PIMCO ETF Trust - PYLD

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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Rows: 0
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 No change 25,058,752 664,558 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 23,403,799 620,668 0.08% 0.08% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 23,231,202 616,091 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 21,366,025 566,626 0.13% 0.13% 4 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 13,551,778 359,393 0.08% 0.08% 5 0 0.0% Q2 2026 Sep 23, 2026
Sequoia Financial Advisors, LLC History No change 12,401,335 328,883 1.64% 1.64% 6 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 11,494,387 304,831 0.3% 0.3% 7 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 9,859,536 261,474 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 7,947,837 210,776 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 7,572,736 200,828 6.49% 6.49% 10 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 7,451,681 197,618 0.92% 0.92% 11 0 0.0% Q2 2026 Aug 03, 2026
Pure Financial Advisors, LLC History No change 7,290,629 193,347 2.46% 2.46% 12 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History No change 7,173,455 190,240 4.83% 4.83% 13 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 6,448,357 171,010 0.51% 0.51% 14 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 5,611,008 148,803 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
WCG Wealth Advisors LLC History No change 5,410,406 143,483 3.4% 3.4% 16 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,161,831 136,685 0.75% 0.75% 17 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 4,500,000 119,340 0.41% 0.41% 18 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 4,417,609 117,154 0.68% 0.68% 19 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 4,271,419 113,278 2.64% 2.64% 20 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 4,138,380 109,749 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 4,068,193 107,888 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 06, 2026
Advocacy Wealth Management, LLC History No change 4,039,522 107,128 3.89% 3.89% 23 0 0.0% Q2 2026 Jul 29, 2026
Krilogy Financial LLC History No change 4,024,365 106,726 3.16% 3.16% 24 0 0.0% Q2 2026 Jul 27, 2026
Bluespring Wealth Management, LLC History No change 3,639,240 96,512 1.86% 1.86% 25 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 3,595,528 95,353 2.73% 2.73% 26 0 0.0% Q2 2026 Jul 22, 2026
GR FINANCIAL GROUP, LLC History No change 3,540,053 93,882 12.76% 12.76% 27 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Partners, LTD. History No change 3,351,391 88,878 0.89% 0.89% 28 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 3,280,700 87,004 4.19% 4.19% 29 0 0.0% Q2 2026 Jul 09, 2026
Horizon Investments, LLC History No change 3,289,695 86,321 0.95% 0.95% 30 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 3,176,022 84,233 0.1% 0.1% 31 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,168,820 84,037 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 2,982,984 79,108 0.11% 0.11% 33 0 0.0% Q2 2026 Aug 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,949,049 78,208 0.1% 0.1% 34 0 0.0% Q2 2026 Jul 29, 2026
Fragasso Financial Advisors Inc History No change 2,907,277 77,100 4.1% 4.1% 35 0 0.0% Q2 2026 Jul 09, 2026
Summit Financial, LLC History No change 2,847,673 75,520 0.83% 0.83% 36 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 2,780,125 73,728 0.88% 0.88% 37 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 2,550,369 67,635 0.06% 0.06% 38 0 0.0% Q2 2026 Aug 12, 2026
Falcon Wealth Planning History No change 2,529,761 67,089 4.24% 4.24% 39 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 2,499,439 66,285 0.81% 0.81% 40 0 0.0% Q2 2026 Jul 22, 2026
Journey Advisory Group, LLC History No change 2,392,375 63,445 4.85% 4.85% 41 0 0.0% Q2 2026 Aug 04, 2026
Family Investment Center, Inc. History No change 2,392,376 63,445 10.54% 10.54% 42 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,321,549 61,056 0.1% 0.1% 43 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,097,186 55,617 0.13% 0.13% 44 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,895,527 50,269 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 1,884,416 49,974 5.81% 5.81% 46 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 1,882,771 49,931 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 12, 2026
RiverFront Investment Group, LLC History No change 1,874,759 49,718 0.66% 0.66% 48 0 0.0% Q2 2026 Jul 29, 2026
Vickerman Investment Advisors, Inc. History No change 1,847,265 48,989 9.51% 9.51% 49 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,813,823 48,102 7.32% 7.32% 50 0 0.0% Q2 2026 Jul 14, 2026
GeoWealth Management, LLC History No change 1,809,414 47,985 1.51% 1.51% 51 0 0.0% Q2 2026 Jul 30, 2026
Stratos Investment Management, LLC History No change 1,806,183 47,899 1.73% 1.73% 52 0 0.0% Q2 2026 Aug 11, 2026
Kensington Asset Management, LLC History No change 1,740,431 46,156 2.52% 2.52% 53 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 1,732,584 45,948 0.45% 0.45% 54 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 1,718,818 45,583 0.38% 0.38% 55 0 0.0% Q2 2026 Aug 06, 2026
Sunflower Bank, N.A. History No change 1,702,327 45,145 10.79% 10.79% 56 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 1,700,919 45,108 0.81% 0.81% 57 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Concepts LLC History No change 1,697,605 45,020 0.29% 0.29% 58 0 0.0% Q2 2026 Sep 08, 2026
Waterway Wealth Management, LLC History No change 1,712,385 43,492 8.88% 8.88% 59 0 0.0% Q2 2026 Jul 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,616,850 42,878 5.69% 5.69% 60 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,607,750 42,685 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 1,573,225 41,721 4.22% 4.22% 62 0 0.0% Q2 2026 Jul 21, 2026
RFG HOLDINGS, INC. History No change 1,572,195 41,694 8.74% 8.74% 63 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 1,545,743 40,993 0.19% 0.19% 64 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 1,516,100 40,206 0.63% 0.63% 65 0 0.0% Q2 2026 Jul 15, 2026
Wall Capital Group, Inc. History No change 1,437,849 38,131 31.21% 31.21% 66 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC History Reduced 1,428,056 36,258 2.67% 3.01% 67 -67,903 -4.54% Q3 2026 Oct 01, 2026
Annex Advisory Services, LLC History No change 1,344,720 35,661 0.61% 0.61% 68 0 0.0% Q2 2026 Jul 10, 2026
Crestmont Private Wealth LLC History No change 1,336,497 35,443 9.94% 9.94% 69 0 0.0% Q2 2026 Aug 07, 2026
Sheridan Capital Management, LLC History No change 1,335,771 35,424 17.05% 17.05% 70 0 0.0% Q2 2026 Aug 07, 2026
Aprio Wealth Management, LLC History No change 1,335,187 35,409 1.75% 1.75% 71 0 0.0% Q2 2026 Jul 24, 2026
Wealth Alliance Advisory Group, LLC History No change 1,331,309 35,306 5.11% 5.11% 72 0 0.0% Q2 2026 Jul 23, 2026
D.B. Root & Company, LLC History No change 1,320,319 35,014 7.44% 7.44% 73 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 1,291,743 34,257 0.65% 0.65% 74 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Point Capital Management ULC History No change 1,268,316 33,635 1.91% 1.91% 75 0 0.0% Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History No change 1,230,054 32,621 2.64% 2.64% 76 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 1,224,956 32,485 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 13, 2026
Heirloom Wealth Management History No change 1,214,464 32,207 4.67% 4.67% 78 0 0.0% Q2 2026 Aug 03, 2026
Bridgewealth Advisory Group, LLC History No change 1,201,920 31,874 6.02% 6.02% 79 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 1,164,979 30,895 0.06% 0.06% 80 0 0.0% Q2 2026 Aug 05, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 1,162,951 30,841 5.32% 5.32% 81 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 1,162,002 30,816 0.17% 0.17% 82 0 0.0% Q2 2026 Jul 24, 2026
Allen Capital Group, LLC History No change 1,157,019 30,684 2.5% 2.5% 83 0 0.0% Q2 2026 Jul 27, 2026
Intrua Financial, LLC History No change 1,150,669 30,515 2.8% 2.8% 84 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 1,143,208 30,317 1.55% 1.55% 85 0 0.0% Q2 2026 Aug 04, 2026
Visionary Wealth Advisors History No change 1,082,344 28,703 1.13% 1.13% 86 0 0.0% Q2 2026 Aug 13, 2026
Pictet North America Advisors SA History No change 1,054,118 27,955 2.46% 2.46% 87 0 0.0% Q2 2026 Jul 24, 2026
Drake & Associates, LLC History No change 1,036,295 27,482 4.63% 4.63% 88 0 0.0% Q2 2026 Aug 10, 2026
