VanEck ETF Trust - MOAT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 5,726,513 595,328 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 5,291,391 550,093 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 5,225,881 543,282 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 07, 2026
Mesirow Financial Investment Management, Inc. History No change 2,647,494 275,235 4.32% 4.32% 4 0 0.0% Q2 2026 Jul 22, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,333,506 242,591 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
Boulay Financial Advisors, LLC History No change 2,287,619 237,820 22.02% 22.02% 6 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 1,895,284 197,033 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,360,250 140,268 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,153,632 119,931 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,130,118 117,487 0.15% 0.15% 10 0 0.0% Q2 2026 Jul 29, 2026
Southern Farm Bureau Life Insurance History No change 1,107,967 115,202 11.02% 11.02% 11 0 0.0% Q2 2026 Jul 29, 2026
Provenance Wealth Advisors, LLC History No change 844,350 87,778 8.36% 8.36% 12 0 0.0% Q2 2026 Jul 24, 2026
ROYAL BANK OF CANADA History No change 843,420 87,683 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 724,938 75,364 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
Verde Capital Management History No change 690,661 71,801 13.28% 13.28% 15 0 0.0% Q2 2026 Aug 11, 2026
SFMG, LLC History No change 681,430 70,841 4.27% 4.27% 16 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 637,255 66,268 0.08% 0.08% 17 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 617,016 64,157 0.35% 0.35% 18 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 597,173 62,082 0.14% 0.14% 19 0 0.0% Q2 2026 Jul 27, 2026
FIRST FOUNDATION ADVISORS History No change 593,918 61,743 2.22% 2.22% 20 0 0.0% Q2 2026 Aug 14, 2026
Kelman-Lazarov, Inc. History No change 562,820 58,510 7.67% 7.67% 21 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 539,046 56,039 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 05, 2026
Leelyn Smith, LLC History No change 529,240 55,019 6.69% 6.69% 23 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 528,915 55,002 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
Harbor Group, Inc. History No change 500,928 52,076 6.12% 6.12% 25 0 0.0% Q2 2026 Jul 22, 2026
REGATTA CAPITAL GROUP, LLC History No change 477,919 49,684 6.68% 6.68% 26 0 0.0% Q2 2026 Aug 12, 2026
CAHILL FINANCIAL ADVISORS INC History No change 476,253 49,511 4.75% 4.75% 27 0 0.0% Q2 2026 Aug 11, 2026
Apriem Advisors History No change 473,733 49,249 4.26% 4.26% 28 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 465,552 48,398 0.01% 0.01% 29 0 0.0% Q2 2026 Sep 23, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 452,541 47,838 7.79% 7.48% 30 +21,840 5.07% Q3 2026 Oct 08, 2026
Ancora Advisors LLC History No change 414,625 43,104 0.83% 0.83% 31 0 0.0% Q2 2026 Aug 14, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 413,518 42,989 9.37% 9.37% 32 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 410,179 42,642 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 12, 2026
Summit Asset Management, LLC History No change 391,235 40,672 5.21% 5.21% 34 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 361,144 37,544 0.42% 0.42% 35 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 345,579 35,926 0.04% 0.04% 36 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 338,932 35,235 2.67% 2.67% 37 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History No change 326,978 33,992 0.06% 0.06% 38 0 0.0% Q2 2026 Jul 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 309,771 32,203 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 19, 2026
OneDigital Investment Advisors LLC History No change 305,588 31,768 0.27% 0.27% 40 0 0.0% Q2 2026 Aug 06, 2026
Planned Solutions, Inc. History No change 288,767 30,020 8.6% 8.6% 41 0 0.0% Q2 2026 Jul 13, 2026
GOLDMAN SACHS GROUP INC History No change 288,598 30,002 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 288,074 29,948 0.2% 0.2% 43 0 0.0% Q2 2026 Sep 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 283,812 29,505 0.83% 0.83% 44 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 279,802 29,088 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 12, 2026
Buttonwood Financial Advisors Inc. History No change 271,209 28,194 8.58% 8.58% 46 0 0.0% Q2 2026 Jul 13, 2026
STIFEL FINANCIAL CORP History No change 265,937 27,646 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 12, 2026
Brookstone Capital Management History No change 260,797 27,112 0.27% 0.27% 48 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 257,808 26,801 0.55% 0.55% 49 0 0.0% Q2 2026 Aug 06, 2026
Ethos Financial Group, LLC History No change 246,848 26,637 1.78% 1.78% 50 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 255,291 26,540 0.12% 0.12% 51 0 0.0% Q2 2026 Jul 27, 2026
CEERA INVESTMENTS, LLC History No change 243,555 25,319 10.73% 10.73% 52 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 249,867 24,996 0.04% 0.04% 53 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 220,424 22,915 0.43% 0.43% 54 0 0.0% Q2 2026 Jul 09, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 220,050 22,876 10.07% 10.07% 55 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 213,905 22,237 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
Berkshire Money Management, Inc. History No change 213,872 22,234 2.03% 2.03% 57 0 0.0% Q2 2026 Jul 23, 2026
Harbour Trust & Investment Management Co History No change 207,803 21,603 2.08% 2.08% 58 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 204,171 21,225 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 07, 2026
Altus Wealth Group LLC History No change 197,070 20,487 7.4% 7.4% 60 0 0.0% Q2 2026 Jul 17, 2026
James J. Burns & Company, LLC History No change 194,610 20,231 2.19% 2.19% 61 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 192,356 19,997 0.29% 0.29% 62 0 0.0% Q2 2026 Jul 15, 2026
Etesian Wealth Advisors, Inc. History No change 186,600 19,398 5.73% 5.73% 63 0 0.0% Q2 2026 Jul 23, 2026
Graver Capital Management, LLC History No change 186,152 19,352 13.79% 13.79% 64 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 181,107 18,827 0.21% 0.21% 65 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 180,743 18,744 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
Beaumont Asset Management, L.L.C. History No change 179,283 18,638 7.24% 7.24% 67 0 0.0% Q2 2026 Jul 22, 2026
New England Private Wealth Advisors LLC History No change 163,882 17,135 1.65% 1.65% 68 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 159,278 16,558 0.06% 0.06% 69 0 0.0% Q2 2026 Aug 14, 2026
CABOT WEALTH MANAGEMENT INC History No change 157,363 16,359 1.67% 1.67% 70 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 155,588 16,174 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 27, 2026
IFP Advisors, Inc History No change 152,692 15,873 0.29% 0.29% 72 0 0.0% Q2 2026 Jul 20, 2026
HBW ADVISORY SERVICES LLC History No change 149,886 15,582 1.41% 1.41% 73 0 0.0% Q2 2026 Jul 16, 2026
CITIGROUP INC History No change 145,158 15,090 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 142,289 14,792 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 140,741 14,631 0.07% 0.07% 76 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 140,567 14,613 0.07% 0.07% 77 0 0.0% Q2 2026 Jul 13, 2026
Visionary Wealth Advisors History No change 139,301 14,481 0.57% 0.57% 78 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 138,403 14,388 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 12, 2026
Joseph Group Capital Management History No change 137,649 14,310 3.01% 3.01% 80 0 0.0% Q2 2026 Aug 06, 2026
Tanager Wealth Management LLP History No change 134,068 13,937 1.21% 1.21% 81 0 0.0% Q2 2026 Jul 23, 2026
Robertson Stephens Wealth Management, LLC History No change 133,988 13,929 0.34% 0.34% 82 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 133,862 13,916 0.07% 0.07% 83 0 0.0% Q2 2026 Jul 17, 2026
Family Office Research LLC History No change 133,838 13,913 5.22% 5.22% 84 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 130,752 13,593 0.25% 0.25% 85 0 0.0% Q2 2026 Aug 06, 2026
Napier Financial, LLC History No change 125,479 13,044 2.72% 2.72% 86 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER & CO INC History No change 124,468 12,939 0.14% 0.14% 87 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 123,665 12,851 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 14, 2026
Unique Wealth Strategies, LLC History No change 123,130 12,800 4.65% 4.65% 89 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 122,445 12,729 0.24% 0.24% 90 0 0.0% Q2 2026 Jul 15, 2026
