Invesco Exchange-Traded Fund Trust II - QQQM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History No change 11,739,234 3,556,635 0.8% 0.8% 1 0 0.0% Q2 2026 Aug 07, 2026
CI INVESTMENTS INC. History No change 8,678,658 2,629,373 8.44% 8.44% 2 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,557,285 2,289,585 0.54% 0.54% 3 0 0.0% Q2 2026 Sep 23, 2026
MORGAN STANLEY History No change 5,160,404 1,563,448 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 4,474,745 1,355,713 8.06% 8.06% 5 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,165,109 1,211,862 0.49% 0.49% 6 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,868,368 1,171,999 0.63% 0.63% 7 0 0.0% Q2 2026 Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD History No change 3,519,556 1,066,318 7.17% 7.17% 8 0 0.0% Q2 2026 Jul 20, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 3,322,000 1,006,466 6.58% 6.58% 9 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,312,693 1,003,646 0.27% 0.27% 10 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 3,219,767 975,492 0.08% 0.08% 11 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,087,599 935,711 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 3,073,663 931,228 4.17% 4.17% 13 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 2,385,588 722,761 0.66% 0.66% 14 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,069,185 626,900 0.31% 0.31% 15 0 0.0% Q2 2026 Aug 07, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 1,916,464 580,631 4.34% 4.34% 16 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 1,864,379 564,851 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,697,390 514,258 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,469,858 445,447 0.52% 0.52% 19 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,422,385 430,939 0.54% 0.54% 20 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 1,100,665 333,468 1.53% 1.53% 21 0 0.0% Q2 2026 Jul 27, 2026
Norinchukin Bank, The History No change 1,080,000 327,207 3.18% 3.18% 22 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,002,640 303,768 8.11% 8.11% 23 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 941,419 285,222 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 891,072 269,968 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 883,746 267,748 0.32% 0.32% 26 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 859,095 255,250 0.43% 0.43% 27 0 0.0% Q2 2026 Jul 15, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 821,445 248,873 1.05% 1.05% 28 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 762,018 230,868 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 716,697 217,137 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 711,937 215,695 0.12% 0.12% 31 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Investment Research Advisors, Inc. History No change 687,113 208,175 0.48% 0.48% 32 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 658,384 199,470 0.41% 0.41% 33 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 655,747 198,671 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 643,714 195,026 0.02% 0.02% 35 0 0.0% Q2 2026 Sep 02, 2026
HighTower Advisors, LLC History No change 643,133 194,850 0.19% 0.19% 36 0 0.0% Q2 2026 Aug 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 626,388 186,694 0.13% 0.13% 37 0 0.0% Q2 2026 Aug 13, 2026
Main Management ETF Advisors, LLC History No change 590,648 178,949 5.42% 5.42% 38 0 0.0% Q2 2026 Aug 14, 2026
Bouchey Financial Group, Ltd. History No change 588,006 178,148 11.51% 11.51% 39 0 0.0% Q2 2026 Jul 27, 2026
Main Management Fund Advisors LLC History No change 508,600 154,091 10.9% 10.9% 40 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 484,041 146,649 1.72% 1.72% 41 0 0.0% Q2 2026 Jul 22, 2026
BANK OF NOVA SCOTIA History No change 473,609 143,489 0.22% 0.22% 42 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 472,925 143,282 0.31% 0.31% 43 0 0.0% Q2 2026 Aug 13, 2026
Paragon Advisors, LLC History No change 454,343 137,652 28.91% 28.91% 44 0 0.0% Q2 2026 Jul 29, 2026
Banco Santander, S.A. History No change 446,330 135,224 0.84% 0.84% 45 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Concepts LLC History No change 440,980 133,603 0.87% 0.87% 46 0 0.0% Q2 2026 Sep 08, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 432,731 131,097 0.84% 0.84% 47 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 425,069 128,783 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Financial Security Advisor, Inc. History No change 383,004 116,038 18.87% 18.87% 49 0 0.0% Q2 2026 Aug 11, 2026
SAX WEALTH ADVISORS, LLC History No change 481,421 114,395 4.65% 4.65% 50 0 0.0% Q2 2026 Jul 09, 2026
US BANCORP \DE\ History No change 377,200 114,280 0.12% 0.12% 51 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 356,488 108,005 1.18% 1.18% 52 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 353,196 107,006 0.18% 0.18% 53 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 327,421 99,198 0.3% 0.3% 54 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 314,921 95,411 0.31% 0.31% 55 0 0.0% Q2 2026 Jul 28, 2026
Jupiter Topco LLC History No change 298,981 90,582 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 293,890 89,039 0.17% 0.17% 57 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 289,917 87,836 0.52% 0.52% 58 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone Planning Group LLC History No change 296,733 86,177 10.85% 10.85% 59 0 0.0% Q2 2026 Jul 29, 2026
Gradient Investments LLC History Added to 279,532 85,156 1.22% 1.14% 60 +6,901 2.53% Q3 2026 Oct 08, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 294,421 83,406 8.79% 8.79% 61 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 273,436 82,842 0.38% 0.38% 62 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 267,702 81,105 0.1% 0.1% 63 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 267,482 81,039 2.78% 2.78% 64 0 0.0% Q2 2026 Jul 24, 2026
One Day In July LLC History No change 265,841 80,541 5.6% 5.6% 65 0 0.0% Q2 2026 Aug 03, 2026
TAIYO LIFE INSURANCE CO History No change 263,000 79,681 7.28% 7.28% 66 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 252,056 76,365 0.28% 0.28% 67 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 252,021 76,354 2.5% 2.5% 68 0 0.0% Q2 2026 Aug 14, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 249,211 75,503 5.59% 5.59% 69 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 244,300 74,016 0.13% 0.13% 70 0 0.0% Q2 2026 Aug 14, 2026
Rolek Wealth Management LLC History No change 241,261 73,094 40.93% 40.93% 71 0 0.0% Q2 2026 Jul 14, 2026
Prosperity Consulting Group, LLC History No change 237,933 72,086 2.73% 2.73% 72 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 229,703 69,593 0.83% 0.83% 73 0 0.0% Q2 2026 Aug 13, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 217,587 65,922 18.87% 18.87% 74 0 0.0% Q2 2026 Aug 07, 2026
Whelan Financial History No change 213,092 64,560 17.58% 17.58% 75 0 0.0% Q2 2026 Jul 24, 2026
AdvisorShares Investments LLC History No change 209,490 63,469 7.66% 7.66% 76 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 201,587 61,074 0.61% 0.61% 77 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 200,988 60,893 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 200,772 60,827 3.01% 3.01% 79 0 0.0% Q2 2026 Jul 15, 2026
Scarborough Advisors, LLC History No change 202,750 60,227 6.92% 6.92% 80 0 0.0% Q2 2026 Jul 21, 2026
Main Management LLC History No change 194,254 58,853 3.95% 3.95% 81 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 191,528 58,027 5.63% 5.63% 82 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 190,470 57,706 0.7% 0.7% 83 0 0.0% Q2 2026 Aug 18, 2026
FIL Ltd History No change 190,216 57,629 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 188,652 57,156 0.22% 0.22% 85 0 0.0% Q2 2026 Aug 11, 2026
Hamilton Capital Partners Inc. History No change 186,222 56,419 1.64% 1.64% 86 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 183,409 55,567 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 180,750 54,761 0.25% 0.25% 88 0 0.0% Q2 2026 Aug 11, 2026
Q3 Asset Management History No change 183,081 52,655 9.64% 9.64% 89 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 171,271 51,889 0.3% 0.3% 90 0 0.0% Q2 2026 Aug 14, 2026
Kirkwood Financial Services History No change 168,645 51,139 14.62% 14.62% 91 0 0.0% Q2 2026 Aug 25, 2026
Verde Capital Management History No change 168,538 51,062 9.44% 9.44% 92 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 170,157 50,715 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 166,207 50,355 0.26% 0.26% 94 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 165,171 50,041 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 163,323 49,481 0.34% 0.34% 96 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 159,046 48,186 0.05% 0.05% 97 0 0.0% Q2 2026 Aug 12, 2026
Fusion Family Wealth, LLC History No change 157,545 47,731 3.17% 3.17% 98 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 156,057 47,317 0.15% 0.15% 99 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 155,733 47,182 0.22% 0.22% 100 0 0.0% Q2 2026 Aug 13, 2026
EdgeRock Capital LLC History No change 154,804 46,901 10.63% 10.63% 101 0 0.0% Q2 2026 Jul 24, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 153,000 46,354 5.89% 5.89% 102 0 0.0% Q2 2026 Aug 25, 2026
RATIONAL ADVISORS, INC. History No change 151,497 45,899 4.21% 4.21% 103 0 0.0% Q2 2026 Jul 24, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 150,909 45,720 7.14% 7.14% 104 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 150,719 45,663 3.95% 3.95% 105 0 0.0% Q2 2026 Jul 27, 2026
KPP Advisory Services LLC History No change 150,298 45,535 5.76% 5.76% 106 0 0.0% Q2 2026 Jul 24, 2026
Highland Financial Advisors, LLC History No change 149,327 45,241 9.95% 9.95% 107 0 0.0% Q2 2026 Jul 09, 2026
Janney Montgomery Scott LLC History No change 148,564 45,010 0.09% 0.09% 108 0 0.0% Q2 2026 Aug 05, 2026
360 Financial, Inc. History No change 148,542 45,003 11.43% 11.43% 109 0 0.0% Q2 2026 Aug 11, 2026
Spectrum Wealth Advisory Group, LLC History No change 145,412 44,055 12.55% 12.55% 110 0 0.0% Q2 2026 Aug 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 146,078 43,955 2.11% 2.11% 111 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 144,788 43,866 0.7% 0.7% 112 0 0.0% Q2 2026 Jul 28, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 144,347 43,732 2.22% 2.22% 113 0 0.0% Q2 2026 Sep 11, 2026
Farther Finance Advisors, LLC History Reduced 140,911 42,927 0.3% 0.34% 114 -3,267 -2.27% Q3 2026 Oct 08, 2026
Frank, Rimerman Advisors LLC History No change 141,373 42,832 2.43% 2.43% 115 0 0.0% Q2 2026 Jul 27, 2026
D'Orazio & Associates, Inc. History No change 141,092 42,746 4.95% 4.95% 116 0 0.0% Q2 2026 Jul 28, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 138,941 42,094 10.09% 10.09% 117 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 138,170 41,861 0.36% 0.36% 118 0 0.0% Q2 2026 Jul 27, 2026
Mirae Asset Global Investments Co., Ltd. History No change 137,964 41,798 0.06% 0.06% 119 0 0.0% Q2 2026 Jul 22, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 137,829 41,757 7.88% 7.88% 120 0 0.0% Q2 2026 Jul 09, 2026
STIFEL FINANCIAL CORP History No change 137,298 41,601 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 12, 2026
Financial Partners Group, Inc History No change 137,024 41,514 4.21% 4.21% 122 0 0.0% Q2 2026 Jul 23, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 133,319 40,614 6.61% 6.24% 123 +10,015 8.12% Q3 2026 Oct 08, 2026
Foguth Wealth Management, LLC. History No change 137,553 39,419 4.48% 4.48% 124 0 0.0% Q2 2026 Jul 21, 2026
Waterloo Capital, L.P. History No change 129,254 39,160 2.2% 2.2% 125 0 0.0% Q2 2026 Jul 29, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 127,139 38,519 6.64% 6.64% 126 0 0.0% Q2 2026 Aug 04, 2026
IFG Advisors, LLC History No change 123,215 37,330 5.15% 5.15% 127 0 0.0% Q2 2026 Jul 22, 2026
Sterling Investment Counsel, LLC History No change 122,854 37,221 8.76% 8.76% 128 0 0.0% Q2 2026 Jul 20, 2026
CVFG LLC History No change 122,370 37,074 3.89% 3.89% 129 0 0.0% Q2 2026 Aug 11, 2026
Stewardship Advisors, LLC History No change 122,211 37,026 7.69% 7.69% 130 0 0.0% Q2 2026 Jul 20, 2026
Hudock, Inc. History No change 121,336 36,761 4.71% 4.71% 131 0 0.0% Q2 2026 Jul 31, 2026
Global View Capital Management LLC History No change 120,688 36,564 7.55% 7.55% 132 0 0.0% Q2 2026 Jul 23, 2026
Global Wealth Strategies & Associates History Added to 119,428 36,382 6.67% 6.76% 133 +1,778 1.51% Q3 2026 Oct 01, 2026
Integrated Capital Management, LLC History No change 117,955 35,736 12.87% 12.87% 134 0 0.0% Q2 2026 Jul 31, 2026
JP Wealth Management, Inc. History Added to 116,619 35,526 22.51% 22.1% 135 +750 0.65% Q3 2026 Oct 07, 2026
Brookstone Capital Management History No change 117,219 35,513 0.36% 0.36% 136 0 0.0% Q2 2026 Jul 15, 2026
Horizon Wealth Management, LLC History No change 116,737 35,367 4.51% 4.51% 137 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 113,795 34,476 0.53% 0.53% 138 0 0.0% Q2 2026 Aug 06, 2026
Syntegra Private Wealth Group, LLC History No change 113,417 34,361 2.66% 2.66% 139 0 0.0% Q2 2026 Jul 15, 2026
StoneX Group Inc. History No change 112,053 33,948 1.37% 1.37% 140 0 0.0% Q2 2026 Aug 12, 2026
Apriem Advisors History No change 111,422 33,757 2.92% 2.92% 141 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 110,441 33,460 0.49% 0.49% 142 0 0.0% Q2 2026 Aug 11, 2026
Enclave Advisors LLC History No change 109,025 33,031 4.18% 4.18% 143 0 0.0% Q2 2026 Jul 14, 2026
ADAPT WEALTH ADVISORS, LLC History No change 108,910 32,996 10.79% 10.79% 144 0 0.0% Q2 2026 Aug 12, 2026
ACT Advisors, LLC. History No change 108,258 32,798 10.9% 10.9% 145 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 107,584 32,594 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
Advisors Preferred, LLC History No change 110,640 32,463 5.03% 5.03% 147 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 106,951 32,403 1.16% 1.16% 148 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 106,778 32,350 0.62% 0.62% 149 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 106,000 32,114 0.39% 0.39% 150 0 0.0% Q2 2026 Aug 07, 2026
Eagle Strategies LLC History No change 105,037 31,823 3.16% 3.16% 151 0 0.0% Q2 2026 Jul 21, 2026
Ayalon Insurance Comp Ltd. History Added to 102,632 31,266 2.6% 3.33% 152 +12,982 14.48% Q3 2026 Oct 08, 2026
GOLDMAN SACHS GROUP INC History No change 102,620 31,090 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Latko Wealth Management, Ltd. History No change 102,476 31,047 13.18% 13.18% 154 0 0.0% Q2 2026 Jul 24, 2026
Investment Planning Advisors, Inc. History No change 101,440 30,733 7.12% 7.12% 155 0 0.0% Q2 2026 Jul 23, 2026
Rollins Financial Advisors, LLC History No change 100,236 30,368 4.0% 4.0% 156 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 99,901 30,267 0.32% 0.32% 157 0 0.0% Q2 2026 Aug 03, 2026
Lido Advisors, LLC History No change 99,807 30,238 0.08% 0.08% 158 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 99,497 30,144 3.84% 3.84% 159 0 0.0% Q2 2026 Aug 12, 2026
AAF Wealth Management, LLC History No change 97,959 29,678 10.95% 10.95% 160 0 0.0% Q2 2026 Jul 17, 2026
BOKF, NA History No change 97,634 29,580 0.41% 0.41% 161 0 0.0% Q2 2026 Aug 10, 2026
GTS SECURITIES LLC History No change 96,625 29,280 0.62% 0.62% 162 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 95,196 28,841 0.19% 0.19% 163 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 95,124 28,819 0.91% 0.91% 164 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 94,765 28,733 0.16% 0.16% 165 0 0.0% Q2 2026 Aug 14, 2026
HILL ISLAND FINANCIAL LLC History No change 94,409 28,603 6.1% 6.1% 166 0 0.0% Q2 2026 Aug 11, 2026
Asset One Wealth Management LLC History No change 96,404 28,493 3.01% 3.01% 167 0 0.0% Q2 2026 Aug 13, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 91,944 27,892 3.21% 3.21% 168 0 0.0% Q2 2026 Jul 23, 2026
Asset Allocation Strategies LLC History No change 91,098 27,599 4.25% 4.25% 169 0 0.0% Q2 2026 Aug 17, 2026
AlTi Global, Inc. History No change 90,000 27,267 0.56% 0.56% 170 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 89,570 27,137 0.3% 0.3% 171 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC/CA History No change 89,512 27,119 3.76% 3.76% 172 0 0.0% Q2 2026 Aug 13, 2026
Atlas Legacy Advisors, LLC History No change 89,343 27,068 4.0% 4.0% 173 0 0.0% Q2 2026 Jul 31, 2026
