FIRST TRUST EXCHANGE-TRADED FUND II - GRID

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
MORGAN STANLEY History Added to 3,760,565 721,088 0.04% 0.03% 1 +515,334 15.88% Q2 2026 Aug 13, 2026
LPL Financial LLC History Added to 2,679,859 513,862 0.12% 0.09% 2 +541,127 25.3% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,429,772 465,908 0.03% 0.03% 3 +308,188 14.53% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 1,977,757 379,234 0.05% 0.04% 4 +357,230 22.04% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Added to 1,750,214 335,603 0.05% 0.04% 5 +442,158 33.8% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,298,789 249,042 0.07% 0.05% 6 +336,375 34.95% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 1,164,931 224,926 0.05% 0.03% 7 +311,245 36.46% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History Added to 809,658 155,251 0.85% 0.05% 8 +755,358 1391.08% Q2 2026 Aug 13, 2026
Clal Insurance Enterprises Holdings Ltd History New 752,000 144,197 0.65% — 9 +752,000 New Q2 2026 Aug 13, 2026
Cetera Investment Advisers History Added to 750,476 143,903 0.13% 0.1% 10 +182,419 32.11% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History Added to 560,280 107,435 0.02% 0.01% 11 +119,162 27.01% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 430,096 82,470 0.02% 0.02% 12 +45,609 11.86% Q2 2026 Sep 23, 2026
FIL Ltd History Added to 419,130 80,368 0.06% 0.04% 13 +115,248 37.93% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Added to 412,623 79,157 0.09% 0.06% 14 +166,454 67.62% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 393,151 75,387 0.17% 0.14% 15 +53,147 15.63% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History Added to 389,588 74,703 0.07% 0.06% 16 +64,458 19.83% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 386,989 74,205 0.04% 0.02% 17 +168,880 77.43% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History Added to 339,050 65,032 0.05% 0.04% 18 +62,080 22.41% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 349,709 64,734 0.03% 0.02% 19 +145,801 71.5% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 316,289 60,648 0.08% 0.08% 20 -44,131 -12.24% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History Added to 290,878 55,775 0.11% 0.09% 21 +101,605 53.68% Q2 2026 Aug 07, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 270,550 51,877 3.71% 3.71% 22 -9,602 -3.43% Q2 2026 Jul 16, 2026
Treasurer of the State of North Carolina History New 259,526 49,764 0.13% — 23 +259,526 New Q2 2026 Aug 14, 2026
Atria Investments, Inc History Added to 249,265 47,796 0.48% 0.36% 24 +51,438 26.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History Added to 238,510 45,734 0.72% 0.68% 25 +9,676 4.23% Q2 2026 Aug 07, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 234,602 44,984 0.3% 0.38% 26 +23,262 11.01% Q2 2026 Jul 20, 2026
JANE STREET GROUP, LLC History Added to 225,107 43,164 0.0% 0.0% 27 +113,585 101.85% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 216,629 41,538 0.13% 0.1% 28 +56,579 35.35% Q2 2026 Jul 28, 2026
Arlington Financial Advisors, LLC History Reduced 206,718 39,638 5.03% 4.93% 29 -4,773 -2.26% Q2 2026 Jul 22, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 198,000 37,966 5.0% 4.1% 30 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History Added to 192,399 36,892 0.01% 0.01% 31 +29,814 18.34% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History Added to 152,861 28,793 0.0% 0.0% 32 +55,110 56.38% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 146,059 28,006 0.04% 0.04% 33 +6,033 4.31% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History Added to 139,438 26,737 1.32% 1.18% 34 +7,360 5.57% Q2 2026 Jul 24, 2026
OLD MISSION CAPITAL LLC History Added to 134,553 25,800 0.41% 0.12% 35 +86,937 182.58% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History Added to 132,622 25,430 0.05% 0.05% 36 +20,553 18.34% Q2 2026 Aug 05, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 131,570 25,228 0.33% 0.28% 37 +11,437 9.52% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History New 120,136 23,036 0.0% — 38 +120,136 New Q2 2026 Aug 14, 2026
Presidio Capital Management, LLC History Added to 116,384 22,316 5.58% 4.7% 39 +17,445 17.63% Q2 2026 Jul 14, 2026
Private Advisor Group, LLC History Reduced 114,667 21,987 0.1% 0.09% 40 -3,524 -2.98% Q2 2026 Jul 27, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 111,625 21,488 0.88% 1.2% 41 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History Added to 109,563 21,008 0.03% 0.02% 42 +9,354 9.33% Q2 2026 Jul 28, 2026
MACKENZIE FINANCIAL CORP History New 101,900 19,539 0.02% — 43 +101,900 New Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History New 100,495 19,251 0.01% — 44 +100,495 New Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History Added to 97,712 18,736 0.11% 0.07% 45 +24,238 32.99% Q2 2026 Aug 17, 2026
Legacy Edge Advisors, LLC History Reduced 94,818 18,181 1.67% 1.65% 46 -971 -1.01% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History Added to 94,748 18,167 0.05% 0.03% 47 +47,485 100.47% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 94,143 18,051 1.1% 0.02% 48 +92,101 4510.33% Q2 2026 Jul 13, 2026
CacheTech Inc. History Reduced 93,509 17,930 2.9% 3.09% 49 -4,515 -4.61% Q2 2026 Aug 11, 2026
Adams Wealth Management History Reduced 87,135 16,708 3.2% 3.33% 50 -5,501 -5.94% Q2 2026 Aug 10, 2026
VAN ECK ASSOCIATES CORP History Reduced 87,050 16,691 0.01% 0.02% 51 -79,058 -47.59% Q2 2026 Aug 14, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 86,788 16,641 0.52% 1.29% 52 -130,987 -60.15% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History Added to 85,108 16,319 0.84% 0.75% 53 +5,662 7.13% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History Added to 84,636 16,228 0.08% 0.06% 54 +16,922 24.99% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History Added to 83,910 16,089 0.38% 0.35% 55 +2,745 3.38% Q2 2026 Aug 13, 2026
360 Financial, Inc. History New 80,992 15,530 3.94% — 56 +80,992 New Q2 2026 Aug 11, 2026
BFI Infinity Ltd. History Added to 76,586 14,685 4.36% 6.28% 57 +3,326 4.54% Q2 2026 Jul 10, 2026
Prime Capital Investment Advisors, LLC History Added to 75,474 14,472 0.14% 0.12% 58 +11,525 18.02% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History Added to 72,417 13,885 0.9% 0.91% 59 +88 0.12% Q2 2026 Jul 08, 2026
Maniro Ltd History Added to 71,067 13,627 3.06% 2.01% 60 +30,464 75.03% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History New 70,876 13,590 1.73% — 61 +70,876 New Q2 2026 Jul 30, 2026
Modern Wealth Management, LLC History Added to 70,671 13,551 0.16% 0.17% 62 +10,205 16.88% Q2 2026 Aug 13, 2026
WESPAC Advisors SoCal, LLC History Added to 70,308 13,481 2.41% 2.34% 63 +3,159 4.7% Q2 2026 Jul 16, 2026
Baird Financial Group, Inc. History Added to 69,831 13,390 0.02% 0.02% 64 +5,071 7.83% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History Added to 68,169 13,071 0.02% 0.01% 65 +22,590 49.56% Q2 2026 Aug 13, 2026
SEARCY FINANCIAL SERVICES INC /ADV History New 68,051 13,048 4.38% — 66 +68,051 New Q2 2026 Jul 17, 2026
ASSETMARK, INC History Added to 67,171 12,879 0.02% 0.02% 67 +6,574 10.85% Q2 2026 Jul 30, 2026
Hobart Private Capital, LLC History New 65,232 12,508 2.15% — 68 +65,232 New Q2 2026 Jul 06, 2026
Black Swift Group, LLC History Added to 65,022 12,467 1.8% 1.85% 69 +310 0.48% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History Added to 63,610 12,197 0.07% 0.06% 70 +7,155 12.67% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History Added to 61,307 11,755 0.04% 0.03% 71 +3,101 5.33% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 60,455 11,592 0.05% — 72 +60,455 New Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History Added to 59,089 11,329 0.77% 0.62% 73 +1,918 3.35% Q2 2026 Jul 20, 2026
Crumly & Associates Inc. History Added to 58,095 11,139 2.13% 1.61% 74 +11,120 23.67% Q2 2026 Jul 08, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 55,589 10,659 5.96% 5.75% 75 +2,937 5.58% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History Added to 54,576 10,465 0.07% 0.07% 76 +2,126 4.05% Q2 2026 Jul 20, 2026
Ameliora Wealth Management Ltd. History Added to 53,168 10,194 3.03% 2.32% 77 +8,648 19.42% Q2 2026 Jul 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 52,020 9,974 0.07% 0.01% 78 +46,686 875.25% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History Added to 51,767 9,926 0.12% 0.1% 79 +6,767 15.04% Q2 2026 Aug 18, 2026
