FIDELITY COVINGTON TRUST - FTEC

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
Lido Advisors, LLC History No change 2,009,121 573,765 1.56% 1.56% 1 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,343,888 383,787 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 953,420 272,277 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 768,233 219,392 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 07, 2026
AGF MANAGEMENT LTD History No change 690,136 197,089 0.76% 0.76% 5 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 669,504 191,196 0.05% 0.05% 6 0 0.0% Q2 2026 Sep 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 668,463 190,899 0.24% 0.24% 7 0 0.0% Q2 2026 Jul 29, 2026
MORGAN STANLEY History No change 407,348 116,331 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 357,389 102,063 0.13% 0.13% 9 0 0.0% Q2 2026 Aug 19, 2026
Kestra Investment Management, LLC History No change 323,063 92,260 1.79% 1.79% 10 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 319,994 91,383 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 300,577 85,911 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 271,093 77,426 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 257,555 73,552 0.17% 0.17% 14 0 0.0% Q2 2026 Jul 27, 2026
Portfolio Strategies, Inc. History No change 232,327 67,726 6.64% 6.64% 15 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 212,226 60,607 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 198,769 56,764 0.68% 0.68% 17 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 180,189 51,458 0.17% 0.17% 18 0 0.0% Q2 2026 Jul 28, 2026
Independence Financial Advisors, LLC History Added to 150,522 45,165 11.34% 10.46% 19 +9,259 6.55% Q3 2026 Oct 08, 2026
JPMORGAN CHASE & CO History No change 154,792 43,085 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
NorthCoast Asset Management LLC History No change 148,363 42,369 0.94% 0.94% 21 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 130,558 37,284 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 118,093 33,724 0.33% 0.33% 23 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 114,710 32,758 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
Yoder Wealth Management, Inc. History Added to 105,929 31,785 11.99% 11.64% 25 +1,676 1.61% Q3 2026 Oct 13, 2026
STIFEL FINANCIAL CORP History No change 111,207 31,759 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 12, 2026
VICUS CAPITAL History No change 109,437 31,253 2.02% 2.02% 27 0 0.0% Q2 2026 Aug 05, 2026
Financial Partners Group, Inc History No change 105,746 30,198 3.07% 3.07% 28 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 104,020 29,706 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 103,149 29,457 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 102,879 29,380 1.48% 1.48% 31 0 0.0% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History No change 98,702 28,187 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 96,503 27,559 0.14% 0.14% 33 0 0.0% Q2 2026 Aug 13, 2026
Fischer Financial Services, Inc. History No change 88,406 25,246 6.34% 6.34% 34 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 86,044 24,572 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 03, 2026
Morningstar Investment Management LLC History No change 117,953 24,540 1.51% 1.51% 36 0 0.0% Q2 2026 Jul 21, 2026
AMERIPRISE FINANCIAL INC History No change 84,177 23,902 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Marotta Asset Management History Added to 75,679 22,708 3.86% 3.36% 38 +3,494 4.84% Q3 2026 Oct 02, 2026
Kraft, Davis & Associates, LLC History No change 76,376 20,940 4.37% 4.37% 39 0 0.0% Q2 2026 Jul 09, 2026
Eaton Financial Holdings Company, LLC History No change 67,142 19,174 5.27% 5.27% 40 0 0.0% Q2 2026 Aug 04, 2026
Advisory Services Network, LLC History No change 60,737 17,345 0.2% 0.2% 41 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 59,751 17,063 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 59,322 16,941 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 58,462 16,695 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Lifeworks Advisors, LLC History No change 56,502 16,135 1.69% 1.69% 45 0 0.0% Q2 2026 Aug 14, 2026
Armor Investment Advisors, LLC History No change 56,066 16,011 5.14% 5.14% 46 0 0.0% Q2 2026 Aug 04, 2026
Mariner, LLC History No change 55,671 15,898 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 53,844 15,376 0.29% 0.29% 48 0 0.0% Q2 2026 Aug 14, 2026
King Wealth Management Group History No change 51,730 14,773 1.62% 1.62% 49 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 49,507 14,138 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 47,835 13,660 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 46,724 13,343 0.13% 0.13% 52 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 45,909 13,110 0.14% 0.14% 53 0 0.0% Q2 2026 Aug 12, 2026
Smith Salley Wealth Management History No change 45,191 12,905 0.56% 0.56% 54 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History No change 44,250 12,636 0.0% 0.0% 55 0 0.0% Q2 2026 Sep 02, 2026
ATLAS CAPITAL ADVISORS INC. History No change 42,428 12,116 1.33% 1.33% 56 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 42,104 12,024 1.26% 1.26% 57 0 0.0% Q2 2026 Jul 30, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 41,251 11,780 5.37% 5.37% 58 0 0.0% Q2 2026 Jul 29, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 40,454 11,552 2.13% 2.13% 59 0 0.0% Q2 2026 Aug 06, 2026
Signal Advisors Wealth, LLC History Added to 37,732 11,321 0.5% 0.17% 60 +25,934 219.82% Q3 2026 Oct 13, 2026
Traynor Capital Management, Inc. History No change 38,870 11,100 0.51% 0.51% 61 0 0.0% Q2 2026 Jul 22, 2026
JONES FINANCIAL COMPANIES LLLP History No change 40,064 10,916 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 35,643 10,695 0.29% 0.38% 63 -10,504 -22.76% Q3 2026 Oct 02, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 37,112 10,598 0.23% 0.23% 64 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History No change 36,762 10,498 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 36,327 10,374 0.02% 0.02% 66 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Wealth History No change 35,753 10,210 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 12, 2026
Sterling Investment Counsel, LLC History No change 35,541 10,149 2.39% 2.39% 68 0 0.0% Q2 2026 Jul 20, 2026
Crumly & Associates Inc. History Reduced 33,360 10,009 1.78% 1.83% 69 -92 -0.28% Q3 2026 Oct 07, 2026
J.W. COLE ADVISORS, INC. History No change 35,007 9,997 0.17% 0.17% 70 0 0.0% Q2 2026 Jul 21, 2026
Go Invest LLC History Added to 32,680 9,805 2.07% 2.03% 71 +2,486 8.23% Q3 2026 Oct 08, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 31,972 9,130 3.81% 3.81% 72 0 0.0% Q2 2026 Jul 14, 2026
Snowden Capital Advisors LLC History No change 31,737 9,063 0.21% 0.21% 73 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 30,272 8,645 0.22% 0.22% 74 0 0.0% Q2 2026 Aug 07, 2026
High Point Wealth Management, LLC History No change 29,412 8,399 6.87% 6.87% 75 0 0.0% Q2 2026 Jul 20, 2026
Financial Perspectives, Inc History No change 29,202 8,339 2.03% 2.03% 76 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 28,905 8,254 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 13, 2026
CacheTech Inc. History No change 28,894 8,251 1.34% 1.34% 78 0 0.0% Q2 2026 Aug 11, 2026
Goldstone Financial Group, LLC History No change 28,692 8,193 0.75% 0.75% 79 0 0.0% Q2 2026 Aug 11, 2026
Aspetuck Financial Management LLC History No change 28,363 8,099 4.77% 4.77% 80 0 0.0% Q2 2026 Aug 11, 2026
Adams Wealth Management History No change 28,012 7,999 1.53% 1.53% 81 0 0.0% Q2 2026 Aug 10, 2026
KDK Private Wealth Management, LLC History No change 27,613 7,885 6.54% 6.54% 82 0 0.0% Q2 2026 Aug 12, 2026
Capital Planning LLC History Reduced 26,194 7,859 2.09% 2.19% 83 -156 -0.59% Q3 2026 Oct 09, 2026
