SCHWAB STRATEGIC TRUST - FNDX

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 374,969,727 11,661,558 1.55% 1.55% 1 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 28,845,768 897,103 1.37% 1.37% 2 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 15,268,868 474,862 1.56% 1.56% 3 0 0.0% Q2 2026 Jul 28, 2026
McAdam, LLC History No change 10,931,518 339,970 13.13% 13.13% 4 0 0.0% Q2 2026 Aug 04, 2026
Boulay Financial Advisors, LLC History No change 9,744,092 303,041 28.06% 28.06% 5 0 0.0% Q2 2026 Aug 04, 2026
AMERIPRISE FINANCIAL INC History No change 8,536,435 265,491 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 7,473,354 232,421 4.18% 4.18% 7 0 0.0% Q2 2026 Jul 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,039,245 218,920 0.05% 0.05% 8 0 0.0% Q2 2026 Sep 23, 2026
Steele Capital Management, Inc. History No change 6,423,407 199,767 7.35% 7.35% 9 0 0.0% Q2 2026 Jul 28, 2026
LPL Financial LLC History No change 6,260,653 194,706 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 5,908,781 183,763 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 4,609,229 143,347 17.17% 17.17% 12 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 4,116,304 128,017 0.12% 0.12% 13 0 0.0% Q2 2026 Aug 12, 2026
Charles Schwab Trust Co History No change 3,606,725 112,169 6.26% 6.26% 14 0 0.0% Q2 2026 Jul 10, 2026
Northwest Bancshares, Inc. History No change 3,442,130 107,050 19.27% 19.27% 15 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 3,386,660 105,325 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 3,196,711 99,417 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 2,922,172 90,879 1.67% 1.67% 18 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,707,265 84,195 2.31% 2.31% 19 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 2,688,126 83,600 5.62% 5.62% 20 0 0.0% Q2 2026 Jul 15, 2026
Clark Capital Management Group, Inc. History No change 2,684,676 83,493 0.46% 0.46% 21 0 0.0% Q2 2026 Aug 11, 2026
RESTON WEALTH MANAGEMENT LLC History No change 2,366,034 73,583 19.83% 19.83% 22 0 0.0% Q2 2026 Jul 23, 2026
BlueStem Wealth Partners, LLC History No change 2,361,445 73,440 7.31% 7.31% 23 0 0.0% Q2 2026 Aug 11, 2026
Kelman-Lazarov, Inc. History No change 2,350,202 73,091 9.58% 9.58% 24 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,278,635 70,866 0.16% 0.16% 25 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 2,254,293 70,108 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 05, 2026
Bell Investment Advisors, Inc History No change 2,202,691 68,503 10.06% 10.06% 27 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 2,178,826 67,761 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 13, 2026
Lee Financial Co History No change 2,177,038 67,705 8.65% 8.65% 29 0 0.0% Q2 2026 Jul 22, 2026
True North Advisors, LLC History No change 2,140,879 66,581 6.37% 6.37% 30 0 0.0% Q2 2026 Jul 22, 2026
UBS Group AG History No change 2,064,745 64,213 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,046,010 63,637 0.07% 0.07% 32 0 0.0% Q2 2026 Aug 14, 2026
Prairiewood Capital, LLC History No change 1,973,737 61,383 15.91% 15.91% 33 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 1,959,498 60,940 0.3% 0.3% 34 0 0.0% Q2 2026 Jul 13, 2026
Ashford Advisors, LLC History No change 1,828,254 56,858 11.73% 11.73% 35 0 0.0% Q2 2026 Aug 06, 2026
Eagle Strategies LLC History No change 1,814,296 56,424 5.61% 5.61% 36 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 1,742,873 55,092 6.94% 6.94% 37 0 0.0% Q2 2026 Jul 29, 2026
Tanglewood Wealth Management, Inc. History No change 1,719,646 53,480 4.55% 4.55% 38 0 0.0% Q2 2026 Jul 27, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 1,694,633 52,703 21.94% 21.94% 39 0 0.0% Q2 2026 Jul 20, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 1,650,796 51,339 6.33% 6.33% 40 0 0.0% Q2 2026 Jul 20, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 1,530,215 47,589 7.47% 7.47% 41 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Wealth History No change 1,464,987 45,561 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 12, 2026
Resonant Capital Advisors, LLC History No change 1,424,766 44,310 2.12% 2.12% 43 0 0.0% Q2 2026 Jul 24, 2026
Urban Financial Advisory Corp History No change 1,208,406 37,581 10.36% 10.36% 44 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,152,222 35,834 0.05% 0.05% 45 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 1,148,343 35,713 1.17% 1.17% 46 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 1,148,343 35,713 4.02% 4.02% 47 0 0.0% Q2 2026 Jul 31, 2026
PTM WEALTH MANAGEMENT, LLC History No change 1,111,614 35,038 15.78% 15.78% 48 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,119,658 34,821 0.55% 0.55% 49 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 1,110,024 34,521 1.89% 1.89% 50 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 1,092,003 33,961 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,061,498 33,012 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Planned Solutions, Inc. History No change 1,034,102 32,160 9.22% 9.22% 53 0 0.0% Q2 2026 Jul 13, 2026
Richardson Capital Management LLC History No change 1,032,253 32,103 13.72% 13.72% 54 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 1,009,735 31,402 0.12% 0.12% 55 0 0.0% Q2 2026 Aug 11, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 1,005,844 31,281 15.23% 15.23% 56 0 0.0% Q2 2026 Jul 24, 2026
Berman McAleer LLC History No change 985,797 30,658 3.55% 3.55% 57 0 0.0% Q2 2026 Jul 16, 2026
Certified Advisory Corp History No change 979,820 30,472 2.46% 2.46% 58 0 0.0% Q2 2026 Jul 16, 2026
ROYAL BANK OF CANADA History No change 960,732 29,879 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
MOLLER WEALTH PARTNERS History No change 958,661 29,814 5.39% 5.39% 60 0 0.0% Q2 2026 Jul 15, 2026
Financial Strategies Group, Inc. History No change 942,592 29,776 4.74% 4.74% 61 0 0.0% Q2 2026 Aug 10, 2026
TruNorth Capital Management, LLC History No change 949,267 29,522 4.74% 4.74% 62 0 0.0% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 948,393 29,495 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 12, 2026
Solitude Financial Services History No change 945,622 29,408 8.14% 8.14% 64 0 0.0% Q2 2026 Jul 24, 2026
NorthCoast Asset Management LLC History No change 893,291 27,781 0.62% 0.62% 65 0 0.0% Q2 2026 Aug 12, 2026
Pasadena Private Wealth, LLC History No change 868,323 27,004 3.44% 3.44% 66 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 865,941 26,930 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 838,768 26,085 0.23% 0.23% 68 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 834,467 25,951 0.32% 0.32% 69 0 0.0% Q2 2026 Jul 24, 2026
CPC Advisors, LLC History No change 828,961 25,780 3.48% 3.48% 70 0 0.0% Q2 2026 Jul 24, 2026
Quantinno Capital Management LP History No change 805,802 25,060 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 13, 2026
Firestone Capital Management History No change 783,413 24,364 4.54% 4.54% 72 0 0.0% Q2 2026 Jul 31, 2026
Arax Advisory Partners History No change 781,859 24,315 0.16% 0.16% 73 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 778,467 24,210 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 761,166 23,672 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 14, 2026
Your Advocates Ltd., LLP History No change 754,822 23,474 6.71% 6.71% 76 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 747,950 23,261 6.97% 6.97% 77 0 0.0% Q2 2026 Jul 07, 2026
Washington Trust Advisors, Inc. History No change 737,035 22,921 1.7% 1.7% 78 0 0.0% Q2 2026 Jul 29, 2026
CABOT WEALTH MANAGEMENT INC History No change 729,227 22,678 2.31% 2.31% 79 0 0.0% Q2 2026 Jul 31, 2026
Aufman Associates Inc History No change 699,040 21,740 8.67% 8.67% 80 0 0.0% Q2 2026 Aug 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 698,020 21,708 5.5% 5.5% 81 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 693,012 21,552 1.09% 1.09% 82 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 689,872 21,455 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 680,293 21,157 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 07, 2026
Johnson Bixby & Associates, LLC History No change 660,586 20,544 2.29% 2.29% 85 0 0.0% Q2 2026 Jul 16, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 659,630 20,514 4.16% 4.16% 86 0 0.0% Q2 2026 Jul 15, 2026
Tradition Wealth Management, LLC History No change 635,786 19,772 1.21% 1.21% 87 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 625,180 19,443 0.22% 0.22% 88 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 624,073 19,408 0.23% 0.23% 89 0 0.0% Q2 2026 Aug 04, 2026
CAHILL FINANCIAL ADVISORS INC History No change 619,666 19,271 1.85% 1.85% 90 0 0.0% Q2 2026 Aug 11, 2026
Wealth Forward, LLC History No change 619,404 19,263 9.59% 9.59% 91 0 0.0% Q2 2026 Jul 29, 2026
Envision Financial LLC History No change 618,699 19,241 8.86% 8.86% 92 0 0.0% Q2 2026 Jul 10, 2026
White Pine Investment CO History No change 617,762 19,212 4.09% 4.09% 93 0 0.0% Q2 2026 Jul 20, 2026
Strata Wealth Advisors, LLC History No change 617,597 19,207 4.68% 4.68% 94 0 0.0% Q2 2026 Aug 05, 2026
VVR Holdings LLC History No change 617,012 19,189 8.3% 8.3% 95 0 0.0% Q2 2026 Jul 15, 2026
Northland Capital Management LLC History No change 608,030 18,909 10.19% 10.19% 96 0 0.0% Q2 2026 Jul 21, 2026
Cerity Partners LLC History No change 596,100 18,538 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation Strategies LLC History No change 569,600 17,714 2.73% 2.73% 98 0 0.0% Q2 2026 Aug 17, 2026
Ironwood Investment Counsel, LLC History No change 563,849 17,535 2.3% 2.3% 99 0 0.0% Q2 2026 Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 560,117 17,419 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
Sellwood Investment Partners LLC History No change 557,233 17,329 6.11% 6.11% 101 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 555,274 17,269 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Williams Financial, LLC History No change 553,422 17,211 8.89% 8.89% 103 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 544,483 16,868 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 542,991 16,542 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 525,500 16,343 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 504,385 15,686 5.14% 5.14% 107 0 0.0% Q2 2026 Jul 16, 2026
