Global X Funds - PAVE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
BANK OF AMERICA CORP /DE/ History Reduced 25,173,381 1,483,215 0.1% 0.09% 1 -326,058 -1.28% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Added to 24,488,508 1,442,862 0.48% 0.46% 2 +278,739 1.15% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Added to 11,645,278 686,139 0.04% 0.03% 3 +984,538 9.24% Q2 2026 Aug 13, 2026
LPL Financial LLC History Added to 9,616,218 566,587 0.13% 0.12% 4 +940,837 10.84% Q2 2026 Aug 07, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 8,938,139 527,323 2.56% 3.08% 5 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,089,117 299,850 0.07% 0.06% 6 +1,001,544 24.5% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History Reduced 4,495,049 263,409 0.01% 0.02% 7 -1,915,629 -29.88% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History Added to 4,214,610 248,072 0.3% 0.27% 8 +278,717 7.08% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Added to 3,597,436 211,960 0.03% 0.03% 9 +308,957 9.4% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Added to 3,061,202 180,368 0.18% 0.03% 10 +2,470,824 418.52% Q2 2026 Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 2,832,025 166,986 1.12% 0.68% 11 +1,611,000 131.94% Q2 2026 Jul 20, 2026
RiverFront Investment Group, LLC History Added to 2,722,598 160,415 2.12% 1.28% 12 +1,096,642 67.45% Q2 2026 Jul 29, 2026
UBS Group AG History Reduced 2,365,466 139,373 0.02% 0.02% 13 -96,770 -3.93% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 2,326,475 137,075 0.07% 0.04% 14 +759,000 48.42% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History Added to 2,228,495 131,313 0.15% 0.15% 15 +227,929 11.39% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 1,969,091 116,020 0.02% 0.01% 16 +358,435 22.25% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History Reduced 1,964,140 115,727 5.73% 5.64% 17 -4,326 -0.22% Q2 2026 Jul 15, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,871,750 110,316 0.49% 0.57% 18 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,861,776 109,695 0.03% 0.02% 19 +325,331 21.17% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,856,098 109,361 0.06% 0.05% 20 +118,138 6.8% Q2 2026 Aug 12, 2026
Moss Adams Wealth Advisors LLC History Added to 1,847,570 109,020 6.81% 6.75% 21 +30,612 1.68% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History Added to 1,699,405 100,128 0.09% 0.07% 22 +401,860 30.97% Q2 2026 Aug 12, 2026
Kestra Investment Management, LLC History Reduced 1,646,301 97,000 1.88% 2.36% 23 -1,049,025 -38.92% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History Added to 1,406,849 82,909 0.02% 0.01% 24 +204,070 16.97% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,058,974 62,394 0.99% 1.66% 25 +40,665 3.99% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History Added to 1,028,101 60,575 2.19% 2.09% 26 +44,143 4.49% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 1,023,893 60,327 0.19% 0.17% 27 +147,897 16.88% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,006,445 59,299 0.07% 0.07% 28 -9,038 -0.89% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 918,222 54,195 0.95% 0.97% 29 +41,396 4.72% Q2 2026 Jul 23, 2026
Treasurer of the State of North Carolina History New 904,346 53,284 0.14% — 30 +904,346 New Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 878,989 51,790 0.05% 0.05% 31 -32,568 -3.57% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Added to 871,355 51,340 0.05% 0.05% 32 +34,205 4.09% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History Added to 844,313 49,746 0.1% 0.09% 33 +178,874 26.88% Q2 2026 Aug 07, 2026
VAN ECK ASSOCIATES CORP History Reduced 782,638 46,113 0.03% 0.06% 34 -711,194 -47.61% Q2 2026 Aug 14, 2026
FIRST INTERSTATE BANK History Reduced 755,645 44,522 2.32% 2.18% 35 -7,742 -1.01% Q2 2026 Jul 24, 2026
EP Wealth Advisors, LLC History Reduced 743,811 43,825 0.17% 0.19% 36 -124 -0.02% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History New 728,078 42,898 0.5% — 37 +728,078 New Q2 2026 Jul 22, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 703,288 41,437 0.06% 0.07% 38 +212,336 43.25% Q2 2026 Jul 22, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 647,770 38,233 1.57% 2.16% 39 0 0.0% Q2 2026 Aug 05, 2026
Destination Wealth Management History Reduced 621,076 36,593 0.85% 0.83% 40 -9,578 -1.52% Q2 2026 Aug 14, 2026
Evolution Wealth Advisors, LLC History Added to 609,894 35,934 4.2% 3.14% 41 +3,872 0.64% Q2 2026 Jul 29, 2026
Pacific Life Fund Advisors LLC History New 594,414 35,022 3.85% — 42 +594,414 New Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 577,813 34,044 0.54% 0.52% 43 +9,942 1.75% Q2 2026 Aug 10, 2026
Cooper Financial Group History Added to 576,388 33,960 2.82% 2.83% 44 +24,981 4.53% Q2 2026 Jul 08, 2026
Rockefeller Capital Management L.P. History Added to 570,265 33,600 0.05% 0.05% 45 +25,671 4.71% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 540,617 31,853 0.07% 0.06% 46 +60,833 12.68% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History Added to 501,911 29,572 0.02% 0.02% 47 +139,716 38.57% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History Added to 493,294 29,064 0.15% 0.09% 48 +159,869 47.95% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History Added to 472,633 27,847 0.56% 0.69% 49 +122,099 34.83% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History Added to 470,344 27,713 0.05% 0.05% 50 +89,763 23.59% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History Added to 449,071 26,459 0.16% 0.09% 51 +144,563 47.47% Q2 2026 Aug 17, 2026
Teamwork Financial Advisors, LLC History Added to 403,005 23,745 2.15% 1.93% 52 +43,699 12.16% Q2 2026 Jul 08, 2026
CWM, LLC History No change 460,523 23,399 0.06% 0.06% 53 0 0.0% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 397,534 23,390 0.01% 0.01% 54 +123,392 45.01% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 385,411 22,709 0.04% 0.04% 55 -55,393 -12.57% Q2 2026 Aug 14, 2026
360 Financial, Inc. History Reduced 374,735 22,079 5.61% 5.76% 56 -1,218 -0.32% Q2 2026 Aug 11, 2026
Rockport Wealth LLC History New 367,703 21,665 3.64% — 57 +367,703 New Q2 2026 Jul 27, 2026
MFA WEALTH ADVISORS, LLC History Reduced 327,596 19,301 3.29% 3.36% 58 -8,276 -2.46% Q2 2026 Jul 13, 2026
Riggs Asset Managment Co. Inc. History Reduced 321,358 18,934 3.38% 3.41% 59 -4,453 -1.37% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History Reduced 320,363 18,875 0.09% 0.09% 60 -59,567 -15.68% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History Added to 316,206 18,630 0.05% 0.04% 61 +42,993 15.74% Q2 2026 Aug 11, 2026
Tidal Investments LLC History New 312,551 18,415 0.03% — 62 +312,551 New Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History Added to 287,085 16,915 1.53% 1.53% 63 +2,207 0.77% Q2 2026 Jul 16, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 274,009 16,144 0.43% 0.44% 64 -17 -0.01% Q2 2026 Aug 07, 2026
CITIGROUP INC History Added to 267,076 15,736 0.01% 0.0% 65 +87,545 48.76% Q2 2026 Aug 03, 2026
CIBC WORLD MARKET INC. History Reduced 265,157 15,623 0.03% 0.02% 66 -181 -0.07% Q2 2026 Aug 13, 2026
Destiny Wealth Partners, LLC History Reduced 267,397 15,070 2.13% 1.57% 67 -15,214 -5.38% Q2 2026 Aug 07, 2026
ALTFEST L J & CO INC History Reduced 253,259 14,922 1.45% 1.39% 68 -2,718 -1.06% Q2 2026 Jul 30, 2026
MAI Capital Management History Added to 246,013 14,501 0.05% 0.05% 69 +60,187 32.39% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History Reduced 244,424 14,426 0.36% 0.37% 70 -16,855 -6.45% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History Reduced 239,684 14,122 1.4% 2.39% 71 -153,436 -39.03% Q2 2026 Jul 21, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 229,190 13,527 1.67% 2.3% 72 0 0.0% Q2 2026 Aug 05, 2026
Symphony Financial Services, Inc. History Added to 217,871 12,836 5.77% 5.44% 73 +9,213 4.42% Q2 2026 Jul 22, 2026
New England Private Wealth Advisors LLC History Added to 220,583 12,725 1.23% 1.21% 74 +13,687 6.62% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History Added to 214,811 12,656 0.47% 0.57% 75 +1,704 0.8% Q2 2026 Aug 06, 2026
Sage Capital Management, LLC History Added to 213,126 12,558 4.9% 5.04% 76 +1,849 0.88% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History Added to 211,492 12,461 0.24% 0.2% 77 +7,238 3.54% Q2 2026 Jul 09, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 210,835 12,422 4.06% 3.91% 78 -1,532 -0.72% Q2 2026 Aug 12, 2026
Chicago Wealth Management, Inc. History Added to 200,760 11,828 4.2% 3.96% 79 +5,395 2.76% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History Added to 199,180 11,735 0.12% 0.11% 80 +7,631 3.98% Q2 2026 Aug 11, 2026
Investors Research Corp History Added to 194,312 11,448 2.05% 1.88% 81 +457 0.24% Q2 2026 Jul 10, 2026
National Philanthropic Trust History Added to 192,783 11,358 0.16% 0.1% 82 +5,506 2.94% Q2 2026 Aug 14, 2026
JMAC ENTERPRISES LLC History Reduced 192,070 11,316 1.91% 2.05% 83 -18,407 -8.75% Q2 2026 Jul 28, 2026
Financial Partners Group, Inc History Reduced 183,114 10,789 1.1% 1.12% 84 -1,441 -0.78% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 181,068 10,668 0.01% 0.02% 85 -138,270 -43.3% Q2 2026 Aug 19, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 173,705 10,234 5.72% 5.53% 86 +10,765 6.61% Q2 2026 Aug 06, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 168,842 9,948 0.57% 0.1% 87 +137,029 430.73% Q2 2026 Aug 04, 2026
Clarus Group, Inc. History Reduced 168,759 9,943 3.37% 3.14% 88 -3,468 -2.01% Q2 2026 Jul 24, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 167,987 9,897 2.46% 2.34% 89 -331 -0.2% Q2 2026 Aug 07, 2026
Cascade Financial Partners, LLC History Added to 167,112 9,846 0.85% 0.82% 90 +10,360 6.61% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History Added to 166,066 9,784 0.07% 0.07% 91 +168 0.1% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History Reduced 164,041 9,665 0.21% 0.22% 92 -20,274 -11.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 158,718 9,352 0.27% 0.25% 93 -3,487 -2.15% Q2 2026 Jul 01, 2026
Quadrant Private Wealth Management, LLC History Added to 153,589 9,065 2.03% 1.21% 94 +35 0.02% Q2 2026 Jul 30, 2026
&PARTNERS History Added to 150,459 8,875 0.04% 0.03% 95 +16,497 12.31% Q2 2026 Aug 14, 2026
Y.D. More Investments Ltd History Added to 149,999 8,824 0.27% 0.27% 96 +12,332 8.96% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History Added to 147,572 8,694 0.04% 0.04% 97 +11,158 8.18% Q2 2026 Aug 13, 2026
5th Street Advisors, LLC History Reduced 146,296 8,619 3.28% 3.47% 98 -12,134 -7.66% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History Added to 143,226 8,438 0.22% 0.22% 99 +5,449 3.95% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 142,152 8,375 0.16% 0.15% 100 +13,705 10.67% Q2 2026 Jul 15, 2026
Ausdal Financial Partners, Inc. History Added to 141,738 8,351 0.33% 0.29% 101 +13,607 10.62% Q2 2026 Aug 14, 2026
