change 68,728 4,674 0.04% 0.04% 408 0 0.0% Q2 2026 Aug 06, 2026
LifePlan Investment Advisors, Inc. History No change 67,964 4,622 1.59% 1.59% 409 0 0.0% Q2 2026 Aug 11, 2026
BlackDiamond Wealth Management, LLC History No change 65,235 4,563 1.83% 1.83% 410 0 0.0% Q2 2026 Aug 11, 2026
SMART Wealth LLC History No change 66,537 4,525 0.98% 0.98% 411 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 65,491 4,454 0.04% 0.04% 412 0 0.0% Q2 2026 Jul 27, 2026
Concorde Asset Management, LLC History No change 64,908 4,414 2.55% 2.55% 413 0 0.0% Q2 2026 Aug 18, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 63,748 4,335 0.17% 0.17% 414 0 0.0% Q2 2026 Jul 22, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 62,723 4,265 0.03% 0.03% 415 0 0.0% Q2 2026 Sep 23, 2026
B. Riley Wealth Advisors, Inc. History No change 62,211 4,195 0.22% 0.22% 416 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 62,077 4,186 0.14% 0.14% 417 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 61,184 4,161 0.81% 0.81% 418 0 0.0% Q2 2026 Jul 22, 2026
WealthTrak Capital Management LLC History No change 60,983 4,147 2.73% 2.73% 419 0 0.0% Q2 2026 Aug 04, 2026
BCU Wealth Advisors, LLC History No change 59,925 4,075 1.35% 1.35% 420 0 0.0% Q2 2026 Jul 14, 2026
Connecticut Capital Management Group, LLC History No change 59,199 4,026 3.24% 3.24% 421 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 57,882 4,008 1.08% 0.98% 422 +2,785 5.05% Q3 2026 Oct 02, 2026
Rollins Financial Advisors, LLC History No change 58,640 3,988 0.53% 0.53% 423 0 0.0% Q2 2026 Aug 04, 2026
Nuveen, LLC History No change 58,572 3,983 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
WNY Asset Management, LLC History No change 58,282 3,963 0.35% 0.35% 425 0 0.0% Q2 2026 Aug 17, 2026
WEDBUSH SECURITIES INC History No change 57,667 3,922 0.1% 0.1% 426 0 0.0% Q2 2026 Jul 28, 2026
Betterment LLC History No change 56,714 3,857 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 55,952 3,805 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 14, 2026
WealthPLAN Partners, LLC History No change 55,539 3,777 0.72% 0.72% 429 0 0.0% Q2 2026 Jul 28, 2026
Houlihan Financial Resource Group, Ltd. History No change 55,450 3,771 1.34% 1.34% 430 0 0.0% Q2 2026 Aug 10, 2026
OMNI 360 Wealth, Inc. History No change 55,004 3,740 1.73% 1.73% 431 0 0.0% Q2 2026 Jul 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 54,588 3,712 0.36% 0.36% 432 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 54,406 3,672 0.01% 0.01% 433 0 0.0% Q2 2026 Jul 27, 2026
HSBC HOLDINGS PLC History No change 53,648 3,648 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 61,864 3,599 0.15% 0.15% 435 0 0.0% Q2 2026 Jul 09, 2026
FSA WEALTH PARTNERS, INC. History No change 52,287 3,556 0.89% 0.89% 436 0 0.0% Q2 2026 Aug 03, 2026
Brookwood Investment Group LLC History No change 52,186 3,549 0.4% 0.4% 437 0 0.0% Q2 2026 Jul 23, 2026
Vantage Point Financial LLC History No change 52,066 3,540 1.08% 1.08% 438 0 0.0% Q2 2026 Aug 14, 2026
TABLEAUX LLC History No change 52,057 3,540 1.49% 1.49% 439 0 0.0% Q2 2026 Aug 07, 2026
United Advisor Group, LLC History No change 51,680 3,514 0.37% 0.37% 440 0 0.0% Q2 2026 Jul 29, 2026
PACIFIC FINANCIAL GROUP INC History No change 51,479 3,501 1.68% 1.68% 441 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 49,693 3,379 0.09% 0.09% 442 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 49,488 3,366 0.13% 0.13% 443 0 0.0% Q2 2026 Aug 17, 2026
J.M. Arbour, LLC History No change 49,428 3,361 2.9% 2.9% 444 0 0.0% Q2 2026 Aug 14, 2026
ARWA LLC History No change 49,840 3,361 1.39% 1.39% 445 0 0.0% Q2 2026 Jul 24, 2026
EFG International AG History No change 49,053 3,336 0.06% 0.06% 446 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Wealth Partners LLC History No change 48,163 3,275 1.97% 1.97% 447 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 48,014 3,265 1.82% 1.82% 448 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 47,723 3,245 0.1% 0.1% 449 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 47,208 3,210 0.26% 0.26% 450 0 0.0% Q2 2026 Jul 28, 2026
D. E. Shaw & Co., Inc. History No change 47,183 3,208 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 46,642 3,172 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 17, 2026
Interchange Capital Partners, LLC History No change 46,490 3,161 0.59% 0.59% 453 0 0.0% Q2 2026 Jul 20, 2026
Two West Capital Advisors LLC History No change 47,252 3,161 1.57% 1.57% 454 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 46,133 3,137 0.07% 0.07% 455 0 0.0% Q2 2026 Aug 03, 2026
EP Wealth Advisors, LLC History No change 45,914 3,122 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 11, 2026
Yukon Wealth Management, Inc. History No change 45,835 3,117 0.89% 0.89% 457 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 45,820 3,116 0.06% 0.06% 458 0 0.0% Q2 2026 Jul 14, 2026
Magnolia Private Wealth, LLC History No change 45,376 3,086 1.69% 1.69% 459 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 44,848 3,050 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 12, 2026
Merkkuri Wealth Advisors LLC History No change 44,521 3,027 1.88% 1.88% 461 0 0.0% Q2 2026 Jul 27, 2026
SUTTON PLACE INVESTORS LLC History No change 44,451 3,023 1.46% 1.46% 462 0 0.0% Q2 2026 Aug 06, 2026
W ADVISORS, LLC History No change 44,243 3,008 1.37% 1.37% 463 0 0.0% Q2 2026 Jul 31, 2026
PUREfi Wealth, LLC History No change 44,238 3,008 1.65% 1.65% 464 0 0.0% Q2 2026 Jul 27, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 43,406 3,006 0.19% 0.18% 465 +3,873 9.8% Q3 2026 Oct 08, 2026
VISIONARY HORIZONS, LLC History No change 44,181 3,004 1.26% 1.26% 466 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Management, Inc. History No change 42,885 2,916 0.89% 0.89% 467 0 0.0% Q2 2026 Jul 15, 2026
Quotient Wealth Partners, LLC History No change 42,451 2,887 0.07% 0.07% 468 0 0.0% Q2 2026 Aug 03, 2026