Wick Capital Partners, LLC History No change 88,774 26,895 4.06% 4.06% 174 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 88,281 26,746 0.78% 0.78% 175 0 0.0% Q2 2026 Aug 11, 2026
AllGen Financial Advisors, Inc. History No change 85,045 25,766 5.63% 5.63% 176 0 0.0% Q2 2026 Jul 22, 2026
Analyst IMS Investment Management Services Ltd. History No change 83,990 25,447 0.59% 0.59% 177 0 0.0% Q2 2026 Jul 29, 2026
Members Advisory Group LLC History No change 82,427 24,973 6.97% 6.97% 178 0 0.0% Q2 2026 Jul 15, 2026
BANK HAPOALIM BM History No change 82,000 24,844 1.65% 1.65% 179 0 0.0% Q2 2026 Aug 05, 2026
Diversified Enterprises, LLC History No change 80,285 24,323 1.18% 1.18% 180 0 0.0% Q2 2026 Jul 31, 2026
Principia Wealth Advisory, LLC History No change 970,826 24,030 11.96% 11.96% 181 0 0.0% Q2 2026 Aug 26, 2026
CoreCap Advisors, LLC History Added to 78,010 23,764 0.68% 0.06% 182 +70,859 990.9% Q3 2026 Oct 08, 2026
Prospera Financial Services Inc History No change 78,303 23,751 0.34% 0.34% 183 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 78,155 23,678 0.09% 0.09% 184 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 77,218 23,394 1.76% 1.76% 185 0 0.0% Q2 2026 Sep 15, 2026
CITIGROUP INC History No change 76,687 23,233 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Advisory Services, LLC History No change 76,453 23,163 0.47% 0.47% 187 0 0.0% Q2 2026 Aug 14, 2026
Ocean Park Asset Management, LLC History No change 75,725 22,942 1.1% 1.1% 188 0 0.0% Q2 2026 Jul 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 75,333 22,823 0.64% 0.64% 189 0 0.0% Q2 2026 Aug 10, 2026
Solano Wealth Investment Advisors LLC History No change 75,296 22,812 10.38% 10.38% 190 0 0.0% Q2 2026 Jul 29, 2026
IHT Wealth Management, LLC History No change 75,295 22,811 0.49% 0.49% 191 0 0.0% Q2 2026 Aug 14, 2026
Div Capital Phoenix Assets Ltd History No change 75,000 22,722 3.9% 3.9% 192 0 0.0% Q2 2026 Jul 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 74,077 22,443 1.46% 1.46% 193 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 73,881 22,383 0.57% 0.57% 194 0 0.0% Q2 2026 Aug 05, 2026
Optiver Holding B.V. History No change 72,011 21,817 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 12, 2026
Clark Wealth Partners History No change 71,872 21,774 12.29% 12.29% 196 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 90,353 21,706 0.36% 0.36% 197 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 70,971 21,502 4.36% 4.36% 198 0 0.0% Q2 2026 Jul 15, 2026
Walker Financial Services, Inc. History No change 69,882 21,172 6.55% 6.55% 199 0 0.0% Q2 2026 Jul 15, 2026
Secure Asset Management, LLC History No change 69,722 21,123 2.96% 2.96% 200 0 0.0% Q2 2026 Jul 15, 2026
StoneCrest Wealth Management, Inc. History No change 69,520 21,062 6.73% 6.73% 201 0 0.0% Q2 2026 Jul 09, 2026
Drake & Associates, LLC History No change 69,048 20,919 3.52% 3.52% 202 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Advisory Group LLC History No change 69,033 20,914 1.41% 1.41% 203 0 0.0% Q2 2026 Jul 17, 2026
Sepio Capital, LP History No change 67,099 20,328 1.02% 1.02% 204 0 0.0% Q2 2026 Jul 28, 2026
Forge Financial Services LLC History No change 66,774 20,236 1.74% 1.74% 205 0 0.0% Q2 2026 Aug 07, 2026
B&D White Capital Company, LLC History No change 65,674 19,897 1.98% 1.98% 206 0 0.0% Q2 2026 Jul 31, 2026
Focus Financial Network, Inc. History No change 64,987 19,689 0.61% 0.61% 207 0 0.0% Q2 2026 Jul 09, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 64,823 19,639 6.92% 6.92% 208 0 0.0% Q2 2026 Jul 30, 2026
Carroll Advisory Group, LLC History No change 63,591 19,266 6.33% 6.33% 209 0 0.0% Q2 2026 Jul 23, 2026
Clarity Asset Management, Inc. History No change 73,661 19,197 9.41% 9.41% 210 0 0.0% Q2 2026 Jul 16, 2026
Roundview Capital LLC History No change 62,409 18,908 1.03% 1.03% 211 0 0.0% Q2 2026 Jul 30, 2026
Galvin, Gaustad & Stein, LLC History Added to 61,943 18,870 1.42% 0.45% 212 +41,845 208.2% Q3 2026 Oct 08, 2026
Empire Life Investments Inc. History No change 62,000 18,784 1.05% 1.05% 213 0 0.0% Q2 2026 Jul 24, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 61,729 18,702 2.79% 2.79% 214 0 0.0% Q2 2026 Jul 20, 2026
&PARTNERS History No change 61,425 18,583 0.08% 0.08% 215 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 61,000 18,481 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 13, 2026
David Kennon Inc History No change 60,880 18,444 6.09% 6.09% 217 0 0.0% Q2 2026 Jul 22, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 60,750 18,405 0.06% 0.06% 218 0 0.0% Q2 2026 Jul 28, 2026
Bauman Advisory Group, LLC History No change 60,629 18,368 9.72% 9.72% 219 0 0.0% Q2 2026 Aug 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 59,967 18,168 0.19% 0.19% 220 0 0.0% Q2 2026 Aug 14, 2026
GR FINANCIAL GROUP, LLC History No change 59,946 18,162 2.47% 2.47% 221 0 0.0% Q2 2026 Aug 03, 2026
Petix & Botte Co History No change 59,924 18,156 3.65% 3.65% 222 0 0.0% Q2 2026 Aug 04, 2026
Kinetic Wealth Investment Advisors LLC History No change 59,367 17,986 8.48% 8.48% 223 0 0.0% Q2 2026 Sep 02, 2026
Compass Financial Services Inc History No change 59,196 17,934 6.7% 6.7% 224 0 0.0% Q2 2026 Jul 24, 2026
Future Financial Wealth Managment LLC History No change 62,283 17,749 11.06% 11.06% 225 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 57,669 17,472 1.13% 1.13% 226 0 0.0% Q2 2026 Aug 05, 2026
Bucket List Wealth Management, LLC History No change 57,538 17,432 8.59% 8.59% 227 0 0.0% Q2 2026 Jul 16, 2026
Avior Wealth Management, LLC History No change 57,356 17,377 0.46% 0.46% 228 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 56,777 17,202 0.32% 0.32% 229 0 0.0% Q2 2026 Jul 15, 2026
Bluespring Wealth Management, LLC History No change 56,058 16,983 0.33% 0.33% 230 0 0.0% Q2 2026 Aug 11, 2026
ODonnell Financial Services, LLC History No change 55,775 16,898 4.97% 4.97% 231 0 0.0% Q2 2026 Aug 12, 2026
Cooper Capital Advisors LLC History No change 55,549 16,829 7.3% 7.3% 232 0 0.0% Q2 2026 Jul 22, 2026
CAP Partners, LLC History No change 54,257 16,438 8.04% 8.04% 233 0 0.0% Q2 2026 Jul 30, 2026
Transamerica Financial Advisors, LLC History No change 54,209 16,423 1.39% 1.39% 234 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 53,713 16,273 0.25% 0.25% 235 0 0.0% Q2 2026 Jul 15, 2026
BLAIR WILLIAM & CO/IL History No change 53,437 16,189 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 53,383 16,173 0.15% 0.15% 237 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 53,367 16,168 0.1% 0.1% 238 0 0.0% Q2 2026 Jul 20, 2026
URS Advisory LLC History No change 53,123 16,094 8.96% 8.96% 239 0 0.0% Q2 2026 Jul 27, 2026
PRAIRIE ADVISORY, LLC History No change 52,316 15,850 3.72% 3.72% 240 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 51,531 15,612 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 13, 2026
Tradition Wealth Management, LLC History No change 51,382 15,567 0.95% 0.95% 242 0 0.0% Q2 2026 Aug 11, 2026
Dogwood Wealth Management LLC History No change 51,179 15,505 6.12% 6.12% 243 0 0.0% Q2 2026 Jul 06, 2026
Sunrise Financial Services, LLC History No change 51,050 15,466 9.19% 9.19% 244 0 0.0% Q2 2026 Aug 12, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 49,842 15,100 4.67% 4.67% 245 0 0.0% Q2 2026 Jul 21, 2026
Modus Advisors, LLC History No change 49,566 15,017 3.71% 3.71% 246 0 0.0% Q2 2026 Aug 03, 2026
Lotus Asset Management LLC History No change 48,587 14,720 13.03% 13.03% 247 0 0.0% Q2 2026 Sep 09, 2026
Rehmann Capital Advisory Group History No change 48,169 14,581 0.67% 0.67% 248 0 0.0% Q2 2026 Aug 20, 2026
Central Pacific Bank - Trust Division History Added to 47,830 14,570 1.53% 1.4% 249 +2,240 4.91% Q3 2026 Oct 05, 2026
Congress Park Capital LLC History No change 47,167 14,290 3.86% 3.86% 250 0 0.0% Q2 2026 Jul 14, 2026
Kachkovsky & Fisher, Inc. History No change 46,461 14,086 13.55% 13.55% 251 0 0.0% Q2 2026 Sep 08, 2026
Baring Financial LLC History Added to 46,144 14,057 7.51% 7.46% 252 +1,380 3.08% Q3 2026 Oct 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 46,357 14,044 0.25% 0.25% 253 0 0.0% Q2 2026 Jul 14, 2026
Advisors Capital Management, LLC History No change 45,310 13,727 0.15% 0.15% 254 0 0.0% Q2 2026 Aug 11, 2026
Strategent Financial, LLC History No change 45,206 13,696 7.89% 7.89% 255 0 0.0% Q2 2026 Aug 03, 2026
TriCert Investment Counsel Inc. History No change 45,115 13,668 1.27% 1.27% 256 0 0.0% Q2 2026 Aug 10, 2026
Financial Enhancement Group LLC History Added to 43,816 13,667 1.57% 1.46% 257 +3,504 8.69% Q3 2026 Oct 08, 2026
Warner Group LLC History No change 45,112 13,667 3.37% 3.37% 258 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 44,957 13,620 0.83% 0.83% 259 0 0.0% Q2 2026 Aug 07, 2026
Retirement Management Systems Inc. History No change 44,612 13,516 2.77% 2.77% 260 0 0.0% Q2 2026 Jul 21, 2026
FCG Investment Co History No change 44,142 13,373 4.62% 4.62% 261 0 0.0% Q2 2026 Jul 13, 2026
Carter Financial Group, INC. History No change 44,132 13,370 6.93% 6.93% 262 0 0.0% Q2 2026 Jul 30, 2026
JBR Co Financial Management Inc History No change 43,848 13,284 4.85% 4.85% 263 0 0.0% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History No change 43,734 13,250 0.43% 0.43% 264 0 0.0% Q2 2026 Jul 17, 2026
Rooted Wealth Advisors, Inc. History No change 43,690 13,236 3.24% 3.24% 265 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 46,558 13,076 0.22% 0.22% 266 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 46,558 13,076 0.22% 0.22% 267 0 0.0% Q2 2026 Jul 29, 2026
LOWERY THOMAS, LLC History No change 43,021 13,028 6.36% 6.36% 268 0 0.0% Q2 2026 Jul 29, 2026
Trademark Financial Management, LLC History No change 42,876 12,990 5.32% 5.32% 269 0 0.0% Q2 2026 Jul 27, 2026
Evensky & Katz LLC History No change 42,827 12,975 0.67% 0.67% 270 0 0.0% Q2 2026 Jul 22, 2026
Kovack Advisors, Inc. History No change 43,409 12,970 0.62% 0.62% 271 0 0.0% Q2 2026 Jul 28, 2026
Sage Mountain Advisors LLC History No change 42,317 12,820 0.79% 0.79% 272 0 0.0% Q2 2026 Aug 05, 2026
Signal Advisors Wealth, LLC History No change 42,017 12,730 0.64% 0.64% 273 0 0.0% Q2 2026 Aug 04, 2026
bLong Financial, LLC History No change 41,832 12,673 8.25% 8.25% 274 0 0.0% Q2 2026 Jul 21, 2026
GERBER, LLC History No change 41,810 12,667 5.96% 5.96% 275 0 0.0% Q2 2026 Jul 29, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 41,422 12,549 1.81% 1.81% 276 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 41,397 12,542 0.17% 0.17% 277 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 41,163 12,471 0.44% 0.44% 278 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 41,100 12,452 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 40,890 12,388 0.3% 0.3% 280 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 40,522 12,277 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 40,488 12,266 0.14% 0.14% 282 0 0.0% Q2 2026 Aug 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 40,472 12,261 0.61% 0.61% 283 0 0.0% Q2 2026 Jul 20, 2026
Prota Financial, LLC History Added to 39,914 12,196 7.79% 7.44% 284 +2,053 5.42% Q3 2026 Oct 08, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 40,000 12,118 11.84% 11.84% 285 0 0.0% Q2 2026 Aug 06, 2026
HBW ADVISORY SERVICES LLC History No change 39,990 12,115 1.1% 1.1% 286 0 0.0% Q2 2026 Jul 16, 2026
Wall Street Financial Group, Inc. History No change 39,674 12,019 6.43% 6.43% 287 0 0.0% Q2 2026 Jul 13, 2026
RiverFront Investment Group, LLC History No change 39,503 11,968 0.16% 0.16% 288 0 0.0% Q2 2026 Jul 29, 2026
Wealth Group Ltd History Added to 38,644 11,928 2.21% 2.02% 289 +3,843 11.04% Q3 2026 Oct 07, 2026
Solitude Financial Services History No change 39,361 11,925 3.3% 3.3% 290 0 0.0% Q2 2026 Jul 24, 2026
CreativeOne Wealth, LLC History No change 39,217 11,881 0.26% 0.26% 291 0 0.0% Q2 2026 Aug 13, 2026
BARINGS LLC History No change 39,184 11,871 0.21% 0.21% 292 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 39,037 11,827 0.3% 0.3% 293 0 0.0% Q2 2026 Aug 07, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 38,081 11,755 4.78% 4.35% 294 +761 2.04% Q3 2026 Oct 06, 2026
Baird Financial Group, Inc. History No change 38,623 11,701 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 12, 2026
FSA WEALTH PARTNERS, INC. History No change 38,423 11,641 2.92% 2.92% 296 0 0.0% Q2 2026 Aug 03, 2026
Alpha Financial Advisors, LLC History No change 37,986 11,508 3.01% 3.01% 297 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 37,702 11,422 0.4% 0.4% 298 0 0.0% Q2 2026 Aug 05, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 37,651 11,407 0.78% 0.78% 299 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 37,625 11,399 0.49% 0.49% 300 0 0.0% Q2 2026 Jul 22, 2026
626 Financial, LLC History No change 37,500 11,361 4.42% 4.42% 301 0 0.0% Q2 2026 Jul 27, 2026
Trivium Point Advisory, LLC History No change 37,392 11,328 1.03% 1.03% 302 0 0.0% Q2 2026 Aug 06, 2026
Clarus Wealth Advisors History No change 38,204 11,188 4.31% 4.31% 303 0 0.0% Q2 2026 Jul 09, 2026
Fortis Group Advisors, LLC History No change 36,899 11,179 1.79% 1.79% 304 0 0.0% Q2 2026 Jul 24, 2026
Guardian Asset Advisors, LLC History No change 36,547 11,082 5.11% 5.11% 305 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 36,465 11,047 0.18% 0.18% 306 0 0.0% Q2 2026 Jul 31, 2026
BROWN ADVISORY INC History No change 34,662 10,501 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 35,060 10,430 0.96% 0.96% 308 0 0.0% Q2 2026 Jul 07, 2026
CALTON & ASSOCIATES, INC. History No change 34,292 10,389 1.52% 1.52% 309 0 0.0% Q2 2026 Aug 10, 2026
Aspire Growth Partners LLC History No change 33,799 10,240 5.95% 5.95% 310 0 0.0% Q2 2026 Jul 29, 2026
VANCE WEALTH, LLC History No change 33,509 10,152 2.29% 2.29% 311 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 33,411 10,122 0.2% 0.2% 312 0 0.0% Q2 2026 Jul 30, 2026
Total Clarity Wealth Management, Inc. History No change 33,348 10,103 1.96% 1.96% 313 0 0.0% Q2 2026 Jul 23, 2026
New Perspectives, Inc History No change 33,221 10,064 3.09% 3.09% 314 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 32,570 9,867 0.1% 0.1% 315 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 32,328 9,794 0.17% 0.17% 316 0 0.0% Q2 2026 Jul 21, 2026
Mutual Advisors, LLC History No change 32,249 9,770 0.18% 0.18% 317 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 32,038 9,706 0.65% 0.65% 318 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 31,588 9,570 0.63% 0.63% 319 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 31,487 9,539 0.22% 0.22% 320 0 0.0% Q2 2026 Aug 12, 2026
AA Financial Advisors, LLC History No change 31,440 9,525 1.15% 1.15% 321 0 0.0% Q2 2026 Jul 17, 2026
Park Place Capital Corp History No change 31,392 9,510 1.51% 1.51% 322 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History Added to 31,092 9,471 0.63% 0.5% 323 +5,631 22.12% Q3 2026 Oct 08, 2026
CABOT WEALTH MANAGEMENT INC History No change 31,176 9,445 0.96% 0.96% 324 0 0.0% Q2 2026 Jul 31, 2026
Raub Brock Capital Management LP History No change 31,145 9,435 2.6% 2.6% 325 0 0.0% Q2 2026 Jul 14, 2026
Intentional Wealth Strategies, LLC History No change 30,890 9,358 8.77% 8.77% 326 0 0.0% Q2 2026 Jul 28, 2026
Graney & King, LLC History No change 30,610 9,273 3.33% 3.33% 327 0 0.0% Q2 2026 Aug 07, 2026
Balance Wealth Partners LLC History No change 30,509 9,243 2.46% 2.46% 328 0 0.0% Q2 2026 Jul 21, 2026
Tempo Wealth, LLC History No change 30,490 9,237 1.37% 1.37% 329 0 0.0% Q2 2026 Jul 27, 2026
CENTAURUS FINANCIAL, INC. History No change 30,085 9,115 0.35% 0.35% 330 0 0.0% Q2 2026 Aug 17, 2026
Allen Investment Management, LLC History No change 30,007 9,091 0.11% 0.11% 331 0 0.0% Q2 2026 Aug 05, 2026
Envestnet Portfolio Solutions, Inc. History No change 29,954 9,075 0.04% 0.04% 332 0 0.0% Q2 2026 Sep 23, 2026
Mueller Wealth, LLC History No change 29,948 9,073 6.18% 6.18% 333 0 0.0% Q2 2026 Aug 03, 2026
Financial Futures Ltd Liability Co. History No change 29,805 9,030 3.44% 3.44% 334 0 0.0% Q2 2026 Jul 27, 2026
HT Partners LLC History No change 29,465 8,927 2.47% 2.47% 335 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 29,457 8,924 0.08% 0.08% 336 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 29,412 8,911 0.29% 0.29% 337 0 0.0% Q2 2026 Jul 31, 2026
Worth Asset Management, LLC History Reduced 29,248 8,910 2.6% 5.27% 338 -25,162 -46.25% Q3 2026 Oct 07, 2026
Milestones Private Investment Advisors LLC History No change 29,371 8,898 7.08% 7.08% 339 0 0.0% Q2 2026 Jul 24, 2026
GILL CAPITAL PARTNERS, LLC History No change 29,207 8,848 2.34% 2.34% 340 0 0.0% Q2 2026 Aug 20, 2026
