SCHWAB STRATEGIC TRUST - SCHV

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
Financial Engines Advisors L.L.C. History No change 46,499,260 1,618,639 2.87% 2.87% 1 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 45,024,906 1,567,316 1.38% 1.38% 2 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 12,960,727 451,162 0.11% 0.11% 3 0 0.0% Q2 2026 Sep 23, 2026
Avantax Planning Partners, Inc. History No change 10,212,910 355,511 8.85% 8.85% 4 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 10,099,022 351,546 3.07% 3.07% 5 0 0.0% Q2 2026 Jul 27, 2026
Mariner, LLC History No change 9,144,880 318,329 0.33% 0.33% 6 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 8,912,979 310,270 0.36% 0.36% 7 0 0.0% Q2 2026 Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 7,753,808 269,910 2.02% 2.02% 8 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 6,378,613 208,660 0.61% 0.61% 9 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,291,984 184,213 1.36% 1.36% 10 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 3,917,972 136,384 0.63% 0.63% 11 0 0.0% Q2 2026 Aug 18, 2026
Betterment LLC History No change 3,867,616 134,632 0.23% 0.23% 12 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,727,556 128,190 0.21% 0.21% 13 0 0.0% Q2 2026 Jul 15, 2026
LPL Financial LLC History No change 3,674,944 127,924 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 3,571,303 124,317 0.11% 0.11% 15 0 0.0% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History No change 3,373,480 117,430 7.89% 7.89% 16 0 0.0% Q2 2026 Jul 15, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 3,018,201 105,063 15.01% 15.01% 17 0 0.0% Q2 2026 Jul 23, 2026
Mokosak Advisory Group, LLC History No change 3,013,603 104,904 22.72% 22.72% 18 0 0.0% Q2 2026 Aug 03, 2026
Krilogy Financial LLC History No change 2,880,128 100,257 2.96% 2.96% 19 0 0.0% Q2 2026 Jul 27, 2026
MORGAN STANLEY History No change 2,779,835 96,766 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 2,705,341 94,189 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,701,363 94,034 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 2,625,413 91,390 0.09% 0.09% 23 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 2,402,516 83,631 0.38% 0.38% 24 0 0.0% Q2 2026 Aug 11, 2026
Cooper Financial Group History Added to 2,360,396 78,624 6.26% 6.57% 25 +83,921 3.69% Q3 2026 Oct 07, 2026
Compound Planning, Inc. History No change 2,011,430 70,017 1.82% 1.82% 26 0 0.0% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History No change 1,921,981 66,904 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 1,836,443 63,926 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,777,034 61,858 13.11% 13.11% 29 0 0.0% Q2 2026 Jul 27, 2026
Black Diamond Financial, LLC History No change 1,759,449 61,246 5.4% 5.4% 30 0 0.0% Q2 2026 Aug 04, 2026
World Investment Advisors History No change 1,970,475 60,154 1.0% 1.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Financial Management Professionals, Inc. History No change 1,721,114 59,911 5.68% 5.68% 32 0 0.0% Q2 2026 Jul 09, 2026
GenWealth Group, Inc. History No change 1,681,637 58,537 9.12% 9.12% 33 0 0.0% Q2 2026 Jul 10, 2026
Focus Partners Advisor Solutions, LLC History No change 1,627,002 56,635 0.48% 0.48% 34 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,599,656 55,716 0.31% 0.31% 35 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,568,627 54,494 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 12, 2026
DRAVO BAY LLC History No change 1,454,110 50,617 17.52% 17.52% 37 0 0.0% Q2 2026 Aug 11, 2026
Northern Capital Management, Inc. History No change 1,412,672 49,175 20.97% 20.97% 38 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,333,572 46,421 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 13, 2026
HRC WEALTH MANAGEMENT, LLC History No change 1,302,258 45,331 18.55% 18.55% 40 0 0.0% Q2 2026 Jul 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,299,421 45,233 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 1,253,900 43,648 3.17% 3.17% 42 0 0.0% Q2 2026 Jul 24, 2026
Summit Asset Management, LLC History No change 1,224,848 42,636 5.46% 5.46% 43 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 1,186,101 41,288 0.08% 0.08% 44 0 0.0% Q2 2026 Aug 07, 2026
BALLAST ADVISORS LLC History No change 1,179,966 41,074 9.79% 9.79% 45 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 1,744,278 40,959 0.05% 0.05% 46 0 0.0% Q2 2026 Aug 14, 2026
Veery Capital, LLC History Added to 1,215,553 40,490 10.79% 11.18% 47 +19,447 1.63% Q3 2026 Oct 07, 2026
Brady Martz Wealth Solutions, LLC History No change 1,134,296 39,484 5.96% 5.96% 48 0 0.0% Q2 2026 Jul 23, 2026
NICOLET BANKSHARES INC History No change 1,126,459 39,212 1.25% 1.25% 49 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History No change 1,122,636 39,078 0.44% 0.44% 50 0 0.0% Q2 2026 Aug 04, 2026
Financial Advisors Network, Inc. History No change 1,097,487 38,203 4.68% 4.68% 51 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 1,082,922 37,696 0.14% 0.14% 52 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 1,057,653 36,816 1.92% 1.92% 53 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 1,038,715 36,157 1.33% 1.33% 54 0 0.0% Q2 2026 Jul 17, 2026
Dodds Wealth, LLC History No change 1,030,077 35,856 8.07% 8.07% 55 0 0.0% Q2 2026 Aug 06, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,019,784 35,498 12.62% 12.62% 56 0 0.0% Q2 2026 Jul 21, 2026
Serenity Investment Advisors History No change 979,372 34,082 14.53% 14.53% 57 0 0.0% Q2 2026 Aug 24, 2026
Ally Invest Advisors Inc. History No change 978,090 34,047 2.06% 2.06% 58 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 960,177 33,423 0.51% 0.51% 59 0 0.0% Q2 2026 Aug 06, 2026
Tradition Wealth Management, LLC History No change 952,665 33,162 2.03% 2.03% 60 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 897,263 31,233 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 885,859 30,836 13.57% 13.57% 62 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 880,325 30,644 0.19% 0.19% 63 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 861,170 29,977 0.1% 0.1% 64 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Added to 890,366 29,658 0.21% 0.17% 65 +247,211 38.44% Q3 2026 Oct 08, 2026
CX Institutional History Added to 869,829 28,974 0.78% 0.8% 66 +77,013 9.71% Q3 2026 Oct 02, 2026
ROYAL BANK OF CANADA History No change 807,850 28,120 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
SAGE FINANCIAL GROUP INC History No change 776,729 27,037 1.5% 1.5% 68 0 0.0% Q2 2026 Jul 21, 2026
Envestnet Portfolio Solutions, Inc. History No change 774,931 26,975 0.13% 0.13% 69 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 774,489 26,959 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Persium Advisors, LLC History Reduced 765,306 25,492 13.35% 18.21% 71 -36,517 -4.55% Q3 2026 Oct 07, 2026
Noble Family Wealth, LLC History No change 728,348 25,353 4.54% 4.54% 72 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 717,101 24,962 0.14% 0.14% 73 0 0.0% Q2 2026 Aug 14, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 699,917 24,364 6.92% 6.92% 74 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 672,608 23,413 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 671,980 23,391 0.2% 0.2% 76 0 0.0% Q2 2026 Aug 06, 2026
Meriwether Wealth & Planning, LLC History No change 671,004 23,357 11.58% 11.58% 77 0 0.0% Q2 2026 Jul 08, 2026
TUDOR INVESTMENT CORP ET AL History No change 667,145 23,223 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 661,485 23,026 0.3% 0.3% 79 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Wealth Advisors, Inc. History No change 652,147 22,701 4.76% 4.76% 80 0 0.0% Q2 2026 Jul 17, 2026
Perigon Wealth Management, LLC History No change 644,939 22,450 0.35% 0.35% 81 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 643,100 22,386 0.25% 0.25% 82 0 0.0% Q2 2026 Aug 04, 2026
LCNB CORP History No change 641,729 22,338 6.85% 6.85% 83 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 636,448 22,154 0.21% 0.21% 84 0 0.0% Q2 2026 Aug 05, 2026
Seneca Financial Advisors LLC History No change 624,063 21,723 5.64% 5.64% 85 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 607,840 21,158 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 606,554 21,114 0.4% 0.4% 87 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 601,890 20,951 5.6% 5.6% 88 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 600,252 20,894 0.65% 0.65% 89 0 0.0% Q2 2026 Jul 09, 2026
Ethos Financial Group, LLC History No change 610,180 20,599 1.38% 1.38% 90 0 0.0% Q2 2026 Aug 07, 2026
Seek First Inc. History No change 589,947 20,536 12.97% 12.97% 91 0 0.0% Q2 2026 Jul 28, 2026
YANKCOM Partnership History No change 585,528 20,381 7.31% 7.31% 92 0 0.0% Q2 2026 Jul 21, 2026
Garde Capital, Inc. History No change 582,638 20,281 0.91% 0.91% 93 0 0.0% Q2 2026 Jul 31, 2026
Odyssey Group, LLC History No change 581,116 20,228 5.48% 5.48% 94 0 0.0% Q2 2026 Aug 14, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 576,393 20,064 3.35% 3.35% 95 0 0.0% Q2 2026 Jul 08, 2026
EP Wealth Advisors, LLC History No change 572,184 19,917 0.08% 0.08% 96 0 0.0% Q2 2026 Aug 11, 2026
Payne Capital Management, LLC History No change 560,537 19,512 5.2% 5.2% 97 0 0.0% Q2 2026 Aug 14, 2026
JBGlobal.com LLC History No change 555,333 19,331 16.91% 16.91% 98 0 0.0% Q2 2026 Jul 06, 2026
