iSHARES TRUST - MTUM

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
MERCER GLOBAL ADVISORS INC /ADV History No change 8,117,410 2,782,891 3.44% 3.44% 1 0 0.0% Q2 2026 Aug 19, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,899,452 2,708,167 0.64% 0.64% 2 0 0.0% Q2 2026 Sep 23, 2026
FMR LLC History No change 5,705,939 1,956,167 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,386,000 1,160,822 0.26% 0.26% 4 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,375,616 1,157,262 0.31% 0.31% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,708,782 928,652 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
Encompass Capital Advisors LLC History No change 1,437,500 492,818 17.53% 17.53% 7 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 1,409,680 483,280 5.06% 5.06% 8 0 0.0% Q2 2026 Jul 21, 2026
AMERIPRISE FINANCIAL INC History No change 1,333,850 457,933 0.09% 0.09% 9 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,319,411 452,333 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 1,301,990 446,361 1.98% 1.98% 11 0 0.0% Q2 2026 Jul 30, 2026
BlackRock, Inc. History No change 1,252,332 429,336 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 1,140,605 391,033 0.67% 0.67% 13 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 1,099,673 377,001 0.46% 0.46% 14 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,086,149 372,364 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 1,000,000 342,830 2.54% 2.54% 16 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,003,960 337,330 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 931,613 319,384 4.66% 4.66% 18 0 0.0% Q2 2026 Jul 14, 2026
BANK OF MONTREAL /CAN/ History No change 901,500 309,061 0.1% 0.1% 19 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 860,379 294,963 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 841,406 288,459 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 830,205 284,619 0.58% 0.58% 22 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 811,500 278,206 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 13, 2026
Orgel Wealth Management, LLC History No change 672,724 230,630 4.37% 4.37% 24 0 0.0% Q2 2026 Jul 13, 2026
PARK AVENUE SECURITIES LLC History No change 639,938 219,390 1.37% 1.37% 25 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 637,867 218,679 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 601,953 206,367 0.02% 0.02% 27 0 0.0% Q2 2026 Sep 02, 2026
Cetera Investment Advisers History No change 603,118 204,323 0.19% 0.19% 28 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 607,622 195,514 0.33% 0.33% 29 0 0.0% Q2 2026 Jul 15, 2026
Envestnet Portfolio Solutions, Inc. History No change 548,612 188,080 0.9% 0.9% 30 0 0.0% Q2 2026 Sep 23, 2026
Janney Montgomery Scott LLC History No change 499,697 171,311 0.33% 0.33% 31 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 491,288 168,428 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 483,302 165,690 0.14% 0.14% 33 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 467,786 160,371 0.08% 0.08% 34 0 0.0% Q2 2026 Aug 07, 2026
Symmetry Partners, LLC History No change 426,885 146,349 7.46% 7.46% 35 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 413,948 141,141 0.41% 0.41% 36 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 391,288 134,145 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Balentine LLC History No change 380,266 130,366 4.63% 4.63% 38 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 372,327 127,644 0.19% 0.19% 39 0 0.0% Q2 2026 Aug 13, 2026
Arizona PSPRS Trust History No change 361,757 124,021 4.62% 4.62% 40 0 0.0% Q2 2026 Aug 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 352,034 120,687 1.24% 1.24% 41 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 346,128 118,663 0.16% 0.16% 42 0 0.0% Q2 2026 Aug 27, 2026
OSAIC HOLDINGS, INC. History No change 344,387 118,194 0.14% 0.14% 43 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 342,136 117,294 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 337,175 115,593 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 335,012 114,853 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 328,191 112,513 0.95% 0.95% 47 0 0.0% Q2 2026 Aug 06, 2026
High Probability Advisors, LLC History No change 322,023 110,399 11.81% 11.81% 48 0 0.0% Q2 2026 Jul 13, 2026
NewEdge Advisors, LLC History No change 317,902 108,986 0.32% 0.32% 49 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 299,827 102,789 0.13% 0.13% 50 0 0.0% Q2 2026 Jul 29, 2026
Foster Group, Inc. History No change 287,607 98,600 2.62% 2.62% 51 0 0.0% Q2 2026 Jul 07, 2026
Oribel Capital Management, LP History No change 286,400 98,186 2.98% 2.98% 52 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 274,471 94,096 0.57% 0.57% 53 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 230,444 75,064 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 212,113 72,718 2.52% 2.52% 55 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 209,542 71,837 0.17% 0.17% 56 0 0.0% Q2 2026 Jul 27, 2026
Strategic Financial Services, Inc. History No change 206,900 70,931 3.11% 3.11% 57 0 0.0% Q2 2026 Aug 24, 2026
Armbruster Capital Management, Inc. History No change 206,320 70,732 10.54% 10.54% 58 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 205,348 70,399 0.33% 0.33% 59 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 200,000 68,566 0.1% 0.1% 60 0 0.0% Q2 2026 Aug 13, 2026
AdvisorShares Investments LLC History No change 194,494 66,678 8.05% 8.05% 61 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 192,185 65,886 1.33% 1.33% 62 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 183,285 62,835 0.21% 0.21% 63 0 0.0% Q2 2026 Jul 28, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 181,964 62,382 0.44% 0.44% 64 0 0.0% Q2 2026 Aug 10, 2026
Kathmere Capital Management, LLC History No change 181,563 62,245 3.29% 3.29% 65 0 0.0% Q2 2026 Jul 29, 2026
MILLENNIUM MANAGEMENT LLC History No change 178,179 61,085 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 166,581 57,161 0.31% 0.31% 67 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 162,354 55,660 0.09% 0.09% 68 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Wealth Management Group History No change 159,211 54,582 9.56% 9.56% 69 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 156,329 53,594 0.35% 0.35% 70 0 0.0% Q2 2026 Sep 08, 2026
Advocacy Wealth Management, LLC History No change 150,686 51,659 1.88% 1.88% 71 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 142,374 48,651 0.08% 0.08% 72 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 140,944 48,319 0.48% 0.48% 73 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 138,812 47,588 0.06% 0.06% 74 0 0.0% Q2 2026 Jul 28, 2026
Acropolis Investment Management, LLC History No change 137,797 47,241 1.86% 1.86% 75 0 0.0% Q2 2026 Jul 16, 2026
Mullooly Asset Management, Inc. History No change 134,087 45,972 14.15% 14.15% 76 0 0.0% Q2 2026 Aug 05, 2026
1900 WEALTH MANAGEMENT LLC History No change 132,103 45,288 2.52% 2.52% 77 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 131,871 45,209 0.21% 0.21% 78 0 0.0% Q2 2026 Aug 18, 2026
Stonehearth Capital Management, LLC History No change 116,926 40,085 13.68% 13.68% 79 0 0.0% Q2 2026 Jul 07, 2026
M&T BANK CORP History No change 113,665 38,967 0.11% 0.11% 80 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 113,255 38,827 0.41% 0.41% 81 0 0.0% Q2 2026 Aug 03, 2026
Savvy Advisors, Inc. History No change 113,097 38,773 0.82% 0.82% 82 0 0.0% Q2 2026 Aug 03, 2026
Kestra Advisory Services, LLC History No change 112,880 38,698 0.12% 0.12% 83 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 111,711 38,297 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History No change 121,579 37,986 0.54% 0.54% 85 0 0.0% Q2 2026 Jul 08, 2026
PEAK6 LLC History No change 110,002 37,711 0.08% 0.08% 86 0 0.0% Q2 2026 Aug 12, 2026
Journey Advisory Group, LLC History No change 108,657 37,250 2.85% 2.85% 87 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 105,428 36,143 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 104,732 35,905 0.1% 0.1% 89 0 0.0% Q2 2026 Aug 07, 2026
Convergence Financial, LLC History No change 104,086 35,685 2.84% 2.84% 90 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 103,852 35,603 0.18% 0.18% 91 0 0.0% Q2 2026 Jul 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 102,412 35,109 0.75% 0.75% 92 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 102,369 35,095 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 99,639 34,159 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 98,112 33,635 0.18% 0.18% 95 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 96,996 33,253 0.38% 0.38% 96 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 96,754 33,170 0.15% 0.15% 97 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 91,250 31,283 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 13, 2026
Trinity Wealth Management, LLC History No change 89,744 30,766 9.76% 9.76% 99 0 0.0% Q2 2026 Jul 07, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 89,724 30,759 5.96% 5.96% 100 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 89,037 30,524 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 87,445 29,978 0.26% 0.26% 102 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 83,121 28,496 0.22% 0.22% 103 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 82,495 28,281 0.13% 0.13% 104 0 0.0% Q2 2026 Jul 27, 2026
Invst, LLC History No change 81,852 28,061 2.74% 2.74% 105 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 77,807 26,674 3.92% 3.92% 106 0 0.0% Q2 2026 Aug 06, 2026
Waratah Capital Advisors Ltd. History No change 75,000 25,712 0.87% 0.87% 107 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 74,194 25,436 1.26% 1.26% 108 0 0.0% Q2 2026 Jul 20, 2026
Glenview Trust Co History No change 73,959 25,355 0.35% 0.35% 109 0 0.0% Q2 2026 Aug 18, 2026
Straight Path Wealth Management History No change 71,699 24,580 5.75% 5.75% 110 0 0.0% Q2 2026 Jul 27, 2026
SteelPeak Wealth, LLC History No change 71,207 24,411 0.63% 0.63% 111 0 0.0% Q2 2026 Jul 13, 2026
Creative Planning History No change 68,617 23,523 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 68,603 23,519 0.27% 0.27% 113 0 0.0% Q2 2026 Aug 12, 2026
Icon Wealth Advisors, LLC History No change 67,815 23,249 1.4% 1.4% 114 0 0.0% Q2 2026 Aug 05, 2026
Belvedere Trading LLC History No change 66,243 22,710 0.03% 0.03% 115 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 65,460 22,441 0.11% 0.11% 116 0 0.0% Q2 2026 Aug 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 64,414 22,083 0.34% 0.34% 117 0 0.0% Q2 2026 Aug 03, 2026
Parker Investment Management, LLC History No change 63,303 21,702 1.66% 1.66% 118 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History No change 63,196 21,665 2.51% 2.51% 119 0 0.0% Q2 2026 Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 62,738 21,508 1.09% 1.09% 120 0 0.0% Q2 2026 Aug 11, 2026
CFO4Life Group, LLC History No change 60,583 20,769 2.8% 2.8% 121 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 59,470 20,387 0.12% 0.12% 122 0 0.0% Q2 2026 Aug 14, 2026
CPC Advisors, LLC History No change 58,859 20,178 2.72% 2.72% 123 0 0.0% Q2 2026 Jul 24, 2026
Prime Capital Investment Advisors, LLC History No change 57,156 19,594 0.19% 0.19% 124 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 56,748 19,454 0.28% 0.28% 125 0 0.0% Q2 2026 Aug 11, 2026
Nan Shan Life Insurance Co., Ltd. History No change 54,183 18,575 0.58% 0.58% 126 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Group, LLC History No change 53,239 18,251 3.72% 3.72% 127 0 0.0% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History No change 52,927 18,145 0.3% 0.3% 128 0 0.0% Q2 2026 Jul 31, 2026
WIN ADVISORS, INC History No change 51,032 17,495 6.24% 6.24% 129 0 0.0% Q2 2026 Aug 04, 2026
Arvin Capital Management LP History No change 50,000 17,141 2.24% 2.24% 130 0 0.0% Q2 2026 Aug 13, 2026
Well Done, LLC History No change 49,716 17,043 2.29% 2.29% 131 0 0.0% Q2 2026 Jul 24, 2026
DAVIDSON INVESTMENT ADVISORS History No change 49,002 16,799 0.69% 0.69% 132 0 0.0% Q2 2026 Jul 21, 2026
&PARTNERS History No change 49,034 16,790 0.07% 0.07% 133 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 48,885 16,759 0.31% 0.31% 134 0 0.0% Q2 2026 Aug 12, 2026
Shah Wealth Advisors, LLC History No change 48,732 16,706 3.86% 3.86% 135 0 0.0% Q2 2026 Aug 07, 2026
Solidarity Wealth, LLC History No change 48,687 16,691 2.91% 2.91% 136 0 0.0% Q2 2026 Jul 31, 2026
Sharkey, Howes & Javer History No change 48,608 16,664 2.01% 2.01% 137 0 0.0% Q2 2026 Jul 09, 2026
Global Retirement Partners, LLC History No change 48,480 16,620 0.25% 0.25% 138 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Financial Partners LLC History No change 47,285 16,210 1.33% 1.33% 139 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 47,231 16,192 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 47,057 16,132 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 46,941 16,092 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 46,907 16,081 0.19% 0.19% 143 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 46,339 15,886 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
ANDERSON HOAGLAND & CO History No change 46,069 15,793 1.24% 1.24% 145 0 0.0% Q2 2026 Jul 06, 2026
Stone House Investment Management, LLC History No change 45,709 15,670 2.08% 2.08% 146 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 45,484 15,593 0.15% 0.15% 147 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 43,832 15,026 1.09% 1.09% 148 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 44,839 14,564 1.67% 1.67% 149 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 42,138 14,446 0.16% 0.16% 150 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 41,863 14,351 0.09% 0.09% 151 0 0.0% Q2 2026 Aug 17, 2026
Royal Fund Management, LLC History No change 41,759 14,316 1.19% 1.19% 152 0 0.0% Q2 2026 Jul 20, 2026
Jump Financial, LLC History No change 41,734 14,307 0.11% 0.11% 153 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 41,495 14,225 0.14% 0.14% 154 0 0.0% Q2 2026 Jul 15, 2026
Concurrent Investment Advisors, LLC History No change 41,434 14,204 0.12% 0.12% 155 0 0.0% Q2 2026 Jul 27, 2026
Pettinga Financial Advisors LLC History No change 41,384 14,187 2.27% 2.27% 156 0 0.0% Q2 2026 Jul 09, 2026
Garrett Wealth Advisory Group, LLC History No change 40,406 13,852 2.13% 2.13% 157 0 0.0% Q2 2026 Aug 04, 2026
Parallax Volatility Advisers, L.P. History No change 40,320 13,822 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 14, 2026
