SCHWAB STRATEGIC TRUST - SCHO

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
BANK OF AMERICA CORP /DE/ History No change 113,535,796 2,740,754 0.18% 0.18% 1 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 22,192,489 536,170 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 19,589,089 470,128 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 17,389,099 419,772 0.37% 0.37% 4 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 13,249,057 319,832 0.08% 0.08% 5 0 0.0% Q2 2026 Sep 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 6,208,355 150,676 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 5,550,245 133,983 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 4,431,584 106,978 3.82% 3.82% 8 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 4,352,014 105,057 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 4,095,259 98,572 0.16% 0.16% 10 0 0.0% Q2 2026 Jul 15, 2026
Moisand Fitzgerald Tamayo, LLC History No change 4,082,346 98,547 9.62% 9.62% 11 0 0.0% Q2 2026 Jul 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,573,739 86,270 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,551,034 85,721 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 2,980,324 71,945 0.14% 0.14% 14 0 0.0% Q2 2026 Aug 07, 2026
Bangor Savings Bank History No change 2,758,500 66,590 4.9% 4.9% 15 0 0.0% Q2 2026 Jul 06, 2026
UBS Group AG History No change 2,562,789 61,865 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 2,533,641 61,162 0.69% 0.69% 17 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 2,442,106 58,952 0.36% 0.36% 18 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,304,888 55,639 6.31% 6.31% 19 0 0.0% Q2 2026 Jul 10, 2026
LVW Advisors, LLC History No change 2,182,846 52,693 4.55% 4.55% 20 0 0.0% Q2 2026 Jul 15, 2026
TruNorth Capital Management, LLC History No change 2,111,731 50,977 8.19% 8.19% 21 0 0.0% Q2 2026 Jul 23, 2026
FLC Capital Advisors History No change 1,862,911 44,970 7.23% 7.23% 22 0 0.0% Q2 2026 Jul 20, 2026
MML INVESTORS SERVICES, LLC History No change 1,850,117 44,661 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 1,811,836 43,737 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
High Probability Advisors, LLC History No change 1,758,868 42,459 4.54% 4.54% 25 0 0.0% Q2 2026 Jul 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,696,406 40,951 1.06% 1.06% 26 0 0.0% Q2 2026 Jul 02, 2026
Waverly Advisors, LLC History No change 1,682,018 40,603 0.24% 0.24% 27 0 0.0% Q2 2026 Aug 14, 2026
RMR Wealth Builders History No change 1,650,711 39,848 2.47% 2.47% 28 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 1,644,809 39,705 0.2% 0.2% 29 0 0.0% Q2 2026 Jul 13, 2026
Morningstar Investment Management LLC History No change 1,613,491 39,159 2.41% 2.41% 30 0 0.0% Q2 2026 Jul 21, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 1,612,677 38,930 2.2% 2.2% 31 0 0.0% Q2 2026 Jul 16, 2026
Willis Johnson & Associates, Inc. History No change 1,610,643 38,880 2.17% 2.17% 32 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,586,586 38,300 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 1,555,667 37,553 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 1,465,012 35,365 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 1,420,725 34,296 1.25% 1.25% 36 0 0.0% Q2 2026 Jul 21, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 1,399,521 33,784 11.08% 11.08% 37 0 0.0% Q2 2026 Jul 16, 2026
United Capital Management of KS, Inc. History No change 1,208,778 29,179 3.82% 3.82% 38 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,186,671 28,646 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 19, 2026
Passive Capital Management, LLC. History No change 1,166,284 28,422 8.89% 8.89% 40 0 0.0% Q2 2026 Aug 10, 2026
Charles Schwab Trust Co History No change 1,139,286 27,502 1.53% 1.53% 41 0 0.0% Q2 2026 Jul 10, 2026
MBM WEALTH CONSULTANTS, LLC History No change 1,110,545 26,808 5.17% 5.17% 42 0 0.0% Q2 2026 Jul 24, 2026
Avior Wealth Management, LLC History No change 1,083,719 26,160 0.69% 0.69% 43 0 0.0% Q2 2026 Jul 07, 2026
Holcombe Financial, Inc. History No change 1,025,561 24,757 13.98% 13.98% 44 0 0.0% Q2 2026 Jul 13, 2026
Galvin, Gaustad & Stein, LLC History No change 965,268 23,301 1.72% 1.72% 45 0 0.0% Q2 2026 Jul 29, 2026
Alesco Advisors, LLC, An ESL Co History No change 921,015 22,233 0.51% 0.51% 46 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 904,197 21,882 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 10, 2026
Journey Advisory Group, LLC History No change 900,961 21,749 1.66% 1.66% 48 0 0.0% Q2 2026 Aug 04, 2026
Kestra Investment Management, LLC History No change 891,421 21,518 0.42% 0.42% 49 0 0.0% Q2 2026 Aug 05, 2026
BALLAST ADVISORS LLC History No change 870,406 21,011 5.01% 5.01% 50 0 0.0% Q2 2026 Aug 12, 2026
Courage Miller Partners, LLC History No change 850,858 20,539 5.42% 5.42% 51 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 847,580 20,460 0.93% 0.93% 52 0 0.0% Q2 2026 Jul 23, 2026
NOVEM GROUP History No change 826,202 19,944 2.02% 2.02% 53 0 0.0% Q2 2026 Jul 21, 2026
Black Diamond Financial, LLC History No change 821,997 19,843 1.75% 1.75% 54 0 0.0% Q2 2026 Aug 04, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 809,728 19,546 1.48% 1.48% 55 0 0.0% Q2 2026 Jul 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 806,931 19,479 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 12, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 780,780 18,848 8.29% 8.29% 57 0 0.0% Q2 2026 Aug 07, 2026
Transmarket Holdings LP History No change 777,452 18,767 13.77% 13.77% 58 0 0.0% Q2 2026 Jul 21, 2026
Fund Evaluation Group, LLC History No change 772,924 18,658 0.5% 0.5% 59 0 0.0% Q2 2026 Aug 07, 2026
BWM Planning, LLC History No change 743,052 17,937 4.16% 4.16% 60 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 682,357 16,472 4.72% 4.72% 61 0 0.0% Q2 2026 Jul 14, 2026
Farther Finance Advisors, LLC History No change 677,248 16,348 0.13% 0.13% 62 0 0.0% Q2 2026 Jul 17, 2026
Clear Retirement Advice LLC History No change 669,894 16,171 11.07% 11.07% 63 0 0.0% Q2 2026 Jul 15, 2026
BARD ASSOCIATES INC History No change 653,377 15,772 3.5% 3.5% 64 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History No change 652,259 15,745 0.44% 0.44% 65 0 0.0% Q2 2026 Jul 24, 2026
RAYMOND JAMES FINANCIAL INC History No change 648,706 15,659 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 646,827 15,614 0.2% 0.2% 67 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 628,888 15,181 0.62% 0.62% 68 0 0.0% Q2 2026 Aug 12, 2026
Prairiewood Capital, LLC History No change 621,511 15,003 3.89% 3.89% 69 0 0.0% Q2 2026 Jul 28, 2026
JPL Wealth Management, LLC History No change 617,375 14,903 2.96% 2.96% 70 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 602,758 14,551 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC History Reduced 607,585 14,496 1.07% 1.12% 72 -3,854 -0.63% Q3 2026 Oct 01, 2026
Meridian Wealth Partners, LLC History No change 582,657 14,065 1.7% 1.7% 73 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 568,257 13,785 0.23% 0.23% 74 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 562,000 13,566 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 06, 2026
Towneley Capital Management, Inc / DE History No change 557,119 13,448 2.64% 2.64% 76 0 0.0% Q2 2026 Jul 30, 2026
Arnold Financial Planning LLC History No change 547,509 13,216 9.86% 9.86% 77 0 0.0% Q2 2026 Jul 13, 2026
Nuveen, LLC History No change 547,077 13,206 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 528,348 12,754 0.14% 0.14% 79 0 0.0% Q2 2026 Aug 04, 2026
Marotta Asset Management History Reduced 526,754 12,568 2.13% 2.23% 80 -31,664 -5.67% Q3 2026 Oct 02, 2026
US BANCORP \DE\ History No change 520,307 12,560 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 12, 2026
Westover Capital Advisors, LLC History No change 507,206 12,243 2.03% 2.03% 82 0 0.0% Q2 2026 Aug 04, 2026
Blue Sky Capital Consultants Group, Inc. History No change 507,188 12,243 5.24% 5.24% 83 0 0.0% Q2 2026 Aug 04, 2026
TRB Wealth Management, LLC History No change 500,986 12,093 1.61% 1.61% 84 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 490,746 11,846 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Phillip James Consulting Co. History No change 488,526 11,793 7.88% 7.88% 86 0 0.0% Q2 2026 Jul 28, 2026
Peterson Wealth Advisors, LLC History No change 487,954 11,779 1.39% 1.39% 87 0 0.0% Q2 2026 Aug 10, 2026
L. Roy Papp & Associates, LLP History No change 467,341 11,281 1.19% 1.19% 88 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL TRUST CO History No change 464,458 11,212 0.38% 0.38% 89 0 0.0% Q2 2026 Jul 30, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 455,538 10,996 3.4% 3.4% 90 0 0.0% Q2 2026 Jul 21, 2026