Wealthcare Advisory Partners LLC History Added to 49,996 9,586 0.18% 0.15% 80 +1,601 3.31% Q2 2026 Jul 09, 2026
PECAUT & CO. History Reduced 49,362 9,465 2.88% 2.65% 81 -600 -1.2% Q2 2026 Aug 03, 2026
PFG Investments, LLC History Added to 49,150 9,424 0.37% 0.37% 82 +708 1.46% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 47,918 9,188 0.12% 0.12% 83 +1,479 3.18% Q2 2026 Aug 12, 2026
Arax Advisory Partners History Added to 47,723 9,150 0.06% 0.12% 84 +22,637 90.24% Q2 2026 Aug 10, 2026
Richard P Slaughter Associates Inc History Reduced 47,603 9,127 1.79% 1.71% 85 -757 -1.57% Q2 2026 Jul 13, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 47,039 9,019 2.42% 2.45% 86 -378 -0.8% Q2 2026 Jul 09, 2026
Alaska Permanent Capital Management, LLC History Reduced 46,566 8,898 0.58% 0.63% 87 -8,275 -15.09% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History Added to 46,312 8,889 0.13% 0.05% 88 +28,240 156.26% Q2 2026 Jul 15, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History New 45,979 8,816 1.16% — 89 +45,979 New Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 44,708 8,572 0.35% 0.24% 90 +13,398 42.79% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History Added to 44,692 8,569 0.07% 0.07% 91 +5,230 13.25% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History Added to 44,008 8,438 0.29% 0.27% 92 +624 1.44% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 43,995 8,435 0.09% 0.05% 93 +21,121 92.34% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History Added to 43,174 8,278 0.09% 0.08% 94 +1,774 4.29% Q2 2026 Aug 03, 2026
Rathbones Group PLC History Added to 42,600 8,168 0.03% 0.02% 95 +7,997 23.11% Q2 2026 Jul 23, 2026
Bank of New York Mellon Corp History Reduced 42,308 8,112 0.0% 0.0% 96 -711 -1.65% Q2 2026 Aug 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 41,257 7,911 0.88% 0.41% 97 +20,608 99.8% Q2 2026 Jul 09, 2026
MAI Capital Management History Added to 41,162 7,892 0.03% 0.03% 98 +3,393 8.98% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History Added to 40,975 7,856 1.56% 1.44% 99 +2,705 7.07% Q2 2026 Jul 24, 2026
KPP Advisory Services LLC History Added to 40,730 7,809 0.99% 0.83% 100 +5,922 17.01% Q2 2026 Jul 24, 2026
CITADEL ADVISORS LLC History Reduced 40,400 7,746 0.0% 0.0% 101 -28,094 -41.02% Q2 2026 Sep 02, 2026
HMS Capital Management, LLC History Reduced 39,884 7,647 2.86% 2.56% 102 -587 -1.45% Q2 2026 Jul 21, 2026
Clear Creek Financial Management, LLC History Added to 39,489 7,571 0.49% 0.25% 103 +19,912 101.71% Q2 2026 Jul 27, 2026
Waycross Investment Management Co History Added to 39,455 7,565 5.76% 5.41% 104 +4,822 13.92% Q2 2026 Jul 14, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 39,224 7,521 5.39% 3.44% 105 +9,896 33.74% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History Added to 38,943 7,467 0.08% 0.05% 106 +12,880 49.42% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 38,923 7,464 0.01% 0.01% 107 +4,344 12.56% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 37,976 7,310 0.9% 1.23% 108 0 0.0% Q2 2026 Aug 05, 2026
HBW ADVISORY SERVICES LLC History Added to 37,812 7,250 0.66% 0.54% 109 +6,418 20.44% Q2 2026 Jul 16, 2026
Csenge Advisory Group History Added to 37,674 7,223 0.29% 0.1% 110 +23,980 175.11% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History Added to 36,379 6,975 0.04% 0.04% 111 +2,113 6.17% Q2 2026 Aug 14, 2026
MANCHESTER FINANCIAL INC History Reduced 36,132 6,928 1.23% 1.22% 112 -2,836 -7.28% Q2 2026 Jul 17, 2026
&PARTNERS History Added to 35,499 6,840 0.03% 0.02% 113 +8,483 31.4% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History Added to 35,350 6,778 0.61% 0.18% 114 +29,181 473.03% Q2 2026 Aug 06, 2026
Ferguson Shapiro LLC History Reduced 35,150 6,740 1.97% 1.85% 115 -1,926 -5.19% Q2 2026 Jul 09, 2026
WPG Advisers, LLC History Added to 34,005 6,520 3.83% 3.57% 116 +4,357 14.7% Q2 2026 Aug 05, 2026
PCG Wealth Advisors, LLC History Reduced 33,940 6,508 1.45% 1.5% 117 -2,316 -6.39% Q2 2026 Aug 03, 2026
Private Wealth Advisors, LLC History Added to 33,567 6,436 1.65% 0.63% 118 +19,908 145.75% Q2 2026 Aug 06, 2026
SageGuard Financial Group, LLC History Added to 33,161 6,358 0.89% 0.42% 119 +16,470 98.68% Q2 2026 Jul 27, 2026
Gaddis Premier Wealth Advisors LLC History Added to 32,422 6,216 3.78% 3.72% 120 +1,541 4.99% Q2 2026 Aug 04, 2026
ABLE Financial Group, LLC History Added to 31,541 6,047 1.01% 0.94% 121 +2,216 7.56% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 31,347 6,010 0.11% 0.1% 122 +3,021 10.67% Q2 2026 Jul 15, 2026
WCG Wealth Advisors LLC History Reduced 31,171 5,977 0.14% 0.25% 123 -22,750 -42.19% Q2 2026 Aug 14, 2026
Graney & King, LLC History Added to 30,864 5,918 2.13% 2.52% 124 +2,288 8.01% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History Added to 30,846 5,915 0.15% 0.11% 125 +6,913 28.88% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History Added to 30,669 5,880 0.03% 0.03% 126 +926 3.11% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 31,002 5,803 0.35% 0.3% 127 +5,529 21.71% Q2 2026 Jul 22, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History Added to 29,720 5,698 3.2% 2.86% 128 +2,507 9.21% Q2 2026 Jul 23, 2026
N.E.W. Advisory Services LLC History Added to 29,643 5,684 0.38% 0.32% 129 +3,141 11.85% Q2 2026 Aug 06, 2026
Eagle Strategies LLC History Added to 29,445 5,646 0.56% 0.56% 130 +928 3.25% Q2 2026 Jul 21, 2026
KICKSTAND VENTURES, LLC. History Reduced 29,197 5,598 1.02% 1.11% 131 -2,940 -9.15% Q2 2026 Jul 30, 2026
Redhawk Wealth Advisors, Inc. History Added to 28,762 5,515 0.54% 0.41% 132 +5,856 25.57% Q2 2026 Jul 09, 2026
Norris Financial Group, LLC History Added to 28,249 5,416 2.16% 1.22% 133 +5,486 24.1% Q2 2026 Aug 05, 2026
Merit Financial Group, LLC History Added to 27,953 5,360 0.03% 0.02% 134 +7,913 39.49% Q2 2026 Jul 20, 2026
Sigma Planning Corp History Added to 27,664 5,304 0.13% 0.1% 135 +4,906 21.56% Q2 2026 Aug 07, 2026
TCFG Investment Advisors, LLC History Added to 27,410 5,255 1.77% 1.55% 136 +2,059 8.12% Q2 2026 Jul 17, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History Added to 26,858 5,150 2.42% 0.93% 137 +16,072 149.01% Q2 2026 Jul 21, 2026
Owen LaRue, LLC History Added to 26,584 5,097 1.77% 1.64% 138 +505 1.94% Q2 2026 Jul 22, 2026
Mesirow Financial Investment Management, Inc. History Added to 25,991 4,985 0.08% 0.04% 139 +10,022 62.76% Q2 2026 Jul 22, 2026
Oxford Wealth Group, LLC History Added to 25,848 4,956 2.22% 2.05% 140 +2,907 12.67% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History Added to 25,801 4,947 0.16% 0.12% 141 +5,669 28.16% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History Added to 25,582 4,905 0.02% 0.01% 142 +8,670 51.27% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History Added to 25,548 4,898 0.09% 0.08% 143 +2,773 12.18% Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 25,303 4,851 0.01% 0.01% 144 -5,766 -18.56% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History Reduced 25,386 4,849 0.99% 1.02% 145 -10,251 -28.77% Q2 2026 Aug 07, 2026
BIP Wealth, LLC History Added to 24,847 4,764 0.14% 0.15% 146 +1,963 8.58% Q2 2026 Aug 03, 2026
Hamilton Wealth, LLC History New 24,843 4,763 0.87% — 147 +24,843 New Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History Added to 24,816 4,758 0.08% 0.08% 148 +1,662 7.18% Q2 2026 Jul 31, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 25,078 4,749 0.03% 0.03% 149 +3,213 14.69% Q2 2026 Aug 10, 2026
Arch Global Advisors, LLC History Added to 24,504 4,698 2.08% 2.01% 150 +946 4.02% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History Added to 24,340 4,667 0.04% 0.04% 151 +1,490 6.52% Q2 2026 Jul 24, 2026
Hedeker Wealth, LLC History Added to 23,874 4,577 0.87% 0.82% 152 +182 0.77% Q2 2026 Aug 04, 2026
Concorde Asset Management, LLC History Reduced 23,869 4,576 2.65% 1.99% 153 -966 -3.89% Q2 2026 Aug 18, 2026
J.W. COLE ADVISORS, INC. History Added to 23,827 4,568 0.08% 0.12% 154 +3,005 14.43% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 23,603 4,525 0.07% 0.06% 155 +2,910 14.06% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 23,521 4,510 0.17% 0.02% 156 +21,550 1093.35% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History Added to 22,676 4,348 0.11% 0.06% 157 +9,611 73.56% Q2 2026 Jul 07, 2026
Cumberland Partners Ltd History Added to 22,596 4,332 0.28% 0.28% 158 +5 0.02% Q2 2026 Aug 06, 2026
