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

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
JPMORGAN CHASE & CO History No change 98,255,683 4,969,772 0.28% 0.28% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 63,410,002 3,206,643 0.17% 0.17% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 19,992,863 1,011,039 0.23% 0.23% 3 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 18,129,440 916,805 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 13,758,242 695,754 1.18% 1.18% 5 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 12,793,148 646,949 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 12,005,579 607,122 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 11,835,783 598,535 0.1% 0.1% 8 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 10,065,428 506,508 2.84% 2.84% 9 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 9,881,452 499,705 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,111,281 309,047 0.08% 0.08% 11 0 0.0% Q2 2026 Aug 14, 2026
Temasek Holdings (Private) Ltd History No change 5,919,494 299,348 0.8% 0.8% 12 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 5,448,316 275,520 0.33% 0.33% 13 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,291,854 267,608 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 4,831,585 244,333 14.2% 14.2% 15 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,289,310 216,910 0.05% 0.05% 16 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 4,090,820 206,872 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,883,899 195,714 0.33% 0.33% 18 0 0.0% Q2 2026 Jul 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,647,775 184,467 0.1% 0.1% 19 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 2,839,964 143,610 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,714,023 137,263 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 14, 2026
Kensington Asset Management, LLC History No change 2,701,053 136,592 7.45% 7.45% 22 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,667,552 134,898 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 2,455,093 124,154 3.98% 3.98% 24 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 2,360,792 119,385 0.69% 0.69% 25 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Management, Inc. History No change 2,248,144 113,688 16.36% 16.36% 26 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD BANCORP History No change 2,170,646 109,769 0.18% 0.18% 27 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 2,142,892 108,366 0.09% 0.09% 28 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,080,200 105,195 0.13% 0.13% 29 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 2,057,137 103,679 5.65% 5.65% 30 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,005,435 101,415 0.23% 0.23% 31 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 1,988,463 100,556 0.1% 0.1% 32 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,973,968 99,823 2.74% 2.74% 33 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,922,804 97,236 1.55% 1.55% 34 0 0.0% Q2 2026 Jul 28, 2026
GREENWOOD GEARHART LLC History No change 1,827,293 92,406 4.3% 4.3% 35 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Wealth History No change 1,804,211 91,238 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 1,778,961 89,962 0.15% 0.15% 37 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 1,774,918 89,757 1.73% 1.73% 38 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,580,803 79,941 1.06% 1.06% 39 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,375,821 69,575 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 1,335,879 67,555 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 03, 2026
Rock Creek Group LLC History No change 1,303,970 65,942 6.64% 6.64% 42 0 0.0% Q2 2026 Aug 03, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,300,703 65,776 3.92% 3.92% 43 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 1,294,929 65,484 0.87% 0.87% 44 0 0.0% Q2 2026 Jul 23, 2026
Bramshill Investments, LLC History No change 1,282,964 64,879 4.96% 4.96% 45 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 1,272,405 64,345 4.3% 4.3% 46 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 1,260,051 63,720 0.19% 0.19% 47 0 0.0% Q2 2026 Aug 12, 2026
Crane Advisory, LLC History No change 1,198,932 60,522 8.69% 8.69% 48 0 0.0% Q2 2026 Jul 17, 2026
Capital Asset Advisory Services LLC History No change 1,185,486 59,950 2.17% 2.17% 49 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,181,875 59,746 0.33% 0.33% 50 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 1,174,372 59,387 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 1,168,286 59,080 0.39% 0.39% 52 0 0.0% Q2 2026 Sep 08, 2026
MML INVESTORS SERVICES, LLC History No change 1,125,142 56,898 0.12% 0.12% 53 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,104,176 55,838 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 13, 2026
Naviter Wealth, LLC History No change 1,099,150 55,583 5.04% 5.04% 55 0 0.0% Q2 2026 Aug 07, 2026
Acorns Advisers, LLC History No change 1,074,374 54,331 0.35% 0.35% 56 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 1,060,184 53,613 4.79% 4.79% 57 0 0.0% Q2 2026 Aug 17, 2026
Gotham Asset Management, LLC History No change 1,046,242 52,908 0.12% 0.12% 58 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 1,002,831 50,713 1.12% 1.12% 59 0 0.0% Q2 2026 Aug 12, 2026
Phoenix Wealth Advisors History No change 994,969 50,315 16.97% 16.97% 60 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 986,804 49,902 0.23% 0.23% 61 0 0.0% Q2 2026 Jul 27, 2026
Round Rock Advisors LLC History No change 953,692 48,228 6.21% 6.21% 62 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 912,435 46,141 1.79% 1.79% 63 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 905,774 45,804 0.21% 0.21% 64 0 0.0% Q2 2026 Aug 03, 2026
MEMBERS CAPITAL ADVISORS INC History No change 900,000 45,513 39.09% 39.09% 65 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 885,033 44,756 0.82% 0.82% 66 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 846,270 42,795 1.64% 1.64% 67 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 838,201 42,387 0.51% 0.51% 68 0 0.0% Q2 2026 Aug 07, 2026
STEPHENS INC /AR/ History No change 826,961 41,819 0.47% 0.47% 69 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 821,078 41,521 1.9% 1.9% 70 0 0.0% Q2 2026 Jul 23, 2026
Alpha Omega Wealth Management LLC History No change 797,365 40,322 6.14% 6.14% 71 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 794,088 40,157 0.15% 0.15% 72 0 0.0% Q2 2026 Aug 14, 2026
Great Point Wealth Advisors, LLC History No change 744,455 37,647 6.08% 6.08% 73 0 0.0% Q2 2026 Jul 23, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 722,623 36,543 1.93% 1.93% 74 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Added to 723,286 36,431 6.52% 6.42% 75 +41,547 6.09% Q3 2026 Oct 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 718,740 36,375 6.26% 6.26% 76 0 0.0% Q2 2026 Aug 03, 2026
Cobblestone Asset Management LLC History No change 716,865 36,251 15.12% 15.12% 77 0 0.0% Q2 2026 Jul 21, 2026
FRANKLIN RESOURCES INC History No change 714,153 36,114 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 706,267 35,715 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 695,481 35,170 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 686,045 34,693 0.66% 0.66% 81 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 685,795 34,680 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 678,604 34,317 0.11% 0.11% 83 0 0.0% Q2 2026 Jul 28, 2026
Roof Eidam Maycock Peralta, LLC History No change 670,922 33,928 6.68% 6.68% 84 0 0.0% Q2 2026 Jul 24, 2026
MCMORGAN & CO LLC History No change 668,362 33,799 5.09% 5.09% 85 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 663,670 33,561 0.36% 0.36% 86 0 0.0% Q2 2026 Aug 06, 2026
Roberts Wealth Advisors, LLC History No change 658,706 33,310 7.57% 7.57% 87 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Advisor Solutions LLC History No change 654,851 33,115 0.94% 0.94% 88 0 0.0% Q2 2026 Jul 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 651,468 32,944 6.68% 6.68% 89 0 0.0% Q2 2026 Jul 15, 2026
Gerber Kawasaki Wealth & Investment Management History No change 643,064 32,519 0.87% 0.87% 90 0 0.0% Q2 2026 Aug 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 640,700 32,400 1.2% 1.2% 91 0 0.0% Q2 2026 Jul 08, 2026
Capital Advisors Wealth Management, LLC History Added to 641,491 32,311 3.64% 2.54% 92 +213,720 49.96% Q3 2026 Oct 09, 2026
&PARTNERS History No change 623,361 31,523 0.13% 0.13% 93 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 621,985 31,453 0.36% 0.36% 94 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 619,993 31,353 3.62% 3.62% 95 0 0.0% Q2 2026 Jul 15, 2026
StrongBox Wealth, LLC History No change 618,387 31,271 8.91% 8.91% 96 0 0.0% Q2 2026 Jul 23, 2026
Requisite Capital Management, LLC History No change 612,480 30,973 5.12% 5.12% 97 0 0.0% Q2 2026 Aug 07, 2026
MONTAG A & ASSOCIATES INC History No change 610,033 30,849 1.3% 1.3% 98 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 587,095 29,689 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 13, 2026
SkyOak Wealth, LLC History No change 581,430 29,402 4.8% 4.8% 100 0 0.0% Q2 2026 Jul 30, 2026
Morton Capital Management LLC/CA History No change 573,696 29,011 3.97% 3.97% 101 0 0.0% Q2 2026 Jul 23, 2026
IMZ Advisory Inc History No change 571,842 28,918 9.16% 9.16% 102 0 0.0% Q2 2026 Jul 07, 2026
Equitable Holdings, Inc. History No change 565,252 28,584 0.17% 0.17% 103 0 0.0% Q2 2026 Aug 17, 2026
MBM WEALTH CONSULTANTS, LLC History No change 560,962 28,367 5.47% 5.47% 104 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 553,871 28,009 0.19% 0.19% 105 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 551,569 27,892 0.46% 0.46% 106 0 0.0% Q2 2026 Jul 31, 2026
Evensky & Katz LLC History No change 547,556 27,690 1.43% 1.43% 107 0 0.0% Q2 2026 Jul 22, 2026
LPWM LLC History No change 546,360 27,629 6.13% 6.13% 108 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 544,767 27,548 0.28% 0.28% 109 0 0.0% Q2 2026 Aug 11, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 543,560 27,487 1.96% 1.96% 110 0 0.0% Q2 2026 Jul 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 537,730 27,193 0.12% 0.12% 111 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 518,316 26,211 0.62% 0.62% 112 0 0.0% Q2 2026 Aug 14, 2026
Leverty Financial Group, LLC History Added to 508,568 25,616 4.67% 4.96% 113 +4,146 0.82% Q3 2026 Oct 08, 2026
Sollinda Capital Management LLC History No change 504,872 25,531 5.45% 5.45% 114 0 0.0% Q2 2026 Aug 05, 2026
ACT Advisors, LLC. History No change 500,113 25,290 8.41% 8.41% 115 0 0.0% Q2 2026 Jul 22, 2026
MASON STREET ADVISORS, LLC History No change 494,716 25,017 2.25% 2.25% 116 0 0.0% Q2 2026 Aug 12, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 492,953 24,869 10.51% 10.51% 117 0 0.0% Q2 2026 Jul 14, 2026
San Luis Wealth Advisors LLC History No change 490,768 24,818 3.74% 3.74% 118 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 482,831 24,416 0.74% 0.74% 119 0 0.0% Q2 2026 Jul 15, 2026
Jacobi Capital Management LLC History No change 476,780 24,110 1.18% 1.18% 120 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 475,806 24,061 1.05% 1.05% 121 0 0.0% Q2 2026 Aug 03, 2026
Arbor Investment Advisors, LLC History No change 471,203 23,828 2.7% 2.7% 122 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 468,313 23,682 1.83% 1.83% 123 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 463,219 23,425 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 05, 2026
Saiph Capital, LLC History No change 456,852 23,102 6.92% 6.92% 125 0 0.0% Q2 2026 Jul 29, 2026
Souders Financial Advisors History No change 456,124 23,066 2.32% 2.32% 126 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 452,357 22,875 0.03% 0.03% 127 0 0.0% Q2 2026 Aug 27, 2026
APPLETON PARTNERS INC/MA History No change 449,897 22,751 1.39% 1.39% 128 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 447,169 22,613 0.3% 0.3% 129 0 0.0% Q2 2026 Aug 12, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 446,878 22,598 1.36% 1.36% 130 0 0.0% Q2 2026 Jul 31, 2026
Clarus Group, Inc. History No change 440,964 22,299 7.56% 7.56% 131 0 0.0% Q2 2026 Jul 24, 2026
Family Investment Center, Inc. History No change 439,827 22,242 3.69% 3.69% 132 0 0.0% Q2 2026 Jul 23, 2026
Sand Hill Global Advisors, LLC History No change 431,876 21,839 0.66% 0.66% 133 0 0.0% Q2 2026 Aug 11, 2026
Thomasville National Bank History No change 421,402 21,310 1.17% 1.17% 134 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 420,309 21,170 0.15% 0.16% 135 +25,421 6.44% Q3 2026 Oct 08, 2026
Capital Investment Advisory Services, LLC History No change 414,063 20,939 1.29% 1.29% 136 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 412,854 20,878 0.39% 0.39% 137 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 409,731 20,720 0.42% 0.42% 138 0 0.0% Q2 2026 Aug 14, 2026
Mainstream Capital Management LLC History No change 402,230 20,340 12.25% 12.25% 139 0 0.0% Q2 2026 Jul 15, 2026
Palumbo Wealth Management LLC History No change 399,763 20,216 4.23% 4.23% 140 0 0.0% Q2 2026 Aug 12, 2026
Mascoma Wealth Management LLC History No change 396,714 20,061 3.72% 3.72% 141 0 0.0% Q2 2026 Jul 24, 2026
YHB Investment Advisors, Inc. History Reduced 397,889 20,041 1.26% 1.33% 142 -13,860 -3.37% Q3 2026 Oct 08, 2026
Compass Financial Services Inc History No change 396,256 20,038 7.49% 7.49% 143 0 0.0% Q2 2026 Jul 24, 2026
Ridgeline Wealth Planning, LLC History No change 395,728 20,011 12.68% 12.68% 144 0 0.0% Q2 2026 Jul 24, 2026
WJ Wealth Management, LLC History No change 394,346 19,941 7.87% 7.87% 145 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 394,799 19,933 0.33% 0.33% 146 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 394,799 19,933 0.33% 0.33% 147 0 0.0% Q2 2026 Jul 29, 2026
Cerro Pacific Wealth Advisors LLC History No change 388,992 19,671 4.45% 4.45% 148 0 0.0% Q2 2026 Jul 15, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 388,798 19,661 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
White Wing Wealth Management History No change 388,423 19,642 10.25% 10.25% 150 0 0.0% Q2 2026 Jul 08, 2026
Financial Management Professionals, Inc. History No change 383,190 19,377 1.84% 1.84% 151 0 0.0% Q2 2026 Jul 09, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 381,370 19,285 0.55% 0.55% 152 0 0.0% Q2 2026 Aug 05, 2026