ZynergyRetirementPlanningLLC History No change 449,104 10,841 5.88% 5.88% 91 0 0.0% Q2 2026 Jul 17, 2026
Mutual Advisors, LLC History No change 418,587 10,104 0.19% 0.19% 92 0 0.0% Q2 2026 Aug 14, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 409,958 9,896 2.21% 2.21% 93 0 0.0% Q2 2026 Jul 20, 2026
Milestone Investment Advisors LLC History No change 407,543 9,838 2.13% 2.13% 94 0 0.0% Q2 2026 Aug 14, 2026
DOCK STREET ASSET MANAGEMENT INC History No change 397,359 9,592 0.89% 0.89% 95 0 0.0% Q2 2026 Jul 30, 2026
Oakwell Private Wealth Management, LLC History No change 394,744 9,529 1.58% 1.58% 96 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 394,300 9,518 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 391,123 9,441 1.76% 1.76% 98 0 0.0% Q2 2026 Jul 17, 2026
Eaton Financial Holdings Company, LLC History No change 386,620 9,333 2.56% 2.56% 99 0 0.0% Q2 2026 Aug 04, 2026
Cloud Capital Management, LLC History No change 384,908 9,291 3.39% 3.39% 100 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 374,721 9,045 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Western Reserve Capital Management, LLC History No change 374,271 9,034 6.7% 6.7% 102 0 0.0% Q2 2026 Jul 21, 2026
C M BIDWELL & ASSOCIATES LTD History No change 366,099 8,837 3.61% 3.61% 103 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 359,258 8,672 0.14% 0.14% 104 0 0.0% Q2 2026 Jul 31, 2026
PARK AVENUE SECURITIES LLC History No change 358,800 8,661 0.05% 0.05% 105 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Investment Research Advisors, Inc. History No change 350,692 8,466 0.02% 0.02% 106 0 0.0% Q2 2026 Jul 27, 2026
Baird Financial Group, Inc. History No change 347,965 8,399 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 345,776 8,347 0.04% 0.04% 108 0 0.0% Q2 2026 Jul 27, 2026
Greenline Partners, LLC History No change 343,306 8,287 0.84% 0.84% 109 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Development LLC History No change 337,232 8,140 4.52% 4.52% 110 0 0.0% Q2 2026 Jul 27, 2026
COMMERCE BANK History No change 336,982 8,134 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 12, 2026
Altiora Financial Group, LLC History No change 333,017 8,039 1.27% 1.27% 112 0 0.0% Q2 2026 Aug 07, 2026
Roundview Capital LLC History No change 326,653 7,885 0.43% 0.43% 113 0 0.0% Q2 2026 Jul 30, 2026
ASSOCIATED BANC-CORP History No change 325,596 7,859 0.19% 0.19% 114 0 0.0% Q2 2026 Jul 31, 2026
SMI Advisory Services, LLC History No change 321,160 7,736 1.25% 1.25% 115 0 0.0% Q2 2026 Jul 09, 2026
Momentum Wealth Planning, LLC History No change 315,302 7,611 5.57% 5.57% 116 0 0.0% Q2 2026 Aug 05, 2026
Maltin Wealth Management, Inc. History No change 312,086 7,533 2.52% 2.52% 117 0 0.0% Q2 2026 Jul 22, 2026
Farrow Financial, Inc. History No change 301,665 7,282 3.89% 3.89% 118 0 0.0% Q2 2026 Aug 04, 2026
Abacus Planning Group, Inc. History No change 300,035 7,242 0.9% 0.9% 119 0 0.0% Q2 2026 Jul 20, 2026
Integrated Wealth Concepts LLC History No change 297,944 7,192 0.05% 0.05% 120 0 0.0% Q2 2026 Sep 08, 2026
Values First Advisors, Inc. History No change 296,679 7,161 3.27% 3.27% 121 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Advisors, LLC History No change 293,156 7,076 0.39% 0.39% 122 0 0.0% Q2 2026 Aug 11, 2026
Grove Street Fiduciary, LLC History No change 292,514 7,061 2.98% 2.98% 123 0 0.0% Q2 2026 Jul 23, 2026
Plan A Wealth LLC History No change 288,517 6,964 2.96% 2.96% 124 0 0.0% Q2 2026 Jul 14, 2026
Resonant Capital Advisors, LLC History No change 286,539 6,917 0.33% 0.33% 125 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 282,065 6,809 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 18, 2026
Atomic Invest LLC History No change 269,789 6,516 0.57% 0.57% 127 0 0.0% Q2 2026 Sep 25, 2026
FIFTH THIRD SECURITIES, INC. History No change 260,239 6,282 0.36% 0.36% 128 0 0.0% Q2 2026 Jul 15, 2026
Act Two Investors LLC History No change 256,210 6,184 1.25% 1.25% 129 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 256,043 6,180 0.18% 0.18% 130 0 0.0% Q2 2026 Aug 03, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 253,954 6,130 1.05% 1.05% 131 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 248,054 5,988 0.07% 0.07% 132 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History No change 245,952 5,917 0.08% 0.08% 133 0 0.0% Q2 2026 Jul 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 240,648 5,809 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 239,495 5,781 0.39% 0.39% 135 0 0.0% Q2 2026 Aug 05, 2026
Valpey Financial Services, LLC History No change 236,032 5,697 3.39% 3.39% 136 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Advisor Solutions LLC History No change 235,386 5,682 0.16% 0.16% 137 0 0.0% Q2 2026 Jul 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 234,582 5,662 0.07% 0.07% 138 0 0.0% Q2 2026 Jul 15, 2026
Successful Portfolios LLC History No change 230,209 5,541 2.59% 2.59% 139 0 0.0% Q2 2026 Jul 14, 2026
Focus Financial Network, Inc. History No change 228,865 5,524 0.17% 0.17% 140 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 225,822 5,451 0.03% 0.03% 141 0 0.0% Q2 2026 Jul 29, 2026
Evensky & Katz LLC History No change 222,902 5,381 0.28% 0.28% 142 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial, LLC History No change 222,800 5,378 0.06% 0.06% 143 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 222,605 5,373 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 12, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 219,598 5,301 2.45% 2.45% 145 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 216,417 5,224 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Cheviot Value Management, LLC History No change 213,107 5,144 0.52% 0.52% 147 0 0.0% Q2 2026 Aug 06, 2026
Bigelow Investment Advisors, LLC History No change 206,562 4,986 1.81% 1.81% 148 0 0.0% Q2 2026 Jul 30, 2026
BlackRock, Inc. History No change 205,980 4,972 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
CFG Wealth Management Services, Inc. History No change 206,470 4,964 4.66% 4.66% 150 0 0.0% Q2 2026 Jul 15, 2026
Sand Hill Global Advisors, LLC History No change 201,936 4,874 0.15% 0.15% 151 0 0.0% Q2 2026 Aug 11, 2026
MidFirst Bank History No change 198,536 4,792 0.34% 0.34% 152 0 0.0% Q2 2026 Aug 07, 2026
Sankala Group LLC History No change 197,025 4,748 3.17% 3.17% 153 0 0.0% Q2 2026 Aug 18, 2026
Independent Solutions Wealth Management, LLC History No change 195,129 4,710 0.61% 0.61% 154 0 0.0% Q2 2026 Jul 29, 2026
WNY Asset Management, LLC History No change 193,805 4,678 0.42% 0.42% 155 0 0.0% Q2 2026 Aug 17, 2026
NewEdge Advisors, LLC History No change 190,099 4,588 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 12, 2026
Pflug Koory, LLC History No change 188,599 4,552 1.82% 1.82% 157 0 0.0% Q2 2026 Jul 21, 2026
HighTower Advisors, LLC History No change 185,955 4,488 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 05, 2026
American Investment Services, Inc. History No change 184,987 4,465 0.94% 0.94% 159 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 183,414 4,427 0.18% 0.18% 160 0 0.0% Q2 2026 Aug 12, 2026
Harrington Investments, INC History No change 183,194 4,422 2.14% 2.14% 161 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 180,579 4,359 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Advisors, Inc. History No change 179,940 4,343 0.91% 0.91% 163 0 0.0% Q2 2026 Jul 17, 2026
Christensen, King & Associates Investment Services, Inc. History No change 178,348 4,305 1.71% 1.71% 164 0 0.0% Q2 2026 Jul 14, 2026
Csenge Advisory Group History No change 177,463 4,283 0.17% 0.17% 165 0 0.0% Q2 2026 Aug 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 173,576 4,174 1.35% 1.35% 166 0 0.0% Q2 2026 Jul 23, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 172,194 4,156 2.94% 2.94% 167 0 0.0% Q2 2026 Aug 10, 2026
LOWERY THOMAS, LLC History No change 161,394 3,896 1.9% 1.9% 168 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 159,887 3,859 0.04% 0.04% 169 0 0.0% Q2 2026 Jul 15, 2026
DOVER ADVISORS, LLC History No change 156,860 3,822 1.56% 1.56% 170 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 152,762 3,687 0.07% 0.07% 171 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 154,449 3,685 0.32% 0.29% 172 +19,622 14.55% Q3 2026 Oct 01, 2026
Main Street Group, LTD History No change 150,987 3,644 0.85% 0.85% 173 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, LLC History No change 150,916 3,643 0.2% 0.2% 174 0 0.0% Q2 2026 Aug 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 150,332 3,629 0.02% 0.02% 175 0 0.0% Q2 2026 Sep 23, 2026
Hidden Cove Wealth Management, LLC History No change 147,356 3,557 1.96% 1.96% 176 0 0.0% Q2 2026 Jul 21, 2026
