PROSHARES TRUST - NOBL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 17,431,749 978,967 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 8,294,297 465,807 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 6,015,760 337,845 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 3,644,043 204,649 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,485,961 195,771 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 3,466,743 194,692 0.7% 0.7% 6 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,460,672 194,351 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,860,540 160,650 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 2,687,604 150,935 1.98% 1.98% 9 0 0.0% Q2 2026 Jul 15, 2026
ROCKLAND TRUST CO History Added to 1,513,402 81,875 3.13% 3.3% 10 +15,101 1.01% Q3 2026 Oct 05, 2026
Cassaday & Co Wealth Management LLC History No change 1,276,931 71,712 1.35% 1.35% 11 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 1,087,255 61,060 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,081,071 60,712 0.08% 0.08% 13 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 1,005,012 56,441 0.31% 0.31% 14 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 888,765 49,913 0.12% 0.12% 15 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 879,959 49,427 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 876,582 49,267 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 819,429 46,019 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 05, 2026
IAM Advisory, LLC History No change 775,768 43,567 8.49% 8.49% 19 0 0.0% Q2 2026 Jul 14, 2026
Baird Financial Group, Inc. History No change 725,687 40,754 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 720,957 40,489 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 602,176 33,818 1.18% 1.18% 22 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 548,759 30,889 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Wealth Advisors, LLC History No change 501,346 28,155 3.6% 3.6% 24 0 0.0% Q2 2026 Jul 15, 2026
STIFEL FINANCIAL CORP History No change 496,513 27,884 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 485,576 27,269 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 477,829 26,834 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 471,370 26,472 3.34% 3.34% 28 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 456,871 25,657 0.01% 0.01% 29 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 455,517 25,581 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Carrera Capital Advisors History No change 454,641 25,532 3.78% 3.78% 31 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 430,674 24,186 0.0% 0.0% 32 0 0.0% Q2 2026 Sep 02, 2026
Pacific Wealth Strategies Group, Inc. History No change 415,994 23,362 13.43% 13.43% 33 0 0.0% Q2 2026 Jul 17, 2026
Landmark Wealth Management, LLC History No change 398,540 22,382 5.36% 5.36% 34 0 0.0% Q2 2026 Aug 10, 2026
Tidal Investments LLC History No change 394,025 22,128 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 372,694 21,126 0.06% 0.06% 36 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 367,221 20,623 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 350,000 19,656 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 349,423 19,623 1.6% 1.6% 39 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 342,264 19,221 0.36% 0.36% 40 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 339,120 19,011 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 345,128 18,671 1.86% 1.9% 42 -1,706 -0.49% Q3 2026 Oct 08, 2026
Waverly Advisors, LLC History No change 327,137 18,371 0.11% 0.11% 43 0 0.0% Q2 2026 Aug 14, 2026
ForthRight Wealth Management, LLC History No change 325,163 18,261 4.67% 4.67% 44 0 0.0% Q2 2026 Aug 07, 2026
McElhenny Sheffield Capital Management, LLC History No change 321,247 18,041 4.47% 4.47% 45 0 0.0% Q2 2026 Jul 22, 2026
Vestmark Advisory Solutions, Inc. History No change 315,938 17,743 0.17% 0.17% 46 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 308,626 17,332 1.13% 1.13% 47 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 296,162 16,632 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 292,620 16,434 0.22% 0.22% 49 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 292,102 16,404 0.1% 0.1% 50 0 0.0% Q2 2026 Aug 17, 2026
Sanctuary Advisors, LLC History No change 290,504 16,314 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 13, 2026
Carroll Advisory Group, LLC History No change 275,925 15,495 5.09% 5.09% 52 0 0.0% Q2 2026 Jul 23, 2026
Valtrion Capital Management, LLC History No change 273,267 15,346 11.42% 11.42% 53 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 263,849 14,817 0.02% 0.02% 54 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 258,140 14,497 0.67% 0.67% 55 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 256,348 14,396 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 252,030 14,154 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History No change 246,492 13,842 0.38% 0.38% 58 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 242,674 13,628 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 12, 2026
Carmel Capital Partners, LLC History No change 234,338 13,160 4.34% 4.34% 60 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 231,475 12,999 0.06% 0.06% 61 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 231,005 12,978 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 223,444 12,548 0.62% 0.62% 63 0 0.0% Q2 2026 Aug 10, 2026
Cordoba Advisory Partners LLC History No change 216,687 12,169 2.58% 2.58% 64 0 0.0% Q2 2026 Jul 21, 2026
FIFTH THIRD BANCORP History No change 214,156 12,027 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 208,925 11,733 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 198,298 11,136 0.09% 0.09% 67 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 196,066 11,011 0.12% 0.12% 68 0 0.0% Q2 2026 Aug 03, 2026
CFS Investment Advisory Services, LLC History No change 189,724 10,948 0.73% 0.73% 69 0 0.0% Q2 2026 Jul 16, 2026
Focus Partners Wealth History No change 191,913 10,777 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 12, 2026
MYCIO WEALTH PARTNERS, LLC History No change 188,948 10,611 1.98% 1.98% 71 0 0.0% Q2 2026 Aug 12, 2026
FAGAN ASSOCIATES, INC. History No change 187,306 10,519 1.29% 1.29% 72 0 0.0% Q2 2026 Aug 04, 2026
Prasad Wealth Partners, LLC History No change 186,184 10,456 2.52% 2.52% 73 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 181,990 10,220 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 11, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 178,493 10,024 3.74% 3.74% 75 0 0.0% Q2 2026 Aug 03, 2026
Coston, McIsaac & Partners History No change 176,431 9,907 1.99% 1.99% 76 0 0.0% Q2 2026 Aug 12, 2026
Galilei Investment Office LLP History No change 175,902 9,878 4.53% 4.53% 77 0 0.0% Q2 2026 Jul 30, 2026
Mirae Asset Global Investments Co., Ltd. History No change 175,034 9,829 0.01% 0.01% 78 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 174,185 9,782 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 07, 2026
Gerald Baker Financial Group LLC History Reduced 179,569 9,714 2.74% 2.89% 80 -1,042 -0.58% Q3 2026 Oct 09, 2026
JPMORGAN CHASE & CO History No change 171,268 9,651 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
SYNTAX RESEARCH, INC. History No change 167,585 9,411 6.88% 6.88% 82 0 0.0% Q2 2026 Jul 31, 2026
LMG Wealth Partners, LLC History No change 164,891 9,260 1.48% 1.48% 83 0 0.0% Q2 2026 Aug 12, 2026
Ted Buchan & Co History No change 160,373 9,006 2.95% 2.95% 84 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 158,376 8,894 0.1% 0.1% 85 0 0.0% Q2 2026 Aug 12, 2026
Joseph P. Lucia & Associates, LLC History No change 154,967 8,702 2.62% 2.62% 86 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 153,824 8,638 2.07% 2.07% 87 0 0.0% Q2 2026 Jul 09, 2026
Allred Capital Management, LLC History No change 153,719 8,633 2.83% 2.83% 88 0 0.0% Q2 2026 Aug 12, 2026
Benchmark Financial, LLC History No change 149,267 8,382 6.83% 6.83% 89 0 0.0% Q2 2026 Jul 21, 2026
D.A. DAVIDSON & CO. History No change 144,627 8,122 0.04% 0.04% 90 0 0.0% Q2 2026 Jul 24, 2026
Kraft, Davis & Associates, LLC History No change 142,691 8,090 1.69% 1.69% 91 0 0.0% Q2 2026 Jul 09, 2026
TICINO WEALTH History No change 143,226 8,043 2.54% 2.54% 92 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 140,070 7,866 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 12, 2026
Tradition Wealth Management, LLC History No change 137,951 7,747 0.47% 0.47% 94 0 0.0% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History No change 137,191 7,725 0.2% 0.2% 95 0 0.0% Q2 2026 Jul 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 137,532 7,723 0.52% 0.52% 96 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 135,851 7,629 0.13% 0.13% 97 0 0.0% Q2 2026 Jul 21, 2026
Mariner, LLC History No change 135,169 7,591 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital, LLC History No change 134,856 7,573 2.05% 2.05% 99 0 0.0% Q2 2026 Jul 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 132,763 7,455 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 19, 2026
Brookstone Capital Management History No change 132,591 7,446 0.07% 0.07% 101 0 0.0% Q2 2026 Jul 15, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 129,532 7,274 1.63% 1.63% 102 0 0.0% Q2 2026 Jul 20, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 128,694 7,227 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 30, 2026
Avidian Wealth Enterprises, LLC History Reduced 131,613 7,120 0.2% 0.21% 104 -4,688 -3.44% Q3 2026 Oct 08, 2026
Kestra Advisory Services, LLC History No change 125,563 7,051 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 28, 2026
Prism Advisors, Inc. History Reduced 126,968 6,989 1.75% 1.75% 106 -1,473 -1.15% Q3 2026 Oct 09, 2026
Financial & Tax Architects, LLC History No change 124,448 6,989 1.47% 1.47% 107 0 0.0% Q2 2026 Jul 23, 2026
MRWM Advisors, LLC History No change 123,631 6,943 2.85% 2.85% 108 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History Reduced 127,975 6,923 0.38% 0.43% 109 -8,866 -6.48% Q3 2026 Oct 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 256,713 6,853 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 15, 2026