BRIGHTON JONES LLC History No change 27,307 7,798 0.14% 0.14% 84 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 26,599 7,596 0.08% 0.08% 85 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Management, LLC History No change 25,285 7,220 0.22% 0.22% 86 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 25,072 7,160 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 23,203 7,048 0.01% 0.01% 88 -341 -1.45% Q3 2026 Oct 13, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 24,425 6,975 0.47% 0.47% 89 0 0.0% Q2 2026 Jul 24, 2026
Integrated Advisors Network LLC History No change 24,208 6,913 0.32% 0.32% 90 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 24,191 6,908 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 23,942 6,840 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 14, 2026
LYNCH & ASSOCIATES/IN History Reduced 22,540 6,763 0.97% 1.16% 93 -655 -2.82% Q3 2026 Oct 13, 2026
Equitable Holdings, Inc. History No change 23,401 6,682 0.04% 0.04% 94 0 0.0% Q2 2026 Aug 17, 2026
Northwest Wealth Advisors, LLC History No change 22,746 6,495 3.73% 3.73% 95 0 0.0% Q2 2026 Jul 23, 2026
Heck Capital Advisors, LLC History No change 22,559 6,442 0.38% 0.38% 96 0 0.0% Q2 2026 Jul 10, 2026
Beaumont Financial Advisors, LLC History No change 22,232 6,349 0.4% 0.4% 97 0 0.0% Q2 2026 Aug 04, 2026
Investment Advisory Services Group LLC History No change 20,665 5,901 4.32% 4.32% 98 0 0.0% Q2 2026 Jul 29, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 20,358 5,813 7.92% 7.92% 99 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 20,142 5,752 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 20,062 5,729 0.06% 0.06% 101 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 19,760 5,642 0.09% 0.09% 102 0 0.0% Q2 2026 Aug 10, 2026
Maxele Advisors, LLC History No change 19,724 5,632 3.94% 3.94% 103 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 19,550 5,583 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Fingerlakes Wealth Management, Inc. History No change 19,535 5,578 3.0% 3.0% 105 0 0.0% Q2 2026 Jul 23, 2026
Chicago Partners Investment Group LLC History No change 20,033 5,474 0.11% 0.11% 106 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 19,001 5,426 0.11% 0.11% 107 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 18,855 5,385 0.08% 0.08% 108 0 0.0% Q2 2026 Jul 15, 2026
Mokosak Advisory Group, LLC History No change 18,710 5,343 1.16% 1.16% 109 0 0.0% Q2 2026 Aug 03, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 18,617 5,316 1.98% 1.98% 110 0 0.0% Q2 2026 Aug 03, 2026
SAX WEALTH ADVISORS, LLC History Added to 17,550 5,266 0.15% 0.12% 111 +3,060 21.12% Q3 2026 Oct 13, 2026
Jacobs Equity LLC History No change 18,443 5,266 3.64% 3.64% 112 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 18,143 5,181 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 18,112 5,172 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Alliance Private Wealth, LLC History No change 18,110 5,171 1.8% 1.8% 115 0 0.0% Q2 2026 Jul 09, 2026
TBH Global Asset Management, LLC History No change 17,806 5,084 0.93% 0.93% 116 0 0.0% Q2 2026 Aug 05, 2026
Oxford Wealth Group, LLC History No change 17,467 4,988 2.23% 2.23% 117 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 16,010 4,803 0.44% 0.38% 118 +577 3.74% Q3 2026 Oct 07, 2026
Reliant Investment Partners, LLC History No change 16,554 4,727 3.22% 3.22% 119 0 0.0% Q2 2026 Aug 11, 2026
DAHRING | CUSMANO LLC History No change 16,423 4,689 2.47% 2.47% 120 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 15,996 4,568 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 15,868 4,531 0.34% 0.34% 122 0 0.0% Q2 2026 Sep 15, 2026
Visionary Wealth Advisors History No change 15,844 4,524 0.18% 0.18% 123 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 15,636 4,465 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
Secure Asset Management, LLC History No change 15,394 4,396 0.62% 0.62% 125 0 0.0% Q2 2026 Jul 15, 2026
Samalin Investment Counsel, LLC History No change 14,953 4,270 1.33% 1.33% 126 0 0.0% Q2 2026 Jul 27, 2026
EVERPAR ADVISORS LLC History No change 14,831 4,235 1.2% 1.2% 127 0 0.0% Q2 2026 Jul 09, 2026
Eley Financial Management, Inc History No change 14,748 4,211 1.36% 1.36% 128 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 14,456 4,128 0.02% 0.02% 129 0 0.0% Q2 2026 Jul 13, 2026
Maltin Wealth Management, Inc. History Reduced 13,646 4,094 1.33% 1.31% 130 -38 -0.28% Q3 2026 Oct 13, 2026
Janney Montgomery Scott LLC History No change 13,840 3,953 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 13,600 3,883 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History No change 13,311 3,801 1.69% 1.69% 133 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Reduced 12,475 3,743 0.03% 0.03% 134 -393 -3.05% Q3 2026 Oct 08, 2026
Nova Wealth Management, Inc. History No change 13,076 3,734 2.06% 2.06% 135 0 0.0% Q2 2026 Jul 13, 2026
Robertson Stephens Wealth Management, LLC History No change 13,061 3,729 0.09% 0.09% 136 0 0.0% Q2 2026 Jul 29, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 13,002 3,713 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 12,965 3,702 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 12,579 3,592 0.07% 0.07% 139 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 12,547 3,583 0.3% 0.3% 140 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 12,391 3,538 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 12,325 3,520 0.16% 0.16% 142 0 0.0% Q2 2026 Aug 20, 2026
Certified Advisory Corp History No change 12,232 3,493 0.28% 0.28% 143 0 0.0% Q2 2026 Jul 16, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 12,146 3,468 1.33% 1.33% 144 0 0.0% Q2 2026 Jul 09, 2026
SPINNAKER TRUST History No change 11,957 3,414 0.17% 0.17% 145 0 0.0% Q2 2026 Aug 03, 2026
SUCCESSION FINANCIAL, INC. History No change 11,956 3,414 3.25% 3.25% 146 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 11,773 3,362 0.31% 0.31% 147 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 11,733 3,350 0.03% 0.03% 148 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 11,421 3,261 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 11,235 3,208 0.09% 0.09% 150 0 0.0% Q2 2026 Aug 10, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 11,194 3,196 0.42% 0.42% 151 0 0.0% Q2 2026 Jul 20, 2026
Cooper Financial Group History Added to 10,541 3,162 0.25% 0.25% 152 +2 0.02% Q3 2026 Oct 07, 2026
NAVELLIER & ASSOCIATES INC History No change 11,000 3,141 0.25% 0.25% 153 0 0.0% Q2 2026 Aug 04, 2026
Atlas Brown,Inc. History Reduced 10,453 3,136 0.83% 0.8% 154 -28 -0.27% Q3 2026 Oct 09, 2026
Hippocratic Financial Advisors, LLC History New 10,079 3,024 1.19% — 156 +10,079 New Q3 2026 Oct 13, 2026
WCG Wealth Advisors LLC History No change 10,592 3,024 0.07% 0.07% 155 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 10,224 2,919 0.06% 0.06% 157 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 10,222 2,919 0.05% 0.05% 158 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 10,199 2,912 0.03% 0.03% 159 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 10,199 2,912 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 27, 2026
McMillan Office, Inc. History No change 10,020 2,861 0.33% 0.33% 161 0 0.0% Q2 2026 Aug 13, 2026
Stonebrook Private Inc. History No change 9,951 2,841 0.52% 0.52% 162 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 9,719 2,775 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 9,513 2,716 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 9,407 2,686 0.06% 0.06% 165 0 0.0% Q2 2026 Aug 03, 2026
CVA Family Office, LLC History No change 9,372 2,676 0.24% 0.24% 166 0 0.0% Q2 2026 Aug 07, 2026
BridgePort Financial Solutions, LLC History No change 9,261 2,644 0.67% 0.67% 167 0 0.0% Q2 2026 Jul 24, 2026