Equity Wealth Partners, LLC History No change 483,474 15,036 5.4% 5.4% 108 0 0.0% Q2 2026 Jul 27, 2026
Systelligence, LLC History No change 456,698 14,203 2.37% 2.37% 109 0 0.0% Q2 2026 Jul 14, 2026
Nicholas Hoffman & Company, LLC. History No change 455,404 14,163 0.3% 0.3% 110 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 452,039 14,058 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 440,070 13,822 0.02% 0.02% 112 0 0.0% Q2 2026 Jul 15, 2026
Merit Financial Group, LLC History No change 432,693 13,456 0.08% 0.08% 113 0 0.0% Q2 2026 Jul 20, 2026
Cedar Point Capital Partners, LLC History No change 423,019 13,155 7.57% 7.57% 114 0 0.0% Q2 2026 Jul 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 422,705 13,146 0.48% 0.48% 115 0 0.0% Q2 2026 Jul 21, 2026
Sterling Financial Planning, Inc. History No change 418,339 13,010 3.54% 3.54% 116 0 0.0% Q2 2026 Aug 11, 2026
Archford Capital Strategies, LLC History No change 416,168 12,942 1.31% 1.31% 117 0 0.0% Q2 2026 Jul 17, 2026
Timmons Wealth Management, LLC History No change 412,264 12,821 9.38% 9.38% 118 0 0.0% Q2 2026 Aug 07, 2026
J.E. Simmons & Co., P.C. History No change 409,362 12,731 7.17% 7.17% 119 0 0.0% Q2 2026 Jul 15, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 409,014 12,720 5.36% 5.36% 120 0 0.0% Q2 2026 Jul 13, 2026
Pallas Capital Advisors LLC History No change 408,034 12,689 0.39% 0.39% 121 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 404,248 12,572 0.08% 0.08% 122 0 0.0% Q2 2026 Jul 20, 2026
Nicholson Meyer Capital Management, Inc. History No change 401,950 12,500 8.33% 8.33% 123 0 0.0% Q2 2026 Jul 21, 2026
Lakewood Asset Management LLC History No change 397,708 12,368 6.79% 6.79% 124 0 0.0% Q2 2026 Aug 06, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 396,028 12,316 3.5% 3.5% 125 0 0.0% Q2 2026 Jul 24, 2026
Alhambra Investment Management LLC History No change 394,513 12,269 5.35% 5.35% 126 0 0.0% Q2 2026 Jul 16, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 392,961 12,221 2.5% 2.5% 127 0 0.0% Q2 2026 Jul 02, 2026
Corient Private Wealth LP History No change 392,321 12,201 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 27, 2026
Legend Financial Advisors, Inc. History No change 380,221 11,824 6.72% 6.72% 129 0 0.0% Q2 2026 Jul 20, 2026
Bristlecone Value Partners, LLC History No change 371,784 11,562 9.3% 9.3% 130 0 0.0% Q2 2026 Aug 13, 2026
LOWERY THOMAS, LLC History No change 368,588 11,463 5.6% 5.6% 131 0 0.0% Q2 2026 Jul 29, 2026
American Trust History No change 358,274 11,142 0.86% 0.86% 132 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 352,730 10,969 2.37% 2.37% 133 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 352,655 10,967 6.99% 6.99% 134 0 0.0% Q2 2026 Jul 31, 2026
OneDigital Investment Advisors LLC History No change 347,638 10,811 0.09% 0.09% 135 0 0.0% Q2 2026 Aug 06, 2026
Arlington Financial Advisors, LLC History No change 347,092 10,794 1.37% 1.37% 136 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 342,977 10,666 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History No change 326,127 10,142 1.22% 1.22% 138 0 0.0% Q2 2026 Jul 08, 2026
AlTi Global, Inc. History No change 325,797 10,132 0.21% 0.21% 139 0 0.0% Q2 2026 Aug 05, 2026
FOSTER & MOTLEY INC History No change 322,194 10,020 0.46% 0.46% 140 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 318,135 9,900 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
Guardian Financial Partners, LLC History No change 313,049 9,735 3.79% 3.79% 142 0 0.0% Q2 2026 Jul 15, 2026
Gross & Hartman Investments LLC History No change 306,501 9,532 4.21% 4.21% 143 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 306,438 9,530 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
RHS Financial, LLC History No change 297,927 9,265 3.74% 3.74% 145 0 0.0% Q2 2026 Aug 07, 2026
Darrow Company, Inc. History No change 294,344 9,154 3.55% 3.55% 146 0 0.0% Q2 2026 Jul 29, 2026
Payne Capital LLC History No change 289,355 8,998 7.5% 7.5% 147 0 0.0% Q2 2026 Aug 11, 2026
Quadcap Wealth Management, LLC History No change 286,161 8,899 0.87% 0.87% 148 0 0.0% Q2 2026 Jul 31, 2026
Wingate Wealth Advisors, Inc. History No change 282,455 8,784 3.87% 3.87% 149 0 0.0% Q2 2026 Jul 29, 2026
IFC & Insurance Marketing, Inc. History No change 281,542 8,755 7.71% 7.71% 150 0 0.0% Q2 2026 Jul 09, 2026
BCS Wealth Management History No change 280,104 8,711 1.57% 1.57% 151 0 0.0% Q2 2026 Jul 16, 2026
Rollins Financial Advisors, LLC History No change 278,468 8,660 1.14% 1.14% 152 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 277,989 8,645 0.19% 0.19% 153 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 273,674 8,511 0.24% 0.24% 154 0 0.0% Q2 2026 Aug 03, 2026
NOVEM GROUP History No change 269,946 8,395 0.85% 0.85% 155 0 0.0% Q2 2026 Jul 21, 2026
Flatrock Wealth Partners LLC History No change 268,507 8,350 3.28% 3.28% 156 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 247,381 7,693 0.24% 0.24% 157 0 0.0% Q2 2026 Jul 31, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 243,240 7,564 5.24% 5.24% 158 0 0.0% Q2 2026 Jul 23, 2026
Aberdeen Wealth Management LLC History No change 240,514 7,479 3.59% 3.59% 159 0 0.0% Q2 2026 Aug 13, 2026
COWA, LLC History No change 239,072 7,435 1.87% 1.87% 160 0 0.0% Q2 2026 Aug 05, 2026
Journey Advisory Group, LLC History No change 234,993 7,308 0.56% 0.56% 161 0 0.0% Q2 2026 Aug 04, 2026
BFI Wealth Solutions, LLC History No change 231,563 7,201 5.33% 5.33% 162 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 231,227 7,191 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 03, 2026
EQ WEALTH ADVISORS, LLC History No change 230,580 7,171 3.94% 3.94% 164 0 0.0% Q2 2026 Jul 24, 2026
Argos Wealth Advisors, LLC History No change 229,163 7,126 1.89% 1.89% 165 0 0.0% Q2 2026 Aug 13, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 226,934 7,057 1.1% 1.1% 166 0 0.0% Q2 2026 Jul 29, 2026
Avant Capital LLC History No change 225,589 7,015 4.39% 4.39% 167 0 0.0% Q2 2026 Aug 12, 2026
Csenge Advisory Group History No change 219,963 6,840 0.28% 0.28% 168 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History No change 215,491 6,701 0.7% 0.7% 169 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 214,708 6,677 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 12, 2026
Capital Advantage, Inc. History No change 214,467 6,669 0.81% 0.81% 171 0 0.0% Q2 2026 Jul 13, 2026
BLAIR WILLIAM & CO/IL History No change 210,807 6,556 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 11, 2026
Bravera Wealth History No change 209,549 6,516 2.5% 2.5% 173 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 208,983 6,499 0.42% 0.42% 174 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 207,214 6,444 0.08% 0.08% 175 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 205,599 6,394 0.04% 0.04% 176 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 201,590 6,269 0.08% 0.08% 177 0 0.0% Q2 2026 Aug 18, 2026
IEQ CAPITAL, LLC History No change 197,961 6,156 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 11, 2026
ARQ WEALTH ADVISORS, LLC History No change 191,841 6,064 0.75% 0.75% 179 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 192,405 5,983 0.37% 0.37% 180 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 189,250 5,885 0.53% 0.53% 181 0 0.0% Q2 2026 Aug 07, 2026
Verum Partners LLC History No change 186,856 5,811 0.87% 0.87% 182 0 0.0% Q2 2026 Jul 22, 2026
Wilkins Miller Wealth Management, LLC History No change 184,571 5,740 3.16% 3.16% 183 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 181,401 5,641 0.02% 0.02% 184 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 179,678 5,587 0.17% 0.17% 185 0 0.0% Q2 2026 Jul 09, 2026
STAGE HARBOR FINANCIAL, LLC History No change 178,629 5,555 3.21% 3.21% 186 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 174,935 5,440 0.6% 0.6% 187 0 0.0% Q2 2026 Jul 09, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 171,170 5,323 0.04% 0.04% 188 0 0.0% Q2 2026 Sep 23, 2026
&PARTNERS History No change 170,961 5,313 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 14, 2026
Yanni & Associates Investment Advisors, LLC History No change 169,794 5,280 4.87% 4.87% 190 0 0.0% Q2 2026 Jul 08, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 169,687 5,277 1.2% 1.2% 191 0 0.0% Q2 2026 Aug 10, 2026
Blueprint Investment Partners LLC History No change 168,153 5,229 0.44% 0.44% 192 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 167,628 5,213 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 07, 2026
Shakespeare Wealth Management, LLC History No change 167,354 5,204 1.38% 1.38% 194 0 0.0% Q2 2026 Jul 20, 2026
Blueprint Financial Advisors LLC History No change 166,468 5,177 0.58% 0.58% 195 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 166,169 5,167 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
Tempus Wealth Planning, LLC History No change 165,667 5,152 1.01% 1.01% 197 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 164,436 5,113 0.03% 0.03% 198 0 0.0% Q2 2026 Jul 17, 2026
RFG - Bristol Wealth Advisors, LLC History No change 159,917 4,973 1.2% 1.2% 199 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 159,508 4,960 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 156,872 4,878 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 156,756 4,875 0.16% 0.16% 202 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 156,641 4,871 0.94% 0.94% 203 0 0.0% Q2 2026 Jul 20, 2026
CIDEL ASSET MANAGEMENT INC History No change 155,097 4,823 0.23% 0.23% 204 0 0.0% Q2 2026 Jul 17, 2026
Equitable Holdings, Inc. History No change 154,510 4,805 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 17, 2026
Vise Technologies, Inc. History No change 154,216 4,796 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 154,001 4,789 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 18, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 150,148 4,669 0.22% 0.22% 208 0 0.0% Q2 2026 Aug 11, 2026
CATHY PARETO & ASSOCIATES, INC History No change 149,823 4,659 2.73% 2.73% 209 0 0.0% Q2 2026 Jul 15, 2026