O'ROURKE & COMPANY, Inc History No change 121,402 6,817 2.38% 2.38% 111 0 0.0% Q2 2026 Aug 14, 2026
VIAWEALTH, LLC History No change 118,800 6,671 3.36% 3.36% 112 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 118,733 6,668 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Lynx Investment Advisory History No change 116,127 6,521 2.14% 2.14% 114 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 61,755 6,510 0.11% 0.11% 115 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 115,852 6,506 0.32% 0.32% 116 0 0.0% Q2 2026 Jul 31, 2026
MSH Capital Advisors LLC History No change 115,425 6,482 1.13% 1.13% 117 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 114,405 6,424 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 114,118 6,409 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 27, 2026
Capital Investment Advisory Services, LLC History No change 107,012 6,009 0.37% 0.37% 120 0 0.0% Q2 2026 Jul 23, 2026
DAVENPORT & Co LLC History No change 106,733 5,994 0.03% 0.03% 121 0 0.0% Q2 2026 Jul 13, 2026
MAI Capital Management History No change 106,571 5,985 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 14, 2026
Private Capital Management, LLC History No change 97,237 5,460 0.48% 0.48% 123 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 95,780 5,378 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 06, 2026
WEDBUSH SECURITIES INC History No change 95,557 5,366 0.14% 0.14% 125 0 0.0% Q2 2026 Jul 28, 2026
COZAD ASSET MANAGEMENT INC History No change 94,472 5,305 0.34% 0.34% 126 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 48,856 5,179 0.14% 0.14% 127 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Advisors LLC History No change 91,602 5,144 4.65% 4.65% 128 0 0.0% Q2 2026 Jul 27, 2026
WealthShield Partners, LLC History No change 90,749 5,096 0.78% 0.78% 129 0 0.0% Q2 2026 Aug 12, 2026
Caldwell Trust Co History No change 89,133 5,005 0.4% 0.4% 130 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 88,177 4,952 0.05% 0.05% 131 0 0.0% Q2 2026 Jul 24, 2026
Kovack Advisors, Inc. History No change 86,314 4,886 0.23% 0.23% 132 0 0.0% Q2 2026 Jul 28, 2026
Apollon Financial, LLC History No change 86,426 4,853 0.57% 0.57% 133 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 85,973 4,828 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 84,610 4,751 0.05% 0.05% 135 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 86,257 4,666 0.03% 0.03% 136 +16,979 24.51% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 82,979 4,660 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 11, 2026
Uniting Wealth Partners, LLC History No change 82,467 4,631 0.94% 0.94% 138 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 82,034 4,607 0.1% 0.1% 139 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 81,271 4,564 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 13, 2026
ROMAN BUTLER FULLERTON & CO History No change 79,627 4,535 1.08% 1.08% 141 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 78,368 4,401 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
ICICI Prudential Asset Management Co Ltd History No change 77,002 4,325 0.47% 0.47% 143 0 0.0% Q2 2026 Aug 06, 2026
Concord Wealth Partners History No change 74,556 4,187 0.48% 0.48% 144 0 0.0% Q2 2026 Jul 27, 2026
MCF Advisors LLC History No change 74,383 4,177 0.15% 0.15% 145 0 0.0% Q2 2026 Aug 12, 2026
Kingdom Financial Group LLC. History No change 73,876 4,148 1.06% 1.06% 146 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 73,788 4,143 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 73,701 4,139 0.06% 0.06% 148 0 0.0% Q2 2026 Jul 15, 2026
AMERIFLEX GROUP, INC. History No change 73,539 4,129 1.69% 1.69% 149 0 0.0% Q2 2026 Aug 13, 2026
Concord Asset Management, LLC/VA History No change 73,480 4,126 0.64% 0.64% 150 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History Reduced 76,205 4,122 0.11% 0.12% 151 -1,108 -1.43% Q3 2026 Oct 07, 2026
Marble Wealth, LLC History No change 72,301 4,060 0.62% 0.62% 152 0 0.0% Q2 2026 Aug 07, 2026
Allen Capital Group, LLC History No change 71,504 4,015 0.33% 0.33% 153 0 0.0% Q2 2026 Jul 27, 2026
Trek Financial, LLC History No change 68,393 3,840 0.19% 0.19% 154 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 68,110 3,825 0.15% 0.15% 155 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 67,623 3,797 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 27, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 67,332 3,781 1.75% 1.75% 157 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 66,969 3,760 0.18% 0.18% 158 0 0.0% Q2 2026 Jul 23, 2026
Goldstone Financial Group, LLC History No change 65,897 3,700 0.34% 0.34% 159 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 65,808 3,695 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 65,720 3,690 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
Cushing Capital Partners, LLC History No change 64,676 3,632 2.5% 2.5% 162 0 0.0% Q2 2026 Jul 29, 2026
Everest Financial Group LLC History No change 64,676 3,632 0.49% 0.49% 163 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 64,327 3,612 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 63,319 3,555 0.19% 0.19% 165 0 0.0% Q2 2026 Jul 27, 2026
VERUS CAPITAL PARTNERS, LLC History No change 62,637 3,517 0.19% 0.19% 166 0 0.0% Q2 2026 Aug 06, 2026
N.E.W. Advisory Services LLC History No change 62,381 3,503 0.23% 0.23% 167 0 0.0% Q2 2026 Aug 06, 2026
Mutual Advisors, LLC History No change 61,716 3,465 0.07% 0.07% 168 0 0.0% Q2 2026 Aug 14, 2026
Avant Capital LLC History No change 61,541 3,456 2.17% 2.17% 169 0 0.0% Q2 2026 Aug 12, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 61,435 3,450 0.32% 0.32% 170 0 0.0% Q2 2026 Jul 14, 2026
PRING TURNER CAPITAL GROUP INC History No change 58,919 3,424 1.96% 1.96% 171 0 0.0% Q2 2026 Aug 10, 2026
TCP Asset Management, LLC History No change 60,905 3,420 0.39% 0.39% 172 0 0.0% Q2 2026 Jul 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 60,338 3,388 0.05% 0.05% 173 0 0.0% Q2 2026 Jul 28, 2026
WILLIAM JOHN SEMPOLINSKI History No change 59,884 3,363 1.36% 1.36% 174 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 59,750 3,355 0.44% 0.44% 175 0 0.0% Q2 2026 Aug 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 59,438 3,338 0.04% 0.04% 176 0 0.0% Q2 2026 Jul 16, 2026
PFG Investments, LLC History No change 58,990 3,312 0.13% 0.13% 177 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 56,707 3,184 0.05% 0.05% 178 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 56,673 3,182 0.18% 0.18% 179 0 0.0% Q2 2026 Jul 15, 2026
Three Cord True Wealth Management, LLC History No change 55,720 3,129 1.49% 1.49% 180 0 0.0% Q2 2026 Jul 23, 2026
Moors & Cabot, Inc. History No change 55,005 3,089 0.12% 0.12% 181 0 0.0% Q2 2026 Aug 10, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 54,555 3,063 0.48% 0.48% 182 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 54,393 3,054 0.06% 0.06% 183 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 54,188 3,043 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 12, 2026
Jackson, Grant Investment Advisers, Inc. History No change 53,925 3,028 0.94% 0.94% 185 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 53,055 2,979 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 12, 2026
KPP Advisory Services LLC History No change 52,076 2,924 0.37% 0.37% 187 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 51,876 2,913 0.84% 0.84% 188 0 0.0% Q2 2026 Jul 24, 2026
Sigma Planning Corp History No change 51,594 2,897 0.07% 0.07% 189 0 0.0% Q2 2026 Aug 07, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 50,696 2,847 2.0% 2.0% 190 0 0.0% Q2 2026 Jul 27, 2026
Connecticut Wealth Management, LLC History No change 50,250 2,822 0.1% 0.1% 191 0 0.0% Q2 2026 Jul 29, 2026
BCS Wealth Management History No change 50,094 2,813 0.51% 0.51% 192 0 0.0% Q2 2026 Jul 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 50,100 2,813 0.11% 0.11% 193 0 0.0% Q2 2026 Jul 27, 2026
Newman Dignan & Sheerar, Inc. History No change 49,660 2,788 0.53% 0.53% 194 0 0.0% Q2 2026 Jul 14, 2026
HighPoint Advisor Group LLC History No change 49,614 2,786 0.1% 0.1% 195 0 0.0% Q2 2026 Aug 05, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 49,403 2,774 3.78% 3.78% 196 0 0.0% Q2 2026 Aug 05, 2026
Royal Capital Wealth Management, LLC History No change 48,372 2,716 1.52% 1.52% 197 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 47,898 2,689 0.05% 0.05% 198 0 0.0% Q2 2026 Jul 13, 2026
Wealth Group Ltd History Reduced 49,373 2,680 0.5% 0.55% 199 -2,013 -3.92% Q3 2026 Oct 07, 2026
Quantinno Capital Management LP History No change 47,287 2,655 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 46,990 2,638 0.09% 0.09% 201 0 0.0% Q2 2026 Aug 06, 2026
Apollon Wealth Management, LLC History No change 46,816 2,629 0.03% 0.03% 202 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 45,952 2,580 0.21% 0.21% 203 0 0.0% Q2 2026 Aug 06, 2026
WMS Group LLC History No change 45,478 2,554 3.29% 3.29% 204 0 0.0% Q2 2026 Jul 23, 2026
Heck Capital Advisors, LLC History No change 45,415 2,550 0.15% 0.15% 205 0 0.0% Q2 2026 Jul 10, 2026
Carnegie Lake Advisors LLC History No change 45,019 2,528 0.94% 0.94% 206 0 0.0% Q2 2026 Jul 24, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 45,000 2,527 0.15% 0.15% 207 0 0.0% Q2 2026 Jul 31, 2026
Oxinas Partners, LLC History No change 44,343 2,490 0.98% 0.98% 208 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Financial Partners, Inc. History No change 44,200 2,482 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 43,831 2,461 0.12% 0.12% 210 0 0.0% Q2 2026 Aug 11, 2026
Atlas Brown,Inc. History Added to 44,129 2,387 0.63% 0.66% 211 +89 0.2% Q3 2026 Oct 09, 2026
Beacon Pointe Advisors, LLC History No change 42,306 2,375 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 18, 2026
CIBC Bancorp USA Inc. History No change 41,313 2,320 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 41,206 2,314 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 07, 2026