Orion Porfolio Solutions, LLC History No change 9,211 2,630 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
WHALEROCK POINT PARTNERS, LLC History No change 9,012 2,573 0.44% 0.44% 169 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 8,854 2,528 0.05% 0.05% 170 0 0.0% Q2 2026 Jul 28, 2026
GOLDMAN SACHS GROUP INC History No change 8,804 2,514 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 8,701 2,484 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 28, 2026
Avior Wealth Management, LLC History Reduced 8,097 2,429 0.06% 0.06% 173 -219 -2.63% Q3 2026 Oct 13, 2026
IFP Advisors, Inc History No change 8,366 2,389 0.04% 0.04% 174 0 0.0% Q2 2026 Jul 20, 2026
Focus Financial Network, Inc. History No change 8,293 2,368 0.07% 0.07% 175 0 0.0% Q2 2026 Jul 09, 2026
IPG Investment Advisors LLC History No change 8,240 2,353 0.34% 0.34% 176 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 8,174 2,334 0.07% 0.07% 177 0 0.0% Q2 2026 Jul 15, 2026
TRUIST FINANCIAL CORP History No change 8,064 2,302 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 8,021 2,290 0.04% 0.04% 179 0 0.0% Q2 2026 Jul 31, 2026
DUNCKER STREETT & CO INC History No change 8,018 2,289 0.39% 0.39% 180 0 0.0% Q2 2026 Jul 28, 2026
CAP Partners, LLC History No change 8,000 2,284 1.12% 1.12% 181 0 0.0% Q2 2026 Jul 30, 2026
Curi Capital, LLC History No change 7,969 2,275 0.04% 0.04% 182 0 0.0% Q2 2026 Aug 14, 2026
Elm3 Financial Group, LLC History Reduced 7,451 2,235 1.49% 1.49% 183 -158 -2.08% Q3 2026 Oct 07, 2026
Soltis Investment Advisors LLC History No change 7,805 2,229 0.12% 0.12% 184 0 0.0% Q2 2026 Jul 31, 2026
NWAM LLC History No change 7,787 2,223 0.11% 0.11% 185 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 7,690 2,196 0.01% 0.01% 186 0 0.0% Q2 2026 Jul 20, 2026
JBR Co Financial Management Inc History Reduced 7,787 2,180 0.83% 1.0% 187 -1,833 -19.05% Q3 2026 Oct 13, 2026
Investors Research Corp History Reduced 7,211 2,163 0.38% 0.39% 188 -383 -5.04% Q3 2026 Oct 07, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 7,441 2,125 0.55% 0.55% 189 0 0.0% Q2 2026 Jul 13, 2026
Modern Wealth Management, LLC History No change 7,392 2,111 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 13, 2026
Redwood Financial Network Corp History No change 7,236 2,066 1.15% 1.15% 191 0 0.0% Q2 2026 Aug 07, 2026
Silver Lake Advisory, LLC History No change 7,211 2,059 0.74% 0.74% 192 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 7,193 2,054 0.05% 0.05% 193 0 0.0% Q2 2026 Jul 28, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 7,166 2,046 0.15% 0.15% 194 0 0.0% Q2 2026 Jul 16, 2026
CAPTRUST FINANCIAL ADVISORS History No change 7,150 2,041 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 7,403 2,041 1.31% 1.31% 196 0 0.0% Q2 2026 Jul 09, 2026
SWEENEY & MICHEL, LLC History No change 6,923 2,006 0.53% 0.53% 197 0 0.0% Q2 2026 Aug 10, 2026
CERTUITY, LLC History No change 6,833 1,951 0.1% 0.1% 198 0 0.0% Q2 2026 Jul 28, 2026
Gotham Asset Management, LLC History No change 6,710 1,916 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 6,694 1,911 0.09% 0.09% 200 0 0.0% Q2 2026 Aug 04, 2026
Private Advisor Group, LLC History No change 6,676 1,906 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History No change 6,502 1,856 0.06% 0.06% 202 0 0.0% Q2 2026 Jul 31, 2026
SeaCrest Wealth Management, LLC History No change 6,502 1,856 0.21% 0.21% 203 0 0.0% Q2 2026 Jul 09, 2026
NorthLanding Financial Partners, LLC History No change 6,476 1,849 1.28% 1.28% 204 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 6,471 1,848 0.44% 0.44% 205 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 6,141 1,842 0.03% 0.03% 206 +91 1.5% Q3 2026 Oct 13, 2026
HARBOUR INVESTMENTS, INC. History No change 6,362 1,816 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 6,358 1,815 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,316 1,803 0.2% 0.2% 209 0 0.0% Q2 2026 Jul 09, 2026
OneAscent Financial Services LLC History No change 6,298 1,798 0.09% 0.09% 210 0 0.0% Q2 2026 Aug 11, 2026
JSF Financial, LLC History No change 6,189 1,767 0.28% 0.28% 211 0 0.0% Q2 2026 Jul 28, 2026
Valmark Advisers, Inc. History No change 6,186 1,766 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 06, 2026
Strategic Blueprint, LLC History No change 6,167 1,761 0.09% 0.09% 213 0 0.0% Q2 2026 Jul 23, 2026
Palacios Wealth Management, LLC History No change 6,089 1,739 1.03% 1.03% 214 0 0.0% Q2 2026 Jul 23, 2026
Canton Hathaway, LLC History No change 5,995 1,712 0.33% 0.33% 215 0 0.0% Q2 2026 Aug 05, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,986 1,709 0.29% 0.29% 216 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 5,952 1,700 0.01% 0.01% 217 0 0.0% Q2 2026 Jul 20, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 5,952 1,699 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 22, 2026
Purkiss Capital Advisors LLC History No change 5,874 1,677 0.64% 0.64% 219 0 0.0% Q2 2026 Jul 30, 2026
Global Financial Private Client, LLC History No change 5,827 1,664 0.45% 0.45% 220 0 0.0% Q2 2026 Jul 20, 2026
Essex Financial Services, Inc. History No change 5,735 1,637 0.08% 0.08% 221 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 5,641 1,611 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 5,546 1,583 0.06% 0.06% 223 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 5,470 1,562 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 17, 2026
Diversify Advisory Services, LLC History No change 5,805 1,558 0.03% 0.03% 225 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,805 1,558 0.03% 0.03% 226 0 0.0% Q2 2026 Jul 29, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 5,327 1,521 0.04% 0.04% 227 0 0.0% Q2 2026 Jul 31, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 4,967 1,490 0.6% 0.58% 228 -29 -0.58% Q3 2026 Oct 13, 2026
CoreCap Advisors, LLC History Added to 4,956 1,487 0.04% 0.04% 229 +245 5.2% Q3 2026 Oct 08, 2026
Wealthstar Advisors, LLC History No change 5,134 1,466 0.43% 0.43% 230 0 0.0% Q2 2026 Jul 30, 2026
SFMG, LLC History No change 5,111 1,459 0.09% 0.09% 231 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 5,112 1,459 0.03% 0.03% 232 0 0.0% Q2 2026 Jul 29, 2026
Wiser Wealth Management, Inc History No change 5,093 1,454 0.28% 0.28% 233 0 0.0% Q2 2026 Jul 14, 2026
Wealthcare Advisory Partners LLC History No change 5,067 1,447 0.03% 0.03% 234 0 0.0% Q2 2026 Jul 09, 2026
IMA Advisory Services, Inc. History No change 5,046 1,441 0.09% 0.09% 235 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,975 1,420 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 4,950 1,413 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 4,917 1,404 0.05% 0.05% 238 0 0.0% Q2 2026 Aug 06, 2026
Sanchez Gaunt Capital Management, LLC History No change 4,859 1,387 0.77% 0.77% 239 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 4,757 1,358 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
Williams & Novak Wealth Management, LLC History No change 4,472 1,341 0.79% 0.84% 241 0 0.0% Q3 2026 Oct 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,665 1,332 0.08% 0.08% 242 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 4,585 1,309 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 6,247 1,299 0.16% 0.16% 244 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,525 1,292 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 4,520 1,291 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 4,514 1,289 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
PUREfi Wealth, LLC History No change 4,515 1,289 0.71% 0.71% 248 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 4,494 1,283 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 4,438 1,267 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
SVB WEALTH LLC History No change 4,433 1,265 0.08% 0.08% 251 0 0.0% Q2 2026 Jul 17, 2026