Safe Harbor Family Capital, LLC History No change 145,829 4,535 3.03% 3.03% 210 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 145,745 4,532 0.07% 0.07% 211 0 0.0% Q2 2026 Jul 15, 2026
Next Capital Management LLC History No change 144,153 4,483 1.21% 1.21% 212 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 142,262 4,424 0.08% 0.08% 213 0 0.0% Q2 2026 Jul 20, 2026
Valmark Advisers, Inc. History No change 141,614 4,404 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 06, 2026
FCA CORP /TX History No change 139,092 4,325 1.07% 1.07% 215 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 136,979 4,260 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 17, 2026
Carnegie Investment Counsel History No change 132,510 4,121 0.08% 0.08% 217 0 0.0% Q2 2026 Jul 30, 2026
WELLS FARGO & COMPANY/MN History No change 132,349 4,116 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
Magnolia Private Wealth, LLC History No change 131,420 4,087 2.24% 2.24% 219 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 130,775 4,067 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Advisors Inc. History No change 127,243 3,957 0.68% 0.68% 221 0 0.0% Q2 2026 Jul 16, 2026
WARNER FINANCIAL, INC History No change 125,438 3,901 1.15% 1.15% 222 0 0.0% Q2 2026 Jul 09, 2026
Advisory Services Network, LLC History No change 125,122 3,891 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 12, 2026
SUCCESSION FINANCIAL, INC. History No change 124,191 3,862 3.67% 3.67% 224 0 0.0% Q2 2026 Aug 07, 2026
Prostatis Group LLC History No change 123,343 3,835 0.89% 0.89% 225 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 121,702 3,784 0.33% 0.33% 226 0 0.0% Q2 2026 Jul 27, 2026
Mattern Wealth Management LLC History No change 120,000 3,732 0.61% 0.61% 227 0 0.0% Q2 2026 Jul 23, 2026
Wellspring Financial Advisors, LLC History No change 119,966 3,730 0.25% 0.25% 228 0 0.0% Q2 2026 Jul 20, 2026
Meridian Wealth Management, LLC History No change 119,609 3,719 0.11% 0.11% 229 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 117,208 3,645 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 27, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 112,177 3,488 0.33% 0.33% 231 0 0.0% Q2 2026 Jul 14, 2026
Savvy Advisors, Inc. History No change 111,288 3,461 0.07% 0.07% 232 0 0.0% Q2 2026 Aug 03, 2026
Roof Eidam Maycock Peralta, LLC History No change 110,558 3,438 0.68% 0.68% 233 0 0.0% Q2 2026 Jul 24, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 110,049 3,422 0.05% 0.05% 234 0 0.0% Q2 2026 Jul 14, 2026
HUB Investment Partners, LLC History No change 108,397 3,371 0.06% 0.06% 235 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 106,891 3,324 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 14, 2026
Cascades Capital Asset Management, LLC History No change 103,835 3,229 1.19% 1.19% 237 0 0.0% Q2 2026 Aug 14, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 103,246 3,210 0.68% 0.68% 238 0 0.0% Q2 2026 Jul 10, 2026
Perigon Wealth Management, LLC History No change 103,049 3,204 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 07, 2026
Kings Path Partners LLC History No change 99,912 3,107 0.83% 0.83% 240 0 0.0% Q2 2026 Jul 14, 2026
SteelPeak Wealth, LLC History No change 99,464 3,093 0.08% 0.08% 241 0 0.0% Q2 2026 Jul 13, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 98,187 3,053 2.02% 2.02% 242 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 97,487 3,031 0.06% 0.06% 243 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 95,873 2,982 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 95,451 2,968 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 95,387 2,966 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 11, 2026
KLINGENSTEIN FIELDS & CO LP History No change 94,791 2,948 0.1% 0.1% 247 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 104,729 2,916 0.12% 0.12% 248 0 0.0% Q2 2026 Jul 09, 2026
CIBC Bancorp USA Inc. History No change 93,233 2,899 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 92,877 2,888 0.08% 0.08% 250 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 92,241 2,868 0.02% 0.02% 251 0 0.0% Q2 2026 Sep 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 89,094 2,770 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 12, 2026
WORLD EQUITY GROUP, INC. History No change 87,295 2,714 0.61% 0.61% 253 0 0.0% Q2 2026 Jul 09, 2026
Capital Group Private Client Services, Inc. History No change 85,836 2,669 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 12, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 85,748 2,666 1.24% 1.24% 255 0 0.0% Q2 2026 Jul 17, 2026
PFG Advisors History No change 83,967 2,611 0.13% 0.13% 256 0 0.0% Q2 2026 Jul 16, 2026
Global Retirement Partners, LLC History No change 83,625 2,600 0.04% 0.04% 257 0 0.0% Q2 2026 Aug 06, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 82,966 2,580 0.16% 0.16% 258 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History No change 82,103 2,553 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 28, 2026
Asset Advisory Group, Inc. History No change 81,671 2,539 1.11% 1.11% 260 0 0.0% Q2 2026 Jul 09, 2026
Curtis Advisory Group, LLC History No change 81,603 2,537 0.49% 0.49% 261 0 0.0% Q2 2026 Jul 29, 2026
Westmount Partners, LLC History No change 79,721 2,479 0.54% 0.54% 262 0 0.0% Q2 2026 Jul 07, 2026
R. W. Roge & Company, Inc. History No change 79,260 2,464 1.03% 1.03% 263 0 0.0% Q2 2026 Jul 31, 2026
Mezzasalma Advisors, LLC History No change 86,912 2,440 0.49% 0.49% 264 0 0.0% Q2 2026 Aug 10, 2026
MASECO LLP History No change 78,421 2,437 0.07% 0.07% 265 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 76,481 2,378 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 12, 2026
Alpha Omega Wealth Management LLC History No change 74,556 2,318 0.35% 0.35% 267 0 0.0% Q2 2026 Jul 20, 2026
Valeo Financial Advisors, LLC History No change 74,519 2,317 0.05% 0.05% 268 0 0.0% Q2 2026 Jul 08, 2026
WealthCare Investment Partners, LLC History No change 72,834 2,265 0.55% 0.55% 269 0 0.0% Q2 2026 Aug 10, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 71,330 2,218 0.21% 0.21% 270 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Co / SC History No change 71,017 2,208 0.28% 0.28% 271 0 0.0% Q2 2026 Aug 11, 2026
Briggs Wealth Management, Inc History No change 71,026 2,208 2.02% 2.02% 272 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 70,728 2,199 0.1% 0.1% 273 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 70,083 2,179 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 68,427 2,128 0.21% 0.21% 275 0 0.0% Q2 2026 Jul 13, 2026
NORTHERN TRUST CORP History No change 68,264 2,123 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 67,766 2,107 0.08% 0.08% 277 0 0.0% Q2 2026 Jul 22, 2026
BEARING POINT CAPITAL, LLC History No change 65,900 2,049 0.28% 0.28% 278 0 0.0% Q2 2026 Aug 11, 2026
Financial Synergies Wealth Advisors, Inc. History No change 65,586 2,039 0.17% 0.17% 279 0 0.0% Q2 2026 Jul 17, 2026
Harbor Asset Planning, Inc. History No change 65,443 2,035 1.53% 1.53% 280 0 0.0% Q2 2026 Jul 22, 2026
Waverly Advisors, LLC History No change 65,017 2,022 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 14, 2026
YHB Investment Advisors, Inc. History No change 65,000 2,021 0.13% 0.13% 282 0 0.0% Q2 2026 Jul 14, 2026
Aspiring Ventures, LLC History No change 64,926 2,019 0.49% 0.49% 283 0 0.0% Q2 2026 Aug 05, 2026
Harbor Group, Inc. History No change 64,945 2,019 0.24% 0.24% 284 0 0.0% Q2 2026 Jul 22, 2026
Nabity-Jensen Investment Management Inc History No change 64,624 2,009 1.23% 1.23% 285 0 0.0% Q2 2026 Jul 27, 2026
Bulwark Capital Corp History No change 63,961 1,989 1.12% 1.12% 286 0 0.0% Q2 2026 Jul 06, 2026
Compass Financial Group, INC/SD History No change 63,157 1,964 0.23% 0.23% 287 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Advisor Solutions, LLC History No change 63,050 1,960 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 06, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 62,937 1,957 0.09% 0.09% 289 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 61,621 1,931 0.04% 0.04% 290 0 0.0% Q2 2026 Jul 29, 2026
Berger Financial Group, Inc History No change 61,733 1,919 0.1% 0.1% 291 0 0.0% Q2 2026 Aug 04, 2026
InTrack Investment Management Inc History No change 61,589 1,915 0.95% 0.95% 292 0 0.0% Q2 2026 Jul 17, 2026
Madison Asset Management, LLC History No change 60,771 1,889 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 59,391 1,847 0.95% 0.95% 294 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 59,097 1,837 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 58,923 1,832 0.1% 0.1% 296 0 0.0% Q2 2026 Aug 10, 2026
Go Invest LLC History No change 58,586 1,822 0.43% 0.43% 297 0 0.0% Q2 2026 Aug 05, 2026
Directional Asset Management History No change 58,524 1,820 1.54% 1.54% 298 0 0.0% Q2 2026 Jul 24, 2026
Foguth Wealth Management, LLC. History No change 57,851 1,812 0.21% 0.21% 299 0 0.0% Q2 2026 Jul 21, 2026
IHT Wealth Management, LLC History No change 58,026 1,804 0.04% 0.04% 300 0 0.0% Q2 2026 Aug 14, 2026
Whipplewood Advisors, LLC History No change 57,624 1,792 1.21% 1.21% 301 0 0.0% Q2 2026 Jul 27, 2026
Spartan Wealth Advisory Services LLC History No change 57,025 1,773 0.15% 0.15% 302 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 56,978 1,772 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 06, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 55,937 1,739 0.23% 0.23% 304 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 54,749 1,702 0.16% 0.16% 305 0 0.0% Q2 2026 Aug 07, 2026
Citizens National Bank Trust Department History No change 54,677 1,700 0.25% 0.25% 306 0 0.0% Q2 2026 Jul 22, 2026
Schrum Private Wealth Management LLC History No change 26,351 1,688 1.73% 1.73% 307 0 0.0% Q2 2026 Aug 10, 2026
Brand Asset Management Group, Inc. History No change 54,228 1,686 0.37% 0.37% 308 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 53,944 1,677 0.08% 0.08% 309 0 0.0% Q2 2026 Jul 31, 2026
Larson Financial Group LLC History No change 53,588 1,666 0.04% 0.04% 310 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 52,552 1,634 0.09% 0.09% 311 0 0.0% Q2 2026 Jul 29, 2026
MidAtlantic Capital Management, Inc. History No change 51,342 1,596 0.99% 0.99% 312 0 0.0% Q2 2026 Aug 10, 2026