Investment Research Partners LLC History No change 141,048 3,404 1.15% 1.15% 177 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 140,504 3,391 0.03% 0.03% 178 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 139,784 3,374 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 138,561 3,344 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 29, 2026
Great Lakes Retirement, Inc. History No change 136,163 3,286 0.29% 0.29% 181 0 0.0% Q2 2026 Jul 30, 2026
Prime Capital Investment Advisors, LLC History No change 135,624 3,273 0.03% 0.03% 182 0 0.0% Q2 2026 Aug 05, 2026
PARK NATIONAL CORP /OH/ History No change 134,667 3,250 0.09% 0.09% 183 0 0.0% Q2 2026 Jul 15, 2026
Triad Wealth Partners, LLC History No change 132,180 3,176 0.19% 0.19% 184 0 0.0% Q2 2026 Aug 10, 2026
Beckerman Institutional, LLC History No change 130,698 3,155 1.5% 1.5% 185 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 130,098 3,141 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
GLOBALT Investments LLC / GA History No change 129,666 3,130 0.11% 0.11% 187 0 0.0% Q2 2026 Aug 10, 2026
ETF Store, Inc. History No change 129,546 3,127 2.62% 2.62% 188 0 0.0% Q2 2026 Jul 29, 2026
Journey Beyond Wealth, LLC History No change 128,986 3,113 2.43% 2.43% 189 0 0.0% Q2 2026 Aug 05, 2026
Eagle Strategies LLC History No change 128,687 3,106 0.31% 0.31% 190 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 128,394 3,099 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 28, 2026
Rialto Wealth Management, LLC History No change 128,351 3,098 0.61% 0.61% 192 0 0.0% Q2 2026 Aug 11, 2026
TrustWell Financial Advisors, LLC History No change 128,130 3,093 2.62% 2.62% 193 0 0.0% Q2 2026 Jul 22, 2026
NorthRock Partners, LLC History No change 128,029 3,090 0.04% 0.04% 194 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 126,533 3,054 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Management, Inc. /CA/ History No change 125,000 3,017 1.15% 1.15% 196 0 0.0% Q2 2026 Jul 22, 2026
WT Wealth Management History No change 124,501 3,005 0.83% 0.83% 197 0 0.0% Q2 2026 Jul 22, 2026
McLean Asset Management Corp History No change 123,493 2,976 0.39% 0.39% 198 0 0.0% Q2 2026 Aug 12, 2026
Blue Capital, Inc. History No change 123,250 2,975 1.89% 1.89% 199 0 0.0% Q2 2026 Aug 11, 2026
SigFig Wealth Management, LLC History No change 123,085 2,973 0.08% 0.08% 200 0 0.0% Q2 2026 Jul 07, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 122,656 2,960 0.26% 0.26% 201 0 0.0% Q2 2026 Jul 27, 2026
Collaborative Fund Advisors, LLC History No change 120,994 2,920 1.7% 1.7% 202 0 0.0% Q2 2026 Jul 30, 2026
SIMA Wealth Partners, LLC History No change 120,850 2,917 2.07% 2.07% 203 0 0.0% Q2 2026 Jul 28, 2026
PINKERTON WEALTH, LLC History No change 118,840 2,884 0.25% 0.25% 204 0 0.0% Q2 2026 Jul 30, 2026
BFI Wealth Solutions, LLC History No change 119,465 2,883 2.13% 2.13% 205 0 0.0% Q2 2026 Aug 07, 2026
North Forty Two & Co. History No change 118,056 2,849 2.42% 2.42% 206 0 0.0% Q2 2026 Jul 24, 2026
GW HENSSLER & ASSOCIATES LTD History No change 117,812 2,843 0.13% 0.13% 207 0 0.0% Q2 2026 Jul 28, 2026
Asset Allocation Strategies LLC History No change 117,630 2,839 0.44% 0.44% 208 0 0.0% Q2 2026 Aug 17, 2026
Verdence Capital Advisors LLC History No change 117,506 2,836 0.15% 0.15% 209 0 0.0% Q2 2026 Jul 29, 2026
National Wealth Management Group, LLC History No change 117,125 2,827 0.87% 0.87% 210 0 0.0% Q2 2026 Jul 14, 2026
Sanctuary Advisors, LLC History No change 114,685 2,768 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 13, 2026
True Freedom Investing, LLC History No change 111,927 2,716 0.21% 0.21% 212 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 112,438 2,714 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 111,937 2,702 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 07, 2026
W.H. Cornerstone Investments Inc. History No change 111,555 2,692 1.52% 1.52% 215 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 110,183 2,659 0.13% 0.13% 216 0 0.0% Q2 2026 Jul 28, 2026
Burk Holdings LLC History No change 109,142 2,634 0.97% 0.97% 217 0 0.0% Q2 2026 Aug 12, 2026
Gambit Capital Management, LLC History No change 106,572 2,572 1.5% 1.5% 218 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 105,903 2,556 0.32% 0.32% 219 0 0.0% Q2 2026 Jul 14, 2026
Frontier Asset Management, LLC History No change 105,764 2,553 0.46% 0.46% 220 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 105,526 2,547 0.07% 0.07% 221 0 0.0% Q2 2026 Aug 11, 2026
Clearwater Capital Advisors, LLC History No change 104,944 2,533 0.19% 0.19% 222 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 102,496 2,474 0.05% 0.05% 223 0 0.0% Q2 2026 Jul 30, 2026
Ballast Rock Private Wealth LLC History No change 101,171 2,442 1.13% 1.13% 224 0 0.0% Q2 2026 Aug 10, 2026
ANDERSON HOAGLAND & CO History No change 100,729 2,431 0.19% 0.19% 225 0 0.0% Q2 2026 Jul 06, 2026
Lifeworks Advisors, LLC History No change 98,785 2,384 0.25% 0.25% 226 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 98,202 2,370 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 12, 2026
Maridea Wealth Management LLC History No change 97,528 2,354 0.25% 0.25% 228 0 0.0% Q2 2026 Aug 06, 2026
Tanglewood Wealth Management, Inc. History No change 97,461 2,352 0.2% 0.2% 229 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 97,096 2,343 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 96,967 2,340 0.01% 0.01% 231 0 0.0% Q2 2026 Jul 17, 2026
Rockefeller Capital Management L.P. History No change 96,132 2,320 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Financial Services LLC History No change 95,528 2,306 0.11% 0.11% 233 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 93,466 2,256 0.08% 0.08% 234 0 0.0% Q2 2026 Jul 27, 2026
Coastal Bridge Advisors, LLC History No change 90,759 2,190 0.14% 0.14% 235 0 0.0% Q2 2026 Aug 17, 2026
Valmark Advisers, Inc. History No change 90,718 2,189 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 06, 2026
Bank of Marin History No change 89,433 2,158 1.5% 1.5% 237 0 0.0% Q2 2026 Aug 13, 2026
Pines Wealth Management, LLC History No change 89,166 2,152 0.62% 0.62% 238 0 0.0% Q2 2026 Jul 22, 2026
First Financial Group Corp History No change 88,180 2,128 1.54% 1.54% 239 0 0.0% Q2 2026 Jul 15, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 87,384 2,109 0.21% 0.21% 240 0 0.0% Q2 2026 Jul 13, 2026
Global Retirement Partners, LLC History No change 86,863 2,096 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 85,116 2,054 0.04% 0.04% 242 0 0.0% Q2 2026 Jul 20, 2026
Composition Wealth, LLC History No change 84,325 2,035 0.02% 0.02% 243 0 0.0% Q2 2026 Jul 22, 2026
Lantern Wealth Advisors, LLC History No change 83,949 2,026 0.93% 0.93% 244 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Investment Management History No change 83,963 2,026 0.69% 0.69% 245 0 0.0% Q2 2026 Aug 06, 2026
Brand Asset Management Group, Inc. History No change 82,769 1,998 0.44% 0.44% 246 0 0.0% Q2 2026 Aug 12, 2026
Compass Financial Group, INC/SD History No change 82,326 1,987 0.23% 0.23% 247 0 0.0% Q2 2026 Aug 04, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 82,202 1,983 1.07% 1.07% 248 0 0.0% Q2 2026 Aug 13, 2026
Elite Financial, Inc. History No change 80,668 1,947 0.79% 0.79% 249 0 0.0% Q2 2026 Aug 13, 2026
Unconventional Investor, LLC History No change 80,534 1,944 0.8% 0.8% 250 0 0.0% Q2 2026 Aug 18, 2026
EP Wealth Advisors, LLC History No change 80,525 1,943 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 11, 2026
DMC Group, LLC History No change 79,535 1,919 1.31% 1.31% 252 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 78,986 1,906 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 10, 2026
Centurion Wealth Management LLC History No change 78,255 1,889 0.45% 0.45% 254 0 0.0% Q2 2026 Jul 09, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 77,123 1,861 0.48% 0.48% 255 0 0.0% Q2 2026 Jul 09, 2026
Walkner Condon Financial Advisors LLC History No change 74,570 1,800 0.21% 0.21% 256 0 0.0% Q2 2026 Jul 27, 2026
Mission Hills Financial Advisory, LLC History No change 74,462 1,797 0.79% 0.79% 257 0 0.0% Q2 2026 Aug 14, 2026
Reality Financial Planning Services, LLC History No change 73,797 1,781 1.72% 1.72% 258 0 0.0% Q2 2026 Aug 17, 2026
Dakota Wealth Management History No change 73,100 1,764 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 07, 2026
Invst, LLC History No change 71,991 1,737 0.17% 0.17% 260 0 0.0% Q2 2026 Aug 14, 2026
New Hampshire Trust History No change 71,797 1,733 0.33% 0.33% 261 0 0.0% Q2 2026 Jul 27, 2026
Diversified Trust Co History No change 70,805 1,709 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 17, 2026
Innovative Wealth Building LLC History No change 70,100 1,692 0.98% 0.98% 263 0 0.0% Q2 2026 Jul 23, 2026
&PARTNERS History No change 69,198 1,670 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 14, 2026