Procyon Advisors, LLC History No change 29,200 8,846 0.38% 0.38% 341 0 0.0% Q2 2026 Jul 09, 2026
Tide Cove Capital Partners LLC History No change 29,643 8,834 5.72% 5.72% 342 0 0.0% Q2 2026 Aug 07, 2026
Safeguard Investment Advisory Group, LLC History No change 29,104 8,816 2.04% 2.04% 343 0 0.0% Q2 2026 Aug 13, 2026
Fosun International Ltd History No change 28,936 8,766 1.96% 1.96% 344 0 0.0% Q2 2026 Aug 12, 2026
Maia Wealth LLC History No change 28,812 8,729 1.29% 1.29% 345 0 0.0% Q2 2026 Jul 28, 2026
Premier Private Wealth Management LLC History No change 28,585 8,660 7.58% 7.58% 346 0 0.0% Q2 2026 Aug 13, 2026
Cooper Financial Group History Added to 27,994 8,528 0.68% 0.7% 347 +299 1.08% Q3 2026 Oct 07, 2026
ATX Financial Planning, LLC History No change 28,113 8,517 5.64% 5.64% 348 0 0.0% Q2 2026 Aug 20, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 28,008 8,485 1.29% 1.29% 349 0 0.0% Q2 2026 Jul 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 27,900 8,452 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 19, 2026
Echo45 Advisors LLC History Added to 27,552 8,393 3.82% 4.29% 351 +126 0.46% Q3 2026 Oct 07, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 27,564 8,351 1.78% 1.78% 352 0 0.0% Q2 2026 Jul 27, 2026
Eldridge Investment Advisors, Inc. History No change 27,415 8,305 1.64% 1.64% 353 0 0.0% Q2 2026 Aug 10, 2026
PCG Wealth Advisors, LLC History No change 27,380 8,295 1.85% 1.85% 354 0 0.0% Q2 2026 Aug 03, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 27,380 8,295 2.04% 2.04% 355 0 0.0% Q2 2026 Jul 30, 2026
Redwood Financial Network Corp History No change 27,231 8,250 4.57% 4.57% 356 0 0.0% Q2 2026 Aug 07, 2026
Gilbert Capital Group, Inc. History No change 26,751 8,104 5.68% 5.68% 357 0 0.0% Q2 2026 Jul 13, 2026
Appalachian Capital Management Ltd History No change 26,536 8,039 5.83% 5.83% 358 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 26,521 8,035 0.16% 0.16% 359 0 0.0% Q2 2026 Aug 06, 2026
Tennessee Valley Asset Management Partners History No change 26,203 7,938 0.88% 0.88% 360 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 26,121 7,913 0.08% 0.08% 361 0 0.0% Q2 2026 Jul 28, 2026
Visionary Wealth Advisors History No change 26,103 7,908 0.31% 0.31% 362 0 0.0% Q2 2026 Aug 13, 2026
LexAurum Advisors, LLC History No change 25,842 7,829 0.9% 0.9% 363 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 25,698 7,791 0.79% 0.79% 364 0 0.0% Q2 2026 Aug 13, 2026
Lansing Street Advisors History No change 25,403 7,696 1.63% 1.63% 365 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 25,302 7,665 0.14% 0.14% 366 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 25,224 7,642 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 13, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 25,192 7,632 0.99% 0.99% 368 0 0.0% Q2 2026 Jul 20, 2026
Pine Valley Investments Ltd Liability Co History No change 25,045 7,587 0.3% 0.3% 369 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 24,992 7,571 0.14% 0.14% 370 0 0.0% Q2 2026 Jul 09, 2026
FLOW TRADERS U.S. LLC History No change 24,793 7,512 0.31% 0.31% 371 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 24,699 7,482 0.42% 0.42% 372 0 0.0% Q2 2026 Jul 29, 2026
Stonehearth Capital Management, LLC History No change 24,543 7,435 2.54% 2.54% 373 0 0.0% Q2 2026 Jul 07, 2026
GenTrust, LLC History No change 24,170 7,322 0.28% 0.28% 374 0 0.0% Q2 2026 Aug 06, 2026
Great Lakes Retirement, Inc. History No change 24,116 7,304 0.65% 0.65% 375 0 0.0% Q2 2026 Jul 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 24,097 7,300 0.28% 0.28% 376 0 0.0% Q2 2026 Jul 22, 2026
BNP Paribas Asset Management Holding S.A. History No change 23,964 7,260 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 23,896 7,239 0.16% 0.16% 378 0 0.0% Q2 2026 Jul 22, 2026
Investment Advisory Services Group LLC History No change 23,714 7,184 5.26% 5.26% 379 0 0.0% Q2 2026 Jul 29, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 23,707 7,182 3.91% 3.91% 380 0 0.0% Q2 2026 Aug 07, 2026
Lynch Investment Planning, LLC History No change 23,567 7,140 5.49% 5.49% 381 0 0.0% Q2 2026 Jul 17, 2026
Caprock Group, LLC History No change 23,523 7,122 0.14% 0.14% 382 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 23,770 7,097 0.42% 0.42% 383 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Group, LLC /NE/ History No change 23,328 7,067 4.36% 4.36% 384 0 0.0% Q2 2026 Aug 11, 2026
Strategic Advisors LLC History No change 23,285 7,054 1.54% 1.54% 385 0 0.0% Q2 2026 Jul 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 23,232 7,038 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 14, 2026
Centennial Wealth Advisory LLC History No change 23,126 7,007 1.51% 1.51% 387 0 0.0% Q2 2026 Jul 13, 2026
USAdvisors Wealth Management, LLC History No change 23,075 6,991 2.0% 2.0% 388 0 0.0% Q2 2026 Jul 29, 2026
Collaborative Wealth Managment Inc. History No change 22,831 6,917 2.9% 2.9% 389 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial Consulting LLC History No change 22,796 6,906 4.68% 4.68% 390 0 0.0% Q2 2026 Aug 06, 2026
Pearl Planning LLC History No change 22,592 6,844 3.15% 3.15% 391 0 0.0% Q2 2026 Jul 21, 2026
IMG Wealth Management, Inc. History No change 22,510 6,819 3.8% 3.8% 392 0 0.0% Q2 2026 Aug 07, 2026
YHB Investment Advisors, Inc. History Added to 22,352 6,809 0.43% 0.38% 393 +2,602 13.17% Q3 2026 Oct 08, 2026
Eddie Patel Inc History No change 22,435 6,797 4.06% 4.06% 394 0 0.0% Q2 2026 Aug 11, 2026
Ascent Advisors, LLC History No change 22,703 6,779 7.82% 7.82% 395 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 22,146 6,709 0.58% 0.58% 396 0 0.0% Q2 2026 Aug 14, 2026
JGP Wealth Management, LLC History No change 21,974 6,657 0.6% 0.6% 397 0 0.0% Q2 2026 Jul 07, 2026
PlanVest Financial, Inc History No change 21,834 6,615 4.42% 4.42% 398 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 21,794 6,603 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 12, 2026
WJ Wealth Management, LLC History No change 21,727 6,582 2.6% 2.6% 400 0 0.0% Q2 2026 Aug 03, 2026
SYKON CAPITAL LLC History No change 21,557 6,531 2.01% 2.01% 401 0 0.0% Q2 2026 Aug 12, 2026
Encompass More Asset Management History No change 21,510 6,516 0.95% 0.95% 402 0 0.0% Q2 2026 Jul 14, 2026
FOCUS Wealth Advisors, LLC History No change 21,473 6,505 3.02% 3.02% 403 0 0.0% Q2 2026 Jul 07, 2026
High Note Wealth, LLC History No change 21,236 6,433 1.1% 1.1% 404 0 0.0% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History No change 21,079 6,386 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 27, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 21,040 6,374 1.73% 1.73% 406 0 0.0% Q2 2026 Jul 23, 2026
Bensler, LLC History No change 20,936 6,343 0.56% 0.56% 407 0 0.0% Q2 2026 Jul 23, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 20,796 6,335 0.63% 0.62% 408 -267 -1.27% Q3 2026 Oct 08, 2026
PRINCIPAL SECURITIES, INC. History No change 20,806 6,303 0.08% 0.08% 409 0 0.0% Q2 2026 Aug 04, 2026
Westside Investment Management, Inc. History No change 20,799 6,301 0.83% 0.83% 410 0 0.0% Q2 2026 Jul 27, 2026
Bernardo Wealth Planning LLC History No change 20,595 6,239 1.07% 1.07% 411 0 0.0% Q2 2026 Jul 27, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 20,581 6,235 2.43% 2.43% 412 0 0.0% Q2 2026 Jul 30, 2026
AssuredPartners Investment Advisors, LLC History No change 20,573 6,232 0.6% 0.6% 413 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 20,440 6,192 0.19% 0.19% 414 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 20,406 6,182 0.65% 0.65% 415 0 0.0% Q2 2026 Jul 29, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 20,298 6,149 2.3% 2.3% 416 0 0.0% Q2 2026 Aug 03, 2026
Onyx Bridge Wealth Group LLC History No change 20,021 6,065 0.55% 0.55% 417 0 0.0% Q2 2026 Jul 23, 2026
D.A. DAVIDSON & CO. History No change 19,966 6,049 0.03% 0.03% 418 0 0.0% Q2 2026 Jul 24, 2026
Prism Advisors, Inc. History Reduced 19,638 6,045 1.52% 1.62% 419 -2,409 -10.93% Q3 2026 Oct 09, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 19,896 6,027 0.11% 0.11% 420 0 0.0% Q2 2026 Aug 12, 2026
Faithward Advisors, LLC History No change 19,874 6,021 0.73% 0.73% 421 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 19,831 6,008 0.14% 0.14% 422 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 19,824 6,006 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 03, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 19,718 5,974 1.01% 1.01% 424 0 0.0% Q2 2026 Aug 10, 2026
Dorsey & Whitney Trust CO LLC History No change 19,592 5,935 0.29% 0.29% 425 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 19,552 5,923 0.6% 0.6% 426 0 0.0% Q2 2026 Jul 21, 2026
THEORY FINANCIAL LLC History No change 19,452 5,893 1.86% 1.86% 427 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 19,395 5,876 0.12% 0.12% 428 0 0.0% Q2 2026 Aug 03, 2026
Y.D. More Investments Ltd History No change 19,300 5,847 0.18% 0.18% 429 0 0.0% Q2 2026 Aug 05, 2026
Atlas Private Wealth Advisors History No change 19,270 5,838 1.28% 1.28% 430 0 0.0% Q2 2026 Jul 27, 2026
Coquina Private Wealth LLC History No change 19,243 5,830 3.96% 3.96% 431 0 0.0% Q2 2026 Jul 29, 2026
Triton Wealth Management, PLLC History No change 19,872 5,819 1.79% 1.79% 432 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 19,131 5,796 0.22% 0.22% 433 0 0.0% Q2 2026 Jul 23, 2026
SHUTTLEWORTH & Co History No change 19,034 5,766 4.61% 4.61% 434 0 0.0% Q2 2026 Aug 05, 2026
Avidian Wealth Enterprises, LLC History Added to 18,875 5,750 0.16% 0.13% 435 +3,069 19.42% Q3 2026 Oct 08, 2026
Dynamic Advisor Solutions LLC History No change 18,693 5,663 0.16% 0.16% 436 0 0.0% Q2 2026 Jul 07, 2026
Luken Investment Analytics, LLC History No change 18,487 5,601 1.96% 1.96% 437 0 0.0% Q2 2026 Jul 28, 2026
AGH Wealth Advisors, LLC History No change 18,418 5,584 3.52% 3.52% 438 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 18,192 5,511 0.33% 0.33% 439 0 0.0% Q2 2026 Aug 04, 2026
Purus Wealth Management, LLC History No change 18,083 5,478 1.51% 1.51% 440 0 0.0% Q2 2026 Jul 13, 2026
Sanchez Wealth Management Group History No change 17,897 5,422 0.95% 0.95% 441 0 0.0% Q2 2026 Jul 27, 2026
PAX Financial Group, LLC History No change 17,663 5,351 0.8% 0.8% 442 0 0.0% Q2 2026 Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 17,655 5,349 2.45% 2.45% 443 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History No change 17,470 5,292 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 17,301 5,241 3.08% 3.08% 445 0 0.0% Q2 2026 Jul 21, 2026
GeoWealth Management, LLC History No change 17,197 5,210 0.16% 0.16% 446 0 0.0% Q2 2026 Jul 30, 2026
Turning Point Benefit Group, Inc. History No change 17,326 5,202 2.24% 2.24% 447 0 0.0% Q2 2026 Jul 23, 2026
Landmark Wealth Management, LLC History No change 16,893 5,118 1.22% 1.22% 448 0 0.0% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 21,471 5,102 0.14% 0.14% 449 0 0.0% Q2 2026 Aug 13, 2026
Norris Financial Group, LLC History No change 16,719 5,065 2.02% 2.02% 450 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 16,609 5,031 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 18, 2026
National Philanthropic Trust History No change 16,606 5,031 0.07% 0.07% 452 0 0.0% Q2 2026 Aug 14, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 16,588 5,025 1.49% 1.49% 453 0 0.0% Q2 2026 Jul 31, 2026
Meridian Financial Advisors, LLC History No change 16,554 5,015 2.41% 2.41% 454 0 0.0% Q2 2026 Jul 22, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 16,469 4,990 2.09% 2.09% 455 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 16,392 4,966 0.09% 0.09% 456 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 16,300 4,938 0.0% 0.0% 457 0 0.0% Q2 2026 Sep 09, 2026
Regal Investment Advisors LLC History No change 15,892 4,814 0.25% 0.25% 458 0 0.0% Q2 2026 Aug 14, 2026
Circle Wealth Management, LLC History No change 15,881 4,811 0.06% 0.06% 459 0 0.0% Q2 2026 Aug 12, 2026
Family Legacy Financial Solutions, LLC History Added to 15,775 4,805 2.78% 2.86% 460 +305 1.97% Q3 2026 Oct 07, 2026
BKM Wealth Management, LLC History No change 15,816 4,791 1.7% 1.7% 461 0 0.0% Q2 2026 Jul 29, 2026
National Wealth Management Group, LLC History No change 15,810 4,789 1.48% 1.48% 462 0 0.0% Q2 2026 Jul 14, 2026
Vise Technologies, Inc. History No change 15,483 4,690 0.05% 0.05% 463 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 15,432 4,675 0.04% 0.04% 464 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 15,299 4,635 0.02% 0.02% 465 0 0.0% Q2 2026 Aug 11, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 15,291 4,632 1.32% 1.32% 466 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Financial Services, LLC History No change 15,226 4,613 0.62% 0.62% 467 0 0.0% Q2 2026 Jul 15, 2026
Cassaday & Co Wealth Management LLC History No change 15,201 4,605 0.09% 0.09% 468 0 0.0% Q2 2026 Aug 10, 2026
Hegarty Advisors, LLC History No change 15,181 4,599 3.16% 3.16% 469 0 0.0% Q2 2026 Jul 27, 2026
Elm3 Financial Group, LLC History Added to 15,060 4,587 3.06% 3.09% 470 +178 1.2% Q3 2026 Oct 07, 2026
Pathstone Holdings, LLC History No change 15,078 4,568 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 13, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 14,997 4,543 2.09% 2.09% 472 0 0.0% Q2 2026 Aug 13, 2026
Bellars Harris Wealth Management, LLC History No change 14,977 4,537 0.92% 0.92% 473 0 0.0% Q2 2026 Aug 06, 2026
Spartan Wealth Advisory Services LLC History No change 14,724 4,461 0.37% 0.37% 474 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 14,708 4,456 0.41% 0.41% 475 0 0.0% Q2 2026 Jul 22, 2026
Financial Engines Advisors L.L.C. History No change 14,678 4,446 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 14,664 4,442 1.4% 1.4% 477 0 0.0% Q2 2026 Jul 31, 2026
Keystone Wealth Services, LLC History No change 14,645 4,437 0.82% 0.82% 478 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 14,598 4,422 0.04% 0.04% 479 0 0.0% Q2 2026 Jul 27, 2026
Fidelis Wealth Advisors LLC History No change 14,590 4,420 6.62% 6.62% 480 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Wealth Management LLC History No change 14,547 4,412 1.99% 1.99% 481 0 0.0% Q2 2026 Jul 17, 2026
RAINIER FAMILY WEALTH INC History No change 14,383 4,357 2.48% 2.48% 482 0 0.0% Q2 2026 Jul 15, 2026
MONEY CONCEPTS CAPITAL CORP History No change 14,230 4,311 0.2% 0.2% 483 0 0.0% Q2 2026 Aug 04, 2026
Round Rock Advisors LLC History No change 14,212 4,305 0.55% 0.55% 484 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 14,160 4,290 0.22% 0.22% 485 0 0.0% Q2 2026 Jul 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 14,108 4,274 0.17% 0.17% 486 0 0.0% Q2 2026 Jul 27, 2026
J. M. Brown & Associates Inc. History No change 14,041 4,253 2.43% 2.43% 487 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 13,963 4,230 0.07% 0.07% 488 0 0.0% Q2 2026 Aug 10, 2026
Bestgate Wealth Advisors, LLC History No change 13,867 4,201 6.69% 6.69% 489 0 0.0% Q2 2026 Jul 29, 2026
Valeo Financial Advisors, LLC History Added to 13,720 4,179 0.09% 0.07% 490 +2,762 25.21% Q3 2026 Oct 08, 2026
JACKSON SQUARE CAPITAL, LLC History No change 13,638 4,131 0.57% 0.57% 491 0 0.0% Q2 2026 Jul 21, 2026
Lebenthal Global Advisors, LLC History No change 13,602 4,121 0.56% 0.56% 492 0 0.0% Q2 2026 Jul 30, 2026
FourThought Financial Partners, LLC History No change 13,546 4,103 0.32% 0.32% 493 0 0.0% Q2 2026 Aug 12, 2026
Patriot Financial Group Insurance Agency, LLC History No change 13,522 4,096 0.42% 0.42% 494 0 0.0% Q2 2026 Jul 16, 2026
Destiny Capital Corp/CO History No change 13,517 4,095 1.9% 1.9% 495 0 0.0% Q2 2026 Aug 10, 2026
Sandy Cove Advisors, LLC History No change 13,478 4,083 1.02% 1.02% 496 0 0.0% Q2 2026 Jul 07, 2026
Alchemi Wealth, LLC History No change 13,443 4,072 1.91% 1.91% 497 0 0.0% Q2 2026 Jul 29, 2026
AMG National Trust Bank History No change 13,323 4,036 0.08% 0.08% 498 0 0.0% Q2 2026 Aug 06, 2026
Douglass Winthrop Advisors, LLC History No change 13,260 4,017 0.07% 0.07% 499 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 13,140 3,980 0.33% 0.33% 500 0 0.0% Q2 2026 Aug 06, 2026
Essex Financial Services, Inc. History No change 13,106 3,970 0.2% 0.2% 501 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History Added to 12,945 3,943 0.85% 0.8% 502 +345 2.74% Q3 2026 Oct 06, 2026
Brown Financial Advisors History No change 12,924 3,915 1.37% 1.37% 503 0 0.0% Q2 2026 Aug 26, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 12,868 3,903 1.39% 1.39% 504 0 0.0% Q2 2026 Aug 11, 2026