Beacon Bank & Trust History No change 380,948 19,264 3.67% 3.67% 153 0 0.0% Q2 2026 Aug 03, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 380,490 19,241 2.31% 2.31% 154 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 375,686 18,998 0.95% 0.95% 155 0 0.0% Q2 2026 Aug 10, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 376,694 18,974 3.09% 2.79% 156 +46,298 14.01% Q3 2026 Oct 08, 2026
Soltis Investment Advisors LLC History No change 374,519 18,939 1.05% 1.05% 157 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 374,421 18,934 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 371,068 18,764 0.23% 0.23% 159 0 0.0% Q2 2026 Jul 20, 2026
Baird Financial Group, Inc. History No change 370,632 18,742 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 369,961 18,708 5.51% 5.51% 161 0 0.0% Q2 2026 Jul 23, 2026
Ridgepath Capital Management LLC History No change 367,780 18,598 8.21% 8.21% 162 0 0.0% Q2 2026 Aug 20, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 363,803 18,397 1.43% 1.43% 163 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 363,695 18,392 0.13% 0.13% 164 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 363,347 18,374 0.05% 0.05% 165 0 0.0% Q2 2026 Aug 10, 2026
KWMG, LLC History Added to 360,964 18,181 1.31% 1.21% 166 +28,712 8.64% Q3 2026 Oct 07, 2026
Modern Wealth Management, LLC History No change 359,025 18,155 0.22% 0.22% 167 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 356,830 18,044 0.24% 0.24% 168 0 0.0% Q2 2026 Jul 15, 2026
Legacy CG, LLC History No change 354,161 17,909 4.58% 4.58% 169 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 353,105 17,856 0.58% 0.58% 170 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 349,951 17,697 0.2% 0.2% 171 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 346,668 17,531 0.25% 0.25% 172 0 0.0% Q2 2026 Jul 15, 2026
Selby Wealth Management, LLC History No change 345,746 17,484 6.2% 6.2% 173 0 0.0% Q2 2026 Jul 09, 2026
Matthew Goff Investment Advisor, LLC History No change 342,661 17,328 2.92% 2.92% 174 0 0.0% Q2 2026 Jul 07, 2026
VCI Wealth Management LLC History No change 342,342 17,312 4.34% 4.34% 175 0 0.0% Q2 2026 Aug 04, 2026
LANE BROTHERS & CO INC History No change 341,660 17,277 11.3% 11.3% 176 0 0.0% Q2 2026 Aug 05, 2026
Cooper Financial Group History Reduced 339,962 17,123 1.36% 1.49% 177 -15,329 -4.31% Q3 2026 Oct 07, 2026
JFS WEALTH ADVISORS, LLC History No change 337,387 17,061 0.85% 0.85% 178 0 0.0% Q2 2026 Jul 10, 2026
IronBridge Private Wealth, LLC History No change 332,184 16,798 5.52% 5.52% 179 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 327,971 16,585 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 19, 2026
Causey Wealth LLC History No change 326,485 16,510 6.45% 6.45% 181 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 324,561 16,413 2.34% 2.34% 182 0 0.0% Q2 2026 Aug 03, 2026
OneDigital Investment Advisors LLC History No change 320,363 16,200 0.14% 0.14% 183 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 319,769 16,170 0.07% 0.07% 184 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 315,057 15,932 0.19% 0.19% 185 0 0.0% Q2 2026 Jul 22, 2026
Legacy Wealth Advisors, LLC History No change 313,432 15,850 6.86% 6.86% 186 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 312,840 15,820 0.78% 0.78% 187 0 0.0% Q2 2026 Jul 24, 2026
Morrissey Wealth Management, LLC History No change 311,291 15,636 9.84% 9.84% 188 0 0.0% Q2 2026 Oct 05, 2026
RETIREMENT GUYS FORMULA LLC History No change 306,792 15,514 5.84% 5.84% 189 0 0.0% Q2 2026 Jul 30, 2026
Composition Wealth, LLC History No change 306,036 15,476 0.18% 0.18% 190 0 0.0% Q2 2026 Jul 22, 2026
Financial Solutions Advisory Group, Inc. History No change 304,972 15,385 1.95% 1.95% 191 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 298,529 15,096 0.14% 0.14% 192 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 298,476 15,093 0.02% 0.02% 193 0 0.0% Q2 2026 Jul 28, 2026
Ruggaard & Associates LLC History No change 295,794 14,958 5.37% 5.37% 194 0 0.0% Q2 2026 Aug 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 283,265 14,324 6.03% 6.03% 195 0 0.0% Q2 2026 Jul 16, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 279,870 14,153 5.24% 5.24% 196 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 279,354 14,126 0.24% 0.24% 197 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 278,967 14,107 2.35% 2.35% 198 0 0.0% Q2 2026 Aug 12, 2026
Crestmont Private Wealth LLC History No change 278,757 14,096 3.95% 3.95% 199 0 0.0% Q2 2026 Aug 07, 2026
Massachusetts Wealth Management History No change 277,545 14,035 5.35% 5.35% 200 0 0.0% Q2 2026 Aug 03, 2026
Resonant Capital Advisors, LLC History No change 273,155 13,813 0.66% 0.66% 201 0 0.0% Q2 2026 Jul 24, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 272,457 13,777 0.22% 0.22% 202 0 0.0% Q2 2026 Aug 10, 2026
Wellington Grp LLC History No change 269,355 13,621 3.6% 3.6% 203 0 0.0% Q2 2026 Aug 26, 2026
Buck Wealth Strategies, LLC History No change 267,213 13,512 1.41% 1.41% 204 0 0.0% Q2 2026 Jul 30, 2026
SCOTIA CAPITAL INC. History No change 266,603 13,482 0.05% 0.05% 205 0 0.0% Q2 2026 Aug 11, 2026
CEERA INVESTMENTS, LLC History No change 266,246 13,464 5.71% 5.71% 206 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 265,262 13,414 0.13% 0.13% 207 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 264,477 13,374 0.4% 0.4% 208 0 0.0% Q2 2026 Jul 27, 2026
SIMON QUICK ADVISORS, LLC History No change 263,773 13,338 0.54% 0.54% 209 0 0.0% Q2 2026 Jul 28, 2026
Aspen Wealth Management LLC History No change 262,094 13,254 2.25% 2.25% 210 0 0.0% Q2 2026 Jul 31, 2026
Paradigm Capital Management, LLC/NV History No change 261,625 13,230 11.38% 11.38% 211 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 261,136 13,205 0.07% 0.07% 212 0 0.0% Q2 2026 Aug 11, 2026
ELEVATUS WELATH MANAGEMENT History No change 259,004 13,097 3.19% 3.19% 213 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 256,007 12,946 1.15% 1.15% 214 0 0.0% Q2 2026 Jul 20, 2026
Tradewinds, LLC. History No change 14,991 12,920 2.91% 2.91% 215 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Added to 253,099 12,748 0.36% 0.23% 216 +85,436 50.96% Q3 2026 Oct 08, 2026
NavPoint Financial, Inc. History No change 250,122 12,648 4.69% 4.69% 217 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 248,788 12,581 0.22% 0.22% 218 0 0.0% Q2 2026 Jul 21, 2026
TD Capital Management LLC History No change 247,217 12,501 1.02% 1.02% 219 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 245,334 12,406 0.22% 0.22% 220 0 0.0% Q2 2026 Jul 20, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 244,963 12,387 7.55% 7.55% 221 0 0.0% Q2 2026 Jul 21, 2026
REDW Wealth LLC History No change 242,930 12,284 4.4% 4.4% 222 0 0.0% Q2 2026 Jul 30, 2026
Independent Wealth Network Inc. History No change 242,635 12,270 3.12% 3.12% 223 0 0.0% Q2 2026 Jul 20, 2026
Insight Wealth Partners, LLC History No change 240,079 12,140 1.63% 1.63% 224 0 0.0% Q2 2026 Aug 06, 2026
Taylor Securities Services, Inc. History No change 238,932 12,082 4.91% 4.91% 225 0 0.0% Q2 2026 Aug 13, 2026
Choice Wealth Advisors LLC History No change 235,220 11,895 4.17% 4.17% 226 0 0.0% Q2 2026 Jul 09, 2026
Invst, LLC History No change 235,002 11,884 1.16% 1.16% 227 0 0.0% Q2 2026 Aug 14, 2026
Houlihan Financial Resource Group, Ltd. History No change 231,209 11,692 4.17% 4.17% 228 0 0.0% Q2 2026 Aug 10, 2026
Guardian Wealth Advisors, LLC History No change 230,696 11,666 5.84% 5.84% 229 0 0.0% Q2 2026 Aug 05, 2026
Financial Enhancement Group LLC History Added to 231,856 11,655 1.34% 1.2% 230 +32,910 16.54% Q3 2026 Oct 08, 2026
Legacy Capital Group California, Inc. History No change 228,759 11,568 3.49% 3.49% 231 0 0.0% Q2 2026 Jul 29, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 228,437 11,552 3.52% 3.52% 232 0 0.0% Q2 2026 Jul 21, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 228,267 11,543 1.07% 1.07% 233 0 0.0% Q2 2026 Jul 09, 2026
HBW ADVISORY SERVICES LLC History No change 226,942 11,476 1.04% 1.04% 234 0 0.0% Q2 2026 Jul 16, 2026
RETIREMENT CAPITAL STRATEGIES History No change 226,339 11,445 3.97% 3.97% 235 0 0.0% Q2 2026 Aug 13, 2026
Rockingstone Advisors LLC History No change 224,847 11,370 4.56% 4.56% 236 0 0.0% Q2 2026 Jul 13, 2026
Ironwood Investment Counsel, LLC History No change 223,060 11,280 1.48% 1.48% 237 0 0.0% Q2 2026 Aug 05, 2026
5th Street Advisors, LLC History No change 222,536 11,253 4.28% 4.28% 238 0 0.0% Q2 2026 Aug 05, 2026
Spectrum Planning & Advisory Services Inc. History No change 221,477 11,200 5.01% 5.01% 239 0 0.0% Q2 2026 Jul 14, 2026
Legacy Private Trust Co. History Added to 220,894 11,126 0.61% 0.23% 240 +140,458 174.62% Q3 2026 Oct 06, 2026
Fluent Financial, LLC History No change 219,706 11,110 3.97% 3.97% 241 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Services Group LLC History No change 219,027 11,076 8.1% 8.1% 242 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 217,686 11,008 0.06% 0.06% 243 0 0.0% Q2 2026 Jul 24, 2026
J. Mark Nickell & Co. History No change 215,388 10,892 8.69% 8.69% 244 0 0.0% Q2 2026 Aug 11, 2026
Perennial Advisors, LLC History No change 214,996 10,872 1.67% 1.67% 245 0 0.0% Q2 2026 Jul 13, 2026
Symphony Financial, Ltd. Co. History No change 214,738 10,861 1.19% 1.19% 246 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 214,270 10,835 0.11% 0.11% 247 0 0.0% Q2 2026 Aug 05, 2026
Scarborough Advisors, LLC History No change 214,087 10,809 1.24% 1.24% 248 0 0.0% Q2 2026 Jul 21, 2026
Syverson Strege & Co History No change 212,175 10,729 2.34% 2.34% 249 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 210,052 10,622 3.06% 3.06% 250 0 0.0% Q2 2026 Jul 24, 2026
Sharper & Granite LLC History No change 209,969 10,618 3.29% 3.29% 251 0 0.0% Q2 2026 Jul 16, 2026
Western Wealth Management, LLC History No change 209,203 10,579 0.35% 0.35% 252 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 208,413 10,539 1.27% 1.27% 253 0 0.0% Q2 2026 Jul 14, 2026
Financial Security Advisor, Inc. History No change 208,104 10,523 1.71% 1.71% 254 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 226,494 10,493 7.86% 7.86% 255 0 0.0% Q2 2026 Jul 30, 2026
Tradition Wealth Management, LLC History No change 206,798 10,457 0.64% 0.64% 256 0 0.0% Q2 2026 Aug 11, 2026
FSM Wealth Advisors, LLC History No change 206,622 10,448 1.11% 1.11% 257 0 0.0% Q2 2026 Jul 15, 2026
Prosperity Consulting Group, LLC History No change 205,153 10,374 0.39% 0.39% 258 0 0.0% Q2 2026 Aug 13, 2026
Per Stirling Capital Management, LLC. History No change 204,252 10,329 0.98% 0.98% 259 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 204,214 10,327 0.4% 0.4% 260 0 0.0% Q2 2026 Aug 17, 2026
INTEGRITY ALLIANCE, LLC. History No change 202,837 10,257 0.32% 0.32% 261 0 0.0% Q2 2026 Jul 31, 2026
RAHLFS CAPITAL, LLC History No change 201,780 10,204 7.49% 7.49% 262 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 200,888 10,158 0.19% 0.19% 263 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 200,579 10,143 0.36% 0.36% 264 0 0.0% Q2 2026 Aug 13, 2026
Blom & Howell Financial Planning, Inc. History No change 200,054 10,116 8.43% 8.43% 265 0 0.0% Q2 2026 Aug 04, 2026
Frisch Financial Group, Inc. History No change 198,598 10,043 1.72% 1.72% 266 0 0.0% Q2 2026 Aug 14, 2026
RPg Family Wealth Advisory, LLC History No change 198,459 10,036 2.08% 2.08% 267 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 198,439 10,035 0.21% 0.21% 268 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Advisory Group LLC History No change 197,378 9,981 0.67% 0.67% 269 0 0.0% Q2 2026 Jul 17, 2026
Ackerman Asset Management, LLC History No change 196,511 9,937 5.96% 5.96% 270 0 0.0% Q2 2026 Aug 10, 2026
Mach-1 Financial Group, LLC History No change 195,800 9,901 3.84% 3.84% 271 0 0.0% Q2 2026 Jul 29, 2026
Meridian Financial Advisors, LLC History No change 195,332 9,877 4.75% 4.75% 272 0 0.0% Q2 2026 Jul 22, 2026
Interchange Capital Partners, LLC History No change 195,303 9,876 1.86% 1.86% 273 0 0.0% Q2 2026 Jul 20, 2026
Perigon Wealth Management, LLC History No change 195,123 9,867 0.16% 0.16% 274 0 0.0% Q2 2026 Aug 07, 2026
Elmwood Wealth Management, Inc. History No change 194,430 9,832 2.46% 2.46% 275 0 0.0% Q2 2026 Jul 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 194,329 9,827 0.24% 0.24% 276 0 0.0% Q2 2026 Jul 31, 2026
Prosperitas Financial LLC History No change 194,337 9,827 3.15% 3.15% 277 0 0.0% Q2 2026 Aug 19, 2026
Alexis Investment Partners, LLC History No change 192,703 9,746 5.7% 5.7% 278 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 191,705 9,694 5.01% 5.01% 279 0 0.0% Q2 2026 Jul 22, 2026
GTS SECURITIES LLC History No change 188,126 9,513 0.2% 0.2% 280 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Advisory, LLC History No change 187,979 9,506 0.79% 0.79% 281 0 0.0% Q2 2026 Jul 29, 2026
Worth Asset Management, LLC History Added to 187,616 9,450 2.75% 1.67% 282 +84,093 81.23% Q3 2026 Oct 07, 2026
CHOREO, LLC History No change 185,104 9,360 0.1% 0.1% 283 0 0.0% Q2 2026 Aug 04, 2026
NFSG Corp History No change 184,879 9,349 1.16% 1.16% 284 0 0.0% Q2 2026 Aug 14, 2026
Flavin Financial Services, Inc. History No change 184,873 9,349 5.33% 5.33% 285 0 0.0% Q2 2026 Aug 13, 2026
Scott Capital Advisors, LLC History No change 184,730 9,341 1.46% 1.46% 286 0 0.0% Q2 2026 Jul 10, 2026
Beacon Pointe Advisors, LLC History No change 184,273 9,318 0.04% 0.04% 287 0 0.0% Q2 2026 Aug 18, 2026
AQR CAPITAL MANAGEMENT LLC History No change 183,973 9,303 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 183,523 9,280 0.7% 0.7% 289 0 0.0% Q2 2026 Sep 15, 2026
Firestone Capital Management History No change 182,866 9,247 1.72% 1.72% 290 0 0.0% Q2 2026 Jul 31, 2026
Cottage Street Advisors LLC History No change 179,231 9,063 3.51% 3.51% 291 0 0.0% Q2 2026 Jul 20, 2026
Granite Bay Wealth Management, LLC History No change 178,785 9,041 0.83% 0.83% 292 0 0.0% Q2 2026 Aug 14, 2026
Enclave Advisors LLC History No change 176,500 8,925 1.13% 1.13% 293 0 0.0% Q2 2026 Jul 14, 2026
Cresset Asset Management, LLC History No change 176,450 8,923 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 14, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 175,937 8,897 3.22% 3.22% 295 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 171,522 8,673 0.1% 0.1% 296 0 0.0% Q2 2026 Jul 28, 2026
Helium Advisors LLC History No change 170,861 8,640 7.18% 7.18% 297 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 170,594 8,626 0.07% 0.07% 298 0 0.0% Q2 2026 Jul 27, 2026
WEST PACES ADVISORS INC. History No change 169,640 8,578 1.44% 1.44% 299 0 0.0% Q2 2026 Jul 17, 2026
Beacon Financial Advisory LLC History No change 168,730 8,532 1.68% 1.68% 300 0 0.0% Q2 2026 Aug 05, 2026
Wills Financial Group LLC History No change 167,437 8,467 3.08% 3.08% 301 0 0.0% Q2 2026 Aug 14, 2026