Scissortail Wealth Management, LLC History No change 40,238 13,794 2.65% 2.65% 159 0 0.0% Q2 2026 Aug 05, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History No change 400 13,713 1.69% 1.69% 160 0 0.0% Q2 2026 Aug 13, 2026
RH Tailwind Management, LLC History No change 40,000 13,713 1.34% 1.34% 161 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 39,384 13,501 0.52% 0.52% 162 0 0.0% Q2 2026 Jul 02, 2026
PAX Financial Group, LLC History No change 39,099 13,404 1.99% 1.99% 163 0 0.0% Q2 2026 Aug 05, 2026
Meredith Wealth Planning History No change 38,700 13,267 3.13% 3.13% 164 0 0.0% Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History No change 40,948 12,856 0.26% 0.26% 165 0 0.0% Q2 2026 Jul 29, 2026
Aptus Capital Advisors, LLC History No change 37,438 12,834 0.09% 0.09% 166 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 37,377 12,814 0.5% 0.5% 167 0 0.0% Q2 2026 Aug 17, 2026
Vident Advisory, LLC History No change 37,121 12,726 0.09% 0.09% 168 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 36,900 12,650 0.07% 0.07% 169 0 0.0% Q2 2026 Jul 24, 2026
Elevated Financial Group LLC History No change 36,880 12,643 3.47% 3.47% 170 0 0.0% Q2 2026 Jul 22, 2026
Regal Investment Advisors LLC History No change 36,766 12,604 0.65% 0.65% 171 0 0.0% Q2 2026 Aug 14, 2026
Trek Financial, LLC History No change 36,402 12,479 0.62% 0.62% 172 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 39,860 12,341 0.2% 0.2% 173 0 0.0% Q2 2026 Aug 13, 2026
JMAC ENTERPRISES LLC History No change 35,430 12,146 2.05% 2.05% 174 0 0.0% Q2 2026 Jul 28, 2026
Tradewinds, LLC. History No change 13,623 12,064 2.72% 2.72% 175 0 0.0% Q2 2026 Aug 14, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 35,042 12,013 5.91% 5.91% 176 0 0.0% Q2 2026 Jul 22, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 34,709 11,912 1.2% 1.2% 177 0 0.0% Q2 2026 Sep 02, 2026
Strategic Blueprint, LLC History No change 34,522 11,835 0.59% 0.59% 178 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 34,398 11,792 0.09% 0.09% 179 0 0.0% Q2 2026 Jul 17, 2026
Financial Architects, LLC History No change 33,655 11,537 5.53% 5.53% 180 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group History No change 32,851 11,262 0.67% 0.67% 181 0 0.0% Q2 2026 Jul 29, 2026
TUDOR INVESTMENT CORP ET AL History No change 32,500 11,141 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 14, 2026
SHUFRO ROSE & CO LLC History No change 32,484 11,136 0.64% 0.64% 183 0 0.0% Q2 2026 Aug 12, 2026
Kelly Financial Services LLC History No change 32,473 11,132 2.38% 2.38% 184 0 0.0% Q2 2026 Jul 14, 2026
Haverford Trust Co History No change 32,351 11,090 0.1% 0.1% 185 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 32,228 11,048 0.15% 0.15% 186 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Services History No change 32,221 11,046 2.84% 2.84% 187 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 31,989 10,966 0.27% 0.27% 188 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 31,818 10,908 0.2% 0.2% 189 0 0.0% Q2 2026 Jul 20, 2026
Tacita Capital Inc History No change 31,541 10,813 5.87% 5.87% 190 0 0.0% Q2 2026 Aug 10, 2026
Brickley Wealth Management History No change 31,537 10,811 1.55% 1.55% 191 0 0.0% Q2 2026 Jul 13, 2026
Csenge Advisory Group History No change 31,148 10,678 0.43% 0.43% 192 0 0.0% Q2 2026 Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 31,100 10,662 0.14% 0.14% 193 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 30,806 10,561 0.13% 0.13% 194 0 0.0% Q2 2026 Jul 22, 2026
BEACON FINANCIAL GROUP History No change 30,725 10,533 0.96% 0.96% 195 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 30,536 10,468 0.07% 0.07% 196 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Advisors / MI History No change 30,503 10,457 0.63% 0.63% 197 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 30,407 10,424 1.97% 1.97% 198 0 0.0% Q2 2026 Jul 23, 2026
Elevation Capital Advisory, LLC History No change 29,995 10,283 3.97% 3.97% 199 0 0.0% Q2 2026 Jul 27, 2026
PW Nova Financial Services LLC History No change 29,669 10,171 2.18% 2.18% 200 0 0.0% Q2 2026 Jul 29, 2026
Cavalier Investments, LLC History No change 29,662 10,169 0.42% 0.42% 201 0 0.0% Q2 2026 Aug 14, 2026
University of Illinois Foundation History No change 29,170 10,000 1.79% 1.79% 202 0 0.0% Q2 2026 Aug 12, 2026
Unison Advisors LLC History No change 29,042 9,956 0.69% 0.69% 203 0 0.0% Q2 2026 Jul 22, 2026
Capital Planning LLC History No change 28,447 9,752 2.84% 2.84% 204 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 28,194 9,665 0.12% 0.12% 205 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 28,089 9,629 0.11% 0.11% 206 0 0.0% Q2 2026 Aug 04, 2026
Kilter Group LLC History No change 27,850 9,547 3.46% 3.46% 207 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 27,300 9,359 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
SWMG, LLC History No change 29,179 9,330 2.2% 2.2% 209 0 0.0% Q2 2026 Jul 15, 2026
TSFG, LLC History No change 27,091 9,288 1.17% 1.17% 210 0 0.0% Q2 2026 Jul 23, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 38,474 9,233 1.15% 1.15% 211 0 0.0% Q2 2026 Aug 05, 2026
Mascoma Wealth Management LLC History No change 26,878 9,214 1.71% 1.71% 212 0 0.0% Q2 2026 Jul 24, 2026
Professional Financial Advisors, LLC History No change 26,369 9,040 1.56% 1.56% 213 0 0.0% Q2 2026 Jul 09, 2026
Snowden Capital Advisors LLC History No change 26,356 9,035 0.21% 0.21% 214 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 26,174 8,973 0.31% 0.31% 215 0 0.0% Q2 2026 Aug 13, 2026
Sound Portfolio Advisors, LLC History No change 25,821 8,852 6.28% 6.28% 216 0 0.0% Q2 2026 Aug 06, 2026
Stokes Family Office, LLC History No change 25,630 8,786 1.02% 1.02% 217 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 25,481 8,735 0.35% 0.35% 218 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 25,461 8,728 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 12, 2026
Alexis Investment Partners, LLC History No change 25,979 8,728 5.1% 5.1% 220 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 25,423 8,722 0.58% 0.58% 221 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisors Investment Management, LLC History No change 25,335 8,685 0.8% 0.8% 222 0 0.0% Q2 2026 Jul 22, 2026
Legacy Financial Group LLC History No change 25,332 8,684 0.98% 0.98% 223 0 0.0% Q2 2026 Aug 05, 2026
ATLAS CAPITAL ADVISORS INC. History No change 25,147 8,621 0.94% 0.94% 224 0 0.0% Q2 2026 Aug 13, 2026
ONE Advisory Partners, LLC History No change 24,987 8,566 2.33% 2.33% 225 0 0.0% Q2 2026 Jul 21, 2026
Rothschild Wealth LLC History No change 24,908 8,539 0.68% 0.68% 226 0 0.0% Q2 2026 Aug 11, 2026
Midwest Capital Advisors, LLC History No change 24,450 8,382 3.4% 3.4% 227 0 0.0% Q2 2026 Jul 28, 2026
Forefront Analytics, LLC History No change 24,434 8,376 9.1% 9.1% 228 0 0.0% Q2 2026 Aug 12, 2026
Tradition Wealth Management, LLC History No change 24,396 8,363 0.51% 0.51% 229 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 24,354 8,349 0.7% 0.7% 230 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 24,060 8,248 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 05, 2026
Guardian Capital, LLC History No change 24,056 8,247 6.75% 6.75% 232 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 23,999 8,227 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 13, 2026
RHS Financial, LLC History No change 23,913 8,198 3.31% 3.31% 234 0 0.0% Q2 2026 Aug 07, 2026
Avant Capital LLC History No change 23,786 8,154 5.11% 5.11% 235 0 0.0% Q2 2026 Aug 12, 2026
360 Financial, Inc. History No change 23,385 8,016 2.04% 2.04% 236 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History No change 23,375 8,013 0.45% 0.45% 237 0 0.0% Q2 2026 Aug 04, 2026
COZAD ASSET MANAGEMENT INC History No change 23,006 7,887 0.51% 0.51% 238 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 22,992 7,882 0.15% 0.15% 239 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 22,613 7,752 0.46% 0.46% 240 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 25,522 7,716 0.13% 0.13% 241 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 25,522 7,716 0.13% 0.13% 242 0 0.0% Q2 2026 Jul 29, 2026
GROUP ONE TRADING LLC History No change 21,943 7,522 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 21,879 7,500 0.13% 0.13% 244 0 0.0% Q2 2026 Jul 21, 2026
Sollinda Capital Management LLC History No change 21,699 7,439 1.59% 1.59% 245 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 21,684 7,433 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 11, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 21,673 7,430 1.48% 1.48% 247 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 21,595 7,403 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,561 7,391 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 21,532 7,381 0.15% 0.15% 250 0 0.0% Q2 2026 Aug 06, 2026
Bay Harbor Wealth Management, LLC History No change 21,497 7,369 1.7% 1.7% 251 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL PLANNING, INC History No change 21,244 7,282 2.47% 2.47% 252 0 0.0% Q2 2026 Aug 06, 2026
Peak Wealth Management LLC History No change 21,161 7,254 5.09% 5.09% 253 0 0.0% Q2 2026 Jul 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 20,845 7,146 0.24% 0.24% 254 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 20,335 6,971 0.54% 0.54% 255 0 0.0% Q2 2026 Jul 28, 2026
Archvest Wealth Advisors, Inc. History No change 20,243 6,939 4.02% 4.02% 256 0 0.0% Q2 2026 Jul 27, 2026
BCGM Wealth Management, LLC History No change 20,205 6,926 1.46% 1.46% 257 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 19,943 6,837 0.16% 0.16% 258 0 0.0% Q2 2026 Aug 05, 2026
Claro Advisors Inc. History No change 19,867 6,810 0.71% 0.71% 259 0 0.0% Q2 2026 Jul 30, 2026
Bellwether Advisors, LLC History No change 19,694 6,751 1.0% 1.0% 260 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 19,677 6,745 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 11, 2026
Tactive Advisors, LLC History No change 18,814 6,450 1.59% 1.59% 262 0 0.0% Q2 2026 Jul 08, 2026
GUERRA PAN ADVISORS, LLC History No change 18,737 6,423 3.58% 3.58% 263 0 0.0% Q2 2026 Aug 12, 2026
Gladstone Institutional Advisory LLC History No change 18,572 6,366 0.2% 0.2% 264 0 0.0% Q2 2026 Jul 27, 2026
Western Wealth Management, LLC History No change 18,509 6,345 0.21% 0.21% 265 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 22,302 6,314 0.47% 0.47% 266 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 18,193 6,237 0.57% 0.57% 267 0 0.0% Q2 2026 Jul 22, 2026
Plotkin Financial Advisors, LLC History No change 18,100 6,205 2.57% 2.57% 268 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 17,894 6,134 4.06% 4.06% 269 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 17,824 6,110 0.93% 0.93% 270 0 0.0% Q2 2026 Aug 12, 2026
Murchinson Ltd. History No change 17,500 5,999 0.83% 0.83% 271 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 25,000 5,999 0.24% 0.24% 272 0 0.0% Q2 2026 Jul 09, 2026
Founders Financial Alliance, LLC History No change 17,340 5,944 0.79% 0.79% 273 0 0.0% Q2 2026 Aug 04, 2026
Sowell Financial Services LLC History No change 17,189 5,893 0.19% 0.19% 274 0 0.0% Q2 2026 Jul 17, 2026
Argent Trust Co History No change 17,139 5,875 0.17% 0.17% 275 0 0.0% Q2 2026 Aug 06, 2026
First Heartland Consultants, Inc. History No change 17,083 5,856 0.38% 0.38% 276 0 0.0% Q2 2026 Jul 08, 2026
ShoreHaven Wealth Partners, LLC History No change 17,004 5,829 1.83% 1.83% 277 0 0.0% Q2 2026 Jul 14, 2026
Beacon Capital Management, LLC History No change 16,932 5,804 0.85% 0.85% 278 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 16,846 5,775 0.11% 0.11% 279 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 16,787 5,755 0.11% 0.11% 280 0 0.0% Q2 2026 Aug 14, 2026
Sound Financial Strategies Group, LLC History No change 16,770 5,749 3.65% 3.65% 281 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 16,525 5,665 0.17% 0.17% 282 0 0.0% Q2 2026 Aug 11, 2026
AssuredPartners Investment Advisors, LLC History No change 16,446 5,638 0.55% 0.55% 283 0 0.0% Q2 2026 Aug 10, 2026
Audent Global Asset Management, LLC History No change 16,409 5,625 6.28% 6.28% 284 0 0.0% Q2 2026 Aug 04, 2026
Lineweaver Wealth Advisors, LLC History No change 16,367 5,611 0.66% 0.66% 285 0 0.0% Q2 2026 Jul 09, 2026
Sigma Planning Corp History No change 16,311 5,591 0.14% 0.14% 286 0 0.0% Q2 2026 Aug 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 16,222 5,561 1.26% 1.26% 287 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 16,117 5,525 0.5% 0.5% 288 0 0.0% Q2 2026 Aug 07, 2026
Fortis Group Advisors, LLC History No change 16,073 5,510 0.88% 0.88% 289 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 16,010 5,488 0.07% 0.07% 290 0 0.0% Q2 2026 Aug 06, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 15,883 5,445 3.0% 3.0% 291 0 0.0% Q2 2026 Jul 23, 2026
Independent Solutions Wealth Management, LLC History No change 15,592 5,345 0.7% 0.7% 292 0 0.0% Q2 2026 Jul 29, 2026
Beacon Bridge Wealth Partners, LLC History No change 15,240 5,224 1.49% 1.49% 293 0 0.0% Q2 2026 Aug 05, 2026
Peachtree Investment Partners, LLC History No change 15,210 5,214 1.67% 1.67% 294 0 0.0% Q2 2026 Aug 06, 2026
WCG Wealth Advisors LLC History No change 15,146 5,192 0.12% 0.12% 295 0 0.0% Q2 2026 Aug 14, 2026
Advantage Trust Co History No change 15,062 5,163 1.82% 1.82% 296 0 0.0% Q2 2026 Jul 17, 2026
10Elms LLP History No change 15,052 5,160 2.18% 2.18% 297 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 14,936 5,120 0.11% 0.11% 298 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 14,450 4,954 0.27% 0.27% 299 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 14,374 4,927 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Management, LLC History No change 14,362 4,923 1.68% 1.68% 301 0 0.0% Q2 2026 Jul 07, 2026
UMB Bank, n.a. History No change 14,286 4,897 0.06% 0.06% 302 0 0.0% Q2 2026 Aug 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 14,206 4,870 1.18% 1.18% 303 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 14,202 4,869 0.19% 0.19% 304 0 0.0% Q2 2026 Aug 14, 2026
Bellars Harris Wealth Management, LLC History No change 13,993 4,797 0.98% 0.98% 305 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 13,972 4,790 0.06% 0.06% 306 0 0.0% Q2 2026 Aug 13, 2026
Quadrant Private Wealth Management, LLC History No change 13,943 4,780 1.07% 1.07% 307 0 0.0% Q2 2026 Jul 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 13,927 4,774 0.09% 0.09% 308 0 0.0% Q2 2026 Jul 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 13,900 4,765 0.27% 0.27% 309 0 0.0% Q2 2026 Aug 05, 2026
5T Wealth, LLC History No change 13,854 4,749 1.77% 1.77% 310 0 0.0% Q2 2026 Jul 21, 2026
Southland Equity Partners LLC History No change 13,809 4,734 0.83% 0.83% 311 0 0.0% Q2 2026 Jul 13, 2026