Denver PWM, LLC History No change 532,138 18,821 6.16% 6.16% 99 0 0.0% Q2 2026 Aug 17, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 524,862 18,270 5.07% 5.07% 100 0 0.0% Q2 2026 Jul 31, 2026
USAdvisors Wealth Management, LLC History No change 517,375 18,009 5.16% 5.16% 101 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 492,495 17,144 0.04% 0.04% 102 0 0.0% Q2 2026 Jul 27, 2026
Martel Wealth Advisors LLC History No change 467,996 16,290 2.56% 2.56% 103 0 0.0% Q2 2026 Jul 13, 2026
Peak Wealth Management LLC History No change 466,587 16,241 11.4% 11.4% 104 0 0.0% Q2 2026 Jul 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 455,072 15,841 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 29, 2026
Global Strategic Investment Solutions, LLC History No change 423,041 14,726 1.31% 1.31% 106 0 0.0% Q2 2026 Aug 07, 2026
FSA WEALTH PARTNERS, INC. History No change 416,133 14,485 3.63% 3.63% 107 0 0.0% Q2 2026 Aug 03, 2026
Goepper Burkhardt LLC History No change 412,923 14,373 4.32% 4.32% 108 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 409,863 14,267 0.49% 0.49% 109 0 0.0% Q2 2026 Jul 24, 2026
CATHY PARETO & ASSOCIATES, INC History No change 408,803 14,230 8.34% 8.34% 110 0 0.0% Q2 2026 Jul 15, 2026
Brookstone Capital Management History No change 395,893 13,781 0.14% 0.14% 111 0 0.0% Q2 2026 Jul 15, 2026
RWA WEALTH PARTNERS, LLC History No change 386,729 13,462 0.13% 0.13% 112 0 0.0% Q2 2026 Aug 07, 2026
Friday Financial History No change 388,248 13,328 3.57% 3.57% 113 0 0.0% Q2 2026 Jul 09, 2026
Diversified Portfolios, Inc. History No change 379,951 13,226 0.96% 0.96% 114 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 373,856 13,013 0.19% 0.19% 115 0 0.0% Q2 2026 Jul 14, 2026
Enclave Advisors LLC History No change 373,287 12,994 1.64% 1.64% 116 0 0.0% Q2 2026 Jul 14, 2026
Allworth Financial LP History No change 370,672 12,903 0.05% 0.05% 117 0 0.0% Q2 2026 Aug 11, 2026
James J. Burns & Company, LLC History No change 370,207 12,886 1.4% 1.4% 118 0 0.0% Q2 2026 Aug 06, 2026
GILL CAPITAL PARTNERS, LLC History No change 368,785 12,837 3.4% 3.4% 119 0 0.0% Q2 2026 Aug 20, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 349,164 12,154 4.94% 4.94% 120 0 0.0% Q2 2026 Jul 14, 2026
HBK Sorce Advisory LLC History No change 341,547 11,896 0.23% 0.23% 121 0 0.0% Q2 2026 Aug 06, 2026
CDKV HOLDINGS LLC History No change 335,591 11,681 9.13% 9.13% 122 0 0.0% Q2 2026 Jul 30, 2026
Sightline Wealth Advisors, LLC History No change 329,224 11,460 4.19% 4.19% 123 0 0.0% Q2 2026 Jul 22, 2026
Capital Squared Financial LLC History No change 327,568 11,402 7.45% 7.45% 124 0 0.0% Q2 2026 Jul 21, 2026
White Pine Investment CO History No change 326,384 11,361 2.42% 2.42% 125 0 0.0% Q2 2026 Jul 20, 2026
Fiduciary Alliance LLC History No change 324,528 11,296 0.76% 0.76% 126 0 0.0% Q2 2026 Jul 20, 2026
Harbor Group, Inc. History No change 323,691 11,267 1.32% 1.32% 127 0 0.0% Q2 2026 Jul 22, 2026
Pathstone Holdings, LLC History No change 322,832 11,237 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 316,115 11,003 0.43% 0.43% 129 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 304,020 10,582 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 19, 2026
Independent Solutions Wealth Management, LLC History No change 301,365 10,490 1.37% 1.37% 131 0 0.0% Q2 2026 Jul 29, 2026
Thrive Wealth Management, LLC History No change 294,454 10,249 1.3% 1.3% 132 0 0.0% Q2 2026 Jul 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 288,228 10,033 0.15% 0.15% 133 0 0.0% Q2 2026 Aug 03, 2026
Gladstone Institutional Advisory LLC History No change 286,956 9,988 0.32% 0.32% 134 0 0.0% Q2 2026 Jul 27, 2026
Schneider Downs Wealth Management Advisors, LP History No change 285,387 9,934 0.93% 0.93% 135 0 0.0% Q2 2026 Aug 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 283,186 9,857 0.39% 0.39% 136 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 281,854 9,811 0.45% 0.45% 137 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 281,513 9,799 0.0% 0.0% 138 0 0.0% Q2 2026 Sep 02, 2026
Bishop & Co Investment Management, LLC History No change 279,444 9,727 2.99% 2.99% 139 0 0.0% Q2 2026 Jul 22, 2026
Christensen, King & Associates Investment Services, Inc. History No change 273,806 9,531 3.79% 3.79% 140 0 0.0% Q2 2026 Jul 14, 2026
Brand Asset Management Group, Inc. History No change 270,744 9,424 2.08% 2.08% 141 0 0.0% Q2 2026 Aug 12, 2026
Courage Miller Partners, LLC History No change 268,344 9,341 2.46% 2.46% 142 0 0.0% Q2 2026 Jul 23, 2026
Per Stirling Capital Management, LLC. History No change 268,034 9,330 0.89% 0.89% 143 0 0.0% Q2 2026 Aug 14, 2026
Ackerman Capital Advisors, LLC History No change 267,571 9,314 1.88% 1.88% 144 0 0.0% Q2 2026 Jul 30, 2026
Plus Group Wealth Advisors LLC History No change 266,466 9,275 8.72% 8.72% 145 0 0.0% Q2 2026 Jul 13, 2026
Councilor Wealth, LLC History No change 265,062 9,226 3.73% 3.73% 146 0 0.0% Q2 2026 Jul 21, 2026
FMR LLC History No change 263,829 9,183 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History No change 259,028 9,016 0.44% 0.44% 148 0 0.0% Q2 2026 Jul 28, 2026
Lighthouse Wealth Management Inc. History No change 258,169 8,986 5.58% 5.58% 149 0 0.0% Q2 2026 Jul 22, 2026
GOLDMAN SACHS GROUP INC History No change 257,749 8,972 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 254,346 8,853 0.06% 0.06% 151 0 0.0% Q2 2026 Sep 08, 2026
Arnold Financial Planning LLC History No change 253,746 8,832 6.59% 6.59% 152 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Family Advisors, LLC History No change 251,880 8,767 3.68% 3.68% 153 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 249,955 8,700 0.03% 0.03% 154 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 244,488 8,510 0.22% 0.22% 155 0 0.0% Q2 2026 Jul 07, 2026
Sun Financial Inc History No change 239,789 8,359 3.94% 3.94% 156 0 0.0% Q2 2026 Aug 11, 2026
Weinberger Asset Management, Inc History No change 243,729 8,303 2.66% 2.66% 157 0 0.0% Q2 2026 Aug 05, 2026
LOWERY THOMAS, LLC History No change 231,838 8,070 3.94% 3.94% 158 0 0.0% Q2 2026 Jul 29, 2026
Baring Financial LLC History Added to 241,830 8,055 4.3% 4.51% 159 +6,441 2.74% Q3 2026 Oct 07, 2026
Quantinno Capital Management LP History No change 230,382 8,019 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
Cadence Wealth Management LLC History No change 229,916 8,003 3.58% 3.58% 161 0 0.0% Q2 2026 Aug 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 227,702 7,926 3.79% 3.79% 162 0 0.0% Q2 2026 Aug 13, 2026
BlueSky Wealth Advisors, LLC History No change 219,227 7,631 0.88% 0.88% 163 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 213,148 7,419 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 12, 2026
ProVise Management Group, LLC History No change 212,905 7,411 0.5% 0.5% 165 0 0.0% Q2 2026 Aug 03, 2026
Plancorp, LLC History No change 215,406 7,371 0.18% 0.18% 166 0 0.0% Q2 2026 Jul 14, 2026
Curtis Advisory Group, LLC History No change 210,894 7,341 1.43% 1.43% 167 0 0.0% Q2 2026 Jul 29, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 209,065 7,277 2.7% 2.7% 168 0 0.0% Q2 2026 Aug 13, 2026
PETRA FINANCIAL ADVISORS INC History No change 208,850 7,270 3.37% 3.37% 169 0 0.0% Q2 2026 Jul 24, 2026
Ifrah Financial Services, Inc. History No change 208,201 7,247 1.77% 1.77% 170 0 0.0% Q2 2026 Jul 21, 2026
Avant Capital LLC History No change 207,434 7,220 4.52% 4.52% 171 0 0.0% Q2 2026 Aug 12, 2026
Glassman Wealth Services History No change 203,816 7,094 0.85% 0.85% 172 0 0.0% Q2 2026 Aug 05, 2026
Werba Rubin Papier Wealth Management History No change 203,775 7,093 0.86% 0.86% 173 0 0.0% Q2 2026 Jul 27, 2026
Phillip James Consulting Co. History No change 199,843 6,956 4.65% 4.65% 174 0 0.0% Q2 2026 Jul 28, 2026
New Hampshire Trust History No change 199,696 6,951 1.31% 1.31% 175 0 0.0% Q2 2026 Jul 27, 2026
Main Street Financial Solutions, LLC History No change 197,107 6,861 0.44% 0.44% 176 0 0.0% Q2 2026 Aug 07, 2026
Game Plan Financial Advisors, LLC History No change 193,444 6,733 2.5% 2.5% 177 0 0.0% Q2 2026 Aug 07, 2026
SpringVest Wealth Management LLC History No change 192,326 6,694 4.21% 4.21% 178 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors Wealth Management, LLC History No change 192,079 6,686 0.79% 0.79% 179 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 191,967 6,682 0.07% 0.07% 180 0 0.0% Q2 2026 Aug 12, 2026
Westbourne Investment Advisors, Inc. History No change 191,481 6,665 1.84% 1.84% 181 0 0.0% Q2 2026 Jul 27, 2026
Columbus Macro, LLC History No change 191,440 6,664 0.65% 0.65% 182 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 191,005 6,648 0.14% 0.14% 183 0 0.0% Q2 2026 Aug 03, 2026
Valpey Financial Services, LLC History No change 190,366 6,626 3.95% 3.95% 184 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 188,048 6,545 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Retirement Investment Advisors, Inc. History No change 187,435 6,414 0.46% 0.46% 186 0 0.0% Q2 2026 Jul 15, 2026
CAHILL FINANCIAL ADVISORS INC History No change 184,223 6,412 0.62% 0.62% 187 0 0.0% Q2 2026 Aug 11, 2026
Leeward Financial Partners, LLC History No change 181,501 6,318 1.66% 1.66% 188 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 177,315 6,172 0.19% 0.19% 189 0 0.0% Q2 2026 Aug 05, 2026
Rinkey Investments History No change 175,707 6,116 1.44% 1.44% 190 0 0.0% Q2 2026 Jul 20, 2026