Sulzberger Capital Advisors, Inc. History No change 12,777 3,870 3.78% 3.78% 505 0 0.0% Q2 2026 Jul 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 12,756 3,864 0.73% 0.73% 506 0 0.0% Q2 2026 Aug 06, 2026
Next Capital Management LLC History No change 12,533 3,797 1.02% 1.02% 507 0 0.0% Q2 2026 Aug 03, 2026
Garton & Associates Financial Advisors LLC History No change 12,502 3,787 8.56% 8.56% 508 0 0.0% Q2 2026 Aug 11, 2026
Greenline Wealth Management LLC History No change 12,491 3,784 3.11% 3.11% 509 0 0.0% Q2 2026 Jul 23, 2026
MONECO ADVISORS, LLC History No change 12,422 3,763 0.23% 0.23% 510 0 0.0% Q2 2026 Aug 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 12,297 3,746 0.24% 0.19% 511 +3,098 33.68% Q3 2026 Oct 08, 2026
Apollon Wealth Management, LLC History No change 12,345 3,740 0.05% 0.05% 512 0 0.0% Q2 2026 Jul 22, 2026
Flagship Private Wealth, LLC History No change 12,342 3,739 1.32% 1.32% 513 0 0.0% Q2 2026 Aug 04, 2026
Maridea Wealth Management LLC History No change 12,269 3,717 0.4% 0.4% 514 0 0.0% Q2 2026 Aug 06, 2026
BCS Wealth Management History No change 12,254 3,712 0.67% 0.67% 515 0 0.0% Q2 2026 Jul 16, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 12,243 3,709 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 22, 2026
Redhawk Wealth Advisors, Inc. History No change 12,177 3,689 0.36% 0.36% 517 0 0.0% Q2 2026 Jul 09, 2026
BEAM WEALTH ADVISORS, INC. History No change 12,164 3,685 0.81% 0.81% 518 0 0.0% Q2 2026 Jul 29, 2026
WEDBUSH SECURITIES INC History No change 12,064 3,655 0.09% 0.09% 519 0 0.0% Q2 2026 Jul 28, 2026
Ashton Thomas Private Wealth, LLC History No change 12,063 3,654 0.08% 0.08% 520 0 0.0% Q2 2026 Jul 29, 2026
SCS Capital Management LLC History No change 12,025 3,643 0.03% 0.03% 521 0 0.0% Q2 2026 Aug 06, 2026
Foster Victor Wealth Advisors, LLC History No change 12,287 3,640 0.19% 0.19% 522 0 0.0% Q2 2026 Jul 22, 2026
Austin Wealth Management, LLC History No change 12,702 3,636 0.77% 0.77% 523 0 0.0% Q2 2026 Jul 22, 2026
BlackRock, Inc. History No change 11,948 3,619 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 07, 2026
COMMERCE BANK History No change 11,939 3,617 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 12, 2026
Ducere Wealth Management LLC History No change 11,871 3,596 1.08% 1.08% 526 0 0.0% Q2 2026 Jul 28, 2026
Hyposwiss Advisors SA History No change 11,780 3,568 3.38% 3.38% 527 0 0.0% Q2 2026 Jul 21, 2026
WBI INVESTMENTS, LLC History No change 11,725 3,552 0.88% 0.88% 528 0 0.0% Q2 2026 Aug 11, 2026
NWF Advisory Services Inc. History No change 11,721 3,551 0.33% 0.33% 529 0 0.0% Q2 2026 Jul 29, 2026
Wagner Wealth Management, Corp History No change 11,683 3,539 2.86% 2.86% 530 0 0.0% Q2 2026 Aug 10, 2026
Rede Wealth, LLC History No change 11,675 3,537 1.17% 1.17% 531 0 0.0% Q2 2026 Aug 03, 2026
Crestwood Advisors Group, LLC History No change 11,608 3,516 0.05% 0.05% 532 0 0.0% Q2 2026 Aug 03, 2026
Mid-American Wealth Advisory Group, Inc. History No change 11,594 3,512 1.27% 1.27% 533 0 0.0% Q2 2026 Jul 16, 2026
Avise Financial Cooperative, Inc. History No change 11,430 3,462 2.46% 2.46% 534 0 0.0% Q2 2026 Aug 06, 2026
jvl associates llc History Added to 11,218 3,417 0.98% 0.96% 535 +48 0.43% Q3 2026 Oct 09, 2026
Third View Private Wealth, LLC History No change 11,233 3,403 0.42% 0.42% 536 0 0.0% Q2 2026 Jul 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 11,145 3,376 0.05% 0.05% 537 0 0.0% Q2 2026 Aug 03, 2026
Connecticut Capital Management Group, LLC History No change 11,055 3,349 2.7% 2.7% 538 0 0.0% Q2 2026 Jul 17, 2026
CFS Investment Advisory Services, LLC History No change 11,395 3,343 0.22% 0.22% 539 0 0.0% Q2 2026 Jul 16, 2026
Wealth Management Nebraska History No change 10,919 3,308 0.3% 0.3% 540 0 0.0% Q2 2026 Jul 27, 2026
XTX Topco Ltd History No change 10,862 3,290 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 10,738 3,253 0.17% 0.17% 542 0 0.0% Q2 2026 Jul 31, 2026
Luminist Capital LLC History No change 23,031 3,251 3.65% 3.65% 543 0 0.0% Q2 2026 Aug 07, 2026
Tactive Advisors, LLC History Reduced 10,630 3,238 0.78% 2.2% 544 -18,829 -63.92% Q3 2026 Oct 08, 2026
Paladin Wealth, LLC History No change 10,670 3,232 1.88% 1.88% 545 0 0.0% Q2 2026 Jul 09, 2026
Falcon Wealth Planning History No change 10,636 3,222 0.2% 0.2% 546 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Advisory, LLC History No change 10,532 3,190 0.26% 0.26% 547 0 0.0% Q2 2026 Jul 29, 2026
Marshall Financial Group, LLC History No change 10,523 3,188 0.46% 0.46% 548 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 10,486 3,177 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 20, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 10,487 3,177 2.34% 2.34% 550 0 0.0% Q2 2026 Aug 07, 2026
Koshinski Asset Management, Inc. History No change 10,487 3,177 0.17% 0.17% 551 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 10,485 3,176 0.77% 0.77% 552 0 0.0% Q2 2026 Jul 21, 2026
KIECKHEFER GROUP LLC History No change 10,480 3,175 1.29% 1.29% 553 0 0.0% Q2 2026 Jul 21, 2026
Texas Yale Capital Corp. History No change 10,395 3,149 0.07% 0.07% 554 0 0.0% Q2 2026 Aug 12, 2026
Balentine LLC History No change 10,389 3,147 0.11% 0.11% 555 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 10,306 3,122 0.25% 0.25% 556 0 0.0% Q2 2026 Jul 28, 2026
SFM, LLC History No change 10,299 3,120 1.6% 1.6% 557 0 0.0% Q2 2026 Jul 07, 2026
FIRST FINANCIAL CORP /IN/ History No change 10,295 3,119 1.08% 1.08% 558 0 0.0% Q2 2026 Jul 07, 2026
ZEGA Investments, LLC History No change 10,291 3,117 0.32% 0.32% 559 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 10,272 3,112 0.12% 0.12% 560 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Managment, LLC/ID History No change 10,250 3,105 1.28% 1.28% 561 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 10,178 3,083 0.14% 0.14% 562 0 0.0% Q2 2026 Aug 11, 2026
NWAM LLC History No change 10,174 3,082 0.15% 0.15% 563 0 0.0% Q2 2026 Jul 23, 2026
Root Financial Partners, LLC History No change 10,119 3,065 0.12% 0.12% 564 0 0.0% Q2 2026 Jul 29, 2026
Three Seasons Wealth, LLC History No change 10,088 3,056 0.28% 0.28% 565 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,023 3,036 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 9,948 3,014 0.09% 0.09% 567 0 0.0% Q2 2026 Jul 30, 2026
RDA Financial Network History No change 9,844 2,982 0.65% 0.65% 568 0 0.0% Q2 2026 Jul 06, 2026
Dougherty & Associates, LLC History No change 9,814 2,973 2.38% 2.38% 569 0 0.0% Q2 2026 Jul 16, 2026
Sightline Wealth Advisors, LLC History No change 9,721 2,945 1.08% 1.08% 570 0 0.0% Q2 2026 Jul 22, 2026
Strategic Blueprint, LLC History No change 9,701 2,938 0.15% 0.15% 571 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 9,695 2,937 0.06% 0.06% 572 0 0.0% Q2 2026 Jul 17, 2026
Sequent Planning LLC History No change 9,689 2,935 0.63% 0.63% 573 0 0.0% Q2 2026 Aug 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 9,633 2,918 1.93% 1.93% 574 0 0.0% Q2 2026 Aug 05, 2026
Second Line Capital, LLC History No change 9,612 2,912 0.54% 0.54% 575 0 0.0% Q2 2026 Sep 02, 2026
Balefire, LLC History New 9,491 2,891 0.45% — 576 +9,491 New Q3 2026 Oct 09, 2026
FIFTH THIRD BANCORP History No change 9,499 2,877 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 05, 2026
Providence First Trust Co History No change 9,484 2,873 0.8% 0.8% 578 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 9,450 2,863 0.23% 0.23% 579 0 0.0% Q2 2026 Aug 06, 2026
Reliant Investment Partners, LLC History No change 9,437 2,859 1.94% 1.94% 580 0 0.0% Q2 2026 Aug 11, 2026
Box Hill Private Wealth LLC History Added to 9,367 2,853 2.07% 1.97% 581 +1,265 15.61% Q3 2026 Oct 05, 2026
GK Wealth Management LLC History Reduced 9,316 2,837 1.6% 1.98% 582 -3,124 -25.11% Q3 2026 Oct 09, 2026
Pioneer Family Office, LLC History No change 9,350 2,832 1.46% 1.46% 583 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Wealth Management, LLC History No change 9,287 2,813 1.29% 1.29% 584 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 9,157 2,774 0.01% 0.01% 585 0 0.0% Q2 2026 Aug 14, 2026
WEALTHGARDEN F.S. LLC History No change 9,057 2,744 1.56% 1.56% 586 0 0.0% Q2 2026 Jul 31, 2026
AdvisorNet Financial, Inc History No change 8,979 2,720 0.12% 0.12% 587 0 0.0% Q2 2026 Jul 23, 2026
Vienna Asset Management LLC History No change 8,949 2,711 1.9% 1.9% 588 0 0.0% Q2 2026 Aug 14, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 8,865 2,685 0.89% 0.89% 589 0 0.0% Q2 2026 Jul 22, 2026
E Fund Management Co., Ltd. History No change 8,865 2,685 0.06% 0.06% 590 0 0.0% Q2 2026 Aug 10, 2026
Valued Retirements, Inc. History No change 8,822 2,672 2.4% 2.4% 591 0 0.0% Q2 2026 Aug 13, 2026
Weitzel Financial Services, Inc. History No change 9,065 2,654 0.9% 0.9% 592 0 0.0% Q2 2026 Jul 14, 2026
Invst, LLC History No change 8,731 2,645 0.26% 0.26% 593 0 0.0% Q2 2026 Aug 14, 2026
Redwood Family Wealth LLC History No change 8,678 2,629 2.31% 2.31% 594 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 8,654 2,621 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 8,583 2,600 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 8,512 2,579 0.06% 0.06% 597 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 8,489 2,571 0.2% 0.2% 598 0 0.0% Q2 2026 Jul 16, 2026
CERTUITY, LLC History No change 8,420 2,550 0.13% 0.13% 599 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 8,366 2,529 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 8,300 2,514 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 11, 2026
Evanson Financial, LLC History No change 8,288 2,511 0.12% 0.12% 602 0 0.0% Q2 2026 Jul 07, 2026
Curtis Advisory Group, LLC History No change 8,273 2,506 0.49% 0.49% 603 0 0.0% Q2 2026 Jul 29, 2026
SFMG, LLC History No change 8,044 2,437 0.15% 0.15% 604 0 0.0% Q2 2026 Aug 13, 2026
FULTON BANK, N.A. History No change 8,040 2,435 0.07% 0.07% 605 0 0.0% Q2 2026 Jul 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 8,007 2,425 0.13% 0.13% 606 0 0.0% Q2 2026 Aug 14, 2026
Proactive Wealth Strategies LLC History No change 7,949 2,409 0.39% 0.39% 607 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 7,870 2,384 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 7,862 2,382 0.54% 0.54% 609 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 7,861 2,381 1.27% 1.27% 610 0 0.0% Q2 2026 Aug 10, 2026
Csenge Advisory Group History No change 7,822 2,369 0.1% 0.1% 611 0 0.0% Q2 2026 Aug 10, 2026
Global Financial Private Client, LLC History No change 7,807 2,365 0.64% 0.64% 612 0 0.0% Q2 2026 Jul 20, 2026
Crescent Grove Advisors, LLC History No change 7,795 2,361 0.2% 0.2% 613 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 7,785 2,358 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 11, 2026
Blue Edge Capital, LLC History No change 7,778 2,356 0.28% 0.28% 615 0 0.0% Q2 2026 Aug 14, 2026
Seros Financial, LLC History No change 7,683 2,327 1.21% 1.21% 616 0 0.0% Q2 2026 Aug 13, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 7,630 2,311 0.7% 0.7% 617 0 0.0% Q2 2026 Jul 16, 2026
Arkadios Wealth Advisors History No change 7,583 2,297 0.03% 0.03% 618 0 0.0% Q2 2026 Aug 10, 2026
New Insight Wealth Advisors History No change 7,504 2,273 0.67% 0.67% 619 0 0.0% Q2 2026 Jul 27, 2026
SMI Advisory Services, LLC History No change 7,608 2,263 0.37% 0.37% 620 0 0.0% Q2 2026 Jul 09, 2026
Goldstein Advisors, LLC History No change 7,471 2,263 0.21% 0.21% 621 0 0.0% Q2 2026 Jul 20, 2026
Emerald Advisors, LLC History No change 7,469 2,262 0.28% 0.28% 622 0 0.0% Q2 2026 Jul 20, 2026
Advus Financial Partners, LLC History No change 7,438 2,253 0.64% 0.64% 623 0 0.0% Q2 2026 Oct 02, 2026
Triton Financial Group Inc History No change 7,374 2,234 1.29% 1.29% 624 0 0.0% Q2 2026 Aug 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7,359 2,228 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 10, 2026
Ranch Capital Advisors Inc. History No change 7,347 2,225 0.7% 0.7% 626 0 0.0% Q2 2026 Aug 03, 2026
Canvas Wealth Advisors, LLC History No change 7,238 2,192 0.31% 0.31% 627 0 0.0% Q2 2026 Jul 10, 2026
SMITH, MOORE & CO. History No change 7,235 2,191 0.14% 0.14% 628 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 7,200 2,181 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 7,153 2,167 0.2% 0.2% 630 0 0.0% Q2 2026 Jul 24, 2026
Strong Tower Advisory Services History No change 7,137 2,162 0.39% 0.39% 631 0 0.0% Q2 2026 Jul 13, 2026
CABANA LLC History No change 7,058 2,139 16.12% 16.12% 632 0 0.0% Q2 2026 Jul 10, 2026
Ensign Peak Advisors, Inc History No change 7,020 2,126 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 14, 2026
Relyea Zuckerberg Hanson LLC History No change 7,013 2,124 0.18% 0.18% 634 0 0.0% Q2 2026 Jul 16, 2026
Prostatis Group LLC History No change 6,998 2,120 0.49% 0.49% 635 0 0.0% Q2 2026 Aug 14, 2026
Pavaki Capital Management LLC History No change 7,000 2,120 0.74% 0.74% 636 0 0.0% Q2 2026 Aug 07, 2026
Tailwinds Wealth, LLC History No change 6,952 2,106 1.24% 1.24% 637 0 0.0% Q2 2026 Jul 13, 2026
Virtue Capital Management, LLC History No change 6,936 2,101 0.28% 0.28% 638 0 0.0% Q2 2026 Aug 05, 2026
Trinity Wealth Management, LLC History No change 6,897 2,089 0.66% 0.66% 639 0 0.0% Q2 2026 Jul 07, 2026
CRA Financial Services, LLC History No change 6,878 2,083 0.24% 0.24% 640 0 0.0% Q2 2026 Jul 24, 2026
Kellett Wealth Advisors, LLC History No change 6,850 2,075 0.97% 0.97% 641 0 0.0% Q2 2026 Jul 23, 2026
BLVD Private Wealth, LLC History No change 6,782 2,054 1.53% 1.53% 642 0 0.0% Q2 2026 Jul 23, 2026
Fiscal Wisdom Wealth Management, LLC History No change 6,777 2,053 1.74% 1.74% 643 0 0.0% Q2 2026 Jul 21, 2026
American Financial Advisors, LLC History No change 6,739 2,041 0.25% 0.25% 644 0 0.0% Q2 2026 Jul 14, 2026
Resonant Capital Advisors, LLC History No change 6,661 2,018 0.1% 0.1% 645 0 0.0% Q2 2026 Jul 24, 2026
OxenFree Capital LLC History Added to 6,452 2,017 0.87% 0.83% 646 +239 3.85% Q3 2026 Oct 07, 2026
Mattson Financial Services, LLC History No change 6,858 1,993 0.42% 0.42% 647 0 0.0% Q2 2026 Aug 04, 2026
BXM Wealth LLC History No change 6,569 1,990 1.08% 1.08% 648 0 0.0% Q2 2026 Jul 24, 2026
Wedmont Private Capital History Reduced 6,444 1,983 0.05% 0.05% 649 -74 -1.14% Q3 2026 Oct 09, 2026
Hound Partners, LLC History No change 6,500 1,969 0.23% 0.23% 650 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 6,470 1,960 0.05% 0.05% 651 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History Added to 6,421 1,956 0.44% 0.43% 652 +135 2.15% Q3 2026 Oct 08, 2026
Texas Capital Bank Wealth Management Services Inc History No change 6,392 1,936 0.1% 0.1% 653 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 6,360 1,926 0.11% 0.11% 654 0 0.0% Q2 2026 Jul 15, 2026
Pacific Point Advisors, LLC History No change 6,360 1,926 0.88% 0.88% 655 0 0.0% Q2 2026 Jul 24, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 6,355 1,925 0.16% 0.16% 656 0 0.0% Q2 2026 Jul 28, 2026
Financial & Tax Architects, LLC History No change 6,249 1,893 0.4% 0.4% 657 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 6,208 1,880 0.34% 0.34% 658 0 0.0% Q2 2026 Jul 20, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 6,205 1,879 0.87% 0.87% 659 0 0.0% Q2 2026 Jul 10, 2026
Colonial River Investments, LLC History No change 6,195 1,877 0.53% 0.53% 660 0 0.0% Q2 2026 Jul 24, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 6,192 1,875 0.72% 0.72% 661 0 0.0% Q2 2026 Jul 09, 2026
Nadler Financial Group, Inc. History No change 6,158 1,865 0.16% 0.16% 662 0 0.0% Q2 2026 Jul 29, 2026
TBH Global Asset Management, LLC History No change 6,132 1,857 0.34% 0.34% 663 0 0.0% Q2 2026 Aug 05, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 6,120 1,854 0.44% 0.44% 664 0 0.0% Q2 2026 Jul 15, 2026
Flavin Financial Services, Inc. History No change 6,039 1,829 1.04% 1.04% 665 0 0.0% Q2 2026 Aug 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 6,033 1,827 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 17, 2026
Mascagni Wealth Management, Inc. History No change 6,005 1,819 1.13% 1.13% 667 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 5,980 1,811 0.41% 0.41% 668 0 0.0% Q2 2026 Jul 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,970 1,808 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 23, 2026
Clear Creek Financial Management, LLC History No change 5,969 1,808 0.12% 0.12% 670 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 5,951 1,803 0.05% 0.05% 671 0 0.0% Q2 2026 Aug 04, 2026
Moors & Cabot, Inc. History No change 5,928 1,795 0.07% 0.07% 672 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 5,846 1,771 0.3% 0.3% 673 0 0.0% Q2 2026 Aug 14, 2026