Capasso Planning Partners LLC History No change 50,920 1,583 0.79% 0.79% 313 0 0.0% Q2 2026 Aug 18, 2026
Gryphon Financial Partners LLC History No change 50,766 1,578 0.14% 0.14% 314 0 0.0% Q2 2026 Aug 05, 2026
Yoder Wealth Management, Inc. History No change 49,722 1,546 0.6% 0.6% 315 0 0.0% Q2 2026 Jul 22, 2026
Values Added Financial LLC History No change 49,704 1,545 0.56% 0.56% 316 0 0.0% Q2 2026 Jul 27, 2026
RED REEF ADVISORS LLC History No change 49,520 1,540 1.42% 1.42% 317 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 48,999 1,523 0.06% 0.06% 318 0 0.0% Q2 2026 Jul 27, 2026
McGrath & Associates, Inc. History No change 48,615 1,511 1.97% 1.97% 319 0 0.0% Q2 2026 Jul 14, 2026
AMI INVESTMENT MANAGEMENT INC History No change 48,309 1,502 0.32% 0.32% 320 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 48,302 1,502 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 05, 2026
Financial Planning Hawaii, Inc. History No change 48,296 1,502 0.81% 0.81% 322 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 48,207 1,499 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 47,675 1,482 0.04% 0.04% 324 0 0.0% Q2 2026 Jul 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 47,546 1,478 0.07% 0.07% 325 0 0.0% Q2 2026 Jul 23, 2026
Birchwood Financial Partners, Inc. History No change 46,888 1,458 1.19% 1.19% 326 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 46,500 1,446 0.07% 0.07% 327 0 0.0% Q2 2026 Jul 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 45,820 1,424 0.16% 0.16% 328 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 45,718 1,421 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 23, 2026
Kuhn & Co Investment Counsel History No change 45,507 1,415 0.82% 0.82% 330 0 0.0% Q2 2026 Jul 31, 2026
DIVERSIFIED MANAGEMENT INC History No change 45,475 1,414 0.3% 0.3% 331 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 45,243 1,407 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 44,246 1,376 0.03% 0.03% 333 0 0.0% Q2 2026 Aug 14, 2026
Ballast Financial Advisors LLC History No change 44,248 1,376 1.25% 1.25% 334 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 44,127 1,372 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 43,829 1,363 0.07% 0.07% 336 0 0.0% Q2 2026 Jul 27, 2026
Root Financial Partners, LLC History No change 43,793 1,361 0.05% 0.05% 337 0 0.0% Q2 2026 Jul 29, 2026
KCM INVESTMENT ADVISORS LLC History No change 42,652 1,326 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 42,269 1,314 0.41% 0.41% 339 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 42,080 1,308 0.03% 0.03% 340 0 0.0% Q2 2026 Aug 11, 2026
STOCK YARDS BANK & TRUST CO History No change 41,568 1,292 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 19, 2026
HB Wealth Management, LLC History No change 41,190 1,281 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 41,187 1,280 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL PLANNING, INC History No change 39,741 1,235 0.42% 0.42% 344 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 38,934 1,210 0.06% 0.06% 345 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ADVISERS INC History No change 38,516 1,197 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 37,527 1,178 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 13, 2026
Vanguard National Trust Co History No change 37,643 1,170 0.06% 0.06% 348 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 37,481 1,165 0.09% 0.09% 349 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History No change 36,798 1,153 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 08, 2026
Freestone Capital Holdings, LLC History No change 36,821 1,145 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 31, 2026
SAGE FINANCIAL GROUP INC History No change 36,808 1,144 0.06% 0.06% 352 0 0.0% Q2 2026 Jul 21, 2026
Auxano Advisors, LLC History No change 36,388 1,131 0.21% 0.21% 353 0 0.0% Q2 2026 Aug 07, 2026
Clarity Capital Advisors, LLC History No change 36,217 1,126 0.47% 0.47% 354 0 0.0% Q2 2026 Jul 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 36,133 1,123 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 36,040 1,120 0.11% 0.11% 356 0 0.0% Q2 2026 Jul 29, 2026
Heritage Wealth Management, Inc. History No change 35,826 1,114 0.28% 0.28% 357 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 35,717 1,110 0.04% 0.04% 358 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 35,627 1,108 0.08% 0.08% 359 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 35,536 1,105 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 24, 2026
Clear Point Advisors Inc. History No change 35,326 1,098 0.97% 0.97% 361 0 0.0% Q2 2026 Jul 28, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 35,210 1,095 0.11% 0.11% 362 0 0.0% Q2 2026 Jul 29, 2026
Platt Wealth Management LLC History No change 34,913 1,085 0.87% 0.87% 363 0 0.0% Q2 2026 Jul 31, 2026
Aptus Capital Advisors, LLC History No change 34,339 1,067 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 34,023 1,058 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 07, 2026
Addison Advisors LLC History No change 33,107 1,029 0.49% 0.49% 366 0 0.0% Q2 2026 Aug 10, 2026
Councilor Wealth, LLC History No change 32,623 1,014 0.41% 0.41% 367 0 0.0% Q2 2026 Jul 21, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 32,509 1,011 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History No change 32,447 1,009 0.03% 0.03% 369 0 0.0% Q2 2026 Jul 06, 2026
Nalls Sherbakoff Group, LLC History No change 32,408 1,007 0.72% 0.72% 370 0 0.0% Q2 2026 Aug 17, 2026
HRC WEALTH MANAGEMENT, LLC History No change 32,254 1,003 0.41% 0.41% 371 0 0.0% Q2 2026 Jul 10, 2026
SEI INVESTMENTS CO History No change 32,245 1,002 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 31,759 987 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 27, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 31,331 974 0.31% 0.31% 374 0 0.0% Q2 2026 Jul 24, 2026
Sigma Planning Corp History No change 31,293 973 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 07, 2026
Revolve Wealth Partners, LLC History No change 31,179 969 0.1% 0.1% 376 0 0.0% Q2 2026 Jul 09, 2026
Y-Intercept (Hong Kong) Ltd History No change 31,118 967 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 13, 2026
Crusonia Wealth Advisors LLC History No change 31,034 965 0.16% 0.16% 378 0 0.0% Q2 2026 Jul 30, 2026
Millstone Evans Group, LLC History No change 30,384 944 0.51% 0.51% 379 0 0.0% Q2 2026 Aug 11, 2026
APPLETON PARTNERS INC/MA History No change 29,565 919 0.06% 0.06% 380 0 0.0% Q2 2026 Jul 21, 2026
Trust Point Inc. History No change 28,609 889 0.08% 0.08% 381 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Partners, LTD. History No change 28,202 877 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 28,220 877 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 28,114 874 0.75% 0.75% 384 0 0.0% Q2 2026 Jul 23, 2026
Steward Partners Investment Advisory, LLC History No change 28,005 870 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 27,800 864 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 05, 2026
Nuveen, LLC History No change 27,805 864 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 11, 2026
Wealth Advisory Team LLC History No change 27,682 860 0.7% 0.7% 388 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 27,545 856 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 27,531 856 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 27,187 845 0.02% 0.02% 391 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 27,175 845 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 04, 2026
Clark Asset Management, LLC History No change 26,851 835 0.07% 0.07% 393 0 0.0% Q2 2026 Jul 07, 2026
L.K. Benson & Company, P.C. History No change 26,818 834 0.25% 0.25% 394 0 0.0% Q2 2026 Jul 24, 2026
KLCM Advisors, Inc. History No change 26,682 829 0.07% 0.07% 395 0 0.0% Q2 2026 Aug 06, 2026
Evanson Financial, LLC History No change 26,442 822 0.04% 0.04% 396 0 0.0% Q2 2026 Jul 07, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 25,908 805 0.14% 0.14% 397 0 0.0% Q2 2026 Jul 31, 2026
JMG Financial Group, Ltd. History No change 25,600 796 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 31, 2026
Mengis Capital Management, Inc. History No change 25,568 795 0.12% 0.12% 399 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 25,436 791 0.1% 0.1% 400 0 0.0% Q2 2026 Aug 12, 2026
Sand Hill Global Advisors, LLC History No change 25,367 788 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 11, 2026
Phil A. Younker & Associates, Ltd. History No change 25,306 787 0.53% 0.53% 402 0 0.0% Q2 2026 Aug 07, 2026
Essential Investment Partners LLC History No change 25,309 787 0.63% 0.63% 403 0 0.0% Q2 2026 Jul 15, 2026
Midwest Trust Co History No change 25,295 786 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 04, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 24,862 773 0.15% 0.15% 405 0 0.0% Q2 2026 Jul 17, 2026
HOWE & RUSLING INC History No change 24,873 773 0.04% 0.04% 406 0 0.0% Q2 2026 Aug 10, 2026
Arete Wealth Advisors, LLC History No change 24,680 767 0.05% 0.05% 407 0 0.0% Q2 2026 Aug 12, 2026
Fingerlakes Wealth Management, Inc. History No change 24,684 767 0.41% 0.41% 408 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 24,289 755 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 23,898 743 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 13, 2026
Peregrine Asset Advisers, Inc. History No change 23,829 741 0.16% 0.16% 411 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC/CA History No change 23,831 741 0.1% 0.1% 412 0 0.0% Q2 2026 Aug 13, 2026
KEYVANTAGE WEALTH, LLC History No change 23,787 739 0.28% 0.28% 413 0 0.0% Q2 2026 Aug 11, 2026
Lafayette Investments, Inc. History No change 23,675 736 0.14% 0.14% 414 0 0.0% Q2 2026 Aug 11, 2026
Global Assets Advisory, LLC History No change 23,609 735 0.16% 0.16% 415 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 23,562 732 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 07, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 23,113 718 0.05% 0.05% 417 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 22,894 712 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