Hudock, Inc. History No change 167,347 8,462 1.08% 1.08% 302 0 0.0% Q2 2026 Jul 31, 2026
Avestar Capital, LLC History No change 166,243 8,406 0.47% 0.47% 303 0 0.0% Q2 2026 Jul 29, 2026
Tradewinds Capital Management, LLC History No change 165,664 8,377 1.49% 1.49% 304 0 0.0% Q2 2026 Jul 23, 2026
Plotkin Financial Advisors, LLC History No change 164,890 8,338 3.46% 3.46% 305 0 0.0% Q2 2026 Aug 14, 2026
Independent Solutions Wealth Management, LLC History No change 164,140 8,300 1.08% 1.08% 306 0 0.0% Q2 2026 Jul 29, 2026
Apella Capital, LLC History Reduced 162,894 8,188 0.1% 0.13% 307 -18,922 -10.41% Q3 2026 Oct 08, 2026
O'Connor Financial Group LLC History No change 161,674 8,175 2.89% 2.89% 308 0 0.0% Q2 2026 Jul 17, 2026
Hardworking Capital Advisors, LLC History No change 161,509 8,167 6.67% 6.67% 309 0 0.0% Q2 2026 Aug 03, 2026
CRA Financial Services, LLC History No change 160,504 8,116 0.94% 0.94% 310 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Advisors, LLC History No change 158,574 8,019 0.44% 0.44% 311 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 158,442 8,007 0.6% 0.6% 312 0 0.0% Q2 2026 Jul 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 157,208 7,950 1.51% 1.51% 313 0 0.0% Q2 2026 Aug 06, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 157,524 7,934 1.13% 0.12% 314 +141,389 876.29% Q3 2026 Oct 08, 2026
CHATHAM CAPITAL GROUP, INC. History No change 156,369 7,907 1.01% 1.01% 315 0 0.0% Q2 2026 Jul 10, 2026
Hilltop Holdings Inc. History No change 154,414 7,808 0.61% 0.61% 316 0 0.0% Q2 2026 Aug 13, 2026
Archford Capital Strategies, LLC History No change 154,344 7,805 0.79% 0.79% 317 0 0.0% Q2 2026 Jul 17, 2026
Rothschild Wealth LLC History No change 153,173 7,745 0.62% 0.62% 318 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 151,112 7,641 0.09% 0.09% 319 0 0.0% Q2 2026 Aug 10, 2026
Cardinal Strategic Wealth Guidance History No change 151,018 7,636 1.73% 1.73% 320 0 0.0% Q2 2026 Jul 30, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 150,222 7,596 0.76% 0.76% 321 0 0.0% Q2 2026 Jul 07, 2026
VVR Holdings LLC History No change 150,027 7,586 3.28% 3.28% 322 0 0.0% Q2 2026 Jul 15, 2026
Goldstone Financial Group, LLC History No change 149,899 7,580 0.69% 0.69% 323 0 0.0% Q2 2026 Aug 11, 2026
Financially Speaking Inc History No change 149,073 7,544 36.64% 36.64% 324 0 0.0% Q2 2026 Jul 27, 2026
Wealth Advisors of Tampa Bay, LLC History No change 148,582 7,513 2.3% 2.3% 325 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 148,546 7,511 0.45% 0.45% 326 0 0.0% Q2 2026 Aug 04, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 148,376 7,503 3.37% 3.37% 327 0 0.0% Q2 2026 Aug 17, 2026
OARSMAN CAPITAL, INC. History No change 145,712 7,368 0.78% 0.78% 328 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 144,677 7,316 0.15% 0.15% 329 0 0.0% Q2 2026 Aug 06, 2026
Three Seasons Wealth, LLC History No change 143,497 7,256 0.66% 0.66% 330 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 142,701 7,216 2.55% 2.55% 331 0 0.0% Q2 2026 Jul 23, 2026
Atlas Legacy Advisors, LLC History No change 141,635 7,162 1.06% 1.06% 332 0 0.0% Q2 2026 Jul 31, 2026
First Citizens Financial Corp History Added to 139,734 7,038 2.96% 2.24% 333 +33,723 31.81% Q3 2026 Oct 02, 2026
Woodside Wealth Management LLC History No change 138,685 7,013 4.89% 4.89% 334 0 0.0% Q2 2026 Jul 24, 2026
EP Wealth Advisors, LLC History No change 138,507 7,004 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 11, 2026
CATHY PARETO & ASSOCIATES, INC History No change 138,326 6,995 4.1% 4.1% 336 0 0.0% Q2 2026 Jul 15, 2026
Orion Capital Management LLC History No change 138,036 6,980 2.16% 2.16% 337 0 0.0% Q2 2026 Aug 17, 2026
Advisory Alpha, LLC History No change 136,583 6,907 0.17% 0.17% 338 0 0.0% Q2 2026 Aug 11, 2026
WEBSTER BANK, N. A. History No change 135,181 6,836 0.59% 0.59% 339 0 0.0% Q2 2026 Jul 20, 2026
Security National Bank History No change 134,419 6,797 0.81% 0.81% 340 0 0.0% Q2 2026 Jul 15, 2026
Barnes Wealth Management Group, Inc History No change 133,274 6,739 3.12% 3.12% 341 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Wealth Management, LLC History No change 133,147 6,735 1.01% 1.01% 342 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 132,222 6,686 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 13, 2026
Mason & Associates Inc History No change 131,826 6,666 1.08% 1.08% 344 0 0.0% Q2 2026 Jul 23, 2026
One Capital Management, LLC History No change 128,942 6,525 0.18% 0.18% 345 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 128,773 6,512 0.31% 0.31% 346 0 0.0% Q2 2026 Jul 28, 2026
Ascension Capital Advisors, Inc. History No change 127,010 6,422 1.8% 1.8% 347 0 0.0% Q2 2026 Jul 27, 2026
WT Wealth Management History No change 126,541 6,399 1.77% 1.77% 348 0 0.0% Q2 2026 Jul 22, 2026
OPPENHEIMER & CO INC History No change 126,335 6,388 0.07% 0.07% 349 0 0.0% Q2 2026 Aug 03, 2026
JDM Financial Group LLC History No change 125,954 6,369 2.17% 2.17% 350 0 0.0% Q2 2026 Aug 17, 2026
Forza Wealth Management, LLC History No change 125,293 6,336 1.94% 1.94% 351 0 0.0% Q2 2026 Jul 17, 2026
Midwestern Financial, LLC /IA History No change 125,148 6,328 4.43% 4.43% 352 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 124,833 6,312 0.06% 0.06% 353 0 0.0% Q2 2026 Jul 28, 2026
Sherman Wealth Management LLC History No change 124,725 6,307 4.75% 4.75% 354 0 0.0% Q2 2026 Jul 09, 2026
DAVENPORT & Co LLC History No change 124,068 6,274 0.03% 0.03% 355 0 0.0% Q2 2026 Jul 13, 2026
Daybright Advisory Services, Inc. History No change 122,371 6,184 1.48% 1.48% 356 0 0.0% Q2 2026 Aug 04, 2026
Triumph Capital Management History No change 122,061 6,172 1.12% 1.12% 357 0 0.0% Q2 2026 Jul 20, 2026
Fonville Wealth Management LLC History No change 121,290 6,133 1.0% 1.0% 358 0 0.0% Q2 2026 Jul 28, 2026
B. Riley Wealth Advisors, Inc. History No change 120,290 6,084 0.33% 0.33% 359 0 0.0% Q2 2026 Jul 14, 2026
Merit Financial Group, LLC History No change 120,095 6,073 0.04% 0.04% 360 0 0.0% Q2 2026 Jul 20, 2026
BayBridge Capital Group, LLC History No change 119,796 6,058 3.16% 3.16% 361 0 0.0% Q2 2026 Jul 14, 2026
Paragon Private Wealth Management, LLC History No change 119,802 6,058 1.58% 1.58% 362 0 0.0% Q2 2026 Jul 28, 2026
Cynosure Group, LLC History No change 119,235 6,029 0.91% 0.91% 363 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 118,323 5,983 0.55% 0.55% 364 0 0.0% Q2 2026 Jul 24, 2026
FIRST MANHATTAN CO. LLC. History No change 117,331 5,933 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 14, 2026
5T Wealth, LLC History No change 115,809 5,856 2.18% 2.18% 366 0 0.0% Q2 2026 Jul 21, 2026
Mountain Capital Investment Advisors Inc. History No change 114,051 5,767 0.82% 0.82% 367 0 0.0% Q2 2026 Jul 14, 2026
Walkner Condon Financial Advisors LLC History No change 112,722 5,699 0.65% 0.65% 368 0 0.0% Q2 2026 Jul 27, 2026
BOS Asset Management, LLC History Reduced 113,044 5,694 1.33% 1.35% 369 -1,584 -1.38% Q3 2026 Oct 09, 2026
Blue Water Asset Management History No change 111,837 5,655 1.83% 1.83% 370 0 0.0% Q2 2026 Aug 03, 2026
Cauble & Harre Wealth Management, Inc. History No change 111,433 5,635 4.52% 4.52% 371 0 0.0% Q2 2026 Aug 11, 2026
Galvin, Gaustad & Stein, LLC History Reduced 111,765 5,629 0.42% 0.42% 372 -1,262 -1.12% Q3 2026 Oct 08, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 111,127 5,619 1.24% 1.24% 373 0 0.0% Q2 2026 Jul 07, 2026
Concord Investment Counsel Inc. History No change 110,745 5,600 1.53% 1.53% 374 0 0.0% Q2 2026 Aug 11, 2026
Paladin Advisory Group, LLC History No change 110,431 5,584 3.71% 3.71% 375 0 0.0% Q2 2026 Jul 28, 2026
Hartford Financial Management Inc. History No change 109,486 5,536 1.24% 1.24% 376 0 0.0% Q2 2026 Jul 23, 2026
Greenbush Financial Group, LLC History No change 109,423 5,533 1.63% 1.63% 377 0 0.0% Q2 2026 Jul 21, 2026
Bank of New York Mellon Corp History No change 108,762 5,500 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 06, 2026
Gradient Capital Advisors, LLC History No change 108,737 5,498 1.27% 1.27% 379 0 0.0% Q2 2026 Jul 13, 2026
Chicago Partners Investment Group LLC History No change 108,659 5,485 0.11% 0.11% 380 0 0.0% Q2 2026 Jul 29, 2026
Certified Advisory Corp History No change 108,241 5,473 0.44% 0.44% 381 0 0.0% Q2 2026 Jul 16, 2026
Sequoia Financial Advisors, LLC History No change 108,040 5,463 0.03% 0.03% 382 0 0.0% Q2 2026 Jul 17, 2026
HUB Investment Partners, LLC History No change 107,645 5,443 0.1% 0.1% 383 0 0.0% Q2 2026 Jul 31, 2026
Wealth Enhancement Trust Services, Inc. History Added to 107,960 5,437 0.58% 0.5% 384 +19,458 21.99% Q3 2026 Oct 07, 2026
Meridian Financial Partners LLC History No change 107,084 5,405 1.84% 1.84% 385 0 0.0% Q2 2026 Jul 24, 2026
Aspire Capital Advisors LLC History No change 106,501 5,385 1.05% 1.05% 386 0 0.0% Q2 2026 Aug 05, 2026
Parkside Investments, LLC History No change 105,584 5,339 0.59% 0.59% 387 0 0.0% Q2 2026 Jul 13, 2026
Counterweight Ventures, LLC History No change 105,201 5,320 2.65% 2.65% 388 0 0.0% Q2 2026 Jul 23, 2026
Newport Capital Group, LLC History No change 104,781 5,298 2.97% 2.97% 389 0 0.0% Q2 2026 Jul 21, 2026
Sun Financial Inc History No change 104,291 5,260 2.48% 2.48% 390 0 0.0% Q2 2026 Aug 11, 2026
Garden State Investment Advisory Services LLC History No change 103,711 5,244 0.95% 0.95% 391 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 103,383 5,228 0.69% 0.69% 392 0 0.0% Q2 2026 Aug 04, 2026
Clarity Asset Management, Inc. History No change 103,051 5,211 2.56% 2.56% 393 0 0.0% Q2 2026 Jul 16, 2026
Quantinno Capital Management LP History No change 102,696 5,193 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 102,281 5,154 0.31% 0.31% 395 0 0.0% Q2 2026 Jul 22, 2026
WMS Group LLC History No change 101,560 5,135 6.62% 6.62% 396 0 0.0% Q2 2026 Jul 23, 2026
Entelevest, LLC History No change 101,307 5,123 4.38% 4.38% 397 0 0.0% Q2 2026 Jul 22, 2026
MCF Advisors LLC History No change 101,248 5,120 0.18% 0.18% 398 0 0.0% Q2 2026 Aug 12, 2026
Perissos Private Wealth Management, LLC History No change 101,191 5,117 3.45% 3.45% 399 0 0.0% Q2 2026 Aug 13, 2026
Advocacy Wealth Management, LLC History No change 100,560 5,085 0.18% 0.18% 400 0 0.0% Q2 2026 Jul 29, 2026
CAPITAL MANAGEMENT CORP /VA History No change 99,980 5,056 0.76% 0.76% 401 0 0.0% Q2 2026 Jul 29, 2026
PINNACLE ASSOCIATES LTD History No change 99,921 5,052 0.06% 0.06% 402 0 0.0% Q2 2026 Aug 03, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 99,482 5,030 1.27% 1.27% 403 0 0.0% Q2 2026 Jul 23, 2026
CVS HEALTH Corp History No change 98,500 4,981 2.21% 2.21% 404 0 0.0% Q2 2026 Aug 06, 2026
MBA Advisors LLC History No change 98,442 4,978 1.68% 1.68% 405 0 0.0% Q2 2026 Jul 28, 2026
Windsor Capital Management, LLC History No change 98,179 4,964 1.29% 1.29% 406 0 0.0% Q2 2026 Jul 08, 2026
Main Street Financial Solutions, LLC History No change 98,105 4,961 0.32% 0.32% 407 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Advisors History No change 98,013 4,956 0.35% 0.35% 408 0 0.0% Q2 2026 Aug 11, 2026
Alpha Zero LLC History No change 97,059 4,899 1.86% 1.86% 409 0 0.0% Q2 2026 Jul 17, 2026
MONEY CONCEPTS CAPITAL CORP History No change 96,852 4,897 0.23% 0.23% 410 0 0.0% Q2 2026 Aug 04, 2026
Endowment Wealth Management, Inc. History No change 96,439 4,876 1.89% 1.89% 411 0 0.0% Q2 2026 Aug 05, 2026
Elevation Capital Advisory, LLC History No change 95,980 4,853 1.87% 1.87% 412 0 0.0% Q2 2026 Jul 27, 2026
MidFirst Bank History No change 92,801 4,692 0.33% 0.33% 413 0 0.0% Q2 2026 Aug 07, 2026
Chesley Taft & Associates LLC History No change 92,750 4,690 0.18% 0.18% 414 0 0.0% Q2 2026 Jul 08, 2026
NORDEN GROUP LLC History No change 92,705 4,688 0.38% 0.38% 415 0 0.0% Q2 2026 Jul 29, 2026
PROMETHIUM ADVISORS,LLC History No change 92,409 4,673 2.24% 2.24% 416 0 0.0% Q2 2026 Aug 05, 2026
North Forty Two & Co. History No change 91,881 4,646 3.95% 3.95% 417 0 0.0% Q2 2026 Jul 24, 2026
SlateStone Wealth, LLC History No change 91,320 4,618 0.35% 0.35% 418 0 0.0% Q2 2026 Jul 20, 2026
Cravens & Co Advisors, LLC History No change 90,769 4,590 3.08% 3.08% 419 0 0.0% Q2 2026 Aug 12, 2026
Saxony Capital Management, LLC History No change 90,237 4,563 2.09% 2.09% 420 0 0.0% Q2 2026 Jul 15, 2026
Strategic Wealth Advisors LLC History No change 89,892 4,547 3.89% 3.89% 421 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 89,569 4,529 0.05% 0.05% 422 0 0.0% Q2 2026 Aug 04, 2026
Hayek Kallen Investment Management History No change 89,474 4,525 1.37% 1.37% 423 0 0.0% Q2 2026 Aug 17, 2026
CENTRAL TRUST Co History No change 89,179 4,509 0.08% 0.08% 424 0 0.0% Q2 2026 Jul 31, 2026
Dean, Jacobson Financial Services, LLC History No change 88,571 4,479 2.46% 2.46% 425 0 0.0% Q2 2026 Jul 29, 2026
Faithward Advisors, LLC History No change 88,229 4,461 0.54% 0.54% 426 0 0.0% Q2 2026 Aug 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 87,983 4,449 0.61% 0.61% 427 0 0.0% Q2 2026 Jul 20, 2026
Brooklyn FI, LLC History No change 87,297 4,407 0.81% 0.81% 428 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 86,883 4,393 0.05% 0.05% 429 0 0.0% Q2 2026 Aug 12, 2026
Directional Asset Management History No change 85,394 4,318 3.65% 3.65% 430 0 0.0% Q2 2026 Jul 24, 2026
Vawter Financial, Ltd. History No change 85,244 4,310 1.62% 1.62% 431 0 0.0% Q2 2026 Jul 24, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 85,039 4,300 0.31% 0.31% 432 0 0.0% Q2 2026 Aug 07, 2026
Trademark Financial Management, LLC History No change 85,029 4,299 1.76% 1.76% 433 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 84,694 4,282 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
Stewardship Advisors, LLC History No change 84,278 4,261 0.89% 0.89% 435 0 0.0% Q2 2026 Jul 20, 2026
PENNEY FINANCIAL, LLC History No change 84,243 4,260 1.49% 1.49% 436 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 84,218 4,258 0.07% 0.07% 437 0 0.0% Q2 2026 Aug 06, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 83,719 4,233 1.99% 1.99% 438 0 0.0% Q2 2026 Jul 21, 2026
Madrid Wealth Management, LLC History No change 83,666 4,230 2.78% 2.78% 439 0 0.0% Q2 2026 Jul 31, 2026
Clear Creek Financial Management, LLC History No change 83,639 4,229 0.27% 0.27% 440 0 0.0% Q2 2026 Jul 27, 2026
Autumn Glory Partners, LLC History No change 83,182 4,206 1.19% 1.19% 441 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 82,927 4,193 0.03% 0.03% 442 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 82,406 4,167 0.04% 0.04% 443 0 0.0% Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 82,300 4,161 0.1% 0.1% 444 0 0.0% Q2 2026 Jul 14, 2026
Southeast Asset Advisors, LLC History No change 82,145 4,154 0.42% 0.42% 445 0 0.0% Q2 2026 Aug 14, 2026