Town Capital LLC History No change 13,777 4,723 3.0% 3.0% 312 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 13,772 4,721 0.05% 0.05% 313 0 0.0% Q2 2026 Aug 06, 2026
WMS Group LLC History No change 13,772 4,721 6.09% 6.09% 314 0 0.0% Q2 2026 Jul 23, 2026
WBH ADVISORY INC History No change 13,697 4,695 0.32% 0.32% 315 0 0.0% Q2 2026 Aug 05, 2026
Modus Advisors, LLC History No change 13,689 4,692 1.16% 1.16% 316 0 0.0% Q2 2026 Aug 03, 2026
Oxford Wealth Group, LLC History No change 13,686 4,692 2.1% 2.1% 317 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 13,574 4,653 0.28% 0.28% 318 0 0.0% Q2 2026 Aug 07, 2026
SigFig Wealth Management, LLC History No change 13,843 4,651 0.12% 0.12% 319 0 0.0% Q2 2026 Jul 07, 2026
Trust Co History No change 13,314 4,564 0.41% 0.41% 320 0 0.0% Q2 2026 Jul 10, 2026
Genesee Capital Advisors, LLC History No change 13,206 4,527 1.43% 1.43% 321 0 0.0% Q2 2026 Aug 06, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 18,790 4,509 2.57% 2.57% 322 0 0.0% Q2 2026 Aug 19, 2026
Van Hulzen Asset Management, LLC History No change 13,068 4,480 0.32% 0.32% 323 0 0.0% Q2 2026 Aug 13, 2026
Horst & Graben Wealth Management LLC History No change 13,471 4,419 0.58% 0.58% 324 0 0.0% Q2 2026 Jul 22, 2026
Highview Capital Management LLC/DE/ History No change 12,889 4,418 1.27% 1.27% 325 0 0.0% Q2 2026 Aug 11, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 12,824 4,396 1.25% 1.25% 326 0 0.0% Q2 2026 Jul 24, 2026
Clearview Wealth Management LLC History No change 12,715 4,359 2.8% 2.8% 327 0 0.0% Q2 2026 Jul 13, 2026
MorganRosel Wealth Management, LLC History No change 12,622 4,327 1.46% 1.46% 328 0 0.0% Q2 2026 Aug 14, 2026
Cypress Wealth Services, LLC History No change 12,532 4,296 0.53% 0.53% 329 0 0.0% Q2 2026 Jul 10, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 12,447 4,267 0.91% 0.91% 330 0 0.0% Q2 2026 Jul 27, 2026
Forthright Family Wealth Advisory LLC History No change 12,257 4,202 2.38% 2.38% 331 0 0.0% Q2 2026 Jul 16, 2026
Keebeck Wealth Management History No change 12,070 4,137 0.4% 0.4% 332 0 0.0% Q2 2026 Aug 11, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 11,907 4,082 3.24% 3.24% 333 0 0.0% Q2 2026 Aug 14, 2026
Polaris Investment Advisors, LLC History No change 11,885 4,074 2.61% 2.61% 334 0 0.0% Q2 2026 Jul 09, 2026
DAVENPORT & Co LLC History No change 11,872 4,069 0.02% 0.02% 335 0 0.0% Q2 2026 Jul 13, 2026
Simplicity Wealth,LLC History No change 11,854 4,063 0.14% 0.14% 336 0 0.0% Q2 2026 Aug 06, 2026
Whipplewood Advisors, LLC History No change 11,804 4,046 2.72% 2.72% 337 0 0.0% Q2 2026 Jul 27, 2026
INTRUST BANK NA History No change 11,671 4,001 0.3% 0.3% 338 0 0.0% Q2 2026 Aug 05, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 11,548 3,959 1.66% 1.66% 339 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 11,426 3,917 0.14% 0.14% 340 0 0.0% Q2 2026 Aug 05, 2026
SURIENCE PRIVATE WEALTH LLC History No change 11,410 3,911 3.44% 3.44% 341 0 0.0% Q2 2026 Jul 24, 2026
SageView Advisory Group, LLC History No change 11,377 3,900 0.13% 0.13% 342 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 11,364 3,896 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 11, 2026
CORE WEALTH ADVISORS, LLC History No change 10,836 3,714 2.74% 2.74% 344 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisory Services, LLC History No change 10,818 3,708 0.23% 0.23% 345 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 10,654 3,652 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 14, 2026
Detalus Advisors, LLC History No change 10,608 3,636 0.71% 0.71% 347 0 0.0% Q2 2026 Jul 27, 2026
Weaver Consulting Group History No change 10,583 3,628 0.74% 0.74% 348 0 0.0% Q2 2026 Jul 29, 2026
Pinion Investment Advisors, LLC History No change 10,568 3,623 0.69% 0.69% 349 0 0.0% Q2 2026 Aug 06, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 10,548 3,616 2.07% 2.07% 350 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 10,512 3,603 0.03% 0.03% 351 0 0.0% Q2 2026 Aug 06, 2026
Barnes Wealth Management Group, Inc History No change 10,393 3,563 1.65% 1.65% 352 0 0.0% Q2 2026 Jul 24, 2026
Lantz Financial LLC History No change 10,387 3,560 0.65% 0.65% 353 0 0.0% Q2 2026 Jul 09, 2026
Vines Capital Management, LLC History No change 10,387 3,560 2.92% 2.92% 354 0 0.0% Q2 2026 Aug 14, 2026
ARQ WEALTH ADVISORS, LLC History No change 11,277 3,543 0.44% 0.44% 355 0 0.0% Q2 2026 Jul 24, 2026
SWP FINANCIAL LLC History No change 10,288 3,527 1.63% 1.63% 356 0 0.0% Q2 2026 Jul 24, 2026
Elm3 Financial Group, LLC History No change 10,255 3,515 2.41% 2.41% 357 0 0.0% Q2 2026 Jul 29, 2026
Hudson Oak Wealth Advisory LLC History No change 10,235 3,508 2.71% 2.71% 358 0 0.0% Q2 2026 Jul 21, 2026
PINNACLE ASSOCIATES LTD History No change 10,225 3,505 0.04% 0.04% 359 0 0.0% Q2 2026 Aug 03, 2026
Tempo Wealth, LLC History No change 10,204 3,498 0.52% 0.52% 360 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 10,091 3,459 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 11, 2026
Addison Capital Co History No change 10,083 3,456 0.57% 0.57% 362 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 10,049 3,445 0.03% 0.03% 363 0 0.0% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History No change 10,001 3,428 0.15% 0.15% 364 0 0.0% Q2 2026 Jul 20, 2026
SIMPLEX TRADING, LLC History No change 9,968 3,417 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History No change 9,813 3,364 0.15% 0.15% 366 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 9,803 3,360 0.1% 0.1% 367 0 0.0% Q2 2026 Jul 09, 2026
ROMAN BUTLER FULLERTON & CO History No change 10,614 3,339 0.8% 0.8% 368 0 0.0% Q2 2026 Aug 06, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 9,649 3,307 0.93% 0.93% 369 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 9,600 3,291 0.16% 0.16% 370 0 0.0% Q2 2026 Jul 28, 2026
Cassia Capital Partners, LLC History No change 9,576 3,282 1.59% 1.59% 371 0 0.0% Q2 2026 Jul 30, 2026
Walleye Trading LLC History No change 9,500 3,256 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 9,550 3,208 0.1% 0.1% 373 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 9,321 3,195 0.05% 0.05% 374 0 0.0% Q2 2026 Aug 05, 2026
Braun-Bostich & Associates Inc. History No change 9,284 3,182 1.78% 1.78% 375 0 0.0% Q2 2026 Jul 24, 2026
BAKER BOYER NATIONAL BANK History No change 9,265 3,176 0.87% 0.87% 376 0 0.0% Q2 2026 Jul 27, 2026
New England Private Wealth Advisors LLC History No change 10,305 3,157 0.3% 0.3% 377 0 0.0% Q2 2026 Aug 04, 2026
EVERPAR ADVISORS LLC History No change 9,188 3,149 0.9% 0.9% 378 0 0.0% Q2 2026 Jul 09, 2026
BROWN ADVISORY INC History No change 9,154 3,138 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 9,155 3,138 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 12, 2026
NOVEM GROUP History No change 9,149 3,136 0.32% 0.32% 381 0 0.0% Q2 2026 Jul 21, 2026
Galvin, Gaustad & Stein, LLC History No change 9,100 3,119 0.23% 0.23% 382 0 0.0% Q2 2026 Jul 29, 2026
Crestwood Advisors Group, LLC History No change 9,082 3,113 0.05% 0.05% 383 0 0.0% Q2 2026 Aug 03, 2026
B. Riley Wealth Advisors, Inc. History No change 9,184 3,085 0.17% 0.17% 384 0 0.0% Q2 2026 Jul 14, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 8,815 3,022 0.75% 0.75% 385 0 0.0% Q2 2026 Jul 24, 2026
SWEENEY & MICHEL, LLC History No change 9,769 3,021 0.79% 0.79% 386 0 0.0% Q2 2026 Aug 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 8,752 3,000 0.29% 0.29% 387 0 0.0% Q2 2026 Jul 22, 2026
SIG BROKERAGE, LP History No change 8,561 2,934 0.06% 0.06% 388 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 9,333 2,932 0.37% 0.37% 389 0 0.0% Q2 2026 Jul 29, 2026
Advus Financial Partners, LLC History No change 8,514 2,918 0.83% 0.83% 390 0 0.0% Q2 2026 Oct 02, 2026
Prospera Financial Services Inc History No change 8,483 2,909 0.04% 0.04% 391 0 0.0% Q2 2026 Jul 15, 2026
Apeiron RIA LLC History No change 8,343 2,860 0.73% 0.73% 392 0 0.0% Q2 2026 Jul 16, 2026
Shared Vision Wealth Group LLC History No change 8,281 2,838 0.98% 0.98% 393 0 0.0% Q2 2026 Jul 31, 2026
B.O.S.S. Retirement Advisors, LLC History No change 8,267 2,834 0.77% 0.77% 394 0 0.0% Q2 2026 Jul 20, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 8,244 2,826 1.08% 1.08% 395 0 0.0% Q2 2026 Jul 09, 2026
Ashton Thomas Private Wealth, LLC History No change 8,225 2,819 0.06% 0.06% 396 0 0.0% Q2 2026 Jul 29, 2026
Hoxton Planning & Management, LLC History No change 8,222 2,818 0.74% 0.74% 397 0 0.0% Q2 2026 Jul 16, 2026
Arkadios Wealth Advisors History No change 8,196 2,809 0.04% 0.04% 398 0 0.0% Q2 2026 Aug 10, 2026
Marex Group Ltd History No change 8,000 2,742 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 7,965 2,730 0.63% 0.63% 400 0 0.0% Q2 2026 Aug 07, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 7,871 2,698 0.87% 0.87% 401 0 0.0% Q2 2026 Jul 15, 2026
Flagship Capital Management Inc. History No change 7,860 2,694 1.7% 1.7% 402 0 0.0% Q2 2026 Jul 21, 2026
Nest Investments, LLC History No change 7,846 2,689 2.04% 2.04% 403 0 0.0% Q2 2026 Aug 14, 2026
Clarus Wealth Advisors History No change 8,523 2,683 1.03% 1.03% 404 0 0.0% Q2 2026 Jul 09, 2026
Goldstein Advisors, LLC History No change 7,819 2,680 0.24% 0.24% 405 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 7,786 2,669 0.32% 0.32% 406 0 0.0% Q2 2026 Jul 20, 2026
Hansen & Associates Financial Group, Inc. History No change 8,282 2,664 1.53% 1.53% 407 0 0.0% Q2 2026 Jul 20, 2026
Lloyd Advisory Services, LLC. History No change 7,755 2,658 1.03% 1.03% 408 0 0.0% Q2 2026 Aug 07, 2026
Fortune Financial Group, Inc. History No change 7,739 2,653 2.08% 2.08% 409 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 7,713 2,644 0.04% 0.04% 410 0 0.0% Q2 2026 Jul 15, 2026
Portfolio Resources Advisor Group, Inc. History No change 7,674 2,630 2.22% 2.22% 411 0 0.0% Q2 2026 Jul 29, 2026
Centurion Wealth Management LLC History No change 7,648 2,621 0.63% 0.63% 412 0 0.0% Q2 2026 Jul 09, 2026
Synergy Asset Management, LLC History No change 7,615 2,610 0.25% 0.25% 413 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 7,559 2,592 0.07% 0.07% 414 0 0.0% Q2 2026 Jul 28, 2026
Cresset Asset Management, LLC History No change 7,523 2,579 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Reduced 8,108 2,572 0.14% 0.16% 416 -151 -1.83% Q3 2026 Oct 06, 2026
Anderson Financial Strategies, LLC History No change 8,296 2,537 1.32% 1.32% 417 0 0.0% Q2 2026 Aug 20, 2026
Commonwealth Retirement Investments LLC History No change 7,306 2,504 0.68% 0.68% 418 0 0.0% Q2 2026 Aug 03, 2026
Clear Creek Financial Management, LLC History No change 7,272 2,493 0.16% 0.16% 419 0 0.0% Q2 2026 Jul 27, 2026
NTV ASSET MANAGEMENT LLC History No change 7,246 2,484 0.24% 0.24% 420 0 0.0% Q2 2026 Aug 05, 2026
Financial Enhancement Group LLC History No change 7,225 2,476 0.3% 0.3% 421 0 0.0% Q2 2026 Jul 07, 2026
Fortune Financial Advisors, LLC History No change 7,182 2,462 1.05% 1.05% 422 0 0.0% Q2 2026 Jul 22, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 7,171 2,458 0.2% 0.2% 423 0 0.0% Q2 2026 Jul 28, 2026
CFS Investment Advisory Services, LLC History No change 7,677 2,429 0.16% 0.16% 424 0 0.0% Q2 2026 Jul 16, 2026
LiftPoint Family Wealth Advisors LLC History No change 7,052 2,417 1.64% 1.64% 425 0 0.0% Q2 2026 Aug 05, 2026
Fermata Advisors, LLC History No change 7,038 2,412 0.49% 0.49% 426 0 0.0% Q2 2026 Jul 07, 2026
Belpointe Asset Management LLC History No change 7,002 2,400 0.08% 0.08% 427 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History No change 6,914 2,370 0.37% 0.37% 428 0 0.0% Q2 2026 Aug 10, 2026
Bryant Woods Investment Advisors, LLC History No change 6,859 2,351 0.65% 0.65% 429 0 0.0% Q2 2026 Jul 22, 2026
Magnus Financial Group LLC History No change 6,850 2,348 0.17% 0.17% 430 0 0.0% Q2 2026 Jul 09, 2026
Lodestone Wealth Management LLC History No change 6,779 2,324 0.82% 0.82% 431 0 0.0% Q2 2026 Jul 23, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 6,773 2,322 0.37% 0.37% 432 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 6,754 2,315 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 6,735 2,308 0.09% 0.09% 434 0 0.0% Q2 2026 Jul 22, 2026
Perigon Wealth Management, LLC History No change 6,723 2,304 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 6,690 2,294 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 14, 2026
Runnymede Capital Advisors, Inc. History No change 6,532 2,239 1.33% 1.33% 437 0 0.0% Q2 2026 Jul 21, 2026
LaSalle St. Investment Advisors, LLC History No change 6,491 2,225 0.27% 0.27% 438 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 6,350 2,177 0.1% 0.1% 439 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 6,320 2,166 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 27, 2026
Patriot Financial Group Insurance Agency, LLC History No change 6,309 2,163 0.22% 0.22% 441 0 0.0% Q2 2026 Jul 16, 2026
Decker Wealth Management LLC History No change 6,307 2,162 0.46% 0.46% 442 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 6,283 2,154 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 18, 2026
Berbice Capital Management LLC History No change 6,187 2,121 1.1% 1.1% 444 0 0.0% Q2 2026 Jul 23, 2026
CHAPIN DAVIS, INC. History No change 6,158 2,111 0.37% 0.37% 445 0 0.0% Q2 2026 Jul 07, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 6,139 2,104 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 6,240 2,098 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 10, 2026
Avior Wealth Management, LLC History No change 6,122 2,098 0.06% 0.06% 448 0 0.0% Q2 2026 Jul 07, 2026
Spire Wealth Management History No change 6,099 2,090 0.06% 0.06% 449 0 0.0% Q2 2026 Jul 15, 2026
McCartney Wealth Management LLC History No change 6,073 2,082 1.58% 1.58% 450 0 0.0% Q2 2026 Aug 03, 2026
Bison Wealth, LLC History No change 6,463 2,079 0.19% 0.19% 451 0 0.0% Q2 2026 Jul 07, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 6,901 2,067 0.42% 0.42% 452 0 0.0% Q2 2026 Aug 06, 2026
Eldridge Investment Advisors, Inc. History No change 6,032 2,067 0.41% 0.41% 453 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 6,016 2,062 0.39% 0.39% 454 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,966 2,045 0.12% 0.12% 455 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 5,956 2,041 0.08% 0.08% 456 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 5,940 2,036 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 14, 2026
McNaughton Wealth Management, LLC History No change 5,904 2,024 0.72% 0.72% 458 0 0.0% Q2 2026 Jul 07, 2026
BLALOCK WILLIAMS, LLC History No change 5,877 2,014 1.31% 1.31% 459 0 0.0% Q2 2026 Aug 07, 2026