Alta Wealth Advisors LLC History No change 41,148 2,310 0.63% 0.63% 215 0 0.0% Q2 2026 Jul 30, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 40,733 2,287 0.65% 0.65% 216 0 0.0% Q2 2026 Aug 12, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 40,356 2,266 1.4% 1.4% 217 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 40,300 2,263 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 40,107 2,252 0.04% 0.04% 219 0 0.0% Q2 2026 Jul 15, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 39,846 2,237 1.53% 1.53% 220 0 0.0% Q2 2026 Jul 22, 2026
Ellis Investment Partners, LLC History No change 39,777 2,233 0.34% 0.34% 221 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 39,592 2,223 0.05% 0.05% 222 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Concepts LLC History No change 39,412 2,213 0.01% 0.01% 223 0 0.0% Q2 2026 Sep 08, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 39,410 2,213 0.59% 0.59% 224 0 0.0% Q2 2026 Jul 15, 2026
Jupiter Wealth Management LLC History No change 38,890 2,184 0.87% 0.87% 225 0 0.0% Q2 2026 Aug 10, 2026
Navis Wealth Advisors, LLC History No change 38,781 2,177 0.83% 0.83% 226 0 0.0% Q2 2026 Aug 14, 2026
BEAM WEALTH ADVISORS, INC. History No change 38,538 2,164 0.48% 0.48% 227 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 38,480 2,161 0.04% 0.04% 228 0 0.0% Q2 2026 Jul 31, 2026
Breakwater Capital Group History Added to 39,513 2,137 0.25% 0.26% 229 +826 2.14% Q3 2026 Oct 08, 2026
Ameritas Advisory Services, LLC History No change 37,229 2,090 0.04% 0.04% 230 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 36,903 2,072 0.13% 0.13% 231 0 0.0% Q2 2026 Aug 11, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 36,712 2,061 0.29% 0.29% 232 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 36,500 2,049 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 36,149 2,030 0.09% 0.09% 234 0 0.0% Q2 2026 Aug 04, 2026
Cambria Investment Management, L.P. History No change 36,116 2,028 0.1% 0.1% 235 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 36,116 2,028 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 36,075 2,025 0.08% 0.08% 237 0 0.0% Q2 2026 Jul 22, 2026
Vise Technologies, Inc. History No change 36,029 2,023 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 10, 2026
Investor's Fiduciary Advisor Network, LLC History No change 36,012 2,022 0.69% 0.69% 239 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 34,948 1,962 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 34,912 1,960 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 34,870 1,958 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 34,666 1,946 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 34,662 1,946 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 07, 2026
Gladstone Institutional Advisory LLC History No change 34,198 1,920 0.06% 0.06% 245 0 0.0% Q2 2026 Jul 27, 2026
FLOW TRADERS U.S. LLC History No change 34,093 1,915 0.08% 0.08% 246 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 34,051 1,912 0.38% 0.38% 247 0 0.0% Q2 2026 Aug 03, 2026
Aspect Partners, LLC History No change 33,617 1,887 0.7% 0.7% 248 0 0.0% Q2 2026 Jul 16, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 33,446 1,878 0.79% 0.79% 249 0 0.0% Q2 2026 Aug 11, 2026
Silver Lake Advisory, LLC History No change 32,575 1,829 0.65% 0.65% 250 0 0.0% Q2 2026 Jul 24, 2026
Anchor Investment Management, LLC History No change 31,899 1,791 0.13% 0.13% 251 0 0.0% Q2 2026 Sep 15, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 31,873 1,789 0.04% 0.04% 252 0 0.0% Q2 2026 Jul 31, 2026
Autumn Glory Partners, LLC History No change 31,624 1,775 0.5% 0.5% 253 0 0.0% Q2 2026 Aug 03, 2026
Northwest Financial Advisors History No change 31,396 1,763 0.23% 0.23% 254 0 0.0% Q2 2026 Jul 27, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 31,145 1,749 0.05% 0.05% 255 0 0.0% Q2 2026 Aug 05, 2026
WealthBridge Capital Management, LLC History No change 31,027 1,742 0.35% 0.35% 256 0 0.0% Q2 2026 Jul 24, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 30,849 1,732 0.13% 0.13% 257 0 0.0% Q2 2026 Jul 16, 2026
Valmark Advisers, Inc. History No change 30,708 1,724 0.02% 0.02% 258 0 0.0% Q2 2026 Aug 06, 2026
PlanVest Financial, Inc History No change 30,656 1,721 1.15% 1.15% 259 0 0.0% Q2 2026 Aug 10, 2026
Sequent Asset Management, LLC History No change 30,560 1,716 0.72% 0.72% 260 0 0.0% Q2 2026 Jul 21, 2026
BANK OF MONTREAL /CAN/ History No change 30,338 1,703 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
WEST PACES ADVISORS INC. History No change 30,000 1,684 0.28% 0.28% 262 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 29,735 1,669 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 11, 2026
Dala Group, LLC History No change 29,655 1,665 1.37% 1.37% 264 0 0.0% Q2 2026 Aug 10, 2026
Financial Partners Group, Inc History No change 29,603 1,662 0.17% 0.17% 265 0 0.0% Q2 2026 Jul 23, 2026
CORA CAPITAL ADVISORS LLC History No change 29,355 1,648 0.46% 0.46% 266 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 29,323 1,646 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 13, 2026
SlateStone Wealth, LLC History No change 28,965 1,627 0.12% 0.12% 268 0 0.0% Q2 2026 Jul 20, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 28,876 1,621 0.13% 0.13% 269 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 28,652 1,609 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 04, 2026
Arax Advisory Partners History No change 28,636 1,608 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 28,642 1,608 0.2% 0.2% 272 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 28,387 1,594 0.05% 0.05% 273 0 0.0% Q2 2026 Aug 05, 2026
MBA Advisors LLC History No change 28,114 1,578 0.53% 0.53% 274 0 0.0% Q2 2026 Jul 28, 2026
Tulsa Wealth Advisors, INC History No change 28,043 1,574 0.22% 0.22% 275 0 0.0% Q2 2026 Aug 06, 2026
Petix & Botte Co History No change 28,019 1,573 0.32% 0.32% 276 0 0.0% Q2 2026 Aug 04, 2026
SCOTIA CAPITAL INC. History No change 27,907 1,567 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 11, 2026
WEXFORD CAPITAL LP History No change 27,850 1,564 0.2% 0.2% 278 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 21,178 1,548 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 10, 2026
4WEALTH ADVISORS, INC. History No change 27,310 1,538 1.18% 1.18% 280 0 0.0% Q2 2026 Jul 17, 2026
Sanchez Wealth Management Group History No change 27,000 1,516 0.27% 0.27% 281 0 0.0% Q2 2026 Jul 27, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 26,820 1,506 0.14% 0.14% 282 0 0.0% Q2 2026 Jul 28, 2026
MONECO ADVISORS, LLC History No change 26,244 1,473 0.09% 0.09% 283 0 0.0% Q2 2026 Aug 11, 2026
Paragon Capital Management Ltd History Reduced 27,046 1,463 0.27% 0.33% 284 -4,015 -12.93% Q3 2026 Oct 09, 2026
Bank of New York Mellon Corp History No change 25,365 1,424 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 06, 2026
Allied Investment Advisors, LLC History No change 25,204 1,415 0.18% 0.18% 286 0 0.0% Q2 2026 Jul 20, 2026
SeaCrest Wealth Management, LLC History No change 25,182 1,414 0.16% 0.16% 287 0 0.0% Q2 2026 Jul 09, 2026
Finward Bancorp History No change 24,872 1,396 1.06% 1.06% 288 0 0.0% Q2 2026 Jul 16, 2026
First Heartland Consultants, Inc. History Added to 25,523 1,380 0.09% 0.09% 289 +120 0.47% Q3 2026 Oct 08, 2026
Pathway Financial Advisers, LLC History No change 24,438 1,372 0.35% 0.35% 290 0 0.0% Q2 2026 Jul 30, 2026
CHANNEL WEALTH LLC History No change 24,419 1,371 0.31% 0.31% 291 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 24,295 1,364 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 13, 2026
F/m Investments LLC History No change 24,200 1,362 0.07% 0.07% 293 0 0.0% Q2 2026 Aug 05, 2026
SP Asset Management LLC History No change 24,188 1,358 0.11% 0.11% 294 0 0.0% Q2 2026 Aug 04, 2026
Madison Park Capital Advisors, LLC History No change 25,234 1,349 0.96% 0.96% 295 0 0.0% Q2 2026 Jul 07, 2026
Ethos Financial Group, LLC History No change 22,611 1,316 0.09% 0.09% 296 0 0.0% Q2 2026 Aug 07, 2026
BBR PARTNERS, LLC History No change 23,350 1,311 0.06% 0.06% 297 0 0.0% Q2 2026 Aug 11, 2026
Sound Financial Strategies Group, LLC History No change 23,045 1,294 0.82% 0.82% 298 0 0.0% Q2 2026 Aug 10, 2026
Tactive Advisors, LLC History Reduced 23,699 1,282 0.31% 0.38% 299 -3,922 -14.2% Q3 2026 Oct 08, 2026
High Point Wealth Management, LLC History No change 22,719 1,275 1.04% 1.04% 300 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Advisor Solutions LLC History No change 22,422 1,259 0.04% 0.04% 301 0 0.0% Q2 2026 Jul 07, 2026
WealthPlan Investment Management, LLC History No change 22,262 1,250 0.06% 0.06% 302 0 0.0% Q2 2026 Jul 28, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 22,131 1,242 0.34% 0.34% 303 0 0.0% Q2 2026 Aug 07, 2026
Councilor Wealth, LLC History Reduced 22,520 1,218 0.5% 0.55% 305 -1,808 -7.43% Q3 2026 Oct 09, 2026
Harvest Investment Services, LLC History No change 21,696 1,218 0.19% 0.19% 304 0 0.0% Q2 2026 Aug 14, 2026
Fiscal Wisdom Wealth Management, LLC History No change 21,322 1,197 1.02% 1.02% 306 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 21,178 1,189 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 09, 2026
SAX WEALTH ADVISORS, LLC History No change 11,142 1,181 0.05% 0.05% 308 0 0.0% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History No change 20,753 1,165 0.04% 0.04% 309 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 20,517 1,152 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 05, 2026
Total Clarity Wealth Management, Inc. History No change 20,439 1,147 0.22% 0.22% 311 0 0.0% Q2 2026 Jul 23, 2026
CHAPIN DAVIS, INC. History Added to 21,106 1,141 0.22% 0.21% 312 +279 1.34% Q3 2026 Oct 08, 2026
Nuveen, LLC History No change 20,252 1,137 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
Park Place Capital Corp History No change 20,185 1,133 0.18% 0.18% 314 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 20,000 1,123 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 04, 2026
SUCCESSION FINANCIAL, INC. History No change 19,980 1,122 1.07% 1.07% 316 0 0.0% Q2 2026 Aug 07, 2026
PKS Advisory Services, LLC History No change 19,795 1,111 0.18% 0.18% 317 0 0.0% Q2 2026 Aug 04, 2026
Walsh & Associates, LLC History No change 19,678 1,105 0.9% 0.9% 318 0 0.0% Q2 2026 Jul 21, 2026
Bienville Capital Management, LLC History No change 19,644 1,103 0.15% 0.15% 319 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 19,509 1,095 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 19,251 1,081 0.07% 0.07% 321 0 0.0% Q2 2026 Jul 21, 2026