Valley Financial Group, Inc. History No change 68,518 1,654 0.82% 0.82% 265 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 68,058 1,642 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 03, 2026
Roberts Financial Services LLC History No change 67,825 1,637 0.48% 0.48% 267 0 0.0% Q2 2026 Aug 06, 2026
Gilbert Capital Group, Inc. History No change 67,813 1,637 1.15% 1.15% 268 0 0.0% Q2 2026 Jul 13, 2026
Inspire Advisors, LLC History No change 66,613 1,607 0.11% 0.11% 269 0 0.0% Q2 2026 Aug 13, 2026
Team Financial Group, LLC History No change 65,251 1,575 0.67% 0.67% 270 0 0.0% Q2 2026 Jul 10, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 63,668 1,536 0.2% 0.2% 271 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 63,181 1,525 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 06, 2026
Joel Isaacson & Co., LLC History No change 62,651 1,512 0.04% 0.04% 273 0 0.0% Q2 2026 Aug 04, 2026
Sherman Asset Management, Inc. History No change 61,718 1,489 1.16% 1.16% 274 0 0.0% Q2 2026 Aug 05, 2026
Everhart Financial Group, Inc. History No change 60,549 1,461 0.09% 0.09% 275 0 0.0% Q2 2026 Jul 08, 2026
Opus Financial Solutions LLC History No change 59,074 1,426 1.15% 1.15% 276 0 0.0% Q2 2026 Jul 24, 2026
Sellwood Investment Partners LLC History No change 59,024 1,424 0.5% 0.5% 277 0 0.0% Q2 2026 Jul 27, 2026
True Link Financial Advisors, LLC History No change 58,937 1,422 0.08% 0.08% 278 0 0.0% Q2 2026 Jul 31, 2026
DBK Financial Counsel, LLC History No change 58,834 1,420 1.19% 1.19% 279 0 0.0% Q2 2026 Jul 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 58,474 1,411 0.07% 0.07% 280 0 0.0% Q2 2026 Jul 23, 2026
MBE Wealth Management, LLC History No change 58,298 1,407 0.49% 0.49% 281 0 0.0% Q2 2026 Jul 24, 2026
ARK & TLK INVESTMENTS, LLC History No change 58,082 1,402 0.35% 0.35% 282 0 0.0% Q2 2026 Jul 20, 2026
Mendota Financial Group, LLC History No change 57,344 1,384 0.86% 0.86% 283 0 0.0% Q2 2026 Jul 09, 2026
Beverly Hills Private Wealth, LLC History No change 57,319 1,383 0.26% 0.26% 284 0 0.0% Q2 2026 Aug 06, 2026
Beacon Financial Advisory LLC History No change 57,227 1,381 0.27% 0.27% 285 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 57,199 1,380 0.15% 0.15% 286 0 0.0% Q2 2026 Jul 29, 2026
Western Wealth Management, LLC History No change 56,491 1,363 0.04% 0.04% 287 0 0.0% Q2 2026 Aug 14, 2026
Great Waters Wealth Management History No change 55,352 1,336 0.12% 0.12% 288 0 0.0% Q2 2026 Jul 08, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 55,189 1,332 0.27% 0.27% 289 0 0.0% Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 54,609 1,318 0.16% 0.16% 290 0 0.0% Q2 2026 Aug 12, 2026
Barnes Dennig Private Wealth Management LLC History No change 54,468 1,314 1.05% 1.05% 291 0 0.0% Q2 2026 Jul 15, 2026
Aventus Investment Advisors, Inc. History No change 53,993 1,303 0.95% 0.95% 292 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 53,795 1,298 0.05% 0.05% 293 0 0.0% Q2 2026 Aug 05, 2026
Tortoise Investment Management, LLC History No change 53,279 1,286 0.1% 0.1% 294 0 0.0% Q2 2026 Aug 07, 2026
Tempus Wealth Planning, LLC History No change 52,725 1,272 0.25% 0.25% 295 0 0.0% Q2 2026 Jul 22, 2026
SeaCrest Wealth Management, LLC History No change 52,580 1,269 0.14% 0.14% 296 0 0.0% Q2 2026 Jul 09, 2026
Seek First Inc. History No change 52,412 1,265 0.8% 0.8% 297 0 0.0% Q2 2026 Jul 28, 2026
Bleakley Financial Group, LLC History No change 50,764 1,225 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 05, 2026
Alliance Wealth Management Group History No change 50,588 1,221 0.24% 0.24% 299 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 50,588 1,221 0.17% 0.17% 300 0 0.0% Q2 2026 Aug 03, 2026
Veery Capital, LLC History No change 50,059 1,208 0.32% 0.32% 301 0 0.0% Q2 2026 Jul 09, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 49,543 1,195 1.86% 1.86% 302 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 49,340 1,191 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 21, 2026
Tennessee Valley Asset Management Partners History No change 49,330 1,190 0.13% 0.13% 304 0 0.0% Q2 2026 Aug 10, 2026
Orographic Financial Advisors, LLC History No change 49,456 1,190 0.79% 0.79% 305 0 0.0% Q2 2026 Aug 13, 2026
Alteri Wealth LLC History No change 48,749 1,176 0.32% 0.32% 306 0 0.0% Q2 2026 Jul 29, 2026
BNP PARIBAS History No change 48,399 1,168 0.03% 0.03% 307 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 48,404 1,168 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 27, 2026
Tidal Investments LLC History No change 48,364 1,167 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 47,629 1,149 0.04% 0.04% 310 0 0.0% Q2 2026 Jul 24, 2026
K2 Financial Inc. History No change 47,125 1,135 0.8% 0.8% 311 0 0.0% Q2 2026 Jul 21, 2026
Pacific Capital Wealth Advisors, Inc. History No change 46,922 1,132 0.17% 0.17% 312 0 0.0% Q2 2026 Jul 09, 2026
WorthPointe, LLC History No change 46,491 1,122 0.28% 0.28% 313 0 0.0% Q2 2026 Jul 31, 2026
Foster Victor Wealth Advisors, LLC History No change 46,561 1,121 0.06% 0.06% 314 0 0.0% Q2 2026 Jul 22, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 46,113 1,113 0.15% 0.15% 315 0 0.0% Q2 2026 Jul 20, 2026
Bright Futures Wealth Management, LLC. History No change 45,763 1,104 0.71% 0.71% 316 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 45,541 1,099 0.05% 0.05% 317 0 0.0% Q2 2026 Jul 07, 2026
ARS Wealth Advisors Group, LLC History No change 45,397 1,095 0.09% 0.09% 318 0 0.0% Q2 2026 Jul 16, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 45,160 1,090 0.5% 0.5% 319 0 0.0% Q2 2026 Aug 13, 2026
Twele Capital Management, Inc. History No change 44,973 1,085 0.18% 0.18% 320 0 0.0% Q2 2026 Jul 14, 2026
Mainsail Financial Group, LLC History No change 44,953 1,085 0.37% 0.37% 321 0 0.0% Q2 2026 Jul 15, 2026
Cumberland Partners Ltd History No change 44,523 1,074 0.07% 0.07% 322 0 0.0% Q2 2026 Aug 06, 2026
Lummis Asset Management, LP History No change 44,147 1,065 0.64% 0.64% 323 0 0.0% Q2 2026 Aug 03, 2026
Avestar Capital, LLC History No change 44,000 1,062 0.06% 0.06% 324 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 44,015 1,062 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 43,711 1,055 0.07% 0.07% 326 0 0.0% Q2 2026 Aug 10, 2026
Balanced Rock Investment Advisors LLC History No change 43,116 1,040 0.65% 0.65% 327 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 42,434 1,024 0.19% 0.19% 328 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 42,319 1,021 0.04% 0.04% 329 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 42,294 1,020 0.03% 0.03% 330 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Retirement, LLC History No change 42,013 1,014 0.06% 0.06% 331 0 0.0% Q2 2026 Aug 12, 2026
Princeton Global Asset Management LLC History No change 41,649 1,005 0.14% 0.14% 332 0 0.0% Q2 2026 Jul 16, 2026
Guardian Financial Partners, LLC History No change 41,331 997 0.39% 0.39% 333 0 0.0% Q2 2026 Jul 15, 2026
CreativeOne Wealth, LLC History No change 40,783 984 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 13, 2026
Madden Advisory Services, Inc. History No change 40,351 974 0.35% 0.35% 335 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Management, LLC History No change 40,211 970 0.03% 0.03% 336 0 0.0% Q2 2026 Aug 05, 2026
LifePlan Financial, LLC History No change 40,021 966 0.68% 0.68% 337 0 0.0% Q2 2026 Jul 21, 2026
MADDEN SECURITIES Corp History No change 39,813 961 0.27% 0.27% 338 0 0.0% Q2 2026 Jul 24, 2026
RWA WEALTH PARTNERS, LLC History No change 39,490 953 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 07, 2026
Sprinkle Financial Consultants LLC History No change 39,434 951 0.37% 0.37% 340 0 0.0% Q2 2026 Jul 08, 2026
Betterment LLC History No change 39,290 948 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 38,773 935 0.44% 0.44% 342 0 0.0% Q2 2026 Aug 07, 2026
Ethos Financial Group, LLC History No change 38,678 931 0.06% 0.06% 343 0 0.0% Q2 2026 Aug 07, 2026
D.B. Root & Company, LLC History No change 38,301 924 0.2% 0.2% 344 0 0.0% Q2 2026 Aug 13, 2026
Family Investment Center, Inc. History No change 38,267 923 0.15% 0.15% 345 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 38,079 919 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 15, 2026
Sigma Planning Corp History No change 37,970 916 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 07, 2026
McCartney Wealth Management LLC History No change 37,380 902 0.68% 0.68% 348 0 0.0% Q2 2026 Aug 03, 2026
BDFS Capital LLC History No change 37,332 901 0.39% 0.39% 349 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 36,964 892 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 14, 2026