GREAT OAK CAPITAL PARTNERS, LLC History No change 6,364 2,002 0.43% 0.43% 460 0 0.0% Q2 2026 Jul 14, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 5,840 2,002 1.35% 1.35% 461 0 0.0% Q2 2026 Jul 15, 2026
Oakwell Private Wealth Management, LLC History No change 5,803 1,989 0.33% 0.33% 462 0 0.0% Q2 2026 Aug 03, 2026
PATTEN & PATTEN INC/TN History No change 5,792 1,985 0.11% 0.11% 463 0 0.0% Q2 2026 Aug 05, 2026
ACT Advisors, LLC. History No change 5,752 1,971 0.66% 0.66% 464 0 0.0% Q2 2026 Jul 22, 2026
SHP Wealth Management History No change 5,739 1,967 0.14% 0.14% 465 0 0.0% Q2 2026 Aug 11, 2026
HB Wealth Management, LLC History No change 5,684 1,948 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,634 1,931 0.13% 0.13% 467 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History No change 5,607 1,922 0.06% 0.06% 468 0 0.0% Q2 2026 Jul 06, 2026
Brand Asset Management Group, Inc. History No change 5,584 1,914 0.42% 0.42% 469 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,563 1,907 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 13, 2026
STG SECURITIES, LLC History No change 5,549 1,902 0.13% 0.13% 471 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 5,544 1,900 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 14, 2026
Davis Wealth Advisors, LLC History No change 5,524 1,893 1.46% 1.46% 473 0 0.0% Q2 2026 Aug 14, 2026
LifePlan Investment Advisors, Inc. History No change 5,464 1,873 0.64% 0.64% 474 0 0.0% Q2 2026 Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 5,406 1,853 0.05% 0.05% 475 0 0.0% Q2 2026 Aug 05, 2026
Yukon Wealth Management, Inc. History No change 5,392 1,848 0.53% 0.53% 476 0 0.0% Q2 2026 Aug 14, 2026
Focused Wealth Management, Inc History No change 5,382 1,845 0.16% 0.16% 477 0 0.0% Q2 2026 Aug 06, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 5,375 1,842 0.32% 0.32% 478 0 0.0% Q2 2026 Aug 14, 2026
Worthington Financial Partners, LLC History No change 5,295 1,815 1.5% 1.5% 479 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT CAPITAL STRATEGIES History No change 5,214 1,787 0.62% 0.62% 480 0 0.0% Q2 2026 Aug 13, 2026
Planned Solutions, Inc. History No change 5,119 1,755 0.5% 0.5% 481 0 0.0% Q2 2026 Jul 13, 2026
PKS Advisory Services, LLC History No change 5,102 1,749 0.28% 0.28% 482 0 0.0% Q2 2026 Aug 04, 2026
Maridea Wealth Management LLC History No change 5,051 1,731 0.19% 0.19% 483 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 5,022 1,722 0.05% 0.05% 484 0 0.0% Q2 2026 Jul 30, 2026
Apex Wealth Management, LLC History No change 5,007 1,716 1.05% 1.05% 485 0 0.0% Q2 2026 Aug 11, 2026
Kovack Advisors, Inc. History No change 4,990 1,696 0.08% 0.08% 486 0 0.0% Q2 2026 Jul 28, 2026
Global Wealth Strategies & Associates History Reduced 5,342 1,695 0.31% 0.41% 487 -935 -14.9% Q3 2026 Oct 01, 2026
Daiichi Life Insurance Co., Ltd. History No change 4,938 1,692 0.04% 0.04% 488 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 4,930 1,690 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 13, 2026
BCU Wealth Advisors, LLC History No change 4,923 1,687 0.56% 0.56% 490 0 0.0% Q2 2026 Jul 14, 2026
MA Private Wealth History No change 4,919 1,686 0.25% 0.25% 491 0 0.0% Q2 2026 Jul 28, 2026
Private Advisory Group LLC History No change 4,874 1,670 0.09% 0.09% 492 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 4,837 1,658 0.14% 0.14% 493 0 0.0% Q2 2026 Aug 14, 2026
Advisory Solutions Group, LLC History No change 4,829 1,655 0.56% 0.56% 494 0 0.0% Q2 2026 Jul 29, 2026
TCTC Holdings, LLC History No change 4,812 1,649 0.04% 0.04% 495 0 0.0% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History No change 4,796 1,644 0.91% 0.91% 496 0 0.0% Q2 2026 Jul 07, 2026
Hilltop Holdings Inc. History No change 4,791 1,642 0.13% 0.13% 497 0 0.0% Q2 2026 Aug 13, 2026
Insight Wealth Strategies, LLC History No change 4,997 1,639 0.16% 0.16% 498 0 0.0% Q2 2026 Jul 10, 2026
McKinley Carter Wealth Services, Inc. History No change 4,758 1,631 0.08% 0.08% 499 0 0.0% Q2 2026 Jul 28, 2026
ERn Financial, LLC History No change 4,716 1,616 0.27% 0.27% 500 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 4,676 1,603 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 14, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 4,873 1,603 1.05% 1.05% 502 0 0.0% Q2 2026 Jul 06, 2026
URS Advisory LLC History No change 4,661 1,597 0.89% 0.89% 503 0 0.0% Q2 2026 Jul 27, 2026
PGIM Custom Harvest LLC History No change 4,636 1,589 0.02% 0.02% 504 0 0.0% Q2 2026 Aug 13, 2026
J.M. Arbour, LLC History No change 4,606 1,579 1.36% 1.36% 505 0 0.0% Q2 2026 Aug 14, 2026
Nova R Wealth, Inc. History No change 4,598 1,576 0.46% 0.46% 506 0 0.0% Q2 2026 Jul 17, 2026
Sovereign Financial Group, Inc. History No change 4,598 1,576 0.24% 0.24% 507 0 0.0% Q2 2026 Jul 24, 2026
Citizens National Bank Trust Department History No change 4,547 1,558 0.23% 0.23% 508 0 0.0% Q2 2026 Jul 22, 2026
Financial Engines Advisors L.L.C. History No change 4,544 1,557 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History No change 4,541 1,556 0.91% 0.91% 510 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 4,508 1,545 0.12% 0.12% 511 0 0.0% Q2 2026 Jul 28, 2026
Three Magnolias Financial Advisors, LLC History No change 4,492 1,539 0.86% 0.86% 512 0 0.0% Q2 2026 Jul 31, 2026
MONECO ADVISORS, LLC History No change 4,451 1,525 0.09% 0.09% 513 0 0.0% Q2 2026 Aug 11, 2026
Aspect Partners, LLC History No change 4,402 1,509 0.56% 0.56% 514 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 4,356 1,493 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 4,354 1,492 0.08% 0.08% 516 0 0.0% Q2 2026 Jul 09, 2026
Dorsey & Whitney Trust CO LLC History No change 4,339 1,487 0.07% 0.07% 517 0 0.0% Q2 2026 Aug 14, 2026
Biondo Investment Advisors, LLC History No change 4,329 1,484 0.18% 0.18% 518 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Managment, LLC/ID History No change 4,293 1,471 0.61% 0.61% 519 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 4,228 1,449 0.07% 0.07% 520 0 0.0% Q2 2026 Jul 16, 2026
Gilbert Capital Group, Inc. History No change 4,225 1,448 1.01% 1.01% 521 0 0.0% Q2 2026 Jul 13, 2026
Spectrum Strategic Capital Management, LLC History No change 4,216 1,445 0.72% 0.72% 522 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 4,207 1,442 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 03, 2026
Gallacher Capital Management LLC History No change 4,171 1,429 0.8% 0.8% 524 0 0.0% Q2 2026 Jul 16, 2026
DELTEC ASSET MANAGEMENT LLC History No change 4,160 1,426 0.21% 0.21% 525 0 0.0% Q2 2026 Jul 21, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,158 1,425 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 4,143 1,420 0.02% 0.02% 527 0 0.0% Q2 2026 Aug 12, 2026
ZENITH SOLUTIONS, INC. History No change 4,133 1,416 1.28% 1.28% 528 0 0.0% Q2 2026 Aug 03, 2026
Nuveen, LLC History No change 4,108 1,408 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 11, 2026
Quartz Partners, LLC History No change 4,073 1,396 0.46% 0.46% 530 0 0.0% Q2 2026 Aug 10, 2026
Lansing Street Advisors History No change 4,028 1,381 0.29% 0.29% 531 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,001 1,371 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 10, 2026
EQ LLC History No change 3,983 1,365 0.34% 0.34% 533 0 0.0% Q2 2026 Jul 23, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,980 1,364 0.03% 0.03% 534 0 0.0% Q2 2026 Aug 14, 2026
Trueblood Wealth Management, LLC History No change 3,981 1,364 0.48% 0.48% 535 0 0.0% Q2 2026 Jul 27, 2026
First Citizens Financial Corp History Reduced 4,296 1,363 0.57% 0.64% 536 -153 -3.44% Q3 2026 Oct 02, 2026
PFG Investments, LLC History No change 3,895 1,335 0.05% 0.05% 537 0 0.0% Q2 2026 Jul 23, 2026
GWN SECURITIES INC. History No change 3,883 1,331 0.22% 0.22% 538 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Management, Inc. History No change 3,884 1,331 0.41% 0.41% 539 0 0.0% Q2 2026 Jul 15, 2026
REGIMEN WEALTH, LLC History No change 3,872 1,328 0.36% 0.36% 540 0 0.0% Q2 2026 Aug 05, 2026
Asset Management One Co., Ltd. History No change 3,848 1,319 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 28, 2026
United Advisor Group, LLC History No change 3,850 1,319 0.14% 0.14% 542 0 0.0% Q2 2026 Jul 29, 2026
Alta Wealth Advisors LLC History No change 3,841 1,316 0.36% 0.36% 543 0 0.0% Q2 2026 Jul 30, 2026
NWAM LLC History No change 3,838 1,315 0.07% 0.07% 544 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History No change 3,834 1,314 0.03% 0.03% 545 0 0.0% Q2 2026 Jul 08, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 3,835 1,314 1.71% 1.71% 546 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 3,829 1,312 0.08% 0.08% 547 0 0.0% Q2 2026 Jul 13, 2026
Jefferies Financial Group Inc. History No change 3,794 1,300 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 17, 2026
BridgePort Financial Solutions, LLC History No change 3,775 1,294 0.33% 0.33% 549 0 0.0% Q2 2026 Jul 24, 2026
Sierra Capital LLC History No change 3,761 1,289 0.12% 0.12% 550 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 3,720 1,275 0.19% 0.19% 551 0 0.0% Q2 2026 Jul 30, 2026
GSG Advisors LLC History No change 3,705 1,270 0.28% 0.28% 552 0 0.0% Q2 2026 Aug 13, 2026
W ADVISORS, LLC History No change 3,668 1,257 0.57% 0.57% 553 0 0.0% Q2 2026 Jul 31, 2026
Flagship Private Wealth, LLC History No change 3,624 1,242 0.44% 0.44% 554 0 0.0% Q2 2026 Aug 04, 2026
Interchange Capital Partners, LLC History No change 3,617 1,240 0.23% 0.23% 555 0 0.0% Q2 2026 Jul 20, 2026
RED REEF ADVISORS LLC History No change 3,609 1,237 1.14% 1.14% 556 0 0.0% Q2 2026 Jul 23, 2026
Sherman Wealth Management LLC History No change 3,564 1,221 0.92% 0.92% 557 0 0.0% Q2 2026 Jul 09, 2026
Rehmann Capital Advisory Group History No change 3,556 1,219 0.06% 0.06% 558 0 0.0% Q2 2026 Aug 20, 2026
Inspire Advisors, LLC History No change 3,561 1,219 0.08% 0.08% 559 0 0.0% Q2 2026 Aug 13, 2026
Vantus Wealth LLC History No change 3,555 1,218 0.65% 0.65% 560 0 0.0% Q2 2026 Aug 07, 2026
Two West Capital Advisors LLC History No change 4,013 1,214 0.6% 0.6% 561 0 0.0% Q2 2026 Jul 22, 2026
EHRLICH FINANCIAL GROUP History No change 3,530 1,210 0.62% 0.62% 562 0 0.0% Q2 2026 Jul 09, 2026
Qube Research & Technologies Ltd History No change 3,481 1,193 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 14, 2026
WAYSTONE ADVISORS LLC History No change 3,430 1,175 0.88% 0.88% 564 0 0.0% Q2 2026 Jul 16, 2026
Shore Point Advisors, LLC History No change 3,373 1,156 0.4% 0.4% 565 0 0.0% Q2 2026 Jul 14, 2026
BESSEMER GROUP INC History No change 3,341 1,145 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 3,336 1,143 0.06% 0.06% 567 0 0.0% Q2 2026 Jul 29, 2026
GDS Wealth Management History No change 3,312 1,135 0.05% 0.05% 568 0 0.0% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History No change 3,281 1,124 0.16% 0.16% 569 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 3,266 1,119 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 3,236 1,109 0.02% 0.02% 571 0 0.0% Q2 2026 Jul 09, 2026
West Financial Advisors, LLC History No change 3,191 1,093 0.17% 0.17% 572 0 0.0% Q2 2026 Jul 08, 2026
Adaptive Financial Consulting, LLC History No change 3,182 1,090 0.38% 0.38% 573 0 0.0% Q2 2026 Aug 07, 2026
Sterling Group Wealth Management, LLC History No change 3,181 1,090 0.45% 0.45% 574 0 0.0% Q2 2026 Aug 03, 2026
Balefire, LLC History No change 3,176 1,088 0.18% 0.18% 575 0 0.0% Q2 2026 Jul 07, 2026
Avidian Wealth Enterprises, LLC History No change 3,149 1,079 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 24, 2026
CIBC Bancorp USA Inc. History No change 3,132 1,073 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History No change 3,120 1,069 0.12% 0.12% 578 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 3,104 1,064 0.09% 0.09% 579 0 0.0% Q2 2026 Jul 28, 2026
Smart Money Group LLC History No change 3,092 1,059 0.27% 0.27% 580 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 3,086 1,057 0.05% 0.05% 581 0 0.0% Q2 2026 Jul 10, 2026
MBE Wealth Management, LLC History No change 3,083 1,056 0.37% 0.37% 582 0 0.0% Q2 2026 Jul 24, 2026
LongView Wealth Management History No change 3,062 1,049 0.27% 0.27% 583 0 0.0% Q2 2026 Jul 17, 2026
TFB Advisors LLC History No change 3,057 1,048 0.46% 0.46% 584 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,331 1,039 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 3,008 1,031 0.37% 0.37% 586 0 0.0% Q2 2026 Jul 14, 2026
Eagle Strategies LLC History No change 3,010 1,031 0.1% 0.1% 587 0 0.0% Q2 2026 Jul 21, 2026
Aspire Private Capital, LLC History No change 2,998 1,027 0.21% 0.21% 588 0 0.0% Q2 2026 Jul 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,987 1,024 0.03% 0.03% 589 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 2,988 1,024 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 2,982 1,022 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 22, 2026
Wealthfront Advisers LLC History No change 2,978 1,020 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 07, 2026
Raleigh Capital Management Inc. History No change 2,969 1,017 0.32% 0.32% 593 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 2,964 1,016 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History No change 2,963 1,015 0.11% 0.11% 595 0 0.0% Q2 2026 Jul 30, 2026
Bernardo Wealth Planning LLC History No change 2,959 1,014 0.17% 0.17% 596 0 0.0% Q2 2026 Jul 27, 2026
Nilsine Partners, LLC History No change 2,947 1,010 0.07% 0.07% 597 0 0.0% Q2 2026 Jul 24, 2026
Selby Wealth Management, LLC History No change 2,938 1,007 0.36% 0.36% 598 0 0.0% Q2 2026 Jul 09, 2026
Perissos Private Wealth Management, LLC History No change 2,930 1,004 0.68% 0.68% 599 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 2,907 996 0.03% 0.03% 600 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 2,904 995 0.07% 0.07% 601 0 0.0% Q2 2026 Jul 21, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,900 994 0.05% 0.05% 602 0 0.0% Q2 2026 Aug 06, 2026
Bay Rivers Group History No change 2,861 980 0.33% 0.33% 603 0 0.0% Q2 2026 Jul 09, 2026
FLAGSTAR SECURITIES, INC History No change 2,853 978 0.3% 0.3% 604 0 0.0% Q2 2026 Jul 15, 2026
Robertson Stephens Wealth Management, LLC History No change 2,836 972 0.02% 0.02% 605 0 0.0% Q2 2026 Jul 29, 2026
Palumbo Wealth Management LLC History No change 2,819 966 0.2% 0.2% 606 0 0.0% Q2 2026 Aug 12, 2026
WORLD EQUITY GROUP, INC. History No change 2,812 964 0.22% 0.22% 607 0 0.0% Q2 2026 Jul 09, 2026
Vavra Capital Management, LLC History No change 2,810 963 0.84% 0.84% 608 0 0.0% Q2 2026 Jul 23, 2026
STAGE HARBOR FINANCIAL, LLC History No change 2,800 960 0.55% 0.55% 609 0 0.0% Q2 2026 Aug 07, 2026
Investment Advisory Group, LLC History No change 2,789 956 0.21% 0.21% 610 0 0.0% Q2 2026 Aug 06, 2026
