SCHWAB STRATEGIC TRUST - SCHP

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Empower Advisory Group, LLC History No change 56,682,533 1,502,087 3.58% 3.58% 1 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 35,292,799 935,259 1.8% 1.8% 2 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 27,874,223 741,454 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 12, 2026
Municipal Employees' Retirement System of Michigan History No change 16,188,586 428,998 4.74% 4.74% 4 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 13,667,827 362,205 0.32% 0.32% 5 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 11,540,399 305,820 1.15% 1.15% 6 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 10,579,829 280,365 0.34% 0.34% 7 0 0.0% Q2 2026 Aug 14, 2026
LINCOLN NATIONAL CORP History No change 9,439,565 250,148 6.4% 6.4% 8 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 9,287,638 247,144 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 8,798,660 233,164 0.2% 0.2% 10 0 0.0% Q2 2026 Aug 12, 2026
NEPC LLC History No change 8,321,737 220,526 4.12% 4.12% 11 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 8,151,700 216,020 3.91% 3.91% 12 0 0.0% Q2 2026 Jul 31, 2026
Quadratic Capital Management LLC History No change 8,053,035 213,405 85.31% 85.31% 13 0 0.0% Q2 2026 Jul 10, 2026
Alesco Advisors, LLC, An ESL Co History No change 6,468,720 171,421 3.93% 3.93% 14 0 0.0% Q2 2026 Aug 05, 2026
Elm Partners Management LLC History No change 6,341,129 168,039 5.0% 5.0% 15 0 0.0% Q2 2026 Oct 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,295,573 166,832 0.04% 0.04% 16 0 0.0% Q2 2026 Sep 23, 2026
Cerity Partners OCIO LLC History No change 5,620,759 148,950 7.54% 7.54% 17 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 5,313,609 140,810 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 5,068,741 134,321 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 3,711,923 98,365 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 3,653,308 96,812 0.45% 0.45% 21 0 0.0% Q2 2026 Aug 18, 2026
BANK OF AMERICA CORP /DE/ History No change 3,601,077 95,428 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 3,527,518 93,479 5.69% 5.69% 23 0 0.0% Q2 2026 Jul 13, 2026
AMERIPRISE FINANCIAL INC History No change 3,427,650 90,699 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 2,961,382 78,477 2.52% 2.52% 25 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 2,958,188 78,391 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 22, 2026
Lutz Financial Services LLC History No change 2,445,014 64,792 3.95% 3.95% 27 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 2,429,311 64,376 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 2,323,341 61,568 0.6% 0.6% 29 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Advisory Partners LLC History No change 2,090,010 55,385 1.05% 1.05% 30 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 2,072,918 54,932 0.09% 0.09% 31 0 0.0% Q2 2026 Jul 30, 2026
LifeGuide Financial Advisors, LLC History No change 2,072,506 54,921 15.64% 15.64% 32 0 0.0% Q2 2026 Jul 09, 2026
PRINCIPAL SECURITIES, INC. History No change 1,978,213 52,422 0.63% 0.63% 33 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 1,964,331 52,055 0.34% 0.34% 34 0 0.0% Q2 2026 Sep 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,919,352 49,972 0.08% 0.08% 35 0 0.0% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History No change 1,851,168 49,055 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 1,795,139 47,571 2.3% 2.3% 37 0 0.0% Q2 2026 Jul 31, 2026
FMR LLC History No change 1,713,651 45,411 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,664,512 44,109 3.74% 3.74% 39 0 0.0% Q2 2026 Jul 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 1,663,100 44,072 0.72% 0.72% 40 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 1,658,178 43,941 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 07, 2026
BlueSky Wealth Advisors, LLC History No change 1,623,663 43,027 4.98% 4.98% 42 0 0.0% Q2 2026 Jul 28, 2026
Pure Financial Advisors, LLC History No change 1,591,154 42,165 0.54% 0.54% 43 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 1,580,881 41,893 1.03% 1.03% 44 0 0.0% Q2 2026 Aug 11, 2026
Financial Architects, LLC History No change 1,567,285 41,533 19.92% 19.92% 45 0 0.0% Q2 2026 Jul 21, 2026
Russell Investments Group, Ltd. History No change 1,528,182 40,496 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 1,500,238 39,756 2.25% 2.25% 47 0 0.0% Q2 2026 Jul 16, 2026
Garde Capital, Inc. History No change 1,471,972 39,007 1.75% 1.75% 48 0 0.0% Q2 2026 Jul 31, 2026
Pictet Asset Management Holding SA History No change 1,452,500 38,491 0.04% 0.04% 49 0 0.0% Q2 2026 Jul 30, 2026
Matrix Trust Co History Added to 1,379,918 34,677 5.04% 5.01% 50 +76,275 5.85% Q3 2026 Oct 07, 2026
Creative Planning History No change 1,300,206 34,455 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,270,321 33,663 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 1,108,301 29,369 2.85% 2.85% 53 0 0.0% Q2 2026 Jul 30, 2026
FOSTER & MOTLEY INC History No change 1,101,719 29,196 1.34% 1.34% 54 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 1,092,235 28,899 0.08% 0.08% 55 0 0.0% Q2 2026 Aug 10, 2026
Prentice Wealth Management LLC History No change 1,071,634 28,398 5.86% 5.86% 56 0 0.0% Q2 2026 Jul 15, 2026
Joseph Group Capital Management History No change 1,045,552 27,707 5.82% 5.82% 57 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 1,013,405 26,855 0.71% 0.71% 58 0 0.0% Q2 2026 Jul 07, 2026
Cetera Investment Advisers History No change 1,000,075 26,502 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 12, 2026
Seneca Financial Advisors LLC History No change 998,768 26,467 6.87% 6.87% 60 0 0.0% Q2 2026 Jul 27, 2026
Tortoise Investment Management, LLC History No change 978,659 25,934 1.93% 1.93% 61 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 899,338 23,832 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 828,847 21,964 0.15% 0.15% 63 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 795,641 21,084 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 05, 2026
Fund Evaluation Group, LLC History No change 748,000 19,822 0.54% 0.54% 65 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 743,051 19,690 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 19, 2026
Navalign, LLC History No change 726,108 19,241 4.48% 4.48% 67 0 0.0% Q2 2026 Jul 27, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 705,091 18,684 15.27% 15.27% 68 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 695,863 18,440 0.2% 0.2% 69 0 0.0% Q2 2026 Aug 03, 2026
Tidal Investments LLC History No change 663,627 17,451 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 656,690 17,402 0.96% 0.96% 71 0 0.0% Q2 2026 Jul 21, 2026
GOLDMAN SACHS GROUP INC History No change 646,079 17,121 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Allen Capital Group, LLC History No change 633,025 16,775 1.37% 1.37% 73 0 0.0% Q2 2026 Jul 27, 2026
Carnegie Investment Counsel History No change 623,683 16,527 0.33% 0.33% 74 0 0.0% Q2 2026 Jul 30, 2026
Asset Management Group, Inc. History No change 618,196 16,382 2.4% 2.4% 75 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 599,589 15,889 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 594,606 15,757 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 592,741 15,707 0.61% 0.61% 78 0 0.0% Q2 2026 Aug 04, 2026
Prairiewood Capital, LLC History No change 583,810 15,470 4.01% 4.01% 79 0 0.0% Q2 2026 Jul 28, 2026
CCG WEALTH MANAGEMENT, LLC History No change 580,465 15,382 3.57% 3.57% 80 0 0.0% Q2 2026 Aug 07, 2026
Greenline Partners, LLC History No change 548,168 14,526 1.48% 1.48% 81 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 530,600 14,060 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 528,943 14,018 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
Grove Street Fiduciary, LLC History No change 526,590 13,954 5.89% 5.89% 84 0 0.0% Q2 2026 Jul 23, 2026
FDx Advisors, Inc. History No change 524,025 13,887 4.19% 4.19% 85 0 0.0% Q2 2026 Aug 04, 2026
Marotta Asset Management History Reduced 519,739 13,061 2.22% 2.33% 87 -14,632 -2.74% Q3 2026 Oct 02, 2026
Wealthspire Advisors, LLC History No change 492,881 13,061 0.07% 0.07% 86 0 0.0% Q2 2026 Aug 11, 2026
Roble, Belko & Company, Inc History No change 488,303 12,940 1.4% 1.4% 88 0 0.0% Q2 2026 Jul 24, 2026
ALM First Financial Advisors, LLC History No change 487,500 12,918 2.18% 2.18% 89 0 0.0% Q2 2026 Jul 10, 2026
Capital Analysts, LLC History No change 486,183 12,884 0.3% 0.3% 90 0 0.0% Q2 2026 Aug 05, 2026
ZynergyRetirementPlanningLLC History No change 473,970 12,560 6.81% 6.81% 91 0 0.0% Q2 2026 Jul 17, 2026
Carolina Wealth Advisors, LLC History No change 472,871 12,531 4.91% 4.91% 92 0 0.0% Q2 2026 Jul 09, 2026
Robinswood Financial LLC History No change 468,805 12,423 3.56% 3.56% 93 0 0.0% Q2 2026 Jul 14, 2026
Fortis Advisors, LLC History No change 468,102 12,404 5.81% 5.81% 94 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 437,861 11,647 0.15% 0.15% 95 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 437,820 11,602 0.13% 0.13% 96 0 0.0% Q2 2026 Aug 04, 2026
Altiora Financial Group, LLC History No change 435,988 11,553 1.82% 1.82% 97 0 0.0% Q2 2026 Aug 07, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 433,064 11,476 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 12, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 432,020 11,448 1.09% 1.09% 99 0 0.0% Q2 2026 Jul 09, 2026