StoneX Group Inc. History Added to 22,404 4,295 0.17% 0.15% 159 +5,711 34.21% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History New 22,174 4,251 0.02% — 160 +22,174 New Q2 2026 Aug 14, 2026
RFG Advisory, LLC History Added to 21,890 4,197 0.07% 0.05% 161 +6,334 40.72% Q2 2026 Jul 15, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 25,351 4,146 1.55% 1.55% 162 0 0.0% Q1 2026 Apr 23, 2026
GTS SECURITIES LLC History Added to 21,540 4,130 0.09% 0.07% 163 +9,817 83.74% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History Added to 21,210 4,067 0.14% 0.12% 164 +3,291 18.37% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History Reduced 20,716 3,972 0.05% 0.05% 165 -667 -3.12% Q2 2026 Aug 04, 2026
Focus Partners Wealth History Added to 20,370 3,906 0.0% 0.0% 166 +7,622 59.79% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History Added to 20,353 3,902 0.36% 0.26% 167 +5,836 40.2% Q2 2026 Jul 22, 2026
VVR Holdings LLC History Added to 20,188 3,871 1.67% 1.24% 168 +5,552 37.93% Q2 2026 Jul 15, 2026
Integrated Wealth Concepts LLC History Added to 19,921 3,819 0.02% 0.01% 169 +11,331 131.91% Q2 2026 Sep 08, 2026
WILLIAM JOHN SEMPOLINSKI History Added to 19,425 3,724 1.5% 1.37% 170 +2,785 16.74% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Added to 19,328 3,706 0.0% 0.0% 171 +18,197 1608.93% Q2 2026 Aug 12, 2026
WealthCare Investment Partners, LLC History Added to 19,290 3,698 0.9% 0.67% 172 +5,003 35.02% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History Added to 19,069 3,656 0.16% 0.15% 173 +947 5.23% Q2 2026 Jul 22, 2026
Sage Advisory Services, Ltd.Co. History Reduced 18,848 3,614 1.78% 1.71% 174 -286 -1.49% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 18,262 3,501 0.09% 0.06% 175 +6,440 54.47% Q2 2026 Jul 31, 2026
Summit Financial, LLC History Added to 17,993 3,450 0.04% 0.02% 176 +6,149 51.92% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 17,907 3,433 0.03% 0.02% 177 +6,730 60.21% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History Added to 17,800 3,413 0.01% 0.0% 178 +10,420 141.19% Q2 2026 Aug 11, 2026
Alaska Wealth Advisors, LLC History Reduced 17,700 3,394 0.37% 0.35% 179 -75 -0.42% Q2 2026 Aug 11, 2026
Spire Wealth Management History Added to 17,553 3,365 0.1% 0.07% 180 +4,592 35.43% Q2 2026 Jul 15, 2026
Triad Wealth Partners, LLC History New 18,142 3,302 0.19% — 181 +18,142 New Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 17,181 3,294 0.05% 0.03% 182 +8,259 92.57% Q2 2026 Aug 05, 2026
Forefront Wealth Partners, LLC History Added to 17,172 3,292 1.02% 0.92% 183 +3,794 28.36% Q2 2026 Aug 20, 2026
Arkadios Wealth Advisors History Added to 16,947 3,249 0.05% 0.03% 184 +6,632 64.29% Q2 2026 Aug 10, 2026
Triumph Capital Management History Added to 16,723 3,206 0.58% 0.46% 185 +3,030 22.13% Q2 2026 Jul 20, 2026
Journey Beyond Wealth, LLC History Reduced 16,651 3,192 2.49% 2.4% 186 -448 -2.62% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History Added to 16,632 3,189 0.01% 0.0% 187 +7,429 80.72% Q2 2026 Aug 13, 2026
SMART Wealth LLC History New 16,384 3,141 0.68% — 188 +16,384 New Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History Added to 16,000 3,067 0.12% 0.08% 189 +5,049 46.11% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,990 3,066 0.0% 0.0% 190 -5,735 -26.4% Q2 2026 Sep 09, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 15,641 2,999 0.73% 0.51% 191 +4,044 34.87% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History Added to 15,602 2,991 0.15% 0.1% 192 +6,994 81.25% Q2 2026 Aug 04, 2026
Gallagher Fiduciary Advisors, LLC History New 15,537 2,979 0.1% — 194 +15,537 New Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 15,537 2,979 0.05% 0.04% 193 +4,766 44.25% Q2 2026 Jul 14, 2026
ARVEST INVESTMENTS, INC. History Reduced 14,830 2,843 0.34% 0.34% 195 -215 -1.43% Q2 2026 Jul 17, 2026
ALLIANCEBERNSTEIN L.P. History New 17,073 2,792 0.0% — 196 +17,073 New Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History Reduced 14,505 2,783 1.09% 1.13% 197 -157 -1.07% Q2 2026 Jul 20, 2026
Integrity Investment Advisors, LLC History Added to 14,441 2,769 1.21% 0.68% 198 +6,737 87.45% Q2 2026 Jul 21, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 14,323 2,746 2.04% 1.89% 199 +143 1.01% Q2 2026 Jul 24, 2026
CORRADO ADVISORS, LLC History Reduced 14,220 2,726 1.25% 1.22% 200 -57 -0.4% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History Reduced 14,080 2,699 0.16% 0.14% 201 -8,480 -37.59% Q2 2026 Aug 04, 2026
VestGen Advisors, LLC History Added to 14,017 2,687 0.08% 0.07% 202 +766 5.78% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History Added to 14,006 2,685 0.1% 0.06% 203 +5,067 56.68% Q2 2026 Aug 10, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 13,786 2,643 0.26% 0.16% 204 +4,162 43.25% Q2 2026 Aug 13, 2026
OAK FAMILY ADVISORS, LLC History New 13,597 2,607 0.67% — 205 +13,597 New Q2 2026 Jul 20, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 13,578 2,603 1.99% 3.5% 206 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History Added to 13,525 2,593 0.05% 0.03% 207 +8,696 180.08% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History Reduced 13,468 2,582 0.03% 0.04% 208 -975 -6.75% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History Added to 13,359 2,561 0.05% 0.04% 209 +2,023 17.85% Q2 2026 Jul 20, 2026
American Institute for Advanced Investment Management, LLP History Added to 17,675 2,528 1.46% 1.37% 210 +296 1.7% Q2 2026 Jul 21, 2026
Stegent Equity Advisors, Inc. History Added to 13,081 2,508 1.8% 1.76% 211 +441 3.49% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 12,986 2,490 0.12% 0.06% 212 +6,407 97.39% Q2 2026 Aug 11, 2026
Montis Financial, LLC History Reduced 12,768 2,448 0.5% 0.44% 213 -356 -2.71% Q2 2026 Aug 05, 2026
Wiser Advisor Group LLC History Added to 12,767 2,447 2.68% 2.51% 214 +49 0.39% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 12,579 2,412 0.12% 0.05% 215 +6,477 106.15% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History Added to 12,569 2,409 0.0% 0.0% 216 +3,243 34.77% Q2 2026 Aug 05, 2026
Sunbelt Securities, Inc. History No change 14,529 2,376 0.15% 0.15% 217 0 0.0% Q1 2026 May 15, 2026
Dakota Wealth Management History Added to 12,301 2,358 0.05% 0.04% 218 +1,203 10.84% Q2 2026 Aug 07, 2026
Moran Wealth Management, LLC History Added to 12,009 2,302 0.06% 0.05% 219 +1,330 12.45% Q2 2026 Aug 05, 2026
Pekin Hardy Strauss, Inc. History Added to 11,871 2,276 0.2% 0.17% 220 +1,880 18.82% Q2 2026 Jul 30, 2026
Walkner Condon Financial Advisors LLC History Added to 11,859 2,273 0.26% 0.22% 221 +1,783 17.7% Q2 2026 Jul 27, 2026
Biltmore Family Office, LLC History Added to 11,655 2,234 0.29% 0.24% 222 +1,002 9.41% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History New 10,865 2,083 0.0% — 223 +10,865 New Q2 2026 Aug 14, 2026
Cambridge Advisors Inc. History Added to 10,785 2,068 0.36% 0.33% 224 +486 4.72% Q2 2026 Jul 16, 2026
BOS Asset Management, LLC History Added to 10,296 1,974 0.46% 0.12% 225 +7,321 246.08% Q2 2026 Jul 13, 2026
Stonebridge Financial Planning Group, LLC History Added to 10,294 1,973 0.63% 0.58% 226 +696 7.25% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History Added to 10,282 1,971 0.04% 0.03% 227 +1,351 15.13% Q2 2026 Jul 29, 2026
Alpha Financial Partners LLC History Added to 10,096 1,936 1.02% 0.9% 228 +788 8.47% Q2 2026 Aug 11, 2026
Fire Capital Management LLC History Added to 10,010 1,919 0.78% 0.38% 229 +5,053 101.94% Q2 2026 Aug 03, 2026
ARS Investment Partners, LLC History Added to 9,969 1,911 0.08% 0.08% 230 +58 0.59% Q2 2026 Jul 09, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 9,704 1,860 0.77% 0.76% 231 +18 0.19% Q2 2026 Aug 14, 2026
Alexis Investment Partners, LLC History Added to 9,804 1,846 1.08% 1.03% 232 +336 3.55% Q2 2026 Jul 23, 2026
TradeWell Securities, LLC. History Added to 9,616 1,843 0.66% 0.49% 233 +2,333 32.03% Q2 2026 Jul 28, 2026
Quantum Private Wealth, LLC History Reduced 9,588 1,838 0.47% 0.56% 235 -1,432 -12.99% Q2 2026 Jul 29, 2026
Acropolis Investment Management, LLC History Added to 9,587 1,838 0.07% 0.07% 234 +379 4.12% Q2 2026 Jul 16, 2026
Tradition Wealth Management, LLC History Added to 9,503 1,822 0.11% 0.08% 236 +2,385 33.51% Q2 2026 Aug 11, 2026
Capital CS Group, LLC History New 9,489 1,819 1.44% — 237 +9,489 New Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 9,276 1,778 0.02% 0.02% 238 +464 5.27% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 9,252 1,774 0.07% 0.05% 239 +2,184 30.9% Q2 2026 Jul 22, 2026