Tyche Wealth Partners LLC History No change 2,791 956 0.13% 0.13% 611 0 0.0% Q2 2026 Aug 06, 2026
Soltis Investment Advisors LLC History No change 2,772 950 0.05% 0.05% 612 0 0.0% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History No change 2,770 949 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 04, 2026
Accelerate Investment Advisors LLC History No change 2,769 949 0.54% 0.54% 614 0 0.0% Q2 2026 Aug 12, 2026
Unify Financial Advisors History No change 2,765 947 0.87% 0.87% 615 0 0.0% Q2 2026 Jul 21, 2026
Fisher Asset Management, LLC History No change 2,758 945 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 04, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,758 945 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 10, 2026
MONEY CONCEPTS CAPITAL CORP History No change 2,736 937 0.04% 0.04% 618 0 0.0% Q2 2026 Aug 04, 2026
Sound View Wealth Advisors Group, LLC History No change 2,736 937 0.06% 0.06% 619 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 2,730 935 0.23% 0.23% 620 0 0.0% Q2 2026 Jul 07, 2026
Busey Bank History No change 2,718 931 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 2,708 928 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 11, 2026
Center For Asset Management LLC History No change 2,706 927 0.41% 0.41% 623 0 0.0% Q2 2026 Jul 27, 2026
FSM Wealth Advisors, LLC History No change 2,684 920 0.1% 0.1% 624 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 2,682 919 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 10, 2026
Lee Financial Co History No change 2,667 914 0.12% 0.12% 626 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 2,652 909 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 06, 2026
Cyndeo Wealth Partners, LLC History No change 2,651 908 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 21, 2026
Johnson Financial Group, Inc. History No change 2,648 907 0.03% 0.03% 629 0 0.0% Q2 2026 Aug 10, 2026
Optivise Advisory Services LLC History No change 2,641 905 0.46% 0.46% 630 0 0.0% Q2 2026 Jul 13, 2026
OMNI 360 Wealth, Inc. History No change 2,638 904 0.42% 0.42% 631 0 0.0% Q2 2026 Jul 13, 2026
Dakota Wealth Management History No change 2,574 882 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 07, 2026
FIRST FOUNDATION ADVISORS History No change 2,557 876 0.03% 0.03% 633 0 0.0% Q2 2026 Aug 14, 2026
Vantage Point Financial LLC History No change 2,549 874 0.27% 0.27% 634 0 0.0% Q2 2026 Aug 14, 2026
FWG Investments, LLC. History No change 2,545 872 0.46% 0.46% 635 0 0.0% Q2 2026 Jul 28, 2026
Integrity Advisory Solutions, LLC History No change 2,543 871 0.09% 0.09% 636 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 2,532 868 0.24% 0.24% 637 0 0.0% Q2 2026 Aug 03, 2026
RDA Financial Network History No change 2,526 866 0.19% 0.19% 638 0 0.0% Q2 2026 Jul 06, 2026
MTM Investment Management, LLC History No change 2,522 864 0.25% 0.25% 639 0 0.0% Q2 2026 Aug 03, 2026
Atlas Brown,Inc. History No change 2,518 863 0.23% 0.23% 640 0 0.0% Q2 2026 Jul 09, 2026
Activest Wealth Management History No change 2,505 858 0.17% 0.17% 641 0 0.0% Q2 2026 Jul 16, 2026
NORTHLAND SECURITIES, INC. History No change 2,496 855 0.5% 0.5% 642 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 2,493 854 0.04% 0.04% 643 0 0.0% Q2 2026 Aug 04, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 2,484 851 0.04% 0.04% 644 0 0.0% Q2 2026 Jul 31, 2026
Joel Adams & Associates, Inc. History No change 2,439 836 0.54% 0.54% 645 0 0.0% Q2 2026 Aug 06, 2026
V2 Financial group LLC History No change 2,439 836 0.31% 0.31% 646 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group, Inc. History No change 2,426 831 0.44% 0.44% 647 0 0.0% Q2 2026 Jul 21, 2026
TCFG Investment Advisors, LLC History No change 2,400 822 0.28% 0.28% 648 0 0.0% Q2 2026 Jul 17, 2026
Virtus Family Office LLC History No change 2,389 819 0.65% 0.65% 649 0 0.0% Q2 2026 Aug 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,387 818 0.06% 0.06% 650 0 0.0% Q2 2026 Jul 07, 2026
COWA, LLC History No change 2,385 817 0.2% 0.2% 651 0 0.0% Q2 2026 Aug 05, 2026
Fingerlakes Wealth Management, Inc. History No change 2,378 815 0.44% 0.44% 652 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 2,365 810 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 13, 2026
Stonebrook Private Inc. History No change 2,364 810 0.15% 0.15% 654 0 0.0% Q2 2026 Aug 14, 2026
IFS Group,LLC History No change 2,355 807 1.11% 1.11% 655 0 0.0% Q2 2026 Jul 23, 2026
Horizon Wealth Management, LLC History No change 2,342 803 0.1% 0.1% 656 0 0.0% Q2 2026 Aug 06, 2026
WEALTHGARDEN F.S. LLC History No change 2,341 802 0.45% 0.45% 657 0 0.0% Q2 2026 Jul 31, 2026
Bucket List Wealth Management, LLC History No change 2,339 801 0.39% 0.39% 658 0 0.0% Q2 2026 Jul 16, 2026
Avantra Family Wealth, Inc. History No change 2,311 792 0.51% 0.51% 659 0 0.0% Q2 2026 Jul 29, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 2,549 790 0.26% 0.26% 660 0 0.0% Q2 2026 Aug 13, 2026
J. M. Brown & Associates Inc. History No change 2,302 789 0.45% 0.45% 661 0 0.0% Q2 2026 Jul 23, 2026
Fairvoy Private Wealth, LLC History No change 2,299 788 0.16% 0.16% 662 0 0.0% Q2 2026 Jul 17, 2026
Spectrum Wealth Advisory Group, LLC History No change 2,273 779 0.22% 0.22% 663 0 0.0% Q2 2026 Aug 06, 2026
Ethic Inc. History No change 2,263 775 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 29, 2026
LS Investment Advisors, LLC History No change 2,260 774 0.1% 0.1% 665 0 0.0% Q2 2026 Jul 21, 2026
Aspire Growth Partners LLC History No change 2,216 759 0.44% 0.44% 666 0 0.0% Q2 2026 Jul 29, 2026
Cambria Investment Management, L.P. History No change 2,213 758 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 2,213 758 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,211 758 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 28, 2026
Arcadia Wealth Management, LLC History No change 2,212 758 0.24% 0.24% 670 0 0.0% Q2 2026 Jul 20, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,178 746 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 31, 2026
Semus Wealth Partners LLC History No change 2,142 734 0.35% 0.35% 672 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 2,134 731 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 11, 2026
Clark Asset Management, LLC History No change 2,127 729 0.06% 0.06% 674 0 0.0% Q2 2026 Jul 07, 2026
Independent Wealth Network Inc. History No change 2,119 726 0.18% 0.18% 675 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Advisor Solutions LLC History No change 2,117 725 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 07, 2026
HBW ADVISORY SERVICES LLC History No change 2,103 720 0.07% 0.07% 677 0 0.0% Q2 2026 Jul 16, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,088 715 0.01% 0.01% 678 0 0.0% Q2 2026 Sep 23, 2026
First Bank & Trust History No change 2,079 712 0.1% 0.1% 679 0 0.0% Q2 2026 Jul 09, 2026
Oxinas Partners, LLC History No change 2,074 711 0.28% 0.28% 680 0 0.0% Q2 2026 Jul 14, 2026
Hyundai Investments Co., Ltd. History No change 2,113 709 0.77% 0.77% 681 0 0.0% Q2 2026 Aug 14, 2026
Delos Wealth Advisors, LLC History No change 2,068 708 0.36% 0.36% 682 0 0.0% Q2 2026 Aug 14, 2026
Capital Squared Financial LLC History No change 2,068 708 0.46% 0.46% 683 0 0.0% Q2 2026 Jul 21, 2026
Aristides Capital LLC History No change 2,064 707 0.14% 0.14% 684 0 0.0% Q2 2026 Aug 13, 2026
Legacy Trust History No change 2,060 706 0.12% 0.12% 685 0 0.0% Q2 2026 Jul 31, 2026
Vision Retirement, LLC History No change 2,061 706 0.17% 0.17% 686 0 0.0% Q2 2026 Jul 21, 2026
Rinkey Investments History No change 2,055 704 0.17% 0.17% 687 0 0.0% Q2 2026 Jul 20, 2026
Mallini Complete Financial Planning LLC History Added to 2,212 702 0.49% 0.54% 688 +1 0.05% Q3 2026 Oct 06, 2026
Owen LaRue, LLC History No change 2,042 700 0.24% 0.24% 689 0 0.0% Q2 2026 Jul 22, 2026
Noble Wealth Partners LLC History No change 2,028 695 0.6% 0.6% 690 0 0.0% Q2 2026 Jul 24, 2026
SeaCrest Wealth Management, LLC History No change 2,025 694 0.08% 0.08% 691 0 0.0% Q2 2026 Jul 09, 2026
Heirloom Wealth Management History No change 1,979 678 0.1% 0.1% 692 0 0.0% Q2 2026 Aug 03, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 1,980 678 0.05% 0.05% 693 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,974 676 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 16, 2026
WealthPoint Financial, LLC History No change 1,968 674 0.49% 0.49% 695 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 1,951 668 0.02% 0.02% 696 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 1,950 668 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 12, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 1,932 662 0.28% 0.28% 698 0 0.0% Q2 2026 Jul 24, 2026
Santori & Peters, Inc. History No change 1,922 658 0.19% 0.19% 699 0 0.0% Q2 2026 Jul 24, 2026
LEGACY SOLUTIONS, LLC History No change 1,922 658 0.53% 0.53% 700 0 0.0% Q2 2026 Jul 06, 2026
Allen Capital Group, LLC History No change 1,896 650 0.05% 0.05% 701 0 0.0% Q2 2026 Jul 27, 2026
46 Peaks LLC History No change 1,898 650 0.41% 0.41% 702 0 0.0% Q2 2026 Aug 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,890 647 0.04% 0.04% 703 0 0.0% Q2 2026 Jul 31, 2026
Mosley Wealth Management History No change 1,876 643 0.2% 0.2% 704 0 0.0% Q2 2026 Jul 23, 2026
RiverGlades Family Offices LLC History No change 1,859 637 0.29% 0.29% 705 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 1,857 636 0.08% 0.08% 706 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,851 634 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
L. Roy Papp & Associates, LLP History No change 1,845 632 0.07% 0.07% 708 0 0.0% Q2 2026 Jul 23, 2026
Moors & Cabot, Inc. History No change 1,839 630 0.02% 0.02% 709 0 0.0% Q2 2026 Aug 10, 2026
Integrity Wealth Solutions LLC History No change 1,834 628 0.23% 0.23% 710 0 0.0% Q2 2026 Jul 30, 2026
Whalen Wealth Management Inc. History No change 1,827 626 0.28% 0.28% 711 0 0.0% Q2 2026 Aug 13, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 1,825 625 0.51% 0.51% 712 0 0.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History No change 1,816 622 0.02% 0.02% 713 0 0.0% Q2 2026 Jul 29, 2026
Jacobi Capital Management LLC History No change 1,812 621 0.03% 0.03% 714 0 0.0% Q2 2026 Jul 31, 2026
Onyx Bridge Wealth Group LLC History No change 1,805 618 0.06% 0.06% 715 0 0.0% Q2 2026 Jul 23, 2026
Waterloo Capital, L.P. History No change 1,782 610 0.03% 0.03% 716 0 0.0% Q2 2026 Jul 29, 2026
EWA, LLC History No change 1,777 609 0.11% 0.11% 717 0 0.0% Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History No change 1,777 609 0.05% 0.05% 718 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,766 605 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 1,755 601 0.25% 0.25% 720 0 0.0% Q2 2026 Aug 14, 2026
Arrowroot Family Office, LLC History No change 1,749 599 0.17% 0.17% 721 0 0.0% Q2 2026 Aug 06, 2026
Factor Wealth Management LTD History No change 1,748 599 0.09% 0.09% 722 0 0.0% Q2 2026 Jul 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,746 598 0.22% 0.22% 723 0 0.0% Q2 2026 Jul 08, 2026
FIRST MERCHANTS CORP History No change 1,745 598 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 15, 2026
Centennial Advisors, LLC History No change 1,745 598 0.71% 0.71% 725 0 0.0% Q2 2026 Jul 27, 2026
Concorde Asset Management, LLC History No change 1,730 593 0.34% 0.34% 726 0 0.0% Q2 2026 Aug 18, 2026
Maia Wealth LLC History No change 1,729 592 0.09% 0.09% 727 0 0.0% Q2 2026 Jul 28, 2026
KERR FINANCIAL PLANNING Corp History No change 1,729 592 0.66% 0.66% 728 0 0.0% Q2 2026 Jul 02, 2026
Trust Co of the South History No change 1,725 591 0.08% 0.08% 729 0 0.0% Q2 2026 Jul 01, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,723 590 0.03% 0.03% 730 0 0.0% Q2 2026 Aug 03, 2026
XY Planning Network, Inc. History No change 1,721 590 0.07% 0.07% 731 0 0.0% Q2 2026 Jul 14, 2026
Syntegra Private Wealth Group, LLC History No change 1,708 585 0.05% 0.05% 732 0 0.0% Q2 2026 Jul 15, 2026
Teamwork Financial Advisors, LLC History No change 1,702 583 0.05% 0.05% 733 0 0.0% Q2 2026 Jul 08, 2026
Centric Wealth Management History No change 2,053 583 0.09% 0.09% 734 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 1,701 583 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 1,700 582 0.04% 0.04% 736 0 0.0% Q2 2026 Aug 07, 2026
Empire Financial Management Company, LLC History No change 1,693 580 0.23% 0.23% 737 0 0.0% Q2 2026 Aug 14, 2026
OPINICUS CAPITAL, INC. History No change 1,689 578 0.31% 0.31% 738 0 0.0% Q2 2026 Jul 27, 2026
Emissary Wealth LLC History No change 1,682 576 0.44% 0.44% 739 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History No change 1,669 572 0.07% 0.07% 740 0 0.0% Q2 2026 Jul 08, 2026
CALTON & ASSOCIATES, INC. History No change 1,666 571 0.08% 0.08% 741 0 0.0% Q2 2026 Aug 10, 2026
Merited Wealth, LLC History No change 1,661 569 0.4% 0.4% 742 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 1,654 567 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 1,655 567 0.14% 0.14% 744 0 0.0% Q2 2026 Jul 30, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,654 566 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 20, 2026
Aspire Capital Advisors LLC History No change 1,651 566 0.11% 0.11% 746 0 0.0% Q2 2026 Aug 05, 2026
WealthBridge Capital Management, LLC History No change 1,650 565 0.11% 0.11% 747 0 0.0% Q2 2026 Jul 24, 2026
Aprio Wealth Management, LLC History No change 1,651 565 0.03% 0.03% 748 0 0.0% Q2 2026 Jul 24, 2026
FLP Wealth Management, LLC History No change 1,645 564 1.0% 1.0% 749 0 0.0% Q2 2026 Jul 28, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 1,643 563 0.32% 0.32% 750 0 0.0% Q2 2026 Aug 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,640 562 0.03% 0.03% 751 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 1,639 562 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 12, 2026
Lakeridge Wealth Management LLC History No change 1,641 562 0.21% 0.21% 753 0 0.0% Q2 2026 Jul 14, 2026
White Lighthouse Investment Management Inc. History No change 1,633 559 0.07% 0.07% 754 0 0.0% Q2 2026 Aug 04, 2026
LifeSteps Financial, Inc. History No change 1,631 559 0.26% 0.26% 755 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,620 555 0.11% 0.11% 756 0 0.0% Q2 2026 Jul 17, 2026
Smithfield Trust Co History No change 1,617 554 0.02% 0.02% 757 0 0.0% Q2 2026 Aug 05, 2026
Facet Wealth, Inc. History No change 1,616 554 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 27, 2026
St. Clair Advisors, LLC History No change 1,617 554 0.14% 0.14% 759 0 0.0% Q2 2026 Jul 06, 2026
Cooper Financial Group History No change 1,607 550 0.05% 0.05% 760 0 0.0% Q2 2026 Jul 08, 2026
Washington Trust Advisors, Inc. History No change 1,600 548 0.04% 0.04% 761 0 0.0% Q2 2026 Jul 29, 2026