Mason & Associates, LLC History No change 1,026,348 27,218 5.66% 5.66% 89 0 0.0% Q2 2026 Jul 14, 2026
Wealthcare Advisory Partners LLC History No change 1,025,937 27,207 0.52% 0.52% 90 0 0.0% Q2 2026 Jul 09, 2026
Essex Financial Services, Inc. History No change 998,121 26,470 1.32% 1.32% 91 0 0.0% Q2 2026 Aug 10, 2026
EnRich Financial Partners LLC History No change 973,138 25,807 6.13% 6.13% 92 0 0.0% Q2 2026 Jul 27, 2026
Sanchez Wealth Management Group History No change 962,189 25,517 4.47% 4.47% 93 0 0.0% Q2 2026 Jul 27, 2026
Gemmer Asset Management LLC History No change 957,658 25,397 1.71% 1.71% 94 0 0.0% Q2 2026 Jul 15, 2026
Creative Capital Management Investments LLC History No change 952,568 25,262 5.83% 5.83% 95 0 0.0% Q2 2026 Jul 24, 2026
VANCE WEALTH, LLC History No change 944,426 25,046 5.64% 5.64% 96 0 0.0% Q2 2026 Aug 14, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 938,524 24,889 3.56% 3.56% 97 0 0.0% Q2 2026 Jul 23, 2026
Welch Group, LLC History No change 913,614 24,229 0.83% 0.83% 98 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 909,398 24,117 0.63% 0.63% 99 0 0.0% Q2 2026 Aug 14, 2026
Members Advisory Group LLC History No change 909,360 24,116 6.73% 6.73% 100 0 0.0% Q2 2026 Jul 15, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 908,395 24,090 2.74% 2.74% 101 0 0.0% Q2 2026 Jul 07, 2026
First Heartland Consultants, Inc. History No change 889,771 23,596 1.53% 1.53% 102 0 0.0% Q2 2026 Jul 08, 2026
MinichMacGregor Wealth Management, LLC History No change 883,704 23,435 3.56% 3.56% 103 0 0.0% Q2 2026 Jul 16, 2026
Orion Porfolio Solutions, LLC History No change 880,493 23,350 0.18% 0.18% 104 0 0.0% Q2 2026 Aug 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 875,246 23,211 6.22% 6.22% 105 0 0.0% Q2 2026 Jul 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 865,182 22,944 0.4% 0.4% 106 0 0.0% Q2 2026 Jul 23, 2026
FIRST AMERICAN TRUST, FSB History No change 864,767 22,933 1.38% 1.38% 107 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 861,435 22,845 0.11% 0.11% 108 0 0.0% Q2 2026 Aug 13, 2026
Trajan Wealth LLC History No change 848,600 22,504 0.85% 0.85% 109 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 837,408 22,208 0.07% 0.07% 110 0 0.0% Q2 2026 Jul 28, 2026
Legacy Financial Advisors, Inc. History No change 836,433 22,182 2.7% 2.7% 111 0 0.0% Q2 2026 Aug 05, 2026
Great Point Wealth Advisors, LLC History No change 831,789 22,059 3.56% 3.56% 112 0 0.0% Q2 2026 Jul 23, 2026
BIP Wealth, LLC History No change 824,278 21,859 0.62% 0.62% 113 0 0.0% Q2 2026 Aug 03, 2026
LexAurum Advisors, LLC History No change 813,864 21,583 2.49% 2.49% 114 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 770,116 20,423 0.08% 0.08% 115 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 758,272 20,109 2.11% 2.11% 116 0 0.0% Q2 2026 Jul 28, 2026
DAHRING | CUSMANO LLC History No change 755,064 20,024 10.56% 10.56% 117 0 0.0% Q2 2026 Jul 28, 2026
Alliance Private Wealth, LLC History No change 745,869 19,780 6.87% 6.87% 118 0 0.0% Q2 2026 Jul 09, 2026
CreativeOne Wealth, LLC History No change 744,439 19,742 0.43% 0.43% 119 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 740,647 19,641 4.51% 4.51% 120 0 0.0% Q2 2026 Jul 27, 2026
Scott Capital Advisors, LLC History No change 740,151 19,628 3.07% 3.07% 121 0 0.0% Q2 2026 Jul 10, 2026
Family Manage LLC History No change 739,391 19,608 2.01% 2.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 737,516 19,558 0.17% 0.17% 123 0 0.0% Q2 2026 Jul 27, 2026
True North Advisors, LLC History No change 720,470 19,106 1.83% 1.83% 124 0 0.0% Q2 2026 Jul 22, 2026
Symphony Financial Services, Inc. History No change 717,840 19,037 8.55% 8.55% 125 0 0.0% Q2 2026 Jul 22, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 713,179 18,913 0.97% 0.97% 126 0 0.0% Q2 2026 Jul 31, 2026
Wagner Wealth Management, LLC History No change 711,351 18,865 3.49% 3.49% 127 0 0.0% Q2 2026 Jul 24, 2026
EQ WEALTH ADVISORS, LLC History No change 710,027 18,829 10.35% 10.35% 128 0 0.0% Q2 2026 Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 706,989 18,749 0.41% 0.41% 129 0 0.0% Q2 2026 Jul 17, 2026
Stokes Capital Advisors, LLC History No change 696,655 18,475 3.96% 3.96% 130 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Management, LLC History No change 695,219 18,437 11.42% 11.42% 131 0 0.0% Q2 2026 Jul 22, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 691,288 18,332 8.54% 8.54% 132 0 0.0% Q2 2026 Jul 17, 2026
Beta Wealth Group, Inc. History No change 691,099 18,327 6.87% 6.87% 133 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 689,682 18,290 0.09% 0.09% 134 0 0.0% Q2 2026 Jul 13, 2026
O'Connor Financial Group LLC History No change 680,796 18,054 6.39% 6.39% 135 0 0.0% Q2 2026 Jul 17, 2026
Kozak & Associates, Inc. History No change 681,232 17,943 3.11% 3.11% 136 0 0.0% Q2 2026 Jul 02, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 667,152 17,692 5.24% 5.24% 137 0 0.0% Q2 2026 Jul 31, 2026
Base Wealth Management LLC History No change 657,199 17,428 8.11% 8.11% 138 0 0.0% Q2 2026 Jul 22, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 644,671 17,096 4.65% 4.65% 139 0 0.0% Q2 2026 Jul 24, 2026
Financial Futures Ltd Liability Co. History No change 639,399 16,956 6.46% 6.46% 140 0 0.0% Q2 2026 Jul 27, 2026
Beacon Capital Management, Inc. History No change 619,725 16,435 0.99% 0.99% 141 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 611,946 16,228 0.35% 0.35% 142 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 607,691 16,115 1.64% 1.64% 143 0 0.0% Q2 2026 Aug 13, 2026
Northside Capital Management, LLC History No change 599,905 15,909 1.3% 1.3% 144 0 0.0% Q2 2026 Jul 10, 2026
San Luis Wealth Advisors LLC History No change 590,775 15,667 2.36% 2.36% 145 0 0.0% Q2 2026 Jul 16, 2026
Astoria Portfolio Advisors LLC. History No change 578,797 15,349 2.59% 2.59% 146 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 575,329 15,257 0.17% 0.17% 147 0 0.0% Q2 2026 Aug 10, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 562,645 14,921 0.36% 0.36% 148 0 0.0% Q2 2026 Jul 31, 2026
Gateway Wealth Partners, LLC History No change 558,957 14,823 0.89% 0.89% 149 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 556,814 14,766 0.5% 0.5% 150 0 0.0% Q2 2026 Jul 24, 2026
Cerity Partners LLC History No change 555,131 14,721 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 14, 2026
CLG LLC History No change 554,611 14,708 3.23% 3.23% 152 0 0.0% Q2 2026 Jul 16, 2026
Copper Harbor Investment Advisors, LLC History No change 552,734 14,658 3.1% 3.1% 153 0 0.0% Q2 2026 Jul 23, 2026
Atria Investments, Inc History No change 544,755 14,446 0.14% 0.14% 154 0 0.0% Q2 2026 Jul 28, 2026
Brookstone Capital Management History No change 543,086 14,402 0.14% 0.14% 155 0 0.0% Q2 2026 Jul 15, 2026
ABLE Financial Group, LLC History No change 537,848 14,263 2.39% 2.39% 156 0 0.0% Q2 2026 Jul 22, 2026
VICUS CAPITAL History No change 518,936 13,762 0.89% 0.89% 157 0 0.0% Q2 2026 Aug 05, 2026
Mueller Wealth, LLC History No change 505,932 13,417 9.13% 9.13% 158 0 0.0% Q2 2026 Aug 03, 2026
ERn Financial, LLC History No change 500,101 13,262 2.19% 2.19% 159 0 0.0% Q2 2026 Jul 23, 2026
Avondale Wealth Management History No change 496,901 13,177 5.37% 5.37% 160 0 0.0% Q2 2026 Jul 13, 2026
Stratos Wealth Advisors, LLC History No change 491,098 13,023 0.72% 0.72% 161 0 0.0% Q2 2026 Aug 11, 2026
Kelman-Lazarov, Inc. History No change 489,951 12,993 1.7% 1.7% 162 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 489,698 12,986 0.87% 0.87% 163 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 489,335 12,977 1.42% 1.42% 164 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 488,746 12,961 3.98% 3.98% 165 0 0.0% Q2 2026 Jul 21, 2026
Grey Ledge Advisors, LLC History No change 487,321 12,923 2.6% 2.6% 166 0 0.0% Q2 2026 Jul 27, 2026
Mid-American Wealth Advisory Group, Inc. History No change 477,497 12,663 4.58% 4.58% 167 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 477,515 12,663 0.1% 0.1% 168 0 0.0% Q2 2026 Jul 17, 2026
Vigilare Wealth Management History No change 476,258 12,630 3.87% 3.87% 169 0 0.0% Q2 2026 Jul 06, 2026
Johnson & White Wealth Management, LLC History No change 463,895 12,302 4.6% 4.6% 170 0 0.0% Q2 2026 Jul 16, 2026
Hopwood Nicholas Hunter History No change 461,330 12,234 3.36% 3.36% 171 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 451,206 11,965 0.07% 0.07% 172 0 0.0% Q2 2026 Aug 17, 2026
Breakwater Capital Group History No change 449,562 11,922 1.43% 1.43% 173 0 0.0% Q2 2026 Jul 08, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 445,882 11,824 1.35% 1.35% 174 0 0.0% Q2 2026 Aug 10, 2026
