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

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 26,020,258 1,599,205 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 23,134,698 1,404,276 0.08% 0.08% 2 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 18,594,541 1,142,820 0.26% 0.26% 3 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 14,550,868 894,296 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 9,691,459 595,637 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 5,524,865 339,511 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 4,865,661 299,044 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,410,368 271,061 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 4,365,130 268,333 0.32% 0.32% 9 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,336,966 266,549 0.06% 0.06% 10 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 3,405,031 209,273 0.19% 0.19% 11 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,290,625 202,241 0.25% 0.25% 12 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 3,201,420 196,759 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,062,832 188,241 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,605,719 154,831 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 2,152,109 129,639 0.77% 0.77% 16 0 0.0% Q2 2026 Aug 17, 2026
RiverFront Investment Group, LLC History No change 2,060,239 126,622 1.67% 1.67% 17 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 1,728,321 106,222 0.45% 0.45% 18 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 1,648,740 101,331 0.21% 0.21% 19 0 0.0% Q2 2026 Aug 07, 2026
Adams Asset Advisors, LLC History No change 1,408,060 86,539 9.81% 9.81% 20 0 0.0% Q2 2026 Jul 13, 2026
STIFEL FINANCIAL CORP History No change 1,405,732 86,396 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL ADVISORS INC/OK History No change 1,392,157 85,561 1.26% 1.26% 22 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 1,309,528 80,483 0.26% 0.26% 23 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 1,256,696 77,237 0.15% 0.15% 24 0 0.0% Q2 2026 Aug 05, 2026
Hilton Capital Management, LLC History No change 1,186,561 72,926 4.96% 4.96% 25 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 1,146,600 70,470 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,131,484 69,541 0.01% 0.01% 27 0 0.0% Q2 2026 Sep 02, 2026
Private Advisor Group, LLC History No change 960,111 59,008 0.27% 0.27% 28 0 0.0% Q2 2026 Jul 27, 2026
Mariner, LLC History No change 882,072 54,212 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 840,881 51,680 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 798,914 49,101 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 798,222 49,059 0.11% 0.11% 32 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 754,312 46,360 1.05% 1.05% 33 0 0.0% Q2 2026 Jul 22, 2026
Apollon Wealth Management, LLC History No change 725,799 44,607 0.54% 0.54% 34 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 698,508 42,929 0.28% 0.28% 35 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 688,736 42,329 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 678,789 41,718 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 07, 2026
Wealth Advisors of Iowa, LLC History No change 674,013 41,424 11.22% 11.22% 38 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 661,744 40,670 0.21% 0.21% 39 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 655,652 40,296 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 635,496 39,057 0.62% 0.62% 41 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 632,916 38,898 0.12% 0.12% 42 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 617,356 37,942 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 613,914 37,731 0.05% 0.05% 44 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 574,331 35,298 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 12, 2026
Traynor Capital Management, Inc. History No change 559,504 34,387 1.58% 1.58% 46 0 0.0% Q2 2026 Jul 22, 2026
Magnus Financial Group LLC History No change 540,109 33,195 2.35% 2.35% 47 0 0.0% Q2 2026 Jul 09, 2026
Lebenthal Global Advisors, LLC History No change 525,973 32,326 4.36% 4.36% 48 0 0.0% Q2 2026 Jul 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 520,036 31,961 0.57% 0.57% 49 0 0.0% Q2 2026 Jul 14, 2026
Venture Visionary Partners LLC History No change 485,267 29,824 0.83% 0.83% 50 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 484,137 29,755 0.53% 0.53% 51 0 0.0% Q2 2026 Jul 31, 2026
Kingsview Wealth Management, LLC History No change 469,715 28,868 0.35% 0.35% 52 0 0.0% Q2 2026 Aug 18, 2026
PSI Advisors, LLC History No change 469,545 28,858 6.7% 6.7% 53 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 461,114 28,340 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 12, 2026
James Reed Financial Services, Inc. History No change 424,120 26,066 19.9% 19.9% 55 0 0.0% Q2 2026 Jul 16, 2026
Integrated Wealth Concepts LLC History No change 416,331 25,587 0.17% 0.17% 56 0 0.0% Q2 2026 Sep 08, 2026
Cornerstone Advisory, LLC History No change 394,178 24,226 2.01% 2.01% 57 0 0.0% Q2 2026 Jul 29, 2026
SageGuard Financial Group, LLC History No change 380,856 23,407 3.29% 3.29% 58 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 365,327 22,453 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 360,324 22,145 0.13% 0.13% 60 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 358,660 21,702 0.04% 0.04% 61 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 351,960 21,631 0.4% 0.4% 62 0 0.0% Q2 2026 Jul 15, 2026
Wealthfront Advisers LLC History No change 346,859 21,317 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 314,799 19,347 0.42% 0.42% 64 0 0.0% Q2 2026 Jul 17, 2026
WESTWOOD HOLDINGS GROUP INC History No change 314,272 19,315 0.15% 0.15% 65 0 0.0% Q2 2026 Aug 14, 2026
PVG ASSET MANAGEMENT CORP History No change 280,457 17,236 9.95% 9.95% 66 0 0.0% Q2 2026 Jul 01, 2026
Prime Capital Investment Advisors, LLC History No change 273,129 16,786 0.16% 0.16% 67 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 264,957 16,299 0.07% 0.07% 68 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 254,749 15,656 0.45% 0.45% 69 0 0.0% Q2 2026 Jul 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 250,359 15,393 0.08% 0.08% 70 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 248,290 15,259 0.4% 0.4% 71 0 0.0% Q2 2026 Jul 07, 2026
Aventura Private Wealth, LLC History No change 243,261 14,950 4.59% 4.59% 72 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 242,328 14,893 0.6% 0.6% 73 0 0.0% Q2 2026 Jul 27, 2026
KINTRA WEALTH, LLC History No change 239,153 14,449 0.76% 0.76% 74 0 0.0% Q2 2026 Aug 14, 2026
Compass Financial Services Inc History No change 234,825 14,432 5.39% 5.39% 75 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 228,134 14,021 0.4% 0.4% 76 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 224,862 13,821 0.2% 0.2% 77 0 0.0% Q2 2026 Jul 15, 2026
HUNTINGTON NATIONAL BANK History No change 224,259 13,782 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 222,830 13,695 0.51% 0.51% 79 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 222,389 13,668 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 13, 2026
Bernardo Wealth Planning LLC History No change 222,110 13,650 2.33% 2.33% 81 0 0.0% Q2 2026 Jul 27, 2026
Centurion Wealth Management LLC History No change 221,476 13,611 3.25% 3.25% 82 0 0.0% Q2 2026 Jul 09, 2026
Cambridge Advisors Inc. History No change 204,827 12,588 2.16% 2.16% 83 0 0.0% Q2 2026 Jul 16, 2026
Beacon Financial Advisory LLC History No change 202,252 12,430 2.45% 2.45% 84 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 199,609 12,267 0.06% 0.06% 85 0 0.0% Q2 2026 Aug 18, 2026
Prota Financial, LLC History No change 200,297 12,057 7.94% 7.94% 86 0 0.0% Q2 2026 Jul 07, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 191,234 11,753 3.2% 3.2% 87 0 0.0% Q2 2026 Jul 23, 2026
Eldridge Investment Advisors, Inc. History No change 191,129 11,625 2.3% 2.3% 88 0 0.0% Q2 2026 Aug 10, 2026
Morse Asset Management, Inc History No change 189,118 11,623 1.92% 1.92% 89 0 0.0% Q2 2026 Aug 13, 2026
Caerus Investment Advisors, LLC History No change 188,082 11,559 3.85% 3.85% 90 0 0.0% Q2 2026 Aug 14, 2026
Mountain Capital Investment Advisors Inc. History No change 187,021 11,494 1.64% 1.64% 91 0 0.0% Q2 2026 Jul 14, 2026
NATIXIS ADVISORS, LLC History No change 184,612 11,346 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 183,824 11,297 0.28% 0.28% 93 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 182,903 11,241 0.12% 0.12% 94 0 0.0% Q2 2026 Jul 28, 2026
Three Magnolias Financial Advisors, LLC History No change 181,178 11,135 6.2% 6.2% 95 0 0.0% Q2 2026 Jul 31, 2026
Coastal Bridge Advisors, LLC History No change 168,364 10,347 0.64% 0.64% 96 0 0.0% Q2 2026 Aug 17, 2026
Indivisible Partners History No change 167,337 10,284 0.58% 0.58% 97 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 166,464 10,230 0.08% 0.08% 98 0 0.0% Q2 2026 Aug 14, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 166,216 10,215 5.73% 5.73% 99 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History No change 166,081 10,207 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 165,847 10,192 0.27% 0.27% 101 0 0.0% Q2 2026 Aug 14, 2026
ADG Wealth Management Group, LLC History No change 162,899 10,011 6.36% 6.36% 102 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 160,918 9,890 0.05% 0.05% 103 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 159,768 9,819 0.3% 0.3% 104 0 0.0% Q2 2026 Jul 15, 2026
Smartleaf Asset Management LLC History No change 159,537 9,683 0.31% 0.31% 105 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 157,145 9,658 0.2% 0.2% 106 0 0.0% Q2 2026 Aug 06, 2026
Principle Wealth Partners LLC History No change 156,531 9,620 0.47% 0.47% 107 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 156,440 9,614 0.08% 0.08% 108 0 0.0% Q2 2026 Jul 27, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 156,378 9,611 3.26% 3.26% 109 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History No change 155,370 9,549 0.07% 0.07% 110 0 0.0% Q2 2026 Jul 17, 2026
STEPHENS INC /AR/ History No change 154,910 9,520 0.11% 0.11% 111 0 0.0% Q2 2026 Jul 29, 2026
Mechanics Bank Trust Department History No change 154,254 9,480 1.17% 1.17% 112 0 0.0% Q2 2026 Jul 07, 2026
FIFTH THIRD BANCORP History No change 152,716 9,385 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 05, 2026
IVC Wealth Advisors LLC History No change 151,657 9,320 3.64% 3.64% 114 0 0.0% Q2 2026 Jul 14, 2026
Summit Financial, LLC History No change 151,581 9,316 0.1% 0.1% 115 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 149,578 9,193 0.15% 0.15% 116 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 145,334 8,932 0.19% 0.19% 117 0 0.0% Q2 2026 Aug 14, 2026
Advisory Resource Group History No change 144,604 8,887 1.34% 1.34% 118 0 0.0% Q2 2026 Jul 14, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 144,284 8,867 0.89% 0.89% 119 0 0.0% Q2 2026 Jul 13, 2026
PARK AVENUE SECURITIES LLC History No change 142,136 8,736 0.05% 0.05% 120 0 0.0% Q2 2026 Jul 20, 2026
Carr Financial Group Corp History No change 142,112 8,734 2.01% 2.01% 121 0 0.0% Q2 2026 Aug 06, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 138,987 8,542 2.67% 2.67% 122 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 138,516 8,513 0.37% 0.37% 123 0 0.0% Q2 2026 Jul 22, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 138,473 8,510 1.39% 1.39% 124 0 0.0% Q2 2026 Jul 27, 2026
MTM FINANCIAL GROUP, LLC History No change 138,264 8,497 3.64% 3.64% 125 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 144,055 8,431 0.17% 0.17% 126 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 133,863 8,227 0.08% 0.08% 127 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 133,710 8,217 0.08% 0.08% 128 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 132,470 8,141 0.15% 0.15% 129 0 0.0% Q2 2026 Jul 09, 2026
Patriot Financial Group Insurance Agency, LLC History No change 132,001 8,112 0.83% 0.83% 130 0 0.0% Q2 2026 Jul 16, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 131,155 8,060 0.1% 0.1% 131 0 0.0% Q2 2026 Aug 07, 2026
Garden State Investment Advisory Services LLC History No change 127,998 7,866 1.42% 1.42% 132 0 0.0% Q2 2026 Aug 11, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 127,319 7,825 1.23% 1.23% 133 0 0.0% Q2 2026 Jul 15, 2026