Fermata Advisors, LLC History No change 122,411 12,725 2.57% 2.57% 91 0 0.0% Q2 2026 Jul 07, 2026
Rockefeller Capital Management L.P. History No change 118,099 12,277 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 13, 2026
Financial Solutions Advisory Group, Inc. History No change 112,420 11,881 1.5% 1.5% 93 0 0.0% Q2 2026 Jul 13, 2026
46 Peaks LLC History No change 114,115 11,863 7.46% 7.46% 94 0 0.0% Q2 2026 Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 113,379 11,787 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 110,493 11,486 0.13% 0.13% 96 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 106,524 11,074 0.14% 0.14% 97 0 0.0% Q2 2026 Jul 20, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 105,069 10,921 7.57% 7.57% 98 0 0.0% Q2 2026 Jul 23, 2026
Goldstone Financial Group, LLC History No change 103,893 10,800 0.99% 0.99% 99 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 101,572 10,788 1.55% 2.16% 100 -40,048 -28.28% Q3 2026 Oct 08, 2026
Ferguson Shapiro LLC History No change 103,385 10,747 3.14% 3.14% 101 0 0.0% Q2 2026 Jul 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 97,692 10,156 1.01% 1.01% 102 0 0.0% Q2 2026 Jul 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 97,185 10,103 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 95,890 9,968 0.03% 0.03% 104 0 0.0% Q2 2026 Jul 28, 2026
Philadelphia Investment Partners, LLC History No change 95,787 9,958 6.2% 6.2% 105 0 0.0% Q2 2026 Aug 14, 2026
Richmond Investment Services, LLC History No change 95,348 9,912 3.14% 3.14% 106 0 0.0% Q2 2026 Jul 27, 2026
Farrow Financial, Inc. History No change 94,997 9,875 5.27% 5.27% 107 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 93,829 9,754 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 05, 2026
Aspen Wealth Strategies, LLC History No change 93,536 9,723 4.7% 4.7% 109 0 0.0% Q2 2026 Aug 07, 2026
BOSTON FAMILY OFFICE LLC History No change 90,357 9,394 0.57% 0.57% 110 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 89,652 9,319 1.8% 1.8% 111 0 0.0% Q2 2026 Jul 16, 2026
TPG Advisors LLC History No change 82,272 8,552 4.69% 4.69% 112 0 0.0% Q2 2026 Jul 29, 2026
PURSUE WEALTH PARTNERS LLC History No change 81,967 8,521 4.77% 4.77% 113 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 81,772 8,501 0.09% 0.09% 114 0 0.0% Q2 2026 Aug 14, 2026
EnRich Financial Partners LLC History No change 81,138 8,435 2.0% 2.0% 115 0 0.0% Q2 2026 Jul 27, 2026
Philip James Wealth Mangement, LLC History No change 79,605 8,265 0.93% 0.93% 116 0 0.0% Q2 2026 Jul 27, 2026
Onyx Bridge Wealth Group LLC History No change 79,470 8,261 0.74% 0.74% 117 0 0.0% Q2 2026 Jul 23, 2026
Beaumont Financial Advisors, LLC History No change 77,701 8,077 0.51% 0.51% 118 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 76,461 7,948 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 13, 2026
Copley Financial Group, Inc. History No change 75,328 7,831 4.74% 4.74% 120 0 0.0% Q2 2026 Aug 11, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 75,074 7,804 2.79% 2.79% 121 0 0.0% Q2 2026 Aug 07, 2026
American National Bank of Texas History Added to 73,776 7,798 7.12% 6.79% 122 +2,175 3.04% Q3 2026 Oct 07, 2026
Concurrent Investment Advisors, LLC History No change 74,490 7,744 0.07% 0.07% 123 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 73,341 7,624 0.19% 0.19% 124 0 0.0% Q2 2026 Aug 07, 2026
Boomfish Wealth Group, LLC History No change 71,995 7,484 3.41% 3.41% 125 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 71,225 7,404 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 71,105 7,392 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 12, 2026
Mengis Capital Management, Inc. History No change 69,347 7,209 1.1% 1.1% 128 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 68,361 7,106 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 18, 2026
Tulsa Wealth Advisors, INC History No change 67,247 6,991 0.98% 0.98% 130 0 0.0% Q2 2026 Aug 06, 2026
Roundview Capital LLC History No change 65,489 6,808 0.37% 0.37% 131 0 0.0% Q2 2026 Jul 30, 2026
Darrow Company, Inc. History No change 64,077 6,661 2.58% 2.58% 132 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 63,937 6,646 0.0% 0.0% 133 0 0.0% Q2 2026 Sep 02, 2026
Guilbault Capital LLC History No change 63,784 6,630 6.66% 6.66% 134 0 0.0% Q2 2026 Jul 23, 2026
Equitable Holdings, Inc. History No change 62,845 6,533 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 17, 2026
VestGen Advisors, LLC History No change 62,675 6,515 0.19% 0.19% 136 0 0.0% Q2 2026 Aug 11, 2026
Midwest Financial Group LLC History No change 61,996 6,445 2.26% 2.26% 137 0 0.0% Q2 2026 Jul 21, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 61,068 6,349 0.75% 0.75% 138 0 0.0% Q2 2026 Aug 12, 2026
Paller Financial Services Inc History No change 61,000 6,341 4.74% 4.74% 139 0 0.0% Q2 2026 Jul 07, 2026
Selby Wealth Management, LLC History No change 60,820 6,322 2.24% 2.24% 140 0 0.0% Q2 2026 Jul 09, 2026
D.A. DAVIDSON & CO. History No change 57,451 5,972 0.03% 0.03% 141 0 0.0% Q2 2026 Jul 24, 2026
Allen Capital Group, LLC History No change 57,372 5,964 0.49% 0.49% 142 0 0.0% Q2 2026 Jul 27, 2026
Modern Wealth Management, LLC History No change 56,864 5,911 0.07% 0.07% 143 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 55,591 5,765 0.23% 0.23% 144 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Advisory, LLC History No change 54,482 5,663 0.47% 0.47% 145 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 53,981 5,611 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Tacita Capital Inc History No change 53,516 5,563 3.02% 3.02% 147 0 0.0% Q2 2026 Aug 10, 2026
Betterment LLC History No change 53,446 5,556 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
Sunpointe, LLC History No change 51,807 5,385 1.53% 1.53% 149 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 51,732 5,378 0.16% 0.16% 150 0 0.0% Q2 2026 Aug 06, 2026
Fortune Financial Advisors, LLC History No change 50,608 5,261 2.25% 2.25% 151 0 0.0% Q2 2026 Jul 22, 2026
MCF Advisors LLC History No change 49,362 5,131 0.18% 0.18% 152 0 0.0% Q2 2026 Aug 12, 2026
Tranquility Partners, LLC History No change 49,127 5,107 1.76% 1.76% 153 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 49,057 5,099 0.09% 0.09% 154 0 0.0% Q2 2026 Jul 14, 2026
SMITH, MOORE & CO. History No change 48,556 5,047 0.33% 0.33% 155 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 47,904 4,980 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 46,041 4,786 0.18% 0.18% 157 0 0.0% Q2 2026 Aug 17, 2026
MONECO ADVISORS, LLC History No change 46,039 4,786 0.29% 0.29% 158 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 45,920 4,773 0.15% 0.15% 159 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 45,670 4,747 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 05, 2026
Farrell Financial LLC History No change 44,974 4,675 2.53% 2.53% 161 0 0.0% Q2 2026 Jul 10, 2026
Ayalon Insurance Comp Ltd. History Added to 43,747 4,624 0.38% 0.54% 162 +1,632 3.88% Q3 2026 Oct 08, 2026
Capital Investment Advisory Services, LLC History No change 44,423 4,618 0.28% 0.28% 163 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 44,333 4,608 0.06% 0.06% 164 0 0.0% Q2 2026 Aug 04, 2026
Opal Wealth Advisors, LLC History No change 43,919 4,565 0.99% 0.99% 165 0 0.0% Q2 2026 Jul 20, 2026
Rehmann Capital Advisory Group History No change 43,667 4,539 0.21% 0.21% 166 0 0.0% Q2 2026 Aug 20, 2026
WealthPlan Investment Management, LLC History No change 43,032 4,473 0.22% 0.22% 167 0 0.0% Q2 2026 Jul 28, 2026
Turning Point Benefit Group, Inc. History No change 42,184 4,420 1.9% 1.9% 168 0 0.0% Q2 2026 Jul 23, 2026
FLAGSTAR SECURITIES, INC History No change 42,338 4,401 1.33% 1.33% 169 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 41,857 4,351 0.09% 0.09% 170 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM JOHN SEMPOLINSKI History No change 41,469 4,311 1.74% 1.74% 171 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 41,296 4,293 0.11% 0.11% 172 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 41,218 4,285 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 28, 2026
Paragon Advisors, LLC History No change 40,834 4,245 0.89% 0.89% 174 0 0.0% Q2 2026 Jul 29, 2026
Atlas Wealth LLC History No change 40,526 4,213 0.6% 0.6% 175 0 0.0% Q2 2026 Jul 28, 2026
Mirae Asset Global Investments Co., Ltd. History No change 40,000 4,158 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 22, 2026
Acorn Wealth Advisors, LLC History No change 39,934 4,151 1.01% 1.01% 177 0 0.0% Q2 2026 Jul 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 39,847 4,142 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
AVALON CAPITAL MANAGEMENT History No change 39,572 4,113 0.97% 0.97% 179 0 0.0% Q2 2026 Jul 16, 2026
