Fidelity Merrimack Street Trust - FBND

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 101,656,759 4,624,365 2.47% 2.47% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 36,816,208 1,674,769 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 15,740,788 716,048 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 15,305,769 696,259 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 13,982,930 638,600 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 13,045,220 593,427 0.13% 0.13% 6 0 0.0% Q2 2026 Aug 07, 2026
Dynasty Wealth Management, LLC History No change 10,970,047 499,027 3.71% 3.71% 7 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 9,016,360 410,154 0.11% 0.11% 8 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 8,110,234 368,934 4.39% 4.39% 9 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 8,059,617 366,631 0.09% 0.09% 10 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 7,296,054 331,897 0.3% 0.3% 11 0 0.0% Q2 2026 Aug 12, 2026
COUNTRY TRUST BANK History No change 6,857,648 311,954 5.46% 5.46% 12 0 0.0% Q2 2026 Jul 15, 2026
UBS Group AG History No change 6,750,589 307,084 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
Quotient Wealth Partners, LLC History No change 6,729,858 306,141 7.23% 7.23% 14 0 0.0% Q2 2026 Aug 03, 2026
Legacy Wealth Management, LLC History No change 5,495,432 249,987 13.08% 13.08% 15 0 0.0% Q2 2026 Jul 09, 2026
OSAIC HOLDINGS, INC. History No change 5,491,783 249,883 0.29% 0.29% 16 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 5,113,836 232,628 0.29% 0.29% 17 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History No change 4,491,470 204,900 8.33% 8.33% 18 0 0.0% Q2 2026 Jul 09, 2026
ROYAL BANK OF CANADA History No change 4,397,539 200,045 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 4,110,125 186,969 1.63% 1.63% 20 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,066,886 185,002 2.76% 2.76% 21 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 3,994,283 181,699 0.59% 0.59% 22 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 3,836,584 174,526 1.01% 1.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 3,506,392 159,506 3.68% 3.68% 24 0 0.0% Q2 2026 Aug 05, 2026
Retirement Planning Group, LLC History No change 3,153,325 143,444 3.64% 3.64% 25 0 0.0% Q2 2026 Aug 05, 2026
Blue Chip Partners, LLC History No change 3,081,830 140,192 8.86% 8.86% 26 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,049,078 138,702 2.13% 2.13% 27 0 0.0% Q2 2026 Aug 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,036,872 138,147 0.23% 0.23% 28 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,968,727 135,047 2.26% 2.26% 29 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 2,463,277 112,054 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 2,459,061 111,862 0.23% 0.23% 31 0 0.0% Q2 2026 Aug 07, 2026
McKinley Carter Wealth Services, Inc. History No change 2,446,971 111,312 5.74% 5.74% 32 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial Strategies, Inc. History No change 2,384,200 108,457 7.61% 7.61% 33 0 0.0% Q2 2026 Jul 24, 2026
WELLS FARGO & COMPANY/MN History No change 2,127,446 96,777 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 2,053,945 93,780 8.1% 8.1% 35 0 0.0% Q2 2026 Jul 14, 2026
HighTower Advisors, LLC History No change 2,007,999 91,343 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History Added to 2,047,605 83,472 1.76% 1.8% 37 +62,023 3.12% Q3 2026 Oct 08, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,812,290 82,441 0.19% 0.19% 38 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 1,808,251 82,258 0.11% 0.11% 39 0 0.0% Q2 2026 Aug 27, 2026
Falcon Wealth Planning History No change 1,634,738 74,364 4.69% 4.69% 40 0 0.0% Q2 2026 Jul 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,602,623 72,903 0.84% 0.84% 41 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 1,565,006 71,192 1.35% 1.35% 42 0 0.0% Q2 2026 Jul 09, 2026
Private Advisor Group, LLC History No change 1,530,984 69,644 0.32% 0.32% 43 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History No change 1,517,610 69,036 1.39% 1.39% 44 0 0.0% Q2 2026 Aug 14, 2026
Ullmann Wealth Partners Group, LLC History No change 1,482,823 67,453 6.13% 6.13% 45 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 1,435,649 65,307 0.56% 0.56% 46 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 1,421,650 64,670 1.16% 1.16% 47 0 0.0% Q2 2026 Jul 31, 2026
Syntegra Private Wealth Group, LLC History No change 1,388,561 63,165 4.89% 4.89% 48 0 0.0% Q2 2026 Jul 15, 2026
Rehmann Capital Advisory Group History No change 1,363,514 62,092 2.84% 2.84% 49 0 0.0% Q2 2026 Aug 20, 2026
Arkadios Wealth Advisors History No change 1,307,314 59,469 0.9% 0.9% 50 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 1,298,147 59,052 0.4% 0.4% 51 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 1,268,451 57,701 0.28% 0.28% 52 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 1,252,617 56,981 0.37% 0.37% 53 0 0.0% Q2 2026 Sep 08, 2026
Sunburst Financial Group, LLC History Added to 1,293,160 55,993 8.87% 8.77% 54 +103,135 8.67% Q3 2026 Oct 08, 2026
RFG Advisory, LLC History No change 1,163,561 52,930 0.83% 0.83% 55 0 0.0% Q2 2026 Jul 15, 2026
Harbor Group, Inc. History No change 1,116,081 50,770 5.96% 5.96% 56 0 0.0% Q2 2026 Jul 22, 2026
McGlone Suttner Wealth Management, Inc. History No change 1,114,382 50,693 5.95% 5.95% 57 0 0.0% Q2 2026 Jul 21, 2026
Drake & Associates, LLC History No change 1,098,394 49,965 8.42% 8.42% 58 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 1,095,153 49,818 1.41% 1.41% 59 0 0.0% Q2 2026 Jul 07, 2026
OLIO Financial Planning History No change 1,084,423 49,330 12.24% 12.24% 60 0 0.0% Q2 2026 Jul 17, 2026
Navalign, LLC History No change 1,083,023 49,266 11.48% 11.48% 61 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,059,149 48,530 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
Landing Point Financial Group, LLC History No change 1,043,899 47,486 16.14% 16.14% 63 0 0.0% Q2 2026 Aug 06, 2026
NICOLET BANKSHARES INC History No change 1,027,399 46,706 1.49% 1.49% 64 0 0.0% Q2 2026 Aug 11, 2026
Crane Advisory, LLC History No change 1,026,233 46,447 6.67% 6.67% 65 0 0.0% Q2 2026 Jul 17, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 971,403 44,189 3.23% 3.23% 66 0 0.0% Q2 2026 Jul 28, 2026
Sherrill & Hutchins Financial Advisory, Inc History No change 943,913 42,943 20.53% 20.53% 67 0 0.0% Q2 2026 Jul 23, 2026
Shakespeare Wealth Management, LLC History No change 941,225 42,816 11.34% 11.34% 68 0 0.0% Q2 2026 Jul 20, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 927,020 42,302 3.01% 3.01% 69 0 0.0% Q2 2026 Jul 20, 2026
WestHill Financial Advisors, Inc. History No change 914,982 41,622 7.09% 7.09% 70 0 0.0% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History No change 912,200 41,495 1.09% 1.09% 71 0 0.0% Q2 2026 Aug 14, 2026
Lineweaver Wealth Advisors, LLC History No change 903,819 41,114 4.87% 4.87% 72 0 0.0% Q2 2026 Jul 09, 2026
Brookstone Capital Management History No change 894,979 40,712 0.41% 0.41% 73 0 0.0% Q2 2026 Jul 15, 2026
Bleakley Financial Group, LLC History No change 881,683 40,107 0.51% 0.51% 74 0 0.0% Q2 2026 Aug 05, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 879,135 39,991 6.89% 6.89% 75 0 0.0% Q2 2026 Aug 04, 2026
POWER WEALTH MANAGEMENT LLC History No change 865,549 39,373 13.53% 13.53% 76 0 0.0% Q2 2026 Aug 03, 2026
Pallas Capital Advisors LLC History No change 853,855 38,841 1.2% 1.2% 77 0 0.0% Q2 2026 Aug 07, 2026
ASPIRIANT, LLC History No change 833,949 37,936 0.94% 0.94% 78 0 0.0% Q2 2026 Jul 20, 2026
Arete Wealth Advisors, LLC History No change 832,624 37,876 2.5% 2.5% 79 0 0.0% Q2 2026 Aug 12, 2026
Coyle Financial Counsel LLC History No change 827,671 37,650 6.87% 6.87% 80 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 816,468 37,141 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 12, 2026
KFG WEALTH MANAGEMENT, LLC History No change 813,982 37,028 4.18% 4.18% 82 0 0.0% Q2 2026 Jul 22, 2026
Compass Ion Advisors, LLC History No change 812,609 36,965 3.19% 3.19% 83 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 806,651 36,694 0.56% 0.56% 84 0 0.0% Q2 2026 Aug 06, 2026
Mascoma Wealth Management LLC History No change 801,959 36,481 6.76% 6.76% 85 0 0.0% Q2 2026 Jul 24, 2026
ABLE Financial Group, LLC History No change 791,676 36,013 6.04% 6.04% 86 0 0.0% Q2 2026 Jul 22, 2026
Henderson Brothers Financial Partners, LLC History No change 782,427 35,592 16.85% 16.85% 87 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 781,949 35,571 0.48% 0.48% 88 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 780,129 35,488 4.72% 4.72% 89 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 778,810 35,428 0.08% 0.08% 90 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 769,512 35,005 2.26% 2.26% 91 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 765,893 34,840 0.29% 0.29% 92 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 742,317 33,767 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 738,717 33,604 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 733,356 33,360 1.71% 1.71% 95 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 732,704 33,198 0.36% 0.36% 96 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 729,218 33,172 2.23% 2.23% 97 0 0.0% Q2 2026 Aug 05, 2026
Scott Capital Advisors, LLC History No change 722,949 32,886 5.15% 5.15% 98 0 0.0% Q2 2026 Jul 10, 2026
Souders Financial Advisors History No change 713,409 32,452 3.26% 3.26% 99 0 0.0% Q2 2026 Aug 05, 2026
Leelyn Smith, LLC History No change 702,891 31,974 3.89% 3.89% 100 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Retirement, LLC History No change 702,477 31,955 1.75% 1.75% 101 0 0.0% Q2 2026 Aug 12, 2026