MONEY CONCEPTS CAPITAL CORP History No change 124,747 7,666 0.36% 0.36% 134 0 0.0% Q2 2026 Aug 04, 2026
Granite Bay Wealth Management, LLC History No change 123,253 7,575 0.7% 0.7% 135 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 121,643 7,476 0.36% 0.36% 136 0 0.0% Q2 2026 Aug 11, 2026
Wick Capital Partners, LLC History No change 120,949 7,433 1.12% 1.12% 137 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 120,817 7,425 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 120,356 7,394 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
Z3 Capital Partners, LLC History No change 118,720 7,296 1.53% 1.53% 140 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 118,400 7,276 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 117,880 7,244 0.23% 0.23% 142 0 0.0% Q2 2026 Jul 27, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 117,181 7,201 3.5% 3.5% 143 0 0.0% Q2 2026 Jul 08, 2026
AE Wealth Management LLC History No change 116,652 7,169 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 03, 2026
NFSG Corp History No change 115,491 7,098 0.88% 0.88% 145 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 114,630 7,045 0.27% 0.27% 146 0 0.0% Q2 2026 Aug 17, 2026
New England Private Wealth Advisors LLC History No change 121,260 7,028 0.68% 0.68% 147 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 114,226 7,020 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 03, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 114,224 7,020 1.29% 1.29% 149 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 113,968 7,004 0.16% 0.16% 150 0 0.0% Q2 2026 Aug 05, 2026
High Net Worth Advisory Group LLC History No change 112,136 6,891 1.46% 1.46% 151 0 0.0% Q2 2026 Jul 29, 2026
PRINCIPAL SECURITIES, INC. History No change 111,963 6,881 0.08% 0.08% 152 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 113,001 6,802 0.41% 0.41% 153 0 0.0% Q2 2026 Jul 22, 2026
TWO SIGMA INVESTMENTS, LP History No change 108,200 6,649 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 107,505 6,607 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 13, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 106,324 6,534 3.56% 3.56% 156 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 106,236 6,529 0.19% 0.19% 157 0 0.0% Q2 2026 Jul 07, 2026
Arkadios Wealth Advisors History No change 105,238 6,467 0.1% 0.1% 158 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 104,626 6,430 0.11% 0.11% 159 0 0.0% Q2 2026 Jul 21, 2026
MBL Wealth, LLC History No change 100,903 6,201 0.42% 0.42% 160 0 0.0% Q2 2026 Jul 15, 2026
Trinity Legacy Partners, LLC History No change 103,616 6,140 1.23% 1.23% 161 0 0.0% Q2 2026 Jul 24, 2026
Bank of New York Mellon Corp History No change 99,594 6,120 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 06, 2026
Clear Creek Financial Management, LLC History No change 98,737 6,068 0.39% 0.39% 163 0 0.0% Q2 2026 Jul 27, 2026
Ignite Planners, LLC History No change 98,197 6,035 0.83% 0.83% 164 0 0.0% Q2 2026 Jul 23, 2026
NWF Advisory Services Inc. History No change 98,165 6,033 0.57% 0.57% 165 0 0.0% Q2 2026 Jul 29, 2026
Intrepid Financial Planning Group LLC History No change 97,381 5,985 2.03% 2.03% 166 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 97,337 5,982 0.13% 0.13% 167 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 97,123 5,969 0.11% 0.11% 168 0 0.0% Q2 2026 Aug 14, 2026
Eagle Bluffs Wealth Management LLC History No change 96,228 5,914 1.98% 1.98% 169 0 0.0% Q2 2026 Aug 06, 2026
RWQ Financial Management Services, Inc. History No change 95,537 5,871 2.83% 2.83% 170 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 95,380 5,862 0.12% 0.12% 171 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 94,561 5,811 0.29% 0.29% 172 0 0.0% Q2 2026 Jul 28, 2026
KFG WEALTH MANAGEMENT, LLC History No change 94,423 5,803 0.66% 0.66% 173 0 0.0% Q2 2026 Jul 22, 2026
Kingstone Capital Partners Texas, LLC History No change 94,335 5,797 3.09% 3.09% 174 0 0.0% Q2 2026 Aug 10, 2026
AlphaStar Capital Management, LLC History No change 93,958 5,774 0.37% 0.37% 175 0 0.0% Q2 2026 Jul 30, 2026
Headlands Technologies LLC History No change 93,776 5,763 0.61% 0.61% 176 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 93,077 5,720 0.18% 0.18% 177 0 0.0% Q2 2026 Jul 31, 2026
Maia Wealth LLC History No change 92,425 5,680 0.84% 0.84% 178 0 0.0% Q2 2026 Jul 28, 2026
Perennial Investment Advisors, LLC History No change 92,236 5,668 0.38% 0.38% 179 0 0.0% Q2 2026 Aug 14, 2026
Ulland Investment Advisors, LLC History No change 89,366 5,492 4.05% 4.05% 180 0 0.0% Q2 2026 Jul 16, 2026
NICOLET BANKSHARES INC History No change 88,546 5,437 0.17% 0.17% 181 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 88,119 5,415 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 87,236 5,361 0.09% 0.09% 183 0 0.0% Q2 2026 Aug 11, 2026
Hexagon Capital Partners LLC History No change 86,740 5,331 0.75% 0.75% 184 0 0.0% Q2 2026 Aug 06, 2026
21 West Wealth Management LLC History No change 86,508 5,316 4.54% 4.54% 185 0 0.0% Q2 2026 Jul 13, 2026
Vienna Asset Management LLC History No change 86,240 5,300 3.71% 3.71% 186 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 84,885 5,217 0.07% 0.07% 187 0 0.0% Q2 2026 Aug 12, 2026
Intelligence Driven Advisers, LLC History No change 84,000 5,162 0.84% 0.84% 188 0 0.0% Q2 2026 Aug 06, 2026
Semus Wealth Partners LLC History No change 83,243 5,116 2.47% 2.47% 189 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 82,531 5,072 0.13% 0.13% 190 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 81,980 5,038 0.31% 0.31% 191 0 0.0% Q2 2026 Aug 07, 2026
Gateway Wealth Partners, LLC History No change 81,873 5,031 0.3% 0.3% 192 0 0.0% Q2 2026 Aug 04, 2026
World Investment Advisors History No change 89,883 5,012 0.08% 0.08% 193 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 81,180 4,989 0.02% 0.02% 194 0 0.0% Q2 2026 Jul 13, 2026
Onyx Bridge Wealth Group LLC History No change 80,567 4,951 0.45% 0.45% 195 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 80,303 4,935 0.3% 0.3% 196 0 0.0% Q2 2026 Jul 23, 2026
WCG Wealth Advisors LLC History No change 80,137 4,925 0.12% 0.12% 197 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 79,639 4,894 0.04% 0.04% 198 0 0.0% Q2 2026 Jul 24, 2026
FAS Wealth Partners, Inc. History No change 78,888 4,848 0.25% 0.25% 199 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 78,814 4,843 0.06% 0.06% 200 0 0.0% Q2 2026 Jul 20, 2026
Apella Capital, LLC History No change 80,157 4,754 0.07% 0.07% 201 0 0.0% Q2 2026 Jul 08, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 76,401 4,695 0.54% 0.54% 202 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 76,233 4,685 0.18% 0.18% 203 0 0.0% Q2 2026 Jul 23, 2026
S&A Financial Services, Inc. History No change 76,042 4,673 2.85% 2.85% 204 0 0.0% Q2 2026 Jul 27, 2026
Sunpointe, LLC History No change 75,828 4,660 1.32% 1.32% 205 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 74,946 4,606 0.27% 0.27% 206 0 0.0% Q2 2026 Aug 05, 2026
Trajan Wealth LLC History No change 73,763 4,533 0.17% 0.17% 207 0 0.0% Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History No change 72,197 4,437 0.4% 0.4% 208 0 0.0% Q2 2026 Jul 16, 2026
Ellis Investment Partners, LLC History No change 72,096 4,431 0.67% 0.67% 209 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 72,048 4,428 0.27% 0.27% 210 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 71,574 4,398 0.14% 0.14% 211 0 0.0% Q2 2026 Jul 31, 2026
Krilogy Financial LLC History No change 71,412 4,388 0.13% 0.13% 212 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 71,376 4,386 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 14, 2026
Saxony Capital Management, LLC History No change 71,133 4,371 2.0% 2.0% 214 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 70,647 4,341 0.05% 0.05% 215 0 0.0% Q2 2026 Aug 04, 2026
Princeton Global Asset Management LLC History No change 70,090 4,307 0.62% 0.62% 216 0 0.0% Q2 2026 Jul 16, 2026
SlateStone Wealth, LLC History No change 68,550 4,213 0.32% 0.32% 217 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 68,387 4,203 0.19% 0.19% 218 0 0.0% Q2 2026 Jul 23, 2026
Curtis Advisory Group, LLC History No change 68,005 4,179 0.81% 0.81% 219 0 0.0% Q2 2026 Jul 29, 2026
RPg Family Wealth Advisory, LLC History No change 67,978 4,177 0.87% 0.87% 220 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 67,725 4,162 0.16% 0.16% 221 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT GUYS FORMULA LLC History No change 67,455 4,145 1.56% 1.56% 222 0 0.0% Q2 2026 Jul 30, 2026
Verity Asset Management, Inc. History No change 67,370 4,140 1.57% 1.57% 223 0 0.0% Q2 2026 Aug 13, 2026
Turn8 Private Wealth Inc. History No change 66,438 4,083 2.72% 2.72% 224 0 0.0% Q2 2026 Aug 03, 2026
Global Assets Advisory, LLC History No change 67,057 4,047 0.88% 0.88% 225 0 0.0% Q2 2026 Jul 27, 2026
Lionhunter Capital Management, LLC History No change 65,145 4,003 1.8% 1.8% 226 0 0.0% Q2 2026 Aug 13, 2026
Palacios Wealth Management, LLC History No change 64,789 3,981 2.35% 2.35% 227 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 64,477 3,962 0.44% 0.44% 228 0 0.0% Q2 2026 Jul 09, 2026
Wagner Wealth Management, LLC History No change 64,329 3,953 0.73% 0.73% 229 0 0.0% Q2 2026 Jul 24, 2026
SMITH, MOORE & CO. History No change 64,288 3,951 0.26% 0.26% 230 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 63,632 3,910 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 63,336 3,892 0.96% 0.96% 232 0 0.0% Q2 2026 Aug 27, 2026
Mayfair Advisory Group, LLC History No change 67,011 3,883 1.17% 1.17% 233 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 62,843 3,862 0.04% 0.04% 234 0 0.0% Q2 2026 Aug 04, 2026
Koshinski Asset Management, Inc. History No change 62,757 3,857 0.21% 0.21% 235 0 0.0% Q2 2026 Jul 27, 2026
Summit Wealth Partners, LLC History No change 62,711 3,854 0.55% 0.55% 236 0 0.0% Q2 2026 Aug 03, 2026
FLAGSTAR SECURITIES, INC History No change 62,028 3,812 1.15% 1.15% 237 0 0.0% Q2 2026 Jul 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 61,566 3,783 0.11% 0.11% 238 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 61,547 3,782 0.06% 0.06% 239 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 61,479 3,778 0.04% 0.04% 240 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 61,151 3,758 0.06% 0.06% 241 0 0.0% Q2 2026 Aug 06, 2026
Pine Valley Investments Ltd Liability Co History No change 61,158 3,758 0.15% 0.15% 242 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 60,408 3,712 0.06% 0.06% 243 0 0.0% Q2 2026 Jul 15, 2026
WESTBOURNE INVESTMENTS, INC. History No change 60,130 3,695 1.51% 1.51% 244 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 60,135 3,695 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 12, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 60,000 3,687 0.21% 0.21% 246 0 0.0% Q2 2026 Jul 24, 2026
Investment Partners Asset Management, Inc. History No change 59,833 3,677 2.04% 2.04% 247 0 0.0% Q2 2026 Jul 24, 2026
BEAM WEALTH ADVISORS, INC. History No change 59,622 3,664 0.81% 0.81% 248 0 0.0% Q2 2026 Jul 29, 2026
M.E. ALLISON & CO., INC. History No change 59,114 3,633 2.09% 2.09% 249 0 0.0% Q2 2026 Jul 07, 2026
OPPENHEIMER & CO INC History No change 59,086 3,631 0.04% 0.04% 250 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 58,185 3,576 0.06% 0.06% 251 0 0.0% Q2 2026 Jul 20, 2026
WMS Group LLC History No change 57,985 3,563 4.6% 4.6% 252 0 0.0% Q2 2026 Jul 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 57,879 3,557 0.13% 0.13% 253 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 57,124 3,510 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 55,995 3,441 0.11% 0.11% 255 0 0.0% Q2 2026 Aug 14, 2026
Perissos Private Wealth Management, LLC History No change 55,598 3,417 2.3% 2.3% 256 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 55,357 3,402 0.37% 0.37% 257 0 0.0% Q2 2026 Aug 14, 2026
PLANNING DIRECTIONS INC History No change 55,104 3,386 1.57% 1.57% 258 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL PLANNING, INC History No change 54,547 3,352 1.14% 1.14% 259 0 0.0% Q2 2026 Aug 06, 2026
Lighthouse Financial LLC History No change 54,509 3,350 1.74% 1.74% 260 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 54,086 3,324 0.08% 0.08% 261 0 0.0% Q2 2026 Jul 31, 2026
Sloy Dahl & Holst, LLC History No change 54,077 3,323 0.41% 0.41% 262 0 0.0% Q2 2026 Aug 13, 2026