Jacksonville Wealth Management, LLC History No change 39,012 4,055 2.29% 2.29% 180 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 38,382 3,990 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 38,025 3,953 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 37,788 3,928 0.16% 0.16% 183 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 37,665 3,915 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 37,542 3,902 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 07, 2026
Cutler Capital Management, LLC History No change 37,508 3,899 1.01% 1.01% 186 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 37,379 3,885 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Sterling Investment Advisors, Ltd. History No change 36,574 3,802 0.64% 0.64% 188 0 0.0% Q2 2026 Jul 28, 2026
MONEY CONCEPTS CAPITAL CORP History No change 36,116 3,754 0.17% 0.17% 189 0 0.0% Q2 2026 Aug 04, 2026
Commerce Advisors, LLC History No change 36,007 3,743 2.03% 2.03% 190 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Planning Group, LLC History No change 35,678 3,709 1.18% 1.18% 191 0 0.0% Q2 2026 Jul 31, 2026
Lunt Capital Management, Inc. History No change 35,507 3,691 1.35% 1.35% 192 0 0.0% Q2 2026 Jul 30, 2026
RDA Financial Network History No change 35,413 3,681 0.8% 0.8% 193 0 0.0% Q2 2026 Jul 06, 2026
PSI Advisors, LLC History No change 35,398 3,679 0.85% 0.85% 194 0 0.0% Q2 2026 Aug 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 35,202 3,659 0.06% 0.06% 195 0 0.0% Q2 2026 Jul 28, 2026
TOMPKINS FINANCIAL CORP History Reduced 34,269 3,622 0.26% 0.28% 196 -3,681 -9.7% Q3 2026 Oct 05, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 34,623 3,599 0.62% 0.62% 197 0 0.0% Q2 2026 Aug 14, 2026
Trajan Wealth LLC History No change 34,326 3,568 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 13, 2026
ROBERTS GLORE & CO INC /IL/ History No change 33,751 3,508 0.87% 0.87% 199 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 33,621 3,495 0.11% 0.11% 200 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 33,590 3,492 0.17% 0.17% 201 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 33,588 3,491 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 10, 2026
Rose Capital Advisors LLC History No change 33,493 3,481 1.74% 1.74% 203 0 0.0% Q2 2026 Aug 07, 2026
Darwin Wealth Management, LLC History No change 33,466 3,479 0.95% 0.95% 204 0 0.0% Q2 2026 Jul 21, 2026
BXM Wealth LLC History No change 33,055 3,436 1.87% 1.87% 205 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 33,033 3,434 0.06% 0.06% 206 0 0.0% Q2 2026 Jul 21, 2026
IRON Financial LLC History No change 33,041 3,434 1.42% 1.42% 207 0 0.0% Q2 2026 Jul 22, 2026
GTS SECURITIES LLC History No change 32,816 3,411 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 32,398 3,368 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 32,142 3,341 0.33% 0.33% 210 0 0.0% Q2 2026 Jul 22, 2026
Financial Partners Group, Inc History No change 32,106 3,337 0.34% 0.34% 211 0 0.0% Q2 2026 Jul 23, 2026
BLAIR WILLIAM & CO/IL History No change 31,310 3,254 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 11, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 31,275 3,251 1.56% 1.56% 213 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 31,207 3,244 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History Reduced 30,164 3,188 0.77% 0.81% 215 -1,361 -4.32% Q3 2026 Oct 08, 2026
Laurel Wealth Planning LLC History No change 30,622 3,183 1.41% 1.41% 216 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History Reduced 29,917 3,162 0.02% 0.02% 217 -359 -1.19% Q3 2026 Oct 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 30,234 3,143 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History No change 29,775 3,095 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 04, 2026
VICTORY FINANCIAL GROUP, LLC History No change 29,733 3,091 0.32% 0.32% 220 0 0.0% Q2 2026 Jul 28, 2026
Obermeyer Wealth Partners History No change 29,714 3,089 0.13% 0.13% 221 0 0.0% Q2 2026 Jul 29, 2026
TME FINANCIAL, INC. History No change 29,449 3,061 1.89% 1.89% 222 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 29,283 3,044 0.13% 0.13% 223 0 0.0% Q2 2026 Jul 22, 2026
Stonebridge Financial Group, LLC / MO History No change 29,229 3,038 2.02% 2.02% 224 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 29,026 3,017 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 12, 2026
Creekside Partners History No change 28,247 2,936 1.06% 1.06% 226 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 27,873 2,897 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 14, 2026
Lionsbridge Wealth Management LLC History No change 27,493 2,858 2.8% 2.8% 228 0 0.0% Q2 2026 Aug 05, 2026
XML Financial, LLC History No change 26,996 2,806 0.2% 0.2% 229 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 26,652 2,770 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 18, 2026
Plotkin Financial Advisors, LLC History No change 26,444 2,749 1.14% 1.14% 231 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 26,351 2,739 0.13% 0.13% 232 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 26,056 2,708 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 06, 2026
L & S Advisors Inc History No change 25,392 2,639 0.27% 0.27% 234 0 0.0% Q2 2026 Aug 12, 2026
Asset One Wealth Management LLC History No change 24,851 2,637 0.28% 0.28% 235 0 0.0% Q2 2026 Aug 13, 2026
Goepper Burkhardt LLC History No change 25,352 2,635 0.79% 0.79% 236 0 0.0% Q2 2026 Aug 10, 2026
Cross Staff Investments Inc History No change 25,233 2,623 1.48% 1.48% 237 0 0.0% Q2 2026 Jul 22, 2026
Vantage Point Financial LLC History No change 25,214 2,621 0.8% 0.8% 238 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 25,096 2,609 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 07, 2026
White Knight Strategic Wealth Advisors, LLC History No change 24,413 2,537 1.78% 1.78% 240 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 24,326 2,528 0.46% 0.46% 241 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 24,145 2,510 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 14, 2026
S.E.E.D. Planning Group LLC History Added to 23,670 2,502 0.61% 0.28% 243 +13,552 133.94% Q3 2026 Oct 07, 2026
Westshore Wealth, LLC History No change 23,929 2,487 0.77% 0.77% 244 0 0.0% Q2 2026 Aug 10, 2026
Wealthfront Advisers LLC History No change 23,741 2,468 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 23,470 2,439 0.03% 0.03% 246 0 0.0% Q2 2026 Jul 15, 2026
Qube Research & Technologies Ltd History No change 23,441 2,436 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 23,225 2,414 0.14% 0.14% 248 0 0.0% Q2 2026 Jul 15, 2026
First Financial Group Corp History No change 23,042 2,395 1.73% 1.73% 249 0 0.0% Q2 2026 Jul 15, 2026
HHM Wealth Advisors, LLC History No change 22,761 2,366 0.24% 0.24% 250 0 0.0% Q2 2026 Jul 13, 2026
D. E. Shaw & Co., Inc. History No change 22,523 2,341 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
FCA CORP /TX History No change 22,114 2,298 0.57% 0.57% 252 0 0.0% Q2 2026 Aug 11, 2026
YHB Investment Advisors, Inc. History Reduced 21,723 2,296 0.14% 0.16% 253 -2,711 -11.1% Q3 2026 Oct 08, 2026
Atria Investments, Inc History No change 22,064 2,293 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,947 2,281 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Private Wealth, LLC History No change 20,161 2,276 1.48% 1.48% 256 0 0.0% Q2 2026 Aug 13, 2026
Element Squared LLC History No change 21,775 2,263 1.13% 1.13% 257 0 0.0% Q2 2026 Jul 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 21,709 2,256 0.13% 0.13% 258 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 21,666 2,252 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Cornell Pochily Investment Advisors, Inc. History No change 21,406 2,225 0.6% 0.6% 260 0 0.0% Q2 2026 Jul 15, 2026
Wealth Enhancement Trust Services, Inc. History No change 21,001 2,220 0.24% 0.24% 261 0 0.0% Q3 2026 Oct 07, 2026
Stratos Wealth Partners, LTD. History No change 21,179 2,201 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 11, 2026
COOKSON PEIRCE & CO INC History No change 20,965 2,179 0.07% 0.07% 263 0 0.0% Q2 2026 Jul 23, 2026
Envestnet Portfolio Solutions, Inc. History No change 20,586 2,140 0.01% 0.01% 264 0 0.0% Q2 2026 Sep 23, 2026
WealthPLAN Partners, LLC History No change 20,550 2,136 0.41% 0.41% 265 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 20,483 2,129 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Advisors, LLC History No change 20,332 2,113 0.12% 0.12% 267 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 20,299 2,110 0.26% 0.26% 268 0 0.0% Q2 2026 Jul 14, 2026
Inspire Advisors, LLC History No change 19,777 2,056 0.14% 0.14% 269 0 0.0% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History No change 19,535 2,030 0.18% 0.18% 270 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 19,147 1,990 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 18,908 1,965 0.06% 0.06% 272 0 0.0% Q2 2026 Aug 05, 2026