Presidio Capital Management, LLC History No change 694,781 31,605 7.9% 7.9% 102 0 0.0% Q2 2026 Jul 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 680,582 30,959 3.44% 3.44% 103 0 0.0% Q2 2026 Jul 29, 2026
Wealth Alliance Advisory Group, LLC History No change 674,141 30,666 4.44% 4.44% 104 0 0.0% Q2 2026 Jul 23, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 663,881 30,228 3.48% 3.48% 105 0 0.0% Q2 2026 Jul 23, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 663,628 30,188 7.26% 7.26% 106 0 0.0% Q2 2026 Jul 09, 2026
Cyndeo Wealth Partners, LLC History No change 662,811 30,151 1.42% 1.42% 107 0 0.0% Q2 2026 Jul 21, 2026
Financial Strategies Group, Inc. History No change 668,475 30,148 4.8% 4.8% 108 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 659,694 30,009 0.09% 0.09% 109 0 0.0% Q2 2026 Aug 12, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 656,681 29,872 9.22% 9.22% 110 0 0.0% Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 656,664 29,871 0.33% 0.33% 111 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Added to 687,489 29,768 0.21% 0.24% 112 +23,254 3.5% Q3 2026 Oct 08, 2026
Koshinski Asset Management, Inc. History No change 636,549 28,956 1.54% 1.54% 113 0 0.0% Q2 2026 Jul 27, 2026
Bridgewealth Advisory Group, LLC History No change 629,621 28,641 5.41% 5.41% 114 0 0.0% Q2 2026 Jul 27, 2026
Presper Financial Architects, LLC History No change 619,230 28,168 14.7% 14.7% 115 0 0.0% Q2 2026 Aug 11, 2026
Targeted Financial Services LLC History No change 615,521 28,000 20.66% 20.66% 116 0 0.0% Q2 2026 Jul 16, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 612,680 27,870 13.33% 13.33% 117 0 0.0% Q2 2026 Aug 12, 2026
Envision Financial Planning, LLC History No change 607,288 27,625 8.99% 8.99% 118 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 603,317 27,444 7.4% 7.4% 119 0 0.0% Q2 2026 Aug 07, 2026
REGIMEN WEALTH, LLC History No change 591,500 26,907 7.25% 7.25% 120 0 0.0% Q2 2026 Aug 05, 2026
DeDora Capital, Inc. History No change 577,902 26,288 5.71% 5.71% 121 0 0.0% Q2 2026 Jul 13, 2026
Rise Advisors, LLC History No change 573,804 26,102 7.35% 7.35% 122 0 0.0% Q2 2026 Jul 10, 2026
Perigon Wealth Management, LLC History No change 563,259 25,622 0.4% 0.4% 123 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 558,029 25,384 1.63% 1.63% 124 0 0.0% Q2 2026 Aug 07, 2026
Andrews Advisory Associates, LLC History No change 556,482 25,314 12.17% 12.17% 125 0 0.0% Q2 2026 Jul 17, 2026
Riverpoint Wealth Management Holdings, LLC History No change 551,758 25,099 4.61% 4.61% 126 0 0.0% Q2 2026 Jul 27, 2026
EnRich Financial Partners LLC History No change 551,216 25,074 5.96% 5.96% 127 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 544,210 24,756 0.75% 0.75% 128 0 0.0% Q2 2026 Jul 15, 2026
Linscomb Wealth, Inc. History No change 537,070 24,431 1.06% 1.06% 129 0 0.0% Q2 2026 Jul 31, 2026
Juno Financial Group LLC History No change 533,746 24,280 8.61% 8.61% 130 0 0.0% Q2 2026 Aug 04, 2026
Financial & Tax Architects, LLC History No change 528,955 24,062 5.07% 5.07% 131 0 0.0% Q2 2026 Jul 23, 2026
BG Investment Services, LLC History No change 527,196 23,982 17.27% 17.27% 132 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 509,687 23,270 0.26% 0.26% 133 0 0.0% Q2 2026 Aug 12, 2026
Catawba River Capital History No change 510,635 23,228 10.39% 10.39% 134 0 0.0% Q2 2026 Jul 22, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 508,997 23,154 2.56% 2.56% 135 0 0.0% Q2 2026 Jul 09, 2026
CPA Asset Management Group, LLC History No change 508,821 23,146 6.67% 6.67% 136 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Services Group LLC History No change 503,662 22,911 16.76% 16.76% 137 0 0.0% Q2 2026 Jul 29, 2026
Tidemark, LLC History No change 497,628 22,637 5.1% 5.1% 138 0 0.0% Q2 2026 Aug 10, 2026
KFA Private Wealth Group, LLC History Added to 510,987 22,125 5.2% 5.22% 139 +34,731 7.29% Q3 2026 Oct 07, 2026
Kastel Capital Advisors, LLC History No change 483,888 22,074 13.96% 13.96% 140 0 0.0% Q2 2026 Jul 09, 2026
Vestmark Advisory Solutions, Inc. History No change 478,684 21,775 0.2% 0.2% 141 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 467,220 21,254 0.82% 0.82% 142 0 0.0% Q2 2026 Aug 17, 2026
Watchman Group, Inc. History No change 460,856 20,964 4.69% 4.69% 143 0 0.0% Q2 2026 Jul 24, 2026
Valmark Advisers, Inc. History No change 455,014 20,698 0.22% 0.22% 144 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 454,066 20,655 0.43% 0.43% 145 0 0.0% Q2 2026 Jul 29, 2026
Dogwood Wealth Management LLC History No change 449,753 20,459 8.08% 8.08% 146 0 0.0% Q2 2026 Jul 06, 2026
PITTENGER & ANDERSON INC History No change 449,653 20,454 0.73% 0.73% 147 0 0.0% Q2 2026 Jul 27, 2026
Waterway Wealth Management, LLC History No change 462,712 20,339 4.15% 4.15% 148 0 0.0% Q2 2026 Jul 13, 2026
KINTRA WEALTH, LLC History No change 448,871 20,217 1.06% 1.06% 149 0 0.0% Q2 2026 Aug 14, 2026
PCA Investment Advisory Services Inc. History No change 435,954 19,854 5.54% 5.54% 150 0 0.0% Q2 2026 Jul 27, 2026
tru Independence LLC History No change 435,727 19,821 8.67% 8.67% 151 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Group, LLC History No change 434,951 19,785 1.17% 1.17% 152 0 0.0% Q2 2026 Jul 27, 2026
Occidental Asset Management, LLC History No change 430,900 19,601 1.95% 1.95% 153 0 0.0% Q2 2026 Aug 07, 2026
Buttonwood Financial Advisors Inc. History No change 426,451 19,399 5.9% 5.9% 154 0 0.0% Q2 2026 Jul 13, 2026
BAKER BOYER NATIONAL BANK History No change 421,979 19,195 5.27% 5.27% 155 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 420,968 19,149 0.19% 0.19% 156 0 0.0% Q2 2026 Aug 05, 2026
New Insight Wealth Advisors History No change 416,538 18,948 5.59% 5.59% 157 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 409,818 18,642 1.13% 1.13% 158 0 0.0% Q2 2026 Aug 07, 2026
Goldstone Financial Group, LLC History No change 409,076 18,608 1.7% 1.7% 159 0 0.0% Q2 2026 Aug 11, 2026
TrueWealth Advisors, LLC History Reduced 428,100 18,536 4.16% 6.32% 160 -188,490 -30.57% Q3 2026 Oct 08, 2026
Meriwether Wealth & Planning, LLC History No change 402,883 18,327 9.09% 9.09% 161 0 0.0% Q2 2026 Jul 08, 2026
ETF Portfolio Partners, Inc. History No change 399,567 18,176 4.32% 4.32% 162 0 0.0% Q2 2026 Jul 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 399,944 18,097 0.03% 0.03% 163 0 0.0% Q2 2026 Jul 15, 2026
Selby Wealth Management, LLC History No change 396,355 18,030 6.39% 6.39% 164 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 394,895 18,015 0.3% 0.3% 165 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 395,870 18,008 0.1% 0.1% 166 0 0.0% Q2 2026 Jul 24, 2026
Pearl Planning LLC History No change 385,581 17,540 8.07% 8.07% 167 0 0.0% Q2 2026 Jul 21, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 383,552 17,447 16.29% 16.29% 168 0 0.0% Q2 2026 Aug 07, 2026
Schneider Downs Wealth Management Advisors, LP History No change 376,993 17,149 1.61% 1.61% 169 0 0.0% Q2 2026 Aug 05, 2026
RCS Financial Planning, LLC History No change 371,465 16,960 8.03% 8.03% 170 0 0.0% Q2 2026 Jul 22, 2026
Baker Ellis Asset Management LLC History No change 368,299 16,753 1.74% 1.74% 171 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 367,020 16,695 0.06% 0.06% 172 0 0.0% Q2 2026 Aug 14, 2026
S Harris Financial Group, LLC History No change 364,738 16,591 12.86% 12.86% 173 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Financial Services LLC History No change 363,095 16,517 0.79% 0.79% 174 0 0.0% Q2 2026 Aug 11, 2026
EdgeRock Capital LLC History No change 361,305 16,435 3.72% 3.72% 175 0 0.0% Q2 2026 Jul 24, 2026
Forbes Financial Planning, Inc. History No change 358,978 16,329 8.76% 8.76% 176 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 357,130 16,245 1.94% 1.94% 177 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 354,540 16,128 0.28% 0.28% 178 0 0.0% Q2 2026 Jul 21, 2026
TSFG, LLC History No change 352,719 16,045 2.02% 2.02% 179 0 0.0% Q2 2026 Jul 23, 2026
CMG Global Holdings, LLC History No change 347,605 15,812 6.71% 6.71% 180 0 0.0% Q2 2026 Jul 28, 2026
Graney & King, LLC History No change 347,145 15,791 5.68% 5.68% 181 0 0.0% Q2 2026 Aug 07, 2026
COURIER CAPITAL LLC History No change 344,513 15,671 0.78% 0.78% 182 0 0.0% Q2 2026 Jul 16, 2026
Advyzon Investment Management, LLC History No change 344,314 15,662 1.14% 1.14% 183 0 0.0% Q2 2026 Aug 14, 2026
Salus Financial Advisors, LLC History No change 343,812 15,639 7.71% 7.71% 184 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History No change 343,775 15,638 0.86% 0.86% 185 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 340,427 15,486 0.16% 0.16% 186 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 339,700 15,452 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 337,947 15,373 2.15% 2.15% 188 0 0.0% Q2 2026 Aug 12, 2026
SENTINEL PENSION ADVISORS, LLC History No change 339,398 15,371 2.02% 2.02% 189 0 0.0% Q2 2026 Jul 23, 2026
GENESIS PRIVATE WEALTH, LLC History No change 328,860 14,959 4.2% 4.2% 190 0 0.0% Q2 2026 Jul 13, 2026
Apella Capital, LLC History Added to 341,964 14,813 0.19% 0.17% 191 +68,712 25.15% Q3 2026 Oct 08, 2026
Rooted Wealth Advisors, Inc. History No change 324,065 14,741 3.61% 3.61% 192 0 0.0% Q2 2026 Jul 28, 2026
Unique Wealth Strategies, LLC History No change 323,842 14,731 5.35% 5.35% 193 0 0.0% Q2 2026 Jul 15, 2026
Mountain Hill Investment Partners Corp. History No change 322,348 14,663 8.31% 8.31% 194 0 0.0% Q2 2026 Jul 16, 2026
Goodwin Investment Advisory History No change 315,244 14,328 28.85% 28.85% 195 0 0.0% Q2 2026 Aug 19, 2026
Summit Wealth Partners, LLC History No change 310,113 14,107 2.01% 2.01% 196 0 0.0% Q2 2026 Aug 03, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 313,408 14,099 9.16% 9.16% 197 0 0.0% Q2 2026 Aug 11, 2026