Prosperity Financial Group, Inc. History Added to 9,111 1,747 0.54% 0.53% 240 +309 3.51% Q2 2026 Jul 28, 2026
Legacy Wealth Managment, LLC/ID History Added to 8,994 1,724 0.71% 0.61% 241 +1,437 19.02% Q2 2026 Aug 13, 2026
LeClair Wealth Partners LLC History New 8,767 1,681 0.87% — 243 +8,767 New Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,767 1,681 0.05% 0.03% 242 +2,937 50.38% Q2 2026 Aug 10, 2026
Benson Wealth Management INC History Added to 8,574 1,644 1.65% 1.92% 244 +14 0.16% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 8,866 1,638 0.0% 0.0% 245 +3,386 61.79% Q2 2026 Jul 15, 2026
Meixler Investment Management, Ltd. History Reduced 8,302 1,591 0.88% 0.78% 246 -438 -5.01% Q2 2026 Aug 03, 2026
United Advisor Group, LLC History Added to 8,283 1,588 0.17% 0.14% 247 +1,297 18.57% Q2 2026 Jul 29, 2026
Elequin Capital, LP History Reduced 8,281 1,587 0.05% 0.45% 248 -207,780 -96.17% Q2 2026 Aug 13, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 8,255 1,582 0.47% 0.43% 249 +906 12.33% Q2 2026 Jul 14, 2026
Cedrus Wealth Group LLC History New 8,242 1,580 1.38% — 251 +8,242 New Q2 2026 Jul 30, 2026
CWM, LLC History No change 9,659 1,580 0.0% 0.0% 250 0 0.0% Q1 2026 May 14, 2026
Arrowroot Family Office, LLC History Added to 8,208 1,573 0.45% 0.39% 252 +964 13.31% Q2 2026 Aug 06, 2026
PKS Advisory Services, LLC History Added to 8,193 1,572 0.25% 0.22% 253 +2,417 41.85% Q2 2026 Aug 04, 2026
Providence First Trust Co History New 8,017 1,537 0.43% — 254 +8,017 New Q2 2026 Jul 27, 2026
Cottage Street Advisors LLC History Added to 7,989 1,531 0.59% 0.5% 255 +855 11.98% Q2 2026 Jul 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 7,972 1,528 0.1% 0.09% 256 +613 8.33% Q2 2026 Jul 20, 2026
Proactive Wealth Strategies LLC History Added to 7,906 1,516 0.24% 0.24% 257 +29 0.37% Q2 2026 Aug 10, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History New 7,863 1,507 0.88% — 258 +7,863 New Q2 2026 Aug 10, 2026
FMR LLC History Added to 7,844 1,503 0.0% 0.0% 259 +1,973 33.61% Q2 2026 Aug 13, 2026
Intrua Financial, LLC History Added to 7,787 1,493 0.14% 0.07% 260 +3,494 81.39% Q2 2026 Jul 24, 2026
INTEGRITY ALLIANCE, LLC. History Added to 7,734 1,482 0.05% 0.04% 261 +1,233 18.97% Q2 2026 Jul 31, 2026
Banque Transatlantique SA History Added to 7,715 1,479 0.03% 0.01% 262 +4,472 137.9% Q2 2026 Jul 30, 2026
Fortis Group Advisors, LLC History New 7,646 1,466 0.23% — 264 +7,646 New Q2 2026 Jul 24, 2026
Kovack Advisors, Inc. History Added to 7,675 1,466 0.07% 0.05% 263 +1,588 26.09% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History Added to 7,637 1,464 0.67% 0.6% 265 +837 12.31% Q2 2026 Jul 30, 2026
REAP Financial Group, LLC History Added to 7,615 1,460 0.25% 0.16% 266 +2,740 56.21% Q2 2026 Aug 04, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 7,614 1,459 0.43% 0.41% 267 -223 -2.85% Q2 2026 Jul 23, 2026
VectorGlobal IAG, Inc. History No change 8,906 1,456 0.38% 0.38% 268 0 0.0% Q1 2026 Jun 30, 2026
Bright Futures Wealth Management, LLC. History Reduced 7,560 1,449 0.94% 1.11% 269 -2,317 -23.46% Q2 2026 Jul 24, 2026
FDx Advisors, Inc. History Reduced 7,542 1,446 0.44% 0.42% 270 -451 -5.64% Q2 2026 Aug 04, 2026
Addison Advisors LLC History Added to 7,540 1,445 0.68% 0.17% 272 +2,958 64.56% Q2 2026 Aug 10, 2026
OneDigital Investment Advisors LLC History Added to 7,540 1,445 0.01% 0.01% 271 +2,171 40.44% Q2 2026 Aug 06, 2026
Concentrum Wealth Management History Added to 7,527 1,443 0.35% 0.26% 273 +2,089 38.41% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History Reduced 7,338 1,407 0.03% 0.03% 274 -90 -1.21% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History Added to 7,264 1,392 0.05% 0.03% 275 +2,053 39.4% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History Added to 7,197 1,380 0.09% 0.07% 276 +1,549 27.43% Q2 2026 Aug 12, 2026
WEALTHSPAN PARTNERS, LLC History Added to 7,196 1,379 0.43% 0.33% 277 +1,489 26.09% Q2 2026 Aug 06, 2026
Sovran Advisors, LLC History Added to 7,931 1,368 0.1% 0.1% 278 +959 13.76% Q2 2026 Jul 29, 2026
Farther Finance Advisors, LLC History Added to 7,115 1,364 0.01% 0.01% 279 +1,012 16.58% Q2 2026 Jul 17, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD History New 75,140 1,358 7.35% — 280 +75,140 New Q2 2026 Sep 01, 2026
CreativeOne Wealth, LLC History Added to 7,054 1,352 0.03% 0.02% 281 +720 11.37% Q2 2026 Aug 13, 2026
Scarborough Advisors, LLC History Added to 7,125 1,346 0.15% 0.13% 282 +76 1.08% Q2 2026 Jul 21, 2026
Creative Planning History Added to 6,973 1,337 0.0% 0.0% 283 +2,458 54.44% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History Added to 6,782 1,300 0.01% 0.01% 284 +1,863 37.87% Q2 2026 Aug 12, 2026
Greenwich Wealth Management LLC History Added to 6,691 1,283 0.05% 0.04% 285 +369 5.84% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Added to 6,669 1,278 0.0% 0.0% 286 +5,520 480.42% Q2 2026 Aug 12, 2026
Keystone Financial Group History Added to 6,568 1,259 0.07% 0.06% 287 +1,064 19.33% Q2 2026 Jul 29, 2026
Harel Insurance Investments & Financial Services Ltd. History New 6,585 1,241 0.01% — 288 +6,585 New Q2 2026 Jul 29, 2026
Sonoma Allocations LLC History Added to 6,544 1,238 0.38% 0.11% 289 +4,578 232.86% Q2 2026 Jul 08, 2026
FLAGSTAR SECURITIES, INC History Added to 6,454 1,237 0.37% 0.35% 290 +524 8.84% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History New 6,236 1,195 0.04% — 291 +6,236 New Q2 2026 Aug 13, 2026
Uniting Wealth Partners, LLC History Reduced 6,206 1,190 0.24% 0.23% 292 -482 -7.21% Q2 2026 Aug 06, 2026
Ausdal Financial Partners, Inc. History Added to 6,176 1,184 0.05% 0.04% 293 +581 10.38% Q2 2026 Aug 14, 2026
Sound Financial Strategies Group, LLC History Added to 6,164 1,181 0.75% 0.68% 294 +107 1.77% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History Added to 6,116 1,172 0.01% 0.01% 295 +472 8.36% Q2 2026 Aug 14, 2026
Sequent Planning LLC History Reduced 6,025 1,155 0.25% 0.31% 296 -1,847 -23.46% Q2 2026 Aug 14, 2026
CARLSON FINANCIAL, INC. History Added to 5,953 1,144 0.58% 0.42% 297 +1,607 36.98% Q2 2026 Aug 24, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 5,905 1,132 0.48% 0.48% 298 +50 0.85% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History Added to 5,884 1,128 0.05% 0.03% 299 +2,503 74.03% Q2 2026 Aug 20, 2026
Beacon Pointe Advisors, LLC History Added to 5,771 1,106 0.01% 0.0% 300 +1,231 27.11% Q2 2026 Aug 18, 2026
Intellectus Partners, LLC History Added to 5,705 1,093 0.19% 0.17% 301 +718 14.4% Q2 2026 Aug 12, 2026
Maridea Wealth Management LLC History Added to 5,704 1,093 0.12% 0.12% 302 +495 9.5% Q2 2026 Aug 06, 2026
First Growth Capital LLC History Reduced 5,625 1,078 0.82% 0.93% 303 -539 -8.74% Q2 2026 Jul 16, 2026
Wealth Watch Advisors, INC History Added to 5,524 1,059 0.34% 0.23% 304 +2,232 67.8% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History Added to 5,738 1,035 0.13% 0.15% 305 +87 1.54% Q2 2026 Jul 29, 2026
Savvy Advisors, Inc. History Added to 5,332 1,022 0.02% 0.02% 307 +604 12.77% Q2 2026 Aug 03, 2026
U.S. Capital Wealth Advisors, LLC History No change 6,250 1,022 0.03% 0.03% 306 0 0.0% Q1 2026 Apr 07, 2026
Symphony Financial Services, Inc. History Added to 5,301 1,016 0.46% 0.41% 308 +385 7.83% Q2 2026 Jul 22, 2026
GK Wealth Management LLC History New 5,263 1,009 0.53% — 309 +5,263 New Q2 2026 Jul 07, 2026
BROWN ADVISORY INC History Added to 5,246 1,005 0.0% 0.0% 310 +583 12.5% Q2 2026 Aug 14, 2026
UNIQUE WEALTH, LLC History Added to 5,194 995 0.12% 0.05% 311 +2,801 117.05% Q2 2026 Jul 21, 2026
Outlook Wealth Advisors, LLC History Added to 5,111 980 0.21% 0.19% 312 +215 4.39% Q2 2026 Aug 03, 2026
Wealthcare Capital Partners, LLC History Reduced 5,092 976 0.4% 0.41% 313 -317 -5.86% Q2 2026 Jul 09, 2026
Strategic Financial Concepts, LLC History Reduced 5,058 969 0.29% 0.35% 314 -3,641 -41.86% Q2 2026 Jul 27, 2026
Global Assets Advisory, LLC History New 5,132 965 0.21% — 315 +5,132 New Q2 2026 Jul 27, 2026
EQUITABLE TRUST CO History No change 4,939 947 0.04% 0.04% 316 0 0.0% Q2 2026 Jul 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 4,929 945 0.0% 0.0% 317 +180 3.79% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History Added to 4,919 943 0.03% 0.02% 318 +1,702 52.91% Q2 2026 Jul 09, 2026
Asset One Wealth Management LLC History New 5,092 929 0.1% — 319 +5,092 New Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 4,762 913 0.0% 0.0% 320 +995 26.41% Q2 2026 Aug 19, 2026