Pasadena Private Wealth, LLC History No change 444,116 11,777 1.5% 1.5% 175 0 0.0% Q2 2026 Aug 10, 2026
Optimus Capital Advisors, LLC History No change 433,159 11,487 6.17% 6.17% 176 0 0.0% Q2 2026 Jul 16, 2026
Tidal Investments LLC History No change 431,764 11,450 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 13, 2026
White Pine Investment CO History No change 421,294 11,173 2.38% 2.38% 178 0 0.0% Q2 2026 Jul 20, 2026
Selby Wealth Management, LLC History No change 420,915 11,162 3.96% 3.96% 179 0 0.0% Q2 2026 Jul 09, 2026
LHM, INC. History No change 412,593 10,941 3.73% 3.73% 180 0 0.0% Q2 2026 Aug 12, 2026
WESPAC Advisors SoCal, LLC History No change 408,065 10,821 1.93% 1.93% 181 0 0.0% Q2 2026 Jul 16, 2026
Precision Wealth Strategies, LLC History No change 401,260 10,641 3.21% 3.21% 182 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Alliance LLC History No change 401,140 10,638 0.72% 0.72% 183 0 0.0% Q2 2026 Jul 20, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 398,349 10,564 3.1% 3.1% 184 0 0.0% Q2 2026 Aug 10, 2026
Wayfinding Financial, LLC History No change 396,619 10,518 3.98% 3.98% 185 0 0.0% Q2 2026 Aug 13, 2026
S.E.E.D. Planning Group LLC History Reduced 412,269 10,467 2.56% 2.89% 186 -660 -0.16% Q3 2026 Oct 07, 2026
TRUIST FINANCIAL CORP History No change 389,377 10,326 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 28, 2026
SENTINEL PENSION ADVISORS, LLC History No change 392,208 10,307 1.35% 1.35% 188 0 0.0% Q2 2026 Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 380,100 10,080 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 13, 2026
Richard W. Paul & Associates, LLC History No change 374,816 9,940 3.04% 3.04% 190 0 0.0% Q2 2026 Aug 10, 2026
HANCOCK WHITNEY CORP History No change 371,308 9,847 0.16% 0.16% 191 0 0.0% Q2 2026 Aug 14, 2026
J HAGAN CAPITAL, INC. History No change 369,804 9,807 4.54% 4.54% 192 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 364,987 9,679 0.12% 0.12% 193 0 0.0% Q2 2026 Aug 05, 2026
Alexis Investment Partners, LLC History No change 362,977 9,651 5.64% 5.64% 194 0 0.0% Q2 2026 Jul 23, 2026
Private Advisory Group LLC History No change 363,816 9,648 0.52% 0.52% 195 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 363,294 9,634 0.15% 0.15% 196 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 362,426 9,611 0.46% 0.46% 197 0 0.0% Q2 2026 Jul 28, 2026
Strata Wealth Advisors, LLC History No change 356,720 9,460 2.31% 2.31% 198 0 0.0% Q2 2026 Aug 05, 2026
PAX Financial Group, LLC History No change 353,346 9,370 1.39% 1.39% 199 0 0.0% Q2 2026 Aug 05, 2026
MEANS INVESTMENT CO., INC. History No change 347,052 9,203 0.69% 0.69% 200 0 0.0% Q2 2026 Aug 14, 2026
Econ Financial Services Corp History No change 344,963 9,148 4.27% 4.27% 201 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 344,308 9,131 1.21% 1.21% 202 0 0.0% Q2 2026 Aug 04, 2026
Weaver Consulting Group History Added to 358,989 9,114 1.77% 1.48% 203 +86,442 31.72% Q3 2026 Oct 07, 2026
Capital Analysts, LLC History No change 343,523 9,110 0.21% 0.21% 204 0 0.0% Q2 2026 Aug 05, 2026
Rollins Financial Advisors, LLC History No change 341,376 9,053 1.19% 1.19% 205 0 0.0% Q2 2026 Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 339,660 9,007 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 337,213 8,942 0.45% 0.45% 207 0 0.0% Q2 2026 Jul 16, 2026
Focus Partners Advisor Solutions, LLC History No change 336,206 8,916 0.08% 0.08% 208 0 0.0% Q2 2026 Aug 06, 2026
Integrity Investment Advisors, LLC History No change 336,197 8,915 3.88% 3.88% 209 0 0.0% Q2 2026 Jul 21, 2026
JPMORGAN CHASE & CO History No change 334,517 8,894 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 327,937 8,696 0.12% 0.12% 211 0 0.0% Q2 2026 Aug 12, 2026
Great Diamond Partners, LLC History No change 321,748 8,532 1.47% 1.47% 212 0 0.0% Q2 2026 Jul 17, 2026
GOLDMAN SACHS GROUP INC History No change 318,727 8,452 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
Refined Wealth Management History No change 317,941 8,431 5.09% 5.09% 214 0 0.0% Q2 2026 Jul 21, 2026
Brick & Kyle, Associates History No change 321,772 8,430 2.78% 2.78% 215 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 311,937 8,279 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 14, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 311,660 8,265 0.98% 0.98% 217 0 0.0% Q2 2026 Aug 05, 2026
Wealth Enhancement Trust Services, Inc. History Added to 321,756 8,169 0.87% 0.52% 218 +145,087 82.12% Q3 2026 Oct 07, 2026
Delta Investment Management, LLC History No change 307,572 8,156 1.34% 1.34% 219 0 0.0% Q2 2026 Aug 13, 2026
Sentinel Advisory Group, LLC History No change 303,561 8,050 3.29% 3.29% 220 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 300,508 7,969 0.77% 0.77% 221 0 0.0% Q2 2026 Jul 31, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 299,343 7,938 0.34% 0.34% 222 0 0.0% Q2 2026 Jul 21, 2026
LVW Advisors, LLC History No change 299,338 7,938 0.69% 0.69% 223 0 0.0% Q2 2026 Jul 15, 2026
ODonnell Financial Services, LLC History No change 295,750 7,843 2.31% 2.31% 224 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 294,792 7,817 0.07% 0.07% 225 0 0.0% Q2 2026 Aug 06, 2026
Landmark Wealth Management, LLC History No change 290,580 7,706 1.84% 1.84% 226 0 0.0% Q2 2026 Aug 10, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 286,937 7,609 3.07% 3.07% 227 0 0.0% Q2 2026 Aug 06, 2026
Coastal Bridge Advisors, LLC History No change 286,156 7,588 0.47% 0.47% 228 0 0.0% Q2 2026 Aug 17, 2026
J.W. COLE ADVISORS, INC. History No change 283,760 7,525 0.13% 0.13% 229 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 282,691 7,496 0.14% 0.14% 230 0 0.0% Q2 2026 Aug 07, 2026
Argo Wealth Advisory, LLC History No change 282,413 7,489 4.13% 4.13% 231 0 0.0% Q2 2026 Aug 07, 2026
Wagner Wealth Management, Corp History No change 279,015 7,399 5.98% 5.98% 232 0 0.0% Q2 2026 Aug 10, 2026
Hedeker Wealth, LLC History No change 277,901 7,369 1.41% 1.41% 233 0 0.0% Q2 2026 Aug 04, 2026
Security Financial Services, INC. History No change 273,533 7,254 1.01% 1.01% 234 0 0.0% Q2 2026 Jul 15, 2026
NATIXIS ADVISORS, LLC History No change 273,513 7,253 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 272,129 7,216 0.21% 0.21% 236 0 0.0% Q2 2026 Aug 11, 2026
CarsonAllaria Wealth Management, Ltd. History No change 272,041 7,214 3.13% 3.13% 237 0 0.0% Q2 2026 Jul 28, 2026
Hobbs Group Advisors, LLC History No change 271,562 7,201 1.89% 1.89% 238 0 0.0% Q2 2026 Aug 13, 2026
J. Mark Nickell & Co. History No change 271,036 7,187 5.73% 5.73% 239 0 0.0% Q2 2026 Aug 11, 2026
LifeGoal Investments, LLC History No change 267,867 7,103 3.25% 3.25% 240 0 0.0% Q2 2026 Jul 08, 2026
Beacon Pointe Advisors, LLC History No change 266,935 7,079 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 18, 2026
Eldridge Investment Advisors, Inc. History No change 264,586 7,016 1.39% 1.39% 242 0 0.0% Q2 2026 Aug 10, 2026
SHARPEPOINT LLC History No change 264,513 7,014 3.51% 3.51% 243 0 0.0% Q2 2026 Jul 29, 2026
Asset Advisory Group, Inc. History No change 264,308 7,009 3.06% 3.06% 244 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 263,002 6,974 0.07% 0.07% 245 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 261,211 6,927 0.68% 0.68% 246 0 0.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History No change 260,520 6,908 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 254,684 6,754 0.6% 0.6% 248 0 0.0% Q2 2026 Aug 17, 2026
Mirae Asset Global Investments Co., Ltd. History No change 250,100 6,632 0.01% 0.01% 249 0 0.0% Q2 2026 Jul 22, 2026
BCGM Wealth Management, LLC History No change 249,054 6,604 1.4% 1.4% 250 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 247,423 6,561 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 06, 2026
Williams & Novak, LLC History No change 241,985 6,417 4.24% 4.24% 252 0 0.0% Q2 2026 Jul 08, 2026
Oak Wealth Advisors LLC History No change 240,569 6,379 3.06% 3.06% 253 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 240,348 6,374 0.12% 0.12% 254 0 0.0% Q2 2026 Aug 12, 2026
Vermillion & White Wealth Management Group, LLC History No change 231,757 6,165 3.12% 3.12% 255 0 0.0% Q2 2026 Aug 18, 2026
Centerpoint Advisory Group History No change 231,003 6,126 3.88% 3.88% 256 0 0.0% Q2 2026 Jul 29, 2026
KINTRA WEALTH, LLC History No change 232,941 6,117 0.32% 0.32% 257 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 230,160 6,103 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 224,624 5,957 0.11% 0.11% 259 0 0.0% Q2 2026 Aug 11, 2026