ADG Wealth Management Group, LLC History No change 1,576 540 0.34% 0.34% 762 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 1,571 538 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 11, 2026
Quadcap Wealth Management, LLC History No change 1,562 535 0.05% 0.05% 764 0 0.0% Q2 2026 Jul 31, 2026
Benson Wealth Management INC History No change 1,557 533 0.54% 0.54% 765 0 0.0% Q2 2026 Aug 10, 2026
Lifeworks Advisors, LLC History No change 1,548 530 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 1,527 523 0.15% 0.15% 767 0 0.0% Q2 2026 Jul 28, 2026
Arvest Bank Trust Division History No change 1,514 519 0.03% 0.03% 768 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management, Inc. History No change 1,514 519 0.34% 0.34% 769 0 0.0% Q2 2026 Jul 16, 2026
MW ADVISORY, LLC History No change 1,516 519 0.21% 0.21% 770 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Financial Group, LLC /NE/ History No change 1,508 516 0.32% 0.32% 771 0 0.0% Q2 2026 Aug 11, 2026
JTC Employer Solutions Trustee Ltd History No change 1,502 515 0.04% 0.04% 772 0 0.0% Q2 2026 Jul 31, 2026
Astoria Portfolio Advisors LLC. History No change 1,494 512 0.09% 0.09% 773 0 0.0% Q2 2026 Jul 28, 2026
Newman Dignan & Sheerar, Inc. History No change 1,491 511 0.1% 0.1% 774 0 0.0% Q2 2026 Jul 14, 2026
JT Stratford LLC History No change 1,487 509 0.06% 0.06% 775 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 1,474 505 0.1% 0.1% 776 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 1,468 503 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 06, 2026
Baron Financial Group, LLC History No change 1,470 503 0.24% 0.24% 778 0 0.0% Q2 2026 Jul 09, 2026
Freedom Investment Management, Inc. History No change 1,465 502 0.14% 0.14% 779 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 1,464 502 0.27% 0.27% 780 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 1,459 500 0.06% 0.06% 781 0 0.0% Q2 2026 Jul 30, 2026
Lunt Capital Management, Inc. History No change 1,457 499 0.18% 0.18% 782 0 0.0% Q2 2026 Jul 30, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 1,450 497 0.13% 0.13% 783 0 0.0% Q2 2026 Jul 09, 2026
Kastel Capital Advisors, LLC History No change 2,057 493 0.31% 0.31% 784 0 0.0% Q2 2026 Jul 09, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,438 492 0.05% 0.05% 785 0 0.0% Q2 2026 Aug 11, 2026
ASL Financial, LLC History No change 1,418 486 0.34% 0.34% 786 0 0.0% Q2 2026 Jul 21, 2026
HBK Sorce Advisory LLC History No change 1,544 478 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Advisory Group L.L.C. History No change 1,390 476 0.18% 0.18% 788 0 0.0% Q2 2026 Jul 22, 2026
SYM FINANCIAL Corp History No change 1,381 473 0.04% 0.04% 789 0 0.0% Q2 2026 Aug 04, 2026
AlphaStar Capital Management, LLC History No change 1,378 472 0.03% 0.03% 790 0 0.0% Q2 2026 Jul 30, 2026
Legacy Wealth Partners, LLC History No change 1,376 471 0.11% 0.11% 791 0 0.0% Q2 2026 Jul 22, 2026
FIRST TRUST ADVISORS LP History No change 1,370 469 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 11, 2026
IAG Wealth Partners, LLC History No change 1,366 468 0.05% 0.05% 793 0 0.0% Q2 2026 Aug 06, 2026
JBR Co Financial Management Inc History No change 1,357 465 0.17% 0.17% 794 0 0.0% Q2 2026 Jul 09, 2026
Fifth Third Wealth Advisors LLC History No change 1,343 460 0.01% 0.01% 795 0 0.0% Q2 2026 Jul 17, 2026
Members Advisory Group LLC History No change 1,340 459 0.13% 0.13% 796 0 0.0% Q2 2026 Jul 15, 2026
Successful Portfolios LLC History No change 1,426 458 0.21% 0.21% 797 0 0.0% Q2 2026 Jul 14, 2026
Midwest Trust Co History No change 1,330 455 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,320 452 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 11, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 1,310 449 0.31% 0.31% 800 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,310 448 0.13% 0.13% 801 0 0.0% Q2 2026 Aug 12, 2026
Kelman-Lazarov, Inc. History No change 1,302 446 0.06% 0.06% 802 0 0.0% Q2 2026 Aug 10, 2026
FOCUSED ALPHA, LLC History No change 1,295 443 0.11% 0.11% 803 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 1,289 441 0.23% 0.23% 804 0 0.0% Q2 2026 Jul 27, 2026
Blue Capital, Inc. History No change 1,285 440 0.28% 0.28% 805 0 0.0% Q2 2026 Aug 11, 2026
Veracity Capital LLC History No change 1,283 439 0.12% 0.12% 806 0 0.0% Q2 2026 Jul 10, 2026
Storen Legacy Partners, LLC History No change 1,270 435 0.12% 0.12% 807 0 0.0% Q2 2026 Jul 17, 2026
USAdvisors Wealth Management, LLC History No change 1,267 434 0.12% 0.12% 808 0 0.0% Q2 2026 Jul 29, 2026
HMV Wealth Advisors, LLC History No change 1,268 434 0.17% 0.17% 809 0 0.0% Q2 2026 Jul 13, 2026
Rede Wealth, LLC History No change 1,253 429 0.14% 0.14% 810 0 0.0% Q2 2026 Aug 03, 2026
Kestra Investment Management, LLC History No change 1,248 427 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 05, 2026
Ryan Investment Management, Inc. History No change 1,248 427 0.19% 0.19% 812 0 0.0% Q2 2026 Jul 07, 2026
Cape Investment Advisory, Inc. History No change 1,238 424 0.11% 0.11% 813 0 0.0% Q2 2026 Jul 23, 2026
Allegheny Financial Group History No change 1,226 420 0.04% 0.04% 814 0 0.0% Q2 2026 Jul 22, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 1,314 416 0.0% 0.0% 815 +719 120.84% Q3 2026 Oct 05, 2026
CogentBlue Wealth Advisors, LLC History No change 1,212 415 0.24% 0.24% 816 0 0.0% Q2 2026 Jul 16, 2026
Brookwood Investment Group LLC History No change 1,207 413 0.05% 0.05% 817 0 0.0% Q2 2026 Jul 23, 2026
Wealth Care LLC History No change 1,207 413 0.33% 0.33% 818 0 0.0% Q2 2026 Jul 15, 2026
Glassman Wealth Services History No change 1,202 412 0.05% 0.05% 819 0 0.0% Q2 2026 Aug 05, 2026
Destiny Wealth Partners, LLC History No change 1,366 409 0.06% 0.06% 820 0 0.0% Q2 2026 Aug 07, 2026
Cherry Tree Wealth Management, LLC History No change 1,195 409 0.08% 0.08% 821 0 0.0% Q2 2026 Sep 15, 2026
ProVise Management Group, LLC History No change 1,189 407 0.03% 0.03% 822 0 0.0% Q2 2026 Aug 03, 2026
Traction Financial Partners, LLC History No change 1,190 407 0.22% 0.22% 823 0 0.0% Q2 2026 Aug 13, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 1,186 406 0.62% 0.62% 824 0 0.0% Q2 2026 Jul 16, 2026
Marble Wealth, LLC History No change 1,183 405 0.06% 0.06% 825 0 0.0% Q2 2026 Aug 07, 2026
Resurgent Financial Advisors LLC History No change 1,170 401 0.11% 0.11% 826 0 0.0% Q2 2026 Aug 14, 2026
VestGen Investment Management History No change 1,164 399 0.21% 0.21% 827 0 0.0% Q2 2026 Jul 31, 2026
Wellington Shields Capital Management, LLC History No change 1,163 398 0.05% 0.05% 828 0 0.0% Q2 2026 Aug 10, 2026
Strid Group, LLC History No change 1,152 394 0.04% 0.04% 829 0 0.0% Q2 2026 Jul 23, 2026
LINCOLN CAPITAL CORP History No change 1,145 392 0.13% 0.13% 830 0 0.0% Q2 2026 Jul 16, 2026
Royal Harbor Partners, LLC History No change 1,146 392 0.12% 0.12% 831 0 0.0% Q2 2026 Jul 27, 2026
STRATEGY ASSET MANAGERS LLC History No change 1,142 391 0.06% 0.06% 832 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 1,139 390 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 14, 2026
Tufton Capital Management History No change 1,133 388 0.07% 0.07% 834 0 0.0% Q2 2026 Jul 27, 2026
Sequent Planning LLC History No change 1,132 388 0.08% 0.08% 835 0 0.0% Q2 2026 Aug 14, 2026
INVESTED ADVISORS History No change 1,130 387 0.34% 0.34% 836 0 0.0% Q2 2026 Aug 04, 2026
Legacy Edge Advisors, LLC History No change 1,126 386 0.04% 0.04% 837 0 0.0% Q2 2026 Aug 11, 2026
MinichMacGregor Wealth Management, LLC History No change 1,104 378 0.06% 0.06% 838 0 0.0% Q2 2026 Jul 16, 2026
Ergawealth Advisors, Inc. History No change 1,099 376 0.15% 0.15% 839 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 1,096 375 0.03% 0.03% 840 0 0.0% Q2 2026 Aug 14, 2026
New Hampshire Trust History No change 1,095 375 0.07% 0.07% 841 0 0.0% Q2 2026 Jul 27, 2026
Valued Retirements, Inc. History No change 1,087 372 0.33% 0.33% 842 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 1,081 370 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 28, 2026
Zhang Financial LLC History No change 1,077 369 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 30, 2026
4J Wealth Management LLC History No change 1,078 369 0.18% 0.18% 845 0 0.0% Q2 2026 Jul 21, 2026
Purpose Unlimited Inc. History No change 1,076 368 0.01% 0.01% 846 0 0.0% Q2 2026 Aug 13, 2026
Forefront Wealth Partners, LLC History No change 1,063 364 0.11% 0.11% 847 0 0.0% Q2 2026 Aug 20, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 1,061 363 0.09% 0.09% 848 0 0.0% Q2 2026 Jul 13, 2026
SIERRA OCEAN, LLC History No change 1,060 363 0.25% 0.25% 849 0 0.0% Q2 2026 Aug 07, 2026
James J. Burns & Company, LLC History No change 1,056 362 0.04% 0.04% 850 0 0.0% Q2 2026 Aug 06, 2026
FourThought Financial Partners, LLC History No change 1,056 361 0.03% 0.03% 851 0 0.0% Q2 2026 Aug 12, 2026
BBR PARTNERS, LLC History No change 1,045 358 0.02% 0.02% 852 0 0.0% Q2 2026 Aug 11, 2026
NCM Capital Management, LLC History No change 1,045 358 0.11% 0.11% 853 0 0.0% Q2 2026 Aug 14, 2026
Chancellor Financial Group WB LP History No change 1,047 358 0.22% 0.22% 854 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 1,043 357 0.02% 0.02% 855 0 0.0% Q2 2026 Aug 17, 2026
Summit Investment Advisory Services, LLC History No change 1,040 356 0.09% 0.09% 856 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 1,036 355 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,038 355 0.04% 0.04% 858 0 0.0% Q2 2026 Jul 22, 2026
GENTRY PRIVATE WEALTH, LLC History No change 1,031 353 0.18% 0.18% 859 0 0.0% Q2 2026 Aug 05, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,029 352 0.03% 0.03% 860 0 0.0% Q2 2026 Jul 14, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 1,028 352 0.15% 0.15% 861 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Wealth Management, LLC History No change 1,026 351 0.31% 0.31% 862 0 0.0% Q2 2026 Jul 16, 2026
CENTRAL TRUST Co History No change 1,019 349 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Asset Management, LLC History No change 1,018 349 0.03% 0.03% 864 0 0.0% Q2 2026 Aug 11, 2026
Blackston Financial Advisory Group, LLC History No change 1,020 349 0.2% 0.2% 865 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 1,015 348 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 24, 2026
Visionary Wealth Advisors History No change 1,016 348 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 1,008 345 0.12% 0.12% 868 0 0.0% Q2 2026 Aug 11, 2026
Financial Futures Ltd Liability Co. History No change 1,006 344 0.13% 0.13% 869 0 0.0% Q2 2026 Jul 27, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 997 342 0.02% 0.02% 870 0 0.0% Q2 2026 Aug 07, 2026
American Money Management, LLC History No change 998 342 0.05% 0.05% 871 0 0.0% Q2 2026 Aug 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 1,000 342 0.02% 0.02% 872 0 0.0% Q2 2026 Aug 10, 2026
Accredited Investors Inc. History No change 987 338 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 21, 2026
Darwin Wealth Management, LLC History No change 986 338 0.09% 0.09% 874 0 0.0% Q2 2026 Jul 21, 2026
Bright Futures Wealth Management, LLC. History No change 987 338 0.22% 0.22% 875 0 0.0% Q2 2026 Jul 24, 2026
Advisors Capital Management, LLC History No change 982 336 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 11, 2026
Tennessee Valley Asset Management Partners History No change 982 336 0.04% 0.04% 877 0 0.0% Q2 2026 Aug 10, 2026
Spinnaker Investment Group, LLC History No change 973 333 0.05% 0.05% 878 0 0.0% Q2 2026 Jul 10, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 973 333 0.1% 0.1% 879 0 0.0% Q2 2026 Jul 23, 2026
Fiscal Wisdom Wealth Management, LLC History No change 972 333 0.28% 0.28% 880 0 0.0% Q2 2026 Jul 21, 2026
CGN Advisors LLC History No change 970 332 0.02% 0.02% 881 0 0.0% Q2 2026 Jul 06, 2026
Mesirow Financial Investment Management, Inc. History No change 964 330 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 22, 2026
Confluence Wealth Services, Inc. History No change 970 330 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 960 329 0.09% 0.09% 884 0 0.0% Q2 2026 Jul 14, 2026
PEOPLES BANK /OH History No change 961 329 0.17% 0.17% 885 0 0.0% Q2 2026 Jul 27, 2026
Harvest Investment Services, LLC History No change 958 328 0.05% 0.05% 886 0 0.0% Q2 2026 Aug 14, 2026
GoalVest Advisory LLC History No change 1,031 327 0.06% 0.07% 887 0 0.0% Q3 2026 Oct 02, 2026
Meridian Wealth Management, LLC History No change 953 326 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Management History No change 953 326 0.34% 0.34% 889 0 0.0% Q2 2026 Aug 10, 2026
Composition Wealth, LLC History No change 949 325 0.0% 0.0% 890 0 0.0% Q2 2026 Jul 22, 2026
Opulen Financial Group LLC History No change 950 325 0.2% 0.2% 891 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 947 324 0.02% 0.02% 892 0 0.0% Q2 2026 Aug 12, 2026
Linscomb Wealth, Inc. History No change 942 322 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 31, 2026
SC&H Financial Advisors, Inc. History No change 941 322 0.04% 0.04% 894 0 0.0% Q2 2026 Aug 04, 2026
RCS Financial Planning, LLC History No change 939 321 0.15% 0.15% 895 0 0.0% Q2 2026 Jul 22, 2026
Meeder Advisory Services, Inc. History No change 932 319 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 07, 2026
Williams Jones Wealth Management, LLC. History No change 930 318 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 05, 2026
SEEDS INVESTOR LLC History No change 929 318 0.03% 0.03% 898 0 0.0% Q2 2026 Aug 12, 2026
Intelligence Driven Advisers, LLC History No change 927 317 0.05% 0.05% 899 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 915 313 0.04% 0.04% 900 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 909 311 0.06% 0.06% 901 0 0.0% Q2 2026 Aug 05, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 903 309 0.14% 0.14% 902 0 0.0% Q2 2026 Aug 13, 2026
1ST SOURCE BANK History No change 900 308 0.01% 0.01% 903 0 0.0% Q2 2026 Aug 06, 2026
Lighthouse Investment Partners, LLC History No change 900 308 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 14, 2026
WESPAC Advisors SoCal, LLC History No change 897 307 0.05% 0.05% 905 0 0.0% Q2 2026 Jul 16, 2026
Key FInancial Inc History No change 892 305 0.05% 0.05% 906 0 0.0% Q2 2026 Jul 24, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 892 305 0.04% 0.04% 907 0 0.0% Q2 2026 Jul 21, 2026
Prosperity Consulting Group, LLC History No change 889 304 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 13, 2026
Accel Wealth Management History No change 885 303 0.07% 0.07% 909 0 0.0% Q2 2026 Jul 10, 2026
WILLIAM JOHN SEMPOLINSKI History No change 879 301 0.12% 0.12% 910 0 0.0% Q2 2026 Aug 14, 2026
CPR Investments Inc. History No change 870 298 0.23% 0.23% 911 0 0.0% Q2 2026 Jul 14, 2026
