Fidelity Wise Origin Bitcoin Fund - FBTC

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
JANE STREET GROUP, LLC History No change 3,239,436 165,373 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 2,707,986 138,242 0.02% 0.02% 2 0 0.0% Q2 2026 Sep 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,068,373 105,590 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 1,974,767 100,811 0.36% 0.36% 4 0 0.0% Q2 2026 Aug 14, 2026
Almitas Capital LLC History No change 1,364,522 69,658 16.69% 16.69% 5 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,349,522 68,893 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD, L. P. History No change 1,280,931 65,391 0.71% 0.71% 7 0 0.0% Q2 2026 Aug 14, 2026
Patient Capital Management, LLC History No change 1,217,595 62,158 2.04% 2.04% 8 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 1,130,510 57,712 0.1% 0.1% 9 0 0.0% Q2 2026 Aug 13, 2026
ParaFi Capital LP History No change 1,050,000 53,602 14.84% 14.84% 10 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 958,200 48,916 0.18% 0.18% 11 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 953,772 48,690 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
Pine Ridge Advisers LLC History No change 834,367 42,594 2.57% 2.57% 13 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 834,367 42,594 3.55% 3.55% 14 0 0.0% Q2 2026 Jul 23, 2026
Graham Capital Management, L.P. History No change 696,200 35,541 0.65% 0.65% 15 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 661,034 33,745 0.01% 0.01% 16 0 0.0% Q2 2026 Sep 23, 2026
Mariner, LLC History No change 636,321 32,484 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 13, 2026
United Capital Management of KS, Inc. History No change 543,285 27,734 3.63% 3.63% 18 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 458,888 23,426 0.79% 0.79% 19 0 0.0% Q2 2026 Jul 24, 2026
Beaumont Financial Advisors, LLC History No change 453,008 23,126 1.47% 1.47% 20 0 0.0% Q2 2026 Aug 04, 2026
KALEIDOSCOPE CAPITAL LP History No change 431,682 22,037 8.14% 8.14% 21 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Asset Management, LLC History Added to 303,300 22,031 4.83% 3.38% 22 +1,933 0.64% Q3 2026 Oct 08, 2026
HighTower Advisors, LLC History No change 421,335 21,509 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 417,180 21,297 0.08% 0.08% 24 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 415,000 21,185 1.6% 1.6% 25 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 412,507 21,058 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 288,188 14,711 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History No change 283,149 14,454 0.63% 0.63% 28 0 0.0% Q2 2026 Aug 14, 2026
Ovata Capital Management Ltd History No change 265,558 13,538 1.02% 1.02% 29 0 0.0% Q2 2026 Jul 30, 2026
Quadrature Capital Ltd History No change 248,454 12,683 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 06, 2026
Compass Ion Advisors, LLC History No change 242,288 12,368 1.07% 1.07% 31 0 0.0% Q2 2026 Aug 12, 2026
Atomic Invest LLC History No change 229,404 12,042 1.06% 1.06% 32 0 0.0% Q2 2026 Sep 25, 2026
WINTON GROUP Ltd History No change 218,078 11,132 0.36% 0.36% 33 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 216,500 11,052 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 13, 2026
Atlas Wealth Partners, LLC History No change 216,461 11,050 12.07% 12.07% 35 0 0.0% Q2 2026 Jul 27, 2026
Jump Financial, LLC History No change 211,771 10,810 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 192,511 9,827 0.03% 0.03% 37 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 192,363 9,820 0.02% 0.02% 38 0 0.0% Q2 2026 Jul 27, 2026
Walleye Trading LLC History No change 190,269 9,713 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 03, 2026
OSAIC HOLDINGS, INC. History No change 181,794 9,280 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 181,320 9,256 0.38% 0.38% 41 0 0.0% Q2 2026 Aug 14, 2026
Berman McAleer LLC History No change 175,261 8,947 1.04% 1.04% 42 0 0.0% Q2 2026 Jul 16, 2026
Citrine Capital LLC History No change 167,780 8,565 3.17% 3.17% 43 0 0.0% Q2 2026 Jul 23, 2026
Bayshore Capital Advisors, LLC History No change 167,499 8,550 3.99% 3.99% 44 0 0.0% Q2 2026 Jul 22, 2026
Great Point Wealth Advisors, LLC History No change 166,142 8,481 1.37% 1.37% 45 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 164,541 8,399 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 113,787 8,343 2.4% 1.34% 48 +24,638 27.64% Q3 2026 Oct 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 163,437 8,343 0.01% 0.01% 47 0 0.0% Q2 2026 Jul 29, 2026
Parcion Private Wealth LLC History No change 163,257 8,334 0.46% 0.46% 49 0 0.0% Q2 2026 Jul 27, 2026
Arkos Global Advisors History No change 156,831 8,006 0.95% 0.95% 50 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 156,056 7,966 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 155,785 7,953 0.05% 0.05% 52 0 0.0% Q2 2026 Jul 20, 2026
Creative Planning History No change 152,248 7,772 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 141,996 7,248 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 123,587 6,309 0.07% 0.07% 55 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History No change 123,438 6,301 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 122,633 6,260 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 118,895 6,069 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 11, 2026
Alamea Verwaltungs GmbH History No change 117,771 6,012 4.8% 4.8% 59 0 0.0% Q2 2026 Aug 13, 2026
COURAGE CAPITAL MANAGEMENT LLC History No change 115,865 5,915 8.79% 8.79% 60 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 111,382 5,686 0.04% 0.04% 61 0 0.0% Q2 2026 Aug 12, 2026
Wealth Quarterback LLC History No change 110,423 5,637 1.74% 1.74% 62 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 109,405 5,585 0.23% 0.23% 63 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Added to 75,510 5,485 0.04% 0.02% 64 +13,969 22.7% Q3 2026 Oct 08, 2026
GOLDMAN SACHS GROUP INC History No change 105,840 5,403 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 105,375 5,379 1.37% 1.37% 66 0 0.0% Q2 2026 Aug 06, 2026
SevenBridge Financial Group, LLC History No change 93,147 5,265 0.77% 0.77% 67 0 0.0% Q2 2026 Aug 12, 2026
Allegheny Financial Group History No change 102,569 5,236 0.56% 0.56% 68 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 101,869 5,200 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 101,644 5,188 0.06% 0.06% 70 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 99,662 5,087 0.04% 0.04% 71 0 0.0% Q2 2026 Jul 27, 2026
Sepio Capital, LP History No change 95,806 4,890 0.25% 0.25% 72 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 94,985 4,849 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 90,014 4,595 0.29% 0.29% 74 0 0.0% Q2 2026 Jul 08, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 89,506 4,569 0.75% 0.75% 75 0 0.0% Q2 2026 Jul 27, 2026
EP Wealth Advisors, LLC History No change 88,593 4,522 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 86,368 4,409 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 27, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 85,233 4,351 3.12% 3.12% 78 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 83,023 4,238 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 75,404 4,193 0.01% 0.01% 80 0 0.0% Q2 2026 Jul 15, 2026
Mutual Advisors, LLC History No change 80,383 4,103 0.08% 0.08% 81 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 80,013 4,084 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 71,825 3,959 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 72,984 3,725 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD History No change 71,677 3,659 0.02% 0.02% 85 0 0.0% Q2 2026 Jul 20, 2026