RCW Management, LLC History No change 41,686 2,835 2.54% 2.54% 469 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Reduced 40,825 2,827 0.08% 0.16% 470 -43,978 -51.86% Q3 2026 Oct 08, 2026
LaSalle St. Investment Advisors, LLC History No change 41,572 2,827 0.35% 0.35% 471 0 0.0% Q2 2026 Aug 11, 2026
Capital Squared Financial LLC History No change 41,385 2,814 1.84% 1.84% 472 0 0.0% Q2 2026 Jul 21, 2026
Forum Finance Group S.A. History No change 51,103 2,809 1.01% 1.01% 473 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 41,113 2,796 0.14% 0.14% 474 0 0.0% Q2 2026 Jul 10, 2026
Cassilly Financial Group LLC History Added to 40,184 2,783 1.87% 1.94% 475 +861 2.19% Q3 2026 Oct 07, 2026
REGIMEN WEALTH, LLC History No change 40,633 2,771 0.75% 0.75% 476 0 0.0% Q2 2026 Aug 05, 2026
FWG Investments, LLC. History No change 40,440 2,750 1.45% 1.45% 477 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA INVESTMENTS, LP History No change 40,300 2,740 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
Rose Capital Advisors LLC History No change 40,205 2,734 1.37% 1.37% 479 0 0.0% Q2 2026 Aug 07, 2026
Horizon Wealth Management, LLC History No change 39,757 2,703 0.34% 0.34% 480 0 0.0% Q2 2026 Aug 06, 2026
Alta Wealth Advisors LLC History No change 39,708 2,700 0.73% 0.73% 481 0 0.0% Q2 2026 Jul 30, 2026
GatePass Capital, LLC History No change 39,707 2,700 1.02% 1.02% 482 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 39,386 2,678 0.06% 0.06% 483 0 0.0% Q2 2026 Jul 17, 2026
Accelerate Investment Advisors LLC History No change 39,287 2,671 1.53% 1.53% 484 0 0.0% Q2 2026 Aug 12, 2026
Weaver Consulting Group History Added to 38,287 2,651 0.52% 0.4% 485 +9,322 32.18% Q3 2026 Oct 07, 2026
VICUS CAPITAL History No change 38,956 2,649 0.17% 0.17% 486 0 0.0% Q2 2026 Aug 05, 2026
Vantus Wealth LLC History No change 38,959 2,649 1.42% 1.42% 487 0 0.0% Q2 2026 Aug 07, 2026
Arcadia Wealth Management, LLC History No change 38,486 2,617 0.82% 0.82% 488 0 0.0% Q2 2026 Jul 20, 2026
Kastel Capital Advisors, LLC History No change 44,692 2,600 1.64% 1.64% 489 0 0.0% Q2 2026 Jul 09, 2026
MKT Advisors LLC History No change 38,610 2,597 0.81% 0.81% 490 0 0.0% Q2 2026 Jul 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 37,585 2,556 0.52% 0.52% 491 0 0.0% Q2 2026 Jul 17, 2026
First Citizens Financial Corp History Reduced 36,858 2,552 1.07% 1.07% 492 -867 -2.3% Q3 2026 Oct 02, 2026
M Holdings Securities, Inc. History No change 37,800 2,538 0.35% 0.35% 493 0 0.0% Q2 2026 Aug 11, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 36,878 2,508 1.44% 1.44% 494 0 0.0% Q2 2026 Jul 15, 2026
Beacon Financial Advisory LLC History No change 36,854 2,506 0.49% 0.49% 495 0 0.0% Q2 2026 Aug 05, 2026
Semus Wealth Partners LLC History No change 36,828 2,504 1.21% 1.21% 496 0 0.0% Q2 2026 Aug 10, 2026
Advisory Solutions Group, LLC History No change 36,714 2,496 0.85% 0.85% 497 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 36,428 2,477 0.13% 0.13% 498 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Management History No change 36,281 2,467 2.61% 2.61% 499 0 0.0% Q2 2026 Aug 10, 2026
Latitude Advisors, LLC History No change 36,067 2,452 0.98% 0.98% 500 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 35,960 2,445 0.21% 0.21% 501 0 0.0% Q2 2026 Aug 14, 2026
NORTHLAND SECURITIES, INC. History No change 35,659 2,425 1.41% 1.41% 502 0 0.0% Q2 2026 Aug 04, 2026
Raleigh Capital Management Inc. History No change 35,637 2,423 0.77% 0.77% 503 0 0.0% Q2 2026 Jul 21, 2026
Sovereign Financial Group, Inc. History No change 35,239 2,396 0.37% 0.37% 504 0 0.0% Q2 2026 Jul 24, 2026
Gilliland Jeter Wealth Management LLC History No change 34,822 2,368 0.62% 0.62% 505 0 0.0% Q2 2026 Jul 29, 2026
Kentucky Trust Co History No change 34,591 2,352 1.13% 1.13% 506 0 0.0% Q2 2026 Jul 10, 2026
Fairvoy Private Wealth, LLC History No change 34,516 2,347 0.47% 0.47% 507 0 0.0% Q2 2026 Jul 17, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 34,500 2,346 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 34,368 2,336 0.16% 0.16% 509 0 0.0% Q2 2026 Aug 13, 2026
Harborfront Financial Group LLC History No change 33,929 2,307 8.7% 8.7% 510 0 0.0% Q2 2026 Aug 07, 2026
SMITH, MOORE & CO. History No change 33,697 2,291 0.15% 0.15% 511 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 33,361 2,268 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 32,218 2,191 0.15% 0.15% 513 0 0.0% Q2 2026 Aug 04, 2026
Lantern Wealth Advisors, LLC History No change 31,759 2,159 0.99% 0.99% 514 0 0.0% Q2 2026 Jul 28, 2026
Asempa Wealth Advisors History Added to 31,044 2,157 1.65% 1.5% 515 +1,487 5.03% Q3 2026 Oct 07, 2026
Robertson Stephens Wealth Management, LLC History No change 31,299 2,128 0.05% 0.05% 516 0 0.0% Q2 2026 Jul 29, 2026
Aspire Private Capital, LLC History No change 31,194 2,121 0.44% 0.44% 517 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 30,763 2,092 0.04% 0.04% 518 0 0.0% Q2 2026 Jul 09, 2026
Vision Retirement, LLC History No change 30,709 2,088 0.5% 0.5% 519 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 30,279 2,059 0.8% 0.8% 520 0 0.0% Q2 2026 Aug 07, 2026
Onyx Bridge Wealth Group LLC History No change 29,919 2,034 0.18% 0.18% 521 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 29,689 2,019 0.1% 0.1% 522 0 0.0% Q2 2026 Jul 23, 2026
Goldstein Advisors, LLC History No change 28,986 1,971 0.18% 0.18% 523 0 0.0% Q2 2026 Jul 20, 2026
Lifeworks Advisors, LLC History No change 28,748 1,955 0.2% 0.2% 524 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 28,756 1,955 0.08% 0.08% 525 0 0.0% Q2 2026 Jul 23, 2026
RDA Financial Network History No change 28,452 1,935 0.42% 0.42% 526 0 0.0% Q2 2026 Jul 06, 2026
Maridea Wealth Management LLC History No change 27,918 1,898 0.21% 0.21% 527 0 0.0% Q2 2026 Aug 06, 2026
