FIRST TRUST EXCHANGE-TRADED FUND VI - RDVY

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 34,938,293 2,832,097 0.64% 0.64% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 20,627,246 1,672,044 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 12,803,482 1,037,850 0.28% 0.28% 3 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 12,683,451 1,028,120 0.17% 0.17% 4 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 9,393,389 761,390 0.15% 0.15% 5 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 7,458,152 604,557 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 5,668,806 459,513 0.58% 0.58% 7 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,503,234 446,092 0.11% 0.11% 8 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 5,398,773 437,624 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 5,392,002 437,075 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 4,633,995 375,717 0.44% 0.44% 11 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 4,350,617 352,661 0.32% 0.32% 12 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,492,637 283,113 0.15% 0.15% 13 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,453,799 279,965 0.65% 0.65% 14 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 3,198,885 259,301 1.19% 1.19% 15 0 0.0% Q2 2026 Jul 27, 2026
Kestra Advisory Services, LLC History No change 2,761,957 223,884 0.72% 0.72% 16 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 2,674,445 216,794 0.18% 0.18% 17 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,562,816 203,205 0.08% 0.08% 18 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,796,860 145,653 0.17% 0.17% 19 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 1,678,164 136,032 0.28% 0.28% 20 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 1,623,440 131,596 0.25% 0.25% 21 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 1,481,721 120,108 0.36% 0.36% 22 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 1,431,021 115,998 0.3% 0.3% 23 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,406,881 114,041 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 1,342,401 108,815 0.11% 0.11% 25 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 1,259,445 102,090 0.61% 0.61% 26 0 0.0% Q2 2026 Aug 17, 2026
Baird Financial Group, Inc. History No change 1,135,839 92,071 0.13% 0.13% 27 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 1,105,561 89,634 1.3% 1.3% 28 0 0.0% Q2 2026 Jul 15, 2026
Csenge Advisory Group History No change 1,066,840 86,478 3.51% 3.51% 29 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 977,097 79,203 0.44% 0.44% 30 0 0.0% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History No change 967,545 78,429 0.12% 0.12% 31 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 961,997 77,979 0.86% 0.86% 32 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 925,847 75,049 0.1% 0.1% 33 0 0.0% Q2 2026 Aug 27, 2026
HARBOUR INVESTMENTS, INC. History No change 912,649 73,979 1.0% 1.0% 34 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 870,819 70,092 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 860,676 69,766 16.62% 16.62% 36 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 712,921 57,789 0.38% 0.38% 37 0 0.0% Q2 2026 Sep 08, 2026
Arax Advisory Partners History No change 709,083 57,478 0.38% 0.38% 38 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 698,928 56,655 0.29% 0.29% 39 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 669,631 54,280 0.37% 0.37% 40 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 665,509 53,946 3.03% 3.03% 41 0 0.0% Q2 2026 Aug 14, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 663,879 53,814 6.93% 6.93% 42 0 0.0% Q2 2026 Jul 22, 2026
Paradiem, LLC History No change 610,726 49,505 10.67% 10.67% 43 0 0.0% Q2 2026 Jul 14, 2026
Stratos Wealth Partners, LTD. History No change 588,137 47,674 0.48% 0.48% 44 0 0.0% Q2 2026 Aug 11, 2026
RVW Wealth, LLC History Added to 596,440 46,695 3.0% 3.13% 45 +9,534 1.62% Q3 2026 Oct 06, 2026
Koshinski Asset Management, Inc. History No change 573,639 46,499 2.48% 2.48% 46 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 577,642 46,384 0.08% 0.08% 47 0 0.0% Q2 2026 Jul 15, 2026
Ascension Capital Advisors, Inc. History No change 565,306 45,823 12.87% 12.87% 48 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 554,406 44,939 2.99% 2.99% 49 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 542,375 43,964 4.46% 4.46% 50 0 0.0% Q2 2026 Jul 23, 2026
Horizon Advisory Services, Inc. History No change 523,280 42,417 17.85% 17.85% 51 0 0.0% Q2 2026 Aug 03, 2026
Gladstone Institutional Advisory LLC History No change 520,450 42,187 1.33% 1.33% 52 0 0.0% Q2 2026 Jul 27, 2026
Vestmark Advisory Solutions, Inc. History No change 506,198 41,032 0.39% 0.39% 53 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 504,374 40,884 0.76% 0.76% 54 0 0.0% Q2 2026 Aug 12, 2026
First Heartland Consultants, Inc. History Added to 510,462 39,964 2.66% 2.56% 55 +21,945 4.49% Q3 2026 Oct 08, 2026
Rise Advisors, LLC History No change 490,602 39,768 11.19% 11.19% 56 0 0.0% Q2 2026 Jul 10, 2026
CITIGROUP INC History No change 489,448 39,674 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 03, 2026
Advance Capital Management, Inc. History No change 478,374 38,777 1.25% 1.25% 58 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 468,651 37,997 0.35% 0.35% 59 0 0.0% Q2 2026 Jul 24, 2026
Bleakley Financial Group, LLC History No change 459,264 37,227 0.47% 0.47% 60 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 429,740 34,834 1.02% 1.02% 61 0 0.0% Q2 2026 Aug 11, 2026
Hobart Private Capital, LLC History No change 428,601 34,742 5.96% 5.96% 62 0 0.0% Q2 2026 Jul 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 423,202 34,304 0.35% 0.35% 63 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 406,393 32,949 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 12, 2026
PARK NATIONAL CORP /OH/ History Reduced 402,324 31,497 0.85% 0.92% 65 -1,357 -0.34% Q3 2026 Oct 05, 2026
Next Level Private LLC History No change 378,597 30,689 6.01% 6.01% 66 0 0.0% Q2 2026 Jul 09, 2026
ODonnell Financial Services, LLC History No change 376,288 30,501 8.98% 8.98% 67 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 361,477 29,301 0.96% 0.96% 68 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 357,875 29,009 0.54% 0.54% 69 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 352,932 28,596 0.12% 0.12% 70 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 346,590 28,094 0.13% 0.13% 71 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 346,073 28,052 0.24% 0.24% 72 0 0.0% Q2 2026 Jul 27, 2026
Sanchez Wealth Management Group History No change 336,354 27,264 4.78% 4.78% 73 0 0.0% Q2 2026 Jul 27, 2026
Crumly & Associates Inc. History Added to 346,312 27,112 4.81% 5.01% 74 +23,535 7.29% Q3 2026 Oct 07, 2026
Intellus Advisors LLC History No change 331,858 26,900 3.27% 3.27% 75 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Financial Services, LLC History No change 324,066 26,268 3.53% 3.53% 76 0 0.0% Q2 2026 Jul 15, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 299,667 24,291 2.43% 2.43% 77 0 0.0% Q2 2026 Jul 07, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 296,606 24,042 1.46% 1.46% 78 0 0.0% Q2 2026 Aug 07, 2026
Pine Valley Investments Ltd Liability Co History No change 296,008 23,994 0.95% 0.95% 79 0 0.0% Q2 2026 Jul 24, 2026
Valmark Advisers, Inc. History No change 290,555 23,552 0.25% 0.25% 80 0 0.0% Q2 2026 Aug 06, 2026
Key Client Fiduciary Advisors, LLC History No change 285,320 23,128 6.67% 6.67% 81 0 0.0% Q2 2026 Jul 09, 2026
Uniting Wealth Partners, LLC History No change 278,026 22,536 4.58% 4.58% 82 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 276,555 22,417 0.46% 0.46% 83 0 0.0% Q2 2026 Aug 06, 2026
Sentinel Advisory Group, LLC History No change 275,966 22,369 9.13% 9.13% 84 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 274,745 22,270 0.47% 0.47% 85 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 267,847 21,711 0.23% 0.23% 86 0 0.0% Q2 2026 Aug 03, 2026
Redhawk Wealth Advisors, Inc. History No change 266,232 21,580 2.13% 2.13% 87 0 0.0% Q2 2026 Jul 09, 2026
tru Independence LLC History No change 260,568 21,121 9.24% 9.24% 88 0 0.0% Q2 2026 Aug 10, 2026
Tidemark, LLC History No change 260,567 21,121 4.75% 4.75% 89 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 259,141 21,006 0.32% 0.32% 90 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 254,845 20,657 0.25% 0.25% 91 0 0.0% Q2 2026 Aug 18, 2026
Sigma Planning Corp History No change 252,822 20,493 0.52% 0.52% 92 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 246,860 20,010 0.7% 0.7% 93 0 0.0% Q2 2026 Aug 13, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 251,511 19,922 5.72% 5.99% 94 -185 -0.07% Q3 2026 Oct 09, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 241,606 19,584 0.48% 0.48% 95 0 0.0% Q2 2026 Jul 31, 2026
Traction Financial Partners, LLC History No change 240,426 19,488 10.35% 10.35% 96 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 235,642 19,101 1.05% 1.05% 97 0 0.0% Q2 2026 Aug 11, 2026
Chris Bulman Inc History No change 233,836 18,954 6.92% 6.92% 98 0 0.0% Q2 2026 Jul 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 231,642 18,776 0.53% 0.53% 99 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL PLC History No change 227,200 18,416 0.1% 0.1% 100 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 226,751 18,380 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 13, 2026
Juno Financial Group LLC History No change 224,835 18,225 6.46% 6.46% 102 0 0.0% Q2 2026 Aug 04, 2026
Napier Financial, LLC History No change 223,682 18,131 3.78% 3.78% 103 0 0.0% Q2 2026 Jul 31, 2026
Peak Planning Group, LLC History No change 223,203 18,092 4.08% 4.08% 104 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 222,060 18,000 1.64% 1.64% 105 0 0.0% Q2 2026 Jul 16, 2026
