J.P. Morgan Exchange-Traded Fund Trust - JEPI

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
MORGAN STANLEY History No change 48,733,339 2,752,459 0.15% 0.15% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 29,737,195 1,679,556 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 17,305,015 977,387 0.16% 0.16% 3 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,312,713 638,942 0.15% 0.15% 4 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 10,363,670 585,340 0.13% 0.13% 5 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 8,775,532 495,642 0.13% 0.13% 6 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 8,019,277 452,927 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 6,909,528 390,250 0.36% 0.36% 8 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 6,532,936 368,980 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 5,838,036 329,498 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 5,792,995 327,282 0.38% 0.38% 11 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,912,766 220,993 0.28% 0.28% 12 0 0.0% Q2 2026 Jul 29, 2026
RiverFront Investment Group, LLC History No change 3,524,615 199,070 2.63% 2.63% 13 0 0.0% Q2 2026 Jul 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,430,822 192,674 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 3,320,265 187,528 0.38% 0.38% 15 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 2,916,027 165,169 0.2% 0.2% 16 0 0.0% Q2 2026 Aug 13, 2026
Confluence Wealth Services, Inc. History No change 2,819,530 159,246 4.55% 4.55% 17 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 2,775,411 156,755 0.13% 0.13% 18 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,673,279 150,986 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 2,533,724 142,436 0.85% 0.85% 20 0 0.0% Q2 2026 Aug 17, 2026
Janney Montgomery Scott LLC History No change 2,348,909 132,666 0.26% 0.26% 21 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 2,319,514 131,006 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 2,191,296 123,764 0.12% 0.12% 23 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Advisory, LLC History No change 2,079,263 117,436 9.74% 9.74% 24 0 0.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,040,043 115,221 0.06% 0.06% 25 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 2,036,649 115,029 0.37% 0.37% 26 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,886,928 106,574 0.25% 0.25% 27 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 1,695,337 95,752 0.15% 0.15% 28 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 1,666,456 94,121 4.9% 4.9% 29 0 0.0% Q2 2026 Jul 29, 2026
FIRST FOUNDATION ADVISORS History No change 1,568,542 88,591 3.18% 3.18% 30 0 0.0% Q2 2026 Aug 14, 2026
Enstar Group LTD History No change 1,539,025 86,924 40.18% 40.18% 31 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Capital, LLC History No change 1,458,926 82,400 4.08% 4.08% 32 0 0.0% Q2 2026 Aug 17, 2026
Atlantic Union Bankshares Corp History No change 1,406,429 79,435 1.33% 1.33% 33 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 1,401,148 79,136 2.99% 2.99% 34 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 1,352,162 76,370 0.32% 0.32% 35 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 1,243,285 70,220 0.66% 0.66% 36 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 1,169,609 66,059 0.07% 0.07% 37 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 1,097,283 61,974 0.18% 0.18% 38 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 1,047,209 59,146 4.07% 4.07% 39 0 0.0% Q2 2026 Aug 11, 2026
Traynor Capital Management, Inc. History No change 1,044,284 58,981 2.71% 2.71% 40 0 0.0% Q2 2026 Jul 22, 2026
FRANKLIN RESOURCES INC History No change 1,023,352 57,798 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,020,047 57,612 0.01% 0.01% 42 0 0.0% Q2 2026 Sep 02, 2026
Foguth Wealth Management, LLC. History No change 998,741 56,319 6.41% 6.41% 43 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 989,010 55,859 0.29% 0.29% 44 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 963,150 54,398 0.07% 0.07% 45 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 962,198 54,344 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 917,272 51,807 0.24% 0.24% 47 0 0.0% Q2 2026 Aug 18, 2026
Apollon Wealth Management, LLC History No change 911,781 51,497 0.63% 0.63% 48 0 0.0% Q2 2026 Jul 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 883,142 49,879 1.09% 1.09% 49 0 0.0% Q2 2026 Jul 17, 2026
Private Advisor Group, LLC History No change 875,331 49,438 0.23% 0.23% 50 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 862,892 48,736 0.88% 0.88% 51 0 0.0% Q2 2026 Jul 31, 2026
Kathmere Capital Management, LLC History No change 858,562 48,491 2.56% 2.56% 52 0 0.0% Q2 2026 Jul 29, 2026
NOTTINGHAM ADVISORS, INC. History No change 720,889 48,035 5.74% 5.74% 53 0 0.0% Q2 2026 Jul 27, 2026
Brookstone Capital Management History No change 840,573 47,475 0.48% 0.48% 54 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 787,470 44,476 0.3% 0.3% 55 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 779,214 44,010 0.17% 0.17% 56 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 761,974 42,910 2.04% 2.04% 57 0 0.0% Q2 2026 Jul 22, 2026
First Financial Bank - Trust Division History Added to 754,758 42,432 3.06% 2.95% 58 +23,658 3.24% Q3 2026 Oct 01, 2026
PINNACLE ASSOCIATES LTD History No change 728,737 41,159 0.45% 0.45% 59 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 677,213 38,249 0.05% 0.05% 60 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 664,513 37,554 0.15% 0.15% 61 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 650,697 36,751 0.4% 0.4% 62 0 0.0% Q2 2026 Jul 28, 2026
Horizon Advisory Services, Inc. History No change 643,054 36,319 15.28% 15.28% 63 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 623,950 35,415 0.06% 0.06% 64 0 0.0% Q2 2026 Jul 15, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 617,000 34,848 2.03% 2.03% 65 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 614,920 34,730 0.39% 0.39% 66 0 0.0% Q2 2026 Jul 29, 2026
Coastal Bridge Advisors, LLC History No change 603,065 34,061 2.11% 2.11% 67 0 0.0% Q2 2026 Aug 17, 2026
Hilton Capital Management, LLC History No change 602,758 34,043 2.32% 2.32% 68 0 0.0% Q2 2026 Aug 04, 2026
CORNERSTONE ENTERPRISES, LLC History No change 567,410 32,047 14.62% 14.62% 69 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 561,809 31,730 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 555,924 31,398 0.21% 0.21% 71 0 0.0% Q2 2026 Sep 08, 2026
Cerity Partners LLC History No change 553,071 31,237 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Counsel, LLC History No change 551,241 31,134 7.33% 7.33% 73 0 0.0% Q2 2026 Jul 20, 2026
Bouchey Financial Group, Ltd. History No change 551,039 31,122 2.01% 2.01% 74 0 0.0% Q2 2026 Jul 27, 2026
CITIGROUP INC History No change 542,338 30,631 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 03, 2026
BOKF, NA History No change 527,355 29,785 0.41% 0.41% 76 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 524,142 29,603 0.29% 0.29% 77 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 518,469 29,283 0.39% 0.39% 78 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 516,205 29,155 0.14% 0.14% 79 0 0.0% Q2 2026 Jul 13, 2026
Requisite Capital Management, LLC History No change 509,299 28,765 4.75% 4.75% 80 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 503,990 28,465 0.08% 0.08% 81 0 0.0% Q2 2026 Aug 07, 2026
RATIONAL ADVISORS, INC. History No change 499,379 28,204 2.59% 2.59% 82 0 0.0% Q2 2026 Jul 24, 2026
Wagner Wealth Management, LLC History No change 482,619 27,258 5.04% 5.04% 83 0 0.0% Q2 2026 Jul 24, 2026
Curran Financial Partners, LLC History No change 461,348 26,056 3.88% 3.88% 84 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 446,014 25,190 0.12% 0.12% 85 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 444,524 25,106 0.28% 0.28% 86 0 0.0% Q2 2026 Aug 04, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 443,484 25,047 3.72% 3.72% 87 0 0.0% Q2 2026 Jul 10, 2026
Aptus Capital Advisors, LLC History No change 440,188 24,861 0.17% 0.17% 88 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 432,321 24,417 0.16% 0.16% 89 0 0.0% Q2 2026 Aug 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 430,218 24,298 0.38% 0.38% 90 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 428,862 24,222 1.44% 1.44% 91 0 0.0% Q2 2026 Aug 05, 2026
Global Wealth Management Investment Advisory, Inc. History No change 423,919 23,942 3.41% 3.41% 92 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 423,847 23,940 0.35% 0.35% 93 0 0.0% Q2 2026 Jul 15, 2026
Avantax Planning Partners, Inc. History No change 415,889 23,489 0.58% 0.58% 94 0 0.0% Q2 2026 Jul 28, 2026
HBW ADVISORY SERVICES LLC History No change 414,559 23,414 2.12% 2.12% 95 0 0.0% Q2 2026 Jul 16, 2026
CAPTRUST FINANCIAL ADVISORS History No change 406,844 22,978 0.04% 0.04% 96 0 0.0% Q2 2026 Aug 13, 2026
Melia Wealth LLC History No change 404,606 22,852 13.16% 13.16% 97 0 0.0% Q2 2026 Aug 17, 2026
J.W. COLE ADVISORS, INC. History No change 391,298 22,100 0.38% 0.38% 98 0 0.0% Q2 2026 Jul 21, 2026
TigerOak Management, L.L.C. History No change 386,664 21,838 6.13% 6.13% 99 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 382,036 21,554 0.43% 0.43% 100 0 0.0% Q2 2026 Jul 29, 2026
JANE STREET GROUP, LLC History No change 381,400 21,541 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 378,385 21,371 0.23% 0.23% 102 0 0.0% Q2 2026 Aug 03, 2026
Wealthfront Advisers LLC History No change 375,490 21,207 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 371,380 20,975 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 19, 2026
PRINCIPAL SECURITIES, INC. History No change 370,279 20,913 0.25% 0.25% 105 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History No change 366,544 20,841 0.29% 0.29% 106 0 0.0% Q2 2026 Jul 08, 2026
EP Wealth Advisors, LLC History No change 368,013 20,785 0.08% 0.08% 107 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 364,432 20,583 0.77% 0.77% 108 0 0.0% Q2 2026 Aug 06, 2026
Cooper Financial Group History No change 362,108 20,451 1.7% 1.7% 109 0 0.0% Q2 2026 Jul 08, 2026
BLAIR WILLIAM & CO/IL History No change 360,228 20,345 0.05% 0.05% 110 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 360,022 20,334 4.0% 4.0% 111 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisory Services, LLC History No change 358,114 20,226 1.25% 1.25% 112 0 0.0% Q2 2026 Jul 23, 2026
Rezny Wealth Management, Inc. History No change 354,274 20,009 3.46% 3.46% 113 0 0.0% Q2 2026 Jul 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 346,505 19,578 0.11% 0.11% 114 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 346,290 19,558 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 338,122 19,097 0.11% 0.11% 116 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 324,851 18,347 0.25% 0.25% 117 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 320,961 18,127 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 318,695 17,999 0.2% 0.2% 119 0 0.0% Q2 2026 Aug 04, 2026
Tenzing Financial LLC History No change 313,229 17,775 12.21% 12.21% 120 0 0.0% Q2 2026 Jul 09, 2026
Columbus Macro, LLC History No change 313,169 17,687 1.72% 1.72% 121 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 312,134 17,629 0.2% 0.2% 122 0 0.0% Q2 2026 Aug 12, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 310,180 17,518 2.22% 2.22% 123 0 0.0% Q2 2026 Aug 25, 2026
ARROW FINANCIAL CORP History No change 307,394 17,361 1.56% 1.56% 124 0 0.0% Q2 2026 Jul 31, 2026
1 NORTH WEALTH SERVICES LLC History No change 306,541 17,313 5.66% 5.66% 125 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History No change 302,976 17,112 0.35% 0.35% 126 0 0.0% Q2 2026 Aug 06, 2026
Americana Partners, LLC History No change 300,653 16,980 0.38% 0.38% 127 0 0.0% Q2 2026 Aug 05, 2026
SFMG, LLC History No change 298,098 16,836 1.01% 1.01% 128 0 0.0% Q2 2026 Aug 13, 2026
Steele Capital Management, Inc. History No change 293,175 16,558 0.61% 0.61% 129 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 292,360 16,512 0.75% 0.75% 130 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History No change 280,366 15,835 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
Tradition Wealth Management, LLC History No change 278,316 15,719 0.96% 0.96% 132 0 0.0% Q2 2026 Aug 11, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 277,689 15,683 2.6% 2.6% 133 0 0.0% Q2 2026 Aug 04, 2026
Bernardo Wealth Planning LLC History No change 277,579 15,677 2.68% 2.68% 134 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 276,865 15,637 0.06% 0.06% 135 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 276,346 15,608 0.09% 0.09% 136 0 0.0% Q2 2026 Jul 24, 2026
Mountain Capital Investment Advisors Inc. History No change 275,402 15,554 2.22% 2.22% 137 0 0.0% Q2 2026 Jul 14, 2026
Everest Financial Group LLC History No change 274,028 15,477 2.1% 2.1% 138 0 0.0% Q2 2026 Aug 10, 2026
FAGAN ASSOCIATES, INC. History No change 269,887 15,243 1.88% 1.88% 139 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 267,107 15,086 8.22% 8.22% 140 0 0.0% Q2 2026 Aug 07, 2026
APPLETON PARTNERS INC/MA History No change 266,226 15,036 0.92% 0.92% 141 0 0.0% Q2 2026 Jul 21, 2026
Financial Futures Ltd Liability Co. History No change 262,598 14,831 5.65% 5.65% 142 0 0.0% Q2 2026 Jul 27, 2026
Legacy Edge Advisors, LLC History No change 262,507 14,826 1.36% 1.36% 143 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 261,762 14,784 0.34% 0.34% 144 0 0.0% Q2 2026 Jul 22, 2026
PATTEN & PATTEN INC/TN History No change 258,510 14,600 0.77% 0.77% 145 0 0.0% Q2 2026 Aug 05, 2026
Eaton Financial Holdings Company, LLC History No change 257,677 14,553 4.0% 4.0% 146 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History No change 256,056 14,462 0.38% 0.38% 147 0 0.0% Q2 2026 Aug 14, 2026
FLOYD FINANCIAL GROUP LLC History No change 254,043 14,373 9.39% 9.39% 148 0 0.0% Q2 2026 Jul 22, 2026
Magnus Financial Group LLC History No change 253,551 14,320 1.01% 1.01% 149 0 0.0% Q2 2026 Jul 09, 2026
Indivisible Partners History No change 251,958 14,230 0.8% 0.8% 150 0 0.0% Q2 2026 Aug 04, 2026
Prentice Wealth Management LLC History No change 251,390 14,198 2.93% 2.93% 151 0 0.0% Q2 2026 Jul 15, 2026
Rakuten Investment Management, Inc. History No change 251,534 14,196 0.04% 0.04% 152 0 0.0% Q2 2026 Aug 17, 2026
World Investment Advisors History No change 250,363 14,184 0.23% 0.23% 153 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 247,393 13,972 0.17% 0.17% 154 0 0.0% Q2 2026 Aug 18, 2026
Trinity Legacy Partners, LLC History No change 244,454 13,928 2.78% 2.78% 155 0 0.0% Q2 2026 Jul 24, 2026
Signature Wealth Management Partners, LLC History No change 245,018 13,838 6.45% 6.45% 156 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 240,849 13,603 0.26% 0.26% 157 0 0.0% Q2 2026 Jul 09, 2026
Fermata Advisors, LLC History No change 240,393 13,577 2.75% 2.75% 158 0 0.0% Q2 2026 Jul 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 237,900 13,436 0.54% 0.54% 159 0 0.0% Q2 2026 Jul 27, 2026
John A. Wolfe & Associates, Inc. History No change 234,023 13,217 18.21% 18.21% 160 0 0.0% Q2 2026 Jul 29, 2026
Mechanics Bank Trust Department History No change 229,937 12,986 1.61% 1.61% 161 0 0.0% Q2 2026 Jul 07, 2026
MTM FINANCIAL GROUP, LLC History No change 228,835 12,924 5.54% 5.54% 162 0 0.0% Q2 2026 Jul 27, 2026
St. Clair Advisors, LLC History No change 226,145 12,772 3.29% 3.29% 163 0 0.0% Q2 2026 Jul 06, 2026
WESTWOOD HOLDINGS GROUP INC History No change 224,945 12,704 0.1% 0.1% 164 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 224,919 12,701 1.37% 1.37% 165 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 223,721 12,635 3.64% 3.64% 166 0 0.0% Q2 2026 Jul 14, 2026
WEDBUSH SECURITIES INC History No change 223,130 12,602 0.33% 0.33% 167 0 0.0% Q2 2026 Jul 28, 2026
IVC Wealth Advisors LLC History No change 223,038 12,597 4.91% 4.91% 168 0 0.0% Q2 2026 Jul 14, 2026
NATIXIS ADVISORS, LLC History No change 218,401 12,335 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
Financial Guidance Group, Inc. History No change 218,014 12,313 4.61% 4.61% 170 0 0.0% Q2 2026 Jul 22, 2026
Concurrent Investment Advisors, LLC History No change 216,817 12,245 0.1% 0.1% 171 0 0.0% Q2 2026 Jul 27, 2026
Allen Capital Group, LLC History No change 216,664 12,237 1.0% 1.0% 172 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 216,551 12,230 0.13% 0.13% 173 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 216,005 12,200 0.4% 0.4% 174 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Retirement, LLC History No change 211,573 11,949 0.66% 0.66% 175 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 209,275 11,819 0.13% 0.13% 176 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 208,925 11,800 0.15% 0.15% 177 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 208,492 11,775 0.33% 0.33% 178 0 0.0% Q2 2026 Jul 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 204,117 11,528 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History No change 203,714 11,505 0.57% 0.57% 180 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 203,620 11,500 0.09% 0.09% 181 0 0.0% Q2 2026 Jul 17, 2026
CreativeOne Wealth, LLC History No change 201,798 11,397 0.25% 0.25% 182 0 0.0% Q2 2026 Aug 13, 2026