Copley Financial Group, Inc. History Added to 135,421 7,979 4.83% 4.06% 102 +3,088 2.33% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History Reduced 131,020 7,719 0.18% 0.26% 103 -50,528 -27.83% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 131,000 7,718 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 11, 2026
ARQ WEALTH ADVISORS, LLC History Added to 134,699 7,623 0.95% 1.06% 105 +18,707 16.13% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History Added to 129,111 7,607 0.02% 0.02% 106 +3,764 3.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History Reduced 128,553 7,574 0.74% 0.72% 107 -582 -0.45% Q2 2026 Aug 05, 2026
Capital Advantage, Inc. History Added to 128,370 7,563 0.92% 0.79% 108 +9,927 8.38% Q2 2026 Jul 13, 2026
Snowden Capital Advisors LLC History Added to 127,441 7,521 0.18% 0.15% 109 +13,993 12.33% Q2 2026 Aug 13, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 125,968 7,422 4.12% 4.21% 110 -769 -0.61% Q2 2026 Jul 16, 2026
San Luis Wealth Advisors LLC History New 123,193 7,258 1.09% — 111 +123,193 New Q2 2026 Jul 16, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 120,474 7,110 3.87% 3.88% 112 +1,937 1.63% Q2 2026 Aug 07, 2026
Aspire Capital Advisors LLC History Added to 119,828 7,060 1.37% 1.37% 113 +45 0.04% Q2 2026 Aug 05, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 117,147 6,902 2.04% 1.99% 114 -3,584 -2.97% Q2 2026 Jul 31, 2026
Guilbault Capital LLC History Added to 116,676 6,874 6.9% 6.42% 115 +1,403 1.22% Q2 2026 Jul 23, 2026
BANK HAPOALIM BM History Reduced 115,725 6,819 0.45% 0.92% 116 -2,115 -1.79% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 114,046 6,719 0.09% 0.09% 117 +1,574 1.4% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History Added to 112,518 6,630 0.04% 0.03% 118 +41,825 59.16% Q2 2026 Jul 20, 2026
Lake Hills Wealth Management, LLC History Added to 112,343 6,619 3.01% 3.1% 119 +3,131 2.87% Q2 2026 Jul 07, 2026
Elyxium Wealth, LLC History Added to 112,054 6,602 0.69% 1.13% 120 +42,987 62.24% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 109,272 6,438 0.0% 0.0% 121 +31,112 39.81% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 108,182 6,374 0.01% 0.01% 122 +17,019 18.67% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 108,153 6,372 0.07% 0.05% 123 +32,616 43.18% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Added to 107,163 6,313 0.05% 0.03% 124 +37,825 54.55% Q2 2026 Jul 17, 2026
Kingsview Wealth Management, LLC History Added to 105,470 6,214 0.08% 0.07% 125 +3,182 3.11% Q2 2026 Aug 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 104,767 6,172 0.0% 0.0% 126 +21,517 25.85% Q2 2026 Aug 07, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 103,955 6,135 4.69% 8.33% 127 0 0.0% Q2 2026 Jul 27, 2026
Cordoba Advisory Partners LLC History Added to 102,307 6,038 1.28% 1.41% 128 +1,531 1.52% Q2 2026 Jul 21, 2026
WealthBridge Capital Management, LLC History Added to 102,030 6,011 1.19% 1.05% 129 +12,184 13.56% Q2 2026 Jul 24, 2026
WT Wealth Management History Added to 101,491 5,979 1.66% 1.52% 130 +634 0.63% Q2 2026 Jul 22, 2026
OPPENHEIMER & CO INC History Added to 100,944 5,947 0.06% 0.04% 131 +29,057 40.42% Q2 2026 Aug 03, 2026
TENET WEALTH PARTNERS, LLC History New 103,461 5,946 4.42% — 132 +103,461 New Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 100,409 5,912 0.0% 0.0% 133 -5,778 -5.44% Q2 2026 Aug 10, 2026
MONTAG A & ASSOCIATES INC History Reduced 99,806 5,890 0.25% 0.24% 134 -2,245 -2.2% Q2 2026 Aug 05, 2026
Allworth Financial LP History Added to 99,925 5,887 0.02% 0.02% 135 +8,989 9.88% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History Added to 98,580 5,808 0.03% 0.03% 136 +7,590 8.34% Q2 2026 Jul 24, 2026
PMG Wealth Management, Inc. History Added to 98,567 5,807 3.59% 3.49% 137 +3,180 3.33% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 98,464 5,801 0.0% 0.0% 138 -10,805 -9.89% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Added to 95,378 5,619 0.01% 0.0% 139 +23,983 33.59% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History Added to 93,647 5,517 0.0% 0.0% 140 +11,368 13.82% Q2 2026 Aug 13, 2026
FMR LLC History Added to 92,965 5,477 0.0% 0.0% 141 +10,544 12.79% Q2 2026 Aug 13, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 92,211 5,433 1.08% 1.0% 142 +2,832 3.17% Q2 2026 Jul 22, 2026
Stamos Capital Partners, L.P. History Reduced 91,892 5,414 0.83% 0.75% 143 -2,259 -2.4% Q2 2026 Aug 13, 2026
Creative Planning History Reduced 91,673 5,401 0.0% 0.0% 144 -4,755 -4.93% Q2 2026 Aug 13, 2026
Vectors Research Management, LLC History Added to 90,821 5,351 1.4% 0.64% 145 +47,608 110.17% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 147,238 5,333 0.01% 0.01% 146 +17,514 13.5% Q2 2026 Jul 15, 2026
FIFTH THIRD SECURITIES, INC. History Added to 89,564 5,277 0.3% 0.27% 147 +6,695 8.08% Q2 2026 Jul 15, 2026
Analyst IMS Investment Management Services Ltd. History New 88,770 5,230 0.12% — 148 +88,770 New Q2 2026 Jul 29, 2026
Clark Capital Management Group, Inc. History Added to 87,772 5,171 0.03% 0.01% 149 +43,784 99.54% Q2 2026 Aug 11, 2026
MRA Advisory Group History Reduced 87,157 5,135 1.86% 1.84% 150 -1,603 -1.81% Q2 2026 Jul 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 86,536 5,098 0.0% 0.0% 151 +55,651 180.19% Q2 2026 Aug 14, 2026
CARLSON FINANCIAL, INC. History Added to 86,025 5,068 2.58% 2.57% 152 +357 0.42% Q2 2026 Aug 24, 2026
Meridian Wealth Management, LLC History Added to 85,334 5,027 0.15% 0.13% 153 +10,501 14.03% Q2 2026 Aug 05, 2026
PFG Advisors History Added to 85,259 5,023 0.25% 0.2% 154 +2,627 3.18% Q2 2026 Jul 16, 2026
MONECO ADVISORS, LLC History Added to 83,344 4,910 0.3% 0.27% 155 +14,441 20.96% Q2 2026 Aug 11, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 82,975 4,888 1.0% 1.06% 156 +188 0.23% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History Reduced 82,494 4,860 0.03% 0.03% 157 -1,292 -1.54% Q2 2026 Jul 20, 2026
EFG International AG History No change 82,000 4,831 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History Added to 81,210 4,784 0.06% 0.05% 159 +156 0.19% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History Reduced 80,387 4,736 0.0% 0.0% 160 -1,052 -1.29% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History Reduced 78,726 4,638 0.06% 0.07% 161 -3,399 -4.14% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History Added to 76,156 4,487 0.01% 0.01% 162 +8,267 12.18% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History Added to 75,832 4,468 0.03% 0.01% 163 +39,885 110.96% Q2 2026 Sep 08, 2026
Perigon Wealth Management, LLC History Added to 75,003 4,419 0.07% 0.04% 164 +28,053 59.75% Q2 2026 Aug 07, 2026
Alaska Permanent Capital Management, LLC History Reduced 73,952 4,354 0.28% 0.28% 165 -4,946 -6.27% Q2 2026 Aug 11, 2026
Oxford Wealth Group, LLC History Added to 73,639 4,338 1.94% 1.8% 166 +8,947 13.83% Q2 2026 Aug 13, 2026
WAYSTONE ADVISORS LLC History Added to 73,223 4,314 3.22% 3.2% 167 +2,716 3.85% Q2 2026 Jul 16, 2026
Wealthfront Advisers LLC History Added to 73,087 4,306 0.01% 0.01% 168 +24,795 51.34% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History Reduced 72,853 4,298 0.01% 0.01% 169 -6,274 -7.93% Q2 2026 Aug 07, 2026
Banque Transatlantique SA History Reduced 72,530 4,273 0.09% 0.11% 170 -21,515 -22.88% Q2 2026 Jul 30, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 71,536 4,214 0.01% — 171 +71,536 New Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History Added to 70,970 4,181 0.09% 0.01% 172 +61,963 687.94% Q2 2026 Aug 06, 2026
Paladin Advisory Group, LLC History Added to 70,891 4,176 2.77% 2.72% 173 +494 0.7% Q2 2026 Jul 28, 2026
Magnus Financial Group LLC History Added to 70,866 4,175 0.3% 0.26% 174 +8,743 14.07% Q2 2026 Jul 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 70,524 4,155 0.16% — 175 +70,524 New Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 68,816 4,054 0.01% 0.0% 176 +19,269 38.89% Q2 2026 Aug 14, 2026
Austin Wealth Management, LLC History Added to 71,734 4,038 0.85% 0.82% 177 +1,501 2.14% Q2 2026 Jul 22, 2026
Private Wealth Advisors, LLC History Added to 68,336 4,026 1.03% 0.56% 178 +29,441 75.69% Q2 2026 Aug 06, 2026
ARVEST INVESTMENTS, INC. History Added to 67,907 4,001 0.48% 0.43% 179 +5,366 8.58% Q2 2026 Jul 17, 2026
Apollon Wealth Management, LLC History Added to 67,296 3,965 0.05% 0.05% 180 +1,975 3.02% Q2 2026 Jul 22, 2026
Summit Trail Advisors, LLC History Added to 65,521 3,860 0.05% 0.04% 181 +7,984 13.88% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History Added to 65,179 3,840 0.0% 0.0% 182 +23,467 56.26% Q2 2026 Aug 14, 2026
LANE BROTHERS & CO INC History Reduced 64,929 3,825 2.5% 2.56% 183 -4,319 -6.24% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 64,804 3,818 0.08% 0.08% 184 +532 0.83% Q2 2026 Jul 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 64,450 3,797 0.19% 0.07% 185 +40,351 167.44% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History New 64,378 3,793 0.11% — 186 +64,378 New Q2 2026 Aug 03, 2026
Conservest Capital Advisors, Inc. History Added to 64,173 3,781 0.3% 0.19% 187 +23,515 57.84% Q2 2026 Jul 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 63,904 3,765 0.18% 0.17% 188 +424 0.67% Q2 2026 Jul 23, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 62,840 3,708 2.58% 5.93% 189 0 0.0% Q2 2026 Jul 21, 2026
NorthRock Partners, LLC History Added to 62,520 3,683 0.05% 0.05% 190 +4,505 7.77% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History Added to 62,115 3,659 0.01% 0.0% 191 +230 0.37% Q2 2026 Aug 12, 2026
Laurel Wealth Advisors LLC History Reduced 61,740 3,637 0.35% 0.35% 192 -1,150 -1.83% Q2 2026 Jul 17, 2026
Summit Financial, LLC History Added to 61,621 3,633 0.04% 0.01% 193 +38,488 166.38% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History Reduced 61,318 3,612 0.13% 0.14% 194 -3,422 -5.29% Q2 2026 Jul 29, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 58,780 3,463 1.35% 1.44% 195 -499 -0.84% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History Reduced 57,927 3,413 0.05% 0.05% 196 -1,764 -2.96% Q2 2026 Aug 05, 2026
HAZLETT, BURT & WATSON, INC. History Added to 57,986 3,410 0.91% 0.91% 197 +871 1.52% Q2 2026 Jul 30, 2026
Western Wealth Management, LLC History Added to 57,134 3,366 0.11% 0.1% 198 +4,134 7.8% Q2 2026 Aug 14, 2026
Peck Wealth Management, LLC History Added to 56,913 3,353 2.82% 2.48% 199 +8,173 16.77% Q2 2026 Jul 31, 2026
US BANCORP \DE\ History Added to 53,667 3,162 0.0% 0.0% 200 +6,398 13.54% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History Reduced 53,677 3,153 0.15% 0.14% 201 -6,702 -11.1% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 53,400 3,146 0.0% 0.0% 202 +35,200 193.41% Q2 2026 Aug 13, 2026
Prosperity Financial Group, Inc. History Reduced 53,394 3,146 0.98% 1.04% 203 -1,866 -3.38% Q2 2026 Jul 28, 2026
Measured Wealth Private Client Group, LLC History New 52,983 3,121 0.75% — 204 +52,983 New Q2 2026 Aug 10, 2026