WealthPLAN Partners, LLC History No change 22,899 712 0.14% 0.14% 419 0 0.0% Q2 2026 Jul 28, 2026
Plan A Wealth LLC History No change 22,772 708 0.3% 0.3% 420 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,120 687 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
Tenon Financial LLC History No change 22,050 685 0.22% 0.22% 422 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 21,950 682 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 22, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 21,712 675 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 04, 2026
Tactive Advisors, LLC History No change 21,503 668 0.16% 0.16% 425 0 0.0% Q2 2026 Jul 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 21,477 667 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 21,053 654 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 13, 2026
MSA Advisors, LLC History No change 20,952 651 0.17% 0.17% 428 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 20,860 648 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 30, 2026
Legacy Financial Strategies, LLC History No change 20,769 645 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 21, 2026
Fund Evaluation Group, LLC History No change 20,286 630 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 20,069 624 0.05% 0.05% 432 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 20,061 623 0.05% 0.05% 433 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 19,956 620 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 13, 2026
DAHRING | CUSMANO LLC History No change 19,905 619 0.33% 0.33% 435 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 19,846 617 0.0% 0.0% 436 0 0.0% Q2 2026 Sep 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 19,760 614 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 15, 2026
Welch Group, LLC History No change 19,536 607 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 23, 2026
Total Clarity Wealth Management, Inc. History No change 19,518 607 0.12% 0.12% 439 0 0.0% Q2 2026 Jul 23, 2026
Range Advisory, LLC History No change 19,516 606 0.07% 0.07% 440 0 0.0% Q2 2026 Sep 02, 2026
Independent Advisor Alliance History No change 19,169 596 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 12, 2026
J. L. Bainbridge & Co., Inc. History No change 19,131 594 0.05% 0.05% 442 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 18,952 589 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 05, 2026
Traub Capital Management LLC History No change 18,879 587 0.52% 0.52% 444 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 18,817 585 0.01% 0.01% 445 0 0.0% Q2 2026 Jul 17, 2026
MATHER GROUP, LLC. History No change 18,835 585 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 27, 2026
Everest Financial Group LLC History No change 18,766 583 0.08% 0.08% 447 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 18,476 574 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
ARS Wealth Advisors Group, LLC History No change 18,412 572 0.04% 0.04% 449 0 0.0% Q2 2026 Jul 16, 2026
Principia Wealth Advisory, LLC History No change 18,301 569 0.28% 0.28% 450 0 0.0% Q2 2026 Aug 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 17,998 559 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 13, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 17,910 557 0.07% 0.07% 452 0 0.0% Q2 2026 Aug 25, 2026
ASSETMARK, INC History No change 17,661 549 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 30, 2026
Financial Engines Advisors L.L.C. History No change 17,349 539 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 14, 2026
Embree Financial Group History No change 17,279 537 0.05% 0.05% 455 0 0.0% Q2 2026 Jul 15, 2026
Joel Isaacson & Co., LLC History No change 17,246 536 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History No change 17,100 532 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 17,085 531 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 06, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 17,099 531 0.36% 0.36% 459 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 16,800 522 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 16,779 521 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 15, 2026
Red Door Wealth Management, LLC History No change 16,763 521 0.05% 0.05% 462 0 0.0% Q2 2026 Jul 13, 2026
WESTBOURNE INVESTMENTS, INC. History No change 16,673 518 0.21% 0.21% 463 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 16,465 512 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 16,364 508 0.11% 0.11% 465 0 0.0% Q2 2026 Jul 27, 2026
Destination Wealth Management History No change 16,212 504 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 14, 2026
BXM Wealth LLC History No change 16,192 503 0.27% 0.27% 467 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,112 501 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 16,115 501 0.1% 0.1% 469 0 0.0% Q2 2026 Jul 10, 2026
FSM Wealth Advisors, LLC History No change 16,050 499 0.05% 0.05% 470 0 0.0% Q2 2026 Jul 15, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 15,993 497 0.07% 0.07% 471 0 0.0% Q2 2026 Jul 20, 2026
Modera Wealth Management, LLC History No change 15,834 492 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 03, 2026
CFS Investment Advisory Services, LLC History No change 15,761 492 0.03% 0.03% 473 0 0.0% Q2 2026 Jul 16, 2026
Capital Asset Advisory Services LLC History No change 15,731 489 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 14, 2026
Argyle Capital Partners, LLC History No change 15,713 488 0.31% 0.31% 475 0 0.0% Q2 2026 Aug 07, 2026
ZWJ INVESTMENT COUNSEL INC History No change 15,675 487 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 16, 2026
Summit Financial Wealth Advisors, LLC History No change 15,612 485 0.06% 0.06% 477 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 15,504 482 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 15,339 477 0.22% 0.22% 479 0 0.0% Q2 2026 Jul 30, 2026
FRANKLIN RESOURCES INC History No change 15,199 472 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 13, 2026
CHANNEL WEALTH LLC History No change 15,066 468 0.1% 0.1% 481 0 0.0% Q2 2026 Aug 04, 2026
PATTEN & PATTEN INC/TN History No change 15,017 467 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 14,939 464 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 14,800 460 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 28, 2026
Advisor OS, LLC History No change 14,768 459 0.03% 0.03% 485 0 0.0% Q2 2026 Aug 05, 2026
Curi Capital, LLC History No change 14,734 458 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 14, 2026
Brown Financial Advisory History No change 14,733 458 0.19% 0.19% 487 0 0.0% Q2 2026 Jul 28, 2026
Arbor Investment Advisors, LLC History No change 14,652 455 0.05% 0.05% 488 0 0.0% Q2 2026 Jul 24, 2026
CRA Financial Services, LLC History No change 14,600 454 0.05% 0.05% 489 0 0.0% Q2 2026 Jul 24, 2026
Burford Brothers, Inc. History No change 14,627 454 0.17% 0.17% 490 0 0.0% Q2 2026 Jul 28, 2026
WESPAC Advisors, LLC History No change 14,566 452 0.22% 0.22% 491 0 0.0% Q2 2026 Aug 10, 2026
Smith Salley Wealth Management History No change 14,252 443 0.02% 0.02% 492 0 0.0% Q2 2026 Jul 23, 2026
Vident Advisory, LLC History No change 14,243 442 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 14,240 442 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 05, 2026
Newman Dignan & Sheerar, Inc. History No change 14,203 441 0.08% 0.08% 495 0 0.0% Q2 2026 Jul 14, 2026
Sensenig Capital Advisors, Inc History No change 14,187 441 0.4% 0.4% 496 0 0.0% Q2 2026 Jul 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 14,104 438 0.13% 0.13% 497 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 14,047 436 0.01% 0.01% 498 0 0.0% Q2 2026 Jul 23, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 14,036 436 0.05% 0.05% 499 0 0.0% Q2 2026 Aug 04, 2026
Empirical Asset Management, LLC History No change 14,025 436 0.1% 0.1% 500 0 0.0% Q2 2026 Aug 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 14,003 435 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 17, 2026
ASHTON THOMAS SECURITIES, LLC History No change 13,959 434 0.06% 0.06% 502 0 0.0% Q2 2026 Jul 27, 2026
Maridea Wealth Management LLC History No change 13,979 434 0.05% 0.05% 503 0 0.0% Q2 2026 Aug 06, 2026
Partners in Financial Planning History No change 13,823 429 0.07% 0.07% 504 0 0.0% Q2 2026 Aug 10, 2026
Members Trust Co History No change 13,767 428 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 31, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 13,597 422 0.07% 0.07% 506 0 0.0% Q2 2026 Jul 24, 2026
Darwin Wealth Management, LLC History No change 13,557 421 0.12% 0.12% 507 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 13,510 420 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 22, 2026
WHITTIER TRUST CO History No change 13,158 412 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 27, 2026
Texas Yale Capital Corp. History No change 13,200 410 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 12, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 13,142 408 0.03% 0.03% 511 0 0.0% Q2 2026 Jul 20, 2026
MCF Advisors LLC History No change 13,083 406 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 12, 2026
CGN Advisors LLC History No change 13,020 404 0.03% 0.03% 513 0 0.0% Q2 2026 Jul 06, 2026
Bluespring Wealth Management, LLC History No change 12,906 401 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 11, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 12,847 399 0.24% 0.24% 515 0 0.0% Q2 2026 Jul 28, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 12,850 399 0.06% 0.06% 516 0 0.0% Q2 2026 Aug 12, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 12,844 399 0.11% 0.11% 517 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Counsel, LLC History No change 12,852 399 0.05% 0.05% 518 0 0.0% Q2 2026 Jul 15, 2026
Roger Wittlin Investment Advisory, LLC History No change 12,690 394 0.31% 0.31% 519 0 0.0% Q2 2026 Jul 17, 2026
Coastwise Capital Group, LLC History No change 12,657 393 0.23% 0.23% 520 0 0.0% Q2 2026 Jul 16, 2026
BRIGHTON JONES LLC History No change 12,574 391 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 12,600 391 0.02% 0.02% 522 0 0.0% Q2 2026 Jul 22, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 12,540 389 0.09% 0.09% 523 0 0.0% Q2 2026 Aug 10, 2026