Walkner Condon Financial Advisors LLC History No change 218,305 17,695 2.03% 2.03% 106 0 0.0% Q2 2026 Jul 27, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 216,558 17,554 1.45% 1.45% 107 0 0.0% Q2 2026 Jul 28, 2026
Per Stirling Capital Management, LLC. History No change 215,875 17,498 1.66% 1.66% 108 0 0.0% Q2 2026 Aug 14, 2026
Spectrum Wealth Advisory Group, LLC History No change 214,395 17,378 4.95% 4.95% 109 0 0.0% Q2 2026 Aug 06, 2026
Bluespring Wealth Management, LLC History No change 214,373 17,377 0.33% 0.33% 110 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History No change 211,788 17,167 0.19% 0.19% 111 0 0.0% Q2 2026 Aug 03, 2026
SMITH, MOORE & CO. History No change 210,243 17,042 1.11% 1.11% 112 0 0.0% Q2 2026 Aug 12, 2026
Brookstone Capital Management History No change 205,160 16,630 0.17% 0.17% 113 0 0.0% Q2 2026 Jul 15, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 198,532 16,092 5.04% 5.04% 114 0 0.0% Q2 2026 Jul 28, 2026
Mainsail Financial Group, LLC History No change 196,615 15,937 5.41% 5.41% 115 0 0.0% Q2 2026 Jul 15, 2026
DAVENPORT & Co LLC History No change 195,511 15,848 0.08% 0.08% 116 0 0.0% Q2 2026 Jul 13, 2026
Stonebridge Financial Group, LLC/CA History No change 194,317 15,751 2.18% 2.18% 117 0 0.0% Q2 2026 Aug 13, 2026
GSG Advisors LLC History No change 194,151 15,737 3.46% 3.46% 118 0 0.0% Q2 2026 Aug 13, 2026
Petix & Botte Co History No change 193,726 15,703 3.16% 3.16% 119 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 193,707 15,701 0.27% 0.27% 120 0 0.0% Q2 2026 Jul 21, 2026
Plotkin Financial Advisors, LLC History No change 193,183 15,659 6.5% 6.5% 121 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 189,286 15,343 0.26% 0.26% 122 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 188,051 15,243 0.09% 0.09% 123 0 0.0% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History No change 185,203 15,012 0.23% 0.23% 124 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 185,045 14,999 0.72% 0.72% 125 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 184,763 14,976 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 184,471 14,953 0.57% 0.57% 127 0 0.0% Q2 2026 Jul 22, 2026
Wagner Wealth Management, LLC History No change 183,014 14,835 2.74% 2.74% 128 0 0.0% Q2 2026 Jul 24, 2026
AJ Advisors, LLC History No change 180,710 14,648 4.55% 4.55% 129 0 0.0% Q2 2026 Jul 23, 2026
United Advisor Group, LLC History No change 179,331 14,536 1.53% 1.53% 130 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Management, LLC History No change 177,837 14,415 0.62% 0.62% 131 0 0.0% Q2 2026 Jul 22, 2026
Atria Investments, Inc History No change 176,381 14,297 0.14% 0.14% 132 0 0.0% Q2 2026 Jul 28, 2026
HBW ADVISORY SERVICES LLC History No change 174,558 14,149 1.28% 1.28% 133 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History Added to 179,604 14,061 0.1% 0.11% 134 +11,437 6.8% Q3 2026 Oct 08, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 167,798 13,601 3.89% 3.89% 135 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 163,516 13,254 1.5% 1.5% 136 0 0.0% Q2 2026 Jul 10, 2026
PFG Advisors History No change 160,875 13,040 0.66% 0.66% 137 0 0.0% Q2 2026 Jul 16, 2026
Total Clarity Wealth Management, Inc. History No change 160,345 12,997 2.53% 2.53% 138 0 0.0% Q2 2026 Jul 23, 2026
O'Connor Financial Group LLC History No change 156,498 12,685 4.49% 4.49% 139 0 0.0% Q2 2026 Jul 17, 2026
Legacy Capital Wealth Partners, LLC History No change 161,249 12,454 2.39% 2.39% 140 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 154,095 12,430 0.6% 0.6% 141 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 152,469 12,359 0.19% 0.19% 142 0 0.0% Q2 2026 Aug 06, 2026
Weitzel Financial Services, Inc. History No change 152,954 12,220 4.15% 4.15% 143 0 0.0% Q2 2026 Jul 14, 2026
Wealthcare Advisory Partners LLC History No change 149,633 12,129 0.23% 0.23% 144 0 0.0% Q2 2026 Jul 09, 2026
PRINCIPAL SECURITIES, INC. History No change 149,402 12,110 0.15% 0.15% 145 0 0.0% Q2 2026 Aug 04, 2026
Vise Technologies, Inc. History No change 148,203 12,013 0.14% 0.14% 146 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 146,801 11,899 0.13% 0.13% 147 0 0.0% Q2 2026 Aug 12, 2026
Scarborough Advisors, LLC History No change 150,748 11,846 1.36% 1.36% 148 0 0.0% Q2 2026 Jul 21, 2026
World Investment Advisors History No change 168,498 11,735 0.19% 0.19% 149 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 143,165 11,604 5.35% 5.35% 150 0 0.0% Q2 2026 Aug 04, 2026
Sovereign Financial Group, Inc. History No change 140,213 11,365 1.74% 1.74% 151 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 138,372 11,216 1.41% 1.41% 152 0 0.0% Q2 2026 Jul 23, 2026
Rockport Wealth LLC History No change 137,702 11,162 1.88% 1.88% 153 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 136,876 11,095 0.34% 0.34% 154 0 0.0% Q2 2026 Aug 05, 2026
Compass Financial Services Inc History No change 136,465 11,061 4.13% 4.13% 155 0 0.0% Q2 2026 Jul 24, 2026
Gaddis Premier Wealth Advisors LLC History No change 135,538 10,986 6.67% 6.67% 156 0 0.0% Q2 2026 Aug 04, 2026
Gateway Wealth Partners, LLC History No change 133,659 10,834 0.65% 0.65% 157 0 0.0% Q2 2026 Aug 04, 2026
Mach-1 Financial Group, LLC History No change 133,012 10,781 4.18% 4.18% 158 0 0.0% Q2 2026 Jul 29, 2026
Fairway Financial, LLC History No change 131,657 10,672 7.3% 7.3% 159 0 0.0% Q2 2026 Aug 03, 2026
Focus Financial Network, Inc. History No change 131,584 10,666 0.33% 0.33% 160 0 0.0% Q2 2026 Jul 09, 2026
Triumph Capital Management History No change 130,845 10,606 1.92% 1.92% 161 0 0.0% Q2 2026 Jul 20, 2026
Harvest Investment Services, LLC History No change 130,811 10,603 1.64% 1.64% 162 0 0.0% Q2 2026 Aug 14, 2026
HFG Advisors, Inc. History No change 129,507 10,497 6.55% 6.55% 163 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 129,308 10,481 0.7% 0.7% 164 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 128,827 10,380 0.62% 0.62% 165 0 0.0% Q2 2026 Jul 22, 2026
AE Wealth Management LLC History No change 127,709 10,352 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 03, 2026
Invst, LLC History No change 127,118 10,304 1.0% 1.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Accel Wealth Management History No change 126,515 10,255 2.31% 2.31% 168 0 0.0% Q2 2026 Jul 10, 2026
MGO ONE SEVEN LLC History No change 126,252 10,233 0.17% 0.17% 169 0 0.0% Q2 2026 Jul 31, 2026
Proactive Wealth Strategies LLC History No change 126,221 10,231 1.64% 1.64% 170 0 0.0% Q2 2026 Aug 10, 2026
NESTEGG ADVISORS, INC. History No change 124,730 10,110 7.15% 7.15% 171 0 0.0% Q2 2026 Jul 14, 2026
Huntleigh Advisors, Inc. History No change 124,358 10,080 1.41% 1.41% 172 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 121,400 9,840 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 121,342 9,835 0.11% 0.11% 174 0 0.0% Q2 2026 Jul 29, 2026
Frederick Financial Consultants, LLC History No change 121,227 9,826 4.17% 4.17% 175 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 118,662 9,618 0.62% 0.62% 176 0 0.0% Q2 2026 Aug 14, 2026
Envision Financial LLC History No change 118,126 9,575 4.41% 4.41% 177 0 0.0% Q2 2026 Jul 10, 2026
GENESIS PRIVATE WEALTH, LLC History No change 118,051 9,569 2.69% 2.69% 178 0 0.0% Q2 2026 Jul 13, 2026
StoneCrest Wealth Management, Inc. History No change 117,964 9,562 3.06% 3.06% 179 0 0.0% Q2 2026 Jul 09, 2026
Guided Capital Wealth Management, LLC History No change 117,421 9,518 5.57% 5.57% 180 0 0.0% Q2 2026 Jul 24, 2026
Virtus Wealth Solutions LLC History No change 117,397 9,516 1.29% 1.29% 181 0 0.0% Q2 2026 Jul 24, 2026
Milestones Private Investment Advisors LLC History No change 117,367 9,513 7.57% 7.57% 182 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 117,303 9,508 0.17% 0.17% 183 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 116,217 9,420 0.86% 0.86% 184 0 0.0% Q2 2026 Jul 22, 2026
Certified Advisory Corp History No change 115,835 9,389 0.76% 0.76% 185 0 0.0% Q2 2026 Jul 16, 2026
Gallagher Fiduciary Advisors, LLC History No change 115,506 9,362 0.31% 0.31% 186 0 0.0% Q2 2026 Aug 14, 2026
Solano Wealth Investment Advisors LLC History No change 115,413 9,355 4.26% 4.26% 187 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 114,129 9,251 0.08% 0.08% 188 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 113,809 9,225 0.19% 0.19% 189 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 113,553 9,204 0.2% 0.2% 190 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 113,228 9,178 0.55% 0.55% 191 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 110,258 8,937 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 113,607 8,894 5.83% 6.61% 193 -7,575 -6.25% Q3 2026 Oct 06, 2026
Ausdal Financial Partners, Inc. History No change 109,077 8,841 0.35% 0.35% 194 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 107,924 8,748 1.33% 1.33% 195 0 0.0% Q2 2026 Jul 14, 2026
NATIXIS ADVISORS, LLC History No change 103,679 8,404 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 103,577 8,395 0.13% 0.13% 197 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Reduced 106,751 8,357 0.23% 0.28% 198 -17,088 -13.8% Q3 2026 Oct 08, 2026
SMART Wealth LLC History No change 103,047 8,352 1.8% 1.8% 199 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 102,856 8,337 0.13% 0.13% 200 0 0.0% Q2 2026 Jul 28, 2026
Centennial Wealth Advisory LLC History No change 100,232 8,125 1.75% 1.75% 201 0 0.0% Q2 2026 Jul 13, 2026
ARVEST INVESTMENTS, INC. History No change 97,757 7,924 0.96% 0.96% 202 0 0.0% Q2 2026 Jul 17, 2026
Premier Private Wealth Management LLC History No change 96,741 7,841 6.86% 6.86% 203 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 95,308 7,724 0.31% 0.31% 204 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 93,079 7,544 0.14% 0.14% 205 0 0.0% Q2 2026 Aug 14, 2026
Blom & Howell Financial Planning, Inc. History No change 92,702 7,514 6.26% 6.26% 206 0 0.0% Q2 2026 Aug 04, 2026