Capstone Wealth Management Group, Inc. History No change 54,056 3,322 2.0% 2.0% 263 0 0.0% Q2 2026 Jul 27, 2026
Avidian Wealth Enterprises, LLC History No change 53,636 3,296 0.09% 0.09% 264 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 53,484 3,287 0.16% 0.16% 265 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 54,508 3,287 0.16% 0.16% 266 0 0.0% Q2 2026 Jul 28, 2026
Rooted Wealth Advisors, Inc. History No change 53,492 3,287 0.8% 0.8% 267 0 0.0% Q2 2026 Jul 28, 2026
4WEALTH ADVISORS, INC. History No change 53,652 3,256 2.5% 2.5% 268 0 0.0% Q2 2026 Jul 17, 2026
Ring Mountain Capital, LLC History No change 52,624 3,234 1.36% 1.36% 269 0 0.0% Q2 2026 Aug 11, 2026
Purus Wealth Management, LLC History No change 52,616 3,233 0.89% 0.89% 270 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 51,625 3,172 0.02% 0.02% 271 0 0.0% Q2 2026 Sep 23, 2026
Clarity Wealth Advisors, LLC History No change 51,418 3,160 0.56% 0.56% 272 0 0.0% Q2 2026 Jul 24, 2026
TBH Global Asset Management, LLC History No change 51,305 3,153 0.58% 0.58% 273 0 0.0% Q2 2026 Aug 05, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 51,163 3,144 0.85% 0.85% 274 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 50,492 3,103 0.21% 0.21% 275 0 0.0% Q2 2026 Aug 11, 2026
PMG Family Office LLC History No change 50,464 3,101 2.86% 2.86% 276 0 0.0% Q2 2026 Jul 16, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 49,989 3,072 1.76% 1.76% 277 0 0.0% Q2 2026 Jul 15, 2026
San Luis Wealth Advisors LLC History No change 49,781 3,059 0.46% 0.46% 278 0 0.0% Q2 2026 Jul 16, 2026
Pasadena Private Wealth, LLC History No change 49,764 3,058 0.39% 0.39% 279 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 49,527 3,043 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 10, 2026
Valmark Advisers, Inc. History No change 49,265 3,027 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 06, 2026
M Holdings Securities, Inc. History No change 50,022 3,017 0.41% 0.41% 282 0 0.0% Q2 2026 Aug 11, 2026
Generation Capital Management LLC History No change 48,990 3,010 1.85% 1.85% 283 0 0.0% Q2 2026 Aug 13, 2026
Oxinas Partners, LLC History No change 48,828 3,000 1.18% 1.18% 284 0 0.0% Q2 2026 Jul 14, 2026
Hibernia Wealth Partners, LLC History No change 48,176 2,960 1.6% 1.6% 285 0 0.0% Q2 2026 Jul 23, 2026
Herold Advisors, Inc. History No change 47,728 2,923 0.58% 0.58% 286 0 0.0% Q2 2026 Jul 22, 2026
Concorde Financial Corp History No change 47,298 2,906 2.34% 2.34% 287 0 0.0% Q2 2026 Aug 14, 2026
Slagle Financial, LLC History No change 47,251 2,904 0.87% 0.87% 288 0 0.0% Q2 2026 Jul 29, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 47,238 2,903 0.84% 0.84% 289 0 0.0% Q2 2026 Jul 14, 2026
Colonial River Investments, LLC History No change 47,214 2,901 0.83% 0.83% 290 0 0.0% Q2 2026 Jul 24, 2026
Sulzberger Capital Advisors, Inc. History No change 46,754 2,873 2.8% 2.8% 291 0 0.0% Q2 2026 Jul 17, 2026
Gotham Asset Management, LLC History No change 46,400 2,851 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
Goldstone Financial Group, LLC History No change 46,081 2,832 0.26% 0.26% 293 0 0.0% Q2 2026 Aug 11, 2026
Lifestyle Asset Management, Inc. History No change 45,867 2,819 0.76% 0.76% 294 0 0.0% Q2 2026 Jul 20, 2026
Financial Partners Group, Inc History No change 45,774 2,813 0.29% 0.29% 295 0 0.0% Q2 2026 Jul 23, 2026
WNY Asset Management, LLC History No change 45,717 2,809 0.25% 0.25% 296 0 0.0% Q2 2026 Aug 17, 2026
Significant Wealth Partners LLC History No change 45,672 2,807 3.04% 3.04% 297 0 0.0% Q2 2026 Jul 14, 2026
Security National Bank History No change 45,570 2,800 0.33% 0.33% 298 0 0.0% Q2 2026 Jul 15, 2026
PDS Planning, Inc History No change 45,203 2,778 0.16% 0.16% 299 0 0.0% Q2 2026 Aug 05, 2026
TrustBank History No change 45,184 2,777 0.94% 0.94% 300 0 0.0% Q2 2026 Jul 20, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 44,805 2,753 0.49% 0.49% 301 0 0.0% Q2 2026 Jul 21, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 44,746 2,750 2.0% 2.0% 302 0 0.0% Q2 2026 Jul 24, 2026
Henderson Brothers Financial Partners, LLC History No change 43,840 2,694 1.28% 1.28% 303 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 43,797 2,691 0.14% 0.14% 304 0 0.0% Q2 2026 Aug 04, 2026
D'Orazio & Associates, Inc. History No change 43,489 2,672 0.31% 0.31% 305 0 0.0% Q2 2026 Jul 28, 2026
GILL CAPITAL PARTNERS, LLC History No change 43,195 2,654 0.7% 0.7% 306 0 0.0% Q2 2026 Aug 20, 2026
TrueWealth Advisors, LLC History No change 43,088 2,648 0.6% 0.6% 307 0 0.0% Q2 2026 Jul 08, 2026
J.Safra Asset Management Corp History No change 42,895 2,636 0.12% 0.12% 308 0 0.0% Q2 2026 Aug 06, 2026
Sequent Planning LLC History No change 42,729 2,626 0.56% 0.56% 309 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 42,705 2,624 0.36% 0.36% 310 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 42,493 2,611 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 11, 2026
American Trust History No change 41,881 2,574 0.2% 0.2% 312 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 41,155 2,529 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 07, 2026
HERBST GROUP, LLC History No change 41,110 2,526 1.38% 1.38% 314 0 0.0% Q2 2026 Jul 09, 2026
Caprock Group, LLC History No change 41,055 2,523 0.05% 0.05% 315 0 0.0% Q2 2026 Jul 27, 2026
Fiduciary Alliance LLC History No change 41,041 2,522 0.17% 0.17% 316 0 0.0% Q2 2026 Jul 20, 2026
Inspire Advisors, LLC History No change 40,663 2,499 0.17% 0.17% 317 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 40,644 2,497 1.09% 1.09% 318 0 0.0% Q2 2026 Jul 23, 2026
Joseph P. Lucia & Associates, LLC History No change 40,202 2,470 0.74% 0.74% 319 0 0.0% Q2 2026 Aug 07, 2026
MCDONALD PARTNERS LLC History No change 39,131 2,404 0.58% 0.58% 320 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 38,878 2,389 0.43% 0.43% 321 0 0.0% Q2 2026 Jul 20, 2026
Corient Private Wealth LP History No change 38,822 2,386 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 27, 2026
Invst, LLC History No change 38,786 2,383 0.23% 0.23% 323 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 38,650 2,375 0.2% 0.2% 324 0 0.0% Q2 2026 Aug 10, 2026
Integras Partners LLC History No change 38,453 2,363 1.3% 1.3% 325 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 38,273 2,352 0.08% 0.08% 326 0 0.0% Q2 2026 Aug 13, 2026
Modus Advisors, LLC History No change 37,792 2,322 0.57% 0.57% 327 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 37,843 2,318 0.62% 0.43% 328 +11,118 41.6% Q3 2026 Oct 02, 2026
Confluence Wealth Services, Inc. History No change 37,497 2,304 0.07% 0.07% 329 0 0.0% Q2 2026 Jul 22, 2026
CIBC WORLD MARKET INC. History No change 37,310 2,293 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 37,198 2,286 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 29, 2026
Putney Financial Group LLC History No change 37,000 2,274 2.05% 2.05% 332 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Concepts, LLC History No change 36,242 2,227 0.66% 0.66% 333 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 35,834 2,202 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 35,757 2,197 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 35,735 2,196 0.2% 0.2% 336 0 0.0% Q2 2026 Jul 22, 2026
Cresset Asset Management, LLC History No change 35,493 2,181 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 35,286 2,168 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 35,269 2,167 0.6% 0.6% 339 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 34,876 2,143 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 12, 2026
Bridgewealth Advisory Group, LLC History No change 34,836 2,141 0.4% 0.4% 341 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 34,631 2,128 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 34,357 2,111 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 33,991 2,089 0.08% 0.08% 344 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 33,197 2,040 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Group, LLC History No change 33,139 2,036 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 32,898 2,021 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 19, 2026
CHAPIN DAVIS, INC. History No change 32,869 2,020 0.36% 0.36% 348 0 0.0% Q2 2026 Jul 07, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 32,861 2,019 0.19% 0.19% 349 0 0.0% Q2 2026 Jul 09, 2026
TOMPKINS FINANCIAL CORP History No change 32,632 2,005 0.14% 0.14% 350 0 0.0% Q2 2026 Jul 15, 2026
Diversify Advisory Services, LLC History No change 34,672 2,001 0.03% 0.03% 351 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 34,672 2,001 0.03% 0.03% 352 0 0.0% Q2 2026 Jul 29, 2026
Marshall Financial Group, LLC History No change 32,051 1,969 0.29% 0.29% 353 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 31,868 1,958 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 31,735 1,950 0.05% 0.05% 355 0 0.0% Q2 2026 Aug 13, 2026
Financial Guidance Group, Inc. History No change 31,704 1,948 0.73% 0.73% 356 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 31,640 1,944 0.06% 0.06% 357 0 0.0% Q2 2026 Aug 11, 2026
John W. Brooker & Co., CPAs History No change 31,618 1,943 2.35% 2.35% 358 0 0.0% Q2 2026 Jul 20, 2026
IMA Advisory Services, Inc. History No change 31,218 1,918 0.12% 0.12% 359 0 0.0% Q2 2026 Aug 10, 2026
CPWA, LLC History No change 31,156 1,914 2.22% 2.22% 360 0 0.0% Q2 2026 Jul 30, 2026
CVA Family Office, LLC History No change 31,065 1,909 0.17% 0.17% 361 0 0.0% Q2 2026 Aug 07, 2026
LexAurum Advisors, LLC History No change 30,729 1,888 0.22% 0.22% 362 0 0.0% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History No change 30,645 1,883 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 22, 2026
WEALTH EFFECTS LLC History No change 30,293 1,861 0.5% 0.5% 364 0 0.0% Q2 2026 Aug 06, 2026
Haverford Trust Co History No change 30,172 1,854 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 30,159 1,853 0.06% 0.06% 366 0 0.0% Q2 2026 Jul 17, 2026
Prosperity Consulting Group, LLC History No change 30,156 1,853 0.07% 0.07% 367 0 0.0% Q2 2026 Aug 13, 2026
Frontier Asset Management, LLC History No change 29,827 1,833 0.33% 0.33% 368 0 0.0% Q2 2026 Aug 06, 2026
Melia Wealth LLC History No change 29,228 1,796 1.03% 1.03% 369 0 0.0% Q2 2026 Aug 17, 2026
Advisory Advocates, LLC History No change 29,178 1,793 1.54% 1.54% 370 0 0.0% Q2 2026 Aug 10, 2026
Moors & Cabot, Inc. History No change 29,085 1,787 0.07% 0.07% 371 0 0.0% Q2 2026 Aug 10, 2026
COZAD ASSET MANAGEMENT INC History No change 28,661 1,761 0.11% 0.11% 372 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 28,596 1,757 0.12% 0.12% 373 0 0.0% Q2 2026 Aug 04, 2026
Delta Investment Management, LLC History No change 28,500 1,751 0.29% 0.29% 374 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 28,187 1,732 0.19% 0.19% 375 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Services Group LLC History No change 28,134 1,729 1.27% 1.27% 376 0 0.0% Q2 2026 Jul 29, 2026
LRI Investments, LLC History No change 27,900 1,714 0.14% 0.14% 377 0 0.0% Q2 2026 Jul 14, 2026
Simplicity Wealth,LLC History No change 27,804 1,708 0.06% 0.06% 378 0 0.0% Q2 2026 Aug 06, 2026
Evolution Wealth Advisors, LLC History No change 27,670 1,700 0.2% 0.2% 379 0 0.0% Q2 2026 Jul 29, 2026
FWG Holdings, LLC History No change 29,281 1,697 0.59% 0.59% 380 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 27,591 1,695 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
Tempus Wealth Planning, LLC History No change 27,365 1,681 0.33% 0.33% 382 0 0.0% Q2 2026 Jul 22, 2026
Brown Miller Wealth Management, LLC History No change 27,332 1,679 0.42% 0.42% 383 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 27,325 1,679 0.14% 0.14% 384 0 0.0% Q2 2026 Aug 06, 2026
Investor's Fiduciary Advisor Network, LLC History No change 27,311 1,678 0.57% 0.57% 385 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 26,672 1,639 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 07, 2026
FIRST FOUNDATION ADVISORS History No change 26,632 1,636 0.06% 0.06% 387 0 0.0% Q2 2026 Aug 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 26,463 1,626 0.78% 0.78% 388 0 0.0% Q2 2026 Aug 14, 2026
Bull Harbor Capital LLC History No change 25,927 1,593 0.31% 0.31% 389 0 0.0% Q2 2026 Aug 10, 2026
Mission Hills Financial Advisory, LLC History No change 25,822 1,586 0.7% 0.7% 390 0 0.0% Q2 2026 Aug 14, 2026