Diversify Advisory Services, LLC History No change 36,740 883 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 36,740 883 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 29, 2026
Downshift Financial, LLC History No change 36,519 881 0.4% 0.4% 353 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 36,438 879 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 18, 2026
Sage Investment Advisers LLC History No change 36,371 877 0.59% 0.59% 355 0 0.0% Q2 2026 Jul 09, 2026
Ashton Thomas Private Wealth, LLC History No change 36,271 875 0.02% 0.02% 356 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 36,013 868 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 35,870 866 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 05, 2026
Kuhn & Co Investment Counsel History No change 35,843 865 0.5% 0.5% 359 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 35,815 864 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 13, 2026
Trevian Wealth Management LLC History No change 35,528 857 0.37% 0.37% 361 0 0.0% Q2 2026 Jul 24, 2026
Hennion & Walsh Asset Management, Inc. History No change 35,268 851 0.02% 0.02% 362 0 0.0% Q2 2026 Jul 08, 2026
Orion Porfolio Solutions, LLC History No change 34,911 842 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 14, 2026
Fortis Advisors, LLC History No change 34,844 841 0.39% 0.39% 364 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 34,374 829 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 27, 2026
Vista Cima Wealth Management LLC History No change 34,346 829 0.62% 0.62% 366 0 0.0% Q2 2026 Aug 07, 2026
GRANVILLE CAPITAL, INC. History No change 33,978 820 0.37% 0.37% 367 0 0.0% Q2 2026 Aug 11, 2026
Elmwood Wealth Management, Inc. History No change 34,000 820 0.21% 0.21% 368 0 0.0% Q2 2026 Jul 07, 2026
Legacy Wealth Managment, LLC/ID History No change 33,841 816 0.34% 0.34% 369 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 32,780 791 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 13, 2026
ALTFEST L J & CO INC History No change 32,747 790 0.08% 0.08% 371 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Advisors Inc. History No change 32,757 790 0.14% 0.14% 372 0 0.0% Q2 2026 Jul 16, 2026
Parkwoods Wealth Partners, LLC History No change 32,203 777 0.12% 0.12% 373 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 32,027 773 0.07% 0.07% 374 0 0.0% Q2 2026 Aug 07, 2026
First County Bank /CT/ History No change 32,046 773 0.36% 0.36% 375 0 0.0% Q2 2026 Jul 02, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 31,936 770 0.06% 0.06% 376 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 31,631 763 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 11, 2026
CHILTON INVESTMENT CO INC. History No change 31,569 762 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 14, 2026
JDM Financial Group LLC History No change 30,843 744 0.25% 0.25% 379 0 0.0% Q2 2026 Aug 17, 2026
Simplicity Wealth,LLC History No change 30,616 739 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 30,402 733 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 29,986 723 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 29,870 721 0.49% 0.49% 383 0 0.0% Q2 2026 Jul 15, 2026
Asset One Wealth Management LLC History No change 29,905 720 0.08% 0.08% 384 0 0.0% Q2 2026 Aug 13, 2026
Stewardship Advisors, LLC History No change 29,674 716 0.15% 0.15% 385 0 0.0% Q2 2026 Jul 20, 2026
Global Trust Asset Management, LLC History No change 29,600 714 0.22% 0.22% 386 0 0.0% Q2 2026 Aug 03, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 29,457 711 0.07% 0.07% 387 0 0.0% Q2 2026 Sep 02, 2026
Sightline Wealth Advisors, LLC History No change 29,359 708 0.26% 0.26% 388 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 29,007 700 0.07% 0.07% 389 0 0.0% Q2 2026 Aug 13, 2026
Pasadena Private Wealth, LLC History No change 28,909 697 0.09% 0.09% 390 0 0.0% Q2 2026 Aug 10, 2026
L.K. Benson & Company, P.C. History No change 28,697 692 0.21% 0.21% 391 0 0.0% Q2 2026 Jul 24, 2026
Wealth Forward, LLC History No change 28,265 682 0.34% 0.34% 392 0 0.0% Q2 2026 Jul 29, 2026
Traub Capital Management LLC History No change 28,192 680 0.61% 0.61% 393 0 0.0% Q2 2026 Jul 23, 2026
HBK Sorce Advisory LLC History No change 28,226 678 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 27,932 674 0.05% 0.05% 395 0 0.0% Q2 2026 Jul 20, 2026
Stonekeep Investments, LLC History No change 27,859 673 0.39% 0.39% 396 0 0.0% Q2 2026 Jul 10, 2026
Weitzel Financial Services, Inc. History No change 27,911 672 0.23% 0.23% 397 0 0.0% Q2 2026 Jul 14, 2026
SCS Capital Management LLC History No change 27,687 668 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 27,709 668 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 10, 2026
HARTLINE INVESTMENT CORP/ History No change 27,650 667 0.06% 0.06% 400 0 0.0% Q2 2026 Jul 28, 2026
UMB Bank, n.a. History No change 27,429 662 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 27,315 659 0.04% 0.04% 402 0 0.0% Q2 2026 Jul 27, 2026
Regal Investment Advisors LLC History No change 27,189 656 0.03% 0.03% 403 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 27,142 655 0.1% 0.1% 404 0 0.0% Q2 2026 Jul 21, 2026
Adelphi Trust Co History No change 26,864 648 0.43% 0.43% 405 0 0.0% Q2 2026 Jul 01, 2026
Planned Solutions, Inc. History No change 26,135 630 0.18% 0.18% 406 0 0.0% Q2 2026 Jul 13, 2026
Hexagon Capital Partners LLC History No change 25,854 624 0.09% 0.09% 407 0 0.0% Q2 2026 Aug 06, 2026
Noble Family Wealth, LLC History No change 25,773 622 0.11% 0.11% 408 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 25,684 620 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 28, 2026
OneDigital Investment Advisors LLC History No change 25,630 618 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 06, 2026
Brucke Financial, Inc. History No change 25,543 616 0.27% 0.27% 411 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 25,224 608 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 25,125 606 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 25,120 606 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 25,099 605 0.0% 0.0% 415 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 25,083 605 0.04% 0.04% 416 0 0.0% Q2 2026 Aug 07, 2026
Trek Financial, LLC History No change 24,876 600 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 13, 2026
BCS Wealth Management History No change 24,780 598 0.11% 0.11% 418 0 0.0% Q2 2026 Jul 16, 2026
Three Seasons Wealth, LLC History No change 24,733 597 0.05% 0.05% 419 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 24,674 595 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 11, 2026
SAPIENT CAPITAL LLC History No change 24,539 592 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 09, 2026
Nelson Capital Management, LLC History No change 24,449 590 0.06% 0.06% 422 0 0.0% Q2 2026 Jul 24, 2026
Krilogy Financial LLC History No change 24,224 584 0.02% 0.02% 423 0 0.0% Q2 2026 Jul 27, 2026
Edgestream Partners, L.P. History No change 23,935 577 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 11, 2026
Tradewinds, LLC. History No change 7,040 576 0.13% 0.13% 425 0 0.0% Q2 2026 Aug 14, 2026
HC Advisors, LLC History No change 23,711 572 0.35% 0.35% 426 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC/CA History No change 23,679 571 0.08% 0.08% 427 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 23,070 556 0.01% 0.01% 428 0 0.0% Q2 2026 Jul 09, 2026
BANK OF MONTREAL /CAN/ History No change 22,994 555 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 12, 2026
Unify Financial Advisors History No change 22,974 554 0.51% 0.51% 430 0 0.0% Q2 2026 Jul 21, 2026
Arete Wealth Advisors, LLC History No change 22,512 543 0.04% 0.04% 431 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 22,270 537 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 11, 2026
Carolina Wealth Management Inc History No change 21,922 529 0.24% 0.24% 433 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 21,908 528 0.03% 0.03% 434 0 0.0% Q2 2026 Jul 23, 2026
Pacific Park Financial, Inc. History No change 21,755 525 0.3% 0.3% 435 0 0.0% Q2 2026 Jul 21, 2026
Signal Advisors Wealth, LLC History No change 21,308 514 0.03% 0.03% 436 0 0.0% Q2 2026 Aug 04, 2026
Amicus Financial Advisors, LLC History No change 21,320 514 0.13% 0.13% 437 0 0.0% Q2 2026 Jul 20, 2026
CALTON & ASSOCIATES, INC. History No change 21,175 511 0.07% 0.07% 438 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 21,069 508 0.03% 0.03% 439 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 20,903 504 0.03% 0.03% 440 0 0.0% Q2 2026 Aug 07, 2026
NewCorp Financial Services, Inc. History No change 20,800 502 0.38% 0.38% 441 0 0.0% Q2 2026 Aug 03, 2026
RETIREMENT CAPITAL STRATEGIES History No change 20,695 499 0.17% 0.17% 442 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 20,704 499 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