OneAscent Financial Services LLC History No change 175,530 6,110 0.29% 0.29% 191 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 174,543 6,075 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 172,580 6,007 0.1% 0.1% 193 0 0.0% Q2 2026 Jul 21, 2026
Grey Fox Wealth Advisors, LLC History No change 172,268 5,996 0.94% 0.94% 194 0 0.0% Q2 2026 Jul 17, 2026
Apex Wealth Management, LLC History No change 169,285 5,892 3.6% 3.6% 195 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 169,158 5,888 0.11% 0.11% 196 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 168,095 5,851 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 07, 2026
WARNER FINANCIAL, INC History No change 163,018 5,674 1.67% 1.67% 198 0 0.0% Q2 2026 Jul 09, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 161,002 5,604 1.25% 1.25% 199 0 0.0% Q2 2026 Jul 20, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 160,971 5,603 0.95% 0.95% 200 0 0.0% Q2 2026 Aug 10, 2026
Coastwise Capital Group, LLC History No change 158,886 5,530 3.21% 3.21% 201 0 0.0% Q2 2026 Jul 16, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 156,870 5,460 4.34% 4.34% 202 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 175,568 5,354 0.22% 0.22% 203 0 0.0% Q2 2026 Jul 09, 2026
KPP Advisory Services LLC History No change 153,791 5,353 0.68% 0.68% 204 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 155,143 5,346 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 152,382 5,304 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 151,747 5,282 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 147,698 5,141 0.06% 0.06% 208 0 0.0% Q2 2026 Aug 10, 2026
Golden Bell Financial Planning LLC History No change 147,634 5,139 3.78% 3.78% 209 0 0.0% Q2 2026 Jul 31, 2026
Sequoia Financial Advisors, LLC History No change 146,134 5,086 0.03% 0.03% 210 0 0.0% Q2 2026 Jul 17, 2026
Newman Dignan & Sheerar, Inc. History No change 144,331 5,024 0.96% 0.96% 211 0 0.0% Q2 2026 Jul 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 143,039 4,979 0.2% 0.2% 212 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 142,473 4,959 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 142,065 4,945 0.55% 0.55% 214 0 0.0% Q2 2026 Jul 09, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 139,294 4,848 0.6% 0.6% 215 0 0.0% Q2 2026 Aug 05, 2026
Affinity Capital Advisors, LLC History No change 138,946 4,796 0.59% 0.59% 216 0 0.0% Q2 2026 Jul 08, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 137,343 4,780 0.19% 0.19% 217 0 0.0% Q2 2026 Aug 18, 2026
One Capital Management, LLC History No change 154,711 4,718 0.13% 0.13% 218 0 0.0% Q2 2026 Aug 13, 2026
Allen Capital Group, LLC History No change 134,472 4,680 0.38% 0.38% 219 0 0.0% Q2 2026 Jul 27, 2026
VILLERE ST DENIS J & CO LLC History No change 134,411 4,678 0.56% 0.56% 220 0 0.0% Q2 2026 Aug 07, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 132,340 4,606 0.35% 0.35% 221 0 0.0% Q2 2026 Jul 16, 2026
Joseph Group Capital Management History No change 131,497 4,577 0.96% 0.96% 222 0 0.0% Q2 2026 Aug 06, 2026
LifePlan Investment Advisors, Inc. History No change 129,069 4,492 1.55% 1.55% 223 0 0.0% Q2 2026 Aug 11, 2026
Barden Capital Management, Inc. History No change 128,202 4,462 4.12% 4.12% 224 0 0.0% Q2 2026 Aug 06, 2026
Centerline Wealth Advisors, LLC History No change 127,526 4,439 1.39% 1.39% 225 0 0.0% Q2 2026 Jul 17, 2026
RKL Wealth Management LLC History No change 126,137 4,390 0.35% 0.35% 226 0 0.0% Q2 2026 Aug 10, 2026
CFG Wealth Management Services, Inc. History No change 143,142 4,365 4.1% 4.1% 227 0 0.0% Q2 2026 Jul 15, 2026
UNIQUE WEALTH, LLC History No change 123,721 4,306 0.5% 0.5% 228 0 0.0% Q2 2026 Jul 21, 2026
MARSHALL WACE, LLP History No change 123,053 4,283 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 121,556 4,231 0.04% 0.04% 230 0 0.0% Q2 2026 Aug 14, 2026
Q3 Asset Management History No change 118,565 4,127 0.76% 0.76% 231 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 116,855 4,067 0.35% 0.35% 232 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 116,747 4,063 0.05% 0.05% 233 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 114,863 3,998 0.19% 0.19% 234 0 0.0% Q2 2026 Aug 04, 2026
Everhart Financial Group, Inc. History Reduced 118,084 3,933 0.24% 0.28% 235 -5,885 -4.75% Q3 2026 Oct 08, 2026
Foster Victor Wealth Advisors, LLC History No change 114,955 3,931 0.21% 0.21% 236 0 0.0% Q2 2026 Jul 22, 2026
Diversified Enterprises, LLC History No change 111,328 3,875 0.19% 0.19% 237 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 109,609 3,815 1.72% 1.72% 238 0 0.0% Q2 2026 Aug 07, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 107,858 3,754 0.91% 0.91% 239 0 0.0% Q2 2026 Jul 09, 2026
Murphy & Mullick Capital Management Corp History No change 107,605 3,745 2.32% 2.32% 240 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 107,308 3,735 0.0% 0.0% 241 0 0.0% Q2 2026 Jul 28, 2026
Cassady Wealth & Retirement Planning, LLC History No change 106,955 3,723 1.73% 1.73% 242 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 105,944 3,687 0.13% 0.13% 243 0 0.0% Q2 2026 Jul 21, 2026
Altus Wealth Group LLC History No change 105,415 3,669 1.33% 1.33% 244 0 0.0% Q2 2026 Jul 17, 2026
IVC Wealth Advisors LLC History No change 104,426 3,635 1.42% 1.42% 245 0 0.0% Q2 2026 Jul 14, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 104,114 3,624 0.2% 0.2% 246 0 0.0% Q2 2026 Jul 27, 2026
HB Wealth Management, LLC History No change 103,114 3,589 0.02% 0.02% 247 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 102,488 3,567 0.04% 0.04% 248 0 0.0% Q2 2026 Jul 20, 2026
Lido Advisors, LLC History No change 100,406 3,495 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 07, 2026
Compass Advisory Group LLC History No change 98,060 3,413 0.81% 0.81% 250 0 0.0% Q2 2026 Aug 11, 2026
Nadler Financial Group, Inc. History No change 95,845 3,336 0.28% 0.28% 251 0 0.0% Q2 2026 Jul 29, 2026
Embree Financial Group History No change 95,558 3,326 0.33% 0.33% 252 0 0.0% Q2 2026 Jul 15, 2026
Steele Capital Management, Inc. History No change 95,505 3,324 0.12% 0.12% 253 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 94,850 3,301 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 10, 2026
M3 Advisory Group, LLC History No change 93,884 3,268 1.69% 1.69% 255 0 0.0% Q2 2026 Jul 24, 2026
Bleakley Financial Group, LLC History No change 93,217 3,244 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 93,101 3,240 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 11, 2026
ZynergyRetirementPlanningLLC History Reduced 96,985 3,230 1.72% 1.84% 258 -604 -0.62% Q3 2026 Oct 08, 2026
Johnson Financial Group, LLC History No change 90,220 3,140 0.17% 0.17% 259 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History No change 90,225 3,140 0.57% 0.57% 260 0 0.0% Q2 2026 Aug 04, 2026
Broadview Financial Management, LLC History No change 89,890 3,129 1.91% 1.91% 261 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 89,148 3,103 0.09% 0.09% 262 0 0.0% Q2 2026 Jul 07, 2026
AE Wealth Management LLC History No change 88,685 3,087 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 88,523 3,081 0.03% 0.03% 264 0 0.0% Q2 2026 Jul 27, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 88,418 3,077 3.32% 3.32% 265 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 86,666 3,016 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 03, 2026
Clearstead Advisors, LLC History No change 85,350 2,971 0.03% 0.03% 267 0 0.0% Q2 2026 Aug 06, 2026
Wilkins Miller Wealth Management, LLC History No change 83,792 2,916 1.6% 1.6% 268 0 0.0% Q2 2026 Jul 21, 2026
Tortoise Investment Management, LLC History No change 83,088 2,892 0.22% 0.22% 269 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 82,048 2,856 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 27, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 81,599 2,840 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 04, 2026
Elgethun Capital Management History No change 80,853 2,814 0.39% 0.39% 272 0 0.0% Q2 2026 Jul 29, 2026
FAGAN ASSOCIATES, INC. History No change 80,634 2,806 0.35% 0.35% 273 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Advisors, LLC History No change 80,231 2,792 0.15% 0.15% 274 0 0.0% Q2 2026 Aug 11, 2026
RIVERSEDGE ADVISORS, LLC History No change 80,108 2,788 0.37% 0.37% 275 0 0.0% Q2 2026 Jul 16, 2026
Amicus Financial Advisors, LLC History No change 79,828 2,778 0.68% 0.68% 276 0 0.0% Q2 2026 Jul 20, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 79,777 2,777 1.12% 1.12% 277 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 79,024 2,750 0.14% 0.14% 278 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 78,410 2,729 0.36% 0.36% 279 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 77,109 2,684 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 14, 2026
ETF Store, Inc. History No change 77,113 2,684 2.25% 2.25% 281 0 0.0% Q2 2026 Jul 29, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 76,804 2,673 0.69% 0.69% 282 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 76,372 2,658 0.14% 0.14% 283 0 0.0% Q2 2026 Aug 04, 2026
MYECFO, LLC History No change 76,290 2,655 1.0% 1.0% 284 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 76,099 2,649 0.04% 0.04% 285 0 0.0% Q2 2026 Jul 15, 2026
Matthew Goff Investment Advisor, LLC History No change 75,481 2,627 0.44% 0.44% 286 0 0.0% Q2 2026 Jul 07, 2026
Roundview Capital LLC History No change 75,143 2,615 0.14% 0.14% 287 0 0.0% Q2 2026 Jul 30, 2026