Etesian Wealth Advisors, Inc. History No change 25,417 1,562 0.46% 0.46% 391 0 0.0% Q2 2026 Jul 23, 2026
MBA Advisors LLC History No change 25,344 1,557 0.52% 0.52% 392 0 0.0% Q2 2026 Jul 28, 2026
Nautilus Advisors LLC History No change 25,563 1,546 0.91% 0.91% 393 0 0.0% Q2 2026 Jul 14, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 25,119 1,543 1.15% 1.15% 394 0 0.0% Q2 2026 Jul 24, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 25,047 1,539 0.94% 0.94% 395 0 0.0% Q2 2026 Jul 21, 2026
PKS Advisory Services, LLC History No change 24,874 1,528 0.24% 0.24% 396 0 0.0% Q2 2026 Aug 04, 2026
Whipplewood Advisors, LLC History No change 24,815 1,525 1.03% 1.03% 397 0 0.0% Q2 2026 Jul 27, 2026
Betterment LLC History No change 24,528 1,507 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 24,437 1,501 0.02% 0.02% 399 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 24,430 1,501 0.57% 0.57% 400 0 0.0% Q2 2026 Aug 14, 2026
Focused Wealth Management, Inc History No change 24,214 1,488 0.13% 0.13% 401 0 0.0% Q2 2026 Aug 06, 2026
Boreal Capital Management LLC History No change 24,032 1,477 1.1% 1.1% 402 0 0.0% Q2 2026 Aug 13, 2026
Palogic Value Management, L.P. History No change 24,000 1,475 0.49% 0.49% 403 0 0.0% Q2 2026 Aug 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 23,986 1,474 0.28% 0.28% 404 0 0.0% Q2 2026 Aug 21, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 23,898 1,468 0.68% 0.68% 405 0 0.0% Q2 2026 Aug 04, 2026
Ruggiero Investments, Inc. History No change 23,648 1,453 1.22% 1.22% 406 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Advisors, Ltd. History No change 23,001 1,413 0.24% 0.24% 407 0 0.0% Q2 2026 Jul 28, 2026
ORBA Wealth Advisors, L.L.C. History No change 22,614 1,389 1.19% 1.19% 408 0 0.0% Q2 2026 Jul 23, 2026
Teamwork Financial Advisors, LLC History No change 22,470 1,380 0.13% 0.13% 409 0 0.0% Q2 2026 Jul 08, 2026
Helium Advisors LLC History No change 22,436 1,378 1.14% 1.14% 410 0 0.0% Q2 2026 Aug 11, 2026
Emissary Wealth LLC History No change 22,280 1,369 1.04% 1.04% 411 0 0.0% Q2 2026 Jul 28, 2026
Procyon Advisors, LLC History No change 22,239 1,366 0.06% 0.06% 412 0 0.0% Q2 2026 Jul 09, 2026
Steele Capital Management, Inc. History No change 22,163 1,362 0.05% 0.05% 413 0 0.0% Q2 2026 Jul 28, 2026
Keystone Wealth Services, LLC History No change 22,103 1,358 0.25% 0.25% 414 0 0.0% Q2 2026 Aug 05, 2026
Lewis Asset Management, LLC History No change 22,083 1,357 0.48% 0.48% 415 0 0.0% Q2 2026 Jul 21, 2026
Marks Wealth, LLC History No change 21,671 1,331 0.29% 0.29% 416 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 21,506 1,321 0.11% 0.11% 417 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 21,431 1,317 0.06% 0.06% 418 0 0.0% Q2 2026 Aug 11, 2026
PING CAPITAL MANAGEMENT, INC. History No change 21,400 1,315 0.33% 0.33% 419 0 0.0% Q2 2026 Jul 20, 2026
Thompson David Blair History No change 21,333 1,311 0.66% 0.66% 420 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 21,281 1,307 0.15% 0.15% 421 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Management Investment Advisory, Inc. History No change 21,238 1,305 0.19% 0.19% 422 0 0.0% Q2 2026 Jul 29, 2026
Xcel Wealth Management, LLC History No change 21,201 1,303 0.31% 0.31% 423 0 0.0% Q2 2026 Jul 24, 2026
PFG Advisors History No change 21,156 1,300 0.07% 0.07% 424 0 0.0% Q2 2026 Jul 16, 2026
Pathstone Holdings, LLC History No change 21,053 1,293 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 21,031 1,292 0.02% 0.02% 426 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 20,911 1,285 0.12% 0.12% 427 0 0.0% Q2 2026 Jul 24, 2026
DB&C Advisors, LLC History No change 20,888 1,283 1.39% 1.39% 428 0 0.0% Q2 2026 Jul 31, 2026
WEALTHSPAN PARTNERS, LLC History No change 20,754 1,275 0.4% 0.4% 429 0 0.0% Q2 2026 Aug 06, 2026
CPC Advisors, LLC History No change 20,666 1,270 0.17% 0.17% 430 0 0.0% Q2 2026 Jul 24, 2026
Essex Financial Services, Inc. History No change 20,643 1,268 0.06% 0.06% 431 0 0.0% Q2 2026 Aug 10, 2026
QP WEALTH MANAGEMENT, LLC History No change 20,645 1,268 1.81% 1.81% 432 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 20,317 1,248 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 14, 2026
Newport Capital Group, LLC History No change 20,197 1,241 0.7% 0.7% 434 0 0.0% Q2 2026 Jul 21, 2026
Tactive Advisors, LLC History No change 20,080 1,234 0.3% 0.3% 435 0 0.0% Q2 2026 Jul 08, 2026
Fourth Dimension Wealth, LLC History No change 19,657 1,208 0.38% 0.38% 436 0 0.0% Q2 2026 Jul 31, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 19,546 1,201 0.62% 0.62% 437 0 0.0% Q2 2026 Jul 16, 2026
JSF Financial, LLC History No change 19,473 1,196 0.19% 0.19% 438 0 0.0% Q2 2026 Jul 28, 2026
Aurora Private Wealth, Inc. History No change 19,345 1,189 0.75% 0.75% 439 0 0.0% Q2 2026 Jul 21, 2026
NCM Capital Management, LLC History No change 19,139 1,176 0.36% 0.36% 440 0 0.0% Q2 2026 Aug 14, 2026
Teucrium Investment Advisors, LLC History No change 19,296 1,175 1.05% 1.05% 441 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 19,044 1,170 0.04% 0.04% 442 0 0.0% Q2 2026 Jul 09, 2026
PlanVest Financial, Inc History No change 18,954 1,164 0.78% 0.78% 443 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 18,898 1,161 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 12, 2026
Finivi Inc. History No change 18,905 1,161 0.6% 0.6% 445 0 0.0% Q2 2026 Jul 09, 2026
FMR LLC History No change 18,789 1,154 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 13, 2026
FNY Investment Advisers, LLC History No change 18,767 1,153 0.41% 0.41% 447 0 0.0% Q2 2026 Jul 08, 2026
ARROW FINANCIAL CORP History No change 18,696 1,149 0.1% 0.1% 448 0 0.0% Q2 2026 Jul 31, 2026
Dynasty Wealth Management, LLC History No change 18,651 1,146 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 13, 2026
Plan Group Financial, LLC History No change 18,365 1,128 0.23% 0.23% 450 0 0.0% Q2 2026 Aug 03, 2026
Strong Retirement Solutions LLC History No change 18,356 1,128 0.68% 0.68% 451 0 0.0% Q2 2026 Jul 20, 2026
NOVEM GROUP History No change 18,171 1,116 0.11% 0.11% 452 0 0.0% Q2 2026 Jul 21, 2026
Millennium Capital Advisors, LLC History No change 18,166 1,116 0.61% 0.61% 453 0 0.0% Q2 2026 Jul 28, 2026
Abbot Financial Management, Inc. History No change 18,123 1,113 0.38% 0.38% 454 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC SUN FINANCIAL CORP History No change 18,044 1,108 0.46% 0.46% 455 0 0.0% Q2 2026 Aug 07, 2026
Vestmark Advisory Solutions, Inc. History No change 18,040 1,108 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 18,040 1,108 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 12, 2026
Foster Victor Wealth Advisors, LLC History No change 18,375 1,106 0.06% 0.06% 458 0 0.0% Q2 2026 Jul 22, 2026
YARGER WEALTH STRATEGIES, LLC History No change 18,233 1,103 0.4% 0.4% 459 0 0.0% Q2 2026 Jul 14, 2026
Capstone Financial Advisors, Inc. History No change 17,935 1,102 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 17,915 1,101 0.14% 0.14% 461 0 0.0% Q2 2026 Aug 12, 2026
Legacy Private Trust Co. History No change 17,910 1,100 0.06% 0.06% 462 0 0.0% Q2 2026 Jul 21, 2026
Wealth Watch Advisors, INC History No change 17,850 1,097 0.36% 0.36% 463 0 0.0% Q2 2026 Aug 14, 2026
TigerOak Management, L.L.C. History No change 17,846 1,096 0.31% 0.31% 464 0 0.0% Q2 2026 Aug 11, 2026
Total Clarity Wealth Management, Inc. History No change 17,769 1,092 0.21% 0.21% 465 0 0.0% Q2 2026 Jul 23, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 17,775 1,092 0.52% 0.52% 466 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 17,780 1,092 0.21% 0.21% 467 0 0.0% Q2 2026 Sep 15, 2026
OneDigital Investment Advisors LLC History No change 17,645 1,084 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 06, 2026
OPTIMA CAPITAL LLC History No change 17,580 1,080 0.43% 0.43% 469 0 0.0% Q2 2026 Jul 24, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 17,588 1,080 0.44% 0.44% 470 0 0.0% Q2 2026 Aug 04, 2026
BEACON FINANCIAL GROUP History No change 17,534 1,077 0.1% 0.1% 471 0 0.0% Q2 2026 Jul 16, 2026
Redwood Financial Network Corp History No change 17,496 1,075 0.6% 0.6% 472 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 17,471 1,073 0.02% 0.02% 473 0 0.0% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History No change 17,381 1,068 0.43% 0.43% 474 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History No change 17,338 1,065 0.09% 0.09% 475 0 0.0% Q2 2026 Jul 08, 2026
Consilium Wealth Advisory, LLC History No change 17,196 1,056 0.31% 0.31% 476 0 0.0% Q2 2026 Aug 10, 2026
Grant Private Wealth Management Inc History No change 17,108 1,051 0.44% 0.44% 477 0 0.0% Q2 2026 Jul 07, 2026
Abel Hall, LLC History No change 17,100 1,050 0.18% 0.18% 478 0 0.0% Q2 2026 Jul 24, 2026
GC Wealth Management RIA, LLC History No change 17,055 1,048 0.06% 0.06% 479 0 0.0% Q2 2026 Jul 16, 2026
Base Wealth Management LLC History No change 17,059 1,048 0.49% 0.49% 480 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 17,032 1,046 0.09% 0.09% 481 0 0.0% Q2 2026 Jul 09, 2026
Elmwood Wealth Management, Inc. History No change 16,724 1,027 0.26% 0.26% 482 0 0.0% Q2 2026 Jul 07, 2026
Great Diamond Partners, LLC History No change 16,721 1,027 0.18% 0.18% 483 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 16,625 1,021 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 20, 2026
Everest Financial Group LLC History No change 16,392 1,007 0.14% 0.14% 485 0 0.0% Q2 2026 Aug 10, 2026
Tepp RIA, LLC History No change 16,355 1,005 0.68% 0.68% 486 0 0.0% Q2 2026 Jul 28, 2026
Bluespring Wealth Management, LLC History No change 16,337 1,004 0.02% 0.02% 487 0 0.0% Q2 2026 Aug 11, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 16,294 1,001 0.74% 0.74% 488 0 0.0% Q2 2026 Jul 28, 2026
OLD MISSION CAPITAL LLC History No change 16,238 997 0.02% 0.02% 489 0 0.0% Q2 2026 Aug 14, 2026
Orgel Wealth Management, LLC History No change 16,113 990 0.02% 0.02% 490 0 0.0% Q2 2026 Jul 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 16,252 986 0.03% 0.03% 491 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC History Added to 15,975 978 0.07% 0.07% 492 +312 1.99% Q3 2026 Oct 01, 2026
Comprehensive Financial Planning, Inc./PA History No change 15,845 973 0.52% 0.52% 493 0 0.0% Q2 2026 Aug 10, 2026
BlackDiamond Wealth Management, LLC History No change 16,260 970 0.39% 0.39% 494 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation Strategies LLC History No change 15,680 963 0.15% 0.15% 495 0 0.0% Q2 2026 Aug 17, 2026
Crewe Advisors LLC History No change 15,662 962 0.07% 0.07% 496 0 0.0% Q2 2026 Jul 23, 2026
MADDEN SECURITIES Corp History No change 15,634 960 0.27% 0.27% 497 0 0.0% Q2 2026 Jul 24, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 15,585 957 0.24% 0.24% 498 0 0.0% Q2 2026 Jul 23, 2026
Key Client Fiduciary Advisors, LLC History No change 15,528 954 0.28% 0.28% 499 0 0.0% Q2 2026 Jul 09, 2026
Perigon Wealth Management, LLC History No change 15,471 950 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 07, 2026
SteelPeak Wealth, LLC History No change 15,454 949 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 13, 2026
HBK Sorce Advisory LLC History No change 15,954 947 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 15,422 947 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 14, 2026
Chung Wu Investment Group, LLC History No change 15,415 947 0.62% 0.62% 504 0 0.0% Q2 2026 Jul 31, 2026
StoneX Group Inc. History No change 15,403 946 0.04% 0.04% 505 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 15,328 942 0.05% 0.05% 506 0 0.0% Q2 2026 Jul 31, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 15,274 938 0.16% 0.16% 507 0 0.0% Q2 2026 Aug 10, 2026
Advance Capital Management, Inc. History No change 15,078 926 0.03% 0.03% 508 0 0.0% Q2 2026 Aug 12, 2026
Corps Capital Advisors, LLC History No change 15,062 925 0.75% 0.75% 509 0 0.0% Q2 2026 Jul 22, 2026
Taylor Securities Services, Inc. History No change 15,062 925 0.38% 0.38% 510 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 14,970 920 0.06% 0.06% 511 0 0.0% Q2 2026 Jul 07, 2026
Worth Financial Advisory Group, LLC History No change 14,844 912 0.38% 0.38% 512 0 0.0% Q2 2026 Jul 30, 2026
Savant Capital, LLC History No change 14,821 907 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 14,702 903 0.18% 0.18% 514 0 0.0% Q2 2026 Jul 17, 2026
WESBANCO BANK INC History No change 14,534 893 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 28, 2026