Signature Wealth Management Partners, LLC History No change 27,822 1,892 0.88% 0.88% 528 0 0.0% Q2 2026 Jul 29, 2026
Ballast Rock Private Wealth LLC History No change 27,742 1,886 0.87% 0.87% 529 0 0.0% Q2 2026 Aug 10, 2026
Imprint Wealth LLC History No change 27,725 1,885 7.65% 7.65% 530 0 0.0% Q2 2026 Aug 14, 2026
Indie Asset Partners, LLC History No change 27,223 1,851 1.77% 1.77% 531 0 0.0% Q2 2026 Aug 07, 2026
Traveka Wealth, LLC History No change 27,069 1,840 0.61% 0.61% 532 0 0.0% Q2 2026 Jul 21, 2026
John W. Brooker & Co., CPAs History No change 26,955 1,833 2.21% 2.21% 533 0 0.0% Q2 2026 Jul 20, 2026
NWF Advisory Services Inc. History No change 26,594 1,808 0.17% 0.17% 534 0 0.0% Q2 2026 Jul 29, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 26,511 1,803 0.64% 0.64% 535 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 26,476 1,800 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 13, 2026
Avantra Family Wealth, Inc. History No change 26,192 1,781 1.14% 1.14% 537 0 0.0% Q2 2026 Jul 29, 2026
Resurgent Financial Advisors LLC History No change 26,198 1,781 0.5% 0.5% 538 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 24,903 1,693 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 13, 2026
Retirement Planning Group, LLC History No change 24,862 1,690 0.04% 0.04% 540 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 24,573 1,671 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 18, 2026
MSH Capital Advisors LLC History No change 24,510 1,666 0.29% 0.29% 542 0 0.0% Q2 2026 Aug 10, 2026
BigSur Wealth Management LLC History No change 24,173 1,644 0.4% 0.4% 543 0 0.0% Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History No change 24,163 1,643 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 12, 2026
Lionsbridge Wealth Management LLC History No change 24,083 1,637 1.61% 1.61% 545 0 0.0% Q2 2026 Aug 05, 2026
COZAD ASSET MANAGEMENT INC History No change 23,799 1,618 0.1% 0.1% 546 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 23,426 1,593 0.19% 0.19% 547 0 0.0% Q2 2026 Jul 22, 2026
Key Capital Management, INC History No change 23,300 1,584 0.82% 0.82% 548 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 23,268 1,582 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 23,186 1,576 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History No change 23,149 1,574 0.05% 0.05% 551 0 0.0% Q2 2026 Jul 24, 2026
ADIRONDACK TRUST CO History No change 22,896 1,557 0.46% 0.46% 552 0 0.0% Q2 2026 Jul 16, 2026
Ausdal Financial Partners, Inc. History No change 22,813 1,551 0.06% 0.06% 553 0 0.0% Q2 2026 Aug 14, 2026
Richmond Investment Services, LLC History No change 22,598 1,536 0.49% 0.49% 554 0 0.0% Q2 2026 Jul 27, 2026
XTX Topco Ltd History No change 22,553 1,533 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 14, 2026
Rubicon Advisors, GP History No change 22,406 1,523 1.11% 1.11% 556 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,315 1,517 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 13, 2026
Worth Financial Advisory Group, LLC History No change 22,282 1,515 0.63% 0.63% 558 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 21,655 1,472 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 27, 2026
D.A. DAVIDSON & CO. History No change 21,546 1,465 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 24, 2026
Legacy Wealth Partners, LLC History No change 21,159 1,439 0.32% 0.32% 561 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 20,994 1,427 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
Arete Wealth Advisors, LLC History No change 20,655 1,404 0.09% 0.09% 563 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 20,734 1,398 0.28% 0.28% 564 0 0.0% Q2 2026 Aug 06, 2026
Rede Wealth, LLC History No change 20,471 1,392 0.46% 0.46% 565 0 0.0% Q2 2026 Aug 03, 2026
Balance Wealth Partners LLC History No change 20,380 1,386 0.37% 0.37% 566 0 0.0% Q2 2026 Jul 21, 2026
Cape Investment Advisory, Inc. History No change 19,897 1,353 0.36% 0.36% 567 0 0.0% Q2 2026 Jul 23, 2026
MN Wealth Advisors, LLC History No change 19,897 1,353 0.58% 0.58% 568 0 0.0% Q2 2026 Jul 23, 2026
Cooper Financial Group History Reduced 19,427 1,345 0.11% 0.11% 569 -377 -1.9% Q3 2026 Oct 07, 2026
WORLD EQUITY GROUP, INC. History No change 19,545 1,329 0.3% 0.3% 570 0 0.0% Q2 2026 Jul 09, 2026
Per Stirling Capital Management, LLC. History No change 19,407 1,319 0.13% 0.13% 571 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 19,046 1,295 0.36% 0.36% 572 0 0.0% Q2 2026 Aug 03, 2026
FLP Wealth Management, LLC History No change 18,868 1,283 2.28% 2.28% 573 0 0.0% Q2 2026 Jul 28, 2026
PKS Advisory Services, LLC History No change 18,833 1,280 0.2% 0.2% 574 0 0.0% Q2 2026 Aug 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 18,805 1,278 0.19% 0.19% 575 0 0.0% Q2 2026 Jul 21, 2026
LexAurum Advisors, LLC History No change 18,566 1,262 0.15% 0.15% 576 0 0.0% Q2 2026 Jul 15, 2026
Strategic Financial Concepts, LLC History No change 18,339 1,247 0.37% 0.37% 577 0 0.0% Q2 2026 Jul 27, 2026
Roxbury Financial LLC History Added to 17,979 1,245 0.96% 0.87% 578 +1,784 11.02% Q3 2026 Oct 01, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 18,016 1,225 0.25% 0.25% 579 0 0.0% Q2 2026 Jul 17, 2026
ASL Financial, LLC History No change 17,922 1,218 0.86% 0.86% 580 0 0.0% Q2 2026 Jul 21, 2026
Flagship Private Wealth, LLC History No change 17,771 1,208 0.43% 0.43% 581 0 0.0% Q2 2026 Aug 04, 2026
BAM Wealth Management, LLC History No change 17,519 1,191 0.75% 0.75% 582 0 0.0% Q2 2026 Jul 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 17,507 1,190 0.19% 0.19% 583 0 0.0% Q2 2026 Jul 24, 2026
Castleview Partners, LLC History Added to 17,172 1,189 0.52% 0.37% 584 +4,726 37.97% Q3 2026 Oct 09, 2026
RCS Financial Planning, LLC History No change 17,362 1,180 0.56% 0.56% 585 0 0.0% Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 17,115 1,163 0.05% 0.05% 586 0 0.0% Q2 2026 Jul 27, 2026