Arkadios Wealth Advisors History No change 74,648 2,598 0.04% 0.04% 288 0 0.0% Q2 2026 Aug 10, 2026
Aspen Grove Capital, LLC History No change 73,772 2,568 0.37% 0.37% 289 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT GUYS FORMULA LLC History No change 73,108 2,544 0.96% 0.96% 290 0 0.0% Q2 2026 Jul 30, 2026
Retirement Planning Group, LLC History No change 72,049 2,508 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 71,804 2,499 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 07, 2026
Quantum Portfolio Management LLC History No change 71,423 2,486 0.89% 0.89% 293 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Reduced 73,505 2,468 0.03% 0.04% 294 -10,855 -12.87% Q3 2026 Oct 08, 2026
Cambridge Financial Group, LLC History No change 70,065 2,438 0.77% 0.77% 295 0 0.0% Q3 2026 Oct 06, 2026
Asset One Wealth Management LLC History No change 71,818 2,436 0.26% 0.26% 296 0 0.0% Q2 2026 Aug 13, 2026
Stewardship Advisors, LLC History No change 68,357 2,379 0.49% 0.49% 297 0 0.0% Q2 2026 Jul 20, 2026
Monetary Solutions, Ltd History No change 68,112 2,370 2.04% 2.04% 298 0 0.0% Q2 2026 Jul 23, 2026
Financial Strategies Group, Inc. History No change 69,172 2,358 0.38% 0.38% 299 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 67,076 2,334 0.15% 0.15% 300 0 0.0% Q2 2026 Jul 30, 2026
Twin Cities Retirement Group LLC History No change 66,506 2,315 1.98% 1.98% 301 0 0.0% Q2 2026 Jul 07, 2026
BCS Wealth Management History No change 66,329 2,308 0.42% 0.42% 302 0 0.0% Q2 2026 Jul 16, 2026
BCWM, LLC History No change 66,012 2,297 0.67% 0.67% 303 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 65,891 2,293 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 30, 2026
Evergreen Advisors, LLC History No change 65,818 2,291 0.49% 0.49% 305 0 0.0% Q2 2026 Aug 04, 2026
Schaeffer Financial LLC History No change 64,454 2,243 1.73% 1.73% 306 0 0.0% Q2 2026 Aug 03, 2026
Ridgewood Investments LLC History Reduced 67,331 2,242 0.83% 0.93% 307 -4,238 -5.92% Q3 2026 Oct 05, 2026
L2 Asset Management, LLC History No change 63,723 2,218 0.23% 0.23% 308 0 0.0% Q2 2026 Aug 13, 2026
Nalls Sherbakoff Group, LLC History No change 62,681 2,181 1.55% 1.55% 309 0 0.0% Q2 2026 Aug 17, 2026
Composition Wealth, LLC History No change 62,426 2,173 0.03% 0.03% 310 0 0.0% Q2 2026 Jul 22, 2026
Bigelow Investment Advisors, LLC History No change 61,824 2,152 0.78% 0.78% 311 0 0.0% Q2 2026 Jul 30, 2026
Weaver Capital Management LLC History No change 69,878 2,131 0.47% 0.47% 312 0 0.0% Q2 2026 Jul 30, 2026
CGN Advisors LLC History No change 61,195 2,130 0.16% 0.16% 313 0 0.0% Q2 2026 Jul 06, 2026
Rockefeller Capital Management L.P. History No change 60,747 2,114 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 60,241 2,097 1.38% 1.38% 315 0 0.0% Q2 2026 Jul 10, 2026
Apollon Wealth Management, LLC History No change 59,996 2,088 0.03% 0.03% 316 0 0.0% Q2 2026 Jul 22, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 59,931 2,086 0.13% 0.13% 317 0 0.0% Q2 2026 Jul 09, 2026
Moisand Fitzgerald Tamayo, LLC History No change 59,923 2,085 0.2% 0.2% 318 0 0.0% Q2 2026 Jul 13, 2026
DUNCKER STREETT & CO INC History No change 59,583 2,074 0.35% 0.35% 319 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 59,495 2,071 0.03% 0.03% 320 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 58,982 2,053 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 13, 2026
B&D White Capital Company, LLC History No change 58,998 2,053 0.2% 0.2% 322 0 0.0% Q2 2026 Jul 31, 2026
Index Technologies Group LLC History No change 58,663 2,042 1.63% 1.63% 323 0 0.0% Q2 2026 Aug 14, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 58,638 2,041 0.85% 0.85% 324 0 0.0% Q2 2026 Jul 20, 2026
Grandview Asset Management LLC History No change 58,514 2,036 0.51% 0.51% 325 0 0.0% Q2 2026 Jul 24, 2026
Copper Harbor Investment Advisors, LLC History No change 58,254 2,027 0.43% 0.43% 326 0 0.0% Q2 2026 Jul 23, 2026
Clear Retirement Advice LLC History No change 57,373 1,997 1.37% 1.37% 327 0 0.0% Q2 2026 Jul 15, 2026
Emerald Advisors, LLC History No change 57,289 1,994 0.25% 0.25% 328 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 57,179 1,990 0.07% 0.07% 329 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth Management, LLC History No change 56,631 1,971 0.08% 0.08% 330 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 56,451 1,965 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 05, 2026
United Advisor Group, LLC History No change 56,439 1,964 0.21% 0.21% 332 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 56,675 1,939 0.04% 0.04% 333 0 0.0% Q2 2026 Jul 29, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 55,604 1,935 0.04% 0.04% 334 0 0.0% Q2 2026 Jul 17, 2026
William Mack & Associates, Inc. History No change 55,360 1,927 0.68% 0.68% 335 0 0.0% Q2 2026 Jul 10, 2026
Maia Wealth LLC History No change 54,892 1,910 0.28% 0.28% 336 0 0.0% Q2 2026 Jul 28, 2026
ASPIRIANT, LLC History No change 54,632 1,901 0.05% 0.05% 337 0 0.0% Q2 2026 Jul 20, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 54,608 1,900 0.16% 0.16% 338 0 0.0% Q2 2026 Aug 14, 2026
SIMA Wealth Partners, LLC History No change 54,238 1,888 1.34% 1.34% 339 0 0.0% Q2 2026 Jul 28, 2026
GW HENSSLER & ASSOCIATES LTD History No change 53,792 1,872 0.08% 0.08% 340 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 53,677 1,868 0.03% 0.03% 341 0 0.0% Q2 2026 Aug 11, 2026
K2 Financial Inc. History No change 53,959 1,862 1.31% 1.31% 342 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 53,407 1,859 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 52,546 1,829 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 52,679 1,804 0.66% 0.66% 345 0 0.0% Q2 2026 Jul 28, 2026
Keel Point, LLC History No change 51,802 1,803 0.11% 0.11% 346 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 51,331 1,786 0.14% 0.14% 347 0 0.0% Q2 2026 Aug 06, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 51,167 1,781 0.38% 0.38% 348 0 0.0% Q2 2026 Jul 10, 2026
Equitable Holdings, Inc. History No change 50,936 1,773 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 17, 2026
Csenge Advisory Group History No change 50,120 1,744 0.07% 0.07% 350 0 0.0% Q2 2026 Aug 10, 2026
Blossom Wealth Management History No change 50,093 1,743 2.46% 2.46% 351 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 49,999 1,740 0.11% 0.11% 352 0 0.0% Q2 2026 Aug 10, 2026
KEB ASSET MANAGEMENT, LLC History No change 49,466 1,721 0.28% 0.28% 353 0 0.0% Q2 2026 Jul 14, 2026
VAN STRUM & TOWNE INC. History No change 49,433 1,720 0.47% 0.47% 354 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 48,925 1,703 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 13, 2026
DDD Partners, LLC History No change 48,875 1,701 0.11% 0.11% 356 0 0.0% Q2 2026 Aug 05, 2026
Wescott Financial Advisory Group, LLC History No change 48,729 1,696 0.13% 0.13% 357 0 0.0% Q2 2026 Aug 04, 2026
Long Island Wealth Management, Inc. History No change 48,606 1,691 0.7% 0.7% 358 0 0.0% Q2 2026 Aug 07, 2026
Ballast Financial Advisors LLC History No change 47,753 1,662 1.5% 1.5% 359 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Private Wealth, LLC History No change 46,892 1,650 1.08% 1.08% 360 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 48,055 1,648 0.12% 0.12% 361 0 0.0% Q2 2026 Jul 29, 2026
Cassaday & Co Wealth Management LLC History No change 46,468 1,617 0.03% 0.03% 362 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 46,278 1,610 0.16% 0.16% 363 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 45,954 1,599 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 45,883 1,597 0.25% 0.25% 365 0 0.0% Q2 2026 Aug 07, 2026
ALTFEST L J & CO INC History No change 45,774 1,593 0.15% 0.15% 366 0 0.0% Q2 2026 Jul 30, 2026
Seed Wealth Management, Inc. History No change 44,930 1,564 0.99% 0.99% 367 0 0.0% Q2 2026 Jul 27, 2026
BCGM Wealth Management, LLC History No change 44,790 1,559 0.33% 0.33% 368 0 0.0% Q2 2026 Aug 04, 2026
Brookwood Investment Group LLC History No change 44,791 1,559 0.18% 0.18% 369 0 0.0% Q2 2026 Jul 23, 2026
Avidian Wealth Enterprises, LLC History Added to 46,740 1,556 0.04% 0.04% 370 +540 1.17% Q3 2026 Oct 08, 2026
ZACKS INVESTMENT MANAGEMENT History No change 44,560 1,551 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 13, 2026
KELLY FINANCIAL GROUP LLC History No change 44,284 1,541 0.34% 0.34% 372 0 0.0% Q2 2026 Jul 14, 2026
GTS SECURITIES LLC History No change 43,936 1,529 0.03% 0.03% 373 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Reduced 45,617 1,519 0.03% 0.03% 374 -139 -0.3% Q3 2026 Oct 08, 2026
Creekside Partners History No change 43,596 1,517 0.55% 0.55% 375 0 0.0% Q2 2026 Jul 30, 2026
Vanguard Capital Wealth Advisors History No change 43,225 1,504 1.02% 1.02% 376 0 0.0% Q2 2026 Jul 23, 2026
True North Advisors, LLC History No change 43,036 1,498 0.14% 0.14% 377 0 0.0% Q2 2026 Jul 22, 2026
JMG Financial Group, Ltd. History No change 42,945 1,494 0.04% 0.04% 378 0 0.0% Q2 2026 Jul 31, 2026
Inman Jager Wealth Management, LLC History No change 42,513 1,479 0.79% 0.79% 379 0 0.0% Q2 2026 Aug 07, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 42,428 1,476 1.16% 1.16% 380 0 0.0% Q2 2026 Aug 11, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 41,595 1,460 0.48% 0.48% 381 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 41,508 1,460 0.15% 0.15% 382 0 0.0% Q2 2026 Aug 13, 2026