PGIM Custom Harvest LLC History No change 4,425 1,263 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 13, 2026
Financial Freedom, LLC History No change 4,388 1,252 0.57% 0.57% 253 0 0.0% Q2 2026 Aug 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 4,302 1,229 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 4,149 1,184 0.38% 0.38% 255 0 0.0% Q2 2026 Jul 31, 2026
WealthPlan Investment Management, LLC History No change 4,103 1,171 0.06% 0.06% 256 0 0.0% Q2 2026 Jul 28, 2026
Madison Wealth Partners, Inc History No change 4,096 1,169 0.15% 0.15% 257 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Group, LLC History No change 4,056 1,158 0.03% 0.03% 258 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History No change 4,015 1,146 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 4,000 1,142 0.32% 0.32% 260 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History No change 3,994 1,140 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,963 1,132 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 4,314 1,113 0.08% 0.08% 263 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 3,880 1,107 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 3,868 1,104 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 3,861 1,102 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History No change 3,855 1,100 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
KINTRA WEALTH, LLC History No change 3,715 1,090 0.06% 0.06% 268 0 0.0% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History No change 3,814 1,089 0.14% 0.14% 269 0 0.0% Q2 2026 Jul 30, 2026
US BANCORP \DE\ History No change 3,778 1,078 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
Astra Wealth Partners LLC History No change 3,774 1,077 0.57% 0.57% 271 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 3,731 1,065 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 3,695 1,055 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 18, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,663 1,046 0.06% 0.06% 274 0 0.0% Q2 2026 Aug 06, 2026
MCRAE CAPITAL MANAGEMENT INC History No change 3,636 1,038 0.2% 0.2% 275 0 0.0% Q2 2026 Jul 17, 2026
PATRON PARTNERS, LLC History No change 3,632 1,037 0.4% 0.4% 276 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,601 1,028 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 20, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,578 1,021 0.15% 0.15% 278 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 3,466 989 0.04% 0.04% 279 0 0.0% Q2 2026 Jul 22, 2026
SteelPeak Wealth, LLC History No change 3,436 981 0.03% 0.03% 280 0 0.0% Q2 2026 Jul 13, 2026
Summit Trail Advisors, LLC History No change 3,390 968 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 11, 2026
VCI Wealth Management LLC History No change 3,366 961 0.24% 0.24% 282 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History Added to 3,136 941 0.03% 0.03% 283 +22 0.71% Q3 2026 Oct 13, 2026
CreativeOne Wealth, LLC History No change 3,289 939 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 13, 2026
Hardy Reed LLC History No change 3,284 937 0.06% 0.06% 285 0 0.0% Q2 2026 Aug 03, 2026
Sage Mountain Advisors LLC History No change 3,217 918 0.06% 0.06% 286 0 0.0% Q2 2026 Aug 05, 2026
INSTRUMENTAL WEALTH, LLC History No change 3,214 917 0.46% 0.46% 287 0 0.0% Q2 2026 Jul 16, 2026
SCOTIA CAPITAL INC. History No change 3,182 908 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,174 906 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 07, 2026
Alchemi Wealth, LLC History No change 3,163 903 0.42% 0.42% 290 0 0.0% Q2 2026 Jul 29, 2026
PACIFIC SUN FINANCIAL CORP History No change 3,132 894 0.37% 0.37% 291 0 0.0% Q2 2026 Aug 07, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 3,103 886 0.21% 0.21% 292 0 0.0% Q2 2026 Jul 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,101 885 0.0% 0.0% 293 0 0.0% Q2 2026 Sep 23, 2026
Sound View Wealth Advisors Group, LLC History No change 3,072 877 0.05% 0.05% 294 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 3,052 871 0.47% 0.47% 295 0 0.0% Q2 2026 Aug 07, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 3,049 870 0.37% 0.37% 296 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 3,037 867 0.14% 0.14% 297 0 0.0% Q2 2026 Aug 04, 2026
Perkins Coie Trust Co History No change 3,025 863 0.14% 0.14% 298 0 0.0% Q2 2026 Jul 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,011 859 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 14, 2026
Bawa N Mallick Trust History No change 3,000 856 0.28% 0.28% 300 0 0.0% Q2 2026 Aug 14, 2026
Three Magnolias Financial Advisors, LLC History No change 3,000 856 0.48% 0.48% 301 0 0.0% Q2 2026 Jul 31, 2026
ADIRONDACK TRUST CO History No change 2,980 850 0.25% 0.25% 302 0 0.0% Q2 2026 Jul 16, 2026
Aureus Asset Management, LLC History No change 2,963 846 0.05% 0.05% 303 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 2,947 841 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 13, 2026
BCS Wealth Management History No change 2,921 834 0.15% 0.15% 305 0 0.0% Q2 2026 Jul 16, 2026
BROWN ADVISORY INC History No change 2,918 833 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 2,896 827 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 03, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,894 826 0.2% 0.2% 308 0 0.0% Q2 2026 Aug 07, 2026
Valley Brook Capital Group, Inc. History No change 2,893 826 0.47% 0.47% 309 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 2,878 821 0.01% 0.01% 310 0 0.0% Q2 2026 Sep 08, 2026
OMNI 360 Wealth, Inc. History Added to 2,714 814 0.37% 0.34% 311 +146 5.69% Q3 2026 Oct 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,821 805 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 14, 2026
Bogart Wealth, LLC History No change 2,804 800 0.03% 0.03% 313 0 0.0% Q2 2026 Jul 24, 2026
Sankala Group LLC History No change 2,799 799 0.53% 0.53% 314 0 0.0% Q2 2026 Aug 18, 2026
Savant Capital, LLC History No change 2,787 798 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History No change 2,793 797 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 2,770 791 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 14, 2026
LJI Wealth Management, LLC History No change 2,745 783 0.11% 0.11% 318 0 0.0% Q2 2026 Jul 31, 2026
D'Orazio & Associates, Inc. History No change 2,735 781 0.09% 0.09% 319 0 0.0% Q2 2026 Jul 28, 2026
EHRLICH FINANCIAL GROUP History No change 2,729 779 0.4% 0.4% 320 0 0.0% Q2 2026 Jul 09, 2026
Cherry Tree Wealth Management, LLC History No change 2,721 777 0.15% 0.15% 321 0 0.0% Q2 2026 Sep 15, 2026
Balance Wealth Partners LLC History No change 2,697 770 0.2% 0.2% 322 0 0.0% Q2 2026 Jul 21, 2026
Nuveen, LLC History No change 2,695 769 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History No change 2,662 760 0.03% 0.03% 324 0 0.0% Q2 2026 Jul 29, 2026
Athena Wealth Management, LLC History Reduced 2,527 758 0.54% 0.55% 325 -49 -1.9% Q3 2026 Oct 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,647 755 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 28, 2026
Moors & Cabot, Inc. History No change 2,635 752 0.03% 0.03% 327 0 0.0% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History No change 2,600 743 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 17, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,604 743 0.02% 0.02% 329 0 0.0% Q2 2026 Jul 31, 2026
Belvedere Trading LLC History No change 2,600 742 0.0% 0.0% 330 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 2,596 741 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 11, 2026
River Wealth Advisors LLC History No change 2,596 741 0.08% 0.08% 332 0 0.0% Q2 2026 Aug 04, 2026
Envision Financial Transparency, LLC History No change 5,026 740 0.63% 0.63% 333 0 0.0% Q2 2026 Aug 21, 2026
Composition Wealth, LLC History No change 2,575 735 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 22, 2026