First City Capital Management, Inc. History No change 19,040 1,069 0.52% 0.52% 322 0 0.0% Q2 2026 Jul 13, 2026
Platform Technology Partners History No change 19,047 1,069 0.17% 0.17% 323 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS ADVISORS, LLC History No change 18,931 1,063 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 18,816 1,056 0.31% 0.31% 325 0 0.0% Q2 2026 Aug 04, 2026
Curi Capital, LLC History No change 18,713 1,050 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 14, 2026
MMA ASSET MANAGEMENT LLC History No change 18,561 1,042 0.33% 0.33% 327 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 18,559 1,042 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 18,515 1,039 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 28, 2026
Lionhunter Capital Management, LLC History No change 18,456 1,036 0.47% 0.47% 330 0 0.0% Q2 2026 Aug 13, 2026
Virtus Wealth Solutions LLC History No change 18,289 1,027 0.14% 0.14% 331 0 0.0% Q2 2026 Jul 24, 2026
Arkadios Wealth Advisors History No change 17,960 1,008 0.02% 0.02% 332 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 17,857 1,002 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 11, 2026
Mission Creek Capital Partners, Inc. History No change 17,833 1,001 0.18% 0.18% 334 0 0.0% Q2 2026 Aug 14, 2026
Michels Family Financial, LLC History No change 17,710 994 0.64% 0.64% 335 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 17,677 992 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 22, 2026
Gemmer Asset Management LLC History No change 17,547 985 0.07% 0.07% 337 0 0.0% Q2 2026 Jul 15, 2026
Bluespring Wealth Management, LLC History No change 17,414 977 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 17,020 975 0.01% 0.01% 339 0 0.0% Q2 2026 Jul 27, 2026
B. Riley Wealth Advisors, Inc. History No change 17,226 970 0.05% 0.05% 340 0 0.0% Q2 2026 Jul 14, 2026
GC Wealth Management RIA, LLC History No change 16,848 946 0.05% 0.05% 341 0 0.0% Q2 2026 Jul 16, 2026
AAFMAA Wealth Management & Trust LLC History No change 16,800 943 0.33% 0.33% 342 0 0.0% Q2 2026 Jul 08, 2026
TUDOR INVESTMENT CORP ET AL History No change 16,302 915 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 16,295 915 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 04, 2026
BIP Wealth, LLC History No change 16,222 911 0.03% 0.03% 345 0 0.0% Q2 2026 Aug 03, 2026
Element Wealth, LLC History No change 16,225 911 0.34% 0.34% 346 0 0.0% Q2 2026 Aug 14, 2026
ASL Financial, LLC History No change 16,078 902 0.64% 0.64% 347 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Advisory, LLC History No change 16,054 901 0.07% 0.07% 348 0 0.0% Q2 2026 Jul 29, 2026
SkyOak Wealth, LLC History No change 16,042 900 0.15% 0.15% 349 0 0.0% Q2 2026 Jul 30, 2026
COFG Advisors, LLC History No change 15,744 884 0.15% 0.15% 350 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,740 883 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 10, 2026
Paladin Advisory Group, LLC History No change 15,574 874 0.58% 0.58% 352 0 0.0% Q2 2026 Jul 28, 2026
BlueChip Wealth Advisors LLC History No change 15,536 872 0.33% 0.33% 353 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Wealth, LLC History No change 15,376 863 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 10, 2026
AlphaStar Capital Management, LLC History No change 15,299 859 0.05% 0.05% 355 0 0.0% Q2 2026 Jul 30, 2026
Paragon Private Wealth Management, LLC History No change 15,301 859 0.22% 0.22% 356 0 0.0% Q2 2026 Jul 28, 2026
Cross Staff Investments Inc History No change 15,191 853 0.48% 0.48% 357 0 0.0% Q2 2026 Jul 22, 2026
BESSEMER GROUP INC History No change 14,926 838 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 12, 2026
Ullmann Wealth Partners Group, LLC History No change 14,878 835 0.08% 0.08% 359 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 14,786 830 0.03% 0.03% 360 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 14,646 822 0.07% 0.07% 361 0 0.0% Q2 2026 Jul 16, 2026
Wealthcare Capital Partners, LLC History No change 14,632 821 0.34% 0.34% 362 0 0.0% Q2 2026 Jul 09, 2026
Perennial Investment Advisors, LLC History No change 14,597 819 0.05% 0.05% 363 0 0.0% Q2 2026 Aug 14, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 14,578 818 0.17% 0.17% 364 0 0.0% Q2 2026 Jul 10, 2026
Ballentine Partners, LLC History No change 14,490 813 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 17, 2026
M3 Advisory Group, LLC History No change 14,233 799 0.41% 0.41% 366 0 0.0% Q2 2026 Jul 24, 2026
Global X Japan Co., Ltd. History No change 14,188 796 0.03% 0.03% 367 0 0.0% Q2 2026 Jul 14, 2026
BARCLAYS PLC History No change 14,132 793 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 14,024 787 0.03% 0.03% 369 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 13,922 781 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 13,898 781 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 20, 2026
KOM Wealth Management Group, LLC History No change 13,917 781 0.47% 0.47% 372 0 0.0% Q2 2026 Jul 23, 2026
Montis Financial, LLC History No change 13,803 775 0.16% 0.16% 373 0 0.0% Q2 2026 Aug 05, 2026
KFA Private Wealth Group, LLC History Reduced 14,301 773 0.18% 0.2% 374 -311 -2.13% Q3 2026 Oct 07, 2026
CVFG LLC History No change 13,681 768 0.08% 0.08% 375 0 0.0% Q2 2026 Aug 11, 2026
Beaumont Financial Advisors, LLC History No change 13,648 766 0.05% 0.05% 376 0 0.0% Q2 2026 Aug 04, 2026
FAS Wealth Partners, Inc. History No change 13,577 762 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 13,554 761 0.08% 0.08% 378 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 13,502 758 0.03% 0.03% 379 0 0.0% Q2 2026 Aug 03, 2026
Kozak & Associates, Inc. History No change 13,380 757 0.13% 0.13% 380 0 0.0% Q2 2026 Jul 02, 2026
Benin Management CORP History No change 13,450 755 0.15% 0.15% 381 0 0.0% Q2 2026 Jul 15, 2026
Meridian Financial Advisors, LLC History No change 13,445 755 0.36% 0.36% 382 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 13,368 750 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 04, 2026
Kellett Wealth Advisors, LLC History No change 13,356 750 0.35% 0.35% 384 0 0.0% Q2 2026 Jul 23, 2026
Bravias Capital Group, LLC History No change 13,233 743 0.44% 0.44% 385 0 0.0% Q2 2026 Jul 30, 2026
Point72 Asset Management, L.P. History No change 13,200 741 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 13,173 739 0.18% 0.18% 387 0 0.0% Q2 2026 Jul 30, 2026
CoreCap Advisors, LLC History Added to 13,586 735 0.02% 0.02% 389 +729 5.67% Q3 2026 Oct 08, 2026
Wagner Wealth Management, LLC History No change 13,096 735 0.14% 0.14% 388 0 0.0% Q2 2026 Jul 24, 2026
KICKSTAND VENTURES, LLC. History No change 13,090 735 0.13% 0.13% 390 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 13,062 733 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 13, 2026
FIDELITY D & D BANCORP INC History No change 12,982 729 0.25% 0.25% 392 0 0.0% Q2 2026 Aug 05, 2026
RWA WEALTH PARTNERS, LLC History No change 12,934 726 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 12,916 725 0.05% 0.05% 394 0 0.0% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History No change 12,773 717 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Holdings, LLC History No change 12,577 706 0.22% 0.22% 396 0 0.0% Q2 2026 Aug 12, 2026
HT Partners LLC History No change 12,576 706 0.2% 0.2% 397 0 0.0% Q2 2026 Jul 16, 2026
Bleakley Financial Group, LLC History No change 12,589 706 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 12,524 703 0.02% 0.02% 399 0 0.0% Q2 2026 Jul 09, 2026
CFC Planning Co LLC History No change 12,506 702 0.41% 0.41% 400 0 0.0% Q2 2026 Aug 05, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 12,868 696 0.06% 0.06% 401 0 0.0% Q3 2026 Oct 06, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 12,249 693 0.15% 0.15% 402 0 0.0% Q2 2026 Jul 15, 2026
Regal Investment Advisors LLC History No change 12,145 682 0.04% 0.04% 403 0 0.0% Q2 2026 Aug 14, 2026
Marks Group Wealth Management, Inc History No change 12,136 681 0.06% 0.06% 404 0 0.0% Q2 2026 Jul 27, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 12,113 680 0.25% 0.25% 405 0 0.0% Q2 2026 Jul 15, 2026
McHugh Group, LLC History No change 12,055 677 0.35% 0.35% 406 0 0.0% Q2 2026 Jul 16, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 11,848 665 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Management, Inc. History No change 11,798 662 0.17% 0.17% 408 0 0.0% Q2 2026 Jul 28, 2026
Key Client Fiduciary Advisors, LLC History No change 11,610 652 0.19% 0.19% 409 0 0.0% Q2 2026 Jul 09, 2026
Octavia Wealth Advisors, LLC History No change 11,606 651 0.06% 0.06% 410 0 0.0% Q2 2026 Jul 14, 2026
Provenance Wealth Advisors, LLC History No change 11,600 651 0.06% 0.06% 411 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Group History No change 11,551 648 0.04% 0.04% 412 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 11,508 646 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 14, 2026
Lewis Asset Management, LLC History No change 11,503 645 0.23% 0.23% 414 0 0.0% Q2 2026 Jul 21, 2026
Owl Creek Wealth Partners LLC History No change 11,481 644 0.19% 0.19% 415 0 0.0% Q2 2026 Jul 20, 2026
National Philanthropic Trust History No change 11,461 643 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
Pine Harbor Wealth Management, LLC History No change 11,455 643 0.17% 0.17% 417 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 11,410 640 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 04, 2026
XTX Topco Ltd History No change 11,348 637 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 11,274 634 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History No change 11,306 634 0.25% 0.25% 421 0 0.0% Q2 2026 Jul 27, 2026
1ST SOURCE BANK History No change 11,240 631 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 06, 2026
Capital Asset Advisory Services LLC History No change 11,242 631 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Investment Group, LLC History No change 11,244 631 0.08% 0.08% 424 0 0.0% Q2 2026 Aug 04, 2026
Vines Capital Management, LLC History No change 11,240 631 0.52% 0.52% 425 0 0.0% Q2 2026 Aug 14, 2026