First Heartland Consultants, Inc. History Reduced 49,992 3,631 0.24% 0.17% 86 -2,953 -5.58% Q3 2026 Oct 08, 2026
MAD RIVER INVESTORS History No change 70,369 3,592 1.34% 1.34% 87 0 0.0% Q2 2026 Aug 03, 2026
EVEXIA WEALTH LLC History No change 63,434 3,526 0.95% 0.95% 88 0 0.0% Q2 2026 Aug 07, 2026
DecisionMap Wealth Management, LLC History No change 65,390 3,338 1.87% 1.87% 89 0 0.0% Q2 2026 Jul 21, 2026
PYA Waltman Capital, LLC History No change 64,923 3,314 0.79% 0.79% 90 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 64,721 3,304 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
AM INVESTMENT STRATEGIES LLC History No change 64,380 3,287 0.63% 0.63% 92 0 0.0% Q2 2026 Jul 16, 2026
SFMG, LLC History No change 63,247 3,228 0.19% 0.19% 93 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 62,903 3,211 0.1% 0.1% 94 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 62,642 3,197 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 11, 2026
Milestone Asset Management Group, LLC History No change 62,545 3,192 1.61% 1.61% 96 0 0.0% Q2 2026 Jul 30, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 61,819 3,155 1.24% 1.24% 97 0 0.0% Q2 2026 Jul 21, 2026
ELEMENT POINTE ADVISORS, LLC History No change 60,029 3,064 0.49% 0.49% 98 0 0.0% Q2 2026 Aug 07, 2026
Smart Money Group LLC History No change 59,633 3,044 0.78% 0.78% 99 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Advisors Inc. History No change 59,471 3,035 0.52% 0.52% 100 0 0.0% Q2 2026 Jul 16, 2026
PTM WEALTH MANAGEMENT, LLC History No change 54,323 3,032 1.37% 1.37% 101 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 58,955 3,009 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 15, 2026
Farringdon Capital, Ltd. History No change 58,767 3,000 1.49% 1.49% 103 0 0.0% Q2 2026 Aug 12, 2026
Avenir Tech Ltd History No change 58,616 2,992 0.45% 0.45% 104 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 41,174 2,990 0.06% 0.04% 105 +2,322 5.98% Q3 2026 Oct 08, 2026
Advisory Services Network, LLC History No change 54,812 2,798 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 54,457 2,780 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
KDK Private Wealth Management, LLC History No change 54,002 2,756 2.29% 2.29% 108 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 53,790 2,745 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 52,099 2,659 0.04% 0.04% 110 0 0.0% Q2 2026 Aug 07, 2026
LFG Wealth Partners, LLC History No change 51,869 2,647 1.24% 1.24% 111 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 50,194 2,562 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 18, 2026
Abundance Wealth Counselors History No change 49,996 2,552 0.17% 0.17% 113 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 49,145 2,508 0.13% 0.13% 114 0 0.0% Q2 2026 Jul 23, 2026
IPG Investment Advisors LLC History No change 48,962 2,499 0.36% 0.36% 115 0 0.0% Q2 2026 Aug 12, 2026
PROMETHIUM ADVISORS,LLC History No change 48,532 2,477 1.19% 1.19% 116 0 0.0% Q2 2026 Aug 05, 2026
Haven Private, LLC History No change 46,555 2,376 0.9% 0.9% 117 0 0.0% Q2 2026 Jul 28, 2026
Traynor Capital Management, Inc. History No change 45,867 2,341 0.11% 0.11% 118 0 0.0% Q2 2026 Jul 22, 2026
MISSION WEALTH MANAGEMENT, LP History No change 45,710 2,333 0.03% 0.03% 119 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 45,679 2,331 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History No change 43,715 2,325 2.29% 2.29% 121 0 0.0% Q2 2026 Aug 06, 2026
Virtu Financial LLC History No change 45,452 2,320 0.07% 0.07% 122 0 0.0% Q2 2026 Aug 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 44,310 2,262 0.5% 0.5% 123 0 0.0% Q2 2026 Jul 29, 2026
Fiduciary Alliance LLC History No change 43,631 2,227 0.15% 0.15% 124 0 0.0% Q2 2026 Jul 20, 2026
SCS Capital Management LLC History No change 43,492 2,220 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 06, 2026
NorthCoast Asset Management LLC History No change 43,154 2,203 0.05% 0.05% 126 0 0.0% Q2 2026 Aug 12, 2026
Van Hulzen Asset Management, LLC History No change 43,043 2,197 0.16% 0.16% 127 0 0.0% Q2 2026 Aug 13, 2026
Pasadena Private Wealth, LLC History No change 41,493 2,118 0.27% 0.27% 128 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 41,405 2,113 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 07, 2026
Financial Designs Corp History Added to 29,016 2,107 1.08% 0.77% 130 +880 3.13% Q3 2026 Oct 08, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 40,882 2,087 1.0% 1.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Spectrum Strategic Capital Management, LLC History No change 40,810 2,083 1.03% 1.03% 132 0 0.0% Q2 2026 Aug 14, 2026
QTR Family Wealth, LLC History No change 40,017 2,042 0.71% 0.71% 133 0 0.0% Q2 2026 Jul 27, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 39,742 2,028 0.25% 0.25% 134 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 39,686 2,025 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 06, 2026
Joel Isaacson & Co., LLC History No change 39,244 2,003 0.06% 0.06% 136 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 39,142 1,998 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 38,310 1,955 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 38,191 1,949 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 19, 2026
Sivia Capital Partners, LLC History No change 35,752 1,825 0.22% 0.22% 140 0 0.0% Q2 2026 Jul 23, 2026
Bank of New York Mellon Corp History No change 35,513 1,812 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 06, 2026
Claar Advisors LLC History No change 35,000 1,786 0.58% 0.58% 142 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 35,003 1,786 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 03, 2026
LaSalle St. Investment Advisors, LLC History No change 34,952 1,784 0.22% 0.22% 144 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 34,904 1,781 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 34,221 1,746 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 12, 2026
Garde Capital, Inc. History No change 34,083 1,739 0.08% 0.08% 147 0 0.0% Q2 2026 Jul 31, 2026
Strategies Wealth Advisors, LLC History No change 33,962 1,733 0.16% 0.16% 148 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 33,428 1,706 0.1% 0.1% 149 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 33,327 1,701 0.2% 0.2% 150 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 33,084 1,688 0.03% 0.03% 151 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History No change 22,800 1,656 0.04% 0.03% 152 0 0.0% Q3 2026 Oct 07, 2026
Signal Advisors Wealth, LLC History No change 32,084 1,637 0.08% 0.08% 153 0 0.0% Q2 2026 Aug 04, 2026
Innovative Advisory Group, LLC History No change 32,035 1,635 1.24% 1.24% 154 0 0.0% Q2 2026 Sep 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 31,753 1,620 0.09% 0.09% 155 0 0.0% Q2 2026 Aug 13, 2026
Wellspring Financial Advisors, LLC History No change 30,956 1,580 0.1% 0.1% 156 0 0.0% Q2 2026 Jul 20, 2026
Modus Advisors, LLC History No change 30,690 1,566 0.39% 0.39% 157 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 30,647 1,564 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 10, 2026
SMART Wealth LLC History No change 30,610 1,562 0.34% 0.34% 159 0 0.0% Q2 2026 Aug 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 30,533 1,558 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 23, 2026