Parkway Wealth Management Group, LLC History No change 16,825 1,144 0.13% 0.13% 587 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 16,802 1,142 0.07% 0.07% 588 0 0.0% Q2 2026 Aug 12, 2026
GWN SECURITIES INC. History No change 16,659 1,132 0.19% 0.19% 589 0 0.0% Q2 2026 Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 16,570 1,126 0.21% 0.21% 590 0 0.0% Q2 2026 Aug 06, 2026
Kestra Investment Management, LLC History No change 16,480 1,120 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 16,388 1,114 0.05% 0.05% 592 0 0.0% Q2 2026 Jul 24, 2026
Gallagher Fiduciary Advisors, LLC History No change 16,335 1,110 0.04% 0.04% 593 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management, Inc. History No change 16,326 1,110 0.72% 0.72% 594 0 0.0% Q2 2026 Jul 16, 2026
Sound Income Strategies, LLC History Reduced 15,667 1,098 0.05% 0.09% 595 -13,722 -46.69% Q3 2026 Oct 09, 2026
StoneX Group Inc. History No change 16,125 1,096 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 12, 2026
Oregon Pacific Wealth Management, LLC History No change 16,123 1,096 1.03% 1.03% 597 0 0.0% Q2 2026 Jul 22, 2026
MISSION WEALTH MANAGEMENT, LP History No change 15,840 1,077 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 20, 2026
Vident Advisory, LLC History No change 15,682 1,066 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 12, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 15,663 1,065 0.29% 0.29% 600 0 0.0% Q2 2026 Jul 09, 2026
LANE BROTHERS & CO INC History No change 15,623 1,062 0.69% 0.69% 601 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 14,945 1,016 0.05% 0.05% 602 0 0.0% Q2 2026 Jul 23, 2026
Americana Partners, LLC History No change 14,572 991 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 05, 2026
Blue Capital, Inc. History No change 14,515 987 0.63% 0.63% 604 0 0.0% Q2 2026 Aug 11, 2026
Cadia Private Client LLC History No change 14,524 987 0.71% 0.71% 605 0 0.0% Q2 2026 Aug 11, 2026
Vavra Capital Management, LLC History No change 14,499 986 0.86% 0.86% 606 0 0.0% Q2 2026 Jul 23, 2026
HAZLETT, BURT & WATSON, INC. History No change 14,201 969 0.26% 0.26% 607 0 0.0% Q2 2026 Jul 30, 2026
Quartz Partners, LLC History No change 14,236 968 0.32% 0.32% 608 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 14,208 966 0.06% 0.06% 609 0 0.0% Q2 2026 Aug 07, 2026
Bison Wealth, LLC History No change 14,257 965 0.09% 0.09% 610 0 0.0% Q2 2026 Jul 07, 2026
Rossby Financial, LCC History No change 14,109 959 0.18% 0.18% 611 0 0.0% Q2 2026 Aug 04, 2026
Riverbend Wealth Management, LLC History No change 13,945 948 0.48% 0.48% 612 0 0.0% Q2 2026 Jul 22, 2026
Vermillion Wealth Management, Inc. History No change 13,820 939 0.22% 0.22% 613 0 0.0% Q2 2026 Jul 15, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 13,808 939 1.44% 1.44% 614 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Wealth, LLC History No change 13,513 919 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 10, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 13,510 918 0.38% 0.38% 616 0 0.0% Q2 2026 Jul 24, 2026
Fulcrum Equity Management History No change 13,456 915 0.67% 0.67% 617 0 0.0% Q2 2026 Jul 09, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 13,419 912 0.54% 0.54% 618 0 0.0% Q2 2026 Jul 21, 2026
SEEDS INVESTOR LLC History No change 13,232 899 0.09% 0.09% 619 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 13,137 893 0.21% 0.21% 620 0 0.0% Q2 2026 Jul 22, 2026
Crusonia Wealth Advisors LLC History No change 12,897 877 0.14% 0.14% 621 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 12,885 876 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 12,712 864 0.07% 0.07% 623 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 12,712 864 0.1% 0.1% 624 0 0.0% Q2 2026 Aug 14, 2026
VestGen Investment Management History No change 12,386 842 0.45% 0.45% 625 0 0.0% Q2 2026 Jul 31, 2026
Arvest Bank Trust Division History No change 12,377 841 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 13, 2026
Spinnaker Investment Group, LLC History No change 12,378 841 0.13% 0.13% 627 0 0.0% Q2 2026 Jul 10, 2026
Ground Swell Capital, LLC History No change 12,219 831 0.9% 0.9% 628 0 0.0% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History No change 12,109 823 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 13, 2026
Fiscal Wisdom Wealth Management, LLC History No change 12,001 816 0.69% 0.69% 630 0 0.0% Q2 2026 Jul 21, 2026
Accurate Wealth Management, LLC History No change 11,762 801 0.08% 0.08% 631 0 0.0% Q2 2026 Jul 14, 2026
Advisor OS, LLC History No change 11,749 799 0.05% 0.05% 632 0 0.0% Q2 2026 Aug 05, 2026
Strathmore Capital Advisors, Inc. History No change 11,226 761 0.2% 0.2% 633 0 0.0% Q2 2026 Aug 10, 2026
Moors & Cabot, Inc. History No change 11,154 758 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 10, 2026
Goldstone Financial Group, LLC History No change 10,992 747 0.07% 0.07% 635 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Family Advisors, LLC History No change 10,810 735 0.31% 0.31% 636 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 10,784 733 0.54% 0.54% 637 0 0.0% Q2 2026 Jul 31, 2026
Almanack Investment Partners, LLC. History No change 10,541 716 0.09% 0.09% 638 0 0.0% Q2 2026 Jul 30, 2026
Midwest Financial Network, LLC History No change 10,525 715 0.49% 0.49% 639 0 0.0% Q2 2026 Jul 07, 2026
SageView Advisory Group, LLC History No change 10,488 713 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 10, 2026
TritonPoint Partners, LLC History No change 10,496 713 0.06% 0.06% 641 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 10,483 712 0.07% 0.07% 642 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 10,374 705 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 23, 2026
STRATEGY ASSET MANAGERS LLC History No change 10,245 696 0.1% 0.1% 644 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 10,221 695 0.16% 0.16% 645 0 0.0% Q2 2026 Aug 10, 2026