Hilltop Holdings Inc. History No change 18,898 1,964 0.15% 0.15% 273 0 0.0% Q2 2026 Aug 13, 2026
Provident Wealth Management, LLC History No change 18,723 1,946 0.5% 0.5% 274 0 0.0% Q2 2026 Aug 04, 2026
Foguth Wealth Management, LLC. History No change 18,254 1,937 0.22% 0.22% 275 0 0.0% Q2 2026 Jul 21, 2026
Pekin Hardy Strauss, Inc. History No change 18,488 1,922 0.17% 0.17% 276 0 0.0% Q2 2026 Jul 30, 2026
ARQ WEALTH ADVISORS, LLC History No change 18,115 1,891 0.23% 0.23% 277 0 0.0% Q2 2026 Jul 24, 2026
Endowment Wealth Management, Inc. History No change 17,871 1,857 0.72% 0.72% 278 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 17,592 1,828 0.02% 0.02% 279 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 17,501 1,819 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 03, 2026
Federation des caisses Desjardins du Quebec History No change 17,190 1,787 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 16,875 1,754 0.03% 0.03% 282 0 0.0% Q2 2026 Aug 11, 2026
M3 Advisory Group, LLC History No change 16,624 1,728 0.9% 0.9% 283 0 0.0% Q2 2026 Jul 24, 2026
SENTINEL PENSION ADVISORS, LLC History No change 16,042 1,704 0.22% 0.22% 284 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 16,202 1,684 0.05% 0.05% 285 0 0.0% Q2 2026 Jul 09, 2026
SageView Advisory Group, LLC History No change 15,999 1,663 0.05% 0.05% 286 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 15,832 1,645 0.11% 0.11% 287 0 0.0% Q2 2026 Aug 11, 2026
Schorn Wealth LLC History No change 15,616 1,623 0.42% 0.42% 288 0 0.0% Q2 2026 Jul 31, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 15,606 1,622 0.08% 0.08% 289 0 0.0% Q2 2026 Jul 20, 2026
SIERRA OCEAN, LLC History No change 15,505 1,611 1.12% 1.12% 290 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 15,481 1,609 0.08% 0.08% 291 0 0.0% Q2 2026 Aug 04, 2026
WOLFF WIESE MAGANA LLC History No change 15,455 1,606 0.74% 0.74% 292 0 0.0% Q2 2026 Jul 13, 2026
Fortis Group Advisors, LLC History No change 15,369 1,597 0.26% 0.26% 293 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 15,143 1,573 0.03% 0.03% 294 0 0.0% Q2 2026 Jul 29, 2026
KINTRA WEALTH, LLC History No change 13,737 1,570 0.08% 0.08% 295 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 15,042 1,563 0.06% 0.06% 296 0 0.0% Q2 2026 Jul 27, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 15,013 1,560 0.35% 0.35% 297 0 0.0% Q2 2026 Aug 07, 2026
MADDEN SECURITIES Corp History No change 15,000 1,559 0.43% 0.43% 298 0 0.0% Q2 2026 Jul 24, 2026
World Investment Advisors History No change 16,098 1,557 0.03% 0.03% 299 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 14,710 1,554 0.04% 0.04% 300 0 0.0% Q2 2026 Jul 15, 2026
PKS Advisory Services, LLC History No change 14,757 1,534 0.24% 0.24% 301 0 0.0% Q2 2026 Aug 04, 2026
Mendel Money Management History No change 14,554 1,513 0.55% 0.55% 302 0 0.0% Q2 2026 Jul 30, 2026
Rollins Financial Advisors, LLC History No change 14,497 1,507 0.2% 0.2% 303 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 14,478 1,505 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 10, 2026
RCW Management, LLC History No change 14,233 1,479 1.33% 1.33% 305 0 0.0% Q2 2026 Jul 21, 2026
LEGACY SOLUTIONS, LLC History Reduced 13,548 1,432 1.09% 1.18% 306 -492 -3.5% Q3 2026 Oct 07, 2026
BROWN ADVISORY INC History No change 13,579 1,411 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
Pioneer Family Office, LLC History No change 13,475 1,400 0.72% 0.72% 308 0 0.0% Q2 2026 Jul 27, 2026
Soundwatch Capital LLC History No change 13,424 1,395 0.15% 0.15% 309 0 0.0% Q2 2026 Aug 13, 2026
Peck Wealth Management, LLC History No change 13,344 1,387 1.17% 1.17% 310 0 0.0% Q2 2026 Jul 31, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 13,272 1,379 0.71% 0.71% 311 0 0.0% Q2 2026 Jul 28, 2026
Rothschild Wealth LLC History No change 13,161 1,368 0.11% 0.11% 312 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 13,052 1,356 0.03% 0.03% 313 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 12,920 1,343 0.89% 0.89% 314 0 0.0% Q2 2026 Aug 05, 2026
Echo45 Advisors LLC History Reduced 12,564 1,328 0.61% 0.68% 315 -99 -0.78% Q3 2026 Oct 07, 2026
CreativeOne Wealth, LLC History No change 12,568 1,306 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 12,295 1,303 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 27, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Reduced 12,322 1,302 0.92% 1.0% 318 -780 -5.95% Q3 2026 Oct 07, 2026
WEDBUSH SECURITIES INC History No change 12,405 1,290 0.03% 0.03% 319 0 0.0% Q2 2026 Jul 28, 2026
Kinetic Wealth Investment Advisors LLC History No change 12,418 1,290 0.61% 0.61% 320 0 0.0% Q2 2026 Sep 02, 2026
Elevation Capital Advisory, LLC History No change 12,290 1,277 0.49% 0.49% 321 0 0.0% Q2 2026 Jul 27, 2026
Balance Wealth Partners LLC History No change 12,179 1,266 0.34% 0.34% 322 0 0.0% Q2 2026 Jul 21, 2026
Bawa N Mallick Trust History No change 12,013 1,248 0.4% 0.4% 323 0 0.0% Q2 2026 Aug 14, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 11,753 1,242 0.8% 0.86% 324 -1,826 -13.45% Q3 2026 Oct 07, 2026
AlphaStar Capital Management, LLC History No change 11,799 1,226 0.08% 0.08% 325 0 0.0% Q2 2026 Jul 30, 2026
HighPoint Advisor Group LLC History No change 11,778 1,224 0.04% 0.04% 326 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 11,734 1,219 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 11,682 1,214 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 11,634 1,209 0.09% 0.09% 329 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 11,502 1,195 0.19% 0.19% 330 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 11,457 1,191 0.13% 0.13% 331 0 0.0% Q2 2026 Jul 10, 2026
Perennial Investment Advisors, LLC History No change 11,356 1,180 0.08% 0.08% 332 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 11,327 1,177 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 10, 2026
WARNER FINANCIAL, INC History No change 11,238 1,168 0.34% 0.34% 334 0 0.0% Q2 2026 Jul 09, 2026
Heck Capital Advisors, LLC History No change 11,189 1,163 0.07% 0.07% 335 0 0.0% Q2 2026 Jul 10, 2026
Compass Advisory Group LLC History No change 11,025 1,146 0.27% 0.27% 336 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Group, LLC /NE/ History No change 11,019 1,145 0.71% 0.71% 337 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 10,798 1,123 0.3% 0.3% 338 0 0.0% Q2 2026 Jul 30, 2026
CRUX WEALTH ADVISORS History No change 10,731 1,115 0.39% 0.39% 339 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group History No change 10,621 1,104 0.07% 0.07% 340 0 0.0% Q2 2026 Jul 29, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 10,409 1,082 0.12% 0.12% 341 0 0.0% Q2 2026 Jul 09, 2026
Principle Wealth Partners LLC History No change 10,128 1,052 0.05% 0.05% 342 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 10,053 1,045 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 10,058 1,045 0.24% 0.24% 344 0 0.0% Q2 2026 Jul 08, 2026
Summit Trail Advisors, LLC History No change 9,942 1,033 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History No change 9,849 1,023 0.13% 0.13% 346 0 0.0% Q2 2026 Jul 24, 2026
Whipplewood Advisors, LLC History No change 9,736 1,012 0.68% 0.68% 347 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 9,706 1,009 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 20, 2026
PFG Investments, LLC History No change 9,681 1,006 0.04% 0.04% 349 0 0.0% Q2 2026 Jul 23, 2026
Root Financial Partners, LLC History No change 9,679 1,006 0.04% 0.04% 350 0 0.0% Q2 2026 Jul 29, 2026
Perigon Wealth Management, LLC History No change 9,651 1,003 0.02% 0.02% 351 0 0.0% Q2 2026 Aug 07, 2026
Garden State Investment Advisory Services LLC History No change 9,632 1,001 0.18% 0.18% 352 0 0.0% Q2 2026 Aug 11, 2026
BCS Wealth Management History No change 9,605 998 0.18% 0.18% 353 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 9,566 994 0.05% 0.05% 354 0 0.0% Q2 2026 Jul 23, 2026
WIMMER ASSOCIATES 1, LLC History No change 9,556 993 0.45% 0.45% 355 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 9,540 991 0.1% 0.1% 356 0 0.0% Q2 2026 Jul 17, 2026
Castle Rock Wealth Management, LLC History Reduced 9,128 987 0.19% 0.19% 357 -221 -2.36% Q3 2026 Oct 09, 2026
Ascent Advisors, LLC History No change 9,202 967 1.12% 1.12% 358 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 9,255 962 0.11% 0.11% 359 0 0.0% Q2 2026 Jul 27, 2026
Auxano Advisors, LLC History No change 9,250 961 0.18% 0.18% 360 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 9,239 960 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 29, 2026
Hunter Perkins Capital Management, LLC History No change 9,190 955 0.21% 0.21% 362 0 0.0% Q2 2026 Jul 16, 2026