Wedmont Private Capital History Reduced 21,814 1,550 0.04% 0.03% 161 -250 -1.13% Q3 2026 Oct 09, 2026
Abound Wealth Management History No change 30,221 1,542 0.31% 0.31% 162 0 0.0% Q2 2026 Jul 10, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 29,878 1,525 0.63% 0.63% 163 0 0.0% Q2 2026 Jul 24, 2026
Firestone Capital Management History No change 29,780 1,520 0.28% 0.28% 164 0 0.0% Q2 2026 Jul 31, 2026
Guild Investment Management, Inc. History No change 29,587 1,510 1.03% 1.03% 165 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 29,525 1,507 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 18, 2026
Arete Wealth Advisors, LLC History No change 29,323 1,496 0.1% 0.1% 167 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 29,274 1,494 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
180 WEALTH ADVISORS, LLC History No change 29,198 1,490 0.15% 0.15% 169 0 0.0% Q2 2026 Jul 07, 2026
WealthPlan Investment Management, LLC History No change 29,141 1,487 0.07% 0.07% 170 0 0.0% Q2 2026 Jul 28, 2026
Pathstone Holdings, LLC History No change 28,531 1,456 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Precision Wealth Strategies, LLC History No change 28,456 1,452 0.44% 0.44% 172 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 28,184 1,438 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 03, 2026
Alchemi Wealth, LLC History No change 28,144 1,436 0.67% 0.67% 174 0 0.0% Q2 2026 Jul 29, 2026
Madison Park Capital Advisors, LLC History No change 6,744 1,434 1.02% 1.02% 175 0 0.0% Q2 2026 Jul 07, 2026
High Note Wealth, LLC History No change 27,801 1,419 0.24% 0.24% 176 0 0.0% Q2 2026 Jul 23, 2026
LifeGoal Investments, LLC History No change 19,381 1,407 0.43% 0.45% 177 0 0.0% Q3 2026 Oct 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 27,474 1,402 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 27,420 1,399 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 13, 2026
Fort Point Capital Partners LLC History No change 27,393 1,398 0.1% 0.1% 180 0 0.0% Q2 2026 Aug 14, 2026
VISTA FINANCE, LLC History No change 27,288 1,393 0.78% 0.78% 181 0 0.0% Q2 2026 Jul 16, 2026
Permian Investment Partners, LP History No change 27,000 1,378 0.15% 0.15% 182 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 26,993 1,378 0.04% 0.04% 183 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 26,818 1,369 0.01% 0.01% 184 0 0.0% Q2 2026 Sep 08, 2026
COFG Advisors, LLC History No change 26,274 1,341 0.23% 0.23% 185 0 0.0% Q2 2026 Aug 14, 2026
Peloton Wealth Strategists History No change 26,153 1,335 0.49% 0.49% 186 0 0.0% Q2 2026 Aug 10, 2026
BANK OF AMERICA CORP /DE/ History No change 25,977 1,326 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 25,811 1,318 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 25,619 1,307 0.12% 0.12% 189 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 21,653 1,274 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 24,759 1,263 0.01% 0.01% 191 0 0.0% Q2 2026 Jul 20, 2026
Atria Investments, Inc History No change 24,542 1,252 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History No change 24,498 1,250 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 23,996 1,225 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 06, 2026
BEARING POINT CAPITAL, LLC History No change 23,756 1,212 0.16% 0.16% 195 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 23,448 1,197 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 10, 2026
Objective Capital Management, LLC History No change 23,436 1,196 1.06% 1.06% 197 0 0.0% Q2 2026 Jul 20, 2026
JT Stratford LLC History No change 23,428 1,195 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 14, 2026
Cane Capital Partners, LLC History No change 23,340 1,191 0.47% 0.47% 199 0 0.0% Q2 2026 Aug 05, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 22,609 1,160 0.41% 0.41% 200 0 0.0% Q2 2026 Aug 11, 2026
Highland Financial Advisors, LLC History No change 22,085 1,127 0.25% 0.25% 201 0 0.0% Q2 2026 Jul 09, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 22,010 1,123 0.61% 0.61% 202 0 0.0% Q2 2026 Aug 11, 2026
SkyOak Wealth, LLC History No change 21,944 1,120 0.18% 0.18% 203 0 0.0% Q2 2026 Jul 30, 2026
Camelot Portfolios, LLC History No change 21,402 1,092 0.76% 0.76% 204 0 0.0% Q2 2026 Jul 17, 2026
Principle Wealth Partners LLC History No change 21,166 1,080 0.05% 0.05% 205 0 0.0% Q2 2026 Aug 07, 2026
Mills Wealth Advisors LLC History No change 21,033 1,073 0.34% 0.34% 206 0 0.0% Q2 2026 Jul 07, 2026
Financial Management Professionals, Inc. History No change 20,798 1,061 0.1% 0.1% 207 0 0.0% Q2 2026 Jul 09, 2026
Bryn Mawr Trust Advisors, LLC History No change 20,785 1,061 0.05% 0.05% 208 0 0.0% Q2 2026 Aug 03, 2026
Sankala Group LLC History No change 18,763 1,055 0.7% 0.7% 209 0 0.0% Q2 2026 Aug 18, 2026
WEALTH ALLIANCE, LLC History No change 20,292 1,035 0.09% 0.09% 210 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 20,181 1,030 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 19,826 1,012 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 05, 2026
Hubbell Strickland Wealth Management, LLC History No change 19,737 1,007 0.36% 0.36% 213 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 19,742 1,007 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 10, 2026
Financial Partners Group, Inc History No change 19,664 1,003 0.1% 0.1% 215 0 0.0% Q2 2026 Jul 23, 2026
Aries Wealth Management History No change 19,096 974 0.19% 0.19% 216 0 0.0% Q2 2026 Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 18,640 951 0.18% 0.18% 217 0 0.0% Q2 2026 Aug 06, 2026
Sovran Advisors, LLC History No change 16,921 939 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 29, 2026
GK Wealth Management LLC History Reduced 12,823 931 0.52% 0.64% 219 -11,134 -46.47% Q3 2026 Oct 09, 2026
GAMCO INVESTORS, INC. ET AL History No change 18,100 924 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 17,679 902 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 05, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 12,251 889 0.14% 0.11% 222 -481 -3.78% Q3 2026 Oct 08, 2026
Benchmark Financial Wealth Advisors, LLC History No change 17,406 888 0.22% 0.22% 223 0 0.0% Q2 2026 Jul 17, 2026
Soltis Investment Advisors LLC History No change 17,167 876 0.05% 0.05% 224 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 17,121 874 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 11, 2026
JSF Financial, LLC History No change 17,059 870 0.14% 0.14% 226 0 0.0% Q2 2026 Jul 28, 2026
Osbon Capital Management LLC History No change 16,921 863 0.68% 0.68% 227 0 0.0% Q2 2026 Aug 13, 2026
MTM Investment Management, LLC History No change 16,741 854 0.24% 0.24% 228 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 16,719 853 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 12, 2026
Revisor Wealth Management LLC History No change 16,723 853 0.2% 0.2% 230 0 0.0% Q2 2026 Jul 21, 2026
CONDOR CAPITAL MANAGEMENT History No change 16,571 845 0.06% 0.06% 231 0 0.0% Q2 2026 Aug 12, 2026
Mustard Seed Financial, LLC History No change 16,497 842 0.44% 0.44% 232 0 0.0% Q2 2026 Aug 05, 2026
Bedel Financial Consulting, Inc. History No change 16,368 835 0.08% 0.08% 233 0 0.0% Q2 2026 Jul 29, 2026
Proficio Capital Partners LLC History No change 16,075 820 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 14, 2026
Clark Wealth Partners History No change 16,006 817 0.46% 0.46% 235 0 0.0% Q2 2026 Jul 28, 2026
Timber Creek Capital Management LLC History No change 15,737 803 0.16% 0.16% 236 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 15,641 798 0.35% 0.35% 237 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 15,602 796 0.04% 0.04% 238 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 15,596 796 0.04% 0.04% 239 0 0.0% Q2 2026 Aug 11, 2026