Wealth Quarterback LLC History No change 869 297 0.09% 0.09% 912 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 864 296 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 14, 2026
Wood Tarver Financial Group, LLC History No change 864 296 0.07% 0.07% 914 0 0.0% Q2 2026 Aug 13, 2026
Insight Advisors, LLC/ PA History No change 862 295 0.05% 0.05% 915 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 861 295 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 10, 2026
SMITH, MOORE & CO. History No change 858 294 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ADVISERS INC History No change 855 293 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 13, 2026
J HAGAN CAPITAL, INC. History No change 853 292 0.14% 0.14% 919 0 0.0% Q2 2026 Aug 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 850 291 0.07% 0.07% 920 0 0.0% Q2 2026 Jul 15, 2026
Itau Unibanco Holding S.A. History No change 848 290 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 847 290 0.03% 0.03% 922 0 0.0% Q2 2026 Jul 22, 2026
Marin Bay Wealth Advisors, LLC History No change 847 290 0.16% 0.16% 923 0 0.0% Q2 2026 Aug 10, 2026
Intellus Advisors LLC History No change 845 289 0.04% 0.04% 924 0 0.0% Q2 2026 Aug 12, 2026
Leelyn Smith, LLC History No change 843 288 0.04% 0.04% 925 0 0.0% Q2 2026 Jul 23, 2026
Integrity Financial Corp /WA History No change 843 288 0.14% 0.14% 926 0 0.0% Q2 2026 Jul 31, 2026
Headlands Technologies LLC History No change 840 287 0.03% 0.03% 927 0 0.0% Q2 2026 Aug 12, 2026
Kroeger Financial Partners History No change 839 287 0.28% 0.28% 928 0 0.0% Q2 2026 Jul 27, 2026
First PREMIER Bank History No change 834 286 0.05% 0.05% 929 0 0.0% Q2 2026 Jul 15, 2026
Freestone Capital Holdings, LLC History No change 831 284 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 31, 2026
Occidental Asset Management, LLC History No change 830 284 0.03% 0.03% 931 0 0.0% Q2 2026 Aug 07, 2026
Connecticut Capital Management Group, LLC History No change 830 284 0.23% 0.23% 932 0 0.0% Q2 2026 Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 826 283 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 11, 2026
POM Investment Strategies, LLC History No change 827 283 0.32% 0.32% 934 0 0.0% Q2 2026 Jul 30, 2026
NorthCoast Asset Management LLC History No change 823 282 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 12, 2026
Atlatl Advisers LLC History No change 821 281 0.07% 0.07% 936 0 0.0% Q2 2026 Jul 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 810 277 0.0% 0.0% 937 0 0.0% Q2 2026 Jul 24, 2026
FAS Wealth Partners, Inc. History No change 803 275 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 29, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 801 274 0.05% 0.05% 939 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 799 273 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 794 272 0.06% 0.06% 941 0 0.0% Q2 2026 Jul 22, 2026
Expressive Wealth LLC History No change 795 272 0.26% 0.26% 942 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 792 271 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors Wealth Management, LLC History No change 792 271 0.03% 0.03% 944 0 0.0% Q2 2026 Jul 23, 2026
Briggs Wealth Management, Inc History No change 791 271 0.25% 0.25% 945 0 0.0% Q2 2026 Aug 06, 2026
AA Financial Advisors, LLC History No change 786 269 0.03% 0.03% 946 0 0.0% Q2 2026 Jul 17, 2026
Pine Harbor Wealth Management, LLC History No change 781 267 0.07% 0.07% 947 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 777 266 0.02% 0.02% 948 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 776 266 0.07% 0.07% 949 0 0.0% Q2 2026 Aug 07, 2026
Financial Partners Group, Inc History No change 773 265 0.03% 0.03% 950 0 0.0% Q2 2026 Jul 23, 2026
Sepio Capital, LP History No change 774 265 0.01% 0.01% 951 0 0.0% Q2 2026 Jul 28, 2026
Orion Capital Management LLC History No change 775 265 0.08% 0.08% 952 0 0.0% Q2 2026 Aug 17, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 772 264 0.03% 0.03% 953 0 0.0% Q2 2026 Aug 05, 2026
May Hill Capital, LLC History No change 770 264 0.06% 0.06% 954 0 0.0% Q2 2026 Aug 07, 2026
Pearl Planning LLC History No change 772 264 0.12% 0.12% 955 0 0.0% Q2 2026 Jul 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 770 263 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 23, 2026
Family Manage LLC History No change 769 263 0.03% 0.03% 957 0 0.0% Q2 2026 Aug 14, 2026
ENTREWEALTH, LLC History No change 856 263 0.1% 0.1% 958 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 766 262 0.18% 0.18% 959 0 0.0% Q2 2026 Jul 24, 2026
KELLY FINANCIAL GROUP LLC History No change 759 260 0.06% 0.06% 960 0 0.0% Q2 2026 Jul 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 759 260 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 755 258 0.01% 0.01% 962 0 0.0% Q2 2026 Aug 04, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 752 257 0.02% 0.02% 963 0 0.0% Q2 2026 Jul 23, 2026
Vertex Planning Partners, LLC History No change 752 257 0.04% 0.04% 964 0 0.0% Q2 2026 Aug 14, 2026
Madson Wealth Advisors Inc History No change 751 257 0.17% 0.17% 965 0 0.0% Q2 2026 Jul 21, 2026
SMART Wealth LLC History No change 749 256 0.06% 0.06% 966 0 0.0% Q2 2026 Aug 05, 2026
HORAN Wealth, LLC History No change 744 255 0.03% 0.03% 967 0 0.0% Q2 2026 Aug 26, 2026
Opal Wealth Advisors, LLC History No change 741 254 0.05% 0.05% 968 0 0.0% Q2 2026 Jul 20, 2026
TD Capital Management LLC History No change 734 251 0.02% 0.02% 969 0 0.0% Q2 2026 Aug 06, 2026
MANNING & NAPIER ADVISORS LLC History No change 732 250 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 731 250 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 07, 2026
RPS ADVISORY SOLUTIONS LLC History No change 731 250 0.17% 0.17% 972 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 728 249 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 23, 2026
Selective Wealth Management, Inc. History No change 826 249 0.07% 0.07% 974 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 723 247 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 23, 2026
TrueWealth Advisors, LLC History No change 723 247 0.06% 0.06% 976 0 0.0% Q2 2026 Jul 08, 2026
CIDEL ASSET MANAGEMENT INC History No change 719 246 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 17, 2026
Clear Harbor Asset Management, LLC History No change 716 245 0.02% 0.02% 978 0 0.0% Q2 2026 Aug 12, 2026
Sage Capital Advisors,llc History No change 716 245 0.05% 0.05% 979 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History No change 714 245 0.01% 0.01% 980 0 0.0% Q2 2026 Jul 27, 2026
BostonPremier Wealth LLC History No change 717 245 0.1% 0.1% 981 0 0.0% Q2 2026 Jul 24, 2026
DB&C Advisors, LLC History No change 716 245 0.27% 0.27% 982 0 0.0% Q2 2026 Jul 31, 2026
Carnegie Investment Counsel History No change 714 244 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 30, 2026
Valtinson Bruner Financial Planning LLC History No change 713 244 0.06% 0.06% 984 0 0.0% Q2 2026 Aug 03, 2026
Glass Jacobson Investment Advisors llc History No change 712 244 0.08% 0.08% 985 0 0.0% Q2 2026 Jul 30, 2026
Alpha Financial Partners LLC History No change 713 244 0.13% 0.13% 986 0 0.0% Q2 2026 Aug 11, 2026
TCI Wealth Advisors, Inc. History No change 709 243 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 29, 2026
Outlook Wealth Advisors, LLC History No change 709 243 0.05% 0.05% 988 0 0.0% Q2 2026 Aug 03, 2026
WNY Asset Management, LLC History No change 712 243 0.02% 0.02% 989 0 0.0% Q2 2026 Aug 17, 2026
Cambridge Financial Group, LLC History No change 707 242 0.08% 0.08% 990 0 0.0% Q3 2026 Oct 06, 2026
Salomon & Ludwin, LLC History No change 735 241 0.02% 0.02% 991 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 698 239 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 13, 2026
Tranquility Partners, LLC History No change 698 239 0.08% 0.08% 993 0 0.0% Q2 2026 Jul 23, 2026
HILL ISLAND FINANCIAL LLC History No change 697 239 0.05% 0.05% 994 0 0.0% Q2 2026 Aug 11, 2026
Bawa N Mallick Trust History No change 700 239 0.08% 0.08% 995 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 694 238 0.01% 0.01% 996 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 691 236 0.06% 0.06% 997 0 0.0% Q2 2026 Jul 28, 2026
Faithward Advisors, LLC History No change 688 235 0.03% 0.03% 998 0 0.0% Q2 2026 Aug 12, 2026
Arcus Capital Partners, LLC History No change 682 233 0.1% 0.1% 999 0 0.0% Q2 2026 Aug 14, 2026
Torrey-Payne Wealth Management, LLC History No change 678 232 0.19% 0.19% 1000 0 0.0% Q2 2026 Jul 23, 2026
Box Hill Private Wealth LLC History New 728 231 0.17% — 1001 +728 New Q3 2026 Oct 05, 2026
Aspiring Ventures, LLC History No change 671 230 0.06% 0.06% 1002 0 0.0% Q2 2026 Aug 05, 2026
BROGAN FINANCIAL, INC. History No change 669 229 0.09% 0.09% 1003 0 0.0% Q2 2026 Aug 13, 2026
Poehling Capital Management, INC. History No change 663 227 0.05% 0.05% 1004 0 0.0% Q2 2026 Jul 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 694 227 0.01% 0.01% 1005 0 0.0% Q2 2026 Jul 22, 2026
IMG Wealth Management, Inc. History No change 665 227 0.13% 0.13% 1006 0 0.0% Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History No change 660 226 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 08, 2026
CAP Partners, LLC History No change 652 223 0.11% 0.11% 1008 0 0.0% Q2 2026 Jul 30, 2026
Bogart Wealth, LLC History No change 650 222 0.01% 0.01% 1009 0 0.0% Q2 2026 Jul 24, 2026
Portside Wealth Group, LLC History No change 648 222 0.03% 0.03% 1010 0 0.0% Q2 2026 Jul 14, 2026
JDM Financial Group LLC History No change 645 221 0.08% 0.08% 1011 0 0.0% Q2 2026 Aug 17, 2026
TRUE Private Wealth Advisors History No change 639 218 0.02% 0.02% 1012 0 0.0% Q2 2026 Jul 23, 2026
HUB Investment Partners, LLC History No change 638 218 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 31, 2026
City Center Advisors, LLC History No change 636 218 0.18% 0.18% 1014 0 0.0% Q2 2026 Jul 06, 2026
TSA Wealth Managment LLC History No change 629 215 0.06% 0.06% 1015 0 0.0% Q2 2026 Aug 03, 2026
Legacy Capital Wealth Partners, LLC History No change 622 213 0.04% 0.04% 1016 0 0.0% Q2 2026 Aug 12, 2026
APS Management Group, Inc. History No change 622 213 0.16% 0.16% 1017 0 0.0% Q2 2026 Jul 10, 2026
Ariadne Wealth Management, LP History No change 622 213 0.09% 0.09% 1018 0 0.0% Q2 2026 Aug 13, 2026
Entelevest, LLC History No change 622 213 0.18% 0.18% 1019 0 0.0% Q2 2026 Jul 22, 2026
Redhawk Wealth Advisors, Inc. History No change 621 212 0.02% 0.02% 1020 0 0.0% Q2 2026 Jul 09, 2026
Pure Financial Advisors, LLC History No change 619 212 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 619 212 0.02% 0.02% 1022 0 0.0% Q2 2026 Jul 29, 2026
STEPHENS INC /AR/ History No change 616 211 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 29, 2026
Goelzer Investment Management, Inc. History No change 616 211 0.01% 0.01% 1024 0 0.0% Q2 2026 Jul 14, 2026
Waldron Private Wealth LLC History No change 618 211 0.01% 0.01% 1025 0 0.0% Q2 2026 Jul 20, 2026
Curry Webb Wealth Management LLC History No change 618 211 0.09% 0.09% 1026 0 0.0% Q2 2026 Aug 13, 2026
BURKE & HERBERT BANK & TRUST CO History No change 615 210 0.05% 0.05% 1027 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 613 210 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 10, 2026
Pine Valley Investments Ltd Liability Co History No change 613 210 0.01% 0.01% 1029 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 611 209 0.01% 0.01% 1030 0 0.0% Q2 2026 Aug 07, 2026
Daybright Advisory Services, Inc. History No change 699 209 0.05% 0.05% 1031 0 0.0% Q2 2026 Aug 04, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 609 208 0.01% 0.01% 1032 0 0.0% Q2 2026 Aug 03, 2026
IPG Investment Advisors LLC History No change 608 208 0.03% 0.03% 1033 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 692 208 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History No change 646 207 0.01% 0.01% 1035 0 0.0% Q2 2026 Jul 13, 2026
TME FINANCIAL, INC. History No change 604 207 0.13% 0.13% 1036 0 0.0% Q2 2026 Jul 23, 2026
Goldstone Financial Group, LLC History No change 603 206 0.02% 0.02% 1037 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 600 205 0.0% 0.0% 1038 0 0.0% Q2 2026 Jul 15, 2026
Legacy Advisors, LLC History No change 600 205 0.02% 0.02% 1039 0 0.0% Q2 2026 Jul 24, 2026
KPP Advisory Services LLC History No change 600 205 0.03% 0.03% 1040 0 0.0% Q2 2026 Jul 24, 2026
Morton Capital Management LLC/CA History No change 598 205 0.03% 0.03% 1041 0 0.0% Q2 2026 Jul 23, 2026
Wisconsin Wealth Advisors, LLC History No change 600 205 0.18% 0.18% 1042 0 0.0% Q2 2026 Jul 07, 2026
FIRST AMERICAN TRUST, FSB History No change 595 204 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History No change 595 203 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 11, 2026
LGL PARTNERS, LLC History No change 595 203 0.07% 0.07% 1045 0 0.0% Q2 2026 Jul 27, 2026
PUREfi Wealth, LLC History No change 591 202 0.11% 0.11% 1046 0 0.0% Q2 2026 Jul 27, 2026
WEST MICHIGAN ADVISORS, LLC History No change 589 201 0.04% 0.04% 1047 0 0.0% Q2 2026 Aug 21, 2026
American Capital Advisory, LLC History No change 578 198 0.07% 0.07% 1048 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 574 196 0.01% 0.01% 1049 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 563 193 0.01% 0.01% 1050 0 0.0% Q2 2026 Aug 07, 2026
Harbor Asset Planning, Inc. History No change 561 192 0.14% 0.14% 1051 0 0.0% Q2 2026 Jul 22, 2026
Realta Investment Advisors History No change 559 191 0.06% 0.06% 1052 0 0.0% Q2 2026 Jul 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 545 186 0.11% 0.11% 1053 0 0.0% Q2 2026 Aug 10, 2026
Crewe Advisors LLC History No change 521 178 0.01% 0.01% 1054 0 0.0% Q2 2026 Jul 23, 2026
Regatta Research & Money Management History No change 509 174 0.16% 0.16% 1055 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 504 172 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 496 170 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 17, 2026
HAZLETT, BURT & WATSON, INC. History No change 488 167 0.04% 0.04% 1058 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisor Network LLC History No change 488 167 0.21% 0.21% 1059 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 483 165 0.03% 0.03% 1060 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 481 164 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 466 159 0.04% 0.04% 1062 0 0.0% Q2 2026 Jul 08, 2026
Sankala Group LLC History No change 505 156 0.1% 0.1% 1063 0 0.0% Q2 2026 Aug 18, 2026
LOWE BROCKENBROUGH & CO INC History No change 455 155 0.01% 0.01% 1064 0 0.0% Q2 2026 Aug 03, 2026