FWG Holdings, LLC History No change 9,094 951 0.33% 0.33% 363 0 0.0% Q2 2026 Aug 13, 2026
Phraction Management LLC History No change 9,095 945 0.16% 0.16% 364 0 0.0% Q2 2026 Jul 20, 2026
Summit Wealth Partners, LLC History No change 9,026 938 0.13% 0.13% 365 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 9,006 936 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 8,957 931 0.06% 0.06% 367 0 0.0% Q2 2026 Aug 07, 2026
Kaydan Wealth Management, Inc. History No change 8,808 931 0.32% 0.28% 368 0 0.0% Q3 2026 Oct 08, 2026
Essex Financial Services, Inc. History No change 8,868 921 0.05% 0.05% 369 0 0.0% Q2 2026 Aug 10, 2026
COZAD ASSET MANAGEMENT INC History No change 8,771 911 0.06% 0.06% 370 0 0.0% Q2 2026 Aug 14, 2026
PEAK FINANCIAL ADVISORS LLC History No change 8,740 908 0.38% 0.38% 371 0 0.0% Q2 2026 Jul 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 8,706 905 0.03% 0.03% 372 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 8,742 900 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 20, 2026
Smart Money Group LLC History No change 8,650 899 0.23% 0.23% 374 0 0.0% Q2 2026 Jul 29, 2026
SK Wealth Management, LLC History No change 7,897 892 0.2% 0.2% 375 0 0.0% Q2 2026 Aug 11, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 8,535 887 0.23% 0.23% 376 0 0.0% Q2 2026 Jul 15, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 8,427 876 0.13% 0.13% 377 0 0.0% Q2 2026 Jul 14, 2026
FIRST COMMUNITY TRUST NA History No change 8,242 871 0.29% 0.39% 378 0 0.0% Q3 2026 Oct 07, 2026
PFG Advisors History No change 8,359 868 0.04% 0.04% 379 0 0.0% Q2 2026 Jul 16, 2026
SWMG, LLC History No change 8,208 868 0.2% 0.2% 380 0 0.0% Q2 2026 Jul 15, 2026
Ascension Capital Advisors, Inc. History No change 8,304 863 0.24% 0.24% 381 0 0.0% Q2 2026 Jul 27, 2026
COFG Advisors, LLC History No change 8,011 832 0.14% 0.14% 382 0 0.0% Q2 2026 Aug 14, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 7,934 824 0.21% 0.21% 383 0 0.0% Q2 2026 Jul 20, 2026
Realta Investment Advisors History No change 7,852 816 0.25% 0.25% 384 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Wealth Group, LLC History No change 7,834 814 0.05% 0.05% 385 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 7,569 786 0.06% 0.06% 386 0 0.0% Q2 2026 Sep 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,537 783 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 28, 2026
PCG Wealth Advisors, LLC History No change 7,411 770 0.17% 0.17% 388 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 7,318 760 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 7,235 752 0.24% 0.24% 390 0 0.0% Q2 2026 Jul 27, 2026
Vestmark Advisory Solutions, Inc. History No change 7,107 738 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 7,069 734 0.04% 0.04% 392 0 0.0% Q2 2026 Aug 14, 2026
Oliver Luxxe Assets LLC History No change 7,048 732 0.11% 0.11% 393 0 0.0% Q2 2026 Jul 09, 2026
Larson Financial Group LLC History No change 7,010 728 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 6,955 723 0.21% 0.21% 395 0 0.0% Q2 2026 Jul 24, 2026
OakTrust Wealth Advisors, LLC History No change 6,960 723 0.62% 0.62% 396 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 6,950 722 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 6,903 717 0.02% 0.02% 398 0 0.0% Q2 2026 Aug 03, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 6,879 715 0.28% 0.28% 399 0 0.0% Q2 2026 Jul 30, 2026
Valued Retirements, Inc. History No change 6,865 713 0.64% 0.64% 400 0 0.0% Q2 2026 Aug 13, 2026
John W. Brooker & Co., CPAs History No change 6,845 711 0.86% 0.86% 401 0 0.0% Q2 2026 Jul 20, 2026
Trademark Financial Management, LLC History No change 6,816 708 0.29% 0.29% 402 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 6,788 705 0.07% 0.07% 403 0 0.0% Q2 2026 Jul 29, 2026
Beckerman Institutional, LLC History No change 6,773 704 0.33% 0.33% 404 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 6,671 693 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 12, 2026
1620 INVESTMENT ADVISORS, INC. History No change 6,611 687 0.43% 0.43% 406 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Financial Partners, Inc. History No change 6,609 687 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 6,602 686 0.04% 0.04% 408 0 0.0% Q2 2026 Aug 04, 2026
Kapstone Financial Advisors LLC History No change 6,547 680 0.28% 0.28% 409 0 0.0% Q2 2026 Aug 07, 2026
Autumn Glory Partners, LLC History No change 6,540 679 0.19% 0.19% 410 0 0.0% Q2 2026 Aug 03, 2026
BlackRock, Inc. History No change 6,535 679 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 07, 2026
LexAurum Advisors, LLC History No change 6,485 674 0.08% 0.08% 412 0 0.0% Q2 2026 Jul 15, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,477 673 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 6,464 671 0.04% 0.04% 414 0 0.0% Q2 2026 Aug 12, 2026
Marshall Financial Group, LLC History No change 6,454 670 0.1% 0.1% 415 0 0.0% Q2 2026 Jul 17, 2026
Waldron Private Wealth LLC History No change 6,409 666 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 20, 2026
Moors & Cabot, Inc. History No change 6,402 665 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 6,319 656 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 20, 2026
ProVise Management Group, LLC History No change 6,281 652 0.04% 0.04% 419 0 0.0% Q2 2026 Aug 03, 2026
Financial Synergies Wealth Advisors, Inc. History No change 6,251 649 0.06% 0.06% 420 0 0.0% Q2 2026 Jul 17, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 6,181 642 0.14% 0.14% 421 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 6,084 632 0.09% 0.09% 422 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Financial Services, LLC History No change 6,023 626 0.08% 0.08% 423 0 0.0% Q2 2026 Jul 15, 2026
Rooted Wealth Advisors, Inc. History No change 6,022 626 0.15% 0.15% 424 0 0.0% Q2 2026 Jul 28, 2026
SAX WEALTH ADVISORS, LLC History No change 6,455 624 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 09, 2026
NORTHERN TRUST CORP History No change 5,996 623 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 6,000 623 0.06% 0.06% 427 0 0.0% Q2 2026 Jul 22, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 5,963 619 0.04% 0.04% 428 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,944 617 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 17, 2026
Box Hill Private Wealth LLC History New 5,757 608 0.44% — 430 +5,757 New Q3 2026 Oct 05, 2026
Dash Acquisitions Inc. History No change 5,329 601 0.12% 0.12% 431 0 0.0% Q2 2026 Aug 13, 2026
Resurgent Financial Advisors LLC History No change 5,729 595 0.17% 0.17% 432 0 0.0% Q2 2026 Aug 14, 2026
Todd Wealth Management, LLC History No change 5,728 595 0.45% 0.45% 433 0 0.0% Q2 2026 Oct 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,693 591 0.02% 0.02% 434 0 0.0% Q2 2026 Jul 31, 2026
Blossom Wealth Management History No change 5,662 588 0.83% 0.83% 435 0 0.0% Q2 2026 Jul 24, 2026
Wilkerson Advisory Group LLC History No change 5,662 588 0.18% 0.18% 436 0 0.0% Q2 2026 Jul 21, 2026
DEUTSCHE BANK AG\ History No change 5,567 578 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 07, 2026
Glassy Mountain Advisors, Inc. History No change 5,513 573 0.16% 0.16% 438 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 5,509 572 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
Western Pacific Wealth Management, LP History No change 5,506 572 0.52% 0.52% 440 0 0.0% Q2 2026 Aug 07, 2026
Vision Capital Management, Inc. History No change 5,453 566 0.06% 0.06% 441 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 5,397 561 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 5,340 555 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History No change 5,215 551 0.03% 0.03% 444 0 0.0% Q3 2026 Oct 06, 2026
Lotus Asset Management LLC History No change 5,301 551 0.49% 0.49% 445 0 0.0% Q2 2026 Sep 09, 2026
CIBC WORLD MARKET INC. History No change 5,283 549 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 5,270 547 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 14, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 5,226 543 0.1% 0.1% 448 0 0.0% Q2 2026 Aug 14, 2026
Southland Equity Partners LLC History No change 5,220 542 0.09% 0.09% 449 0 0.0% Q2 2026 Jul 13, 2026
HUNTINGTON NATIONAL BANK History No change 5,203 540 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 13, 2026
TFR Capital, LLC. History No change 5,192 539 0.15% 0.15% 451 0 0.0% Q2 2026 Aug 06, 2026
ATX Financial Planning, LLC History No change 5,138 534 0.35% 0.35% 452 0 0.0% Q2 2026 Aug 20, 2026
Dorato Capital Management History Reduced 4,931 530 0.35% 0.38% 453 -324 -6.17% Q3 2026 Oct 08, 2026
Smith Thornton Advisors LLC History No change 4,968 528 0.23% 0.23% 454 0 0.0% Q2 2026 Jul 14, 2026
Merkkuri Wealth Advisors LLC History No change 5,081 528 0.33% 0.33% 455 0 0.0% Q2 2026 Jul 27, 2026
