SCHWAB STRATEGIC TRUST - FNDF

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 141,104,114 7,444,653 0.99% 0.99% 1 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 16,409,142 858,583 1.44% 1.44% 2 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 9,930,317 523,923 3.13% 3.13% 3 0 0.0% Q2 2026 Aug 10, 2026
BANK OF AMERICA CORP /DE/ History No change 8,674,147 457,648 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 7,264,805 383,291 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6,322,811 333,591 0.18% 0.18% 6 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 5,808,291 306,445 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,210,160 222,127 0.34% 0.34% 8 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 3,179,304 168,739 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
Mountain Capital Investment Advisors Inc. History No change 2,921,147 154,119 21.95% 21.95% 10 0 0.0% Q2 2026 Jul 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 2,914,968 153,793 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 2,878,360 151,862 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 07, 2026
Auto-Owners Insurance Co History No change 2,703,000 142,583 3.22% 3.22% 13 0 0.0% Q2 2026 Jul 15, 2026
Boulay Financial Advisors, LLC History No change 2,647,681 139,691 12.93% 12.93% 14 0 0.0% Q2 2026 Aug 04, 2026
FOSTER & MOTLEY INC History No change 2,540,904 134,058 6.17% 6.17% 15 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,496,264 131,702 0.03% 0.03% 16 0 0.0% Q2 2026 Sep 23, 2026
Corient Private Wealth LP History No change 1,852,977 97,763 0.14% 0.14% 17 0 0.0% Q2 2026 Aug 27, 2026
UBS Group AG History No change 1,718,340 90,659 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,680,462 88,661 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 1,590,033 83,890 3.38% 3.38% 20 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 1,481,192 78,147 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 1,490,561 77,866 0.23% 0.23% 22 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 1,433,644 75,639 1.39% 1.39% 23 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 1,388,139 73,238 6.63% 6.63% 24 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 1,328,711 70,115 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 1,308,474 69,035 0.32% 0.32% 26 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 1,225,873 64,677 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,199,965 63,310 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
Nadler Financial Group, Inc. History No change 1,169,805 61,718 5.23% 5.23% 29 0 0.0% Q2 2026 Jul 29, 2026
Strata Wealth Advisors, LLC History No change 1,155,134 60,944 14.86% 14.86% 30 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors Wealth Management, LLC History Added to 1,112,649 59,804 6.74% 6.63% 31 +42,578 3.98% Q3 2026 Oct 09, 2026
Trust Co History Reduced 1,095,535 58,885 5.12% 5.31% 32 -19,553 -1.75% Q3 2026 Oct 09, 2026
Capital Advantage, Inc. History No change 1,100,538 58,064 7.08% 7.08% 33 0 0.0% Q2 2026 Jul 13, 2026
Hardy Reed LLC History No change 1,048,812 55,335 3.55% 3.55% 34 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 1,029,944 54,339 0.42% 0.42% 35 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History No change 1,021,787 53,909 3.01% 3.01% 36 0 0.0% Q2 2026 Jul 10, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 1,000,732 53,789 4.67% 4.51% 37 -13,990 -1.38% Q3 2026 Oct 07, 2026
Verde Capital Management History No change 1,015,065 53,554 9.9% 9.9% 38 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 1,006,537 53,104 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,000,000 52,760 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 936,764 49,423 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 12, 2026
Johnson Bixby & Associates, LLC History No change 892,902 47,109 5.26% 5.26% 42 0 0.0% Q2 2026 Jul 16, 2026
MFA WEALTH ADVISORS, LLC History Reduced 856,749 46,050 7.82% 7.78% 43 -8,048 -0.93% Q3 2026 Oct 07, 2026
Barry Investment Advisors, LLC History No change 824,655 43,508 9.1% 9.1% 44 0 0.0% Q2 2026 Jul 09, 2026
Focus Financial Network, Inc. History No change 821,704 43,353 1.34% 1.34% 45 0 0.0% Q2 2026 Jul 09, 2026
EP Wealth Advisors, LLC History No change 820,057 43,266 0.17% 0.17% 46 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 809,830 42,726 1.31% 1.31% 47 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 805,459 42,496 0.1% 0.1% 48 0 0.0% Q2 2026 Jul 27, 2026
Unison Advisors LLC History No change 784,702 41,400 2.89% 2.89% 49 0 0.0% Q2 2026 Jul 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 763,756 40,295 1.47% 1.47% 50 0 0.0% Q2 2026 Jul 21, 2026
Dynamic Advisor Solutions LLC History No change 759,479 40,070 1.14% 1.14% 51 0 0.0% Q2 2026 Jul 07, 2026
Arlington Financial Advisors, LLC History No change 756,692 39,923 5.07% 5.07% 52 0 0.0% Q2 2026 Jul 22, 2026
JPMORGAN CHASE & CO History No change 704,804 37,072 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 682,536 36,010 0.14% 0.14% 54 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 677,623 35,751 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
Maia Wealth LLC History No change 667,648 35,225 5.19% 5.19% 56 0 0.0% Q2 2026 Jul 28, 2026
Bell Investment Advisors, Inc History No change 656,318 34,627 5.09% 5.09% 57 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 654,333 34,522 0.7% 0.7% 58 0 0.0% Q2 2026 Aug 06, 2026
WESCAP Management Group, Inc. History No change 641,812 33,862 6.32% 6.32% 59 0 0.0% Q2 2026 Aug 11, 2026
Resonant Capital Advisors, LLC History No change 631,809 33,334 1.59% 1.59% 60 0 0.0% Q2 2026 Jul 24, 2026
Vise Technologies, Inc. History No change 602,570 31,791 0.36% 0.36% 61 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 597,099 31,502 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 583,345 30,981 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 14, 2026
CABOT WEALTH MANAGEMENT INC History No change 579,556 30,577 3.11% 3.11% 64 0 0.0% Q2 2026 Jul 31, 2026
Solitude Financial Services History No change 576,347 30,408 8.42% 8.42% 65 0 0.0% Q2 2026 Jul 24, 2026
Prairiewood Capital, LLC History No change 567,414 29,936 7.76% 7.76% 66 0 0.0% Q2 2026 Jul 28, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 566,686 29,898 8.49% 8.49% 67 0 0.0% Q2 2026 Jul 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 556,835 29,378 0.04% 0.04% 68 0 0.0% Q2 2026 Jul 29, 2026
Seven Springs Wealth Group, LLC History No change 529,390 27,930 6.1% 6.1% 69 0 0.0% Q2 2026 Aug 04, 2026
Opus Capital Group, LLC History No change 506,615 26,729 2.59% 2.59% 70 0 0.0% Q2 2026 Jul 31, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 505,042 26,646 0.42% 0.42% 71 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 488,766 25,787 0.17% 0.17% 72 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 476,515 25,140 1.54% 1.54% 73 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 475,448 25,084 6.03% 6.03% 74 0 0.0% Q2 2026 Jul 09, 2026
Sequoia Financial Advisors, LLC History No change 464,688 24,516 0.12% 0.12% 75 0 0.0% Q2 2026 Jul 17, 2026
BIP Wealth, LLC History No change 458,391 24,184 0.69% 0.69% 76 0 0.0% Q2 2026 Aug 03, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 451,265 23,808 2.38% 2.38% 77 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL TRUST Co History No change 433,927 22,893 0.41% 0.41% 78 0 0.0% Q2 2026 Jul 31, 2026
AFFINITY WEALTH LLC History No change 433,901 22,892 12.29% 12.29% 79 0 0.0% Q2 2026 Aug 26, 2026
&PARTNERS History No change 430,642 22,743 0.09% 0.09% 80 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL PLANNING, INC History No change 415,135 21,902 7.44% 7.44% 81 0 0.0% Q2 2026 Aug 06, 2026
Verum Partners LLC History No change 408,446 21,549 3.22% 3.22% 82 0 0.0% Q2 2026 Jul 22, 2026
Quantinno Capital Management LP History No change 402,882 21,256 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 13, 2026
Insight Wealth Strategies, LLC History Added to 387,160 20,809 2.06% 1.95% 84 +3,505 0.91% Q3 2026 Oct 09, 2026
MOLLER WEALTH PARTNERS History No change 388,978 20,522 3.71% 3.71% 85 0 0.0% Q2 2026 Jul 15, 2026
Latko Wealth Management, Ltd. History No change 387,366 20,437 8.68% 8.68% 86 0 0.0% Q2 2026 Jul 24, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 382,858 20,199 3.41% 3.41% 87 0 0.0% Q2 2026 Jul 31, 2026
HHM Wealth Advisors, LLC History No change 381,584 20,132 2.02% 2.02% 88 0 0.0% Q2 2026 Jul 13, 2026
JNBA Financial Advisors History No change 378,322 19,960 1.51% 1.51% 89 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 366,458 19,334 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 07, 2026
Cerro Pacific Wealth Advisors LLC History No change 360,671 19,029 4.3% 4.3% 91 0 0.0% Q2 2026 Jul 15, 2026
Sound Portfolio Advisors, LLC History No change 359,334 18,958 13.45% 13.45% 92 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 339,982 17,937 0.17% 0.17% 93 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 339,284 17,900 1.44% 1.44% 94 0 0.0% Q2 2026 Jul 16, 2026
Penserra Capital Management LLC History No change 334,646 17,655 0.14% 0.14% 95 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 333,920 17,617 5.61% 5.61% 96 0 0.0% Q2 2026 Jul 23, 2026
JHP Wealth Management, LLC History No change 331,675 17,499 14.33% 14.33% 97 0 0.0% Q2 2026 Jul 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 330,681 17,446 0.06% 0.06% 98 0 0.0% Q2 2026 Jul 28, 2026
VISIONARY HORIZONS, LLC History No change 320,357 16,902 7.06% 7.06% 99 0 0.0% Q2 2026 Jul 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 314,269 16,581 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 297,892 15,716 1.51% 1.51% 101 0 0.0% Q2 2026 Aug 11, 2026
Flatrock Wealth Partners LLC History No change 292,260 15,419 6.06% 6.06% 102 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 292,147 15,359 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 289,623 15,280 2.57% 2.57% 104 0 0.0% Q2 2026 Jul 21, 2026
William Mack & Associates, Inc. History No change 289,123 15,254 5.38% 5.38% 105 0 0.0% Q2 2026 Jul 10, 2026
Alpha Omega Wealth Management LLC History No change 287,876 15,188 2.31% 2.31% 106 0 0.0% Q2 2026 Jul 20, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 286,731 15,127 3.83% 3.83% 107 0 0.0% Q2 2026 Jul 23, 2026
Westover Capital Advisors, LLC History No change 285,332 15,054 2.5% 2.5% 108 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 284,942 15,033 0.17% 0.17% 109 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 281,960 14,876 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 13, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 271,156 14,574 3.01% 2.96% 111 -3,245 -1.18% Q3 2026 Oct 05, 2026