LongView Wealth Management History No change 309,647 14,085 3.61% 3.61% 198 0 0.0% Q2 2026 Jul 17, 2026
Cyr Financial Inc. History No change 308,567 14,036 7.31% 7.31% 199 0 0.0% Q2 2026 Jul 20, 2026
Lebenthal Global Advisors, LLC History No change 305,396 13,892 1.87% 1.87% 200 0 0.0% Q2 2026 Jul 30, 2026
STEPH & CO History Added to 316,767 13,716 3.5% 2.87% 201 +67,854 27.26% Q3 2026 Oct 07, 2026
TrustWell Financial Advisors, LLC History No change 299,869 13,641 11.57% 11.57% 202 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History No change 299,451 13,622 0.59% 0.59% 203 0 0.0% Q2 2026 Jul 22, 2026
TRUIST FINANCIAL CORP History No change 297,221 13,520 0.02% 0.02% 204 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 294,442 13,394 0.06% 0.06% 205 0 0.0% Q2 2026 Sep 23, 2026
Destiny Capital Corp/CO History No change 293,356 13,344 6.21% 6.21% 206 0 0.0% Q2 2026 Aug 10, 2026
Destiny Wealth Partners, LLC History No change 297,650 13,310 1.88% 1.88% 207 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 291,060 13,240 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 12, 2026
Milestone Investment Advisors LLC History No change 290,314 13,206 2.85% 2.85% 209 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 290,125 13,197 0.13% 0.13% 210 0 0.0% Q2 2026 Aug 10, 2026
MEMBERS WEALTH LLC History No change 289,217 13,156 7.21% 7.21% 211 0 0.0% Q2 2026 Jul 09, 2026
Gladstone Institutional Advisory LLC History No change 280,428 12,756 0.4% 0.4% 212 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 279,667 12,722 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 11, 2026
Argo Wealth Advisory, LLC History No change 273,702 12,450 6.87% 6.87% 214 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 273,598 12,445 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 12, 2026
Storen Legacy Partners, LLC History No change 271,750 12,361 3.37% 3.37% 216 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 271,396 12,345 0.1% 0.1% 217 0 0.0% Q2 2026 Aug 06, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 265,775 12,090 9.91% 9.91% 218 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 265,008 12,055 0.26% 0.26% 219 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 264,807 12,046 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 17, 2026
Atria Investments, Inc History No change 264,410 12,028 0.12% 0.12% 221 0 0.0% Q2 2026 Jul 28, 2026
Resolute Wealth Strategies, LLC History No change 260,923 11,869 4.6% 4.6% 222 0 0.0% Q2 2026 Aug 12, 2026
SPWM Advisors LLC History No change 260,686 11,806 10.91% 10.91% 223 0 0.0% Q2 2026 Jul 24, 2026
Provident Living Financial Services, Inc. History No change 258,653 11,766 11.6% 11.6% 224 0 0.0% Q2 2026 Aug 05, 2026
Clarity Wealth Advisors, LLC History No change 255,355 11,616 2.05% 2.05% 225 0 0.0% Q2 2026 Jul 24, 2026
PFG Advisors History No change 254,449 11,574 0.58% 0.58% 226 0 0.0% Q2 2026 Jul 16, 2026
Holos Integrated Wealth LLC History No change 254,878 11,543 5.39% 5.39% 227 0 0.0% Q2 2026 Jul 15, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 263,383 11,404 5.84% 5.96% 228 +10,413 4.12% Q3 2026 Oct 08, 2026
Diversify Advisory Services, LLC History No change 252,758 11,391 0.19% 0.19% 229 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 252,758 11,391 0.19% 0.19% 230 0 0.0% Q2 2026 Jul 29, 2026
USAdvisors Wealth Management, LLC History No change 249,460 11,347 3.25% 3.25% 231 0 0.0% Q2 2026 Jul 29, 2026
FWG Holdings, LLC History No change 251,769 11,322 3.93% 3.93% 232 0 0.0% Q2 2026 Aug 13, 2026
49 WEALTH MANAGEMENT, LLC History No change 244,333 11,114 2.12% 2.12% 233 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 244,333 11,114 2.12% 2.12% 234 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 241,165 10,970 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 241,080 10,966 0.13% 0.13% 236 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 237,965 10,825 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 231,630 10,519 0.03% 0.03% 238 0 0.0% Q2 2026 Jul 27, 2026
Sachetta, LLC History No change 223,961 10,189 4.95% 4.95% 239 0 0.0% Q2 2026 Jul 15, 2026
Dakota Wealth Management History No change 218,366 9,933 0.19% 0.19% 240 0 0.0% Q2 2026 Aug 07, 2026
SilverOak Wealth Management LLC History No change 217,999 9,916 1.28% 1.28% 241 0 0.0% Q2 2026 Jul 29, 2026
Schuylkill Financial LLC History No change 215,562 9,805 9.06% 9.06% 242 0 0.0% Q2 2026 Aug 07, 2026
WNY Asset Management, LLC History No change 215,365 9,796 0.87% 0.87% 243 0 0.0% Q2 2026 Aug 17, 2026
OmniStar Financial Group, Inc. History No change 211,537 9,622 4.43% 4.43% 244 0 0.0% Q2 2026 Jul 27, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 211,396 9,616 1.49% 1.49% 245 0 0.0% Q2 2026 Jul 29, 2026
CMH Wealth Management LLC History No change 209,527 9,566 1.46% 1.46% 246 0 0.0% Q2 2026 Jul 09, 2026
Mayfair Advisory Group, LLC History No change 207,623 9,336 2.81% 2.81% 247 0 0.0% Q2 2026 Aug 11, 2026
Sonoma Allocations LLC History No change 203,946 9,272 2.88% 2.88% 248 0 0.0% Q2 2026 Jul 08, 2026
Centerline Wealth Advisors, LLC History No change 200,540 9,122 2.86% 2.86% 249 0 0.0% Q2 2026 Jul 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 199,888 9,092 0.43% 0.43% 250 0 0.0% Q2 2026 Jul 23, 2026
Clarity Retirement & Wealth, LLC History No change 198,767 9,041 6.24% 6.24% 251 0 0.0% Q2 2026 Jul 30, 2026
Insight Wealth Partners, LLC History No change 195,769 8,905 1.2% 1.2% 252 0 0.0% Q2 2026 Aug 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 194,598 8,852 0.14% 0.14% 253 0 0.0% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 194,201 8,834 0.42% 0.42% 254 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 192,741 8,767 0.17% 0.17% 255 0 0.0% Q2 2026 Aug 14, 2026
INTEGRATED WEALTHCARE, LLC History No change 191,937 8,731 6.52% 6.52% 256 0 0.0% Q2 2026 Jul 24, 2026
&PARTNERS History No change 188,102 8,697 0.04% 0.04% 257 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 190,685 8,674 0.31% 0.31% 258 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 190,116 8,648 0.35% 0.35% 259 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 189,083 8,601 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 13, 2026
Weaver Consulting Group History Added to 198,196 8,581 1.67% 0.14% 261 +182,808 1187.99% Q3 2026 Oct 07, 2026
Greykasell Wealth Strategies, Inc. History No change 188,259 8,563 3.11% 3.11% 262 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 186,351 8,510 0.46% 0.46% 263 0 0.0% Q2 2026 Jul 14, 2026
Landmark Wealth Management, LLC History No change 183,181 8,332 1.99% 1.99% 264 0 0.0% Q2 2026 Aug 10, 2026
Keystone Wealth Services, LLC History No change 182,832 8,317 1.54% 1.54% 265 0 0.0% Q2 2026 Aug 05, 2026
Wingate Wealth Advisors, Inc. History No change 182,375 8,296 3.65% 3.65% 266 0 0.0% Q2 2026 Jul 29, 2026
Financial Synergies Wealth Advisors, Inc. History No change 179,805 8,179 0.69% 0.69% 267 0 0.0% Q2 2026 Jul 17, 2026
BOS Asset Management, LLC History Added to 188,642 8,168 1.91% 1.8% 268 +18,364 10.78% Q3 2026 Oct 09, 2026
Visionary Wealth Advisors History No change 176,386 8,023 0.32% 0.32% 269 0 0.0% Q2 2026 Aug 13, 2026
Flavin Financial Services, Inc. History No change 176,177 8,014 4.57% 4.57% 270 0 0.0% Q2 2026 Aug 13, 2026
Barry Investment Advisors, LLC History No change 175,149 7,997 1.67% 1.67% 271 0 0.0% Q2 2026 Jul 09, 2026
Sigma Planning Corp History No change 175,486 7,983 0.2% 0.2% 272 0 0.0% Q2 2026 Aug 07, 2026
Eaton Financial Holdings Company, LLC History No change 172,332 7,839 2.15% 2.15% 273 0 0.0% Q2 2026 Aug 04, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 172,299 7,837 2.7% 2.7% 274 0 0.0% Q2 2026 Aug 05, 2026
TD Capital Management LLC History No change 169,841 7,726 0.63% 0.63% 275 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 178,054 7,709 0.5% 0.48% 276 +21,527 13.75% Q3 2026 Oct 08, 2026
Parcion Private Wealth LLC History No change 169,200 7,696 0.43% 0.43% 277 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 176,232 7,627 1.1% 1.14% 278 +1,257 0.72% Q3 2026 Oct 08, 2026
UNIQUE WEALTH, LLC History No change 167,117 7,602 0.89% 0.89% 279 0 0.0% Q2 2026 Jul 21, 2026
Strata Wealth Advisors, LLC History No change 166,308 7,565 1.84% 1.84% 280 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 166,031 7,552 0.09% 0.09% 281 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 165,602 7,533 0.21% 0.21% 282 0 0.0% Q2 2026 Aug 10, 2026
Essential Planning, LLC. History No change 164,190 7,469 2.11% 2.11% 283 0 0.0% Q2 2026 Aug 03, 2026
Sentinel Advisory Group, LLC History No change 163,644 7,444 3.04% 3.04% 284 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 161,461 7,344 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 05, 2026
Cooper Financial Group History Added to 169,041 7,319 0.58% 0.63% 286 +2,449 1.47% Q3 2026 Oct 07, 2026
WEALTHSPAN PARTNERS, LLC History No change 159,569 7,258 2.29% 2.29% 287 0 0.0% Q2 2026 Aug 06, 2026
WealthCare Investment Partners, LLC History No change 159,091 7,237 1.76% 1.76% 288 0 0.0% Q2 2026 Aug 10, 2026
Axis Wealth Partners, LLC History No change 157,655 7,171 3.44% 3.44% 289 0 0.0% Q2 2026 Jul 28, 2026
Keenan, LLC History No change 152,558 6,939 4.9% 4.9% 290 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 151,966 6,912 0.08% 0.08% 291 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 149,703 6,810 0.1% 0.1% 292 0 0.0% Q2 2026 Aug 05, 2026
Merkkuri Wealth Advisors LLC History No change 148,873 6,772 4.2% 4.2% 293 0 0.0% Q2 2026 Jul 27, 2026
Advisor OS, LLC History No change 147,684 6,718 0.45% 0.45% 294 0 0.0% Q2 2026 Aug 05, 2026
OakTrust Wealth Advisors, LLC History No change 147,059 6,689 5.77% 5.77% 295 0 0.0% Q2 2026 Aug 06, 2026