Trexquant Investment LP History No change 12,458 387 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 12,382 385 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 22, 2026
First Pacific Financial History No change 12,334 383 0.05% 0.05% 526 0 0.0% Q2 2026 Jul 20, 2026
Glass Jacobson Investment Advisors llc History No change 12,216 379 0.12% 0.12% 527 0 0.0% Q2 2026 Jul 30, 2026
ATX Financial Planning, LLC History No change 12,193 379 0.25% 0.25% 528 0 0.0% Q2 2026 Aug 20, 2026
Anson Capital, Inc. History No change 12,025 373 0.24% 0.24% 529 0 0.0% Q2 2026 Jul 29, 2026
Westover Capital Advisors, LLC History No change 11,967 372 0.06% 0.06% 530 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 11,904 370 0.02% 0.02% 531 0 0.0% Q2 2026 Jul 09, 2026
SC&H Financial Advisors, Inc. History No change 11,892 369 0.05% 0.05% 532 0 0.0% Q2 2026 Aug 04, 2026
World Investment Advisors History No change 12,691 364 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History No change 11,684 363 0.02% 0.02% 534 0 0.0% Q2 2026 Jul 08, 2026
Moors & Cabot, Inc. History No change 11,622 361 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 10, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 11,581 360 0.0% 0.0% 536 0 0.0% Q2 2026 Jul 23, 2026
MONEY CONCEPTS CAPITAL CORP History No change 11,430 355 0.02% 0.02% 537 0 0.0% Q2 2026 Aug 04, 2026
Walkner Condon Financial Advisors LLC History No change 11,429 355 0.04% 0.04% 538 0 0.0% Q2 2026 Jul 27, 2026
Index Fund Advisors, Inc. History No change 11,325 352 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 12, 2026
Roehl & Yi Investment Advisors, LLC History No change 11,245 349 0.11% 0.11% 540 0 0.0% Q2 2026 Aug 13, 2026
Creekside Partners History No change 11,202 348 0.13% 0.13% 541 0 0.0% Q2 2026 Jul 30, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 11,173 347 0.15% 0.15% 542 0 0.0% Q2 2026 Aug 14, 2026
Independence Wealth Advisors, LLC History No change 11,105 345 0.17% 0.17% 543 0 0.0% Q2 2026 Aug 14, 2026
Clarkston Capital Partners, LLC History No change 11,079 344 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 11, 2026
Simmons Bank History No change 11,076 344 0.02% 0.02% 545 0 0.0% Q2 2026 Jul 31, 2026
Sovereign Financial Group, Inc. History No change 11,033 343 0.05% 0.05% 546 0 0.0% Q2 2026 Jul 24, 2026
ELEVATE WEALTH ADVISORY, INC History No change 10,995 341 0.19% 0.19% 547 0 0.0% Q2 2026 Aug 14, 2026
Ackerman Capital Advisors, LLC History No change 10,961 340 0.07% 0.07% 548 0 0.0% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History No change 10,936 340 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 27, 2026
Diversify Advisory Services, LLC History No change 10,628 336 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 10,628 336 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 29, 2026
Zhang Financial LLC History No change 10,797 335 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 30, 2026
Russell Investments Group, Ltd. History No change 10,688 332 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 06, 2026
BetterWealth, LLC History No change 10,652 331 0.06% 0.06% 554 0 0.0% Q2 2026 Jul 21, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 10,637 330 0.07% 0.07% 555 0 0.0% Q2 2026 Jul 22, 2026
Keenan, LLC History No change 10,600 329 0.23% 0.23% 556 0 0.0% Q2 2026 Aug 07, 2026
Onyx Bridge Wealth Group LLC History No change 10,575 328 0.03% 0.03% 557 0 0.0% Q2 2026 Jul 23, 2026
INVESTED ADVISORS History No change 10,527 327 0.29% 0.29% 558 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 10,324 321 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 10,346 321 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 15, 2026
HUNTINGTON NATIONAL BANK History No change 10,313 320 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 10,259 319 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 10,228 318 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 10,173 316 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 14, 2026
Caerus Investment Advisors, LLC History No change 10,017 311 0.1% 0.1% 565 0 0.0% Q2 2026 Aug 14, 2026
Investment Planning Advisors, Inc. History No change 9,992 310 0.07% 0.07% 566 0 0.0% Q2 2026 Jul 23, 2026
NovaPoint Capital, LLC History No change 9,868 306 0.06% 0.06% 567 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 9,862 306 0.09% 0.09% 568 0 0.0% Q2 2026 Jul 24, 2026
Archvest Wealth Advisors, Inc. History No change 9,841 306 0.18% 0.18% 569 0 0.0% Q2 2026 Jul 27, 2026
PARTHENON LLC History No change 9,762 303 0.03% 0.03% 570 0 0.0% Q2 2026 Jul 23, 2026
WealthBridge Capital Management, LLC History No change 9,669 300 0.06% 0.06% 571 0 0.0% Q2 2026 Jul 24, 2026
Summit Asset Management, LLC History No change 9,624 299 0.04% 0.04% 572 0 0.0% Q2 2026 Aug 06, 2026
Smithfield Trust Co History No change 9,540 297 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 9,482 294 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 06, 2026
FAS Wealth Partners, Inc. History No change 9,476 294 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 9,420 292 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 05, 2026
ADVOCATE GROUP LLC History No change 9,405 292 0.04% 0.04% 577 0 0.0% Q2 2026 Jul 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 9,267 288 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 27, 2026
Meeder Advisory Services, Inc. History No change 9,249 287 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 9,194 285 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 9,135 284 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 10, 2026
E&G Advisors, LLC History No change 9,126 283 0.05% 0.05% 582 0 0.0% Q2 2026 Jul 23, 2026
Red Mountain Financial, LLC History No change 9,048 281 0.24% 0.24% 583 0 0.0% Q2 2026 Jul 21, 2026
SIMON QUICK ADVISORS, LLC History No change 9,016 280 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 28, 2026
Integrity Investment Advisors, LLC History No change 8,926 277 0.12% 0.12% 585 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 8,873 275 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 8,852 275 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 8,851 275 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 03, 2026
Warner Group LLC History No change 8,866 275 0.07% 0.07% 589 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 8,832 274 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 15, 2026
Trilogy Capital Inc. History No change 8,794 273 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 02, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 8,785 273 0.08% 0.08% 592 0 0.0% Q2 2026 Jul 31, 2026
CHOREO, LLC History No change 8,720 271 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 04, 2026
Jeter Robert S II History No change 8,604 270 0.26% 0.26% 594 0 0.0% Q2 2026 Jul 13, 2026
Americana Partners, LLC History No change 8,672 269 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 8,632 268 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 06, 2026
Accredited Investors Inc. History No change 8,643 268 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 21, 2026
New England Private Wealth Advisors LLC History No change 8,481 267 0.03% 0.03% 598 0 0.0% Q2 2026 Aug 04, 2026
CALTON & ASSOCIATES, INC. History No change 8,557 266 0.04% 0.04% 599 0 0.0% Q2 2026 Aug 10, 2026
Main Street Research LLC History No change 8,541 265 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 8,517 264 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 8,462 263 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 09, 2026
SeaCrest Wealth Management, LLC History No change 8,454 262 0.03% 0.03% 603 0 0.0% Q2 2026 Jul 09, 2026
Financial Management, Inc. History No change 8,396 261 0.21% 0.21% 604 0 0.0% Q2 2026 Aug 12, 2026
Garde Capital, Inc. History No change 8,334 259 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History No change 8,319 258 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 05, 2026
HC Advisors, LLC History No change 8,304 258 0.16% 0.16% 607 0 0.0% Q2 2026 Aug 07, 2026
Avantax Planning Partners, Inc. History No change 8,261 256 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 28, 2026
CONDOR CAPITAL MANAGEMENT History No change 8,243 256 0.02% 0.02% 609 0 0.0% Q2 2026 Aug 12, 2026
Luminvest Wealth Management LLC History No change 8,259 256 0.06% 0.06% 610 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 8,199 254 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 20, 2026
Diversified Portfolios, Inc. History No change 8,154 253 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 04, 2026
WealthCollab, LLC History No change 8,157 253 0.09% 0.09% 613 0 0.0% Q2 2026 Aug 10, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 247,158 253 0.1% 0.1% 614 0 0.0% Q2 2026 Aug 10, 2026
Brio Consultants, LLC History No change 8,125 252 0.03% 0.03% 615 0 0.0% Q2 2026 Aug 12, 2026
VestGen Advisors, LLC History No change 8,108 252 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 8,110 252 0.03% 0.03% 617 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 8,061 250 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 15, 2026
Wealth Architects, LLC History No change 8,047 250 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 23, 2026
Laird Norton Wetherby Trust Company, LLC History No change 8,007 249 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 7,999 248 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 29, 2026
Ketron Financial History No change 8,005 248 0.08% 0.08% 622 0 0.0% Q2 2026 Aug 05, 2026
Mesirow Financial Investment Management, Inc. History No change 7,969 247 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 22, 2026
NORDEN GROUP LLC History No change 7,955 247 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 29, 2026
Indivisible Partners History No change 7,946 247 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 04, 2026
Paragon Capital Management Ltd History No change 7,922 246 0.05% 0.05% 626 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial, LLC History No change 7,866 244 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 12, 2026