ASPIRIANT, LLC History No change 275,501 14,535 0.36% 0.36% 112 0 0.0% Q2 2026 Jul 20, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 269,162 14,201 6.25% 6.25% 113 0 0.0% Q2 2026 Aug 07, 2026
BlueSky Wealth Advisors, LLC History No change 256,826 13,550 1.57% 1.57% 114 0 0.0% Q2 2026 Jul 28, 2026
Keudell/Morrison Wealth Management History No change 250,158 13,198 2.49% 2.49% 115 0 0.0% Q2 2026 Jul 15, 2026
FINANCIAL CONSULATE, INC History No change 247,859 13,077 1.46% 1.46% 116 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 247,052 13,034 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 246,517 13,006 0.06% 0.06% 118 0 0.0% Q2 2026 Sep 23, 2026
1900 WEALTH MANAGEMENT LLC History No change 244,316 12,890 0.72% 0.72% 119 0 0.0% Q2 2026 Aug 04, 2026
NorthCrest Asset Manangement, LLC History No change 241,460 12,741 0.33% 0.33% 120 0 0.0% Q2 2026 Jul 15, 2026
Your Advocates Ltd., LLP History No change 236,163 12,459 3.56% 3.56% 121 0 0.0% Q2 2026 Aug 05, 2026
J.E. Simmons & Co., P.C. History No change 232,199 12,250 6.9% 6.9% 122 0 0.0% Q2 2026 Jul 15, 2026
ARQ WEALTH ADVISORS, LLC History No change 225,837 12,059 1.5% 1.5% 123 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 228,342 12,047 0.13% 0.13% 124 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 223,355 11,784 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 223,333 11,783 2.22% 2.22% 126 0 0.0% Q2 2026 Sep 15, 2026
Aprio Wealth Management, LLC History No change 222,963 11,763 0.58% 0.58% 127 0 0.0% Q2 2026 Jul 24, 2026
RHS Financial, LLC History No change 219,742 11,593 4.68% 4.68% 128 0 0.0% Q2 2026 Aug 07, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 215,023 11,344 3.72% 3.72% 129 0 0.0% Q2 2026 Jul 16, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 213,972 11,289 4.76% 4.76% 130 0 0.0% Q2 2026 Jul 13, 2026
Lee Financial Co History No change 212,081 11,189 1.43% 1.43% 131 0 0.0% Q2 2026 Jul 22, 2026
FAS Wealth Partners, Inc. History No change 212,016 11,185 0.58% 0.58% 132 0 0.0% Q2 2026 Jul 29, 2026
Forefront Wealth Partners, LLC History No change 210,176 11,088 3.44% 3.44% 133 0 0.0% Q2 2026 Aug 20, 2026
Summit Financial, LLC History No change 209,904 11,074 0.12% 0.12% 134 0 0.0% Q2 2026 Aug 12, 2026
Bruce G. Allen Investments, LLC History No change 207,635 10,954 6.98% 6.98% 135 0 0.0% Q2 2026 Jul 31, 2026
Nicholas Hoffman & Company, LLC. History No change 206,843 10,913 0.23% 0.23% 136 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 205,857 10,861 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation Strategies LLC History No change 203,871 10,756 1.66% 1.66% 138 0 0.0% Q2 2026 Aug 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 202,815 10,701 0.12% 0.12% 139 0 0.0% Q2 2026 Aug 14, 2026
Towne Trust Company, N.A History No change 202,696 10,694 3.25% 3.25% 140 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 200,933 10,601 0.37% 0.37% 141 0 0.0% Q2 2026 Aug 13, 2026
Journey Advisory Group, LLC History No change 195,847 10,332 0.79% 0.79% 142 0 0.0% Q2 2026 Aug 04, 2026
McKinley Carter Wealth Services, Inc. History No change 193,864 10,228 0.53% 0.53% 143 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 193,524 10,210 0.12% 0.12% 144 0 0.0% Q2 2026 Aug 04, 2026
Firestone Capital Management History No change 190,638 10,058 1.87% 1.87% 145 0 0.0% Q2 2026 Jul 31, 2026
Washington Trust Advisors, Inc. History No change 190,518 10,051 0.75% 0.75% 146 0 0.0% Q2 2026 Jul 29, 2026
Financial Synergies Wealth Advisors, Inc. History No change 188,870 9,964 0.84% 0.84% 147 0 0.0% Q2 2026 Jul 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 188,211 9,930 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 19, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 186,924 9,862 0.14% 0.14% 149 0 0.0% Q2 2026 Jul 14, 2026
Sound Stewardship, LLC History No change 184,993 9,760 4.03% 4.03% 150 0 0.0% Q2 2026 Jul 13, 2026
Northland Capital Management LLC History No change 181,790 9,591 5.17% 5.17% 151 0 0.0% Q2 2026 Jul 21, 2026
BEACON FINANCIAL GROUP History No change 179,312 9,460 0.86% 0.86% 152 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 178,716 9,429 0.04% 0.04% 153 0 0.0% Q2 2026 Aug 13, 2026
Wingate Wealth Advisors, Inc. History No change 176,471 9,310 4.1% 4.1% 154 0 0.0% Q2 2026 Jul 29, 2026
Williams Financial, LLC History No change 174,572 9,210 4.76% 4.76% 155 0 0.0% Q2 2026 Jul 21, 2026
Ackerman Capital Advisors, LLC History No change 174,369 9,199 1.85% 1.85% 156 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 167,367 8,830 0.16% 0.16% 157 0 0.0% Q2 2026 Jul 20, 2026
ASSETMARK, INC History No change 163,362 8,618 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 30, 2026
January Capital Advisors LLC History No change 162,267 8,561 7.15% 7.15% 159 0 0.0% Q2 2026 Aug 25, 2026
MorganRosel Wealth Management, LLC History No change 160,413 8,463 2.86% 2.86% 160 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Investment Partners, LLC History No change 160,155 8,449 2.05% 2.05% 161 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 157,791 8,325 0.03% 0.03% 162 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 156,019 8,281 0.14% 0.14% 163 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 156,019 8,281 0.14% 0.14% 164 0 0.0% Q2 2026 Jul 29, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 149,303 7,877 0.61% 0.61% 165 0 0.0% Q2 2026 Jul 16, 2026
Ausdal Financial Partners, Inc. History No change 149,215 7,872 0.31% 0.31% 166 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 147,277 7,770 0.12% 0.12% 167 0 0.0% Q2 2026 Aug 11, 2026
Richard P Slaughter Associates Inc History No change 146,321 7,719 1.51% 1.51% 168 0 0.0% Q2 2026 Jul 13, 2026
Beacon Pointe Advisors, LLC History No change 142,384 7,512 0.03% 0.03% 169 0 0.0% Q2 2026 Aug 18, 2026
Occidental Asset Management, LLC History No change 139,456 7,357 0.73% 0.73% 170 0 0.0% Q2 2026 Aug 07, 2026
Guardian Financial Partners, LLC History No change 139,326 7,350 2.86% 2.86% 171 0 0.0% Q2 2026 Jul 15, 2026
Kuhn & Co Investment Counsel History No change 139,213 7,344 4.24% 4.24% 172 0 0.0% Q2 2026 Jul 31, 2026
BENJAMIN EDWARDS INC History No change 137,403 7,249 0.07% 0.07% 173 0 0.0% Q2 2026 Jul 24, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 137,010 7,228 3.24% 3.24% 174 0 0.0% Q2 2026 Aug 17, 2026
Atria Investments, Inc History No change 134,724 7,108 0.07% 0.07% 175 0 0.0% Q2 2026 Jul 28, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 134,489 7,095 0.87% 0.87% 176 0 0.0% Q2 2026 Jul 20, 2026
Total Clarity Wealth Management, Inc. History No change 134,454 7,093 1.38% 1.38% 177 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 133,002 7,017 0.04% 0.04% 178 0 0.0% Q2 2026 Jul 20, 2026
Canandaigua National Trust Co of Florida History New 129,489 6,960 3.85% — 179 +129,489 New Q3 2026 Oct 07, 2026
Estate Counselors, LLC History No change 131,656 6,946 0.6% 0.6% 180 0 0.0% Q2 2026 Aug 07, 2026
BCS Wealth Management History No change 131,634 6,945 1.25% 1.25% 181 0 0.0% Q2 2026 Jul 16, 2026
Ifrah Financial Services, Inc. History No change 129,921 6,854 1.67% 1.67% 182 0 0.0% Q2 2026 Jul 21, 2026
Wealth Enhancement Trust Services, Inc. History Added to 126,836 6,817 0.73% 0.48% 183 +44,289 53.65% Q3 2026 Oct 07, 2026
Waterfront Wealth Inc. History No change 123,091 6,536 1.01% 1.01% 184 0 0.0% Q2 2026 Jul 30, 2026
Sovran Advisors, LLC History No change 120,796 6,381 0.48% 0.48% 185 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 119,139 6,285 0.21% 0.21% 186 0 0.0% Q2 2026 Jul 17, 2026
Janney Montgomery Scott LLC History No change 116,272 6,135 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 05, 2026
Ballast Financial Advisors LLC History No change 115,801 6,109 5.53% 5.53% 188 0 0.0% Q2 2026 Aug 13, 2026
NorthCoast Asset Management LLC History No change 115,231 6,079 0.13% 0.13% 189 0 0.0% Q2 2026 Aug 12, 2026
Asio Capital, LLC History No change 115,232 6,079 0.78% 0.78% 190 0 0.0% Q2 2026 Jul 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 114,661 6,049 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 107,432 5,774 0.04% 0.05% 192 -6,423 -5.64% Q3 2026 Oct 08, 2026
Oath Planning, LLC History No change 108,997 5,750 4.27% 4.27% 193 0 0.0% Q2 2026 Jul 24, 2026
WEALTHSPAN PARTNERS, LLC History No change 108,833 5,742 1.81% 1.81% 194 0 0.0% Q2 2026 Aug 06, 2026
Birchwood Financial Partners, Inc. History No change 107,344 5,663 4.63% 4.63% 195 0 0.0% Q2 2026 Aug 06, 2026
Kaizen Financial Strategies History Added to 104,504 5,617 2.21% 1.18% 196 +35,053 50.47% Q3 2026 Oct 09, 2026
Alhambra Investment Management LLC History No change 106,271 5,606 2.45% 2.45% 197 0 0.0% Q2 2026 Jul 16, 2026
Equitable Holdings, Inc. History No change 105,990 5,592 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 17, 2026
Cooke Wealth Management, LLC History No change 105,037 5,541 4.54% 4.54% 199 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 104,410 5,508 0.03% 0.03% 200 0 0.0% Q2 2026 Jul 29, 2026
Alesco Advisors, LLC, An ESL Co History No change 103,581 5,464 0.13% 0.13% 201 0 0.0% Q2 2026 Aug 05, 2026
Empowered Funds, LLC History No change 99,794 5,265 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 14, 2026
Timmons Wealth Management, LLC History No change 96,491 5,090 3.72% 3.72% 203 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 96,223 5,076 0.03% 0.03% 204 0 0.0% Q2 2026 Jul 20, 2026
SAX WEALTH ADVISORS, LLC History No change 102,873 5,033 0.2% 0.2% 205 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Partners, LTD. History No change 94,391 4,980 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 93,917 4,955 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 14, 2026
IFC & Insurance Marketing, Inc. History No change 93,214 4,917 4.33% 4.33% 208 0 0.0% Q2 2026 Jul 09, 2026
Concurrent Investment Advisors, LLC History No change 92,863 4,899 0.04% 0.04% 209 0 0.0% Q2 2026 Jul 27, 2026
First Pacific Financial History No change 91,639 4,834 0.58% 0.58% 210 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Wealth, LLC History No change 91,515 4,828 0.05% 0.05% 211 0 0.0% Q2 2026 Aug 10, 2026
Rollins Financial Advisors, LLC History No change 89,469 4,720 0.62% 0.62% 212 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth, LLC/TN History No change 88,142 4,695 2.37% 2.37% 213 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 87,069 4,593 0.08% 0.08% 214 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 86,056 4,540 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 12, 2026