J. M. Brown & Associates Inc. History No change 11,243 631 0.36% 0.36% 426 0 0.0% Q2 2026 Jul 23, 2026
BRADY FAMILY WEALTH, LLC History No change 11,194 628 0.18% 0.18% 427 0 0.0% Q2 2026 Jul 13, 2026
VICTORY FINANCIAL GROUP, LLC History No change 11,153 626 0.07% 0.07% 428 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 11,139 625 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 11,093 623 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 18, 2026
Signal Advisors Wealth, LLC History No change 11,096 623 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 04, 2026
Azimuth Capital Investment Management LLC History No change 11,049 620 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 12, 2026
Bath Savings Trust Co History Added to 11,293 610 0.06% 0.07% 433 +42 0.37% Q3 2026 Oct 07, 2026
Aptus Capital Advisors, LLC History No change 10,836 608 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 12, 2026
Melone Private Wealth, LLC History No change 10,807 606 0.23% 0.23% 435 0 0.0% Q2 2026 Jul 09, 2026
Keating Financial Advisory Services, Inc. History No change 10,729 602 0.08% 0.08% 436 0 0.0% Q2 2026 Aug 11, 2026
Emergent Wealth Advisors, LLC History Reduced 11,112 601 0.31% 0.32% 437 -34 -0.31% Q3 2026 Oct 08, 2026
Lifeworks Advisors, LLC History No change 10,699 600 0.06% 0.06% 438 0 0.0% Q2 2026 Aug 14, 2026
James J. Burns & Company, LLC History No change 10,671 599 0.06% 0.06% 439 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 10,664 598 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 10,586 594 0.22% 0.22% 441 0 0.0% Q2 2026 Jul 23, 2026
Concord Investment Counsel Inc. History No change 10,464 587 0.16% 0.16% 442 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 10,449 586 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 10,404 584 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 10,370 582 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 10,350 581 0.06% 0.06% 446 0 0.0% Q2 2026 Jul 29, 2026
Graney & King, LLC History No change 10,245 575 0.21% 0.21% 447 0 0.0% Q2 2026 Aug 07, 2026
Syntegra Private Wealth Group, LLC History No change 10,229 574 0.04% 0.04% 448 0 0.0% Q2 2026 Jul 15, 2026
Hyundai Investments Co., Ltd. History No change 10,095 568 0.62% 0.62% 449 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 10,090 566 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 04, 2026
Eldridge Investment Advisors, Inc. History No change 10,063 565 0.11% 0.11% 451 0 0.0% Q2 2026 Aug 10, 2026
Riverbend Wealth Management, LLC History No change 10,043 564 0.28% 0.28% 452 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History No change 9,984 560 0.02% 0.02% 453 0 0.0% Q2 2026 Jul 22, 2026
Castle Rock Wealth Management, LLC History Reduced 10,207 558 0.11% 0.12% 454 -208 -2.0% Q3 2026 Oct 09, 2026
Wealthfront Advisers LLC History No change 9,948 558 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 07, 2026
SYKON CAPITAL LLC History No change 9,894 555 0.17% 0.17% 456 0 0.0% Q2 2026 Aug 12, 2026
Gryphon Financial Partners LLC History No change 9,848 553 0.05% 0.05% 457 0 0.0% Q2 2026 Aug 05, 2026
Fortis Capital Management LLC History No change 9,830 552 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History No change 9,818 551 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 31, 2026
Principle Wealth Partners LLC History No change 9,806 550 0.03% 0.03% 460 0 0.0% Q2 2026 Aug 07, 2026
waypoint wealth counsel History No change 9,781 549 0.34% 0.34% 461 0 0.0% Q2 2026 Aug 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,757 547 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 14, 2026
Veracity Capital LLC History Reduced 10,102 546 0.15% 0.15% 463 -22 -0.22% Q3 2026 Oct 08, 2026
Realta Investment Advisors History No change 9,563 537 0.17% 0.17% 464 0 0.0% Q2 2026 Jul 20, 2026
SIMPLEX TRADING, LLC History No change 9,520 534 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
Family Capital Management, Inc. History No change 9,473 531 0.21% 0.21% 466 0 0.0% Q2 2026 Jul 31, 2026
National Wealth Management Group, LLC History No change 9,432 529 0.16% 0.16% 467 0 0.0% Q2 2026 Jul 14, 2026
Cherry Creek Investment Advisors, Inc. History No change 9,169 514 0.2% 0.2% 468 0 0.0% Q2 2026 Jul 30, 2026
Crescent Grove Advisors, LLC History No change 9,148 513 0.04% 0.04% 469 0 0.0% Q2 2026 Aug 10, 2026
Intrua Financial, LLC History No change 9,045 507 0.05% 0.05% 470 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 9,019 506 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 9,001 505 0.14% 0.14% 472 0 0.0% Q2 2026 Aug 07, 2026
GUIDANCE CAPITAL, INC History No change 8,737 500 0.11% 0.11% 473 0 0.0% Q2 2026 Jul 20, 2026
Benchmark Financial Wealth Advisors, LLC History No change 8,903 499 0.12% 0.12% 474 0 0.0% Q2 2026 Jul 17, 2026
Rockwood Wealth Management, LLC History No change 8,836 496 0.03% 0.03% 475 0 0.0% Q2 2026 Jul 13, 2026
LaSalle St. Investment Advisors, LLC History No change 8,800 494 0.06% 0.06% 476 0 0.0% Q2 2026 Aug 11, 2026
GRANVILLE CAPITAL, INC. History No change 8,787 493 0.22% 0.22% 477 0 0.0% Q2 2026 Aug 11, 2026
Astoria Portfolio Advisors LLC. History No change 8,749 491 0.08% 0.08% 478 0 0.0% Q2 2026 Jul 28, 2026
Diversified Enterprises, LLC History No change 8,742 490 0.02% 0.02% 479 0 0.0% Q2 2026 Jul 31, 2026
LAVELLE CAPITAL LP History No change 8,648 485 0.21% 0.21% 480 0 0.0% Q2 2026 Jul 22, 2026
Pine Valley Investments Ltd Liability Co History No change 8,591 482 0.02% 0.02% 481 0 0.0% Q2 2026 Jul 24, 2026
QTR Family Wealth, LLC History No change 8,589 482 0.17% 0.17% 482 0 0.0% Q2 2026 Jul 27, 2026
Modern Wealth Management, LLC History No change 8,558 480 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 13, 2026
Joel Isaacson & Co., LLC History No change 8,507 477 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 04, 2026
Freestone Capital Holdings, LLC History No change 8,289 465 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 31, 2026
One Day In July LLC History No change 8,284 465 0.03% 0.03% 486 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 8,214 461 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Strategies, LLC History No change 8,214 461 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 21, 2026
Sovereign Financial Group, Inc. History No change 8,213 461 0.07% 0.07% 489 0 0.0% Q2 2026 Jul 24, 2026
ASPIRIANT, LLC History No change 8,104 455 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 20, 2026
Centennial Bank/AR/ History No change 8,100 454 0.15% 0.15% 491 0 0.0% Q2 2026 Aug 10, 2026
Lansing Street Advisors History No change 8,078 453 0.1% 0.1% 492 0 0.0% Q2 2026 Jul 24, 2026
Tempus Wealth Planning, LLC History No change 8,062 452 0.09% 0.09% 493 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 8,013 449 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 04, 2026
DEFINE FINANCIAL, LLC History No change 7,955 446 0.2% 0.2% 495 0 0.0% Q2 2026 Jul 13, 2026
Clear Harbor Asset Management, LLC History No change 7,911 444 0.03% 0.03% 496 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ALLIANCE, LLC History No change 7,921 444 0.04% 0.04% 497 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 7,813 442 0.03% 0.03% 498 0 0.0% Q2 2026 Jul 22, 2026
McAdam, LLC History No change 7,858 441 0.02% 0.02% 499 0 0.0% Q2 2026 Aug 04, 2026
Investment Advisory Group, LLC History No change 7,859 441 0.1% 0.1% 500 0 0.0% Q2 2026 Aug 06, 2026
LongView Wealth Management History No change 7,836 440 0.11% 0.11% 501 0 0.0% Q2 2026 Jul 17, 2026
BTS Asset Management, Inc. History No change 7,807 438 0.92% 0.92% 502 0 0.0% Q2 2026 Aug 14, 2026
Novak & Powell Financial Services, Inc. History No change 7,801 438 0.21% 0.21% 503 0 0.0% Q2 2026 Aug 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 7,764 436 0.06% 0.06% 504 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Services, LLC History No change 7,746 435 0.26% 0.26% 505 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Wealth Management, LLC History No change 7,696 432 0.06% 0.06% 506 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors, Ltd. LLC History No change 7,636 429 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 16, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,641 429 0.0% 0.0% 508 0 0.0% Q2 2026 Sep 23, 2026
Karras Company, Inc. History No change 7,598 426 0.39% 0.39% 509 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisors, LLC History No change 7,580 425 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 7,545 423 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 10, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 7,480 420 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,468 419 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 7,446 418 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 7,451 418 0.03% 0.03% 515 0 0.0% Q2 2026 Aug 11, 2026
EARNED WEALTH ADVISORS, LLC History No change 7,419 416 0.03% 0.03% 516 0 0.0% Q2 2026 Aug 14, 2026
Optivise Advisory Services LLC History No change 7,399 415 0.21% 0.21% 517 0 0.0% Q2 2026 Jul 13, 2026
Stirlingshire Investments, Inc. History No change 7,368 413 0.31% 0.31% 518 0 0.0% Q2 2026 Jul 31, 2026
Ignite Planners, LLC History No change 7,369 413 0.06% 0.06% 519 0 0.0% Q2 2026 Jul 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 7,310 410 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 23, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 7,276 408 0.3% 0.3% 521 0 0.0% Q2 2026 Jul 28, 2026
Nicholas Hoffman & Company, LLC. History No change 7,263 407 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 04, 2026
Guilbault Capital LLC History No change 7,198 404 0.41% 0.41% 523 0 0.0% Q2 2026 Jul 23, 2026
RB Capital Management, LLC History No change 7,193 403 0.08% 0.08% 524 0 0.0% Q2 2026 Aug 17, 2026
Eagle Bay Advisors LLC History No change 7,179 403 0.3% 0.3% 525 0 0.0% Q2 2026 Aug 03, 2026
Bellars Harris Wealth Management, LLC History No change 7,176 403 0.08% 0.08% 526 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 7,130 400 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 31, 2026
CHILTON INVESTMENT CO INC. History No change 7,100 398 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 14, 2026