Legacy Edge Advisors, LLC History No change 10,207 694 0.06% 0.06% 646 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,966 672 0.04% 0.04% 647 0 0.0% Q2 2026 Jul 22, 2026
LongView Wealth Management History No change 9,878 671 0.17% 0.17% 648 0 0.0% Q2 2026 Jul 17, 2026
Elevation Wealth Management LLC History No change 9,874 671 0.5% 0.5% 649 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisors, Ltd. LLC History No change 9,813 667 0.07% 0.07% 650 0 0.0% Q2 2026 Jul 16, 2026
SeaCrest Wealth Management, LLC History No change 9,821 667 0.07% 0.07% 651 0 0.0% Q2 2026 Jul 09, 2026
Syntegra Private Wealth Group, LLC History No change 9,811 667 0.05% 0.05% 652 0 0.0% Q2 2026 Jul 15, 2026
TRB Wealth Management, LLC History No change 9,718 660 0.09% 0.09% 653 0 0.0% Q2 2026 Aug 11, 2026
Advisors Capital Management, LLC History No change 9,650 656 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 11, 2026
Madson Wealth Advisors Inc History No change 9,601 652 0.44% 0.44% 655 0 0.0% Q2 2026 Jul 21, 2026
Bank of Marin History No change 9,503 646 0.45% 0.45% 656 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 9,177 624 0.05% 0.05% 657 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 9,140 621 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
NOVUS ADVISORS, LLC History No change 8,842 601 1.25% 1.25% 659 0 0.0% Q2 2026 Jul 27, 2026
Sequent Planning LLC History No change 8,636 587 0.13% 0.13% 660 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 8,418 572 0.03% 0.03% 661 0 0.0% Q2 2026 Jul 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,344 567 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 8,270 562 0.03% 0.03% 663 0 0.0% Q2 2026 Aug 11, 2026
ENTREWEALTH, LLC History No change 8,070 561 0.21% 0.21% 664 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 8,193 557 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History No change 8,101 550 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 12, 2026
Atlas Brown,Inc. History Added to 7,814 541 0.14% 0.12% 667 +1,183 17.84% Q3 2026 Oct 09, 2026
Mosley Wealth Management History No change 7,894 536 0.17% 0.17% 668 0 0.0% Q2 2026 Jul 23, 2026
Orgel Wealth Management, LLC History No change 7,869 535 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 13, 2026
Stewardship Advisors, LLC History No change 7,666 521 0.11% 0.11% 670 0 0.0% Q2 2026 Jul 20, 2026
TFB Advisors LLC History No change 7,662 521 0.23% 0.23% 671 0 0.0% Q2 2026 Aug 06, 2026
COFG Advisors, LLC History No change 7,653 520 0.09% 0.09% 672 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History No change 7,640 519 0.2% 0.2% 673 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 7,640 519 0.2% 0.2% 674 0 0.0% Q2 2026 Jul 06, 2026
E&G Advisors, LLC History No change 7,528 511 0.1% 0.1% 675 0 0.0% Q2 2026 Jul 23, 2026
NCM Capital Management, LLC History No change 7,500 510 0.16% 0.16% 676 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 7,474 508 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 7,457 507 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 11, 2026
Centennial Advisors, LLC History No change 7,004 476 0.57% 0.57% 679 0 0.0% Q2 2026 Jul 27, 2026
Veracity Capital LLC History Reduced 6,779 469 0.13% 0.13% 680 -135 -1.95% Q3 2026 Oct 08, 2026
Capital Investment Advisory Services, LLC History No change 6,662 453 0.03% 0.03% 681 0 0.0% Q2 2026 Jul 23, 2026
Investment Partners Asset Management, Inc. History Added to 6,467 447 0.24% 0.22% 682 +565 9.57% Q3 2026 Oct 08, 2026
Squarepoint Ops LLC History No change 6,553 445 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 14, 2026
Prostatis Group LLC History No change 6,553 445 0.1% 0.1% 684 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 6,527 443 0.1% 0.1% 685 0 0.0% Q2 2026 Jul 31, 2026
AA Financial Advisors, LLC History No change 6,501 442 0.05% 0.05% 686 0 0.0% Q2 2026 Jul 17, 2026
Facet Wealth, Inc. History No change 6,401 435 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 27, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 6,275 426 0.2% 0.2% 688 0 0.0% Q2 2026 Aug 13, 2026
Brand Asset Management Group, Inc. History No change 6,274 426 0.09% 0.09% 689 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Advisory Group LLC History No change 6,239 424 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 17, 2026
FIRST TRUST ADVISORS LP History No change 6,198 421 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 11, 2026
Adelphi Trust Co History No change 6,091 421 0.28% 0.27% 692 0 0.0% Q3 2026 Oct 05, 2026
Wells Financial Advisors INC History No change 6,163 419 3.89% 3.89% 693 0 0.0% Q2 2026 Jul 23, 2026
KPP Advisory Services LLC History No change 6,171 419 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 24, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,065 412 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 27, 2026
SIMON QUICK ADVISORS, LLC History No change 5,953 404 0.02% 0.02% 696 0 0.0% Q2 2026 Jul 28, 2026
KELLY FINANCIAL GROUP LLC History No change 5,865 398 0.09% 0.09% 697 0 0.0% Q2 2026 Jul 14, 2026
RHS Financial, LLC History No change 5,772 392 0.16% 0.16% 698 0 0.0% Q2 2026 Aug 07, 2026
Bryant Woods Investment Advisors, LLC History No change 5,775 392 0.11% 0.11% 699 0 0.0% Q2 2026 Jul 22, 2026
Mainstream Capital Management LLC History No change 5,768 392 0.24% 0.24% 700 0 0.0% Q2 2026 Jul 15, 2026
Team Financial Group, LLC History No change 5,762 391 0.17% 0.17% 701 0 0.0% Q2 2026 Jul 10, 2026
Kingdom Financial Group LLC. History No change 5,747 390 0.1% 0.1% 702 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 5,731 389 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 10, 2026
Objective Capital Management, LLC History No change 5,710 388 0.34% 0.34% 704 0 0.0% Q2 2026 Jul 20, 2026