CIM, LLC History No change 15,480 790 0.1% 0.1% 240 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 15,245 778 0.06% 0.06% 241 0 0.0% Q2 2026 Jul 16, 2026
Waldron Private Wealth LLC History No change 15,080 769 0.03% 0.03% 242 0 0.0% Q2 2026 Jul 20, 2026
WESCAP Management Group, Inc. History No change 14,901 760 0.14% 0.14% 243 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 14,883 759 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 10, 2026
CFO4Life Group, LLC History No change 14,861 758 0.1% 0.1% 245 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 14,803 755 0.02% 0.02% 246 0 0.0% Q2 2026 Jul 29, 2026
Marietta Wealth Management, LLC History No change 14,470 738 0.08% 0.08% 247 0 0.0% Q2 2026 Aug 03, 2026
KFG WEALTH MANAGEMENT, LLC History No change 14,372 733 0.08% 0.08% 248 0 0.0% Q2 2026 Jul 22, 2026
Strata Wealth Advisors, LLC History No change 14,373 733 0.18% 0.18% 249 0 0.0% Q2 2026 Aug 05, 2026
National Wealth Management Group, LLC History No change 14,286 729 0.23% 0.23% 250 0 0.0% Q2 2026 Jul 14, 2026
Ancora Advisors LLC History No change 14,145 722 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 9,747 714 0.1% 0.08% 252 0 0.0% Q3 2026 Oct 08, 2026
Five Pine Wealth Management History No change 13,984 713 0.4% 0.4% 253 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 13,959 712 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 12, 2026
Upper Left Wealth Management, LLC History No change 13,774 703 0.39% 0.39% 255 0 0.0% Q2 2026 Jul 14, 2026
Sunesis Advisors, LLC History No change 13,761 702 0.29% 0.29% 256 0 0.0% Q2 2026 Jul 10, 2026
VESTOR CAPITAL, LLC History No change 5,050 690 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 28, 2026
Falcon Wealth Planning History No change 13,502 689 0.04% 0.04% 258 0 0.0% Q2 2026 Jul 13, 2026
Diversify Advisory Services, LLC History No change 12,194 689 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 12,194 689 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History No change 13,449 686 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 13,300 678 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History Reduced 9,300 675 0.15% 0.11% 263 -30 -0.32% Q3 2026 Oct 08, 2026
Citizens National Bank Trust Department History No change 13,055 666 0.1% 0.1% 264 0 0.0% Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History No change 12,839 655 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 24, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 12,827 654 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 28, 2026
EAGLE GLOBAL ADVISORS LLC History No change 12,800 653 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 30, 2026
Eagle Strategies LLC History No change 12,699 648 0.06% 0.06% 268 0 0.0% Q2 2026 Jul 21, 2026
Curi Capital, LLC History No change 12,662 646 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
Rochester Wealth Strategies, LLC History No change 12,616 644 0.36% 0.36% 270 0 0.0% Q2 2026 Jul 22, 2026
Bauman Advisory Group, LLC History No change 12,632 644 0.34% 0.34% 271 0 0.0% Q2 2026 Aug 04, 2026
Pure Financial Advisors, LLC History No change 12,606 643 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 14, 2026
Wiser Wealth Management, Inc History No change 12,580 642 0.12% 0.12% 273 0 0.0% Q2 2026 Jul 14, 2026
TCW GROUP INC History No change 12,553 640 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 03, 2026
Headlands Technologies LLC History No change 12,480 637 0.07% 0.07% 275 0 0.0% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 12,497 637 0.02% 0.02% 276 0 0.0% Q2 2026 Jul 31, 2026
Estate Planners Group, LLC History No change 12,437 634 0.29% 0.29% 277 0 0.0% Q2 2026 Aug 13, 2026
Synergy Financial Group, LTD History No change 12,357 630 0.45% 0.45% 278 0 0.0% Q2 2026 Aug 04, 2026
Wealth Group Ltd History Reduced 8,477 621 0.12% 0.11% 280 -2,613 -23.56% Q3 2026 Oct 07, 2026
Clear Creek Financial Management, LLC History No change 12,173 621 0.04% 0.04% 279 0 0.0% Q2 2026 Jul 27, 2026
Investment Advisory Services Group LLC History No change 12,034 614 0.45% 0.45% 281 0 0.0% Q2 2026 Jul 29, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 11,887 606 0.08% 0.08% 282 0 0.0% Q2 2026 Jul 24, 2026
Sequoia Financial Advisors, LLC History No change 11,789 601 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 17, 2026
Sound Portfolio Advisors, LLC History No change 11,760 600 0.43% 0.43% 284 0 0.0% Q2 2026 Aug 06, 2026
Lansing Street Advisors History No change 11,627 593 0.13% 0.13% 285 0 0.0% Q2 2026 Jul 24, 2026
Canvas Wealth Advisors, LLC History No change 11,613 592 0.08% 0.08% 286 0 0.0% Q2 2026 Jul 10, 2026
Meridian Wealth Advisors, LLC History No change 11,500 587 0.07% 0.07% 287 0 0.0% Q2 2026 Aug 14, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 11,457 584 0.1% 0.1% 288 0 0.0% Q2 2026 Jul 21, 2026
Forum Financial Management, LP History No change 11,300 576 0.01% 0.01% 289 0 0.0% Q2 2026 Jul 23, 2026
Warren Street Wealth Advisors, LLC History No change 11,264 575 0.13% 0.13% 290 0 0.0% Q2 2026 Jul 22, 2026
GWN SECURITIES INC. History No change 11,132 568 0.09% 0.09% 291 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 10,195 563 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 07, 2026
AXQ CAPITAL, LP History No change 10,894 556 0.06% 0.06% 293 0 0.0% Q2 2026 Aug 06, 2026
GC Wealth Management RIA, LLC History No change 10,891 555 0.03% 0.03% 294 0 0.0% Q2 2026 Jul 16, 2026
Cadia Private Client LLC History No change 10,776 550 0.39% 0.39% 295 0 0.0% Q2 2026 Aug 11, 2026
Endowment Wealth Management, Inc. History No change 10,706 546 0.21% 0.21% 296 0 0.0% Q2 2026 Aug 05, 2026
Basecamp Wealth Advisors LLC History No change 10,565 539 0.1% 0.1% 297 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 10,556 538 0.03% 0.03% 298 0 0.0% Q2 2026 Aug 14, 2026
Kapstone Financial Advisors LLC History No change 10,505 536 0.22% 0.22% 299 0 0.0% Q2 2026 Aug 07, 2026
Verus Financial Partners, Inc. History No change 10,447 533 0.05% 0.05% 300 0 0.0% Q2 2026 Jul 21, 2026
Parkside Financial Bank & Trust History No change 10,367 529 0.04% 0.04% 301 0 0.0% Q2 2026 Sep 04, 2026
INSTRUMENTAL WEALTH, LLC History No change 10,345 528 0.27% 0.27% 302 0 0.0% Q2 2026 Jul 16, 2026
Spartan Wealth Advisory Services LLC History No change 10,323 526 0.04% 0.04% 303 0 0.0% Q2 2026 Aug 05, 2026
SWEENEY & MICHEL, LLC History No change 9,280 524 0.14% 0.14% 304 0 0.0% Q2 2026 Aug 10, 2026
Secure Asset Management, LLC History No change 10,084 514 0.07% 0.07% 305 0 0.0% Q2 2026 Jul 15, 2026
M. Kulyk & Associates, LLC History No change 9,983 509 0.08% 0.08% 306 0 0.0% Q2 2026 Aug 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 9,914 506 0.07% 0.07% 307 0 0.0% Q2 2026 Aug 12, 2026
Crestwood Advisors Group, LLC History No change 9,874 504 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 03, 2026
Samalin Investment Counsel, LLC History No change 9,874 504 0.16% 0.16% 309 0 0.0% Q2 2026 Jul 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 9,291 502 0.12% 0.12% 310 0 0.0% Q2 2026 Aug 06, 2026
Clientfirst Wealth Management, LLC History No change 9,793 499 0.41% 0.41% 311 0 0.0% Q2 2026 Jul 30, 2026
EQUITABLE TRUST CO History No change 9,763 498 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 23, 2026
Wealth Dimensions Group, Ltd. History No change 9,664 493 0.09% 0.09% 313 0 0.0% Q2 2026 Jul 22, 2026