PMG Wealth Management, Inc. History No change 221,881 5,853 3.62% 3.62% 260 0 0.0% Q2 2026 Aug 05, 2026
Overbrook Management Corp History No change 219,545 5,822 0.88% 0.88% 261 0 0.0% Q2 2026 Jul 30, 2026
Brookwood Investment Group LLC History No change 217,793 5,775 0.65% 0.65% 262 0 0.0% Q2 2026 Jul 23, 2026
Walkner Condon Financial Advisors LLC History No change 217,107 5,757 0.66% 0.66% 263 0 0.0% Q2 2026 Jul 27, 2026
Foundry Financial LLC History No change 216,643 5,745 1.93% 1.93% 264 0 0.0% Q2 2026 Jul 21, 2026
AJ Advisors, LLC History No change 216,205 5,733 1.78% 1.78% 265 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 216,017 5,728 0.05% 0.05% 266 0 0.0% Q2 2026 Aug 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 215,428 5,713 2.48% 2.48% 267 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 215,346 5,710 0.25% 0.25% 268 0 0.0% Q2 2026 Jul 31, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 214,006 5,675 1.48% 1.48% 269 0 0.0% Q2 2026 Jul 13, 2026
JANE STREET GROUP, LLC History No change 211,097 5,598 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
USAdvisors Wealth Management, LLC History No change 210,862 5,592 1.6% 1.6% 271 0 0.0% Q2 2026 Jul 29, 2026
Jeter Robert S II History No change 210,374 5,532 5.3% 5.3% 272 0 0.0% Q2 2026 Jul 13, 2026
CENTAURUS FINANCIAL, INC. History No change 208,153 5,520 0.21% 0.21% 273 0 0.0% Q2 2026 Aug 17, 2026
Western Wealth Management, LLC History No change 205,245 5,443 0.18% 0.18% 274 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Investment Management LLC History No change 203,817 5,405 4.9% 4.9% 275 0 0.0% Q2 2026 Aug 10, 2026
SlateStone Wealth, LLC History No change 202,700 5,376 0.41% 0.41% 276 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 202,407 5,367 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Group, LLC / IL History No change 199,833 5,299 1.29% 1.29% 278 0 0.0% Q2 2026 Jul 30, 2026
IAG Wealth Partners, LLC History No change 198,523 5,264 0.52% 0.52% 279 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 198,141 5,254 0.69% 0.69% 280 0 0.0% Q2 2026 Aug 11, 2026
Palouse Capital Management, Inc. History No change 197,177 5,229 3.26% 3.26% 281 0 0.0% Q2 2026 Jul 08, 2026
AdvisorNet Financial, Inc History No change 196,585 5,213 0.24% 0.24% 282 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 192,820 5,113 0.09% 0.09% 283 0 0.0% Q2 2026 Jul 14, 2026
Apollon Financial, LLC History No change 192,669 5,109 0.6% 0.6% 284 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 191,881 5,088 0.03% 0.03% 285 0 0.0% Q2 2026 Jul 20, 2026
RiverTree Advisors, LLC History No change 191,819 5,087 3.0% 3.0% 286 0 0.0% Q2 2026 Jul 22, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 191,761 5,085 1.46% 1.46% 287 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 190,708 5,057 1.02% 1.02% 288 0 0.0% Q2 2026 Jul 17, 2026
Destiny Wealth Partners, LLC History No change 192,418 5,031 0.71% 0.71% 289 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 186,106 4,935 0.02% 0.02% 290 0 0.0% Q2 2026 Sep 23, 2026
Independent Solutions Wealth Management, LLC History No change 183,119 4,856 0.63% 0.63% 291 0 0.0% Q2 2026 Jul 29, 2026
Tennessee Valley Asset Management Partners History No change 182,431 4,838 0.53% 0.53% 292 0 0.0% Q2 2026 Aug 10, 2026
FLOW TRADERS U.S. LLC History No change 181,157 4,804 0.2% 0.2% 293 0 0.0% Q2 2026 Aug 14, 2026
OmniStar Financial Group, Inc. History No change 180,282 4,781 2.2% 2.2% 294 0 0.0% Q2 2026 Jul 27, 2026
Mayfair Advisory Group, LLC History No change 177,129 4,624 1.39% 1.39% 295 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 174,004 4,614 0.21% 0.21% 296 0 0.0% Q2 2026 Aug 04, 2026
Parallel Advisors, LLC History No change 173,854 4,610 0.07% 0.07% 297 0 0.0% Q2 2026 Aug 05, 2026
Prasad Wealth Partners, LLC History No change 173,521 4,601 1.11% 1.11% 298 0 0.0% Q2 2026 Jul 29, 2026
RETIREMENT GUYS FORMULA LLC History No change 167,989 4,455 1.68% 1.68% 299 0 0.0% Q2 2026 Jul 30, 2026
NavPoint Financial, Inc. History No change 167,626 4,445 1.65% 1.65% 300 0 0.0% Q2 2026 Jul 23, 2026
SMITH, MOORE & CO. History No change 167,347 4,438 0.29% 0.29% 301 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 158,232 4,196 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 12, 2026
Legacy Capital Group California, Inc. History No change 157,121 4,166 1.26% 1.26% 303 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 156,728 4,156 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 05, 2026
SteelPeak Wealth, LLC History No change 156,272 4,144 0.11% 0.11% 305 0 0.0% Q2 2026 Jul 13, 2026
Investment Partners Asset Management, Inc. History No change 156,057 4,138 2.3% 2.3% 306 0 0.0% Q2 2026 Jul 24, 2026
PKS Advisory Services, LLC History No change 153,927 4,082 0.65% 0.65% 307 0 0.0% Q2 2026 Aug 04, 2026
StoneCrest Wealth Management, Inc. History No change 151,897 4,028 1.29% 1.29% 308 0 0.0% Q2 2026 Jul 09, 2026
John W. Brooker & Co., CPAs History No change 151,602 4,020 4.86% 4.86% 309 0 0.0% Q2 2026 Jul 20, 2026
Stonebridge Financial Planning Group, LLC History No change 145,012 3,845 1.22% 1.22% 310 0 0.0% Q2 2026 Jul 31, 2026
BAM Wealth Management, LLC History No change 144,027 3,819 2.39% 2.39% 311 0 0.0% Q2 2026 Jul 14, 2026
Intelligence Driven Advisers, LLC History No change 143,209 3,797 0.62% 0.62% 312 0 0.0% Q2 2026 Aug 06, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 143,598 3,782 0.43% 0.43% 313 0 0.0% Q2 2026 Jul 07, 2026
Tranquilli Financial Advisor LLC History No change 139,690 3,704 1.99% 1.99% 314 0 0.0% Q2 2026 Aug 07, 2026
White & Co Financial Planning Inc History No change 139,566 3,701 2.29% 2.29% 315 0 0.0% Q2 2026 Jul 15, 2026
FAS Wealth Partners, Inc. History No change 138,434 3,671 0.19% 0.19% 316 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 138,057 3,661 0.33% 0.33% 317 0 0.0% Q2 2026 Jul 22, 2026
Arkadios Wealth Advisors History No change 137,968 3,658 0.06% 0.06% 318 0 0.0% Q2 2026 Aug 10, 2026
GSG Advisors LLC History No change 137,915 3,657 0.8% 0.8% 319 0 0.0% Q2 2026 Aug 13, 2026
Trek Financial, LLC History No change 137,509 3,646 0.18% 0.18% 320 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 134,761 3,573 1.13% 1.13% 321 0 0.0% Q2 2026 Aug 14, 2026
Quad-Cities Investment Group, LLC History No change 134,281 3,561 1.28% 1.28% 322 0 0.0% Q2 2026 Jul 07, 2026
Spectrum Advisors, Inc. History No change 132,885 3,524 2.49% 2.49% 323 0 0.0% Q2 2026 Oct 07, 2026
Composition Wealth, LLC History No change 131,126 3,477 0.04% 0.04% 324 0 0.0% Q2 2026 Jul 22, 2026
JMG Financial Group, Ltd. History No change 130,388 3,457 0.08% 0.08% 325 0 0.0% Q2 2026 Jul 31, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 221,617 3,443 0.17% 0.17% 326 0 0.0% Q2 2026 Aug 11, 2026
RMR Wealth Builders History No change 129,298 3,428 0.21% 0.21% 327 0 0.0% Q2 2026 Jul 24, 2026
CIBC WORLD MARKET INC. History No change 129,082 3,423 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 128,536 3,408 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 128,394 3,405 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 13, 2026
Sprinkle Financial Consultants LLC History No change 127,113 3,371 1.32% 1.32% 331 0 0.0% Q2 2026 Jul 08, 2026
Noble Wealth Management PBC History Reduced 132,664 3,368 1.51% 1.69% 332 -9,571 -6.73% Q3 2026 Oct 01, 2026
Kingsview Wealth Management, LLC History No change 126,593 3,357 0.04% 0.04% 333 0 0.0% Q2 2026 Aug 18, 2026
Slagle Financial, LLC History No change 124,463 3,300 0.99% 0.99% 334 0 0.0% Q2 2026 Jul 29, 2026
ADVISORTRUST PARTNERS, LLC History No change 121,608 3,225 1.1% 1.1% 335 0 0.0% Q2 2026 Aug 10, 2026
Schuylkill Financial LLC History No change 121,061 3,210 2.97% 2.97% 336 0 0.0% Q2 2026 Aug 07, 2026
Wealth Advisors of Iowa, LLC History No change 120,718 3,201 0.87% 0.87% 337 0 0.0% Q2 2026 Jul 30, 2026
Elevated Capital Advisors, LLC History No change 120,324 3,190 0.88% 0.88% 338 0 0.0% Q2 2026 Aug 03, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 124,819 3,169 2.99% 2.93% 339 +16,496 15.23% Q3 2026 Oct 07, 2026
Centennial Wealth Advisory LLC History No change 119,269 3,163 0.68% 0.68% 340 0 0.0% Q2 2026 Jul 13, 2026
Ashton Thomas Private Wealth, LLC History No change 118,389 3,139 0.07% 0.07% 341 0 0.0% Q2 2026 Jul 29, 2026
Autumn Glory Partners, LLC History No change 117,499 3,116 0.88% 0.88% 342 0 0.0% Q2 2026 Aug 03, 2026
Sovereign Financial Group, Inc. History No change 115,903 3,073 0.47% 0.47% 343 0 0.0% Q2 2026 Jul 24, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 115,274 3,057 0.31% 0.31% 344 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 115,096 3,052 0.04% 0.04% 345 0 0.0% Q2 2026 Jul 20, 2026