Fifth Third Wealth Advisors LLC History No change 85,909 4,532 0.13% 0.13% 216 0 0.0% Q2 2026 Jul 17, 2026
NICOLET BANKSHARES INC History No change 85,514 4,511 0.14% 0.14% 217 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 84,907 4,479 0.06% 0.06% 218 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History No change 84,832 4,475 2.06% 2.06% 219 0 0.0% Q2 2026 Aug 10, 2026
Lunt Capital Management, Inc. History No change 83,698 4,415 1.62% 1.62% 220 0 0.0% Q2 2026 Jul 30, 2026
Mendel Capital Management LLC History No change 83,364 4,398 1.98% 1.98% 221 0 0.0% Q2 2026 Jul 21, 2026
BFI Wealth Solutions, LLC History No change 82,356 4,345 3.22% 3.22% 222 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 82,191 4,336 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 11, 2026
Brightwater Advisory LLC History No change 82,120 4,332 2.74% 2.74% 224 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 79,064 4,171 0.6% 0.6% 225 0 0.0% Q2 2026 Jul 16, 2026
Roehl & Yi Investment Advisors, LLC History No change 83,417 4,142 1.36% 1.36% 226 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 77,089 4,067 0.74% 0.74% 227 0 0.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History No change 76,828 4,053 0.41% 0.41% 228 0 0.0% Q2 2026 Jul 21, 2026
Keystone Wealth Services, LLC History No change 76,471 4,034 0.75% 0.75% 229 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 76,191 4,019 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 06, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 75,835 4,001 1.19% 1.19% 231 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 74,280 3,919 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 14, 2026
Auxano Advisors, LLC History No change 73,848 3,896 0.74% 0.74% 233 0 0.0% Q2 2026 Aug 07, 2026
Lakewood Asset Management LLC History No change 73,369 3,870 2.12% 2.12% 234 0 0.0% Q2 2026 Aug 06, 2026
Copper Harbor Investment Advisors, LLC History No change 73,262 3,865 0.82% 0.82% 235 0 0.0% Q2 2026 Jul 23, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 73,119 3,857 1.74% 1.74% 236 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 72,886 3,845 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 70,924 3,741 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 70,505 3,719 0.03% 0.03% 239 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 70,425 3,715 0.15% 0.15% 240 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 70,046 3,695 0.08% 0.08% 241 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 70,030 3,694 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 68,750 3,627 0.04% 0.04% 243 0 0.0% Q2 2026 Jul 20, 2026
JB Capital LLC History No change 68,732 3,626 0.13% 0.13% 244 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 68,624 3,620 0.07% 0.07% 245 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 66,474 3,507 0.1% 0.1% 246 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 64,885 3,423 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 64,590 3,407 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 12, 2026
Centurion Wealth Management LLC History No change 63,285 3,338 0.8% 0.8% 249 0 0.0% Q2 2026 Jul 09, 2026
Sigma Planning Corp History No change 63,200 3,334 0.08% 0.08% 250 0 0.0% Q2 2026 Aug 07, 2026
True North Advisors, LLC History No change 62,576 3,301 0.32% 0.32% 251 0 0.0% Q2 2026 Jul 22, 2026
SALEM INVESTMENT COUNSELORS INC History No change 62,482 3,296 0.08% 0.08% 252 0 0.0% Q2 2026 Jul 14, 2026
Carrera Capital Advisors History No change 61,949 3,268 0.48% 0.48% 253 0 0.0% Q2 2026 Aug 03, 2026
CreativeOne Wealth, LLC History No change 61,578 3,248 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 13, 2026
HBK Sorce Advisory LLC History No change 59,316 3,240 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 06, 2026
Quantum Portfolio Management LLC History No change 61,082 3,222 1.16% 1.16% 256 0 0.0% Q2 2026 Aug 14, 2026
Capital Square, LLC History No change 59,975 3,184 1.4% 1.4% 257 0 0.0% Q2 2026 Aug 12, 2026
CATHY PARETO & ASSOCIATES, INC History No change 59,325 3,129 1.83% 1.83% 258 0 0.0% Q2 2026 Jul 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 58,763 3,100 0.15% 0.15% 259 0 0.0% Q2 2026 Jul 20, 2026
Clark Capital Management Group, Inc. History No change 58,479 3,085 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 11, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 58,028 3,061 0.29% 0.29% 261 0 0.0% Q2 2026 Jul 14, 2026
Kathmere Capital Management, LLC History No change 57,755 3,047 0.16% 0.16% 262 0 0.0% Q2 2026 Jul 29, 2026
Curtis Advisory Group, LLC History No change 57,335 3,024 0.59% 0.59% 263 0 0.0% Q2 2026 Jul 29, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 57,114 3,013 0.64% 0.64% 264 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 56,505 2,981 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 07, 2026
Tempus Wealth Planning, LLC History No change 56,495 2,980 0.58% 0.58% 266 0 0.0% Q2 2026 Jul 22, 2026
Triad Wealth Partners, LLC History No change 54,787 2,963 0.17% 0.17% 267 0 0.0% Q2 2026 Aug 10, 2026
LongView Wealth Management History No change 55,584 2,932 0.75% 0.75% 268 0 0.0% Q2 2026 Jul 17, 2026
DAHRING | CUSMANO LLC History No change 54,380 2,869 1.51% 1.51% 269 0 0.0% Q2 2026 Jul 28, 2026
Heritage Wealth Management, Inc. History No change 54,177 2,858 0.71% 0.71% 270 0 0.0% Q2 2026 Jul 28, 2026
Everest Financial Group LLC History No change 54,013 2,849 0.39% 0.39% 271 0 0.0% Q2 2026 Aug 10, 2026
Quadcap Wealth Management, LLC History No change 53,186 2,806 0.27% 0.27% 272 0 0.0% Q2 2026 Jul 31, 2026
Traub Capital Management LLC History No change 52,983 2,795 2.49% 2.49% 273 0 0.0% Q2 2026 Jul 23, 2026
INTEGRITY ALLIANCE, LLC. History No change 52,923 2,792 0.09% 0.09% 274 0 0.0% Q2 2026 Jul 31, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 52,931 2,792 0.16% 0.16% 275 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 52,796 2,785 0.02% 0.02% 276 0 0.0% Q2 2026 Sep 23, 2026
AssuredPartners Investment Advisors, LLC History No change 52,656 2,778 0.27% 0.27% 277 0 0.0% Q2 2026 Aug 10, 2026
Sonoma Private Wealth LLC History No change 51,238 2,703 2.9% 2.9% 278 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 50,786 2,679 0.72% 0.72% 279 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 50,707 2,675 0.02% 0.02% 280 0 0.0% Q2 2026 Sep 08, 2026
Whipplewood Advisors, LLC History No change 50,512 2,665 1.79% 1.79% 281 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 50,385 2,658 0.04% 0.04% 282 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 49,066 2,588 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Advisors, LLC History No change 48,656 2,567 0.14% 0.14% 284 0 0.0% Q2 2026 Aug 11, 2026
Aspiring Ventures, LLC History No change 48,057 2,535 0.62% 0.62% 285 0 0.0% Q2 2026 Aug 05, 2026
Haven Private, LLC History No change 47,776 2,520 0.96% 0.96% 286 0 0.0% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History No change 47,568 2,509 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 07, 2026
Nvest Wealth Strategies, Inc. History No change 47,472 2,504 1.57% 1.57% 288 0 0.0% Q2 2026 Jul 10, 2026
Betterment LLC History No change 47,086 2,484 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
L.K. Benson & Company, P.C. History No change 46,656 2,461 0.74% 0.74% 290 0 0.0% Q2 2026 Jul 24, 2026
Ciovacco Capital Management LLC History No change 45,925 2,423 1.08% 1.08% 291 0 0.0% Q2 2026 Aug 07, 2026
Family Legacy, Inc. History No change 45,906 2,422 0.65% 0.65% 292 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 45,256 2,387 0.08% 0.08% 293 0 0.0% Q2 2026 Jul 31, 2026
Mason Investment Advisory Services, Inc. History No change 44,934 2,370 0.09% 0.09% 294 0 0.0% Q2 2026 Aug 13, 2026
Arista Wealth Management, LLC History No change 44,691 2,357 0.25% 0.25% 295 0 0.0% Q2 2026 Jul 08, 2026
Argos Wealth Advisors, LLC History No change 43,913 2,316 0.61% 0.61% 296 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 42,709 2,253 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
Bristlecone Value Partners, LLC History No change 42,398 2,236 1.8% 1.8% 298 0 0.0% Q2 2026 Aug 13, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 42,205 2,226 1.51% 1.51% 299 0 0.0% Q2 2026 Jul 22, 2026
Dupree Financial Group, LLC History Added to 41,130 2,210 0.8% 0.77% 300 +2,082 5.33% Q3 2026 Oct 09, 2026
STAGE HARBOR FINANCIAL, LLC History No change 40,732 2,149 1.24% 1.24% 301 0 0.0% Q2 2026 Aug 07, 2026
Ethos Financial Group, LLC History No change 40,499 2,139 0.14% 0.14% 302 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 40,439 2,133 0.07% 0.07% 303 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 40,400 2,131 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Essential Investment Partners LLC History No change 39,476 2,082 1.67% 1.67% 305 0 0.0% Q2 2026 Jul 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 38,843 2,049 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 38,721 2,042 0.04% 0.04% 307 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 38,585 2,035 0.02% 0.02% 308 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 38,588 2,035 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 38,502 2,031 0.48% 0.48% 310 0 0.0% Q2 2026 Aug 10, 2026
RED REEF ADVISORS LLC History No change 38,473 2,029 1.87% 1.87% 311 0 0.0% Q2 2026 Jul 23, 2026
CALTON & ASSOCIATES, INC. History No change 38,309 2,021 0.3% 0.3% 312 0 0.0% Q2 2026 Aug 10, 2026
Directional Asset Management History No change 38,181 2,014 1.7% 1.7% 313 0 0.0% Q2 2026 Jul 24, 2026
Magnolia Private Wealth, LLC History No change 38,171 2,013 1.11% 1.11% 314 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 37,791 1,994 0.03% 0.03% 315 0 0.0% Q2 2026 Jul 15, 2026
Westmount Partners, LLC History No change 37,598 1,983 0.43% 0.43% 316 0 0.0% Q2 2026 Jul 07, 2026
McGrath & Associates, Inc. History No change 37,480 1,977 2.58% 2.58% 317 0 0.0% Q2 2026 Jul 14, 2026
Medallion Wealth Advisors, LLC History No change 37,389 1,974 0.62% 0.62% 318 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 36,971 1,950 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
BETO FINANCIAL GROUP, LLC History No change 36,895 1,933 1.02% 1.02% 320 0 0.0% Q2 2026 Aug 07, 2026
GLENMEDE TRUST CO NA History No change 36,530 1,927 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 10, 2026
CIDEL ASSET MANAGEMENT INC History No change 36,535 1,927 0.09% 0.09% 322 0 0.0% Q2 2026 Jul 17, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 36,064 1,902 0.12% 0.12% 323 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 35,449 1,870 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 12, 2026