TFB Advisors LLC History No change 144,855 6,589 2.9% 2.9% 296 0 0.0% Q2 2026 Aug 06, 2026
VICTORY FINANCIAL GROUP, LLC History No change 144,580 6,576 0.69% 0.69% 297 0 0.0% Q2 2026 Jul 28, 2026
Prosperity Consulting Group, LLC History No change 144,217 6,560 0.25% 0.25% 298 0 0.0% Q2 2026 Aug 13, 2026
Clearwave Capital, LLC History No change 143,771 6,540 3.61% 3.61% 299 0 0.0% Q2 2026 Jul 17, 2026
Accelerate Investment Advisors LLC History No change 143,715 6,537 3.75% 3.75% 300 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 142,980 6,528 0.23% 0.23% 301 0 0.0% Q2 2026 Aug 12, 2026
BridgePort Financial Solutions, LLC History No change 141,341 6,429 1.64% 1.64% 302 0 0.0% Q2 2026 Jul 24, 2026
Jeter Robert S II History No change 141,085 6,384 6.12% 6.12% 303 0 0.0% Q2 2026 Jul 13, 2026
LINCOLN CAPITAL CORP History No change 139,518 6,346 2.06% 2.06% 304 0 0.0% Q2 2026 Jul 16, 2026
Spectrum Investment Advisors, Inc. History No change 139,298 6,336 2.59% 2.59% 305 0 0.0% Q2 2026 Jul 30, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 145,662 6,307 0.36% 0.2% 306 +70,493 93.78% Q3 2026 Oct 09, 2026
Davis Wealth Advisors, LLC History No change 137,847 6,270 4.85% 4.85% 307 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 136,176 6,194 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 132,979 6,049 0.21% 0.21% 309 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 132,062 6,007 0.11% 0.11% 310 0 0.0% Q2 2026 Jul 28, 2026
Quad-Cities Investment Group, LLC History No change 130,495 5,936 2.13% 2.13% 311 0 0.0% Q2 2026 Jul 07, 2026
Armor Investment Advisors, LLC History No change 130,155 5,920 1.9% 1.9% 312 0 0.0% Q2 2026 Aug 04, 2026
Williams & Novak Wealth Management, LLC History Reduced 136,610 5,915 3.5% 6.09% 314 -65,942 -32.56% Q3 2026 Oct 09, 2026
Intrua Financial, LLC History No change 130,029 5,915 0.54% 0.54% 313 0 0.0% Q2 2026 Jul 24, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 129,816 5,905 4.05% 4.05% 315 0 0.0% Q2 2026 Jul 22, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 129,238 5,879 0.55% 0.55% 316 0 0.0% Q2 2026 Jul 09, 2026
Betterment LLC History No change 129,087 5,872 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 128,789 5,858 1.28% 1.28% 318 0 0.0% Q2 2026 Jul 06, 2026
InTrack Investment Management Inc History No change 128,435 5,842 2.9% 2.9% 319 0 0.0% Q2 2026 Jul 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 128,155 5,829 0.06% 0.06% 320 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 126,465 5,752 0.12% 0.12% 321 0 0.0% Q2 2026 Jul 30, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 126,399 5,749 2.62% 2.62% 322 0 0.0% Q2 2026 Jul 29, 2026
Stratos Investment Management, LLC History No change 125,855 5,725 0.21% 0.21% 323 0 0.0% Q2 2026 Aug 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 125,143 5,692 1.08% 1.08% 324 0 0.0% Q2 2026 Aug 06, 2026
Clearview Wealth Management LLC History No change 123,015 5,595 3.6% 3.6% 325 0 0.0% Q2 2026 Jul 13, 2026
IFP Advisors, Inc History No change 120,520 5,482 0.1% 0.1% 326 0 0.0% Q2 2026 Jul 20, 2026
Chesley Taft & Associates LLC History No change 120,215 5,468 0.21% 0.21% 327 0 0.0% Q2 2026 Jul 08, 2026
SageGuard Financial Group, LLC History No change 120,078 5,462 0.77% 0.77% 328 0 0.0% Q2 2026 Jul 27, 2026
OPPENHEIMER & CO INC History No change 118,913 5,409 0.06% 0.06% 329 0 0.0% Q2 2026 Aug 03, 2026
Opal Wealth Advisors, LLC History No change 115,109 5,236 1.13% 1.13% 330 0 0.0% Q2 2026 Jul 20, 2026
Maple Capital Management, Inc. History No change 114,614 5,213 0.31% 0.31% 331 0 0.0% Q2 2026 Aug 13, 2026
CFO4Life Group, LLC History No change 114,545 5,210 0.7% 0.7% 332 0 0.0% Q2 2026 Aug 12, 2026
Triangle Securities Wealth Management History No change 113,168 5,148 1.02% 1.02% 333 0 0.0% Q2 2026 Jul 14, 2026
Cadia Private Client LLC History No change 112,878 5,134 3.68% 3.68% 334 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 111,623 5,096 0.42% 0.42% 335 0 0.0% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 111,969 5,093 1.47% 1.47% 336 0 0.0% Q2 2026 Jul 20, 2026
Investment Advisory Group, LLC History No change 110,309 5,017 1.09% 1.09% 337 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 109,301 4,972 0.63% 0.63% 338 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 108,547 4,941 0.44% 0.44% 339 0 0.0% Q2 2026 Jul 23, 2026
Allen Capital Group, LLC History No change 108,405 4,931 0.4% 0.4% 340 0 0.0% Q2 2026 Jul 27, 2026
Ipsen Advisor Group LLC History No change 108,249 4,924 3.17% 3.17% 341 0 0.0% Q2 2026 Jul 29, 2026
LEIGH BALDWIN & CO., LLC History No change 108,042 4,914 2.65% 2.65% 342 0 0.0% Q2 2026 Aug 13, 2026
PKS Advisory Services, LLC History No change 106,321 4,836 0.77% 0.77% 343 0 0.0% Q2 2026 Aug 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 105,113 4,781 0.18% 0.18% 344 0 0.0% Q2 2026 Jul 22, 2026
Ancora Advisors LLC History No change 104,934 4,773 0.09% 0.09% 345 0 0.0% Q2 2026 Aug 14, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 103,393 4,703 0.81% 0.81% 346 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth, LLC/TN History No change 101,535 4,597 2.32% 2.32% 347 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 100,599 4,576 0.26% 0.26% 348 0 0.0% Q2 2026 Jul 15, 2026
Family Capital Management, Inc. History No change 99,317 4,517 1.75% 1.75% 349 0 0.0% Q2 2026 Jul 31, 2026
FELL CAPITAL MANAGEMENT /ADV History Added to 103,942 4,500 3.87% 3.29% 350 +17,986 20.92% Q3 2026 Oct 09, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 98,897 4,498 7.0% 7.0% 351 0 0.0% Q2 2026 Aug 11, 2026
Richard W. Paul & Associates, LLC History No change 98,755 4,492 1.37% 1.37% 352 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 98,215 4,467 0.03% 0.03% 353 0 0.0% Q2 2026 Aug 14, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 96,380 4,384 0.85% 0.85% 354 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 96,313 4,381 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 96,151 4,373 0.54% 0.54% 356 0 0.0% Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 95,193 4,347 0.14% 0.14% 357 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 94,429 4,295 0.14% 0.14% 358 0 0.0% Q2 2026 Aug 06, 2026
DecisionMap Wealth Management, LLC History No change 93,406 4,249 2.38% 2.38% 359 0 0.0% Q2 2026 Jul 21, 2026
Walker Financial Services, Inc. History No change 92,048 4,187 1.3% 1.3% 360 0 0.0% Q2 2026 Jul 15, 2026
KG Capital Management History No change 91,717 4,172 2.48% 2.48% 361 0 0.0% Q2 2026 Aug 07, 2026
Rede Wealth, LLC History No change 90,754 4,128 1.37% 1.37% 362 0 0.0% Q2 2026 Aug 03, 2026
PlanVest Financial, Inc History No change 90,718 4,126 2.76% 2.76% 363 0 0.0% Q2 2026 Aug 10, 2026
Tower Wealth Partners, Inc. History No change 90,323 4,108 2.03% 2.03% 364 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 89,439 4,068 0.05% 0.05% 365 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 87,568 3,983 0.62% 0.62% 366 0 0.0% Q2 2026 Aug 10, 2026
Boston Partners History No change 86,409 3,945 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 04, 2026
Bryant Woods Investment Advisors, LLC History No change 86,343 3,927 1.09% 1.09% 368 0 0.0% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History No change 85,506 3,889 0.15% 0.15% 369 0 0.0% Q2 2026 Aug 14, 2026
Bucket List Wealth Management, LLC History No change 85,379 3,883 1.91% 1.91% 370 0 0.0% Q2 2026 Jul 16, 2026
Savvy Advisors, Inc. History No change 85,184 3,875 0.08% 0.08% 371 0 0.0% Q2 2026 Aug 03, 2026
Red Mountain Financial, LLC History No change 82,282 3,743 3.14% 3.14% 372 0 0.0% Q2 2026 Jul 21, 2026
BETO FINANCIAL GROUP, LLC History No change 82,630 3,732 1.96% 1.96% 373 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Alliance LLC History No change 80,388 3,656 0.25% 0.25% 374 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 79,969 3,637 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 19, 2026
21 West Wealth Management LLC History No change 78,463 3,569 3.05% 3.05% 376 0 0.0% Q2 2026 Jul 13, 2026
Marks Group Wealth Management, Inc History No change 77,859 3,541 0.31% 0.31% 377 0 0.0% Q2 2026 Jul 27, 2026
Shore Point Advisors, LLC History No change 86,451 3,521 1.2% 1.2% 378 0 0.0% Q2 2026 Jul 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 76,650 3,486 0.11% 0.11% 379 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 76,545 3,482 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investment Services, LLC History No change 74,871 3,405 0.95% 0.95% 381 0 0.0% Q2 2026 Aug 06, 2026
HARMONY ASSET MANAGEMENT LLC History No change 74,753 3,400 0.91% 0.91% 382 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 73,651 3,350 0.19% 0.19% 383 0 0.0% Q2 2026 Jul 31, 2026
XY Planning Network, Inc. History No change 72,939 3,318 0.42% 0.42% 384 0 0.0% Q2 2026 Jul 14, 2026
Align Financial, LLC History No change 72,671 3,305 1.64% 1.64% 385 0 0.0% Q2 2026 Jul 27, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 72,384 3,292 1.03% 1.03% 386 0 0.0% Q2 2026 Jul 28, 2026
Essex Financial Services, Inc. History No change 72,093 3,279 0.16% 0.16% 387 0 0.0% Q2 2026 Aug 10, 2026
Schwallier Wealth Management LLC History No change 71,217 3,239 2.05% 2.05% 388 0 0.0% Q2 2026 Aug 14, 2026
Paragon Advisors, LLC History No change 70,169 3,191 0.67% 0.67% 389 0 0.0% Q2 2026 Jul 29, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 70,059 3,186 0.19% 0.19% 390 0 0.0% Q2 2026 Jul 21, 2026
Sowell Financial Services LLC History No change 69,536 3,163 0.1% 0.1% 391 0 0.0% Q2 2026 Jul 17, 2026
Capital Asset Advisory Services LLC History No change 68,710 3,125 0.11% 0.11% 392 0 0.0% Q2 2026 Aug 14, 2026
Future Financial Wealth Managment LLC History No change 69,247 3,111 1.94% 1.94% 393 0 0.0% Q2 2026 Jul 24, 2026