Golden Bell Financial Planning LLC History No change 429,976 11,394 8.38% 8.38% 100 0 0.0% Q2 2026 Jul 31, 2026
Silver Coast Investments LLC History No change 428,837 11,364 3.38% 3.38% 101 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 424,543 11,250 0.12% 0.12% 102 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 423,069 11,211 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 12, 2026
Westover Capital Advisors, LLC History No change 418,819 11,098 1.84% 1.84% 104 0 0.0% Q2 2026 Aug 04, 2026
Trajan Wealth LLC History No change 417,385 11,060 0.42% 0.42% 105 0 0.0% Q2 2026 Aug 13, 2026
Rock Creek Group LLC History No change 406,932 10,783 1.09% 1.09% 106 0 0.0% Q2 2026 Aug 03, 2026
Signal Advisors Wealth, LLC History No change 406,222 10,764 0.54% 0.54% 107 0 0.0% Q2 2026 Aug 04, 2026
Brightwater Advisory LLC History No change 401,658 10,643 6.73% 6.73% 108 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 399,721 10,592 0.51% 0.51% 109 0 0.0% Q2 2026 Aug 11, 2026
PROFFITT & GOODSON INC History No change 398,250 10,553 1.45% 1.45% 110 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 393,772 10,434 0.07% 0.07% 111 0 0.0% Q2 2026 Aug 12, 2026
Frontier Asset Management, LLC History No change 391,369 10,371 1.86% 1.86% 112 0 0.0% Q2 2026 Aug 06, 2026
VCI Wealth Management LLC History No change 388,909 10,306 2.58% 2.58% 113 0 0.0% Q2 2026 Aug 04, 2026
Two West Capital Advisors LLC History No change 383,217 10,044 4.99% 4.99% 114 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 376,801 9,985 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 374,596 9,927 0.08% 0.08% 116 0 0.0% Q2 2026 Jul 17, 2026
Focus Financial Network, Inc. History No change 368,427 9,763 0.3% 0.3% 117 0 0.0% Q2 2026 Jul 09, 2026
Peak Financial Management, Inc. History No change 367,655 9,742 2.24% 2.24% 118 0 0.0% Q2 2026 Jul 20, 2026
TRUIST FINANCIAL CORP History No change 354,765 9,401 0.01% 0.01% 119 0 0.0% Q2 2026 Jul 28, 2026
Summit Global Investments History No change 349,362 9,258 0.51% 0.51% 120 0 0.0% Q2 2026 Aug 03, 2026
Amicus Financial Advisors, LLC History No change 344,759 9,136 2.24% 2.24% 121 0 0.0% Q2 2026 Jul 20, 2026
BFSG, LLC History No change 343,128 9,092 0.81% 0.81% 122 0 0.0% Q2 2026 Jul 20, 2026
MPS Loria Financial Planners, LLC History No change 341,000 9,036 2.08% 2.08% 123 0 0.0% Q2 2026 Jul 30, 2026
ARVEST INVESTMENTS, INC. History No change 339,269 8,990 1.09% 1.09% 124 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial, LLC History No change 334,843 8,873 0.1% 0.1% 125 0 0.0% Q2 2026 Aug 12, 2026
Bulwark Capital Corp History No change 334,258 8,857 4.98% 4.98% 126 0 0.0% Q2 2026 Jul 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 333,367 8,834 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 27, 2026
Envision Financial Planning, LLC History No change 332,888 8,821 2.87% 2.87% 128 0 0.0% Q2 2026 Aug 14, 2026
FC Advisory LLC History Added to 348,469 8,757 2.29% 2.39% 129 +8,567 2.52% Q3 2026 Oct 05, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 8,707,371 8,707 10.48% 10.48% 130 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 323,361 8,569 0.12% 0.12% 131 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 318,381 8,437 0.08% 0.08% 132 0 0.0% Q2 2026 Jul 28, 2026
Signet Investment Advisory Group, Inc. History No change 312,810 8,289 3.65% 3.65% 133 0 0.0% Q2 2026 Jul 29, 2026
GenTrust, LLC History No change 310,845 8,237 0.32% 0.32% 134 0 0.0% Q2 2026 Aug 06, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 309,007 8,188 3.11% 3.11% 135 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 302,005 8,003 0.08% 0.08% 136 0 0.0% Q2 2026 Aug 14, 2026
Riverpoint Wealth Management Holdings, LLC History No change 301,276 7,983 1.47% 1.47% 137 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 296,810 7,865 0.12% 0.12% 138 0 0.0% Q2 2026 Aug 10, 2026
MBE Wealth Management, LLC History No change 293,532 7,778 2.73% 2.73% 139 0 0.0% Q2 2026 Jul 24, 2026
Kastel Capital Advisors, LLC History No change 289,935 7,715 4.88% 4.88% 140 0 0.0% Q2 2026 Jul 09, 2026
EQ WEALTH ADVISORS, LLC History No change 279,578 7,408 4.07% 4.07% 141 0 0.0% Q2 2026 Jul 24, 2026
COMMERCE BANK History No change 273,564 7,249 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 12, 2026
Charles Schwab Trust Co History No change 272,663 7,225 0.4% 0.4% 143 0 0.0% Q2 2026 Jul 10, 2026
Vise Technologies, Inc. History No change 271,634 7,198 0.08% 0.08% 144 0 0.0% Q2 2026 Aug 10, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 269,956 7,153 0.44% 0.44% 145 0 0.0% Q2 2026 Aug 12, 2026
Dorato Capital Management History No change 270,159 7,086 4.81% 4.81% 146 0 0.0% Q2 2026 Jul 13, 2026
Transamerica Financial Advisors, LLC History No change 267,114 7,078 0.6% 0.6% 147 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 266,088 7,051 0.84% 0.84% 148 0 0.0% Q2 2026 Sep 02, 2026
SG Americas Securities, LLC History No change 260,482 6,903 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Vilga Financial Planning LLC History No change 258,660 6,854 5.19% 5.19% 150 0 0.0% Q2 2026 Jul 09, 2026
Greenspring Advisors, LLC History No change 258,064 6,838 0.38% 0.38% 151 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Capital Partners, LLC History No change 256,955 6,809 2.81% 2.81% 152 0 0.0% Q2 2026 Jul 09, 2026
Kiker Wealth Management, LLC History No change 251,901 6,675 2.6% 2.6% 153 0 0.0% Q2 2026 Jul 30, 2026
Procyon Advisors, LLC History No change 250,174 6,629 0.29% 0.29% 154 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 246,337 6,527 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 07, 2026
Retirement Management Systems Inc. History No change 243,577 6,454 1.32% 1.32% 156 0 0.0% Q2 2026 Jul 21, 2026
VAN STRUM & TOWNE INC. History No change 243,202 6,444 1.76% 1.76% 157 0 0.0% Q2 2026 Jul 31, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 242,636 6,429 1.58% 1.58% 158 0 0.0% Q2 2026 Jul 30, 2026
Valmark Advisers, Inc. History No change 236,754 6,273 0.07% 0.07% 159 0 0.0% Q2 2026 Aug 06, 2026
THEORY FINANCIAL LLC History No change 235,393 6,237 1.97% 1.97% 160 0 0.0% Q2 2026 Jul 31, 2026
Williams Financial, LLC History No change 232,547 6,162 3.18% 3.18% 161 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 231,348 6,134 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
Hoxton Planning & Management, LLC History No change 229,507 6,081 1.59% 1.59% 163 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 228,489 6,054 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 13, 2026
AMG National Trust Bank History No change 226,715 6,007 0.12% 0.12% 165 0 0.0% Q2 2026 Aug 06, 2026
Alpha Omega Wealth Management LLC History No change 217,362 5,760 0.88% 0.88% 166 0 0.0% Q2 2026 Jul 20, 2026
REBALANCE, LLC History No change 217,193 5,755 0.3% 0.3% 167 0 0.0% Q2 2026 Jul 16, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 215,543 5,711 0.08% 0.08% 168 0 0.0% Q2 2026 Jul 15, 2026
ROYAL BANK OF CANADA History No change 214,965 5,696 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 214,705 5,689 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 13, 2026
Grey Fox Wealth Advisors, LLC History No change 207,460 5,497 0.86% 0.86% 171 0 0.0% Q2 2026 Jul 17, 2026
Curbstone Financial Management Corp History No change 206,870 5,482 0.93% 0.93% 172 0 0.0% Q2 2026 Jul 14, 2026
M Wealth Management, LLC History No change 203,863 5,402 4.24% 4.24% 173 0 0.0% Q2 2026 Jul 27, 2026
LifePlan Investment Advisors, Inc. History No change 196,586 5,209 1.79% 1.79% 174 0 0.0% Q2 2026 Aug 11, 2026
Aviance Capital Partners, LLC History No change 194,939 5,165 0.54% 0.54% 175 0 0.0% Q2 2026 Jul 30, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 188,009 4,982 1.91% 1.91% 176 0 0.0% Q2 2026 Jul 20, 2026
Waverly Advisors, LLC History No change 187,465 4,967 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 14, 2026
Sagace Wealth Management LLC History No change 182,285 4,830 3.03% 3.03% 178 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 181,230 4,802 0.03% 0.03% 179 0 0.0% Q2 2026 Jul 24, 2026
Columbus Macro, LLC History No change 181,199 4,801 0.47% 0.47% 180 0 0.0% Q2 2026 Jul 22, 2026
Kings Path Partners LLC History No change 179,141 4,747 1.26% 1.26% 181 0 0.0% Q2 2026 Jul 14, 2026
First Heartland Consultants, Inc. History No change 178,440 4,728 0.31% 0.31% 182 0 0.0% Q2 2026 Jul 08, 2026
Decker Retirement Planning Inc. History No change 172,963 4,583 1.56% 1.56% 183 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 171,441 4,543 0.05% 0.05% 184 0 0.0% Q2 2026 Aug 11, 2026
Cambria Investment Management, L.P. History No change 172,592 4,538 0.22% 0.22% 185 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 170,937 4,529 0.15% 0.15% 186 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 170,794 4,526 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 11, 2026
RHS Financial, LLC History No change 170,680 4,523 1.82% 1.82% 188 0 0.0% Q2 2026 Aug 07, 2026
Upper Left Wealth Management, LLC History No change 170,701 4,523 2.51% 2.51% 189 0 0.0% Q2 2026 Jul 14, 2026
STIFEL FINANCIAL CORP History No change 170,297 4,512 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Verde Capital Management History No change 169,442 4,490 0.83% 0.83% 191 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD SECURITIES, INC. History No change 168,353 4,461 0.25% 0.25% 192 0 0.0% Q2 2026 Jul 15, 2026