FourThought Financial Partners, LLC History No change 7,000 393 0.03% 0.03% 529 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 6,996 392 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 13, 2026
Nikulski Financial, Inc. History No change 6,933 389 0.08% 0.08% 531 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 6,940 389 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 06, 2026
Thompson David Blair History No change 6,887 386 0.19% 0.19% 533 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 6,830 383 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 20, 2026
Hilltop Holdings Inc. History No change 6,796 381 0.03% 0.03% 535 0 0.0% Q2 2026 Aug 13, 2026
Advisory Alpha, LLC History No change 6,767 380 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 11, 2026
WealthSpring Partners, LLC History No change 6,735 378 0.32% 0.32% 537 0 0.0% Q2 2026 Aug 05, 2026
Portland Global Advisors LLC History No change 6,723 377 0.04% 0.04% 538 0 0.0% Q2 2026 Aug 13, 2026
RIA Advisory Group LLC History No change 6,701 376 0.08% 0.08% 539 0 0.0% Q2 2026 Jul 23, 2026
Raab & Moskowitz Asset Management LLC History No change 6,668 374 0.08% 0.08% 540 0 0.0% Q2 2026 Jul 28, 2026
Forum Finance Group S.A. History No change 8,250 374 0.13% 0.13% 541 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 6,656 373 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 27, 2026
Detalus Advisors, LLC History No change 6,621 371 0.07% 0.07% 543 0 0.0% Q2 2026 Jul 27, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 6,617 371 0.26% 0.26% 544 0 0.0% Q2 2026 Jul 23, 2026
Heritage Family Offices, LLP History No change 6,608 371 0.14% 0.14% 545 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 6,608 371 0.14% 0.14% 546 0 0.0% Q2 2026 Jul 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 6,845 370 0.01% 0.01% 548 -159 -2.27% Q3 2026 Oct 05, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 6,580 370 0.03% 0.03% 547 0 0.0% Q2 2026 Jul 09, 2026
WealthPLAN Partners, LLC History No change 6,555 368 0.07% 0.07% 549 0 0.0% Q2 2026 Jul 28, 2026
Enclave Advisors LLC History No change 6,566 368 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 14, 2026
SAXON INTERESTS, INC. History No change 6,560 368 0.1% 0.1% 551 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 6,550 367 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 12, 2026
Waterloo Capital, L.P. History No change 6,516 365 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 29, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,466 363 0.04% 0.04% 554 0 0.0% Q2 2026 Jul 09, 2026
Strait & Sound Wealth Management LLC History No change 6,440 361 0.13% 0.13% 555 0 0.0% Q2 2026 Aug 17, 2026
B & T Capital Management DBA Alpha Capital Management History No change 6,400 359 0.05% 0.05% 556 0 0.0% Q2 2026 Aug 07, 2026
AFT, FORSYTH & COMPANY, INC. History No change 6,356 356 0.17% 0.17% 557 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 6,350 356 0.02% 0.02% 558 0 0.0% Q2 2026 Jul 27, 2026
FIRST AMERICAN TRUST, FSB History No change 6,320 354 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 6,314 354 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 17, 2026
United Capital Management of KS, Inc. History No change 6,316 354 0.05% 0.05% 561 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History No change 6,300 353 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 6,107 350 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 6,107 350 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Reduced 6,425 347 0.01% 0.01% 566 -5 -0.08% Q3 2026 Oct 08, 2026
EVEXIA WEALTH LLC History No change 6,044 347 0.09% 0.09% 565 0 0.0% Q2 2026 Aug 07, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 6,176 346 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 13, 2026
ProCore Advisors, LLC History No change 6,170 346 0.43% 0.43% 568 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,170 346 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 21, 2026
Retireful, LLC History Added to 6,332 342 0.29% 0.31% 570 +487 8.33% Q3 2026 Oct 08, 2026
Annex Advisory Services, LLC History No change 6,082 341 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 6,066 340 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 31, 2026
Darwin Wealth Management, LLC History No change 6,063 340 0.09% 0.09% 573 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 6,066 340 0.02% 0.02% 574 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 6,044 339 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 23, 2026
ProVise Management Group, LLC History No change 6,032 338 0.02% 0.02% 576 0 0.0% Q2 2026 Aug 03, 2026
Russell Investments Group, Ltd. History No change 6,035 338 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 06, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 6,212 336 0.04% 0.05% 578 -2,115 -25.4% Q3 2026 Oct 08, 2026
HBK Sorce Advisory LLC History No change 5,752 335 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 06, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,974 335 0.03% 0.03% 580 0 0.0% Q2 2026 Jul 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 5,937 333 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 10, 2026
DB&C Advisors, LLC History No change 5,938 333 0.36% 0.36% 582 0 0.0% Q2 2026 Jul 31, 2026
Cottage Street Advisors LLC History No change 5,877 330 0.13% 0.13% 583 0 0.0% Q2 2026 Jul 20, 2026
Graves Light Lenhart Wealth, Inc. History No change 6,102 330 0.03% 0.03% 584 0 0.0% Q3 2026 Oct 08, 2026
S.A. Mason LLC History No change 5,860 329 0.1% 0.1% 585 0 0.0% Q2 2026 Jul 31, 2026
Phraction Management LLC History No change 5,870 329 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 20, 2026
KINTRA WEALTH, LLC History No change 5,606 328 0.02% 0.02% 587 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 5,852 328 0.03% 0.03% 588 0 0.0% Q2 2026 Jul 07, 2026
Hickory Point Bank & Trust History No change 6,000 324 0.19% 0.2% 589 0 0.0% Q3 2026 Oct 01, 2026
Andrews Advisory Associates, LLC History No change 5,772 324 0.16% 0.16% 590 0 0.0% Q2 2026 Jul 17, 2026
Global Strategic Investment Solutions, LLC History No change 5,759 323 0.03% 0.03% 591 0 0.0% Q2 2026 Aug 07, 2026
Turtle Creek Wealth Advisors, LLC History No change 5,758 323 0.02% 0.02% 592 0 0.0% Q2 2026 Jul 27, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 5,746 322 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 29, 2026
Goelzer Investment Management, Inc. History No change 5,744 322 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 14, 2026
Kapstone Financial Advisors LLC History No change 5,738 322 0.13% 0.13% 595 0 0.0% Q2 2026 Aug 07, 2026
Avior Wealth Management, LLC History No change 5,666 318 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 07, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 5,620 315 0.04% 0.04% 597 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,600 314 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 5,585 313 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 03, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 5,556 312 0.11% 0.11% 600 0 0.0% Q2 2026 Jul 30, 2026
Renasant Bank History No change 5,545 311 0.2% 0.2% 601 0 0.0% Q2 2026 Aug 11, 2026
Napier Financial, LLC History No change 5,551 311 0.06% 0.06% 602 0 0.0% Q2 2026 Jul 31, 2026
PROMETHIUM ADVISORS,LLC History No change 5,464 306 0.15% 0.15% 603 0 0.0% Q2 2026 Aug 05, 2026
Onyx Bridge Wealth Group LLC History No change 5,434 305 0.03% 0.03% 604 0 0.0% Q2 2026 Jul 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 5,414 304 0.1% 0.1% 605 0 0.0% Q2 2026 Jul 16, 2026
Capital Squared Financial LLC History No change 5,413 303 0.2% 0.2% 606 0 0.0% Q2 2026 Jul 21, 2026
Stablepoint Partners, LLC History No change 5,388 302 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 09, 2026
Betterment LLC History No change 5,358 301 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Reduced 5,546 300 0.0% 0.01% 609 -5,574 -50.13% Q3 2026 Oct 05, 2026
Essex Bank History No change 5,332 299 0.06% 0.06% 610 0 0.0% Q2 2026 Jul 23, 2026
LVW Advisors, LLC History No change 5,324 298 0.03% 0.03% 611 0 0.0% Q2 2026 Jul 15, 2026
Cornell Pochily Investment Advisors, Inc. History No change 5,308 298 0.08% 0.08% 612 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 5,273 296 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 03, 2026
Plotkin Financial Advisors, LLC History No change 5,278 296 0.12% 0.12% 614 0 0.0% Q2 2026 Aug 14, 2026
LightSquare Wealth Management, LLC History No change 5,272 296 0.2% 0.2% 615 0 0.0% Q2 2026 Aug 03, 2026
Ancora Advisors LLC History No change 5,250 294 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 14, 2026
Strategic Advisors LLC History No change 5,232 293 0.06% 0.06% 617 0 0.0% Q2 2026 Jul 28, 2026
Valor Advisors LLC History No change 5,190 291 0.21% 0.21% 618 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Wealth Managment Inc. History No change 5,171 290 0.12% 0.12% 619 0 0.0% Q2 2026 Aug 05, 2026
Pallas Capital Advisors LLC History No change 5,134 288 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 07, 2026
Kentucky Trust Co History No change 5,144 288 0.14% 0.14% 621 0 0.0% Q2 2026 Jul 10, 2026
Belpointe Asset Management LLC History No change 5,093 286 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 31, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,084 285 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 15, 2026
Accredited Investors Inc. History No change 5,051 283 0.01% 0.01% 624 0 0.0% Q2 2026 Jul 21, 2026
Founders Financial Alliance, LLC History No change 5,048 283 0.04% 0.04% 625 0 0.0% Q2 2026 Aug 04, 2026
Fisher Asset Management, LLC History No change 5,037 282 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 04, 2026
Aspen Wealth Management LLC History No change 5,033 282 0.05% 0.05% 627 0 0.0% Q2 2026 Jul 31, 2026
Composition Wealth, LLC History No change 4,949 277 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 22, 2026
Sage Investment Advisers LLC History No change 4,943 277 0.19% 0.19% 629 0 0.0% Q2 2026 Jul 09, 2026
McKinley Carter Wealth Services, Inc. History No change 4,901 275 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 28, 2026