Advisor Resource Council History No change 20,552 495 0.14% 0.14% 444 0 0.0% Q2 2026 Jul 28, 2026
Diversified Enterprises, LLC History No change 20,511 495 0.02% 0.02% 445 0 0.0% Q2 2026 Jul 31, 2026
VSM Wealth Advisory, LLC History No change 20,493 494 0.13% 0.13% 446 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 20,297 489 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 06, 2026
Live Oak Private Wealth LLC History No change 20,193 487 0.06% 0.06% 448 0 0.0% Q2 2026 Jul 20, 2026
REDW Wealth LLC History No change 19,933 481 0.17% 0.17% 449 0 0.0% Q2 2026 Jul 30, 2026
Perigon Wealth Management, LLC History No change 19,514 471 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 19,494 470 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 14, 2026
Blossom Wealth Management History No change 19,403 468 0.66% 0.66% 452 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 19,344 466 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 19,310 466 0.02% 0.02% 454 0 0.0% Q2 2026 Jul 31, 2026
Spinnaker Investment Group, LLC History No change 19,153 462 0.07% 0.07% 455 0 0.0% Q2 2026 Jul 10, 2026
CITADEL ADVISORS LLC History No change 19,118 461 0.0% 0.0% 456 0 0.0% Q2 2026 Sep 02, 2026
Vident Advisory, LLC History No change 19,134 461 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 12, 2026
Bragg Financial Advisors, Inc History No change 18,962 457 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 12, 2026
1620 INVESTMENT ADVISORS, INC. History No change 18,796 453 0.28% 0.28% 459 0 0.0% Q2 2026 Jul 14, 2026
Avant Financial Advisors LLC History No change 18,742 452 0.28% 0.28% 460 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 18,607 449 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 18,507 446 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 24, 2026
BIRCHBROOK, INC. History No change 18,408 444 0.21% 0.21% 463 0 0.0% Q2 2026 Jul 08, 2026
Independent Wealth Network Inc. History No change 18,340 442 0.11% 0.11% 464 0 0.0% Q2 2026 Jul 20, 2026
Mainstream Capital Management LLC History No change 18,337 442 0.27% 0.27% 465 0 0.0% Q2 2026 Jul 15, 2026
Somerset Group LLC History No change 18,261 439 0.31% 0.31% 466 0 0.0% Q2 2026 Aug 12, 2026
Perissos Private Wealth Management, LLC History No change 18,220 439 0.3% 0.3% 467 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 18,118 437 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 30, 2026
Gradient Investments LLC History No change 18,000 434 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 08, 2026
FIFTH THIRD BANCORP History No change 17,883 431 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 05, 2026
Keystone Global Partners, LLC History No change 17,813 430 0.16% 0.16% 471 0 0.0% Q2 2026 Jul 16, 2026
NATIXIS ADVISORS, LLC History No change 17,734 428 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 17,435 420 0.04% 0.04% 473 0 0.0% Q2 2026 Jul 30, 2026
Blom & Howell Financial Planning, Inc. History No change 17,310 417 0.35% 0.35% 474 0 0.0% Q2 2026 Aug 04, 2026
Onyx Bridge Wealth Group LLC History No change 17,229 415 0.04% 0.04% 475 0 0.0% Q2 2026 Jul 23, 2026
Per Stirling Capital Management, LLC. History No change 16,861 407 0.04% 0.04% 476 0 0.0% Q2 2026 Aug 14, 2026
Signet Investment Advisory Group, Inc. History No change 16,807 405 0.18% 0.18% 477 0 0.0% Q2 2026 Jul 29, 2026
EJMK Ventures LLC History No change 16,614 401 0.18% 0.18% 478 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 16,340 394 0.03% 0.03% 479 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 16,135 389 0.1% 0.1% 480 0 0.0% Q2 2026 Jul 14, 2026
Ascent Advisors, LLC History No change 16,209 389 0.45% 0.45% 481 0 0.0% Q2 2026 Aug 14, 2026
Signature Resources Capital Management, LLC History No change 16,092 388 0.15% 0.15% 482 0 0.0% Q2 2026 Jul 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 16,069 387 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 04, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 15,907 383 0.14% 0.14% 484 0 0.0% Q2 2026 Jul 14, 2026
Founders Financial Alliance, LLC History No change 15,739 379 0.05% 0.05% 485 0 0.0% Q2 2026 Aug 04, 2026
Enclave Advisors LLC History No change 15,701 379 0.05% 0.05% 486 0 0.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History No change 15,655 377 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 15,655 377 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 31, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 15,603 376 0.07% 0.07% 489 0 0.0% Q2 2026 Aug 06, 2026
BURLING WEALTH PARTNERS, LLC History No change 15,600 376 0.06% 0.06% 490 0 0.0% Q2 2026 Aug 04, 2026
Balboa Wealth Partners History No change 15,520 374 0.05% 0.05% 491 0 0.0% Q2 2026 Aug 10, 2026
LexAurum Advisors, LLC History No change 15,300 369 0.04% 0.04% 492 0 0.0% Q2 2026 Jul 15, 2026
TOWNSQUARE CAPITAL LLC History No change 15,266 368 0.07% 0.07% 493 0 0.0% Q2 2026 Aug 14, 2026
Ceeto Capital Group, LLC History No change 15,000 362 0.1% 0.1% 494 0 0.0% Q2 2026 Aug 14, 2026
Hardin Capital Partners, LLC History No change 15,029 362 0.17% 0.17% 495 0 0.0% Q2 2026 Jul 07, 2026
Empirical Asset Management, LLC History No change 14,885 359 0.08% 0.08% 496 0 0.0% Q2 2026 Aug 10, 2026
Autumn Glory Partners, LLC History No change 14,870 358 0.1% 0.1% 497 0 0.0% Q2 2026 Aug 03, 2026
Valtinson Bruner Financial Planning LLC History No change 14,789 357 0.09% 0.09% 498 0 0.0% Q2 2026 Aug 03, 2026
Immaculate Wealth Management LLC History No change 14,825 357 2.42% 2.42% 499 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 14,750 356 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 23, 2026
Clay Northam Wealth Management, LLC History No change 14,300 345 0.17% 0.17% 501 0 0.0% Q2 2026 Aug 10, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 14,262 343 0.1% 0.1% 502 0 0.0% Q2 2026 Jul 10, 2026
WPG Advisers, LLC History No change 14,120 340 0.2% 0.2% 503 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 14,038 339 0.02% 0.02% 504 0 0.0% Q2 2026 Jul 14, 2026
Arkadios Wealth Advisors History No change 14,064 339 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 10, 2026
Latitude Advisors, LLC History No change 13,962 337 0.13% 0.13% 506 0 0.0% Q2 2026 Jul 27, 2026
Davis Wealth Advisors, LLC History No change 13,926 336 0.26% 0.26% 507 0 0.0% Q2 2026 Aug 14, 2026
Meadowbrook Wealth Management, LLC History No change 13,908 335 0.36% 0.36% 508 0 0.0% Q2 2026 Jul 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 13,801 333 0.03% 0.03% 509 0 0.0% Q2 2026 Jul 27, 2026
CGN Advisors LLC History No change 13,470 325 0.02% 0.02% 510 0 0.0% Q2 2026 Jul 06, 2026
Avail Investment Partners, LLC History No change 13,466 325 0.25% 0.25% 511 0 0.0% Q2 2026 Jul 31, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 13,454 324 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 03, 2026
Kilner Capital Advisors, LLC History No change 13,302 321 0.28% 0.28% 513 0 0.0% Q2 2026 Jul 13, 2026
RDA Financial Network History No change 13,175 318 0.07% 0.07% 514 0 0.0% Q2 2026 Jul 06, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 13,163 317 0.08% 0.08% 515 0 0.0% Q2 2026 Aug 07, 2026
Friedenthal Financial History No change 13,044 314 0.14% 0.14% 516 0 0.0% Q2 2026 Jul 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 13,008 314 0.03% 0.03% 517 0 0.0% Q2 2026 Aug 11, 2026
Revisor Wealth Management LLC History No change 12,824 309 0.07% 0.07% 518 0 0.0% Q2 2026 Jul 21, 2026
WEDBUSH SECURITIES INC History No change 12,659 306 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 28, 2026
Badgley Phelps Wealth Managers, LLC History No change 12,691 306 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 31, 2026
Genesee Capital Advisors, LLC History No change 12,606 304 0.1% 0.1% 521 0 0.0% Q2 2026 Aug 06, 2026
Morling Financial Advisors, LLC History No change 12,559 303 0.08% 0.08% 522 0 0.0% Q2 2026 Aug 06, 2026
Inman Jager Wealth Management, LLC History No change 12,536 302 0.16% 0.16% 523 0 0.0% Q2 2026 Aug 07, 2026
Cairn Investment Group, Inc. History No change 12,474 301 0.13% 0.13% 524 0 0.0% Q2 2026 Jul 28, 2026
Empower Advisory Group, LLC History No change 12,473 301 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 12,466 300 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,449 300 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 27, 2026
Envision Financial Planning, LLC History No change 12,422 299 0.1% 0.1% 528 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 12,422 299 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 10, 2026
American Institute for Advanced Investment Management, LLP History No change 12,175 293 0.17% 0.17% 530 0 0.0% Q2 2026 Jul 21, 2026