WARNER FINANCIAL, INC History No change 35,399 1,867 0.55% 0.55% 325 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 35,109 1,852 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 11, 2026
Main Street Financial Solutions, LLC History No change 34,911 1,841 0.12% 0.12% 327 0 0.0% Q2 2026 Aug 07, 2026
JT Stratford LLC History No change 34,200 1,804 0.2% 0.2% 328 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 33,926 1,789 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 33,587 1,772 0.38% 0.38% 330 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 33,408 1,762 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 12, 2026
Patten Group, Inc. History No change 33,325 1,758 0.27% 0.27% 332 0 0.0% Q2 2026 Aug 06, 2026
Almanack Investment Partners, LLC. History No change 33,325 1,758 0.22% 0.22% 333 0 0.0% Q2 2026 Jul 30, 2026
Creekside Partners History No change 33,091 1,745 0.63% 0.63% 334 0 0.0% Q2 2026 Jul 30, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 33,023 1,742 1.21% 1.21% 335 0 0.0% Q2 2026 Jul 23, 2026
MONTAG A & ASSOCIATES INC History No change 32,890 1,735 0.07% 0.07% 336 0 0.0% Q2 2026 Aug 05, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 32,276 1,734 0.89% 0.65% 337 +8,599 36.32% Q3 2026 Oct 08, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 32,797 1,730 0.23% 0.23% 338 0 0.0% Q2 2026 Jul 13, 2026
Mayfair Advisory Group, LLC History No change 32,639 1,727 0.52% 0.52% 339 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 32,456 1,712 0.05% 0.05% 340 0 0.0% Q2 2026 Aug 06, 2026
Phil A. Younker & Associates, Ltd. History No change 31,530 1,663 1.12% 1.12% 341 0 0.0% Q2 2026 Aug 07, 2026
Lutz Financial Services LLC History No change 31,486 1,661 0.1% 0.1% 342 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 31,250 1,648 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 30,918 1,631 0.01% 0.01% 344 0 0.0% Q2 2026 Jul 27, 2026
Carter Financial, LLC History No change 30,914 1,631 1.22% 1.22% 345 0 0.0% Q2 2026 Aug 13, 2026
Index Technologies Group LLC History No change 30,761 1,622 1.3% 1.3% 346 0 0.0% Q2 2026 Aug 14, 2026
Compass Financial Group, INC/SD History No change 30,646 1,616 0.19% 0.19% 347 0 0.0% Q2 2026 Aug 04, 2026
Trivium Point Advisory, LLC History No change 30,275 1,597 0.14% 0.14% 348 0 0.0% Q2 2026 Aug 06, 2026
Brand Asset Management Group, Inc. History No change 30,218 1,594 0.35% 0.35% 349 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 30,026 1,584 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 10, 2026
Solstein Capital, LLC History No change 29,700 1,566 0.54% 0.54% 351 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 28,796 1,547 0.43% 0.47% 352 -688 -2.33% Q3 2026 Oct 07, 2026
Waverly Advisors, LLC History No change 29,237 1,542 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 29,192 1,540 0.03% 0.03% 354 0 0.0% Q2 2026 Jul 15, 2026
City Center Advisors, LLC History Added to 28,570 1,535 1.17% 1.17% 355 +1,210 4.42% Q3 2026 Oct 07, 2026
OMNI 360 Wealth, Inc. History No change 29,036 1,531 0.71% 0.71% 356 0 0.0% Q2 2026 Jul 13, 2026
N.E.W. Advisory Services LLC History No change 28,999 1,530 0.1% 0.1% 357 0 0.0% Q2 2026 Aug 06, 2026
Worth Asset Management, LLC History Added to 28,187 1,515 0.44% 0.34% 358 +7,901 38.95% Q3 2026 Oct 07, 2026
Eagle Strategies LLC History No change 28,591 1,508 0.15% 0.15% 359 0 0.0% Q2 2026 Jul 21, 2026
Marshall Financial Group, LLC History No change 28,417 1,499 0.22% 0.22% 360 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 28,403 1,498 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 28,212 1,488 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 07, 2026
Pacific Capital Wealth Advisors, Inc. History No change 28,136 1,484 0.22% 0.22% 363 0 0.0% Q2 2026 Jul 09, 2026
Archvest Wealth Advisors, Inc. History No change 27,789 1,466 0.85% 0.85% 364 0 0.0% Q2 2026 Jul 27, 2026
SteelPeak Wealth, LLC History No change 27,753 1,464 0.04% 0.04% 365 0 0.0% Q2 2026 Jul 13, 2026
CEERA INVESTMENTS, LLC History No change 27,520 1,451 0.62% 0.62% 366 0 0.0% Q2 2026 Aug 05, 2026
Advus Financial Partners, LLC History No change 27,347 1,442 0.41% 0.41% 367 0 0.0% Q2 2026 Oct 02, 2026
Archford Capital Strategies, LLC History No change 27,273 1,438 0.15% 0.15% 368 0 0.0% Q2 2026 Jul 17, 2026
Pekin Hardy Strauss, Inc. History No change 26,688 1,408 0.12% 0.12% 369 0 0.0% Q2 2026 Jul 30, 2026
DHJJ Financial Advisors, Ltd. History No change 25,092 1,323 0.38% 0.38% 370 0 0.0% Q2 2026 Jul 24, 2026
Avidian Wealth Enterprises, LLC History Added to 24,324 1,307 0.04% 0.04% 371 +106 0.44% Q3 2026 Oct 08, 2026
Integrated Advisors Network LLC History No change 24,719 1,304 0.06% 0.06% 372 0 0.0% Q2 2026 Aug 11, 2026
Wealth Advisory Team LLC History No change 24,510 1,293 1.05% 1.05% 373 0 0.0% Q2 2026 Jul 23, 2026
Nuveen, LLC History No change 24,465 1,290 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 11, 2026
Financial Perspectives, Inc History No change 24,230 1,278 0.31% 0.31% 375 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 24,120 1,272 0.31% 0.31% 376 0 0.0% Q2 2026 Aug 14, 2026
KM Capital Management Ltd. History No change 23,956 1,263 0.59% 0.59% 377 0 0.0% Q2 2026 Aug 14, 2026
MENLO ADVISORS LLC History No change 23,846 1,258 0.55% 0.55% 378 0 0.0% Q2 2026 Sep 10, 2026
WCG Wealth Advisors LLC History No change 23,144 1,221 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 14, 2026
ARWA LLC History No change 23,042 1,217 0.5% 0.5% 380 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,913 1,208 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History Added to 22,614 1,206 0.03% 0.02% 382 +9,971 78.87% Q3 2026 Oct 09, 2026
Robertson Stephens Wealth Management, LLC History No change 22,658 1,195 0.03% 0.03% 383 0 0.0% Q2 2026 Jul 29, 2026
Madison Wealth Partners, Inc History No change 22,597 1,192 0.15% 0.15% 384 0 0.0% Q2 2026 Aug 12, 2026
Balentine LLC History No change 22,589 1,191 0.04% 0.04% 385 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 22,495 1,186 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 22,153 1,168 0.03% 0.03% 387 0 0.0% Q2 2026 Aug 05, 2026
Evanson Financial, LLC History No change 22,082 1,165 0.06% 0.06% 388 0 0.0% Q2 2026 Jul 07, 2026
Capital Investment Advisors, LLC History No change 22,014 1,161 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 06, 2026
Invst, LLC History No change 21,876 1,154 0.11% 0.11% 390 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 21,639 1,141 0.03% 0.03% 391 0 0.0% Q2 2026 Aug 04, 2026
ALTFEST L J & CO INC History No change 21,414 1,129 0.11% 0.11% 392 0 0.0% Q2 2026 Jul 30, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 21,399 1,129 0.46% 0.46% 393 0 0.0% Q2 2026 Sep 18, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 21,049 1,110 0.24% 0.24% 394 0 0.0% Q2 2026 Jul 10, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 21,048 1,110 0.38% 0.38% 395 0 0.0% Q2 2026 Aug 13, 2026
Asset Management Group, Inc. History No change 20,416 1,077 0.16% 0.16% 396 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 20,391 1,075 0.24% 0.24% 397 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 20,154 1,063 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 20,076 1,059 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 03, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 19,818 1,045 0.49% 0.49% 400 0 0.0% Q2 2026 Jul 17, 2026
NORTHERN TRUST CORP History No change 19,581 1,033 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 13, 2026
Tumwater Wealth Management, LLC History No change 19,571 1,032 0.37% 0.37% 402 0 0.0% Q2 2026 Jul 20, 2026
Everhart Financial Group, Inc. History Reduced 19,081 1,025 0.06% 0.06% 403 -58 -0.3% Q3 2026 Oct 08, 2026
CPC Advisors, LLC History No change 19,410 1,024 0.14% 0.14% 404 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 19,208 1,013 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History No change 19,036 1,004 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 20,357 996 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 18,823 993 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 13, 2026
Bulwark Capital Corp History No change 18,724 987 0.56% 0.56% 409 0 0.0% Q2 2026 Jul 06, 2026
Clearstead Advisors, LLC History No change 18,474 974 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 06, 2026
First County Bank /CT/ History No change 18,452 973 0.46% 0.46% 411 0 0.0% Q2 2026 Jul 02, 2026
BRIGHTON JONES LLC History No change 18,401 970 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 18,247 962 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History No change 18,215 961 0.08% 0.08% 414 0 0.0% Q2 2026 Jul 15, 2026
Diversified Portfolios, Inc. History No change 18,116 955 0.07% 0.07% 415 0 0.0% Q2 2026 Aug 04, 2026
Detalus Advisors, LLC History No change 17,960 947 0.18% 0.18% 416 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History Added to 17,617 946 0.03% 0.02% 417 +6,077 52.66% Q3 2026 Oct 08, 2026
Colonial Trust Co / SC History No change 17,813 939 0.12% 0.12% 418 0 0.0% Q2 2026 Aug 11, 2026
Revisor Wealth Management LLC History No change 17,332 914 0.22% 0.22% 419 0 0.0% Q2 2026 Jul 21, 2026
Kings Path Partners LLC History No change 17,200 907 0.24% 0.24% 420 0 0.0% Q2 2026 Jul 14, 2026
Embree Financial Group History No change 17,110 902 0.09% 0.09% 421 0 0.0% Q2 2026 Jul 15, 2026
NATIXIS ADVISORS, LLC History No change 17,003 897 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 16,992 896 0.04% 0.04% 423 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 16,931 893 0.0% 0.0% 424 0 0.0% Q2 2026 Jul 28, 2026
EQ WEALTH ADVISORS, LLC History No change 16,867 889 0.49% 0.49% 425 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 16,654 878 0.14% 0.14% 426 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 16,597 875 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 13, 2026
Perissos Private Wealth Management, LLC History No change 16,532 872 0.59% 0.59% 428 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 16,488 869 0.05% 0.05% 429 0 0.0% Q2 2026 Jul 29, 2026
Stone Summit Wealth LLC History No change 16,455 868 0.22% 0.22% 430 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 16,402 865 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 16,409 865 0.27% 0.27% 432 0 0.0% Q2 2026 Jul 30, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 16,321 861 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 10, 2026
Triangle Securities Wealth Management History No change 16,273 858 0.17% 0.17% 434 0 0.0% Q2 2026 Jul 14, 2026