OneDigital Investment Advisors LLC History No change 9,657 492 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 9,633 491 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
RAHLFS CAPITAL, LLC History No change 9,550 487 0.36% 0.36% 316 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 9,513 485 0.03% 0.03% 317 0 0.0% Q2 2026 Jul 21, 2026
Activest Wealth Management History No change 9,451 482 0.09% 0.09% 318 0 0.0% Q2 2026 Jul 16, 2026
Belvedere Trading LLC History No change 9,330 476 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 31, 2026
WESBANCO BANK INC History No change 9,185 468 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 28, 2026
Delta Investment Management, LLC History No change 9,079 463 0.08% 0.08% 321 0 0.0% Q2 2026 Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 8,965 457 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 8,949 456 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 31, 2026
TECTONIC ADVISORS LLC History No change 8,944 456 0.02% 0.02% 324 0 0.0% Q2 2026 Jul 15, 2026
Kiker Wealth Management, LLC History No change 8,927 455 0.18% 0.18% 325 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 8,973 455 0.05% 0.05% 326 0 0.0% Q2 2026 Aug 13, 2026
Worth Asset Management, LLC History Added to 6,211 451 0.13% 0.1% 328 +382 6.55% Q3 2026 Oct 07, 2026
OneAscent Financial Services LLC History No change 8,844 451 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 11, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 8,854 451 0.31% 0.31% 329 0 0.0% Q2 2026 Jul 22, 2026
TWO SIGMA SECURITIES, LLC History No change 8,781 448 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 8,760 447 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 04, 2026
Massachusetts Wealth Management History No change 8,767 447 0.17% 0.17% 332 0 0.0% Q2 2026 Aug 03, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 8,756 446 1.26% 1.26% 333 0 0.0% Q2 2026 Jul 30, 2026
EVERETT HARRIS & CO /CA/ History No change 8,709 444 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 8,451 431 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 8,428 430 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 20, 2026
Intellectus Partners, LLC History No change 8,436 430 0.07% 0.07% 337 0 0.0% Q2 2026 Aug 12, 2026
Platform Technology Partners History No change 8,408 429 0.07% 0.07% 338 0 0.0% Q2 2026 Jul 24, 2026
ASSOCIATED BANC-CORP History No change 8,352 426 0.01% 0.01% 339 0 0.0% Q2 2026 Jul 31, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 8,350 426 0.09% 0.09% 340 0 0.0% Q2 2026 Jul 27, 2026
Alpha Financial Partners LLC History No change 8,246 420 0.22% 0.22% 341 0 0.0% Q2 2026 Aug 11, 2026
Weil Company, Inc. History No change 8,140 415 0.07% 0.07% 342 0 0.0% Q2 2026 Aug 05, 2026
MATAURO, LLC History No change 8,134 415 0.05% 0.05% 343 0 0.0% Q2 2026 Jul 21, 2026
Anson Capital, Inc. History No change 8,093 413 0.27% 0.27% 344 0 0.0% Q2 2026 Jul 29, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 8,033 410 0.16% 0.16% 345 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 8,000 408 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
SkyView Investment Advisors, LLC History No change 8,000 408 0.32% 0.32% 347 0 0.0% Q2 2026 Sep 14, 2026
Wilmington Savings Fund Society, FSB History No change 7,991 407 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 7,978 407 0.02% 0.02% 349 0 0.0% Q2 2026 Jul 23, 2026
Ausdal Financial Partners, Inc. History No change 7,910 403 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 6,668 393 0.05% 0.05% 351 0 0.0% Q2 2026 Aug 05, 2026
Ellis Investment Partners, LLC History No change 7,635 389 0.06% 0.06% 352 0 0.0% Q2 2026 Aug 05, 2026
East Coast Asset Management, LLC. History No change 7,550 385 0.11% 0.11% 353 0 0.0% Q2 2026 Aug 14, 2026
Broussard Financial Group LLC History No change 7,460 380 0.3% 0.3% 354 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 7,419 378 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 04, 2026
Guidance Point Advisors, LLC History No change 7,336 374 0.08% 0.08% 356 0 0.0% Q2 2026 Jul 31, 2026
Corps Capital Advisors, LLC History No change 7,322 373 0.3% 0.3% 357 0 0.0% Q2 2026 Jul 22, 2026
Solstein Capital, LLC History No change 7,249 370 0.13% 0.13% 358 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History Reduced 5,082 369 0.03% 0.02% 359 -415 -7.55% Q3 2026 Oct 07, 2026
Pine Valley Investments Ltd Liability Co History No change 7,207 367 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 24, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 7,077 361 0.03% 0.03% 361 0 0.0% Q2 2026 Jul 09, 2026
J.W. COLE ADVISORS, INC. History No change 6,933 353 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 6,896 352 0.02% 0.02% 363 0 0.0% Q2 2026 Aug 11, 2026
Shade Tree Advisors LLC History No change 6,894 351 0.2% 0.2% 364 0 0.0% Q2 2026 Aug 04, 2026
Centerpoint Advisors, LLC History No change 6,778 346 0.1% 0.1% 365 0 0.0% Q2 2026 Aug 05, 2026
Westover Capital Advisors, LLC History No change 6,735 343 0.06% 0.06% 366 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisors, LLC History No change 6,605 337 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Advisors Inc. History No change 6,038 335 0.02% 0.02% 368 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 6,556 334 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 11, 2026
SteelPeak Wealth, LLC History No change 6,511 332 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 13, 2026
Mirador Capital Partners LP History New 4,555 330 0.04% — 372 +4,555 New Q3 2026 Oct 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,483 330 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 12, 2026
Legacy Financial Advisors, Inc. History No change 6,449 329 0.04% 0.04% 373 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,429 328 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 07, 2026
StoryOne LLC History No change 6,412 327 0.15% 0.15% 375 0 0.0% Q2 2026 Jul 24, 2026
Union Bancaire Privee, UBP SA History No change 7,690 326 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 16, 2026
Crown Wealth Group, LLC History No change 6,352 324 0.08% 0.08% 377 0 0.0% Q2 2026 Jul 21, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 6,325 323 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 29, 2026
Prasad Wealth Partners, LLC History No change 6,254 319 0.08% 0.08% 379 0 0.0% Q2 2026 Jul 29, 2026
Moors & Cabot, Inc. History No change 6,240 318 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 6,194 316 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 6,156 314 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,155 314 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 15, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 6,170 314 0.19% 0.19% 384 0 0.0% Q2 2026 Aug 13, 2026
Heritage Trust Co History No change 6,130 312 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 06, 2026
WEALTH EFFECTS LLC History No change 6,005 306 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 06, 2026
Drucker Wealth 3.0, LLC History No change 6,009 306 0.05% 0.05% 387 0 0.0% Q2 2026 Jul 13, 2026
Sowell Financial Services LLC History No change 5,966 304 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 17, 2026
CENTRAL TRUST Co History No change 5,922 302 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 31, 2026
Asset Dedication, LLC History No change 5,895 300 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 30, 2026
Werba Rubin Papier Wealth Management History No change 5,878 300 0.04% 0.04% 391 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 5,804 296 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 12, 2026