Sherman Wealth Management LLC History No change 4,866 273 0.21% 0.21% 631 0 0.0% Q2 2026 Jul 09, 2026
Loudon Investment Management, LLC History No change 4,860 272 0.13% 0.13% 632 0 0.0% Q2 2026 Aug 14, 2026
Essex LLC History No change 4,850 272 0.04% 0.04% 633 0 0.0% Q2 2026 Jul 24, 2026
RS CRUM INC. History No change 4,840 271 0.05% 0.05% 634 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 4,760 267 0.04% 0.04% 635 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 4,744 266 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 09, 2026
Grant Private Wealth Management Inc History No change 4,736 265 0.11% 0.11% 637 0 0.0% Q2 2026 Jul 07, 2026
AdvisorNet Financial, Inc History No change 4,704 264 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 4,678 262 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 10, 2026
Waldron Private Wealth LLC History No change 4,648 261 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 20, 2026
Sage Mountain Advisors LLC History No change 4,664 261 0.02% 0.02% 641 0 0.0% Q2 2026 Aug 05, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 4,644 260 0.17% 0.17% 642 0 0.0% Q2 2026 Aug 04, 2026
Simplicity Wealth,LLC History No change 4,595 258 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 06, 2026
BOS Asset Management, LLC History No change 4,758 257 0.06% 0.06% 644 0 0.0% Q3 2026 Oct 09, 2026
Strategic Blueprint, LLC History No change 4,566 256 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors Wealth Management, LLC History Reduced 4,726 255 0.03% 0.03% 647 -472 -9.08% Q3 2026 Oct 09, 2026
PRIVATE TRUST CO NA History No change 4,556 255 0.02% 0.02% 646 0 0.0% Q2 2026 Jul 28, 2026
Guardian Capital, LLC History No change 4,537 254 0.21% 0.21% 648 0 0.0% Q2 2026 Aug 07, 2026
Rodgers Brothers Inc. History No change 4,512 253 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 05, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,514 253 0.01% 0.01% 650 0 0.0% Q2 2026 Aug 14, 2026
ADVISORY RESEARCH INC History No change 4,462 250 0.02% 0.02% 651 0 0.0% Q2 2026 Aug 13, 2026
Stanley-Laman Group, Ltd. History No change 4,420 248 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 05, 2026
Independent Advisor Alliance History No change 4,423 248 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 4,364 247 0.16% 0.16% 654 0 0.0% Q2 2026 Jul 09, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 4,372 245 0.1% 0.1% 655 0 0.0% Q2 2026 Aug 07, 2026
RiverFront Investment Group, LLC History No change 4,346 244 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 29, 2026
DAGCO, INC. History No change 4,350 244 0.05% 0.05% 657 0 0.0% Q2 2026 Jul 10, 2026
Tranquility Partners, LLC History No change 4,352 244 0.08% 0.08% 658 0 0.0% Q2 2026 Jul 23, 2026
Curran Financial Partners, LLC History No change 4,362 244 0.04% 0.04% 659 0 0.0% Q2 2026 Aug 12, 2026
NWM ADVISORS, LLC History No change 4,344 243 0.19% 0.19% 660 0 0.0% Q2 2026 Aug 28, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 4,298 241 0.09% 0.09% 661 0 0.0% Q2 2026 Jul 09, 2026
WNY Asset Management, LLC History No change 4,282 240 0.02% 0.02% 662 0 0.0% Q2 2026 Aug 17, 2026
CFM WEALTH PARTNERS LLC History No change 4,248 238 0.03% 0.03% 663 0 0.0% Q2 2026 Aug 07, 2026
Magnus Financial Group LLC History No change 4,226 237 0.02% 0.02% 664 0 0.0% Q2 2026 Jul 09, 2026
GWN SECURITIES INC. History No change 4,214 236 0.04% 0.04% 665 0 0.0% Q2 2026 Aug 05, 2026
STRATEGY ASSET MANAGERS LLC History No change 4,200 235 0.04% 0.04% 666 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 4,170 234 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 31, 2026
KELLY FINANCIAL GROUP LLC History No change 4,160 233 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 14, 2026
Laurel Wealth Planning LLC History No change 4,136 232 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 4,126 231 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 20, 2026
Anson Capital, Inc. History No change 4,116 231 0.15% 0.15% 671 0 0.0% Q2 2026 Jul 29, 2026
MWA Asset Management History No change 4,094 229 0.1% 0.1% 672 0 0.0% Q2 2026 Jul 31, 2026
Morey & Quinn Wealth Partners, LLC History No change 4,095 229 0.15% 0.15% 673 0 0.0% Q2 2026 Jul 27, 2026
Bouchey Financial Group, Ltd. History No change 4,060 228 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 27, 2026
Sandy Cove Advisors, LLC History No change 4,074 228 0.06% 0.06% 675 0 0.0% Q2 2026 Jul 07, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 4,069 228 0.08% 0.08% 676 0 0.0% Q2 2026 Aug 03, 2026
WELCH & FORBES LLC History No change 3,992 224 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 30, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,991 224 0.0% 0.0% 678 0 0.0% Q2 2026 Sep 23, 2026
49 WEALTH MANAGEMENT, LLC History No change 3,999 224 0.04% 0.04% 679 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 3,999 224 0.04% 0.04% 680 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 3,977 223 0.01% 0.01% 681 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 3,967 222 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 11, 2026
NBH Bank History No change 3,950 221 0.09% 0.09% 683 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 4,070 220 0.15% 0.19% 684 -770 -15.91% Q3 2026 Oct 09, 2026
Crestwood Advisors Group, LLC History No change 3,912 219 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 03, 2026
ARS Wealth Advisors Group, LLC History No change 3,897 218 0.02% 0.02% 686 0 0.0% Q2 2026 Jul 16, 2026
Red Mountain Financial, LLC History No change 3,890 218 0.18% 0.18% 687 0 0.0% Q2 2026 Jul 21, 2026
WESBANCO BANK INC History No change 3,865 217 0.01% 0.01% 688 0 0.0% Q2 2026 Jul 28, 2026
KLCM Advisors, Inc. History No change 3,856 216 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 06, 2026
Segment Wealth Management, LLC History No change 3,860 216 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 16, 2026
Procyon Advisors, LLC History No change 3,831 215 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 09, 2026
Wrenne Financial Planning LLC History No change 3,846 215 0.07% 0.07% 692 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History Reduced 3,963 214 0.02% 0.02% 693 -158 -3.83% Q3 2026 Oct 07, 2026
Perissos Private Wealth Management, LLC History No change 3,800 213 0.14% 0.14% 694 0 0.0% Q2 2026 Aug 13, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 3,790 212 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 16, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 3,768 211 0.14% 0.14% 696 0 0.0% Q2 2026 Aug 07, 2026
Burns Matteson Capital Management, LLC History No change 3,656 205 0.06% 0.06% 697 0 0.0% Q2 2026 Jul 17, 2026
Cherry Tree Wealth Management, LLC History No change 3,633 204 0.04% 0.04% 698 0 0.0% Q2 2026 Sep 15, 2026
Summit Trail Advisors, LLC History No change 3,614 202 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,587 201 0.04% 0.04% 700 0 0.0% Q2 2026 Aug 06, 2026
Coastwise Capital Group, LLC History No change 3,579 200 0.12% 0.12% 701 0 0.0% Q2 2026 Jul 16, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,566 200 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 3,488 195 0.04% 0.04% 703 0 0.0% Q2 2026 Jul 20, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 3,337 187 0.1% 0.1% 704 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 3,234 181 0.05% 0.05% 705 0 0.0% Q2 2026 Jul 28, 2026
Y.D. More Investments Ltd History No change 3,200 179 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,170 178 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 12, 2026
Crewe Advisors LLC History No change 3,126 175 0.01% 0.01% 708 0 0.0% Q2 2026 Jul 23, 2026
Citizens National Bank Trust Department History No change 3,100 174 0.03% 0.03% 709 0 0.0% Q2 2026 Jul 22, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 3,092 173 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,030 170 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,022 169 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,930 164 0.06% 0.06% 713 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 2,822 158 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 2,814 158 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 15, 2026
Dunhill Financial, LLC History No change 2,824 158 0.03% 0.03% 716 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History No change 2,720 152 0.02% 0.02% 717 0 0.0% Q2 2026 Jul 22, 2026
ASSETMARK, INC History No change 2,704 151 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 30, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 2,622 147 0.03% 0.03% 719 0 0.0% Q2 2026 Jul 23, 2026
Asset Management One Co., Ltd. History No change 2,506 140 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 28, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 2,487 139 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 2,453 137 0.06% 0.06% 722 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 2,408 135 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,400 134 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 08, 2026
Golden State Wealth Management, LLC History No change 2,400 134 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 22, 2026
Regatta Research & Money Management History No change 2,397 134 0.13% 0.13% 726 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History New 2,269 123 0.08% — 727 +2,269 New Q3 2026 Oct 08, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,148 120 0.02% 0.02% 728 0 0.0% Q2 2026 Jul 14, 2026
BFSG, LLC History No change 2,094 117 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 20, 2026
Quent Capital, LLC History No change 2,082 116 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 2,051 115 0.04% 0.04% 731 0 0.0% Q2 2026 Jul 29, 2026
Burk Holdings LLC History No change 2,058 115 0.04% 0.04% 732 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,044 110 0.01% 0.01% 733 0 0.0% Q3 2026 Oct 07, 2026
Colonial Trust Advisors History No change 1,950 109 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 1,870 105 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 1,881 105 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 10, 2026
HUNTINGTON NATIONAL BANK History No change 1,776 99 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 1,758 98 0.02% 0.02% 738 0 0.0% Q2 2026 Jul 15, 2026