BOS Asset Management, LLC History Added to 15,922 855 0.2% 0.18% 435 +1,575 10.98% Q3 2026 Oct 09, 2026
Pacific Park Financial, Inc. History No change 16,130 851 0.49% 0.49% 436 0 0.0% Q2 2026 Jul 21, 2026
Kelman-Lazarov, Inc. History No change 16,103 849 0.11% 0.11% 437 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 16,089 848 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,072 844 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 16,006 844 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Group, LLC History No change 15,701 828 0.05% 0.05% 441 0 0.0% Q2 2026 Jul 27, 2026
Range Advisory, LLC History No change 15,620 824 0.1% 0.1% 442 0 0.0% Q2 2026 Sep 02, 2026
APPLETON PARTNERS INC/MA History No change 15,601 823 0.05% 0.05% 443 0 0.0% Q2 2026 Jul 21, 2026
KEYVANTAGE WEALTH, LLC History No change 15,589 822 0.31% 0.31% 444 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 15,490 817 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 03, 2026
Skyline Advisors, Inc. History No change 15,491 817 0.26% 0.26% 446 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 15,408 812 0.08% 0.08% 447 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 15,374 811 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 15,360 810 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 15,342 809 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 28, 2026
Clarity Capital Advisors, LLC History No change 15,245 804 0.34% 0.34% 451 0 0.0% Q2 2026 Jul 13, 2026
PCA Investment Advisory Services Inc. History No change 15,218 802 0.22% 0.22% 452 0 0.0% Q2 2026 Jul 27, 2026
Strategic Blueprint, LLC History No change 15,106 796 0.04% 0.04% 453 0 0.0% Q2 2026 Jul 23, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 14,968 789 0.18% 0.18% 454 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 14,949 788 0.02% 0.02% 455 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 14,817 781 0.04% 0.04% 456 0 0.0% Q2 2026 Aug 06, 2026
NorthRock Partners, LLC History No change 14,727 776 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 11, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 14,601 770 0.32% 0.32% 458 0 0.0% Q2 2026 Jul 16, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 14,298 754 0.16% 0.16% 459 0 0.0% Q2 2026 Aug 11, 2026
Gambit Capital Management, LLC History No change 14,168 747 0.43% 0.43% 460 0 0.0% Q2 2026 Aug 11, 2026
Red Mountain Financial, LLC History No change 14,079 742 0.62% 0.62% 461 0 0.0% Q2 2026 Jul 21, 2026
PDS Planning, Inc History No change 14,014 739 0.04% 0.04% 462 0 0.0% Q2 2026 Aug 05, 2026
Walkner Condon Financial Advisors LLC History No change 13,887 732 0.08% 0.08% 463 0 0.0% Q2 2026 Jul 27, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 13,849 730 0.15% 0.15% 464 0 0.0% Q2 2026 Aug 14, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 13,792 727 0.31% 0.31% 465 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 13,754 725 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 13,738 724 0.03% 0.03% 467 0 0.0% Q2 2026 Jul 22, 2026
VICTORY FINANCIAL GROUP, LLC History No change 13,730 724 0.08% 0.08% 468 0 0.0% Q2 2026 Jul 28, 2026
Downshift Financial, LLC History No change 13,720 723 0.32% 0.32% 469 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 13,461 710 0.04% 0.04% 470 0 0.0% Q2 2026 Jul 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 13,455 709 0.01% 0.01% 471 0 0.0% Q2 2026 Jul 15, 2026
Members Trust Co History No change 13,439 709 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 13,416 707 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors, LLC History No change 13,398 706 0.34% 0.34% 474 0 0.0% Q2 2026 Aug 10, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 13,334 703 0.11% 0.11% 475 0 0.0% Q2 2026 Aug 07, 2026
Revolve Wealth Partners, LLC History No change 13,250 699 0.07% 0.07% 476 0 0.0% Q2 2026 Jul 09, 2026
HUB Investment Partners, LLC History No change 13,242 698 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History No change 13,075 689 0.03% 0.03% 478 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 12,978 684 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 05, 2026
Swisher Financial Concepts, Inc. History No change 12,955 683 0.43% 0.43% 480 0 0.0% Q2 2026 Aug 06, 2026
17 CAPITAL PARTNERS, LLC History No change 12,917 681 0.31% 0.31% 481 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History No change 12,914 681 0.03% 0.03% 482 0 0.0% Q2 2026 Jul 29, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 12,817 676 0.06% 0.06% 483 0 0.0% Q2 2026 Jul 27, 2026
Avior Wealth Management, LLC History No change 12,665 668 0.02% 0.02% 484 0 0.0% Q2 2026 Jul 07, 2026
Monetary Solutions, Ltd History No change 12,659 667 0.57% 0.57% 485 0 0.0% Q2 2026 Jul 23, 2026
J. Derek Lewis & Associates Inc. History No change 12,388 653 0.12% 0.12% 486 0 0.0% Q2 2026 Jul 31, 2026
Values Added Financial LLC History No change 12,201 643 0.23% 0.23% 487 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 12,169 642 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 23, 2026
Davidson Kahn Capital Management, LLC History No change 12,052 635 0.27% 0.27% 489 0 0.0% Q2 2026 Jul 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 11,989 632 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 11,995 632 0.07% 0.07% 491 0 0.0% Q2 2026 Jul 09, 2026
Facet Wealth, Inc. History No change 11,820 623 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 27, 2026
Security Financial Services, INC. History No change 11,765 620 0.09% 0.09% 493 0 0.0% Q2 2026 Jul 15, 2026
Millstone Evans Group, LLC History No change 11,677 616 0.33% 0.33% 494 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 11,644 614 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 11,550 609 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 21, 2026
Seed Wealth Management, Inc. History No change 11,530 608 0.38% 0.38% 497 0 0.0% Q2 2026 Jul 27, 2026
EHRLICH FINANCIAL GROUP History No change 11,527 608 0.31% 0.31% 498 0 0.0% Q2 2026 Jul 09, 2026
SigFig Wealth Management, LLC History Added to 11,214 602 0.02% 0.01% 499 +623 5.88% Q3 2026 Oct 07, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 11,371 599 0.06% 0.06% 500 0 0.0% Q2 2026 Jul 24, 2026
Aviance Capital Partners, LLC History No change 11,370 599 0.06% 0.06% 501 0 0.0% Q2 2026 Jul 30, 2026
Avantra Family Wealth, Inc. History No change 11,188 590 0.38% 0.38% 502 0 0.0% Q2 2026 Jul 29, 2026
NBT BANK, N.A. History No change 11,121 586 0.04% 0.04% 503 0 0.0% Q2 2026 Jul 29, 2026
DDD Partners, LLC History No change 11,076 584 0.04% 0.04% 504 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 11,052 583 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 14, 2026
Spartan Wealth Advisory Services LLC History No change 10,928 576 0.05% 0.05% 506 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 10,898 574 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,862 573 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 10,852 573 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,784 568 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 23, 2026
D'Orazio & Associates, Inc. History No change 10,782 568 0.07% 0.07% 511 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 10,769 568 0.02% 0.02% 512 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Management Group, LLC History No change 10,771 568 0.13% 0.13% 513 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History Added to 10,632 567 0.01% 0.01% 514 +2,421 29.48% Q3 2026 Oct 08, 2026
LaSalle St. Investment Advisors, LLC History No change 10,491 553 0.07% 0.07% 515 0 0.0% Q2 2026 Aug 11, 2026
Lynx Investment Advisory History No change 10,399 548 0.18% 0.18% 516 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 10,279 542 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 10,212 538 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 04, 2026
Peregrine Asset Advisers, Inc. History No change 10,094 532 0.12% 0.12% 519 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 10,070 531 0.07% 0.07% 520 0 0.0% Q2 2026 Aug 04, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 9,990 527 0.52% 0.52% 521 0 0.0% Q2 2026 Jul 21, 2026
Round Rock Advisors LLC History No change 9,978 526 0.07% 0.07% 522 0 0.0% Q2 2026 Aug 12, 2026
Linscomb Wealth, Inc. History No change 9,964 525 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 9,949 524 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 05, 2026
Ellevest, Inc. History No change 10,014 520 0.06% 0.06% 525 0 0.0% Q2 2026 Aug 10, 2026
Crusonia Wealth Advisors LLC History No change 9,849 519 0.09% 0.09% 526 0 0.0% Q2 2026 Jul 30, 2026
DIVERSIFIED MANAGEMENT INC History No change 9,578 514 0.09% 0.11% 527 0 0.0% Q3 2026 Oct 08, 2026
GeoWealth Management, LLC History No change 9,586 505 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 30, 2026
Ballast, Inc. History No change 9,500 501 0.09% 0.09% 529 0 0.0% Q2 2026 Jul 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 9,478 500 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 06, 2026
Evolution Advisers, Inc. History No change 9,453 498 0.18% 0.18% 531 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 9,307 492 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,331 492 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 14, 2026
Frankly Finances, LLC History No change 9,214 486 0.38% 0.38% 534 0 0.0% Q2 2026 Jul 15, 2026
Werba Rubin Papier Wealth Management History No change 9,196 485 0.06% 0.06% 535 0 0.0% Q2 2026 Jul 27, 2026
KCM INVESTMENT ADVISORS LLC History No change 9,184 484 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 9,163 483 0.17% 0.17% 537 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 9,114 480 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 18, 2026
Selective Wealth Management, Inc. History No change 9,088 479 0.13% 0.13% 539 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 9,073 478 0.03% 0.03% 540 0 0.0% Q2 2026 Jul 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 8,990 474 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 8,921 470 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 13, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 8,899 469 0.22% 0.22% 543 0 0.0% Q2 2026 Sep 18, 2026
LANARK FINANCIAL, INC. History No change 8,816 465 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 21, 2026
Foguth Wealth Management, LLC. History No change 8,813 461 0.05% 0.05% 545 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Financial Group, LLC History No change 8,723 460 0.15% 0.14% 546 0 0.0% Q3 2026 Oct 06, 2026
Freestone Capital Holdings, LLC History No change 8,670 457 0.01% 0.01% 547 0 0.0% Q2 2026 Jul 31, 2026