First National Advisers, LLC History No change 198,912 11,235 1.58% 1.58% 183 0 0.0% Q2 2026 Jul 21, 2026
POWER WEALTH MANAGEMENT LLC History No change 198,717 11,223 3.86% 3.86% 184 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD SECURITIES, INC. History No change 197,548 11,157 0.64% 0.64% 185 0 0.0% Q2 2026 Jul 15, 2026
Rooted Wealth Advisors, Inc. History No change 195,739 11,055 2.71% 2.71% 186 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 195,686 11,052 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 03, 2026
Decker Retirement Planning Inc. History No change 193,043 10,903 3.71% 3.71% 188 0 0.0% Q2 2026 Jul 16, 2026
ADG Wealth Management Group, LLC History No change 191,834 10,834 6.88% 6.88% 189 0 0.0% Q2 2026 Jul 27, 2026
Curtis Advisory Group, LLC History No change 191,292 10,804 2.1% 2.1% 190 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 188,450 10,643 0.38% 0.38% 191 0 0.0% Q2 2026 Aug 12, 2026
MBA Advisors LLC History No change 188,376 10,639 3.58% 3.58% 192 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 187,759 10,604 0.24% 0.24% 193 0 0.0% Q2 2026 Aug 05, 2026
Perkins Coie Trust Co History No change 187,367 10,580 1.75% 1.75% 194 0 0.0% Q2 2026 Jul 09, 2026
Cassia Capital Partners, LLC History No change 186,743 10,547 5.11% 5.11% 195 0 0.0% Q2 2026 Jul 30, 2026
FIRST HAWAIIAN BANK History No change 186,472 10,531 1.33% 1.33% 196 0 0.0% Q2 2026 Jul 13, 2026
Argent Trust Co History No change 185,256 10,463 0.3% 0.3% 197 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Advisors Inc. History No change 181,433 10,247 1.76% 1.76% 198 0 0.0% Q2 2026 Jul 16, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 180,861 10,215 0.57% 0.57% 199 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 180,844 10,214 0.19% 0.19% 200 0 0.0% Q2 2026 Jul 15, 2026
Montis Financial, LLC History No change 180,176 10,176 2.08% 2.08% 201 0 0.0% Q2 2026 Aug 05, 2026
Edgemoor Investment Advisors, Inc. History No change 177,479 10,024 0.68% 0.68% 202 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 178,262 10,002 0.03% 0.03% 203 0 0.0% Q2 2026 Jul 27, 2026
Global Assets Advisory, LLC History No change 175,115 9,847 2.15% 2.15% 204 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 173,404 9,793 0.15% 0.15% 205 0 0.0% Q2 2026 Aug 10, 2026
SageGuard Financial Group, LLC History No change 172,323 9,732 1.37% 1.37% 206 0 0.0% Q2 2026 Jul 27, 2026
F/m Investments LLC History No change 171,320 9,676 0.49% 0.49% 207 0 0.0% Q2 2026 Aug 05, 2026
EASTERN BANK History No change 170,656 9,638 0.15% 0.15% 208 0 0.0% Q2 2026 Jul 01, 2026
CENTRAL TRUST Co History No change 169,687 9,583 0.17% 0.17% 209 0 0.0% Q2 2026 Jul 31, 2026
Koshinski Asset Management, Inc. History No change 167,985 9,487 0.51% 0.51% 210 0 0.0% Q2 2026 Jul 27, 2026
INTEGRITY ALLIANCE, LLC. History No change 167,848 9,480 0.3% 0.3% 211 0 0.0% Q2 2026 Jul 31, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 166,377 9,390 1.08% 1.08% 212 0 0.0% Q2 2026 Jul 23, 2026
Krilogy Financial LLC History No change 165,553 9,350 0.28% 0.28% 213 0 0.0% Q2 2026 Jul 27, 2026
Scott Capital Advisors, LLC History No change 162,601 9,183 1.44% 1.44% 214 0 0.0% Q2 2026 Jul 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 162,624 9,178 0.26% 0.26% 215 0 0.0% Q2 2026 Aug 07, 2026
DeDora Capital, Inc. History No change 159,611 9,014 1.96% 1.96% 216 0 0.0% Q2 2026 Jul 13, 2026
Granite Bay Wealth Management, LLC History No change 158,475 8,951 0.82% 0.82% 217 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 158,461 8,949 0.92% 0.92% 218 0 0.0% Q2 2026 Jul 16, 2026
Merit Financial Group, LLC History No change 157,668 8,905 0.05% 0.05% 219 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 156,548 8,841 2.21% 2.21% 220 0 0.0% Q2 2026 Aug 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 156,481 8,838 0.98% 0.98% 221 0 0.0% Q2 2026 Jul 09, 2026
Pacific Center for Financial Services History No change 154,440 8,722 1.95% 1.95% 222 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 153,744 8,683 0.14% 0.14% 223 0 0.0% Q2 2026 Jul 31, 2026
Fairway Wealth LLC History No change 152,703 8,624 1.97% 1.97% 224 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 150,205 8,429 0.5% 0.5% 225 0 0.0% Q2 2026 Jul 22, 2026
NCM Capital Management, LLC History No change 148,820 8,405 2.59% 2.59% 226 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 147,628 8,338 1.77% 1.77% 227 0 0.0% Q2 2026 Jul 29, 2026
Sterling Investment Advisors, Ltd. History No change 147,147 8,310 1.39% 1.39% 228 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 146,434 8,270 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 30, 2026
Sulzberger Capital Advisors, Inc. History No change 146,306 8,263 8.07% 8.07% 230 0 0.0% Q2 2026 Jul 17, 2026
NWF Advisory Services Inc. History No change 144,285 8,149 0.77% 0.77% 231 0 0.0% Q2 2026 Jul 29, 2026
CFO4Life Group, LLC History No change 143,665 8,114 1.09% 1.09% 232 0 0.0% Q2 2026 Aug 12, 2026
SMART Wealth LLC History No change 143,327 8,095 1.74% 1.74% 233 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 142,863 8,068 0.15% 0.15% 234 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 142,628 8,055 0.31% 0.31% 235 0 0.0% Q2 2026 Jul 23, 2026
CVA Family Office, LLC History No change 142,494 8,048 0.73% 0.73% 236 0 0.0% Q2 2026 Aug 07, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 141,906 8,014 0.65% 0.65% 237 0 0.0% Q2 2026 Aug 05, 2026
Madrona Financial Services, LLC History No change 140,005 7,907 1.46% 1.46% 238 0 0.0% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History No change 139,974 7,905 0.27% 0.27% 239 0 0.0% Q2 2026 Jul 24, 2026
Aprio Wealth Management, LLC History No change 139,896 7,901 0.39% 0.39% 240 0 0.0% Q2 2026 Jul 24, 2026
Garden State Investment Advisory Services LLC History No change 138,440 7,819 1.41% 1.41% 241 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 137,742 7,780 0.3% 0.3% 242 0 0.0% Q2 2026 Aug 17, 2026
Snowden Capital Advisors LLC History No change 137,343 7,757 0.18% 0.18% 243 0 0.0% Q2 2026 Aug 13, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 136,335 7,700 2.41% 2.41% 244 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 134,823 7,614 0.12% 0.12% 245 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 133,657 7,548 0.06% 0.06% 246 0 0.0% Q2 2026 Aug 06, 2026
Intrepid Financial Planning Group LLC History No change 133,479 7,538 2.56% 2.56% 247 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 132,174 7,465 0.08% 0.08% 248 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 131,947 7,452 1.39% 1.39% 249 0 0.0% Q2 2026 Aug 10, 2026
New England Private Wealth Advisors LLC History No change 130,776 7,428 0.72% 0.72% 250 0 0.0% Q2 2026 Aug 04, 2026
Turn8 Private Wealth Inc. History No change 129,107 7,393 4.93% 4.93% 251 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 130,729 7,378 0.24% 0.24% 252 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors Wealth Management, LLC History No change 129,883 7,335 0.86% 0.86% 253 0 0.0% Q2 2026 Jul 23, 2026
Financial Alternatives, Inc History No change 129,653 7,322 3.61% 3.61% 254 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 129,579 7,318 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 129,411 7,309 0.28% 0.28% 256 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 129,123 7,292 0.18% 0.18% 257 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial Wealth Advisors, LLC History No change 129,091 7,291 0.93% 0.93% 258 0 0.0% Q2 2026 Jul 15, 2026
StrongBox Wealth, LLC History No change 127,988 7,228 2.06% 2.06% 259 0 0.0% Q2 2026 Jul 23, 2026
NICOLET BANKSHARES INC History No change 125,285 7,076 0.22% 0.22% 260 0 0.0% Q2 2026 Aug 11, 2026
Mayfair Advisory Group, LLC History No change 123,132 6,993 2.11% 2.11% 261 0 0.0% Q2 2026 Aug 11, 2026
KFG WEALTH MANAGEMENT, LLC History No change 121,768 6,877 0.78% 0.78% 262 0 0.0% Q2 2026 Jul 22, 2026
Strategic Wealth Partners, Ltd. History No change 121,186 6,844 0.42% 0.42% 263 0 0.0% Q2 2026 Aug 12, 2026
Three Magnolias Financial Advisors, LLC History No change 119,983 6,776 3.78% 3.78% 264 0 0.0% Q2 2026 Jul 31, 2026
Leelyn Smith, LLC History No change 119,192 6,731 0.82% 0.82% 265 0 0.0% Q2 2026 Jul 23, 2026
CIBC WORLD MARKET INC. History No change 119,160 6,730 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 117,781 6,652 0.76% 0.76% 267 0 0.0% Q2 2026 Aug 10, 2026
Lebenthal Global Advisors, LLC History No change 117,271 6,623 0.89% 0.89% 268 0 0.0% Q2 2026 Jul 30, 2026
Aureum Wealth Management, LLC History No change 117,157 6,617 4.1% 4.1% 269 0 0.0% Q2 2026 Jul 22, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 117,031 6,609 1.08% 1.08% 270 0 0.0% Q2 2026 Jul 27, 2026
Community Financial Services Group, LLC History No change 117,545 6,596 0.96% 0.96% 271 0 0.0% Q2 2026 Jul 09, 2026
Diversify Advisory Services, LLC History No change 115,465 6,591 0.11% 0.11% 272 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 115,465 6,591 0.11% 0.11% 273 0 0.0% Q2 2026 Jul 29, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 116,375 6,572 0.61% 0.61% 274 0 0.0% Q2 2026 Jul 09, 2026
Caprock Group, LLC History No change 115,149 6,503 0.12% 0.12% 275 0 0.0% Q2 2026 Jul 27, 2026
Saxony Capital Management, LLC History No change 114,858 6,487 2.97% 2.97% 276 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 114,777 6,483 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 10, 2026
SeaCrest Wealth Management, LLC History No change 114,678 6,477 0.72% 0.72% 278 0 0.0% Q2 2026 Jul 09, 2026
Investment Partners Asset Management, Inc. History No change 114,098 6,444 3.58% 3.58% 279 0 0.0% Q2 2026 Jul 24, 2026
Soltis Investment Advisors LLC History No change 114,039 6,440 0.36% 0.36% 280 0 0.0% Q2 2026 Jul 31, 2026
Campbell Deegan Wealth Management, LLC History No change 112,578 6,358 4.51% 4.51% 281 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 111,831 6,316 0.25% 0.25% 282 0 0.0% Q2 2026 Aug 14, 2026
BEAM WEALTH ADVISORS, INC. History No change 111,463 6,295 1.39% 1.39% 283 0 0.0% Q2 2026 Jul 29, 2026
Intrua Financial, LLC History No change 111,071 6,273 0.57% 0.57% 284 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 110,034 6,214 0.19% 0.19% 285 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 109,704 6,196 0.3% 0.3% 286 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 109,605 6,190 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
Vivid Wealth Management, LLC History No change 109,173 6,166 2.17% 2.17% 288 0 0.0% Q2 2026 Jul 28, 2026
Thayer Partners, LLC / MA History No change 108,911 6,151 2.55% 2.55% 289 0 0.0% Q2 2026 Jul 31, 2026
WINCAP FINANCIAL LLC History No change 108,719 6,140 3.32% 3.32% 290 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 108,085 6,104 0.11% 0.11% 291 0 0.0% Q2 2026 Aug 12, 2026
Perissos Private Wealth Management, LLC History No change 107,822 6,089 4.11% 4.11% 292 0 0.0% Q2 2026 Aug 13, 2026
Blue Water Asset Management History No change 107,520 6,072 1.96% 1.96% 293 0 0.0% Q2 2026 Aug 03, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 107,221 6,055 0.95% 0.95% 294 0 0.0% Q2 2026 Jul 15, 2026
Selective Wealth Management, Inc. History No change 107,068 6,054 1.59% 1.59% 295 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 107,183 6,053 0.09% 0.09% 296 0 0.0% Q2 2026 Aug 06, 2026
MONEY CONCEPTS CAPITAL CORP History No change 107,058 6,046 0.28% 0.28% 297 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 106,552 6,018 0.17% 0.17% 298 0 0.0% Q2 2026 Aug 10, 2026
Avior Wealth Management, LLC History No change 106,114 5,993 0.16% 0.16% 299 0 0.0% Q2 2026 Jul 07, 2026
Southeast Asset Advisors, LLC History No change 106,013 5,987 0.61% 0.61% 300 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 105,759 5,973 0.06% 0.06% 301 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 105,425 5,954 0.9% 0.9% 302 0 0.0% Q2 2026 Jul 23, 2026
Merkkuri Wealth Advisors LLC History No change 105,369 5,951 3.69% 3.69% 303 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Trust, LLC History No change 105,133 5,937 0.78% 0.78% 304 0 0.0% Q2 2026 Aug 06, 2026
CAHILL FINANCIAL ADVISORS INC History No change 104,359 5,894 0.57% 0.57% 305 0 0.0% Q2 2026 Aug 11, 2026
Cascade Wealth Advisors, Inc History No change 101,978 5,871 2.36% 2.36% 306 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 103,938 5,870 2.05% 2.05% 307 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 103,347 5,837 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 102,915 5,812 0.03% 0.03% 309 0 0.0% Q2 2026 Sep 23, 2026
Allred Capital Management, LLC History No change 102,788 5,805 1.91% 1.91% 310 0 0.0% Q2 2026 Aug 12, 2026
Visionary Wealth Advisors History No change 102,686 5,799 0.23% 0.23% 311 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 102,642 5,797 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 27, 2026
Eagle Bluffs Wealth Management LLC History No change 102,284 5,777 1.93% 1.93% 313 0 0.0% Q2 2026 Aug 06, 2026
Base Wealth Management LLC History No change 100,404 5,670 2.64% 2.64% 314 0 0.0% Q2 2026 Jul 22, 2026
Centurion Wealth Management LLC History No change 100,301 5,664 1.35% 1.35% 315 0 0.0% Q2 2026 Jul 09, 2026
PENNEY FINANCIAL, LLC History No change 100,261 5,662 1.98% 1.98% 316 0 0.0% Q2 2026 Jul 22, 2026
Perigon Wealth Management, LLC History No change 100,115 5,654 0.09% 0.09% 317 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 99,777 5,635 0.38% 0.38% 318 0 0.0% Q2 2026 Aug 06, 2026
Focused Wealth Management, Inc History No change 98,934 5,587 0.49% 0.49% 319 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 98,676 5,573 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 14, 2026
Bauman Advisory Group, LLC History No change 98,124 5,542 2.93% 2.93% 321 0 0.0% Q2 2026 Aug 04, 2026
Talon Private Wealth, LLC History No change 97,586 5,511 0.64% 0.64% 322 0 0.0% Q2 2026 Sep 11, 2026
OneDigital Investment Advisors LLC History No change 97,266 5,493 0.05% 0.05% 323 0 0.0% Q2 2026 Aug 06, 2026
J. Team Financial, Inc. History No change 97,071 5,482 5.33% 5.33% 324 0 0.0% Q2 2026 Jul 27, 2026
Thomasville National Bank History No change 96,826 5,468 0.3% 0.3% 325 0 0.0% Q2 2026 Jul 20, 2026
Joseph P. Lucia & Associates, LLC History No change 96,503 5,450 1.64% 1.64% 326 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 95,863 5,414 0.1% 0.1% 327 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation Strategies LLC History No change 95,438 5,390 0.83% 0.83% 328 0 0.0% Q2 2026 Aug 17, 2026
NORTHERN TRUST CORP History No change 95,380 5,387 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
S&A Financial Services, Inc. History No change 94,713 5,349 3.27% 3.27% 330 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 94,690 5,348 0.05% 0.05% 331 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC History Reduced 95,011 5,341 0.39% 0.49% 332 -19,866 -17.29% Q3 2026 Oct 01, 2026
Pathstone Holdings, LLC History No change 94,099 5,314 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 93,704 5,292 0.2% 0.2% 334 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 93,290 5,269 0.55% 0.55% 335 0 0.0% Q2 2026 Jul 30, 2026
MISSION WEALTH MANAGEMENT, LP History No change 93,263 5,267 0.06% 0.06% 336 0 0.0% Q2 2026 Jul 20, 2026
Western Wealth Management, LLC History No change 92,680 5,234 0.17% 0.17% 337 0 0.0% Q2 2026 Aug 14, 2026
Snider Financial Group History No change 92,400 5,218 1.33% 1.33% 338 0 0.0% Q2 2026 Jul 14, 2026
Ulland Investment Advisors, LLC History No change 91,995 5,196 3.83% 3.83% 339 0 0.0% Q2 2026 Jul 16, 2026
Vienna Asset Management LLC History No change 91,130 5,147 3.6% 3.6% 340 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 90,974 5,138 0.05% 0.05% 341 0 0.0% Q2 2026 Jul 24, 2026
Clark Wealth Partners History No change 90,809 5,128 2.9% 2.9% 342 0 0.0% Q2 2026 Jul 28, 2026
Continuum Advisory, LLC History No change 90,569 5,115 0.41% 0.41% 343 0 0.0% Q2 2026 Aug 06, 2026
Vavra Capital Management, LLC History No change 89,993 5,082 4.45% 4.45% 344 0 0.0% Q2 2026 Jul 23, 2026
TBH Global Asset Management, LLC History No change 89,894 5,077 0.93% 0.93% 345 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 88,958 5,024 0.25% 0.25% 346 0 0.0% Q2 2026 Aug 10, 2026
Whalen Wealth Management Inc. History No change 88,772 5,013 2.26% 2.26% 347 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 88,697 5,009 0.11% 0.11% 348 0 0.0% Q2 2026 Aug 03, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 88,282 4,986 0.12% 0.12% 349 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 88,170 4,979 0.05% 0.05% 350 0 0.0% Q2 2026 Aug 11, 2026
Safe Harbor Fiduciary, LLC History No change 87,474 4,940 3.85% 3.85% 351 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 87,032 4,915 0.05% 0.05% 352 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 86,798 4,902 0.09% 0.09% 353 0 0.0% Q2 2026 Aug 04, 2026
Peregrine Asset Advisers, Inc. History No change 86,632 4,892 1.06% 1.06% 354 0 0.0% Q2 2026 Aug 10, 2026
FLAGSTAR SECURITIES, INC History No change 86,517 4,886 1.48% 1.48% 355 0 0.0% Q2 2026 Jul 15, 2026
Boston Partners History No change 86,360 4,877 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 04, 2026
Integrated Financial Solutions, Inc. History No change 86,245 4,871 2.63% 2.63% 357 0 0.0% Q2 2026 Jul 16, 2026