VANGUARD ADVISERS INC History No change 1,745 97 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 1,704 95 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 17, 2026
MCDONALD PARTNERS LLC History No change 1,600 89 0.02% 0.02% 741 0 0.0% Q2 2026 Jul 28, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,590 86 0.01% 0.01% 742 0 0.0% Q3 2026 Oct 09, 2026
CX Institutional History Added to 1,498 81 0.0% 0.0% 743 +966 181.58% Q3 2026 Oct 02, 2026
TRUST CO OF VERMONT History No change 1,398 78 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 1,361 76 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 29, 2026
Godfrey Financial Associates, Inc. History No change 1,364 76 0.06% 0.06% 746 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 1,274 72 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 1,250 70 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 30, 2026
Twin Lakes Capital Management, LLC History No change 1,233 69 0.03% 0.03% 749 0 0.0% Q2 2026 Aug 17, 2026
Parkside Financial Bank & Trust History No change 1,218 68 0.0% 0.0% 750 0 0.0% Q2 2026 Sep 04, 2026
Swisher Financial Concepts, Inc. History No change 1,208 67 0.04% 0.04% 751 0 0.0% Q2 2026 Aug 06, 2026
Buck Wealth Strategies, LLC History No change 1,206 67 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 30, 2026
Intesa Sanpaolo Wealth Management History No change 1,110 62 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,090 61 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,086 60 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 1,078 60 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 24, 2026
United Community Bank History No change 1,050 58 0.02% 0.02% 757 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History Added to 1,042 56 0.01% 0.01% 758 +104 11.09% Q3 2026 Oct 07, 2026
JNBA Financial Advisors History No change 965 54 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 23, 2026
UMB Bank, n.a. History No change 960 53 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 13, 2026
Clean Yield Group History No change 934 52 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 05, 2026
Redwood Park Advisors LLC History No change 934 52 0.03% 0.03% 762 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 920 51 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 13, 2026
Hilltop National Bank History No change 910 51 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 01, 2026
OBSIDIAN CIO, LLC History No change 902 50 0.04% 0.04% 765 0 0.0% Q2 2026 Aug 03, 2026
Aventura Private Wealth, LLC History No change 896 50 0.02% 0.02% 766 0 0.0% Q2 2026 Jul 15, 2026
First Command Advisory Services, Inc. History No change 870 48 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 10, 2026
Beaird Harris Wealth Management, LLC History No change 854 47 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 08, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 794 45 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 29, 2026
True Wealth Design, LLC History No change 800 44 0.01% 0.01% 770 0 0.0% Q2 2026 Jul 16, 2026
Bangor Savings Bank History No change 780 42 0.0% 0.0% 771 0 0.0% Q3 2026 Oct 06, 2026
SBI Securities Co., Ltd. History No change 763 42 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 744 41 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 716 40 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 06, 2026
Oakworth Capital, Inc. History No change 722 40 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 22, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 640 35 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 05, 2026
TFC Financial Management, Inc. History No change 589 33 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 587 32 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 580 32 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 20, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 548 30 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 490 27 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 474 26 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 07, 2026
IAG Wealth Partners, LLC History No change 470 26 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 06, 2026
DiNuzzo Private Wealth, Inc. History No change 456 25 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 10, 2026
Sunrise Financial Services, LLC History No change 462 25 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 440 23 0.0% 0.0% 786 0 0.0% Q3 2026 Oct 08, 2026
Copia Wealth Management History No change 410 23 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 17, 2026
HHM Wealth Advisors, LLC History No change 400 22 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 13, 2026
Basecamp Wealth Advisors LLC History No change 394 22 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 368 20 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 29, 2026
MidFirst Bank History No change 362 20 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 07, 2026
Independence Bank of Kentucky History No change 350 19 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, Inc. History No change 328 18 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 10, 2026
Phillip James Consulting Co. History No change 330 18 0.01% 0.01% 794 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 312 17 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 21, 2026
TD Capital Management LLC History No change 312 17 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 06, 2026
Silicon Valley Capital Partners History No change 318 17 0.0% 0.0% 797 0 0.0% Q2 2026 Sep 21, 2026
Plante Moran Financial Advisors, LLC History No change 302 16 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 06, 2026
Decker Retirement Planning Inc. History No change 302 16 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 16, 2026
Silver Grove Financial Group, Inc. History No change 300 16 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 278 15 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 14, 2026
Sarver Vrooman Wealth Advisors History No change 280 15 0.01% 0.01% 802 0 0.0% Q3 2026 Oct 01, 2026
Institute for Wealth Management, LLC. History No change 244 13 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 28, 2026
POM Investment Strategies, LLC History No change 242 13 0.01% 0.01% 804 0 0.0% Q2 2026 Jul 30, 2026
Benson Wealth Management INC History No change 244 13 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 10, 2026
Truvestments Capital LLC History No change 216 12 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 220 12 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 200 11 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 30, 2026
WOLFF WIESE MAGANA LLC History No change 200 11 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 13, 2026
Tidemark, LLC History No change 207 11 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 200 11 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 200 11 0.01% 0.01% 812 0 0.0% Q2 2026 Jul 13, 2026
Holos Integrated Wealth LLC History No change 200 11 0.01% 0.01% 813 0 0.0% Q2 2026 Jul 15, 2026
Ares Financial Consulting, LLC History No change 200 11 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 09, 2026
Harborfront Financial Group LLC History No change 198 11 0.04% 0.04% 815 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 210 11 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 188 10 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 24, 2026
Atlatl Advisers LLC History No change 192 10 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 22, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 175 9 0.01% 0.01% 819 0 0.0% Q2 2026 Jul 28, 2026
KERR FINANCIAL PLANNING Corp History No change 174 9 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 02, 2026
BOKF, NA History No change 140 7 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 134 7 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 08, 2026
CBIZ Investment Advisory Services, LLC History No change 64 6 0.0% 0.0% 823 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 118 6 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 21, 2026
Washington Trust Advisors, Inc. History No change 110 6 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 29, 2026
West Branch Capital LLC History No change 100 5 0.0% 0.0% 826 0 0.0% Q2 2026 Jul 10, 2026
Smallwood Wealth Investment Management, LLC History No change 102 5 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 23, 2026
Main Street Group, LTD History No change 100 5 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 13, 2026
Signature Equity Partners, LLC History No change 95 5 0.0% 0.0% 829 0 0.0% Q2 2026 Jul 30, 2026
NVWM, LLC History No change 76 4 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 83 4 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 24, 2026
Elevated Capital Advisors, LLC History No change 72 4 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 03, 2026
Peterson Wealth Services History No change 80 4 0.0% 0.0% 833 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 64 3 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 23, 2026
Vision Retirement, LLC History No change 64 3 0.0% 0.0% 835 0 0.0% Q2 2026 Jul 21, 2026
DEUTSCHE BANK AG\ History No change 40 2 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investments, LLC History No change 22 1 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 20 1 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 17, 2026
Brooklyn FI, LLC History No change 22 1 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 04, 2026
Strengthening Families & Communities, LLC History No change 34 1 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 26 1 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 24, 2026
Galvin, Gaustad & Stein, LLC History Closed out 0 0 — 0.05% — -11,862 -100.0% Q3 2026 Oct 08, 2026
Weaver Consulting Group History Closed out 0 0 — 0.07% — -5,968 -100.0% Q3 2026 Oct 07, 2026
Centerpoint Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Banque Cantonale Vaudoise History No change 2,010 0 — — — 0 0.0% Q2 2026 Jul 31, 2026