Fermata Advisors, LLC History No change 14,546 893 0.18% 0.18% 516 0 0.0% Q2 2026 Jul 07, 2026
PATRON PARTNERS, LLC History No change 14,494 890 0.34% 0.34% 517 0 0.0% Q2 2026 Aug 11, 2026
Thayer Partners, LLC / MA History No change 14,484 890 0.37% 0.37% 518 0 0.0% Q2 2026 Jul 31, 2026
Clay Northam Wealth Management, LLC History No change 14,405 885 0.44% 0.44% 519 0 0.0% Q2 2026 Aug 10, 2026
Bell Bank History No change 14,347 881 0.03% 0.03% 520 0 0.0% Q2 2026 Jul 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 14,276 877 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 14,215 873 0.25% 0.25% 522 0 0.0% Q2 2026 Aug 03, 2026
TRITONPOINT WEALTH, LLC History No change 14,139 869 0.09% 0.09% 523 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 14,139 869 0.07% 0.07% 524 0 0.0% Q2 2026 Aug 13, 2026
Owen LaRue, LLC History No change 14,132 868 0.3% 0.3% 525 0 0.0% Q2 2026 Jul 22, 2026
Innovative Advisory Group, LLC History No change 14,105 866 0.66% 0.66% 526 0 0.0% Q2 2026 Sep 21, 2026
VERUS CAPITAL PARTNERS, LLC History No change 14,039 862 0.05% 0.05% 527 0 0.0% Q2 2026 Aug 06, 2026
Signature Equity Partners, LLC History No change 14,037 862 0.4% 0.4% 528 0 0.0% Q2 2026 Jul 30, 2026
Strategic Advisors LLC History No change 13,972 858 0.19% 0.19% 529 0 0.0% Q2 2026 Jul 28, 2026
Westend Capital Management, LLC History No change 13,894 853 0.2% 0.2% 530 0 0.0% Q2 2026 Aug 07, 2026
Diligent Investors, LLC History No change 13,848 851 0.19% 0.19% 531 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 13,861 851 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 13,667 839 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA SECURITIES, LLC History No change 13,631 837 0.07% 0.07% 534 0 0.0% Q2 2026 Aug 14, 2026
Fullerton Advisors, LLC History No change 13,504 829 0.78% 0.78% 535 0 0.0% Q2 2026 Jul 27, 2026
CAP Partners, LLC History No change 13,461 827 0.4% 0.4% 536 0 0.0% Q2 2026 Jul 30, 2026
Southland Equity Partners LLC History No change 13,355 820 0.14% 0.14% 537 0 0.0% Q2 2026 Jul 13, 2026
Investment Planning Advisors, Inc. History No change 13,320 818 0.19% 0.19% 538 0 0.0% Q2 2026 Jul 23, 2026
Asset One Wealth Management LLC History No change 13,603 817 0.09% 0.09% 539 0 0.0% Q2 2026 Aug 13, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 13,247 814 0.23% 0.23% 540 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 13,904 811 0.05% 0.05% 541 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 13,161 808 0.14% 0.14% 542 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 13,037 801 0.33% 0.33% 543 0 0.0% Q2 2026 Aug 13, 2026
Armor Investment Advisors, LLC History No change 12,792 786 0.25% 0.25% 544 0 0.0% Q2 2026 Aug 04, 2026
5T Wealth, LLC History No change 12,723 781 0.29% 0.29% 545 0 0.0% Q2 2026 Jul 21, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 12,628 776 0.15% 0.15% 546 0 0.0% Q2 2026 Aug 06, 2026
Park Place Capital Corp History No change 12,623 775 0.12% 0.12% 547 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 12,582 773 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 29, 2026
Tempo Wealth, LLC History No change 12,551 771 0.11% 0.11% 549 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 12,919 771 0.09% 0.09% 550 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History No change 12,482 767 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 27, 2026
SCOTIA CAPITAL INC. History No change 12,491 767 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 12,482 767 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 23, 2026
B. Riley Wealth Advisors, Inc. History No change 12,603 764 0.04% 0.04% 554 0 0.0% Q2 2026 Jul 14, 2026
TopTier Wealth Management, LLC History No change 12,362 759 0.46% 0.46% 555 0 0.0% Q2 2026 Jul 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 12,221 751 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 03, 2026
Independent Wealth Network Inc. History No change 12,217 750 0.19% 0.19% 557 0 0.0% Q2 2026 Jul 20, 2026
Kelly Financial Services LLC History No change 12,129 745 0.16% 0.16% 558 0 0.0% Q2 2026 Jul 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 12,105 743 0.07% 0.07% 559 0 0.0% Q2 2026 Jul 07, 2026
MSH Capital Advisors LLC History No change 12,074 742 0.13% 0.13% 560 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 12,020 738 0.05% 0.05% 561 0 0.0% Q2 2026 Jul 21, 2026
CORA CAPITAL ADVISORS LLC History No change 11,965 735 0.21% 0.21% 562 0 0.0% Q2 2026 Jul 24, 2026
Future Financial Wealth Managment LLC History No change 12,535 733 0.46% 0.46% 563 0 0.0% Q2 2026 Jul 24, 2026
Innovative Wealth Building LLC History No change 11,826 726 0.42% 0.42% 564 0 0.0% Q2 2026 Jul 23, 2026
Darden Wealth Group Inc History No change 11,662 716 0.28% 0.28% 565 0 0.0% Q2 2026 Aug 06, 2026
SouthState Bank Corp History No change 11,634 715 0.03% 0.03% 566 0 0.0% Q2 2026 Aug 06, 2026
Meridian Financial Partners LLC History No change 12,041 713 0.24% 0.24% 567 0 0.0% Q2 2026 Jul 24, 2026
Allen Capital Group, LLC History No change 11,503 706 0.06% 0.06% 568 0 0.0% Q2 2026 Jul 27, 2026
ELCO Management Co., LLC History No change 11,500 706 0.3% 0.3% 569 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 11,500 706 0.04% 0.04% 570 0 0.0% Q2 2026 Aug 11, 2026
Syntegra Private Wealth Group, LLC History No change 11,475 705 0.05% 0.05% 571 0 0.0% Q2 2026 Jul 15, 2026
RDA Financial Network History No change 11,406 701 0.15% 0.15% 572 0 0.0% Q2 2026 Jul 06, 2026
IEQ CAPITAL, LLC History No change 11,274 692 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 11,163 686 0.03% 0.03% 574 0 0.0% Q2 2026 Jul 20, 2026
Elevation Wealth Management LLC History No change 11,139 684 0.51% 0.51% 575 0 0.0% Q2 2026 Jul 29, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 11,110 682 0.04% 0.04% 576 0 0.0% Q2 2026 Jul 13, 2026
Stirlingshire Investments, Inc. History No change 11,087 681 0.5% 0.5% 577 0 0.0% Q2 2026 Jul 31, 2026
Johnson & White Wealth Management, LLC History No change 10,931 671 0.25% 0.25% 578 0 0.0% Q2 2026 Jul 16, 2026
Kapstone Financial Advisors LLC History No change 10,895 669 0.28% 0.28% 579 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 10,884 668 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 10,866 667 0.15% 0.15% 581 0 0.0% Q2 2026 Aug 05, 2026
BLVD Private Wealth, LLC History No change 10,813 664 0.49% 0.49% 582 0 0.0% Q2 2026 Jul 23, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 10,749 660 0.28% 0.28% 583 0 0.0% Q2 2026 Jul 16, 2026
Global Wealth Strategies & Associates History Reduced 10,679 654 0.12% 0.13% 584 -573 -5.09% Q3 2026 Oct 01, 2026
Galvin, Gaustad & Stein, LLC History No change 10,625 653 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 29, 2026
Tyche Wealth Partners LLC History No change 10,610 652 0.09% 0.09% 586 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 10,587 651 0.07% 0.07% 587 0 0.0% Q2 2026 Jul 16, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 10,574 649 0.36% 0.36% 588 0 0.0% Q2 2026 Jul 20, 2026
Private Capital Advisors, Inc. History No change 10,556 648 0.06% 0.06% 589 0 0.0% Q2 2026 Jul 24, 2026
Ethos Capital Management, Inc. History No change 10,458 642 0.46% 0.46% 590 0 0.0% Q2 2026 Jul 16, 2026
Castle Rock Wealth Management, LLC History No change 10,653 641 0.13% 0.13% 591 0 0.0% Q2 2026 Jul 07, 2026
Murphy & Mullick Capital Management Corp History No change 10,440 641 0.4% 0.4% 592 0 0.0% Q2 2026 Aug 14, 2026
EHRLICH FINANCIAL GROUP History No change 10,329 634 0.33% 0.33% 593 0 0.0% Q2 2026 Jul 09, 2026
Red Mountain Financial, LLC History No change 10,300 633 0.53% 0.53% 594 0 0.0% Q2 2026 Jul 21, 2026
Sound Income Strategies, LLC History No change 10,211 627 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 20, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 10,199 626 0.09% 0.09% 596 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 10,189 626 0.04% 0.04% 597 0 0.0% Q2 2026 Aug 14, 2026
Cypress Wealth Services, LLC History No change 10,074 619 0.08% 0.08% 598 0 0.0% Q2 2026 Jul 10, 2026
Capital Asset Advisory Services LLC History No change 9,976 613 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 9,930 610 0.03% 0.03% 600 0 0.0% Q2 2026 Aug 12, 2026
Rockingstone Advisors LLC History No change 9,850 605 0.24% 0.24% 601 0 0.0% Q2 2026 Jul 13, 2026
Shepherd Financial Partners LLC History No change 9,817 603 0.05% 0.05% 602 0 0.0% Q2 2026 Aug 10, 2026
Oder Investment Management, LLC History No change 9,817 603 0.41% 0.41% 603 0 0.0% Q2 2026 Aug 11, 2026
Triton Wealth Management, PLLC History No change 10,029 596 0.18% 0.18% 604 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Financial Group, Inc. History No change 9,603 590 0.18% 0.18% 605 0 0.0% Q2 2026 Jul 28, 2026
CRA Financial Services, LLC History No change 9,593 589 0.07% 0.07% 606 0 0.0% Q2 2026 Jul 24, 2026
Fearless Solutions, LLC dba Best Invest History No change 9,588 589 0.31% 0.31% 607 0 0.0% Q2 2026 Jul 21, 2026
BTS Asset Management, Inc. History No change 9,566 587 1.24% 1.24% 608 0 0.0% Q2 2026 Aug 14, 2026
Ironsides Asset Advisors, LLC History No change 9,560 587 0.14% 0.14% 609 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 9,562 587 0.14% 0.14% 610 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 9,487 583 0.03% 0.03% 611 0 0.0% Q2 2026 Jul 21, 2026
Clearwave Capital, LLC History No change 9,444 580 0.32% 0.32% 612 0 0.0% Q2 2026 Jul 17, 2026
ROMAN BUTLER FULLERTON & CO History No change 9,728 579 0.14% 0.14% 613 0 0.0% Q2 2026 Aug 06, 2026
Balboa Wealth Partners History No change 9,434 579 0.08% 0.08% 614 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 9,411 578 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 9,371 575 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 24, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 9,316 572 0.03% 0.03% 617 0 0.0% Q2 2026 Sep 11, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 9,298 571 0.08% 0.08% 618 0 0.0% Q2 2026 Jul 20, 2026
Rothschild Wealth LLC History No change 9,257 568 0.05% 0.05% 619 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 9,238 567 0.08% 0.08% 620 0 0.0% Q2 2026 Aug 10, 2026
Markowski Investments History No change 9,199 565 0.12% 0.12% 621 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 9,178 564 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 05, 2026
Members Advisory Group LLC History No change 9,147 562 0.16% 0.16% 623 0 0.0% Q2 2026 Jul 15, 2026
Integrated Financial Solutions, Inc. History No change 9,150 562 0.3% 0.3% 624 0 0.0% Q2 2026 Jul 16, 2026
Sequoia Financial Advisors, LLC History No change 9,139 561 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 17, 2026
CAHILL FINANCIAL ADVISORS INC History No change 9,140 561 0.05% 0.05% 626 0 0.0% Q2 2026 Aug 11, 2026
Mendel Capital Management LLC History No change 9,073 557 0.25% 0.25% 627 0 0.0% Q2 2026 Jul 21, 2026
THOMPSON DAVIS & CO., INC. History No change 9,021 554 0.33% 0.33% 628 0 0.0% Q2 2026 Jul 29, 2026
UMB Bank, n.a. History No change 9,000 553 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 13, 2026
TFB Advisors LLC History No change 9,001 553 0.24% 0.24% 630 0 0.0% Q2 2026 Aug 06, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 8,925 548 0.2% 0.2% 631 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 8,908 547 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 07, 2026
Plus Group Wealth Advisors LLC History No change 8,858 544 0.51% 0.51% 633 0 0.0% Q2 2026 Jul 13, 2026
PCM Encore, LLC History No change 8,836 543 0.1% 0.1% 634 0 0.0% Q2 2026 Aug 11, 2026
SFMG, LLC History No change 8,833 542 0.03% 0.03% 635 0 0.0% Q2 2026 Aug 13, 2026
Bauman Advisory Group, LLC History No change 8,832 542 0.29% 0.29% 636 0 0.0% Q2 2026 Aug 04, 2026
GARRISON BRADFORD & ASSOCIATES INC History No change 9,425 541 0.59% 0.59% 637 0 0.0% Q2 2026 Jul 28, 2026
Carnegie Lake Advisors LLC History No change 8,788 540 0.2% 0.2% 638 0 0.0% Q2 2026 Jul 24, 2026
Per Stirling Capital Management, LLC. History No change 8,752 537 0.05% 0.05% 639 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 8,722 536 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 21, 2026
TCFG Investment Advisors, LLC History No change 8,839 535 0.18% 0.18% 641 0 0.0% Q2 2026 Jul 17, 2026