Summit Wealth Group, LLC History No change 168,327 4,460 0.91% 0.91% 193 0 0.0% Q2 2026 Aug 04, 2026
Financial Management, Inc. History No change 167,507 4,438 3.64% 3.64% 194 0 0.0% Q2 2026 Aug 12, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 163,724 4,338 1.48% 1.48% 195 0 0.0% Q2 2026 Jul 21, 2026
WealthCollab, LLC History No change 163,102 4,322 1.57% 1.57% 196 0 0.0% Q2 2026 Aug 10, 2026
ABBINGTON INVESTMENT GROUP History No change 159,941 4,238 2.7% 2.7% 197 0 0.0% Q2 2026 Jul 31, 2026
Seed Wealth Management, Inc. History No change 159,565 4,228 2.68% 2.68% 198 0 0.0% Q2 2026 Jul 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 158,130 4,190 0.25% 0.25% 199 0 0.0% Q2 2026 Aug 12, 2026
Cloud Capital Management, LLC History No change 157,416 4,171 1.52% 1.52% 200 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 155,689 4,125 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 07, 2026
IRON Financial LLC History No change 155,075 4,109 1.7% 1.7% 202 0 0.0% Q2 2026 Jul 22, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 153,741 4,074 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 152,530 4,042 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
ANDERSON HOAGLAND & CO History No change 152,263 4,034 0.32% 0.32% 205 0 0.0% Q2 2026 Jul 06, 2026
Christensen, King & Associates Investment Services, Inc. History No change 150,935 3,999 1.59% 1.59% 206 0 0.0% Q2 2026 Jul 14, 2026
FSA Investment Group, LLC History Added to 156,189 3,925 1.25% 0.39% 207 +111,166 246.91% Q3 2026 Oct 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 147,238 3,901 1.59% 1.59% 208 0 0.0% Q2 2026 Aug 11, 2026
Quadrature Capital Ltd History No change 146,893 3,892 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 143,731 3,808 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 03, 2026
Csenge Advisory Group History No change 142,198 3,768 0.15% 0.15% 211 0 0.0% Q2 2026 Aug 10, 2026
JTC Employer Solutions Trustee Ltd History No change 141,964 3,763 0.3% 0.3% 212 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 140,168 3,714 0.27% 0.27% 213 0 0.0% Q2 2026 Aug 03, 2026
Noble Wealth Partners LLC History No change 139,899 3,707 3.22% 3.22% 214 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 139,605 3,699 0.06% 0.06% 215 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 138,091 3,659 0.2% 0.2% 216 0 0.0% Q2 2026 Aug 12, 2026
Performance Wealth Partners, LLC History No change 131,947 3,496 0.09% 0.09% 217 0 0.0% Q2 2026 Aug 07, 2026
Goldstone Financial Group, LLC History No change 130,782 3,465 0.32% 0.32% 218 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 129,504 3,431 0.3% 0.3% 219 0 0.0% Q2 2026 Jul 27, 2026
ATLas Financial Planning LLC History No change 129,270 3,425 2.78% 2.78% 220 0 0.0% Q2 2026 Jul 22, 2026
Advyzon Investment Management, LLC History No change 129,025 3,419 0.25% 0.25% 221 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 128,855 3,414 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 29, 2026
Atomic Invest LLC History No change 126,972 3,378 0.3% 0.3% 223 0 0.0% Q2 2026 Sep 25, 2026
NewEdge Advisors, LLC History No change 125,424 3,323 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 12, 2026
BCGM Wealth Management, LLC History No change 124,444 3,297 0.7% 0.7% 225 0 0.0% Q2 2026 Aug 04, 2026
Curran Financial Partners, LLC History No change 123,738 3,279 0.49% 0.49% 226 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 129,481 3,253 0.87% 0.91% 227 -1,908 -1.45% Q3 2026 Oct 02, 2026
K2 Financial Inc. History No change 123,621 3,251 2.29% 2.29% 228 0 0.0% Q2 2026 Jul 21, 2026
Maltin Wealth Management, Inc. History No change 120,991 3,206 1.07% 1.07% 229 0 0.0% Q2 2026 Jul 22, 2026
Baker Ellis Asset Management LLC History No change 120,980 3,205 0.33% 0.33% 230 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 120,699 3,198 0.5% 0.5% 231 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial Strategies, Inc. History No change 120,481 3,192 0.22% 0.22% 232 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Wealth History No change 119,123 3,156 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 118,940 3,151 0.09% 0.09% 234 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 117,238 3,106 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 115,539 3,061 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 114,910 3,045 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 20, 2026
Lord & Richards Wealth Management, LLC History No change 114,213 3,026 2.37% 2.37% 238 0 0.0% Q2 2026 Jul 21, 2026
Flatrock Wealth Partners LLC History No change 110,950 2,940 1.15% 1.15% 239 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 110,536 2,929 0.06% 0.06% 240 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 110,434 2,926 0.1% 0.1% 241 0 0.0% Q2 2026 Jul 31, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 108,855 2,884 0.18% 0.18% 242 0 0.0% Q2 2026 Aug 07, 2026
Eagle Bay Advisors LLC History No change 105,546 2,796 2.09% 2.09% 243 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 104,482 2,776 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Washington Trust Advisors, Inc. History No change 101,696 2,694 0.2% 0.2% 245 0 0.0% Q2 2026 Jul 29, 2026
Resonant Capital Advisors, LLC History No change 101,548 2,691 0.13% 0.13% 246 0 0.0% Q2 2026 Jul 24, 2026
J.W. COLE ADVISORS, INC. History No change 100,817 2,671 0.05% 0.05% 247 0 0.0% Q2 2026 Jul 21, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 99,399 2,634 0.3% 0.3% 248 0 0.0% Q2 2026 Jul 15, 2026
White Lighthouse Investment Management Inc. History No change 99,176 2,628 0.33% 0.33% 249 0 0.0% Q2 2026 Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 99,098 2,626 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 11, 2026
Freedom Financial Partners LLC History No change 98,101 2,599 0.85% 0.85% 251 0 0.0% Q2 2026 Aug 06, 2026
Revisor Wealth Management LLC History No change 97,478 2,583 0.62% 0.62% 252 0 0.0% Q2 2026 Jul 21, 2026
VestGen Advisors, LLC History No change 96,302 2,552 0.07% 0.07% 253 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 95,921 2,541 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 95,605 2,533 0.1% 0.1% 255 0 0.0% Q2 2026 Aug 14, 2026
Ridgewood Investments LLC History Added to 99,933 2,511 0.93% 0.4% 256 +59,216 145.43% Q3 2026 Oct 05, 2026
JMG Financial Group, Ltd. History No change 93,648 2,481 0.06% 0.06% 257 0 0.0% Q2 2026 Jul 31, 2026
WASHINGTON TRUST Co History No change 93,283 2,472 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 03, 2026
NORTHERN TRUST CORP History No change 92,688 2,456 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 92,062 2,439 1.51% 1.51% 260 0 0.0% Q2 2026 Jul 14, 2026
SEEDS INVESTOR LLC History No change 91,679 2,429 0.25% 0.25% 261 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 90,808 2,406 0.15% 0.15% 262 0 0.0% Q2 2026 Aug 17, 2026
Comprehensive Money Management Services LLC History No change 90,456 2,397 1.51% 1.51% 263 0 0.0% Q2 2026 Aug 14, 2026
Aletheian Wealth Advisors LLC History No change 90,263 2,391 1.02% 1.02% 264 0 0.0% Q2 2026 Jul 08, 2026
Simplicity Wealth,LLC History No change 88,991 2,358 0.08% 0.08% 265 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 85,190 2,257 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 85,146 2,256 0.14% 0.14% 267 0 0.0% Q2 2026 Aug 07, 2026
PFC CAPITAL GROUP, INC. History No change 84,954 2,251 0.87% 0.87% 268 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIENT ADVISORS LLC History No change 84,803 2,247 0.32% 0.32% 269 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 84,548 2,240 0.25% 0.25% 270 0 0.0% Q2 2026 Jul 31, 2026
IFC & Insurance Marketing, Inc. History No change 84,565 2,240 1.97% 1.97% 271 0 0.0% Q2 2026 Jul 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 82,426 2,184 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 14, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 81,181 2,169 0.77% 0.77% 273 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 87,361 2,154 1.61% 1.61% 274 0 0.0% Q2 2026 Jul 30, 2026
Veracity Capital LLC History No change 81,100 2,149 0.58% 0.58% 275 0 0.0% Q2 2026 Jul 10, 2026
Arcataur Capital Management LLC History No change 80,942 2,144 0.53% 0.53% 276 0 0.0% Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History No change 80,845 2,142 0.04% 0.04% 277 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 80,153 2,124 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Tailwinds Wealth, LLC History No change 78,969 2,092 1.24% 1.24% 279 0 0.0% Q2 2026 Jul 13, 2026
United Advisor Group, LLC History No change 78,609 2,083 0.22% 0.22% 280 0 0.0% Q2 2026 Jul 29, 2026
Econ Financial Services Corp History No change 77,125 2,043 0.95% 0.95% 281 0 0.0% Q2 2026 Jul 23, 2026
Valpey Financial Services, LLC History No change 76,217 2,019 1.2% 1.2% 282 0 0.0% Q2 2026 Aug 11, 2026
McLean Asset Management Corp History No change 77,362 2,018 0.27% 0.27% 283 0 0.0% Q2 2026 Aug 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 75,838 2,009 0.16% 0.16% 284 0 0.0% Q2 2026 Jul 16, 2026
Dynamic Advisor Solutions LLC History No change 74,508 1,974 0.06% 0.06% 285 0 0.0% Q2 2026 Jul 07, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 73,860 1,957 0.34% 0.34% 286 0 0.0% Q2 2026 Aug 10, 2026