Stratos Investment Management, LLC History No change 2,573 734 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 11, 2026
Atomic Invest LLC History No change 2,629 731 0.06% 0.06% 336 0 0.0% Q2 2026 Sep 25, 2026
Tranquility Partners, LLC History No change 2,554 729 0.25% 0.25% 337 0 0.0% Q2 2026 Jul 23, 2026
Interchange Capital Partners, LLC History No change 2,541 725 0.14% 0.14% 338 0 0.0% Q2 2026 Jul 20, 2026
Founders Financial Alliance, LLC History No change 2,486 709 0.09% 0.09% 339 0 0.0% Q2 2026 Aug 04, 2026
Lebenthal Global Advisors, LLC History No change 2,480 708 0.1% 0.1% 340 0 0.0% Q2 2026 Jul 30, 2026
Smithfield Trust Co History No change 2,475 707 0.03% 0.03% 341 0 0.0% Q2 2026 Aug 05, 2026
Red Door Wealth Management, LLC History No change 2,465 703 0.06% 0.06% 342 0 0.0% Q2 2026 Jul 13, 2026
Midwest Heritage Bank, FSB History No change 2,462 703 0.2% 0.2% 343 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Advisors, LLC History No change 2,427 693 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 11, 2026
Calamos Wealth Management LLC History No change 2,422 691 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 31, 2026
MATHER GROUP, LLC. History No change 2,413 689 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 2,406 687 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 2,383 680 0.05% 0.05% 348 0 0.0% Q2 2026 Aug 11, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,340 668 0.07% 0.07% 349 0 0.0% Q2 2026 Jul 07, 2026
Ruggiero Investments, Inc. History No change 2,336 667 0.56% 0.56% 350 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 2,300 656 0.06% 0.06% 351 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 2,282 651 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 03, 2026
Capital Management Associates, Inc History No change 2,260 645 0.13% 0.13% 353 0 0.0% Q2 2026 Jul 22, 2026
B. Riley Wealth Advisors, Inc. History Reduced 2,134 640 0.02% 0.03% 354 -1 -0.05% Q3 2026 Oct 13, 2026
Cassaday & Co Wealth Management LLC History No change 2,240 639 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 2,210 631 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 13, 2026
Independent Wealth Network Inc. History No change 2,206 630 0.16% 0.16% 357 0 0.0% Q2 2026 Jul 20, 2026
Zinnia Wealth Advisory, LLC History No change 2,204 629 0.64% 0.64% 358 0 0.0% Q2 2026 Jul 30, 2026
Gaddis Premier Wealth Advisors LLC History No change 2,201 628 0.38% 0.38% 359 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,181 622 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 2,135 609 0.07% 0.07% 361 0 0.0% Q2 2026 Sep 02, 2026
Asset One Wealth Management LLC History No change 2,177 605 0.06% 0.06% 362 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Added to 1,990 604 0.01% 0.01% 363 +376 23.3% Q3 2026 Oct 09, 2026
Advisors Capital Management, LLC History No change 2,101 600 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 2,082 594 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 2,081 594 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 12, 2026
Linscomb Wealth, Inc. History No change 2,080 594 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 31, 2026
Altus Wealth Group LLC History No change 2,078 593 0.21% 0.21% 368 0 0.0% Q2 2026 Jul 17, 2026
GTS SECURITIES LLC History No change 2,063 589 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 14, 2026
EVERETT HARRIS & CO /CA/ History No change 2,050 585 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 03, 2026
FIRST HORIZON CORP History No change 2,035 581 0.02% 0.02% 371 0 0.0% Q2 2026 Jul 20, 2026
TFC Financial Management, Inc. History No change 2,038 581 0.06% 0.06% 372 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History No change 2,021 577 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 2,016 575 0.33% 0.33% 374 0 0.0% Q2 2026 Aug 12, 2026
Cape Investment Advisory, Inc. History Added to 1,916 574 0.15% 0.01% 375 +1,800 1551.72% Q3 2026 Oct 13, 2026
Cornell Pochily Investment Advisors, Inc. History No change 1,998 570 0.15% 0.15% 376 0 0.0% Q2 2026 Jul 15, 2026
True Link Financial Advisors, LLC History No change 1,987 567 0.03% 0.03% 377 0 0.0% Q2 2026 Jul 31, 2026
Coastal Bridge Advisors, LLC History No change 1,958 559 0.03% 0.03% 378 0 0.0% Q2 2026 Aug 17, 2026
Rosenberg Matthew Hamilton History No change 1,862 558 0.1% 0.1% 379 0 0.0% Q3 2026 Oct 05, 2026
Rise Advisors, LLC History No change 1,956 558 0.16% 0.16% 380 0 0.0% Q2 2026 Jul 10, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 1,840 552 0.39% 0.36% 381 0 0.0% Q3 2026 Oct 09, 2026
Baird Financial Group, Inc. History No change 1,922 548 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History No change 1,918 547 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 06, 2026
Rothschild Wealth LLC History No change 1,918 547 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 11, 2026
Choate Investment Advisors History No change 1,895 541 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 11, 2026
Galvin, Gaustad & Stein, LLC History Reduced 1,775 532 0.04% 0.04% 386 -34 -1.88% Q3 2026 Oct 08, 2026
NWF Advisory Services Inc. History No change 1,862 531 0.05% 0.05% 387 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 1,852 528 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 23, 2026
Diversified Trust Co History No change 1,820 520 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 17, 2026
LEIGH BALDWIN & CO., LLC History No change 1,814 517 0.28% 0.28% 390 0 0.0% Q2 2026 Aug 13, 2026
Willis Johnson & Associates, Inc. History No change 1,811 517 0.03% 0.03% 391 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Added to 1,720 516 0.01% 0.01% 392 +550 47.01% Q3 2026 Oct 08, 2026
Ausdal Financial Partners, Inc. History No change 1,784 509 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 1,777 507 0.08% 0.08% 394 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 1,778 507 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 31, 2026
Pasadena Private Wealth, LLC History No change 1,770 505 0.06% 0.06% 396 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Family Advisors, LLC History No change 1,746 498 0.21% 0.21% 397 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 1,742 497 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 04, 2026
SWMG, LLC History No change 1,766 494 0.12% 0.12% 399 0 0.0% Q2 2026 Jul 15, 2026
Sowell Financial Services LLC History No change 1,723 492 0.02% 0.02% 400 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Advisors, LLC History No change 1,713 489 0.03% 0.03% 401 0 0.0% Q2 2026 Aug 11, 2026
Selective Wealth Management, Inc. History No change 1,801 486 0.13% 0.13% 402 0 0.0% Q2 2026 Jul 20, 2026
Centurion Wealth Management LLC History Added to 1,618 485 0.12% 0.11% 403 +4 0.25% Q3 2026 Oct 13, 2026
Investmark Advisory Group LLC History No change 1,697 484 0.18% 0.18% 404 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,717 480 0.03% 0.03% 405 0 0.0% Q2 2026 Jul 22, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 1,679 479 0.17% 0.17% 406 0 0.0% Q2 2026 Aug 03, 2026
Lineweaver Wealth Advisors, LLC History Added to 1,577 473 0.05% 0.05% 407 +18 1.15% Q3 2026 Oct 13, 2026
TOWER TRUST & INVESTMENT Co History No change 1,657 473 0.29% 0.29% 408 0 0.0% Q2 2026 Jul 09, 2026
Monte Financial Group, LLC History No change 1,747 471 0.15% 0.15% 409 0 0.0% Q2 2026 Aug 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History Added to 1,549 464 0.04% 0.04% 410 +4 0.26% Q3 2026 Oct 13, 2026
SpringVest Wealth Management LLC History No change 1,600 456 0.29% 0.29% 411 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD SECURITIES, INC. History No change 1,576 450 0.03% 0.03% 412 0 0.0% Q2 2026 Jul 15, 2026
CAPITAL ADVISORS INC/OK History No change 1,571 448 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 22, 2026