Redhawk Wealth Advisors, Inc. History No change 5,780 295 0.03% 0.03% 393 0 0.0% Q2 2026 Jul 09, 2026
Stokes Family Office, LLC History No change 5,784 295 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 5,795 295 0.08% 0.08% 395 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 5,774 294 0.02% 0.02% 396 0 0.0% Q2 2026 Jul 31, 2026
Avior Wealth Management, LLC History No change 5,743 293 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 07, 2026
Beacon Capital Management, LLC History No change 5,729 292 0.04% 0.04% 398 0 0.0% Q2 2026 Jul 29, 2026
CLG LLC History No change 5,726 292 0.06% 0.06% 399 0 0.0% Q2 2026 Jul 16, 2026
YHB Investment Advisors, Inc. History New 4,004 290 0.02% — 401 +4,004 New Q3 2026 Oct 08, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 5,681 290 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 11, 2026
CMG Global Holdings, LLC History No change 5,633 287 0.12% 0.12% 402 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 5,470 287 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,590 285 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 5,518 281 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 11, 2026
Sandy Cove Advisors, LLC History No change 5,520 281 0.07% 0.07% 406 0 0.0% Q2 2026 Jul 07, 2026
Dorsey & Whitney Trust CO LLC History No change 5,502 280 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 14, 2026
Clarus Group, Inc. History No change 5,500 280 0.09% 0.09% 408 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 5,476 279 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 5,481 279 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 5,450 278 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 10, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 5,464 278 0.11% 0.11% 412 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,428 277 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 04, 2026
Wealth Management Nebraska History No change 5,445 277 0.02% 0.02% 414 0 0.0% Q2 2026 Jul 27, 2026
Rehmann Capital Advisory Group History No change 5,419 276 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 20, 2026
APPLETON PARTNERS INC/MA History No change 5,361 274 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 21, 2026
Gryphon Financial Partners LLC History No change 5,380 274 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 5,374 274 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 23, 2026
Allied Private Wealth LLC History No change 5,075 274 0.18% 0.18% 419 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,361 273 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 5,350 273 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 29, 2026
Truvestments Capital LLC History No change 5,316 271 0.04% 0.04% 422 0 0.0% Q2 2026 Aug 12, 2026
Ballew Advisors, Inc History New 3,681 269 0.13% — 423 +3,681 New Q3 2026 Oct 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 4,852 268 0.09% 0.09% 424 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 5,268 268 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 05, 2026
Avestar Capital, LLC History No change 5,236 267 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 29, 2026
AMG National Trust Bank History No change 5,205 265 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 06, 2026
Claro Advisors Inc. History No change 5,208 265 0.03% 0.03% 428 0 0.0% Q2 2026 Jul 30, 2026
Marble Wealth, LLC History No change 5,172 264 0.04% 0.04% 429 0 0.0% Q2 2026 Aug 07, 2026
SENTINEL PENSION ADVISORS, LLC History No change 4,674 260 0.03% 0.03% 430 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 5,080 259 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 12, 2026
Trek Financial, LLC History No change 5,074 259 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 13, 2026
IVC Wealth Advisors LLC History No change 5,057 258 0.1% 0.1% 433 0 0.0% Q2 2026 Jul 14, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 5,042 257 0.05% 0.05% 434 0 0.0% Q2 2026 Jul 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 5,015 256 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 17, 2026
McAdam, LLC History No change 5,032 256 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 04, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,010 255 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 31, 2026
AlphaCore Capital LLC History No change 5,002 255 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 06, 2026
Intentional Wealth Strategies, LLC History No change 5,009 255 0.24% 0.24% 439 0 0.0% Q2 2026 Jul 28, 2026
Chicago Capital, LLC History No change 4,990 254 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 27, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,987 254 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 14, 2026
AA Financial Advisors, LLC History No change 4,978 254 0.03% 0.03% 442 0 0.0% Q2 2026 Jul 17, 2026
Summit Trail Advisors, LLC History No change 4,965 253 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 4,296 253 0.04% 0.04% 444 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Financial Partners, Inc. History No change 4,961 253 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 14, 2026
Rather & Kittrell, Inc. History No change 4,952 252 0.04% 0.04% 446 0 0.0% Q2 2026 Aug 12, 2026
Smallwood Wealth Investment Management, LLC History No change 4,946 252 0.11% 0.11% 447 0 0.0% Q2 2026 Jul 23, 2026
BridgePort Financial Solutions, LLC History No change 4,956 252 0.06% 0.06% 448 0 0.0% Q2 2026 Jul 24, 2026
PUFF WEALTH MANAGEMENT, LLC History New 3,448 250 0.24% — 450 +3,448 New Q3 2026 Oct 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,916 250 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 4,860 248 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 4,813 245 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 28, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 3,332 242 0.02% — 454 +3,332 New Q3 2026 Oct 08, 2026
Stone House Investment Management, LLC History No change 4,750 242 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 05, 2026
Principia Wealth Advisory, LLC History No change 4,721 241 0.12% 0.12% 455 0 0.0% Q2 2026 Aug 26, 2026
Schneider Downs Wealth Management Advisors, LP History No change 4,712 240 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 05, 2026
Shepherd Street Advisors LLC History No change 4,262 240 0.21% 0.21% 457 0 0.0% Q2 2026 Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,682 239 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 17, 2026
Cedarwood Wealth LLC History No change 4,686 239 0.18% 0.18% 459 0 0.0% Q2 2026 Jul 23, 2026
RPg Family Wealth Advisory, LLC History No change 4,668 238 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 04, 2026
Freestone Capital Holdings, LLC History No change 4,590 234 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 31, 2026
Kastel Capital Advisors, LLC History No change 3,952 233 0.15% 0.15% 462 0 0.0% Q2 2026 Jul 09, 2026
HBK Sorce Advisory LLC History No change 4,099 231 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 06, 2026
Curran Financial Partners, LLC History No change 4,530 231 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 12, 2026
EdgeRock Capital LLC History No change 4,535 231 0.05% 0.05% 465 0 0.0% Q2 2026 Jul 24, 2026
ALTFEST L J & CO INC History No change 4,490 229 0.02% 0.02% 466 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 4,492 229 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 11, 2026
SlateStone Wealth, LLC History No change 4,468 228 0.02% 0.02% 468 0 0.0% Q2 2026 Jul 20, 2026