Thrive Capital Management, LLC History No change 86,034 4,859 0.92% 0.92% 358 0 0.0% Q2 2026 Aug 05, 2026
Troutman Wealth Management, LLC History No change 85,876 4,850 3.73% 3.73% 359 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 85,664 4,838 0.1% 0.1% 360 0 0.0% Q2 2026 Aug 14, 2026
WEALTHSPAN PARTNERS, LLC History No change 85,481 4,827 1.52% 1.52% 361 0 0.0% Q2 2026 Aug 06, 2026
Kingstone Capital Partners Texas, LLC History No change 85,199 4,812 2.56% 2.56% 362 0 0.0% Q2 2026 Aug 10, 2026
Wick Capital Partners, LLC History No change 85,182 4,811 0.73% 0.73% 363 0 0.0% Q2 2026 Aug 14, 2026
LifeWealth Investments, LLC History No change 85,004 4,801 1.28% 1.28% 364 0 0.0% Q2 2026 Jul 16, 2026
Summit Wealth Partners, LLC History No change 84,505 4,772 0.68% 0.68% 365 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Advisory Services, LLC History No change 84,240 4,757 0.1% 0.1% 366 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 84,011 4,744 0.08% 0.08% 367 0 0.0% Q2 2026 Aug 10, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 83,881 4,737 1.61% 1.61% 368 0 0.0% Q2 2026 Jul 30, 2026
RETIREMENT GUYS FORMULA LLC History No change 83,530 4,717 1.78% 1.78% 369 0 0.0% Q2 2026 Jul 30, 2026
TrustBank History No change 82,691 4,670 1.59% 1.59% 370 0 0.0% Q2 2026 Jul 20, 2026
CALTON & ASSOCIATES, INC. History No change 82,507 4,659 0.68% 0.68% 371 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 82,291 4,647 0.03% 0.03% 372 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 81,743 4,613 0.25% 0.25% 373 0 0.0% Q2 2026 Jul 14, 2026
Slagle Financial, LLC History No change 81,443 4,599 1.38% 1.38% 374 0 0.0% Q2 2026 Jul 29, 2026
J HAGAN CAPITAL, INC. History No change 81,195 4,585 2.12% 2.12% 375 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 80,906 4,569 0.22% 0.22% 376 0 0.0% Q2 2026 Jul 23, 2026
4WEALTH ADVISORS, INC. History No change 80,521 4,544 3.49% 3.49% 377 0 0.0% Q2 2026 Jul 17, 2026
Sowell Financial Services LLC History No change 80,304 4,535 0.15% 0.15% 378 0 0.0% Q2 2026 Jul 17, 2026
LOWERY THOMAS, LLC History No change 80,090 4,523 2.21% 2.21% 379 0 0.0% Q2 2026 Jul 29, 2026
IFP Advisors, Inc History No change 79,641 4,498 0.08% 0.08% 380 0 0.0% Q2 2026 Jul 20, 2026
Windsor Capital Management, LLC History No change 79,364 4,482 1.16% 1.16% 381 0 0.0% Q2 2026 Jul 08, 2026
RDA Financial Network History No change 78,821 4,451 0.97% 0.97% 382 0 0.0% Q2 2026 Jul 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 78,706 4,445 0.84% 0.84% 383 0 0.0% Q2 2026 Aug 06, 2026
SkyOak Wealth, LLC History No change 78,136 4,413 0.72% 0.72% 384 0 0.0% Q2 2026 Jul 30, 2026
Onyx Bridge Wealth Group LLC History No change 77,627 4,384 0.39% 0.39% 385 0 0.0% Q2 2026 Jul 23, 2026
MOR Wealth Management, LLC History No change 77,612 4,383 1.75% 1.75% 386 0 0.0% Q2 2026 Aug 06, 2026
Weinberger Asset Management, Inc History No change 76,226 4,371 1.4% 1.4% 387 0 0.0% Q2 2026 Aug 05, 2026
21 West Wealth Management LLC History No change 76,754 4,335 3.7% 3.7% 388 0 0.0% Q2 2026 Jul 13, 2026
Trajan Wealth LLC History No change 76,602 4,326 0.16% 0.16% 389 0 0.0% Q2 2026 Aug 13, 2026
FourThought Financial Partners, LLC History No change 76,563 4,324 0.33% 0.33% 390 0 0.0% Q2 2026 Aug 12, 2026
JSF Financial, LLC History No change 76,473 4,319 0.68% 0.68% 391 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 76,285 4,308 0.05% 0.05% 392 0 0.0% Q2 2026 Aug 10, 2026
Semus Wealth Partners LLC History No change 75,807 4,281 2.07% 2.07% 393 0 0.0% Q2 2026 Aug 10, 2026
Henderson Brothers Financial Partners, LLC History No change 75,586 4,269 2.02% 2.02% 394 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 75,536 4,266 0.03% 0.03% 395 0 0.0% Q2 2026 Jul 20, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 75,535 4,266 0.26% 0.26% 396 0 0.0% Q2 2026 Jul 13, 2026
M.E. ALLISON & CO., INC. History No change 75,481 4,263 2.45% 2.45% 397 0 0.0% Q2 2026 Jul 07, 2026
SCOTIA CAPITAL INC. History No change 75,389 4,258 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 75,293 4,252 0.27% 0.27% 399 0 0.0% Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History No change 73,972 4,177 0.08% 0.08% 400 0 0.0% Q2 2026 Aug 06, 2026
Principle Wealth Partners LLC History No change 72,467 4,092 0.2% 0.2% 401 0 0.0% Q2 2026 Aug 07, 2026
Grantvest Financial Group LLC History No change 72,285 4,082 2.37% 2.37% 402 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 72,079 4,071 0.58% 0.58% 403 0 0.0% Q2 2026 Jul 16, 2026
Fairway Financial, LLC History No change 72,062 4,070 2.78% 2.78% 404 0 0.0% Q2 2026 Aug 03, 2026
RFG Advisory, LLC History No change 71,955 4,063 0.06% 0.06% 405 0 0.0% Q2 2026 Jul 15, 2026
Capstone Wealth Management Group, Inc. History No change 71,089 4,015 2.42% 2.42% 406 0 0.0% Q2 2026 Jul 27, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 70,104 3,959 0.63% 0.63% 407 0 0.0% Q2 2026 Jul 24, 2026
Teamwork Financial Advisors, LLC History No change 69,767 3,940 0.36% 0.36% 408 0 0.0% Q2 2026 Jul 08, 2026
Security National Bank History No change 69,402 3,919 0.47% 0.47% 409 0 0.0% Q2 2026 Jul 15, 2026
Investment Advisory Services Group LLC History No change 69,156 3,905 2.86% 2.86% 410 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 69,131 3,904 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
LongView Wealth Management History No change 69,132 3,904 1.0% 1.0% 412 0 0.0% Q2 2026 Jul 17, 2026
PLANNING DIRECTIONS INC History No change 69,044 3,899 1.81% 1.81% 413 0 0.0% Q2 2026 Aug 10, 2026
Hexagon Capital Partners LLC History No change 68,220 3,853 0.54% 0.54% 414 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 67,996 3,840 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 14, 2026
WMS Group LLC History No change 67,959 3,838 4.95% 4.95% 416 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 67,863 3,832 0.06% 0.06% 417 0 0.0% Q2 2026 Aug 05, 2026
Oasis Advisors, LLC History No change 67,470 3,810 2.47% 2.47% 418 0 0.0% Q2 2026 Jul 30, 2026
RPg Family Wealth Advisory, LLC History No change 66,758 3,770 0.78% 0.78% 419 0 0.0% Q2 2026 Aug 04, 2026
SIERRA OCEAN, LLC History No change 66,717 3,768 2.61% 2.61% 420 0 0.0% Q2 2026 Aug 07, 2026
Ignite Planners, LLC History No change 66,208 3,739 0.51% 0.51% 421 0 0.0% Q2 2026 Jul 23, 2026
SAX WEALTH ADVISORS, LLC History No change 65,547 3,715 0.15% 0.15% 422 0 0.0% Q2 2026 Jul 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 65,726 3,712 0.18% 0.18% 423 0 0.0% Q2 2026 Jul 20, 2026
NFSG Corp History No change 65,652 3,708 0.46% 0.46% 424 0 0.0% Q2 2026 Aug 14, 2026
Register Financial Advisors LLC History No change 65,628 3,706 1.14% 1.14% 425 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 65,708 3,694 0.99% 1.08% 426 -7,483 -10.22% Q3 2026 Oct 02, 2026
Kovack Advisors, Inc. History No change 64,701 3,633 0.17% 0.17% 427 0 0.0% Q2 2026 Jul 28, 2026
Inspire Advisors, LLC History No change 64,325 3,633 0.25% 0.25% 428 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 64,300 3,632 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 07, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 63,599 3,592 0.37% 0.37% 430 0 0.0% Q2 2026 Jul 27, 2026
VeraBank, N.A. History No change 63,207 3,569 0.59% 0.59% 431 0 0.0% Q2 2026 Aug 05, 2026
Clarity Wealth Advisors, LLC History No change 62,799 3,546 0.63% 0.63% 432 0 0.0% Q2 2026 Jul 24, 2026
Herold Advisors, Inc. History No change 62,700 3,535 0.7% 0.7% 433 0 0.0% Q2 2026 Jul 22, 2026
WNY Asset Management, LLC History No change 62,509 3,530 0.32% 0.32% 434 0 0.0% Q2 2026 Aug 17, 2026
Advisory Alpha, LLC History No change 62,147 3,510 0.09% 0.09% 435 0 0.0% Q2 2026 Aug 11, 2026
J2 Capital Management Inc History No change 61,550 3,476 2.34% 2.34% 436 0 0.0% Q2 2026 Jul 20, 2026
Lewis Asset Management, LLC History No change 61,477 3,472 1.22% 1.22% 437 0 0.0% Q2 2026 Jul 21, 2026
American Trust History No change 61,332 3,464 0.27% 0.27% 438 0 0.0% Q2 2026 Aug 14, 2026
L2 Asset Management, LLC History No change 61,193 3,456 0.36% 0.36% 439 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 61,156 3,454 0.56% 0.56% 440 0 0.0% Q2 2026 Jul 15, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 60,946 3,442 1.67% 1.67% 441 0 0.0% Q2 2026 Jul 08, 2026
Independent Wealth Network Inc. History No change 60,810 3,434 0.87% 0.87% 442 0 0.0% Q2 2026 Jul 20, 2026
Ellis Investment Partners, LLC History No change 60,477 3,415 0.52% 0.52% 443 0 0.0% Q2 2026 Aug 05, 2026
Cedarwood Wealth LLC History No change 60,455 3,414 2.58% 2.58% 444 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 60,281 3,408 0.49% 0.49% 445 0 0.0% Q2 2026 Aug 06, 2026
Focus Financial Network, Inc. History No change 60,176 3,398 0.11% 0.11% 446 0 0.0% Q2 2026 Jul 09, 2026
CHAPIN DAVIS, INC. History No change 59,829 3,379 0.59% 0.59% 447 0 0.0% Q2 2026 Jul 07, 2026
Centennial Advisors, LLC History No change 59,634 3,368 4.02% 4.02% 448 0 0.0% Q2 2026 Jul 27, 2026
Procyon Advisors, LLC History No change 59,495 3,360 0.14% 0.14% 449 0 0.0% Q2 2026 Jul 09, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 59,374 3,353 1.6% 1.6% 450 0 0.0% Q2 2026 Aug 13, 2026
Solutions 4 Wealth, Ltd History No change 59,336 3,351 4.33% 4.33% 451 0 0.0% Q2 2026 Jul 29, 2026
Ankerstar Wealth, LLC History No change 59,262 3,347 2.81% 2.81% 452 0 0.0% Q2 2026 Aug 13, 2026
Heritage Trust Co History No change 58,909 3,327 0.29% 0.29% 453 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 58,917 3,327 0.35% 0.35% 454 0 0.0% Q2 2026 Jul 29, 2026
M Holdings Securities, Inc. History No change 59,006 3,321 0.45% 0.45% 455 0 0.0% Q2 2026 Aug 11, 2026
Patten Group, Inc. History No change 58,555 3,307 0.51% 0.51% 456 0 0.0% Q2 2026 Aug 06, 2026
Tempus Wealth Planning, LLC History No change 58,552 3,307 0.65% 0.65% 457 0 0.0% Q2 2026 Jul 22, 2026
Ducere Wealth Management LLC History No change 58,465 3,302 0.99% 0.99% 458 0 0.0% Q2 2026 Jul 28, 2026
3EDGE Asset Management, LP History No change 58,302 3,292 0.15% 0.15% 459 0 0.0% Q2 2026 Jul 27, 2026
Haverford Trust Co History No change 58,188 3,286 0.03% 0.03% 460 0 0.0% Q2 2026 Aug 12, 2026
Sunpointe, LLC History No change 57,425 3,243 0.92% 0.92% 461 0 0.0% Q2 2026 Jul 24, 2026
CAP Partners, LLC History No change 57,371 3,240 1.58% 1.58% 462 0 0.0% Q2 2026 Jul 30, 2026
Interchange Capital Partners, LLC History No change 57,069 3,223 0.61% 0.61% 463 0 0.0% Q2 2026 Jul 20, 2026
Collaborative Wealth Managment Inc. History No change 57,026 3,220 1.35% 1.35% 464 0 0.0% Q2 2026 Aug 05, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 56,055 3,166 0.78% 0.78% 465 0 0.0% Q2 2026 Aug 12, 2026
LexAurum Advisors, LLC History No change 56,007 3,163 0.37% 0.37% 466 0 0.0% Q2 2026 Jul 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 55,981 3,161 0.14% 0.14% 467 0 0.0% Q2 2026 Jul 24, 2026
Innovative Wealth Building LLC History No change 55,531 3,136 1.82% 1.82% 468 0 0.0% Q2 2026 Jul 23, 2026
OLD MISSION CAPITAL LLC History No change 55,230 3,119 0.05% 0.05% 469 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 54,935 3,102 0.16% 0.16% 470 0 0.0% Q2 2026 Aug 04, 2026
Arsenal Capital Advisors LLC History No change 54,539 3,080 1.82% 1.82% 471 0 0.0% Q2 2026 Aug 11, 2026
Van Hulzen Asset Management, LLC History No change 54,220 3,062 0.22% 0.22% 472 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 54,076 3,054 0.11% 0.11% 473 0 0.0% Q2 2026 Aug 11, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 54,050 3,052 0.52% 0.52% 474 0 0.0% Q2 2026 Jul 31, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 53,530 3,023 2.4% 2.4% 475 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 53,453 3,019 0.59% 0.59% 476 0 0.0% Q2 2026 Aug 03, 2026
CULLEN/FROST BANKERS, INC. History No change 53,429 3,017 0.03% 0.03% 477 0 0.0% Q2 2026 Jul 27, 2026
Lionhunter Capital Management, LLC History No change 53,401 3,016 1.36% 1.36% 478 0 0.0% Q2 2026 Aug 13, 2026
EHRLICH FINANCIAL GROUP History No change 53,363 3,013 1.55% 1.55% 479 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 53,314 3,011 0.31% 0.31% 480 0 0.0% Q2 2026 Aug 13, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 53,253 3,007 1.73% 1.73% 481 0 0.0% Q2 2026 Jul 15, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 52,507 2,965 0.2% 0.2% 482 0 0.0% Q2 2026 Jul 20, 2026
WESTBOURNE INVESTMENTS, INC. History No change 52,415 2,960 1.21% 1.21% 483 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 52,249 2,951 0.05% 0.05% 484 0 0.0% Q2 2026 Jul 14, 2026
BG Investment Services, LLC History No change 52,079 2,941 2.12% 2.12% 485 0 0.0% Q2 2026 Aug 05, 2026
San Luis Wealth Advisors LLC History No change 51,848 2,928 0.44% 0.44% 486 0 0.0% Q2 2026 Jul 16, 2026
Sachetta, LLC History No change 51,803 2,925 1.42% 1.42% 487 0 0.0% Q2 2026 Jul 15, 2026
PFG Advisors History No change 51,742 2,922 0.15% 0.15% 488 0 0.0% Q2 2026 Jul 16, 2026
Golden State Wealth Management, LLC History No change 51,666 2,918 0.27% 0.27% 489 0 0.0% Q2 2026 Jul 22, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 51,240 2,894 0.73% 0.73% 490 0 0.0% Q2 2026 Jul 24, 2026
Tyche Wealth Partners LLC History No change 51,010 2,881 0.4% 0.4% 491 0 0.0% Q2 2026 Aug 06, 2026
Keeler Thomas Management LLC History No change 51,005 2,880 1.02% 1.02% 492 0 0.0% Q2 2026 Jul 29, 2026
Fragasso Financial Advisors Inc History No change 50,583 2,856 0.15% 0.15% 493 0 0.0% Q2 2026 Jul 09, 2026
CoreFirst Bank & Trust History No change 50,481 2,851 1.42% 1.42% 494 0 0.0% Q2 2026 Aug 05, 2026
STAR Financial Bank History No change 50,386 2,845 1.16% 1.16% 495 0 0.0% Q2 2026 Aug 07, 2026
LJI Wealth Management, LLC History No change 50,146 2,832 0.4% 0.4% 496 0 0.0% Q2 2026 Jul 31, 2026
Oxinas Partners, LLC History No change 49,402 2,790 1.1% 1.1% 497 0 0.0% Q2 2026 Jul 14, 2026
Regal Investment Advisors LLC History No change 49,302 2,784 0.14% 0.14% 498 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 49,115 2,774 0.05% 0.05% 499 0 0.0% Q2 2026 Aug 07, 2026
Weil Company, Inc. History No change 49,085 2,772 0.49% 0.49% 500 0 0.0% Q2 2026 Aug 05, 2026
5T Wealth, LLC History No change 48,915 2,762 1.03% 1.03% 501 0 0.0% Q2 2026 Jul 21, 2026
FMA Wealth Management, LLC History No change 48,880 2,760 1.77% 1.77% 502 0 0.0% Q2 2026 Jul 09, 2026
Goldstone Financial Group, LLC History No change 48,733 2,752 0.25% 0.25% 503 0 0.0% Q2 2026 Aug 11, 2026
TrueWealth Advisors, LLC History No change 48,515 2,740 0.62% 0.62% 504 0 0.0% Q2 2026 Jul 08, 2026
Kelly Financial Services LLC History No change 48,256 2,725 0.58% 0.58% 505 0 0.0% Q2 2026 Jul 14, 2026
Ring Mountain Capital, LLC History No change 48,039 2,713 1.14% 1.14% 506 0 0.0% Q2 2026 Aug 11, 2026
Sequent Planning LLC History No change 47,868 2,703 0.58% 0.58% 507 0 0.0% Q2 2026 Aug 14, 2026
Guardian Financial Partners, LLC History No change 47,385 2,676 1.04% 1.04% 508 0 0.0% Q2 2026 Jul 15, 2026
Integras Partners LLC History No change 47,211 2,666 1.47% 1.47% 509 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 46,866 2,646 0.18% 0.18% 510 0 0.0% Q2 2026 Jul 07, 2026
RESOLUTE CAPITAL, LLC History No change 46,579 2,630 0.91% 0.91% 511 0 0.0% Q2 2026 Jul 29, 2026
Legacy Private Trust Co. History No change 46,509 2,626 0.15% 0.15% 512 0 0.0% Q2 2026 Jul 21, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 46,505 2,626 0.53% 0.53% 513 0 0.0% Q2 2026 Jul 15, 2026
Sage Capital Management, LLC History No change 46,355 2,618 1.02% 1.02% 514 0 0.0% Q2 2026 Jul 20, 2026
Strategic Blueprint, LLC History No change 46,316 2,615 0.13% 0.13% 515 0 0.0% Q2 2026 Jul 23, 2026
Walkner Condon Financial Advisors LLC History No change 46,239 2,611 0.3% 0.3% 516 0 0.0% Q2 2026 Jul 27, 2026
VICUS CAPITAL History No change 46,043 2,600 0.17% 0.17% 517 0 0.0% Q2 2026 Aug 05, 2026
Mosley Wealth Management History No change 46,010 2,598 0.83% 0.83% 518 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 45,894 2,592 0.47% 0.47% 519 0 0.0% Q2 2026 Jul 20, 2026
MCDONALD PARTNERS LLC History No change 45,855 2,589 0.63% 0.63% 520 0 0.0% Q2 2026 Jul 28, 2026
GFS Advisors, LLC History No change 740 2,580 0.27% 0.27% 521 0 0.0% Q2 2026 Aug 04, 2026
Invst, LLC History No change 45,627 2,577 0.25% 0.25% 522 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 45,161 2,551 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 45,155 2,550 0.08% 0.08% 524 0 0.0% Q2 2026 Jul 06, 2026
Bay Capital Advisors, LLC History No change 45,085 2,546 1.36% 1.36% 525 0 0.0% Q2 2026 Jul 21, 2026
Houlihan Financial Resource Group, Ltd. History No change 45,023 2,542 0.91% 0.91% 526 0 0.0% Q2 2026 Aug 10, 2026
TOMPKINS FINANCIAL CORP History No change 44,958 2,539 0.18% 0.18% 527 0 0.0% Q2 2026 Jul 15, 2026
4J Wealth Management LLC History No change 44,718 2,525 1.24% 1.24% 528 0 0.0% Q2 2026 Jul 21, 2026
Heritage Wealth Management, Inc. History No change 44,650 2,521 0.63% 0.63% 529 0 0.0% Q2 2026 Jul 28, 2026
Pallas Capital Advisors LLC History No change 44,560 2,516 0.08% 0.08% 530 0 0.0% Q2 2026 Aug 07, 2026
Crewe Advisors LLC History No change 44,499 2,513 0.18% 0.18% 531 0 0.0% Q2 2026 Jul 23, 2026
Acorns Advisers, LLC History No change 44,426 2,509 0.02% 0.02% 532 0 0.0% Q2 2026 Aug 14, 2026
Ergawealth Advisors, Inc. History No change 44,255 2,499 0.97% 0.97% 533 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History No change 44,087 2,490 0.07% 0.07% 534 0 0.0% Q2 2026 Jul 24, 2026