Spire Wealth Management History No change 91,309 7,401 0.22% 0.22% 207 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 91,029 7,378 0.3% 0.3% 208 0 0.0% Q2 2026 Jul 27, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 92,411 7,234 0.47% 0.43% 209 +13,964 17.8% Q3 2026 Oct 08, 2026
CLG LLC History No change 89,030 7,216 1.58% 1.58% 210 0 0.0% Q2 2026 Jul 16, 2026
CALTON & ASSOCIATES, INC. History No change 88,508 7,174 1.05% 1.05% 211 0 0.0% Q2 2026 Aug 10, 2026
Insight Inv LLC History No change 87,609 7,101 3.35% 3.35% 212 0 0.0% Q2 2026 Jul 23, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 87,485 7,091 2.13% 2.13% 213 0 0.0% Q2 2026 Jul 16, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 87,248 7,072 4.26% 4.26% 214 0 0.0% Q2 2026 Jul 23, 2026
IMG Wealth Management, Inc. History No change 87,152 7,064 3.94% 3.94% 215 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 87,714 7,060 0.23% 0.23% 216 0 0.0% Q2 2026 Aug 12, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 89,171 6,981 1.66% 1.59% 217 +7,783 9.56% Q3 2026 Oct 09, 2026
Bravera Wealth History No change 85,803 6,955 2.67% 2.67% 218 0 0.0% Q2 2026 Jul 23, 2026
WEDBUSH SECURITIES INC History No change 84,936 6,885 0.18% 0.18% 219 0 0.0% Q2 2026 Jul 28, 2026
Claro Advisors Inc. History No change 84,343 6,836 0.72% 0.72% 220 0 0.0% Q2 2026 Jul 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 82,581 6,694 1.15% 1.15% 221 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 81,339 6,593 0.6% 0.6% 222 0 0.0% Q2 2026 Aug 06, 2026
PKS Advisory Services, LLC History No change 80,575 6,531 1.04% 1.04% 223 0 0.0% Q2 2026 Aug 04, 2026
LeClair Wealth Partners LLC History No change 80,093 6,492 3.36% 3.36% 224 0 0.0% Q2 2026 Aug 04, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 80,000 6,485 0.03% 0.03% 225 0 0.0% Q2 2026 Jul 29, 2026
Graney & King, LLC History No change 77,661 6,295 2.26% 2.26% 226 0 0.0% Q2 2026 Aug 07, 2026
Performance Wealth Partners, LLC History No change 77,411 6,274 0.16% 0.16% 227 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 76,916 6,234 0.21% 0.21% 228 0 0.0% Q2 2026 Jul 24, 2026
Modern Wealth Management, LLC History No change 75,898 6,152 0.07% 0.07% 229 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 76,501 6,105 0.41% 0.41% 230 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Planning Group, LLC History No change 74,931 6,073 1.93% 1.93% 231 0 0.0% Q2 2026 Jul 31, 2026
Fairvoy Private Wealth, LLC History No change 74,875 6,069 1.23% 1.23% 232 0 0.0% Q2 2026 Jul 17, 2026
BlueChip Wealth Advisors LLC History No change 74,587 6,046 2.29% 2.29% 233 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 74,407 6,031 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 73,702 5,974 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
NI ACQUISITIONS COMPANY, LLC History No change 77,617 5,953 2.54% 2.54% 236 0 0.0% Q2 2026 Aug 05, 2026
Five Pine Wealth Management History No change 72,969 5,914 3.35% 3.35% 237 0 0.0% Q2 2026 Aug 13, 2026
Lineweaver Wealth Advisors, LLC History No change 72,903 5,909 0.7% 0.7% 238 0 0.0% Q2 2026 Jul 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 72,544 5,880 0.3% 0.3% 239 0 0.0% Q2 2026 Jul 31, 2026
WealthCare Investment Partners, LLC History No change 71,866 5,825 1.41% 1.41% 240 0 0.0% Q2 2026 Aug 10, 2026
ABLE Financial Group, LLC History No change 71,858 5,824 0.98% 0.98% 241 0 0.0% Q2 2026 Jul 22, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 71,292 5,778 2.4% 2.4% 242 0 0.0% Q2 2026 Aug 14, 2026
Ballew Advisors, Inc History Added to 72,866 5,771 2.87% 2.6% 243 +10,134 16.15% Q3 2026 Oct 05, 2026
LVZ, Inc. History No change 70,880 5,745 0.58% 0.58% 244 0 0.0% Q2 2026 Jul 09, 2026
Perigon Wealth Management, LLC History No change 70,822 5,740 0.09% 0.09% 245 0 0.0% Q2 2026 Aug 07, 2026
Vision Retirement, LLC History No change 69,597 5,641 1.36% 1.36% 246 0 0.0% Q2 2026 Jul 21, 2026
Avior Wealth Management, LLC History No change 69,327 5,619 0.15% 0.15% 247 0 0.0% Q2 2026 Jul 07, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 69,301 5,617 0.74% 0.74% 248 0 0.0% Q2 2026 Aug 14, 2026
Guilbault Capital LLC History No change 69,174 5,607 5.63% 5.63% 249 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 68,391 5,544 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 67,706 5,488 0.26% 0.26% 251 0 0.0% Q2 2026 Jul 23, 2026
WILLNER & HELLER, LLC History No change 67,620 5,481 3.43% 3.43% 252 0 0.0% Q2 2026 Jul 07, 2026
Braun-Bostich & Associates Inc. History No change 67,095 5,438 3.04% 3.04% 253 0 0.0% Q2 2026 Jul 24, 2026
CRUX WEALTH ADVISORS History No change 67,080 5,437 1.88% 1.88% 254 0 0.0% Q2 2026 Jul 21, 2026
Triad Wealth Partners, LLC History No change 66,296 5,419 0.32% 0.32% 255 0 0.0% Q2 2026 Aug 10, 2026
Mattern Wealth Management LLC History No change 66,401 5,382 0.88% 0.88% 256 0 0.0% Q2 2026 Jul 23, 2026
CARLSON FINANCIAL, INC. History No change 64,855 5,256 2.68% 2.68% 257 0 0.0% Q2 2026 Aug 24, 2026
WCG Wealth Advisors LLC History No change 64,524 5,230 0.12% 0.12% 258 0 0.0% Q2 2026 Aug 14, 2026
Merkkuri Wealth Advisors LLC History No change 64,393 5,219 3.24% 3.24% 259 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 62,884 5,097 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 62,784 5,089 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
Ergawealth Advisors, Inc. History No change 62,474 5,064 1.97% 1.97% 262 0 0.0% Q2 2026 Aug 07, 2026
Goldstone Financial Group, LLC History No change 62,360 5,054 0.46% 0.46% 263 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 62,297 5,049 0.18% 0.18% 264 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 61,975 5,023 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 61,729 5,003 0.43% 0.43% 266 0 0.0% Q2 2026 Jul 09, 2026
FMR LLC History No change 61,431 4,979 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 61,400 4,977 0.04% 0.04% 268 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 60,293 4,887 0.12% 0.12% 269 0 0.0% Q2 2026 Aug 13, 2026
Crusonia Wealth Advisors LLC History No change 59,835 4,850 0.8% 0.8% 270 0 0.0% Q2 2026 Jul 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 57,182 4,635 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 19, 2026
DHJJ Financial Advisors, Ltd. History No change 57,154 4,632 1.34% 1.34% 272 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 56,920 4,613 0.3% 0.3% 273 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 56,748 4,600 1.67% 1.67% 274 0 0.0% Q2 2026 Jul 08, 2026
Eldridge Investment Advisors, Inc. History No change 56,603 4,588 0.91% 0.91% 275 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 55,955 4,535 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 11, 2026
BankPlus Wealth Management LLC History No change 55,816 4,524 2.04% 2.04% 277 0 0.0% Q2 2026 Jul 17, 2026
PARK AVENUE SECURITIES LLC History No change 55,734 4,518 0.03% 0.03% 278 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 54,844 4,445 0.12% 0.12% 279 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 54,770 4,439 0.21% 0.21% 280 0 0.0% Q2 2026 Jul 28, 2026
TBH Global Asset Management, LLC History No change 54,671 4,431 0.81% 0.81% 281 0 0.0% Q2 2026 Aug 05, 2026
TrueWealth Advisors, LLC History Added to 56,100 4,392 0.99% 0.93% 282 +5,346 10.53% Q3 2026 Oct 08, 2026
Capital Asset Advisory Services LLC History No change 53,387 4,327 0.16% 0.16% 283 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 53,138 4,307 0.02% 0.02% 284 0 0.0% Q2 2026 Sep 23, 2026
Betterment LLC History No change 53,119 4,306 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 53,009 4,296 0.13% 0.13% 286 0 0.0% Q2 2026 Jul 31, 2026
Hilton Head Capital Partners, LLC History No change 52,460 4,252 2.14% 2.14% 287 0 0.0% Q2 2026 Jul 27, 2026
Global Assets Advisory, LLC History No change 52,469 4,234 0.92% 0.92% 288 0 0.0% Q2 2026 Jul 27, 2026
Stegent Equity Advisors, Inc. History No change 52,217 4,232 3.03% 3.03% 289 0 0.0% Q2 2026 Jul 29, 2026
Southland Equity Partners LLC History No change 52,128 4,225 0.74% 0.74% 290 0 0.0% Q2 2026 Jul 13, 2026
Ignite Planners, LLC History No change 52,067 4,220 0.58% 0.58% 291 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Wealth History No change 51,604 4,183 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 12, 2026
Wisconsin Wealth Advisors, LLC History Reduced 51,322 4,017 3.38% 3.66% 293 -1,436 -2.72% Q3 2026 Oct 08, 2026
Asset Allocation Strategies LLC History No change 49,146 3,983 0.61% 0.61% 294 0 0.0% Q2 2026 Aug 17, 2026
FLAGSTAR SECURITIES, INC History No change 48,315 3,916 1.18% 1.18% 295 0 0.0% Q2 2026 Jul 15, 2026
Purus Wealth Management, LLC History No change 47,806 3,875 1.07% 1.07% 296 0 0.0% Q2 2026 Jul 13, 2026
PCG Wealth Advisors, LLC History No change 47,301 3,834 0.86% 0.86% 297 0 0.0% Q2 2026 Aug 03, 2026
IFS Group,LLC History No change 47,196 3,825 5.25% 5.25% 298 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 46,693 3,784 0.08% 0.08% 299 0 0.0% Q2 2026 Jul 29, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 46,292 3,752 1.47% 1.47% 300 0 0.0% Q2 2026 Jul 13, 2026
PCA Investment Advisory Services Inc. History No change 46,088 3,735 1.04% 1.04% 301 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Group History No change 45,782 3,711 0.22% 0.22% 302 0 0.0% Q2 2026 Jul 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 45,709 3,705 0.07% 0.07% 303 0 0.0% Q2 2026 Jul 14, 2026
TD Capital Management LLC History No change 45,458 3,684 0.3% 0.3% 304 0 0.0% Q2 2026 Aug 06, 2026
APS Management Group, Inc. History No change 44,894 3,639 2.8% 2.8% 305 0 0.0% Q2 2026 Jul 10, 2026
Continuum Advisory, LLC History No change 44,426 3,601 0.29% 0.29% 306 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 43,636 3,537 0.22% 0.22% 307 0 0.0% Q2 2026 Jul 23, 2026
Keating Financial Advisory Services, Inc. History No change 43,550 3,530 0.46% 0.46% 308 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 43,493 3,525 0.08% 0.08% 309 0 0.0% Q2 2026 Jul 17, 2026