Per Stirling Capital Management, LLC. History Reduced 4,734 907 0.09% 0.09% 321 -15 -0.32% Q2 2026 Aug 14, 2026
Mezzasalma Advisors, LLC History New 4,711 903 0.18% — 322 +4,711 New Q2 2026 Aug 10, 2026
Quad-Cities Investment Group, LLC History Added to 4,682 897 0.32% 0.29% 323 +186 4.14% Q2 2026 Jul 07, 2026
Certified Advisory Corp History Added to 4,667 894 0.07% 0.03% 324 +2,816 152.13% Q2 2026 Jul 16, 2026
Smith Asset Management Co., LLC History New 4,654 892 0.7% — 325 +4,654 New Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History Added to 4,640 889 0.01% 0.0% 326 +2,487 115.51% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History Added to 4,614 884 0.05% 0.05% 327 +468 11.29% Q2 2026 Jul 23, 2026
Koshinski Asset Management, Inc. History Added to 4,570 876 0.05% 0.04% 328 +255 5.91% Q2 2026 Jul 27, 2026
Balboa Wealth Partners History Added to 4,539 870 0.12% 0.06% 329 +2,389 111.12% Q2 2026 Aug 10, 2026
McKinney Capital Management, LLC History Added to 4,478 858 0.34% 0.56% 330 +507 12.77% Q2 2026 Aug 05, 2026
Simplicity Wealth,LLC History Added to 4,472 857 0.03% 0.04% 331 +397 9.74% Q2 2026 Aug 06, 2026
Astoria Portfolio Advisors LLC. History Added to 4,462 855 0.14% 0.1% 332 +2,059 85.68% Q2 2026 Jul 28, 2026
Solutions 4 Wealth, Ltd History Reduced 4,443 851 1.1% 1.12% 333 -113 -2.48% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History Added to 4,350 834 0.02% 0.02% 334 +112 2.64% Q2 2026 Jul 06, 2026
DAVENPORT & Co LLC History Added to 4,334 831 0.0% 0.0% 335 +625 16.85% Q2 2026 Jul 13, 2026
Mason & Associates Inc History Reduced 4,318 827 0.13% 0.13% 336 -41 -0.94% Q2 2026 Jul 23, 2026
CPR Investments Inc. History Added to 4,300 824 0.63% 0.16% 337 +2,786 184.02% Q2 2026 Jul 14, 2026
Global View Capital Management LLC History Added to 4,249 814 0.17% 0.14% 339 +1,064 33.41% Q2 2026 Jul 23, 2026
Capital Square, LLC History Added to 4,407 814 0.36% 0.29% 338 +1,059 31.63% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History Added to 4,244 813 0.03% 0.02% 340 +223 5.55% Q2 2026 Jul 17, 2026
Dynamic Advisor Solutions LLC History Added to 4,236 812 0.02% 0.01% 341 +1,818 75.19% Q2 2026 Jul 07, 2026
OneAscent Financial Services LLC History New 4,215 808 0.04% — 342 +4,215 New Q2 2026 Aug 11, 2026
Columbus Macro, LLC History Added to 4,207 806 0.08% 0.03% 343 +2,279 118.21% Q2 2026 Jul 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,182 801 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History Added to 4,155 796 0.01% 0.01% 345 +72 1.76% Q2 2026 Jul 29, 2026
SGL Investment Advisors, Inc. History Added to 4,298 795 0.27% 0.32% 346 +62 1.46% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History Reduced 4,129 791 0.12% 0.11% 347 -756 -15.48% Q2 2026 Aug 10, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 4,105 787 0.1% 0.08% 348 +925 29.09% Q2 2026 Jul 20, 2026
Legacy Capital Wealth Partners, LLC History Added to 4,109 787 0.15% 0.14% 349 +75 1.86% Q2 2026 Aug 12, 2026
Insight Advisors, LLC/ PA History Added to 4,091 784 0.14% 0.08% 350 +1,628 66.1% Q2 2026 Aug 05, 2026
Clearwater Capital Advisors, LLC History Added to 4,059 778 0.06% 0.04% 351 +809 24.89% Q2 2026 Aug 06, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 4,019 770 0.09% 0.09% 352 -79 -1.93% Q2 2026 Jul 22, 2026
Vontobel Holding Ltd. History Added to 3,913 750 0.0% 0.0% 353 +347 9.73% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 3,818 732 0.06% 0.06% 354 +408 11.96% Q2 2026 Jul 28, 2026
Continuum Advisory, LLC History Added to 3,817 731 0.06% 0.03% 355 +1,620 73.74% Q2 2026 Aug 06, 2026
FSA WEALTH PARTNERS, INC. History Reduced 3,797 728 0.18% 0.35% 356 -679 -15.17% Q2 2026 Aug 03, 2026
Allianz Asset Management GmbH History New 3,700 709 0.0% — 357 +3,700 New Q2 2026 Sep 02, 2026
Resurgent Financial Advisors LLC History Reduced 3,629 695 0.19% 0.22% 358 -60 -1.63% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 3,614 692 0.04% 0.02% 359 +1,625 81.7% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History New 3,605 691 0.01% — 360 +3,605 New Q2 2026 Aug 06, 2026
Ignite Planners, LLC History Reduced 3,591 688 0.09% 0.09% 361 -53 -1.45% Q2 2026 Jul 23, 2026
KCM INVESTMENT ADVISORS LLC History Added to 3,551 680 0.02% 0.02% 362 +295 9.06% Q2 2026 Aug 13, 2026
Madison Wealth Partners, Inc History Reduced 3,532 677 0.09% 0.09% 363 -16 -0.45% Q2 2026 Aug 12, 2026
Financial Partners Group, Inc History Reduced 3,530 676 0.07% 0.07% 364 -102 -2.81% Q2 2026 Jul 23, 2026
Riggs Asset Managment Co. Inc. History Added to 3,482 667 0.12% 0.11% 365 +98 2.9% Q2 2026 Jul 29, 2026
MCF Advisors LLC History Added to 3,475 666 0.02% 0.02% 366 +22 0.64% Q2 2026 Aug 12, 2026
Rothschild Wealth LLC History Reduced 3,472 665 0.05% 0.05% 367 -136 -3.77% Q2 2026 Aug 11, 2026
Belvedere Trading LLC History Reduced 3,462 663 0.0% 0.0% 368 -1,140 -24.77% Q2 2026 Jul 31, 2026
Vivaldi Capital Management LP History No change 4,056 663 0.09% 0.09% 369 0 0.0% Q1 2026 May 14, 2026
Elevate Capital Advisors, LLC History New 3,443 660 0.36% — 370 +3,443 New Q2 2026 Jul 31, 2026
SCOTIA CAPITAL INC. History Reduced 3,425 656 0.0% 0.0% 371 -250 -6.8% Q2 2026 Aug 11, 2026
Purus Wealth Management, LLC History Added to 3,344 641 0.18% 0.13% 372 +937 38.93% Q2 2026 Jul 13, 2026
Intesa Sanpaolo Wealth Management History Added to 3,342 640 0.13% 0.08% 373 +1,320 65.28% Q2 2026 Jul 23, 2026
ARWA LLC History Added to 3,577 635 0.26% 0.13% 374 +2,092 140.88% Q2 2026 Jul 24, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 3,306 633 0.18% 0.16% 375 +249 8.15% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History Added to 3,286 630 0.0% 0.0% 376 +861 35.51% Q2 2026 Aug 14, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 3,840 628 0.02% 0.02% 377 0 0.0% Q1 2026 Apr 15, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 3,275 627 0.02% 0.01% 378 +430 15.11% Q2 2026 Jul 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 3,253 623 0.11% 0.11% 379 +197 6.45% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History Added to 3,249 623 0.07% 0.07% 380 +161 5.21% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History Added to 3,216 616 0.06% 0.04% 381 +1,162 56.57% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History Added to 3,203 614 0.04% 0.03% 382 +594 22.77% Q2 2026 Jul 21, 2026
Belpointe Asset Management LLC History New 3,197 613 0.02% — 383 +3,197 New Q2 2026 Jul 31, 2026
Valmark Advisers, Inc. History New 3,195 612 0.01% — 384 +3,195 New Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History Added to 3,182 610 0.05% 0.03% 385 +1,297 68.81% Q2 2026 Jul 23, 2026
Kraft, Davis & Associates, LLC History Added to 3,329 604 0.13% 0.13% 386 +94 2.91% Q2 2026 Jul 09, 2026
Quantum Portfolio Management LLC History New 3,148 603 0.22% — 387 +3,148 New Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History Added to 3,026 580 0.01% 0.0% 388 +2,918 2701.85% Q2 2026 Aug 06, 2026
Revisor Wealth Management LLC History Added to 3,028 580 0.14% 0.08% 389 +1,240 69.35% Q2 2026 Jul 21, 2026
WealthPlan Investment Management, LLC History Reduced 3,016 578 0.03% 0.03% 390 -428 -12.43% Q2 2026 Jul 28, 2026
Kapstone Financial Advisors LLC History Added to 3,003 575 0.24% 0.2% 391 +492 19.59% Q2 2026 Aug 07, 2026
Perennial Investment Advisors, LLC History Added to 2,992 573 0.04% 0.04% 392 +233 8.45% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History Reduced 2,977 570 0.0% 0.0% 393 -100 -3.25% Q2 2026 Aug 13, 2026
Nilsine Partners, LLC History Reduced 2,959 567 0.04% 0.04% 394 -12 -0.4% Q2 2026 Jul 24, 2026
Everstar Asset Management, LLC History Added to 2,923 560 0.27% 0.2% 395 +632 27.59% Q2 2026 Aug 03, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 2,875 551 0.33% 0.31% 396 0 0.0% Q2 2026 Jul 13, 2026
Princeton Global Asset Management LLC History Reduced 2,866 549 0.08% 0.08% 397 -311 -9.79% Q2 2026 Jul 16, 2026
PRIVATE TRUST CO NA History Added to 2,800 536 0.04% 0.04% 398 +387 16.04% Q2 2026 Jul 28, 2026
Garden State Investment Advisory Services LLC History Added to 2,798 536 0.1% 0.09% 399 +192 7.37% Q2 2026 Aug 11, 2026
Grantvest Financial Group LLC History New 2,787 534 0.31% — 401 +2,787 New Q2 2026 Aug 07, 2026
Impact Partnership Wealth, LLC History Added to 2,785 534 0.05% 0.03% 400 +1,484 114.07% Q2 2026 Jul 29, 2026
Purewater Capital LLC History Added to 2,782 533 0.38% 0.21% 402 +1,413 103.21% Q2 2026 Jul 28, 2026