RAHLFS CAPITAL, LLC History No change 44,092 2,490 1.83% 1.83% 535 0 0.0% Q2 2026 Jul 28, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 43,915 2,480 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 43,907 2,479 0.38% 0.38% 537 0 0.0% Q2 2026 Jul 24, 2026
Red Mountain Financial, LLC History No change 43,809 2,474 2.08% 2.08% 538 0 0.0% Q2 2026 Jul 21, 2026
Worth Financial Advisory Group, LLC History No change 43,761 2,471 1.03% 1.03% 539 0 0.0% Q2 2026 Jul 30, 2026
Galvin, Gaustad & Stein, LLC History No change 43,657 2,465 0.18% 0.18% 540 0 0.0% Q2 2026 Jul 29, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 43,605 2,462 0.63% 0.63% 541 0 0.0% Q2 2026 Jul 15, 2026
Guilbault Capital LLC History No change 43,591 2,462 2.47% 2.47% 542 0 0.0% Q2 2026 Jul 23, 2026
Bell Bank History No change 43,557 2,460 0.09% 0.09% 543 0 0.0% Q2 2026 Jul 15, 2026
HANCOCK WHITNEY CORP History No change 43,254 2,442 0.04% 0.04% 544 0 0.0% Q2 2026 Aug 14, 2026
Anchor Capital Management Group Inc History No change 39,500 2,427 1.67% 1.67% 545 0 0.0% Q2 2026 Jul 28, 2026
Rockport Wealth LLC History No change 42,836 2,419 0.41% 0.41% 546 0 0.0% Q2 2026 Jul 27, 2026
Redmond Asset Management, LLC History No change 42,795 2,417 0.6% 0.6% 547 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 41,640 2,351 0.62% 0.62% 548 0 0.0% Q2 2026 Aug 20, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 41,595 2,349 1.71% 1.71% 549 0 0.0% Q2 2026 Jul 24, 2026
Note Advisors, LLC History No change 41,575 2,348 1.02% 1.02% 550 0 0.0% Q2 2026 Aug 14, 2026
Ruggiero Investments, Inc. History No change 41,470 2,342 1.97% 1.97% 551 0 0.0% Q2 2026 Aug 14, 2026
Benchmark Financial, LLC History No change 41,396 2,338 1.91% 1.91% 552 0 0.0% Q2 2026 Jul 21, 2026
Ashton Thomas Private Wealth, LLC History No change 41,251 2,329 0.05% 0.05% 553 0 0.0% Q2 2026 Jul 29, 2026
Integrated Advisors Network LLC History No change 40,724 2,300 0.11% 0.11% 554 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 40,626 2,294 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 40,631 2,294 0.03% 0.03% 556 0 0.0% Q2 2026 Aug 05, 2026
PMG Family Office LLC History No change 40,432 2,283 2.1% 2.1% 557 0 0.0% Q2 2026 Jul 16, 2026
MIRAMONTES CAPITAL, LLC History No change 40,380 2,280 0.71% 0.71% 558 0 0.0% Q2 2026 Sep 09, 2026
JT Stratford LLC History No change 40,363 2,279 0.25% 0.25% 559 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History No change 40,251 2,273 0.73% 0.73% 560 0 0.0% Q2 2026 Jul 08, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 40,125 2,266 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 40,121 2,266 0.12% 0.12% 562 0 0.0% Q2 2026 Jul 31, 2026
Frontier Asset Management, LLC History No change 40,130 2,266 0.41% 0.41% 563 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 40,084 2,263 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 12, 2026
Helium Advisors LLC History No change 39,470 2,229 1.85% 1.85% 565 0 0.0% Q2 2026 Aug 11, 2026
White Wing Wealth Management History No change 39,435 2,227 1.16% 1.16% 566 0 0.0% Q2 2026 Jul 08, 2026
LANARK FINANCIAL, INC. History No change 38,966 2,200 0.15% 0.15% 567 0 0.0% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History No change 38,557 2,177 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 10, 2026
Whipplewood Advisors, LLC History No change 38,554 2,177 1.47% 1.47% 569 0 0.0% Q2 2026 Jul 27, 2026
Joel Isaacson & Co., LLC History No change 38,176 2,156 0.06% 0.06% 570 0 0.0% Q2 2026 Aug 04, 2026
TFR Capital, LLC. History No change 37,895 2,140 0.6% 0.6% 571 0 0.0% Q2 2026 Aug 06, 2026
BOK Financial Private Wealth, Inc. History No change 37,884 2,139 0.11% 0.11% 572 0 0.0% Q2 2026 Aug 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 37,684 2,128 0.21% 0.21% 573 0 0.0% Q2 2026 Jul 13, 2026
L & S Advisors Inc History No change 37,646 2,126 0.22% 0.22% 574 0 0.0% Q2 2026 Aug 12, 2026
Newport Capital Group, LLC History No change 37,036 2,091 1.17% 1.17% 575 0 0.0% Q2 2026 Jul 21, 2026
Triton Wealth Management, PLLC History No change 36,838 2,082 0.64% 0.64% 576 0 0.0% Q2 2026 Aug 05, 2026
J.Safra Asset Management Corp History No change 36,737 2,074 0.1% 0.1% 577 0 0.0% Q2 2026 Aug 06, 2026
UNIQUE WEALTH, LLC History No change 36,677 2,071 0.24% 0.24% 578 0 0.0% Q2 2026 Jul 21, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 36,625 2,068 0.39% 0.39% 579 0 0.0% Q2 2026 Aug 07, 2026
Avestar Capital, LLC History No change 36,611 2,067 0.12% 0.12% 580 0 0.0% Q2 2026 Jul 29, 2026
US BANCORP \DE\ History No change 36,545 2,064 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 12, 2026
BOYUM WEALTH ARCHITECTS LLC History No change 36,231 2,056 0.82% 0.82% 582 0 0.0% Q2 2026 Jul 15, 2026
CROBAN History No change 36,340 2,052 0.9% 0.9% 583 0 0.0% Q2 2026 Aug 03, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 36,105 2,039 0.45% 0.45% 584 0 0.0% Q2 2026 Jul 07, 2026
Midwest Professional Planners, LTD. History No change 35,967 2,031 0.4% 0.4% 585 0 0.0% Q2 2026 Aug 05, 2026
Greykasell Wealth Strategies, Inc. History No change 35,869 2,025 0.74% 0.74% 586 0 0.0% Q2 2026 Aug 11, 2026
Taylor Securities Services, Inc. History No change 35,852 2,024 0.82% 0.82% 587 0 0.0% Q2 2026 Aug 13, 2026
LGT Financial Advisors LLC History No change 35,822 2,023 10.7% 10.7% 588 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 35,696 2,016 0.31% 0.31% 589 0 0.0% Q2 2026 Jul 14, 2026
Resonant Capital Advisors, LLC History No change 35,568 2,008 0.1% 0.1% 590 0 0.0% Q2 2026 Jul 24, 2026
Beaumont Financial Advisors, LLC History No change 35,552 2,007 0.13% 0.13% 591 0 0.0% Q2 2026 Aug 04, 2026
Cherry Tree Wealth Management, LLC History No change 35,416 2,000 0.38% 0.38% 592 0 0.0% Q2 2026 Sep 15, 2026
Etesian Wealth Advisors, Inc. History No change 35,306 1,994 0.59% 0.59% 593 0 0.0% Q2 2026 Jul 23, 2026
KERR FINANCIAL PLANNING Corp History No change 35,263 1,991 2.22% 2.22% 594 0 0.0% Q2 2026 Jul 02, 2026
Stratos Wealth Advisors, LLC History No change 35,247 1,990 0.11% 0.11% 595 0 0.0% Q2 2026 Aug 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 35,096 1,982 0.3% 0.3% 596 0 0.0% Q2 2026 Aug 10, 2026
Cannon Wealth Management Services, LLC History No change 35,080 1,981 1.08% 1.08% 597 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 34,721 1,961 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 21, 2026
PDS Planning, Inc History No change 34,622 1,955 0.11% 0.11% 599 0 0.0% Q2 2026 Aug 05, 2026
National Philanthropic Trust History No change 34,566 1,952 0.03% 0.03% 600 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 34,439 1,945 0.9% 0.9% 601 0 0.0% Q2 2026 Aug 04, 2026
Aspen Investment Management Inc History No change 34,342 1,940 0.52% 0.52% 602 0 0.0% Q2 2026 Jul 17, 2026
SteelPeak Wealth, LLC History No change 34,091 1,925 0.05% 0.05% 603 0 0.0% Q2 2026 Jul 13, 2026
Simplicity Wealth,LLC History No change 34,044 1,922 0.06% 0.06% 604 0 0.0% Q2 2026 Aug 06, 2026
TUCKER ASSET MANAGEMENT LLC History No change 34,008 1,920 0.47% 0.47% 605 0 0.0% Q2 2026 Aug 27, 2026
WEALTH EFFECTS LLC History No change 33,943 1,917 0.52% 0.52% 606 0 0.0% Q2 2026 Aug 06, 2026
Columbia Bank History No change 33,724 1,904 0.43% 0.43% 607 0 0.0% Q2 2026 Jul 24, 2026
Purus Wealth Management, LLC History No change 33,687 1,902 0.52% 0.52% 608 0 0.0% Q2 2026 Jul 13, 2026
Sound Income Strategies, LLC History No change 33,554 1,895 0.09% 0.09% 609 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 33,326 1,882 0.04% 0.04% 610 0 0.0% Q2 2026 Aug 14, 2026
SFE Investment Counsel History No change 33,076 1,868 0.25% 0.25% 611 0 0.0% Q2 2026 Aug 05, 2026
Caerus Investment Advisors, LLC History No change 33,078 1,868 0.62% 0.62% 612 0 0.0% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 33,020 1,864 0.24% 0.24% 613 0 0.0% Q2 2026 Aug 12, 2026
Somerset Trust Co History No change 32,765 1,850 0.52% 0.52% 614 0 0.0% Q2 2026 Jul 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 32,670 1,845 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 13, 2026
Modus Advisors, LLC History No change 32,674 1,845 0.46% 0.46% 616 0 0.0% Q2 2026 Aug 03, 2026
Spartan Wealth Advisory Services LLC History No change 32,607 1,841 0.15% 0.15% 617 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 32,559 1,838 0.06% 0.06% 618 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 32,531 1,837 0.1% 0.1% 619 0 0.0% Q2 2026 Aug 06, 2026
Nordwand Advisors, LLC History No change 32,240 1,820 0.28% 0.28% 620 0 0.0% Q2 2026 Aug 07, 2026
Grant Private Wealth Management Inc History No change 31,946 1,804 0.76% 0.76% 621 0 0.0% Q2 2026 Jul 07, 2026
Sequoia Financial Advisors, LLC History No change 31,720 1,791 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 17, 2026
MEANS INVESTMENT CO., INC. History No change 31,644 1,787 0.13% 0.13% 623 0 0.0% Q2 2026 Aug 14, 2026
SlateStone Wealth, LLC History No change 31,350 1,771 0.14% 0.14% 624 0 0.0% Q2 2026 Jul 20, 2026
GTS SECURITIES LLC History No change 31,349 1,770 0.04% 0.04% 625 0 0.0% Q2 2026 Aug 14, 2026
Wealth Watch Advisors, INC History No change 31,306 1,768 0.57% 0.57% 626 0 0.0% Q2 2026 Aug 14, 2026
Spinnaker Investment Group, LLC History No change 31,102 1,756 0.28% 0.28% 627 0 0.0% Q2 2026 Jul 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 30,864 1,743 0.63% 0.63% 628 0 0.0% Q2 2026 Aug 07, 2026
Dynasty Wealth Management, LLC History No change 30,829 1,741 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 13, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 30,565 1,726 0.23% 0.23% 630 0 0.0% Q2 2026 Jul 24, 2026
HBK Sorce Advisory LLC History No change 29,963 1,723 0.03% 0.03% 631 0 0.0% Q2 2026 Aug 06, 2026
Post Resch Tallon Group Inc. History No change 30,477 1,721 1.19% 1.19% 632 0 0.0% Q2 2026 Jul 07, 2026
Richmond Investment Services, LLC History No change 30,378 1,715 0.54% 0.54% 633 0 0.0% Q2 2026 Jul 27, 2026
Carr Financial Group Corp History No change 30,066 1,698 0.39% 0.39% 634 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 29,885 1,687 0.78% 0.78% 635 0 0.0% Q2 2026 Sep 18, 2026
FIRST HORIZON CORP History No change 29,818 1,684 0.06% 0.06% 636 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 29,666 1,675 0.34% 0.34% 637 0 0.0% Q2 2026 Jul 17, 2026
Mayflower Financial Advisors, LLC History No change 29,190 1,648 0.14% 0.14% 638 0 0.0% Q2 2026 Jul 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 29,082 1,642 0.1% 0.1% 639 0 0.0% Q2 2026 Aug 07, 2026
RMR Wealth Builders History No change 28,972 1,636 0.1% 0.1% 640 0 0.0% Q2 2026 Jul 24, 2026
Markowski Investments History No change 28,886 1,631 0.36% 0.36% 641 0 0.0% Q2 2026 Aug 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 28,712 1,621 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 03, 2026
Prosperitas Financial LLC History No change 28,691 1,620 0.52% 0.52% 643 0 0.0% Q2 2026 Aug 19, 2026
Matisse Capital History No change 28,323 1,599 0.64% 0.64% 644 0 0.0% Q2 2026 Aug 12, 2026
New Insight Wealth Advisors History No change 28,229 1,594 0.47% 0.47% 645 0 0.0% Q2 2026 Jul 27, 2026
Main Line Retirement Advisors, LLC History No change 28,215 1,593 0.73% 0.73% 646 0 0.0% Q2 2026 Jul 30, 2026
Stirlingshire Investments, Inc. History No change 28,174 1,591 1.18% 1.18% 647 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 28,159 1,590 0.18% 0.18% 648 0 0.0% Q2 2026 Jul 27, 2026
GC Wealth Management RIA, LLC History No change 28,152 1,590 0.09% 0.09% 649 0 0.0% Q2 2026 Jul 16, 2026
Sloy Dahl & Holst, LLC History No change 27,917 1,576 0.19% 0.19% 650 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds, LLC. History No change 2,191 1,575 0.35% 0.35% 651 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 27,788 1,569 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 27,618 1,559 0.72% 0.72% 653 0 0.0% Q2 2026 Jul 30, 2026
Modern Wealth Management, LLC History No change 27,586 1,558 0.02% 0.02% 654 0 0.0% Q2 2026 Aug 13, 2026
Per Stirling Capital Management, LLC. History No change 27,521 1,554 0.15% 0.15% 655 0 0.0% Q2 2026 Aug 14, 2026
DB&C Advisors, LLC History No change 27,384 1,546 1.67% 1.67% 656 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ALLIANCE, LLC History No change 27,341 1,544 0.13% 0.13% 657 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Advisors LLC History No change 26,891 1,539 1.32% 1.32% 658 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 27,227 1,537 0.04% 0.04% 659 0 0.0% Q2 2026 Aug 05, 2026
Generation Capital Management LLC History No change 27,101 1,530 0.94% 0.94% 660 0 0.0% Q2 2026 Aug 13, 2026
Frederick Financial Consultants, LLC History No change 27,050 1,527 0.65% 0.65% 661 0 0.0% Q2 2026 Aug 14, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 26,887 1,518 0.56% 0.56% 662 0 0.0% Q2 2026 Jul 21, 2026
Paradigm Capital Management, LLC/NV History No change 26,725 1,509 1.3% 1.3% 663 0 0.0% Q2 2026 Aug 13, 2026
CHANNEL WEALTH LLC History No change 26,666 1,506 0.34% 0.34% 664 0 0.0% Q2 2026 Aug 04, 2026
BKM Wealth Management, LLC History No change 26,434 1,492 0.53% 0.53% 665 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 26,136 1,476 0.24% 0.24% 666 0 0.0% Q2 2026 Aug 04, 2026
BTS Asset Management, Inc. History No change 25,958 1,466 3.09% 3.09% 667 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 25,710 1,452 0.11% 0.11% 668 0 0.0% Q2 2026 Jul 24, 2026
Smallwood Wealth Investment Management, LLC History No change 25,631 1,447 0.63% 0.63% 669 0 0.0% Q2 2026 Jul 23, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 25,560 1,443 0.02% 0.02% 670 0 0.0% Q2 2026 Aug 10, 2026
Investor's Fiduciary Advisor Network, LLC History No change 25,555 1,443 0.49% 0.49% 671 0 0.0% Q2 2026 Aug 13, 2026
NOVEM GROUP History No change 25,358 1,432 0.14% 0.14% 672 0 0.0% Q2 2026 Jul 21, 2026
CASCADE INVESTMENT GROUP, INC. History No change 25,323 1,430 0.8% 0.8% 673 0 0.0% Q2 2026 Jul 23, 2026
Legacy Wealth Managment, LLC/ID History No change 25,302 1,429 0.59% 0.59% 674 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 25,288 1,428 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 25,250 1,426 0.04% 0.04% 676 0 0.0% Q2 2026 Aug 05, 2026
WELLINGTON-ALTUS USA INC. History No change 24,907 1,411 1.01% 1.01% 677 0 0.0% Q2 2026 Sep 17, 2026
Kestra Investment Management, LLC History No change 24,796 1,400 0.03% 0.03% 678 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 24,745 1,397 0.06% 0.06% 679 0 0.0% Q2 2026 Aug 12, 2026
RWA WEALTH PARTNERS, LLC History No change 24,570 1,387 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History No change 24,209 1,377 0.1% 0.1% 681 0 0.0% Q2 2026 Jul 29, 2026
Plan Group Financial, LLC History No change 24,314 1,373 0.28% 0.28% 682 0 0.0% Q2 2026 Aug 03, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 24,243 1,369 0.83% 0.83% 683 0 0.0% Q2 2026 Jul 21, 2026
Orgel Wealth Management, LLC History No change 24,209 1,367 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 13, 2026
Boreal Capital Management LLC History No change 24,214 1,367 1.02% 1.02% 685 0 0.0% Q2 2026 Aug 13, 2026
Brown Miller Wealth Management, LLC History No change 24,079 1,360 0.34% 0.34% 686 0 0.0% Q2 2026 Jul 16, 2026
Murphy & Mullick Capital Management Corp History No change 24,051 1,358 0.84% 0.84% 687 0 0.0% Q2 2026 Aug 14, 2026
Raab & Moskowitz Asset Management LLC History No change 23,990 1,354 0.27% 0.27% 688 0 0.0% Q2 2026 Jul 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 23,929 1,351 0.09% 0.09% 689 0 0.0% Q2 2026 Aug 04, 2026
Independence Asset Advisors, LLC History No change 23,867 1,345 0.35% 0.35% 690 0 0.0% Q2 2026 Jul 15, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 23,800 1,344 0.55% 0.55% 691 0 0.0% Q2 2026 Sep 18, 2026
GWN SECURITIES INC. History No change 23,724 1,339 0.22% 0.22% 692 0 0.0% Q2 2026 Aug 05, 2026
Pacific Park Financial, Inc. History No change 23,718 1,339 0.78% 0.78% 693 0 0.0% Q2 2026 Jul 21, 2026
Ascension Capital Advisors, Inc. History No change 23,653 1,335 0.37% 0.37% 694 0 0.0% Q2 2026 Jul 27, 2026
Plotkin Financial Advisors, LLC History No change 23,562 1,330 0.55% 0.55% 695 0 0.0% Q2 2026 Aug 14, 2026
Flagship Private Wealth, LLC History No change 23,519 1,328 0.47% 0.47% 696 0 0.0% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 23,375 1,320 0.09% 0.09% 697 0 0.0% Q2 2026 Aug 12, 2026
Bay Rivers Group History No change 23,360 1,319 0.45% 0.45% 698 0 0.0% Q2 2026 Jul 09, 2026
Cyndeo Wealth Partners, LLC History No change 23,242 1,312 0.06% 0.06% 699 0 0.0% Q2 2026 Jul 21, 2026
Verity Asset Management, Inc. History No change 23,197 1,310 0.5% 0.5% 700 0 0.0% Q2 2026 Aug 13, 2026
TritonPoint Partners, LLC History No change 23,113 1,305 0.11% 0.11% 701 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 23,064 1,302 0.08% 0.08% 702 0 0.0% Q2 2026 Jul 27, 2026
D'Orazio & Associates, Inc. History No change 22,850 1,290 0.15% 0.15% 703 0 0.0% Q2 2026 Jul 28, 2026
COZAD ASSET MANAGEMENT INC History No change 22,797 1,287 0.08% 0.08% 704 0 0.0% Q2 2026 Aug 14, 2026
TCFG Investment Advisors, LLC History No change 22,730 1,287 0.43% 0.43% 705 0 0.0% Q2 2026 Jul 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 22,754 1,285 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 22,658 1,279 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Advisors, LLC History No change 22,573 1,274 0.14% 0.14% 708 0 0.0% Q2 2026 Jul 31, 2026