Capital Advisor Network LLC History No change 5,718 388 0.49% 0.49% 705 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 5,685 386 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 06, 2026
Van Diest Capital, LLC History No change 5,593 380 0.34% 0.34% 707 0 0.0% Q2 2026 Aug 04, 2026
Professional Financial Advisors, LLC History No change 5,523 375 0.06% 0.06% 708 0 0.0% Q2 2026 Jul 09, 2026
Clark Capital Management Group, Inc. History No change 5,469 371 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 11, 2026
Kraft, Davis & Associates, LLC History No change 5,531 370 0.08% 0.08% 710 0 0.0% Q2 2026 Jul 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,444 370 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 14, 2026
Global Financial Private Client, LLC History No change 5,313 361 0.1% 0.1% 712 0 0.0% Q2 2026 Jul 20, 2026
Fortis Advisors, LLC History No change 5,293 360 0.17% 0.17% 713 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,285 359 0.04% 0.04% 714 0 0.0% Q2 2026 Aug 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,231 355 0.02% 0.02% 715 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 5,197 353 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
COWA, LLC History No change 5,172 351 0.09% 0.09% 717 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 5,155 350 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 11, 2026
FSA Advisors, Inc. History No change 4,923 334 0.15% 0.15% 719 0 0.0% Q2 2026 Aug 17, 2026
SENTINEL PENSION ADVISORS, LLC History No change 4,975 333 0.04% 0.04% 720 0 0.0% Q2 2026 Jul 23, 2026
Tailwinds Wealth, LLC History No change 4,897 333 0.2% 0.2% 721 0 0.0% Q2 2026 Jul 13, 2026
Proactive Wealth Strategies LLC History No change 4,781 325 0.05% 0.05% 722 0 0.0% Q2 2026 Aug 10, 2026
Midwest Heritage Bank, FSB History No change 4,745 322 0.09% 0.09% 723 0 0.0% Q2 2026 Jul 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4,709 320 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 31, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 4,660 316 0.2% 0.2% 725 0 0.0% Q2 2026 Jul 28, 2026
Octavia Wealth Advisors, LLC History No change 4,645 315 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 14, 2026
Fiduciary Alliance LLC History No change 4,629 314 0.02% 0.02% 727 0 0.0% Q2 2026 Jul 20, 2026
PSI Advisors, LLC History No change 4,610 313 0.07% 0.07% 728 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 4,568 310 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 22, 2026
Allegiance Financial Group Advisory Services LLC History No change 4,416 300 0.05% 0.05% 730 0 0.0% Q2 2026 Jul 27, 2026
Oak Barrel Wealth Advisory LLC History No change 4,415 300 0.13% 0.13% 731 0 0.0% Q2 2026 Aug 07, 2026
MONECO ADVISORS, LLC History No change 4,398 299 0.02% 0.02% 732 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 4,394 298 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 14, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 4,314 293 0.03% 0.03% 734 0 0.0% Q2 2026 Jul 29, 2026
Western Financial Corp/CA History No change 4,277 290 0.08% 0.08% 735 0 0.0% Q2 2026 Jul 22, 2026
Goelzer Investment Management, Inc. History No change 4,232 287 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 14, 2026
Plan Group Financial, LLC History No change 4,203 285 0.06% 0.06% 737 0 0.0% Q2 2026 Aug 03, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,180 284 0.07% 0.07% 738 0 0.0% Q2 2026 Aug 27, 2026
BDFS Capital LLC History No change 4,134 281 0.12% 0.12% 739 0 0.0% Q2 2026 Jul 15, 2026
J HAGAN CAPITAL, INC. History No change 3,968 269 0.12% 0.12% 740 0 0.0% Q2 2026 Aug 14, 2026
Bridgewealth Advisory Group, LLC History No change 3,955 268 0.05% 0.05% 741 0 0.0% Q2 2026 Jul 27, 2026
URS Advisory LLC History No change 3,948 268 0.15% 0.15% 742 0 0.0% Q2 2026 Jul 27, 2026
Walkner Condon Financial Advisors LLC History No change 3,930 267 0.03% 0.03% 743 0 0.0% Q2 2026 Jul 27, 2026
Aventura Private Wealth, LLC History No change 3,928 267 0.08% 0.08% 744 0 0.0% Q2 2026 Jul 15, 2026
BOKF, NA History No change 3,877 263 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 10, 2026
Procyon Advisors, LLC History No change 3,810 259 0.01% 0.01% 746 0 0.0% Q2 2026 Jul 09, 2026
Westover Capital Advisors, LLC History No change 3,698 251 0.04% 0.04% 747 0 0.0% Q2 2026 Aug 04, 2026
MBL Wealth, LLC History No change 3,700 251 0.02% 0.02% 748 0 0.0% Q2 2026 Jul 15, 2026
Stanich Group LLC History No change 3,697 251 0.16% 0.16% 749 0 0.0% Q2 2026 Jul 16, 2026
Empower Advisory Group, LLC History No change 3,675 249 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Planning, Inc. History Reduced 3,588 248 0.06% 0.06% 751 -189 -5.0% Q3 2026 Oct 08, 2026
AdvisorNet Financial, Inc History No change 3,603 245 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Financial Group, LLC/CA History No change 3,601 244 0.03% 0.03% 753 0 0.0% Q2 2026 Aug 13, 2026
Wellment Financial History No change 3,587 243 0.28% 0.28% 754 0 0.0% Q2 2026 Jul 23, 2026
Luminvest Wealth Management LLC History No change 3,550 241 0.06% 0.06% 755 0 0.0% Q2 2026 Jul 29, 2026
Essex Financial Services, Inc. History No change 3,537 240 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 10, 2026
CV Advisors LLC History No change 3,535 240 0.04% 0.04% 757 0 0.0% Q2 2026 Jul 21, 2026
Trail Ridge Investment Advisors, LLC History No change 3,513 238 0.1% 0.1% 758 0 0.0% Q2 2026 Aug 13, 2026
Opal Wealth Advisors, LLC History No change 3,486 237 0.05% 0.05% 759 0 0.0% Q2 2026 Jul 20, 2026
Galvin, Gaustad & Stein, LLC History Added to 3,418 236 0.02% 0.02% 760 +210 6.55% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History No change 3,461 235 0.0% 0.0% 761 0 0.0% Q2 2026 Jul 23, 2026
Merited Wealth, LLC History No change 3,437 233 0.16% 0.16% 762 0 0.0% Q2 2026 Aug 14, 2026
Redwood Financial Network Corp History No change 3,389 230 0.13% 0.13% 763 0 0.0% Q2 2026 Aug 07, 2026