Oak Barrel Wealth Advisory LLC History No change 5,043 524 0.23% 0.23% 456 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 5,031 523 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 4,963 515 0.05% 0.05% 458 0 0.0% Q2 2026 Jul 24, 2026
Able Wealth Management LLC History No change 4,947 514 0.12% 0.12% 459 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 5,099 512 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 4,918 511 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 03, 2026
Holos Integrated Wealth LLC History No change 4,802 509 0.24% 0.24% 462 0 0.0% Q2 2026 Jul 15, 2026
Maridea Wealth Management LLC History No change 4,894 508 0.05% 0.05% 463 0 0.0% Q2 2026 Aug 06, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 4,876 506 0.12% 0.12% 464 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 4,827 501 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 4,824 501 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 4,823 501 0.28% 0.28% 467 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 4,714 490 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 11, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 4,693 487 0.29% 0.29% 469 0 0.0% Q2 2026 Jul 21, 2026
MEMBERS WEALTH LLC History No change 4,678 486 0.27% 0.27% 470 0 0.0% Q2 2026 Jul 09, 2026
Fortis Capital Management LLC History No change 4,666 485 0.05% 0.05% 471 0 0.0% Q2 2026 Aug 12, 2026
Princeton Global Asset Management LLC History No change 4,589 477 0.07% 0.07% 472 0 0.0% Q2 2026 Jul 16, 2026
Anson Capital, Inc. History No change 4,569 475 0.31% 0.31% 473 0 0.0% Q2 2026 Jul 29, 2026
Quad-Cities Investment Group, LLC History No change 4,507 468 0.17% 0.17% 474 0 0.0% Q2 2026 Jul 07, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 4,477 465 0.13% 0.13% 475 0 0.0% Q2 2026 Jul 24, 2026
Whelan Financial History No change 4,474 465 0.13% 0.13% 476 0 0.0% Q2 2026 Jul 24, 2026
WELCH & FORBES LLC History No change 4,464 464 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 30, 2026
Family Capital Management, Inc. History No change 4,451 462 0.18% 0.18% 478 0 0.0% Q2 2026 Jul 31, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,439 461 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History No change 4,419 459 0.07% 0.07% 480 0 0.0% Q2 2026 Aug 06, 2026
LANDAAS & CO /WI /ADV History No change 4,400 457 0.08% 0.08% 481 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Advisory Services, LLC History No change 4,402 457 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,380 455 0.05% 0.05% 483 0 0.0% Q2 2026 Jul 16, 2026
Stirlingshire Investments, Inc. History No change 4,335 450 0.33% 0.33% 484 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,293 446 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 28, 2026
Ducere Wealth Management LLC History No change 4,247 441 0.13% 0.13% 486 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA SECURITIES, LLC History No change 4,128 429 0.04% 0.04% 487 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 4,119 428 0.09% 0.09% 488 0 0.0% Q2 2026 Jul 24, 2026
Legacy Financial Strategies, LLC History No change 4,111 427 0.07% 0.07% 489 0 0.0% Q2 2026 Jul 21, 2026
Simplicity Wealth,LLC History No change 4,086 424 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 06, 2026
Stiles Financial Services Inc History No change 4,060 422 0.11% 0.11% 491 0 0.0% Q2 2026 Aug 12, 2026
IPG Investment Advisors LLC History No change 3,986 414 0.06% 0.06% 492 0 0.0% Q2 2026 Aug 12, 2026
Accelerate Investment Advisors LLC History No change 3,940 409 0.23% 0.23% 493 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 3,923 407 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 3,906 406 0.01% 0.01% 495 0 0.0% Q2 2026 Jul 31, 2026
Elmwood Wealth Management, Inc. History No change 3,833 398 0.1% 0.1% 496 0 0.0% Q2 2026 Jul 07, 2026
NovaPoint Capital, LLC History No change 3,824 397 0.08% 0.08% 497 0 0.0% Q2 2026 Aug 06, 2026
FAS Wealth Partners, Inc. History No change 3,803 395 0.02% 0.02% 498 0 0.0% Q2 2026 Jul 29, 2026
Westview Management dba Westview Investment Advisors History No change 3,751 389 0.19% 0.19% 499 0 0.0% Q2 2026 Jul 31, 2026
SEI INVESTMENTS CO History No change 3,740 388 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 14, 2026
BANK OF HAWAII History No change 3,634 377 0.02% 0.02% 501 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 3,627 377 0.05% 0.05% 502 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 3,621 376 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,588 373 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 03, 2026
Triad Wealth Partners, LLC History No change 3,380 370 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 10, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 3,553 369 0.09% 0.09% 506 0 0.0% Q2 2026 Jul 09, 2026
360 Financial, Inc. History No change 3,543 368 0.09% 0.09% 507 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 3,535 367 0.03% 0.03% 508 0 0.0% Q2 2026 Jul 28, 2026
Collaborative Wealth Managment Inc. History No change 3,512 365 0.15% 0.15% 509 0 0.0% Q2 2026 Aug 05, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,338 364 0.04% 0.04% 510 0 0.0% Q2 2026 Aug 12, 2026
Fairscale Capital, LLC History No change 3,490 362 0.22% 0.22% 511 0 0.0% Q2 2026 Aug 07, 2026
Guardian Capital, LLC History No change 3,491 362 0.3% 0.3% 512 0 0.0% Q2 2026 Aug 07, 2026
Signal Advisors Wealth, LLC History No change 3,438 357 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 04, 2026
Aventura Private Wealth, LLC History No change 3,426 356 0.11% 0.11% 514 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 3,424 355 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 21, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,406 354 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 31, 2026
Clare Market Investments LLC History No change 3,329 346 0.06% 0.06% 517 0 0.0% Q2 2026 Jul 27, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 3,316 344 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 16, 2026
FIRST TRUST ADVISORS LP History No change 3,313 344 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 11, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 3,307 344 0.22% 0.22% 520 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,292 342 0.0% 0.0% 521 0 0.0% Q2 2026 Sep 23, 2026
Westend Capital Management, LLC History No change 3,277 340 0.08% 0.08% 522 0 0.0% Q2 2026 Aug 07, 2026
True North Advisors, LLC History No change 3,242 337 0.03% 0.03% 523 0 0.0% Q2 2026 Jul 22, 2026
Destiny Wealth Partners, LLC History No change 3,050 329 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 07, 2026
NavPoint Financial, Inc. History No change 3,163 328 0.12% 0.12% 525 0 0.0% Q2 2026 Jul 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 3,077 325 0.02% 0.03% 526 -855 -21.74% Q3 2026 Oct 08, 2026
Navis Wealth Advisors, LLC History No change 3,111 323 0.12% 0.12% 527 0 0.0% Q2 2026 Aug 14, 2026
Winter & Associates, Inc. History No change 3,100 322 0.24% 0.24% 528 0 0.0% Q2 2026 Jul 09, 2026
Parallel Advisors, LLC History No change 3,088 321 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 05, 2026
Almanack Investment Partners, LLC. History No change 3,063 318 0.04% 0.04% 530 0 0.0% Q2 2026 Jul 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,030 315 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 3,039 315 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 06, 2026
Baron Wealth Management LLC History No change 3,025 314 0.08% 0.08% 533 0 0.0% Q2 2026 Jul 07, 2026
Barnett & Company, Inc. History No change 2,951 306 0.23% 0.23% 534 0 0.0% Q2 2026 Aug 12, 2026
Bay Capital Advisors, LLC History No change 2,940 305 0.16% 0.16% 535 0 0.0% Q2 2026 Jul 21, 2026
Atlas Brown,Inc. History Reduced 2,880 304 0.08% 0.09% 536 -251 -8.02% Q3 2026 Oct 09, 2026
One Capital Management, LLC History No change 3,143 303 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 2,881 299 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 11, 2026
Piedmont Capital Management, LLC History No change 2,820 297 0.15% 0.15% 539 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 2,758 297 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 29, 2026
New Insight Wealth Advisors History No change 2,852 296 0.09% 0.09% 541 0 0.0% Q2 2026 Jul 27, 2026
LM Advisors LLC History No change 2,842 295 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 12, 2026
CapWealth Advisors, LLC History No change 2,786 294 0.02% 0.02% 543 0 0.0% Q3 2026 Oct 05, 2026
TRITONPOINT WEALTH, LLC History No change 2,823 293 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 2,823 293 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 2,812 292 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 24, 2026