WBH ADVISORY INC History No change 1,570 448 0.03% 0.03% 414 0 0.0% Q2 2026 Aug 05, 2026
Rollins Financial Advisors, LLC History No change 1,566 447 0.06% 0.06% 415 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 1,562 446 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,560 445 0.02% 0.02% 417 0 0.0% Q2 2026 Jul 24, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 1,561 445 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,552 443 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 28, 2026
GREENLEAF TRUST History No change 1,529 436 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 21, 2026
KWMG, LLC History Added to 1,448 434 0.03% 0.03% 421 +163 12.68% Q3 2026 Oct 07, 2026
Strengthening Families & Communities, LLC History No change 1,520 434 0.1% 0.1% 422 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 1,519 433 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 1,509 430 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 1,498 428 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Piscataqua Savings Bank History No change 1,473 420 0.28% 0.28% 426 0 0.0% Q2 2026 Jul 09, 2026
PFG Investments, LLC History No change 1,471 420 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 23, 2026
Pathway Financial Advisers, LLC History No change 1,444 412 0.1% 0.1% 428 0 0.0% Q2 2026 Jul 30, 2026
FIRST FOUNDATION ADVISORS History No change 1,440 411 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 14, 2026
BARLOW WEALTH PARTNERS, LLC History No change 1,492 411 0.04% 0.04% 430 0 0.0% Q2 2026 Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,426 407 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 1,426 407 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 1,425 406 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 13, 2026
Frank, Rimerman Advisors LLC History No change 1,420 405 0.02% 0.02% 434 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 1,408 402 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 13, 2026
Talon Private Wealth, LLC History No change 1,407 401 0.05% 0.05% 436 0 0.0% Q2 2026 Sep 11, 2026
AlphaCore Capital LLC History No change 1,398 399 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 06, 2026
Roundview Capital LLC History No change 1,363 389 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Wealth Group, LLC History No change 1,341 382 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 1,339 382 0.05% 0.05% 440 0 0.0% Q2 2026 Jul 14, 2026
Krilogy Financial LLC History No change 1,260 380 0.01% 0.01% 441 0 0.0% Q3 2026 Oct 13, 2026
MONECO ADVISORS, LLC History No change 1,317 376 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 11, 2026
AIMZ Investment Advisors, LLC History No change 1,314 375 0.1% 0.1% 443 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 1,314 375 0.08% 0.08% 444 0 0.0% Q2 2026 Aug 03, 2026
RM Financial Services, LLC History No change 1,301 371 0.28% 0.28% 445 0 0.0% Q2 2026 Aug 04, 2026
GGM Financial LLC History No change 1,299 370 0.14% 0.14% 446 0 0.0% Q2 2026 Jul 23, 2026
Ipsen Advisor Group LLC History No change 1,283 366 0.24% 0.24% 447 0 0.0% Q2 2026 Jul 29, 2026
Facet Wealth, Inc. History No change 1,280 365 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 1,273 363 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 1,266 361 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 06, 2026
Veltria Advisors Corp. History No change 1,266 361 0.55% 0.55% 451 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,264 360 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 1,261 360 0.07% 0.07% 453 0 0.0% Q2 2026 Jul 10, 2026
RVW Wealth, LLC History No change 1,199 359 0.02% 0.02% 454 0 0.0% Q3 2026 Oct 06, 2026
AssuredPartners Investment Advisors, LLC History No change 1,258 359 0.03% 0.03% 455 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,238 353 0.02% 0.02% 456 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 1,236 352 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 1,232 351 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 23, 2026
Empower Advisory Group, LLC History No change 1,203 343 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 12, 2026
MY Wealth Management Inc. History No change 1,195 341 0.24% 0.24% 460 0 0.0% Q2 2026 Aug 07, 2026
Strategic Point Investment Advisors, LLC History No change 1,190 339 0.04% 0.04% 461 0 0.0% Q2 2026 Jul 08, 2026
McGlone Suttner Wealth Management, Inc. History Added to 1,101 330 0.04% 0.03% 463 +67 6.48% Q3 2026 Oct 13, 2026
Concord Wealth Partners History No change 1,157 330 0.04% 0.04% 462 0 0.0% Q2 2026 Jul 27, 2026
Panoramic Capital Partners, LLC History No change 1,149 328 0.16% 0.16% 464 0 0.0% Q2 2026 Aug 07, 2026
Fulcrum Equity Management History No change 1,147 327 0.24% 0.24% 465 0 0.0% Q2 2026 Jul 09, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 1,136 324 0.04% 0.04% 466 0 0.0% Q2 2026 Jul 22, 2026
Verdence Capital Advisors LLC History No change 1,116 318 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 29, 2026
GeoWealth Management, LLC History No change 1,112 317 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 30, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 1,045 313 0.07% 0.07% 469 0 0.0% Q3 2026 Oct 06, 2026
Strategic Investment Advisors / MI History No change 1,089 310 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,079 308 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,077 307 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 31, 2026
Michels Family Financial, LLC History No change 1,078 307 0.2% 0.2% 473 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,060 302 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 29, 2026
FSA Advisors, Inc. History No change 1,059 302 0.14% 0.14% 475 0 0.0% Q2 2026 Aug 17, 2026
TSA Wealth Managment LLC History No change 1,058 302 0.09% 0.09% 476 0 0.0% Q2 2026 Aug 03, 2026
Riggs Asset Managment Co. Inc. History No change 1,042 297 0.05% 0.05% 477 0 0.0% Q2 2026 Jul 29, 2026
StoneX Group Inc. History No change 1,036 295 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 12, 2026
Financial Council, LLC History No change 1,036 295 0.1% 0.1% 479 0 0.0% Q2 2026 Aug 04, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,028 293 0.02% 0.02% 480 0 0.0% Q2 2026 Jul 20, 2026
Horst & Graben Wealth Management LLC History No change 1,037 290 0.04% 0.04% 481 0 0.0% Q2 2026 Jul 22, 2026
Bravias Capital Group, LLC History No change 1,014 289 0.17% 0.17% 482 0 0.0% Q2 2026 Jul 30, 2026
Lodestone Wealth Management LLC History No change 997 284 0.1% 0.1% 483 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 993 283 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 20, 2026
Amplius Wealth Advisors, LLC History No change 983 280 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 17, 2026
VestGen Advisors, LLC History No change 981 280 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 11, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 977 279 0.04% 0.04% 487 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 925 277 0.01% 0.01% 488 +40 4.52% Q3 2026 Oct 07, 2026
Perigon Wealth Management, LLC History No change 968 276 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 07, 2026
Trust Point Inc. History No change 990 275 0.02% 0.02% 490 0 0.0% Q2 2026 Jul 08, 2026
Elk River Wealth Management LLC History No change 966 275 0.04% 0.04% 491 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 950 265 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 913 260 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 17, 2026
Main Street Financial Solutions, LLC History No change 912 260 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 07, 2026
M3 Advisory Group, LLC History No change 910 259 0.13% 0.13% 495 0 0.0% Q2 2026 Jul 24, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 906 258 0.12% 0.12% 496 0 0.0% Q2 2026 Aug 05, 2026