Archvest Wealth Advisors, Inc. History No change 73,790 1,955 1.13% 1.13% 287 0 0.0% Q2 2026 Jul 27, 2026
Financial Freedom, LLC History No change 73,385 1,944 0.89% 0.89% 288 0 0.0% Q2 2026 Aug 05, 2026
SeaCrest Wealth Management, LLC History No change 73,046 1,935 0.21% 0.21% 289 0 0.0% Q2 2026 Jul 09, 2026
BIRCH FINANCIAL GROUP, LLC History No change 72,847 1,930 0.99% 0.99% 290 0 0.0% Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 72,790 1,928 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 18, 2026
Physician Wealth Solutions Inc. History No change 72,007 1,908 0.72% 0.72% 292 0 0.0% Q2 2026 Jul 13, 2026
Pathstone Holdings, LLC History No change 71,931 1,906 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
Veratis Advisors, Inc. History No change 70,531 1,869 1.32% 1.32% 294 0 0.0% Q2 2026 Aug 13, 2026
Passive Capital Management, LLC. History No change 68,868 1,824 0.57% 0.57% 295 0 0.0% Q2 2026 Aug 10, 2026
Ethos Financial Group, LLC History No change 68,895 1,814 0.12% 0.12% 296 0 0.0% Q2 2026 Aug 07, 2026
Braun-Bostich & Associates Inc. History No change 67,772 1,795 1.0% 1.0% 297 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Investment Management History No change 66,492 1,762 0.6% 0.6% 298 0 0.0% Q2 2026 Aug 06, 2026
Bauman Advisory Group, LLC History No change 65,870 1,745 0.92% 0.92% 299 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 64,977 1,721 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 29, 2026
American Trust Investment Advisors, LLC History No change 64,825 1,717 0.85% 0.85% 301 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 63,987 1,695 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
Hyposwiss Advisors SA History No change 63,736 1,689 1.6% 1.6% 303 0 0.0% Q2 2026 Jul 21, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 63,020 1,670 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 63,027 1,670 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
Fischer Financial Services, Inc. History No change 62,235 1,649 0.41% 0.41% 306 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 61,823 1,638 0.05% 0.05% 307 0 0.0% Q2 2026 Aug 11, 2026
Austin Wealth Management, LLC History No change 60,984 1,601 0.34% 0.34% 308 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 60,370 1,599 0.21% 0.21% 309 0 0.0% Q2 2026 Aug 05, 2026
SigFig Wealth Management, LLC History Reduced 63,224 1,588 0.04% 0.04% 310 -71 -0.11% Q3 2026 Oct 07, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 59,649 1,580 0.21% 0.21% 311 0 0.0% Q2 2026 Jul 20, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 59,279 1,570 0.09% 0.09% 312 0 0.0% Q2 2026 Aug 03, 2026
Betterment LLC History No change 57,364 1,520 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 57,130 1,514 1.0% 1.0% 314 0 0.0% Q2 2026 Jul 10, 2026
Cushing Capital Partners, LLC History No change 57,166 1,514 1.04% 1.04% 315 0 0.0% Q2 2026 Jul 29, 2026
Blue Fin Capital, Inc. History No change 56,699 1,502 0.22% 0.22% 316 0 0.0% Q2 2026 Aug 04, 2026
a16z Perennial Management, L.P. History No change 56,000 1,484 0.12% 0.12% 317 0 0.0% Q2 2026 Jul 24, 2026
Accelerate Investment Advisors LLC History No change 53,387 1,414 0.81% 0.81% 318 0 0.0% Q2 2026 Aug 12, 2026
SWS Partners History No change 53,146 1,408 0.3% 0.3% 319 0 0.0% Q2 2026 Aug 03, 2026
Soltis Investment Advisors LLC History No change 51,917 1,375 0.08% 0.08% 320 0 0.0% Q2 2026 Jul 31, 2026
Strategic Financial Planning, Inc. History No change 51,734 1,370 0.72% 0.72% 321 0 0.0% Q2 2026 Aug 14, 2026
SGL Investment Advisors, Inc. History No change 51,824 1,342 0.46% 0.46% 322 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 50,046 1,326 0.23% 0.23% 323 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 49,929 1,323 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 49,549 1,313 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 17, 2026
Advisory Services Network, LLC History No change 49,057 1,300 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 12, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 49,090 1,300 0.33% 0.33% 327 0 0.0% Q2 2026 Jul 15, 2026
Horizons Wealth Management History New 51,497 1,294 0.81% — 328 +51,497 New Q3 2026 Oct 05, 2026
Pine Haven Investment Counsel, Inc History No change 47,757 1,265 0.85% 0.85% 329 0 0.0% Q2 2026 Jul 08, 2026
TrueWealth Advisors, LLC History No change 47,262 1,252 0.28% 0.28% 330 0 0.0% Q2 2026 Jul 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 46,612 1,235 0.06% 0.06% 331 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 46,203 1,224 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 45,977 1,218 0.03% 0.03% 333 0 0.0% Q2 2026 Aug 12, 2026
Bigelow Investment Advisors, LLC History No change 45,229 1,198 0.43% 0.43% 334 0 0.0% Q2 2026 Jul 30, 2026
Galvin, Gaustad & Stein, LLC History No change 45,154 1,196 0.09% 0.09% 335 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA SECURITIES, LLC History No change 44,895 1,189 0.1% 0.1% 336 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 44,848 1,188 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 06, 2026
L.K. Benson & Company, P.C. History No change 44,662 1,183 0.36% 0.36% 338 0 0.0% Q2 2026 Jul 24, 2026
M. Kulyk & Associates, LLC History No change 43,797 1,160 0.19% 0.19% 339 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 43,341 1,148 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 42,840 1,135 0.02% 0.02% 341 0 0.0% Q2 2026 Jul 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 41,430 1,097 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 17, 2026
Leeward Financial Partners, LLC History No change 41,380 1,096 0.29% 0.29% 343 0 0.0% Q2 2026 Aug 06, 2026
Roundview Capital LLC History No change 41,238 1,092 0.06% 0.06% 344 0 0.0% Q2 2026 Jul 30, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 40,351 1,069 0.09% 0.09% 345 0 0.0% Q2 2026 Aug 14, 2026
Smith Partners Wealth Management, LLC History No change 40,148 1,063 0.85% 0.85% 346 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 40,003 1,060 0.0% 0.0% 347 0 0.0% Q2 2026 Sep 02, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 39,938 1,058 0.06% 0.06% 348 0 0.0% Q2 2026 Aug 14, 2026
Stockman Wealth Management, Inc. History No change 39,715 1,052 0.11% 0.11% 349 0 0.0% Q2 2026 Aug 11, 2026
LCNB CORP History No change 39,362 1,043 0.32% 0.32% 350 0 0.0% Q2 2026 Aug 10, 2026
Bakala Capital LLC History No change 39,247 1,040 4.56% 4.56% 351 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 38,425 1,018 0.03% 0.03% 352 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Concepts, LLC History No change 38,288 1,014 0.3% 0.3% 353 0 0.0% Q2 2026 Jul 27, 2026
Coppell Advisory Solutions LLC History No change 2,593 1,005 0.08% 0.08% 354 0 0.0% Q2 2026 Aug 14, 2026
Western Reserve Capital Management, LLC History No change 37,668 998 0.74% 0.74% 355 0 0.0% Q2 2026 Jul 21, 2026
Lansing Street Advisors History No change 37,588 996 0.21% 0.21% 356 0 0.0% Q2 2026 Jul 24, 2026
Hamrick Investment Counsel, llc History No change 37,556 995 0.66% 0.66% 357 0 0.0% Q2 2026 Aug 13, 2026
PINKERTON WEALTH, LLC History No change 36,668 975 0.08% 0.08% 358 0 0.0% Q2 2026 Jul 30, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 36,667 971 1.51% 1.51% 359 0 0.0% Q2 2026 Aug 11, 2026
Sherman Asset Management, Inc. History No change 35,803 948 0.74% 0.74% 360 0 0.0% Q2 2026 Aug 05, 2026
CAHILL FINANCIAL ADVISORS INC History No change 35,685 945 0.09% 0.09% 361 0 0.0% Q2 2026 Aug 11, 2026
Kingdom Financial Group LLC. History No change 35,038 928 0.24% 0.24% 362 0 0.0% Q2 2026 Aug 07, 2026
True Freedom Investing, LLC History No change 34,649 922 0.07% 0.07% 363 0 0.0% Q2 2026 Aug 12, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 34,557 915 0.6% 0.6% 364 0 0.0% Q2 2026 Jul 28, 2026
Mount Lucas Management LP History No change 34,456 913 0.33% 0.33% 365 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 34,399 911 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 34,933 909 0.02% 0.02% 367 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 34,933 909 0.02% 0.02% 368 0 0.0% Q2 2026 Jul 29, 2026
OMNI 360 Wealth, Inc. History No change 34,046 902 0.42% 0.42% 369 0 0.0% Q2 2026 Jul 13, 2026
Brookstone Capital Management History No change 33,851 897 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 15, 2026
Nuveen, LLC History No change 33,165 878 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 11, 2026
Nalls Sherbakoff Group, LLC History No change 33,096 877 0.62% 0.62% 372 0 0.0% Q2 2026 Aug 17, 2026
UMB Bank, n.a. History No change 32,919 872 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 32,637 864 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 32,383 861 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 12, 2026
Citizens National Bank Trust Department History No change 32,344 857 0.13% 0.13% 376 0 0.0% Q2 2026 Jul 22, 2026
Friedenthal Financial History No change 31,527 835 0.39% 0.39% 377 0 0.0% Q2 2026 Jul 13, 2026
Skyline Advisors, Inc. History No change 31,528 835 0.26% 0.26% 378 0 0.0% Q2 2026 Jul 20, 2026
&PARTNERS History No change 31,312 829 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 31,065 823 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 29, 2026
Pacific Capital Wealth Advisors, Inc. History No change 31,058 823 0.12% 0.12% 381 0 0.0% Q2 2026 Jul 09, 2026