GK Wealth Management LLC History Reduced 8,481 455 0.26% 0.24% 548 -185 -2.13% Q3 2026 Oct 09, 2026
SouthState Bank Corp History No change 8,584 452 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 8,551 451 0.02% 0.02% 550 0 0.0% Q2 2026 Jul 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 8,564 447 0.03% 0.03% 551 0 0.0% Q2 2026 Jul 22, 2026
Texas Yale Capital Corp. History No change 8,461 446 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 12, 2026
Canvas Wealth Advisors, LLC History No change 8,466 446 0.06% 0.06% 553 0 0.0% Q2 2026 Jul 10, 2026
World Investment Advisors History No change 8,677 433 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 8,116 428 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 03, 2026
Advisory Alpha, LLC History No change 8,080 426 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 8,064 425 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 11, 2026
Valmark Advisers, Inc. History No change 7,961 420 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 7,946 419 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 07, 2026
Global Assets Advisory, LLC History No change 8,008 418 0.09% 0.09% 560 0 0.0% Q2 2026 Jul 27, 2026
William Howard & Co Financial Advisors Inc History No change 7,866 415 0.32% 0.32% 561 0 0.0% Q2 2026 Jul 09, 2026
Plan A Wealth LLC History Added to 7,719 414 0.15% 0.17% 562 +10 0.13% Q3 2026 Oct 08, 2026
Cassaday & Co Wealth Management LLC History No change 7,832 413 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 10, 2026
Independent Advisor Alliance History No change 7,704 406 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 12, 2026
Clarkston Capital Partners, LLC History No change 7,664 404 0.03% 0.03% 565 0 0.0% Q2 2026 Aug 11, 2026
Canal Capital Management, LLC History No change 7,643 403 0.05% 0.05% 566 0 0.0% Q2 2026 Jul 28, 2026
Clark Asset Management, LLC History No change 7,631 402 0.03% 0.03% 567 0 0.0% Q2 2026 Jul 07, 2026
Vision Retirement, LLC History No change 7,583 400 0.1% 0.1% 568 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 7,539 397 0.21% 0.21% 569 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 7,521 396 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 23, 2026
Crescent Sterling, Ltd. History No change 7,498 395 0.35% 0.35% 571 0 0.0% Q2 2026 Jul 07, 2026
Wealth Forward, LLC History No change 7,468 394 0.2% 0.2% 572 0 0.0% Q2 2026 Jul 29, 2026
Lauterbach Financial Advisors, LLC History No change 7,449 393 0.17% 0.17% 573 0 0.0% Q2 2026 Jul 27, 2026
Financial Life Planners History No change 7,422 391 0.25% 0.25% 574 0 0.0% Q2 2026 Jul 21, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 7,343 387 0.05% 0.05% 575 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 7,327 386 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 20, 2026
Tactive Advisors, LLC History Added to 7,180 385 0.09% 0.09% 577 +60 0.84% Q3 2026 Oct 08, 2026
KLCM Advisors, Inc. History No change 7,291 384 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 06, 2026
Caerus Investment Advisors, LLC History No change 7,270 383 0.13% 0.13% 579 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 7,244 382 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 18, 2026
Berger Financial Group, Inc History No change 7,193 379 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 04, 2026
FIRST FINANCIAL BANKSHARES INC History No change 7,155 377 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 11, 2026
OARSMAN CAPITAL, INC. History No change 7,122 375 0.04% 0.04% 583 0 0.0% Q2 2026 Aug 07, 2026
MidAtlantic Capital Management, Inc. History No change 7,069 372 0.23% 0.23% 584 0 0.0% Q2 2026 Aug 10, 2026
BXM Wealth LLC History No change 7,041 371 0.2% 0.2% 585 0 0.0% Q2 2026 Jul 24, 2026
CONDOR CAPITAL MANAGEMENT History No change 6,996 369 0.03% 0.03% 586 0 0.0% Q2 2026 Aug 12, 2026
SEVEN MILE ADVISORY History No change 6,980 368 0.25% 0.25% 587 0 0.0% Q2 2026 Aug 13, 2026
J. L. Bainbridge & Co., Inc. History No change 6,966 367 0.03% 0.03% 588 0 0.0% Q2 2026 Jul 22, 2026
Bell Bank History No change 6,940 366 0.01% 0.01% 589 0 0.0% Q2 2026 Jul 15, 2026
Curi Capital, LLC History No change 6,949 366 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 6,945 366 0.04% 0.04% 591 0 0.0% Q2 2026 Jul 09, 2026
Regal Investment Advisors LLC History No change 6,941 366 0.02% 0.02% 592 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 6,624 364 0.11% 0.11% 593 0 0.0% Q2 2026 Aug 13, 2026
Brio Consultants, LLC History No change 6,913 364 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 6,893 363 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 6,884 363 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 6,703 360 0.0% 0.01% 597 -2,794 -29.42% Q3 2026 Oct 05, 2026
Elgethun Capital Management History No change 6,720 354 0.05% 0.05% 598 0 0.0% Q2 2026 Jul 29, 2026
ADE, LLC History No change 6,724 354 0.15% 0.15% 599 0 0.0% Q2 2026 Aug 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 6,718 354 0.04% 0.04% 600 0 0.0% Q2 2026 Aug 12, 2026
Opus Financial Solutions LLC History No change 6,706 353 0.28% 0.28% 601 0 0.0% Q2 2026 Jul 24, 2026
Spectrum Planning & Advisory Services Inc. History No change 6,676 352 0.16% 0.16% 602 0 0.0% Q2 2026 Jul 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 6,647 350 0.12% 0.12% 603 0 0.0% Q2 2026 Jul 23, 2026
Vanguard National Trust Co History No change 6,593 347 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 13, 2026
Catalyst Investment Management LLC History No change 6,526 344 0.31% 0.31% 605 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 6,500 342 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 6,492 342 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 09, 2026
MBE Wealth Management, LLC History No change 6,478 341 0.12% 0.12% 608 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 6,457 340 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 6,445 340 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 6,435 339 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 13, 2026
Gradient Investments LLC History Added to 6,279 337 0.0% 0.0% 612 +101 1.63% Q3 2026 Oct 08, 2026
6th Street Advisors, LLC History No change 6,336 334 0.19% 0.19% 613 0 0.0% Q2 2026 Jul 23, 2026
Squarepoint Ops LLC History No change 6,287 331 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,257 330 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 6,250 329 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 6,203 327 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 10, 2026
Manuka Financial, LLC History No change 6,214 327 0.17% 0.17% 618 0 0.0% Q2 2026 Jul 31, 2026
Elite Financial, Inc. History No change 6,212 327 0.13% 0.13% 619 0 0.0% Q2 2026 Aug 13, 2026
Evercore Wealth Management, LLC History No change 6,186 326 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 14, 2026
Tortoise Investment Management, LLC History No change 6,196 326 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 07, 2026
Empower Advisory Group, LLC History No change 6,126 323 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 6,021 322 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 27, 2026
CFO4Life Group, LLC History No change 6,118 322 0.04% 0.04% 624 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 6,078 320 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 5,955 314 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 27, 2026
Soltis Investment Advisors LLC History No change 5,950 313 0.02% 0.02% 627 0 0.0% Q2 2026 Jul 31, 2026
LEUTHOLD GROUP, LLC History No change 5,860 309 0.03% 0.03% 628 0 0.0% Q2 2026 Aug 04, 2026
Mayflower Financial Advisors, LLC History No change 5,843 308 0.03% 0.03% 629 0 0.0% Q2 2026 Jul 09, 2026
XY Planning Network, Inc. History No change 5,845 308 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 14, 2026
Icon Wealth Advisors, LLC History No change 5,851 308 0.02% 0.02% 631 0 0.0% Q2 2026 Aug 05, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,804 306 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 5,722 301 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 14, 2026
SFMG, LLC History No change 5,690 300 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 5,658 299 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 04, 2026
Principia Wealth Advisory, LLC History No change 5,671 299 0.15% 0.15% 636 0 0.0% Q2 2026 Aug 26, 2026
WealthBridge Capital Management, LLC History No change 5,657 298 0.06% 0.06% 637 0 0.0% Q2 2026 Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 5,620 296 0.09% 0.09% 638 0 0.0% Q2 2026 Jul 29, 2026
Hidden Cove Wealth Management, LLC History No change 5,613 296 0.16% 0.16% 639 0 0.0% Q2 2026 Jul 21, 2026
Fisher Asset Management, LLC History No change 5,596 295 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 04, 2026
Coastwise Capital Group, LLC History No change 5,591 294 0.17% 0.17% 641 0 0.0% Q2 2026 Jul 16, 2026
Phillip James Consulting Co. History No change 5,590 294 0.2% 0.2% 642 0 0.0% Q2 2026 Jul 28, 2026
McCartney Wealth Management LLC History No change 5,560 293 0.22% 0.22% 643 0 0.0% Q2 2026 Aug 03, 2026
Caprock Group, LLC History No change 5,491 289 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 27, 2026
CHANNEL WEALTH LLC History No change 5,460 288 0.06% 0.06% 645 0 0.0% Q2 2026 Aug 04, 2026
Tenon Financial LLC History No change 5,363 282 0.09% 0.09% 646 0 0.0% Q2 2026 Jul 24, 2026
Milestone Investment Advisors LLC History No change 5,253 277 0.06% 0.06% 647 0 0.0% Q2 2026 Aug 14, 2026
PATTEN & PATTEN INC/TN History No change 5,208 274 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 05, 2026
WealthPLAN Partners, LLC History No change 5,140 271 0.05% 0.05% 649 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 5,152 271 0.13% 0.13% 650 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 5,100 269 0.0% 0.0% 651 0 0.0% Q2 2026 Sep 02, 2026
Lafayette Investments, Inc. History No change 5,046 266 0.05% 0.05% 652 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 5,060 266 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 22, 2026
West Wealth Group, LLC History No change 5,007 264 0.04% 0.04% 654 0 0.0% Q2 2026 Aug 06, 2026
Wilkins Miller Wealth Management, LLC History No change 4,997 263 0.14% 0.14% 655 0 0.0% Q2 2026 Jul 21, 2026
B. Riley Wealth Advisors, Inc. History No change 4,988 262 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 14, 2026
Empirical Asset Management, LLC History No change 4,982 262 0.06% 0.06% 657 0 0.0% Q2 2026 Aug 10, 2026