Hershey Financial Advisers, LLC History No change 81,730 4,133 2.97% 2.97% 446 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 81,673 4,130 0.06% 0.06% 447 0 0.0% Q2 2026 Aug 10, 2026
Arrowroot Family Office, LLC History No change 80,939 4,093 1.17% 1.17% 448 0 0.0% Q2 2026 Aug 06, 2026
GatePass Capital, LLC History No change 80,942 4,093 1.55% 1.55% 449 0 0.0% Q2 2026 Jul 30, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 80,736 4,082 1.51% 1.51% 450 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 80,466 4,069 0.29% 0.29% 451 0 0.0% Q2 2026 Jul 23, 2026
Kingsview Wealth Management, LLC History No change 79,780 4,034 0.05% 0.05% 452 0 0.0% Q2 2026 Aug 18, 2026
Hixon Zuercher, LLC History No change 78,706 3,980 1.17% 1.17% 453 0 0.0% Q2 2026 Jul 20, 2026
Apeiron RIA LLC History Reduced 78,754 3,955 0.9% 1.04% 454 -1,799 -2.23% Q3 2026 Oct 08, 2026
McCarthy Asset Management, Inc. History No change 77,793 3,933 1.86% 1.86% 455 0 0.0% Q2 2026 Aug 10, 2026
Gallacher Capital Management LLC History No change 77,303 3,909 2.19% 2.19% 456 0 0.0% Q2 2026 Jul 16, 2026
Shah Wealth Advisors, LLC History No change 77,195 3,903 0.9% 0.9% 457 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 77,045 3,896 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 14, 2026
JGP Wealth Management, LLC History No change 76,069 3,846 0.35% 0.35% 459 0 0.0% Q2 2026 Jul 07, 2026
ADELL HARRIMAN & CARPENTER INC History No change 75,770 3,831 0.2% 0.2% 460 0 0.0% Q2 2026 Aug 04, 2026
Lee, Kelleher & Klein Wealth Management History Added to 75,948 3,825 1.97% 1.87% 461 +5,260 7.44% Q3 2026 Oct 08, 2026
ARQ WEALTH ADVISORS, LLC History No change 75,239 3,798 0.47% 0.47% 462 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 75,093 3,797 0.31% 0.31% 463 0 0.0% Q2 2026 Aug 06, 2026
Formidable Asset Management, LLC History No change 73,781 3,734 0.59% 0.59% 464 0 0.0% Q2 2026 Jul 17, 2026
Legacy Financial Advisors, Inc. History No change 73,703 3,727 0.45% 0.45% 465 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 73,552 3,719 0.05% 0.05% 466 0 0.0% Q2 2026 Jul 24, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 73,512 3,717 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
Peterson Wealth Advisors, LLC History Reduced 73,561 3,705 0.43% 5.18% 468 -793,321 -91.51% Q3 2026 Oct 08, 2026
Philip James Wealth Mangement, LLC History No change 72,558 3,669 0.41% 0.41% 469 0 0.0% Q2 2026 Jul 27, 2026
Northstar Financial Companies, Inc. History No change 72,039 3,643 2.45% 2.45% 470 0 0.0% Q2 2026 Aug 06, 2026
NOTTINGHAM ADVISORS, INC. History No change 71,704 3,620 0.43% 0.43% 471 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 71,424 3,611 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 07, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 71,392 3,610 0.84% 0.84% 473 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 71,311 3,606 0.05% 0.05% 474 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 70,928 3,586 0.2% 0.2% 475 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 70,667 3,573 0.19% 0.19% 476 0 0.0% Q2 2026 Aug 06, 2026
TFO Wealth Partners, LLC History No change 70,052 3,542 0.39% 0.39% 477 0 0.0% Q2 2026 Aug 10, 2026
Invariant Investment Management History Reduced 70,417 3,537 2.04% 2.29% 478 -7,175 -9.25% Q3 2026 Oct 08, 2026
Keystone Financial Services, LLC History No change 69,614 3,520 2.11% 2.11% 479 0 0.0% Q2 2026 Jul 24, 2026
Sargent Investment Group, LLC History No change 69,604 3,519 0.42% 0.42% 480 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 69,532 3,518 0.06% 0.06% 481 0 0.0% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History No change 69,571 3,518 0.11% 0.11% 482 0 0.0% Q2 2026 Jul 09, 2026
OPTIMA CAPITAL LLC History No change 69,461 3,512 1.39% 1.39% 483 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Capital Advisors, Inc History No change 69,366 3,507 1.32% 1.32% 484 0 0.0% Q2 2026 Jul 23, 2026
Paragon Advisors, LLC History No change 68,778 3,478 0.73% 0.73% 485 0 0.0% Q2 2026 Jul 29, 2026
Balboa Wealth Partners History No change 68,388 3,458 0.47% 0.47% 486 0 0.0% Q2 2026 Aug 10, 2026
OBSIDIAN CIO, LLC History No change 68,307 3,454 2.57% 2.57% 487 0 0.0% Q2 2026 Aug 03, 2026
Herold Advisors, Inc. History No change 67,880 3,439 0.68% 0.68% 488 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 67,675 3,422 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 13, 2026
Vienna Asset Management LLC History No change 67,669 3,422 2.39% 2.39% 490 0 0.0% Q2 2026 Aug 14, 2026
USAdvisors Wealth Management, LLC History No change 66,925 3,384 0.97% 0.97% 491 0 0.0% Q2 2026 Jul 29, 2026
Mullaney, Keating & Wright, Inc. History No change 66,934 3,384 1.64% 1.64% 492 0 0.0% Q2 2026 Jul 14, 2026
Oxbow Advisors, LLC History No change 66,808 3,378 0.27% 0.27% 493 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Advisors Inc. History No change 66,423 3,359 0.58% 0.58% 494 0 0.0% Q2 2026 Jul 16, 2026
Ellsworth Advisors, LLC History No change 66,497 3,356 0.55% 0.55% 495 0 0.0% Q2 2026 Jul 16, 2026
United Advisor Group, LLC History No change 66,338 3,354 0.35% 0.35% 496 0 0.0% Q2 2026 Jul 29, 2026
FLOYD FINANCIAL GROUP LLC History No change 66,250 3,343 2.18% 2.18% 497 0 0.0% Q2 2026 Jul 22, 2026
REGATTA CAPITAL GROUP, LLC History No change 65,445 3,309 0.44% 0.44% 498 0 0.0% Q2 2026 Aug 12, 2026
Rise Advisors, LLC History No change 65,357 3,305 0.93% 0.93% 499 0 0.0% Q2 2026 Jul 10, 2026
Compass Financial Group, Inc. History No change 65,041 3,289 1.39% 1.39% 500 0 0.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History No change 65,016 3,287 0.33% 0.33% 501 0 0.0% Q2 2026 Jul 21, 2026
Financial Engines Advisors L.L.C. History No change 64,871 3,280 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 64,219 3,247 0.17% 0.17% 503 0 0.0% Q2 2026 Jul 29, 2026
NWAM LLC History No change 64,171 3,245 0.16% 0.16% 504 0 0.0% Q2 2026 Jul 23, 2026
Mayfair Advisory Group, LLC History No change 64,105 3,236 0.98% 0.98% 505 0 0.0% Q2 2026 Aug 11, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 63,921 3,219 2.08% 2.57% 506 -13,015 -16.92% Q3 2026 Oct 07, 2026
GK Wealth Management LLC History Reduced 63,693 3,208 1.81% 2.33% 507 -24,189 -27.52% Q3 2026 Oct 09, 2026
OakTrust Wealth Advisors, LLC History No change 63,435 3,207 2.76% 2.76% 508 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON DAVIS & CO., INC. History No change 63,274 3,199 1.91% 1.91% 509 0 0.0% Q2 2026 Jul 29, 2026
Procyon Advisors, LLC History No change 63,098 3,190 0.14% 0.14% 510 0 0.0% Q2 2026 Jul 09, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 62,784 3,175 1.08% 1.08% 511 0 0.0% Q2 2026 Jul 21, 2026
Cedarwood Wealth LLC History No change 62,713 3,171 2.4% 2.4% 512 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 62,418 3,156 0.49% 0.49% 513 0 0.0% Q2 2026 Aug 06, 2026
Old Port Advisors History No change 61,467 3,108 0.61% 0.61% 514 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 61,371 3,103 0.19% 0.19% 515 0 0.0% Q2 2026 Aug 12, 2026
SAGE FINANCIAL GROUP INC History No change 61,003 3,084 0.17% 0.17% 516 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 61,016 3,074 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 27, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 60,690 3,069 2.41% 2.41% 518 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 60,430 3,055 0.18% 0.18% 519 0 0.0% Q2 2026 Aug 05, 2026
BOSTON FAMILY OFFICE LLC History No change 59,932 3,031 0.18% 0.18% 520 0 0.0% Q2 2026 Aug 12, 2026
Canvas Wealth Advisors, LLC History No change 59,533 3,010 0.42% 0.42% 521 0 0.0% Q2 2026 Jul 10, 2026
WEALTHGARDEN F.S. LLC History No change 59,404 3,004 1.7% 1.7% 522 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 59,256 2,996 0.08% 0.08% 523 0 0.0% Q2 2026 Aug 07, 2026
Eagle Bluffs Wealth Management LLC History No change 58,874 2,977 0.99% 0.99% 524 0 0.0% Q2 2026 Aug 06, 2026
Fermata Advisors, LLC History No change 58,787 2,972 0.6% 0.6% 525 0 0.0% Q2 2026 Jul 07, 2026
Key FInancial Inc History No change 58,569 2,961 0.48% 0.48% 526 0 0.0% Q2 2026 Jul 24, 2026
Tempus Wealth Planning, LLC History No change 58,433 2,954 0.58% 0.58% 527 0 0.0% Q2 2026 Jul 22, 2026
CreativeOne Wealth, LLC History No change 57,417 2,903 0.06% 0.06% 528 0 0.0% Q2 2026 Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 57,322 2,898 0.29% 0.29% 529 0 0.0% Q2 2026 Jul 13, 2026
Financial Futures Ltd Liability Co. History No change 56,984 2,881 1.1% 1.1% 530 0 0.0% Q2 2026 Jul 27, 2026
HOLDERNESS INVESTMENTS CO History No change 56,650 2,864 0.48% 0.48% 531 0 0.0% Q2 2026 Aug 12, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 56,637 2,864 0.54% 0.54% 532 0 0.0% Q2 2026 Jul 09, 2026
Keystone Financial Group History No change 56,208 2,842 0.17% 0.17% 533 0 0.0% Q2 2026 Jul 29, 2026
Sage Advisory Services, Ltd.Co. History No change 56,161 2,840 1.4% 1.4% 534 0 0.0% Q2 2026 Jul 22, 2026
MONECO ADVISORS, LLC History No change 56,096 2,836 0.17% 0.17% 535 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 56,066 2,835 0.09% 0.09% 536 0 0.0% Q2 2026 Aug 10, 2026
BancFirst Trust & Investment Management History No change 55,157 2,789 1.18% 1.18% 537 0 0.0% Q2 2026 Jul 23, 2026
RVW Wealth, LLC History Added to 54,634 2,751 0.18% 0.02% 538 +49,726 1013.16% Q3 2026 Oct 06, 2026
Flagship Capital Management Inc. History No change 54,302 2,746 1.73% 1.73% 539 0 0.0% Q2 2026 Jul 21, 2026
Bank of New Hampshire History Added to 53,958 2,717 0.59% 0.45% 540 +11,323 26.56% Q3 2026 Oct 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 53,701 2,715 0.08% 0.08% 541 0 0.0% Q2 2026 Aug 10, 2026
Jeter Robert S II History No change 53,264 2,687 2.57% 2.57% 542 0 0.0% Q2 2026 Jul 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 52,828 2,671 0.51% 0.51% 543 0 0.0% Q2 2026 Aug 07, 2026
Cordgrass Capital Advisors, LLC History No change 52,345 2,647 0.99% 0.99% 544 0 0.0% Q2 2026 Aug 06, 2026
SP Asset Management LLC History No change 52,038 2,631 0.21% 0.21% 545 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Management, LLC History No change 51,934 2,626 0.11% 0.11% 546 0 0.0% Q2 2026 Jul 22, 2026
Burnham & Co LLC History No change 51,400 2,599 2.1% 2.1% 547 0 0.0% Q2 2026 Aug 11, 2026
MSH Capital Advisors LLC History No change 51,318 2,595 0.45% 0.45% 548 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 51,153 2,586 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 12, 2026
Investment Planning Advisors, Inc. History No change 50,416 2,549 0.59% 0.59% 550 0 0.0% Q2 2026 Jul 23, 2026
Strategent Financial, LLC History No change 50,348 2,546 1.47% 1.47% 551 0 0.0% Q2 2026 Aug 03, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 7,752 2,537 0.61% 0.61% 552 0 0.0% Q2 2026 Aug 14, 2026
AUCTUS ADVISORS LLC History No change 49,605 2,508 2.11% 2.11% 553 0 0.0% Q2 2026 Aug 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 49,543 2,505 0.28% 0.28% 554 0 0.0% Q2 2026 Jul 29, 2026
Bolthouse Investments, LLC History No change 49,444 2,500 2.03% 2.03% 555 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 49,282 2,492 0.08% 0.08% 556 0 0.0% Q2 2026 Jul 27, 2026
SAGE RHINO CAPITAL LLC History No change 49,203 2,488 0.4% 0.4% 557 0 0.0% Q2 2026 Aug 03, 2026
Delos Wealth Advisors, LLC History No change 49,203 2,488 1.28% 1.28% 558 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 49,187 2,487 0.05% 0.05% 559 0 0.0% Q2 2026 Jul 09, 2026
Golden State Wealth Management, LLC History No change 49,123 2,484 0.23% 0.23% 560 0 0.0% Q2 2026 Jul 22, 2026
Sunburst Financial Group, LLC History Reduced 49,225 2,479 0.39% 0.4% 561 -70 -0.14% Q3 2026 Oct 08, 2026
PATTEN & PATTEN INC/TN History No change 49,001 2,477 0.13% 0.13% 562 0 0.0% Q2 2026 Aug 05, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 49,062 2,471 0.14% 0.15% 563 -2,867 -5.52% Q3 2026 Oct 09, 2026
Greenwich Wealth Management LLC History No change 48,750 2,465 0.09% 0.09% 564 0 0.0% Q2 2026 Aug 12, 2026
Auxano Advisors, LLC History No change 48,731 2,464 0.47% 0.47% 565 0 0.0% Q2 2026 Aug 07, 2026
YARGER WEALTH STRATEGIES, LLC History No change 48,067 2,424 0.87% 0.87% 566 0 0.0% Q2 2026 Jul 14, 2026
Westside Investment Management, Inc. History No change 47,920 2,423 0.32% 0.32% 567 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL TRUST CO History No change 47,901 2,422 0.08% 0.08% 568 0 0.0% Q2 2026 Jul 30, 2026
Curry Webb Wealth Management LLC History No change 47,897 2,422 1.0% 1.0% 569 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 47,811 2,418 0.06% 0.06% 570 0 0.0% Q2 2026 Jul 28, 2026
Klingman & Associates, LLC History No change 47,808 2,417 0.1% 0.1% 571 0 0.0% Q2 2026 Jul 29, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 46,743 2,363 0.27% 0.27% 572 0 0.0% Q2 2026 Aug 10, 2026
Transcendent Capital Group LLC History No change 45,675 2,309 0.9% 0.9% 573 0 0.0% Q2 2026 Aug 05, 2026
Perennial Investment Advisors, LLC History No change 45,407 2,296 0.15% 0.15% 574 0 0.0% Q2 2026 Aug 14, 2026
Ergawealth Advisors, Inc. History No change 45,408 2,296 0.89% 0.89% 575 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 44,338 2,242 0.43% 0.43% 576 0 0.0% Q2 2026 Jul 20, 2026
GENTRY PRIVATE WEALTH, LLC History No change 44,318 2,241 1.15% 1.15% 577 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 43,744 2,212 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 21, 2026
Revisor Wealth Management LLC History No change 43,722 2,210 0.53% 0.53% 579 0 0.0% Q2 2026 Jul 21, 2026
Grey Ledge Advisors, LLC History No change 43,670 2,208 0.44% 0.44% 580 0 0.0% Q2 2026 Jul 27, 2026
9823 Capital, L.P. History No change 43,574 2,203 1.49% 1.49% 581 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 43,457 2,193 0.11% 0.11% 582 0 0.0% Q2 2026 Jul 28, 2026
WEST MICHIGAN ADVISORS, LLC History No change 43,311 2,190 0.42% 0.42% 583 0 0.0% Q2 2026 Aug 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 43,473 2,189 0.14% 0.04% 584 +31,959 277.57% Q3 2026 Oct 08, 2026
Cherry Tree Wealth Management, LLC History No change 43,025 2,175 0.41% 0.41% 585 0 0.0% Q2 2026 Sep 15, 2026
COZAD ASSET MANAGEMENT INC History No change 42,846 2,166 0.14% 0.14% 586 0 0.0% Q2 2026 Aug 14, 2026
Flaharty Asset Management, LLC History No change 42,699 2,152 3.08% 3.08% 587 0 0.0% Q2 2026 Jul 08, 2026
Capstone Wealth Management, Inc. History No change 42,640 2,149 1.61% 1.61% 588 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 42,319 2,140 0.27% 0.27% 589 0 0.0% Q2 2026 Aug 11, 2026
Essex Bank History No change 42,211 2,134 0.46% 0.46% 590 0 0.0% Q2 2026 Jul 23, 2026
Advisors Capital Management, LLC History No change 42,123 2,130 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 11, 2026