Keystone Financial Group History No change 8,696 534 0.03% 0.03% 642 0 0.0% Q2 2026 Jul 29, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 8,665 532 0.04% 0.04% 643 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 8,622 529 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 8,616 529 0.11% 0.11% 645 0 0.0% Q2 2026 Aug 03, 2026
Wealth Management Partners, LLC History No change 8,611 529 0.12% 0.12% 646 0 0.0% Q2 2026 Jul 22, 2026
Allied Private Wealth LLC History No change 8,892 528 0.34% 0.34% 647 0 0.0% Q2 2026 Jul 09, 2026
FSM Wealth Advisors, LLC History No change 8,530 524 0.06% 0.06% 648 0 0.0% Q2 2026 Jul 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 8,511 523 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 20, 2026
HAMEL ASSOCIATES, INC. History No change 8,462 520 0.14% 0.14% 650 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT INVESTORS INC History No change 8,410 516 0.1% 0.1% 651 0 0.0% Q2 2026 Jul 16, 2026
Soundwatch Capital LLC History No change 8,404 516 0.06% 0.06% 652 0 0.0% Q2 2026 Aug 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 8,355 513 0.03% 0.03% 653 0 0.0% Q2 2026 Jul 27, 2026
Williams Jones Wealth Management, LLC. History No change 8,350 513 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 8,302 510 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Money Management Services LLC History No change 8,295 509 0.32% 0.32% 656 0 0.0% Q2 2026 Aug 14, 2026
Family Investment Center, Inc. History No change 8,272 508 0.08% 0.08% 657 0 0.0% Q2 2026 Jul 23, 2026
LaSalle St. Investment Advisors, LLC History No change 8,245 506 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 8,226 505 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,162 501 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 8,150 500 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 8,105 498 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 03, 2026
RMR Wealth Builders History No change 8,075 496 0.03% 0.03% 663 0 0.0% Q2 2026 Jul 24, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 8,076 496 0.3% 0.3% 664 0 0.0% Q2 2026 Jul 15, 2026
Johnson Financial Group, LLC History No change 8,066 495 0.03% 0.03% 665 0 0.0% Q2 2026 Aug 06, 2026
Modera Wealth Management, LLC History No change 7,840 481 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 03, 2026
Advyzon Investment Management, LLC History No change 7,793 478 0.03% 0.03% 667 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 7,761 476 0.04% 0.04% 668 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 7,725 474 0.08% 0.08% 669 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors Wealth Management, LLC History No change 7,714 474 0.06% 0.06% 670 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 7,687 472 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 23, 2026
Clarus Wealth Advisors History No change 7,923 471 0.18% 0.18% 672 0 0.0% Q2 2026 Jul 09, 2026
CENTRAL TRUST Co History No change 7,663 470 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 31, 2026
Redhawk Wealth Advisors, Inc. History No change 7,648 470 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 09, 2026
Jefferies Financial Group Inc. History No change 7,642 469 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 17, 2026
FourThought Financial Partners, LLC History No change 7,623 468 0.04% 0.04% 676 0 0.0% Q2 2026 Aug 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 7,600 467 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 10, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 7,595 466 0.36% 0.36% 678 0 0.0% Q2 2026 Jul 21, 2026
Fortis Advisors, LLC History No change 7,556 464 0.22% 0.22% 679 0 0.0% Q2 2026 Aug 13, 2026
SEARLE & CO. History No change 7,490 460 0.1% 0.1% 680 0 0.0% Q2 2026 Jul 27, 2026
Financial Sense Advisors, Inc. History No change 7,460 458 0.09% 0.09% 681 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 7,375 453 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 12, 2026
APPLETON PARTNERS INC/MA History No change 7,340 451 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 21, 2026
Independence Asset Advisors, LLC History No change 7,324 450 0.12% 0.12% 684 0 0.0% Q2 2026 Jul 15, 2026
Harvest Investment Services, LLC History No change 7,313 449 0.07% 0.07% 685 0 0.0% Q2 2026 Aug 14, 2026
Foguth Wealth Management, LLC. History No change 7,677 449 0.05% 0.05% 686 0 0.0% Q2 2026 Jul 21, 2026
WealthPLAN Partners, LLC History No change 7,298 448 0.09% 0.09% 687 0 0.0% Q2 2026 Jul 28, 2026
Van Hulzen Asset Management, LLC History No change 7,289 447 0.03% 0.03% 688 0 0.0% Q2 2026 Aug 13, 2026
Cadent Capital Advisors, LLC History No change 7,246 445 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 13, 2026
First Heartland Consultants, Inc. History No change 7,235 444 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 08, 2026
Thomasville National Bank History No change 7,225 444 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 20, 2026
READYSTATE ASSET MANAGEMENT LP History No change 7,193 442 0.02% 0.02% 692 0 0.0% Q2 2026 Aug 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 7,186 441 0.02% 0.02% 693 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD SECURITIES, INC. History No change 7,134 438 0.02% 0.02% 694 0 0.0% Q2 2026 Jul 15, 2026
Aspen Investment Management Inc History No change 7,115 437 0.12% 0.12% 695 0 0.0% Q2 2026 Jul 17, 2026
Marion Wealth Management History No change 7,112 437 0.09% 0.09% 696 0 0.0% Q2 2026 Jul 16, 2026
Strait & Sound Wealth Management LLC History No change 7,104 436 0.15% 0.15% 697 0 0.0% Q2 2026 Aug 17, 2026
Financial Gravity Companies, Inc. History No change 7,056 433 0.07% 0.07% 698 0 0.0% Q2 2026 Aug 05, 2026
CWA Asset Management Group, LLC History No change 7,034 432 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 14, 2026
Legacy Wealth Management, LLC / MS History No change 6,990 429 0.11% 0.11% 700 0 0.0% Q2 2026 Jul 08, 2026
Socha Financial Group, LLC History No change 6,971 428 0.17% 0.17% 701 0 0.0% Q2 2026 Aug 05, 2026
Landmark Wealth Management, LLC History No change 6,931 425 0.1% 0.1% 702 0 0.0% Q2 2026 Aug 10, 2026
Greater Midwest Financial Group, LLC History No change 6,832 419 0.21% 0.21% 703 0 0.0% Q2 2026 Jul 15, 2026
Dakota Wealth Management History No change 6,806 418 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 07, 2026
Hilltop Holdings Inc. History No change 6,730 413 0.03% 0.03% 705 0 0.0% Q2 2026 Aug 13, 2026
UNIQUE WEALTH, LLC History No change 6,697 411 0.05% 0.05% 706 0 0.0% Q2 2026 Jul 21, 2026
Milestone Asset Management Group, LLC History No change 6,696 411 0.21% 0.21% 707 0 0.0% Q2 2026 Jul 30, 2026
GUIDANCE CAPITAL, INC History No change 6,918 409 0.09% 0.09% 708 0 0.0% Q2 2026 Jul 20, 2026
PW Nova Financial Services LLC History No change 6,663 409 0.09% 0.09% 709 0 0.0% Q2 2026 Jul 29, 2026
Greenwich Wealth Management LLC History No change 6,632 408 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 12, 2026
RHODES INVESTMENT ADVISORS INC /ADV History No change 6,605 405 0.3% 0.3% 711 0 0.0% Q2 2026 Jul 28, 2026
WELLINGTON-ALTUS USA INC. History No change 7,228 401 0.29% 0.29% 712 0 0.0% Q2 2026 Sep 17, 2026
White Knight Strategic Wealth Advisors, LLC History No change 6,524 400 0.28% 0.28% 713 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 6,497 399 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 05, 2026
Apollon Financial, LLC History No change 6,494 399 0.05% 0.05% 715 0 0.0% Q2 2026 Jul 22, 2026
Trivium Point Advisory, LLC History No change 6,479 398 0.04% 0.04% 716 0 0.0% Q2 2026 Aug 06, 2026
Aureum Wealth Management, LLC History No change 6,471 397 0.25% 0.25% 717 0 0.0% Q2 2026 Jul 22, 2026
Benchmark Financial, LLC History No change 6,450 396 0.32% 0.32% 718 0 0.0% Q2 2026 Jul 21, 2026
Cascade Financial Partners, LLC History No change 6,412 394 0.03% 0.03% 719 0 0.0% Q2 2026 Aug 04, 2026
Arlington Financial Advisors, LLC History No change 6,400 393 0.05% 0.05% 720 0 0.0% Q2 2026 Jul 22, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 6,350 390 0.26% 0.26% 721 0 0.0% Q2 2026 Aug 14, 2026
Pointe Capital Management LLC History No change 6,340 389 0.17% 0.17% 722 0 0.0% Q2 2026 Aug 14, 2026
Nordwand Advisors, LLC History No change 6,325 388 0.06% 0.06% 723 0 0.0% Q2 2026 Aug 07, 2026
James J. Burns & Company, LLC History No change 6,264 384 0.04% 0.04% 724 0 0.0% Q2 2026 Aug 06, 2026
Fisher Asset Management, LLC History No change 6,237 383 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 04, 2026
Pinion Investment Advisors, LLC History No change 6,199 381 0.07% 0.07% 726 0 0.0% Q2 2026 Aug 06, 2026
Raub Brock Capital Management LP History No change 6,163 378 0.1% 0.1% 727 0 0.0% Q2 2026 Jul 14, 2026
SMART Wealth LLC History No change 6,152 378 0.08% 0.08% 728 0 0.0% Q2 2026 Aug 05, 2026
L & S Advisors Inc History No change 6,133 376 0.04% 0.04% 729 0 0.0% Q2 2026 Aug 12, 2026
Montecito Bank & Trust History Reduced 6,130 375 0.06% 0.06% 730 -20 -0.33% Q3 2026 Oct 01, 2026
Optivise Advisory Services LLC History No change 6,049 371 0.19% 0.19% 731 0 0.0% Q2 2026 Jul 13, 2026
NorthCoast Asset Management LLC History No change 6,013 369 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 12, 2026
Secure Asset Management, LLC History No change 5,997 368 0.05% 0.05% 733 0 0.0% Q2 2026 Jul 15, 2026
Coquina Private Wealth LLC History No change 5,988 368 0.25% 0.25% 734 0 0.0% Q2 2026 Jul 29, 2026
Birchcreek Wealth Management, LLC History No change 5,980 367 0.14% 0.14% 735 0 0.0% Q2 2026 Aug 06, 2026
KERR FINANCIAL PLANNING Corp History No change 5,982 367 0.41% 0.41% 736 0 0.0% Q2 2026 Jul 02, 2026
Crossmark Global Holdings, Inc. History No change 5,939 365 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 16, 2026
N.E.W. Advisory Services LLC History No change 5,916 363 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 06, 2026
SevenBridge Financial Group, LLC History No change 6,063 362 0.05% 0.05% 739 0 0.0% Q2 2026 Aug 12, 2026
Portfolio Strategies, Inc. History No change 5,903 362 0.04% 0.04% 740 0 0.0% Q2 2026 Aug 10, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 5,890 361 0.14% 0.14% 741 0 0.0% Q2 2026 Jul 09, 2026
ADAPT WEALTH ADVISORS, LLC History No change 5,882 361 0.12% 0.12% 742 0 0.0% Q2 2026 Aug 12, 2026
Freestone Capital Holdings, LLC History No change 5,856 359 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 31, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 5,815 357 0.05% 0.05% 744 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 5,753 353 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5,752 353 0.16% 0.16% 746 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 5,742 352 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 11, 2026
Argyle Capital Partners, LLC History No change 5,715 351 0.22% 0.22% 748 0 0.0% Q2 2026 Aug 07, 2026
Meadowbrook Wealth Management, LLC History No change 5,814 350 0.38% 0.38% 749 0 0.0% Q2 2026 Jul 06, 2026
BankPlus Trust Department History No change 5,692 349 0.08% 0.08% 750 0 0.0% Q2 2026 Jul 28, 2026
Cassady Wealth & Retirement Planning, LLC History No change 5,647 347 0.16% 0.16% 751 0 0.0% Q2 2026 Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,617 345 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 06, 2026
FOCUSED ALPHA, LLC History No change 5,624 345 0.09% 0.09% 753 0 0.0% Q2 2026 Aug 07, 2026
Ducere Wealth Management LLC History No change 5,588 343 0.1% 0.1% 754 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 5,572 342 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 23, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 5,580 342 0.05% 0.05% 756 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 5,553 341 0.03% 0.03% 757 0 0.0% Q2 2026 Aug 12, 2026
ONE Advisory Partners, LLC History No change 5,562 341 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 21, 2026
CATHY PARETO & ASSOCIATES, INC History No change 5,555 341 0.2% 0.2% 759 0 0.0% Q2 2026 Jul 15, 2026
Claro Advisors Inc. History No change 5,498 337 0.04% 0.04% 760 0 0.0% Q2 2026 Jul 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,449 334 0.02% 0.02% 761 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Trust, LLC History No change 5,419 333 0.04% 0.04% 762 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 5,360 329 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 13, 2026
VALICENTI ADVISORY SERVICES INC History No change 5,283 325 0.06% 0.06% 764 0 0.0% Q2 2026 Jul 16, 2026
Redwood Family Wealth LLC History No change 5,300 325 0.29% 0.29% 765 0 0.0% Q2 2026 Aug 04, 2026