GRANVILLE CAPITAL, INC. History No change 30,889 818 0.37% 0.37% 382 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 30,710 816 0.04% 0.04% 383 0 0.0% Q2 2026 Jul 14, 2026
IFP Advisors, Inc History No change 30,670 812 0.01% 0.01% 384 0 0.0% Q2 2026 Jul 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 30,542 809 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 30,432 806 0.03% 0.03% 386 0 0.0% Q2 2026 Jul 15, 2026
Traub Capital Management LLC History No change 30,261 801 0.71% 0.71% 387 0 0.0% Q2 2026 Jul 23, 2026
LongView Wealth Management History No change 30,204 800 0.21% 0.21% 388 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 30,087 797 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 29,678 786 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 30, 2026
Center For Asset Management LLC History No change 29,614 784 0.35% 0.35% 391 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 29,550 783 0.05% 0.05% 392 0 0.0% Q2 2026 Jul 23, 2026
Freestone Capital Holdings, LLC History No change 29,512 782 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 31, 2026
American Financial Advisors, LLC History No change 29,528 782 0.09% 0.09% 394 0 0.0% Q2 2026 Jul 14, 2026
Arta Finance Wealth Management LLC History No change 29,783 782 0.33% 0.33% 395 0 0.0% Q2 2026 Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 29,450 780 0.52% 0.52% 396 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 28,943 766 0.03% 0.03% 397 0 0.0% Q2 2026 Aug 06, 2026
Asset Allocation Strategies LLC History No change 28,878 765 0.12% 0.12% 398 0 0.0% Q2 2026 Aug 17, 2026
Essential Partners LLC History No change 28,862 764 0.35% 0.35% 399 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 28,638 758 0.03% 0.03% 400 0 0.0% Q2 2026 Jul 23, 2026
Opus Financial Solutions LLC History No change 28,236 748 0.6% 0.6% 401 0 0.0% Q2 2026 Jul 24, 2026
Fairlight Advisors History No change 28,241 748 0.61% 0.61% 402 0 0.0% Q2 2026 Jul 24, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 28,000 742 0.34% 0.34% 403 0 0.0% Q2 2026 Aug 13, 2026
Prudent Man Advisors, LLC History No change 27,971 741 0.17% 0.17% 404 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 27,744 735 0.05% 0.05% 405 0 0.0% Q2 2026 Aug 12, 2026
VISTA CAPITAL PARTNERS, INC. History No change 26,611 705 0.06% 0.06% 406 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 26,258 695 0.18% 0.18% 407 0 0.0% Q2 2026 Jul 28, 2026
Joseph P. Lucia & Associates, LLC History No change 25,974 688 0.21% 0.21% 408 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 25,929 687 0.05% 0.05% 409 0 0.0% Q2 2026 Sep 15, 2026
Wealth Forward, LLC History No change 25,936 687 0.34% 0.34% 410 0 0.0% Q2 2026 Jul 29, 2026
Wealth Enhancement Trust Services, Inc. History Added to 27,257 684 0.07% 0.03% 411 +17,129 169.13% Q3 2026 Oct 07, 2026
Plum Street Advisors, LLC History No change 25,835 684 0.22% 0.22% 412 0 0.0% Q2 2026 Aug 13, 2026
Hayek Kallen Investment Management History No change 25,671 680 0.21% 0.21% 413 0 0.0% Q2 2026 Aug 17, 2026
49 WEALTH MANAGEMENT, LLC History No change 25,677 680 0.13% 0.13% 414 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 25,677 680 0.13% 0.13% 415 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 25,475 675 0.03% 0.03% 416 0 0.0% Q2 2026 Jul 23, 2026
VIAWEALTH, LLC History No change 25,473 675 0.34% 0.34% 417 0 0.0% Q2 2026 Aug 11, 2026
Rinkey Investments History No change 25,252 669 0.16% 0.16% 418 0 0.0% Q2 2026 Jul 20, 2026
Fortis Capital Management LLC History No change 24,703 654 0.07% 0.07% 419 0 0.0% Q2 2026 Aug 12, 2026
MYECFO, LLC History No change 24,668 653 0.25% 0.25% 420 0 0.0% Q2 2026 Aug 10, 2026
Bragg Financial Advisors, Inc History No change 24,621 652 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 24,557 650 0.0% 0.0% 422 0 0.0% Q2 2026 Sep 23, 2026
Plancorp, LLC History No change 24,714 647 0.02% 0.02% 423 0 0.0% Q2 2026 Jul 14, 2026
Gambit Capital Management, LLC History No change 24,036 636 0.37% 0.37% 424 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 23,255 616 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Advisors Inc. History No change 23,241 615 0.11% 0.11% 426 0 0.0% Q2 2026 Jul 16, 2026
Integrity Advisory Solutions, LLC History No change 23,141 613 0.06% 0.06% 427 0 0.0% Q2 2026 Jul 31, 2026
DMC Group, LLC History No change 23,062 611 0.42% 0.42% 428 0 0.0% Q2 2026 Jul 28, 2026
Prossimo Advisors, LLC History No change 23,000 609 3.51% 3.51% 429 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 22,966 608 0.07% 0.07% 430 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 22,937 607 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 07, 2026
Octavia Wealth Advisors, LLC History No change 22,934 607 0.05% 0.05% 432 0 0.0% Q2 2026 Jul 14, 2026
JMN Financial LLC History No change 22,575 598 0.47% 0.47% 433 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 22,411 593 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
Laraway Financial Advisors Inc History No change 22,245 589 0.36% 0.36% 435 0 0.0% Q2 2026 Aug 03, 2026
RESOLUTE CAPITAL, LLC History No change 21,721 575 0.2% 0.2% 436 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 21,690 574 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 21,440 568 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 27, 2026
WT Wealth Management History No change 21,379 566 0.16% 0.16% 439 0 0.0% Q2 2026 Jul 22, 2026
Shearwater Capital LLC History No change 21,290 564 0.27% 0.27% 440 0 0.0% Q2 2026 Jul 08, 2026
Brand Asset Management Group, Inc. History No change 21,096 559 0.12% 0.12% 441 0 0.0% Q2 2026 Aug 12, 2026
Stewardship Advisors, LLC History No change 20,921 554 0.12% 0.12% 442 0 0.0% Q2 2026 Jul 20, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 20,865 552 0.04% 0.04% 443 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History No change 20,812 552 0.32% 0.32% 444 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 20,784 550 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 20,769 550 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 11, 2026
Gradient Capital Advisors, LLC History No change 20,727 549 0.13% 0.13% 447 0 0.0% Q2 2026 Jul 13, 2026
Ares Financial Consulting, LLC History No change 20,654 547 0.39% 0.39% 448 0 0.0% Q2 2026 Jul 09, 2026
Corient Private Wealth LP History No change 20,387 540 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 20,330 538 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 14, 2026
Graetz Wealth LLC History No change 19,963 529 0.42% 0.42% 451 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 19,795 524 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 13, 2026
Cassady Wealth & Retirement Planning, LLC History No change 19,708 522 0.24% 0.24% 453 0 0.0% Q2 2026 Jul 24, 2026
Coastwise Capital Group, LLC History No change 19,488 516 0.3% 0.3% 454 0 0.0% Q2 2026 Jul 16, 2026
HOWARD BAILEY SECURITIES, LLC History No change 19,498 516 0.19% 0.19% 455 0 0.0% Q2 2026 Aug 10, 2026
Moors & Cabot, Inc. History No change 19,382 513 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 19,257 510 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 14, 2026
Mason & Associates Inc History No change 19,241 509 0.08% 0.08% 458 0 0.0% Q2 2026 Jul 23, 2026
Key Capital Management, INC History No change 19,121 506 0.26% 0.26% 459 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 19,061 505 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 20, 2026
Boomfish Wealth Group, LLC History No change 18,826 498 0.23% 0.23% 461 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY TRUST CO History No change 18,723 496 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 18,723 496 0.03% 0.03% 463 0 0.0% Q2 2026 Jul 15, 2026
MCDONALD PARTNERS LLC History No change 18,676 494 0.12% 0.12% 464 0 0.0% Q2 2026 Jul 28, 2026
Kroeger Financial Partners History No change 18,554 491 0.47% 0.47% 465 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History No change 18,675 490 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 08, 2026
Yoder Wealth Management, Inc. History No change 18,400 487 0.19% 0.19% 467 0 0.0% Q2 2026 Jul 22, 2026
BRIGHTON JONES LLC History No change 18,282 484 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 18,224 484 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 18,273 484 0.02% 0.02% 470 0 0.0% Q2 2026 Jul 28, 2026
Oder Investment Management, LLC History No change 17,968 476 0.32% 0.32% 471 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 17,937 475 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 27, 2026
LifeWealth Investments, LLC History No change 17,889 474 0.13% 0.13% 473 0 0.0% Q2 2026 Jul 16, 2026
BARRETT & COMPANY, INC. History No change 17,882 473 0.13% 0.13% 474 0 0.0% Q2 2026 Jul 24, 2026
Latitude Advisors, LLC History No change 17,813 472 0.19% 0.19% 475 0 0.0% Q2 2026 Jul 27, 2026
WEALTHGARDEN F.S. LLC History No change 17,656 467 0.26% 0.26% 476 0 0.0% Q2 2026 Jul 31, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 17,546 464 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 13, 2026
Farrell Financial LLC History No change 17,327 459 0.25% 0.25% 478 0 0.0% Q2 2026 Jul 10, 2026
Lynx Investment Advisory History No change 17,288 458 0.15% 0.15% 479 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 17,259 457 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 07, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 13,074 455 0.11% 0.11% 481 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 16,996 450 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 04, 2026