Steelhead Wealth Management LLC History Reduced 52,699 3,105 1.25% 1.36% 205 -137 -0.26% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History Added to 52,412 3,088 0.07% 0.06% 206 +1,438 2.82% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History Added to 52,416 3,088 0.2% 0.19% 207 +1,240 2.42% Q2 2026 Aug 07, 2026
REDW Wealth LLC History Reduced 52,339 3,083 1.1% 1.06% 208 -25 -0.05% Q2 2026 Jul 30, 2026
GPM Growth Investors, Inc. History New 52,312 3,082 1.29% — 209 +52,312 New Q2 2026 Aug 07, 2026
McCollum Christoferson Group LLC History New 52,120 3,070 0.9% — 210 +52,120 New Q2 2026 Jul 13, 2026
COURIER CAPITAL LLC History Added to 52,100 3,069 0.15% 0.09% 211 +20,668 65.75% Q2 2026 Jul 16, 2026
Prime Capital Investment Advisors, LLC History Added to 51,554 3,037 0.03% 0.03% 212 +629 1.24% Q2 2026 Aug 05, 2026
Nvest Financial, LLC History Added to 51,223 3,018 0.95% 0.91% 213 +2,900 6.0% Q2 2026 Jul 30, 2026
NorthCrest Asset Manangement, LLC History Added to 53,413 3,013 0.08% 0.08% 214 +1,908 3.7% Q2 2026 Jul 15, 2026
ZEGA Investments, LLC History Added to 50,616 2,982 0.31% 0.18% 215 +18,381 57.02% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History Added to 49,972 2,944 0.3% 0.26% 216 +4,735 10.47% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History New 51,086 2,936 0.05% — 218 +51,086 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 51,086 2,936 0.05% 0.05% 217 +526 1.04% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History Added to 49,445 2,913 0.02% 0.01% 219 +24,316 96.76% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History Added to 48,920 2,882 0.02% 0.02% 220 +8,066 19.74% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History Added to 48,946 2,882 0.01% 0.01% 221 +646 1.34% Q2 2026 Aug 13, 2026
World Investment Advisors History Added to 54,670 2,875 0.05% 0.04% 222 +11,484 26.59% Q2 2026 Aug 13, 2026
Advisor Resource Council History Added to 49,393 2,856 0.81% 0.49% 223 +19,309 64.18% Q2 2026 Jul 28, 2026
Focus Financial Network, Inc. History Added to 48,304 2,851 0.09% 0.07% 224 +8,160 20.33% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History Reduced 48,189 2,839 0.09% 0.09% 225 -1,995 -3.98% Q2 2026 Jul 17, 2026
Norris Financial Group, LLC History Added to 47,491 2,798 1.11% 0.6% 226 +11,071 30.4% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 47,127 2,776 0.08% 0.06% 227 +9,144 24.07% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History Added to 47,075 2,773 0.68% 0.21% 228 +32,816 230.14% Q2 2026 Jul 30, 2026
First Heartland Consultants, Inc. History Added to 46,951 2,766 0.18% 0.18% 229 +623 1.34% Q2 2026 Jul 08, 2026
PRINCIPAL SECURITIES, INC. History Added to 46,685 2,750 0.03% 0.01% 230 +27,983 149.63% Q2 2026 Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 46,664 2,749 0.11% 0.11% 231 +981 2.15% Q2 2026 Jul 27, 2026
Maridea Wealth Management LLC History New 46,500 2,739 0.3% — 232 +46,500 New Q2 2026 Aug 06, 2026
Owen LaRue, LLC History Added to 45,515 2,681 0.93% 0.78% 233 +5,759 14.49% Q2 2026 Jul 22, 2026
Integrity Investment Advisors, LLC History Added to 44,902 2,645 1.15% 0.62% 234 +22,563 101.0% Q2 2026 Jul 21, 2026
Cornerstone Wealth Management, LLC History Added to 44,530 2,623 0.11% 0.1% 235 +5,120 12.99% Q2 2026 Jul 22, 2026
Bison Wealth, LLC History Reduced 44,938 2,598 0.24% 0.26% 236 -2,309 -4.89% Q2 2026 Jul 07, 2026
STRATEGY ASSET MANAGERS LLC History Added to 43,793 2,580 0.39% 0.36% 237 +465 1.07% Q2 2026 Aug 14, 2026
Arax Advisory Partners History Added to 42,982 2,532 0.02% 0.04% 238 +14,950 53.33% Q2 2026 Aug 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 42,268 2,490 1.03% 1.08% 239 -1,933 -4.37% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History Added to 42,102 2,480 0.02% 0.01% 240 +13,344 46.4% Q2 2026 Jul 24, 2026
Arkadios Wealth Advisors History Added to 41,799 2,462 0.04% 0.03% 241 +1,143 2.81% Q2 2026 Aug 10, 2026
PCG Wealth Advisors, LLC History Added to 41,346 2,436 0.54% 0.51% 242 +1,499 3.76% Q2 2026 Aug 03, 2026
WealthCare Investment Partners, LLC History Added to 41,234 2,429 0.59% 0.58% 243 +324 0.79% Q2 2026 Aug 10, 2026
Veridan Wealth LLC History New 40,879 2,408 0.82% — 244 +40,879 New Q2 2026 Aug 10, 2026
American Institute for Advanced Investment Management, LLP History Added to 40,759 2,401 1.39% 1.33% 245 +285 0.7% Q2 2026 Jul 21, 2026
Verity Asset Management, Inc. History Reduced 40,492 2,386 0.9% 0.9% 246 -1,752 -4.15% Q2 2026 Aug 13, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 39,904 2,351 1.75% 1.65% 247 -30 -0.08% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History Added to 39,299 2,315 0.01% 0.0% 248 +31,110 379.9% Q2 2026 Aug 18, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 39,089 2,303 0.04% 0.04% 249 +2,614 7.17% Q2 2026 Aug 04, 2026
Key Client Fiduciary Advisors, LLC History Added to 38,828 2,287 0.66% 0.65% 250 +1,213 3.22% Q2 2026 Jul 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 38,802 2,286 0.02% — 251 +38,802 New Q2 2026 Aug 14, 2026
SFI Advisors, LLC History Reduced 38,723 2,281 1.97% 2.08% 252 -308 -0.79% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History Added to 38,556 2,271 0.33% 0.31% 253 +1,415 3.81% Q2 2026 Jul 16, 2026
Mutual Advisors, LLC History Added to 38,299 2,256 0.04% 0.04% 254 +4,741 14.13% Q2 2026 Aug 14, 2026
FORONJY FINANCIAL LLC History Reduced 38,136 2,246 0.83% 0.85% 255 -2,083 -5.18% Q2 2026 Jul 23, 2026
Koshinski Asset Management, Inc. History Added to 37,666 2,219 0.12% 0.11% 256 +1,776 4.95% Q2 2026 Jul 27, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Reduced 37,538 2,210 1.07% 1.11% 257 -1,705 -4.34% Q2 2026 Jul 08, 2026
Beacon Financial Advisory LLC History Added to 37,403 2,203 0.43% 0.41% 258 +1,374 3.81% Q2 2026 Aug 05, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 37,070 2,184 0.84% 0.99% 259 -4,659 -11.16% Q2 2026 Jul 09, 2026
Systelligence, LLC History No change 37,032 2,181 0.36% 0.37% 260 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History Reduced 36,690 2,162 0.03% 0.03% 261 -408 -1.1% Q2 2026 Jul 15, 2026
Royal Harbor Partners, LLC History Reduced 36,503 2,150 0.67% 0.65% 262 -1,099 -2.92% Q2 2026 Jul 27, 2026
Ciovacco Capital Management LLC History New 36,178 2,131 0.95% — 263 +36,178 New Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 35,610 2,098 0.02% 0.01% 264 +2,149 6.42% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History New 35,503 2,091 0.01% — 265 +35,503 New Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 34,703 2,044 0.1% 0.1% 266 0 0.0% Q2 2026 Jul 10, 2026
APS Management Group, Inc. History Reduced 34,621 2,039 1.57% 1.52% 267 -439 -1.25% Q2 2026 Jul 10, 2026
NATIXIS ADVISORS, LLC History Added to 34,488 2,032 0.0% 0.0% 268 +19,228 126.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 33,336 1,964 0.06% 0.06% 269 0 0.0% Q2 2026 Aug 04, 2026
Highview Capital Management LLC/DE/ History Added to 32,818 1,933 0.56% 0.11% 270 +26,826 447.7% Q2 2026 Aug 11, 2026
Sigma Planning Corp History Added to 32,624 1,922 0.05% 0.04% 271 +900 2.84% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History Added to 32,300 1,903 0.0% 0.0% 272 +14,500 81.46% Q2 2026 Sep 02, 2026
WBH ADVISORY INC History Added to 32,194 1,896 0.13% 0.12% 273 +222 0.69% Q2 2026 Aug 05, 2026
O'ROURKE & COMPANY, Inc History Reduced 32,091 1,890 0.66% 0.66% 274 -576 -1.76% Q2 2026 Aug 14, 2026
Simmons Bank History New 31,572 1,860 0.11% — 275 +31,572 New Q2 2026 Jul 31, 2026
Cyndeo Wealth Partners, LLC History Added to 31,435 1,852 0.09% 0.07% 276 +3,663 13.19% Q2 2026 Jul 21, 2026
Transamerica Financial Advisors, LLC History Reduced 31,167 1,836 0.16% 0.16% 277 -6,400 -17.04% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 30,855 1,821 0.44% 0.44% 278 0 0.0% Q2 2026 Jul 14, 2026
Copia Wealth Management History Added to 30,818 1,815 1.09% 0.9% 279 +5,170 20.16% Q2 2026 Aug 17, 2026
Atria Investments, Inc History Added to 30,607 1,803 0.02% 0.01% 280 +13,466 78.56% Q2 2026 Jul 28, 2026
Ballentine Partners, LLC History No change 30,548 1,799 0.02% 0.02% 281 0 0.0% Q2 2026 Jul 17, 2026
Insight Advisors, LLC/ PA History Added to 30,439 1,793 0.32% 0.29% 282 +358 1.19% Q2 2026 Aug 05, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 30,297 1,784 1.05% 0.99% 283 +1,219 4.19% Q2 2026 Jul 15, 2026
WEDBUSH SECURITIES INC History Added to 30,233 1,781 0.05% 0.04% 284 +1,882 6.64% Q2 2026 Jul 28, 2026
Koa Wealth Management, LLC History Reduced 29,996 1,767 1.2% 1.13% 285 -848 -2.75% Q2 2026 Jul 20, 2026
Financial Freedom, LLC History No change 29,934 1,763 0.81% 0.76% 286 0 0.0% Q2 2026 Aug 05, 2026
Purpose Unlimited Inc. History Added to 29,834 1,757 0.07% 0.0% 287 +29,606 12985.09% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History New 29,288 1,725 0.16% — 288 +29,288 New Q2 2026 Aug 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 28,969 1,709 0.02% 0.02% 289 -575 -1.95% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 28,941 1,705 0.15% 0.15% 290 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Money Management Services LLC History Reduced 28,834 1,698 1.07% 0.99% 291 -850 -2.86% Q2 2026 Aug 14, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 28,442 1,675 0.5% 0.48% 292 +2,167 8.25% Q2 2026 Jul 14, 2026
TD Waterhouse Canada Inc. History Added to 28,311 1,668 0.0% 0.0% 293 +10,356 57.68% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History Reduced 28,186 1,660 0.03% 0.03% 294 -400 -1.4% Q2 2026 Jul 20, 2026
Sonoma Allocations LLC History Added to 28,422 1,658 0.52% 0.3% 295 +11,409 67.06% Q2 2026 Jul 08, 2026
Pekin Hardy Strauss, Inc. History Added to 27,840 1,640 0.14% 0.15% 296 +275 1.0% Q2 2026 Jul 30, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 27,653 1,629 0.37% 0.36% 297 -650 -2.3% Q2 2026 Aug 07, 2026
NewEdge Wealth, LLC History Reduced 27,428 1,616 0.02% 0.02% 298 -2 -0.01% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 27,426 1,615 0.01% 0.0% 299 +9,255 50.93% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 27,368 1,612 0.11% 0.11% 300 -875 -3.1% Q2 2026 Jul 07, 2026
Allodium Investment Consultants, LLC History Reduced 27,337 1,610 0.68% 0.67% 301 -165 -0.6% Q2 2026 Jul 14, 2026
BlackRock, Inc. History Added to 27,304 1,608 0.0% 0.0% 302 +22,733 497.33% Q2 2026 Aug 07, 2026
KICKSTAND VENTURES, LLC. History Added to 27,259 1,606 0.29% 0.28% 303 +1,379 5.33% Q2 2026 Jul 30, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 27,215 1,603 0.01% 0.01% 304 -1,252 -4.4% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History Added to 26,466 1,559 0.11% 0.1% 305 +137 0.52% Q2 2026 Jul 21, 2026
Uniting Wealth Partners, LLC History Reduced 26,364 1,556 0.32% 0.3% 306 -1,072 -3.91% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 26,392 1,555 0.13% 0.12% 307 0 0.0% Q2 2026 Jul 14, 2026
Mezzasalma Advisors, LLC History New 25,992 1,531 0.31% — 308 +25,992 New Q2 2026 Aug 10, 2026