Balefire, LLC History No change 5,273 324 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 07, 2026
Tradewinds, LLC. History No change 1,002 324 0.07% 0.07% 767 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 5,244 322 0.02% 0.02% 768 0 0.0% Q2 2026 Aug 04, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 5,245 322 0.15% 0.15% 769 0 0.0% Q2 2026 Jul 24, 2026
Csenge Advisory Group History No change 5,194 319 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 10, 2026
Morey & Quinn Wealth Partners, LLC History No change 5,190 318 0.2% 0.2% 771 0 0.0% Q2 2026 Jul 27, 2026
Walkner Condon Financial Advisors LLC History No change 5,171 317 0.04% 0.04% 772 0 0.0% Q2 2026 Jul 27, 2026
Regal Investment Advisors LLC History No change 5,138 315 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,115 314 0.07% 0.07% 774 0 0.0% Q2 2026 Aug 05, 2026
Mascoma Wealth Management LLC History No change 5,104 313 0.06% 0.06% 775 0 0.0% Q2 2026 Jul 24, 2026
Clarendon Private LLC History No change 5,108 313 0.2% 0.2% 776 0 0.0% Q2 2026 Jul 22, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 5,090 312 0.03% 0.03% 777 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,066 311 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
Columbia Asset Management History No change 5,028 309 0.05% 0.05% 779 0 0.0% Q2 2026 Jul 21, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 5,000 307 0.02% 0.02% 780 0 0.0% Q2 2026 Jul 20, 2026
Guardian Financial Partners, LLC History No change 5,000 307 0.12% 0.12% 781 0 0.0% Q2 2026 Jul 15, 2026
Interchange Capital Partners, LLC History No change 4,984 306 0.06% 0.06% 782 0 0.0% Q2 2026 Jul 20, 2026
Bay Rivers Group History No change 4,951 304 0.1% 0.1% 783 0 0.0% Q2 2026 Jul 09, 2026
Arsenal Capital Advisors LLC History No change 4,938 303 0.18% 0.18% 784 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 4,906 301 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 04, 2026
Fairvoy Private Wealth, LLC History No change 4,887 300 0.06% 0.06% 786 0 0.0% Q2 2026 Jul 17, 2026
Integrated Wealth Management History No change 4,851 298 0.31% 0.31% 787 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 4,830 296 0.04% 0.04% 788 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,787 294 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History No change 4,791 294 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 28, 2026
Aurdan Capital Management, LLC History No change 4,785 294 0.07% 0.07% 791 0 0.0% Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History No change 4,858 292 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 27, 2026
NBT BANK, N.A. History No change 4,725 290 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 29, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 4,725 290 0.07% 0.07% 794 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 4,695 288 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 4,690 288 0.09% 0.09% 796 0 0.0% Q2 2026 Jul 20, 2026
Advisor Resource Council History No change 4,800 288 0.08% 0.08% 797 0 0.0% Q2 2026 Jul 28, 2026
CATALYST PRIVATE WEALTH, LLC History No change 4,698 288 0.14% 0.14% 798 0 0.0% Q2 2026 Jul 21, 2026
Callahan Advisors, LLC History No change 4,677 287 0.02% 0.02% 799 0 0.0% Q2 2026 Aug 03, 2026
Madrona Financial Services, LLC History No change 4,674 287 0.05% 0.05% 800 0 0.0% Q2 2026 Jul 17, 2026
OBSIDIAN CIO, LLC History No change 4,673 287 0.21% 0.21% 801 0 0.0% Q2 2026 Aug 03, 2026
Almanack Investment Partners, LLC. History No change 4,600 282 0.04% 0.04% 802 0 0.0% Q2 2026 Jul 30, 2026
Soltis Investment Advisors LLC History No change 4,576 281 0.02% 0.02% 803 0 0.0% Q2 2026 Jul 31, 2026
Sun Financial Inc History No change 4,704 280 0.13% 0.13% 804 0 0.0% Q2 2026 Aug 11, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 4,549 279 0.05% 0.05% 805 0 0.0% Q2 2026 Aug 04, 2026
Accurate Wealth Management, LLC History No change 4,565 275 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 14, 2026
Meridian Financial Advisors, LLC History No change 4,478 275 0.13% 0.13% 807 0 0.0% Q2 2026 Jul 22, 2026
Sterling Investment Counsel, LLC History No change 4,460 274 0.06% 0.06% 808 0 0.0% Q2 2026 Jul 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,459 274 0.02% 0.02% 809 0 0.0% Q2 2026 Jul 27, 2026
Cobblestone Asset Management LLC History No change 4,461 274 0.11% 0.11% 810 0 0.0% Q2 2026 Jul 21, 2026
Seelaus Asset Management LLC History No change 4,445 273 0.19% 0.19% 811 0 0.0% Q2 2026 Jul 16, 2026
BOYUM WEALTH ARCHITECTS LLC History No change 4,593 273 0.11% 0.11% 812 0 0.0% Q2 2026 Jul 15, 2026
Keating Financial Advisory Services, Inc. History No change 4,457 273 0.04% 0.04% 813 0 0.0% Q2 2026 Aug 11, 2026
Forum Financial Management, LP History No change 4,437 272 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 23, 2026
SP Asset Management LLC History No change 4,383 269 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 4,370 268 0.07% 0.07% 816 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Group, LLC History No change 4,360 267 0.1% 0.1% 817 0 0.0% Q2 2026 Jul 08, 2026
SIMON QUICK ADVISORS, LLC History No change 4,352 267 0.01% 0.01% 818 0 0.0% Q2 2026 Jul 28, 2026
Granite Harbor Advisors, Inc. History No change 4,346 267 0.11% 0.11% 819 0 0.0% Q2 2026 Jul 31, 2026
Montz Harcus Wealth Management LLC History No change 4,337 266 0.09% 0.09% 820 0 0.0% Q2 2026 Jul 24, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 4,339 266 0.11% 0.11% 821 0 0.0% Q2 2026 Jul 27, 2026
DV Trading LLC History No change 4,300 264 0.01% 0.01% 822 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History No change 4,304 264 0.04% 0.04% 823 0 0.0% Q2 2026 Aug 05, 2026
Acorn Wealth Advisors, LLC History No change 4,303 264 0.06% 0.06% 824 0 0.0% Q2 2026 Jul 30, 2026
Clarion Wealth Managment Partners, LLC History No change 4,297 264 0.21% 0.21% 825 0 0.0% Q2 2026 Aug 12, 2026
BCS Wealth Management History No change 4,266 262 0.05% 0.05% 826 0 0.0% Q2 2026 Jul 16, 2026
TFC Financial Management, Inc. History No change 4,270 262 0.03% 0.03% 827 0 0.0% Q2 2026 Jul 23, 2026
Beaumont Financial Advisors, LLC History No change 4,231 260 0.02% 0.02% 828 0 0.0% Q2 2026 Aug 04, 2026
MILLENNIUM MANAGEMENT LLC History No change 4,221 259 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 4,179 256 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 13, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 4,168 256 0.09% 0.09% 831 0 0.0% Q2 2026 Aug 03, 2026
Dorsey & Whitney Trust CO LLC History No change 4,157 255 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 14, 2026
Welch Financial Planning, LLC History No change 4,139 254 0.15% 0.15% 833 0 0.0% Q2 2026 Jul 14, 2026
Family Manage LLC History No change 4,100 251 0.03% 0.03% 834 0 0.0% Q2 2026 Aug 14, 2026
Richmond Investment Services, LLC History No change 4,095 251 0.08% 0.08% 835 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 4,071 250 0.04% 0.04% 836 0 0.0% Q2 2026 Jul 21, 2026
Ergawealth Advisors, Inc. History No change 4,043 248 0.1% 0.1% 837 0 0.0% Q2 2026 Aug 07, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,044 248 0.02% 0.02% 838 0 0.0% Q2 2026 Aug 12, 2026
Alessandra Capital Management, LLC History No change 4,050 248 0.18% 0.18% 839 0 0.0% Q2 2026 Jul 28, 2026
Annex Advisory Services, LLC History No change 4,031 247 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 10, 2026
Tidemark, LLC History No change 4,021 247 0.06% 0.06% 841 0 0.0% Q2 2026 Aug 10, 2026
Barnes Wealth Management Group, Inc History No change 4,031 247 0.11% 0.11% 842 0 0.0% Q2 2026 Jul 24, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 4,000 245 0.12% 0.12% 843 0 0.0% Q2 2026 Aug 05, 2026
AIRE ADVISORS, LLC History No change 3,999 245 0.04% 0.04% 844 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,981 244 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 3,983 244 0.13% 0.13% 846 0 0.0% Q2 2026 Aug 17, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 3,958 243 0.09% 0.09% 847 0 0.0% Q2 2026 Jul 21, 2026
Welch Group, LLC History No change 3,950 242 0.01% 0.01% 848 0 0.0% Q2 2026 Jul 23, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 3,873 238 0.1% 0.1% 849 0 0.0% Q2 2026 Jul 24, 2026
Capital Square, LLC History No change 3,920 237 0.1% 0.1% 850 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 3,857 237 0.01% 0.01% 851 0 0.0% Q2 2026 Jul 07, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 3,850 236 0.02% 0.02% 852 0 0.0% Q2 2026 Jul 23, 2026
Mascagni Wealth Management, Inc. History No change 3,842 236 0.15% 0.15% 853 0 0.0% Q2 2026 Jul 31, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 3,799 233 0.06% 0.06% 854 0 0.0% Q2 2026 Jul 15, 2026
Marex Group Ltd History No change 3,804 233 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 3,729 229 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 11, 2026
IPG Investment Advisors LLC History No change 3,675 225 0.03% 0.03% 857 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,648 224 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 3,648 224 0.03% 0.03% 859 0 0.0% Q2 2026 Aug 11, 2026
Matisse Capital History No change 3,644 223 0.09% 0.09% 860 0 0.0% Q2 2026 Aug 12, 2026
CFO4Life Group, LLC History No change 3,644 223 0.03% 0.03% 861 0 0.0% Q2 2026 Aug 12, 2026
Ankerstar Wealth, LLC History No change 3,623 222 0.19% 0.19% 862 0 0.0% Q2 2026 Aug 13, 2026
Signature Wealth Management Partners, LLC History No change 3,611 221 0.1% 0.1% 863 0 0.0% Q2 2026 Jul 29, 2026
Burford Brothers, Inc. History No change 3,587 220 0.08% 0.08% 864 0 0.0% Q2 2026 Jul 28, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,587 220 0.02% 0.02% 865 0 0.0% Q2 2026 Jul 28, 2026
True North Advisors, LLC History No change 3,544 217 0.02% 0.02% 866 0 0.0% Q2 2026 Jul 22, 2026
WealthTrust Asset Management, LLC History No change 3,536 217 0.12% 0.12% 867 0 0.0% Q2 2026 Jul 27, 2026
VSM Wealth Advisory, LLC History No change 3,535 217 0.06% 0.06% 868 0 0.0% Q2 2026 Jul 22, 2026
WoodTrust Financial Corp History No change 3,500 215 0.03% 0.03% 869 0 0.0% Q2 2026 Jul 27, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 3,508 215 0.04% 0.04% 870 0 0.0% Q2 2026 Jul 09, 2026
Sound View Wealth Advisors Group, LLC History No change 3,485 214 0.01% 0.01% 871 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,468 213 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 11, 2026
MRA Advisory Group History No change 3,473 213 0.08% 0.08% 873 0 0.0% Q2 2026 Jul 08, 2026
Strive Financial Group ,LLC History No change 3,467 213 0.09% 0.09% 874 0 0.0% Q2 2026 Aug 14, 2026
Goldenstone Wealth Management LLC History No change 3,469 213 0.14% 0.14% 875 0 0.0% Q2 2026 Aug 05, 2026
Oak Barrel Wealth Advisory LLC History No change 3,476 213 0.09% 0.09% 876 0 0.0% Q2 2026 Aug 07, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 3,463 212 0.05% 0.05% 877 0 0.0% Q2 2026 Jul 09, 2026
Sherry Group, Inc. History No change 3,500 212 0.21% 0.21% 878 0 0.0% Q2 2026 Jul 15, 2026
Requisite Capital Management, LLC History No change 3,424 210 0.03% 0.03% 879 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 3,590 210 0.03% 0.03% 880 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,385 208 0.02% 0.02% 881 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,368 207 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 13, 2026
Friday Financial History No change 3,505 207 0.06% 0.06% 883 0 0.0% Q2 2026 Jul 09, 2026
Fortitude Advisory Group L.L.C. History No change 3,353 206 0.08% 0.08% 884 0 0.0% Q2 2026 Jul 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,348 205 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 3,345 205 0.04% 0.04% 886 0 0.0% Q2 2026 Jul 23, 2026
Mission Financial Group, LLC History No change 3,341 205 0.17% 0.17% 887 0 0.0% Q2 2026 Aug 12, 2026
LifeGoal Investments, LLC History No change 3,319 204 0.09% 0.09% 888 0 0.0% Q2 2026 Jul 08, 2026
BFSG, LLC History No change 3,291 202 0.02% 0.02% 889 0 0.0% Q2 2026 Jul 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,278 201 0.01% 0.01% 890 0 0.0% Q2 2026 Jul 21, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 3,260 200 0.05% 0.05% 891 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History No change 3,267 200 0.0% 0.0% 892 0 0.0% Q2 2026 Jul 08, 2026
Clarity Financial LLC History No change 3,255 200 0.02% 0.02% 893 0 0.0% Q2 2026 Jul 20, 2026