MYECFO, LLC History No change 12,163 293 0.11% 0.11% 531 0 0.0% Q2 2026 Aug 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 12,178 293 0.05% 0.05% 532 0 0.0% Q2 2026 Aug 10, 2026
RB Capital Management, LLC History No change 12,133 292 0.06% 0.06% 533 0 0.0% Q2 2026 Aug 17, 2026
Anson Capital, Inc. History No change 12,091 291 0.19% 0.19% 534 0 0.0% Q2 2026 Jul 29, 2026
Brewster Financial Planning LLC History No change 12,005 289 0.16% 0.16% 535 0 0.0% Q2 2026 Jul 14, 2026
Gradient Capital Advisors, LLC History No change 11,954 288 0.07% 0.07% 536 0 0.0% Q2 2026 Jul 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 11,893 287 0.03% 0.03% 537 0 0.0% Q2 2026 Jul 07, 2026
Qube Research & Technologies Ltd History No change 11,842 285 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 11,835 285 0.1% 0.1% 539 0 0.0% Q2 2026 Jul 28, 2026
Eagle Bay Advisors LLC History No change 11,739 283 0.21% 0.21% 540 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 11,611 280 0.03% 0.03% 541 0 0.0% Q2 2026 Jul 16, 2026
Tactive Advisors, LLC History No change 11,339 273 0.07% 0.07% 542 0 0.0% Q2 2026 Jul 08, 2026
PFG Advisors History No change 11,129 268 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 16, 2026
OpenArc Corporate Advisory, LLC History No change 11,134 268 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 10,957 264 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 10, 2026
Core Wealth Partners LLC History No change 10,626 256 0.11% 0.11% 546 0 0.0% Q2 2026 Jul 17, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 10,580 255 0.15% 0.15% 547 0 0.0% Q2 2026 Jul 29, 2026
Zullo Investment Group, Inc. History No change 10,559 254 0.09% 0.09% 548 0 0.0% Q2 2026 Jul 31, 2026
WMG Financial Advisors, LLC History No change 10,513 253 0.1% 0.1% 549 0 0.0% Q2 2026 Jul 23, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 10,450 252 0.09% 0.09% 550 0 0.0% Q2 2026 Aug 07, 2026
Edgemoor Investment Advisors, Inc. History No change 10,386 250 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 07, 2026
Auxano Advisors, LLC History No change 10,377 250 0.05% 0.05% 552 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 10,334 249 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 03, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 10,300 249 0.09% 0.09% 554 0 0.0% Q2 2026 Aug 14, 2026
Cassady Wealth & Retirement Planning, LLC History No change 10,306 248 0.12% 0.12% 555 0 0.0% Q2 2026 Jul 24, 2026
Stablepoint Partners, LLC History No change 10,059 242 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 09, 2026
Wealthcare Capital Partners, LLC History No change 10,000 241 0.1% 0.1% 557 0 0.0% Q2 2026 Jul 09, 2026
RFG Advisory, LLC History No change 9,926 239 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 15, 2026
Aull & Monroe Investment Management Corp History No change 9,825 237 0.1% 0.1% 559 0 0.0% Q2 2026 Jul 20, 2026
Stirlingshire Investments, Inc. History No change 9,780 236 0.18% 0.18% 560 0 0.0% Q2 2026 Jul 31, 2026
John W. Brooker & Co., CPAs History No change 9,764 235 0.28% 0.28% 561 0 0.0% Q2 2026 Jul 20, 2026
Advisor OS, LLC History No change 9,703 234 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 05, 2026
Cogent Private Wealth, Inc. History No change 9,701 234 0.15% 0.15% 563 0 0.0% Q2 2026 Aug 05, 2026
Lynx Investment Advisory History No change 9,687 233 0.08% 0.08% 564 0 0.0% Q2 2026 Jul 27, 2026
Lauterbach Financial Advisors, LLC History No change 9,408 227 0.1% 0.1% 565 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 9,330 225 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 9,295 224 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 9,256 223 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 10, 2026
Carrera Capital Advisors History No change 9,171 221 0.03% 0.03% 569 0 0.0% Q2 2026 Aug 03, 2026
Modera Wealth Management, LLC History No change 9,075 219 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 03, 2026
Destination Wealth Management History No change 9,030 217 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL PENSION ADVISORS, LLC History No change 8,955 215 0.03% 0.03% 572 0 0.0% Q2 2026 Jul 23, 2026
Blume Capital Management, Inc. History No change 8,898 214 0.03% 0.03% 573 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisory, LLC History No change 8,857 213 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 13, 2026
Alpha Omega Wealth Management LLC History No change 8,819 212 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 20, 2026
STEPHENS INC /AR/ History No change 8,742 211 0.0% 0.0% 576 0 0.0% Q2 2026 Jul 29, 2026
Soltis Investment Advisors LLC History No change 8,773 211 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 31, 2026
Pine Haven Investment Counsel, Inc History No change 8,566 206 0.14% 0.14% 578 0 0.0% Q2 2026 Jul 08, 2026
SCRATCH CAPITAL LLC History No change 8,571 206 0.1% 0.1% 579 0 0.0% Q2 2026 Jul 30, 2026
White Lighthouse Investment Management Inc. History No change 8,510 205 0.03% 0.03% 580 0 0.0% Q2 2026 Aug 04, 2026
TPG Advisors LLC History No change 8,477 204 0.11% 0.11% 581 0 0.0% Q2 2026 Jul 29, 2026
Nalls Sherbakoff Group, LLC History No change 8,413 203 0.14% 0.14% 582 0 0.0% Q2 2026 Aug 17, 2026
Burns Matteson Capital Management, LLC History No change 8,427 203 0.06% 0.06% 583 0 0.0% Q2 2026 Jul 17, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 8,412 203 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 16, 2026
Firestone Capital Management History No change 8,345 201 0.04% 0.04% 585 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 8,321 200 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 8,308 200 0.02% 0.02% 587 0 0.0% Q2 2026 Aug 06, 2026
Fiduciary Alliance LLC History No change 8,312 200 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 20, 2026
Bridgelight Financial Advisors, Inc. History No change 8,293 200 0.14% 0.14% 589 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History No change 8,031 193 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 11, 2026
Daytona Street Capital LLC History No change 7,976 191 0.14% 0.14% 591 0 0.0% Q2 2026 Aug 03, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 7,886 190 0.11% 0.11% 592 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 7,048 170 0.02% 0.02% 593 0 0.0% Q2 2026 Jul 14, 2026
Fairman Group, LLC History No change 7,030 169 0.13% 0.13% 594 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 6,804 164 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 6,764 163 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 28, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 6,422 155 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 09, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 6,358 153 0.09% 0.09% 598 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 6,247 150 0.06% 0.06% 599 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,743 138 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 04, 2026
SRH ADVISORS, LLC History No change 5,640 136 0.03% 0.03% 601 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 5,067 122 0.03% 0.03% 602 0 0.0% Q2 2026 Jul 23, 2026
Bulwark Capital Corp History No change 4,960 119 0.07% 0.07% 603 0 0.0% Q2 2026 Jul 06, 2026
Valeo Financial Advisors, LLC History No change 21,954 117 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 08, 2026
FMR LLC History No change 4,829 116 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 4,781 115 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 4,737 114 0.04% 0.04% 607 0 0.0% Q2 2026 Jul 31, 2026
Aptus Capital Advisors, LLC History No change 4,605 111 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 12, 2026
Legacy Bridge, LLC History No change 4,600 111 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 4,607 111 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 4,490 108 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 4,263 102 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 4,078 98 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 4,010 96 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 27, 2026
Peck Wealth Management, LLC History No change 4,000 96 0.08% 0.08% 615 0 0.0% Q2 2026 Jul 31, 2026
Anchor Investment Management, LLC History No change 3,974 95 0.01% 0.01% 616 0 0.0% Q2 2026 Sep 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 3,938 95 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 3,901 94 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 31, 2026
EASTERN BANK History No change 3,862 93 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 01, 2026
SouthState Bank Corp History No change 3,795 91 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 3,660 88 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 03, 2026