Keystone Financial Group History Added to 25,711 1,514 0.09% 0.06% 309 +7,981 45.01% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 25,630 1,510 0.0% 0.0% 310 +1,801 7.56% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 25,565 1,508 0.06% 0.03% 311 +11,451 81.13% Q2 2026 Jul 21, 2026
Intrepid Financial Planning Group LLC History Added to 25,606 1,508 0.51% 0.52% 312 +63 0.25% Q2 2026 Aug 12, 2026
VectorGlobal IAG, Inc. History No change 29,312 1,489 0.39% 0.39% 313 0 0.0% Q1 2026 Jun 30, 2026
Quantinno Capital Management LP History Added to 25,236 1,486 0.0% 0.0% 314 +7,740 44.24% Q2 2026 Aug 13, 2026
Invst, LLC History Reduced 25,131 1,480 0.14% 0.15% 315 -975 -3.73% Q2 2026 Aug 14, 2026
ENTREWEALTH, LLC History Added to 24,794 1,446 0.54% 0.55% 316 +685 2.84% Q2 2026 Aug 13, 2026
Rothschild Capital Partners, LLC History No change 24,353 1,434 0.31% 0.3% 317 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History Added to 24,105 1,420 0.01% 0.01% 318 +6,733 38.76% Q2 2026 Aug 10, 2026
NWAM LLC History New 23,852 1,405 0.07% — 319 +23,852 New Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History Added to 23,767 1,402 0.01% 0.01% 320 +128 0.54% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 23,375 1,377 0.34% 0.32% 321 +800 3.54% Q2 2026 Aug 07, 2026
High Point Wealth Management, LLC History Added to 22,565 1,329 1.09% 1.07% 322 +747 3.42% Q2 2026 Jul 20, 2026
Gotham Asset Management, LLC History Added to 22,484 1,324 0.0% 0.0% 323 +3,123 16.13% Q2 2026 Aug 14, 2026
Alaska Wealth Advisors, LLC History Added to 22,323 1,315 0.14% 0.13% 324 +986 4.62% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 22,172 1,306 0.05% 0.05% 325 +955 4.5% Q2 2026 Jul 22, 2026
BARD ASSOCIATES INC History Added to 21,996 1,297 0.29% 0.18% 326 +7,855 55.55% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History Reduced 21,965 1,294 0.09% 0.11% 327 -4,867 -18.14% Q2 2026 Aug 14, 2026
Brookstone Capital Management History Added to 21,874 1,288 0.01% 0.01% 328 +1,745 8.67% Q2 2026 Jul 15, 2026
Powell Investment Advisors, LLC History No change 21,834 1,288 0.41% 0.38% 329 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History Reduced 21,787 1,283 0.0% 0.0% 330 -227 -1.03% Q2 2026 Aug 06, 2026
Wealthcare Capital Partners, LLC History Reduced 21,471 1,265 0.52% 0.51% 331 -171 -0.79% Q2 2026 Jul 09, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 21,230 1,250 0.01% 0.01% 332 +2,128 11.14% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History Added to 20,878 1,230 0.04% 0.04% 333 +1,468 7.56% Q2 2026 Jul 27, 2026
Quantum Portfolio Management LLC History Added to 20,835 1,227 0.44% 0.46% 334 +153 0.74% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History Added to 20,598 1,213 0.18% 0.18% 335 +23 0.11% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History Added to 20,368 1,200 0.06% 0.06% 336 +60 0.3% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 20,174 1,189 0.05% 0.06% 337 -6,442 -24.2% Q2 2026 Aug 17, 2026
SMITH, MOORE & CO. History Added to 19,755 1,163 0.08% 0.07% 338 +1,762 9.79% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History Added to 19,685 1,159 0.03% 0.03% 339 +754 3.98% Q2 2026 Jul 07, 2026
Bensler, LLC History Reduced 19,631 1,156 0.1% 0.11% 340 -525 -2.6% Q2 2026 Jul 23, 2026
Clear Creek Financial Management, LLC History Added to 19,540 1,151 0.07% 0.08% 341 +230 1.19% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History Reduced 19,472 1,147 0.01% 0.01% 342 -376 -1.89% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 19,386 1,142 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History Added to 19,283 1,136 0.01% 0.01% 344 +577 3.08% Q2 2026 Aug 11, 2026
Greenline Wealth Management LLC History Added to 18,856 1,110 0.91% 0.91% 345 +3,236 20.72% Q2 2026 Jul 23, 2026
Accel Wealth Management History Added to 18,663 1,099 0.25% 0.21% 346 +2,960 18.85% Q2 2026 Jul 10, 2026
SOFI WEALTH, LLC History Added to 18,666 1,099 0.04% 0.04% 347 +2,109 12.74% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History Reduced 18,504 1,090 0.0% 0.0% 348 -15,062 -44.87% Q2 2026 Aug 14, 2026
Valued Retirements, Inc. History Added to 18,065 1,064 0.96% 0.87% 349 +468 2.66% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History New 17,939 1,056 0.01% — 350 +17,939 New Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History Reduced 17,847 1,051 0.06% 0.06% 351 -570 -3.09% Q2 2026 Aug 12, 2026
COOKSON PEIRCE & CO INC History Added to 17,633 1,038 0.03% 0.04% 352 +388 2.25% Q2 2026 Jul 23, 2026
Beaumont Financial Advisors, LLC History Added to 17,549 1,033 0.07% 0.06% 353 +600 3.54% Q2 2026 Aug 04, 2026
WILLNER & HELLER, LLC History Added to 17,513 1,031 0.65% 0.65% 354 +429 2.51% Q2 2026 Jul 07, 2026
Corient Private Wealth LP History Reduced 17,453 1,028 0.0% 0.0% 355 -10,328 -37.18% Q2 2026 Aug 27, 2026
Cornerstone Wealth, LLC/TN History Reduced 17,881 1,012 0.51% 0.79% 356 -7,415 -29.31% Q2 2026 Jul 29, 2026
Commerce Advisors, LLC History Added to 17,115 1,008 0.55% 0.73% 357 +8 0.05% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History Reduced 17,010 1,002 0.04% 0.04% 358 -150 -0.87% Q2 2026 Aug 05, 2026
SteelPeak Wealth, LLC History New 16,811 992 0.03% — 360 +16,811 New Q2 2026 Jul 13, 2026
OneDigital Investment Advisors LLC History Added to 16,849 992 0.01% 0.01% 359 +2,325 16.01% Q2 2026 Aug 06, 2026
Sage Mountain Advisors LLC History No change 16,793 989 0.06% 0.06% 361 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History Added to 17,924 985 0.07% 0.06% 363 +4,877 37.38% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History Added to 16,734 985 0.08% 0.07% 362 +1,978 13.4% Q2 2026 Jul 28, 2026
Simplicity Wealth,LLC History New 16,500 972 0.03% — 364 +16,500 New Q2 2026 Aug 06, 2026
Sharkey, Howes & Javer History No change 16,462 969 0.12% 0.11% 365 0 0.0% Q2 2026 Jul 09, 2026
Sierra Capital LLC History Added to 16,392 965 0.09% 0.09% 366 +87 0.53% Q2 2026 Aug 13, 2026
Lifestyle Asset Management, Inc. History Added to 16,274 958 0.26% 0.22% 367 +2,823 20.99% Q2 2026 Jul 20, 2026
Verdence Capital Advisors LLC History Added to 16,225 955 0.05% 0.03% 368 +4,751 41.41% Q2 2026 Jul 29, 2026
Indivisible Partners History Added to 16,201 954 0.05% 0.07% 369 +922 6.03% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History Added to 16,150 951 0.01% 0.02% 370 +32 0.2% Q2 2026 Jul 15, 2026
SlateStone Wealth, LLC History No change 16,141 951 0.07% 0.07% 371 0 0.0% Q2 2026 Jul 20, 2026
MISSION WEALTH MANAGEMENT, LP History New 16,099 948 0.01% — 372 +16,099 New Q2 2026 Jul 20, 2026
GRANVILLE CAPITAL, INC. History No change 15,984 941 0.42% 0.42% 373 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 15,861 934 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Added to 15,840 933 0.39% 0.32% 375 +2,052 14.88% Q2 2026 Jul 16, 2026
Savant Capital, LLC History Reduced 15,812 931 0.0% 0.0% 376 -883 -5.29% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 16,038 925 0.06% 0.05% 377 +999 6.64% Q2 2026 Jul 22, 2026
CHOREO, LLC History Added to 15,471 913 0.01% 0.01% 378 +748 5.08% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History New 15,484 912 0.0% — 379 +15,484 New Q2 2026 Aug 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 15,317 902 0.33% 0.33% 380 0 0.0% Q2 2026 Jul 23, 2026
Autumn Glory Partners, LLC History No change 15,267 899 0.25% 0.28% 381 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Financial Partners, Inc. History Added to 15,197 895 0.01% 0.0% 382 +5,853 62.64% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History Reduced 15,179 894 0.01% 0.02% 383 -5,089 -25.11% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 14,914 878 0.05% 0.05% 384 -1,605 -9.72% Q2 2026 Aug 12, 2026
Finivi Inc. History Reduced 14,909 878 0.45% 0.42% 385 -184 -1.22% Q2 2026 Jul 09, 2026
Spire Wealth Management History Added to 14,839 874 0.03% 0.02% 386 +4,503 43.57% Q2 2026 Jul 15, 2026
Ascent Advisors, LLC History New 15,128 872 1.01% — 387 +15,128 New Q2 2026 Aug 14, 2026
Jacobi Capital Management LLC History No change 14,629 861 0.04% 0.04% 388 0 0.0% Q2 2026 Jul 31, 2026
Fort Point Capital Partners LLC History No change 14,502 855 0.06% 0.09% 389 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History Added to 14,510 854 0.0% 0.0% 390 +4,510 45.1% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History Reduced 14,668 843 0.02% 0.02% 391 -600 -3.93% Q2 2026 Jul 29, 2026
NVWM, LLC History Reduced 14,130 832 0.17% 0.3% 392 -12,645 -47.23% Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History Added to 14,114 831 0.01% 0.01% 393 +7,349 108.63% Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History New 14,098 830 0.01% — 394 +14,098 New Q2 2026 Aug 06, 2026
IFG Advisory, LLC History New 14,037 827 0.03% — 395 +14,037 New Q2 2026 Aug 13, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 14,020 826 0.35% 0.33% 396 +850 6.45% Q2 2026 Aug 11, 2026
Grandview Asset Management LLC History Added to 14,015 825 0.2% 0.17% 397 +2,879 25.85% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History Reduced 14,002 824 0.01% 0.01% 398 -300 -2.1% Q2 2026 Jul 29, 2026
Henrickson Nauta Wealth Advisors, Inc. History Reduced 13,917 821 0.2% 0.2% 399 -125 -0.89% Q2 2026 Jul 09, 2026
Midwest Trust Co History Reduced 13,832 814 0.01% 0.01% 400 -780 -5.34% Q2 2026 Aug 04, 2026
MATAURO, LLC History No change 13,549 798 0.11% 0.1% 401 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History Reduced 13,480 794 0.01% 0.02% 402 -27,419 -67.04% Q2 2026 Aug 14, 2026
BLUE JEAN FINANCIAL LLC History New 13,399 789 0.55% — 403 +13,399 New Q2 2026 Jul 24, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,347 786 0.02% 0.02% 404 -1 -0.01% Q2 2026 Jul 24, 2026
Global View Capital Management LLC History Added to 13,267 781 0.16% 0.17% 405 +525 4.12% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 13,226 779 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 14, 2026
Quadrature Capital Ltd History New 13,189 777 0.01% — 407 +13,189 New Q2 2026 Aug 06, 2026
Atlanta Consulting Group Advisors, LLC History Added to 12,771 753 0.12% 0.13% 408 +708 5.87% Q2 2026 Aug 14, 2026
BARINGS LLC History No change 12,744 750 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 07, 2026
Sanchez Gaunt Capital Management, LLC History New 12,397 730 0.41% — 411 +12,397 New Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 12,402 730 0.01% 0.0% 410 +946 8.26% Q2 2026 Jul 23, 2026
180 WEALTH ADVISORS, LLC History Added to 12,148 715 0.07% 0.04% 413 +4,470 58.22% Q2 2026 Jul 07, 2026
Ancora Advisors LLC History Reduced 12,138 715 0.01% 0.01% 412 -63 -0.52% Q2 2026 Aug 14, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 12,000 707 0.32% — 415 +12,000 New Q2 2026 Jul 29, 2026
OKABENA INVESTMENT SERVICES INC History No change 12,000 707 0.13% 0.12% 414 0 0.0% Q2 2026 Aug 04, 2026
NorthCoast Asset Management LLC History Added to 11,902 701 0.02% 0.01% 416 +96 0.81% Q2 2026 Aug 12, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 11,890 700 0.51% 0.49% 417 0 0.0% Q2 2026 Jul 24, 2026