COFG Advisors, LLC History No change 3,263 200 0.03% 0.03% 894 0 0.0% Q2 2026 Aug 14, 2026
Centerpoint Advisors, LLC History No change 3,149 194 0.06% 0.06% 895 0 0.0% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 3,141 193 0.04% 0.04% 896 0 0.0% Q2 2026 Aug 06, 2026
Community Financial Services Group, LLC History No change 3,150 189 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 09, 2026
Strategic Wealth Partners, Ltd. History No change 3,032 186 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 2,884 177 0.04% 0.04% 899 0 0.0% Q2 2026 Jul 15, 2026
SSA SWISS ADVISORS AG History No change 2,799 172 0.06% 0.06% 900 0 0.0% Q2 2026 Aug 05, 2026
JFS WEALTH ADVISORS, LLC History No change 2,773 170 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 2,610 160 0.09% 0.09% 902 0 0.0% Q2 2026 Aug 14, 2026
Innovative Asset Advisors Group, LLC History No change 2,196 134 0.06% 0.06% 903 0 0.0% Q2 2026 Aug 05, 2026
Founders Financial Alliance, LLC History No change 2,163 132 0.02% 0.02% 904 0 0.0% Q2 2026 Aug 04, 2026
StrongBox Wealth, LLC History No change 2,125 130 0.04% 0.04% 905 0 0.0% Q2 2026 Jul 23, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,040 125 0.05% 0.05% 906 0 0.0% Q2 2026 Jul 08, 2026
Ascentis Independent Advisors History No change 1,965 120 0.32% 0.32% 907 0 0.0% Q2 2026 Aug 04, 2026
Essential Investment Partners LLC History No change 1,950 119 0.1% 0.1% 908 0 0.0% Q2 2026 Jul 15, 2026
BAYBAN History No change 1,926 118 0.09% 0.09% 909 0 0.0% Q2 2026 Jul 30, 2026
Rialto Wealth Management, LLC History No change 1,882 115 0.02% 0.02% 910 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 1,820 111 0.04% 0.04% 911 0 0.0% Q2 2026 Jul 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,773 108 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 1,740 106 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 1,714 105 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 1,695 104 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 06, 2026
Graney & King, LLC History No change 1,674 102 0.04% 0.04% 916 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 1,648 101 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 07, 2026
GGM Financial LLC History No change 1,620 99 0.04% 0.04% 918 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 1,606 98 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 21, 2026
DHJJ Financial Advisors, Ltd. History No change 1,571 96 0.03% 0.03% 920 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 1,500 92 0.05% 0.05% 921 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 1,258 77 0.02% 0.02% 922 0 0.0% Q2 2026 Jul 28, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 1,251 76 0.02% 0.02% 923 0 0.0% Q2 2026 Aug 07, 2026
Salomon & Ludwin, LLC History No change 1,221 73 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,184 72 0.05% 0.05% 925 0 0.0% Q2 2026 Jul 24, 2026
Longview Financial Advisors LLC History No change 1,056 64 0.03% 0.03% 926 0 0.0% Q2 2026 Jul 14, 2026
REYL & Cie S.A. History No change 1,100 61 0.07% 0.07% 927 0 0.0% Q2 2026 Oct 02, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,000 61 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 1,000 61 0.02% 0.02% 929 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,000 59 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Wealth Strategies, LLC History No change 974 59 0.03% 0.03% 931 0 0.0% Q2 2026 Jul 23, 2026
WOLFF WIESE MAGANA LLC History No change 963 59 0.03% 0.03% 932 0 0.0% Q2 2026 Jul 13, 2026
Bear Mountain Capital, Inc. History No change 964 58 0.02% 0.02% 933 0 0.0% Q2 2026 Jul 20, 2026
Front Row Advisors LLC History No change 940 56 0.02% 0.02% 934 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 919 56 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 24, 2026
Roxbury Financial LLC History No change 917 56 0.04% 0.04% 936 0 0.0% Q3 2026 Oct 01, 2026
Strategic Investment Solutions, Inc. /IL History No change 904 55 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 08, 2026
William B. Walkup & Associates, Inc. History No change 900 55 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 30, 2026
Sunrise Financial Services, LLC History No change 900 55 0.03% 0.03% 939 0 0.0% Q2 2026 Aug 12, 2026
Roble, Belko & Company, Inc History No change 871 54 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 891 54 0.03% 0.03% 941 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 867 53 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 16, 2026
Ascentis Wealth Management, LLC History No change 868 53 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 835 51 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 03, 2026
Reyes Financial Architecture, Inc. History No change 735 45 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 16, 2026
Tower Research Capital LLC (TRC) History No change 722 44 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Advisors History No change 717 44 0.0% 0.0% 947 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 720 44 0.0% 0.0% 948 0 0.0% Q2 2026 Jul 13, 2026
Russell Investments Group, Ltd. History No change 697 42 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 06, 2026
Investors Portfolio Services LLC History No change 676 41 0.03% 0.03% 950 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 660 40 0.01% 0.01% 951 0 0.0% Q2 2026 Jul 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 631 38 0.01% 0.01% 952 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 622 38 0.0% 0.0% 953 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 624 38 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 615 37 0.01% 0.01% 955 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 554 34 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 27, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 550 33 0.02% 0.02% 957 0 0.0% Q2 2026 Jul 21, 2026
Anchor Bay Capital, Inc. History No change 569 33 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 525 32 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 518 31 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 30, 2026
Holos Integrated Wealth LLC History No change 525 31 0.01% 0.01% 961 0 0.0% Q2 2026 Jul 15, 2026
Game Plan Financial Advisors, LLC History No change 500 30 0.01% 0.01% 962 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Private Wealth, LLC History No change 500 30 0.02% 0.02% 963 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 446 27 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone National Bank & Trust Co History No change 459 27 0.01% 0.01% 965 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 436 26 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 411 25 0.0% 0.0% 967 0 0.0% Q2 2026 Jul 29, 2026
3Chopt Investment Partners, LLC History No change 364 22 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 29, 2026
AlphaCore Capital LLC History No change 352 21 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 357 21 0.0% 0.0% 970 0 0.0% Q2 2026 Jul 22, 2026
Piscataqua Savings Bank History No change 335 20 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 09, 2026
SWAN Capital LLC History No change 327 20 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 13, 2026
MILLER WEALTH ADVISORS, LLC History No change 324 19 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 29, 2026
GODSEY & GIBB, INC History No change 293 18 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 307 18 0.03% 0.03% 975 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 289 17 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 30, 2026
Napier Financial, LLC History No change 274 16 0.0% 0.0% 977 0 0.0% Q2 2026 Jul 31, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 250 15 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 24, 2026
Acumen Wealth Advisors, LLC History No change 255 15 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 03, 2026
Allspring Global Investments Holdings, LLC History No change 250 14 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 237 14 0.0% 0.0% 981 0 0.0% Q2 2026 Aug 04, 2026
NVWM, LLC History No change 200 12 0.0% 0.0% 982 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 200 12 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 31, 2026
Crews Bank & Trust History No change 200 12 0.0% 0.0% 984 0 0.0% Q2 2026 Jul 16, 2026
Vision Retirement, LLC History No change 196 12 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 21, 2026
Miller Global Investments, LLC History No change 205 12 0.01% 0.01% 986 0 0.0% Q3 2026 Oct 02, 2026
Physician Wealth Advisors, Inc. History No change 186 11 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 20, 2026
Delos Wealth Advisors, LLC History No change 176 10 0.01% 0.01% 988 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 169 10 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History No change 155 9 0.0% 0.0% 990 0 0.0% Q3 2026 Oct 02, 2026
Coppell Advisory Solutions LLC History No change 46,653 9 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 143 8 0.0% 0.0% 992 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 101 6 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 100 6 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 94 6 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 100 6 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL CONSULATE, INC History No change 102 6 0.0% 0.0% 997 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History No change 104 6 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 10, 2026
Costello Asset Management, INC History No change 107 6 0.0% 0.0% 999 0 0.0% Q2 2026 Jul 28, 2026
Aspect Partners, LLC History No change 100 6 0.0% 0.0% 1000 0 0.0% Q2 2026 Jul 16, 2026
Central Pacific Bank - Trust Division History No change 100 6 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 07, 2026
Bullock Wealth Management Group History No change 100 6 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 19, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 95 5 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History No change 95 5 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 14, 2026
Abound Wealth Management History No change 90 5 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 10, 2026
Imprint Wealth LLC History No change 95 5 0.02% 0.02% 1006 0 0.0% Q2 2026 Aug 14, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 75 4 0.0% 0.0% 1007 0 0.0% Q2 2026 Jul 20, 2026
Cedar Mountain Advisors, LLC History No change 74 4 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 02, 2026
MATHER GROUP, LLC. History No change 60 3 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 57 3 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 04, 2026
Key FInancial Inc History No change 50 3 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 24, 2026
Elevated Capital Advisors, LLC History No change 51 3 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 03, 2026
Paladin Advisory Group, LLC History No change 60 3 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 28, 2026
LGT Financial Advisors LLC History No change 62 3 0.02% 0.02% 1014 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 34 2 0.0% 0.0% 1015 0 0.0% Q2 2026 Aug 14, 2026
Coston, McIsaac & Partners History No change 46 2 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 12, 2026
Mountain Hill Investment Partners Corp. History No change 34 2 0.0% 0.0% 1017 0 0.0% Q2 2026 Jul 16, 2026
Silver Grove Financial Group, Inc. History No change 48 2 0.0% 0.0% 1018 0 0.0% Q2 2026 Aug 13, 2026
DUNCKER STREETT & CO INC History No change 30 1 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 28, 2026
VIRTUS ADVISERS, LLC History No change 20 1 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 30 1 0.0% 0.0% 1021 0 0.0% Q2 2026 Jul 17, 2026
Guardian Partners Inc. History No change 30 1 0.0% 0.0% 1022 0 0.0% Q2 2026 Jul 29, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 31 1 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 21, 2026
Purpose Unlimited Inc. History No change 19 1 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 13, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Legacy Bridge, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Bay Harbor Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Operose Advisors LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Park Square Financial Group, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026