Taylor & Morgan Wealth Management, LLC History No change 110,942 2,942 1.45% 1.45% 346 0 0.0% Q2 2026 Jul 10, 2026
Wisconsin Wealth Advisors, LLC History No change 110,272 2,924 2.51% 2.51% 347 0 0.0% Q2 2026 Jul 07, 2026
Arax Advisory Partners History No change 107,505 2,851 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 10, 2026
Foundry Financial Group, Inc. History No change 106,736 2,830 1.22% 1.22% 349 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 102,614 2,721 1.74% 1.74% 350 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 102,406 2,715 0.06% 0.06% 351 0 0.0% Q2 2026 Aug 03, 2026
Beacon Financial Advisory LLC History No change 101,477 2,691 0.53% 0.53% 352 0 0.0% Q2 2026 Aug 05, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 101,249 2,685 0.81% 0.81% 353 0 0.0% Q2 2026 Jul 16, 2026
AssuredPartners Investment Advisors, LLC History No change 99,592 2,641 0.26% 0.26% 354 0 0.0% Q2 2026 Aug 10, 2026
Oregon Pacific Wealth Management, LLC History No change 99,391 2,635 2.47% 2.47% 355 0 0.0% Q2 2026 Jul 22, 2026
SITTNER & NELSON, LLC History No change 98,845 2,621 0.82% 0.82% 356 0 0.0% Q2 2026 Aug 07, 2026
EHRLICH FINANCIAL GROUP History No change 98,602 2,614 1.34% 1.34% 357 0 0.0% Q2 2026 Jul 09, 2026
Savant Capital, LLC History No change 98,545 2,610 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 10, 2026
Trademark Financial Management, LLC History No change 97,346 2,581 1.06% 1.06% 359 0 0.0% Q2 2026 Jul 27, 2026
OneAscent Financial Services LLC History No change 96,616 2,562 0.12% 0.12% 360 0 0.0% Q2 2026 Aug 11, 2026
First Citizens Financial Corp History Added to 100,695 2,556 1.07% 1.05% 361 +6,285 6.66% Q3 2026 Oct 02, 2026
Newman Dignan & Sheerar, Inc. History No change 94,926 2,517 0.48% 0.48% 362 0 0.0% Q2 2026 Jul 14, 2026
PEOPLES BANK /OH History No change 94,036 2,493 1.28% 1.28% 363 0 0.0% Q2 2026 Jul 27, 2026
Bluesphere Advisors LLC History No change 92,283 2,447 0.76% 0.76% 364 0 0.0% Q2 2026 Jul 30, 2026
Daybright Advisory Services, Inc. History No change 91,632 2,396 0.57% 0.57% 365 0 0.0% Q2 2026 Aug 04, 2026
First PREMIER Bank History No change 89,538 2,374 0.38% 0.38% 366 0 0.0% Q2 2026 Jul 15, 2026
Steward Partners Investment Advisory, LLC History No change 89,475 2,372 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 13, 2026
Schwallier Wealth Management LLC History No change 87,637 2,324 1.47% 1.47% 368 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 87,640 2,324 0.13% 0.13% 369 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL PLANNING, INC History No change 86,911 2,304 0.78% 0.78% 370 0 0.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History No change 86,721 2,299 0.55% 0.55% 371 0 0.0% Q2 2026 Jul 16, 2026
Merkkuri Wealth Advisors LLC History No change 86,168 2,285 1.42% 1.42% 372 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 86,104 2,283 0.03% 0.03% 373 0 0.0% Q2 2026 Aug 06, 2026
ARWA LLC History No change 86,690 2,281 0.95% 0.95% 374 0 0.0% Q2 2026 Jul 24, 2026
L & S Advisors Inc History No change 85,999 2,280 0.24% 0.24% 375 0 0.0% Q2 2026 Aug 12, 2026
RMR Capital Management, LLC History No change 84,032 2,228 1.53% 1.53% 376 0 0.0% Q2 2026 Jul 27, 2026
Integrity Wealth Solutions LLC History No change 83,884 2,224 0.82% 0.82% 377 0 0.0% Q2 2026 Jul 30, 2026
Impact Partnership Wealth, LLC History No change 83,593 2,216 0.22% 0.22% 378 0 0.0% Q2 2026 Jul 29, 2026
Worth Asset Management, LLC History Added to 86,809 2,204 0.64% 0.58% 379 +18,028 26.21% Q3 2026 Oct 07, 2026
Argent Trust Co History No change 82,482 2,187 0.06% 0.06% 380 0 0.0% Q2 2026 Aug 06, 2026
Onyx Bridge Wealth Group LLC History No change 80,457 2,133 0.19% 0.19% 381 0 0.0% Q2 2026 Jul 23, 2026
Soltis Investment Advisors LLC History No change 80,334 2,130 0.12% 0.12% 382 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 79,427 2,106 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 79,189 2,100 0.14% 0.14% 384 0 0.0% Q2 2026 Aug 14, 2026
Sunpointe, LLC History No change 79,223 2,100 0.6% 0.6% 385 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 78,875 2,091 0.04% 0.04% 386 0 0.0% Q2 2026 Jul 15, 2026
Immaculate Wealth Management LLC History No change 78,031 2,069 14.01% 14.01% 387 0 0.0% Q2 2026 Aug 07, 2026
Menard Financial Group LLC History No change 77,559 2,056 1.12% 1.12% 388 0 0.0% Q2 2026 Aug 07, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 76,745 2,035 0.32% 0.32% 389 0 0.0% Q2 2026 Jul 15, 2026
Hyposwiss Advisors SA History No change 76,635 2,032 1.93% 1.93% 390 0 0.0% Q2 2026 Jul 21, 2026
BANQUE PICTET & CIE SA History No change 75,580 2,004 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 24, 2026
ALTFEST L J & CO INC History No change 75,368 1,998 0.19% 0.19% 392 0 0.0% Q2 2026 Jul 30, 2026
Prospera Financial Services Inc History No change 74,899 1,986 0.03% 0.03% 393 0 0.0% Q2 2026 Jul 15, 2026
Riverbend Wealth Management, LLC History No change 74,226 1,968 0.99% 0.99% 394 0 0.0% Q2 2026 Jul 22, 2026
Hilltop Holdings Inc. History No change 71,583 1,898 0.15% 0.15% 395 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 70,232 1,862 0.17% 0.17% 396 0 0.0% Q2 2026 Jul 20, 2026
Financial Planning Hawaii, Inc. History No change 69,645 1,846 0.99% 0.99% 397 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 68,725 1,822 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisors Wealth Management, LLC History No change 68,572 1,818 0.21% 0.21% 399 0 0.0% Q2 2026 Jul 23, 2026
Quartz Partners, LLC History No change 68,327 1,812 0.59% 0.59% 400 0 0.0% Q2 2026 Aug 10, 2026
CGC Financial Services, LLC History No change 67,768 1,797 0.4% 0.4% 401 0 0.0% Q2 2026 Jul 13, 2026
BHK Investment Advisors, LLC History No change 66,880 1,773 0.53% 0.53% 402 0 0.0% Q2 2026 Jul 28, 2026
MBL Wealth, LLC History No change 65,055 1,725 0.12% 0.12% 403 0 0.0% Q2 2026 Jul 15, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 63,799 1,691 0.87% 0.87% 404 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 63,800 1,691 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
MW ADVISORY, LLC History No change 63,647 1,687 0.67% 0.67% 406 0 0.0% Q2 2026 Aug 07, 2026
BENJAMIN EDWARDS INC History No change 62,571 1,659 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 24, 2026
Element Wealth, LLC History No change 61,775 1,638 0.61% 0.61% 408 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 61,382 1,632 0.05% 0.05% 409 0 0.0% Q2 2026 Aug 12, 2026
Summit Investment Advisory Services, LLC History No change 61,379 1,627 0.41% 0.41% 410 0 0.0% Q2 2026 Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 60,251 1,597 0.07% 0.07% 411 0 0.0% Q2 2026 Jul 24, 2026
Providence First Trust Co History No change 59,980 1,590 0.44% 0.44% 412 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 59,683 1,582 0.08% 0.08% 413 0 0.0% Q2 2026 Aug 04, 2026
Ergawealth Advisors, Inc. History No change 58,777 1,558 0.61% 0.61% 414 0 0.0% Q2 2026 Aug 07, 2026
RDA Financial Network History No change 57,331 1,520 0.33% 0.33% 415 0 0.0% Q2 2026 Jul 06, 2026
Kercheville Advisors, LLC History No change 57,030 1,512 0.46% 0.46% 416 0 0.0% Q2 2026 Jul 30, 2026
Arete Wealth Advisors, LLC History No change 56,845 1,507 0.1% 0.1% 417 0 0.0% Q2 2026 Aug 12, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 56,623 1,501 0.59% 0.59% 418 0 0.0% Q2 2026 Jul 30, 2026
SFG Wealth Management, LLC. History No change 56,554 1,499 0.54% 0.54% 419 0 0.0% Q2 2026 Jul 22, 2026
Evergreen Wealth Partners LLC History No change 56,341 1,494 0.9% 0.9% 420 0 0.0% Q2 2026 Aug 11, 2026
S&A Financial Services, Inc. History No change 54,851 1,454 0.89% 0.89% 421 0 0.0% Q2 2026 Jul 27, 2026
FreeGulliver LLC History No change 54,624 1,448 0.51% 0.51% 422 0 0.0% Q2 2026 Aug 11, 2026
CRA Financial Services, LLC History No change 54,537 1,446 0.17% 0.17% 423 0 0.0% Q2 2026 Jul 24, 2026
Barnes Wealth Management Group, Inc History No change 54,431 1,443 0.67% 0.67% 424 0 0.0% Q2 2026 Jul 24, 2026
Opus Financial Solutions LLC History No change 52,908 1,403 1.13% 1.13% 425 0 0.0% Q2 2026 Jul 24, 2026
Apella Capital, LLC History No change 52,458 1,381 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 08, 2026
SeaCrest Wealth Management, LLC History No change 51,877 1,375 0.15% 0.15% 427 0 0.0% Q2 2026 Jul 09, 2026
WESPAC Advisors, LLC History No change 50,169 1,330 0.65% 0.65% 428 0 0.0% Q2 2026 Aug 10, 2026
ORBA Wealth Advisors, L.L.C. History No change 49,966 1,325 1.13% 1.13% 429 0 0.0% Q2 2026 Jul 23, 2026