Signal Advisors Wealth, LLC History Added to 11,848 698 0.04% 0.03% 418 +3,442 40.95% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History Added to 11,769 693 0.01% 0.01% 419 +1,571 15.4% Q2 2026 Jul 31, 2026
Stonebridge Financial Group, LLC History Reduced 11,730 691 0.05% 0.07% 420 -4,338 -27.0% Q2 2026 Jul 06, 2026
Envestnet Portfolio Solutions, Inc. History New 11,723 690 0.0% — 422 +11,723 New Q2 2026 Sep 23, 2026
Core Wealth Advisors, Inc. History No change 11,712 690 0.14% 0.14% 421 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,533 679 0.0% 0.0% 423 +1,875 19.41% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History Reduced 11,461 675 0.02% 0.02% 424 -1,268 -9.96% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History Reduced 11,417 672 0.04% 0.04% 425 -260 -2.23% Q2 2026 Aug 11, 2026
Marshall Financial Group, LLC History Reduced 11,370 669 0.1% 0.1% 426 -546 -4.58% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History Added to 11,338 668 0.03% 0.02% 427 +1,090 10.64% Q2 2026 Jul 24, 2026
Claro Advisors Inc. History Reduced 11,272 664 0.07% 0.07% 429 -5 -0.04% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,279 664 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 12, 2026
Wellington Shields Capital Management, LLC History No change 11,125 655 0.08% 0.08% 430 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 11,081 652 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 10,982 647 0.0% 0.0% 432 -1,485 -11.91% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History Added to 10,984 647 0.01% 0.01% 433 +760 7.43% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History Added to 10,961 646 0.01% 0.01% 434 +6,284 134.36% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History New 10,904 642 0.0% — 436 +10,904 New Q2 2026 Aug 12, 2026
Hilltop Holdings Inc. History Added to 10,902 642 0.05% 0.04% 435 +2,969 37.43% Q2 2026 Aug 13, 2026
Exchange Bank History No change 10,894 641 0.4% 0.38% 437 0 0.0% Q2 2026 Jul 08, 2026
Castleview Partners, LLC History Added to 10,858 639 0.28% 0.27% 438 +585 5.69% Q2 2026 Jul 20, 2026
First International Bank of Israel Ltd. History No change 10,862 639 0.17% 0.16% 439 0 0.0% Q2 2026 Aug 12, 2026
Alteri Wealth LLC History Added to 10,761 634 0.18% 0.17% 440 +712 7.09% Q2 2026 Jul 29, 2026
MARSHALL WACE, LLP History New 10,600 624 0.0% — 441 +10,600 New Q2 2026 Aug 13, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 10,600 624 0.17% — 442 +10,600 New Q2 2026 Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 10,577 622 0.01% 0.01% 443 -772 -6.8% Q2 2026 Aug 13, 2026
Claris Financial LLC History No change 12,213 620 0.34% 0.34% 444 0 0.0% Q1 2026 May 18, 2026
WESPAC Advisors SoCal, LLC History Added to 10,504 618 0.11% 0.09% 445 +2,357 28.93% Q2 2026 Jul 16, 2026
STABLEFORD CAPITAL II LLC History Added to 10,370 611 0.21% 0.19% 446 +561 5.72% Q2 2026 Jul 06, 2026
CrossGen Wealth, LLC History Added to 10,306 607 0.47% 0.45% 447 +155 1.53% Q2 2026 Jul 24, 2026
Diversified Enterprises, LLC History Reduced 10,296 606 0.03% 0.03% 448 -4 -0.04% Q2 2026 Jul 31, 2026
KINTRA WEALTH, LLC History Added to 10,332 602 0.03% 0.03% 449 +1,301 14.41% Q2 2026 Aug 14, 2026
Investment Partners Asset Management, Inc. History Reduced 10,182 599 0.33% 0.33% 450 -287 -2.74% Q2 2026 Jul 24, 2026
StoneX Group Inc. History Added to 10,080 593 0.02% 0.03% 451 +108 1.08% Q2 2026 Aug 12, 2026
AMJ Financial Wealth Management History No change 11,636 591 0.14% 0.14% 452 0 0.0% Q2 2026 Aug 10, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 10,000 589 0.08% 0.08% 453 0 0.0% Q2 2026 Jul 21, 2026
Vise Technologies, Inc. History Added to 9,866 581 0.01% 0.0% 455 +5,655 134.29% Q2 2026 Aug 10, 2026
Journey Advisory Group, LLC History Reduced 9,876 581 0.04% 0.05% 456 -1,000 -9.19% Q2 2026 Aug 04, 2026
Great Diamond Partners, LLC History Reduced 9,876 581 0.1% 0.1% 454 -82 -0.82% Q2 2026 Jul 17, 2026
Trilogy Capital Inc. History Added to 9,849 580 0.02% 0.02% 457 +733 8.04% Q2 2026 Jul 02, 2026
Mechanics Bank Trust Department History Reduced 9,833 579 0.07% 0.07% 458 -367 -3.6% Q2 2026 Jul 07, 2026
CULLEN/FROST BANKERS, INC. History No change 9,775 575 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 27, 2026
Elm3 Financial Group, LLC History Reduced 9,727 573 0.39% 0.44% 460 -485 -4.75% Q2 2026 Jul 29, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 9,580 564 0.26% 0.26% 461 -950 -9.02% Q2 2026 Jul 15, 2026
Valmark Advisers, Inc. History Reduced 9,534 561 0.01% 0.01% 462 -42 -0.44% Q2 2026 Aug 06, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 9,472 558 0.14% 0.07% 463 +4,926 108.36% Q2 2026 Aug 27, 2026
Cerity Partners LLC History Reduced 9,378 552 0.0% 0.0% 464 -4,540 -32.62% Q2 2026 Aug 14, 2026
Alpha Financial Partners LLC History No change 9,382 552 0.29% 0.28% 465 0 0.0% Q2 2026 Aug 11, 2026
Integrity Advisory Solutions, LLC History Added to 9,171 540 0.06% 0.06% 468 +711 8.4% Q2 2026 Jul 31, 2026
Werba Rubin Papier Wealth Management History Reduced 9,166 540 0.07% 0.06% 467 -19 -0.21% Q2 2026 Jul 27, 2026
Vestcor Inc History No change 9,170 540 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 11, 2026
Clear Street Group Inc. History New 9,010 530 0.0% — 469 +9,010 New Q2 2026 Aug 12, 2026
Bluespring Wealth Management, LLC History New 8,988 529 0.01% — 471 +8,988 New Q2 2026 Aug 11, 2026
Caprock Group, LLC History Added to 8,969 529 0.01% 0.01% 470 +481 5.67% Q2 2026 Jul 27, 2026
Mill Creek Capital Advisors, LLC History No change 10,378 527 0.01% 0.01% 472 0 0.0% Q1 2026 May 14, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 8,866 522 0.24% 0.28% 473 -207 -2.28% Q2 2026 Jul 24, 2026
Advisors Preferred, LLC History New 9,000 514 0.08% — 476 +9,000 New Q2 2026 Aug 11, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 8,708 514 0.06% 0.03% 474 +4,451 104.56% Q2 2026 Jul 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 8,775 514 0.03% 0.03% 475 -380 -4.15% Q2 2026 Jul 14, 2026
Blue Trust, Inc. History Added to 8,574 505 0.01% 0.0% 477 +8,346 3660.53% Q2 2026 Jul 21, 2026
Richardson Capital Management LLC History Reduced 8,486 500 0.21% 0.21% 478 -219 -2.52% Q2 2026 Jul 17, 2026
INVESTMENT PARTNERS, LTD. History Added to 8,402 495 0.15% 0.12% 479 +1,970 30.63% Q2 2026 Aug 04, 2026
Avantax Planning Partners, Inc. History Added to 8,401 494 0.01% 0.01% 480 +2,964 54.52% Q2 2026 Jul 28, 2026
FLAGSTAR SECURITIES, INC History Added to 8,343 492 0.15% 0.1% 481 +2,802 50.57% Q2 2026 Jul 15, 2026
Waverly Advisors, LLC History Added to 8,350 491 0.0% 0.0% 482 +8,165 4413.51% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History Added to 8,309 489 0.0% 0.0% 483 +25 0.3% Q2 2026 Aug 11, 2026
Purus Wealth Management, LLC History Reduced 8,297 488 0.13% 0.13% 484 -7 -0.08% Q2 2026 Jul 13, 2026
Entelevest, LLC History Added to 8,154 480 0.41% 0.39% 485 +479 6.24% Q2 2026 Jul 22, 2026
WEALTHSPAN PARTNERS, LLC History Added to 8,138 479 0.15% 0.14% 486 +160 2.01% Q2 2026 Aug 06, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 8,115 478 0.01% 0.01% 487 +980 13.74% Q2 2026 Aug 10, 2026
Eaton Financial Holdings Company, LLC History New 8,024 472 0.13% — 488 +8,024 New Q2 2026 Aug 04, 2026
South Shore Capital Advisors History New 8,000 471 0.32% — 489 +8,000 New Q2 2026 Jul 30, 2026
Index Technologies Group LLC History Added to 7,978 470 0.38% 0.44% 490 +27 0.34% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History Added to 7,930 467 0.09% 0.09% 491 +271 3.54% Q2 2026 Jul 23, 2026
OakTrust Wealth Advisors, LLC History No change 7,895 465 0.4% 0.37% 492 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History Added to 7,864 463 0.03% 0.03% 493 +1,319 20.15% Q2 2026 Jul 23, 2026
Compound Planning, Inc. History Reduced 7,854 462 0.01% 0.01% 495 -238 -2.94% Q2 2026 Aug 04, 2026
SHP Wealth Management History Added to 7,843 462 0.03% 0.03% 494 +53 0.68% Q2 2026 Aug 11, 2026
EAGLE WEALTH STRATEGIES LLC History Added to 7,835 461 0.18% 0.17% 496 +184 2.4% Q2 2026 Jul 09, 2026
CASCADE INVESTMENT GROUP, INC. History No change 7,820 460 0.26% 0.26% 497 0 0.0% Q2 2026 Jul 23, 2026
GSG Advisors LLC History No change 7,809 460 0.1% 0.1% 498 0 0.0% Q2 2026 Aug 13, 2026
Clark Asset Management, LLC History No change 7,640 450 0.04% 0.04% 499 0 0.0% Q2 2026 Jul 07, 2026
Visionary Wealth Advisors History Added to 7,602 447 0.02% 0.02% 500 +514 7.25% Q2 2026 Aug 13, 2026
SeaCrest Wealth Management, LLC History Added to 7,584 446 0.05% 0.04% 501 +103 1.38% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History Added to 7,547 444 0.0% 0.0% 502 +1,779 30.84% Q2 2026 Jul 29, 2026
Strategic Advisors LLC History Reduced 7,526 443 0.1% 0.08% 503 -2,102 -21.83% Q2 2026 Jul 28, 2026
Guardian Capital, LLC History Reduced 7,500 441 0.36% 0.41% 505 -970 -11.45% Q2 2026 Aug 07, 2026
Global Financial Private Client, LLC History No change 7,500 441 0.12% 0.12% 504 0 0.0% Q2 2026 Jul 20, 2026
VALLEY NATIONAL ADVISERS INC History No change 7,367 434 0.05% 0.05% 506 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO History Reduced 7,500 433 0.0% 0.01% 507 -2,189 -22.59% Q2 2026 Jul 27, 2026
Altus Wealth Group LLC History Reduced 7,350 433 0.16% 0.16% 508 -500 -6.37% Q2 2026 Jul 17, 2026
Advyzon Investment Management, LLC History Added to 7,320 431 0.03% 0.03% 509 +416 6.03% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History New 7,275 428 0.0% — 510 +7,275 New Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 7,175 422 0.04% 0.04% 511 0 0.0% Q2 2026 Aug 11, 2026
Port Capital LLC History New 7,135 420 0.02% — 512 +7,135 New Q2 2026 Aug 14, 2026
ProCore Advisors, LLC History Added to 7,080 417 0.52% 0.52% 514 +444 6.69% Q2 2026 Jul 27, 2026
Avondale Wealth Management History Added to 7,088 417 0.17% 0.17% 513 +260 3.81% Q2 2026 Jul 13, 2026
PLANNING DIRECTIONS INC History No change 6,992 411 0.19% 0.18% 515 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 6,908 407 0.03% 0.02% 517 +2,271 48.98% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 6,918 407 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 13, 2026
Integras Partners LLC History New 6,889 405 0.22% — 518 +6,889 New Q2 2026 Jul 24, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,812 401 0.03% 0.03% 519 0 0.0% Q2 2026 Jul 16, 2026
ProVise Management Group, LLC History Added to 6,789 400 0.03% 0.02% 520 +503 8.0% Q2 2026 Aug 03, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 6,769 398 0.07% 0.06% 521 -18 -0.27% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History New 6,748 397 0.01% — 522 +6,748 New Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History New 6,748 397 0.04% — 523 +6,748 New Q2 2026 Jul 31, 2026
Archford Capital Strategies, LLC History Added to 6,698 394 0.04% 0.04% 524 +378 5.98% Q2 2026 Jul 17, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 6,591 388 0.03% 0.02% 525 +1,190 22.03% Q2 2026 Jul 28, 2026
Harbor Asset Planning, Inc. History Reduced 6,596 388 0.29% 0.3% 526 -461 -6.53% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History Added to 6,508 383 0.01% 0.01% 528 +395 6.46% Q2 2026 Jul 29, 2026