UNIVEST FINANCIAL Corp History No change 4,961 261 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,925 259 0.05% 0.05% 659 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History No change 4,770 256 0.02% 0.02% 660 0 0.0% Q3 2026 Oct 01, 2026
Gladstone Institutional Advisory LLC History No change 4,737 249 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 27, 2026
Red Door Wealth Management, LLC History No change 4,735 249 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 13, 2026
BetterWealth, LLC History No change 4,731 249 0.04% 0.04% 663 0 0.0% Q2 2026 Jul 21, 2026
Destination Wealth Management History No change 4,715 248 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 14, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 4,700 247 0.04% 0.04% 665 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 4,651 245 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 27, 2026
DiNuzzo Private Wealth, Inc. History No change 4,646 245 0.02% 0.02% 667 0 0.0% Q2 2026 Jul 10, 2026
Acorn Wealth Advisors, LLC History No change 4,641 244 0.06% 0.06% 668 0 0.0% Q2 2026 Jul 30, 2026
Fortune Financial Advisors, LLC History No change 4,638 244 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 4,633 244 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 04, 2026
Elevation Wealth Management LLC History No change 4,635 244 0.18% 0.18% 671 0 0.0% Q2 2026 Jul 29, 2026
Fortis Advisors, LLC History No change 4,606 242 0.11% 0.11% 672 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 4,585 241 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 4,575 241 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 4,338 240 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,500 237 0.01% 0.01% 676 0 0.0% Q2 2026 Jul 24, 2026
Chevy Chase Trust Holdings, LLC History No change 4,510 237 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 4,497 237 0.11% 0.11% 678 0 0.0% Q2 2026 Aug 13, 2026
Crescent Grove Advisors, LLC History No change 4,488 236 0.02% 0.02% 679 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 4,461 235 0.02% 0.02% 680 0 0.0% Q2 2026 Aug 06, 2026
5T Wealth, LLC History No change 4,461 235 0.09% 0.09% 681 0 0.0% Q2 2026 Jul 21, 2026
Index Fund Advisors, Inc. History No change 4,445 234 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 12, 2026
Shum Financial Group, Inc. History No change 4,448 234 0.14% 0.14% 683 0 0.0% Q2 2026 Jul 22, 2026
PARK NATIONAL CORP /OH/ History No change 4,291 230 0.01% 0.01% 684 0 0.0% Q3 2026 Oct 05, 2026
Oakworth Capital, Inc. History No change 4,392 230 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 4,323 228 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History No change 4,269 225 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 10, 2026
ROCKLAND TRUST CO History New 4,177 224 0.01% — 688 +4,177 New Q3 2026 Oct 05, 2026
Avantax Planning Partners, Inc. History No change 4,235 223 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 28, 2026
Range Financial Group LLC History No change 4,241 223 0.06% 0.06% 690 0 0.0% Q2 2026 Jul 15, 2026
Tempo Wealth, LLC History No change 4,238 223 0.03% 0.03% 691 0 0.0% Q2 2026 Jul 27, 2026
Advisor OS, LLC History No change 4,221 222 0.01% 0.01% 692 0 0.0% Q2 2026 Aug 05, 2026
LMG Wealth Partners, LLC History No change 4,225 222 0.04% 0.04% 693 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 4,190 221 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 13, 2026
Town Capital LLC History No change 4,201 221 0.14% 0.14% 695 0 0.0% Q2 2026 Jul 27, 2026
Beacon Bridge Wealth Partners, LLC History No change 4,193 221 0.06% 0.06% 696 0 0.0% Q2 2026 Aug 05, 2026
Concentrum Wealth Management History No change 4,145 218 0.05% 0.05% 697 0 0.0% Q2 2026 Aug 06, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 4,127 217 0.09% 0.09% 698 0 0.0% Q2 2026 Jul 14, 2026
Calamos Wealth Management LLC History No change 4,105 216 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 31, 2026
Spinnaker Investment Group, LLC History No change 4,103 216 0.03% 0.03% 700 0 0.0% Q2 2026 Jul 10, 2026
Smithfield Trust Co History No change 4,040 213 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 4,045 213 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 17, 2026
MJP ASSOCIATES INC /ADV History No change 4,001 211 0.02% 0.02% 703 0 0.0% Q2 2026 Aug 11, 2026
SIMON QUICK ADVISORS, LLC History No change 4,000 211 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 28, 2026
HOWE & RUSLING INC History No change 3,988 210 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 10, 2026
5th Street Advisors, LLC History No change 3,960 208 0.08% 0.08% 706 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 3,938 207 0.16% 0.16% 707 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE TRUST CO NA History No change 3,912 206 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 28, 2026
GC Wealth Management RIA, LLC History No change 3,915 206 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 16, 2026
Valeo Financial Advisors, LLC History New 3,801 204 0.0% — 710 +3,801 New Q3 2026 Oct 08, 2026
HRT FINANCIAL LP History No change 3,800 200 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 3,761 198 0.01% 0.01% 712 0 0.0% Q2 2026 Sep 15, 2026
CULLEN/FROST BANKERS, INC. History No change 3,621 191 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 27, 2026
Peak Retirement Planning, Inc. History No change 3,613 190 0.03% 0.03% 714 0 0.0% Q2 2026 Aug 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,524 185 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 08, 2026
GILL CAPITAL PARTNERS, LLC History No change 3,402 179 0.05% 0.05% 716 0 0.0% Q2 2026 Aug 20, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,317 175 0.06% 0.06% 717 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Advisors History No change 3,232 170 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 3,104 163 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Investment Management History No change 3,101 163 0.06% 0.06% 720 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 2,988 157 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 03, 2026
Arlington Trust Co LLC History No change 2,713 143 0.01% 0.01% 722 0 0.0% Q2 2026 Jul 07, 2026
PROFFITT & GOODSON INC History No change 2,545 134 0.02% 0.02% 723 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 2,504 133 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 04, 2026
RMG Wealth Management LLC History No change 2,390 132 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 13, 2026
Pflug Koory, LLC History No change 2,462 129 0.05% 0.05% 726 0 0.0% Q2 2026 Jul 21, 2026
ASHTON THOMAS SECURITIES, LLC History No change 2,420 127 0.02% 0.02% 727 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 2,398 126 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 2,374 125 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Planning Group LLC History No change 2,279 121 0.02% 0.02% 730 0 0.0% Q2 2026 Jul 29, 2026
Key FInancial Inc History No change 2,238 118 0.02% 0.02% 731 0 0.0% Q2 2026 Jul 24, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,205 116 0.01% 0.01% 732 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 2,091 110 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 17, 2026
Activest Wealth Management History No change 2,100 110 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 16, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,075 109 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 08, 2026
Burk Holdings LLC History No change 2,047 108 0.04% 0.04% 736 0 0.0% Q2 2026 Aug 12, 2026
Cascades Capital Asset Management, LLC History No change 2,002 105 0.04% 0.04% 737 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History New 1,940 104 0.01% — 739 +1,940 New Q3 2026 Oct 08, 2026
Godfrey Financial Associates, Inc. History No change 1,977 104 0.08% 0.08% 738 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 1,963 103 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 06, 2026
Glassman Wealth Services History No change 1,947 102 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 05, 2026
Integrity Financial Corp /WA History No change 1,941 102 0.05% 0.05% 742 0 0.0% Q2 2026 Jul 31, 2026
1 NORTH WEALTH SERVICES LLC History No change 1,915 101 0.03% 0.03% 743 0 0.0% Q2 2026 Aug 03, 2026
Barnes Dennig Private Wealth Management LLC History No change 1,899 100 0.08% 0.08% 744 0 0.0% Q2 2026 Jul 15, 2026
Financial Network Wealth Advisors LLC History No change 1,791 94 0.1% 0.1% 745 0 0.0% Q2 2026 Jul 29, 2026
PlanVest Financial, Inc History No change 1,775 93 0.06% 0.06% 746 0 0.0% Q2 2026 Aug 10, 2026
Winch Advisory Services, LLC History No change 1,746 92 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 1,746 92 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 07, 2026
BOK Financial Private Wealth, Inc. History No change 1,719 90 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,709 89 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 13, 2026
Networth Advisors, LLC History No change 1,700 89 0.05% 0.05% 751 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,695 89 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 1,566 82 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 28, 2026
Parvin Asset Management, LLC History No change 1,557 82 0.06% 0.06% 754 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,500 79 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 28, 2026
Fairway Wealth LLC History No change 1,510 79 0.02% 0.02% 756 0 0.0% Q2 2026 Jul 24, 2026
Leo H. Evart, Inc. History No change 1,493 78 0.06% 0.06% 757 0 0.0% Q2 2026 Aug 17, 2026
Caitlin John, LLC History No change 1,493 78 0.04% 0.04% 758 0 0.0% Q2 2026 Aug 17, 2026
Johnson Financial Group, Inc. History No change 1,463 77 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 10, 2026
Weaver Capital Management LLC History No change 1,571 76 0.02% 0.02% 760 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 1,416 74 0.03% 0.03% 761 0 0.0% Q2 2026 Jul 13, 2026
Operose Advisors LLC History No change 1,339 70 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 1,327 70 0.04% 0.04% 763 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 1,306 68 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 31, 2026
Wilkerson Advisory Group LLC History No change 1,296 68 0.02% 0.02% 765 0 0.0% Q2 2026 Jul 21, 2026
CKW FINANCIAL GROUP History No change 1,261 66 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,257 66 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 23, 2026
SHP Wealth Management History No change 1,245 65 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,200 63 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 14, 2026