Ruggaard & Associates LLC History No change 49,472 1,311 0.47% 0.47% 430 0 0.0% Q2 2026 Aug 17, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History No change 49,386 1,293 1.27% 1.27% 431 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 49,029 1,291 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History No change 47,455 1,258 0.04% 0.04% 433 0 0.0% Q2 2026 Jul 31, 2026
Crusonia Wealth Advisors LLC History No change 46,853 1,242 0.2% 0.2% 434 0 0.0% Q2 2026 Jul 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 46,822 1,241 0.05% 0.05% 435 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 46,538 1,234 0.08% 0.08% 436 0 0.0% Q2 2026 Jul 20, 2026
Buck Wealth Strategies, LLC History No change 46,410 1,230 0.13% 0.13% 437 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 44,721 1,186 0.05% 0.05% 438 0 0.0% Q2 2026 Aug 06, 2026
WestHill Financial Advisors, Inc. History No change 44,051 1,168 0.2% 0.2% 439 0 0.0% Q2 2026 Jul 21, 2026
Lodestone Wealth Management LLC History No change 44,077 1,168 0.41% 0.41% 440 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Wealth History No change 44,020 1,167 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 12, 2026
Investment Advisory Group, LLC History No change 43,994 1,166 0.25% 0.25% 442 0 0.0% Q2 2026 Aug 06, 2026
TECTONIC ADVISORS LLC History No change 43,642 1,157 0.06% 0.06% 443 0 0.0% Q2 2026 Jul 15, 2026
BlueChip Wealth Advisors LLC History No change 43,606 1,156 0.44% 0.44% 444 0 0.0% Q2 2026 Jul 30, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 43,118 1,143 0.31% 0.31% 445 0 0.0% Q2 2026 Jul 23, 2026
Sound Income Strategies, LLC History No change 42,981 1,139 0.05% 0.05% 446 0 0.0% Q2 2026 Jul 20, 2026
Resurgent Financial Advisors LLC History No change 42,818 1,135 0.32% 0.32% 447 0 0.0% Q2 2026 Aug 14, 2026
Thrive Wealth Management, LLC History No change 42,549 1,128 0.14% 0.14% 448 0 0.0% Q2 2026 Jul 07, 2026
PRINCIPAL SECURITIES, INC. History No change 42,308 1,122 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 04, 2026
HBW ADVISORY SERVICES LLC History No change 41,642 1,104 0.1% 0.1% 450 0 0.0% Q2 2026 Jul 16, 2026
Gallacher Capital Management LLC History No change 41,658 1,104 0.62% 0.62% 451 0 0.0% Q2 2026 Jul 16, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 41,414 1,098 0.09% 0.09% 452 0 0.0% Q2 2026 Jul 28, 2026
Roger Wittlin Investment Advisory, LLC History No change 40,920 1,085 0.85% 0.85% 453 0 0.0% Q2 2026 Jul 17, 2026
Ballew Advisors, Inc History Added to 42,150 1,063 0.53% 0.15% 454 +31,164 283.67% Q3 2026 Oct 05, 2026
M Holdings Securities, Inc. History No change 39,820 1,056 0.14% 0.14% 455 0 0.0% Q2 2026 Aug 11, 2026
Oxinas Partners, LLC History No change 39,717 1,053 0.42% 0.42% 456 0 0.0% Q2 2026 Jul 14, 2026
Advisory Advocates, LLC History No change 38,939 1,032 0.88% 0.88% 457 0 0.0% Q2 2026 Aug 10, 2026
Lionsbridge Wealth Management LLC History No change 38,368 1,017 1.0% 1.0% 458 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 37,529 995 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 37,111 984 0.08% 0.08% 460 0 0.0% Q2 2026 Jul 28, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 36,814 976 0.22% 0.22% 461 0 0.0% Q2 2026 Jul 27, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 35,993 954 0.16% 0.16% 462 0 0.0% Q2 2026 Aug 14, 2026
Peterson Wealth Advisors, LLC History No change 35,791 949 0.11% 0.11% 463 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 35,679 946 0.12% 0.12% 464 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 35,312 935 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 10, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 35,155 932 0.23% 0.23% 466 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 35,073 930 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 20, 2026
Essex Bank History No change 33,776 895 0.19% 0.19% 468 0 0.0% Q2 2026 Jul 23, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 33,783 895 0.62% 0.62% 469 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 33,397 885 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 28, 2026
Snowden Capital Advisors LLC History No change 32,850 871 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 13, 2026
Beacon Capital Management, LLC History No change 32,710 867 0.13% 0.13% 472 0 0.0% Q2 2026 Jul 29, 2026
Fortis Group Advisors, LLC History No change 31,856 844 0.13% 0.13% 473 0 0.0% Q2 2026 Jul 24, 2026
Roof Eidam Maycock Peralta, LLC History No change 31,315 830 0.16% 0.16% 474 0 0.0% Q2 2026 Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 31,066 823 0.16% 0.16% 475 0 0.0% Q2 2026 Aug 06, 2026
Everhart Financial Group, Inc. History No change 30,836 817 0.05% 0.05% 476 0 0.0% Q2 2026 Jul 08, 2026
Perissos Private Wealth Management, LLC History No change 30,790 816 0.55% 0.55% 477 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 30,630 812 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 06, 2026
Financial Insights, Inc. History No change 30,632 812 0.21% 0.21% 479 0 0.0% Q2 2026 Aug 25, 2026
Latitude Advisors, LLC History No change 30,549 810 0.32% 0.32% 480 0 0.0% Q2 2026 Jul 27, 2026
Beckerman Institutional, LLC History No change 30,350 804 0.38% 0.38% 481 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 29,816 790 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 29,802 790 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 29,878 783 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 13, 2026
Objective Capital Management, LLC History No change 29,101 771 0.68% 0.68% 485 0 0.0% Q2 2026 Jul 20, 2026
XY Planning Network, Inc. History No change 28,999 769 0.1% 0.1% 486 0 0.0% Q2 2026 Jul 14, 2026
AMERIFLEX GROUP, INC. History No change 28,979 768 0.31% 0.31% 487 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 28,761 762 0.28% 0.28% 488 0 0.0% Q2 2026 Jul 08, 2026
HB Wealth Management, LLC History No change 28,621 759 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 29, 2026
Essential Investment Partners LLC History No change 28,110 745 0.6% 0.6% 490 0 0.0% Q2 2026 Jul 15, 2026
Richard P Slaughter Associates Inc History No change 27,765 736 0.14% 0.14% 491 0 0.0% Q2 2026 Jul 13, 2026
Jessup Wealth Management, Inc History No change 27,585 731 0.22% 0.22% 492 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 27,374 725 0.04% 0.04% 493 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 27,274 723 0.03% 0.03% 494 0 0.0% Q2 2026 Jul 22, 2026
Lloyd Advisory Services, LLC. History No change 27,169 720 0.28% 0.28% 495 0 0.0% Q2 2026 Aug 07, 2026
Emergent Wealth Advisors, LLC History No change 27,062 717 0.37% 0.37% 496 0 0.0% Q2 2026 Jul 13, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 26,867 712 0.12% 0.12% 497 0 0.0% Q2 2026 Jul 31, 2026
Argyle Capital Partners, LLC History No change 26,663 707 0.45% 0.45% 498 0 0.0% Q2 2026 Aug 07, 2026
Timmons Wealth Management, LLC History No change 26,317 697 0.51% 0.51% 499 0 0.0% Q2 2026 Aug 07, 2026
McKinley Carter Wealth Services, Inc. History No change 26,256 696 0.04% 0.04% 500 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 26,181 694 0.08% 0.08% 501 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 26,021 690 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 04, 2026
Triad Wealth Partners, LLC History No change 26,274 684 0.04% 0.04% 503 0 0.0% Q2 2026 Aug 10, 2026
J. M. Brown & Associates Inc. History No change 25,796 684 0.39% 0.39% 504 0 0.0% Q2 2026 Jul 23, 2026
GatePass Capital, LLC History No change 25,503 676 0.26% 0.26% 505 0 0.0% Q2 2026 Jul 30, 2026
WILLIAM JOHN SEMPOLINSKI History No change 25,500 676 0.27% 0.27% 506 0 0.0% Q2 2026 Aug 14, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 24,900 660 0.51% 0.51% 507 0 0.0% Q2 2026 Jul 24, 2026
TD Capital Management LLC History No change 24,790 657 0.05% 0.05% 508 0 0.0% Q2 2026 Aug 06, 2026
Gallagher Fiduciary Advisors, LLC History No change 24,697 654 0.02% 0.02% 509 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 24,647 653 0.03% 0.03% 510 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 24,603 652 0.02% 0.02% 511 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 24,389 646 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 04, 2026
MSH Capital Advisors LLC History No change 24,369 646 0.11% 0.11% 513 0 0.0% Q2 2026 Aug 10, 2026
StoneX Group Inc. History No change 24,283 644 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 12, 2026
Asset One Wealth Management LLC History No change 23,924 630 0.07% 0.07% 515 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 23,752 629 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 15, 2026
Winthrop Advisory Group LLC History No change 23,530 624 0.04% 0.04% 517 0 0.0% Q2 2026 Jul 17, 2026