Asset One Wealth Management LLC History Reduced 6,776 383 0.04% 0.04% 529 -367 -5.14% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History Added to 6,504 383 0.05% 0.05% 527 +12 0.18% Q2 2026 Jul 22, 2026
Cheviot Value Management, LLC History No change 6,500 382 0.04% 0.03% 530 0 0.0% Q2 2026 Aug 06, 2026
Lakeridge Wealth Management LLC History New 6,457 380 0.14% — 531 +6,457 New Q2 2026 Jul 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 6,438 379 0.02% 0.02% 532 -242 -3.62% Q2 2026 Aug 07, 2026
Fairscale Capital, LLC History Reduced 6,365 375 0.22% 0.23% 533 -163 -2.5% Q2 2026 Aug 07, 2026
FAS Wealth Partners, Inc. History Added to 6,324 372 0.02% 0.02% 534 +426 7.22% Q2 2026 Jul 29, 2026
Foguth Wealth Management, LLC. History Added to 6,678 371 0.04% 0.04% 535 +878 15.14% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 6,289 370 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Management, Inc. History Added to 6,243 367 0.09% 0.15% 537 +328 5.55% Q2 2026 Jul 28, 2026
Embree Financial Group History Added to 6,224 366 0.04% 0.04% 538 +33 0.53% Q2 2026 Jul 15, 2026
Barnes Wealth Management Group, Inc History Reduced 6,171 363 0.17% 0.16% 539 -121 -1.92% Q2 2026 Jul 24, 2026
MADDEN SECURITIES Corp History No change 6,150 362 0.1% 0.09% 540 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History Reduced 6,063 357 0.01% 0.01% 541 -19,754 -76.52% Q2 2026 Aug 12, 2026
INSTRUMENTAL WEALTH, LLC History Added to 6,021 354 0.18% 0.17% 542 +669 12.5% Q2 2026 Jul 16, 2026
Gateway Wealth Partners, LLC History Reduced 5,957 351 0.02% 0.02% 543 -3,804 -38.97% Q2 2026 Aug 04, 2026
DAVENPORT & Co LLC History Added to 5,947 350 0.0% 0.0% 544 +666 12.61% Q2 2026 Jul 13, 2026
Connecticut Capital Management Group, LLC History Added to 5,891 347 0.28% 0.2% 545 +1,665 39.4% Q2 2026 Jul 17, 2026
GWN SECURITIES INC. History Added to 5,880 346 0.06% 0.04% 546 +1,472 33.39% Q2 2026 Aug 05, 2026
Endowment Wealth Management, Inc. History Added to 5,875 346 0.13% 0.12% 548 +428 7.86% Q2 2026 Aug 05, 2026
Berger Financial Group, Inc History Reduced 5,889 346 0.02% 0.02% 547 -240 -3.92% Q2 2026 Aug 04, 2026
WARNER FINANCIAL, INC History No change 5,843 344 0.1% 0.1% 549 0 0.0% Q2 2026 Jul 09, 2026
ASSOCIATED BANC-CORP History Reduced 5,802 341 0.01% 0.01% 550 -220 -3.65% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History Reduced 5,623 331 0.01% 0.01% 552 -3,707 -39.73% Q2 2026 Aug 03, 2026
Moors & Cabot, Inc. History Added to 5,626 331 0.01% 0.01% 551 +574 11.36% Q2 2026 Aug 10, 2026
Unique Wealth Strategies, LLC History Added to 5,609 330 0.12% 0.1% 553 +586 11.67% Q2 2026 Jul 15, 2026
Mesirow Financial Investment Management, Inc. History No change 5,556 327 0.01% 0.0% 554 0 0.0% Q2 2026 Jul 22, 2026
Capstone Wealth Management Group, Inc. History New 5,539 326 0.2% — 556 +5,539 New Q2 2026 Jul 27, 2026
Aurora Private Wealth, Inc. History Reduced 5,527 326 0.21% 0.22% 555 -570 -9.35% Q2 2026 Jul 21, 2026
Fund Advisors of America Inc/FL History No change 5,512 324 0.29% 0.28% 557 0 0.0% Q2 2026 Aug 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 5,410 318 0.03% 0.12% 558 -14,660 -73.04% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,613 316 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 27, 2026
Eley Financial Management, Inc History Added to 5,355 315 0.1% 0.1% 560 +40 0.75% Q2 2026 Aug 11, 2026
IMG Wealth Management, Inc. History No change 5,337 314 0.17% 0.17% 561 0 0.0% Q2 2026 Aug 07, 2026
City Center Advisors, LLC History Added to 5,304 312 0.25% 0.24% 562 +233 4.59% Q2 2026 Jul 06, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 5,269 310 0.01% 0.03% 563 -22,784 -81.22% Q2 2026 Jul 13, 2026
Lynx Investment Advisory History Added to 5,213 307 0.1% 0.11% 564 +740 16.54% Q2 2026 Jul 27, 2026
FRG Family Wealth Advisors LLC History No change 6,040 306 0.05% 0.05% 565 0 0.0% Q1 2026 Apr 24, 2026
Icon Wealth Advisors, LLC History No change 5,192 305 0.02% 0.02% 566 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 5,170 304 0.11% 0.11% 567 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History Added to 5,156 303 0.0% 0.0% 568 +1,428 38.3% Q2 2026 Aug 03, 2026
Stone Wealth Partners History Reduced 5,157 303 0.22% 0.24% 569 -1 -0.02% Q2 2026 Jul 16, 2026
Stratos Investment Management, LLC History No change 5,135 302 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 11, 2026
GoalVest Advisory LLC History No change 5,130 302 0.06% 0.05% 571 0 0.0% Q2 2026 Jul 08, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 5,082 299 0.08% 0.06% 572 +1,057 26.26% Q2 2026 Jul 06, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 5,084 299 0.18% 0.17% 573 0 0.0% Q2 2026 Jul 13, 2026
Elevated Capital Advisors, LLC History No change 5,056 297 0.08% 0.06% 574 0 0.0% Q2 2026 Aug 03, 2026
Integrity Wealth Solutions LLC History New 5,028 296 0.11% — 575 +5,028 New Q2 2026 Jul 30, 2026
Advisors Capital Management, LLC History Reduced 5,012 295 0.0% 0.0% 576 -87 -1.71% Q2 2026 Aug 11, 2026
Creekside Partners History No change 5,015 295 0.11% 0.1% 577 0 0.0% Q2 2026 Jul 30, 2026
Texas Yale Capital Corp. History Reduced 5,000 294 0.01% 0.01% 578 -200 -3.85% Q2 2026 Aug 12, 2026
NCM Capital Management, LLC History No change 5,006 294 0.09% 0.09% 579 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 5,000 294 0.04% 0.03% 580 0 0.0% Q2 2026 Aug 11, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 4,916 289 0.03% 0.03% 581 +426 9.49% Q2 2026 Jul 13, 2026
Register Financial Advisors LLC History Added to 4,907 289 0.09% 0.09% 582 +165 3.48% Q2 2026 Jul 15, 2026
Cardinal Point Capital Management ULC History New 4,877 287 0.02% — 584 +4,877 New Q2 2026 Jul 14, 2026
Helium Advisors LLC History Reduced 4,875 287 0.24% 0.24% 583 -40 -0.81% Q2 2026 Aug 11, 2026
HOLDERNESS INVESTMENTS CO History Added to 4,869 286 0.05% 0.05% 585 +108 2.27% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History New 4,844 285 0.0% — 587 +4,844 New Q2 2026 Aug 04, 2026
Navis Wealth Advisors, LLC History Added to 4,846 285 0.11% 0.11% 586 +650 15.49% Q2 2026 Aug 14, 2026
GK Wealth Management LLC History New 4,836 284 0.15% — 588 +4,836 New Q2 2026 Jul 07, 2026
Chicago Capital, LLC History New 4,776 281 0.01% — 589 +4,776 New Q2 2026 Jul 27, 2026
Astoria Portfolio Advisors LLC. History No change 4,767 280 0.05% 0.06% 590 0 0.0% Q2 2026 Jul 28, 2026
Keel Point, LLC History New 4,713 277 0.02% — 591 +4,713 New Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History New 4,693 276 0.0% — 592 +4,693 New Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 4,669 275 0.09% 0.09% 593 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History Added to 4,607 271 0.01% 0.01% 594 +580 14.4% Q2 2026 Aug 10, 2026
Sovereign Financial Group, Inc. History New 4,594 270 0.04% — 595 +4,594 New Q2 2026 Jul 24, 2026
MEANS INVESTMENT CO., INC. History No change 4,539 267 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 14, 2026
Beacon Capital Management, LLC History Reduced 4,521 266 0.04% 0.04% 598 -58 -1.27% Q2 2026 Jul 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 4,523 266 0.01% 0.01% 597 -2 -0.04% Q2 2026 Jul 31, 2026
FIRST MANHATTAN CO. LLC. History No change 4,500 265 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History Added to 4,483 264 0.02% 0.02% 600 +100 2.28% Q2 2026 Aug 04, 2026
SIMON QUICK ADVISORS, LLC History No change 4,470 263 0.01% 0.01% 601 0 0.0% Q2 2026 Jul 28, 2026
Trust Point Inc. History No change 4,420 260 0.02% 0.02% 602 0 0.0% Q2 2026 Jul 08, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 4,407 259 0.02% 0.02% 603 -125 -2.76% Q2 2026 Jul 09, 2026
Clearstead Advisors, LLC History Added to 4,382 258 0.0% 0.0% 604 +3,624 478.1% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,363 257 0.01% 0.01% 605 +1,229 39.22% Q2 2026 Jul 28, 2026
Rollins Financial Advisors, LLC History New 4,336 255 0.03% — 607 +4,336 New Q2 2026 Aug 04, 2026
Arista Wealth Management, LLC History No change 4,330 255 0.03% 0.03% 606 0 0.0% Q2 2026 Jul 08, 2026
Capital Investment Advisory Services, LLC History Added to 4,303 253 0.02% 0.02% 608 +18 0.42% Q2 2026 Jul 23, 2026
Ameraudi Asset Management, Inc. History Reduced 4,278 252 0.11% 0.23% 609 -4,241 -49.78% Q2 2026 Aug 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 4,250 250 0.0% 0.0% 610 -135 -3.08% Q2 2026 Aug 10, 2026
GENTRY PRIVATE WEALTH, LLC History No change 4,224 248 0.13% 0.13% 611 0 0.0% Q2 2026 Aug 05, 2026
Kraft, Davis & Associates, LLC History No change 4,424 247 0.05% 0.05% 612 0 0.0% Q2 2026 Jul 09, 2026
GeoWealth Management, LLC History Reduced 4,188 246 0.01% 0.01% 613 -156 -3.59% Q2 2026 Jul 30, 2026
NWF Advisory Services Inc. History Added to 4,169 245 0.02% 0.02% 615 +109 2.68% Q2 2026 Jul 29, 2026
Joseph P. Lucia & Associates, LLC History No change 4,155 245 0.07% 0.08% 614 0 0.0% Q2 2026 Aug 07, 2026
Sandbox Financial Partners, LLC History No change 4,759 241 0.07% 0.07% 616 0 0.0% Q1 2026 Apr 08, 2026
Belvedere Trading LLC History New 4,065 239 0.0% — 618 +4,065 New Q2 2026 Jul 31, 2026
Everstar Asset Management, LLC History New 4,060 239 0.12% — 619 +4,060 New Q2 2026 Aug 03, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History Reduced 4,070 239 0.0% 0.0% 617 -3,195 -43.98% Q2 2026 Aug 10, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,031 237 0.06% 0.06% 620 0 0.0% Q2 2026 Aug 07, 2026
Lakewood Asset Management LLC History No change 4,027 237 0.13% 0.13% 621 0 0.0% Q2 2026 Aug 06, 2026
Boreal Capital Management LLC History No change 4,000 236 0.18% 0.17% 622 0 0.0% Q2 2026 Aug 13, 2026
Ameliora Wealth Management Ltd. History No change 4,000 235 0.07% 0.06% 623 0 0.0% Q2 2026 Jul 24, 2026
GenTrust, LLC History Reduced 3,893 229 0.01% 0.01% 624 -507 -11.52% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History New 3,845 226 0.03% — 625 +3,845 New Q2 2026 Aug 12, 2026
FIRST NATIONAL TRUST CO History New 3,829 225 0.01% — 627 +3,829 New Q2 2026 Jul 30, 2026
Capstone Wealth Management Group LLC History No change 4,429 225 0.14% 0.14% 626 0 0.0% Q1 2026 Apr 16, 2026
Allspring Global Investments Holdings, LLC History New 3,926 224 0.0% — 628 +3,926 New Q2 2026 Aug 13, 2026
Axis Wealth Partners, LLC History New 3,817 224 0.11% — 629 +3,817 New Q2 2026 Jul 28, 2026
Garde Capital, Inc. History New 3,800 223 0.01% — 632 +3,800 New Q2 2026 Jul 31, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History New 3,800 223 0.15% — 633 +3,800 New Q2 2026 Aug 11, 2026
Valeo Financial Advisors, LLC History Reduced 3,794 223 0.0% 0.0% 631 -175 -4.41% Q2 2026 Jul 08, 2026
Security National Bank History No change 3,790 223 0.03% 0.03% 630 0 0.0% Q2 2026 Jul 15, 2026
MIDLAND WEALTH ADVISORS, LLC History New 3,782 222 0.01% — 635 +3,782 New Q2 2026 Jul 24, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 3,769 222 0.04% 0.04% 634 -45 -1.18% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 3,750 220 0.07% 0.06% 636 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History New 3,700 218 0.03% — 639 +3,700 New Q2 2026 Aug 10, 2026