Walkner Condon Financial Advisors LLC History No change 17,015 450 0.05% 0.05% 483 0 0.0% Q2 2026 Jul 27, 2026
Aspetuck Financial Management LLC History No change 16,850 446 0.26% 0.26% 484 0 0.0% Q2 2026 Aug 11, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 16,530 438 0.15% 0.15% 485 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 16,313 432 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 16,011 424 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 16,007 424 0.02% 0.02% 488 0 0.0% Q2 2026 Aug 11, 2026
Rakuten Investment Management, Inc. History No change 15,853 421 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 17, 2026
Guardian Financial Partners, LLC History No change 15,881 420 0.16% 0.16% 490 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 15,850 420 0.03% 0.03% 491 0 0.0% Q2 2026 Aug 04, 2026
Liberty Capital Management, Inc. History No change 15,752 417 0.07% 0.07% 492 0 0.0% Q2 2026 Jul 17, 2026
SHP Wealth Management History No change 15,722 416 0.03% 0.03% 493 0 0.0% Q2 2026 Aug 11, 2026
North Forty Two & Co. History No change 15,582 412 0.35% 0.35% 494 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 15,375 407 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 29, 2026
Kondo Wealth Advisors, Inc. History No change 15,356 406 0.14% 0.14% 496 0 0.0% Q2 2026 Jul 21, 2026
Affinity Capital Advisors, LLC History No change 15,345 403 0.05% 0.05% 497 0 0.0% Q2 2026 Jul 08, 2026
Downshift Financial, LLC History No change 15,174 402 0.18% 0.18% 498 0 0.0% Q2 2026 Aug 12, 2026
RED REEF ADVISORS LLC History No change 15,195 402 0.37% 0.37% 499 0 0.0% Q2 2026 Jul 23, 2026
Geometric Wealth Advisors History No change 15,041 398 0.04% 0.04% 500 0 0.0% Q2 2026 Aug 11, 2026
KWMG, LLC History Reduced 15,404 387 0.03% 0.03% 501 -9 -0.06% Q3 2026 Oct 07, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 14,906 386 0.13% 0.13% 502 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 14,472 383 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 29, 2026
Montgomery Financial Services LLC History No change 14,476 383 0.33% 0.33% 504 0 0.0% Q2 2026 Aug 12, 2026
PETRA FINANCIAL ADVISORS INC History No change 14,267 378 0.18% 0.18% 505 0 0.0% Q2 2026 Jul 24, 2026
SURIENCE PRIVATE WEALTH LLC History No change 14,261 377 0.33% 0.33% 506 0 0.0% Q2 2026 Jul 24, 2026
NorthCrest Asset Manangement, LLC History No change 14,173 371 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 15, 2026
LifeGoal Investments, LLC History No change 13,926 369 0.17% 0.17% 508 0 0.0% Q2 2026 Jul 08, 2026
Inlight Wealth Management, LLC History No change 13,780 365 0.12% 0.12% 509 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 13,604 360 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 13,556 359 0.02% 0.02% 511 0 0.0% Q2 2026 Jul 29, 2026
ENTREWEALTH, LLC History No change 13,478 349 0.13% 0.13% 512 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 13,096 347 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 12,989 344 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 13,006 344 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 14, 2026
AIRE ADVISORS, LLC History No change 12,960 343 0.06% 0.06% 516 0 0.0% Q2 2026 Aug 14, 2026
WJ Financial Advisors LLC History No change 12,915 342 0.25% 0.25% 517 0 0.0% Q2 2026 Aug 13, 2026
CURIO WEALTH, LLC History No change 12,877 341 0.11% 0.11% 518 0 0.0% Q2 2026 Aug 07, 2026
Stash Investments, LLC History No change 12,829 339 0.11% 0.11% 519 0 0.0% Q2 2026 Jul 29, 2026
IVC Wealth Advisors LLC History No change 12,720 337 0.13% 0.13% 520 0 0.0% Q2 2026 Jul 14, 2026
Blume Capital Management, Inc. History No change 12,500 331 0.05% 0.05% 521 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History No change 12,465 330 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 06, 2026
Hippocratic Financial Advisors, LLC History No change 12,376 327 0.12% 0.12% 523 0 0.0% Q2 2026 Aug 03, 2026
Hexagon Capital Partners LLC History No change 12,327 326 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 06, 2026
SRH ADVISORS, LLC History No change 12,300 325 0.08% 0.08% 525 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 12,198 323 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 14, 2026
Avant Financial Advisors LLC History No change 12,123 321 0.2% 0.2% 527 0 0.0% Q2 2026 Jul 09, 2026
Tempus Wealth Planning, LLC History No change 12,076 320 0.06% 0.06% 528 0 0.0% Q2 2026 Jul 22, 2026
Murphy & Mullick Capital Management Corp History No change 12,080 320 0.2% 0.2% 529 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 12,056 319 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 03, 2026
GREENLEAF TRUST History No change 12,000 318 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 21, 2026
Schiavi & Co LLC History No change 12,015 318 0.08% 0.08% 532 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 12,130 318 0.07% 0.07% 533 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 12,031 315 0.03% 0.03% 534 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 11,854 314 0.03% 0.03% 535 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 11,817 313 0.0% 0.0% 536 0 0.0% Q2 2026 Jul 22, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 12,344 310 0.03% 0.03% 537 +60 0.49% Q3 2026 Oct 07, 2026
International Private Wealth Advisors LLC History No change 11,701 310 0.16% 0.16% 538 0 0.0% Q2 2026 Aug 07, 2026
CWC Advisors, LLC. History No change 11,590 307 0.14% 0.14% 539 0 0.0% Q2 2026 Jul 21, 2026
COUNTRY TRUST BANK History No change 11,559 306 0.01% 0.01% 540 0 0.0% Q2 2026 Jul 15, 2026
NATIXIS ADVISORS, LLC History No change 11,525 305 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 11,547 305 0.02% 0.02% 542 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 11,401 302 0.06% 0.06% 543 0 0.0% Q2 2026 Aug 04, 2026
RWA WEALTH PARTNERS, LLC History No change 11,357 300 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 07, 2026
Kesler, Norman & Wride, LLC History No change 11,350 300 0.05% 0.05% 545 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 11,279 298 0.02% 0.02% 546 0 0.0% Q2 2026 Jul 29, 2026
Facet Wealth, Inc. History No change 11,213 297 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 11,219 297 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 04, 2026
WFA of San Diego, LLC History No change 11,404 296 0.24% 0.24% 549 0 0.0% Q2 2026 Aug 14, 2026
Carter Financial Group, INC. History No change 11,102 294 0.15% 0.15% 550 0 0.0% Q2 2026 Jul 30, 2026
Maridea Wealth Management LLC History No change 10,920 289 0.03% 0.03% 551 0 0.0% Q2 2026 Aug 06, 2026
Mason Investment Advisory Services, Inc. History No change 10,870 288 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 13, 2026
Opal Wealth Advisors, LLC History No change 10,828 286 0.06% 0.06% 553 0 0.0% Q2 2026 Jul 20, 2026
Inman Jager Wealth Management, LLC History No change 10,807 286 0.15% 0.15% 554 0 0.0% Q2 2026 Aug 07, 2026
Brewster Financial Planning LLC History No change 10,492 278 0.15% 0.15% 555 0 0.0% Q2 2026 Jul 14, 2026
Spire Wealth Management History No change 10,460 277 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 15, 2026
Evolution Advisers, Inc. History No change 10,474 277 0.1% 0.1% 557 0 0.0% Q2 2026 Jul 31, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 10,405 275 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 10,383 275 0.04% 0.04% 559 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 10,306 273 0.03% 0.03% 560 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 10,229 271 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 10,222 270 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 10,178 270 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History No change 10,226 270 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 12, 2026
Hardin Capital Partners, LLC History No change 10,195 270 0.13% 0.13% 565 0 0.0% Q2 2026 Jul 07, 2026
Parkside Financial Bank & Trust History No change 10,146 268 0.02% 0.02% 566 0 0.0% Q2 2026 Sep 04, 2026
VPR Management LLC History No change 10,000 265 0.11% 0.11% 567 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 9,888 262 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 06, 2026
Sensible Money, LLC History No change 9,897 262 0.07% 0.07% 569 0 0.0% Q2 2026 Jul 30, 2026
MGO ONE SEVEN LLC History No change 9,871 261 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 31, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 9,840 260 0.04% 0.04% 571 0 0.0% Q2 2026 Jul 23, 2026
Powell Investment Advisors, LLC History No change 9,817 260 0.08% 0.08% 572 0 0.0% Q2 2026 Jul 28, 2026
CreativeOne Wealth, LLC History No change 9,742 258 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 13, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 9,706 257 0.06% 0.06% 574 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 9,584 253 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 9,522 252 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 21, 2026
Independent Wealth Network Inc. History No change 9,488 251 0.06% 0.06% 577 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 9,416 250 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 9,386 248 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 9,265 245 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 12, 2026