High Note Wealth, LLC History No change 3,686 88 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 3,460 83 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 3,200 77 0.02% 0.02% 624 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 3,000 72 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 05, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 3,000 72 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 2,950 71 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 21, 2026
HOWE & RUSLING INC History No change 2,935 70 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 2,751 66 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 2,729 65 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,622 63 0.02% 0.02% 631 0 0.0% Q2 2026 Jul 16, 2026
Strategic Wealth Partners, Ltd. History No change 2,493 60 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 12, 2026
Tradewinds Capital Management, LLC History No change 2,287 55 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 2,209 53 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,091 50 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 04, 2026
CoreCap Advisors, LLC History No change 2,086 50 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 06, 2026
Kennebec Savings Bank History No change 2,094 50 0.04% 0.04% 637 0 0.0% Q2 2026 Jul 13, 2026
HM PAYSON & CO History No change 2,012 48 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 1,847 44 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 12, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,832 44 0.02% 0.02% 640 0 0.0% Q2 2026 Aug 10, 2026
Grey Ledge Advisors, LLC History No change 1,665 40 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 27, 2026
Front Row Advisors LLC History No change 1,676 40 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 13, 2026
Provident Wealth Management, LLC History No change 1,654 39 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 1,562 37 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 06, 2026
Measured Wealth Private Client Group, LLC History No change 1,408 33 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 10, 2026
Banque Transatlantique SA History No change 1,400 33 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,400 33 0.02% 0.02% 647 0 0.0% Q2 2026 Jul 24, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,247 30 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 1,150 27 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 20, 2026
Park Place Capital Corp History No change 1,113 26 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 13, 2026
Dorato Capital Management History No change 1,084 26 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 13, 2026
Costello Asset Management, INC History No change 1,055 25 0.01% 0.01% 652 0 0.0% Q2 2026 Jul 28, 2026
Caitlin John, LLC History No change 1,037 25 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 17, 2026
VISION FINANCIAL MARKETS LLC History No change 1,000 24 0.02% 0.02% 654 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 1,009 24 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 1,025 24 0.01% 0.01% 656 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 922 22 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 21, 2026
Tower View Wealth Management LLC History No change 906 21 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 24, 2026
NFSG Corp History No change 901 21 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 875 21 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 844 20 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 810 19 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 10, 2026
Beaird Harris Wealth Management, LLC History No change 828 19 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 08, 2026
Avion Wealth History No change 780 18 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 31, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 756 18 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 28, 2026
Burnham & Co LLC History No change 755 18 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 11, 2026
Fort Vancouver Investment Management, LLC History No change 715 17 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 29, 2026
NBT BANK, N.A. History No change 702 16 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 639 15 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 624 15 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 625 15 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 22, 2026
Davis Capital Management History No change 628 15 0.01% 0.01% 672 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 583 14 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 05, 2026
BOKF, NA History No change 552 13 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 576 13 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 546 13 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 10, 2026
Westfuller Advisors, LLC History No change 560 13 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 29, 2026
Center for Financial Planning, Inc. History No change 501 12 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 520 12 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 436 10 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 05, 2026
Fortis Group Advisors, LLC History No change 402 9 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 410 9 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 399 9 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 370 8 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 350 8 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 22, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 356 8 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 310 7 0.0% 0.0% 687 0 0.0% Q2 2026 Sep 04, 2026
ST GERMAIN D J CO INC History No change 259 6 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 280 6 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 13, 2026
Delos Wealth Advisors, LLC History No change 253 6 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 14, 2026
Lodestone Wealth Management LLC History No change 288 6 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 23, 2026
BARRETT & COMPANY, INC. History No change 216 5 0.0% 0.0% 692 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 248 5 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 186 4 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 172 4 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 30, 2026
SHP Wealth Management History No change 170 4 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 183 4 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 29, 2026
Hoese & Co LLP History No change 168 4 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 148 3 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 152 3 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 13, 2026
LGT Financial Advisors LLC History No change 139 3 0.02% 0.02% 701 0 0.0% Q2 2026 Jul 24, 2026
ASHTON THOMAS SECURITIES, LLC History No change 100 2 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 92 2 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 10, 2026
WOLFF WIESE MAGANA LLC History No change 119 2 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 13, 2026
Hanson & Doremus Investment Management History No change 23 1 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 29, 2026
Trust Co History No change 61 1 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 10, 2026
Triumph Capital Management History No change 56 1 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 67 1 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 07, 2026
Game Plan Financial Advisors, LLC History No change 74 1 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 07, 2026
Strategic Investment Solutions, Inc. /IL History No change 50 1 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 08, 2026
Strive Financial Group ,LLC History No change 66 1 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Wagner Wealth Management, LLC History No change 35 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cordant, Inc. History No change 30 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Spire Wealth Management History No change 31 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Cordgrass Capital Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Brooklyn FI, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Olistico Wealth, LLC History No change 41 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Strategic Advocates LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 27 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Vestwell Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
KERR FINANCIAL PLANNING Corp History No change 4 0 — — — 0 0.0% Q2 2026 Jul 02, 2026