Red Mountain Financial, LLC History No change 2,815 292 0.24% 0.24% 547 0 0.0% Q2 2026 Jul 21, 2026
Clarus Group, Inc. History No change 2,805 291 0.1% 0.1% 548 0 0.0% Q2 2026 Jul 24, 2026
Madden Advisory Services, Inc. History No change 2,741 285 0.1% 0.1% 549 0 0.0% Q2 2026 Aug 04, 2026
Bell Bank History No change 2,734 284 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 2,716 282 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 12, 2026
Advisors Capital Management, LLC History No change 2,707 281 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 11, 2026
Roble, Belko & Company, Inc History No change 2,700 281 0.03% 0.03% 553 0 0.0% Q2 2026 Jul 24, 2026
Sovereign Financial Group, Inc. History No change 2,703 281 0.04% 0.04% 554 0 0.0% Q2 2026 Jul 24, 2026
Ketron Financial History No change 2,705 281 0.09% 0.09% 555 0 0.0% Q2 2026 Aug 05, 2026
CULBERTSON A N & CO INC History No change 2,701 280 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 29, 2026
GatePass Capital, LLC History No change 2,699 280 0.11% 0.11% 557 0 0.0% Q2 2026 Jul 30, 2026
Pure Financial Advisors, LLC History No change 2,683 278 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 2,649 275 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 15, 2026
DAVIS R M INC History No change 2,620 272 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 2,625 272 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 30, 2026
Caprock Group, LLC History No change 2,603 270 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 27, 2026
Sensible Money, LLC History No change 2,589 269 0.07% 0.07% 563 0 0.0% Q2 2026 Jul 30, 2026
Sowell Financial Services LLC History No change 2,554 265 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 17, 2026
Capital Analysts, LLC History No change 2,542 264 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,455 255 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 12, 2026
FIRST AMERICAN TRUST, FSB History No change 2,456 255 0.02% 0.02% 567 0 0.0% Q2 2026 Aug 10, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,458 255 0.05% 0.05% 568 0 0.0% Q2 2026 Jul 21, 2026
Claro Advisors Inc. History No change 2,441 253 0.03% 0.03% 569 0 0.0% Q2 2026 Jul 30, 2026
Legacy Capital Wealth Partners, LLC History No change 2,435 253 0.05% 0.05% 570 0 0.0% Q2 2026 Aug 12, 2026
WADDELL & ASSOCIATES, LLC History No change 2,435 253 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 15, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 2,399 249 0.24% 0.24% 572 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 2,386 248 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
Emergent Wealth Advisors, LLC History No change 2,319 245 0.13% 0.13% 574 0 0.0% Q3 2026 Oct 08, 2026
Portside Wealth Group, LLC History No change 2,363 245 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 14, 2026
Lifeworks Advisors, LLC History No change 2,356 244 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 2,343 243 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,271 241 0.06% 0.06% 578 0 0.0% Q2 2026 Aug 06, 2026
Snowden Capital Advisors LLC History No change 2,323 241 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Advisory Services LLC History No change 2,311 240 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 2,301 239 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 04, 2026
American Financial Advisors, LLC History No change 2,271 236 0.03% 0.03% 582 0 0.0% Q2 2026 Jul 14, 2026
Dynamic Advisor Solutions LLC History No change 2,267 235 0.01% 0.01% 583 0 0.0% Q2 2026 Jul 07, 2026
Texas Yale Capital Corp. History No change 2,250 233 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 12, 2026
BALLAST ADVISORS LLC History No change 2,248 233 0.06% 0.06% 585 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 2,233 232 0.02% 0.02% 586 0 0.0% Q2 2026 Sep 04, 2026
Saxony Capital Management, LLC History No change 2,236 232 0.11% 0.11% 587 0 0.0% Q2 2026 Jul 15, 2026
Traction Financial Partners, LLC History No change 2,223 231 0.12% 0.12% 588 0 0.0% Q2 2026 Aug 13, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 2,210 229 0.11% 0.11% 589 0 0.0% Q2 2026 Aug 14, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 2,201 228 0.05% 0.05% 590 0 0.0% Q2 2026 Jul 10, 2026
Proficio Capital Partners LLC History No change 2,200 228 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 2,200 228 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 06, 2026
MSH Capital Advisors LLC History No change 2,198 228 0.04% 0.04% 593 0 0.0% Q2 2026 Aug 10, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 2,149 227 0.02% 0.02% 594 -180 -7.73% Q3 2026 Oct 09, 2026
CFO4Life Group, LLC History No change 2,166 225 0.03% 0.03% 595 0 0.0% Q2 2026 Aug 12, 2026
Trilogy Capital Inc. History No change 2,162 224 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 02, 2026
Sonoma Allocations LLC History No change 2,125 224 0.07% 0.07% 597 0 0.0% Q2 2026 Jul 08, 2026
Prime Capital Investment Advisors, LLC History No change 2,145 222 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 05, 2026
Matthew Goff Investment Advisor, LLC History No change 2,115 219 0.04% 0.04% 599 0 0.0% Q2 2026 Jul 07, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 2,066 219 0.06% 0.06% 600 0 0.0% Q3 2026 Oct 09, 2026
Diversify Advisory Services, LLC History No change 2,056 218 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,056 218 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 29, 2026
Alchemi Wealth, LLC History No change 2,100 218 0.1% 0.1% 603 0 0.0% Q2 2026 Jul 29, 2026
Freestone Capital Holdings, LLC History No change 2,075 215 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 31, 2026
Arrowroot Family Office, LLC History No change 2,076 215 0.06% 0.06% 605 0 0.0% Q2 2026 Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,062 214 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 10, 2026
Lynx Investment Advisory History No change 2,043 212 0.07% 0.07% 607 0 0.0% Q2 2026 Jul 27, 2026
Unified Investment Management History No change 2,044 212 0.2% 0.2% 608 0 0.0% Q2 2026 Jul 27, 2026
Medallion Wealth Advisors, LLC History No change 2,046 212 0.07% 0.07% 609 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,036 211 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 07, 2026
Phoenix Financial Ltd. History No change 2,030 211 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 11, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 2,036 211 0.01% 0.01% 612 0 0.0% Q2 2026 Jul 24, 2026
Wolff Financial Management LLC History No change 2,029 210 0.04% 0.04% 613 0 0.0% Q2 2026 Jul 16, 2026
Landmark Wealth Management, LLC History No change 2,012 209 0.05% 0.05% 614 0 0.0% Q2 2026 Aug 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 2,000 207 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 2,000 207 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 11, 2026
Granite Bay Wealth Management, LLC History No change 1,932 201 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 1,921 201 0.04% 0.04% 618 0 0.0% Q2 2026 Jul 09, 2026
Sloy Dahl & Holst, LLC History No change 1,925 200 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 1,900 197 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 1,862 193 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 1,796 186 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 1,666 173 0.05% 0.05% 623 0 0.0% Q2 2026 Aug 03, 2026
Key FInancial Inc History No change 1,661 172 0.03% 0.03% 624 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,581 164 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 1,582 164 0.07% 0.07% 626 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 1,520 158 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 10, 2026
Nalls Sherbakoff Group, LLC History No change 1,500 155 0.11% 0.11% 628 0 0.0% Q2 2026 Aug 17, 2026
Hilton Head Capital Partners, LLC History No change 1,500 155 0.08% 0.08% 629 0 0.0% Q2 2026 Jul 27, 2026
BARD ASSOCIATES INC History No change 1,472 153 0.03% 0.03% 630 0 0.0% Q2 2026 Aug 11, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,400 145 0.03% 0.03% 631 0 0.0% Q2 2026 Jul 21, 2026
Spire Wealth Management History No change 1,296 134 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 15, 2026
CoreCap Advisors, LLC History Reduced 1,227 129 0.0% 0.0% 633 -144 -10.5% Q3 2026 Oct 08, 2026
PITTENGER & ANDERSON INC History No change 1,200 124 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 27, 2026
Avalon Trust Co History No change 1,100 114 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 06, 2026
Millstone Evans Group, LLC History No change 1,093 113 0.06% 0.06% 636 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ADVISERS INC History No change 1,074 111 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 1,039 108 0.02% 0.02% 638 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 1,015 107 0.0% 0.0% 639 +785 341.3% Q3 2026 Oct 08, 2026