SFG Wealth Management, LLC. History No change 43,178 3,500 1.26% 1.26% 310 0 0.0% Q2 2026 Jul 22, 2026
Apollon Financial, LLC History No change 42,350 3,432 0.4% 0.4% 311 0 0.0% Q2 2026 Jul 22, 2026
TCFG Investment Advisors, LLC History No change 41,321 3,349 1.13% 1.13% 312 0 0.0% Q2 2026 Jul 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 41,279 3,346 0.37% 0.37% 313 0 0.0% Q2 2026 Jul 09, 2026
PRIVATE TRUST CO NA History No change 40,840 3,310 0.26% 0.26% 314 0 0.0% Q2 2026 Jul 28, 2026
CENTAURUS FINANCIAL, INC. History No change 39,688 3,217 0.12% 0.12% 315 0 0.0% Q2 2026 Aug 17, 2026
Cedrus Wealth Group LLC History No change 39,581 3,208 2.8% 2.8% 316 0 0.0% Q2 2026 Jul 30, 2026
Sun Financial Inc History No change 38,401 3,192 1.51% 1.51% 317 0 0.0% Q2 2026 Aug 11, 2026
Atlas Wealth LLC History No change 39,020 3,162 0.45% 0.45% 318 0 0.0% Q2 2026 Jul 28, 2026
Perissos Private Wealth Management, LLC History No change 39,003 3,161 2.13% 2.13% 319 0 0.0% Q2 2026 Aug 13, 2026
Wagner Wealth Management, Corp History No change 38,955 3,157 2.55% 2.55% 320 0 0.0% Q2 2026 Aug 10, 2026
Benson Wealth Management INC History No change 38,892 3,152 3.17% 3.17% 321 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History No change 38,798 3,144 1.3% 1.3% 322 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 35,052 3,091 0.14% 0.14% 323 0 0.0% Q2 2026 Aug 20, 2026
LANARK FINANCIAL, INC. History No change 37,844 3,067 0.21% 0.21% 324 0 0.0% Q2 2026 Jul 21, 2026
Synergy Asset Management, LLC History No change 37,752 3,060 0.29% 0.29% 325 0 0.0% Q2 2026 Jul 22, 2026
Davis Investment Partners, LLC History No change 37,694 3,055 0.93% 0.93% 326 0 0.0% Q2 2026 Aug 07, 2026
Platform Technology Partners History No change 37,453 3,035 0.5% 0.5% 327 0 0.0% Q2 2026 Jul 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 37,238 3,018 0.68% 0.68% 328 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 37,113 3,009 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 36,865 2,988 0.19% 0.19% 330 0 0.0% Q2 2026 Aug 04, 2026
ProVise Management Group, LLC History No change 36,711 2,975 0.2% 0.2% 331 0 0.0% Q2 2026 Aug 03, 2026
OPINICUS CAPITAL, INC. History No change 36,620 2,968 1.59% 1.59% 332 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 36,103 2,926 0.07% 0.07% 333 0 0.0% Q2 2026 Aug 11, 2026
WEALTH EFFECTS LLC History No change 35,784 2,900 0.78% 0.78% 334 0 0.0% Q2 2026 Aug 06, 2026
Beacon Financial Advisory LLC History No change 35,571 2,883 0.57% 0.57% 335 0 0.0% Q2 2026 Aug 05, 2026
Catalyst Investment Management LLC History No change 35,071 2,842 2.58% 2.58% 336 0 0.0% Q2 2026 Aug 10, 2026
Concorde Asset Management, LLC History No change 34,831 2,823 1.63% 1.63% 337 0 0.0% Q2 2026 Aug 18, 2026
EdgeRock Capital LLC History No change 34,789 2,819 0.64% 0.64% 338 0 0.0% Q2 2026 Jul 24, 2026
CERTUITY, LLC History No change 34,362 2,785 0.14% 0.14% 339 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 34,035 2,758 0.03% 0.03% 340 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,944 2,751 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 33,063 2,680 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 07, 2026
Genesee Capital Advisors, LLC History No change 32,943 2,670 0.84% 0.84% 343 0 0.0% Q2 2026 Aug 06, 2026
BARRETT & COMPANY, INC. History No change 32,694 2,650 0.74% 0.74% 344 0 0.0% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 32,305 2,618 0.75% 0.75% 345 0 0.0% Q2 2026 Aug 03, 2026
Clear Creek Financial Management, LLC History No change 31,646 2,565 0.16% 0.16% 346 0 0.0% Q2 2026 Jul 27, 2026
Darwin Wealth Management, LLC History No change 31,546 2,557 0.7% 0.7% 347 0 0.0% Q2 2026 Jul 21, 2026
Family Manage LLC History No change 31,385 2,544 0.26% 0.26% 348 0 0.0% Q2 2026 Aug 14, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 32,254 2,525 1.79% 1.64% 349 +4,750 17.27% Q3 2026 Oct 07, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 31,048 2,514 1.22% 1.22% 350 0 0.0% Q2 2026 Jul 08, 2026
Copper Harbor Investment Advisors, LLC History No change 30,834 2,499 0.53% 0.53% 351 0 0.0% Q2 2026 Jul 23, 2026
Cypress Wealth Services, LLC History No change 30,792 2,495 0.31% 0.31% 352 0 0.0% Q2 2026 Jul 10, 2026
Balefire, LLC History Reduced 31,849 2,493 0.39% 0.49% 353 -4,969 -13.5% Q3 2026 Oct 09, 2026
DAGCO, INC. History No change 30,680 2,486 0.46% 0.46% 354 0 0.0% Q2 2026 Jul 10, 2026
Centerpoint Advisory Group History No change 30,611 2,481 1.57% 1.57% 355 0 0.0% Q2 2026 Jul 29, 2026
17 CAPITAL PARTNERS, LLC History No change 30,518 2,473 1.11% 1.11% 356 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Financial Partners, Inc. History No change 29,961 2,428 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 29,778 2,413 0.11% 0.11% 358 0 0.0% Q2 2026 Jul 23, 2026
Holistic Financial Partners History No change 29,758 2,412 1.47% 1.47% 359 0 0.0% Q2 2026 Jul 23, 2026
UPTICK PARTNERS, LLC History No change 29,556 2,395 0.37% 0.37% 360 0 0.0% Q2 2026 Aug 10, 2026
LYNCH & ASSOCIATES/IN History No change 29,441 2,386 0.42% 0.42% 361 0 0.0% Q2 2026 Jul 13, 2026
Sequent Planning LLC History No change 29,395 2,382 0.51% 0.51% 362 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 29,284 2,373 0.22% 0.22% 363 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 29,146 2,362 0.05% 0.05% 364 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 28,964 2,347 0.03% 0.03% 365 0 0.0% Q2 2026 Jul 22, 2026
WPG Advisers, LLC History No change 28,875 2,340 1.38% 1.38% 366 0 0.0% Q2 2026 Aug 05, 2026
BROWN ADVISORY INC History No change 28,761 2,331 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 14, 2026
Serenity Investment Advisors History No change 28,004 2,282 0.97% 0.97% 368 0 0.0% Q2 2026 Aug 24, 2026
FIRST TRUST ADVISORS LP History No change 27,915 2,262 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 11, 2026
Owen LaRue, LLC History No change 27,768 2,250 0.78% 0.78% 370 0 0.0% Q2 2026 Jul 22, 2026
TRUE BLUE FINANCIAL, LLC History No change 27,751 2,249 0.95% 0.95% 371 0 0.0% Q2 2026 Jul 17, 2026
Medallion Wealth Advisors, LLC History No change 27,696 2,244 0.71% 0.71% 372 0 0.0% Q2 2026 Aug 14, 2026
Everest Financial Group LLC History No change 27,570 2,234 0.3% 0.3% 373 0 0.0% Q2 2026 Aug 10, 2026
American Financial Advisors, LLC History No change 27,399 2,220 0.27% 0.27% 374 0 0.0% Q2 2026 Jul 14, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 28,349 2,219 1.43% 1.55% 375 -3,061 -9.75% Q3 2026 Oct 07, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 27,097 2,196 0.37% 0.37% 376 0 0.0% Q2 2026 Jul 21, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 28,938 2,188 1.64% 1.64% 377 0 0.0% Q2 2026 Jul 30, 2026
HUB Investment Partners, LLC History No change 26,940 2,183 0.04% 0.04% 378 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Family Advisors, LLC History No change 26,861 2,177 0.91% 0.91% 379 0 0.0% Q2 2026 Aug 14, 2026
ORBA Wealth Advisors, L.L.C. History No change 26,824 2,174 1.86% 1.86% 380 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Financial Services LLC History No change 26,819 2,173 0.1% 0.1% 381 0 0.0% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History No change 26,685 2,163 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 18, 2026
National Wealth Management Group, LLC History No change 26,415 2,141 0.66% 0.66% 383 0 0.0% Q2 2026 Jul 14, 2026
L & S Advisors Inc History No change 26,145 2,119 0.22% 0.22% 384 0 0.0% Q2 2026 Aug 12, 2026
Triton Wealth Management, PLLC History No change 26,786 2,112 0.65% 0.65% 385 0 0.0% Q2 2026 Aug 05, 2026
Ellsworth Advisors, LLC History No change 26,353 2,112 0.35% 0.35% 386 0 0.0% Q2 2026 Jul 16, 2026
Southern Financial Group, LLC History No change 25,284 2,049 0.52% 0.52% 387 0 0.0% Q2 2026 Jul 24, 2026
Keystone Wealth Services, LLC History No change 25,274 2,048 0.38% 0.38% 388 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 24,963 2,023 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 24,894 2,017 0.04% 0.04% 390 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 24,875 2,016 0.1% 0.1% 391 0 0.0% Q2 2026 Jul 23, 2026
Pitti Group Wealth Management, LLC History No change 24,800 2,010 1.46% 1.46% 392 0 0.0% Q2 2026 Aug 12, 2026
Topsail Wealth Management, LLC History No change 24,433 1,980 0.25% 0.25% 393 0 0.0% Q2 2026 Aug 13, 2026
Appalachian Capital Management Ltd History No change 24,049 1,949 1.41% 1.41% 394 0 0.0% Q2 2026 Jul 21, 2026
Grantvest Financial Group LLC History No change 23,741 1,924 1.11% 1.11% 395 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 23,437 1,899 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 22,475 1,821 0.07% 0.07% 397 0 0.0% Q2 2026 Aug 13, 2026
Element Wealth, LLC History No change 22,443 1,819 0.68% 0.68% 398 0 0.0% Q2 2026 Aug 14, 2026
Morey & Quinn Wealth Partners, LLC History No change 22,206 1,799 1.16% 1.16% 399 0 0.0% Q2 2026 Jul 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 22,155 1,795 0.01% 0.01% 400 0 0.0% Q2 2026 Sep 23, 2026
Boyer Financial Services, Inc. History No change 22,398 1,794 1.51% 1.51% 401 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 22,049 1,787 0.03% 0.03% 402 0 0.0% Q2 2026 Aug 05, 2026
REGATTA CAPITAL GROUP, LLC History No change 21,875 1,773 0.24% 0.24% 403 0 0.0% Q2 2026 Aug 12, 2026
Worthington Financial Partners, LLC History No change 21,733 1,761 1.46% 1.46% 404 0 0.0% Q2 2026 Jul 21, 2026
Aurora Private Wealth, Inc. History No change 21,691 1,758 1.12% 1.12% 405 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 20,857 1,690 0.17% 0.17% 406 0 0.0% Q2 2026 Aug 13, 2026
NOVEM GROUP History No change 20,668 1,675 0.17% 0.17% 407 0 0.0% Q2 2026 Jul 21, 2026
Quad-Cities Investment Group, LLC History No change 20,498 1,661 0.6% 0.6% 408 0 0.0% Q2 2026 Jul 07, 2026
BANK OF MONTREAL /CAN/ History No change 20,144 1,632 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 12, 2026