Santori & Peters, Inc. History No change 41,835 1,456 0.41% 0.41% 383 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 41,722 1,452 0.09% 0.09% 384 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 41,626 1,449 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 11, 2026
Thayer Financial, L.L.C. History No change 41,552 1,446 1.31% 1.31% 386 0 0.0% Q2 2026 Jul 08, 2026
Larson Financial Group LLC History No change 41,021 1,427 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 40,511 1,410 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
R2 Capital Strategies, LLC History No change 40,447 1,407 0.64% 0.64% 389 0 0.0% Q2 2026 Jul 23, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 40,382 1,405 0.09% 0.09% 390 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 40,380 1,405 0.03% 0.03% 391 0 0.0% Q2 2026 Jul 09, 2026
First County Bank /CT/ History No change 40,354 1,404 0.66% 0.66% 392 0 0.0% Q2 2026 Jul 02, 2026
BENJAMIN EDWARDS INC History No change 39,595 1,378 0.01% 0.01% 393 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 39,533 1,376 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 39,317 1,368 0.07% 0.07% 395 0 0.0% Q2 2026 Jul 27, 2026
Y-Intercept (Hong Kong) Ltd History No change 39,164 1,363 0.03% 0.03% 396 0 0.0% Q2 2026 Jul 13, 2026
Advocacy Wealth Management, LLC History No change 38,949 1,355 0.05% 0.05% 397 0 0.0% Q2 2026 Jul 29, 2026
LexAurum Advisors, LLC History No change 38,767 1,349 0.16% 0.16% 398 0 0.0% Q2 2026 Jul 15, 2026
Athena Investment Management History No change 38,450 1,338 0.79% 0.79% 399 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 38,342 1,334 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 11, 2026
VISIONARY HORIZONS, LLC History No change 38,166 1,328 0.56% 0.56% 401 0 0.0% Q2 2026 Jul 16, 2026
Bank of New York Mellon Corp History No change 38,046 1,324 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 06, 2026
John Boyer, Inc. History No change 37,875 1,318 1.14% 1.14% 403 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 37,781 1,315 0.06% 0.06% 404 0 0.0% Q2 2026 Jul 28, 2026
Gradient Capital Advisors, LLC History No change 37,645 1,310 0.3% 0.3% 405 0 0.0% Q2 2026 Jul 13, 2026
J. Derek Lewis & Associates Inc. History No change 37,579 1,308 0.25% 0.25% 406 0 0.0% Q2 2026 Jul 31, 2026
Chesapeake Wealth Management History No change 37,555 1,307 0.37% 0.37% 407 0 0.0% Q2 2026 Aug 13, 2026
CONDOR CAPITAL MANAGEMENT History No change 37,457 1,303 0.1% 0.1% 408 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History No change 37,822 1,300 0.04% 0.04% 409 0 0.0% Q2 2026 Jul 13, 2026
Diversify Advisory Services, LLC History No change 37,729 1,292 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 37,729 1,292 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 37,005 1,288 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 36,805 1,281 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 36,827 1,281 0.11% 0.11% 414 0 0.0% Q2 2026 Jul 27, 2026
HOEY INVESTMENTS, INC History No change 35,920 1,250 0.16% 0.16% 415 0 0.0% Q2 2026 Jul 27, 2026
Nuveen, LLC History No change 35,660 1,241 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 11, 2026
NWAM LLC History No change 35,355 1,230 0.06% 0.06% 417 0 0.0% Q2 2026 Jul 23, 2026
Pine Valley Investments Ltd Liability Co History No change 35,327 1,229 0.05% 0.05% 418 0 0.0% Q2 2026 Jul 24, 2026
OLD NATIONAL BANCORP /IN/ History No change 35,153 1,223 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 15, 2026
Haverford Trust Co History No change 34,876 1,214 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 12, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 34,440 1,198 0.56% 0.56% 421 0 0.0% Q2 2026 Jul 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 34,200 1,190 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 12, 2026
Bond & Devick Financial Network, Inc. History No change 34,080 1,186 0.29% 0.29% 423 0 0.0% Q2 2026 Jul 16, 2026
Waterford Advisors, LLC History No change 32,703 1,185 0.32% 0.32% 424 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 33,844 1,175 0.04% 0.04% 425 0 0.0% Q2 2026 Aug 12, 2026
Waterloo Capital, L.P. History No change 33,726 1,174 0.07% 0.07% 426 0 0.0% Q2 2026 Jul 29, 2026
Verum Partners LLC History No change 32,900 1,145 0.17% 0.17% 427 0 0.0% Q2 2026 Jul 22, 2026
Tactive Advisors, LLC History Reduced 34,337 1,143 0.27% 0.34% 428 -5,126 -12.99% Q3 2026 Oct 08, 2026
ARK & TLK INVESTMENTS, LLC History No change 32,559 1,133 0.28% 0.28% 429 0 0.0% Q2 2026 Jul 20, 2026
Hidden Cove Wealth Management, LLC History No change 32,377 1,127 0.62% 0.62% 430 0 0.0% Q2 2026 Jul 21, 2026
BFSG, LLC History No change 32,280 1,123 0.1% 0.1% 431 0 0.0% Q2 2026 Jul 20, 2026
PARK AVENUE SECURITIES LLC History No change 32,138 1,119 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 20, 2026
D.A. DAVIDSON & CO. History No change 31,935 1,111 0.01% 0.01% 433 0 0.0% Q2 2026 Jul 24, 2026
WBH ADVISORY INC History No change 31,934 1,111 0.07% 0.07% 434 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 31,820 1,107 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 31,566 1,098 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Retirement, LLC History No change 31,407 1,093 0.06% 0.06% 437 0 0.0% Q2 2026 Aug 12, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 31,412 1,093 1.07% 1.07% 438 0 0.0% Q2 2026 Jul 21, 2026
Beaumont Financial Advisors, LLC History No change 31,303 1,089 0.07% 0.07% 439 0 0.0% Q2 2026 Aug 04, 2026
HHM Wealth Advisors, LLC History No change 31,279 1,088 0.11% 0.11% 440 0 0.0% Q2 2026 Jul 13, 2026
IHT Wealth Management, LLC History No change 30,952 1,077 0.02% 0.02% 441 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 30,709 1,068 0.11% 0.11% 442 0 0.0% Q2 2026 Jul 16, 2026
Indivisible Partners History No change 30,700 1,068 0.06% 0.06% 443 0 0.0% Q2 2026 Aug 04, 2026
Sachetta, LLC History No change 30,489 1,061 0.52% 0.52% 444 0 0.0% Q2 2026 Jul 15, 2026
Kovack Advisors, Inc. History No change 30,700 1,056 0.05% 0.05% 445 0 0.0% Q2 2026 Jul 28, 2026
New Republic Capital, LLC History No change 30,154 1,049 0.24% 0.24% 446 0 0.0% Q2 2026 Jul 31, 2026
CM WEALTH ADVISORS LLC History No change 30,066 1,046 0.19% 0.19% 447 0 0.0% Q2 2026 Aug 10, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 30,834 1,043 0.25% 0.25% 448 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 29,812 1,037 0.14% 0.14% 449 0 0.0% Q2 2026 Jul 23, 2026
Pacific Capital Wealth Advisors, Inc. History No change 29,725 1,034 0.16% 0.16% 450 0 0.0% Q2 2026 Jul 09, 2026
Red Door Wealth Management, LLC History No change 29,561 1,029 0.09% 0.09% 451 0 0.0% Q2 2026 Jul 13, 2026
GREENLEAF TRUST History No change 29,531 1,027 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 29,474 1,025 0.04% 0.04% 453 0 0.0% Q2 2026 Aug 12, 2026
Atlas Wealth Partners, LLC History No change 29,175 1,015 1.11% 1.11% 454 0 0.0% Q2 2026 Jul 27, 2026
MassMutual Private Wealth & Trust, FSB History Added to 30,463 1,014 0.03% 0.03% 455 +1,252 4.29% Q3 2026 Oct 05, 2026
Sigma Planning Corp History No change 28,964 1,008 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 07, 2026
HUB Investment Partners, LLC History No change 28,959 1,008 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 31, 2026
Bernardo Wealth Planning LLC History No change 28,870 1,004 0.17% 0.17% 458 0 0.0% Q2 2026 Jul 27, 2026
SGL Investment Advisors, Inc. History No change 28,545 995 0.34% 0.34% 459 0 0.0% Q2 2026 Aug 11, 2026
Adelphi Trust Co History Added to 29,639 987 0.65% 0.63% 460 +2,470 9.09% Q3 2026 Oct 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 28,126 980 0.26% 0.26% 461 0 0.0% Q2 2026 Jul 30, 2026
WESTBOURNE INVESTMENTS, INC. History No change 28,078 977 0.4% 0.4% 462 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History No change 28,086 977 0.05% 0.05% 463 0 0.0% Q2 2026 Jul 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 28,034 975 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 27,793 967 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 27,780 967 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 27,717 964 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 20, 2026
Biltmore Family Office, LLC History No change 27,546 958 0.13% 0.13% 468 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 27,491 956 0.18% 0.18% 469 0 0.0% Q2 2026 Aug 11, 2026
EVERETT HARRIS & CO /CA/ History No change 27,394 953 0.01% 0.01% 470 0 0.0% Q2 2026 Aug 03, 2026
Independent Wealth Network Inc. History No change 26,718 930 0.24% 0.24% 471 0 0.0% Q2 2026 Jul 20, 2026
WPG Advisers, LLC History No change 26,675 928 0.55% 0.55% 472 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 26,586 925 0.04% 0.04% 473 0 0.0% Q2 2026 Jul 23, 2026
Piedmont Capital Management, LLC/NC History No change 26,550 924 0.56% 0.56% 474 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 26,387 918 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 14, 2026
NorthStar Asset Management LLC /NJ/ History No change 26,316 916 0.37% 0.37% 476 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 26,265 914 0.12% 0.12% 477 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Financial, llc History No change 26,320 900 0.14% 0.14% 478 0 0.0% Q2 2026 Jul 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 25,610 891 0.13% 0.13% 479 0 0.0% Q2 2026 Jul 20, 2026