PRUDENTIAL PLC History No change 1,000 103 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 889 92 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 23, 2026
BAYBAN History No change 860 89 0.07% 0.07% 642 0 0.0% Q2 2026 Jul 30, 2026
Minot DeBlois Advisors LLC History No change 850 88 0.08% 0.08% 643 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 854 88 0.02% 0.02% 644 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 832 86 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 04, 2026
Hoese & Co LLP History No change 833 86 0.06% 0.06% 646 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 836 86 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 742 77 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 12, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 726 75 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 714 74 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 700 72 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 679 70 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 667 69 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 06, 2026
Institute for Wealth Management, LLC. History No change 644 66 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 28, 2026
Banque Transatlantique SA History No change 629 65 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 30, 2026
Cape Investment Advisory, Inc. History No change 620 64 0.02% 0.02% 656 0 0.0% Q2 2026 Jul 23, 2026
BARCLAYS PLC History No change 606 63 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 600 62 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 590 61 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 05, 2026
Key Capital Management, INC History No change 596 61 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Wealth Advisory Group, LLC History No change 542 56 0.02% 0.02% 661 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 535 55 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 534 55 0.02% 0.02% 663 0 0.0% Q2 2026 Jul 30, 2026
Hartford Financial Management Inc. History No change 513 53 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 494 51 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 27, 2026
Turtle Creek Wealth Advisors, LLC History No change 500 51 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 481 50 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 28, 2026
Rosenberg Matthew Hamilton History No change 458 48 0.01% 0.01% 668 0 0.0% Q3 2026 Oct 05, 2026
Russell Investments Group, Ltd. History No change 444 46 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 06, 2026
GODSEY & GIBB, INC History No change 427 44 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 13, 2026
Centerpoint Advisors, LLC History No change 402 42 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 405 42 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 398 41 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 382 39 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 07, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 368 38 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 342 35 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 335 34 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 326 33 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 10, 2026
Dunhill Financial, LLC History No change 324 33 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 315 32 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 07, 2026
Pflug Koory, LLC History No change 313 32 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 21, 2026
Trust Co History No change 287 30 0.0% 0.0% 682 0 0.0% Q3 2026 Oct 09, 2026
Physician Wealth Advisors, Inc. History No change 290 30 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 20, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 290 30 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 14, 2026
Decker Retirement Planning Inc. History No change 283 29 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 16, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 282 29 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 267 27 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 250 25 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 06, 2026
Cranbrook Wealth Management, LLC History No change 222 23 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 06, 2026
Rossmore Private Capital History No change 225 23 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History No change 213 22 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 22, 2026
Cherry Tree Wealth Management, LLC History No change 209 21 0.0% 0.0% 692 0 0.0% Q2 2026 Sep 15, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 200 20 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 16, 2026
Independence Bank of Kentucky History No change 196 20 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 196 20 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 28, 2026
Glen Eagle Advisors, LLC History No change 201 20 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 14, 2026
Glassman Wealth Services History No change 184 19 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 05, 2026
Nemes Rush Group LLC History No change 188 19 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 169 17 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 31, 2026
Tower View Wealth Management LLC History No change 160 16 0.01% 0.01% 700 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 159 16 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 138 14 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 04, 2026
Tidemark, LLC History No change 129 13 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 125 12 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 10, 2026
Blue Trust, Inc. History No change 114 11 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 21, 2026
GK Wealth Management LLC History New 103 10 0.01% — 708 +103 New Q3 2026 Oct 09, 2026
Collier Financial History No change 106 10 0.01% 0.01% 706 0 0.0% Q2 2026 Jul 30, 2026
Markowski Investments History No change 100 10 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History No change 73 8 0.0% 0.0% 709 0 0.0% Q3 2026 Oct 02, 2026
Archer Investment Corp History No change 83 8 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 85 8 0.0% 0.0% 711 0 0.0% Q3 2026 Oct 07, 2026
Cornerstone National Bank & Trust Co History No change 77 8 0.0% 0.0% 712 0 0.0% Q2 2026 Jul 21, 2026
ARMSTRONG ADVISORY GROUP, INC History New 72 7 0.0% — 716 +72 New Q3 2026 Oct 09, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 75 7 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 07, 2026
VAN ECK ASSOCIATES CORP History No change 74 7 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 69 7 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 65 6 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 21, 2026
Gleason Group, Inc. History No change 50 5 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 45 4 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 08, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 41 4 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 15, 2026
Signature Equity Partners, LLC History No change 43 4 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 30, 2026
Midway Capital Research & Management History No change 40 4 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 13, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 39 4 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 05, 2026
HM PAYSON & CO History No change 33 3 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 17, 2026
Crews Bank & Trust History No change 21 2 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 16, 2026
Tradewinds Capital Management, LLC History No change 12 1 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 16 1 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 18 1 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 11, 2026
Bullock Wealth Management Group History No change 13 1 0.0% 0.0% 729 0 0.0% Q3 2026 Oct 09, 2026
First Heartland Consultants, Inc. History Closed out 0 0 — 0.02% — -2,526 -100.0% Q3 2026 Oct 08, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 1 0 — 0.0% — -195 -99.49% Q3 2026 Oct 09, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -130 -100.0% Q3 2026 Oct 01, 2026
ALERUS FINANCIAL NA History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
MATHER GROUP, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Orion Capital Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Basepoint Wealth LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026