Prism Advisors, Inc. History Reduced 20,518 1,629 0.41% 0.48% 410 -3,676 -15.19% Q3 2026 Oct 09, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 19,870 1,610 0.44% 0.44% 411 0 0.0% Q2 2026 Jul 24, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 19,846 1,608 0.15% 0.15% 412 0 0.0% Q2 2026 Jul 09, 2026
CAHILL FINANCIAL ADVISORS INC History No change 19,654 1,593 0.15% 0.15% 413 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 19,594 1,588 0.38% 0.38% 414 0 0.0% Q2 2026 Aug 14, 2026
Walker Asset Management, LLC History No change 19,500 1,580 0.8% 0.8% 415 0 0.0% Q2 2026 Jul 10, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 19,317 1,548 1.21% 1.21% 416 0 0.0% Q2 2026 Jul 09, 2026
Wealth Watch Advisors, INC History No change 18,279 1,481 0.48% 0.48% 417 0 0.0% Q2 2026 Aug 14, 2026
RiverTree Advisors, LLC History No change 18,242 1,478 0.87% 0.87% 418 0 0.0% Q2 2026 Jul 22, 2026
Valeo Financial Advisors, LLC History Reduced 18,751 1,468 0.03% 0.03% 419 -468 -2.44% Q3 2026 Oct 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 18,059 1,463 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 14, 2026
Family Capital Management, Inc. History No change 17,887 1,449 0.56% 0.56% 421 0 0.0% Q2 2026 Jul 31, 2026
San Luis Wealth Advisors LLC History No change 17,495 1,418 0.21% 0.21% 422 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 17,384 1,409 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 05, 2026
Sequent Asset Management, LLC History No change 17,335 1,405 0.59% 0.59% 424 0 0.0% Q2 2026 Jul 21, 2026
Elevated Capital Advisors, LLC History No change 17,332 1,404 0.39% 0.39% 425 0 0.0% Q2 2026 Aug 03, 2026
B. Riley Wealth Advisors, Inc. History No change 17,231 1,386 0.07% 0.07% 426 0 0.0% Q2 2026 Jul 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 17,087 1,385 0.15% 0.15% 427 0 0.0% Q2 2026 Jul 28, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 16,746 1,357 0.6% 0.6% 428 0 0.0% Q2 2026 Jul 28, 2026
GOLDMAN SACHS GROUP INC History No change 16,696 1,353 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 14, 2026
PMG Wealth Management, Inc. History No change 16,619 1,347 0.83% 0.83% 430 0 0.0% Q2 2026 Aug 05, 2026
Tranquility Partners, LLC History No change 16,560 1,342 0.46% 0.46% 431 0 0.0% Q2 2026 Jul 23, 2026
Kaydan Wealth Management, Inc. History Reduced 17,138 1,341 0.46% 0.5% 432 -2,940 -14.64% Q3 2026 Oct 08, 2026
Blueprint Investment Partners LLC History No change 16,539 1,340 0.11% 0.11% 433 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 16,539 1,340 0.15% 0.15% 434 0 0.0% Q2 2026 Aug 14, 2026
Herold Advisors, Inc. History No change 16,543 1,337 0.26% 0.26% 435 0 0.0% Q2 2026 Jul 22, 2026
Wills Financial Group LLC History No change 16,483 1,336 0.49% 0.49% 436 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 16,746 1,333 0.03% 0.03% 437 0 0.0% Q2 2026 Jul 29, 2026
Root Financial Partners, LLC History No change 16,443 1,332 0.05% 0.05% 438 0 0.0% Q2 2026 Jul 29, 2026
Advocate Investing Services LLC History No change 16,403 1,329 1.02% 1.02% 439 0 0.0% Q2 2026 Jul 28, 2026
Moment Partners, LLC History No change 16,337 1,324 0.24% 0.24% 440 0 0.0% Q2 2026 Jul 29, 2026
CIBC WORLD MARKET INC. History No change 15,977 1,295 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 15,932 1,291 0.34% 0.34% 442 0 0.0% Q2 2026 Jul 15, 2026
NICOLET BANKSHARES INC History No change 16,000 1,287 0.04% 0.04% 443 0 0.0% Q2 2026 Aug 11, 2026
1776 Wealth LLC History No change 15,818 1,282 0.45% 0.45% 444 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 15,784 1,279 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 11, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 15,771 1,278 0.36% 0.36% 446 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 15,531 1,258 0.06% 0.06% 447 0 0.0% Q2 2026 Aug 04, 2026
Visionary Wealth Advisors History No change 15,328 1,242 0.05% 0.05% 448 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 15,260 1,236 0.04% 0.04% 449 0 0.0% Q2 2026 Jul 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 15,188 1,231 0.53% 0.53% 450 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 15,178 1,230 0.05% 0.05% 451 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 15,179 1,230 0.5% 0.5% 452 0 0.0% Q2 2026 Aug 13, 2026
Kapstone Financial Advisors LLC History No change 15,149 1,227 0.51% 0.51% 453 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 15,136 1,226 0.04% 0.04% 454 0 0.0% Q2 2026 Jul 27, 2026
Moors & Cabot, Inc. History No change 15,089 1,223 0.05% 0.05% 455 0 0.0% Q2 2026 Aug 10, 2026
Altus Wealth Group LLC History No change 15,100 1,223 0.44% 0.44% 456 0 0.0% Q2 2026 Jul 17, 2026
Integrity Financial Corp /WA History No change 14,992 1,215 0.58% 0.58% 457 0 0.0% Q2 2026 Jul 31, 2026
Kinetic Wealth Investment Advisors LLC History No change 14,950 1,211 0.57% 0.57% 458 0 0.0% Q2 2026 Sep 02, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 14,745 1,195 0.04% 0.04% 459 0 0.0% Q2 2026 Aug 14, 2026
LEIGH BALDWIN & CO., LLC History No change 14,695 1,191 0.64% 0.64% 460 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 14,456 1,171 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 14, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 14,366 1,164 0.56% 0.56% 462 0 0.0% Q2 2026 Aug 13, 2026
Main Street Group, LTD History No change 14,339 1,162 0.27% 0.27% 463 0 0.0% Q2 2026 Jul 13, 2026
Prosperity Financial Group, Inc. History No change 14,203 1,151 0.36% 0.36% 464 0 0.0% Q2 2026 Jul 28, 2026
Mission Financial Group, LLC History No change 14,004 1,135 0.94% 0.94% 465 0 0.0% Q2 2026 Aug 12, 2026
Michels Family Financial, LLC History No change 13,991 1,134 0.73% 0.73% 466 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 13,930 1,129 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 13, 2026
Waterfront Wealth Inc. History No change 13,970 1,121 0.17% 0.17% 468 0 0.0% Q2 2026 Jul 30, 2026
LaSalle St. Investment Advisors, LLC History No change 13,815 1,119 0.14% 0.14% 469 0 0.0% Q2 2026 Aug 11, 2026
Maridea Wealth Management LLC History No change 13,790 1,117 0.12% 0.12% 470 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 14,239 1,114 0.3% 0.26% 471 +1,896 15.36% Q3 2026 Oct 02, 2026
MIRAMONTES CAPITAL, LLC History No change 13,716 1,111 0.35% 0.35% 472 0 0.0% Q2 2026 Sep 09, 2026
Confluence Wealth Services, Inc. History No change 13,523 1,096 0.03% 0.03% 473 0 0.0% Q2 2026 Jul 22, 2026
Trueblood Wealth Management, LLC History No change 13,291 1,077 0.38% 0.38% 474 0 0.0% Q2 2026 Jul 27, 2026
FIRST CITIZENS BANK & TRUST CO History No change 13,271 1,075 0.02% 0.02% 475 0 0.0% Q2 2026 Jul 13, 2026
Keystone Financial Services, LLC History No change 13,242 1,073 0.64% 0.64% 476 0 0.0% Q2 2026 Jul 24, 2026
HBK Sorce Advisory LLC History No change 12,867 1,072 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 06, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 13,674 1,070 0.17% 0.2% 478 -1,231 -8.26% Q3 2026 Oct 08, 2026
Forefront Wealth Partners, LLC History No change 12,905 1,046 0.32% 0.32% 479 0 0.0% Q2 2026 Aug 20, 2026
MISSION WEALTH MANAGEMENT, LP History No change 12,859 1,042 0.01% 0.01% 480 0 0.0% Q2 2026 Jul 20, 2026
Prepared Retirement Institute LLC History No change 12,852 1,041 0.44% 0.44% 481 0 0.0% Q2 2026 Aug 10, 2026
Brookwood Investment Group LLC History No change 12,734 1,032 0.12% 0.12% 482 0 0.0% Q2 2026 Jul 23, 2026
Onyx Bridge Wealth Group LLC History No change 12,393 1,004 0.09% 0.09% 483 0 0.0% Q2 2026 Jul 23, 2026
Independent Wealth Network Inc. History No change 12,254 993 0.25% 0.25% 484 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 12,134 983 0.05% 0.05% 485 0 0.0% Q2 2026 Aug 04, 2026
Robertson Stephens Wealth Management, LLC History No change 12,114 981 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 29, 2026
Rubicon Advisors, GP History No change 12,046 976 0.71% 0.71% 487 0 0.0% Q2 2026 Jul 29, 2026
Kingsbury Capital Investment Advisors LLC History No change 11,922 966 0.82% 0.82% 488 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 11,922 966 0.82% 0.82% 489 0 0.0% Q2 2026 Aug 05, 2026
Richmond Investment Services, LLC History No change 11,869 962 0.3% 0.3% 490 0 0.0% Q2 2026 Jul 27, 2026
STRATEGY ASSET MANAGERS LLC History No change 11,617 941 0.14% 0.14% 491 0 0.0% Q2 2026 Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 11,593 939 0.22% 0.22% 492 0 0.0% Q2 2026 Aug 14, 2026
Beck Bode, LLC History No change 11,549 936 0.14% 0.14% 493 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 11,458 928 0.01% 0.01% 494 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 11,308 916 0.05% 0.05% 495 0 0.0% Q2 2026 Jul 23, 2026
Regal Investment Advisors LLC History No change 10,938 886 0.05% 0.05% 496 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 10,861 880 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10,841 878 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 10,796 875 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 10,710 868 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 10,720 868 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 03, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 10,690 866 0.01% 0.01% 502 0 0.0% Q2 2026 Jul 15, 2026
ADVISORTRUST PARTNERS, LLC History No change 10,644 862 0.29% 0.29% 503 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC History Reduced 10,953 857 0.06% 0.07% 505 -157 -1.41% Q3 2026 Oct 01, 2026
BEAM WEALTH ADVISORS, INC. History No change 10,578 857 0.19% 0.19% 504 0 0.0% Q2 2026 Jul 29, 2026
M.E. ALLISON & CO., INC. History Added to 10,881 851 0.48% 0.31% 506 +4,320 65.84% Q3 2026 Oct 08, 2026
Prime Capital Investment Advisors, LLC History No change 10,457 847 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 05, 2026
DB&C Advisors, LLC History No change 10,446 846 0.92% 0.92% 508 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Advisor Solutions, LLC History No change 10,201 826 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 06, 2026