Daviman Financial, LLC History No change 906 258 0.14% 0.14% 497 0 0.0% Q2 2026 Jul 24, 2026
Alpha Financial Advisors, LLC History No change 894 255 0.07% 0.07% 498 0 0.0% Q2 2026 Aug 13, 2026
Chaney Capital Management, Inc. History No change 893 255 0.08% 0.08% 499 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 890 254 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 874 249 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 28, 2026
IFC & Insurance Marketing, Inc. History No change 873 249 0.22% 0.22% 502 0 0.0% Q2 2026 Jul 09, 2026
Obermeyer Wealth Partners History No change 866 247 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 29, 2026
Thrive Capital Management, LLC History No change 867 247 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 05, 2026
REGIONS FINANCIAL CORP History No change 863 246 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 10, 2026
Keystone Wealth Services, LLC History No change 864 246 0.05% 0.05% 506 0 0.0% Q2 2026 Aug 05, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 861 245 0.01% 0.01% 507 0 0.0% Q2 2026 Sep 11, 2026
Applied Capital LLC History No change 856 244 0.08% 0.08% 508 0 0.0% Q2 2026 Jul 21, 2026
Eldridge Investment Advisors, Inc. History No change 854 243 0.05% 0.05% 509 0 0.0% Q2 2026 Aug 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 849 242 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 10, 2026
Summit Place Financial Advisors, LLC History No change 850 242 0.11% 0.11% 511 0 0.0% Q2 2026 Jul 29, 2026
Soundwatch Capital LLC History No change 841 240 0.03% 0.03% 512 0 0.0% Q2 2026 Aug 13, 2026
Dakota Community Bank & Trust NA History No change 800 240 0.69% 0.71% 513 0 0.0% Q3 2026 Oct 09, 2026
HAZLETT, BURT & WATSON, INC. History No change 837 239 0.06% 0.06% 514 0 0.0% Q2 2026 Jul 30, 2026
Walkner Condon Financial Advisors LLC History No change 839 239 0.03% 0.03% 515 0 0.0% Q2 2026 Jul 27, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 836 238 0.05% 0.05% 516 0 0.0% Q2 2026 Jul 07, 2026
IEQ CAPITAL, LLC History No change 827 236 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 11, 2026
Guild Investment Management, Inc. History No change 825 235 0.16% 0.16% 518 0 0.0% Q2 2026 Jul 28, 2026
HHM Wealth Advisors, LLC History No change 810 231 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 13, 2026
Stone House Investment Management, LLC History No change 801 228 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 05, 2026
Endowment Wealth Management, Inc. History No change 801 228 0.09% 0.09% 521 0 0.0% Q2 2026 Aug 05, 2026
ROMAN BUTLER FULLERTON & CO History No change 815 225 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 06, 2026
Sugar Maple Asset Management, LLC History No change 750 225 0.13% 0.14% 523 0 0.0% Q3 2026 Oct 13, 2026
Anchor Bay Capital, Inc. History No change 784 225 0.12% 0.12% 524 0 0.0% Q2 2026 Aug 11, 2026
Able Wealth Management LLC History New 723 222 0.05% — 526 +723 New Q3 2026 Oct 13, 2026
Peak Financial Management, Inc. History No change 777 222 0.05% 0.05% 525 0 0.0% Q2 2026 Jul 20, 2026
Independent Advisor Alliance History No change 777 221 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History No change 735 220 0.01% 0.01% 528 0 0.0% Q3 2026 Oct 08, 2026
Legacy Edge Advisors, LLC History No change 773 220 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 11, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 771 220 0.09% 0.09% 530 0 0.0% Q2 2026 Jul 24, 2026
Indivisible Partners History No change 767 219 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 04, 2026
LEGACY SOLUTIONS, LLC History New 727 218 0.17% — 532 +727 New Q3 2026 Oct 07, 2026
BOK Financial Private Wealth, Inc. History No change 760 216 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 07, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 752 214 0.03% 0.03% 534 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 750 214 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 23, 2026
Mascoma Wealth Management LLC History No change 750 214 0.04% 0.04% 536 0 0.0% Q2 2026 Jul 24, 2026
Bay Rivers Group History No change 750 214 0.07% 0.07% 537 0 0.0% Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 744 213 0.03% 0.03% 538 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Financial Services, LLC History No change 744 212 0.03% 0.03% 539 0 0.0% Q2 2026 Jul 15, 2026
Investor's Fiduciary Advisor Network, LLC History No change 745 212 0.07% 0.07% 540 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 738 210 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 11, 2026
Ballast Rock Private Wealth LLC History No change 737 210 0.1% 0.1% 542 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 732 209 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 04, 2026
Clark Capital Management Group, Inc. History No change 727 207 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 11, 2026
Rede Wealth, LLC History No change 726 207 0.07% 0.07% 545 0 0.0% Q2 2026 Aug 03, 2026
Evolution Wealth Advisors, LLC History No change 705 201 0.02% 0.02% 546 0 0.0% Q2 2026 Jul 29, 2026
Royal Fund Management, LLC History No change 705 201 0.02% 0.02% 547 0 0.0% Q2 2026 Jul 20, 2026
Kingsbury Capital Investment Advisors LLC History No change 705 201 0.17% 0.17% 548 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 705 201 0.17% 0.17% 549 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 696 199 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 690 197 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 13, 2026
Peak Retirement Planning, Inc. History No change 676 193 0.03% 0.03% 552 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 671 191 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 648 185 0.02% 0.02% 554 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Financial Management LLC History No change 643 183 0.15% 0.15% 555 0 0.0% Q2 2026 Aug 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 609 173 0.02% 0.02% 556 0 0.0% Q2 2026 Jul 13, 2026
Main Street Group, LTD History No change 606 172 0.04% 0.04% 557 0 0.0% Q2 2026 Jul 13, 2026
WELLINGTON-ALTUS USA INC. History No change 819 170 0.12% 0.12% 558 0 0.0% Q2 2026 Sep 17, 2026
New England Capital Financial Advisors LLC History No change 545 155 0.04% 0.04% 559 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 537 153 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 534 152 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 545 151 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 508 145 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 04, 2026
COUNTRY TRUST BANK History No change 500 142 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 15, 2026
LifeSteps Financial, Inc. History No change 486 138 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 17, 2026
High Note Wealth, LLC History No change 450 128 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 438 125 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 438 125 0.07% 0.07% 568 0 0.0% Q2 2026 Aug 13, 2026
Merrithew & Thorsten Inc History No change 402 114 0.1% 0.1% 569 0 0.0% Q2 2026 Jul 31, 2026
DEUTSCHE BANK AG\ History No change 355 101 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 07, 2026
HM PAYSON & CO History No change 344 98 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 17, 2026
Caldwell Trust Co History No change 346 98 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 345 98 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 340 97 0.04% 0.04% 574 0 0.0% Q2 2026 Aug 07, 2026
Graney & King, LLC History No change 521 96 0.03% 0.03% 575 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 335 95 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 14, 2026