Alhambra Investment Management LLC History No change 9,282 245 0.11% 0.11% 581 0 0.0% Q2 2026 Jul 16, 2026
Lifeworks Advisors, LLC History No change 9,270 245 0.03% 0.03% 582 0 0.0% Q2 2026 Aug 14, 2026
Sound Stewardship, LLC History No change 9,245 244 0.1% 0.1% 583 0 0.0% Q2 2026 Jul 13, 2026
Koshinski Asset Management, Inc. History No change 9,202 243 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 27, 2026
PW Nova Financial Services LLC History No change 9,131 241 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 29, 2026
Fruth Investment Management History No change 9,000 238 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 10, 2026
HRT FINANCIAL LP History No change 8,927 236 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 8,850 234 0.03% 0.03% 588 0 0.0% Q2 2026 Aug 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 8,709 230 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 23, 2026
Trust Point Inc. History No change 8,651 229 0.02% 0.02% 590 0 0.0% Q2 2026 Jul 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,625 228 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 8,640 228 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 8,604 227 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 06, 2026
Trademark Financial Management, LLC History No change 8,531 226 0.09% 0.09% 594 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Management Investment Advisory, Inc. History No change 8,505 225 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 29, 2026
93 Financial Group, LLC History No change 8,390 222 0.09% 0.09% 596 0 0.0% Q2 2026 Jul 29, 2026
Goodwin Investment Advisory History No change 8,340 221 0.45% 0.45% 597 0 0.0% Q2 2026 Aug 19, 2026
Mayflower Financial Advisors, LLC History No change 8,357 221 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 09, 2026
Avidian Wealth Enterprises, LLC History No change 8,302 220 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 24, 2026
GeoWealth Management, LLC History No change 8,324 220 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 30, 2026
Greenfield Seitz Capital Management, LLC History No change 8,302 220 0.07% 0.07% 601 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History No change 8,351 219 0.01% 0.01% 602 0 0.0% Q2 2026 Jul 13, 2026
Brooklyn FI, LLC History No change 8,388 219 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 04, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 8,213 217 0.1% 0.1% 604 0 0.0% Q2 2026 Aug 18, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 8,200 217 0.09% 0.09% 605 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 8,118 215 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 16, 2026
Strategic Investment Advisors / MI History No change 8,136 215 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 8,093 214 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 17, 2026
Claro Advisors Inc. History No change 8,040 213 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 30, 2026
Berger Financial Group, Inc History No change 7,944 210 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 04, 2026
Atlas Wealth Partners, LLC History No change 7,950 210 0.23% 0.23% 611 0 0.0% Q2 2026 Jul 27, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 7,894 209 0.06% 0.06% 612 0 0.0% Q2 2026 Jul 22, 2026
Aspire Capital Advisors LLC History No change 7,797 206 0.04% 0.04% 613 0 0.0% Q2 2026 Aug 05, 2026
Jacobs Equity LLC History No change 7,800 206 0.14% 0.14% 614 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 7,710 204 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 11, 2026
RCS Financial Planning, LLC History No change 7,601 201 0.1% 0.1% 616 0 0.0% Q2 2026 Jul 22, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 7,568 200 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 7,389 195 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 7,104 188 0.11% 0.11% 619 0 0.0% Q2 2026 Aug 10, 2026
BALLAST ADVISORS LLC History No change 6,976 184 0.04% 0.04% 620 0 0.0% Q2 2026 Aug 12, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 6,903 182 0.11% 0.11% 621 0 0.0% Q2 2026 Jul 21, 2026
ATLAS CAPITAL ADVISORS INC. History No change 6,797 180 0.02% 0.02% 622 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,537 173 0.05% 0.05% 623 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Planning Group LLC History No change 6,376 166 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 6,152 163 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History No change 6,157 163 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 10, 2026
WPG Advisers, LLC History No change 5,719 151 0.09% 0.09% 627 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 5,648 149 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 22, 2026
AlphaCentric Advisors LLC History No change 5,157 136 0.12% 0.12% 629 0 0.0% Q2 2026 Jul 24, 2026
Raleigh Capital Management Inc. History No change 4,940 130 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 21, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 4,796 127 0.1% 0.1% 631 0 0.0% Q2 2026 Aug 04, 2026
CITY HOLDING CO History No change 4,600 121 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,364 115 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 4,258 112 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 4,213 111 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 4,143 109 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 4,000 106 0.06% 0.06% 637 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 3,914 104 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 3,935 104 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 3,825 101 0.07% 0.07% 640 0 0.0% Q2 2026 Jul 28, 2026
FIRST HORIZON CORP History No change 3,766 99 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 3,756 99 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 3,650 96 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 06, 2026
BIRCHBROOK, INC. History No change 3,632 96 0.05% 0.05% 644 0 0.0% Q2 2026 Jul 08, 2026
Silver Grove Financial Group, Inc. History No change 3,576 94 0.05% 0.05% 645 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 3,425 90 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 3,420 90 0.01% 0.01% 647 0 0.0% Q2 2026 Jul 20, 2026
Caitlin John, LLC History No change 3,330 88 0.05% 0.05% 648 0 0.0% Q2 2026 Aug 17, 2026
HOWE & RUSLING INC History No change 2,974 78 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 2,871 76 0.06% 0.06% 650 0 0.0% Q2 2026 Aug 11, 2026
Ellevest, Inc. History No change 40,115 75 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 2,773 73 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 06, 2026
Cordant, Inc. History No change 2,732 72 0.03% 0.03% 653 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 2,717 72 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 2,698 71 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 11, 2026
Pacifica Partners Inc. History No change 2,665 70 0.02% 0.02% 656 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO History No change 2,572 67 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 27, 2026
Glen Eagle Advisors, LLC History No change 2,407 63 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 2,402 62 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 2,212 58 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,200 58 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 16, 2026
Blue Trust, Inc. History No change 2,205 58 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 21, 2026
Quest 10 Wealth Builders, Inc. History No change 2,217 58 0.05% 0.05% 663 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 2,110 55 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 23, 2026
Lloyd Advisory Services, LLC. History No change 2,044 54 0.02% 0.02% 665 0 0.0% Q2 2026 Aug 07, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 2,072 54 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 11, 2026
Oakmont Advisory Group, LLC History No change 1,963 52 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 03, 2026
Pflug Koory, LLC History No change 1,960 51 0.02% 0.02% 668 0 0.0% Q2 2026 Jul 21, 2026
Principia Wealth Advisory, LLC History No change 1,950 51 0.03% 0.03% 669 0 0.0% Q2 2026 Aug 26, 2026
Kilter Group LLC History No change 1,939 51 0.02% 0.02% 670 0 0.0% Q2 2026 Aug 11, 2026
LGT Financial Advisors LLC History No change 1,887 50 0.26% 0.26% 671 0 0.0% Q2 2026 Jul 24, 2026
Seneschal Advisors, LLC History No change 1,904 50 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 1,900 50 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 07, 2026
Bank of New Hampshire History No change 1,902 47 0.01% 0.01% 674 0 0.0% Q3 2026 Oct 06, 2026
Investors Research Corp History No change 1,816 45 0.01% 0.01% 675 0 0.0% Q3 2026 Oct 07, 2026
Bullock Wealth Management Group History No change 1,727 45 0.02% 0.02% 676 0 0.0% Q2 2026 Aug 19, 2026
CX Institutional History New 1,753 44 0.0% — 677 +1,753 New Q3 2026 Oct 02, 2026
Synergy Investment Management, LLC History No change 1,614 42 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History No change 1,569 41 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 03, 2026
TOP Private Wealth LLC. History No change 1,447 38 0.04% 0.04% 680 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 1,399 37 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 1,337 35 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 04, 2026