Marble Wealth, LLC History No change 68,324 3,108 0.48% 0.48% 394 0 0.0% Q2 2026 Aug 07, 2026
Canvas Wealth Advisors, LLC History No change 64,811 2,960 0.41% 0.41% 395 0 0.0% Q2 2026 Jul 10, 2026
COZAD ASSET MANAGEMENT INC History No change 64,838 2,949 0.19% 0.19% 396 0 0.0% Q2 2026 Aug 14, 2026
Kearns & Associates LLC History Added to 68,035 2,945 1.35% 0.76% 397 +32,250 90.12% Q3 2026 Oct 09, 2026
Verity Asset Management, Inc. History No change 64,036 2,913 1.1% 1.1% 398 0 0.0% Q2 2026 Aug 13, 2026
DAHRING | CUSMANO LLC History No change 63,583 2,892 1.53% 1.53% 399 0 0.0% Q2 2026 Jul 28, 2026
Wise Wealth Partners History No change 63,596 2,892 4.92% 4.92% 400 0 0.0% Q2 2026 Jul 28, 2026
Apollon Financial, LLC History No change 63,388 2,883 0.34% 0.34% 401 0 0.0% Q2 2026 Jul 22, 2026
SHP Wealth Management History No change 63,310 2,879 0.2% 0.2% 402 0 0.0% Q2 2026 Aug 11, 2026
LEGACY SOLUTIONS, LLC History Added to 64,924 2,811 2.15% 2.19% 403 +5,359 9.0% Q3 2026 Oct 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 60,818 2,766 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 13, 2026
Professional Financial Advisors, LLC History No change 60,375 2,746 0.47% 0.47% 405 0 0.0% Q2 2026 Jul 09, 2026
Retirement Management Systems Inc. History No change 59,799 2,720 0.56% 0.56% 406 0 0.0% Q2 2026 Jul 21, 2026
FORONJY FINANCIAL LLC History No change 59,415 2,702 0.99% 0.99% 407 0 0.0% Q2 2026 Jul 23, 2026
Peterson Wealth Advisors, LLC History Reduced 61,855 2,678 0.31% 0.35% 408 -3,080 -4.74% Q3 2026 Oct 08, 2026
Mascagni Wealth Management, Inc. History No change 58,779 2,673 1.66% 1.66% 409 0 0.0% Q2 2026 Jul 31, 2026
NWAM LLC History No change 58,585 2,665 0.13% 0.13% 410 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 58,462 2,659 0.24% 0.24% 411 0 0.0% Q2 2026 Jul 22, 2026
AMERIPRISE FINANCIAL INC History No change 57,728 2,626 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 57,672 2,624 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 05, 2026
Mission Financial Group, LLC History No change 57,468 2,614 2.17% 2.17% 414 0 0.0% Q2 2026 Aug 12, 2026
Warwick Investment Management, Inc. History No change 57,326 2,607 0.29% 0.29% 415 0 0.0% Q2 2026 Jul 31, 2026
Ascent Group, LLC History No change 57,249 2,604 0.08% 0.08% 416 0 0.0% Q2 2026 Aug 03, 2026
AdvisorNet Financial, Inc History No change 56,184 2,555 0.12% 0.12% 417 0 0.0% Q2 2026 Jul 23, 2026
Worth Asset Management, LLC History Added to 58,178 2,519 0.73% 0.53% 418 +21,602 59.06% Q3 2026 Oct 07, 2026
Sugar Maple Asset Management, LLC History No change 55,170 2,509 1.62% 1.62% 419 0 0.0% Q2 2026 Jul 28, 2026
Powell Investment Advisors, LLC History No change 54,171 2,473 0.78% 0.78% 420 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 54,002 2,456 0.06% 0.06% 421 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 53,729 2,444 0.95% 0.95% 422 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 53,607 2,438 0.14% 0.14% 423 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 52,865 2,404 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 52,360 2,381 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Providence First Trust Co History No change 52,102 2,370 0.66% 0.66% 426 0 0.0% Q2 2026 Jul 27, 2026
Woodside Wealth Management LLC History No change 51,464 2,341 1.63% 1.63% 427 0 0.0% Q2 2026 Jul 24, 2026
CRA Financial Services, LLC History No change 51,319 2,334 0.27% 0.27% 428 0 0.0% Q2 2026 Jul 24, 2026
Kuhn & Co Investment Counsel History No change 50,924 2,316 1.34% 1.34% 429 0 0.0% Q2 2026 Jul 31, 2026
Eley Financial Management, Inc History No change 50,783 2,310 0.75% 0.75% 430 0 0.0% Q2 2026 Aug 11, 2026
Bond & Devick Financial Network, Inc. History No change 49,478 2,250 0.55% 0.55% 431 0 0.0% Q2 2026 Jul 16, 2026
Riverbend Wealth Management, LLC History No change 48,852 2,222 1.12% 1.12% 432 0 0.0% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History No change 48,209 2,193 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 14, 2026
Interchange Capital Partners, LLC History No change 48,060 2,186 0.41% 0.41% 434 0 0.0% Q2 2026 Jul 20, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 47,319 2,152 1.11% 1.11% 435 0 0.0% Q2 2026 Jul 28, 2026
LaSalle St. Investment Advisors, LLC History No change 47,063 2,140 0.26% 0.26% 436 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 46,716 2,125 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 46,609 2,120 0.11% 0.11% 438 0 0.0% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 46,506 2,115 0.14% 0.14% 439 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 46,289 2,113 0.09% 0.09% 440 0 0.0% Q2 2026 Aug 12, 2026
Apex Wealth Management, LLC History No change 46,438 2,112 1.29% 1.29% 441 0 0.0% Q2 2026 Aug 11, 2026
Rinkey Investments History No change 46,065 2,095 0.49% 0.49% 442 0 0.0% Q2 2026 Jul 20, 2026
Galvin, Gaustad & Stein, LLC History Reduced 48,377 2,094 0.16% 0.16% 443 -384 -0.79% Q3 2026 Oct 08, 2026
Bangor Savings Bank History No change 48,039 2,080 0.16% 0.16% 444 0 0.0% Q3 2026 Oct 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 45,472 2,068 0.05% 0.05% 445 0 0.0% Q2 2026 Jul 17, 2026
RMR Wealth Builders History No change 45,208 2,064 0.13% 0.13% 446 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 44,020 2,009 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 07, 2026
Fullerton Advisors, LLC History No change 44,170 2,009 1.88% 1.88% 448 0 0.0% Q2 2026 Jul 27, 2026
National Wealth Management Group, LLC History No change 43,061 1,958 0.61% 0.61% 449 0 0.0% Q2 2026 Jul 14, 2026
United Advisor Group, LLC History No change 43,011 1,956 0.21% 0.21% 450 0 0.0% Q2 2026 Jul 29, 2026
Next Level Wealth Planning, LLC History No change 42,797 1,946 0.86% 0.86% 451 0 0.0% Q2 2026 Jul 30, 2026
GERBER, LLC History No change 42,651 1,940 0.91% 0.91% 452 0 0.0% Q2 2026 Jul 29, 2026
Plan A Wealth LLC History Added to 44,641 1,932 0.69% 0.49% 453 +19,250 75.81% Q3 2026 Oct 08, 2026
First Bank & Trust History No change 42,396 1,928 0.28% 0.28% 454 0 0.0% Q2 2026 Jul 09, 2026
Sequoia Financial Advisors, LLC History No change 40,359 1,835 0.01% 0.01% 455 0 0.0% Q2 2026 Jul 17, 2026
Indivisible Partners History No change 39,905 1,815 0.1% 0.1% 456 0 0.0% Q2 2026 Aug 04, 2026
OLD MISSION CAPITAL LLC History No change 39,632 1,802 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History No change 39,223 1,784 0.74% 0.74% 458 0 0.0% Q2 2026 Jul 22, 2026
Slagle Financial, LLC History No change 39,099 1,778 0.53% 0.53% 459 0 0.0% Q2 2026 Jul 29, 2026
Pathstone Holdings, LLC History No change 38,499 1,751 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 37,751 1,716 0.17% 0.17% 461 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 37,107 1,687 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 36,331 1,652 0.05% 0.05% 463 0 0.0% Q2 2026 Aug 05, 2026
Abbot Financial Management, Inc. History No change 36,287 1,650 0.56% 0.56% 464 0 0.0% Q2 2026 Aug 06, 2026
Ballast Financial Advisors LLC History No change 35,392 1,609 1.46% 1.46% 465 0 0.0% Q2 2026 Aug 13, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 34,921 1,588 0.66% 0.66% 466 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 34,239 1,557 0.08% 0.08% 467 0 0.0% Q2 2026 Jul 10, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 34,004 1,547 0.99% 0.99% 468 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Managemnet, LLC History No change 33,865 1,540 3.47% 3.47% 469 0 0.0% Q2 2026 Jul 24, 2026
Centurion Wealth Management LLC History No change 33,686 1,532 0.37% 0.37% 470 0 0.0% Q2 2026 Jul 09, 2026
Merit Financial Group, LLC History No change 33,432 1,520 0.01% 0.01% 471 0 0.0% Q2 2026 Jul 20, 2026
Financial Freedom, LLC History No change 33,051 1,503 0.69% 0.69% 472 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 32,433 1,475 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History No change 32,438 1,475 0.05% 0.05% 474 0 0.0% Q2 2026 Jul 29, 2026
Hartmann Taylor Wealth Management, LLC History No change 32,188 1,468 0.97% 0.97% 475 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 33,650 1,457 0.04% 0.05% 476 -7,425 -18.08% Q3 2026 Oct 08, 2026
CoreCap Advisors, LLC History Added to 33,639 1,456 0.04% 0.03% 477 +8,844 35.67% Q3 2026 Oct 08, 2026
WealthBridge Capital Management, LLC History No change 31,963 1,454 0.29% 0.29% 478 0 0.0% Q2 2026 Jul 24, 2026
QUADRANT CAPITAL GROUP LLC History No change 31,608 1,437 0.04% 0.04% 479 0 0.0% Q2 2026 Aug 14, 2026
Lakeshore Capital Group, Inc. History No change 31,209 1,419 1.05% 1.05% 480 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 31,149 1,416 0.04% 0.04% 481 0 0.0% Q2 2026 Aug 11, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 30,990 1,409 0.18% 0.18% 482 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 30,316 1,379 0.17% 0.17% 483 0 0.0% Q2 2026 Aug 11, 2026
Wealth Watch Advisors, INC History No change 30,240 1,375 0.45% 0.45% 484 0 0.0% Q2 2026 Aug 14, 2026
Benchmark Financial Wealth Advisors, LLC History No change 30,159 1,371 0.34% 0.34% 485 0 0.0% Q2 2026 Jul 17, 2026
LWM Advisory Services, LLC History No change 30,029 1,366 2.44% 2.44% 486 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 29,640 1,353 0.03% 0.03% 487 0 0.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 29,762 1,353 0.31% 0.31% 488 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 29,355 1,335 0.02% 0.02% 489 0 0.0% Q2 2026 Jul 15, 2026
Waterfront Wealth Inc. History No change 28,996 1,312 0.2% 0.2% 490 0 0.0% Q2 2026 Jul 30, 2026
Beacon Pointe Advisors, LLC History No change 28,242 1,284 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 18, 2026
Fairvoy Private Wealth, LLC History No change 27,699 1,260 0.25% 0.25% 492 0 0.0% Q2 2026 Jul 17, 2026