Barnes Dennig Private Wealth Management LLC History No change 317 90 0.07% 0.07% 577 0 0.0% Q2 2026 Jul 15, 2026
Caitlin John, LLC History No change 310 88 0.05% 0.05% 578 0 0.0% Q2 2026 Aug 17, 2026
WHITTIER TRUST CO History No change 312 86 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 300 85 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 300 85 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 274 78 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 268 76 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 265 75 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 262 74 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 21, 2026
Glass Jacobson Investment Advisors llc History No change 262 74 0.02% 0.02% 586 0 0.0% Q2 2026 Jul 30, 2026
MidFirst Bank History No change 260 74 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 245 70 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 239 66 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 230 65 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 230 65 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 06, 2026
Holos Integrated Wealth LLC History No change 240 65 0.03% 0.03% 592 0 0.0% Q2 2026 Jul 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 224 63 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 217 62 0.04% 0.04% 594 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 216 61 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 13, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 210 60 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 210 59 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 206 58 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 22, 2026
Plante Moran Financial Advisors, LLC History No change 200 57 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 06, 2026
Signature Resources Capital Management, LLC History No change 201 57 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 178 50 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 173 49 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 166 47 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 07, 2026
SOA Wealth Advisors, LLC. History No change 159 45 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 21, 2026
Financial Network Wealth Advisors LLC History No change 143 40 0.04% 0.04% 605 0 0.0% Q2 2026 Jul 29, 2026
HighMark Wealth Management LLC History No change 138 39 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 139 39 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 133 37 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 133 37 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 07, 2026
Financial Life Planners History No change 114 32 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History No change 106 31 0.02% 0.02% 611 0 0.0% Q3 2026 Oct 01, 2026
Godfrey Financial Associates, Inc. History No change 108 30 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History No change 100 28 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF VERMONT History No change 100 28 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Advisors History No change 100 28 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 14, 2026
BARRETT & COMPANY, INC. History No change 96 27 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 89 25 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 14, 2026
Pillar Financial Advisors, LLC History No change 89 25 0.01% 0.01% 618 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 81 23 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History No change 77 21 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 77 21 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 31, 2026
Operose Advisors LLC History No change 77 21 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, Inc History No change 73 20 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 27, 2026
Kilter Group LLC History No change 65 18 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 60 17 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 16, 2026
Gen-Wealth Partners Inc History No change 57 16 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 54 15 0.0% 0.0% 627 0 0.0% Q2 2026 Sep 02, 2026
HOEY INVESTMENTS, INC History No change 56 15 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 27, 2026
CKW FINANCIAL GROUP History No change 50 14 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 51 14 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 52 14 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 03, 2026
JNBA Financial Advisors History No change 49 13 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 23, 2026
Morton Brown Family Wealth, LLC History No change 45 12 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 21, 2026
DecisionPoint Financial, LLC History No change 46 12 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 39 11 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Bancorp, Inc. History No change 36 10 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 28, 2026
GK Wealth Management LLC History New 33 9 0.01% — 640 +33 New Q3 2026 Oct 09, 2026
BESSEMER GROUP INC History No change 30 9 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 35 9 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 32 9 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 13, 2026
Tower View Wealth Management LLC History No change 30 8 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 24, 2026
Triumph Capital Management History No change 30 8 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 20, 2026
WOLFF WIESE MAGANA LLC History No change 29 8 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 13, 2026
PFS Partners, LLC History No change 31 8 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 20, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 26 7 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
Strategic Advocates LLC History No change 25 7 0.03% 0.03% 646 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 23 6 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 20 5 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 10, 2026
Princeton Global Asset Management LLC History No change 18 5 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 16, 2026
Napier Financial, LLC History No change 19 5 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 31, 2026
Rydar Equities, Inc. History New 16 4 0.0% — 654 +16 New Q3 2026 Oct 13, 2026
EverSource Wealth Advisors, LLC History No change 17 4 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 17 4 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 11, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 16 4 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 05, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 10 3 0.0% — 657 +10 New Q3 2026 Oct 13, 2026
Tidemark, LLC History No change 14 3 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 10, 2026
BIRCHBROOK, INC. History No change 14 3 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 08, 2026
ST GERMAIN D J CO INC History No change 8 2 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 8 2 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 9 2 0.0% 0.0% 660 0 0.0% Q3 2026 Oct 09, 2026
Vision Retirement, LLC History No change 10 2 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 4 1 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -410 -100.0% Q3 2026 Oct 13, 2026
Sarver Vrooman Wealth Advisors History Closed out 0 0 — 0.01% — -32 -100.0% Q3 2026 Oct 01, 2026
Founders Capital Management History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Oct 13, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 02, 2026
Financial Gravity Companies, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Midwest Capital Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 28, 2026