LOWE BROCKENBROUGH & CO INC History No change 10,150 822 0.04% 0.04% 510 0 0.0% Q2 2026 Aug 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 10,094 818 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 07, 2026
WealthBridge Capital Management, LLC History No change 9,829 796 0.16% 0.16% 512 0 0.0% Q2 2026 Jul 24, 2026
Alliance Wealth Advisors, LLC History No change 9,735 789 0.26% 0.26% 513 0 0.0% Q2 2026 Jul 09, 2026
Warner Group LLC History No change 9,684 784 0.19% 0.19% 514 0 0.0% Q2 2026 Jul 27, 2026
Advisor Resource Council History No change 9,638 781 0.22% 0.22% 515 0 0.0% Q2 2026 Jul 28, 2026
XML Financial, LLC History No change 9,606 778 0.06% 0.06% 516 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History Reduced 9,569 749 0.02% 0.02% 517 -415 -4.16% Q3 2026 Oct 08, 2026
Simplicity Wealth,LLC History No change 9,158 742 0.03% 0.03% 518 0 0.0% Q2 2026 Aug 06, 2026
Garden State Investment Advisory Services LLC History No change 9,124 739 0.13% 0.13% 519 0 0.0% Q2 2026 Aug 11, 2026
Nova Wealth Management, Inc. History No change 9,098 737 0.41% 0.41% 520 0 0.0% Q2 2026 Jul 13, 2026
Integrated Advisors Network LLC History No change 9,031 732 0.03% 0.03% 521 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 9,016 730 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 06, 2026
Allie Family Office LLC History No change 9,015 730 0.27% 0.27% 523 0 0.0% Q2 2026 Oct 02, 2026
Exit Wealth Advisors, LLC. History No change 8,971 727 0.33% 0.33% 524 0 0.0% Q2 2026 Aug 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 8,949 725 0.04% 0.04% 525 0 0.0% Q2 2026 Jul 20, 2026
Greenwich Wealth Management LLC History No change 8,891 721 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 12, 2026
Park Square Financial Group, LLC History No change 8,882 719 6.49% 6.49% 527 0 0.0% Q2 2026 Jul 31, 2026
GENTRY PRIVATE WEALTH, LLC History No change 8,860 718 0.37% 0.37% 528 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 8,858 717 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 8,850 712 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,850 712 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 29, 2026
Johnson Financial Group, LLC History No change 8,719 706 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 06, 2026
KERR FINANCIAL PLANNING Corp History No change 8,716 706 0.79% 0.79% 533 0 0.0% Q2 2026 Jul 02, 2026
Belpointe Asset Management LLC History No change 8,573 694 0.02% 0.02% 534 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 8,573 694 0.08% 0.08% 535 0 0.0% Q2 2026 Jul 31, 2026
Cyndeo Wealth Partners, LLC History No change 8,525 691 0.03% 0.03% 536 0 0.0% Q2 2026 Jul 21, 2026
Impact Partnership Wealth, LLC History No change 8,504 689 0.07% 0.07% 537 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Wealth Advisors, LLC History No change 8,374 678 0.09% 0.09% 538 0 0.0% Q2 2026 Jul 15, 2026
WealthTrust Asset Management, LLC History No change 8,326 674 0.36% 0.36% 539 0 0.0% Q2 2026 Jul 27, 2026
Lighthouse Wealth Management Inc. History No change 8,325 674 0.42% 0.42% 540 0 0.0% Q2 2026 Jul 22, 2026
Atlas Private Wealth Advisors History No change 8,278 671 0.15% 0.15% 541 0 0.0% Q2 2026 Jul 27, 2026
Maia Wealth LLC History No change 8,145 660 0.1% 0.1% 542 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 7,898 640 0.12% 0.12% 543 0 0.0% Q2 2026 Aug 04, 2026
Clark Asset Management, LLC History No change 7,807 632 0.05% 0.05% 544 0 0.0% Q2 2026 Jul 07, 2026
Retirement Planning Group, LLC History No change 7,531 610 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 05, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 7,764 607 0.57% 0.64% 546 -18 -0.23% Q3 2026 Oct 07, 2026
Castle Rock Wealth Management, LLC History Added to 7,629 606 0.11% 0.11% 547 +712 10.29% Q3 2026 Oct 09, 2026
Northwest Financial Advisors History No change 7,383 598 0.08% 0.08% 548 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 7,316 593 0.15% 0.15% 549 0 0.0% Q2 2026 Jul 28, 2026
McKinney Capital Management, LLC History No change 7,294 591 0.23% 0.23% 550 0 0.0% Q2 2026 Aug 05, 2026
MBE Wealth Management, LLC History No change 7,218 585 0.21% 0.21% 551 0 0.0% Q2 2026 Jul 24, 2026
Balance Wealth Partners LLC History No change 7,210 584 0.16% 0.16% 552 0 0.0% Q2 2026 Jul 21, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 7,200 583 0.16% 0.16% 553 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Advisors Inc. History No change 7,107 576 0.1% 0.1% 554 0 0.0% Q2 2026 Jul 16, 2026
Acorn Wealth Advisors, LLC History No change 7,068 572 0.14% 0.14% 555 0 0.0% Q2 2026 Jul 30, 2026
Red Door Wealth Management, LLC History No change 7,046 571 0.05% 0.05% 556 0 0.0% Q2 2026 Jul 13, 2026
Dynamic Advisor Solutions LLC History No change 6,949 563 0.02% 0.02% 557 0 0.0% Q2 2026 Jul 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,944 562 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 13, 2026
Hofer & Associates. Inc History No change 6,934 562 0.27% 0.27% 559 0 0.0% Q2 2026 Jul 21, 2026
Valtinson Bruner Financial Planning LLC History No change 6,911 560 0.14% 0.14% 560 0 0.0% Q2 2026 Aug 03, 2026
Investor's Fiduciary Advisor Network, LLC History No change 6,799 551 0.19% 0.19% 561 0 0.0% Q2 2026 Aug 13, 2026
Castleview Partners, LLC History Reduced 7,014 549 0.24% 0.26% 562 -391 -5.28% Q3 2026 Oct 09, 2026
Realta Investment Advisors History No change 6,769 548 0.17% 0.17% 563 0 0.0% Q2 2026 Jul 20, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,738 545 0.14% 0.14% 564 0 0.0% Q2 2026 Jul 30, 2026
Delta Investment Management, LLC History No change 6,627 537 0.09% 0.09% 565 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 6,614 536 0.02% 0.02% 566 0 0.0% Q2 2026 Jul 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,544 530 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 28, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 6,539 530 0.07% 0.07% 568 0 0.0% Q2 2026 Jul 13, 2026
Tempo Wealth, LLC History No change 6,425 520 0.08% 0.08% 569 0 0.0% Q2 2026 Jul 27, 2026
Hidden Cove Wealth Management, LLC History No change 6,367 516 0.28% 0.28% 570 0 0.0% Q2 2026 Jul 21, 2026
Laraway Financial Advisors Inc History No change 6,285 509 0.31% 0.31% 571 0 0.0% Q2 2026 Aug 03, 2026
RPS ADVISORY SOLUTIONS LLC History No change 6,189 501 0.33% 0.33% 572 0 0.0% Q2 2026 Aug 11, 2026
EQUITABLE TRUST CO History No change 6,120 496 0.02% 0.02% 573 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 6,107 495 0.29% 0.29% 574 0 0.0% Q2 2026 Jul 21, 2026
PACIFIC SUN FINANCIAL CORP History No change 6,100 494 0.2% 0.2% 575 0 0.0% Q2 2026 Aug 07, 2026
Paragon Private Wealth Management, LLC History No change 6,090 493 0.13% 0.13% 576 0 0.0% Q2 2026 Jul 28, 2026
Junk Investment Group, LLC History No change 5,997 486 0.22% 0.22% 577 0 0.0% Q2 2026 Jul 29, 2026
BIP Wealth, LLC History No change 5,931 480 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 03, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,785 468 0.08% 0.08% 579 0 0.0% Q2 2026 Aug 10, 2026
VIAWEALTH, LLC History No change 5,767 467 0.23% 0.23% 580 0 0.0% Q2 2026 Aug 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5,724 463 0.21% 0.21% 581 0 0.0% Q2 2026 Aug 13, 2026
MSH Capital Advisors LLC History No change 5,634 456 0.08% 0.08% 582 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 5,613 454 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 14, 2026
Old Port Advisors History No change 5,549 449 0.09% 0.09% 584 0 0.0% Q2 2026 Jul 21, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 5,495 445 0.02% 0.02% 585 0 0.0% Q2 2026 Jul 15, 2026
Capital Square, LLC History No change 5,547 445 0.2% 0.2% 586 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 5,484 444 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History Reduced 5,654 442 0.25% 0.42% 588 -4,155 -42.36% Q3 2026 Oct 09, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 5,449 441 0.05% 0.05% 589 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 5,428 440 0.03% 0.03% 590 0 0.0% Q2 2026 Aug 11, 2026
Aspire Capital Advisors LLC History No change 5,332 432 0.08% 0.08% 591 0 0.0% Q2 2026 Aug 05, 2026
Avantra Family Wealth, Inc. History No change 5,192 420 0.27% 0.27% 592 0 0.0% Q2 2026 Jul 29, 2026
FWG Holdings, LLC History No change 5,148 411 0.14% 0.14% 593 0 0.0% Q2 2026 Aug 13, 2026
Whalen Wealth Management Inc. History New 5,239 410 0.17% — 594 +5,239 New Q3 2026 Oct 08, 2026
Global View Capital Management LLC History No change 5,002 405 0.08% 0.08% 595 0 0.0% Q2 2026 Jul 23, 2026
Elevated Financial Group LLC History No change 5,004 405 0.11% 0.11% 596 0 0.0% Q2 2026 Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,946 400 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 4,897 396 0.03% 0.03% 598 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 4,885 395 0.04% 0.04% 599 0 0.0% Q2 2026 Aug 12, 2026
Goldstein Advisors, LLC History No change 4,869 394 0.04% 0.04% 600 0 0.0% Q2 2026 Jul 20, 2026
Register Financial Advisors LLC History No change 4,851 393 0.12% 0.12% 601 0 0.0% Q2 2026 Jul 15, 2026
Xcel Wealth Management, LLC History No change 4,845 392 0.09% 0.09% 602 0 0.0% Q2 2026 Jul 24, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 4,838 392 0.08% 0.08% 603 0 0.0% Q2 2026 Jul 17, 2026
Millstone Evans Group, LLC History No change 4,823 390 0.21% 0.21% 604 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 4,781 387 0.03% 0.03% 605 0 0.0% Q2 2026 Jul 29, 2026
CIBC Bancorp USA Inc. History No change 4,769 386 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,769 386 0.1% 0.1% 607 0 0.0% Q2 2026 Aug 27, 2026
SACKS & ASSOCIATES, LLC History No change 4,941 386 0.27% 0.27% 608 0 0.0% Q3 2026 Oct 09, 2026
Clear Point Advisors Inc. History No change 4,738 384 0.34% 0.34% 609 0 0.0% Q2 2026 Jul 28, 2026
Alta Wealth Advisors LLC History No change 4,727 383 0.1% 0.1% 610 0 0.0% Q2 2026 Jul 30, 2026