Birchwood Financial Partners, Inc. History No change 25,166 876 0.72% 0.72% 480 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 24,995 870 0.02% 0.02% 481 0 0.0% Q2 2026 Jul 31, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 24,950 868 0.52% 0.52% 482 0 0.0% Q2 2026 Jul 29, 2026
SIMON QUICK ADVISORS, LLC History No change 24,935 867 0.04% 0.04% 483 0 0.0% Q2 2026 Jul 28, 2026
GREENWOOD GEARHART LLC History No change 24,790 862 0.04% 0.04% 484 0 0.0% Q2 2026 Jul 24, 2026
Qube Research & Technologies Ltd History No change 24,755 861 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 24,590 855 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 14, 2026
Fortitude Advisory Group L.L.C. History No change 24,481 852 0.33% 0.33% 487 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL SECURITIES, INC. History No change 24,456 851 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 04, 2026
Grey Ledge Advisors, LLC History No change 24,302 845 0.17% 0.17% 489 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 24,237 843 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Management Group History No change 24,210 842 0.16% 0.16% 491 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 24,210 842 0.12% 0.12% 492 0 0.0% Q2 2026 Aug 03, 2026
FF Advisors,LLC History No change 24,168 841 0.31% 0.31% 493 0 0.0% Q2 2026 Jul 29, 2026
Mayfair Advisory Group, LLC History No change 24,507 839 0.25% 0.25% 494 0 0.0% Q2 2026 Aug 11, 2026
MidAtlantic Capital Management, Inc. History No change 23,994 835 0.52% 0.52% 495 0 0.0% Q2 2026 Aug 10, 2026
Lantz Financial LLC History No change 23,971 834 0.15% 0.15% 496 0 0.0% Q2 2026 Jul 09, 2026
First Western Trust Bank History No change 23,819 829 0.04% 0.04% 497 0 0.0% Q2 2026 Jul 29, 2026
Knuff & Co LLC History No change 23,700 825 0.21% 0.21% 498 0 0.0% Q2 2026 Aug 10, 2026
Texas Yale Capital Corp. History No change 23,579 820 0.02% 0.02% 499 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 23,566 820 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 23,485 817 0.06% 0.06% 501 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 23,416 815 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 14, 2026
Pinion Investment Advisors, LLC History No change 23,344 812 0.15% 0.15% 503 0 0.0% Q2 2026 Aug 06, 2026
Synergy Investment Management, LLC History No change 24,028 811 0.2% 0.2% 504 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 22,805 793 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 13, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 22,683 789 0.43% 0.43% 506 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 22,657 788 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
AIRE ADVISORS, LLC History No change 22,570 785 0.13% 0.13% 508 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 22,507 783 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 22,444 781 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 23, 2026
Facet Wealth, Inc. History No change 22,444 781 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 27, 2026
FIRST AMERICAN TRUST, FSB History No change 22,390 779 0.05% 0.05% 512 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 22,384 779 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History No change 23,035 778 0.26% 0.26% 514 0 0.0% Q2 2026 Jul 21, 2026
Marquette Asset Management, LLC History No change 22,246 774 0.1% 0.1% 515 0 0.0% Q2 2026 Jul 09, 2026
Northwest Quadrant Wealth Management, LLC History No change 22,211 773 0.14% 0.14% 516 0 0.0% Q2 2026 Aug 13, 2026
Womack Financial LLC History No change 22,098 769 0.51% 0.51% 517 0 0.0% Q2 2026 Aug 13, 2026
Milestone Investment Advisors LLC History No change 22,084 768 0.17% 0.17% 518 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 22,028 766 0.04% 0.04% 519 0 0.0% Q2 2026 Jul 21, 2026
Blue Trust, Inc. History No change 22,003 765 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 21, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 21,625 752 0.06% 0.06% 521 0 0.0% Q2 2026 Jul 28, 2026
Marks Group Wealth Management, Inc History No change 21,558 750 0.07% 0.07% 522 0 0.0% Q2 2026 Jul 27, 2026
Spartan Wealth Advisory Services LLC History No change 21,460 747 0.06% 0.06% 523 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Capital Advisors LLC History No change 21,443 746 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 12, 2026
Bullock Wealth Management Group History No change 21,652 745 0.32% 0.32% 525 0 0.0% Q2 2026 Aug 19, 2026
Ring Mountain Capital, LLC History No change 21,340 742 0.31% 0.31% 526 0 0.0% Q2 2026 Aug 11, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 21,279 740 0.14% 0.14% 527 0 0.0% Q2 2026 Aug 13, 2026
Rockwood Wealth Management, LLC History No change 21,275 740 0.05% 0.05% 528 0 0.0% Q2 2026 Jul 13, 2026
VSM Wealth Advisory, LLC History No change 21,037 732 0.19% 0.19% 529 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 21,002 731 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 10, 2026
Alesco Advisors, LLC, An ESL Co History No change 20,937 728 0.02% 0.02% 531 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 20,705 720 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 10, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 20,409 710 1.11% 1.11% 533 0 0.0% Q2 2026 Aug 11, 2026
Uptown Financial Advisors LLC History No change 20,352 708 0.47% 0.47% 534 0 0.0% Q2 2026 Jul 10, 2026
BRIGHTON JONES LLC History No change 20,193 702 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 11, 2026
Resolute Advisors LLC History No change 20,191 702 0.17% 0.17% 536 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 20,059 698 0.03% 0.03% 537 0 0.0% Q2 2026 Aug 14, 2026
HMV Wealth Advisors, LLC History No change 19,992 695 0.27% 0.27% 538 0 0.0% Q2 2026 Jul 13, 2026
Joule Financial, LLC History No change 19,932 693 0.19% 0.19% 539 0 0.0% Q2 2026 Jul 15, 2026
Peregrine Asset Advisers, Inc. History No change 19,865 691 0.15% 0.15% 540 0 0.0% Q2 2026 Aug 10, 2026
Center for Financial Planning, Inc. History No change 19,879 691 0.06% 0.06% 541 0 0.0% Q2 2026 Jul 21, 2026
ATLAS CAPITAL ADVISORS INC. History No change 19,752 687 0.08% 0.08% 542 0 0.0% Q2 2026 Aug 13, 2026
Investments & Financial Planning, LLC History No change 19,748 687 0.33% 0.33% 543 0 0.0% Q2 2026 Aug 12, 2026
SENTINEL PENSION ADVISORS, LLC History No change 20,274 685 0.09% 0.09% 544 0 0.0% Q2 2026 Jul 23, 2026
Gilbert & Cook, Inc. History No change 19,677 684 0.08% 0.08% 545 0 0.0% Q2 2026 Jul 28, 2026
Obermeyer Wealth Partners History No change 19,349 673 0.03% 0.03% 546 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 19,338 673 0.01% 0.01% 547 0 0.0% Q2 2026 Jul 27, 2026
WNY Asset Management, LLC History No change 19,340 673 0.06% 0.06% 548 0 0.0% Q2 2026 Aug 17, 2026
Dorsey & Whitney Trust CO LLC History No change 19,080 664 0.03% 0.03% 549 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 19,038 662 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 27, 2026
Seneschal Advisors, LLC History No change 18,964 660 0.45% 0.45% 551 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 18,827 655 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 30, 2026
SkyOak Wealth, LLC History No change 18,744 652 0.11% 0.11% 553 0 0.0% Q2 2026 Jul 30, 2026
Livet Wealth, LLC History No change 18,646 649 0.37% 0.37% 554 0 0.0% Q2 2026 Jul 28, 2026
LWM ADVISORS INC History Added to 19,454 648 0.49% 0.3% 555 +7,925 68.74% Q3 2026 Oct 08, 2026
Fonville Wealth Management LLC History No change 18,581 646 0.11% 0.11% 556 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 18,458 642 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 18,392 640 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 05, 2026
CARRET ASSET MANAGEMENT, LLC History No change 18,283 636 0.06% 0.06% 559 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 18,210 633 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 28, 2026
Radnor Capital Management, LLC History No change 18,210 633 0.09% 0.09% 561 0 0.0% Q2 2026 Jul 16, 2026
NorthRock Partners, LLC History No change 18,081 629 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 18,227 627 0.04% 0.04% 563 0 0.0% Q2 2026 Jul 22, 2026
Elm Partners Management LLC History No change 17,900 623 0.02% 0.02% 564 0 0.0% Q2 2026 Oct 07, 2026
LongView Wealth Management History No change 17,881 622 0.16% 0.16% 565 0 0.0% Q2 2026 Jul 17, 2026
Goldstein Advisors, LLC History No change 17,788 619 0.06% 0.06% 566 0 0.0% Q2 2026 Jul 20, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 17,756 618 0.14% 0.14% 567 0 0.0% Q2 2026 Aug 14, 2026
Retireful, LLC History No change 17,760 618 0.58% 0.58% 568 0 0.0% Q2 2026 Jul 22, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 17,704 616 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 17,278 601 0.08% 0.08% 570 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 16,931 589 0.02% 0.02% 571 0 0.0% Q2 2026 Jul 09, 2026
Basepoint Wealth LLC History No change 16,885 587 0.34% 0.34% 572 0 0.0% Q2 2026 Aug 10, 2026
Lynx Investment Advisory History No change 16,342 568 0.19% 0.19% 573 0 0.0% Q2 2026 Jul 27, 2026
Cascade Investment Advisors, Inc. History No change 16,190 563 0.31% 0.31% 574 0 0.0% Q2 2026 Jul 15, 2026
Smith Salley Wealth Management History No change 16,042 558 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 23, 2026