Hoxton Planning & Management, LLC History No change 27,606 1,255 0.33% 0.33% 493 0 0.0% Q2 2026 Jul 16, 2026
SPINNAKER TRUST History No change 27,269 1,240 0.06% 0.06% 494 0 0.0% Q2 2026 Aug 03, 2026
CULLEN/FROST BANKERS, INC. History No change 27,232 1,238 0.01% 0.01% 495 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 27,205 1,237 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 26,988 1,227 0.11% 0.11% 497 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 26,972 1,226 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 30, 2026
NWF Advisory Services Inc. History No change 26,342 1,198 0.11% 0.11% 499 0 0.0% Q2 2026 Jul 29, 2026
Indie Asset Partners, LLC History No change 26,025 1,183 1.13% 1.13% 500 0 0.0% Q2 2026 Aug 07, 2026
Kestra Investment Management, LLC History No change 25,988 1,182 0.02% 0.02% 501 0 0.0% Q2 2026 Aug 05, 2026
Triad Wealth Partners, LLC History No change 25,469 1,141 0.07% 0.07% 502 0 0.0% Q2 2026 Aug 10, 2026
Curtis Advisory Group, LLC History No change 25,075 1,140 0.22% 0.22% 503 0 0.0% Q2 2026 Jul 29, 2026
MMA ASSET MANAGEMENT LLC History No change 25,010 1,137 0.36% 0.36% 504 0 0.0% Q2 2026 Aug 04, 2026
Asempa Wealth Advisors History Added to 25,520 1,106 0.84% 0.86% 505 +121 0.48% Q3 2026 Oct 07, 2026
Essex LLC History No change 24,147 1,098 0.17% 0.17% 506 0 0.0% Q2 2026 Jul 24, 2026
Traveka Wealth, LLC History No change 24,028 1,093 0.36% 0.36% 507 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 24,005 1,091 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 23,979 1,090 0.09% 0.09% 509 0 0.0% Q2 2026 Jul 28, 2026
IBEX WEALTH ADVISORS History No change 23,856 1,085 0.09% 0.09% 510 0 0.0% Q2 2026 Jul 27, 2026
BFSG, LLC History No change 23,726 1,079 0.1% 0.1% 511 0 0.0% Q2 2026 Jul 20, 2026
John W. Brooker & Co., CPAs History No change 23,687 1,077 1.3% 1.3% 512 0 0.0% Q2 2026 Jul 20, 2026
Midwest Financial Network, LLC History No change 23,425 1,065 0.73% 0.73% 513 0 0.0% Q2 2026 Jul 07, 2026
Forum Private Client Group LLC History No change 23,253 1,057 0.31% 0.31% 514 0 0.0% Q2 2026 Aug 12, 2026
Valley Financial Group, Inc. History No change 22,991 1,045 0.52% 0.52% 515 0 0.0% Q2 2026 Aug 14, 2026
Insight Wealth Strategies, LLC History Reduced 23,920 1,035 0.1% 0.11% 516 -458 -1.88% Q3 2026 Oct 09, 2026
Gaddis Premier Wealth Advisors LLC History No change 22,773 1,035 0.63% 0.63% 517 0 0.0% Q2 2026 Aug 04, 2026
MONEY CONCEPTS CAPITAL CORP History No change 22,383 1,018 0.05% 0.05% 518 0 0.0% Q2 2026 Aug 04, 2026
PFG Investments, LLC History No change 22,399 1,018 0.04% 0.04% 519 0 0.0% Q2 2026 Jul 23, 2026
Cedar Point Capital Partners, LLC History No change 22,226 1,011 0.58% 0.58% 520 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 21,729 988 0.04% 0.04% 521 0 0.0% Q2 2026 Aug 10, 2026
Register Financial Advisors LLC History No change 21,479 977 0.3% 0.3% 522 0 0.0% Q2 2026 Jul 15, 2026
Post Resch Tallon Group Inc. History No change 22,522 975 0.67% 0.71% 523 0 0.0% Q3 2026 Oct 08, 2026
HB Wealth Management, LLC History No change 21,383 972 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 29, 2026
Meadowbrook Advisors Group, LLC History No change 21,192 964 0.52% 0.52% 525 0 0.0% Q2 2026 Aug 07, 2026
Certified Advisory Corp History No change 20,931 952 0.08% 0.08% 526 0 0.0% Q2 2026 Jul 16, 2026
McAdam, LLC History No change 20,641 938 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 20,533 934 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 13, 2026
Latitude Advisors, LLC History No change 20,506 932 0.37% 0.37% 529 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 20,210 919 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 13, 2026
Mainsail Financial Group, LLC History No change 19,941 907 0.31% 0.31% 531 0 0.0% Q2 2026 Jul 15, 2026
Cosner Financial Group, LLC History No change 19,932 906 0.47% 0.47% 532 0 0.0% Q2 2026 Aug 10, 2026
CROSSPOINT FINANCIAL, LLC History No change 19,930 906 2.07% 2.07% 533 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 19,727 897 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 12, 2026
Daybright Advisory Services, Inc. History No change 20,007 894 0.21% 0.21% 535 0 0.0% Q2 2026 Aug 04, 2026
WORLD EQUITY GROUP, INC. History No change 19,037 865 0.19% 0.19% 536 0 0.0% Q2 2026 Jul 09, 2026
Camelot Portfolios, LLC History No change 18,792 854 0.6% 0.6% 537 0 0.0% Q2 2026 Jul 17, 2026
RCW Management, LLC History No change 18,774 854 0.77% 0.77% 538 0 0.0% Q2 2026 Jul 21, 2026
CGN Advisors LLC History No change 18,717 851 0.06% 0.06% 539 0 0.0% Q2 2026 Jul 06, 2026
Barnes Wealth Management Group, Inc History No change 18,636 847 0.39% 0.39% 540 0 0.0% Q2 2026 Jul 24, 2026
Trust Investment Advisors History No change 18,292 832 0.4% 0.4% 541 0 0.0% Q2 2026 Jul 24, 2026
Insight Advisors, LLC/ PA History No change 18,188 827 0.15% 0.15% 542 0 0.0% Q2 2026 Aug 05, 2026
King Wealth Management Group History No change 17,686 805 0.09% 0.09% 543 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 17,367 790 0.13% 0.13% 544 0 0.0% Q2 2026 Aug 05, 2026
Trademark Financial Management, LLC History No change 17,223 783 0.32% 0.32% 545 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 16,660 758 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Trust, LLC History No change 16,525 751 0.1% 0.1% 547 0 0.0% Q2 2026 Aug 06, 2026
Scarborough Advisors, LLC History No change 16,486 750 0.09% 0.09% 548 0 0.0% Q2 2026 Jul 21, 2026
Kovack Advisors, Inc. History No change 16,471 747 0.04% 0.04% 549 0 0.0% Q2 2026 Jul 28, 2026
Regal Investment Advisors LLC History No change 16,414 746 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 14, 2026
Chris Bulman Inc History No change 16,272 740 0.27% 0.27% 551 0 0.0% Q2 2026 Jul 22, 2026
Traynor Capital Management, Inc. History No change 16,129 733 0.03% 0.03% 552 0 0.0% Q2 2026 Jul 22, 2026
OneAscent Wealth Management LLC History No change 16,053 730 0.22% 0.22% 553 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 15,919 724 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 15,430 701 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 13, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 15,290 695 0.29% 0.29% 556 0 0.0% Q2 2026 Sep 18, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 15,237 693 0.35% 0.35% 557 0 0.0% Q2 2026 Aug 12, 2026
MidAtlantic Capital Management, Inc. History No change 14,787 672 0.42% 0.42% 558 0 0.0% Q2 2026 Aug 10, 2026
KOM Wealth Management Group, LLC History No change 14,459 657 0.4% 0.4% 559 0 0.0% Q2 2026 Jul 23, 2026
AMG National Trust Bank History No change 14,319 651 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 14,279 649 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 14,161 644 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 10, 2026
Ascension Capital Advisors, Inc. History No change 13,876 631 0.18% 0.18% 563 0 0.0% Q2 2026 Jul 27, 2026
NCM Capital Management, LLC History No change 13,841 629 0.19% 0.19% 564 0 0.0% Q2 2026 Aug 14, 2026
Compass Advisory Group LLC History No change 13,633 622 0.15% 0.15% 565 0 0.0% Q2 2026 Aug 11, 2026
Andrew Hill Investment Advisors, Inc. History No change 13,462 612 0.45% 0.45% 566 0 0.0% Q2 2026 Jul 15, 2026
Elevation Wealth Management LLC History No change 13,420 612 0.46% 0.46% 567 0 0.0% Q2 2026 Jul 29, 2026
Fortitude Advisory Group L.L.C. History No change 13,377 608 0.23% 0.23% 568 0 0.0% Q2 2026 Jul 22, 2026
REGATTA CAPITAL GROUP, LLC History No change 13,341 606 0.08% 0.08% 569 0 0.0% Q2 2026 Aug 12, 2026
Strive Financial Group ,LLC History No change 13,331 606 0.26% 0.26% 570 0 0.0% Q2 2026 Aug 14, 2026
Dupree Financial Group, LLC History Added to 13,948 603 0.22% 0.24% 571 +48 0.35% Q3 2026 Oct 09, 2026
Integrated Advisors Network LLC History No change 13,060 594 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 11, 2026
William Howard & Co Financial Advisors Inc History No change 12,964 589 0.46% 0.46% 573 0 0.0% Q2 2026 Jul 09, 2026
Burns Matteson Capital Management, LLC History No change 12,922 587 0.18% 0.18% 574 0 0.0% Q2 2026 Jul 17, 2026
CGC Financial Services, LLC History No change 12,903 586 0.13% 0.13% 575 0 0.0% Q2 2026 Jul 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 12,774 583 0.13% 0.13% 576 0 0.0% Q2 2026 Jul 29, 2026
Asset One Wealth Management LLC History No change 12,768 578 0.06% 0.06% 577 0 0.0% Q2 2026 Aug 13, 2026
Towercrest Capital Management History No change 12,636 574 0.08% 0.08% 578 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 12,615 573 0.02% 0.02% 579 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 12,470 567 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 12,454 566 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 12,413 564 0.03% 0.03% 582 0 0.0% Q2 2026 Jul 23, 2026
Miller Financial Services LLC History No change 12,409 564 0.45% 0.45% 583 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 12,218 555 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 17, 2026
MontVue Capital Management, Inc. History No change 11,683 531 0.31% 0.31% 585 0 0.0% Q2 2026 Jul 27, 2026
First Heartland Consultants, Inc. History Reduced 12,100 523 0.03% 0.04% 586 -746 -5.81% Q3 2026 Oct 08, 2026
Apollon Wealth Management, LLC History No change 11,495 522 0.01% 0.01% 587 0 0.0% Q2 2026 Jul 22, 2026
Allegheny Financial Group History No change 11,412 519 0.06% 0.06% 588 0 0.0% Q2 2026 Jul 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 11,255 513 0.02% 0.02% 589 0 0.0% Q2 2026 Jul 21, 2026
Kraft, Davis & Associates, LLC History No change 11,330 512 0.11% 0.11% 590 0 0.0% Q2 2026 Jul 09, 2026
SageView Advisory Group, LLC History No change 11,227 510 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 10, 2026
Planning Project LLC History No change 11,359 508 0.1% 0.1% 592 0 0.0% Q2 2026 Sep 01, 2026