FIRST FOUNDATION ADVISORS History No change 42,054 2,126 0.08% 0.08% 592 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 41,827 2,115 0.17% 0.17% 593 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 41,809 2,114 0.06% 0.06% 594 0 0.0% Q2 2026 Jul 22, 2026
Red Mountain Financial, LLC History No change 41,625 2,104 1.77% 1.77% 595 0 0.0% Q2 2026 Jul 21, 2026
Sterling Investment Advisors, Ltd. History No change 41,597 2,103 0.35% 0.35% 596 0 0.0% Q2 2026 Jul 28, 2026
Sovereign Financial Group, Inc. History No change 41,502 2,098 0.32% 0.32% 597 0 0.0% Q2 2026 Jul 24, 2026
NewSquare Capital LLC History No change 41,122 2,079 0.15% 0.15% 598 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 40,880 2,067 0.14% 0.14% 599 0 0.0% Q2 2026 Jul 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 40,764 2,061 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 40,556 2,050 0.1% 0.1% 601 0 0.0% Q2 2026 Aug 04, 2026
CFO4Life Group, LLC History No change 40,365 2,041 0.27% 0.27% 602 0 0.0% Q2 2026 Aug 12, 2026
John W. Brooker & Co., CPAs History No change 40,320 2,038 2.46% 2.46% 603 0 0.0% Q2 2026 Jul 20, 2026
FCA CORP /TX History No change 40,117 2,028 0.5% 0.5% 604 0 0.0% Q2 2026 Aug 11, 2026
StoneCrest Wealth Management, Inc. History No change 39,618 2,003 0.64% 0.64% 605 0 0.0% Q2 2026 Jul 09, 2026
INSIGHT 2811, INC. History No change 39,397 1,992 0.77% 0.77% 606 0 0.0% Q2 2026 Aug 11, 2026
Aries Wealth Management History No change 39,115 1,978 0.39% 0.39% 607 0 0.0% Q2 2026 Jul 24, 2026
First Heartland Consultants, Inc. History Added to 39,138 1,971 0.13% 0.12% 608 +2,946 8.14% Q3 2026 Oct 08, 2026
Ausdal Financial Partners, Inc. History No change 38,994 1,971 0.08% 0.08% 609 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 38,838 1,964 0.04% 0.04% 610 0 0.0% Q2 2026 Aug 12, 2026
Martin Investment Management, LLC History No change 38,747 1,959 0.65% 0.65% 611 0 0.0% Q2 2026 Jul 17, 2026
Benchmark Financial, LLC History No change 38,724 1,958 1.6% 1.6% 612 0 0.0% Q2 2026 Jul 21, 2026
Nikulski Financial, Inc. History No change 38,488 1,946 0.42% 0.42% 613 0 0.0% Q2 2026 Jul 28, 2026
Verum Partners LLC History No change 38,444 1,944 0.29% 0.29% 614 0 0.0% Q2 2026 Jul 22, 2026
ASHTON THOMAS SECURITIES, LLC History No change 37,873 1,915 0.28% 0.28% 615 0 0.0% Q2 2026 Jul 27, 2026
Wealthspire Advisors, LLC History No change 37,628 1,902 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 37,554 1,891 1.28% 1.29% 617 +743 2.02% Q3 2026 Oct 09, 2026
Castleview Partners, LLC History Reduced 37,451 1,886 0.83% 0.98% 619 -6,735 -15.24% Q3 2026 Oct 09, 2026
Fragasso Financial Advisors Inc History No change 37,298 1,886 0.1% 0.1% 618 0 0.0% Q2 2026 Jul 09, 2026
Pasadena Private Wealth, LLC History No change 36,806 1,861 0.24% 0.24% 620 0 0.0% Q2 2026 Aug 10, 2026
Authentikos Wealth Advisory, LLC History No change 36,807 1,861 1.19% 1.19% 621 0 0.0% Q2 2026 Aug 14, 2026
BRADY FAMILY WEALTH, LLC History No change 36,335 1,837 0.53% 0.53% 622 0 0.0% Q2 2026 Jul 13, 2026
Carter Financial Group, INC. History No change 36,222 1,831 0.95% 0.95% 623 0 0.0% Q2 2026 Jul 30, 2026
BENJAMIN EDWARDS INC History No change 35,660 1,803 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 24, 2026
Maple Capital Management, Inc. History No change 35,614 1,801 0.11% 0.11% 625 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 35,633 1,801 0.06% 0.06% 626 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 35,565 1,798 0.44% 0.44% 627 0 0.0% Q2 2026 Jul 24, 2026
Richard P Slaughter Associates Inc History No change 35,451 1,792 0.35% 0.35% 628 0 0.0% Q2 2026 Jul 13, 2026
Summit Place Financial Advisors, LLC History No change 35,432 1,791 0.78% 0.78% 629 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Management, LLC History No change 35,085 1,774 0.09% 0.09% 630 0 0.0% Q2 2026 Jul 09, 2026
Freedom Financial Partners LLC History No change 35,003 1,770 0.58% 0.58% 631 0 0.0% Q2 2026 Aug 06, 2026
Vista Cima Wealth Management LLC History No change 34,917 1,765 1.31% 1.31% 632 0 0.0% Q2 2026 Aug 07, 2026
JM2 Capital Inc. History No change 34,790 1,759 1.21% 1.21% 633 0 0.0% Q2 2026 Jul 21, 2026
Shore Point Advisors, LLC History No change 34,713 1,755 0.6% 0.6% 634 0 0.0% Q2 2026 Jul 14, 2026
Asset Allocation Strategies LLC History No change 34,517 1,745 0.27% 0.27% 635 0 0.0% Q2 2026 Aug 17, 2026
OneAscent Wealth Management LLC History No change 34,243 1,731 0.52% 0.52% 636 0 0.0% Q2 2026 Aug 11, 2026
Aspen Wealth Strategies, LLC History No change 34,086 1,723 0.83% 0.83% 637 0 0.0% Q2 2026 Aug 07, 2026
Blueprint Investment Partners LLC History No change 33,883 1,713 0.14% 0.14% 638 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 33,883 1,713 0.19% 0.19% 639 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 33,674 1,702 0.03% 0.03% 640 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 33,551 1,696 0.35% 0.35% 641 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 32,939 1,665 0.34% 0.34% 642 0 0.0% Q2 2026 Jul 17, 2026
G&S Capital LLC History No change 32,699 1,653 0.48% 0.48% 643 0 0.0% Q2 2026 Jul 10, 2026
Asio Capital, LLC History No change 32,500 1,643 0.21% 0.21% 644 0 0.0% Q2 2026 Jul 17, 2026
GUIDANCE CAPITAL, INC History No change 32,327 1,631 0.35% 0.35% 645 0 0.0% Q2 2026 Jul 20, 2026
Acorn Wealth Advisors, LLC History No change 32,247 1,630 0.4% 0.4% 646 0 0.0% Q2 2026 Jul 30, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 31,504 1,593 0.11% 0.11% 647 0 0.0% Q2 2026 Jul 20, 2026
Royal Harbor Partners, LLC History No change 31,245 1,580 0.49% 0.49% 648 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 31,035 1,570 0.06% 0.06% 649 0 0.0% Q2 2026 Aug 12, 2026
Laraway Financial Advisors Inc History No change 30,865 1,560 0.95% 0.95% 650 0 0.0% Q2 2026 Aug 03, 2026
Compound Planning, Inc. History No change 30,855 1,560 0.04% 0.04% 651 0 0.0% Q2 2026 Aug 04, 2026
CAP Partners, LLC History No change 30,738 1,554 0.76% 0.76% 652 0 0.0% Q2 2026 Jul 30, 2026
Crossmark Global Holdings, Inc. History No change 30,624 1,548 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 16, 2026
Belpointe Asset Management LLC History No change 30,366 1,535 0.05% 0.05% 654 0 0.0% Q2 2026 Jul 31, 2026
Eagle Strategies LLC History No change 30,164 1,525 0.15% 0.15% 655 0 0.0% Q2 2026 Jul 21, 2026
ProVise Management Group, LLC History No change 29,853 1,509 0.1% 0.1% 656 0 0.0% Q2 2026 Aug 03, 2026
TPG Financial Advisors, LLC History No change 29,831 1,508 0.45% 0.45% 657 0 0.0% Q2 2026 Aug 10, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 29,810 1,507 0.6% 0.6% 658 0 0.0% Q2 2026 Jul 27, 2026
PCG ASSET MANAGEMENT, LLC History No change 29,785 1,506 1.08% 1.08% 659 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 29,515 1,492 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 29,451 1,489 0.06% 0.06% 661 0 0.0% Q2 2026 Jul 27, 2026
Clear Point Advisors Inc. History No change 29,392 1,486 1.32% 1.32% 662 0 0.0% Q2 2026 Jul 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 29,346 1,484 0.07% 0.07% 663 0 0.0% Q2 2026 Jul 24, 2026
Alessandra Capital Management, LLC History No change 29,282 1,480 1.05% 1.05% 664 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History Reduced 29,225 1,472 0.04% 0.05% 665 -1,084 -3.58% Q3 2026 Oct 08, 2026
BLB&B Advisors, LLC History No change 29,056 1,469 0.05% 0.05% 666 0 0.0% Q2 2026 Aug 05, 2026
IRON Financial LLC History No change 28,158 1,423 0.59% 0.59% 667 0 0.0% Q2 2026 Jul 22, 2026
Total Clarity Wealth Management, Inc. History No change 27,756 1,403 0.27% 0.27% 668 0 0.0% Q2 2026 Jul 23, 2026
CAHILL FINANCIAL ADVISORS INC History No change 27,603 1,395 0.13% 0.13% 669 0 0.0% Q2 2026 Aug 11, 2026
Trek Financial, LLC History No change 27,354 1,383 0.07% 0.07% 670 0 0.0% Q2 2026 Aug 13, 2026
COFG Advisors, LLC History No change 27,352 1,383 0.24% 0.24% 671 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 26,963 1,363 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 05, 2026
Cypress Capital Group History No change 26,950 1,362 0.13% 0.13% 673 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 26,933 1,362 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 26,812 1,356 0.01% 0.01% 675 0 0.0% Q2 2026 Jul 20, 2026
Sloy Dahl & Holst, LLC History No change 26,815 1,356 0.17% 0.17% 676 0 0.0% Q2 2026 Aug 13, 2026
Essex LLC History No change 26,791 1,354 0.21% 0.21% 677 0 0.0% Q2 2026 Jul 24, 2026
CONDOR CAPITAL MANAGEMENT History No change 26,763 1,353 0.1% 0.1% 678 0 0.0% Q2 2026 Aug 12, 2026
Copper Harbor Investment Advisors, LLC History No change 26,573 1,343 0.28% 0.28% 679 0 0.0% Q2 2026 Jul 23, 2026
Family Manage LLC History No change 26,475 1,338 0.14% 0.14% 680 0 0.0% Q2 2026 Aug 14, 2026
Principle Wealth Partners LLC History No change 26,477 1,338 0.07% 0.07% 681 0 0.0% Q2 2026 Aug 07, 2026
Arcus Capital Partners, LLC History No change 26,429 1,336 0.55% 0.55% 682 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Advisors, LLC History No change 26,347 1,332 0.24% 0.24% 683 0 0.0% Q2 2026 Jul 24, 2026
McBroom & Associates, LLC History No change 25,819 1,305 0.66% 0.66% 684 0 0.0% Q2 2026 Jul 29, 2026
Detalus Advisors, LLC History No change 25,800 1,304 0.25% 0.25% 685 0 0.0% Q2 2026 Jul 27, 2026
Mascagni Wealth Management, Inc. History No change 25,794 1,304 0.81% 0.81% 686 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 25,785 1,303 0.03% 0.03% 687 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 25,763 1,302 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 25,721 1,300 0.05% 0.05% 689 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 25,631 1,296 0.39% 0.39% 690 0 0.0% Q2 2026 Aug 12, 2026
WealthTrak Capital Management LLC History No change 25,290 1,278 0.84% 0.84% 691 0 0.0% Q2 2026 Aug 04, 2026
Schwallier Wealth Management LLC History No change 25,171 1,272 0.8% 0.8% 692 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 25,036 1,266 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 24,962 1,262 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 22, 2026
FourThought Financial Partners, LLC History No change 24,926 1,260 0.1% 0.1% 695 0 0.0% Q2 2026 Aug 12, 2026
Blue Chip Partners, LLC History No change 24,915 1,259 0.08% 0.08% 696 0 0.0% Q2 2026 Aug 14, 2026
National Wealth Management Group, LLC History No change 24,785 1,253 0.39% 0.39% 697 0 0.0% Q2 2026 Jul 14, 2026
Venture Visionary Partners LLC History No change 24,794 1,248 0.03% 0.03% 698 0 0.0% Q3 2026 Oct 07, 2026
Entruity Wealth, LLC History No change 24,654 1,246 0.81% 0.81% 699 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 24,600 1,244 0.06% 0.06% 700 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 24,019 1,214 0.15% 0.15% 701 0 0.0% Q2 2026 Jul 14, 2026
TriaGen Wealth Management LLC History No change 24,003 1,213 0.3% 0.3% 702 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 16,755 1,206 0.38% 0.38% 703 0 0.0% Q2 2026 Aug 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 23,870 1,202 0.24% 0.2% 704 +5,552 30.31% Q3 2026 Oct 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 23,524 1,189 0.06% 0.06% 705 0 0.0% Q2 2026 Jul 31, 2026
PDS Planning, Inc History No change 23,237 1,175 0.07% 0.07% 706 0 0.0% Q2 2026 Aug 05, 2026
Birch Capital Management, LLC History No change 23,249 1,175 0.57% 0.57% 707 0 0.0% Q2 2026 Jul 27, 2026
Beta Wealth Group, Inc. History No change 22,855 1,155 0.43% 0.43% 708 0 0.0% Q2 2026 Jul 24, 2026
Realta Investment Advisors History No change 22,442 1,134 0.35% 0.35% 709 0 0.0% Q2 2026 Jul 20, 2026
Alteri Wealth LLC History No change 21,988 1,111 0.31% 0.31% 710 0 0.0% Q2 2026 Jul 29, 2026
Nordwand Advisors, LLC History No change 21,645 1,094 0.17% 0.17% 711 0 0.0% Q2 2026 Aug 07, 2026
Essential Investment Partners LLC History No change 21,477 1,086 0.87% 0.87% 712 0 0.0% Q2 2026 Jul 15, 2026
OneAscent Financial Services LLC History No change 21,450 1,084 0.05% 0.05% 713 0 0.0% Q2 2026 Aug 11, 2026
RM Financial Services, LLC History No change 21,428 1,083 0.8% 0.8% 714 0 0.0% Q2 2026 Aug 04, 2026
Roble, Belko & Company, Inc History No change 21,396 1,082 0.12% 0.12% 715 0 0.0% Q2 2026 Jul 24, 2026
Daner Wealth Management, LLC History No change 21,419 1,081 0.59% 0.59% 716 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History Added to 21,386 1,077 0.17% 0.05% 717 +14,958 232.7% Q3 2026 Oct 09, 2026
SBI Securities Co., Ltd. History No change 21,292 1,076 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 22, 2026
Wall Street Financial Group, Inc. History No change 21,295 1,076 0.58% 0.58% 719 0 0.0% Q2 2026 Jul 13, 2026
Portside Wealth Group, LLC History No change 21,181 1,071 0.12% 0.12% 720 0 0.0% Q2 2026 Jul 14, 2026
Savvy Advisors, Inc. History No change 20,859 1,054 0.02% 0.02% 721 0 0.0% Q2 2026 Aug 03, 2026
Generation Capital Management LLC History No change 20,850 1,054 0.65% 0.65% 722 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 20,796 1,051 0.06% 0.06% 723 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 20,700 1,046 0.27% 0.27% 724 0 0.0% Q2 2026 Jul 24, 2026
Tarbox Family Office, Inc. History No change 20,681 1,045 0.15% 0.15% 725 0 0.0% Q2 2026 Aug 03, 2026
LifeWealth Investments, LLC History No change 20,306 1,026 0.27% 0.27% 726 0 0.0% Q2 2026 Jul 16, 2026
Petix & Botte Co History No change 20,234 1,023 0.21% 0.21% 727 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 20,133 1,018 0.02% 0.02% 728 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 20,094 1,016 0.05% 0.05% 729 0 0.0% Q2 2026 Jul 23, 2026
SteelPeak Wealth, LLC History No change 20,051 1,013 0.03% 0.03% 730 0 0.0% Q2 2026 Jul 13, 2026
Park Place Capital Corp History No change 19,999 1,011 0.16% 0.16% 731 0 0.0% Q2 2026 Aug 13, 2026
Intesa Sanpaolo Wealth Management History No change 19,950 1,008 0.2% 0.2% 732 0 0.0% Q2 2026 Jul 23, 2026
WELLINGTON-ALTUS USA INC. History No change 19,900 1,007 0.72% 0.72% 733 0 0.0% Q2 2026 Sep 17, 2026
Everstar Asset Management, LLC History No change 19,706 996 0.48% 0.48% 734 0 0.0% Q2 2026 Aug 03, 2026
Rollins Financial Advisors, LLC History No change 19,343 978 0.13% 0.13% 735 0 0.0% Q2 2026 Aug 04, 2026
CGN Advisors LLC History No change 19,314 976 0.07% 0.07% 736 0 0.0% Q2 2026 Jul 06, 2026
L & S Advisors Inc History No change 19,207 971 0.1% 0.1% 737 0 0.0% Q2 2026 Aug 12, 2026
Retireful, LLC History Added to 19,263 970 0.84% 0.47% 738 +9,277 92.9% Q3 2026 Oct 08, 2026
Midwest Financial Network, LLC History No change 19,191 970 0.66% 0.66% 739 0 0.0% Q2 2026 Jul 07, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 19,170 969 0.62% 0.62% 740 0 0.0% Q2 2026 Aug 13, 2026