Burk Holdings LLC History No change 1,347 35 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 12, 2026
Bravera Wealth History No change 1,262 33 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 23, 2026
LANARK FINANCIAL, INC. History No change 1,228 32 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,214 32 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,198 31 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 12, 2026
Independence Bank of Kentucky History No change 1,200 31 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,159 30 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,106 29 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 1,098 29 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 05, 2026
Glass Jacobson Investment Advisors llc History No change 1,130 29 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 30, 2026
FRANKLIN RESOURCES INC History No change 1,048 27 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 1,018 26 0.02% 0.02% 694 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Corp History No change 975 25 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMUNITY TRUST NA History No change 982 24 0.01% 0.01% 696 0 0.0% Q3 2026 Oct 07, 2026
SIMPLEX TRADING, LLC History No change 925 24 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History No change 943 24 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 939 24 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 10, 2026
Polaris Financial Partners History New 866 22 0.01% — 700 +866 New Q3 2026 Oct 02, 2026
Sage Mountain Advisors LLC History No change 686 18 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 685 18 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 668 17 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 11, 2026
SITTNER & NELSON, LLC History No change 612 16 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 568 15 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 07, 2026
Ascentis Independent Advisors History No change 591 15 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 04, 2026
Hamilton Point Investment Advisors, LLC History No change 565 14 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 28, 2026
Regatta Research & Money Management History No change 555 14 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 11, 2026
Richard W. Paul & Associates, LLC History No change 514 13 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 10, 2026
ROGCO, LP History No change 496 13 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 30, 2026
PINNEY & SCOFIELD, INC. History No change 521 13 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 07, 2026
S&T BANK/PA History No change 490 12 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 12, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 464 12 0.01% 0.01% 713 0 0.0% Q2 2026 Sep 18, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 468 12 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 22, 2026
PlanVest Financial, Inc History No change 486 12 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 437 11 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 28, 2026
HOEY INVESTMENTS, INC History No change 384 10 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 27, 2026
PFS Partners, LLC History No change 384 10 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 402 10 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
Olistico Wealth, LLC History Reduced 392 9 0.0% 0.01% 725 -158 -28.73% Q3 2026 Oct 05, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 382 9 0.0% 0.0% 723 +6 1.6% Q3 2026 Oct 01, 2026
TOTH FINANCIAL ADVISORY CORP History No change 376 9 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 14, 2026
Tower Research Capital LLC (TRC) History No change 377 9 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 11, 2026
Tradewinds Capital Management, LLC History No change 376 9 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 368 9 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 380 9 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 27, 2026
BlackRock, Inc. History No change 352 9 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 367 9 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 301 8 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Holdings, LLC History No change 308 8 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 12, 2026
TOMPKINS FINANCIAL CORP History No change 286 7 0.0% 0.0% 731 0 0.0% Q3 2026 Oct 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 283 7 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 21, 2026
Harborfront Financial Group LLC History No change 287 7 0.03% 0.03% 733 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 239 6 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 220 5 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 217 5 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 23, 2026
Wagner Wealth Management, LLC History No change 194 5 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 224 5 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 216 5 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 14, 2026
REAP Financial Group, LLC History No change 223 5 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 04, 2026
Topsail Wealth Management, LLC History No change 224 5 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 220 5 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 217 5 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 176 4 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 17, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 182 4 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 169 4 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 06, 2026
CDKV HOLDINGS LLC History No change 162 4 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 30, 2026
Paladin Partners, LLC History No change 186 4 0.0% 0.0% 748 0 0.0% Q3 2026 Oct 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 132 3 0.0% 0.0% 749 0 0.0% Q2 2026 Sep 02, 2026
HUNTINGTON NATIONAL BANK History No change 142 3 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 13, 2026
PITTENGER & ANDERSON INC History No change 121 3 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 138 3 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 123 3 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 145 3 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 10, 2026
Buck Wealth Strategies, LLC History No change 143 3 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 30, 2026
Winthrop Capital Management, LLC History No change 132 3 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
KERR FINANCIAL PLANNING Corp History No change 144 3 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 02, 2026
Networth Advisors, LLC History No change 135 3 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 22, 2026
Timbuktu Capital Management, LLC History No change 150 3 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 79 2 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 92 2 0.0% 0.0% 761 0 0.0% Q2 2026 Jul 28, 2026
Financial Network Wealth Advisors LLC History No change 92 2 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 29, 2026
Graney & King, LLC History No change 102 2 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 07, 2026
Meramec Financial Planners, LLC History No change 80 2 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 28, 2026
Medallion Wealth Advisors, LLC History No change 76 2 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 67 1 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 20, 2026
MATHER GROUP, LLC. History No change 39 1 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 68 1 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 31, 2026
HighMark Wealth Management LLC History No change 38 1 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 12, 2026
WOLFF WIESE MAGANA LLC History No change 68 1 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 69 1 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 13, 2026
True Wealth Design, LLC History No change 42 1 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 16, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 47 1 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 07, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 05, 2026
SYM FINANCIAL Corp History No change 19 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 4 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Financial Management Professionals, Inc. History No change 24 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Triumph Capital Management History No change 18 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
First Pacific Financial History No change 14 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
DHJJ Financial Advisors, Ltd. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Morling Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Talon Private Wealth, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
Bear Mountain Capital, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Mosley Wealth Management History No change 12 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Basepoint Wealth LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisor Network LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026