Tortuga Wealth Management, Inc History No change 4,720 382 0.29% 0.29% 611 0 0.0% Q2 2026 Jul 30, 2026
GREAT LAKES ADVISORS, LLC History No change 4,641 376 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 10, 2026
KPP Advisory Services LLC History No change 4,595 372 0.05% 0.05% 613 0 0.0% Q2 2026 Jul 24, 2026
WealthPlan Investment Management, LLC History No change 4,567 370 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 28, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,550 368 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 14, 2026
BankPlus Trust Department History No change 4,469 362 0.08% 0.08% 616 0 0.0% Q2 2026 Jul 28, 2026
Frisch Financial Group, Inc. History No change 4,463 361 0.06% 0.06% 617 0 0.0% Q2 2026 Aug 14, 2026
SEVEN MILE ADVISORY History No change 4,456 361 0.24% 0.24% 618 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History No change 4,451 360 0.02% 0.02% 619 0 0.0% Q2 2026 Jul 24, 2026
Kestra Investment Management, LLC History No change 4,450 360 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 05, 2026
Principle Wealth Partners LLC History No change 4,441 359 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 07, 2026
Whelan Financial History No change 4,400 356 0.1% 0.1% 622 0 0.0% Q2 2026 Jul 24, 2026
Kraft, Davis & Associates, LLC History No change 4,495 354 0.07% 0.07% 623 0 0.0% Q2 2026 Jul 09, 2026
GoalVest Advisory LLC History Added to 4,508 352 0.06% 0.07% 624 +47 1.05% Q3 2026 Oct 02, 2026
Strategies Wealth Advisors, LLC History No change 4,341 351 0.03% 0.03% 625 0 0.0% Q2 2026 Aug 14, 2026
Zullo Investment Group, Inc. History No change 4,305 349 0.12% 0.12% 626 0 0.0% Q2 2026 Jul 31, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 4,406 344 0.23% 0.24% 627 +65 1.5% Q3 2026 Oct 09, 2026
GAMMA Investing LLC History Reduced 4,382 343 0.01% 0.02% 628 -1,092 -19.95% Q3 2026 Oct 08, 2026
Advisors Capital Management, LLC History No change 4,215 341 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 4,209 341 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Corp History No change 4,202 340 0.07% 0.07% 631 0 0.0% Q2 2026 Aug 03, 2026
Three Magnolias Financial Advisors, LLC History No change 4,185 339 0.19% 0.19% 632 0 0.0% Q2 2026 Jul 31, 2026
Founders Financial Alliance, LLC History No change 4,150 336 0.04% 0.04% 633 0 0.0% Q2 2026 Aug 04, 2026
Adelphi Trust Co History No change 4,303 336 0.22% 0.23% 634 0 0.0% Q3 2026 Oct 05, 2026
Fee-Only Financial Planning, L.C. History No change 4,135 335 0.18% 0.18% 635 0 0.0% Q2 2026 Jul 29, 2026
AFT, FORSYTH & COMPANY, INC. History No change 4,113 333 0.16% 0.16% 636 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 4,098 332 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 30, 2026
Tempus Wealth Planning, LLC History No change 4,105 332 0.06% 0.06% 638 0 0.0% Q2 2026 Jul 22, 2026
Revisor Wealth Management LLC History No change 4,060 329 0.08% 0.08% 639 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 4,035 327 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,003 324 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 20, 2026
OakTrust Wealth Advisors, LLC History No change 3,995 323 0.28% 0.28% 642 0 0.0% Q2 2026 Aug 06, 2026
MEMBERS WEALTH LLC History No change 3,913 317 0.17% 0.17% 643 0 0.0% Q2 2026 Jul 09, 2026
Formidable Asset Management, LLC History No change 4,637 316 0.05% 0.05% 644 0 0.0% Q2 2026 Jul 17, 2026
QTR Family Wealth, LLC History No change 3,852 312 0.11% 0.11% 645 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 3,817 309 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 3,710 300 0.03% 0.03% 647 0 0.0% Q2 2026 Jul 30, 2026
FRANKLIN RESOURCES INC History No change 3,691 299 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 3,691 299 0.05% 0.05% 649 0 0.0% Q2 2026 Jul 24, 2026
Cresta Advisors, Ltd. History No change 3,700 299 0.11% 0.11% 650 0 0.0% Q2 2026 Jul 22, 2026
GLR Partners, LLC History No change 3,699 299 0.14% 0.14% 651 0 0.0% Q2 2026 Jul 27, 2026
Fifth Third Wealth Advisors LLC History No change 3,606 292 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 17, 2026
WORLD EQUITY GROUP, INC. History No change 3,589 290 0.06% 0.06% 653 0 0.0% Q2 2026 Jul 09, 2026
Bedel Financial Consulting, Inc. History No change 3,575 289 0.03% 0.03% 654 0 0.0% Q2 2026 Jul 29, 2026
POWER WEALTH MANAGEMENT LLC History No change 3,574 289 0.1% 0.1% 655 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,556 288 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 14, 2026
Manhattan West Asset Management, LLC History No change 3,556 288 0.05% 0.05% 657 0 0.0% Q2 2026 Aug 11, 2026
MATAURO, LLC History No change 3,539 286 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 21, 2026
BlackRock, Inc. History No change 3,507 284 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 3,500 283 0.04% 0.04% 660 0 0.0% Q2 2026 Jul 27, 2026
Hershey Financial Advisers, LLC History No change 3,415 276 0.2% 0.2% 661 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 3,396 275 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 3,388 274 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 27, 2026
EP Wealth Advisors, LLC History No change 3,360 272 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 11, 2026
Prospect Financial Services LLC History No change 3,362 272 0.14% 0.14% 665 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 3,354 271 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 07, 2026
Dash Acquisitions Inc. History No change 3,199 267 0.05% 0.05% 667 0 0.0% Q2 2026 Aug 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 3,374 264 0.05% — 670 +3,374 New Q3 2026 Oct 05, 2026
Fisher Asset Management, LLC History No change 3,268 264 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 04, 2026
Flaharty Asset Management, LLC History No change 3,298 264 0.38% 0.38% 669 0 0.0% Q2 2026 Jul 08, 2026
SEEDS INVESTOR LLC History No change 3,238 262 0.03% 0.03% 671 0 0.0% Q2 2026 Aug 12, 2026
J. Derek Lewis & Associates Inc. History No change 3,182 257 0.05% 0.05% 672 0 0.0% Q2 2026 Jul 31, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 3,137 254 0.25% 0.25% 673 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,116 253 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 13, 2026
STRATEGIC PLANNING GROUP, LLC History No change 3,092 250 0.03% 0.03% 675 0 0.0% Q2 2026 Jul 16, 2026
Basepoint Wealth LLC History No change 3,066 248 0.14% 0.14% 676 0 0.0% Q2 2026 Aug 10, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 2,939 245 0.08% 0.08% 677 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,005 243 0.03% 0.03% 678 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 2,993 242 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 27, 2026
Clark Capital Management Group, Inc. History No change 2,968 240 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 11, 2026
ELEMENT POINTE ADVISORS, LLC History No change 2,963 240 0.04% 0.04% 681 0 0.0% Q2 2026 Aug 07, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 2,933 237 0.08% 0.08% 682 0 0.0% Q2 2026 Jul 30, 2026
Selby Wealth Management, LLC History No change 2,868 232 0.08% 0.08% 683 0 0.0% Q2 2026 Jul 09, 2026
Jacobi Capital Management LLC History No change 2,847 230 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 31, 2026
R2 Capital Strategies, LLC History No change 2,839 230 0.1% 0.1% 685 0 0.0% Q2 2026 Jul 23, 2026
Lifeworks Advisors, LLC History No change 2,805 227 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 14, 2026
Lantern Wealth Advisors, LLC History No change 2,793 226 0.1% 0.1% 687 0 0.0% Q2 2026 Jul 28, 2026
MOR Wealth Management, LLC History No change 2,786 225 0.09% 0.09% 688 0 0.0% Q2 2026 Aug 06, 2026
Hudock, Inc. History No change 2,754 223 0.03% 0.03% 689 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 2,741 222 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 29, 2026
Financial Advisors Network, Inc. History No change 2,741 222 0.03% 0.03% 691 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 2,712 219 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 2,675 216 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 11, 2026
American Institute for Advanced Investment Management, LLP History No change 2,676 216 0.12% 0.12% 694 0 0.0% Q2 2026 Jul 21, 2026
Purkiss Capital Advisors LLC History No change 2,675 216 0.08% 0.08% 695 0 0.0% Q2 2026 Jul 30, 2026
Vigil Wealth Management, LLC History No change 2,646 214 0.15% 0.15% 696 0 0.0% Q2 2026 Aug 05, 2026
TRUE Private Wealth Advisors History No change 2,629 213 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 2,624 212 0.03% 0.03% 698 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,600 210 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 2,591 210 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 13, 2026
Semus Wealth Partners LLC History No change 2,602 210 0.1% 0.1% 701 0 0.0% Q2 2026 Aug 10, 2026
Faithward Advisors, LLC History No change 2,587 209 0.03% 0.03% 702 0 0.0% Q2 2026 Aug 12, 2026
Arrowroot Family Office, LLC History No change 2,578 208 0.06% 0.06% 703 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 2,559 207 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 06, 2026
Eaton Financial Holdings Company, LLC History No change 2,558 207 0.06% 0.06% 705 0 0.0% Q2 2026 Aug 04, 2026
Parkside Financial Bank & Trust History No change 2,505 203 0.01% 0.01% 706 0 0.0% Q2 2026 Sep 04, 2026
CITADEL ADVISORS LLC History No change 2,501 202 0.0% 0.0% 707 0 0.0% Q2 2026 Sep 02, 2026
Composition Wealth, LLC History No change 2,501 202 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 22, 2026
Purewater Capital LLC History No change 2,500 202 0.15% 0.15% 709 0 0.0% Q2 2026 Jul 28, 2026