Symphony Financial, Ltd. Co. History No change 23,472 623 0.07% 0.07% 518 0 0.0% Q2 2026 Aug 03, 2026
Peak Asset Management, LLC History No change 23,272 617 0.09% 0.09% 519 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 23,194 615 0.04% 0.04% 520 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 22,955 608 0.07% 0.07% 521 0 0.0% Q2 2026 Jul 09, 2026
Arrowroot Family Office, LLC History No change 22,894 607 0.17% 0.17% 522 0 0.0% Q2 2026 Aug 06, 2026
Clarity Asset Management, Inc. History No change 22,820 605 0.3% 0.3% 523 0 0.0% Q2 2026 Jul 16, 2026
Meadowbrook Advisors Group, LLC History No change 22,845 605 0.32% 0.32% 524 0 0.0% Q2 2026 Aug 07, 2026
LiftPoint Family Wealth Advisors LLC History No change 22,600 599 0.41% 0.41% 525 0 0.0% Q2 2026 Aug 05, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 22,389 593 0.27% 0.27% 526 0 0.0% Q2 2026 Sep 18, 2026
4WEALTH ADVISORS, INC. History No change 22,295 592 0.45% 0.45% 527 0 0.0% Q2 2026 Jul 17, 2026
Ausdal Financial Partners, Inc. History No change 22,021 584 0.02% 0.02% 528 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 22,013 581 0.16% 0.16% 529 0 0.0% Q2 2026 Jul 28, 2026
SHELTON CAPITAL MANAGEMENT History No change 21,724 576 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 14, 2026
DECISION INVESTMENTS, INC History No change 22,640 574 0.52% 0.55% 531 0 0.0% Q3 2026 Oct 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 21,555 572 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Partners LLC History No change 21,507 570 0.14% 0.14% 533 0 0.0% Q2 2026 Aug 05, 2026
CHANNEL WEALTH LLC History No change 21,292 564 0.13% 0.13% 534 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 21,246 563 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 19, 2026
CVFG LLC History No change 21,237 563 0.06% 0.06% 536 0 0.0% Q2 2026 Aug 11, 2026
STAGE HARBOR FINANCIAL, LLC History No change 21,124 560 0.32% 0.32% 537 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 20,585 546 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
Summa Corp. History No change 20,000 530 0.17% 0.17% 539 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 19,281 511 0.21% 0.21% 540 0 0.0% Q2 2026 Sep 18, 2026
Independent Wealth Network Inc. History No change 19,296 511 0.13% 0.13% 541 0 0.0% Q2 2026 Jul 20, 2026
Swisher Financial Concepts, Inc. History No change 19,284 511 0.32% 0.32% 542 0 0.0% Q2 2026 Aug 06, 2026
William Mack & Associates, Inc. History No change 19,238 510 0.18% 0.18% 543 0 0.0% Q2 2026 Jul 10, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 19,855 504 0.12% 0.13% 544 -175 -0.87% Q3 2026 Oct 06, 2026
Register Financial Advisors LLC History No change 18,957 502 0.15% 0.15% 545 0 0.0% Q2 2026 Jul 15, 2026
Horizon Wealth Management, LLC History No change 18,819 499 0.06% 0.06% 546 0 0.0% Q2 2026 Aug 06, 2026
OakTrust Wealth Advisors, LLC History No change 18,777 497 0.43% 0.43% 547 0 0.0% Q2 2026 Aug 06, 2026
Nicholas Hoffman & Company, LLC. History No change 18,712 496 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 18,629 494 0.04% 0.04% 549 0 0.0% Q2 2026 Aug 14, 2026
LWM Advisory Services, LLC History No change 18,235 483 0.86% 0.86% 550 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 18,233 483 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 18,047 478 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 17,744 470 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 12, 2026
E6 Portfolios, LLC History No change 17,545 465 0.37% 0.37% 554 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 17,592 464 0.04% 0.04% 555 0 0.0% Q2 2026 Jul 07, 2026
Diversified Portfolios, Inc. History No change 17,432 462 0.03% 0.03% 556 0 0.0% Q2 2026 Aug 04, 2026
ACT Advisors, LLC. History No change 17,398 461 0.15% 0.15% 557 0 0.0% Q2 2026 Jul 22, 2026
Authentikos Wealth Advisory, LLC History No change 17,334 459 0.29% 0.29% 558 0 0.0% Q2 2026 Aug 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 17,238 457 0.14% 0.14% 559 0 0.0% Q2 2026 Jul 28, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 17,214 456 0.07% 0.07% 560 0 0.0% Q2 2026 Jul 29, 2026
Constant Guidance Financial LLC History No change 16,855 446 0.28% 0.28% 561 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 16,468 436 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
Financial Synergies Wealth Advisors, Inc. History No change 16,413 435 0.04% 0.04% 563 0 0.0% Q2 2026 Jul 17, 2026
Proficio Capital Partners LLC History No change 16,325 432 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 14, 2026
Roundview Capital LLC History No change 16,184 429 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 16,091 426 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 11, 2026
REGIONS FINANCIAL CORP History No change 16,042 425 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 15,761 417 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 11, 2026
GGM Financial LLC History No change 15,744 417 0.16% 0.16% 569 0 0.0% Q2 2026 Jul 23, 2026
WEDBUSH SECURITIES INC History No change 15,343 407 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 15,307 405 0.03% 0.03% 571 0 0.0% Q2 2026 Sep 15, 2026
Capital Investment Advisory Services, LLC History No change 15,187 402 0.02% 0.02% 572 0 0.0% Q2 2026 Jul 23, 2026
Thayer Financial, L.L.C. History No change 14,878 394 0.36% 0.36% 573 0 0.0% Q2 2026 Jul 08, 2026
Crown Wealth Group, LLC History No change 14,517 385 0.1% 0.1% 574 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 14,258 378 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 14,286 378 0.02% 0.02% 576 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 14,228 377 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 09, 2026
COMMERCE BANK History No change 14,094 373 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 13,998 371 0.07% 0.07% 579 0 0.0% Q2 2026 Jul 22, 2026
Advisory Services Network, LLC History No change 13,899 368 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 12, 2026
Sowa Financial Group, Inc. History No change 13,844 367 0.17% 0.17% 581 0 0.0% Q2 2026 Jul 28, 2026
EQUITABLE TRUST CO History No change 13,235 350 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 23, 2026
Nautilus Advisors LLC History Reduced 13,514 343 0.21% 0.35% 585 -9,158 -40.39% Q3 2026 Oct 06, 2026
Clear Creek Financial Management, LLC History No change 12,934 343 0.02% 0.02% 583 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 12,967 343 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 29, 2026
Safeguard Investment Advisory Group, LLC History No change 12,908 342 0.08% 0.08% 586 0 0.0% Q2 2026 Aug 13, 2026
Yukon Wealth Management, Inc. History No change 12,592 333 0.1% 0.1% 587 0 0.0% Q2 2026 Aug 14, 2026
MidAtlantic Capital Management, Inc. History No change 12,455 330 0.21% 0.21% 588 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 12,412 329 0.02% 0.02% 589 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 12,241 324 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 13, 2026
Boomfish Wealth Group, LLC History No change 12,068 320 0.15% 0.15% 591 0 0.0% Q2 2026 Aug 04, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 11,956 317 0.05% 0.05% 592 0 0.0% Q2 2026 Aug 10, 2026
FIRST FOUNDATION ADVISORS History No change 11,939 316 0.01% 0.01% 593 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 11,786 312 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 31, 2026
HBK Sorce Advisory LLC History No change 11,916 312 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 06, 2026
Westmount Partners, LLC History No change 11,681 309 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 07, 2026
BCI SECURITIES, INC. History No change 11,505 305 2.63% 2.63% 597 0 0.0% Q2 2026 Jul 30, 2026
Planning Strategies Inc. History Reduced 11,948 303 0.18% 0.23% 598 -1,963 -14.11% Q3 2026 Oct 02, 2026
Pine Valley Investments Ltd Liability Co History No change 11,421 302 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 24, 2026
Hershey Financial Advisers, LLC History No change 11,195 296 0.21% 0.21% 600 0 0.0% Q2 2026 Aug 11, 2026
Birchwood Financial Partners, Inc. History No change 11,079 293 0.24% 0.24% 601 0 0.0% Q2 2026 Aug 06, 2026
CURA WEALTH ADVISORS, LLC History No change 10,989 291 0.12% 0.12% 602 0 0.0% Q2 2026 Aug 06, 2026
Raleigh Capital Management Inc. History No change 10,717 284 0.09% 0.09% 603 0 0.0% Q2 2026 Jul 21, 2026
MBA Advisors LLC History No change 10,665 282 0.09% 0.09% 604 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 10,802 281 0.01% 0.01% 605 0 0.0% Q2 2026 Jul 29, 2026