Beacon Financial Advisory LLC History Added to 2,778 532 0.1% 0.07% 403 +850 44.09% Q2 2026 Aug 05, 2026
Kestra Investment Management, LLC History New 2,742 525 0.01% — 404 +2,742 New Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History Added to 2,718 521 0.0% 0.0% 405 +1,078 65.73% Q2 2026 Aug 13, 2026
SACKS & ASSOCIATES, LLC History Added to 2,908 521 0.35% 0.29% 406 +551 23.38% Q2 2026 Aug 04, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 2,608 503 0.06% 0.03% 407 +1,296 98.78% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History New 2,613 500 0.05% — 408 +2,613 New Q2 2026 Aug 13, 2026
Cerity Partners LLC History New 2,596 497 0.0% — 409 +2,596 New Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History Added to 2,579 494 0.01% 0.01% 410 +793 44.4% Q2 2026 Jul 10, 2026
Palisades Hudson Asset Management, L.P. History Added to 2,565 492 0.17% 0.12% 411 +704 37.83% Q2 2026 Aug 07, 2026
Wealth Management Associates, Inc. History Added to 2,559 490 0.14% 0.1% 412 +703 37.88% Q2 2026 Jul 21, 2026
Greykasell Wealth Strategies, Inc. History Added to 2,512 481 0.17% 0.07% 414 +1,427 131.52% Q2 2026 Aug 11, 2026
Foguth Wealth Management, LLC. History Reduced 2,720 481 0.05% 0.06% 413 -155 -5.39% Q2 2026 Jul 21, 2026
JT Stratford LLC History New 2,489 477 0.05% — 416 +2,489 New Q2 2026 Aug 14, 2026
Share Andrew L. History No change 2,490 477 0.25% 0.19% 415 0 0.0% Q2 2026 Jul 28, 2026
Total Clarity Wealth Management, Inc. History Added to 2,483 476 0.09% 0.09% 417 +198 8.67% Q2 2026 Jul 23, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 2,470 473 0.0% 0.0% 418 +411 19.96% Q2 2026 Jul 23, 2026
Brookstone Capital Management History New 2,463 472 0.0% — 419 +2,463 New Q2 2026 Jul 15, 2026
Principle Wealth Partners LLC History No change 2,458 471 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History New 2,421 464 0.02% — 421 +2,421 New Q2 2026 Aug 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 2,405 461 0.14% 0.17% 422 +86 3.71% Q2 2026 Jul 28, 2026
Entelevest, LLC History Added to 2,372 454 0.39% 0.35% 423 +228 10.63% Q2 2026 Jul 22, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 2,355 451 0.25% 0.25% 424 +49 2.12% Q2 2026 Jul 23, 2026
Index Technologies Group LLC History New 2,346 449 0.36% — 425 +2,346 New Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History Added to 2,322 445 0.01% 0.01% 426 +216 10.26% Q2 2026 Aug 06, 2026
Richmond Investment Services, LLC History Reduced 2,305 441 0.14% 0.09% 427 -1,197 -34.18% Q2 2026 Jul 27, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 2,282 437 0.04% 0.04% 428 -53 -2.27% Q2 2026 Jul 09, 2026
EP Wealth Advisors, LLC History Added to 2,268 434 0.0% 0.0% 429 +646 39.83% Q2 2026 Aug 11, 2026
Trademark Financial Management, LLC History No change 2,234 428 0.18% 0.18% 430 0 0.0% Q2 2026 Jul 27, 2026
Factor Wealth Management LTD History Reduced 2,226 426 0.06% 0.07% 431 -75 -3.26% Q2 2026 Jul 07, 2026
UPTICK PARTNERS, LLC History New 2,189 419 0.07% — 432 +2,189 New Q2 2026 Aug 10, 2026
TrueWealth Advisors, LLC History Added to 2,160 414 0.09% 0.09% 433 +1 0.05% Q2 2026 Jul 08, 2026
4J Wealth Management LLC History No change 2,162 414 0.2% 0.2% 434 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History Added to 2,116 405 0.01% 0.0% 435 +1,772 515.12% Q2 2026 Jul 22, 2026
MONEY CONCEPTS CAPITAL CORP History New 2,047 392 0.02% — 436 +2,047 New Q2 2026 Aug 04, 2026
COFG Advisors, LLC History New 2,045 392 0.07% — 437 +2,045 New Q2 2026 Aug 14, 2026
NATURAL INVESTMENTS, LLC History Reduced 2,033 389 0.09% 0.08% 438 -34 -1.64% Q2 2026 Jul 31, 2026
Great Diamond Partners, LLC History Added to 2,022 387 0.07% 0.05% 439 +316 18.52% Q2 2026 Jul 17, 2026
Avidian Wealth Enterprises, LLC History Reduced 2,006 384 0.01% 0.01% 440 -137 -6.39% Q2 2026 Jul 24, 2026
Mattern Wealth Management LLC History New 2,000 383 0.06% — 443 +2,000 New Q2 2026 Jul 23, 2026
Bluespring Wealth Management, LLC History New 1,998 383 0.01% — 442 +1,998 New Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 2,000 383 0.01% 0.01% 441 +93 4.88% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,991 381 0.0% 0.0% 444 -450 -18.44% Q2 2026 Aug 07, 2026
Facet Wealth, Inc. History Reduced 1,985 380 0.01% 0.01% 445 -181 -8.36% Q2 2026 Jul 27, 2026
One Day In July LLC History Added to 1,975 378 0.03% 0.02% 446 +286 16.93% Q2 2026 Aug 03, 2026
Meridian Wealth Management, LLC History Reduced 1,938 371 0.01% 0.01% 447 -16 -0.82% Q2 2026 Aug 05, 2026
Indivisible Partners History New 1,928 369 0.02% — 448 +1,928 New Q2 2026 Aug 04, 2026
WORLD EQUITY GROUP, INC. History Reduced 1,905 365 0.08% 0.09% 449 -223 -10.48% Q2 2026 Jul 09, 2026
MJP ASSOCIATES INC /ADV History Added to 1,881 360 0.04% 0.04% 450 +21 1.13% Q2 2026 Aug 11, 2026
Advisor OS, LLC History Added to 1,881 360 0.02% 0.02% 451 +21 1.13% Q2 2026 Aug 05, 2026
Strategic Blueprint, LLC History Reduced 1,861 356 0.02% 0.02% 452 -13 -0.69% Q2 2026 Jul 23, 2026
Private Advisory Group LLC History Added to 1,843 353 0.02% 0.02% 453 +85 4.84% Q2 2026 Aug 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,834 351 0.0% 0.0% 454 +513 38.83% Q2 2026 Aug 07, 2026
Essex Financial Services, Inc. History Added to 1,812 347 0.02% 0.01% 455 +391 27.52% Q2 2026 Aug 10, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 1,800 345 0.1% 0.12% 456 -400 -18.18% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 1,785 342 0.0% 0.0% 457 -2,474 -58.09% Q2 2026 Aug 14, 2026
Voya Financial Advisors, Inc. History Added to 1,798 338 0.03% 0.03% 458 +19 1.07% Q2 2026 Aug 12, 2026
Retirement Planning Group, LLC History Added to 1,725 330 0.01% 0.01% 459 +42 2.5% Q2 2026 Aug 05, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 1,728 329 0.04% — 461 +1,728 New Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History Added to 1,717 329 0.04% 0.04% 460 +388 29.19% Q2 2026 Aug 11, 2026
Capital Analysts, LLC History Added to 1,713 328 0.01% 0.0% 463 +1,480 635.19% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History Added to 1,712 328 0.01% 0.01% 462 +115 7.2% Q2 2026 Aug 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 1,713 328 0.07% 0.07% 464 +28 1.66% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History Added to 1,707 327 0.16% 0.14% 465 +112 7.02% Q2 2026 Jul 09, 2026
NWF Advisory Services Inc. History New 1,697 325 0.03% — 466 +1,697 New Q2 2026 Jul 29, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 1,683 322 0.06% 0.07% 467 +168 11.09% Q2 2026 Jul 09, 2026
Fortis Capital Advisors, LLC History New 1,678 321 0.04% — 468 +1,678 New Q2 2026 Jul 31, 2026
Rossby Financial, LCC History Added to 1,646 315 0.06% 0.04% 469 +478 40.92% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History New 1,641 314 0.0% — 470 +1,641 New Q2 2026 Jul 20, 2026
Fortune Financial Group, Inc. History New 1,597 306 0.24% — 471 +1,597 New Q2 2026 Jul 24, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 1,595 305 0.08% 0.08% 472 -48 -2.92% Q2 2026 Aug 07, 2026
Berkeley Capital Partners, LLC History New 1,589 304 0.06% — 474 +1,589 New Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 1,650 304 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,554 297 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
Clarendon Private LLC History Added to 1,539 295 0.19% 0.19% 476 +6 0.39% Q2 2026 Jul 22, 2026
CENTAURUS FINANCIAL, INC. History Added to 1,535 294 0.01% 0.01% 477 +246 19.08% Q2 2026 Aug 17, 2026
BARRETT & COMPANY, INC. History Added to 1,532 293 0.08% 0.07% 478 +264 20.82% Q2 2026 Jul 24, 2026
Stirlingshire Investments, Inc. History New 1,518 291 0.22% — 479 +1,518 New Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History Added to 1,507 288 0.02% 0.02% 480 +3 0.2% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History New 1,500 287 0.0% — 482 +1,500 New Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 1,499 287 0.03% 0.03% 481 +173 13.05% Q2 2026 Jul 28, 2026
Waterloo Capital, L.P. History New 1,484 284 0.02% — 485 +1,484 New Q2 2026 Jul 29, 2026
Capital Investment Counsel, LLC History New 1,484 284 0.04% — 486 +1,484 New Q2 2026 Jul 15, 2026
Betterment LLC History New 1,483 284 0.0% — 484 +1,483 New Q2 2026 Aug 14, 2026
Tempus Wealth Planning, LLC History Reduced 1,486 284 0.06% 0.06% 483 -33 -2.17% Q2 2026 Jul 22, 2026
Guardian Capital, LLC History Reduced 1,470 281 0.23% 0.24% 487 -50 -3.29% Q2 2026 Aug 07, 2026
GoalVest Advisory LLC History No change 1,465 280 0.05% 0.05% 488 0 0.0% Q2 2026 Jul 08, 2026