WMG Financial Advisors, LLC History No change 15,985 556 0.21% 0.21% 576 0 0.0% Q2 2026 Jul 23, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 16,651 554 0.17% 0.2% 577 -1,717 -9.35% Q3 2026 Oct 01, 2026
Wealth Preservation Advisors, LLC History No change 15,920 554 0.32% 0.32% 578 0 0.0% Q2 2026 Aug 14, 2026
TruNorth Capital Management, LLC History No change 15,885 552 0.09% 0.09% 579 0 0.0% Q2 2026 Jul 23, 2026
Vawter Financial, Ltd. History No change 15,854 551 0.21% 0.21% 580 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 15,826 550 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 15,788 549 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 04, 2026
Brickley Wealth Management History No change 15,723 547 0.08% 0.08% 583 0 0.0% Q2 2026 Jul 13, 2026
American Investment Services, Inc. History No change 15,663 545 0.12% 0.12% 584 0 0.0% Q2 2026 Aug 12, 2026
Soltis Investment Advisors LLC History No change 15,610 543 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 31, 2026
THEORY FINANCIAL LLC History No change 15,618 543 0.17% 0.17% 586 0 0.0% Q2 2026 Jul 31, 2026
VISTA CAPITAL PARTNERS, INC. History No change 15,327 533 0.05% 0.05% 587 0 0.0% Q2 2026 Jul 23, 2026
Geometric Wealth Advisors History No change 15,296 532 0.06% 0.06% 588 0 0.0% Q2 2026 Aug 11, 2026
Fortune Financial Group, Inc. History No change 15,271 531 0.42% 0.42% 589 0 0.0% Q2 2026 Jul 24, 2026
Payne Capital LLC History No change 15,162 527 0.44% 0.44% 590 0 0.0% Q2 2026 Aug 11, 2026
Wealth Dimensions Group, Ltd. History No change 15,114 526 0.09% 0.09% 591 0 0.0% Q2 2026 Jul 22, 2026
Blueprint Financial Advisors LLC History No change 15,068 524 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 15,040 523 0.07% 0.07% 593 0 0.0% Q2 2026 Jul 16, 2026
Valmark Advisers, Inc. History No change 14,854 517 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 15,024 515 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 27, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 14,805 515 0.05% 0.05% 596 0 0.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History No change 14,756 513 0.02% 0.02% 597 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 14,637 509 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 03, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 14,549 506 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 11, 2026
OARSMAN CAPITAL, INC. History No change 14,328 498 0.05% 0.05% 600 0 0.0% Q2 2026 Aug 07, 2026
Schwallier Wealth Management LLC History No change 14,293 497 0.31% 0.31% 601 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 14,269 496 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 05, 2026
Diversified Investment Strategies, LLC History No change 14,198 494 0.32% 0.32% 603 0 0.0% Q2 2026 Jul 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 14,200 494 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 31, 2026
Western Wealth Management, LLC History No change 14,174 493 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 14, 2026
Lakeridge Wealth Management LLC History No change 14,183 493 0.18% 0.18% 606 0 0.0% Q2 2026 Jul 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 14,147 492 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 14,051 489 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 18, 2026
COOPER/HAIMS ADVISORS, LLC History No change 14,030 488 0.21% 0.21% 609 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 13,998 487 0.04% 0.04% 610 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Legacy Advisors, LLC History No change 13,953 485 0.16% 0.16% 611 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 13,929 484 0.03% 0.03% 612 0 0.0% Q2 2026 Aug 17, 2026
FLC Capital Advisors History No change 13,833 481 0.08% 0.08% 613 0 0.0% Q2 2026 Jul 20, 2026
Traveka Wealth, LLC History No change 13,805 480 0.16% 0.16% 614 0 0.0% Q2 2026 Jul 21, 2026
SageView Advisory Group, LLC History No change 13,785 479 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 10, 2026
SACHEM HILL LLC History No change 13,736 478 0.08% 0.08% 616 0 0.0% Q2 2026 Aug 10, 2026
Columbia River Financial Group, LLC History No change 13,569 472 0.25% 0.25% 617 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 13,492 469 0.03% 0.03% 618 0 0.0% Q2 2026 Aug 12, 2026
ASSOCIATED BANC-CORP History No change 13,446 468 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 31, 2026
Westmount Partners, LLC History No change 13,277 462 0.1% 0.1% 620 0 0.0% Q2 2026 Jul 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 13,258 461 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 15, 2026
SCS Capital Management LLC History No change 13,238 460 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 06, 2026
Meredith Wealth Planning History No change 13,224 460 0.11% 0.11% 623 0 0.0% Q2 2026 Jul 24, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 13,000 453 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 12,975 451 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History No change 12,855 447 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 12, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 12,816 446 0.1% 0.1% 627 0 0.0% Q2 2026 Aug 11, 2026
Verdence Capital Advisors LLC History No change 12,731 443 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 29, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 13,283 442 0.09% 0.09% 629 +146 1.11% Q3 2026 Oct 05, 2026
Trust Point Inc. History No change 12,686 441 0.04% 0.04% 630 0 0.0% Q2 2026 Jul 08, 2026
Stone Summit Wealth LLC History No change 12,590 438 0.11% 0.11% 631 0 0.0% Q2 2026 Jul 23, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 12,607 438 0.24% 0.24% 632 0 0.0% Q2 2026 Jul 20, 2026
Allied Investment Advisors, LLC History No change 12,439 433 0.05% 0.05% 633 0 0.0% Q2 2026 Jul 20, 2026
Joseph P. Lucia & Associates, LLC History No change 12,450 433 0.13% 0.13% 634 0 0.0% Q2 2026 Aug 07, 2026
Advisory Alpha, LLC History No change 12,414 432 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 11, 2026
Mengis Capital Management, Inc. History No change 12,437 432 0.07% 0.07% 636 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Advisors Inc. History No change 12,401 431 0.07% 0.07% 637 0 0.0% Q2 2026 Jul 16, 2026
Bryn Mawr Trust Advisors, LLC History No change 12,365 430 0.02% 0.02% 638 0 0.0% Q2 2026 Aug 03, 2026
KINTRA WEALTH, LLC History No change 12,147 429 0.02% 0.02% 639 0 0.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History No change 12,264 426 0.22% 0.22% 640 0 0.0% Q2 2026 Aug 10, 2026
Abacus Planning Group, Inc. History No change 12,202 424 0.05% 0.05% 641 0 0.0% Q2 2026 Jul 20, 2026
Kelman-Lazarov, Inc. History No change 12,198 424 0.06% 0.06% 642 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 12,188 424 0.17% 0.17% 643 0 0.0% Q2 2026 Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 12,156 423 0.28% 0.28% 644 0 0.0% Q2 2026 Aug 05, 2026
Chesley Taft & Associates LLC History No change 12,130 422 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 08, 2026
CHAPIN DAVIS, INC. History No change 12,110 421 0.07% 0.07% 646 0 0.0% Q2 2026 Jul 07, 2026
QUARRY HILL ADVISORS, LLC History No change 12,120 421 0.16% 0.16% 647 0 0.0% Q2 2026 Jul 27, 2026
Florida Trust Wealth Management Co History No change 12,024 418 0.01% 0.01% 648 0 0.0% Q2 2026 Jul 27, 2026
CENTAURUS FINANCIAL, INC. History No change 11,919 415 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 17, 2026
Orion Porfolio Solutions, LLC History No change 11,838 412 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 14, 2026
Elm3 Financial Group, LLC History Added to 12,274 408 0.27% 0.29% 651 +205 1.7% Q3 2026 Oct 07, 2026
Aurora Private Wealth, Inc. History No change 11,665 406 0.26% 0.26% 652 0 0.0% Q2 2026 Jul 21, 2026
Fidelis Wealth Advisors LLC History No change 11,654 405 0.61% 0.61% 653 0 0.0% Q2 2026 Aug 13, 2026
MAYPORT, LLC History No change 11,603 403 0.06% 0.06% 654 0 0.0% Q2 2026 Aug 07, 2026
Evelyn Partners Group Ltd History No change 11,233 402 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 11,457 398 0.07% 0.07% 656 0 0.0% Q2 2026 Aug 14, 2026
Austin Asset Management Co Inc History No change 11,439 398 0.06% 0.06% 657 0 0.0% Q2 2026 Jul 31, 2026
Schrum Private Wealth Management LLC History No change 5,361 397 0.41% 0.41% 658 0 0.0% Q2 2026 Aug 10, 2026
AIMZ Investment Advisors, LLC History No change 11,400 396 0.11% 0.11% 659 0 0.0% Q2 2026 Aug 13, 2026
MB Generational Wealth, LLC History No change 11,382 396 0.19% 0.19% 660 0 0.0% Q2 2026 Jul 31, 2026
Global Wealth Strategies & Associates History Reduced 11,829 394 0.07% 0.08% 661 -132 -1.1% Q3 2026 Oct 01, 2026
Tandem Financial, LLC History No change 11,213 390 0.12% 0.12% 662 0 0.0% Q2 2026 Aug 13, 2026
Mirador Capital Partners LP History No change 11,192 389 0.05% 0.05% 663 0 0.0% Q2 2026 Jul 07, 2026
Fortis Capital Management LLC History No change 11,089 386 0.04% 0.04% 664 0 0.0% Q2 2026 Aug 12, 2026
PUREfi Wealth, LLC History No change 11,095 386 0.21% 0.21% 665 0 0.0% Q2 2026 Jul 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,064 385 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 11,080 385 0.18% 0.18% 667 0 0.0% Q2 2026 Jul 17, 2026
SeaBridge Investment Advisors LLC History No change 11,040 384 0.06% 0.06% 668 0 0.0% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History No change 11,056 384 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 12, 2026
Maridea Wealth Management LLC History No change 11,050 384 0.04% 0.04% 670 0 0.0% Q2 2026 Aug 06, 2026