Altus Wealth Group LLC History No change 5,841 1,769 0.64% 0.64% 674 0 0.0% Q2 2026 Jul 17, 2026
Marble Harbor Investment Counsel, LLC History No change 5,801 1,757 0.18% 0.18% 675 0 0.0% Q2 2026 Aug 07, 2026
6th Street Advisors, LLC History No change 5,752 1,742 1.0% 1.0% 676 0 0.0% Q2 2026 Jul 23, 2026
Keystone Financial Group History No change 5,748 1,741 0.1% 0.1% 677 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 5,742 1,739 0.05% 0.05% 678 0 0.0% Q2 2026 Jul 15, 2026
Presidio Capital Management, LLC History No change 5,698 1,726 0.43% 0.43% 679 0 0.0% Q2 2026 Jul 14, 2026
Ipsen Advisor Group LLC History No change 5,670 1,717 1.1% 1.1% 680 0 0.0% Q2 2026 Jul 29, 2026
Arsenal Capital Advisors LLC History No change 5,610 1,699 1.0% 1.0% 681 0 0.0% Q2 2026 Aug 11, 2026
Tanglewood Wealth Management, Inc. History No change 5,556 1,683 0.14% 0.14% 682 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,554 1,682 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 13, 2026
SANDER CAPITAL ADVISORS INC History No change 5,540 1,679 0.89% 0.89% 684 0 0.0% Q2 2026 Jul 16, 2026
Pine Harbor Wealth Management, LLC History No change 5,516 1,671 0.45% 0.45% 685 0 0.0% Q2 2026 Aug 13, 2026
Opulen Financial Group LLC History No change 5,517 1,671 1.05% 1.05% 686 0 0.0% Q2 2026 Jul 27, 2026
RIA Advisory Group LLC History No change 5,513 1,670 0.36% 0.36% 687 0 0.0% Q2 2026 Jul 23, 2026
Pacific Asset Management, LLC History No change 5,486 1,662 0.82% 0.82% 688 0 0.0% Q2 2026 Jul 27, 2026
Sharkey, Howes & Javer History No change 5,384 1,631 0.2% 0.2% 689 0 0.0% Q2 2026 Jul 09, 2026
Quartz Partners, LLC History No change 5,379 1,629 0.53% 0.53% 690 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 5,335 1,616 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 17, 2026
PENNINGTON PARTNERS & CO., LLC History No change 5,336 1,616 0.52% 0.52% 692 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 5,299 1,605 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 06, 2026
J HAGAN CAPITAL, INC. History No change 5,275 1,598 0.74% 0.74% 694 0 0.0% Q2 2026 Aug 14, 2026
Performance Wealth Partners, LLC History No change 5,254 1,591 0.04% 0.04% 695 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 5,323 1,589 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 5,204 1,576 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 05, 2026
Renasant Bank History No change 5,181 1,569 1.01% 1.01% 698 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 5,152 1,560 0.31% 0.31% 699 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 5,131 1,554 0.09% 0.09% 700 0 0.0% Q2 2026 Aug 14, 2026
Rockingstone Advisors LLC History No change 5,108 1,547 0.62% 0.62% 701 0 0.0% Q2 2026 Jul 13, 2026
Keating Financial Advisory Services, Inc. History No change 5,025 1,522 0.2% 0.2% 702 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 5,021 1,521 0.24% 0.24% 703 0 0.0% Q2 2026 Aug 10, 2026
Bullock Wealth Management Group History Added to 4,975 1,520 0.63% 0.62% 704 +187 3.91% Q3 2026 Oct 09, 2026
Bridgewater Advisors Inc. History No change 5,248 1,512 0.08% 0.08% 705 0 0.0% Q2 2026 Aug 05, 2026
Nicholas Wealth, LLC. History No change 4,981 1,509 0.83% 0.83% 706 0 0.0% Q2 2026 Jul 24, 2026
JDM Financial Group LLC History No change 4,946 1,498 0.51% 0.51% 707 0 0.0% Q2 2026 Aug 17, 2026
Cape Investment Advisory, Inc. History No change 4,937 1,495 0.4% 0.4% 708 0 0.0% Q2 2026 Jul 23, 2026
Lord & Richards Wealth Management, LLC History No change 4,927 1,492 1.17% 1.17% 709 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,913 1,488 0.02% 0.02% 710 0 0.0% Q2 2026 Jul 20, 2026
Revisor Wealth Management LLC History No change 4,876 1,477 0.35% 0.35% 711 0 0.0% Q2 2026 Jul 21, 2026
Fisher Asset Management, LLC History No change 4,866 1,474 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 04, 2026
Dedeker Financial LLC History No change 4,849 1,469 0.83% 0.83% 713 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,843 1,467 0.05% 0.05% 714 0 0.0% Q2 2026 Jul 31, 2026
OPTIMA CAPITAL LLC History No change 4,793 1,452 0.57% 0.57% 715 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 4,778 1,447 0.05% 0.05% 716 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 4,701 1,424 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 4,703 1,424 0.28% 0.28% 718 0 0.0% Q2 2026 Jul 10, 2026
Sun Group Wealth Partners History No change 4,684 1,419 0.97% 0.97% 719 0 0.0% Q2 2026 Jul 23, 2026
Legacy Private Trust Co. History Added to 4,654 1,417 0.08% 0.08% 720 +33 0.71% Q3 2026 Oct 06, 2026
STEPHENS INC /AR/ History No change 4,670 1,415 0.02% 0.02% 721 0 0.0% Q2 2026 Jul 29, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,668 1,414 0.01% 0.01% 722 0 0.0% Q2 2026 Sep 23, 2026
Blue Chip Partners, LLC History No change 4,663 1,412 0.09% 0.09% 723 0 0.0% Q2 2026 Aug 14, 2026
MW ADVISORY, LLC History No change 4,655 1,410 0.56% 0.56% 724 0 0.0% Q2 2026 Aug 07, 2026
BIRCH FINANCIAL GROUP, LLC History No change 4,622 1,400 0.72% 0.72% 725 0 0.0% Q2 2026 Jul 15, 2026
Alta Wealth Advisors LLC History No change 4,612 1,397 0.38% 0.38% 726 0 0.0% Q2 2026 Jul 30, 2026
Plum Street Advisors, LLC History No change 4,606 1,395 0.45% 0.45% 727 0 0.0% Q2 2026 Aug 13, 2026
Advisor Resource Council History No change 4,668 1,389 0.39% 0.39% 728 0 0.0% Q2 2026 Jul 28, 2026
Independent Wealth Network Inc. History No change 4,582 1,388 0.35% 0.35% 729 0 0.0% Q2 2026 Jul 20, 2026
Clarendon Private LLC History No change 4,580 1,387 0.89% 0.89% 730 0 0.0% Q2 2026 Jul 22, 2026
GLENMEDE TRUST CO NA History No change 4,565 1,383 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History No change 4,629 1,378 0.04% 0.04% 732 0 0.0% Q2 2026 Jul 15, 2026
Sierra Capital LLC History No change 4,524 1,370 0.13% 0.13% 733 0 0.0% Q2 2026 Aug 13, 2026
Mount Lucas Management LP History No change 4,518 1,368 0.49% 0.49% 734 0 0.0% Q2 2026 Aug 10, 2026
AlphaCentric Advisors LLC History No change 4,518 1,368 1.16% 1.16% 735 0 0.0% Q2 2026 Jul 24, 2026
Blue Water Asset Management History No change 4,509 1,366 0.44% 0.44% 736 0 0.0% Q2 2026 Aug 03, 2026
Ankerstar Wealth, LLC History No change 4,510 1,366 1.15% 1.15% 737 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 4,492 1,360 0.08% 0.08% 738 0 0.0% Q2 2026 Jul 23, 2026
COFG Advisors, LLC History No change 4,458 1,350 0.23% 0.23% 739 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 4,374 1,325 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 4,373 1,324 0.48% 0.48% 741 0 0.0% Q2 2026 Jul 30, 2026
Fortune Financial Group, Inc. History No change 4,311 1,305 1.02% 1.02% 742 0 0.0% Q2 2026 Jul 24, 2026
Naviter Wealth, LLC History No change 4,260 1,290 0.12% 0.12% 743 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,259 1,290 0.05% 0.05% 744 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 4,228 1,280 0.15% 0.15% 745 0 0.0% Q2 2026 Sep 02, 2026
Chicago Partners Investment Group LLC History No change 4,412 1,257 0.03% 0.03% 746 0 0.0% Q2 2026 Jul 29, 2026
Aldebaran Financial Inc. History No change 4,104 1,243 1.01% 1.01% 747 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,081 1,236 0.04% 0.04% 748 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 4,077 1,235 0.23% 0.23% 749 0 0.0% Q2 2026 Aug 14, 2026
Goodman Advisory Group, LLC History No change 4,065 1,231 0.28% 0.28% 750 0 0.0% Q2 2026 Aug 12, 2026
Pitti Group Wealth Management, LLC History No change 4,056 1,228 0.89% 0.89% 751 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 4,044 1,225 0.07% 0.07% 752 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 4,033 1,221 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 11, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 4,032 1,221 1.05% 1.05% 754 0 0.0% Q2 2026 Jul 14, 2026
Perennial Investment Advisors, LLC History No change 4,018 1,217 0.08% 0.08% 755 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 4,001 1,212 0.06% 0.06% 756 0 0.0% Q2 2026 Jul 23, 2026
Greenwich Wealth Management LLC History No change 3,983 1,207 0.04% 0.04% 757 0 0.0% Q2 2026 Aug 12, 2026
Three Cord True Wealth Management, LLC History No change 3,968 1,202 0.57% 0.57% 758 0 0.0% Q2 2026 Jul 23, 2026
PACIFIC FINANCIAL GROUP INC History No change 3,936 1,192 0.57% 0.57% 759 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History No change 3,933 1,191 0.13% 0.13% 760 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisors, LLC History No change 3,920 1,187 0.02% 0.02% 761 0 0.0% Q2 2026 Aug 06, 2026
Modera Wealth Management, LLC History No change 3,900 1,181 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 03, 2026
Snowden Capital Advisors LLC History No change 3,892 1,179 0.03% 0.03% 763 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,852 1,167 0.04% 0.04% 764 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,841 1,163 0.02% 0.02% 765 0 0.0% Q2 2026 Aug 11, 2026
Equity Wealth Partners, LLC History No change 3,830 1,160 0.42% 0.42% 766 0 0.0% Q2 2026 Jul 27, 2026
Facet Wealth, Inc. History No change 3,809 1,154 0.02% 0.02% 767 0 0.0% Q2 2026 Jul 27, 2026
Strategies Wealth Advisors, LLC History No change 3,807 1,153 0.1% 0.1% 768 0 0.0% Q2 2026 Aug 14, 2026
Firestone Capital Management History No change 3,792 1,148 0.21% 0.21% 769 0 0.0% Q2 2026 Jul 31, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,785 1,146 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 12, 2026
LOOMIS SAYLES & CO L P History No change 3,773 1,143 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 3,755 1,137 0.07% 0.07% 772 0 0.0% Q2 2026 Aug 07, 2026
Clare Market Investments LLC History No change 3,750 1,136 0.21% 0.21% 773 0 0.0% Q2 2026 Jul 27, 2026
Shoker Investment Counsel, Inc. History No change 3,730 1,130 0.28% 0.28% 774 0 0.0% Q2 2026 Aug 10, 2026
AlphaStar Capital Management, LLC History No change 3,698 1,120 0.07% 0.07% 775 0 0.0% Q2 2026 Jul 30, 2026
Integras Partners LLC History No change 3,699 1,120 0.62% 0.62% 776 0 0.0% Q2 2026 Jul 24, 2026
Inscription Capital, LLC History No change 3,680 1,114 0.1% 0.1% 777 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 3,673 1,112 0.8% 0.8% 778 0 0.0% Q2 2026 Jul 09, 2026
Rockbridge Investment Management, LCC History No change 3,636 1,101 0.09% 0.09% 779 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 3,622 1,097 0.06% 0.06% 780 0 0.0% Q2 2026 Jul 31, 2026
SMART Wealth LLC History No change 3,616 1,095 0.24% 0.24% 781 0 0.0% Q2 2026 Aug 05, 2026
WEST MICHIGAN ADVISORS, LLC History No change 3,603 1,091 0.21% 0.21% 782 0 0.0% Q2 2026 Aug 21, 2026
Richard W. Paul & Associates, LLC History No change 3,585 1,086 0.33% 0.33% 783 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 3,576 1,083 0.03% 0.03% 784 0 0.0% Q2 2026 Jul 27, 2026
PSI Advisors, LLC History No change 3,575 1,083 0.25% 0.25% 785 0 0.0% Q2 2026 Aug 03, 2026
Fiduciary Group, LLC History No change 3,572 1,082 0.08% 0.08% 786 0 0.0% Q2 2026 Aug 10, 2026
Taylor Financial Group, Inc. History No change 3,565 1,080 0.59% 0.59% 787 0 0.0% Q2 2026 Jul 24, 2026
Fiduciary Alliance LLC History No change 3,562 1,079 0.07% 0.07% 788 0 0.0% Q2 2026 Jul 20, 2026
Jackson Wealth Management, LLC History No change 3,556 1,077 0.63% 0.63% 789 0 0.0% Q2 2026 Aug 20, 2026
Centerpoint Advisory Group History No change 3,547 1,074 0.68% 0.68% 790 0 0.0% Q2 2026 Jul 29, 2026
AGP FRANKLIN, LLC History No change 3,505 1,062 0.46% 0.46% 791 0 0.0% Q2 2026 Jul 30, 2026
Quad-Cities Investment Group, LLC History No change 3,503 1,061 0.38% 0.38% 792 0 0.0% Q2 2026 Jul 07, 2026
Crusonia Wealth Advisors LLC History No change 3,490 1,057 0.17% 0.17% 793 0 0.0% Q2 2026 Jul 30, 2026
Robinswood Financial LLC History No change 3,474 1,052 0.3% 0.3% 794 0 0.0% Q2 2026 Jul 14, 2026
Orion Capital Management LLC History No change 3,470 1,051 0.32% 0.32% 795 0 0.0% Q2 2026 Aug 17, 2026
Impact Partnership Wealth, LLC History No change 3,449 1,044 0.1% 0.1% 796 0 0.0% Q2 2026 Jul 29, 2026
Hobbs Group Advisors, LLC History No change 3,443 1,043 0.27% 0.27% 797 0 0.0% Q2 2026 Aug 13, 2026
Cottage Street Advisors LLC History No change 3,440 1,042 0.4% 0.4% 798 0 0.0% Q2 2026 Jul 20, 2026
CPR Investments Inc. History No change 3,427 1,038 0.8% 0.8% 799 0 0.0% Q2 2026 Jul 14, 2026
DHJJ Financial Advisors, Ltd. History No change 3,427 1,038 0.3% 0.3% 800 0 0.0% Q2 2026 Jul 24, 2026
Well Done, LLC History No change 3,424 1,037 0.14% 0.14% 801 0 0.0% Q2 2026 Jul 24, 2026
Yelin Lapidot Holdings Management Ltd. History No change 3,406 1,031 0.2% 0.2% 802 0 0.0% Q2 2026 Aug 03, 2026
Traynor Capital Management, Inc. History No change 3,377 1,023 0.05% 0.05% 803 0 0.0% Q2 2026 Jul 22, 2026
DIVERSIFIED MANAGEMENT INC History No change 3,340 1,017 0.18% 0.22% 804 0 0.0% Q3 2026 Oct 08, 2026
ORBA Wealth Advisors, L.L.C. History No change 3,310 1,002 0.86% 0.86% 805 0 0.0% Q2 2026 Jul 23, 2026
LEGACY SOLUTIONS, LLC History No change 3,261 993 0.76% 0.8% 806 0 0.0% Q3 2026 Oct 07, 2026
Tempus Wealth Planning, LLC History No change 3,277 992 0.19% 0.19% 807 0 0.0% Q2 2026 Jul 22, 2026
Gaddis Premier Wealth Advisors LLC History No change 3,274 992 0.6% 0.6% 808 0 0.0% Q2 2026 Aug 04, 2026
Mystic Asset Management, Inc. History No change 3,270 990 0.21% 0.21% 809 0 0.0% Q2 2026 Aug 11, 2026
Milestone Asset Management Group, LLC History No change 3,262 988 0.5% 0.5% 810 0 0.0% Q2 2026 Jul 30, 2026
SeaCrest Wealth Management, LLC History No change 3,231 978 0.11% 0.11% 811 0 0.0% Q2 2026 Jul 09, 2026
Blue Line Capital, LLC / IL History No change 3,231 978 0.82% 0.82% 812 0 0.0% Q2 2026 Jul 30, 2026
Compass Advisory Group LLC History No change 3,224 976 0.23% 0.23% 813 0 0.0% Q2 2026 Aug 11, 2026
ASHTON THOMAS SECURITIES, LLC History No change 3,219 975 0.14% 0.14% 814 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 3,198 968 1.81% 1.81% 815 0 0.0% Q2 2026 Aug 10, 2026
Peachtree Investment Partners, LLC History No change 3,192 967 0.31% 0.31% 816 0 0.0% Q2 2026 Aug 06, 2026
Bright Futures Wealth Management, LLC. History No change 3,147 953 0.62% 0.62% 817 0 0.0% Q2 2026 Jul 24, 2026
TUDOR INVESTMENT CORP ET AL History No change 3,143 952 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Reduced 3,109 947 0.02% 0.04% 819 -1,921 -38.19% Q3 2026 Oct 07, 2026
Exit Wealth Advisors, LLC. History No change 3,113 943 0.43% 0.43% 820 0 0.0% Q2 2026 Aug 11, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 3,100 939 0.2% 0.2% 821 0 0.0% Q2 2026 Aug 13, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,090 936 0.25% 0.25% 822 0 0.0% Q2 2026 Aug 07, 2026
Lighthouse Wealth Management Inc. History No change 3,090 936 0.58% 0.58% 823 0 0.0% Q2 2026 Jul 22, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 3,084 934 0.17% 0.17% 824 0 0.0% Q2 2026 Aug 14, 2026
Endowment Wealth Management, Inc. History No change 3,040 921 0.36% 0.36% 825 0 0.0% Q2 2026 Aug 05, 2026
Reality Financial Planning Services, LLC History No change 3,037 920 0.89% 0.89% 826 0 0.0% Q2 2026 Aug 17, 2026
Freestone Capital Holdings, LLC History No change 3,027 917 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 31, 2026
Daviman Financial, LLC History No change 3,020 915 0.51% 0.51% 828 0 0.0% Q2 2026 Jul 24, 2026
Tidal Investments LLC History No change 2,994 907 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 13, 2026
Kensington Investment Counsel, LLC History No change 2,985 904 0.39% 0.39% 830 0 0.0% Q2 2026 Aug 14, 2026
PKS Advisory Services, LLC History No change 2,984 903 0.14% 0.14% 831 0 0.0% Q2 2026 Aug 04, 2026
Precision Wealth Strategies, LLC History No change 2,955 895 0.27% 0.27% 832 0 0.0% Q2 2026 Aug 10, 2026
FOCUSED ALPHA, LLC History No change 2,939 890 0.23% 0.23% 833 0 0.0% Q2 2026 Aug 07, 2026
PEAK FINANCIAL ADVISORS LLC History No change 2,926 886 0.37% 0.37% 834 0 0.0% Q2 2026 Jul 17, 2026
ENTREWEALTH, LLC History No change 2,988 879 0.33% 0.33% 835 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 2,889 875 0.03% 0.03% 836 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,883 873 0.07% 0.07% 837 0 0.0% Q2 2026 Jul 16, 2026
RED REEF ADVISORS LLC History No change 2,870 869 0.8% 0.8% 838 0 0.0% Q2 2026 Jul 23, 2026
Washington Trust Advisors, Inc. History No change 2,865 868 0.06% 0.06% 839 0 0.0% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History No change 2,862 867 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History Reduced 2,814 866 0.04% 0.04% 842 -34 -1.19% Q3 2026 Oct 09, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,860 866 0.13% 0.13% 841 0 0.0% Q2 2026 Aug 12, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 2,854 864 0.05% 0.05% 843 0 0.0% Q2 2026 Aug 10, 2026