Financial Partners Group, Inc History No change 3,327 226 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,301 224 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 10, 2026
Pines Wealth Management, LLC History No change 3,303 224 0.06% 0.06% 766 0 0.0% Q2 2026 Jul 22, 2026
REAP Financial Group, LLC History No change 3,265 222 0.04% 0.04% 767 0 0.0% Q2 2026 Aug 04, 2026
Freedom Investment Management, Inc. History No change 3,256 221 0.06% 0.06% 768 0 0.0% Q2 2026 Aug 10, 2026
180 WEALTH ADVISORS, LLC History No change 3,223 219 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 07, 2026
Investment Research Partners LLC History No change 3,231 219 0.07% 0.07% 770 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 3,231 219 0.17% 0.17% 771 0 0.0% Q2 2026 Jul 31, 2026
TrueWealth Advisors, LLC History Reduced 3,140 217 0.05% 0.06% 772 -629 -16.69% Q3 2026 Oct 08, 2026
Newport Capital Group, LLC History No change 3,181 216 0.12% 0.12% 773 0 0.0% Q2 2026 Jul 21, 2026
Fermata Advisors, LLC History No change 3,169 215 0.04% 0.04% 774 0 0.0% Q2 2026 Jul 07, 2026
Waterfront Wealth Inc. History No change 3,120 212 0.03% 0.03% 775 0 0.0% Q2 2026 Jul 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,112 211 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History No change 3,078 209 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 3,069 208 0.06% 0.06% 778 0 0.0% Q2 2026 Aug 13, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 3,062 208 0.59% 0.59% 779 0 0.0% Q2 2026 Jul 30, 2026
LifeSteps Financial, Inc. History No change 3,052 207 0.1% 0.1% 780 0 0.0% Q2 2026 Jul 17, 2026
Next Level Private LLC History No change 3,013 204 0.04% 0.04% 781 0 0.0% Q2 2026 Jul 09, 2026
Crewe Advisors LLC History No change 2,988 203 0.01% 0.01% 782 0 0.0% Q2 2026 Jul 23, 2026
B&D White Capital Company, LLC History No change 2,956 201 0.02% 0.02% 783 0 0.0% Q2 2026 Jul 31, 2026
Quest 10 Wealth Builders, Inc. History No change 2,803 190 0.15% 0.15% 784 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 2,604 180 0.12% 0.07% 785 +1,150 79.09% Q3 2026 Oct 09, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,513 170 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 2,484 168 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 2,459 167 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History No change 2,421 164 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 13, 2026
Clark Wealth Partners History No change 2,272 154 0.09% 0.09% 790 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,175 147 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History No change 2,088 142 0.01% 0.01% 792 0 0.0% Q2 2026 Jul 21, 2026
WELLINGTON-ALTUS USA INC. History No change 2,450 142 0.1% 0.1% 793 0 0.0% Q2 2026 Sep 17, 2026
Tower Research Capital LLC (TRC) History No change 1,649 112 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 1,655 112 0.01% 0.01% 795 0 0.0% Q2 2026 Jul 08, 2026
Godfrey Financial Associates, Inc. History No change 1,631 110 0.08% 0.08% 796 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 1,525 104 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 1,504 102 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,496 100 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 1,425 96 0.05% 0.05% 800 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 1,365 92 0.04% 0.04% 801 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 1,327 90 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 06, 2026
Advocate Investing Services LLC History No change 1,335 90 0.07% 0.07% 803 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 1,286 87 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 14, 2026
Collier Financial History No change 1,271 86 0.06% 0.06% 805 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History No change 1,157 78 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History No change 1,105 76 0.01% 0.01% 807 0 0.0% Q3 2026 Oct 05, 2026
Harbor Asset Planning, Inc. History No change 1,120 76 0.06% 0.06% 808 0 0.0% Q2 2026 Jul 22, 2026
Tidemark, LLC History No change 1,108 75 0.02% 0.02% 809 0 0.0% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History No change 1,102 74 0.03% 0.03% 810 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 1,052 71 0.0% 0.0% 811 0 0.0% Q2 2026 Jul 31, 2026
StrongBox Wealth, LLC History No change 1,000 68 0.02% 0.02% 812 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 1,005 68 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 10, 2026
Cordant, Inc. History No change 956 65 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 14, 2026
Decker Retirement Planning Inc. History No change 956 65 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 16, 2026
GK Wealth Management LLC History New 928 64 0.04% — 818 +928 New Q3 2026 Oct 09, 2026
NFSG Corp History No change 950 64 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 963 64 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 10, 2026
Montgomery Financial Services LLC History No change 933 63 0.05% 0.05% 819 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 922 62 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 13, 2026
Bank & Trust Co History No change 906 62 0.04% 0.04% 821 0 0.0% Q3 2026 Oct 07, 2026
Westside Investment Management, Inc. History No change 781 53 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 27, 2026
JNBA Financial Advisors History No change 765 52 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 23, 2026
Indiana Trust & Investment Management Co History No change 755 51 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 22, 2026
Strive Financial Group ,LLC History No change 690 46 0.02% 0.02% 825 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 624 42 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History No change 600 40 0.02% 0.02% 827 0 0.0% Q2 2026 Aug 05, 2026