Bravias Capital Group, LLC History No change 22,536 1,272 0.75% 0.75% 709 0 0.0% Q2 2026 Jul 30, 2026
Milestone Asset Management Group, LLC History No change 22,503 1,270 0.64% 0.64% 710 0 0.0% Q2 2026 Jul 30, 2026
Jacobs Equity LLC History No change 22,450 1,267 0.88% 0.88% 711 0 0.0% Q2 2026 Aug 14, 2026
Trueblood Wealth Management, LLC History No change 22,395 1,264 0.44% 0.44% 712 0 0.0% Q2 2026 Jul 27, 2026
CPC Advisors, LLC History No change 22,261 1,257 0.17% 0.17% 713 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 22,220 1,254 0.14% 0.14% 714 0 0.0% Q2 2026 Jul 10, 2026
Strategic Advisors LLC History No change 22,173 1,252 0.27% 0.27% 715 0 0.0% Q2 2026 Jul 28, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 22,160 1,251 0.13% 0.13% 716 0 0.0% Q2 2026 Jul 28, 2026
Pasadena Private Wealth, LLC History No change 22,094 1,247 0.16% 0.16% 717 0 0.0% Q2 2026 Aug 10, 2026
Wealth Dimensions Group, Ltd. History No change 22,074 1,246 0.22% 0.22% 718 0 0.0% Q2 2026 Jul 22, 2026
Falcon Wealth Planning History No change 22,008 1,243 0.08% 0.08% 719 0 0.0% Q2 2026 Jul 13, 2026
Meridian Financial Advisors, LLC History No change 21,988 1,241 0.6% 0.6% 720 0 0.0% Q2 2026 Jul 22, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 21,942 1,239 0.43% 0.43% 721 0 0.0% Q2 2026 Aug 05, 2026
Code Waechter LLC History No change 21,912 1,237 0.64% 0.64% 722 0 0.0% Q2 2026 Jul 31, 2026
LRI Investments, LLC History No change 21,655 1,223 0.1% 0.1% 723 0 0.0% Q2 2026 Jul 14, 2026
Elevation Wealth Management LLC History No change 21,542 1,216 0.91% 0.91% 724 0 0.0% Q2 2026 Jul 29, 2026
Armor Investment Advisors, LLC History No change 21,509 1,214 0.39% 0.39% 725 0 0.0% Q2 2026 Aug 04, 2026
BURLING WEALTH PARTNERS, LLC History No change 21,367 1,206 0.18% 0.18% 726 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,314 1,203 0.01% 0.01% 727 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 21,293 1,202 0.06% 0.06% 728 0 0.0% Q2 2026 Aug 04, 2026
Sun Financial Inc History No change 20,713 1,193 0.56% 0.56% 729 0 0.0% Q2 2026 Aug 11, 2026
Apollon Financial, LLC History No change 21,033 1,187 0.14% 0.14% 730 0 0.0% Q2 2026 Jul 22, 2026
TRITONPOINT WEALTH, LLC History No change 20,876 1,179 0.12% 0.12% 731 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 20,770 1,173 0.48% 0.48% 732 0 0.0% Q2 2026 Aug 13, 2026
CPWA, LLC History No change 20,642 1,165 1.35% 1.35% 733 0 0.0% Q2 2026 Jul 30, 2026
Mendel Capital Management LLC History No change 20,484 1,156 0.52% 0.52% 734 0 0.0% Q2 2026 Jul 21, 2026
Platform Technology Partners History No change 20,414 1,152 0.19% 0.19% 735 0 0.0% Q2 2026 Jul 24, 2026
Frank, Rimerman Advisors LLC History No change 20,363 1,150 0.07% 0.07% 736 0 0.0% Q2 2026 Jul 27, 2026
Argyle Capital Partners, LLC History No change 20,298 1,146 0.72% 0.72% 737 0 0.0% Q2 2026 Aug 07, 2026
AFT, FORSYTH & COMPANY, INC. History No change 20,190 1,140 0.55% 0.55% 738 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 20,200 1,140 0.02% 0.02% 739 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 20,182 1,139 0.04% 0.04% 740 0 0.0% Q2 2026 Jul 27, 2026
Capasso Planning Partners LLC History No change 20,129 1,136 0.57% 0.57% 741 0 0.0% Q2 2026 Aug 18, 2026
Blue Chip Partners, LLC History No change 20,068 1,133 0.07% 0.07% 742 0 0.0% Q2 2026 Aug 14, 2026
Pegasus Asset Management, Inc. History No change 20,057 1,132 0.32% 0.32% 743 0 0.0% Q2 2026 Aug 05, 2026
Teucrium Investment Advisors, LLC History No change 20,112 1,128 1.0% 1.0% 744 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 19,971 1,127 0.14% 0.14% 745 0 0.0% Q2 2026 Aug 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 19,891 1,123 0.32% 0.32% 746 0 0.0% Q2 2026 Aug 12, 2026
B & T Capital Management DBA Alpha Capital Management History No change 19,889 1,123 0.15% 0.15% 747 0 0.0% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History No change 19,808 1,118 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Capital Partners, LLC History No change 19,763 1,116 0.46% 0.46% 749 0 0.0% Q2 2026 Jul 09, 2026
Bellwether Advisors, LLC History No change 19,393 1,095 0.16% 0.16% 750 0 0.0% Q2 2026 Aug 13, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 19,243 1,086 0.59% 0.59% 751 0 0.0% Q2 2026 Jul 20, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 19,182 1,083 0.66% 0.66% 752 0 0.0% Q2 2026 Jul 15, 2026
Westbourne Investment Advisors, Inc. History No change 19,100 1,078 0.3% 0.3% 753 0 0.0% Q2 2026 Jul 27, 2026
Maia Wealth LLC History No change 18,984 1,072 0.16% 0.16% 754 0 0.0% Q2 2026 Jul 28, 2026
Axis Wealth Partners, LLC History No change 18,851 1,064 0.51% 0.51% 755 0 0.0% Q2 2026 Jul 28, 2026
Syntegra Private Wealth Group, LLC History No change 18,723 1,057 0.08% 0.08% 756 0 0.0% Q2 2026 Jul 15, 2026
Allied Private Wealth LLC History No change 18,693 1,056 0.68% 0.68% 757 0 0.0% Q2 2026 Jul 09, 2026
Mission Financial Group, LLC History No change 18,635 1,052 0.87% 0.87% 758 0 0.0% Q2 2026 Aug 12, 2026
ERn Financial, LLC History No change 18,446 1,041 0.17% 0.17% 759 0 0.0% Q2 2026 Jul 23, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 18,420 1,041 0.41% 0.41% 760 0 0.0% Q2 2026 Aug 12, 2026
Beckerman Institutional, LLC History No change 18,335 1,035 0.49% 0.49% 761 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History No change 18,276 1,032 0.07% 0.07% 762 0 0.0% Q2 2026 Jul 08, 2026
Soundwatch Capital LLC History No change 18,000 1,016 0.11% 0.11% 763 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History No change 17,789 1,004 0.1% 0.1% 764 0 0.0% Q2 2026 Jul 30, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 17,774 1,003 0.23% 0.23% 765 0 0.0% Q2 2026 Aug 14, 2026
Millennium Capital Advisors, LLC History No change 17,594 993 0.54% 0.54% 766 0 0.0% Q2 2026 Jul 28, 2026
CGN Advisors LLC History No change 17,576 992 0.07% 0.07% 767 0 0.0% Q2 2026 Jul 06, 2026
Portfolio Strategies, Inc. History No change 17,556 991 0.1% 0.1% 768 0 0.0% Q2 2026 Aug 10, 2026
Greenwich Wealth Management LLC History No change 17,518 989 0.04% 0.04% 769 0 0.0% Q2 2026 Aug 12, 2026
XY Planning Network, Inc. History No change 17,343 979 0.12% 0.12% 770 0 0.0% Q2 2026 Jul 14, 2026
NBT BANK, N.A. History No change 17,308 977 0.06% 0.06% 771 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Planning Group, LLC History No change 17,135 967 0.31% 0.31% 772 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 17,070 964 0.04% 0.04% 773 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Partners, LLC History No change 17,002 960 0.07% 0.07% 774 0 0.0% Q2 2026 Aug 03, 2026
Park Place Capital Corp History No change 16,794 948 0.15% 0.15% 775 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 16,727 944 0.06% 0.06% 776 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 16,617 938 0.06% 0.06% 777 0 0.0% Q2 2026 Aug 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 16,574 936 0.07% 0.07% 778 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 16,459 929 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 07, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 16,460 929 0.76% 0.76% 780 0 0.0% Q2 2026 Jul 21, 2026
Robertson Stephens Wealth Management, LLC History No change 16,385 925 0.02% 0.02% 781 0 0.0% Q2 2026 Jul 29, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 16,384 925 0.64% 0.64% 782 0 0.0% Q2 2026 Jul 24, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 16,374 924 0.17% 0.17% 783 0 0.0% Q2 2026 Aug 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 16,369 924 0.39% 0.39% 784 0 0.0% Q2 2026 Jul 16, 2026
CHILTON INVESTMENT CO INC. History No change 16,327 922 0.02% 0.02% 785 0 0.0% Q2 2026 Aug 14, 2026
MRA Advisory Group History No change 16,313 921 0.33% 0.33% 786 0 0.0% Q2 2026 Jul 08, 2026
Tactive Advisors, LLC History No change 16,277 919 0.23% 0.23% 787 0 0.0% Q2 2026 Jul 08, 2026
Jupiter Wealth Management LLC History No change 16,250 917 0.37% 0.37% 788 0 0.0% Q2 2026 Aug 10, 2026
IAM Advisory, LLC History No change 16,229 916 0.18% 0.18% 789 0 0.0% Q2 2026 Jul 14, 2026
OMNI 360 Wealth, Inc. History No change 16,235 916 0.42% 0.42% 790 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 16,105 915 0.02% 0.02% 791 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Private Wealth, LLC History No change 16,206 915 0.56% 0.56% 792 0 0.0% Q2 2026 Aug 11, 2026
Arrowroot Family Office, LLC History No change 16,130 911 0.26% 0.26% 793 0 0.0% Q2 2026 Aug 06, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 16,073 907 0.13% 0.13% 794 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 16,008 904 0.12% 0.12% 795 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Advisors, LLC /UT History No change 15,867 896 0.17% 0.17% 796 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE TRUST CO NA History No change 15,735 888 0.07% 0.07% 797 0 0.0% Q2 2026 Jul 28, 2026
Cascades Capital Asset Management, LLC History No change 15,682 885 0.33% 0.33% 798 0 0.0% Q2 2026 Aug 14, 2026
Encompass More Asset Management History No change 15,610 881 0.13% 0.13% 799 0 0.0% Q2 2026 Jul 14, 2026
PINCUS CAPITAL MANAGEMENT, LP History No change 15,500 875 0.52% 0.52% 800 0 0.0% Q2 2026 Jul 31, 2026
Tranquility Partners, LLC History No change 15,447 872 0.3% 0.3% 801 0 0.0% Q2 2026 Jul 23, 2026
Marion Wealth Management History No change 15,366 867 0.18% 0.18% 802 0 0.0% Q2 2026 Jul 16, 2026
Advyzon Investment Management, LLC History No change 15,367 867 0.06% 0.06% 803 0 0.0% Q2 2026 Aug 14, 2026
CATHY PARETO & ASSOCIATES, INC History No change 15,337 866 0.51% 0.51% 804 0 0.0% Q2 2026 Jul 15, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 15,226 859 0.21% 0.21% 805 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 15,212 859 0.02% 0.02% 806 0 0.0% Q2 2026 Aug 04, 2026
Dana Investment Advisors, Inc. History No change 15,189 857 0.02% 0.02% 807 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 15,146 855 0.02% 0.02% 808 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Concepts, LLC History No change 15,154 855 0.25% 0.25% 809 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 14,936 854 0.1% 0.1% 810 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Advisors, LLC History No change 15,013 847 0.28% 0.28% 811 0 0.0% Q2 2026 Jul 09, 2026
Balboa Wealth Partners History No change 14,986 846 0.12% 0.12% 812 0 0.0% Q2 2026 Aug 10, 2026
CORA CAPITAL ADVISORS LLC History No change 14,849 838 0.24% 0.24% 813 0 0.0% Q2 2026 Jul 24, 2026
Carnegie Lake Advisors LLC History No change 14,787 835 0.31% 0.31% 814 0 0.0% Q2 2026 Jul 24, 2026
Capstone Financial Advisors, Inc. History No change 14,739 832 0.04% 0.04% 815 0 0.0% Q2 2026 Aug 14, 2026
ELEVATUS WELATH MANAGEMENT History No change 14,713 830 0.2% 0.2% 816 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 14,681 829 0.3% 0.3% 817 0 0.0% Q2 2026 Jul 28, 2026
Foster Victor Wealth Advisors, LLC History No change 14,641 828 0.04% 0.04% 818 0 0.0% Q2 2026 Jul 22, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 14,635 821 0.17% 0.17% 819 0 0.0% Q2 2026 Jul 15, 2026
HERBST GROUP, LLC History No change 14,528 820 0.45% 0.45% 820 0 0.0% Q2 2026 Jul 09, 2026
Coquina Private Wealth LLC History No change 14,521 820 0.56% 0.56% 821 0 0.0% Q2 2026 Jul 29, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 14,417 814 0.61% 0.61% 822 0 0.0% Q2 2026 Jul 24, 2026
PCM Encore, LLC History No change 14,428 814 0.14% 0.14% 823 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 14,339 809 0.2% 0.2% 824 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT INVESTORS INC History No change 14,251 804 0.15% 0.15% 825 0 0.0% Q2 2026 Jul 16, 2026
Capital Advisors, Ltd. LLC History No change 14,212 803 0.08% 0.08% 826 0 0.0% Q2 2026 Jul 16, 2026
Pointe Capital Management LLC History No change 14,174 800 0.36% 0.36% 827 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 14,133 798 0.05% 0.05% 828 0 0.0% Q2 2026 Aug 12, 2026
Laraway Financial Advisors Inc History No change 14,043 793 0.48% 0.48% 829 0 0.0% Q2 2026 Aug 03, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 14,039 792 0.44% 0.44% 830 0 0.0% Q2 2026 Jul 23, 2026
Atlas Private Wealth Advisors History No change 14,019 791 0.17% 0.17% 831 0 0.0% Q2 2026 Jul 27, 2026
BCGM Wealth Management, LLC History No change 13,873 783 0.17% 0.17% 832 0 0.0% Q2 2026 Aug 04, 2026
Navis Wealth Advisors, LLC History No change 13,803 779 0.3% 0.3% 833 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Financial Services, LLC History No change 13,740 776 0.1% 0.1% 834 0 0.0% Q2 2026 Jul 15, 2026
White Knight Strategic Wealth Advisors, LLC History No change 13,643 770 0.54% 0.54% 835 0 0.0% Q2 2026 Aug 14, 2026
Empire Financial Management Company, LLC History No change 13,630 769 0.3% 0.3% 836 0 0.0% Q2 2026 Aug 14, 2026
SevenBridge Financial Group, LLC History No change 13,351 768 0.11% 0.11% 837 0 0.0% Q2 2026 Aug 12, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 13,614 768 0.56% 0.56% 838 0 0.0% Q2 2026 Jul 28, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 13,520 763 0.27% 0.27% 839 0 0.0% Q2 2026 Aug 11, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 13,506 762 0.1% 0.1% 840 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Wealth Group, LLC History No change 13,492 762 0.05% 0.05% 841 0 0.0% Q2 2026 Jul 27, 2026
Pure Financial Advisors, LLC History No change 13,389 756 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 14, 2026
Resolute Wealth Strategies, LLC History No change 13,395 756 0.29% 0.29% 843 0 0.0% Q2 2026 Aug 12, 2026
Nelson Capital Management, LLC History No change 13,383 755 0.08% 0.08% 844 0 0.0% Q2 2026 Jul 24, 2026
FMR LLC History No change 13,349 753 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 13, 2026
Menard Financial Group LLC History No change 13,248 748 0.41% 0.41% 846 0 0.0% Q2 2026 Aug 07, 2026
CRA Financial Services, LLC History No change 13,198 745 0.09% 0.09% 847 0 0.0% Q2 2026 Jul 24, 2026
Cascade Financial Partners, LLC History No change 13,191 745 0.06% 0.06% 848 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Management History No change 13,172 743 0.78% 0.78% 849 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY TRUST CO History No change 13,152 742 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 13,061 740 0.07% 0.07% 851 0 0.0% Q2 2026 Jul 14, 2026
Rose Capital Advisors LLC History No change 13,100 739 0.37% 0.37% 852 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 13,032 736 0.01% 0.01% 853 0 0.0% Q2 2026 Aug 06, 2026
Diversified Portfolios, Inc. History No change 13,036 736 0.05% 0.05% 854 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON TRUST Co History No change 12,891 728 0.02% 0.02% 855 0 0.0% Q2 2026 Aug 03, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 12,890 728 0.19% 0.19% 856 0 0.0% Q2 2026 Jul 09, 2026
Triad Wealth Partners, LLC History No change 12,683 727 0.04% 0.04% 857 0 0.0% Q2 2026 Aug 10, 2026
WEST MICHIGAN ADVISORS, LLC History No change 12,844 725 0.14% 0.14% 858 0 0.0% Q2 2026 Aug 21, 2026
Arcus Capital Partners, LLC History No change 12,791 722 0.3% 0.3% 859 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 12,780 721 0.0% 0.0% 860 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 12,758 720 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 12,654 714 0.17% 0.17% 862 0 0.0% Q2 2026 Jul 15, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 12,570 709 0.16% 0.16% 863 0 0.0% Q2 2026 Jul 20, 2026
Lakeridge Wealth Management LLC History No change 12,554 709 0.26% 0.26% 864 0 0.0% Q2 2026 Jul 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 12,493 705 0.21% 0.21% 865 0 0.0% Q2 2026 Jul 23, 2026
TopTier Wealth Management, LLC History No change 12,490 705 0.43% 0.43% 866 0 0.0% Q2 2026 Jul 14, 2026
ELCO Management Co., LLC History No change 12,475 704 0.3% 0.3% 867 0 0.0% Q2 2026 Aug 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 12,415 701 0.12% 0.12% 868 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 12,297 694 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 12, 2026
Stenger Family Office, LLC History No change 12,282 693 0.11% 0.11% 870 0 0.0% Q2 2026 Jul 13, 2026
Atlanta Consulting Group Advisors, LLC History No change 12,220 690 0.11% 0.11% 871 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 12,196 688 0.19% 0.19% 872 0 0.0% Q2 2026 Aug 03, 2026
Fiduciary Group, LLC History No change 12,175 687 0.05% 0.05% 873 0 0.0% Q2 2026 Aug 10, 2026
Meridian Financial Partners LLC History No change 12,067 687 0.23% 0.23% 874 0 0.0% Q2 2026 Jul 24, 2026
Crumly & Associates Inc. History No change 12,155 686 0.13% 0.13% 875 0 0.0% Q2 2026 Jul 08, 2026
Cassady Wealth & Retirement Planning, LLC History No change 12,105 683 0.32% 0.32% 876 0 0.0% Q2 2026 Jul 24, 2026
Mission Hills Financial Advisory, LLC History No change 11,992 677 0.3% 0.3% 877 0 0.0% Q2 2026 Aug 14, 2026
Guided Capital Wealth Management, LLC History No change 11,986 676 0.4% 0.4% 878 0 0.0% Q2 2026 Jul 24, 2026
Fortune Financial Group, Inc. History No change 11,960 675 0.53% 0.53% 879 0 0.0% Q2 2026 Jul 24, 2026
Legacy Bridge, LLC History No change 11,799 666 0.21% 0.21% 880 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 11,643 658 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 30, 2026
LVZ, Inc. History No change 11,648 657 0.07% 0.07% 882 0 0.0% Q2 2026 Jul 09, 2026