IFG Advisors, LLC History No change 4,393 224 0.03% 0.03% 469 0 0.0% Q2 2026 Jul 22, 2026
Sendero Wealth Management, LLC History No change 4,374 223 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 04, 2026
Almanack Investment Partners, LLC. History No change 4,372 223 0.03% 0.03% 471 0 0.0% Q2 2026 Jul 30, 2026
SCOTIA CAPITAL INC. History No change 4,348 222 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 11, 2026
True North Advisors, LLC History No change 4,367 222 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 22, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 4,360 222 0.06% 0.06% 474 0 0.0% Q2 2026 Jul 09, 2026
XXI WEALTH, LLC History No change 4,350 222 0.1% 0.1% 475 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 4,333 221 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 21, 2026
Advisory Alpha, LLC History No change 4,329 221 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 4,336 221 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 11, 2026
Evolution Wealth Advisors, LLC History No change 4,340 221 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 29, 2026
United Advisor Group, LLC History No change 4,325 220 0.02% 0.02% 480 0 0.0% Q2 2026 Jul 29, 2026
Sprinkle Financial Consultants LLC History New 3,016 219 0.09% — 481 +3,016 New Q3 2026 Oct 09, 2026
Apella Capital, LLC History New 3,005 217 0.0% — 482 +3,005 New Q3 2026 Oct 08, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 4,222 215 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 20, 2026
JPMORGAN CHASE & CO History No change 4,079 214 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 12, 2026
Aspiring Ventures, LLC History No change 4,201 214 0.05% 0.05% 485 0 0.0% Q2 2026 Aug 05, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 4,183 213 0.11% 0.11% 486 0 0.0% Q2 2026 Jul 20, 2026
Markin Asset Management, LP History No change 4,166 212 0.18% 0.18% 487 0 0.0% Q2 2026 Jul 13, 2026
Caprock Group, LLC History No change 4,067 207 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 27, 2026
CENTAURUS FINANCIAL, INC. History No change 4,037 206 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 17, 2026
Stiles Financial Services Inc History No change 4,034 205 0.05% 0.05% 490 0 0.0% Q2 2026 Aug 12, 2026
Strait & Sound Wealth Management LLC History No change 4,010 204 0.07% 0.07% 491 0 0.0% Q2 2026 Aug 17, 2026
New Insight Wealth Advisors History No change 3,995 203 0.06% 0.06% 492 0 0.0% Q2 2026 Jul 27, 2026
Krane Financial Solutions LLC History No change 3,984 203 0.12% 0.12% 493 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 3,836 200 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 22, 2026
Federation des caisses Desjardins du Quebec History No change 3,786 193 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History Reduced 2,548 185 0.08% 0.06% 497 -47 -1.81% Q3 2026 Oct 01, 2026
Financial Perspectives, Inc History No change 3,637 185 0.05% 0.05% 496 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 3,619 184 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 23, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,500 178 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 08, 2026
Rosenberg Matthew Hamilton History New 2,343 170 0.03% — 500 +2,343 New Q3 2026 Oct 05, 2026
FIFTH THIRD BANCORP History No change 3,293 168 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 05, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,920 163 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 12, 2026
BankPlus Trust Department History No change 2,927 149 0.03% 0.03% 503 0 0.0% Q2 2026 Jul 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 2,850 145 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 13, 2026
Hills Bank & Trust Co History No change 2,813 143 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 2,744 140 0.11% 0.11% 506 0 0.0% Q2 2026 Jul 24, 2026
Robinswood Financial LLC History No change 2,743 140 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 14, 2026
Elequin Capital, LP History No change 2,593 132 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 13, 2026
CKW FINANCIAL GROUP History No change 2,494 130 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 24, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,515 128 0.03% 0.03% 510 0 0.0% Q2 2026 Sep 02, 2026
GROUP ONE TRADING LLC History No change 2,390 122 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 2,242 114 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 13, 2026
POM Investment Strategies, LLC History No change 2,192 111 0.13% 0.13% 513 0 0.0% Q2 2026 Jul 30, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 2,050 104 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,430 103 0.0% 0.0% 515 0 0.0% Q3 2026 Oct 05, 2026
UBS Group AG History No change 2,028 103 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 1,999 102 0.05% 0.05% 517 0 0.0% Q2 2026 Aug 12, 2026
United Financial Planning Group LLC History No change 1,995 101 0.05% 0.05% 518 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 1,947 99 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,780 98 0.0% 0.0% 520 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 1,857 94 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,831 93 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 08, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,784 91 0.03% 0.03% 523 0 0.0% Q2 2026 Jul 08, 2026
Silicon Valley Capital Partners History No change 1,790 91 0.01% 0.01% 524 0 0.0% Q2 2026 Sep 21, 2026
Geneos Wealth Management Inc. History No change 1,785 91 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 06, 2026
Hilton Head Capital Partners, LLC History No change 1,718 87 0.04% 0.04% 526 0 0.0% Q2 2026 Jul 27, 2026
OLD MISSION CAPITAL LLC History No change 27,500 82 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Strategic Advocates LLC History No change 1,591 81 0.31% 0.31% 528 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 1,566 79 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 1,497 76 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 06, 2026
StrongBox Wealth, LLC History No change 1,500 76 0.02% 0.02% 531 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Advisors History No change 1,443 73 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 1,364 69 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 20, 2026
Lodestone Wealth Management LLC History No change 1,318 67 0.02% 0.02% 534 0 0.0% Q2 2026 Jul 23, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 1,272 64 0.12% 0.12% 535 0 0.0% Q2 2026 Aug 10, 2026
Richard W. Paul & Associates, LLC History No change 1,215 62 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Private Wealth, LLC History No change 1,201 61 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 11, 2026
Basepoint Wealth LLC History No change 1,190 60 0.03% 0.03% 538 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,090 55 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 1,034 53 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 05, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 935 47 0.05% 0.05% 541 0 0.0% Q2 2026 Aug 10, 2026
Turim 21 Investimentos Ltda. History No change 877 44 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 10, 2026
Aspect Partners, LLC History No change 810 41 0.02% 0.02% 543 0 0.0% Q2 2026 Jul 16, 2026
SYNTAX RESEARCH, INC. History No change 785 40 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 31, 2026
Asset Planning,Inc History No change 750 38 0.02% 0.02% 545 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 741 37 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 12, 2026