HOEY INVESTMENTS, INC History No change 1,182 62 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 27, 2026
Family Capital Trust Co History No change 1,160 61 0.02% 0.02% 771 0 0.0% Q2 2026 Jul 30, 2026
Parkside Financial Bank & Trust History No change 1,109 58 0.0% 0.0% 772 0 0.0% Q2 2026 Sep 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,114 58 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 24, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,046 56 0.01% 0.0% 774 0 0.0% Q3 2026 Oct 07, 2026
Russell Investments Group, Ltd. History No change 1,067 56 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 06, 2026
Aspect Partners, LLC History No change 1,077 56 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 1,057 55 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 15, 2026
Security National Bank History No change 1,036 54 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 15, 2026
Oakmont Advisory Group, LLC History No change 1,009 53 0.04% 0.04% 779 0 0.0% Q2 2026 Aug 03, 2026
ADIRONDACK TRUST CO History No change 951 50 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 16, 2026
Murphy & Mullick Capital Management Corp History No change 941 49 0.03% 0.03% 781 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 920 48 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 22, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 902 47 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 901 47 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 20, 2026
HM PAYSON & CO History No change 808 42 0.0% 0.0% 785 0 0.0% Q2 2026 Jul 17, 2026
PFS Partners, LLC History No change 800 42 0.02% 0.02% 786 0 0.0% Q2 2026 Jul 20, 2026
NFSG Corp History No change 786 41 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 766 40 0.01% 0.01% 788 0 0.0% Q2 2026 Jul 20, 2026
Allied Private Wealth LLC History No change 759 39 0.03% 0.03% 789 0 0.0% Q2 2026 Jul 09, 2026
Hamilton Point Investment Advisors, LLC History No change 725 38 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 28, 2026
Nalls Sherbakoff Group, LLC History No change 724 38 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 723 38 0.02% 0.02% 792 0 0.0% Q2 2026 Aug 04, 2026
Quent Capital, LLC History No change 725 38 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 07, 2026
CDKV HOLDINGS LLC History No change 736 38 0.03% 0.03% 794 0 0.0% Q2 2026 Jul 30, 2026
Crewe Advisors LLC History No change 669 35 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 23, 2026
TOMPKINS FINANCIAL CORP History No change 632 33 0.0% 0.0% 796 0 0.0% Q3 2026 Oct 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 621 32 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 11, 2026
MOTCO History No change 619 32 0.0% 0.0% 798 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 613 32 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 572 30 0.0% 0.0% 800 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 572 30 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 16, 2026
CITIGROUP INC History No change 567 29 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 03, 2026
JDM Financial Group LLC History No change 560 29 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 556 29 0.01% 0.01% 804 0 0.0% Q2 2026 Aug 07, 2026
PINNEY & SCOFIELD, INC. History No change 558 29 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 509 26 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 23, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 494 26 0.0% 0.0% 807 0 0.0% Q3 2026 Oct 09, 2026
Salomon & Ludwin, LLC History No change 491 25 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 483 25 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 452 23 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 10, 2026
Intelligent Financial Strategies History No change 451 23 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 441 23 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 30, 2026
CrossGen Wealth, LLC History No change 446 23 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 426 22 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 07, 2026
Paladin Advisory Group, LLC History No change 401 21 0.01% 0.01% 815 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 393 21 0.0% 0.0% 816 0 0.0% Q3 2026 Oct 08, 2026
Vermillion Wealth Management, Inc. History No change 396 20 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 15, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 347 18 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 13, 2026
Wagner Wealth Management, LLC History No change 347 18 0.0% 0.0% 819 0 0.0% Q2 2026 Jul 24, 2026
Triumph Capital Management History No change 347 18 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 20, 2026
SJS Investment Consulting Inc. History No change 323 17 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 22, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 334 17 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 21, 2026
Robinswood Financial LLC History No change 338 17 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 14, 2026
GODSEY & GIBB, INC History No change 322 16 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 13, 2026
Lodestone Wealth Management LLC History No change 316 16 0.01% 0.01% 825 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 321 16 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 295 15 0.01% 0.01% 827 0 0.0% Q2 2026 Jul 13, 2026
Tower View Wealth Management LLC History No change 261 13 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 24, 2026
Kozak & Associates, Inc. History No change 261 13 0.0% 0.0% 829 0 0.0% Q2 2026 Jul 02, 2026
Harborfront Financial Group LLC History No change 252 13 0.05% 0.05% 830 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 230 12 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 12, 2026
Peachtree Investment Partners, LLC History No change 243 12 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 06, 2026
Frazier Financial Advisors, LLC History No change 245 12 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 10, 2026
TIAA Wealth Investment Management LLC History No change 232 12 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 209 11 0.01% 0.01% 835 0 0.0% Q2 2026 Jul 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 213 11 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 214 11 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 192 10 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 185 9 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 186 9 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 23, 2026
BESSEMER GROUP INC History No change 144 8 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 12, 2026
MV CAPITAL MANAGEMENT, INC. History No change 168 8 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 30, 2026
Greykasell Wealth Strategies, Inc. History No change 152 8 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 157 8 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History Added to 135 7 0.0% 0.0% 849 +35 35.0% Q3 2026 Oct 01, 2026
Manchester Capital Management LLC History No change 136 7 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 138 7 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 24, 2026
CX Institutional History No change 127 7 0.0% 0.0% 847 0 0.0% Q3 2026 Oct 02, 2026
Wiser Advisor Group LLC History No change 140 7 0.01% 0.01% 848 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 142 7 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 13, 2026
Anchor Bay Capital, Inc. History No change 145 7 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 149 7 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 11, 2026
Grove Bank & Trust History New 109 5 0.0% — 855 +109 New Q3 2026 Oct 08, 2026
TRUST CO OF VERMONT History No change 110 5 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 100 5 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 13, 2026
SYM FINANCIAL Corp History No change 80 4 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 04, 2026
PROSPERITY BANCSHARES INC History No change 78 4 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 14, 2026
Cordant, Inc. History No change 83 4 0.0% 0.0% 858 0 0.0% Q2 2026 Jul 14, 2026
Cordgrass Capital Advisors, LLC History No change 86 4 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 06, 2026
Aventus Investment Advisors, Inc. History No change 93 4 0.0% 0.0% 860 0 0.0% Q3 2026 Oct 09, 2026
Central Pacific Bank - Trust Division History No change 58 3 0.0% 0.0% 861 0 0.0% Q3 2026 Oct 05, 2026
RHL GROUP, LLC History No change 75 3 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 03, 2026
Signature Equity Partners, LLC History No change 61 3 0.0% 0.0% 863 0 0.0% Q2 2026 Jul 30, 2026
LOWE BROCKENBROUGH & CO INC History No change 40 2 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 03, 2026
Financial Management Professionals, Inc. History No change 50 2 0.0% 0.0% 865 0 0.0% Q2 2026 Jul 09, 2026
IAG Wealth Partners, LLC History No change 51 2 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 06, 2026
Valued Wealth Advisors LLC History No change 38 2 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 20, 2026
Graney & King, LLC History No change 49 2 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 07, 2026
3 FACTOR INDEXING, LLC History No change 55 2 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 08, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 34 1 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 13, 2026
Stone House Investment Management, LLC History No change 32 1 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 05, 2026
First Command Advisory Services, Inc. History No change 19 1 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 10, 2026
DB Fitzpatrick & Co, Inc History No change 28 1 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 16, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 32 1 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 17, 2026
Strategic Investment Solutions, Inc. /IL History No change 20 1 0.0% 0.0% 875 0 0.0% Q2 2026 Jul 08, 2026
Nemes Rush Group LLC History No change 21 1 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 37 1 0.0% 0.0% 877 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 35 1 0.0% 0.0% 878 0 0.0% Q2 2026 Jul 27, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 35 1 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
SIMPLEX TRADING, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
10Elms LLP History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 10, 2026