NBH Bank History No change 578 39 0.02% 0.02% 828 0 0.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History No change 560 38 0.02% 0.02% 829 0 0.0% Q2 2026 Aug 10, 2026
WEBSTER BANK, N. A. History No change 510 34 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 20, 2026
Benson Wealth Management INC History No change 489 33 0.03% 0.03% 831 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 477 32 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 456 30 0.0% 0.0% 833 0 0.0% Q2 2026 Jul 30, 2026
Nemes Rush Group LLC History No change 444 30 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 14, 2026
NorthAvenue LLC History No change 456 30 0.02% 0.02% 835 0 0.0% Q2 2026 Jul 21, 2026
Signature Resources Capital Management, LLC History No change 439 29 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 412 28 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 414 28 0.0% 0.0% 838 0 0.0% Q2 2026 Sep 04, 2026
VSM Wealth Advisory, LLC History No change 421 28 0.01% 0.01% 839 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 404 27 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 10, 2026
Cedar Mountain Advisors, LLC History No change 398 27 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 02, 2026
SHP Wealth Management History No change 400 27 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 386 26 0.02% 0.02% 843 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 375 25 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 351 23 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 10, 2026
Networth Advisors, LLC History No change 342 23 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 22, 2026
GODSEY & GIBB, INC History No change 307 20 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 13, 2026
Coppell Advisory Solutions LLC History No change 28,525 20 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 304 20 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 286 19 0.0% 0.0% 850 0 0.0% Q2 2026 Jul 27, 2026
Addison Advisors LLC History No change 287 19 0.01% 0.01% 851 0 0.0% Q2 2026 Aug 10, 2026
Operose Advisors LLC History No change 277 18 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 271 18 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 31, 2026
CULLEN/FROST BANKERS, INC. History No change 252 17 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 262 17 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 10, 2026
First Pacific Financial History No change 237 16 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 20, 2026
Monetary Solutions, Ltd History No change 233 15 0.01% 0.01% 857 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 235 15 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 220 14 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 194 13 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 03, 2026
SOA Wealth Advisors, LLC. History No change 203 13 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 21, 2026
Crews Bank & Trust History No change 204 13 0.0% 0.0% 862 0 0.0% Q2 2026 Jul 16, 2026
Ankerstar Wealth, LLC History No change 192 13 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 184 12 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 12, 2026
Basepoint Wealth LLC History No change 187 12 0.01% 0.01% 865 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 170 11 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 172 11 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 160 11 0.0% 0.0% 868 0 0.0% Q2 2026 Jul 24, 2026
Birchwood Financial Partners, Inc. History No change 166 11 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 146 9 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 144 9 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 143 9 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 11, 2026
Richard W. Paul & Associates, LLC History No change 122 8 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 103 7 0.0% 0.0% 874 0 0.0% Q3 2026 Oct 07, 2026
Miller Global Investments, LLC History New 95 6 0.0% — 879 +95 New Q3 2026 Oct 02, 2026
Wilmington Savings Fund Society, FSB History No change 100 6 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 84 6 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 13, 2026
Founders Capital Management History No change 102 6 0.0% 0.0% 877 0 0.0% Q2 2026 Jul 21, 2026
Avion Wealth History No change 95 6 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 31, 2026
ALERUS FINANCIAL NA History No change 75 5 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 85 5 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 64 4 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 13, 2026
CHELSEA COUNSEL CO History No change 63 4 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 73 4 0.0% 0.0% 884 0 0.0% Q2 2026 Jul 28, 2026
Register Financial Advisors LLC History No change 66 4 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 15, 2026
FIRST HORIZON CORP History No change 50 3 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 45 3 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 49 3 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 07, 2026
Truvestments Capital LLC History No change 49 3 0.0% 0.0% 889 0 0.0% Q2 2026 Aug 12, 2026
Alpine Bank Wealth Management History No change 44 2 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 16 1 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 29, 2026
Orion Capital Management LLC History No change 27 1 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 17, 2026
DecisionPoint Financial, LLC History No change 18 1 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 05, 2026
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.07% — -1,786 -100.0% Q3 2026 Oct 07, 2026
CX Institutional History Closed out 0 0 — 0.0% — -128 -100.0% Q3 2026 Oct 02, 2026