Canton Hathaway, LLC History No change 725 37 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 695 35 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 22, 2026
Coston, McIsaac & Partners History No change 690 35 0.01% 0.01% 549 0 0.0% Q2 2026 Aug 12, 2026
Perkins Coie Trust Co History No change 680 34 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 09, 2026
Hurley Capital, LLC History No change 670 34 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 647 33 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 06, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 639 32 0.01% 0.01% 553 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Advisors LLC History No change 430 32 0.03% 0.03% 554 0 0.0% Q2 2026 Aug 07, 2026
Wilkerson Advisory Group LLC History No change 593 30 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 21, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 552 28 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 507 25 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 12, 2026
BIRCHBROOK, INC. History No change 505 25 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 08, 2026
Game Plan Financial Advisors, LLC History No change 475 24 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 409 20 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 29, 2026
Financial Network Wealth Advisors LLC History No change 401 20 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 29, 2026
Avalon Trust Co History No change 390 19 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 328 16 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 322 16 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 320 16 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 17, 2026
Cordant, Inc. History No change 315 16 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 300 15 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 300 15 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 27, 2026
Fortitude Family Office, LLC History No change 294 15 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 20, 2026
COUNTRY TRUST BANK History No change 270 13 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 15, 2026
Decker Retirement Planning Inc. History No change 267 13 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 240 12 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 22, 2026
Finley Financial, LLC History No change 235 11 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 08, 2026
Investors Portfolio Services LLC History No change 220 11 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 203 10 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 07, 2026
HighMark Wealth Management LLC History No change 213 10 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 12, 2026
SITTNER & NELSON, LLC History No change 200 10 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 170 9 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History No change 125 9 0.0% 0.0% 579 0 0.0% Q3 2026 Oct 08, 2026
Clearstead Trust, LLC History No change 180 9 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 06, 2026
Ankerstar Wealth, LLC History No change 170 8 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 141 7 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 14, 2026
Avion Wealth History No change 120 6 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 31, 2026
Comprehensive Financial Planning, Inc./PA History No change 125 6 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 10, 2026
Raleigh Capital Management Inc. History No change 103 5 0.0% 0.0% 585 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 103 5 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 27, 2026
Sachetta, LLC History No change 116 5 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 15, 2026
Nova Wealth Management, Inc. History No change 115 5 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 13, 2026
GHP Investment Advisors, Inc. History No change 83 4 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 17, 2026
Glassman Wealth Services History No change 81 4 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 05, 2026
High Point Wealth Management, LLC History No change 81 4 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 20, 2026
Key Capital Management, INC History No change 83 4 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 90 4 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 74 3 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 76 3 0.0% 0.0% 595 0 0.0% Q2 2026 Jul 30, 2026
CNB Bank History No change 68 3 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 06, 2026
Guardian Partners Inc. History No change 61 3 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 29, 2026
Colonial Trust Advisors History No change 50 2 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 45 2 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 09, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 44 2 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 29 1 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 24 1 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 22 1 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 33 1 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 04, 2026
VISION FINANCIAL MARKETS LLC History No change 35 1 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 24, 2026
Legacies Wealth LLC History No change 33 1 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 22, 2026
Archer Investment Corp History No change 22 1 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 03, 2026
DecisionPoint Financial, LLC History No change 20 1 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 05, 2026
JPL Wealth Management, LLC History No change 20 1 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 13, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 38 1 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 07, 2026
VSM Wealth Advisory, LLC History No change 24 1 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 28 1 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 05, 2026
Essential Investment Partners LLC History No change 20 1 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 15, 2026
Montgomery Financial Services LLC History No change 38 1 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.06% — -2,000 -100.0% Q3 2026 Oct 07, 2026
Go Invest LLC History Closed out 0 0 — 0.01% — -894 -100.0% Q3 2026 Oct 08, 2026
WELLS FARGO & COMPANY/MN History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 18 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GS Investments, Inc. History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Your Advocates Ltd., LLP History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
CVA Family Office, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Concord Wealth Partners History No change 17 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
WOLFF WIESE MAGANA LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Frazier Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Hughes Financial Services, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Fourth Dimension Wealth, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Copia Wealth Management History No change 16 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Kilter Group LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Holos Integrated Wealth LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Networth Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026