GENTRY PRIVATE WEALTH, LLC History No change 1,465 280 0.14% 0.14% 489 0 0.0% Q2 2026 Aug 05, 2026
Van Diest Capital, LLC History New 1,456 279 0.25% — 490 +1,456 New Q2 2026 Aug 04, 2026
Nautilus Advisors LLC History No change 1,500 277 0.16% 0.17% 491 0 0.0% Q2 2026 Jul 14, 2026
Stablepoint Partners, LLC History Reduced 1,435 275 0.04% 0.03% 492 -6 -0.42% Q2 2026 Jul 09, 2026
Boyer Financial Services, Inc. History New 1,483 273 0.23% — 494 +1,483 New Q2 2026 Jul 17, 2026
Stratos Wealth Advisors, LLC History Added to 1,426 273 0.01% 0.01% 493 +26 1.86% Q2 2026 Aug 11, 2026
HBK Sorce Advisory LLC History Added to 1,437 268 0.01% 0.0% 495 +314 27.96% Q2 2026 Aug 06, 2026
Trek Financial, LLC History New 1,363 261 0.01% — 496 +1,363 New Q2 2026 Aug 13, 2026
Falcon Wealth Planning History New 1,337 256 0.02% — 498 +1,337 New Q2 2026 Jul 13, 2026
Tudor Financial Inc. History Added to 1,337 256 0.12% 0.1% 497 +80 6.36% Q2 2026 Aug 10, 2026
Claris Financial LLC History No change 1,548 253 0.14% 0.14% 499 0 0.0% Q1 2026 May 18, 2026
B. Riley Wealth Advisors, Inc. History Reduced 1,312 247 0.01% 0.01% 500 -50 -3.67% Q2 2026 Jul 14, 2026
NewEdge Wealth, LLC History New 1,285 246 0.0% — 501 +1,285 New Q2 2026 Aug 10, 2026
Independent Advisor Alliance History Reduced 1,255 240 0.01% 0.51% 502 -291,257 -99.57% Q2 2026 Aug 12, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 1,256 238 0.06% 0.07% 503 -17 -1.34% Q2 2026 Jul 30, 2026
Balefire, LLC History New 1,227 235 0.04% — 505 +1,227 New Q2 2026 Jul 07, 2026
Innovative Asset Advisors Group, LLC History Added to 1,231 235 0.1% 0.11% 504 +77 6.67% Q2 2026 Aug 05, 2026
TrinityBridge Ltd History Reduced 1,220 234 0.01% 0.01% 506 -635 -34.23% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History New 1,217 233 0.01% — 507 +1,217 New Q2 2026 Jul 27, 2026
Charter Oak Capital Management, LLC History No change 1,410 230 0.02% 0.02% 508 0 0.0% Q1 2026 Apr 24, 2026
FIDUCIARY TRUST CO History New 1,198 229 0.0% — 509 +1,198 New Q2 2026 Aug 13, 2026
Portland Financial Advisors Inc History Reduced 1,192 228 0.42% 0.46% 510 -164 -12.09% Q2 2026 Aug 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History New 1,184 226 0.03% — 512 +1,184 New Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History New 1,181 226 0.0% — 511 +1,181 New Q2 2026 Sep 23, 2026
Soltis Investment Advisors LLC History New 1,172 224 0.01% — 513 +1,172 New Q2 2026 Jul 31, 2026
Comprehensive Financial Consultants Institutional, Inc. History New 1,164 223 0.06% — 514 +1,164 New Q2 2026 Jul 15, 2026
INSPIRION WEALTH ADVISORS, LLC History New 1,188 222 0.03% — 515 +1,188 New Q2 2026 Jul 07, 2026
Pathstone Holdings, LLC History New 1,131 216 0.0% — 517 +1,131 New Q2 2026 Aug 13, 2026
Altus Wealth Group LLC History New 1,130 216 0.08% — 516 +1,130 New Q2 2026 Jul 17, 2026
Medallion Wealth Advisors, LLC History Reduced 1,112 213 0.07% 0.07% 518 -263 -19.13% Q2 2026 Aug 14, 2026
Castleview Partners, LLC History New 1,109 212 0.09% — 520 +1,109 New Q2 2026 Jul 20, 2026
Beaumont Financial Advisors, LLC History New 1,109 212 0.01% — 521 +1,109 New Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 1,107 212 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 21, 2026
HUNTINGTON NATIONAL BANK History New 1,100 210 0.0% — 522 +1,100 New Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History New 1,086 208 0.0% — 524 +1,086 New Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History Added to 1,086 208 0.08% 0.08% 523 +3 0.28% Q2 2026 Jul 29, 2026
Everest Financial Group LLC History New 1,070 205 0.03% — 525 +1,070 New Q2 2026 Aug 10, 2026
Oder Investment Management, LLC History New 1,068 204 0.14% — 527 +1,068 New Q2 2026 Aug 11, 2026
Allworth Financial LP History Added to 1,065 204 0.0% 0.0% 526 +118 12.46% Q2 2026 Aug 11, 2026
PUFF WEALTH MANAGEMENT, LLC History New 1,062 203 0.21% — 529 +1,062 New Q2 2026 Jul 08, 2026
Bison Wealth, LLC History No change 1,087 203 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 07, 2026
SIMPLEX TRADING, LLC History Added to 1,058 202 0.0% 0.0% 530 +506 91.67% Q2 2026 Aug 12, 2026
Traction Financial Partners, LLC History New 1,047 200 0.11% — 532 +1,047 New Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,048 200 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 20, 2026
JTC Employer Solutions Trustee Ltd History New 1,016 195 0.02% — 533 +1,016 New Q2 2026 Jul 31, 2026
Financial Network Wealth Advisors LLC History Reduced 998 191 0.19% 0.19% 534 -150 -13.07% Q2 2026 Jul 29, 2026
Manchester Capital Management LLC History Added to 989 189 0.02% 0.02% 535 +35 3.67% Q2 2026 Aug 13, 2026
TD Capital Management LLC History Added to 926 177 0.01% 0.01% 536 +482 108.56% Q2 2026 Aug 06, 2026
JNBA Financial Advisors History Added to 923 177 0.01% 0.01% 537 +155 20.18% Q2 2026 Jul 23, 2026
WOLFF WIESE MAGANA LLC History New 889 170 0.08% — 539 +889 New Q2 2026 Jul 13, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 889 170 0.04% 0.04% 538 +3 0.34% Q2 2026 Aug 07, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 840 161 0.02% 0.02% 540 +26 3.19% Q2 2026 Jul 14, 2026
AMERIFLEX GROUP, INC. History Added to 797 152 0.06% 0.06% 541 +77 10.69% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 747 143 0.1% 0.09% 542 +31 4.33% Q2 2026 Jul 24, 2026
EASTERN BANK History No change 666 127 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 01, 2026
Operose Advisors LLC History Added to 612 117 0.02% 0.02% 544 +2 0.33% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 625 116 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 27, 2026
NI ACQUISITIONS COMPANY, LLC History New 590 113 0.05% — 546 +590 New Q2 2026 Aug 05, 2026
Osbon Capital Management LLC History Added to 579 111 0.09% 0.06% 547 +100 20.88% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History Added to 570 109 0.0% 0.0% 548 +106 22.84% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History New 555 106 0.01% — 549 +555 New Q2 2026 Jul 28, 2026
Main Management LLC History Added to 521 100 0.01% 0.01% 550 +33 6.76% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History Reduced 519 99 0.03% 0.03% 551 -35 -6.32% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 509 97 0.0% 0.0% 552 +157 44.6% Q2 2026 Jul 28, 2026
Truvestments Capital LLC History No change 459 88 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 12, 2026
Bravera Wealth History Added to 455 87 0.03% 0.03% 554 +50 12.35% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 450 86 0.0% 0.0% 555 +200 80.0% Q2 2026 Aug 06, 2026
Essential Investment Partners LLC History No change 425 81 0.07% 0.06% 556 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History New 379 72 0.01% — 557 +379 New Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History Added to 341 65 0.0% 0.0% 558 +150 78.53% Q2 2026 Aug 11, 2026
StrongBox Wealth, LLC History New 325 62 0.02% — 560 +325 New Q2 2026 Jul 23, 2026
Basecamp Wealth Advisors LLC History No change 323 62 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 315 60 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 303 58 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 280 53 0.0% 0.0% 563 -224 -44.44% Q2 2026 Aug 13, 2026
Hilltop National Bank History No change 260 49 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 01, 2026
BARCLAYS PLC History New 250 47 0.0% — 565 +250 New Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History New 250 47 0.0% — 566 +250 New Q2 2026 Jul 07, 2026
TRUST CO OF VERMONT History New 245 46 0.0% — 568 +245 New Q2 2026 Aug 07, 2026
Y.D. More Investments Ltd History No change 303 46 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 05, 2026
RHL GROUP, LLC History Added to 223 42 0.03% 0.03% 569 +1 0.45% Q2 2026 Aug 03, 2026
JDM Financial Group LLC History New 206 39 0.01% — 570 +206 New Q2 2026 Aug 17, 2026
Founders Capital Management History New 202 38 0.02% — 572 +202 New Q2 2026 Jul 21, 2026
Nalls Sherbakoff Group, LLC History No change 200 38 0.03% 0.02% 571 0 0.0% Q2 2026 Aug 17, 2026
BlackRock, Inc. History Added to 179 34 0.0% 0.0% 573 +31 20.95% Q2 2026 Aug 07, 2026
Regatta Research & Money Management History New 175 33 0.03% — 575 +175 New Q2 2026 Aug 11, 2026
SHP Wealth Management History Added to 173 33 0.0% 0.0% 574 +59 51.75% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History Added to 156 29 0.0% 0.0% 576 +11 7.59% Q2 2026 Aug 14, 2026
Vision Retirement, LLC History New 146 27 0.01% — 579 +146 New Q2 2026 Jul 21, 2026