HAMILTON CAPITAL PARTNERS, LLC History No change 2,846 862 0.25% 0.25% 844 0 0.0% Q2 2026 Jul 20, 2026
BRIGHTON JONES LLC History No change 2,837 859 0.02% 0.02% 845 0 0.0% Q2 2026 Aug 11, 2026
Seneca House Advisors History No change 2,838 857 0.3% 0.3% 846 0 0.0% Q2 2026 Jul 31, 2026
Madrona Financial Services, LLC History No change 2,827 856 0.16% 0.16% 847 0 0.0% Q2 2026 Jul 17, 2026
Braeburn Wealth Management LLC History No change 2,825 856 0.37% 0.37% 848 0 0.0% Q2 2026 Jul 21, 2026
Nikulski Financial, Inc. History No change 2,791 845 0.18% 0.18% 849 0 0.0% Q2 2026 Jul 28, 2026
Riverstone Advisors, LLC History No change 2,782 842 0.35% 0.35% 850 0 0.0% Q2 2026 Aug 06, 2026
Bridgewealth Advisory Group, LLC History No change 2,778 841 0.16% 0.16% 851 0 0.0% Q2 2026 Jul 27, 2026
Barnes Wealth Management Group, Inc History No change 2,777 841 0.39% 0.39% 852 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,759 835 0.05% 0.05% 853 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 2,750 833 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 13, 2026
Embree Financial Group History No change 2,736 828 0.08% 0.08% 855 0 0.0% Q2 2026 Jul 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,732 827 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 2,719 823 0.31% 0.31% 857 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 2,707 820 0.11% 0.11% 858 0 0.0% Q2 2026 Aug 06, 2026
Seneschal Advisors, LLC History No change 2,705 819 0.56% 0.56% 859 0 0.0% Q2 2026 Aug 13, 2026
MOR Wealth Management, LLC History No change 2,698 817 0.33% 0.33% 860 0 0.0% Q2 2026 Aug 06, 2026
Clark Capital Management Group, Inc. History No change 2,682 812 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 11, 2026
Alteri Wealth LLC History No change 2,673 809 0.22% 0.22% 862 0 0.0% Q2 2026 Jul 29, 2026
Dakota Wealth Management History No change 2,647 802 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 2,642 800 0.11% 0.11% 864 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 2,636 798 0.0% 0.0% 865 0 0.0% Q2 2026 Jul 29, 2026
Northwest Financial Advisors History No change 2,635 798 0.11% 0.11% 866 0 0.0% Q2 2026 Jul 27, 2026
Columbia Asset Management History No change 2,631 797 0.14% 0.14% 867 0 0.0% Q2 2026 Jul 21, 2026
BlackDiamond Wealth Management, LLC History No change 2,687 797 0.32% 0.32% 868 0 0.0% Q2 2026 Aug 11, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,628 796 0.04% 0.04% 869 0 0.0% Q2 2026 Jul 17, 2026
Bulwark Capital Corp History No change 2,591 784 0.44% 0.44% 870 0 0.0% Q2 2026 Jul 06, 2026
WealthPlan Investment Management, LLC History No change 2,551 772 0.04% 0.04% 871 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 2,534 767 0.15% 0.15% 872 0 0.0% Q2 2026 Aug 03, 2026
Beaumont Financial Advisors, LLC History No change 2,529 766 0.05% 0.05% 873 0 0.0% Q2 2026 Aug 04, 2026
SHP Wealth Management History No change 2,519 763 0.05% 0.05% 874 0 0.0% Q2 2026 Aug 11, 2026
Accurate Wealth Management, LLC History No change 2,524 753 0.07% 0.07% 875 0 0.0% Q2 2026 Jul 14, 2026
Advance Capital Management, Inc. History No change 2,463 746 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 12, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 2,437 738 0.14% 0.14% 877 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 2,415 731 0.2% 0.2% 878 0 0.0% Q2 2026 Aug 10, 2026
Boreal Capital Management LLC History No change 2,415 731 0.54% 0.54% 879 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 2,384 722 0.01% 0.01% 880 0 0.0% Q2 2026 Jul 31, 2026
Obermeyer Wealth Partners History No change 2,357 714 0.03% 0.03% 881 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,331 706 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 10, 2026
Segment Wealth Management, LLC History No change 2,326 704 0.04% 0.04% 883 0 0.0% Q2 2026 Jul 16, 2026
Bravias Capital Group, LLC History No change 2,297 695 0.41% 0.41% 884 0 0.0% Q2 2026 Jul 30, 2026
DUTCH ASSET Corp History No change 2,271 688 0.34% 0.34% 885 0 0.0% Q2 2026 Aug 10, 2026
ETF Portfolio Partners, Inc. History No change 2,269 687 0.16% 0.16% 886 0 0.0% Q2 2026 Jul 13, 2026
Everest Financial Group LLC History No change 2,261 685 0.09% 0.09% 887 0 0.0% Q2 2026 Aug 10, 2026
GWN SECURITIES INC. History No change 2,255 683 0.11% 0.11% 888 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 2,257 683 0.03% 0.03% 889 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,257 683 0.05% 0.05% 890 0 0.0% Q2 2026 Aug 05, 2026
Sunpointe, LLC History No change 2,249 681 0.19% 0.19% 891 0 0.0% Q2 2026 Jul 24, 2026
Spectrum Strategic Capital Management, LLC History No change 2,231 675 0.33% 0.33% 892 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 2,215 671 0.15% 0.15% 893 0 0.0% Q2 2026 Jul 09, 2026
FF Advisors,LLC History No change 2,216 671 0.25% 0.25% 894 0 0.0% Q2 2026 Jul 29, 2026
WASHINGTON TRUST Co History No change 2,182 661 0.02% 0.02% 895 0 0.0% Q2 2026 Aug 03, 2026
DSG Capital Advisors, LLC History No change 2,231 661 0.09% 0.09% 896 0 0.0% Q2 2026 Aug 06, 2026
Kraft, Davis & Associates, LLC History No change 2,246 654 0.14% 0.14% 897 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 2,115 640 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,105 637 0.01% 0.01% 899 0 0.0% Q2 2026 Aug 12, 2026
Accretive Wealth Partners, LLC History No change 2,103 637 0.15% 0.15% 900 0 0.0% Q2 2026 Jul 29, 2026
Santori & Peters, Inc. History No change 2,086 631 0.18% 0.18% 901 0 0.0% Q2 2026 Jul 24, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 2,036 628 0.18% 0.18% 904 +60 3.04% Q3 2026 Oct 09, 2026
Mesirow Financial Investment Management, Inc. History No change 2,074 628 0.01% 0.01% 902 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 2,075 628 0.04% 0.04% 903 0 0.0% Q2 2026 Jul 30, 2026
Sensible Money, LLC History No change 2,070 627 0.17% 0.17% 905 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 2,068 626 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 14, 2026
HERBST GROUP, LLC History No change 2,059 623 0.34% 0.34% 907 0 0.0% Q2 2026 Jul 09, 2026
PROTECTIVE LIFE CORP History No change 2,047 620 4.43% 4.43% 908 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 2,612 620 0.11% 0.11% 909 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,026 617 0.17% 0.29% 910 -1,666 -45.12% Q3 2026 Oct 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,034 616 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,032 615 0.06% 0.06% 912 0 0.0% Q2 2026 Jul 07, 2026
SCOTIA CAPITAL INC. History No change 1,999 605 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 11, 2026
BlueChip Wealth Advisors LLC History No change 2,000 605 0.23% 0.23% 914 0 0.0% Q2 2026 Jul 30, 2026
First Nebraska Trust Co History No change 1,990 602 0.05% 0.05% 915 0 0.0% Q2 2026 Aug 12, 2026
Summit Global Investments History No change 1,963 595 0.03% 0.03% 916 0 0.0% Q2 2026 Aug 03, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,943 588 0.2% 0.2% 917 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,937 586 0.01% 0.01% 918 0 0.0% Q2 2026 Aug 14, 2026
IPG Investment Advisors LLC History No change 1,928 584 0.08% 0.08% 919 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Retirement, LLC History No change 1,977 584 0.03% 0.03% 920 0 0.0% Q2 2026 Aug 12, 2026
LaSalle St. Investment Advisors, LLC History No change 1,922 582 0.07% 0.07% 921 0 0.0% Q2 2026 Aug 11, 2026
RMR Wealth Builders History No change 1,921 581 0.04% 0.04% 922 0 0.0% Q2 2026 Jul 24, 2026
MWA Asset Management History No change 1,915 580 0.26% 0.26% 923 0 0.0% Q2 2026 Jul 31, 2026
TopTier Wealth Management, LLC History No change 1,915 580 0.35% 0.35% 924 0 0.0% Q2 2026 Jul 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,907 577 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 15, 2026
DURANTE & WATERS, LLC History No change 1,873 567 0.37% 0.37% 926 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 1,858 562 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 29, 2026
Tidemark, LLC History No change 1,849 560 0.13% 0.13% 928 0 0.0% Q2 2026 Aug 10, 2026
Whalen Wealth Management Inc. History Reduced 1,831 557 0.24% 0.39% 929 -1,014 -35.64% Q3 2026 Oct 08, 2026
Stratos Wealth Advisors, LLC History No change 1,838 556 0.03% 0.03% 930 0 0.0% Q2 2026 Aug 11, 2026
Thayer Partners, LLC / MA History No change 1,837 556 0.23% 0.23% 931 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 1,832 555 0.15% 0.15% 932 0 0.0% Q2 2026 Aug 03, 2026
Argent Trust Co History No change 1,822 552 0.02% 0.02% 933 0 0.0% Q2 2026 Aug 06, 2026
KWB Wealth History No change 1,821 551 0.05% 0.05% 934 0 0.0% Q2 2026 Jul 10, 2026
Fifth Third Wealth Advisors LLC History No change 1,808 547 0.02% 0.02% 935 0 0.0% Q2 2026 Jul 17, 2026
Entelevest, LLC History No change 1,805 546 0.47% 0.47% 936 0 0.0% Q2 2026 Jul 22, 2026
Aspirean Wealth, LLC History No change 1,794 543 0.5% 0.5% 937 0 0.0% Q2 2026 Aug 06, 2026
Vident Advisory, LLC History No change 1,787 541 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 1,779 539 0.03% 0.03% 939 0 0.0% Q2 2026 Aug 07, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 1,766 535 0.22% 0.22% 940 0 0.0% Q2 2026 Jul 16, 2026
Kathmere Capital Management, LLC History No change 1,763 534 0.03% 0.03% 941 0 0.0% Q2 2026 Jul 29, 2026
Planned Solutions, Inc. History No change 1,754 531 0.15% 0.15% 942 0 0.0% Q2 2026 Jul 13, 2026
RFP Financial Group LLC History No change 1,749 529 0.24% 0.24% 943 0 0.0% Q2 2026 Aug 14, 2026
Silverleafe Capital Partners, LLC History Reduced 1,730 527 0.15% 0.15% 944 -140 -7.49% Q3 2026 Oct 02, 2026
F/m Investments LLC History No change 1,740 527 0.03% 0.03% 945 0 0.0% Q2 2026 Aug 05, 2026
Arrowroot Family Office, LLC History No change 1,739 526 0.15% 0.15% 946 0 0.0% Q2 2026 Aug 06, 2026
Atomic Invest LLC History No change 1,747 520 0.05% 0.05% 947 0 0.0% Q2 2026 Sep 25, 2026
Ridgewood Investments LLC History Reduced 1,706 519 0.19% 0.2% 948 -80 -4.48% Q3 2026 Oct 05, 2026
Neuberger Berman Group LLC History No change 1,713 518 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 13, 2026
Opal Wealth Advisors, LLC History No change 1,713 518 0.11% 0.11% 950 0 0.0% Q2 2026 Jul 20, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 1,712 518 5.48% 5.48% 951 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 1,709 517 0.0% 0.0% 952 0 0.0% Q2 2026 Jul 30, 2026
Resurgent Financial Advisors LLC History No change 1,702 515 0.14% 0.14% 953 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,696 513 0.01% 0.01% 954 0 0.0% Q2 2026 Jul 14, 2026
Summit Trail Advisors, LLC History No change 1,685 510 0.01% 0.01% 955 0 0.0% Q2 2026 Aug 11, 2026
Parcion Private Wealth LLC History No change 1,671 506 0.03% 0.03% 956 0 0.0% Q2 2026 Jul 27, 2026
SimpliFi, Inc. History No change 1,654 501 0.2% 0.2% 957 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 1,598 484 0.0% 0.0% 958 0 0.0% Q2 2026 Jul 27, 2026
Freedom Financial Partners LLC History No change 1,598 484 0.16% 0.16% 959 0 0.0% Q2 2026 Aug 06, 2026
ETF Store, Inc. History No change 1,595 483 0.4% 0.4% 960 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,580 478 0.05% 0.05% 961 0 0.0% Q2 2026 Jul 10, 2026
Certified Advisory Corp History No change 1,574 476 0.04% 0.04% 962 0 0.0% Q2 2026 Jul 16, 2026
XML Financial, LLC History No change 1,573 476 0.03% 0.03% 963 0 0.0% Q2 2026 Jul 24, 2026
Saxony Capital Management, LLC History No change 1,560 472 0.22% 0.22% 964 0 0.0% Q2 2026 Jul 15, 2026
Edgestream Partners, L.P. History No change 1,557 471 0.01% 0.01% 965 0 0.0% Q2 2026 Aug 11, 2026
BIP Wealth, LLC History No change 1,552 470 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 03, 2026
JSF Financial, LLC History No change 1,545 468 0.07% 0.07% 967 0 0.0% Q2 2026 Jul 28, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,566 466 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 1,521 460 0.02% 0.02% 969 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 1,512 458 0.01% 0.01% 970 0 0.0% Q2 2026 Jul 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 1,577 458 0.15% 0.15% 971 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History Added to 1,495 455 0.02% 0.01% 974 +345 30.0% Q3 2026 Oct 08, 2026
LANARK FINANCIAL, INC. History No change 1,502 455 0.03% 0.03% 972 0 0.0% Q2 2026 Jul 21, 2026
McAdam, LLC History No change 1,504 455 0.02% 0.02% 973 0 0.0% Q2 2026 Aug 04, 2026
Joel Isaacson & Co., LLC History No change 1,500 454 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 1,496 453 0.05% 0.05% 976 0 0.0% Q2 2026 Jul 13, 2026
VANGUARD ADVISERS INC History No change 1,490 451 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 13, 2026
Fermata Advisors, LLC History No change 1,477 447 0.09% 0.09% 978 0 0.0% Q2 2026 Jul 07, 2026
LJI Wealth Management, LLC History No change 1,472 446 0.06% 0.06% 979 0 0.0% Q2 2026 Jul 31, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,466 444 0.01% 0.01% 980 0 0.0% Q2 2026 Aug 14, 2026
MATTERS CAPITAL LLC History No change 1,462 442 0.31% 0.31% 981 0 0.0% Q2 2026 Aug 12, 2026
Tudor Financial Inc. History No change 1,457 441 0.2% 0.2% 982 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History Added to 1,411 440 0.01% 0.0% 983 +268 23.45% Q3 2026 Oct 08, 2026
Mills Wealth Advisors LLC History No change 1,456 440 0.14% 0.14% 984 0 0.0% Q2 2026 Jul 07, 2026
NovaPoint Capital, LLC History No change 1,452 439 0.09% 0.09% 985 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 1,449 439 0.05% 0.05% 986 0 0.0% Q2 2026 Aug 14, 2026
Wescott Financial Advisory Group, LLC History No change 1,444 437 0.03% 0.03% 987 0 0.0% Q2 2026 Aug 04, 2026
Unique Wealth Strategies, LLC History No change 1,438 435 0.16% 0.16% 988 0 0.0% Q2 2026 Jul 15, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 1,434 434 0.21% 0.21% 989 0 0.0% Q2 2026 Aug 05, 2026
TOWER BRIDGE ADVISORS History No change 1,430 433 0.04% 0.04% 990 0 0.0% Q2 2026 Aug 12, 2026
GUIDANCE CAPITAL, INC History No change 1,486 431 0.09% 0.09% 991 0 0.0% Q2 2026 Jul 20, 2026
Essential Partners LLC History No change 1,422 430 0.2% 0.2% 992 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 1,417 429 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 21, 2026
SouthState Bank Corp History No change 1,413 428 0.02% 0.02% 994 0 0.0% Q2 2026 Aug 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 1,404 425 0.07% 0.07% 995 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL TRUST CO History No change 1,400 424 0.01% 0.01% 996 0 0.0% Q2 2026 Jul 30, 2026
Liberty Atlantic Advisors LLC History No change 1,402 424 0.31% 0.31% 997 0 0.0% Q2 2026 Jul 21, 2026
Integrity Advisory Solutions, LLC History No change 1,395 422 0.04% 0.04% 998 0 0.0% Q2 2026 Jul 31, 2026
Per Stirling Capital Management, LLC. History No change 1,385 419 0.04% 0.04% 999 0 0.0% Q2 2026 Aug 14, 2026
Southland Equity Partners LLC History No change 1,386 419 0.07% 0.07% 1000 0 0.0% Q2 2026 Jul 13, 2026
Medallion Wealth Advisors, LLC History No change 1,381 419 0.13% 0.13% 1001 0 0.0% Q2 2026 Aug 14, 2026
BostonPremier Wealth LLC History No change 1,380 418 0.18% 0.18% 1002 0 0.0% Q2 2026 Jul 24, 2026
Northstar Group, Inc. History No change 1,374 416 0.05% 0.05% 1003 0 0.0% Q2 2026 Aug 03, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 1,370 415 0.09% 0.09% 1004 0 0.0% Q2 2026 Aug 13, 2026
VCI Wealth Management LLC History No change 1,364 413 0.1% 0.1% 1005 0 0.0% Q2 2026 Aug 04, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 1,362 412 0.05% 0.05% 1006 0 0.0% Q2 2026 Jul 22, 2026
Dana Investment Advisors, Inc. History No change 1,360 412 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 13, 2026
Old Port Advisors History No change 1,356 410 0.08% 0.08% 1008 0 0.0% Q2 2026 Jul 21, 2026
Share Andrew L. History No change 1,350 409 0.21% 0.21% 1009 0 0.0% Q2 2026 Jul 28, 2026
Oder Investment Management, LLC History No change 1,347 408 0.27% 0.27% 1010 0 0.0% Q2 2026 Aug 11, 2026
FLAGSTAR SECURITIES, INC History No change 1,337 405 0.12% 0.12% 1011 0 0.0% Q2 2026 Jul 15, 2026
OceanIQ Capital, LLC History No change 1,370 405 0.24% 0.24% 1012 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 1,336 404 0.02% 0.02% 1013 0 0.0% Q2 2026 Jul 22, 2026
O'Connor Financial Group LLC History No change 1,336 404 0.14% 0.14% 1014 0 0.0% Q2 2026 Jul 17, 2026
Allspring Global Investments Holdings, LLC History No change 1,372 403 0.0% 0.0% 1015 0 0.0% Q2 2026 Aug 13, 2026
Capital Square, LLC History No change 1,345 401 0.18% 0.18% 1016 0 0.0% Q2 2026 Aug 12, 2026