Premier Path Wealth Partners, LLC History Reduced 3,712 218 0.03% 0.03% 637 -375 -9.18% Q2 2026 Jul 21, 2026
Parkway Wealth Management Group, LLC History No change 3,715 218 0.03% 0.03% 638 0 0.0% Q2 2026 Jul 27, 2026
DSG Capital Advisors, LLC History New 3,838 217 0.03% — 641 +3,838 New Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History Reduced 3,690 217 0.01% 0.01% 640 -660 -15.17% Q2 2026 Aug 11, 2026
PGIM Custom Harvest LLC History New 3,665 215 0.0% — 643 +3,665 New Q2 2026 Aug 13, 2026
Balboa Wealth Partners History New 3,665 215 0.03% — 644 +3,665 New Q2 2026 Aug 10, 2026
Peoples Bank/KS History Reduced 3,655 215 0.21% 0.21% 642 -395 -9.75% Q2 2026 Jul 09, 2026
GRIFFIN ASSET MANAGEMENT, INC. History New 3,639 214 0.02% — 645 +3,639 New Q2 2026 Jul 23, 2026
Intellectus Partners, LLC History New 3,621 213 0.04% — 648 +3,621 New Q2 2026 Aug 12, 2026
Ramsay, Stattman, Vela & Price, Inc. History New 3,620 213 0.04% — 647 +3,620 New Q2 2026 Aug 04, 2026
Merkkuri Wealth Advisors LLC History Reduced 3,625 213 0.13% 0.17% 646 -1,374 -27.49% Q2 2026 Jul 27, 2026
Three Cord True Wealth Management, LLC History New 3,568 210 0.1% — 649 +3,568 New Q2 2026 Jul 23, 2026
SIERRA OCEAN, LLC History New 3,510 206 0.14% — 650 +3,510 New Q2 2026 Aug 07, 2026
SENTINEL PENSION ADVISORS, LLC History New 3,657 205 0.03% — 653 +3,657 New Q2 2026 Jul 23, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 3,490 205 0.01% — 652 +3,490 New Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History New 3,488 205 0.0% — 651 +3,488 New Q2 2026 Jul 15, 2026
Plan Group Financial, LLC History New 3,488 205 0.04% — 654 +3,488 New Q2 2026 Aug 03, 2026
Lewis Asset Management, LLC History New 3,475 204 0.07% — 655 +3,475 New Q2 2026 Jul 21, 2026
YARGER WEALTH STRATEGIES, LLC History New 3,596 203 0.07% — 656 +3,596 New Q2 2026 Jul 14, 2026
COMMERCE BANK History New 3,434 202 0.0% — 657 +3,434 New Q2 2026 Aug 12, 2026
Ethos Financial Group, LLC History New 3,651 200 0.01% — 659 +3,651 New Q2 2026 Aug 07, 2026
SUMMIT WEALTH GROUP LLC / CO History New 3,403 200 0.02% — 661 +3,403 New Q2 2026 Jul 28, 2026
Spartan Wealth Advisory Services LLC History New 3,400 200 0.02% — 660 +3,400 New Q2 2026 Aug 05, 2026
IPG Investment Advisors LLC History New 3,397 200 0.03% — 658 +3,397 New Q2 2026 Aug 12, 2026
Tidemark, LLC History Added to 3,375 198 0.04% 0.04% 662 +110 3.37% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 3,000 176 0.01% 0.01% 663 0 0.0% Q2 2026 Sep 15, 2026
Bravera Wealth History No change 2,684 158 0.06% 0.06% 664 0 0.0% Q2 2026 Jul 23, 2026
Concord Wealth Partners History New 2,618 154 0.02% — 665 +2,618 New Q2 2026 Jul 27, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,545 149 0.03% 0.05% 666 0 0.0% Q2 2026 Jul 27, 2026
Horizon Investments, LLC History Reduced 2,500 147 0.0% 0.0% 667 -2,534 -50.34% Q2 2026 Aug 13, 2026
Swisher Financial Concepts, Inc. History New 2,504 147 0.09% — 669 +2,504 New Q2 2026 Aug 06, 2026
Knuff & Co LLC History No change 2,500 147 0.04% 0.04% 668 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 2,468 145 0.09% 0.09% 670 +25 1.02% Q2 2026 Jul 21, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 2,450 144 0.01% 0.01% 671 -550 -18.33% Q2 2026 Jul 27, 2026
Anchor Bay Capital, Inc. History New 2,352 137 0.07% — 672 +2,352 New Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,290 134 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History Reduced 2,244 132 0.02% 0.02% 675 -126 -5.32% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 2,250 132 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 2,205 129 0.02% 0.02% 676 0 0.0% Q2 2026 Jul 27, 2026
GFS Advisors, LLC History Added to 13,960 123 0.01% 0.19% 677 +6,605 89.8% Q2 2026 Aug 04, 2026
TSFG, LLC History Added to 2,052 121 0.02% 0.01% 678 +236 13.0% Q2 2026 Jul 23, 2026
REICON WEALTH ADVISORS, LLC History New 1,950 114 0.07% — 680 +1,950 New Q2 2026 Jul 29, 2026
IMA Advisory Services, Inc. History No change 1,943 114 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,884 111 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History Added to 1,874 110 0.0% 0.0% 682 +1,203 179.28% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 1,880 110 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 28, 2026
Benson Wealth Management INC History New 1,849 108 0.11% — 685 +1,849 New Q2 2026 Aug 10, 2026
ST GERMAIN D J CO INC History Added to 1,844 108 0.0% — 684 +1,834 18340.0% Q2 2026 Jul 21, 2026
Markowski Investments History New 1,750 103 0.02% — 687 +1,750 New Q2 2026 Aug 13, 2026
Sunbelt Securities, Inc. History No change 2,044 103 0.01% 0.01% 686 0 0.0% Q1 2026 May 15, 2026
Ritter Daniher Financial Advisory LLC / DE History New 1,718 101 0.02% — 688 +1,718 New Q2 2026 Jul 14, 2026
GAMMA Investing LLC History No change 1,692 99 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 07, 2026
TRUST CO OF VERMONT History New 1,617 95 0.0% — 690 +1,617 New Q2 2026 Aug 07, 2026
Global Trust Asset Management, LLC History Added to 1,600 94 0.03% 0.01% 691 +1,300 433.33% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History Reduced 1,585 93 0.0% 0.0% 692 -35 -2.16% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 1,565 92 0.03% 0.03% 693 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History Reduced 1,290 76 0.01% 0.01% 694 -367 -22.15% Q2 2026 Jul 22, 2026
Realta Investment Advisors History Reduced 1,270 74 0.02% 0.21% 695 -10,801 -89.48% Q2 2026 Jul 20, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,221 71 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 16, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,205 70 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 07, 2026
Signature Equity Partners, LLC History Added to 1,156 68 0.03% 0.03% 698 +49 4.43% Q2 2026 Jul 30, 2026
TIAA Wealth Investment Management LLC History New 1,107 65 0.0% — 699 +1,107 New Q2 2026 Aug 10, 2026
JNBA Financial Advisors History No change 1,098 64 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 23, 2026
Axiom Investment Management LLC History Added to 1,056 62 0.04% 0.02% 701 +500 89.93% Q2 2026 Jul 30, 2026
Allied Private Wealth LLC History New 1,093 61 0.04% — 702 +1,093 New Q2 2026 Jul 09, 2026
Basecamp Wealth Advisors LLC History No change 1,019 60 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History Reduced 1,007 59 0.02% 0.02% 706 -175 -14.81% Q2 2026 Jul 30, 2026
Founders Financial Alliance, LLC History Reduced 1,014 59 0.01% 0.01% 705 -65 -6.02% Q2 2026 Aug 04, 2026
Solstein Capital, LLC History No change 1,005 59 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History New 1,000 58 0.0% — 707 +1,000 New Q2 2026 Sep 04, 2026
Main Street Group, LTD History Reduced 984 57 0.01% 0.01% 708 -29 -2.86% Q2 2026 Jul 13, 2026
Activest Wealth Management History Added to 951 56 0.01% 0.0% 709 +875 1151.32% Q2 2026 Jul 16, 2026
HHM Wealth Advisors, LLC History No change 925 54 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 13, 2026
Key FInancial Inc History No change 891 52 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 891 52 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 31, 2026
Parvin Asset Management, LLC History No change 865 50 0.04% 0.03% 713 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History Added to 807 47 0.0% 0.0% 714 +235 41.08% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 800 47 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 800 47 0.02% 0.01% 716 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History No change 800 47 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 14, 2026
BAYBAN History No change 787 46 0.04% 0.03% 718 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 767 45 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 06, 2026
Vermillion Wealth Management, Inc. History No change 776 45 0.01% 0.02% 720 0 0.0% Q2 2026 Jul 15, 2026
MATHER GROUP, LLC. History New 758 44 0.0% — 722 +758 New Q2 2026 Jul 27, 2026
NBH Bank History New 750 44 0.02% — 723 +750 New Q2 2026 Aug 14, 2026
Sunrise Financial Services, LLC History No change 759 44 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 12, 2026
LOM Asset Management Ltd History No change 740 43 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Wealth Planning Services, Inc. History No change 717 42 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 07, 2026
Salomon & Ludwin, LLC History No change 744 42 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History New 707 41 0.01% — 728 +707 New Q2 2026 Jul 23, 2026
MOTCO History No change 696 41 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Corp History Added to 693 40 0.01% 0.01% 729 +173 33.27% Q2 2026 Aug 03, 2026
Millstone Evans Group, LLC History No change 688 40 0.02% 0.02% 730 0 0.0% Q2 2026 Aug 11, 2026
JDM Financial Group LLC History New 619 36 0.01% — 733 +619 New Q2 2026 Aug 17, 2026
Hurley Capital, LLC History Added to 618 36 0.02% 0.01% 732 +100 19.31% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History Added to 619 36 0.0% 0.0% 731 +81 15.06% Q2 2026 Aug 10, 2026
Caldwell Trust Co History New 600 35 0.0% — 736 +600 New Q2 2026 Aug 03, 2026
Clearstead Trust, LLC History No change 604 35 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 607 35 0.01% 0.02% 735 0 0.0% Q2 2026 Aug 13, 2026
Regatta Research & Money Management History New 592 34 0.03% — 738 +592 New Q2 2026 Aug 11, 2026
Larson Financial Group LLC History Reduced 588 34 0.0% 0.0% 737 -63 -9.68% Q2 2026 Aug 14, 2026
Quarry LP History New 570 33 0.0% — 740 +570 New Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 570 33 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 29, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 545 32 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 03, 2026
Hanson & Doremus Investment Management History No change 537 32 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 29, 2026
Operose Advisors LLC History No change 545 32 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 650 31 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Reduced 509 29 0.0% 0.0% 745 -624 -55.08% Q2 2026 Aug 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 500 29 0.07% 0.07% 746 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 486 28 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 472 27 0.0% — 750 +472 New Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History Added to 466 27 0.0% 0.0% 749 +172 58.5% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 470 27 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 450 26 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 04, 2026
Pacific Center for Financial Services History No change 448 26 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 05, 2026
Bank of Jackson Hole Trust History No change 500 25 0.01% 0.01% 753 0 0.0% Q1 2026 May 12, 2026