Keel Point, LLC History No change 11,126 506 0.03% 0.03% 593 0 0.0% Q2 2026 Aug 14, 2026
Immaculate Wealth Management LLC History No change 10,931 497 3.37% 3.37% 594 0 0.0% Q2 2026 Aug 07, 2026
Seelaus Asset Management LLC History No change 10,775 490 0.34% 0.34% 595 0 0.0% Q2 2026 Jul 16, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 10,723 489 0.08% 0.08% 596 0 0.0% Q2 2026 Aug 03, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 10,747 488 0.08% 0.08% 597 0 0.0% Q2 2026 Jul 15, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 11,226 486 0.31% 0.31% 598 +127 1.14% Q3 2026 Oct 07, 2026
Investment Planning Advisors, Inc. History No change 10,666 485 0.11% 0.11% 599 0 0.0% Q2 2026 Jul 23, 2026
Old Mission Investment Co LLC History No change 10,556 481 0.1% 0.1% 600 0 0.0% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 10,449 475 0.03% 0.03% 601 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 10,299 468 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 03, 2026
Blueprint Investment Partners LLC History No change 10,221 464 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 04, 2026
Patriot Financial Group Insurance Agency, LLC History No change 10,196 463 0.05% 0.05% 604 0 0.0% Q2 2026 Jul 16, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 10,131 460 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 11, 2026
AssuredPartners Investment Advisors, LLC History No change 10,114 460 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 10,023 457 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 09, 2026
GreatBanc Trust CO History No change 10,000 454 0.28% 0.28% 608 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 9,975 453 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 03, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 9,745 443 0.07% 0.07% 610 0 0.0% Q2 2026 Aug 06, 2026
Abacus Planning Group, Inc. History No change 9,365 426 0.05% 0.05% 611 0 0.0% Q2 2026 Jul 20, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9,318 424 0.01% 0.01% 612 0 0.0% Q2 2026 Aug 13, 2026
Greenspring Advisors, LLC History No change 9,172 417 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 11, 2026
GUERRA PAN ADVISORS, LLC History No change 9,119 414 0.23% 0.23% 614 0 0.0% Q2 2026 Aug 12, 2026
Plus Group Wealth Advisors LLC History No change 9,070 412 0.39% 0.39% 615 0 0.0% Q2 2026 Jul 13, 2026
Element Wealth, LLC History No change 9,027 410 0.15% 0.15% 616 0 0.0% Q2 2026 Aug 14, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 9,235 399 0.16% 0.51% 617 -19,431 -67.78% Q3 2026 Oct 06, 2026
Breakwater Capital Group History Reduced 9,206 398 0.05% 0.05% 618 -670 -6.78% Q3 2026 Oct 08, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 8,736 397 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 8,648 394 0.1% 0.1% 620 0 0.0% Q2 2026 Aug 14, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 8,674 394 0.12% 0.12% 621 0 0.0% Q2 2026 Jul 22, 2026
LCW Services, LLC History No change 8,641 393 0.17% 0.17% 622 0 0.0% Q2 2026 Jul 30, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 8,638 392 0.09% 0.09% 623 0 0.0% Q2 2026 Aug 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 8,630 392 0.04% 0.04% 624 0 0.0% Q2 2026 Jul 22, 2026
PUREfi Wealth, LLC History No change 8,529 387 0.21% 0.21% 625 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 8,465 385 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 12, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 8,480 385 0.15% 0.15% 627 0 0.0% Q2 2026 Jul 27, 2026
Pasadena Private Wealth, LLC History No change 8,430 383 0.05% 0.05% 628 0 0.0% Q2 2026 Aug 10, 2026
Regatta Research & Money Management History No change 8,400 382 0.36% 0.36% 629 0 0.0% Q2 2026 Aug 11, 2026
Aurora Private Wealth, Inc. History No change 8,002 364 0.23% 0.23% 630 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 7,986 364 0.2% 0.2% 631 0 0.0% Q2 2026 Aug 07, 2026
Marshall Financial Group, LLC History No change 7,865 357 0.05% 0.05% 632 0 0.0% Q2 2026 Jul 17, 2026
Wealth Quarterback LLC History No change 7,841 356 0.11% 0.11% 633 0 0.0% Q2 2026 Jul 27, 2026
Kera Capital Partners, Inc. History No change 7,566 344 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 7,559 343 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,428 337 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 03, 2026
Diversified Trust Co History No change 7,288 331 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 17, 2026
NOVEM GROUP History No change 7,244 329 0.03% 0.03% 638 0 0.0% Q2 2026 Jul 21, 2026
Arrowroot Family Office, LLC History No change 7,242 329 0.09% 0.09% 639 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 7,203 327 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 13, 2026
Pitcairn Wealth Advisors LLC History No change 7,092 322 0.04% 0.04% 641 0 0.0% Q2 2026 Aug 10, 2026
Dorsey & Whitney Trust CO LLC History No change 7,074 321 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 14, 2026
REICON WEALTH ADVISORS, LLC History No change 7,027 319 0.2% 0.2% 643 0 0.0% Q2 2026 Jul 29, 2026
James J. Burns & Company, LLC History No change 6,948 316 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 6,925 314 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 13, 2026
RWA WEALTH PARTNERS, LLC History No change 6,903 314 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 07, 2026
Urban Wealth Management, LLC History No change 6,871 312 0.27% 0.27% 647 0 0.0% Q2 2026 Jul 23, 2026
Nikulski Financial, Inc. History No change 6,752 307 0.07% 0.07% 648 0 0.0% Q2 2026 Jul 28, 2026
Mayflower Financial Advisors, LLC History No change 6,748 306 0.03% 0.03% 649 0 0.0% Q2 2026 Jul 09, 2026
Capasso Planning Partners LLC History No change 6,694 304 0.15% 0.15% 650 0 0.0% Q2 2026 Aug 18, 2026
Fisher Asset Management, LLC History No change 6,650 302 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 04, 2026
INTEGRITY ALLIANCE, LLC. History No change 6,584 299 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 31, 2026
INVESTED ADVISORS History No change 6,526 296 0.26% 0.26% 653 0 0.0% Q2 2026 Aug 04, 2026
Synergy Investment Management, LLC History No change 6,500 295 0.07% 0.07% 654 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 6,463 294 0.04% 0.04% 655 0 0.0% Q2 2026 Aug 05, 2026
Advisory Solutions Group, LLC History No change 6,481 294 0.1% 0.1% 656 0 0.0% Q2 2026 Jul 29, 2026
Kingsman Wealth Management, Inc. History No change 6,340 288 0.13% 0.13% 657 0 0.0% Q2 2026 Jul 22, 2026
Sensenig Capital Advisors, Inc History No change 6,266 285 0.26% 0.26% 658 0 0.0% Q2 2026 Jul 17, 2026
Sound Income Strategies, LLC History New 6,524 283 0.01% — 659 +6,524 New Q3 2026 Oct 09, 2026
Strategies Wealth Advisors, LLC History No change 6,195 281 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 6,141 279 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 12, 2026
SAXON INTERESTS, INC. History No change 6,087 276 0.08% 0.08% 662 0 0.0% Q2 2026 Aug 12, 2026
KICKSTAND VENTURES, LLC. History No change 5,985 272 0.05% 0.05% 663 0 0.0% Q2 2026 Jul 30, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,977 271 0.05% 0.05% 664 0 0.0% Q2 2026 Aug 10, 2026
Penobscot Investment Management Company, Inc. History No change 5,900 268 0.02% 0.02% 665 0 0.0% Q2 2026 Jul 24, 2026
Canal Capital Management, LLC History No change 5,899 268 0.03% 0.03% 666 0 0.0% Q2 2026 Jul 28, 2026
TCFG Investment Advisors, LLC History No change 5,911 268 0.09% 0.09% 667 0 0.0% Q2 2026 Jul 17, 2026
Snider Financial Group History No change 5,885 267 0.07% 0.07% 668 0 0.0% Q2 2026 Jul 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,845 265 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 04, 2026
Investment Research Partners LLC History No change 5,803 263 0.09% 0.09% 670 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 5,620 255 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 11, 2026
STEVENS CAPITAL PARTNERS History No change 5,592 254 0.05% 0.05% 672 0 0.0% Q2 2026 Aug 07, 2026
May Hill Capital, LLC History No change 5,518 251 0.05% 0.05% 673 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 5,500 250 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 28, 2026
McElhenny Sheffield Capital Management, LLC History No change 5,454 248 0.06% 0.06% 675 0 0.0% Q2 2026 Jul 22, 2026
Ledyard National Bank History No change 5,450 247 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 16, 2026
SeaCrest Wealth Management, LLC History No change 5,438 247 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 09, 2026
Cape Investment Advisory, Inc. History No change 5,388 245 0.07% 0.07% 678 0 0.0% Q2 2026 Jul 23, 2026
Beacon Capital Management, LLC History No change 5,382 244 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 29, 2026
WEDBUSH SECURITIES INC History No change 5,253 239 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 28, 2026
KEYVANTAGE WEALTH, LLC History No change 5,254 239 0.09% 0.09% 681 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Reduced 5,498 238 0.01% 0.02% 682 -10,620 -65.89% Q3 2026 Oct 07, 2026
Mann Financial Group, Inc. History No change 5,148 234 0.2% 0.2% 683 0 0.0% Q2 2026 Jul 22, 2026
Rose Capital Advisors LLC History No change 5,115 232 0.12% 0.12% 684 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 5,097 231 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 29, 2026
Foguth Wealth Management, LLC. History No change 5,056 228 0.03% 0.03% 686 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Concepts, LLC History No change 4,987 226 0.07% 0.07% 687 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 4,957 225 0.06% 0.06% 688 0 0.0% Q2 2026 Jul 24, 2026
Talon Private Wealth, LLC History No change 4,937 224 0.03% 0.03% 689 0 0.0% Q2 2026 Sep 11, 2026