Sand Hill Global Advisors, LLC History No change 1,323 400 0.01% 0.01% 1017 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 1,323 400 0.03% 0.03% 1018 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,683 399 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 1,312 397 0.05% 0.05% 1020 0 0.0% Q2 2026 Jul 27, 2026
Clark Asset Management, LLC History No change 1,308 396 0.03% 0.03% 1021 0 0.0% Q2 2026 Jul 07, 2026
Mosaic Advisors LLC History No change 1,300 393 0.53% 0.53% 1022 0 0.0% Q2 2026 Aug 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,284 388 0.06% 0.06% 1023 0 0.0% Q2 2026 Aug 10, 2026
Slagle Financial, LLC History No change 1,276 386 0.12% 0.12% 1024 0 0.0% Q2 2026 Jul 29, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,268 384 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 14, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 1,262 382 0.05% 0.05% 1026 0 0.0% Q2 2026 Aug 04, 2026
Quadrature Capital Ltd History No change 1,259 381 0.0% 0.0% 1027 0 0.0% Q2 2026 Aug 06, 2026
Expressive Wealth LLC History No change 1,260 381 0.36% 0.36% 1028 0 0.0% Q2 2026 Aug 11, 2026
Dash Acquisitions Inc. History No change 1,278 380 0.08% 0.08% 1029 0 0.0% Q2 2026 Aug 13, 2026
Financial Synergies Wealth Advisors, Inc. History No change 1,256 380 0.03% 0.03% 1030 0 0.0% Q2 2026 Jul 17, 2026
Kropog Financial Group, LLC History No change 1,251 379 0.27% 0.27% 1031 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,249 378 0.02% 0.02% 1032 0 0.0% Q2 2026 Jul 28, 2026
Base Wealth Management LLC History No change 1,246 377 0.18% 0.18% 1033 0 0.0% Q2 2026 Jul 22, 2026
Millstone Evans Group, LLC History No change 1,242 376 0.2% 0.2% 1034 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 1,238 373 0.02% 0.02% 1035 0 0.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History No change 1,250 373 0.07% 0.07% 1036 0 0.0% Q2 2026 Aug 05, 2026
Ledgewood Wealth Advisors, LLC History Added to 1,220 371 0.2% 0.2% 1037 +2 0.16% Q3 2026 Oct 08, 2026
Wealth Management Associates, Inc. History No change 1,227 371 0.1% 0.1% 1038 0 0.0% Q2 2026 Jul 21, 2026
FIRST TRUST ADVISORS LP History No change 1,217 368 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,213 367 0.13% 0.13% 1040 0 0.0% Q2 2026 Jul 08, 2026
Valmark Advisers, Inc. History No change 1,203 364 0.0% 0.0% 1041 0 0.0% Q2 2026 Aug 06, 2026
FAYEZ SAROFIM & CO History No change 1,200 363 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 14, 2026
Wealth Care LLC History No change 1,197 362 0.29% 0.29% 1043 0 0.0% Q2 2026 Jul 15, 2026
Stonebridge Financial Group, LLC History Added to 1,187 361 0.03% 0.03% 1044 +31 2.68% Q3 2026 Oct 01, 2026
Advisory Advocates, LLC History No change 1,194 361 0.31% 0.31% 1045 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 1,189 360 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 23, 2026
TCI Wealth Advisors, Inc. History No change 1,190 360 0.02% 0.02% 1047 0 0.0% Q2 2026 Jul 29, 2026
Oxler Private Wealth LLC History No change 1,191 360 0.1% 0.1% 1048 0 0.0% Q2 2026 Aug 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,171 354 0.02% 0.02% 1049 0 0.0% Q2 2026 Jul 24, 2026
Laraway Financial Advisors Inc History No change 1,170 354 0.21% 0.21% 1050 0 0.0% Q2 2026 Aug 03, 2026
Register Financial Advisors LLC History No change 1,165 352 0.11% 0.11% 1051 0 0.0% Q2 2026 Jul 15, 2026
MMBG INVESTMENT ADVISORS CO. History No change 1,145 346 0.03% 0.03% 1052 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 1,142 345 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 13, 2026
McGinn Penninger Investment Management, Inc. History No change 468 345 0.21% 0.21% 1054 0 0.0% Q2 2026 Jul 28, 2026
MEMBERS WEALTH LLC History No change 1,138 344 0.19% 0.19% 1055 0 0.0% Q2 2026 Jul 09, 2026
Pallas Capital Advisors LLC History No change 1,127 341 0.01% 0.01% 1056 0 0.0% Q2 2026 Aug 07, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 1,124 340 0.01% 0.01% 1057 0 0.0% Q2 2026 Aug 18, 2026
Octavia Wealth Advisors, LLC History No change 1,124 340 0.03% 0.03% 1058 0 0.0% Q2 2026 Jul 14, 2026
MBE Wealth Management, LLC History No change 1,122 339 0.12% 0.12% 1059 0 0.0% Q2 2026 Jul 24, 2026
Rakuten Securities, Inc. History No change 1,110 336 0.08% 0.08% 1060 0 0.0% Q2 2026 Aug 11, 2026
Discipline Wealth Solutions, LLC History No change 1,112 336 0.03% 0.03% 1061 0 0.0% Q2 2026 Jul 21, 2026
Drucker Wealth 3.0, LLC History No change 1,102 334 0.05% 0.05% 1062 0 0.0% Q2 2026 Jul 13, 2026
Samalin Investment Counsel, LLC History No change 1,099 333 0.1% 0.1% 1063 0 0.0% Q2 2026 Jul 27, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 1,100 333 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 1,099 332 0.17% 0.17% 1065 0 0.0% Q2 2026 Aug 12, 2026
Purewater Capital LLC History No change 1,098 332 0.24% 0.24% 1066 0 0.0% Q2 2026 Jul 28, 2026
American Institute for Advanced Investment Management, LLP History No change 1,086 329 0.19% 0.19% 1067 0 0.0% Q2 2026 Jul 21, 2026
Empirical Asset Management, LLC History No change 1,087 329 0.07% 0.07% 1068 0 0.0% Q2 2026 Aug 10, 2026
LongView Wealth Management History No change 1,083 328 0.08% 0.08% 1069 0 0.0% Q2 2026 Jul 17, 2026
Jump Financial, LLC History No change 1,081 327 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 13, 2026
Nelson Capital Management, LLC History No change 1,074 325 0.04% 0.04% 1071 0 0.0% Q2 2026 Jul 24, 2026
WATERSHED PRIVATE WEALTH LLC History No change 1,073 325 0.09% 0.09% 1072 0 0.0% Q2 2026 Jul 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,071 324 0.02% 0.02% 1073 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 1,064 322 0.01% 0.01% 1074 0 0.0% Q2 2026 Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,065 322 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 05, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 1,062 321 0.07% 0.07% 1076 0 0.0% Q2 2026 Aug 10, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 1,056 320 0.05% 0.05% 1077 0 0.0% Q2 2026 Jul 21, 2026
Vines Capital Management, LLC History No change 1,053 319 0.26% 0.26% 1078 0 0.0% Q2 2026 Aug 14, 2026
Wealth Dimensions Group, Ltd. History No change 1,052 318 0.06% 0.06% 1079 0 0.0% Q2 2026 Jul 22, 2026
Transcendent Capital Group LLC History No change 1,047 317 0.12% 0.12% 1080 0 0.0% Q2 2026 Aug 05, 2026
IRON Financial LLC History No change 1,046 316 0.13% 0.13% 1081 0 0.0% Q2 2026 Jul 22, 2026
ZENITH SOLUTIONS, INC. History No change 1,040 314 0.28% 0.28% 1082 0 0.0% Q2 2026 Aug 03, 2026
CHOREO, LLC History No change 1,035 313 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 04, 2026
Keebeck Wealth Management History No change 1,033 313 0.03% 0.03% 1084 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 1,030 312 0.13% 0.13% 1085 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 1,027 311 0.02% 0.02% 1086 0 0.0% Q2 2026 Aug 05, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 1,024 310 0.15% 0.15% 1087 0 0.0% Q2 2026 Jul 08, 2026
CWA Asset Management Group, LLC History No change 1,024 310 0.01% 0.01% 1088 0 0.0% Q2 2026 Jul 14, 2026
Arista Wealth Management, LLC History No change 1,026 310 0.03% 0.03% 1089 0 0.0% Q2 2026 Jul 08, 2026
Soundwatch Capital LLC History No change 1,022 309 0.03% 0.03% 1090 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 1,019 308 0.01% 0.01% 1091 0 0.0% Q2 2026 Jul 13, 2026
Marex Group Ltd History No change 1,011 306 0.0% 0.0% 1092 0 0.0% Q2 2026 Aug 14, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 1,012 306 0.3% 0.3% 1093 0 0.0% Q2 2026 Aug 10, 2026
Burns Matteson Capital Management, LLC History No change 994 301 0.09% 0.09% 1094 0 0.0% Q2 2026 Jul 17, 2026
Highland Investment Advisors LLC History No change 992 300 0.13% 0.13% 1095 0 0.0% Q2 2026 Aug 13, 2026
Plante Moran Financial Advisors, LLC History No change 987 299 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History No change 983 297 0.0% 0.0% 1097 0 0.0% Q2 2026 Aug 13, 2026
NorthCoast Asset Management LLC History No change 981 297 0.01% 0.01% 1098 0 0.0% Q2 2026 Aug 12, 2026
MidFirst Bank History No change 980 296 0.02% 0.02% 1099 0 0.0% Q2 2026 Aug 07, 2026
Prospect Financial Services LLC History No change 971 294 0.15% 0.15% 1100 0 0.0% Q2 2026 Aug 06, 2026
Cedar Mountain Advisors, LLC History No change 969 293 0.05% 0.05% 1101 0 0.0% Q2 2026 Jul 02, 2026
Ironwood Financial, llc History No change 998 292 0.05% 0.05% 1102 0 0.0% Q2 2026 Jul 17, 2026
Camelot Portfolios, LLC History No change 963 291 0.2% 0.2% 1103 0 0.0% Q2 2026 Jul 17, 2026
Van Hulzen Asset Management, LLC History No change 963 291 0.02% 0.02% 1104 0 0.0% Q2 2026 Aug 13, 2026
Index Fund Advisors, Inc. History No change 962 291 0.01% 0.01% 1105 0 0.0% Q2 2026 Aug 12, 2026
Meeder Advisory Services, Inc. History No change 962 291 0.01% 0.01% 1106 0 0.0% Q2 2026 Aug 07, 2026
RM Financial Services, LLC History No change 956 289 0.21% 0.21% 1107 0 0.0% Q2 2026 Aug 04, 2026
Ruggiero Investments, Inc. History No change 951 288 0.24% 0.24% 1108 0 0.0% Q2 2026 Aug 14, 2026
Rock Point Advisors, LLC History No change 950 287 0.07% 0.07% 1109 0 0.0% Q2 2026 Aug 06, 2026
ARK & TLK INVESTMENTS, LLC History No change 950 287 0.07% 0.07% 1110 0 0.0% Q2 2026 Jul 20, 2026
Longview Financial Advisors, Inc. History Reduced 938 286 0.16% 0.17% 1111 -1 -0.11% Q3 2026 Oct 08, 2026
West Wealth Group, LLC History No change 943 285 0.05% 0.05% 1112 0 0.0% Q2 2026 Aug 06, 2026
Bryant Woods Investment Advisors, LLC History No change 939 284 0.08% 0.08% 1113 0 0.0% Q2 2026 Jul 22, 2026
WNY Asset Management, LLC History No change 937 283 0.03% 0.03% 1114 0 0.0% Q2 2026 Aug 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 932 282 0.0% 0.0% 1115 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 920 278 0.02% 0.02% 1116 0 0.0% Q2 2026 Aug 10, 2026
Cadent Capital Advisors, LLC History Reduced 911 277 0.06% 0.1% 1117 -745 -44.99% Q3 2026 Oct 09, 2026
Collaborative Capital Advisors LLC History No change 915 277 0.17% 0.17% 1118 0 0.0% Q2 2026 Aug 14, 2026
Clear Point Advisors Inc. History No change 913 276 0.24% 0.24% 1119 0 0.0% Q2 2026 Jul 28, 2026
Lifeworks Advisors, LLC History No change 903 273 0.03% 0.03% 1120 0 0.0% Q2 2026 Aug 14, 2026
Core Wealth Partners LLC History No change 902 273 0.12% 0.12% 1121 0 0.0% Q2 2026 Jul 17, 2026
BAXTER BROS INC History No change 898 272 0.03% 0.03% 1122 0 0.0% Q2 2026 Aug 06, 2026
JT Stratford LLC History No change 895 271 0.03% 0.03% 1123 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 894 270 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 03, 2026
Ridgeline Wealth Planning, LLC History No change 893 270 0.17% 0.17% 1125 0 0.0% Q2 2026 Jul 24, 2026
Stanley-Laman Group, Ltd. History No change 891 269 0.03% 0.03% 1126 0 0.0% Q2 2026 Aug 05, 2026
FLOYD FINANCIAL GROUP LLC History No change 900 266 0.17% 0.17% 1127 0 0.0% Q2 2026 Jul 22, 2026
Cascades Capital Asset Management, LLC History No change 881 266 0.1% 0.1% 1128 0 0.0% Q2 2026 Aug 14, 2026
Castleview Partners, LLC History New 869 264 0.12% — 1129 +869 New Q3 2026 Oct 09, 2026
Farringdon Capital, Ltd. History No change 866 262 0.13% 0.13% 1130 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 864 261 0.01% 0.01% 1131 0 0.0% Q2 2026 Jul 28, 2026
Financial Advisors Network, Inc. History No change 860 260 0.03% 0.03% 1132 0 0.0% Q2 2026 Aug 14, 2026
Werba Rubin Papier Wealth Management History No change 859 260 0.03% 0.03% 1133 0 0.0% Q2 2026 Jul 27, 2026
Goldenstone Wealth Management LLC History No change 857 259 0.17% 0.17% 1134 0 0.0% Q2 2026 Aug 05, 2026
Symphony Financial, Ltd. Co. History No change 851 257 0.03% 0.03% 1135 0 0.0% Q2 2026 Aug 03, 2026
Fort Sheridan Advisors LLC History No change 845 255 0.03% 0.03% 1136 0 0.0% Q2 2026 Aug 05, 2026
CARDIFF PARK ADVISORS, LLC History No change 838 254 0.02% 0.02% 1137 0 0.0% Q2 2026 Aug 14, 2026
Global Assets Advisory, LLC History No change 848 254 0.06% 0.06% 1138 0 0.0% Q2 2026 Jul 27, 2026
Strong Retirement Solutions LLC History New 832 253 0.14% — 1140 +832 New Q3 2026 Oct 07, 2026
Cypress Wealth Services, LLC History No change 838 253 0.03% 0.03% 1139 0 0.0% Q2 2026 Jul 10, 2026
Fragasso Financial Advisors Inc History No change 835 252 0.01% 0.01% 1141 0 0.0% Q2 2026 Jul 09, 2026
Waterfront Wealth Inc. History No change 840 250 0.04% 0.04% 1142 0 0.0% Q2 2026 Jul 30, 2026
Napier Financial, LLC History No change 827 250 0.05% 0.05% 1143 0 0.0% Q2 2026 Jul 31, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 824 249 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 06, 2026
Roberts Financial Services LLC History No change 818 247 0.07% 0.07% 1145 0 0.0% Q2 2026 Aug 06, 2026
AMJ Financial Wealth Management History No change 1,040 247 0.06% 0.06% 1146 0 0.0% Q2 2026 Aug 10, 2026
Ark Wealth Advisors LLC History No change 811 245 0.22% 0.22% 1147 0 0.0% Q2 2026 Aug 13, 2026
Capital CS Group, LLC History No change 808 244 0.19% 0.19% 1148 0 0.0% Q2 2026 Aug 12, 2026
Perennial Advisors, LLC History No change 805 243 0.04% 0.04% 1149 0 0.0% Q2 2026 Jul 13, 2026
FAIRFIELD, BUSH & CO. History No change 800 242 0.12% 0.12% 1150 0 0.0% Q2 2026 Aug 13, 2026
Brown Miller Wealth Management, LLC History No change 794 240 0.06% 0.06% 1151 0 0.0% Q2 2026 Jul 16, 2026
Curran Financial Partners, LLC History No change 792 239 0.04% 0.04% 1152 0 0.0% Q2 2026 Aug 12, 2026
Balboa Wealth Partners History No change 788 238 0.03% 0.03% 1153 0 0.0% Q2 2026 Aug 10, 2026
MATRIX ASSET ADVISORS INC/NY History No change 763 231 0.02% 0.02% 1154 0 0.0% Q2 2026 Jul 15, 2026
Long Island Wealth Management, Inc. History No change 765 231 0.1% 0.1% 1155 0 0.0% Q2 2026 Aug 07, 2026
Fairway Wealth LLC History No change 754 228 0.05% 0.05% 1156 0 0.0% Q2 2026 Jul 24, 2026
Wiser Wealth Management, Inc History No change 750 227 0.04% 0.04% 1157 0 0.0% Q2 2026 Jul 14, 2026
Artesa Financial Group, LLC History No change 750 227 0.19% 0.19% 1158 0 0.0% Q2 2026 Jul 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 749 226 0.01% 0.01% 1159 0 0.0% Q2 2026 Jul 21, 2026
Synergy Asset Management, LLC History No change 748 226 0.02% 0.02% 1160 0 0.0% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 737 223 0.05% 0.05% 1161 0 0.0% Q2 2026 Jul 28, 2026
BAKER BOYER NATIONAL BANK History No change 734 222 0.06% 0.06% 1162 0 0.0% Q2 2026 Jul 27, 2026
Occidental Asset Management, LLC History No change 736 222 0.02% 0.02% 1163 0 0.0% Q2 2026 Aug 07, 2026
Oasis Advisors, LLC History No change 734 222 0.14% 0.14% 1164 0 0.0% Q2 2026 Jul 30, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 732 221 0.16% 0.16% 1165 0 0.0% Q2 2026 Jul 28, 2026
Tandem Financial, LLC History No change 732 221 0.07% 0.07% 1166 0 0.0% Q2 2026 Aug 13, 2026
Tannin Capital LLC History No change 729 220 0.14% 0.14% 1167 0 0.0% Q2 2026 Aug 04, 2026
WealthCare Investment Partners, LLC History No change 722 218 0.05% 0.05% 1168 0 0.0% Q2 2026 Aug 10, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 715 217 0.03% — 1170 +715 New Q3 2026 Oct 08, 2026
MassMutual Private Wealth & Trust, FSB History No change 715 217 0.01% 0.01% 1169 0 0.0% Q3 2026 Oct 05, 2026
Pure Financial Advisors, LLC History No change 708 214 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 14, 2026
Global Trust Wealth Management LLC History No change 708 214 0.15% 0.15% 1172 0 0.0% Q2 2026 Jul 16, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 700 212 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 04, 2026
Teamwork Financial Advisors, LLC History No change 700 212 0.02% 0.02% 1174 0 0.0% Q2 2026 Jul 08, 2026
Integrity Wealth Solutions LLC History No change 703 212 0.08% 0.08% 1175 0 0.0% Q2 2026 Jul 30, 2026
OpenArc Corporate Advisory, LLC History No change 690 209 0.0% 0.0% 1176 0 0.0% Q2 2026 Aug 05, 2026
Financial Management, Inc. History No change 689 208 0.17% 0.17% 1177 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 685 207 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Financial Services LLC History No change 678 205 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 11, 2026
CRUX WEALTH ADVISORS History No change 677 205 0.07% 0.07% 1180 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Concepts, LLC History No change 675 204 0.06% 0.06% 1181 0 0.0% Q2 2026 Jul 27, 2026
Manhattan West Asset Management, LLC History No change 672 203 0.03% 0.03% 1182 0 0.0% Q2 2026 Aug 11, 2026
Stratos Investment Management, LLC History No change 667 202 0.01% 0.01% 1183 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 666 201 0.01% 0.01% 1184 0 0.0% Q2 2026 Aug 07, 2026
Compass Ion Advisors, LLC History No change 666 201 0.02% 0.02% 1185 0 0.0% Q2 2026 Aug 12, 2026