Ascent Group, LLC History No change 2,480 201 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,411 195 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 2,383 192 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History No change 2,324 188 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 2,295 186 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 2,287 185 0.04% 0.04% 715 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ADVISERS INC History No change 2,227 180 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 2,190 177 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,130 172 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 05, 2026
BAYBAN History No change 2,000 162 0.12% 0.12% 719 0 0.0% Q2 2026 Jul 30, 2026
Plante Moran Financial Advisors, LLC History No change 1,926 156 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 1,813 146 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,767 143 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 13, 2026
Regatta Research & Money Management History No change 1,757 142 0.13% 0.13% 723 0 0.0% Q2 2026 Aug 11, 2026
Bullseye Investment Management, LLC History No change 1,700 137 0.07% 0.07% 724 0 0.0% Q2 2026 Sep 11, 2026
Key FInancial Inc History No change 1,647 133 0.02% 0.02% 725 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 1,622 131 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,628 127 0.01% 0.01% 727 0 0.0% Q3 2026 Oct 07, 2026
HOWE & RUSLING INC History No change 1,537 124 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 1,438 116 0.04% 0.04% 729 0 0.0% Q2 2026 Jul 30, 2026
MCF Advisors LLC History No change 1,385 112 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 12, 2026
Torren Management, LLC History No change 1,355 109 0.06% 0.06% 731 0 0.0% Q2 2026 Jul 10, 2026
Ancora Advisors LLC History No change 1,245 100 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,182 95 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History Added to 1,181 92 0.0% 0.0% 734 +29 2.52% Q3 2026 Oct 02, 2026
Signature Equity Partners, LLC History No change 1,124 91 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 30, 2026
Nemes Rush Group LLC History No change 1,100 89 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 1,083 87 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 1,065 86 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History No change 1,067 86 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 1,056 85 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,052 85 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 21, 2026
Holos Integrated Wealth LLC History No change 1,076 85 0.04% 0.04% 742 0 0.0% Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,047 84 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Asset Management, LLC History No change 1,001 81 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 950 77 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 14, 2026
Wiser Advisor Group LLC History No change 925 74 0.08% 0.08% 746 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 895 72 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 07, 2026
WOLFF WIESE MAGANA LLC History No change 880 71 0.03% 0.03% 748 0 0.0% Q2 2026 Jul 13, 2026
Walsh & Associates, LLC History No change 807 65 0.05% 0.05% 749 0 0.0% Q2 2026 Jul 21, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 738 59 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 27, 2026
POM Investment Strategies, LLC History No change 736 59 0.07% 0.07% 751 0 0.0% Q2 2026 Jul 30, 2026
Navigoe, LLC History No change 737 59 0.03% 0.03% 752 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 725 58 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 21, 2026
Hilltop National Bank History No change 697 56 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 01, 2026
Innovative Asset Advisors Group, LLC History No change 697 56 0.02% 0.02% 755 0 0.0% Q2 2026 Aug 05, 2026
Quest 10 Wealth Builders, Inc. History No change 687 55 0.04% 0.04% 756 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Edge Private Wealth Management, LLC History No change 674 54 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 23, 2026
Ankerstar Wealth, LLC History No change 628 50 0.04% 0.04% 758 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 598 48 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 603 48 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 04, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 567 46 0.03% 0.03% 761 0 0.0% Q2 2026 Aug 18, 2026
Quaker Wealth Management, LLC History No change 574 46 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History New 550 43 0.01% — 763 +550 New Q3 2026 Oct 05, 2026
Avion Wealth History No change 525 42 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 31, 2026
Raleigh Capital Management Inc. History No change 503 40 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 21, 2026
Front Row Advisors LLC History No change 469 39 0.01% 0.01% 766 0 0.0% Q2 2026 Aug 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 477 38 0.02% 0.02% 767 0 0.0% Q2 2026 Jul 21, 2026
Salomon & Ludwin, LLC History No change 425 34 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 07, 2026
GILL CAPITAL PARTNERS, LLC History No change 412 33 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 418 33 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 20, 2026
Lloyd Advisory Services, LLC. History No change 405 32 0.01% 0.01% 771 0 0.0% Q2 2026 Aug 07, 2026
Reyes Financial Architecture, Inc. History No change 402 32 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 16, 2026
Aspect Partners, LLC History No change 384 31 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 16, 2026
Decker Retirement Planning Inc. History No change 374 30 0.01% 0.01% 774 0 0.0% Q2 2026 Jul 16, 2026
Financial Perspectives, Inc History No change 375 30 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 24, 2026
EPG Wealth Management LLC History No change 336 27 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History No change 316 25 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 22, 2026
Trust Co History Added to 308 24 0.0% 0.0% 778 +291 1711.76% Q3 2026 Oct 09, 2026
Jackson, Grant Investment Advisers, Inc. History No change 300 24 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 31, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 300 24 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 07, 2026
BIRCHBROOK, INC. History No change 300 24 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 08, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 285 23 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 09, 2026
Cape Investment Advisory, Inc. History No change 280 22 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 23, 2026
Bare Financial Services, Inc History No change 279 22 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 259 20 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 244 19 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 10, 2026
VSM Wealth Advisory, LLC History No change 240 19 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 22, 2026
TOMPKINS FINANCIAL CORP History No change 240 18 0.0% 0.0% 788 0 0.0% Q3 2026 Oct 05, 2026
Versant Capital Management, Inc History No change 233 18 0.0% 0.0% 789 0 0.0% Q3 2026 Oct 01, 2026
Key Capital Management, INC History No change 231 18 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 27, 2026
Oakworth Capital, Inc. History No change 200 16 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 189 15 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 22, 2026
Caitlin John, LLC History No change 192 15 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 17, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 182 14 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 11, 2026
TIAA Wealth Investment Management LLC History No change 166 13 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 150 12 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 142 11 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 27, 2026
FIRST COMMUNITY TRUST NA History No change 134 10 0.0% 0.0% 798 0 0.0% Q3 2026 Oct 07, 2026
BFSG, LLC History No change 130 10 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 20, 2026
Collier Financial History No change 127 10 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 121 9 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 27, 2026
Colonial Trust Co / SC History No change 120 9 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 11, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 99 8 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 106 8 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 95 7 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 79 6 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 75 6 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 85 6 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 21, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 77 6 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History No change 68 5 0.0% 0.0% 810 0 0.0% Q2 2026 Jul 28, 2026
Imprint Wealth LLC History No change 51 4 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 14, 2026
Bernard Wealth Management Corp. History No change 42 3 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 21, 2026
CENTRAL TRUST Co History No change 32 2 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 31, 2026
ALERUS FINANCIAL NA History No change 37 2 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 25 2 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 22 1 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 23, 2026
Coppell Advisory Solutions LLC History No change 99,995 1 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 18 1 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 31, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 — 0.17% — -10,046 -100.0% Q3 2026 Oct 09, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.13% — -6,272 -100.0% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
HHM Wealth Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 13, 2026