Narus Financial Partners, LLC History No change 19,089 965 0.25% 0.25% 741 0 0.0% Q2 2026 Jul 31, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 19,064 964 0.37% 0.37% 742 0 0.0% Q2 2026 Jul 20, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 18,970 959 0.3% 0.3% 743 0 0.0% Q2 2026 Jul 16, 2026
Allen Capital Group, LLC History No change 18,662 943 0.08% 0.08% 744 0 0.0% Q2 2026 Jul 27, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 18,638 942 0.12% 0.12% 745 0 0.0% Q2 2026 Jul 31, 2026
Second Line Capital, LLC History No change 18,626 941 0.18% 0.18% 746 0 0.0% Q2 2026 Sep 02, 2026
LITTLE HOUSE CAPITAL LLC History No change 18,593 940 0.21% 0.21% 747 0 0.0% Q2 2026 Aug 07, 2026
Mendota Financial Group, LLC History Added to 18,619 937 0.58% 0.58% 748 +188 1.02% Q3 2026 Oct 07, 2026
Nelson Capital Management, LLC History No change 18,451 933 0.1% 0.1% 749 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 18,468 933 0.09% 0.09% 750 0 0.0% Q2 2026 Aug 13, 2026
Agate Pass Investment Management, LLC History No change 18,262 923 0.34% 0.34% 751 0 0.0% Q2 2026 Jul 08, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 18,213 921 0.37% 0.37% 752 0 0.0% Q2 2026 Jul 24, 2026
J. M. Brown & Associates Inc. History No change 18,091 914 0.52% 0.52% 753 0 0.0% Q2 2026 Jul 23, 2026
Tortuga Wealth Management, Inc History No change 18,047 912 0.69% 0.69% 754 0 0.0% Q2 2026 Jul 30, 2026
Family Capital Trust Co History No change 17,937 906 0.29% 0.29% 755 0 0.0% Q2 2026 Jul 30, 2026
NVWM, LLC History No change 17,912 905 0.18% 0.18% 756 0 0.0% Q2 2026 Jul 28, 2026
Decker Wealth Management LLC History Added to 17,888 901 0.18% 0.19% 757 +478 2.75% Q3 2026 Oct 09, 2026
Signature Equity Partners, LLC History No change 17,562 888 0.41% 0.41% 758 0 0.0% Q2 2026 Jul 30, 2026
CHANNEL WEALTH LLC History No change 17,422 881 0.2% 0.2% 759 0 0.0% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 17,434 881 0.03% 0.03% 760 0 0.0% Q2 2026 Aug 12, 2026
Sunpointe, LLC History No change 17,428 881 0.25% 0.25% 761 0 0.0% Q2 2026 Jul 24, 2026
FOSTER & MOTLEY INC History No change 17,408 880 0.04% 0.04% 762 0 0.0% Q2 2026 Aug 07, 2026
Key Client Fiduciary Advisors, LLC History No change 17,421 880 0.25% 0.25% 763 0 0.0% Q2 2026 Jul 09, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 17,374 878 0.04% 0.04% 764 0 0.0% Q2 2026 Aug 11, 2026
Mosley Wealth Management History No change 17,339 876 0.28% 0.28% 765 0 0.0% Q2 2026 Jul 23, 2026
Castle Rock Wealth Management, LLC History Reduced 17,430 875 0.16% 0.21% 766 -3,629 -17.23% Q3 2026 Oct 09, 2026
Caerus Investment Advisors, LLC History No change 17,269 873 0.29% 0.29% 767 0 0.0% Q2 2026 Aug 14, 2026
Cannon Wealth Management Services, LLC History No change 17,281 873 0.48% 0.48% 768 0 0.0% Q2 2026 Aug 11, 2026
Adelphi Trust Co History Added to 17,119 862 0.57% 0.5% 769 +2,239 15.05% Q3 2026 Oct 05, 2026
Sanchez Gaunt Capital Management, LLC History No change 17,035 861 0.48% 0.48% 770 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 16,664 842 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 12, 2026
Core Wealth Advisors, Inc. History No change 16,268 822 0.17% 0.17% 772 0 0.0% Q2 2026 Aug 11, 2026
Whipplewood Advisors, LLC History No change 16,258 822 0.55% 0.55% 773 0 0.0% Q2 2026 Jul 27, 2026
REICON WEALTH ADVISORS, LLC History No change 16,119 815 0.5% 0.5% 774 0 0.0% Q2 2026 Jul 29, 2026
New Insight Wealth Advisors History No change 16,102 814 0.24% 0.24% 775 0 0.0% Q2 2026 Jul 27, 2026
Investment Partners Asset Management, Inc. History Reduced 16,146 813 0.44% 0.47% 776 -514 -3.09% Q3 2026 Oct 08, 2026
JNBA Financial Advisors History No change 16,063 812 0.06% 0.06% 777 0 0.0% Q2 2026 Jul 23, 2026
TRUE Private Wealth Advisors History No change 16,003 809 0.07% 0.07% 778 0 0.0% Q2 2026 Jul 23, 2026
FORBES J M & CO LLP History No change 15,987 808 0.06% 0.06% 779 0 0.0% Q2 2026 Jul 20, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 15,983 808 0.1% 0.1% 780 0 0.0% Q2 2026 Jul 09, 2026
Curi Capital, LLC History No change 15,891 803 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 15,831 800 0.15% 0.15% 782 0 0.0% Q2 2026 Aug 05, 2026
BANK OF HAWAII History No change 15,788 798 0.04% 0.04% 783 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 15,775 797 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 12, 2026
LVZ, Inc. History No change 15,548 786 0.08% 0.08% 785 0 0.0% Q2 2026 Jul 09, 2026
Lifestyle Asset Management, Inc. History No change 15,558 786 0.21% 0.21% 786 0 0.0% Q2 2026 Jul 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 15,542 785 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 14, 2026
Affiance Financial, LLC History No change 15,516 784 0.11% 0.11% 788 0 0.0% Q2 2026 Jul 09, 2026
Nepsis Inc. History No change 15,480 782 0.27% 0.27% 789 0 0.0% Q2 2026 Jul 14, 2026
Advisor Resource Council History No change 15,450 779 0.22% 0.22% 790 0 0.0% Q2 2026 Jul 28, 2026
ROMAN BUTLER FULLERTON & CO History No change 15,408 777 0.19% 0.19% 791 0 0.0% Q2 2026 Aug 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 15,229 770 0.07% 0.07% 792 0 0.0% Q2 2026 Jul 22, 2026
Regal Investment Advisors LLC History No change 15,090 763 0.04% 0.04% 793 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 15,046 760 0.02% 0.02% 794 0 0.0% Q2 2026 Aug 07, 2026
Commerce Advisors, LLC History No change 14,976 757 0.41% 0.41% 795 0 0.0% Q2 2026 Aug 04, 2026
Beaumont Financial Advisors, LLC History No change 14,952 756 0.05% 0.05% 796 0 0.0% Q2 2026 Aug 04, 2026
Wealth Alliance Advisory Group, LLC History No change 14,830 749 0.11% 0.11% 797 0 0.0% Q2 2026 Jul 23, 2026
Aspen Grove Capital, LLC History No change 14,721 744 0.11% 0.11% 798 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 14,718 741 0.2% 0.18% 799 +1,428 10.74% Q3 2026 Oct 02, 2026
Wilkerson Advisory Group LLC History No change 14,547 735 0.23% 0.23% 800 0 0.0% Q2 2026 Jul 21, 2026
GeoWealth Management, LLC History No change 14,478 732 0.02% 0.02% 801 0 0.0% Q2 2026 Jul 30, 2026
Latitude Advisors, LLC History No change 14,308 723 0.29% 0.29% 802 0 0.0% Q2 2026 Jul 27, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 14,143 715 0.5% 0.5% 803 0 0.0% Q2 2026 Jul 23, 2026
CATALYST PRIVATE WEALTH, LLC History No change 14,087 712 0.34% 0.34% 804 0 0.0% Q2 2026 Jul 21, 2026
Skyline Advisors, Inc. History No change 14,085 712 0.22% 0.22% 805 0 0.0% Q2 2026 Jul 20, 2026
Lunt Capital Management, Inc. History No change 14,004 708 0.26% 0.26% 806 0 0.0% Q2 2026 Jul 30, 2026
Bleakley Financial Group, LLC History No change 13,937 704 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 05, 2026
SeaCrest Wealth Management, LLC History No change 13,793 697 0.08% 0.08% 808 0 0.0% Q2 2026 Jul 09, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 13,673 691 0.23% 0.23% 809 0 0.0% Q2 2026 Jul 16, 2026
Waldron Private Wealth LLC History No change 13,624 688 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 20, 2026
Integrated Advisors Network LLC History No change 13,446 679 0.03% 0.03% 811 0 0.0% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History No change 13,308 673 0.1% 0.1% 812 0 0.0% Q2 2026 Jul 16, 2026
Lineweaver Wealth Advisors, LLC History No change 13,302 672 0.08% 0.08% 813 0 0.0% Q2 2026 Jul 09, 2026
Sowa Financial Group, Inc. History No change 13,208 668 0.31% 0.31% 814 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 13,200 667 0.04% 0.04% 815 0 0.0% Q2 2026 Aug 10, 2026
HORAN Wealth, LLC History No change 13,192 667 0.08% 0.08% 816 0 0.0% Q2 2026 Aug 26, 2026
Robertson Stephens Wealth Management, LLC History No change 13,186 666 0.02% 0.02% 817 0 0.0% Q2 2026 Jul 29, 2026
RASP WEALTH SOLUTIONS, LLC History No change 12,972 656 0.22% 0.22% 818 0 0.0% Q2 2026 Aug 11, 2026
Brio Consultants, LLC History No change 12,903 652 0.08% 0.08% 819 0 0.0% Q2 2026 Aug 12, 2026
Safeguard Investment Advisory Group, LLC History No change 12,827 648 0.15% 0.15% 820 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Advisors, LLC /UT History No change 12,566 635 0.12% 0.12% 821 0 0.0% Q2 2026 Jul 23, 2026
PFG Advisors History No change 12,554 634 0.03% 0.03% 822 0 0.0% Q2 2026 Jul 16, 2026
Discipline Wealth Solutions, LLC History No change 12,485 631 0.06% 0.06% 823 0 0.0% Q2 2026 Jul 21, 2026
Harpswell Capital Advisors, LLC History No change 12,399 624 0.41% 0.4% 824 0 0.0% Q3 2026 Oct 09, 2026
Clear Trail Advisors, LLC History No change 12,354 624 0.1% 0.1% 825 0 0.0% Q2 2026 Jul 21, 2026
Bluespring Wealth Management, LLC History No change 12,334 623 0.01% 0.01% 826 0 0.0% Q2 2026 Aug 11, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 12,297 621 0.24% 0.24% 827 0 0.0% Q2 2026 Jul 30, 2026
FIRST HAWAIIAN BANK History No change 12,266 620 0.08% 0.08% 828 0 0.0% Q2 2026 Jul 13, 2026
Ridge Creek Global, Inc History No change 12,057 609 0.47% 0.47% 829 0 0.0% Q2 2026 Aug 11, 2026
GEM Asset Management, LLC History No change 12,019 607 0.24% 0.24% 830 0 0.0% Q2 2026 Jul 21, 2026
TBH Global Asset Management, LLC History No change 11,997 606 0.11% 0.11% 831 0 0.0% Q2 2026 Aug 05, 2026
AGH Wealth Advisors, LLC History No change 12,000 606 0.38% 0.38% 832 0 0.0% Q2 2026 Jul 22, 2026
J HAGAN CAPITAL, INC. History No change 11,968 605 0.28% 0.28% 833 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 11,977 605 0.09% 0.09% 834 0 0.0% Q2 2026 Aug 07, 2026
Argent Trust Co History No change 11,818 597 0.02% 0.02% 835 0 0.0% Q2 2026 Aug 06, 2026
RMR Wealth Builders History No change 11,786 596 0.04% 0.04% 836 0 0.0% Q2 2026 Jul 24, 2026
Ridgeline Wealth, LLC History No change 11,775 595 0.35% 0.35% 837 0 0.0% Q2 2026 Jul 06, 2026
Lifeworks Advisors, LLC History No change 11,744 593 0.06% 0.06% 838 0 0.0% Q2 2026 Aug 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 11,573 585 0.09% 0.09% 839 0 0.0% Q2 2026 Jul 24, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 11,477 580 0.05% 0.05% 840 0 0.0% Q2 2026 Jul 27, 2026
Montecito Bank & Trust History Added to 11,513 579 0.09% 0.05% 841 +4,520 64.64% Q3 2026 Oct 01, 2026
McCartney Wealth Management LLC History No change 11,457 579 0.44% 0.44% 842 0 0.0% Q2 2026 Aug 03, 2026
Nicholson Meyer Capital Management, Inc. History No change 11,337 573 0.38% 0.38% 843 0 0.0% Q2 2026 Jul 21, 2026
SHP Wealth Management History No change 11,328 572 0.04% 0.04% 844 0 0.0% Q2 2026 Aug 11, 2026
Prossimo Advisors, LLC History No change 11,248 568 3.28% 3.28% 845 0 0.0% Q2 2026 Jul 27, 2026
GAMCO INVESTORS, INC. ET AL History No change 11,181 565 0.01% 0.01% 846 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 11,183 565 0.03% 0.03% 847 0 0.0% Q2 2026 Aug 07, 2026
E6 Portfolios, LLC History No change 11,149 563 0.45% 0.45% 848 0 0.0% Q2 2026 Aug 10, 2026
Pinion Investment Advisors, LLC History No change 11,096 561 0.11% 0.11% 849 0 0.0% Q2 2026 Aug 06, 2026
CHAPIN DAVIS, INC. History No change 11,095 558 0.11% 0.1% 850 0 0.0% Q3 2026 Oct 08, 2026
Emerald Advisors, LLC History No change 11,046 558 0.07% 0.07% 851 0 0.0% Q2 2026 Jul 20, 2026
Security Financial Services, INC. History No change 11,038 558 0.08% 0.08% 852 0 0.0% Q2 2026 Jul 15, 2026
Lee Financial Co History No change 10,980 555 0.07% 0.07% 853 0 0.0% Q2 2026 Jul 22, 2026
B & T Capital Management DBA Alpha Capital Management History No change 10,900 551 0.07% 0.07% 854 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 10,843 548 0.02% 0.02% 855 0 0.0% Q2 2026 Aug 11, 2026
Strategies Wealth Advisors, LLC History No change 10,781 545 0.05% 0.05% 856 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 10,780 545 0.05% 0.05% 857 0 0.0% Q2 2026 Aug 10, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 10,770 544 0.37% 0.37% 858 0 0.0% Q2 2026 Aug 07, 2026
Rose Capital Advisors LLC History No change 10,742 543 0.27% 0.27% 859 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 10,726 542 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 06, 2026
Carter Financial, LLC History No change 10,602 536 0.4% 0.4% 861 0 0.0% Q2 2026 Aug 13, 2026
M Holdings Securities, Inc. History No change 10,577 535 0.07% 0.07% 862 0 0.0% Q2 2026 Aug 11, 2026
Legacy Capital Wealth Partners, LLC History No change 10,550 533 0.1% 0.1% 863 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 10,478 529 0.1% 0.1% 864 0 0.0% Q2 2026 Aug 04, 2026
Hopwood Nicholas Hunter History No change 10,447 528 0.14% 0.14% 865 0 0.0% Q2 2026 Aug 14, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 10,415 526 0.43% 0.43% 866 0 0.0% Q2 2026 Jul 23, 2026
Sterling Investment Counsel, LLC History No change 10,386 525 0.12% 0.12% 867 0 0.0% Q2 2026 Jul 20, 2026
Orion Porfolio Solutions, LLC History No change 10,352 523 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 14, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 10,399 522 0.21% 0.17% 869 +1,705 19.61% Q3 2026 Oct 06, 2026
URS Advisory LLC History No change 10,279 519 0.29% 0.29% 870 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Reduced 10,270 517 0.01% 0.02% 871 -4,363 -29.82% Q3 2026 Oct 02, 2026
HM PAYSON & CO History No change 10,198 515 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 17, 2026
D L CARLSON INVESTMENT GROUP INC History No change 10,132 512 0.08% 0.08% 873 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 10,000 505 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 13, 2026
Nolet Wealth Management, LLC History No change 9,999 505 0.28% 0.28% 875 0 0.0% Q2 2026 Jul 10, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 9,953 503 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 14, 2026
Delta Investment Management, LLC History No change 9,900 500 0.08% 0.08% 877 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 9,788 494 0.01% 0.01% 878 0 0.0% Q2 2026 Aug 18, 2026
Heck Capital Advisors, LLC History No change 9,747 492 0.03% 0.03% 879 0 0.0% Q2 2026 Jul 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 9,579 484 0.22% 0.22% 880 0 0.0% Q2 2026 Aug 13, 2026
Mittelman Wealth Management History No change 4,016 483 0.32% 0.32% 881 0 0.0% Q2 2026 Aug 06, 2026
Strategic Blueprint, LLC History No change 9,498 480 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 23, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 9,442 477 0.03% 0.03% 883 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Group, LLC History No change 9,426 476 0.03% 0.03% 884 0 0.0% Q2 2026 Jul 27, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 9,432 476 0.02% 0.02% 885 0 0.0% Q2 2026 Jul 24, 2026
Alhambra Investment Management LLC History No change 9,362 473 0.21% 0.21% 886 0 0.0% Q2 2026 Jul 16, 2026
PROFFITT & GOODSON INC History No change 9,322 471 0.06% 0.06% 887 0 0.0% Q2 2026 Jul 22, 2026
Bell Bank History No change 9,259 468 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 15, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 9,235 466 0.06% 0.06% 889 0 0.0% Q2 2026 Aug 25, 2026