HM PAYSON & CO History No change 11,515 650 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 17, 2026
Plus Group Wealth Advisors LLC History No change 11,487 648 0.61% 0.61% 884 0 0.0% Q2 2026 Jul 13, 2026
Colonial Trust Co / SC History No change 11,443 646 0.08% 0.08% 885 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 11,416 644 0.1% 0.1% 886 0 0.0% Q2 2026 Jul 24, 2026
Provenance Wealth Advisors, LLC History No change 11,406 644 0.06% 0.06% 887 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 11,385 643 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 22, 2026
Taylor & Morgan Wealth Management, LLC History No change 11,390 643 0.32% 0.32% 889 0 0.0% Q2 2026 Jul 10, 2026
Financial Gravity Companies, Inc. History No change 11,370 642 0.1% 0.1% 890 0 0.0% Q2 2026 Aug 05, 2026
Williams Jones Wealth Management, LLC. History No change 11,350 641 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 05, 2026
Keystone Wealth Services, LLC History No change 11,297 638 0.12% 0.12% 892 0 0.0% Q2 2026 Aug 05, 2026
Pine Valley Investments Ltd Liability Co History No change 11,298 638 0.03% 0.03% 893 0 0.0% Q2 2026 Jul 24, 2026
Financial Partners Group, Inc History No change 11,247 635 0.06% 0.06% 894 0 0.0% Q2 2026 Jul 23, 2026
Darden Wealth Group Inc History No change 11,248 635 0.25% 0.25% 895 0 0.0% Q2 2026 Aug 06, 2026
NorthRock Partners, LLC History No change 11,142 629 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 11, 2026
Lineweaver Wealth Advisors, LLC History No change 11,124 628 0.07% 0.07% 897 0 0.0% Q2 2026 Jul 09, 2026
Marshall Financial Group, LLC History No change 11,118 627 0.09% 0.09% 898 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 11,052 624 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 11,046 623 0.1% 0.1% 900 0 0.0% Q2 2026 Jul 24, 2026
Mainstream Capital Management LLC History No change 10,973 619 0.37% 0.37% 901 0 0.0% Q2 2026 Jul 15, 2026
Camelot Portfolios, LLC History No change 10,807 610 0.43% 0.43% 902 0 0.0% Q2 2026 Jul 17, 2026
Landmark Wealth Management, LLC History No change 10,797 609 0.15% 0.15% 903 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History No change 10,745 606 0.02% 0.02% 904 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 10,729 605 0.05% 0.05% 905 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 10,699 604 0.05% 0.05% 906 0 0.0% Q2 2026 Jul 10, 2026
Shum Financial Group, Inc. History No change 10,654 601 0.36% 0.36% 907 0 0.0% Q2 2026 Jul 22, 2026
Athena Wealth Management, LLC History No change 10,654 601 0.45% 0.45% 908 0 0.0% Q2 2026 Jul 21, 2026
Wellington Shields Capital Management, LLC History No change 10,636 600 0.08% 0.08% 909 0 0.0% Q2 2026 Aug 10, 2026
Putney Financial Group LLC History No change 10,572 597 0.54% 0.54% 910 0 0.0% Q2 2026 Jul 21, 2026
ZACKS INVESTMENT MANAGEMENT History No change 10,524 594 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 13, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 10,500 593 0.14% 0.14% 912 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 10,452 590 0.03% 0.03% 913 0 0.0% Q2 2026 Jul 28, 2026
United Bank History No change 10,416 588 0.18% 0.18% 914 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 10,424 588 0.06% 0.06% 915 0 0.0% Q2 2026 Aug 10, 2026
PARK NATIONAL CORP /OH/ History No change 10,319 582 0.02% 0.02% 916 0 0.0% Q2 2026 Jul 15, 2026
Fortis Advisors, LLC History No change 10,256 579 0.27% 0.27% 917 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History No change 10,245 578 0.01% 0.01% 918 0 0.0% Q2 2026 Jul 28, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 10,226 577 0.16% 0.16% 919 0 0.0% Q2 2026 Aug 12, 2026
Texas Yale Capital Corp. History No change 10,150 573 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 12, 2026
Mascagni Wealth Management, Inc. History No change 10,093 570 0.35% 0.35% 921 0 0.0% Q2 2026 Jul 31, 2026
Aventura Private Wealth, LLC History No change 10,084 569 0.17% 0.17% 922 0 0.0% Q2 2026 Jul 15, 2026
Mascoma Wealth Management LLC History No change 10,036 566 0.1% 0.1% 923 0 0.0% Q2 2026 Jul 24, 2026
Bryn Mawr Trust Advisors, LLC History No change 10,014 565 0.02% 0.02% 924 0 0.0% Q2 2026 Aug 03, 2026
Canvas Wealth Advisors, LLC History No change 10,006 565 0.08% 0.08% 925 0 0.0% Q2 2026 Jul 10, 2026
Latitude Advisors, LLC History No change 9,976 563 0.22% 0.22% 926 0 0.0% Q2 2026 Jul 27, 2026
Strong Retirement Solutions LLC History No change 9,959 562 0.34% 0.34% 927 0 0.0% Q2 2026 Jul 20, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 9,900 559 0.31% 0.31% 928 0 0.0% Q2 2026 Jul 23, 2026
Vickerman Investment Advisors, Inc. History No change 9,878 557 0.11% 0.11% 929 0 0.0% Q2 2026 Aug 13, 2026
Harbor Asset Planning, Inc. History No change 9,860 556 0.42% 0.42% 930 0 0.0% Q2 2026 Jul 22, 2026
Red Door Wealth Management, LLC History No change 9,840 555 0.05% 0.05% 931 0 0.0% Q2 2026 Jul 13, 2026
Cypress Wealth Services, LLC History No change 9,821 554 0.07% 0.07% 932 0 0.0% Q2 2026 Jul 10, 2026
TPG Advisors LLC History No change 9,795 553 0.3% 0.3% 933 0 0.0% Q2 2026 Jul 29, 2026
Advance Capital Management, Inc. History No change 9,705 548 0.02% 0.02% 934 0 0.0% Q2 2026 Aug 12, 2026
Riverbend Wealth Management, LLC History No change 9,686 547 0.27% 0.27% 935 0 0.0% Q2 2026 Jul 22, 2026
American Money Management, LLC History No change 9,661 545 0.08% 0.08% 936 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 9,640 544 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 21, 2026
VestGen Advisors, LLC History No change 9,640 544 0.02% 0.02% 938 0 0.0% Q2 2026 Aug 11, 2026
Rockingstone Advisors LLC History No change 9,595 541 0.22% 0.22% 939 0 0.0% Q2 2026 Jul 13, 2026
MSH Capital Advisors LLC History No change 9,559 539 0.09% 0.09% 940 0 0.0% Q2 2026 Aug 10, 2026
Evolution Wealth Advisors, LLC History No change 9,533 538 0.06% 0.06% 941 0 0.0% Q2 2026 Jul 29, 2026
One Capital Management, LLC History No change 9,461 536 0.01% 0.01% 942 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 9,448 533 0.45% 0.45% 943 0 0.0% Q2 2026 Aug 03, 2026
Skyline Advisors, Inc. History No change 9,426 532 0.17% 0.17% 944 0 0.0% Q2 2026 Jul 20, 2026
Formidable Asset Management, LLC History No change 9,289 526 0.08% 0.08% 945 0 0.0% Q2 2026 Jul 17, 2026
Sovereign Investment Advisors, LLC History No change 9,327 526 0.1% 0.1% 946 0 0.0% Q2 2026 Aug 14, 2026
KKM Financial LLC History No change 9,312 525 0.07% 0.07% 947 0 0.0% Q2 2026 Aug 14, 2026
Argent Advisors, Inc. History No change 9,272 523 0.13% 0.13% 948 0 0.0% Q2 2026 Aug 05, 2026
Advisory Advocates, LLC History No change 9,270 523 0.45% 0.45% 949 0 0.0% Q2 2026 Aug 10, 2026
Private Capital Advisors, Inc. History No change 9,092 513 0.04% 0.04% 950 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 9,079 512 0.03% 0.03% 951 0 0.0% Q2 2026 Aug 04, 2026
REBALANCE, LLC History No change 9,030 510 0.03% 0.03% 952 0 0.0% Q2 2026 Jul 16, 2026
PVG ASSET MANAGEMENT CORP History No change 8,987 507 0.29% 0.29% 953 0 0.0% Q2 2026 Jul 01, 2026
Bright Futures Wealth Management, LLC. History No change 8,993 507 0.33% 0.33% 954 0 0.0% Q2 2026 Jul 24, 2026
PlanVest Financial, Inc History No change 8,934 504 0.34% 0.34% 955 0 0.0% Q2 2026 Aug 10, 2026
REGATTA CAPITAL GROUP, LLC History No change 8,891 502 0.07% 0.07% 956 0 0.0% Q2 2026 Aug 12, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 8,892 502 0.2% 0.2% 957 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History No change 8,846 499 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 07, 2026
Almanack Investment Partners, LLC. History No change 8,833 498 0.06% 0.06% 959 0 0.0% Q2 2026 Jul 30, 2026
Glen Eagle Advisors, LLC History No change 8,821 498 0.06% 0.06% 960 0 0.0% Q2 2026 Aug 14, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 8,739 493 0.12% 0.12% 961 0 0.0% Q2 2026 Jul 23, 2026
Grandview Asset Management LLC History No change 8,725 492 0.12% 0.12% 962 0 0.0% Q2 2026 Jul 24, 2026
Endowment Wealth Management, Inc. History No change 8,715 492 0.19% 0.19% 963 0 0.0% Q2 2026 Aug 05, 2026
Bull Harbor Capital LLC History No change 8,713 492 0.1% 0.1% 964 0 0.0% Q2 2026 Aug 10, 2026
Ethos Financial Group, LLC History No change 8,637 491 0.03% 0.03% 965 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Alliance LLC History No change 8,711 491 0.03% 0.03% 966 0 0.0% Q2 2026 Jul 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 8,657 488 0.03% 0.03% 967 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 8,617 486 0.01% 0.01% 968 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Wealth Management, LLC History No change 8,569 483 0.02% 0.02% 969 0 0.0% Q2 2026 Jul 22, 2026
NVWM, LLC History No change 8,528 481 0.1% 0.1% 970 0 0.0% Q2 2026 Jul 28, 2026
Midwest Financial Group LLC History No change 8,473 478 0.17% 0.17% 971 0 0.0% Q2 2026 Jul 21, 2026
QP WEALTH MANAGEMENT, LLC History No change 8,459 477 0.68% 0.68% 972 0 0.0% Q2 2026 Jul 20, 2026
Harvest Investment Services, LLC History No change 8,415 475 0.07% 0.07% 973 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Capital Advisors, Inc. History No change 8,374 472 0.34% 0.34% 974 0 0.0% Q2 2026 Jul 31, 2026
Castle Rock Wealth Management, LLC History No change 8,392 470 0.09% 0.09% 975 0 0.0% Q2 2026 Jul 07, 2026
Cherry Creek Investment Advisors, Inc. History No change 8,310 469 0.18% 0.18% 976 0 0.0% Q2 2026 Jul 30, 2026
BRIGHTON JONES LLC History No change 8,271 467 0.01% 0.01% 977 0 0.0% Q2 2026 Aug 11, 2026
49 WEALTH MANAGEMENT, LLC History No change 8,276 467 0.09% 0.09% 978 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 8,276 467 0.09% 0.09% 979 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Planning, Inc./PA History No change 8,226 464 0.25% 0.25% 980 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 8,168 461 0.02% 0.02% 981 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 8,159 460 0.03% 0.03% 982 0 0.0% Q2 2026 Aug 07, 2026
Stablepoint Partners, LLC History No change 8,092 457 0.06% 0.06% 983 0 0.0% Q2 2026 Jul 09, 2026
Detalus Advisors, LLC History No change 8,091 456 0.09% 0.09% 984 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Asset Management, LLC History No change 8,075 456 0.04% 0.04% 985 0 0.0% Q2 2026 Aug 11, 2026
DOVER ADVISORS, LLC History No change 7,918 456 0.19% 0.19% 986 0 0.0% Q2 2026 Aug 07, 2026
Hurley Capital, LLC History No change 8,064 455 0.24% 0.24% 987 0 0.0% Q2 2026 Aug 10, 2026
Stegent Equity Advisors, Inc. History No change 8,073 455 0.33% 0.33% 988 0 0.0% Q2 2026 Jul 29, 2026
Crescent Grove Advisors, LLC History No change 8,043 454 0.04% 0.04% 989 0 0.0% Q2 2026 Aug 10, 2026
Aurdan Capital Management, LLC History No change 8,008 452 0.11% 0.11% 990 0 0.0% Q2 2026 Jul 15, 2026
Carson Advisory Inc. History No change 7,992 451 0.21% 0.21% 991 0 0.0% Q2 2026 Aug 11, 2026
SimpliFi, Inc. History No change 7,959 449 0.18% 0.18% 992 0 0.0% Q2 2026 Jul 24, 2026
American Financial Advisors, LLC History No change 7,954 449 0.05% 0.05% 993 0 0.0% Q2 2026 Jul 14, 2026
Realta Investment Advisors History No change 7,966 449 0.14% 0.14% 994 0 0.0% Q2 2026 Jul 20, 2026
Oak Barrel Wealth Advisory LLC History No change 7,929 447 0.2% 0.2% 995 0 0.0% Q2 2026 Aug 07, 2026
Consilium Wealth Advisory, LLC History No change 7,911 446 0.13% 0.13% 996 0 0.0% Q2 2026 Aug 10, 2026
Sincerus Advisory, LLC History No change 7,875 444 0.3% 0.3% 997 0 0.0% Q2 2026 Jul 06, 2026
Essential Investment Partners LLC History No change 7,853 443 0.36% 0.36% 998 0 0.0% Q2 2026 Jul 15, 2026
Innovative Advisory Group, LLC History No change 7,813 441 0.33% 0.33% 999 0 0.0% Q2 2026 Sep 21, 2026
Winch Advisory Services, LLC History No change 7,761 438 0.09% 0.09% 1000 0 0.0% Q2 2026 Aug 06, 2026
Archford Capital Strategies, LLC History No change 7,766 438 0.04% 0.04% 1001 0 0.0% Q2 2026 Jul 17, 2026
J. L. Bainbridge & Co., Inc. History No change 7,739 437 0.03% 0.03% 1002 0 0.0% Q2 2026 Jul 22, 2026
PEOPLES BANK /OH History No change 7,730 436 0.22% 0.22% 1003 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 7,721 436 0.12% 0.12% 1004 0 0.0% Q2 2026 Jul 23, 2026
Corps Capital Advisors, LLC History No change 7,719 435 0.35% 0.35% 1005 0 0.0% Q2 2026 Jul 22, 2026
Fearless Solutions, LLC dba Best Invest History No change 7,695 434 0.23% 0.23% 1006 0 0.0% Q2 2026 Jul 21, 2026
Bridgewealth Advisory Group, LLC History No change 7,672 433 0.08% 0.08% 1007 0 0.0% Q2 2026 Jul 27, 2026
WealthSpring Partners, LLC History No change 7,676 433 0.37% 0.37% 1008 0 0.0% Q2 2026 Aug 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 7,681 433 0.06% 0.06% 1009 0 0.0% Q2 2026 Jul 21, 2026
TAGStone Capital, Inc. History No change 7,657 432 0.14% 0.14% 1010 0 0.0% Q2 2026 Aug 11, 2026
Sonoma Allocations LLC History No change 7,253 431 0.13% 0.13% 1011 0 0.0% Q2 2026 Jul 08, 2026
Selby Wealth Management, LLC History No change 7,573 427 0.15% 0.15% 1012 0 0.0% Q2 2026 Jul 09, 2026
Wealth Advisory Solutions, LLC History No change 7,548 426 0.09% 0.09% 1013 0 0.0% Q2 2026 Jul 24, 2026
BTG Pactual Asset Management US LLC History No change 7,529 425 0.03% 0.03% 1014 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 7,503 425 0.12% 0.12% 1015 0 0.0% Q2 2026 Jul 28, 2026
Rolek Wealth Management LLC History No change 7,542 425 0.24% 0.24% 1016 0 0.0% Q2 2026 Jul 14, 2026
OARSMAN CAPITAL, INC. History No change 7,504 423 0.04% 0.04% 1017 0 0.0% Q2 2026 Aug 07, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 7,459 421 0.06% 0.06% 1018 0 0.0% Q2 2026 Aug 07, 2026
Choate Investment Advisors History No change 7,435 419 0.01% 0.01% 1019 0 0.0% Q2 2026 Aug 11, 2026
REICON WEALTH ADVISORS, LLC History No change 7,369 416 0.26% 0.26% 1020 0 0.0% Q2 2026 Jul 29, 2026
Integrity Advisory Solutions, LLC History No change 7,366 416 0.04% 0.04% 1021 0 0.0% Q2 2026 Jul 31, 2026
Johnson Financial Group, LLC History No change 7,357 415 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 7,334 414 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 17, 2026
Pinion Investment Advisors, LLC History No change 7,330 413 0.08% 0.08% 1024 0 0.0% Q2 2026 Aug 06, 2026
Venturi Wealth Management, LLC History No change 7,310 412 0.02% 0.02% 1025 0 0.0% Q2 2026 Jul 20, 2026
Acorn Wealth Advisors, LLC History No change 7,307 412 0.1% 0.1% 1026 0 0.0% Q2 2026 Jul 30, 2026
JM2 Capital Inc. History No change 7,304 412 0.28% 0.28% 1027 0 0.0% Q2 2026 Jul 21, 2026
ASHTON THOMAS SECURITIES, LLC History No change 7,265 410 0.06% 0.06% 1028 0 0.0% Q2 2026 Jul 27, 2026
Qube Research & Technologies Ltd History No change 7,266 410 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 7,275 410 0.14% 0.14% 1030 0 0.0% Q2 2026 Jul 23, 2026
Edgestream Partners, L.P. History No change 7,257 409 0.01% 0.01% 1031 0 0.0% Q2 2026 Aug 11, 2026
Lionsbridge Wealth Management LLC History No change 7,258 409 0.4% 0.4% 1032 0 0.0% Q2 2026 Aug 05, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 7,203 408 0.13% 0.13% 1033 0 0.0% Q2 2026 Jul 23, 2026
Activest Wealth Management History No change 7,219 407 0.08% 0.08% 1034 0 0.0% Q2 2026 Jul 16, 2026
EWA, LLC History No change 7,199 406 0.07% 0.07% 1035 0 0.0% Q2 2026 Jul 14, 2026
Vigil Wealth Management, LLC History No change 7,199 406 0.29% 0.29% 1036 0 0.0% Q2 2026 Aug 05, 2026
Bison Wealth, LLC History No change 7,141 405 0.04% 0.04% 1037 0 0.0% Q2 2026 Jul 07, 2026
Quadcap Wealth Management, LLC History No change 7,180 405 0.04% 0.04% 1038 0 0.0% Q2 2026 Jul 31, 2026
CAPITAL CITY TRUST CO/FL History No change 7,104 401 0.08% 0.08% 1039 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 7,109 401 0.01% 0.01% 1040 0 0.0% Q2 2026 Aug 05, 2026
Sepio Capital, LP History No change 7,109 401 0.02% 0.02% 1041 0 0.0% Q2 2026 Jul 28, 2026
LEIGH BALDWIN & CO., LLC History No change 7,099 400 0.22% 0.22% 1042 0 0.0% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History No change 7,069 399 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 19, 2026
Z3 Capital Partners, LLC History No change 7,075 399 0.08% 0.08% 1044 0 0.0% Q2 2026 Jul 28, 2026
Hixon Zuercher, LLC History No change 7,052 398 0.12% 0.12% 1045 0 0.0% Q2 2026 Jul 20, 2026
Mattern Wealth Management LLC History No change 7,000 395 0.06% 0.06% 1046 0 0.0% Q2 2026 Jul 23, 2026
Abel Hall, LLC History No change 7,000 395 0.07% 0.07% 1047 0 0.0% Q2 2026 Jul 24, 2026
Optivise Advisory Services LLC History No change 6,948 392 0.2% 0.2% 1048 0 0.0% Q2 2026 Jul 13, 2026
Columbia Asset Management History No change 6,894 389 0.07% 0.07% 1049 0 0.0% Q2 2026 Jul 21, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 6,887 388 0.08% 0.08% 1050 0 0.0% Q2 2026 Jul 27, 2026
BEACON FINANCIAL PLANNING, INC History No change 6,861 387 0.13% 0.13% 1051 0 0.0% Q2 2026 Aug 06, 2026
EPG Wealth Management LLC History No change 6,825 385 0.09% 0.09% 1052 0 0.0% Q2 2026 Jul 28, 2026
McAdam, LLC History No change 6,786 383 0.01% 0.01% 1053 0 0.0% Q2 2026 Aug 04, 2026
Total Clarity Wealth Management, Inc. History No change 6,791 383 0.07% 0.07% 1054 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Money Management Services LLC History No change 6,788 383 0.24% 0.24% 1055 0 0.0% Q2 2026 Aug 14, 2026
Alteri Wealth LLC History No change 6,771 382 0.11% 0.11% 1056 0 0.0% Q2 2026 Jul 29, 2026