High Net Worth Advisory Group LLC History No change 7,830 243 0.05% 0.05% 628 0 0.0% Q2 2026 Jul 29, 2026
JB Capital LLC History No change 7,793 242 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 29, 2026
Advisory Alpha, LLC History No change 7,758 241 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 11, 2026
Advus Financial Partners, LLC History No change 7,725 240 0.07% 0.07% 631 0 0.0% Q2 2026 Oct 02, 2026
Stratos Investment Management, LLC History No change 7,690 239 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 11, 2026
Affinity Capital Advisors, LLC History No change 7,627 239 0.03% 0.03% 633 0 0.0% Q2 2026 Jul 08, 2026
Brooklyn FI, LLC History No change 7,571 239 0.04% 0.04% 634 0 0.0% Q2 2026 Aug 04, 2026
Gerber Kawasaki Wealth & Investment Management History No change 7,660 238 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 07, 2026
Frank, Rimerman Advisors LLC History No change 7,677 238 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 27, 2026
Palisade Asset Management, LLC History No change 7,611 236 0.02% 0.02% 637 0 0.0% Q2 2026 Jul 20, 2026
Valley Brook Capital Group, Inc. History No change 7,578 235 0.13% 0.13% 638 0 0.0% Q2 2026 Jul 27, 2026
CHAPIN DAVIS, INC. History No change 7,494 233 0.04% 0.04% 639 0 0.0% Q2 2026 Jul 07, 2026
First Heartland Consultants, Inc. History No change 7,494 233 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 08, 2026
Foundry Financial LLC History No change 7,510 233 0.08% 0.08% 641 0 0.0% Q2 2026 Jul 21, 2026
Fragasso Financial Advisors Inc History No change 7,429 231 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Corp History No change 7,397 230 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 03, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 7,424 230 0.02% 0.02% 644 0 0.0% Q2 2026 Sep 02, 2026
Abacus Planning Group, Inc. History No change 7,301 227 0.03% 0.03% 645 0 0.0% Q2 2026 Jul 20, 2026
Trivium Point Advisory, LLC History No change 7,304 227 0.02% 0.02% 646 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 7,304 227 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 10, 2026
Oak Wealth Advisors LLC History No change 7,326 227 0.11% 0.11% 648 0 0.0% Q2 2026 Jul 22, 2026
Farringdon Capital, Ltd. History No change 7,200 223 0.11% 0.11% 649 0 0.0% Q2 2026 Aug 12, 2026
GERMAN AMERICAN BANCORP, INC. History No change 7,137 221 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History No change 7,119 221 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 7,100 220 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 04, 2026
Goelzer Investment Management, Inc. History No change 7,050 219 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 14, 2026
CWA Asset Management Group, LLC History No change 7,049 219 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 14, 2026
GLENMEDE TRUST CO NA History No change 6,979 217 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 6,993 217 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 7,009 217 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 20, 2026
GTS SECURITIES LLC History No change 6,937 215 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 6,917 215 0.08% 0.08% 659 0 0.0% Q2 2026 Jul 24, 2026
Stone Summit Wealth LLC History No change 6,917 215 0.05% 0.05% 660 0 0.0% Q2 2026 Jul 23, 2026
Nova Wealth Management, Inc. History No change 6,925 215 0.12% 0.12% 661 0 0.0% Q2 2026 Jul 13, 2026
HBK Sorce Advisory LLC History No change 6,655 214 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 6,785 211 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 23, 2026
Gallagher Fiduciary Advisors, LLC History No change 6,771 210 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 6,758 210 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 05, 2026
FIRST FOUNDATION ADVISORS History No change 6,722 209 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 14, 2026
WULFF, HANSEN & CO. History No change 6,714 208 0.16% 0.16% 667 0 0.0% Q2 2026 Aug 05, 2026
Front Row Advisors LLC History No change 6,432 208 0.06% 0.06% 668 0 0.0% Q2 2026 Aug 13, 2026
THEORY FINANCIAL LLC History No change 6,657 207 0.07% 0.07% 669 0 0.0% Q2 2026 Jul 31, 2026
Mainstream Capital Management LLC History No change 6,662 207 0.12% 0.12% 670 0 0.0% Q2 2026 Jul 15, 2026
Cardinal Point Capital Management ULC History No change 6,637 206 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 14, 2026
Foster Victor Wealth Advisors, LLC History No change 6,527 205 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 22, 2026
Cloud Capital Management, LLC History No change 6,562 203 0.07% 0.07% 673 0 0.0% Q2 2026 Aug 13, 2026
ATLas Financial Planning LLC History No change 6,538 203 0.16% 0.16% 674 0 0.0% Q2 2026 Jul 22, 2026
Morton Capital Management LLC/CA History No change 6,503 202 0.03% 0.03% 675 0 0.0% Q2 2026 Jul 23, 2026
Sprinkle Financial Consultants LLC History No change 6,525 202 0.08% 0.08% 676 0 0.0% Q2 2026 Jul 08, 2026
Bragg Financial Advisors, Inc History No change 6,450 200 0.01% 0.01% 677 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 6,438 200 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 08, 2026
GODSEY & GIBB, INC History No change 6,239 194 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 13, 2026
Burk Holdings LLC History No change 6,186 192 0.07% 0.07% 680 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 5,979 185 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 17, 2026
Caitlin John, LLC History No change 5,961 185 0.1% 0.1% 682 0 0.0% Q2 2026 Aug 17, 2026
Asset Dedication, LLC History No change 5,897 183 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 30, 2026
GILL CAPITAL PARTNERS, LLC History No change 5,823 181 0.05% 0.05% 684 0 0.0% Q2 2026 Aug 20, 2026
Geneos Wealth Management Inc. History No change 5,832 181 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 06, 2026
CENTAURUS FINANCIAL, INC. History No change 5,795 180 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 17, 2026
High Note Wealth, LLC History No change 5,561 172 0.03% 0.03% 687 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 5,454 169 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 15, 2026
Breakwater Investment Management History No change 5,388 167 0.06% 0.06% 689 0 0.0% Q2 2026 Aug 06, 2026
Fairway Wealth LLC History No change 4,932 153 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 24, 2026
BOK Financial Private Wealth, Inc. History No change 4,860 151 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 4,699 146 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 4,671 145 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History No change 4,223 131 0.03% 0.03% 694 0 0.0% Q2 2026 Jul 16, 2026
Tanglewood Legacy Advisors, LLC History No change 4,159 129 0.04% 0.04% 695 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 4,026 125 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 06, 2026
Integrity Financial Corp /WA History No change 3,987 123 0.06% 0.06% 697 0 0.0% Q2 2026 Jul 31, 2026
Arlington Trust Co LLC History No change 3,885 120 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 07, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,741 116 0.03% 0.03% 699 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 3,684 114 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 3,555 110 0.03% 0.03% 701 0 0.0% Q2 2026 Jul 23, 2026
ADIRONDACK TRUST CO History No change 3,387 105 0.03% 0.03% 702 0 0.0% Q2 2026 Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,360 104 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 07, 2026
Fairscale Capital, LLC History No change 3,375 104 0.06% 0.06% 704 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Bancorp, Inc. History No change 3,320 103 0.03% 0.03% 705 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 3,096 96 0.05% 0.05% 706 0 0.0% Q2 2026 Jul 27, 2026
FIRST COMMUNITY TRUST NA History No change 2,979 92 0.04% 0.04% 707 0 0.0% Q2 2026 Jul 10, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,922 91 0.06% 0.06% 708 0 0.0% Q2 2026 Aug 18, 2026
Tidemark, LLC History No change 2,919 90 0.02% 0.02% 709 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 2,889 89 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,773 86 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 13, 2026
MidFirst Bank History No change 2,661 82 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 2,584 80 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 12, 2026
HOEY INVESTMENTS, INC History No change 2,586 80 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 2,557 79 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 23, 2026
CDKV HOLDINGS LLC History No change 2,373 73 0.06% 0.06% 716 0 0.0% Q2 2026 Jul 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,324 72 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 2,286 71 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 2,277 70 0.01% 0.01% 719 0 0.0% Q2 2026 Jul 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,254 70 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 04, 2026
SJS Investment Consulting Inc. History No change 2,256 70 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 22, 2026
PFS Partners, LLC History No change 2,232 69 0.03% 0.03% 722 0 0.0% Q2 2026 Jul 20, 2026
Powell Investment Advisors, LLC History No change 2,217 68 0.02% 0.02% 723 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 2,100 65 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 2,101 65 0.04% 0.04% 725 0 0.0% Q2 2026 Jul 21, 2026
Ashton Thomas Private Wealth, LLC History No change 2,085 64 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 29, 2026
First Bancorp, Inc /ME/ History No change 2,026 63 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 2,049 63 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 07, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 1,969 61 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 13, 2026
TSFG, LLC History No change 1,905 59 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Management Group, LLC History No change 1,888 58 0.01% 0.01% 731 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 1,848 57 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 24, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,818 56 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 22, 2026