Orcam Financial Group History No change 9,113 460 0.22% 0.22% 890 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 9,063 458 0.0% 0.0% 891 0 0.0% Q2 2026 Aug 06, 2026
Five Oceans Advisors History No change 9,070 458 0.15% 0.15% 892 0 0.0% Q2 2026 Jul 15, 2026
Redwood Family Wealth LLC History No change 9,060 458 0.4% 0.4% 893 0 0.0% Q2 2026 Aug 04, 2026
Oxinas Partners, LLC History No change 8,986 454 0.18% 0.18% 894 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY TRUST CO History No change 8,949 452 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 8,933 451 0.0% 0.0% 896 0 0.0% Q2 2026 Jul 23, 2026
SAX WEALTH ADVISORS, LLC History No change 8,922 451 0.02% 0.02% 897 0 0.0% Q2 2026 Jul 09, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 8,700 439 0.15% 0.15% 898 0 0.0% Q2 2026 Jul 15, 2026
TMB Capital Partners, LLC History No change 8,673 438 0.14% 0.14% 899 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 8,593 435 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 12, 2026
Wellment Financial History No change 8,621 435 0.5% 0.5% 901 0 0.0% Q2 2026 Jul 23, 2026
POTENTIA WEALTH History No change 8,611 435 0.18% 0.18% 902 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 8,466 428 0.02% 0.02% 903 0 0.0% Q2 2026 Jul 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 8,438 427 0.05% 0.05% 904 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8,419 425 0.04% 0.04% 905 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 8,389 424 0.08% 0.08% 906 0 0.0% Q2 2026 Aug 11, 2026
Gerald Baker Financial Group LLC History Added to 8,382 422 0.12% 0.12% 908 +255 3.14% Q3 2026 Oct 09, 2026
RED REEF ADVISORS LLC History No change 8,357 422 0.39% 0.39% 907 0 0.0% Q2 2026 Jul 23, 2026
LARCH CAPITAL PARTNERS LLC History No change 8,262 417 0.06% 0.06% 909 0 0.0% Q2 2026 Aug 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 8,193 414 0.16% 0.16% 910 0 0.0% Q2 2026 Aug 05, 2026
BNB Wealth Management, LLC History No change 8,193 414 0.23% 0.23% 911 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 8,171 413 0.03% 0.03% 912 0 0.0% Q2 2026 Jul 29, 2026
GILL CAPITAL PARTNERS, LLC History No change 8,151 412 0.11% 0.11% 913 0 0.0% Q2 2026 Aug 20, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 8,099 409 0.16% 0.16% 914 0 0.0% Q2 2026 Aug 06, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 8,102 409 0.22% 0.22% 915 0 0.0% Q2 2026 Aug 13, 2026
Koss-Olinger Consulting, LLC History No change 8,054 407 0.03% 0.03% 916 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,909 399 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 28, 2026
Gimbal Financial History No change 7,862 397 0.24% 0.24% 918 0 0.0% Q2 2026 Aug 04, 2026
MMA ASSET MANAGEMENT LLC History No change 7,831 396 0.13% 0.13% 919 0 0.0% Q2 2026 Aug 04, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 7,821 395 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 7,750 391 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 10, 2026
UNIQUE WEALTH, LLC History No change 7,728 390 0.05% 0.05% 922 0 0.0% Q2 2026 Jul 21, 2026
IFC & Insurance Marketing, Inc. History No change 7,686 388 0.34% 0.34% 923 0 0.0% Q2 2026 Jul 09, 2026
Platt Wealth Management LLC History No change 7,592 383 0.31% 0.31% 924 0 0.0% Q2 2026 Jul 31, 2026
Moors & Cabot, Inc. History No change 7,552 381 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History No change 7,527 380 0.04% 0.04% 926 0 0.0% Q2 2026 Jul 23, 2026
Linscomb Wealth, Inc. History No change 7,511 379 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 31, 2026
Stone Wealth Partners History No change 7,470 377 0.28% 0.28% 928 0 0.0% Q2 2026 Jul 16, 2026
One Degree Advisors Inc History No change 7,432 374 0.08% 0.08% 929 0 0.0% Q2 2026 Jul 31, 2026
Centerpoint Advisory Group History No change 7,395 373 0.24% 0.24% 930 0 0.0% Q2 2026 Jul 29, 2026
Ballast Financial Advisors LLC History No change 7,370 372 0.34% 0.34% 931 0 0.0% Q2 2026 Aug 13, 2026
WINNACLE WEALTH LLC History No change 7,289 368 0.25% 0.25% 932 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Group, LLC History Added to 7,223 363 0.03% 0.03% 933 +15 0.21% Q3 2026 Oct 01, 2026
WORLD EQUITY GROUP, INC. History No change 7,171 362 0.08% 0.08% 934 0 0.0% Q2 2026 Jul 09, 2026
Evergreen Wealth Partners LLC History No change 7,127 360 0.22% 0.22% 935 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 7,111 359 0.04% 0.04% 936 0 0.0% Q2 2026 Aug 11, 2026
Argos Wealth Advisors, LLC History No change 7,030 355 0.09% 0.09% 937 0 0.0% Q2 2026 Aug 13, 2026
Aurdan Capital Management, LLC History No change 7,033 355 0.09% 0.09% 938 0 0.0% Q2 2026 Jul 15, 2026
Signal Advisors Wealth, LLC History No change 6,999 353 0.02% 0.02% 939 0 0.0% Q2 2026 Aug 04, 2026
Andrew Hill Investment Advisors, Inc. History No change 6,954 351 0.26% 0.26% 940 0 0.0% Q2 2026 Jul 15, 2026
Arlington Trust Co LLC History No change 6,927 350 0.03% 0.03% 941 0 0.0% Q2 2026 Jul 07, 2026
Brown Miller Wealth Management, LLC History No change 6,897 348 0.09% 0.09% 942 0 0.0% Q2 2026 Jul 16, 2026
Elevated Financial Group LLC History No change 6,834 345 0.09% 0.09% 943 0 0.0% Q2 2026 Jul 22, 2026
FLAGSTAR SECURITIES, INC History No change 6,816 344 0.1% 0.1% 944 0 0.0% Q2 2026 Jul 15, 2026
Slow Capital, Inc. History No change 6,803 344 0.04% 0.04% 945 0 0.0% Q2 2026 Jul 22, 2026
Stone Summit Wealth LLC History No change 6,820 344 0.09% 0.09% 946 0 0.0% Q2 2026 Jul 23, 2026
RCW Management, LLC History No change 6,745 341 0.31% 0.31% 947 0 0.0% Q2 2026 Jul 21, 2026
CIBC WORLD MARKET INC. History No change 6,643 335 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 6,590 333 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,590 333 0.01% 0.01% 950 0 0.0% Q2 2026 Aug 12, 2026
Farmers & Merchants Trust Co of Long Beach History No change 6,561 331 0.07% 0.07% 951 0 0.0% Q2 2026 Aug 05, 2026
Redwood Financial Network Corp History No change 6,508 329 0.18% 0.18% 952 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 6,468 327 0.08% 0.08% 953 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 6,485 327 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 20, 2026
Ironvine Capital Partners, LLC History No change 6,441 325 0.03% 0.03% 955 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 6,455 325 0.02% 0.02% 956 0 0.0% Q2 2026 Aug 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 6,414 324 0.05% 0.05% 957 0 0.0% Q2 2026 Jul 27, 2026
Innovative Asset Advisors Group, LLC History No change 6,425 324 0.14% 0.14% 958 0 0.0% Q2 2026 Aug 05, 2026
EPG Wealth Management LLC History No change 6,384 322 0.08% 0.08% 959 0 0.0% Q2 2026 Jul 28, 2026
Elevation Wealth Management LLC History No change 6,357 321 0.24% 0.24% 960 0 0.0% Q2 2026 Jul 29, 2026
Inscription Capital, LLC History No change 6,332 320 0.03% 0.03% 961 0 0.0% Q2 2026 Aug 13, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 6,342 320 0.11% 0.11% 962 0 0.0% Q2 2026 Jul 21, 2026
Slagle Financial, LLC History No change 6,330 320 0.1% 0.1% 963 0 0.0% Q2 2026 Jul 29, 2026
Maia Wealth LLC History No change 6,329 320 0.05% 0.05% 964 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 6,326 319 0.03% 0.03% 965 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 6,325 319 0.27% 0.27% 966 0 0.0% Q2 2026 Aug 13, 2026
Sandy Cove Advisors, LLC History No change 6,305 318 0.08% 0.08% 967 0 0.0% Q2 2026 Jul 07, 2026
Federation des caisses Desjardins du Quebec History No change 6,300 318 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 6,279 317 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 6,265 316 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 6,261 316 0.01% 0.01% 971 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 6,190 313 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 14, 2026
Prism Advisors, Inc. History New 6,188 311 0.08% — 974 +6,188 New Q3 2026 Oct 09, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,164 311 0.0% 0.0% 973 0 0.0% Q2 2026 Sep 23, 2026
Modera Wealth Management, LLC History No change 6,106 308 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 03, 2026
Diversified Portfolios, Inc. History No change 6,105 308 0.02% 0.02% 976 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 6,090 307 0.02% 0.02% 977 0 0.0% Q2 2026 Jul 07, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,063 306 0.03% 0.03% 978 0 0.0% Q2 2026 Sep 02, 2026
Global Strategic Investment Solutions, LLC History No change 6,041 305 0.03% 0.03% 979 0 0.0% Q2 2026 Aug 07, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 6,032 305 0.04% 0.04% 980 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 6,023 304 0.02% 0.02% 981 0 0.0% Q2 2026 Aug 05, 2026
Gemmer Asset Management LLC History No change 6,000 303 0.02% 0.02% 982 0 0.0% Q2 2026 Jul 15, 2026
Valeo Financial Advisors, LLC History New 5,947 299 0.01% — 983 +5,947 New Q3 2026 Oct 08, 2026
BostonPremier Wealth LLC History No change 5,893 298 0.13% 0.13% 984 0 0.0% Q2 2026 Jul 24, 2026
NBH Bank History No change 5,874 297 0.13% 0.13% 985 0 0.0% Q2 2026 Aug 14, 2026
NCM Capital Management, LLC History No change 5,848 295 0.09% 0.09% 986 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 5,793 292 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 5,775 292 0.07% 0.07% 988 0 0.0% Q2 2026 Jul 15, 2026
GUERRA PAN ADVISORS, LLC History No change 5,776 292 0.16% 0.16% 989 0 0.0% Q2 2026 Aug 12, 2026
Live Oak Investment Partners History No change 5,758 291 0.16% 0.16% 990 0 0.0% Q2 2026 Aug 10, 2026
Aull & Monroe Investment Management Corp History No change 5,690 287 0.12% 0.12% 991 0 0.0% Q2 2026 Jul 20, 2026
Milestone Asset Management Group, LLC History No change 5,694 287 0.14% 0.14% 992 0 0.0% Q2 2026 Jul 30, 2026
Sincerus Advisory, LLC History Added to 5,659 285 0.19% 0.18% 993 +550 10.77% Q3 2026 Oct 08, 2026
Twelve Points Wealth Management LLC History No change 5,599 283 0.06% 0.06% 994 0 0.0% Q2 2026 Aug 07, 2026
PlanVest Financial, Inc History No change 5,611 283 0.19% 0.19% 995 0 0.0% Q2 2026 Aug 10, 2026
HARMONY ASSET MANAGEMENT LLC History No change 5,542 280 0.08% 0.08% 996 0 0.0% Q2 2026 Jul 20, 2026
FAGAN ASSOCIATES, INC. History No change 5,460 276 0.03% 0.03% 997 0 0.0% Q2 2026 Aug 04, 2026
InTrack Investment Management Inc History No change 5,459 276 0.14% 0.14% 998 0 0.0% Q2 2026 Jul 17, 2026
OneAscent Family Office, LLC History No change 5,453 275 0.14% 0.14% 999 0 0.0% Q2 2026 Aug 11, 2026
Oak Barrel Wealth Advisory LLC History No change 5,441 275 0.12% 0.12% 1000 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Group, LLC / IL History No change 5,415 273 0.07% 0.07% 1001 0 0.0% Q2 2026 Jul 30, 2026
SVB WEALTH LLC History No change 5,363 271 0.02% 0.02% 1002 0 0.0% Q2 2026 Jul 17, 2026
Csenge Advisory Group History No change 5,321 269 0.01% 0.01% 1003 0 0.0% Q2 2026 Aug 10, 2026
WealthCare Investment Partners, LLC History No change 5,335 269 0.07% 0.07% 1004 0 0.0% Q2 2026 Aug 10, 2026
Freestone Capital Holdings, LLC History No change 5,289 267 0.01% 0.01% 1005 0 0.0% Q2 2026 Jul 31, 2026
Addison Capital Co History No change 5,295 267 0.04% 0.04% 1006 0 0.0% Q2 2026 Aug 04, 2026
Nest Investments, LLC History No change 5,295 267 0.2% 0.2% 1007 0 0.0% Q2 2026 Aug 14, 2026
Morey & Quinn Wealth Partners, LLC History No change 5,298 267 0.17% 0.17% 1008 0 0.0% Q2 2026 Jul 27, 2026
Lakeridge Wealth Management LLC History No change 5,262 266 0.1% 0.1% 1009 0 0.0% Q2 2026 Jul 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 5,205 263 0.08% 0.08% 1010 0 0.0% Q2 2026 Jul 29, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 5,205 263 0.08% 0.08% 1011 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Concepts, LLC History No change 5,189 262 0.08% 0.08% 1012 0 0.0% Q2 2026 Jul 27, 2026
Everest Financial Group LLC History No change 5,189 262 0.04% 0.04% 1013 0 0.0% Q2 2026 Aug 10, 2026
BlackDiamond Wealth Management, LLC History No change 5,177 261 0.1% 0.1% 1014 0 0.0% Q2 2026 Aug 11, 2026
Riverstone Advisors, LLC History No change 5,149 260 0.11% 0.11% 1015 0 0.0% Q2 2026 Aug 06, 2026
CDKV HOLDINGS LLC History No change 5,101 257 0.2% 0.2% 1016 0 0.0% Q2 2026 Jul 30, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 5,073 256 0.0% 0.0% 1017 0 0.0% Q2 2026 Jul 17, 2026
Archer Investment Corp History No change 5,075 256 0.05% 0.05% 1018 0 0.0% Q2 2026 Aug 03, 2026
Fortis Group Advisors, LLC History No change 5,059 255 0.04% 0.04% 1019 0 0.0% Q2 2026 Jul 24, 2026
Carrera Capital Advisors History No change 5,050 255 0.04% 0.04% 1020 0 0.0% Q2 2026 Aug 03, 2026
Leslie Global Wealth, LLC History No change 4,940 249 0.1% 0.1% 1021 0 0.0% Q2 2026 Jul 21, 2026
CRUX WEALTH ADVISORS History No change 4,936 249 0.09% 0.09% 1022 0 0.0% Q2 2026 Jul 21, 2026
ACIMA PRIVATE WEALTH, LLC History No change 4,903 246 0.07% 0.07% 1023 0 0.0% Q3 2026 Oct 05, 2026
Cherry Creek Investment Advisors, Inc. History No change 4,873 246 0.1% 0.1% 1024 0 0.0% Q2 2026 Jul 30, 2026
LongView Wealth Management History No change 4,831 244 0.06% 0.06% 1025 0 0.0% Q2 2026 Jul 17, 2026
TERRIL BROTHERS, INC. History No change 4,800 242 0.06% 0.06% 1026 0 0.0% Q2 2026 Jul 24, 2026
SHUFRO ROSE & CO LLC History No change 4,800 242 0.01% 0.01% 1027 0 0.0% Q2 2026 Aug 12, 2026
PMV Capital Advisers, LLC History No change 4,795 242 0.36% 0.36% 1028 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,788 241 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 4,778 241 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 15, 2026
Legacy Wealth Partners, LLC History No change 4,782 241 0.05% 0.05% 1031 0 0.0% Q2 2026 Jul 22, 2026
Turn8 Private Wealth Inc. History No change 4,784 241 0.16% 0.16% 1032 0 0.0% Q2 2026 Aug 03, 2026
Haverford Trust Co History No change 4,762 240 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 12, 2026
Benchmark Financial Wealth Advisors, LLC History No change 4,748 240 0.06% 0.06% 1034 0 0.0% Q2 2026 Jul 17, 2026
ETF Store, Inc. History No change 4,748 240 0.2% 0.2% 1035 0 0.0% Q2 2026 Jul 29, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 4,672 236 0.11% 0.11% 1036 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisors, LLC History No change 4,649 235 0.03% 0.03% 1037 0 0.0% Q2 2026 Jul 22, 2026
Pathstone Holdings, LLC History No change 4,609 233 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 13, 2026
Aspen Investment Management Inc History No change 4,578 232 0.06% 0.06% 1039 0 0.0% Q2 2026 Jul 17, 2026
Troutman Wealth Management, LLC History No change 4,539 229 0.18% 0.18% 1040 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 4,531 228 0.01% 0.01% 1041 0 0.0% Q2 2026 Jul 15, 2026