FirstWave Capital Management LLC History No change 42,500 154 0.07% 0.07% 1065 0 0.0% Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History No change 444 152 0.01% 0.01% 1066 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 442 151 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Planning, Inc./PA History No change 433 148 0.08% 0.08% 1068 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 418 143 0.01% 0.01% 1069 0 0.0% Q2 2026 Sep 04, 2026
New Republic Capital, LLC History No change 415 142 0.03% 0.03% 1070 0 0.0% Q2 2026 Jul 31, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 394 135 0.01% 0.01% 1071 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Capital Management, LLC History No change 395 135 0.03% 0.03% 1072 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 389 133 0.0% 0.0% 1073 0 0.0% Q2 2026 Jul 08, 2026
Signature Resources Capital Management, LLC History No change 390 133 0.05% 0.05% 1074 0 0.0% Q2 2026 Jul 13, 2026
CULLEN/FROST BANKERS, INC. History No change 371 127 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 372 127 0.0% 0.0% 1076 0 0.0% Q2 2026 Jul 27, 2026
REAP Financial Group, LLC History No change 366 125 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 04, 2026
Wellington Shields & Co., LLC History No change 363 124 0.03% 0.03% 1078 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 346 118 0.02% 0.02% 1079 0 0.0% Q2 2026 Jul 27, 2026
Quest 10 Wealth Builders, Inc. History No change 343 117 0.09% 0.09% 1080 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 344 116 0.01% 0.01% 1081 0 0.0% Q2 2026 Aug 12, 2026
PROSPERITY BANCSHARES INC History No change 338 115 0.08% 0.08% 1082 0 0.0% Q2 2026 Aug 14, 2026
Wells Financial Advisors INC History No change 336 115 1.07% 1.07% 1083 0 0.0% Q2 2026 Jul 23, 2026
Gerber Kawasaki Wealth & Investment Management History No change 334 114 0.0% 0.0% 1084 0 0.0% Q2 2026 Aug 07, 2026
Steigerwald, Gordon & Koch Inc. History No change 331 113 0.01% 0.01% 1085 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 328 112 0.0% 0.0% 1086 0 0.0% Q2 2026 Jul 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 325 111 0.03% 0.03% 1087 0 0.0% Q2 2026 Aug 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 295 101 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 290 98 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 05, 2026
Signature Equity Partners, LLC History No change 287 98 0.04% 0.04% 1090 0 0.0% Q2 2026 Jul 30, 2026
Abound Wealth Management History No change 283 97 0.02% 0.02% 1091 0 0.0% Q2 2026 Jul 10, 2026
RMG Wealth Management LLC History No change 305 95 0.01% 0.01% 1092 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 279 95 0.01% 0.01% 1093 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 267 91 0.0% 0.0% 1094 0 0.0% Q2 2026 Jul 27, 2026
CNB Bank History No change 263 90 0.04% 0.04% 1095 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 252 86 0.0% 0.0% 1096 0 0.0% Q2 2026 Jul 14, 2026
Independence Bank of Kentucky History No change 250 85 0.01% 0.01% 1097 0 0.0% Q2 2026 Jul 13, 2026
Rialto Wealth Management, LLC History No change 247 84 0.02% 0.02% 1098 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History Reduced 255 81 0.0% 0.0% 1099 -151 -37.19% Q3 2026 Oct 02, 2026
Rossby Financial, LCC History No change 233 80 0.01% 0.01% 1100 0 0.0% Q2 2026 Aug 04, 2026
Strive Financial Group ,LLC History No change 235 80 0.03% 0.03% 1101 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 252 79 0.01% 0.01% 1102 0 0.0% Q2 2026 Aug 04, 2026
Hilltop National Bank History No change 230 78 0.02% 0.02% 1103 0 0.0% Q2 2026 Jul 01, 2026
Nemes Rush Group LLC History No change 217 74 0.01% 0.01% 1104 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 218 74 0.04% 0.04% 1105 0 0.0% Q2 2026 Jul 22, 2026
HOWE & RUSLING INC History No change 210 72 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 210 71 0.03% 0.03% 1107 0 0.0% Q2 2026 Aug 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 200 68 0.01% 0.01% 1108 0 0.0% Q2 2026 Aug 14, 2026
Murphy & Mullick Capital Management Corp History No change 195 66 0.04% 0.04% 1109 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 191 65 0.01% 0.01% 1110 0 0.0% Q2 2026 Aug 07, 2026
Kings Path Partners LLC History No change 192 65 0.02% 0.02% 1111 0 0.0% Q2 2026 Jul 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 183 62 0.0% 0.0% 1112 0 0.0% Q2 2026 Jul 21, 2026
Montgomery Financial Services LLC History No change 181 62 0.05% 0.05% 1113 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 176 60 0.0% 0.0% 1114 0 0.0% Q2 2026 Jul 17, 2026
Family Capital Trust Co History No change 176 60 0.02% 0.02% 1115 0 0.0% Q2 2026 Jul 30, 2026
Oakworth Capital, Inc. History No change 185 60 0.0% 0.0% 1116 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 166 56 0.0% 0.0% 1117 0 0.0% Q2 2026 Jul 20, 2026
Clark Wealth Partners History No change 164 56 0.03% 0.03% 1118 0 0.0% Q2 2026 Jul 28, 2026
S&T BANK/PA History No change 163 55 0.02% 0.02% 1119 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 156 53 0.04% 0.04% 1120 0 0.0% Q2 2026 Jul 09, 2026
Luminist Capital LLC History No change 154 52 0.06% 0.06% 1121 0 0.0% Q2 2026 Aug 07, 2026
Operose Advisors LLC History No change 150 51 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 13, 2026
Morling Financial Advisors, LLC History No change 147 50 0.01% 0.01% 1123 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 138 47 0.01% 0.01% 1124 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 136 46 0.0% 0.0% 1125 0 0.0% Q2 2026 Aug 11, 2026
Tanglewood Legacy Advisors, LLC History No change 132 45 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 10, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 130 44 0.0% 0.0% 1127 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 120 41 0.01% 0.01% 1128 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Private Wealth, LLC History No change 121 41 0.03% 0.03% 1129 0 0.0% Q2 2026 Aug 11, 2026
Paladin Advisory Group, LLC History No change 122 41 0.03% 0.03% 1130 0 0.0% Q2 2026 Jul 28, 2026
Decker Retirement Planning Inc. History No change 115 39 0.01% 0.01% 1131 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 115 39 0.02% 0.02% 1132 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 115 38 0.0% 0.0% 1133 0 0.0% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History No change 108 37 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 23, 2026
Turtle Creek Wealth Advisors, LLC History No change 108 37 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 27, 2026
Cordant, Inc. History No change 106 36 0.01% 0.01% 1136 0 0.0% Q2 2026 Jul 14, 2026
Fairway Wealth LLC History No change 106 36 0.01% 0.01% 1137 0 0.0% Q2 2026 Jul 24, 2026
DecisionPoint Financial, LLC History No change 107 35 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 05, 2026
Vanguard National Trust Co History No change 95 32 0.0% 0.0% 1139 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 94 32 0.01% 0.01% 1140 0 0.0% Q2 2026 Aug 10, 2026
Westfuller Advisors, LLC History No change 91 31 0.01% 0.01% 1141 0 0.0% Q2 2026 Jul 29, 2026
Central Pacific Bank - Trust Division History No change 97 30 0.0% 0.0% 1142 0 0.0% Q3 2026 Oct 05, 2026
Register Financial Advisors LLC History No change 85 29 0.01% 0.01% 1143 0 0.0% Q2 2026 Jul 15, 2026
BAYBAN History No change 86 29 0.02% 0.02% 1144 0 0.0% Q2 2026 Jul 30, 2026
Advocate Investing Services LLC History No change 83 28 0.02% 0.02% 1145 0 0.0% Q2 2026 Jul 28, 2026
GILL CAPITAL PARTNERS, LLC History No change 81 27 0.01% 0.01% 1146 0 0.0% Q2 2026 Aug 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 88 27 0.0% 0.0% 1147 0 0.0% Q2 2026 Jul 27, 2026
Imprint Wealth LLC History No change 80 27 0.11% 0.11% 1148 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 81 27 0.0% 0.0% 1149 0 0.0% Q2 2026 Aug 11, 2026
Reyes Financial Architecture, Inc. History No change 80 27 0.02% 0.02% 1150 0 0.0% Q2 2026 Jul 16, 2026
Aventura Private Wealth, LLC History No change 80 27 0.01% 0.01% 1151 0 0.0% Q2 2026 Jul 15, 2026
Godfrey Financial Associates, Inc. History No change 79 27 0.02% 0.02% 1152 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 71 24 0.01% 0.01% 1153 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 68 23 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 03, 2026
Concord Wealth Partners History No change 66 22 0.0% 0.0% 1155 0 0.0% Q2 2026 Jul 27, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 67 22 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 67 22 0.01% 0.01% 1157 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 62 21 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 62 21 0.01% 0.01% 1159 0 0.0% Q2 2026 Aug 11, 2026
ELEVATE WEALTH ADVISORY, INC History No change 60 20 0.01% 0.01% 1160 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 58 19 0.0% 0.0% 1161 0 0.0% Q2 2026 Jul 31, 2026
Planning Strategies Inc. History No change 60 19 0.01% 0.01% 1162 0 0.0% Q3 2026 Oct 02, 2026
NBH Bank History No change 58 19 0.01% 0.01% 1163 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 54 18 0.0% 0.0% 1164 0 0.0% Q2 2026 Jul 22, 2026
Timbuktu Capital Management, LLC History No change 55 18 0.03% 0.03% 1165 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 49 16 0.0% 0.0% 1166 0 0.0% Q2 2026 Aug 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 45 15 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 03, 2026
Triumph Capital Management History No change 45 15 0.0% 0.0% 1168 0 0.0% Q2 2026 Jul 20, 2026
Investment Research & Advisory Group, Inc. History No change 45 15 0.0% 0.0% 1169 0 0.0% Q2 2026 Jul 23, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 45 15 0.0% 0.0% 1170 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 41 14 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 03, 2026
NFSG Corp History No change 43 14 0.0% 0.0% 1172 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History No change 42 14 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 24, 2026
Hurley Capital, LLC History No change 36 12 0.01% 0.01% 1174 0 0.0% Q2 2026 Aug 10, 2026
Atomic Invest LLC History No change 36 12 0.0% 0.0% 1175 0 0.0% Q2 2026 Sep 25, 2026
Cranbrook Wealth Management, LLC History No change 33 11 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 06, 2026
Trifecta Capital Advisors, LLC History No change 34 11 0.0% 0.0% 1177 0 0.0% Q2 2026 Aug 03, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 34 11 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 15, 2026
ARVEST INVESTMENTS, INC. History No change 31 10 0.0% 0.0% 1179 0 0.0% Q2 2026 Jul 17, 2026
Pacific Center for Financial Services History No change 30 10 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 05, 2026
First Pacific Financial History No change 31 10 0.0% 0.0% 1181 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 30 10 0.0% 0.0% 1182 0 0.0% Q2 2026 Jul 23, 2026
VIMA LLC History No change 32 10 0.01% 0.01% 1183 0 0.0% Q2 2026 Jul 24, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 29 9 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 28 9 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 21, 2026
Costello Asset Management, INC History No change 28 9 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 28, 2026
Cedar Mountain Advisors, LLC History No change 27 9 0.0% 0.0% 1187 0 0.0% Q2 2026 Jul 02, 2026
High Note Wealth, LLC History No change 27 9 0.0% 0.0% 1188 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Wealth Strategies, LLC History No change 27 9 0.0% 0.0% 1189 0 0.0% Q2 2026 Jul 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 26 8 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History No change 25 8 0.0% 0.0% 1191 0 0.0% Q2 2026 Jul 28, 2026
Olistico Wealth, LLC History New 23 7 0.0% — 1197 +23 New Q3 2026 Oct 05, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 21 7 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 18, 2026
MOTCO History No change 23 7 0.0% 0.0% 1193 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History No change 19 7 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 16, 2026
AlphaCore Capital LLC History No change 23 7 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 06, 2026
Tidemark, LLC History No change 23 7 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 10, 2026
Wagner Wealth Management, LLC History No change 18 6 0.0% 0.0% 1198 0 0.0% Q2 2026 Jul 24, 2026
HighMark Wealth Management LLC History No change 20 6 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 12, 2026
ADIRONDACK TRUST CO History No change 17 5 0.0% 0.0% 1200 0 0.0% Q2 2026 Jul 16, 2026
N.E.W. Advisory Services LLC History No change 16 5 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 16 5 0.0% 0.0% 1202 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 12 4 0.0% 0.0% 1203 0 0.0% Q2 2026 Jul 16, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 14 4 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 04, 2026
WOLFF WIESE MAGANA LLC History No change 13 4 0.0% 0.0% 1205 0 0.0% Q2 2026 Jul 13, 2026
Greykasell Wealth Strategies, Inc. History No change 14 4 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 11 3 0.0% 0.0% 1207 0 0.0% Q2 2026 Jul 29, 2026
First Bancorp, Inc /ME/ History No change 8 2 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 11, 2026
ALERUS FINANCIAL NA History No change 6 2 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 7 2 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 14, 2026
Richard W. Paul & Associates, LLC History No change 6 2 0.0% 0.0% 1211 0 0.0% Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 6 2 0.0% 0.0% 1212 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History New 5 1 0.0% — 1219 +5 New Q3 2026 Oct 01, 2026
CHELSEA COUNSEL CO History No change 4 1 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 5 1 0.0% 0.0% 1214 0 0.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History No change 4 1 0.0% 0.0% 1215 0 0.0% Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History No change 4 1 0.0% 0.0% 1216 0 0.0% Q2 2026 Jul 29, 2026
Robinswood Financial LLC History No change 3 1 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 14, 2026
Markowski Investments History No change 5 1 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -4 -100.0% Q3 2026 Oct 05, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 44,622 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
MCF Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Nalls Sherbakoff Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Banque Cantonale Vaudoise History No change 2,630 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Rachor Investment Advisory Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Burk Holdings LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026