Graney & King, LLC History No change 1,823 56 0.02% 0.02% 734 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 1,747 54 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 1,669 51 0.02% 0.02% 736 0 0.0% Q2 2026 Jul 13, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1,626 50 0.02% 0.02% 737 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 1,589 49 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 28, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,569 48 0.01% 0.01% 739 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,543 47 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 13, 2026
Eukles Asset Management History No change 1,500 46 0.02% 0.02% 741 0 0.0% Q2 2026 Aug 05, 2026
PINNEY & SCOFIELD, INC. History No change 1,426 44 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 07, 2026
Mosley Wealth Management History No change 1,413 43 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 1,346 41 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 24, 2026
Allspring Global Investments Holdings, LLC History No change 1,329 41 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 1,347 41 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,281 39 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 16, 2026
CITIGROUP INC History No change 1,276 39 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History No change 1,194 37 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 21, 2026
Downshift Financial, LLC History No change 1,217 37 0.02% 0.02% 750 0 0.0% Q2 2026 Aug 12, 2026
GGM Financial LLC History No change 1,166 36 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 23, 2026
Meramec Financial Planners, LLC History No change 1,080 34 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 28, 2026
Valued Wealth Advisors LLC History No change 1,092 33 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 20, 2026
CrossGen Wealth, LLC History No change 1,015 31 0.02% 0.02% 754 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 969 30 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 11, 2026
Harborfront Financial Group LLC History No change 940 29 0.11% 0.11% 756 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 839 26 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 16, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 857 26 0.01% 0.01% 758 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 829 25 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 04, 2026
Basecamp Wealth Advisors LLC History No change 807 25 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 762 24 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 12, 2026
CKW FINANCIAL GROUP History No change 762 24 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 24, 2026
Anchor Investment Management, LLC History No change 790 24 0.0% 0.0% 763 0 0.0% Q2 2026 Sep 15, 2026
HAZLETT, BURT & WATSON, INC. History No change 724 23 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 30, 2026
HM PAYSON & CO History No change 753 23 0.0% 0.0% 765 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 769 23 0.0% 0.0% 766 0 0.0% Q2 2026 Sep 04, 2026
Main Management LLC History No change 720 22 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 710 22 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 701 21 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 14, 2026
Cordant, Inc. History No change 697 21 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 699 21 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 23, 2026
Accordant Advisory Group Inc History No change 704 21 0.01% 0.01% 772 0 0.0% Q2 2026 Jul 27, 2026
Capital Advisors, Ltd. LLC History No change 645 20 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 16, 2026
Kozak & Associates, Inc. History No change 647 20 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 02, 2026
Osbon Capital Management LLC History No change 660 20 0.02% 0.02% 775 0 0.0% Q2 2026 Aug 13, 2026
Paladin Advisory Group, LLC History No change 630 19 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 28, 2026
Smallwood Wealth Investment Management, LLC History No change 622 19 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 23, 2026
Midwest Capital Advisors, LLC History No change 634 19 0.01% 0.01% 778 0 0.0% Q2 2026 Jul 28, 2026
FINANCIAL CONSULATE, INC History No change 597 18 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 23, 2026
Pflug Koory, LLC History No change 605 18 0.01% 0.01% 780 0 0.0% Q2 2026 Jul 21, 2026
Frazier Financial Advisors, LLC History No change 586 18 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 548 17 0.0% 0.0% 782 +2 0.37% Q3 2026 Oct 01, 2026
Turtle Creek Wealth Advisors, LLC History No change 555 17 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 518 16 0.01% 0.01% 784 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History No change 500 16 0.0% 0.0% 785 0 0.0% Q3 2026 Oct 02, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 516 16 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 17, 2026
Coston, McIsaac & Partners History No change 537 16 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 483 15 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 05, 2026
AMERIFLEX GROUP, INC. History No change 498 15 0.01% 0.01% 789 0 0.0% Q2 2026 Aug 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 507 15 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 502 15 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 461 14 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 10, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 460 14 0.0% 0.0% 793 0 0.0% Q2 2026 Jul 17, 2026
TRUST CO OF VERMONT History No change 431 13 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 07, 2026
TD Capital Management LLC History No change 424 13 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 441 13 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 12, 2026
FIRST UNITED BANK & TRUST History No change 380 11 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 20, 2026
Cordgrass Capital Advisors, LLC History No change 382 11 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 06, 2026
DiNuzzo Private Wealth, Inc. History No change 369 11 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 10, 2026
Anchor Bay Capital, Inc. History No change 354 11 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 357 11 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 09, 2026
Hamilton Point Investment Advisors, LLC History No change 348 10 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 333 10 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 07, 2026
Greykasell Wealth Strategies, Inc. History No change 327 10 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History Added to 286 9 0.0% 0.0% 807 +86 43.0% Q3 2026 Oct 01, 2026
Triumph Capital Management History No change 295 9 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 20, 2026
Murphy & Mullick Capital Management Corp History No change 312 9 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 285 8 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 279 8 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 288 8 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 13, 2026
Wiser Advisor Group LLC History No change 286 8 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 286 8 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 16, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 250 7 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 238 7 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 27, 2026
Financial Gravity Companies, Inc. History No change 210 6 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 05, 2026
Cheviot Value Management, LLC History No change 222 6 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 189 5 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 162 5 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 04, 2026
RHL GROUP, LLC History No change 189 5 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 03, 2026
Robinswood Financial LLC History No change 165 5 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 14, 2026
Financial Management Professionals, Inc. History No change 144 4 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 09, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 149 4 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 100 3 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 23, 2026
Quaker Wealth Management, LLC History No change 117 3 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 24, 2026
Rice Partnership, LLC History No change 111 3 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 29, 2026
Avion Wealth History No change 117 3 0.0% 0.0% 826 0 0.0% Q2 2026 Jul 31, 2026
LOWE BROCKENBROUGH & CO INC History No change 88 2 0.0% 0.0% 827 0 0.0% Q2 2026 Aug 03, 2026
Peachtree Investment Partners, LLC History No change 88 2 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 06, 2026
IAG Wealth Partners, LLC History No change 78 2 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 06, 2026
Buck Wealth Strategies, LLC History No change 73 2 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 30, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 83 2 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 54 1 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 39 1 0.0% 0.0% 833 0 0.0% Q2 2026 Jul 31, 2026
PROSPERITY BANCSHARES INC History No change 51 1 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 24 1 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 12, 2026
Central Pacific Bank - Trust Division History No change 42 1 0.0% 0.0% 836 0 0.0% Q2 2026 Jul 07, 2026
Basepoint Wealth LLC History No change 44 1 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 10, 2026
ARVEST INVESTMENTS, INC. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
SIMPLEX TRADING, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Wagner Wealth Management, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Asset Management, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026