Wellington Shields Capital Management, LLC History No change 4,500 227 0.03% 0.03% 1042 0 0.0% Q2 2026 Aug 10, 2026
Integrated Capital Management, LLC History No change 4,503 227 0.08% 0.08% 1043 0 0.0% Q2 2026 Jul 31, 2026
ALBION FINANCIAL GROUP /UT History No change 4,451 225 0.01% 0.01% 1044 0 0.0% Q2 2026 Jul 22, 2026
K2 Financial Inc. History No change 4,473 225 0.16% 0.16% 1045 0 0.0% Q2 2026 Jul 21, 2026
HALL LAURIE J TRUSTEE History Reduced 4,375 220 0.07% 0.07% 1046 -255 -5.51% Q3 2026 Oct 06, 2026
RMG Wealth Management LLC History No change 4,366 220 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 13, 2026
Prentice Wealth Management LLC History No change 4,336 219 0.05% 0.05% 1048 0 0.0% Q2 2026 Jul 15, 2026
Resurgent Financial Advisors LLC History No change 4,318 218 0.06% 0.06% 1049 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 4,295 217 0.0% 0.0% 1050 0 0.0% Q2 2026 Aug 04, 2026
Koshinski Asset Management, Inc. History No change 4,228 213 0.01% 0.01% 1051 0 0.0% Q2 2026 Jul 27, 2026
SYM FINANCIAL Corp History No change 4,195 212 0.02% 0.02% 1052 0 0.0% Q2 2026 Aug 04, 2026
Etesian Wealth Advisors, Inc. History No change 4,204 212 0.06% 0.06% 1053 0 0.0% Q2 2026 Jul 23, 2026
Hills Bank & Trust Co History No change 4,174 211 0.01% 0.01% 1054 0 0.0% Q2 2026 Aug 10, 2026
PFW Advisors LLC History New 4,172 210 0.06% — 1057 +4,172 New Q3 2026 Oct 07, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 4,157 210 0.02% 0.02% 1055 0 0.0% Q2 2026 Aug 12, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 4,164 210 0.14% 0.14% 1056 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 4,152 209 0.01% 0.01% 1058 0 0.0% Q2 2026 Aug 13, 2026
Sunflower Bank, N.A. History No change 4,115 208 0.05% 0.05% 1059 0 0.0% Q2 2026 Aug 14, 2026
Prota Financial, LLC History New 4,127 207 0.13% — 1062 +4,127 New Q3 2026 Oct 08, 2026
Guided Capital Wealth Management, LLC History No change 4,112 207 0.12% 0.12% 1060 0 0.0% Q2 2026 Jul 24, 2026
TECTONIC ADVISORS LLC History No change 4,097 207 0.01% 0.01% 1061 0 0.0% Q2 2026 Jul 15, 2026
COURIER CAPITAL LLC History No change 4,087 206 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 16, 2026
Kathmere Capital Management, LLC History No change 4,039 204 0.01% 0.01% 1064 0 0.0% Q2 2026 Jul 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 4,051 204 0.12% 0.12% 1065 0 0.0% Q2 2026 Jul 21, 2026
IVC Wealth Advisors LLC History No change 4,015 203 0.08% 0.08% 1066 0 0.0% Q2 2026 Jul 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 4,000 202 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 10, 2026
Hubbell Strickland Wealth Management, LLC History No change 4,001 202 0.07% 0.07% 1068 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 4,000 202 0.01% 0.01% 1069 0 0.0% Q2 2026 Jul 28, 2026
Front Row Advisors LLC History No change 4,000 201 0.06% 0.06% 1070 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 3,979 200 0.02% 0.02% 1071 0 0.0% Q3 2026 Oct 09, 2026
Venturi Wealth Management, LLC History No change 3,970 200 0.01% 0.01% 1072 0 0.0% Q2 2026 Jul 20, 2026
Canton Hathaway, LLC History No change 3,953 199 0.04% 0.04% 1073 0 0.0% Q2 2026 Aug 05, 2026
HHM Wealth Advisors, LLC History No change 3,781 191 0.02% 0.02% 1074 0 0.0% Q2 2026 Jul 13, 2026
Hurley Capital, LLC History No change 3,765 190 0.1% 0.1% 1075 0 0.0% Q2 2026 Aug 10, 2026
ATWOOD & PALMER INC History No change 3,500 176 0.01% 0.01% 1076 0 0.0% Q3 2026 Oct 08, 2026
BARRETT & COMPANY, INC. History No change 3,475 175 0.05% 0.05% 1077 0 0.0% Q2 2026 Jul 24, 2026
Matrix Trust Co History New 3,436 173 0.03% — 1078 +3,436 New Q3 2026 Oct 07, 2026
Millstone Evans Group, LLC History No change 3,412 172 0.09% 0.09% 1079 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 3,219 162 0.0% 0.0% 1080 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 3,158 159 0.01% 0.01% 1081 0 0.0% Q2 2026 Jul 20, 2026
WPG Advisers, LLC History No change 3,127 158 0.09% 0.09% 1082 0 0.0% Q2 2026 Aug 05, 2026
Fairway Wealth LLC History No change 2,984 150 0.03% 0.03% 1083 0 0.0% Q2 2026 Jul 24, 2026
Sankala Group LLC History No change 2,894 146 0.1% 0.1% 1084 0 0.0% Q2 2026 Aug 18, 2026
AMERIFLEX GROUP, INC. History No change 2,865 144 0.06% 0.06% 1085 0 0.0% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History No change 2,796 141 0.02% 0.02% 1086 0 0.0% Q2 2026 Jul 02, 2026
PFS Partners, LLC History No change 2,766 139 0.06% 0.06% 1087 0 0.0% Q2 2026 Jul 20, 2026
Harbor Asset Planning, Inc. History No change 2,734 138 0.1% 0.1% 1088 0 0.0% Q2 2026 Jul 22, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 2,674 135 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 2,560 129 0.03% 0.03% 1090 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 2,514 127 0.09% 0.09% 1091 0 0.0% Q2 2026 Jul 27, 2026
Main Management LLC History No change 2,495 126 0.01% 0.01% 1092 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 2,445 123 0.01% 0.01% 1093 0 0.0% Q2 2026 Aug 06, 2026
Financial Network Wealth Advisors LLC History No change 2,418 122 0.12% 0.12% 1094 0 0.0% Q2 2026 Jul 29, 2026
CULLEN/FROST BANKERS, INC. History No change 2,241 113 0.0% 0.0% 1095 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Counsel, Inc History No change 2,207 111 0.01% 0.01% 1096 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 2,160 109 0.03% 0.03% 1097 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 2,106 106 0.0% 0.0% 1098 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 2,114 106 0.01% 0.01% 1099 0 0.0% Q2 2026 Jul 20, 2026
SOA Wealth Advisors, LLC. History No change 2,013 101 0.02% 0.02% 1100 0 0.0% Q2 2026 Jul 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,966 99 0.04% 0.04% 1101 0 0.0% Q2 2026 Jul 08, 2026
Peck Wealth Management, LLC History No change 1,958 99 0.08% 0.08% 1102 0 0.0% Q2 2026 Jul 31, 2026
Parkside Financial Bank & Trust History No change 1,822 92 0.01% 0.01% 1103 0 0.0% Q2 2026 Sep 04, 2026
Pinnacle Bancorp, Inc. History No change 1,825 92 0.02% 0.02% 1104 0 0.0% Q2 2026 Jul 28, 2026
HFM Investment Advisors, LLC History No change 1,785 90 0.03% 0.03% 1105 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,711 86 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 1,652 83 0.01% 0.01% 1107 0 0.0% Q2 2026 Jul 28, 2026
Brentview Investment Management LLC History No change 1,500 75 0.03% 0.03% 1108 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 1,427 71 0.01% 0.01% 1109 0 0.0% Q2 2026 Aug 07, 2026
Aventura Private Wealth, LLC History No change 1,422 71 0.02% 0.02% 1110 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 1,384 69 0.0% 0.0% 1111 0 0.0% Q2 2026 Jul 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,263 63 0.0% 0.0% 1112 0 0.0% Q2 2026 Aug 13, 2026
MASECO LLP History No change 1,224 61 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 1,200 60 0.01% 0.01% 1114 0 0.0% Q2 2026 Aug 07, 2026
Wagner Wealth Management, LLC History No change 1,176 59 0.01% 0.01% 1115 0 0.0% Q2 2026 Jul 24, 2026
GGM Financial LLC History No change 1,186 59 0.02% 0.02% 1116 0 0.0% Q2 2026 Jul 23, 2026
Frazier Financial Advisors, LLC History No change 1,074 54 0.03% 0.03% 1117 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,066 53 0.01% 0.02% 1118 0 0.0% Q3 2026 Oct 07, 2026
Winch Advisory Services, LLC History No change 1,039 52 0.01% 0.01% 1119 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 1,011 51 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 10, 2026
Strive Financial Group ,LLC History No change 1,013 51 0.02% 0.02% 1121 0 0.0% Q2 2026 Aug 14, 2026
Rossmore Private Capital History No change 1,000 50 0.0% 0.0% 1122 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Independent Advisors History No change 986 49 0.13% 0.13% 1123 0 0.0% Q2 2026 Aug 04, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 897 45 0.01% 0.01% 1124 0 0.0% Q2 2026 Jul 27, 2026
ST GERMAIN D J CO INC History No change 876 44 0.0% 0.0% 1125 0 0.0% Q2 2026 Jul 21, 2026
Versant Capital Management, Inc History No change 858 43 0.0% 0.0% 1126 0 0.0% Q3 2026 Oct 01, 2026
Lloyd Advisory Services, LLC. History No change 861 43 0.02% 0.02% 1127 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 837 42 0.0% 0.0% 1128 0 0.0% Q2 2026 Jul 30, 2026
Nemes Rush Group LLC History No change 846 42 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 765 38 0.0% 0.0% 1130 0 0.0% Q2 2026 Aug 04, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 749 37 0.0% 0.0% 1131 +59 8.55% Q3 2026 Oct 07, 2026
Barnes Dennig Private Wealth Management LLC History No change 732 37 0.03% 0.03% 1132 0 0.0% Q2 2026 Jul 15, 2026
Allied Private Wealth LLC History No change 751 37 0.02% 0.02% 1133 0 0.0% Q2 2026 Jul 09, 2026
Bogart Wealth, LLC History No change 706 35 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 24, 2026
Beacon Financial Strategies CORP History No change 668 33 0.02% 0.02% 1135 0 0.0% Q2 2026 Jul 08, 2026
Harborfront Financial Group LLC History No change 652 32 0.12% 0.12% 1136 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Planning Group LLC History No change 616 31 0.0% 0.0% 1137 0 0.0% Q2 2026 Jul 29, 2026
Copia Wealth Management History No change 592 29 0.02% 0.02% 1138 0 0.0% Q2 2026 Aug 17, 2026
Strengthening Families & Communities, LLC History No change 555 28 0.01% 0.01% 1139 0 0.0% Q2 2026 Aug 11, 2026
Quaker Wealth Management, LLC History No change 520 26 0.01% 0.01% 1140 0 0.0% Q2 2026 Jul 24, 2026
CHELSEA COUNSEL CO History No change 485 24 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 451 22 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 419 21 0.01% 0.01% 1143 0 0.0% Q2 2026 Aug 27, 2026
Signature Resources Capital Management, LLC History No change 433 21 0.01% 0.01% 1144 0 0.0% Q2 2026 Jul 13, 2026
MCDONALD PARTNERS LLC History No change 400 20 0.0% 0.0% 1145 0 0.0% Q2 2026 Jul 28, 2026
Community Bank, N.A. History No change 400 20 0.0% 0.0% 1146 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 391 19 0.0% 0.0% 1147 0 0.0% Q2 2026 Jul 08, 2026
LifeSteps Financial, Inc. History No change 370 18 0.01% 0.01% 1148 0 0.0% Q2 2026 Jul 17, 2026
Coston, McIsaac & Partners History No change 336 16 0.0% 0.0% 1149 0 0.0% Q2 2026 Aug 12, 2026
Hughes Financial Services, LLC History No change 335 16 0.0% 0.0% 1150 0 0.0% Q2 2026 Jul 20, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 304 15 0.01% 0.01% 1151 0 0.0% Q2 2026 Sep 18, 2026
Oakworth Capital, Inc. History No change 292 14 0.0% 0.0% 1152 0 0.0% Q2 2026 Jul 22, 2026
Eukles Asset Management History No change 280 14 0.01% 0.01% 1153 0 0.0% Q2 2026 Aug 05, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 268 13 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 250 12 0.0% 0.0% 1155 0 0.0% Q2 2026 Aug 11, 2026
Tanglewood Legacy Advisors, LLC History No change 255 12 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 10, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 241 12 0.01% 0.01% 1157 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 249 12 0.01% 0.01% 1158 0 0.0% Q2 2026 Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 232 11 0.0% 0.0% 1159 0 0.0% Q2 2026 Aug 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 200 10 0.0% 0.0% 1160 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 200 10 0.0% 0.0% 1161 0 0.0% Q2 2026 Jul 16, 2026
Deseret Mutual Benefit Administrators History No change 195 9 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 173 8 0.0% 0.0% 1163 0 0.0% Q2 2026 Jul 22, 2026
Investors Research Corp History No change 172 8 0.0% 0.0% 1164 0 0.0% Q3 2026 Oct 07, 2026
Silver Grove Financial Group, Inc. History No change 159 8 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 150 7 0.0% 0.0% 1166 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 150 7 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 14, 2026
Financial Life Planners History No change 141 7 0.0% 0.0% 1168 0 0.0% Q2 2026 Jul 21, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 120 6 0.01% 0.01% 1169 0 0.0% Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History No change 131 6 0.0% 0.0% 1170 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 120 6 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 114 5 0.0% 0.0% 1172 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 104 5 0.0% 0.0% 1173 0 0.0% Q2 2026 Aug 14, 2026
Centerpoint Advisors, LLC History No change 77 4 0.0% 0.0% 1174 0 0.0% Q2 2026 Aug 05, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 94 4 0.0% 0.0% 1175 0 0.0% Q2 2026 Jul 17, 2026
Operose Advisors LLC History No change 94 4 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 13, 2026
Hilltop National Bank History No change 97 4 0.0% 0.0% 1177 0 0.0% Q2 2026 Jul 01, 2026
ARVEST INVESTMENTS, INC. History No change 63 3 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 17, 2026
GHP Investment Advisors, Inc. History No change 73 3 0.0% 0.0% 1179 0 0.0% Q2 2026 Jul 17, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 62 3 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 48 2 0.0% 0.0% 1181 0 0.0% Q2 2026 Sep 02, 2026
Rakuten Securities, Inc. History No change 50 2 0.0% 0.0% 1182 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 40 2 0.0% 0.0% 1183 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 25 1 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 27, 2026
Darwin Wealth Management, LLC History No change 31 1 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 21, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 37 1 0.0% 0.0% 1186 0 0.0% Q2 2026 Aug 04, 2026
VIMA LLC History No change 39 1 0.0% 0.0% 1187 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 25 1 0.0% 0.0% 1188 0 0.0% Q2 2026 Jul 14, 2026
Crumly & Associates Inc. History Closed out 0 0 — 0.04% — -4,562 -100.0% Q3 2026 Oct 07, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.01% — -4,074 -100.0% Q3 2026 Oct 09, 2026
Strong Retirement Solutions LLC History Closed out 0 0 — 0.12% — -4,002 -100.0% Q3 2026 Oct 07, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -917 -100.0% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Russell Investments Group, Ltd. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
WOLFF WIESE MAGANA LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Sage Mountain Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
JPL Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Portfolio Resources Advisor Group, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Spurstone Advisory Services, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
RHL GROUP, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Meramec Financial Planners, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 28, 2026