HOWE & RUSLING INC History No change 641 194 0.01% 0.01% 1186 0 0.0% Q2 2026 Aug 10, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 620 188 0.01% 0.01% 1187 -25 -3.88% Q3 2026 Oct 09, 2026
First PREMIER Bank History No change 611 185 0.03% 0.03% 1188 0 0.0% Q2 2026 Jul 15, 2026
AMERICAN NATIONAL BANK & TRUST History No change 600 182 0.02% 0.02% 1189 0 0.0% Q3 2026 Oct 07, 2026
Smartleaf Asset Management LLC History No change 591 176 0.01% 0.01% 1190 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 575 174 0.0% 0.0% 1191 0 0.0% Q2 2026 Aug 14, 2026
Vermillion Wealth Management, Inc. History No change 572 173 0.04% 0.04% 1192 0 0.0% Q2 2026 Jul 15, 2026
BESSEMER GROUP INC History No change 552 167 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 556 165 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 527 159 0.0% 0.0% 1195 0 0.0% Q2 2026 Jul 20, 2026
Swisher Financial Concepts, Inc. History No change 523 158 0.1% 0.1% 1196 0 0.0% Q2 2026 Aug 06, 2026
WEST PACES ADVISORS INC. History No change 520 157 0.03% 0.03% 1197 0 0.0% Q2 2026 Jul 17, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 511 154 0.12% 0.12% 1198 0 0.0% Q2 2026 Aug 04, 2026
Signature Resources Capital Management, LLC History No change 497 150 0.06% 0.06% 1199 0 0.0% Q2 2026 Jul 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 482 146 0.0% 0.0% 1200 0 0.0% Q2 2026 Jul 14, 2026
JPL Wealth Management, LLC History No change 485 146 0.03% 0.03% 1201 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 468 142 0.04% 0.04% 1202 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 471 142 0.01% 0.01% 1203 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 466 141 0.02% 0.02% 1204 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 458 138 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 458 138 0.01% 0.01% 1206 0 0.0% Q2 2026 Sep 04, 2026
Truvestments Capital LLC History No change 446 135 0.02% 0.02% 1207 0 0.0% Q2 2026 Aug 12, 2026
Pacific Center for Financial Services History No change 443 134 0.03% 0.03% 1208 0 0.0% Q2 2026 Aug 05, 2026
Richardson Capital Management LLC History No change 442 133 0.06% 0.06% 1209 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Partners, Ltd. History No change 418 126 0.01% 0.01% 1210 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 413 125 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 21, 2026
NI ACQUISITIONS COMPANY, LLC History No change 2,256 121 0.05% 0.05% 1212 0 0.0% Q2 2026 Aug 05, 2026
WEBSTER BANK, N. A. History No change 396 119 0.01% 0.01% 1213 0 0.0% Q2 2026 Jul 20, 2026
PAYDEN & RYGEL History No change 390 118 0.01% 0.01% 1214 0 0.0% Q2 2026 Jul 31, 2026
Regatta Research & Money Management History No change 389 117 0.11% 0.11% 1215 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 374 113 0.01% 0.01% 1216 0 0.0% Q2 2026 Jul 23, 2026
RHL GROUP, LLC History No change 364 110 0.09% 0.09% 1217 0 0.0% Q2 2026 Aug 03, 2026
FRANKLIN RESOURCES INC History No change 350 106 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 13, 2026
Gould Capital, LLC History No change 343 103 0.06% 0.06% 1219 0 0.0% Q2 2026 Aug 07, 2026
LGT Financial Advisors LLC History No change 341 103 0.54% 0.54% 1220 0 0.0% Q2 2026 Jul 24, 2026
TIAA Wealth Investment Management LLC History No change 346 103 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 331 100 0.02% 0.02% 1222 0 0.0% Q2 2026 Jul 31, 2026
Investors Research Corp History Added to 326 99 0.02% 0.01% 1223 +199 156.69% Q3 2026 Oct 07, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 324 98 0.05% 0.05% 1224 0 0.0% Q2 2026 Aug 13, 2026
Financial Management Professionals, Inc. History No change 319 96 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 09, 2026
Global Trust Asset Management, LLC History No change 306 92 0.03% 0.03% 1226 0 0.0% Q2 2026 Aug 03, 2026
TORONTO DOMINION BANK History No change 301 91 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 300 90 0.01% 0.01% 1228 0 0.0% Q2 2026 Aug 05, 2026
Activest Wealth Management History No change 294 89 0.02% 0.02% 1229 0 0.0% Q2 2026 Jul 16, 2026
Robbins Farley History No change 280 84 0.03% 0.03% 1230 0 0.0% Q2 2026 Jul 22, 2026
Valued Wealth Advisors LLC History No change 277 83 0.03% 0.03% 1231 0 0.0% Q2 2026 Jul 20, 2026
Signature Equity Partners, LLC History No change 261 79 0.04% 0.04% 1232 0 0.0% Q2 2026 Jul 30, 2026
TSFG, LLC History No change 259 78 0.01% 0.01% 1233 0 0.0% Q2 2026 Jul 23, 2026
UMB Bank, n.a. History No change 250 75 0.0% 0.0% 1234 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 250 75 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 250 75 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 07, 2026
Moisand Fitzgerald Tamayo, LLC History No change 237 71 0.01% 0.01% 1237 0 0.0% Q2 2026 Jul 13, 2026
Monetary Solutions, Ltd History No change 237 71 0.06% 0.06% 1238 0 0.0% Q2 2026 Jul 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 231 70 0.0% 0.0% 1239 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 229 69 0.04% 0.04% 1240 0 0.0% Q2 2026 Aug 10, 2026
ROSS\JOHNSON & Associates LLC History No change 216 65 1.02% 1.02% 1241 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 212 64 0.0% 0.0% 1242 0 0.0% Q2 2026 Aug 07, 2026
Align Financial, LLC History No change 212 64 0.03% 0.03% 1243 0 0.0% Q2 2026 Jul 27, 2026
DiNuzzo Private Wealth, Inc. History No change 210 63 0.01% 0.01% 1244 0 0.0% Q2 2026 Jul 10, 2026
Glen Eagle Advisors, LLC History No change 201 60 0.01% 0.01% 1245 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 189 57 0.01% 0.01% 1246 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 187 56 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 06, 2026
Bank & Trust Co History No change 180 54 0.03% 0.03% 1248 0 0.0% Q3 2026 Oct 07, 2026
Bradley & Co. Private Wealth Management, LLC History No change 177 53 0.03% 0.03% 1249 0 0.0% Q2 2026 Aug 10, 2026
Hughes Financial Services, LLC History No change 176 53 0.01% 0.01% 1250 0 0.0% Q2 2026 Jul 20, 2026
Trust Co History Reduced 173 52 0.0% 0.01% 1251 -40 -18.78% Q3 2026 Oct 09, 2026
HHM Wealth Advisors, LLC History No change 167 50 0.01% 0.01% 1252 0 0.0% Q2 2026 Jul 13, 2026
SJS Investment Consulting Inc. History No change 167 50 0.01% 0.01% 1253 0 0.0% Q2 2026 Jul 22, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 168 49 0.0% 0.0% 1254 0 0.0% Q2 2026 Jul 27, 2026
Osbon Capital Management LLC History No change 164 49 0.04% 0.04% 1255 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 159 48 0.0% 0.0% 1256 0 0.0% Q2 2026 Jul 15, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 160 48 0.03% 0.03% 1257 0 0.0% Q2 2026 Aug 14, 2026
Founders Capital Management History No change 150 45 0.02% 0.02% 1258 0 0.0% Q2 2026 Jul 21, 2026
Crews Bank & Trust History No change 150 45 0.01% 0.01% 1259 0 0.0% Q2 2026 Jul 16, 2026
JFS WEALTH ADVISORS, LLC History No change 148 44 0.0% 0.0% 1260 0 0.0% Q2 2026 Jul 10, 2026
Owl Creek Wealth Partners LLC History No change 142 43 0.01% 0.01% 1261 0 0.0% Q2 2026 Jul 20, 2026
Pflug Koory, LLC History No change 140 42 0.02% 0.02% 1262 0 0.0% Q2 2026 Jul 21, 2026
Quest 10 Wealth Builders, Inc. History No change 139 42 0.03% 0.03% 1263 0 0.0% Q2 2026 Jul 24, 2026
Front Row Advisors LLC History No change 138 40 0.01% 0.01% 1264 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 135 40 0.0% 0.0% 1265 0 0.0% Q3 2026 Oct 01, 2026
First Pacific Financial History No change 130 39 0.0% 0.0% 1266 0 0.0% Q2 2026 Jul 20, 2026
Cranbrook Wealth Management, LLC History No change 125 37 0.01% 0.01% 1267 0 0.0% Q2 2026 Aug 06, 2026
Anchor Bay Capital, Inc. History No change 125 37 0.02% 0.02% 1268 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 120 36 0.01% 0.01% 1269 0 0.0% Q2 2026 Aug 12, 2026
CKW FINANCIAL GROUP History No change 118 35 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 109 33 0.0% 0.0% 1271 0 0.0% Q2 2026 Aug 10, 2026
CNB Bank History No change 111 33 0.01% 0.01% 1272 0 0.0% Q2 2026 Aug 06, 2026
SWAN Capital LLC History No change 111 33 0.01% 0.01% 1273 0 0.0% Q2 2026 Aug 13, 2026
New England Capital Financial Advisors LLC History No change 112 33 0.01% 0.01% 1274 0 0.0% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History No change 106 32 0.02% 0.02% 1275 0 0.0% Q2 2026 Jul 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 101 30 0.0% 0.0% 1276 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 102 30 0.0% 0.0% 1277 0 0.0% Q2 2026 Jul 17, 2026
Indiana Trust & Investment Management Co History No change 100 30 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 98 30 0.0% 0.0% 1279 0 0.0% Q2 2026 Jul 16, 2026
Silicon Valley Capital Partners History No change 101 30 0.0% 0.0% 1280 0 0.0% Q2 2026 Sep 21, 2026
Pinnacle Bancorp, Inc. History No change 100 30 0.01% 0.01% 1281 0 0.0% Q2 2026 Jul 28, 2026
Financial Perspectives, Inc History No change 100 30 0.01% 0.01% 1282 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 100 30 0.0% 0.0% 1283 0 0.0% Q2 2026 Jul 14, 2026
Murphy & Mullick Capital Management Corp History No change 100 30 0.02% 0.02% 1284 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 101 30 0.01% 0.01% 1285 0 0.0% Q2 2026 Aug 04, 2026
NorthAvenue LLC History No change 102 30 0.02% 0.02% 1286 0 0.0% Q2 2026 Jul 21, 2026
Salomon & Ludwin, LLC History No change 100 29 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 98 29 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 13, 2026
WOLFF WIESE MAGANA LLC History No change 82 24 0.01% 0.01% 1289 0 0.0% Q2 2026 Jul 13, 2026
CBIZ Investment Advisory Services, LLC History No change 99 23 0.0% 0.0% 1290 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 72 21 0.0% 0.0% 1291 0 0.0% Q2 2026 Jul 27, 2026
Oakmont Advisory Group, LLC History No change 66 20 0.02% 0.02% 1292 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 63 19 0.0% 0.0% 1293 0 0.0% Q2 2026 Jul 31, 2026
SIMPLEX TRADING, LLC History No change 65 19 0.0% 0.0% 1294 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 60 18 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 08, 2026
Dunhill Financial, LLC History No change 60 18 0.0% 0.0% 1296 0 0.0% Q2 2026 Aug 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 59 18 0.0% 0.0% 1297 0 0.0% Q2 2026 Jul 21, 2026
Kingdom Financial Group LLC. History No change 57 17 0.0% 0.0% 1298 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 55 16 0.01% 0.01% 1299 0 0.0% Q2 2026 Aug 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 51 15 0.0% 0.0% 1301 +6 13.33% Q3 2026 Oct 07, 2026
Guardian Partners Inc. History No change 50 15 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 29, 2026
Bear Mountain Capital, Inc. History No change 52 15 0.0% 0.0% 1302 0 0.0% Q2 2026 Jul 20, 2026
American Capital Advisory, LLC History No change 50 15 0.01% 0.01% 1303 0 0.0% Q2 2026 Jul 28, 2026
WPG Advisers, LLC History No change 50 15 0.01% 0.01% 1304 0 0.0% Q2 2026 Aug 05, 2026
Wilkerson Advisory Group LLC History No change 47 14 0.0% 0.0% 1305 0 0.0% Q2 2026 Jul 21, 2026
Tradewinds Capital Management, LLC History No change 40 12 0.0% 0.0% 1306 0 0.0% Q2 2026 Jul 23, 2026
West Financial Advisors, LLC History No change 41 12 0.0% 0.0% 1307 0 0.0% Q2 2026 Jul 08, 2026
CX Institutional History Added to 35 11 0.0% 0.0% 1308 +15 75.0% Q3 2026 Oct 02, 2026
Pacifica Partners Inc. History No change 38 11 0.0% 0.0% 1309 0 0.0% Q3 2026 Oct 08, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 37 11 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 34 10 0.0% 0.0% 1311 0 0.0% Q2 2026 Aug 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 30 9 0.0% 0.0% 1312 0 0.0% Q2 2026 Jul 29, 2026
ALBION FINANCIAL GROUP /UT History No change 33 9 0.0% 0.0% 1313 0 0.0% Q2 2026 Jul 22, 2026
GHP Investment Advisors, Inc. History No change 33 9 0.0% 0.0% 1314 0 0.0% Q2 2026 Jul 17, 2026
Glass Jacobson Investment Advisors llc History No change 30 9 0.0% 0.0% 1315 0 0.0% Q2 2026 Jul 30, 2026
Imprint Wealth LLC History No change 32 9 0.04% 0.04% 1316 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 31 9 0.01% 0.01% 1317 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 31 9 0.0% 0.0% 1318 0 0.0% Q2 2026 Aug 14, 2026
Midway Capital Research & Management History No change 30 9 0.01% 0.01% 1319 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 28 8 0.0% 0.0% 1320 0 0.0% Q2 2026 Aug 07, 2026
MTM Investment Management, LLC History No change 27 8 0.0% 0.0% 1321 0 0.0% Q2 2026 Aug 03, 2026
Beaird Harris Wealth Management, LLC History No change 27 8 0.0% 0.0% 1322 0 0.0% Q2 2026 Jul 08, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 25 7 0.0% 0.0% 1323 0 0.0% Q2 2026 Aug 07, 2026
Commonwealth Retirement Investments LLC History No change 25 7 0.0% 0.0% 1324 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Management Group, LLC History No change 25 7 0.0% 0.0% 1325 0 0.0% Q2 2026 Jul 27, 2026
General Partner, Inc. History No change 20 6 0.0% 0.0% 1326 0 0.0% Q3 2026 Oct 05, 2026
Fortitude Family Office, LLC History No change 23 6 0.0% 0.0% 1327 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 20 6 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 11, 2026
Aspect Partners, LLC History No change 20 6 0.0% 0.0% 1329 0 0.0% Q2 2026 Jul 16, 2026
Cherry Tree Wealth Management, LLC History No change 21 6 0.0% 0.0% 1330 0 0.0% Q2 2026 Sep 15, 2026
Rialto Wealth Management, LLC History No change 20 6 0.0% 0.0% 1331 0 0.0% Q2 2026 Aug 11, 2026
Planning Strategies Inc. History No change 20 6 0.0% 0.0% 1332 0 0.0% Q3 2026 Oct 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 19 5 0.0% 0.0% 1333 0 0.0% Q2 2026 Jul 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 18 5 0.0% 0.0% 1334 0 0.0% Q2 2026 Jul 21, 2026
Davis Capital Management History No change 18 5 0.0% 0.0% 1335 0 0.0% Q3 2026 Oct 08, 2026
Milestone Investment Advisors LLC History No change 14 4 0.0% 0.0% 1336 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 11 3 0.0% 0.0% 1337 0 0.0% Q2 2026 Jul 23, 2026
Benson Wealth Management INC History No change 10 3 0.0% 0.0% 1338 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 13 3 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 13 3 0.0% 0.0% 1340 0 0.0% Q2 2026 Aug 12, 2026
Johnson Financial Group, Inc. History No change 8 2 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 10, 2026
Community Financial Services Group, LLC History No change 8 2 0.0% 0.0% 1342 0 0.0% Q2 2026 Jul 09, 2026
Glassman Wealth Services History No change 9 2 0.0% 0.0% 1343 0 0.0% Q2 2026 Aug 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 6 2 0.0% 0.0% 1344 0 0.0% Q2 2026 Jul 24, 2026
Wagner Wealth Management, LLC History No change 8 2 0.0% 0.0% 1345 0 0.0% Q2 2026 Jul 24, 2026
Delos Wealth Advisors, LLC History No change 7 2 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 7 2 0.0% 0.0% 1347 0 0.0% Q2 2026 Aug 04, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 9 2 0.0% 0.0% 1348 0 0.0% Q2 2026 Aug 07, 2026
Mountain Hill Investment Partners Corp. History No change 9 2 0.0% 0.0% 1349 0 0.0% Q2 2026 Jul 16, 2026
ATWOOD & PALMER INC History New 5 1 0.0% — 1357 +5 New Q3 2026 Oct 08, 2026
Rosenberg Matthew Hamilton History No change 6 1 0.0% 0.0% 1350 0 0.0% Q3 2026 Oct 05, 2026
SOA Wealth Advisors, LLC. History No change 6 1 0.0% 0.0% 1351 0 0.0% Q2 2026 Jul 21, 2026
Piscataqua Savings Bank History No change 5 1 0.0% 0.0% 1352 0 0.0% Q2 2026 Jul 09, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 5 1 0.0% 0.0% 1353 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Capital Management, LLC History No change 4 1 0.0% 0.0% 1354 0 0.0% Q2 2026 Aug 13, 2026
Financial Life Planners History No change 4 1 0.0% 0.0% 1355 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 5 1 0.0% 0.0% 1356 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.01% — -216 -100.0% Q3 2026 Oct 07, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.01% — -53 -100.0% Q3 2026 Oct 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -50 -100.0% Q3 2026 Oct 09, 2026
Go Invest LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2026 Oct 08, 2026
Eukles Asset Management History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Darwin Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
DB Fitzpatrick & Co, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
MILLER WEALTH ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Strategic Advocates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Barnes Dennig Private Wealth Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
AFFINITY WEALTH LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 26, 2026