ADG Wealth Management Group, LLC History No change 4,911 223 0.14% 0.14% 690 0 0.0% Q2 2026 Jul 27, 2026
MONECO ADVISORS, LLC History No change 4,881 222 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 11, 2026
Capital CS Group, LLC History No change 4,866 221 0.17% 0.17% 692 0 0.0% Q2 2026 Aug 12, 2026
Kure Advisory, LLC History Reduced 5,087 220 0.1% 0.19% 693 -3,842 -43.03% Q3 2026 Oct 08, 2026
International Private Wealth Advisors LLC History No change 4,846 220 0.11% 0.11% 694 0 0.0% Q2 2026 Aug 07, 2026
Moors & Cabot, Inc. History No change 4,820 219 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 10, 2026
ARWA LLC History No change 4,853 219 0.09% 0.09% 696 0 0.0% Q2 2026 Jul 24, 2026
BURKE & HERBERT BANK & TRUST CO History No change 4,797 218 0.05% 0.05% 697 0 0.0% Q2 2026 Aug 07, 2026
OPTIMA CAPITAL LLC History No change 4,756 217 0.09% 0.09% 698 0 0.0% Q2 2026 Jul 24, 2026
Invst, LLC History No change 4,651 211 0.02% 0.02% 699 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 4,589 209 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 10, 2026
Performance Wealth Partners, LLC History No change 4,549 206 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 07, 2026
Midwest Trust Co History No change 4,525 205 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 04, 2026
Bridgelight Financial Advisors, Inc. History No change 4,482 203 0.14% 0.14% 703 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 4,420 201 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 06, 2026
ShoreHaven Wealth Partners, LLC History No change 4,438 201 0.06% 0.06% 705 0 0.0% Q2 2026 Jul 14, 2026
Clearstead Advisors, LLC History No change 4,402 200 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 06, 2026
Fermata Advisors, LLC History No change 4,403 200 0.04% 0.04% 707 0 0.0% Q2 2026 Jul 07, 2026
Lakeridge Wealth Management LLC History No change 4,413 200 0.07% 0.07% 708 0 0.0% Q2 2026 Jul 14, 2026
Institute for Wealth Management, LLC. History No change 4,389 199 0.02% 0.02% 709 0 0.0% Q2 2026 Jul 28, 2026
Barnes Dennig Private Wealth Management LLC History No change 4,342 197 0.16% 0.16% 710 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE TRUST CO NA History No change 3,516 159 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 3,439 156 0.07% 0.07% 712 0 0.0% Q2 2026 Jul 30, 2026
Glass Jacobson Investment Advisors llc History No change 3,217 146 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 3,163 143 0.03% 0.03% 714 0 0.0% Q2 2026 Aug 03, 2026
Roxbury Financial LLC History Reduced 3,186 137 0.11% 0.16% 715 -1,231 -27.87% Q3 2026 Oct 01, 2026
Capital Investment Advisory Services, LLC History No change 2,963 134 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 23, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,650 120 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 2,655 120 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 2,619 119 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,433 110 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 07, 2026
Oakmont Advisory Group, LLC History No change 2,412 109 0.09% 0.09% 721 0 0.0% Q2 2026 Aug 03, 2026
Financial Management Professionals, Inc. History No change 2,330 106 0.01% 0.01% 722 0 0.0% Q2 2026 Jul 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,326 105 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 2,300 104 0.07% 0.07% 724 0 0.0% Q2 2026 Sep 17, 2026
Smallwood Wealth Investment Management, LLC History No change 2,112 96 0.04% 0.04% 725 0 0.0% Q2 2026 Jul 23, 2026
Financial Perspectives, Inc History No change 2,042 92 0.02% 0.02% 726 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 1,950 88 0.07% 0.07% 727 0 0.0% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History No change 1,870 85 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 30, 2026
Wilmington Savings Fund Society, FSB History No change 1,820 82 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 1,678 76 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 1,659 75 0.05% 0.05% 731 0 0.0% Q2 2026 Jul 27, 2026
Medallion Wealth Advisors, LLC History No change 1,610 73 0.02% 0.02% 732 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 1,343 61 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 07, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,258 57 0.01% 0.01% 734 0 0.0% Q2 2026 Jul 08, 2026
Creative Capital Management Investments LLC History No change 1,241 56 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 24, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,158 52 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 1,124 51 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 1,086 48 0.01% 0.01% 738 0 0.0% Q2 2026 Jul 29, 2026
Chung Wu Investment Group, LLC History No change 1,000 45 0.03% 0.03% 739 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 930 42 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 834 37 0.01% 0.01% 741 0 0.0% Q2 2026 Sep 02, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 834 37 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 823 37 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 17, 2026
AMERIFLEX GROUP, INC. History No change 808 36 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 746 33 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 03, 2026
Community Financial Services Group, LLC History No change 709 32 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 09, 2026
Keating Financial Advisory Services, Inc. History No change 686 31 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 11, 2026
IAG Wealth Partners, LLC History No change 641 29 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 573 26 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 580 26 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 552 25 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 17, 2026
GeoWealth Management, LLC History No change 548 24 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 524 23 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 486 22 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 500 22 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 21, 2026
MidFirst Bank History No change 447 20 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 412 18 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History No change 395 17 0.0% 0.0% 758 0 0.0% Q3 2026 Oct 07, 2026
Silver Grove Financial Group, Inc. History No change 295 13 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 13, 2026
Miller Capital Partners, Inc. History No change 305 13 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 272 12 0.0% 0.0% 761 0 0.0% Q2 2026 Sep 04, 2026
Avion Wealth History No change 256 11 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 31, 2026
Crews Bank & Trust History No change 225 10 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 16, 2026
MONTAG A & ASSOCIATES INC History No change 204 9 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 05, 2026
General Partner, Inc. History No change 230 9 0.0% 0.01% 765 0 0.0% Q3 2026 Oct 05, 2026
BAYBAN History No change 217 9 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 30, 2026
Bogart Wealth, LLC History No change 176 8 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 24, 2026
Tanglewood Legacy Advisors, LLC History No change 143 6 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History No change 136 5 0.0% 0.0% 769 0 0.0% Q3 2026 Oct 09, 2026
Abound Wealth Management History No change 113 5 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 10, 2026
GoalVest Advisory LLC History New 89 3 0.0% — 777 +89 New Q3 2026 Oct 02, 2026
HOWE & RUSLING INC History No change 73 3 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Advisors History No change 80 3 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 69 3 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 81 3 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History No change 83 3 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 03, 2026
Washington Trust Advisors, Inc. History No change 80 3 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 29, 2026
MCDONALD PARTNERS LLC History No change 50 2 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 57 2 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 12, 2026
TFC Financial Management, Inc. History No change 65 2 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 62 2 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 31, 2026
Downshift Financial, LLC History No change 45 2 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 12, 2026
NorthAvenue LLC History No change 54 2 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 21, 2026
Financial Gravity Companies, Inc. History No change 31 1 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 37 1 0.0% 0.0% 785 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 37 1 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 14, 2026
Box Hill Private Wealth LLC History Closed out 0 0 — 0.92% — -25,240 -100.0% Q3 2026 Oct 05, 2026
Veracity Capital LLC History Closed out 0 0 — 0.28% — -22,412 -100.0% Q3 2026 Oct 08, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 — 0.04% — -4,649 -100.0% Q3 2026 Oct 09, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — — — -14 -100.0% Q3 2026 Oct 07, 2026
CITIGROUP INC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
SIGNATUREFD, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Kozak & Associates, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Evolution Advisers, Inc. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Kingdom Financial Group LLC. History No change 9 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026