KERR FINANCIAL PLANNING Corp History Reduced 414 24 0.03% 0.02% 755 -200 -32.57% Q2 2026 Jul 02, 2026
MCF Advisors LLC History No change 420 24 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 12, 2026
Avalon Trust Co History Reduced 400 23 0.0% 0.0% 756 -271 -40.39% Q2 2026 Aug 06, 2026
Monetary Solutions, Ltd History No change 357 21 0.02% 0.02% 757 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History Added to 348 20 0.01% 0.01% 758 +19 5.78% Q2 2026 Aug 10, 2026
VSM Wealth Advisory, LLC History No change 334 19 0.01% 0.0% 759 0 0.0% Q2 2026 Jul 22, 2026
Burnham & Co LLC History New 300 17 0.01% — 762 +300 New Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History Added to 298 17 0.0% 0.0% 761 +3 1.02% Q2 2026 Aug 11, 2026
Ankerstar Wealth, LLC History No change 294 17 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 273 16 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 22, 2026
Gen-Wealth Partners Inc History Reduced 271 15 0.0% 0.0% 764 -4 -1.45% Q2 2026 Aug 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 262 15 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 24, 2026
Trask Adam Roland History No change 300 15 0.01% 0.01% 766 0 0.0% Q1 2026 May 15, 2026
Darwin Wealth Management, LLC History Reduced 252 14 0.0% 0.01% 767 -176 -41.12% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History Added to 248 14 0.0% 0.0% 768 +13 5.53% Q2 2026 Jul 06, 2026
Arlington Trust Co LLC History No change 250 14 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 07, 2026
Acumen Wealth Advisors, LLC History New 227 13 0.0% — 772 +227 New Q2 2026 Aug 03, 2026
SIGNATUREFD, LLC History Added to 235 13 0.0% 0.0% 770 +10 4.44% Q2 2026 Jul 23, 2026
YANKCOM Partnership History No change 226 13 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 21, 2026
BIRCHBROOK, INC. History New 215 12 0.01% — 776 +215 New Q2 2026 Jul 08, 2026
Highland Investment Advisors LLC History New 209 12 0.01% — 777 +209 New Q2 2026 Aug 13, 2026
Glassman Wealth Services History New 206 12 0.0% — 775 +206 New Q2 2026 Aug 05, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 206 12 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 04, 2026
Frazier Financial Advisors, LLC History No change 219 12 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History New 200 11 0.0% — 788 +200 New Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 189 11 0.0% 0.0% 778 +139 278.0% Q2 2026 Jul 14, 2026
Murphy & Mullick Capital Management Corp History Added to 200 11 0.01% 0.0% 787 +100 100.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History Reduced 206 11 0.0% 0.0% 783 -28 -11.97% Q2 2026 Jul 29, 2026
Pinnacle Bancorp, Inc. History Reduced 203 11 0.0% 0.0% 781 -5 -2.4% Q2 2026 Jul 28, 2026
BOK Financial Private Wealth, Inc. History No change 200 11 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 203 11 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 30, 2026
Prestige Wealth Management Group LLC History No change 195 11 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History No change 206 11 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 05, 2026
SWAN Capital LLC History No change 202 11 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 13, 2026
Accordant Advisory Group Inc History No change 199 11 0.01% 0.01% 786 0 0.0% Q2 2026 Jul 27, 2026
Nemes Rush Group LLC History No change 182 10 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 14, 2026
RMG Wealth Management LLC History New 155 9 0.0% — 790 +155 New Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History New 154 9 0.0% — 791 +154 New Q2 2026 Aug 06, 2026
Byrne Asset Management LLC History New 150 8 0.0% — 794 +150 New Q2 2026 Jul 07, 2026
Farmers & Merchants Trust Co of Chambersburg PA History New 140 8 0.0% — 793 +140 New Q2 2026 Jul 24, 2026
Avion Wealth History No change 144 8 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 31, 2026
Silver Grove Financial Group, Inc. History New 120 7 0.0% — 798 +120 New Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History New 119 7 0.0% — 797 +119 New Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 125 7 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 120 7 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 106 6 0.0% — 801 +106 New Q2 2026 Aug 13, 2026
Richard W. Paul & Associates, LLC History No change 105 6 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 110 6 0.0% 0.0% 800 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History New 94 5 0.0% — 806 +94 New Q2 2026 Aug 10, 2026
1 NORTH WEALTH SERVICES LLC History New 89 5 0.0% — 805 +89 New Q2 2026 Aug 03, 2026
Hilton Head Capital Partners, LLC History Reduced 88 5 0.0% 0.0% 804 -88 -50.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 100 5 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 95 5 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 13, 2026
Harborfront Financial Group LLC History New 79 4 0.02% — 814 +79 New Q2 2026 Aug 07, 2026
LifeSteps Financial, Inc. History New 70 4 0.0% — 813 +70 New Q2 2026 Jul 17, 2026
Rossby Financial, LCC History Added to 68 4 0.0% 0.0% 812 +5 7.94% Q2 2026 Aug 04, 2026
McIlrath & Eck, LLC History No change 86 4 0.0% 0.0% 807 0 0.0% Q1 2026 May 19, 2026
Morse Asset Management, Inc History No change 76 4 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 80 4 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 23, 2026
Aspect Partners, LLC History No change 76 4 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 16, 2026
Lummis Asset Management, LP History No change 70 4 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History New 53 3 0.0% — 817 +53 New Q2 2026 Jul 23, 2026
BARRETT & COMPANY, INC. History No change 63 3 0.0% 0.0% 815 0 0.0% Q2 2026 Jul 24, 2026
Heritage Wealth Advisors History No change 55 3 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 14, 2026
Pflug Koory, LLC History New 50 2 0.0% — 821 +50 New Q2 2026 Jul 21, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 44 2 0.0% 0.0% 820 -44 -50.0% Q2 2026 Jul 22, 2026
DUNCKER STREETT & CO INC History No change 43 2 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 35 2 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 23 1 0.0% 0.0% 823 -158 -87.29% Q2 2026 Jul 27, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 30 1 0.0% 0.0% 822 -30 -50.0% Q2 2026 Jul 14, 2026
Aventura Private Wealth, LLC History New 25 1 0.0% — 829 +25 New Q2 2026 Jul 15, 2026
Basepoint Wealth LLC History New 24 1 0.0% — 830 +24 New Q2 2026 Aug 10, 2026
WealthShield Partners, LLC History New 23 1 0.0% — 828 +23 New Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History New 18 1 0.0% — 827 +18 New Q2 2026 Jul 28, 2026
ATLAS CAPITAL ADVISORS INC. History No change 26 1 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 13, 2026
Red Tortoise LLC History No change 30 1 0.0% 0.0% 825 0 0.0% Q1 2026 Apr 21, 2026
Smartleaf Asset Management LLC History No change 20 1 0.0% — 826 0 0.0% Q2 2026 Aug 12, 2026
Cavalier Investments, LLC History Closed out 0 0 — 0.14% — -100,000 -100.0% Q2 2026 Aug 14, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 — 2.03% — -99,448 -100.0% Q2 2026 Jul 08, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.11% — -65,343 -100.0% Q2 2026 Aug 14, 2026
Stockman Wealth Management, Inc. History Closed out 0 0 — 0.34% — -61,200 -100.0% Q2 2026 Aug 11, 2026
EVOKE WEALTH, LLC History Closed out 0 0 — 0.06% — -60,779 -100.0% Q2 2026 Aug 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -53,800 -100.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.14% — -36,593 -100.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History Reduced 2 0 — 0.04% — -27,245 -99.99% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -26,310 -100.0% Q2 2026 Aug 14, 2026
Breachway Investments LLC History Closed out 0 0 — 1.29% — -25,969 -100.0% Q2 2026 Jul 13, 2026
Flaharty Asset Management, LLC History Closed out 0 0 — 0.05% — -7,385 -100.0% Q2 2026 Jul 08, 2026
LWM Advisory Services, LLC History Closed out 0 0 — 0.39% — -7,249 -100.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History Closed out 0 0 — 0.02% — -6,028 -100.0% Q2 2026 Jul 16, 2026
Madrid Wealth Management, LLC History Closed out 0 0 — 0.2% — -5,332 -100.0% Q2 2026 Jul 31, 2026
Advisor OS, LLC History Closed out 0 0 — 0.02% — -5,115 -100.0% Q2 2026 Aug 05, 2026
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.06% — -4,947 -100.0% Q2 2026 Jul 27, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.06% — -4,800 -100.0% Q2 2026 Jul 16, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -4,602 -100.0% Q2 2026 Aug 14, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 — 0.18% — -4,443 -100.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History Closed out 0 0 — 0.0% — -4,155 -100.0% Q2 2026 Aug 03, 2026
CHANNEL WEALTH LLC History Closed out 0 0 — 0.05% — -4,096 -100.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History Closed out 0 0 — 0.02% — -3,963 -100.0% Q2 2026 Jul 21, 2026
QUATTRO FINANCIAL ADVISORS LLC History Closed out 0 0 — 0.06% — -3,937 -100.0% Q2 2026 Jul 16, 2026
Krilogy Financial LLC History Closed out 0 0 — 0.01% — -3,738 -100.0% Q2 2026 Jul 27, 2026
True Link Financial Advisors, LLC History Closed out 0 0 — 0.01% — -2,110 -100.0% Q2 2026 Jul 31, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -1,054 -100.0% Q2 2026 Jul 20, 2026
WELLINGTON-ALTUS USA INC. History Closed out 0 0 — 0.03% — -1,000 -100.0% Q2 2026 Sep 17, 2026
WEBSTER BANK, N. A. History Closed out 0 0 — 0.0% — -768 -100.0% Q2 2026 Jul 20, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Closed out 0 0 — 0.0% — -767 -100.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History Closed out 0 0 — 0.0% — -455 -100.0% Q2 2026 Jul 28, 2026
Hughes Financial Services, LLC History Closed out 0 0 — 0.0% — -309 -100.0% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Closed out 0 0 — 0.0% — -281 -100.0% Q2 2026 Jul 31, 2026
DEUTSCHE BANK AG\ History Reduced 5 0 — 0.0% — -215 -97.73% Q2 2026 Aug 07, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.0% — -156 -100.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -101 -100.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.0% — -94 -100.0% Q2 2026 Aug 14, 2026
Clayton Financial Group LLC History Closed out 0 0 — 0.0% — -92 -100.0% Q2 2026 Jul 20, 2026
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -63 -100.0% Q2 2026 Aug 10, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.0% — -62 -100.0% Q2 2026 Jul 10, 2026
EASTERN BANK History Closed out 0 0 — 0.0% — -44 -100.0% Q2 2026 Jul 01, 2026
BALLAST ADVISORS LLC History Closed out 0 0 — 0.0% — -43 -100.0% Q2 2026 Aug 12, 2026
Mechanics Financial Corp History New 15 0 — — — +15 New Q2 2026 Aug 05, 2026
Signature Resources Capital Management, LLC History New 8 0 — — — +8 New Q2 2026 Jul 13, 2026
Beacon Capital Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Banque Cantonale Vaudoise History No change 1,157 0 — 0.0% — 0 0.0% Q2 2026 Jul 31, 2026