Tepp RIA, LLC History No change 6,680 377 0.26% 0.26% 1057 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 6,655 375 0.01% 0.01% 1058 0 0.0% Q2 2026 Jul 23, 2026
SENTINEL PENSION ADVISORS, LLC History No change 6,619 374 0.05% 0.05% 1059 0 0.0% Q2 2026 Jul 23, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 6,639 374 0.09% 0.09% 1060 0 0.0% Q2 2026 Jul 20, 2026
Delta Investment Management, LLC History No change 6,620 373 0.06% 0.06% 1061 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 6,584 371 0.01% 0.01% 1062 0 0.0% Q2 2026 Jul 28, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 6,555 370 0.02% 0.02% 1063 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 6,530 370 0.05% 0.05% 1064 0 0.0% Q2 2026 Aug 05, 2026
Hubbell Strickland Wealth Management, LLC History No change 6,565 370 0.13% 0.13% 1065 0 0.0% Q2 2026 Jul 29, 2026
Wealth Management Partners, LLC History No change 6,567 370 0.09% 0.09% 1066 0 0.0% Q2 2026 Jul 22, 2026
Auour Investments LLC History No change 6,521 368 0.11% 0.11% 1067 0 0.0% Q2 2026 Jul 21, 2026
Convergence Financial, LLC History No change 6,498 367 0.03% 0.03% 1068 0 0.0% Q2 2026 Aug 05, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 6,488 366 0.05% 0.05% 1069 0 0.0% Q2 2026 Aug 14, 2026
NavPoint Financial, Inc. History No change 6,431 363 0.13% 0.13% 1070 0 0.0% Q2 2026 Jul 23, 2026
Johnson & White Wealth Management, LLC History No change 6,422 362 0.14% 0.14% 1071 0 0.0% Q2 2026 Jul 16, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 6,410 362 0.13% 0.13% 1072 0 0.0% Q2 2026 Aug 03, 2026
Wills Financial Group LLC History No change 6,415 362 0.13% 0.13% 1073 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 6,399 361 0.0% 0.0% 1074 0 0.0% Q2 2026 Aug 11, 2026
Balefire, LLC History No change 6,358 359 0.06% 0.06% 1075 0 0.0% Q2 2026 Jul 07, 2026
Global Financial Private Client, LLC History No change 6,371 359 0.1% 0.1% 1076 0 0.0% Q2 2026 Jul 20, 2026
JFS WEALTH ADVISORS, LLC History No change 6,335 357 0.02% 0.02% 1077 0 0.0% Q2 2026 Jul 10, 2026
GARRISON BRADFORD & ASSOCIATES INC History No change 6,186 356 0.39% 0.39% 1078 0 0.0% Q2 2026 Jul 28, 2026
Synergy Financial Group, LTD History No change 6,315 356 0.26% 0.26% 1079 0 0.0% Q2 2026 Aug 04, 2026
Solidarity Wealth, LLC History No change 6,309 356 0.06% 0.06% 1080 0 0.0% Q2 2026 Jul 31, 2026
Cobblestone Asset Management LLC History No change 6,306 356 0.15% 0.15% 1081 0 0.0% Q2 2026 Jul 21, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 6,277 354 0.2% 0.2% 1082 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Management, LLC / MS History No change 6,267 353 0.09% 0.09% 1083 0 0.0% Q2 2026 Jul 08, 2026
Institute for Wealth Management, LLC. History No change 6,244 352 0.03% 0.03% 1084 0 0.0% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History No change 6,202 350 0.01% 0.01% 1085 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 6,046 341 0.01% 0.01% 1086 0 0.0% Q2 2026 Jul 24, 2026
Capital Planning LLC History No change 6,040 341 0.1% 0.1% 1087 0 0.0% Q2 2026 Jul 22, 2026
BAILARD, INC. History No change 6,036 340 0.01% 0.01% 1088 0 0.0% Q2 2026 Jul 30, 2026
1900 WEALTH MANAGEMENT LLC History No change 6,006 339 0.02% 0.02% 1089 0 0.0% Q2 2026 Aug 04, 2026
Level Wealth Management LLC History No change 6,005 339 0.14% 0.14% 1090 0 0.0% Q2 2026 Jul 28, 2026
CRUX WEALTH ADVISORS History No change 6,005 339 0.12% 0.12% 1091 0 0.0% Q2 2026 Jul 21, 2026
Gaddis Premier Wealth Advisors LLC History No change 6,011 339 0.21% 0.21% 1092 0 0.0% Q2 2026 Aug 04, 2026
Welch Financial Planning, LLC History No change 5,985 338 0.2% 0.2% 1093 0 0.0% Q2 2026 Jul 14, 2026
WESPAC Advisors SoCal, LLC History No change 5,952 336 0.06% 0.06% 1094 0 0.0% Q2 2026 Jul 16, 2026
Cornell Pochily Investment Advisors, Inc. History No change 5,957 336 0.09% 0.09% 1095 0 0.0% Q2 2026 Jul 15, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 5,907 333 0.06% 0.06% 1096 0 0.0% Q2 2026 Jul 09, 2026
WFA of San Diego, LLC History No change 5,723 331 0.27% 0.27% 1097 0 0.0% Q2 2026 Aug 14, 2026
Bank of New Hampshire History No change 5,860 330 0.07% 0.07% 1098 0 0.0% Q2 2026 Jul 14, 2026
LifeGoal Investments, LLC History No change 5,860 330 0.15% 0.15% 1099 0 0.0% Q2 2026 Jul 08, 2026
Hilton Head Capital Partners, LLC History No change 5,844 330 0.17% 0.17% 1100 0 0.0% Q2 2026 Jul 27, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 6,325 329 0.25% 0.25% 1101 0 0.0% Q2 2026 Jul 30, 2026
Royal Fund Management, LLC History No change 5,762 325 0.03% 0.03% 1102 0 0.0% Q2 2026 Jul 20, 2026
Montz Harcus Wealth Management LLC History No change 5,769 325 0.12% 0.12% 1103 0 0.0% Q2 2026 Jul 24, 2026
South Shore Capital Advisors History No change 5,716 322 0.22% 0.22% 1104 0 0.0% Q2 2026 Jul 30, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,700 321 0.07% 0.07% 1105 0 0.0% Q2 2026 Aug 05, 2026
TFB Advisors LLC History No change 5,695 321 0.14% 0.14% 1106 0 0.0% Q2 2026 Aug 06, 2026
PATRON PARTNERS, LLC History No change 5,645 318 0.12% 0.12% 1107 0 0.0% Q2 2026 Aug 11, 2026
17 CAPITAL PARTNERS, LLC History No change 5,627 317 0.14% 0.14% 1108 0 0.0% Q2 2026 Aug 06, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 5,618 317 0.04% 0.04% 1109 0 0.0% Q2 2026 Jul 31, 2026
Maridea Wealth Management LLC History No change 5,609 316 0.03% 0.03% 1110 0 0.0% Q2 2026 Aug 06, 2026
Clear Point Advisors Inc. History No change 5,579 315 0.28% 0.28% 1111 0 0.0% Q2 2026 Jul 28, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 5,565 314 0.12% 0.12% 1112 0 0.0% Q2 2026 Jul 09, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 5,550 313 0.11% 0.11% 1113 0 0.0% Q2 2026 Jul 21, 2026
LWM Advisory Services, LLC History No change 5,515 311 0.56% 0.56% 1114 0 0.0% Q2 2026 Aug 03, 2026
1620 INVESTMENT ADVISORS, INC. History No change 5,519 311 0.19% 0.19% 1115 0 0.0% Q2 2026 Jul 14, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 5,517 311 0.05% 0.05% 1116 0 0.0% Q2 2026 Jul 20, 2026
Southland Equity Partners LLC History No change 5,484 309 0.05% 0.05% 1117 0 0.0% Q2 2026 Jul 13, 2026
KELLY FINANCIAL GROUP LLC History No change 5,453 307 0.07% 0.07% 1118 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL TRUST CO History No change 5,436 307 0.01% 0.01% 1119 0 0.0% Q2 2026 Jul 30, 2026
BOS Asset Management, LLC History No change 5,408 305 0.07% 0.07% 1120 0 0.0% Q2 2026 Jul 13, 2026
Cypress Capital Group History No change 5,400 304 0.03% 0.03% 1121 0 0.0% Q2 2026 Aug 05, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 5,394 304 0.03% 0.03% 1122 0 0.0% Q2 2026 Jul 27, 2026
Kuhn & Co Investment Counsel History No change 5,400 304 0.18% 0.18% 1123 0 0.0% Q2 2026 Jul 31, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 5,354 302 0.08% 0.08% 1124 0 0.0% Q2 2026 Jul 09, 2026
SONATA CAPITAL GROUP INC History No change 5,339 301 0.1% 0.1% 1125 0 0.0% Q2 2026 Jul 24, 2026
Equity Wealth Partners, LLC History No change 5,330 301 0.11% 0.11% 1126 0 0.0% Q2 2026 Jul 27, 2026
Stone House Investment Management, LLC History No change 5,315 300 0.04% 0.04% 1127 0 0.0% Q2 2026 Aug 05, 2026
KWB Wealth History No change 5,313 300 0.03% 0.03% 1128 0 0.0% Q2 2026 Jul 10, 2026
Chris Bulman Inc History No change 5,329 300 0.11% 0.11% 1129 0 0.0% Q2 2026 Jul 22, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 5,305 299 0.1% 0.1% 1130 0 0.0% Q2 2026 Jul 15, 2026
Forum Financial Management, LP History No change 5,248 296 0.0% 0.0% 1131 0 0.0% Q2 2026 Jul 23, 2026
Nautilus Advisors LLC History No change 5,232 296 0.17% 0.17% 1132 0 0.0% Q2 2026 Jul 14, 2026
Entelevest, LLC History No change 5,236 295 0.25% 0.25% 1133 0 0.0% Q2 2026 Jul 22, 2026
Newman Dignan & Sheerar, Inc. History No change 5,213 294 0.06% 0.06% 1134 0 0.0% Q2 2026 Jul 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 5,206 294 0.01% 0.01% 1135 0 0.0% Q2 2026 Jul 31, 2026
SageView Advisory Group, LLC History No change 5,218 294 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 10, 2026
Premier Private Wealth Management LLC History No change 5,220 294 0.26% 0.26% 1137 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 5,191 293 0.02% 0.02% 1138 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 5,169 291 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 29, 2026
BCS Wealth Management History No change 5,162 291 0.05% 0.05% 1140 0 0.0% Q2 2026 Jul 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,137 290 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 10, 2026
Tortoise Investment Management, LLC History No change 5,141 290 0.02% 0.02% 1142 0 0.0% Q2 2026 Aug 07, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 5,135 290 0.06% 0.06% 1143 0 0.0% Q2 2026 Jul 07, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 5,126 289 0.0% 0.0% 1144 0 0.0% Q2 2026 Jul 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,114 288 0.0% 0.0% 1145 0 0.0% Q2 2026 Jul 23, 2026
FORTEM FINANCIAL GROUP, LLC History No change 5,082 287 0.06% 0.06% 1146 0 0.0% Q2 2026 Jul 20, 2026
AlTi Global, Inc. History No change 5,084 287 0.01% 0.01% 1147 0 0.0% Q2 2026 Aug 05, 2026
GDS Wealth Management History No change 5,069 286 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 13, 2026
Capital Advantage, Inc. History No change 5,054 285 0.03% 0.03% 1149 0 0.0% Q2 2026 Jul 13, 2026
Impact Partnership Wealth, LLC History No change 5,017 283 0.03% 0.03% 1150 0 0.0% Q2 2026 Jul 29, 2026
Brookwood Investment Group LLC History No change 5,027 283 0.03% 0.03% 1151 0 0.0% Q2 2026 Jul 23, 2026
Schonfeld Strategic Advisors LLC History No change 5,000 282 0.0% 0.0% 1152 0 0.0% Q2 2026 Aug 14, 2026
Beck Bode, LLC History No change 4,996 282 0.04% 0.04% 1153 0 0.0% Q2 2026 Aug 13, 2026
Transce3nd, LLC History No change 4,947 280 2.47% 2.47% 1154 0 0.0% Q2 2026 Jul 24, 2026
Rehmann Capital Advisory Group History No change 4,955 279 0.01% 0.01% 1155 0 0.0% Q2 2026 Aug 20, 2026
Prota Financial, LLC History No change 4,989 279 0.18% 0.18% 1156 0 0.0% Q2 2026 Jul 07, 2026
Seelaus Asset Management LLC History No change 4,938 278 0.2% 0.2% 1157 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Family Advisors, LLC History No change 4,919 277 0.12% 0.12% 1158 0 0.0% Q2 2026 Aug 14, 2026
Key Client Fiduciary Advisors, LLC History No change 4,915 277 0.08% 0.08% 1159 0 0.0% Q2 2026 Jul 09, 2026
Curi Capital, LLC History No change 4,887 276 0.0% 0.0% 1160 0 0.0% Q2 2026 Aug 14, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 4,900 276 0.11% 0.11% 1161 0 0.0% Q2 2026 Jul 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 4,849 275 0.07% 0.07% 1162 0 0.0% Q2 2026 Aug 06, 2026
Evercore Wealth Management, LLC History No change 4,834 273 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 14, 2026
Rollins Financial Advisors, LLC History No change 4,803 271 0.04% 0.04% 1164 0 0.0% Q2 2026 Aug 04, 2026
Hudock, Inc. History No change 4,742 267 0.03% 0.03% 1165 0 0.0% Q2 2026 Jul 31, 2026
HRC WEALTH MANAGEMENT, LLC History No change 4,720 266 0.11% 0.11% 1166 0 0.0% Q2 2026 Jul 10, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 4,702 265 0.12% 0.12% 1167 0 0.0% Q2 2026 Jul 17, 2026
Virtue Capital Management, LLC History No change 4,655 262 0.03% 0.03% 1168 0 0.0% Q2 2026 Aug 05, 2026
Quad-Cities Investment Group, LLC History No change 4,631 261 0.09% 0.09% 1169 0 0.0% Q2 2026 Jul 07, 2026
Reliant Wealth Planning History No change 4,633 261 0.07% 0.07% 1170 0 0.0% Q2 2026 Aug 07, 2026
Everstar Asset Management, LLC History No change 4,626 261 0.13% 0.13% 1171 0 0.0% Q2 2026 Aug 03, 2026
Welch Group, LLC History No change 4,615 260 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 23, 2026
WESPAC Advisors, LLC History No change 4,618 260 0.13% 0.13% 1173 0 0.0% Q2 2026 Aug 10, 2026
Composition Wealth, LLC History No change 4,619 260 0.0% 0.0% 1174 0 0.0% Q2 2026 Jul 22, 2026
Redwood Family Wealth LLC History No change 4,620 260 0.23% 0.23% 1175 0 0.0% Q2 2026 Aug 04, 2026
Fisher Asset Management, LLC History No change 4,562 257 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History No change 4,558 257 0.03% 0.03% 1177 0 0.0% Q2 2026 Jul 20, 2026
NORTHLAND SECURITIES, INC. History No change 4,521 255 0.15% 0.15% 1178 0 0.0% Q2 2026 Aug 04, 2026
QTR Family Wealth, LLC History No change 4,500 254 0.09% 0.09% 1179 0 0.0% Q2 2026 Jul 27, 2026
Clearwave Capital, LLC History No change 4,507 254 0.14% 0.14% 1180 0 0.0% Q2 2026 Jul 17, 2026
Cladis Investment Advisory, LLC History No change 4,495 253 0.12% 0.12% 1181 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Strategies, LLC History No change 4,470 252 0.04% 0.04% 1182 0 0.0% Q2 2026 Jul 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 4,475 252 0.01% 0.01% 1183 0 0.0% Q2 2026 Jul 28, 2026
Seascape Capital Management History No change 4,450 251 0.06% 0.06% 1184 0 0.0% Q2 2026 Jul 21, 2026
Jacobi Capital Management LLC History No change 4,461 251 0.01% 0.01% 1185 0 0.0% Q2 2026 Jul 31, 2026
Kaizen Financial Strategies History No change 4,471 250 0.08% 0.08% 1186 0 0.0% Q2 2026 Jul 30, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,425 249 0.02% 0.02% 1187 0 0.0% Q2 2026 Jul 23, 2026
SEEDS INVESTOR LLC History No change 4,411 249 0.03% 0.03% 1188 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 4,411 249 0.06% 0.06% 1189 0 0.0% Q2 2026 Jul 22, 2026
Meriwether Wealth & Planning, LLC History No change 4,417 249 0.12% 0.12% 1190 0 0.0% Q2 2026 Jul 08, 2026
Rossby Financial, LCC History No change 4,416 249 0.05% 0.05% 1191 0 0.0% Q2 2026 Aug 04, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 4,402 248 0.02% 0.02% 1192 0 0.0% Q2 2026 Jul 16, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,405 248 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 4,391 248 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 29, 2026
Dorsey & Whitney Trust CO LLC History No change 4,380 247 0.01% 0.01% 1195 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History New 4,350 245 0.01% — 1196 +4,350 New Q3 2026 Oct 02, 2026
Secure Asset Management, LLC History No change 4,319 243 0.03% 0.03% 1197 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Management, LLC History No change 4,314 243 0.15% 0.15% 1198 0 0.0% Q2 2026 Jul 22, 2026
Chatterton & Associates Inc. History No change 4,299 243 0.14% 0.14% 1199 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,302 242 0.01% 0.01% 1200 0 0.0% Q2 2026 Jul 14, 2026
Caitlin John, LLC History No change 4,290 242 0.13% 0.13% 1201 0 0.0% Q2 2026 Aug 17, 2026
Innovative Asset Advisors Group, LLC History No change 4,300 242 0.11% 0.11% 1202 0 0.0% Q2 2026 Aug 05, 2026
Burnham & Co LLC History No change 4,300 242 0.2% 0.2% 1203 0 0.0% Q2 2026 Aug 11, 2026
Penbrook Management LLC History No change 4,225 238 0.15% 0.15% 1204 0 0.0% Q2 2026 Jul 23, 2026
Atlas Brown,Inc. History No change 4,215 238 0.06% 0.06% 1205 0 0.0% Q2 2026 Jul 09, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 4,180 236 0.02% 0.02% 1206 0 0.0% Q2 2026 Jul 23, 2026
WealthTrust Axiom LLC History No change 4,194 236 0.05% 0.05% 1207 0 0.0% Q2 2026 Aug 11, 2026
Capital Wealth Alliance, LLC History No change 4,180 236 0.11% 0.11% 1208 0 0.0% Q2 2026 Jul 31, 2026
Smith Thornton Advisors LLC History No change 4,174 236 0.1% 0.1% 1209 0 0.0% Q2 2026 Jul 14, 2026
WEST BANCORPORATION INC History No change 4,150 234 0.1% 0.1% 1210 0 0.0% Q2 2026 Jul 23, 2026
Cadent Capital Advisors, LLC History No change 4,143 234 0.05% 0.05% 1211 0 0.0% Q2 2026 Jul 13, 2026
Family Investment Center, Inc. History No change 4,151 234 0.04% 0.04% 1212 0 0.0% Q2 2026 Jul 23, 2026
Morey & Quinn Wealth Partners, LLC History No change 4,154 234 0.15% 0.15% 1213 0 0.0% Q2 2026 Jul 27, 2026
Compass Ion Advisors, LLC History No change 4,134 233 0.02% 0.02% 1214 0 0.0% Q2 2026 Aug 12, 2026
Zullo Investment Group, Inc. History No change 4,113 232 0.08% 0.08% 1215 0 0.0% Q2 2026 Jul 31, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 4,095 231 0.11% 0.11% 1216 0 0.0% Q2 2026 Aug 13, 2026
J. Safra Sarasin Holding AG History No change 4,078 230 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 31, 2026
OPTIMA CAPITAL LLC History No change 4,055 229 0.09% 0.09% 1218 0 0.0% Q2 2026 Jul 24, 2026
TABLEAUX LLC History No change 4,024 227 0.1% 0.1% 1219 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History No change 4,013 226 0.02% 0.02% 1220 0 0.0% Q2 2026 Jul 22, 2026
Manchester Capital Management LLC History No change 4,000 225 0.03% 0.03% 1221 0 0.0% Q2 2026 Aug 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 3,984 225 0.01% 0.01% 1222 0 0.0% Q2 2026 Aug 05, 2026
Element Wealth, LLC History No change 3,983 224 0.08% 0.08% 1223 0 0.0% Q2 2026 Aug 14, 2026
Great Lakes Retirement, Inc. History No change 3,961 223 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 30, 2026
MBL Wealth, LLC History No change 3,954 223 0.02% 0.02% 1225 0 0.0% Q2 2026 Jul 15, 2026
Bridgewater Advisors Inc. History No change 3,888 222 0.01% 0.01% 1226 0 0.0% Q2 2026 Aug 05, 2026
OBSIDIAN CIO, LLC History No change 3,938 222 0.17% 0.17% 1227 0 0.0% Q2 2026 Aug 03, 2026
Wealth Enhancement Trust Services, Inc. History No change 3,918 221 0.02% 0.02% 1228 0 0.0% Q2 2026 Jul 22, 2026
Finivi Inc. History No change 3,930 221 0.11% 0.11% 1229 0 0.0% Q2 2026 Jul 09, 2026
Plante Moran Financial Advisors, LLC History No change 3,900 220 0.01% 0.01% 1230 0 0.0% Q2 2026 Aug 06, 2026
Boyer Financial Services, Inc. History No change 3,883 220 0.19% 0.19% 1231 0 0.0% Q2 2026 Jul 17, 2026