SIMS INVESTMENT MANAGEMENT, LLC History New 142 27 0.01% — 578 +142 New Q2 2026 Jul 21, 2026
SJS Investment Consulting Inc. History Added to 143 27 0.0% 0.0% 577 +53 58.89% Q2 2026 Jul 22, 2026
PFS Partners, LLC History No change 140 26 0.01% 0.01% 580 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History New 134 25 0.0% — 581 +134 New Q2 2026 Jul 23, 2026
North Star Investment Management Corp. History New 130 24 0.0% — 583 +130 New Q2 2026 Jul 28, 2026
Front Row Advisors LLC History Added to 133 24 0.01% 0.0% 582 +89 202.27% Q2 2026 Aug 13, 2026
Rakuten Securities, Inc. History New 125 23 0.01% — 584 +125 New Q2 2026 Aug 11, 2026
Downshift Financial, LLC History New 125 23 0.01% — 585 +125 New Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 119 22 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 22, 2026
Financial Gravity Companies, Inc. History New 108 20 0.0% — 587 +108 New Q2 2026 Aug 05, 2026
Mascoma Wealth Management LLC History No change 99 18 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 97 18 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 24, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 90 17 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 93 17 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Added to 82 16 0.0% 0.0% 592 +1 1.23% Q2 2026 Jul 01, 2026
Acumen Wealth Advisors, LLC History New 70 13 0.0% — 595 +70 New Q2 2026 Aug 03, 2026
Ascentis Wealth Management, LLC History No change 72 13 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 70 13 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History New 66 12 0.0% — 598 +66 New Q2 2026 Jul 23, 2026
Park Square Financial Group, LLC History New 66 12 0.11% — 599 +66 New Q2 2026 Jul 31, 2026
Archer Investment Corp History No change 66 12 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 03, 2026
Signature Resources Capital Management, LLC History No change 63 12 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 13, 2026
MATHER GROUP, LLC. History New 58 11 0.0% — 603 +58 New Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History Added to 58 11 0.0% 0.0% 600 +28 93.33% Q2 2026 Sep 04, 2026
Elevated Capital Advisors, LLC History No change 59 11 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 03, 2026
Purpose Unlimited Inc. History No change 57 11 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History Reduced 56 10 0.01% 0.01% 605 -6 -9.68% Q2 2026 Jul 09, 2026
Roxbury Financial LLC History No change 55 10 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 01, 2026
Spectrum Wealth Advisory Group, LLC History New 51 9 0.0% — 607 +51 New Q2 2026 Aug 06, 2026
Your Advocates Ltd., LLP History No change 49 9 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 05, 2026
Decker Retirement Planning Inc. History New 42 8 0.0% — 608 +42 New Q2 2026 Jul 16, 2026
CrossGen Wealth, LLC History New 42 8 0.01% — 609 +42 New Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History New 40 7 0.0% — 610 +40 New Q2 2026 Jul 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 33 6 0.0% 0.0% 611 -172 -83.9% Q2 2026 Aug 13, 2026
MB, LEVIS & ASSOCIATES, LLC History New 35 6 0.0% — 613 +35 New Q2 2026 Jul 22, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 32 6 0.0% — 612 +32 New Q2 2026 Aug 13, 2026
Cranbrook Wealth Management, LLC History New 29 5 0.0% — 619 +29 New Q2 2026 Aug 06, 2026
Heritage Wealth Advisors History New 27 5 0.0% — 618 +27 New Q2 2026 Aug 14, 2026
IFS Advisors, LLC History No change 29 5 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 31 5 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 24, 2026
Murphy & Mullick Capital Management Corp History No change 30 5 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 14, 2026
Sunrise Financial Services, LLC History No change 29 5 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 12, 2026
Burk Holdings LLC History New 26 4 0.0% — 623 +26 New Q2 2026 Aug 12, 2026
Go Invest LLC History New 23 4 0.0% — 624 +23 New Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History New 21 4 0.0% — 622 +21 New Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 25 4 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 23, 2026
Bernard Wealth Management Corp. History No change 25 4 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 21, 2026
Lloyd Advisory Services, LLC. History New 17 3 0.0% — 625 +17 New Q2 2026 Aug 07, 2026
Vermillion Wealth Management, Inc. History New 12 2 0.0% — 627 +12 New Q2 2026 Jul 15, 2026
Lodestone Wealth Management LLC History No change 12 2 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History New 10 1 0.0% — 633 +10 New Q2 2026 Jul 30, 2026
Concord Wealth Partners History New 10 1 0.0% — 634 +10 New Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History New 9 1 0.0% — 635 +9 New Q2 2026 Aug 06, 2026
Bear Mountain Capital, Inc. History New 6 1 0.0% — 636 +6 New Q2 2026 Jul 20, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 8 1 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 10 1 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 10, 2026
Avion Wealth History No change 10 1 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 31, 2026
Accordant Advisory Group Inc History No change 8 1 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 8 1 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -61,937 -100.0% Q2 2026 Aug 14, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 — 1.39% — -21,203 -100.0% Q2 2026 Jul 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -13,014 -100.0% Q2 2026 Aug 14, 2026
Flaharty Asset Management, LLC History Closed out 0 0 — 0.26% — -12,874 -100.0% Q2 2026 Jul 08, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.03% — -8,581 -100.0% Q2 2026 Jul 13, 2026
SeaCrest Wealth Management, LLC History Closed out 0 0 — 0.12% — -7,062 -100.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History Closed out 0 0 — 0.0% — -6,008 -100.0% Q2 2026 Aug 14, 2026
APS Management Group, Inc. History Closed out 0 0 — 0.46% — -3,260 -100.0% Q2 2026 Jul 10, 2026
Pacific Excel Wealth Advisors, Inc. History Closed out 0 0 — 0.56% — -3,231 -100.0% Q2 2026 Jul 06, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.09% — -2,267 -100.0% Q2 2026 Jul 16, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 — 0.09% — -2,126 -100.0% Q2 2026 Jul 13, 2026
Savant Capital, LLC History Closed out 0 0 — 0.0% — -2,057 -100.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 — 0.0% — -2,010 -100.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Closed out 0 0 — 0.0% — -1,798 -100.0% Q2 2026 Aug 13, 2026
Narus Financial Partners, LLC History Closed out 0 0 — 0.07% — -1,677 -100.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 — 0.0% — -1,635 -100.0% Q2 2026 Aug 10, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.02% — -1,547 -100.0% Q2 2026 Aug 04, 2026
IMC-Chicago, LLC History Closed out 0 0 — 0.0% — -1,513 -100.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 — 0.0% — -1,334 -100.0% Q2 2026 Sep 23, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 — 0.0% — -900 -100.0% Q2 2026 Jul 22, 2026
WELLINGTON-ALTUS USA INC. History Closed out 0 0 — 0.07% — -658 -100.0% Q2 2026 Sep 17, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -565 -100.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -413 -100.0% Q2 2026 Jul 29, 2026
DAGCO, INC. History Closed out 0 0 — 0.01% — -375 -100.0% Q2 2026 Jul 10, 2026
Merkkuri Wealth Advisors LLC History Closed out 0 0 — 0.02% — -206 -100.0% Q2 2026 Jul 27, 2026
Fortitude Family Office, LLC History Closed out 0 0 — 0.0% — -104 -100.0% Q2 2026 Jul 20, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -81 -100.0% Q2 2026 Jul 20, 2026
Financial Freedom, LLC History Closed out 0 0 — 0.0% — -64 -100.0% Q2 2026 Aug 05, 2026
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History Closed out 0 0 — 0.0% — -30 -100.0% Q2 2026 Jul 13, 2026
Longview Financial Advisors, Inc. History Closed out 0 0 — 0.0% — -25 -100.0% Q2 2026 Jul 06, 2026
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -22 -100.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q2 2026 Aug 07, 2026
Quaker Wealth Management, LLC History New 3 0 — — — +3 New Q2 2026 Jul 24, 2026
Richard W. Paul & Associates, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
IMG Wealth Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Ankerstar Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 06, 2026