Nalls Sherbakoff Group, LLC History No change 10,536 279 0.2% 0.2% 606 0 0.0% Q2 2026 Aug 17, 2026
Axis Wealth Partners, LLC History No change 10,554 279 0.13% 0.13% 607 0 0.0% Q2 2026 Jul 28, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 10,490 278 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 10,329 273 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,871 261 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 23, 2026
Retireful, LLC History No change 9,801 259 0.24% 0.24% 611 0 0.0% Q2 2026 Jul 22, 2026
Goldstein Advisors, LLC History No change 9,732 258 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 20, 2026
Sovran Advisors, LLC History No change 9,715 254 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 29, 2026
Avantax Planning Partners, Inc. History No change 9,522 252 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 28, 2026
Acorn Wealth Advisors, LLC History No change 9,539 252 0.06% 0.06% 615 0 0.0% Q2 2026 Jul 30, 2026
Oak Grove Capital LLC History No change 9,500 251 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 13, 2026
Narus Financial Partners, LLC History No change 9,350 247 0.06% 0.06% 617 0 0.0% Q2 2026 Jul 31, 2026
Lido Advisors, LLC History No change 9,308 246 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 07, 2026
Hirtle & Co., LLC History No change 9,256 245 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 8,985 238 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 24, 2026
Scarborough Advisors, LLC History No change 8,822 233 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 21, 2026
Legacy Capital Wealth Partners, LLC History No change 8,708 230 0.04% 0.04% 622 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 8,676 228 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 12, 2026
HOWARD BAILEY SECURITIES, LLC History No change 8,533 226 0.08% 0.08% 624 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 8,372 222 0.06% 0.06% 625 0 0.0% Q2 2026 Jul 23, 2026
VERUS CAPITAL PARTNERS, LLC History No change 8,339 221 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 06, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 8,336 221 0.08% 0.08% 627 0 0.0% Q2 2026 Jul 21, 2026
STEPHENS INC /AR/ History No change 8,275 219 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 29, 2026
PW Nova Financial Services LLC History No change 7,800 206 0.04% 0.04% 629 0 0.0% Q2 2026 Jul 29, 2026
Clayton Financial Group LLC History No change 7,680 203 0.11% 0.11% 630 0 0.0% Q2 2026 Jul 20, 2026
Ferguson Shapiro LLC History No change 7,622 202 0.06% 0.06% 631 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC/CA History No change 7,544 200 0.03% 0.03% 632 0 0.0% Q2 2026 Aug 13, 2026
GFS Advisors, LLC History No change 108,176 195 0.02% 0.02% 633 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 6,282 166 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 5,984 158 0.15% 0.15% 635 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 5,119 135 0.03% 0.03% 636 0 0.0% Q2 2026 Aug 07, 2026
Cranbrook Wealth Management, LLC History No change 4,832 128 0.02% 0.02% 637 0 0.0% Q2 2026 Aug 06, 2026
Signature Equity Partners, LLC History No change 4,506 119 0.05% 0.05% 638 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 3,800 101 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 3,794 100 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 10, 2026
US BANCORP \DE\ History No change 3,548 94 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 12, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 3,378 89 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,300 87 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 3,037 80 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 27, 2026
Centerpoint Advisors, LLC History No change 2,794 74 0.02% 0.02% 645 0 0.0% Q2 2026 Aug 05, 2026
Innovative Asset Advisors Group, LLC History No change 2,719 72 0.03% 0.03% 646 0 0.0% Q2 2026 Aug 05, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 2,528 67 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,571 67 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 22, 2026
EASTERN BANK History No change 2,511 63 0.0% 0.0% 649 0 0.0% Q3 2026 Oct 05, 2026
MTM Investment Management, LLC History No change 2,265 60 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 03, 2026
Quest 10 Wealth Builders, Inc. History No change 1,890 50 0.04% 0.04% 651 0 0.0% Q2 2026 Jul 24, 2026
Essential Partners LLC History No change 1,889 50 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 10, 2026
Harborfront Financial Group LLC History No change 1,734 45 0.17% 0.17% 653 0 0.0% Q2 2026 Aug 07, 2026
Allianz Asset Management GmbH History No change 1,560 41 0.0% 0.0% 654 0 0.0% Q2 2026 Sep 02, 2026
FRANKLIN RESOURCES INC History No change 1,516 40 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
StrongBox Wealth, LLC History No change 1,515 40 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 1,474 39 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 04, 2026
Cedar Mountain Advisors, LLC History No change 1,445 38 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 02, 2026
Manchester Capital Management LLC History No change 1,357 35 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 1,300 34 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 1,278 33 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 1,250 33 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 1,177 31 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 27, 2026
Global Trust Asset Management, LLC History No change 1,134 30 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 03, 2026
Networth Advisors, LLC History No change 1,149 30 0.02% 0.02% 665 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Management LLC History No change 1,060 28 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,000 26 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 975 25 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 854 22 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Partners, Ltd. History No change 821 21 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 757 20 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 10, 2026
RHL GROUP, LLC History No change 769 20 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 03, 2026
Pacifica Partners Inc. History No change 743 19 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 13, 2026
Owl Creek Wealth Partners LLC History No change 679 18 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 20, 2026
HAZLETT, BURT & WATSON, INC. History No change 643 17 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 30, 2026
Qube Research & Technologies Ltd History No change 628 16 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 14, 2026
CBIZ Investment Advisory Services, LLC History No change 594 15 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 13, 2026
REICON WEALTH ADVISORS, LLC History No change 500 13 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 29, 2026
Key Capital Management, INC History No change 368 9 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 277 7 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 12, 2026
HFM Investment Advisors, LLC History No change 290 7 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 04, 2026
Aventura Private Wealth, LLC History No change 274 7 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 15, 2026
KERR FINANCIAL PLANNING Corp History No change 212 5 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 02, 2026
Olistico Wealth, LLC History New 120 3 0.0% — 685 +120 New Q3 2026 Oct 05, 2026
Montgomery Financial Services LLC History No change 126 3 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 98 2 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 30, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 65 1 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History No change 42 1 0.0% 0.0% 688 0 0.0% Q3 2026 Oct 01, 2026
Powell Investment Advisors, LLC History No change 48 1 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 66 1 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 13, 2026
Fortitude Family Office, LLC History No change 52 1 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 20, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 59 1 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 43 1 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
BENEDICT FINANCIAL ADVISORS INC History Closed out 0 0 — 0.06% — -11,945 -100.0% Q3 2026 Oct 07, 2026
Elequin Capital, LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 07, 2026