ARWA LLC History No change 3,866 220 0.09% 0.09% 1232 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 3,891 219 0.08% 0.08% 1233 0 0.0% Q2 2026 Jul 08, 2026
Nilsine Partners, LLC History No change 3,870 218 0.02% 0.02% 1234 0 0.0% Q2 2026 Jul 24, 2026
Federation des caisses Desjardins du Quebec History No change 3,868 218 0.0% 0.0% 1235 0 0.0% Q2 2026 Aug 13, 2026
NorthCoast Asset Management LLC History No change 3,849 217 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 12, 2026
BURNS J W & CO INC/NY History No change 3,840 216 0.02% 0.02% 1237 0 0.0% Q2 2026 Jul 15, 2026
Hiley Hunt Wealth Management History No change 3,840 216 0.09% 0.09% 1238 0 0.0% Q2 2026 Jul 07, 2026
SP Asset Management LLC History No change 3,807 215 0.02% 0.02% 1239 0 0.0% Q2 2026 Aug 04, 2026
Arbor Investment Advisors, LLC History No change 3,797 214 0.02% 0.02% 1240 0 0.0% Q2 2026 Jul 24, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 3,793 214 0.03% 0.03% 1241 0 0.0% Q2 2026 Jul 20, 2026
Aspen Wealth Strategies, LLC History No change 3,789 214 0.1% 0.1% 1242 0 0.0% Q2 2026 Aug 07, 2026
Sherry Group, Inc. History No change 3,800 214 0.21% 0.21% 1243 0 0.0% Q2 2026 Jul 15, 2026
Financial Perspectives, Inc History No change 3,777 213 0.05% 0.05% 1244 0 0.0% Q2 2026 Jul 24, 2026
BNB Wealth Management, LLC History No change 3,780 213 0.12% 0.12% 1245 0 0.0% Q2 2026 Aug 12, 2026
NATURAL INVESTMENTS, LLC History No change 3,766 212 0.05% 0.05% 1246 0 0.0% Q2 2026 Jul 31, 2026
Core Wealth Partners LLC History No change 3,758 212 0.09% 0.09% 1247 0 0.0% Q2 2026 Jul 17, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 3,736 211 0.02% 0.02% 1248 0 0.0% Q2 2026 Jul 07, 2026
Roble, Belko & Company, Inc History No change 3,721 210 0.02% 0.02% 1249 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 3,705 209 0.04% 0.04% 1250 0 0.0% Q2 2026 Aug 03, 2026
SLT Holdings LLC History No change 3,706 209 0.13% 0.13% 1251 0 0.0% Q2 2026 Jul 17, 2026
REYL & Cie S.A. History No change 3,636 206 0.24% 0.24% 1252 0 0.0% Q2 2026 Oct 02, 2026
BFSG, LLC History No change 3,657 206 0.02% 0.02% 1253 0 0.0% Q2 2026 Jul 20, 2026
RPS ADVISORY SOLUTIONS LLC History No change 3,655 206 0.14% 0.14% 1254 0 0.0% Q2 2026 Aug 11, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 3,638 205 0.05% 0.05% 1255 0 0.0% Q2 2026 Jul 30, 2026
Wilmington Savings Fund Society, FSB History No change 3,620 204 0.0% 0.0% 1256 0 0.0% Q2 2026 Jul 28, 2026
PGIM Custom Harvest LLC History No change 3,621 204 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 13, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 3,612 204 0.2% 0.2% 1258 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 3,600 203 0.03% 0.03% 1259 0 0.0% Q2 2026 Jul 27, 2026
Strive Financial Group ,LLC History No change 3,597 203 0.09% 0.09% 1260 0 0.0% Q2 2026 Aug 14, 2026
Norris Financial Group, LLC History No change 3,600 203 0.08% 0.08% 1261 0 0.0% Q2 2026 Aug 05, 2026
Atlas Wealth Partners, LLC History No change 3,585 202 0.22% 0.22% 1262 0 0.0% Q2 2026 Jul 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,549 200 0.01% 0.01% 1263 0 0.0% Q2 2026 Jul 21, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,543 200 0.05% 0.05% 1264 0 0.0% Q2 2026 Aug 07, 2026
Advocate Investing Services LLC History No change 3,510 198 0.15% 0.15% 1265 0 0.0% Q2 2026 Jul 28, 2026
Asset Dedication, LLC History No change 3,481 196 0.01% 0.01% 1266 0 0.0% Q2 2026 Jul 30, 2026
Providence Capital Advisors, LLC History No change 3,422 193 0.03% 0.03% 1267 0 0.0% Q2 2026 Aug 11, 2026
Luminist Capital LLC History No change 3,303 186 0.21% 0.21% 1268 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 3,250 183 0.01% 0.01% 1269 0 0.0% Q2 2026 Jul 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,000 169 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,963 167 0.01% 0.01% 1271 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 2,836 160 0.05% 0.05% 1272 0 0.0% Q2 2026 Jul 07, 2026
Smithfield Trust Co History No change 2,822 159 0.01% 0.01% 1273 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,810 158 0.02% 0.02% 1274 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisor Network LLC History No change 2,786 157 0.2% 0.2% 1275 0 0.0% Q2 2026 Aug 13, 2026
SSA SWISS ADVISORS AG History No change 2,659 150 0.06% 0.06% 1276 0 0.0% Q2 2026 Aug 05, 2026
Canton Hathaway, LLC History No change 2,600 146 0.03% 0.03% 1277 0 0.0% Q2 2026 Aug 05, 2026
Beaird Harris Wealth Management, LLC History No change 2,594 146 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 08, 2026
Wellington Shields & Co., LLC History No change 2,500 141 0.03% 0.03% 1279 0 0.0% Q2 2026 Aug 10, 2026
Corsicana & Co. History No change 2,470 139 0.07% 0.07% 1280 0 0.0% Q2 2026 Jul 24, 2026
Alpine Bank Wealth Management History No change 2,422 136 0.02% 0.02% 1281 0 0.0% Q2 2026 Aug 07, 2026
Ascentis Independent Advisors History No change 2,407 135 0.36% 0.36% 1282 0 0.0% Q2 2026 Aug 04, 2026
Founders Financial Alliance, LLC History No change 2,313 130 0.02% 0.02% 1283 0 0.0% Q2 2026 Aug 04, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,257 127 0.04% 0.04% 1284 0 0.0% Q2 2026 Jul 16, 2026
Buck Wealth Strategies, LLC History No change 2,255 127 0.01% 0.01% 1285 0 0.0% Q2 2026 Jul 30, 2026
Reyes Financial Architecture, Inc. History No change 2,222 125 0.07% 0.07% 1286 0 0.0% Q2 2026 Jul 16, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,158 122 0.03% 0.03% 1287 0 0.0% Q2 2026 Jul 30, 2026
Independence Bank of Kentucky History No change 2,157 121 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 13, 2026
RMG Wealth Management LLC History No change 2,026 117 0.01% 0.01% 1289 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,060 116 0.01% 0.01% 1290 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 1,902 107 0.0% 0.0% 1291 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 1,900 107 0.03% 0.03% 1292 0 0.0% Q2 2026 Jul 28, 2026
Sage Mountain Advisors LLC History No change 1,856 104 0.01% 0.01% 1293 0 0.0% Q2 2026 Aug 05, 2026
Chung Wu Investment Group, LLC History No change 1,850 104 0.07% 0.07% 1294 0 0.0% Q2 2026 Jul 31, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,700 96 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 20, 2026
BAYBAN History No change 1,640 92 0.07% 0.07% 1296 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Advisors History No change 1,618 91 0.01% 0.01% 1297 0 0.0% Q2 2026 Aug 11, 2026
Peck Wealth Management, LLC History No change 1,612 91 0.08% 0.08% 1298 0 0.0% Q2 2026 Jul 31, 2026
3Chopt Investment Partners, LLC History No change 1,584 89 0.02% 0.02% 1299 0 0.0% Q2 2026 Jul 29, 2026
Centerpoint Advisors, LLC History No change 1,505 85 0.02% 0.02% 1300 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 1,385 78 0.01% 0.01% 1301 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 1,368 76 0.01% 0.01% 1302 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,319 74 0.01% 0.01% 1303 0 0.0% Q2 2026 Jul 29, 2026
Dunhill Financial, LLC History No change 1,274 71 0.01% 0.01% 1304 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 1,225 69 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,184 66 0.01% 0.01% 1306 0 0.0% Q2 2026 Sep 02, 2026
Westfuller Advisors, LLC History No change 1,176 66 0.02% 0.02% 1307 0 0.0% Q2 2026 Jul 29, 2026
Coastline Trust Co History No change 1,151 64 0.01% 0.01% 1308 0 0.0% Q3 2026 Oct 01, 2026
Godfrey Financial Associates, Inc. History No change 1,120 63 0.05% 0.05% 1309 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 1,108 62 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 1,100 62 0.03% 0.03% 1311 0 0.0% Q2 2026 Jul 13, 2026
Rialto Wealth Management, LLC History No change 1,082 61 0.01% 0.01% 1312 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,069 60 0.0% 0.0% 1313 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 1,035 58 0.02% 0.02% 1314 0 0.0% Q2 2026 Jul 22, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,000 56 0.0% 0.0% 1315 0 0.0% Q2 2026 Jul 22, 2026
Truvestments Capital LLC History No change 996 56 0.01% 0.01% 1316 0 0.0% Q2 2026 Aug 12, 2026
Pacifica Partners Inc. History No change 1,000 56 0.02% 0.02% 1317 0 0.0% Q2 2026 Jul 13, 2026
Cetera Trust Company, N.A History No change 1,000 56 0.03% 0.03% 1318 0 0.0% Q2 2026 Aug 13, 2026
MeadowBrook Investment Advisors LLC History No change 990 55 0.04% 0.04% 1319 0 0.0% Q2 2026 Jul 20, 2026
Piscataqua Savings Bank History No change 975 55 0.04% 0.04% 1320 0 0.0% Q2 2026 Jul 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 943 53 0.02% 0.02% 1321 0 0.0% Q2 2026 Aug 05, 2026
Arlington Trust Co LLC History No change 946 53 0.0% 0.0% 1322 0 0.0% Q2 2026 Jul 07, 2026
Dynamic Wealth Strategies, LLC History No change 898 50 0.03% 0.03% 1323 0 0.0% Q2 2026 Jul 23, 2026
YANKCOM Partnership History No change 891 50 0.02% 0.02% 1324 0 0.0% Q2 2026 Jul 21, 2026
HHM Wealth Advisors, LLC History No change 877 49 0.0% 0.0% 1325 0 0.0% Q2 2026 Jul 13, 2026
High Point Wealth Management, LLC History No change 850 48 0.04% 0.04% 1326 0 0.0% Q2 2026 Jul 20, 2026
Millstone Evans Group, LLC History No change 841 47 0.03% 0.03% 1327 0 0.0% Q2 2026 Aug 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 750 42 0.0% 0.0% 1328 0 0.0% Q2 2026 Jul 21, 2026
Holos Integrated Wealth LLC History No change 701 39 0.02% 0.02% 1329 0 0.0% Q2 2026 Jul 15, 2026
Sunrise Financial Services, LLC History No change 700 39 0.02% 0.02% 1330 0 0.0% Q2 2026 Aug 12, 2026
Glassman Wealth Services History No change 650 36 0.0% 0.0% 1331 0 0.0% Q2 2026 Aug 05, 2026
Cordgrass Capital Advisors, LLC History No change 623 35 0.01% 0.01% 1332 0 0.0% Q2 2026 Aug 06, 2026
Barnes Dennig Private Wealth Management LLC History No change 615 34 0.03% 0.03% 1333 0 0.0% Q2 2026 Jul 15, 2026
Front Row Advisors LLC History No change 555 32 0.01% 0.01% 1334 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 538 30 0.0% 0.0% 1335 0 0.0% Q2 2026 Jul 27, 2026
DUNCKER STREETT & CO INC History No change 514 29 0.0% 0.0% 1336 0 0.0% Q2 2026 Jul 28, 2026
Financial Management Professionals, Inc. History No change 525 29 0.0% 0.0% 1337 0 0.0% Q2 2026 Jul 09, 2026
Monetary Solutions, Ltd History No change 529 29 0.02% 0.02% 1338 0 0.0% Q2 2026 Jul 23, 2026
WPG Advisers, LLC History No change 500 28 0.02% 0.02% 1339 0 0.0% Q2 2026 Aug 05, 2026
EFG International AG History No change 500 28 0.0% 0.0% 1340 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 481 27 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 490 27 0.01% 0.01% 1342 0 0.0% Q2 2026 Jul 31, 2026
GGM Financial LLC History No change 483 27 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 23, 2026
NBH Bank History No change 483 27 0.01% 0.01% 1344 0 0.0% Q2 2026 Aug 14, 2026
Game Plan Financial Advisors, LLC History No change 450 25 0.01% 0.01% 1345 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 439 24 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 438 24 0.02% 0.02% 1347 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 421 23 0.0% 0.0% 1348 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, Inc. History No change 415 23 0.0% 0.0% 1349 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 409 23 0.0% 0.0% 1350 0 0.0% Q2 2026 Jul 10, 2026
Quest 10 Wealth Builders, Inc. History No change 400 22 0.02% 0.02% 1351 0 0.0% Q2 2026 Jul 24, 2026
MidFirst Bank History No change 400 22 0.0% 0.0% 1352 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Financial Management LLC History No change 400 22 0.02% 0.02% 1353 0 0.0% Q2 2026 Aug 28, 2026
Global Trust Asset Management, LLC History No change 375 21 0.01% 0.01% 1354 0 0.0% Q2 2026 Aug 03, 2026
Acumen Wealth Advisors, LLC History No change 382 21 0.0% 0.0% 1355 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Counsel, Inc History No change 350 19 0.0% 0.0% 1356 0 0.0% Q2 2026 Jul 27, 2026
Dogwood Wealth Management LLC History No change 338 19 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 06, 2026
Highland Investment Advisors LLC History No change 340 19 0.01% 0.01% 1358 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 326 18 0.0% 0.0% 1359 0 0.0% Q2 2026 Jul 27, 2026
Lodestone Wealth Management LLC History No change 329 18 0.01% 0.01% 1360 0 0.0% Q2 2026 Jul 23, 2026
Noble Wealth Management PBC History No change 315 17 0.01% 0.01% 1361 0 0.0% Q3 2026 Oct 01, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 285 16 0.01% 0.01% 1362 0 0.0% Q2 2026 Jul 21, 2026
SRH ADVISORS, LLC History No change 280 15 0.0% 0.0% 1363 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 280 15 0.0% 0.0% 1364 0 0.0% Q2 2026 Jul 24, 2026
Financial Network Wealth Advisors LLC History No change 266 15 0.02% 0.02% 1365 0 0.0% Q2 2026 Jul 29, 2026
Synergy Investment Management, LLC History No change 279 15 0.0% 0.0% 1366 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 248 14 0.0% 0.0% 1367 0 0.0% Q2 2026 Jul 16, 2026
MILLER WEALTH ADVISORS, LLC History No change 235 13 0.01% 0.01% 1368 0 0.0% Q2 2026 Jul 29, 2026
Miller Global Investments, LLC History No change 245 13 0.01% 0.01% 1369 0 0.0% Q3 2026 Oct 02, 2026
Napier Financial, LLC History No change 228 12 0.0% 0.0% 1370 0 0.0% Q2 2026 Jul 31, 2026
ENTRUST FINANCIAL LLC History No change 225 12 0.01% 0.01% 1371 0 0.0% Q2 2026 Jul 20, 2026
SYM FINANCIAL Corp History No change 200 11 0.0% 0.0% 1372 0 0.0% Q2 2026 Aug 04, 2026
BESSEMER GROUP INC History No change 200 11 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 12, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 205 11 0.01% 0.01% 1374 0 0.0% Q2 2026 Aug 04, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 200 11 0.01% 0.01% 1375 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 200 11 0.0% 0.0% 1376 0 0.0% Q2 2026 Jul 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 196 11 0.0% 0.0% 1377 0 0.0% Q2 2026 Jul 31, 2026
Rice Partnership, LLC History No change 200 11 0.0% 0.0% 1378 0 0.0% Q2 2026 Jul 29, 2026
Elevated Capital Advisors, LLC History No change 204 11 0.0% 0.0% 1379 0 0.0% Q2 2026 Aug 03, 2026
Principia Wealth Advisory, LLC History No change 181 10 0.0% 0.0% 1380 0 0.0% Q2 2026 Aug 26, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 172 9 0.02% 0.02% 1381 0 0.0% Q2 2026 Aug 10, 2026
CHELSEA COUNSEL CO History No change 151 8 0.0% 0.0% 1382 0 0.0% Q2 2026 Aug 11, 2026
Signature Resources Capital Management, LLC History No change 150 8 0.0% 0.0% 1383 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 155 8 0.0% 0.0% 1384 0 0.0% Q2 2026 Aug 07, 2026
Investors Research Corp History No change 134 7 0.0% 0.0% 1385 0 0.0% Q2 2026 Jul 10, 2026
Imprint Wealth LLC History No change 139 7 0.03% 0.03% 1386 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 114 6 0.0% 0.0% 1387 0 0.0% Q2 2026 Aug 13, 2026
Strengthening Families & Communities, LLC History No change 117 6 0.0% 0.0% 1388 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY ADVISORS, INC. History No change 112 6 0.0% 0.0% 1389 0 0.0% Q2 2026 Jul 24, 2026
VIRTUS ADVISERS, LLC History No change 92 5 0.0% 0.0% 1390 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 90 5 0.0% 0.0% 1391 0 0.0% Q2 2026 Jul 02, 2026
Cornerstone Planning Group LLC History No change 101 5 0.0% 0.0% 1392 0 0.0% Q2 2026 Jul 29, 2026
Coston, McIsaac & Partners History No change 101 5 0.0% 0.0% 1393 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 73 5 0.0% 0.0% 1394 0 0.0% Q2 2026 Jul 08, 2026
Aspect Partners, LLC History No change 100 5 0.0% 0.0% 1395 0 0.0% Q2 2026 Jul 16, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 75 4 0.0% 0.0% 1396 0 0.0% Q2 2026 Jul 20, 2026
City State Bank History No change 75 4 0.0% 0.0% 1397 0 0.0% Q2 2026 Jul 14, 2026
Anchor Bay Capital, Inc. History No change 80 4 0.0% 0.0% 1398 0 0.0% Q2 2026 Aug 11, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 59 3 0.0% 0.0% 1399 0 0.0% Q2 2026 Aug 03, 2026
Coppell Advisory Solutions LLC History No change 34,280 3 0.0% 0.0% 1400 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 69 3 0.0% 0.0% 1401 0 0.0% Q2 2026 Aug 14, 2026
Go Invest LLC History No change 56 3 0.0% 0.0% 1402 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 46 2 0.0% 0.0% 1403 0 0.0% Q2 2026 Aug 11, 2026
Quaker Wealth Management, LLC History No change 52 2 0.0% 0.0% 1404 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 40 2 0.0% 0.0% 1405 0 0.0% Q2 2026 Jul 17, 2026
Cypress Capital Management LLC (WY) History No change 25 1 0.0% 0.0% 1406 0 0.0% Q2 2026 Aug 06, 2026
IAG Wealth Partners, LLC History No change 32 1 0.0% 0.0% 1407 0 0.0% Q2 2026 Aug 06, 2026
Guardian Partners Inc. History No change 35 1 0.0% 0.0% 1408 0 0.0% Q2 2026 Jul 29, 2026
Mountain Hill Investment Partners Corp. History No change 19 1 0.0% 0.0% 1409 0 0.0% Q2 2026 Jul 16, 2026
BIRCHBROOK, INC. History No change 29 1 0.0% 0.0% 1410 0 0.0% Q2 2026 Jul 08, 2026
GW&K Investment Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Beacon Capital Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 11 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Frazier Financial Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Park Square Financial Group, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Birchwood Financial Partners, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Medallion Wealth Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026