Madden Advisory Services, Inc. History No change 10,955 381 0.14% 0.14% 671 0 0.0% Q2 2026 Aug 04, 2026
G&S Capital LLC History No change 10,953 381 0.11% 0.11% 672 0 0.0% Q2 2026 Jul 10, 2026
Curi Capital, LLC History No change 10,933 380 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 14, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 10,859 378 0.16% 0.16% 674 0 0.0% Q2 2026 Jul 16, 2026
Financial Synergies Wealth Advisors, Inc. History No change 10,846 377 0.03% 0.03% 675 0 0.0% Q2 2026 Jul 17, 2026
Archvest Wealth Advisors, Inc. History No change 10,804 376 0.22% 0.22% 676 0 0.0% Q2 2026 Jul 27, 2026
Sterling Wealth Advisors Inc History No change 10,780 375 0.2% 0.2% 677 0 0.0% Q2 2026 Jul 23, 2026
DecisionMap Wealth Management, LLC History No change 10,732 373 0.21% 0.21% 678 0 0.0% Q2 2026 Jul 21, 2026
Milestone Asset Management Group, LLC History No change 10,648 370 0.19% 0.19% 679 0 0.0% Q2 2026 Jul 30, 2026
CWA Asset Management Group, LLC History No change 10,511 365 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Advisors, LLC History No change 10,466 364 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 06, 2026
Disciplined Investors, L.L.C. History No change 10,401 362 0.18% 0.18% 682 0 0.0% Q2 2026 Aug 11, 2026
Hardin Capital Partners, LLC History No change 10,276 358 0.17% 0.17% 683 0 0.0% Q2 2026 Jul 07, 2026
Bragg Financial Advisors, Inc History No change 10,245 356 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 10,208 355 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 10, 2026
Guardian Asset Advisors, LLC History No change 10,159 353 0.16% 0.16% 686 0 0.0% Q2 2026 Jul 21, 2026
Code Waechter LLC History No change 10,166 353 0.18% 0.18% 687 0 0.0% Q2 2026 Jul 31, 2026
WEALTHSPAN PARTNERS, LLC History No change 10,031 349 0.11% 0.11% 688 0 0.0% Q2 2026 Aug 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 9,995 347 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 07, 2026
Shearwater Capital LLC History No change 9,992 347 0.17% 0.17% 690 0 0.0% Q2 2026 Jul 08, 2026
Bensler, LLC History No change 9,806 341 0.03% 0.03% 691 0 0.0% Q2 2026 Jul 23, 2026
Forza Wealth Management, LLC History No change 9,768 340 0.1% 0.1% 692 0 0.0% Q2 2026 Jul 17, 2026
Evanson Financial, LLC History No change 9,771 340 0.02% 0.02% 693 0 0.0% Q2 2026 Jul 07, 2026
Waterfront Wealth Inc. History No change 9,846 338 0.05% 0.05% 694 0 0.0% Q2 2026 Jul 30, 2026
IF Advisors, LLC History No change 9,680 336 0.22% 0.22% 695 0 0.0% Q2 2026 Aug 13, 2026
Front Row Advisors LLC History No change 9,602 335 0.1% 0.1% 696 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Financial Group, Inc. History No change 9,642 335 0.05% 0.05% 697 0 0.0% Q2 2026 Jul 24, 2026
CCG WEALTH MANAGEMENT, LLC History No change 9,598 334 0.08% 0.08% 698 0 0.0% Q2 2026 Aug 07, 2026
Marble Wealth, LLC History No change 9,604 334 0.05% 0.05% 699 0 0.0% Q2 2026 Aug 07, 2026
Crescent Sterling, Ltd. History No change 9,511 331 0.3% 0.3% 700 0 0.0% Q2 2026 Jul 07, 2026
Bellwether Advisors, LLC History No change 9,473 329 0.05% 0.05% 701 0 0.0% Q2 2026 Aug 13, 2026
Parkwoods Wealth Partners, LLC History No change 9,336 324 0.05% 0.05% 702 0 0.0% Q2 2026 Jul 27, 2026
Truepoint, Inc. History No change 9,281 323 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 31, 2026
DHJJ Financial Advisors, Ltd. History No change 9,286 323 0.09% 0.09% 704 0 0.0% Q2 2026 Jul 24, 2026
Acropolis Investment Management, LLC History No change 9,684 322 0.01% 0.01% 705 0 0.0% Q3 2026 Oct 08, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 9,247 321 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 10, 2026
TrustWell Financial Advisors, LLC History No change 9,225 321 0.27% 0.27% 707 0 0.0% Q2 2026 Jul 22, 2026
Accelerate Investment Advisors LLC History No change 9,201 320 0.18% 0.18% 708 0 0.0% Q2 2026 Aug 12, 2026
Frisch Financial Group, Inc. History No change 9,174 319 0.05% 0.05% 709 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 9,185 319 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 23, 2026
BECK MACK & OLIVER LLC History No change 9,134 317 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 9,045 314 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 29, 2026
ZWJ INVESTMENT COUNSEL INC History No change 9,014 313 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 16, 2026
IAG Wealth Partners, LLC History No change 9,000 313 0.03% 0.03% 714 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ADVISERS INC History No change 8,970 312 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 8,961 311 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 8,960 311 0.06% 0.06% 717 0 0.0% Q2 2026 Aug 11, 2026
Clark Wealth Partners History No change 8,960 311 0.18% 0.18% 718 0 0.0% Q2 2026 Jul 28, 2026
MANNING & NAPIER ADVISORS LLC History No change 8,910 310 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 8,914 310 0.1% 0.1% 720 0 0.0% Q2 2026 Jul 29, 2026
TCI Wealth Advisors, Inc. History No change 8,868 308 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 29, 2026
Stonebrook Private Inc. History No change 8,862 308 0.06% 0.06% 722 0 0.0% Q2 2026 Aug 14, 2026
Millennium Capital Advisors, LLC History No change 8,851 308 0.17% 0.17% 723 0 0.0% Q2 2026 Jul 28, 2026
GLENMEDE TRUST CO NA History No change 8,804 306 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 10, 2026
Revolve Wealth Partners, LLC History No change 8,701 302 0.03% 0.03% 725 0 0.0% Q2 2026 Jul 09, 2026
Aspen Investment Management Inc History No change 8,659 301 0.08% 0.08% 726 0 0.0% Q2 2026 Jul 17, 2026
Integrity Advisory Solutions, LLC History No change 8,595 299 0.03% 0.03% 727 0 0.0% Q2 2026 Jul 31, 2026
Clark Asset Management, LLC History No change 8,617 299 0.02% 0.02% 728 0 0.0% Q2 2026 Jul 07, 2026
TCFG Investment Advisors, LLC History No change 8,508 296 0.1% 0.1% 729 0 0.0% Q2 2026 Jul 17, 2026
Matisse Capital History No change 8,503 295 0.12% 0.12% 730 0 0.0% Q2 2026 Aug 12, 2026
Focused Wealth Management, Inc History No change 8,419 293 0.03% 0.03% 731 0 0.0% Q2 2026 Aug 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 8,348 290 0.02% 0.02% 732 0 0.0% Q2 2026 Jul 16, 2026
Harbor Asset Planning, Inc. History No change 8,338 290 0.22% 0.22% 733 0 0.0% Q2 2026 Jul 22, 2026
Lutz Financial Services LLC History No change 8,275 288 0.02% 0.02% 734 0 0.0% Q2 2026 Aug 05, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 8,247 287 0.08% 0.08% 735 0 0.0% Q2 2026 Jul 16, 2026
Diversified Trust Co History No change 8,227 286 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 17, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 8,219 286 0.17% 0.17% 737 0 0.0% Q2 2026 Jul 28, 2026
WEDBUSH SECURITIES INC History No change 8,161 284 0.01% 0.01% 738 0 0.0% Q2 2026 Jul 28, 2026
Essex LLC History No change 8,179 284 0.04% 0.04% 739 0 0.0% Q2 2026 Jul 24, 2026
SEEDS INVESTOR LLC History No change 8,179 284 0.03% 0.03% 740 0 0.0% Q2 2026 Aug 12, 2026
RBA Wealth Management, LLC History No change 8,140 283 0.1% 0.1% 741 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 8,144 283 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 23, 2026
MONECO ADVISORS, LLC History No change 8,128 282 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 11, 2026
Aprio Wealth Management, LLC History No change 8,127 282 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 24, 2026
ADVOCATE GROUP LLC History No change 8,100 281 0.04% 0.04% 745 0 0.0% Q2 2026 Jul 17, 2026
HILL ISLAND FINANCIAL LLC History No change 8,096 281 0.06% 0.06% 746 0 0.0% Q2 2026 Aug 11, 2026
GS Investments, Inc. History No change 8,057 280 0.2% 0.2% 747 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 8,008 278 0.15% 0.15% 748 0 0.0% Q2 2026 Aug 10, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 7,959 277 0.04% 0.04% 749 0 0.0% Q2 2026 Jul 20, 2026
Acorn Wealth Advisors, LLC History No change 7,966 277 0.07% 0.07% 750 0 0.0% Q2 2026 Jul 30, 2026
Strategic Financial Concepts, LLC History No change 7,956 276 0.08% 0.08% 751 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 7,883 274 0.02% 0.02% 752 0 0.0% Q2 2026 Sep 15, 2026
Advyzon Investment Management, LLC History No change 7,875 274 0.02% 0.02% 753 0 0.0% Q2 2026 Aug 14, 2026
Forefront Wealth Partners, LLC History No change 7,885 274 0.08% 0.08% 754 0 0.0% Q2 2026 Aug 20, 2026
DAVENPORT & Co LLC History No change 7,861 273 0.0% 0.0% 755 0 0.0% Q2 2026 Jul 13, 2026
Carnegie Investment Counsel History No change 7,858 273 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 30, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 7,825 272 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 03, 2026
Parkside Financial Bank & Trust History No change 7,836 272 0.02% 0.02% 758 0 0.0% Q2 2026 Sep 04, 2026
Granite Bay Wealth Management, LLC History No change 7,792 271 0.02% 0.02% 759 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 7,758 270 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 22, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 7,727 268 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 7,725 268 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 06, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 7,688 267 0.1% 0.1% 763 0 0.0% Q2 2026 Jul 21, 2026
Perissos Private Wealth Management, LLC History No change 7,698 267 0.18% 0.18% 764 0 0.0% Q2 2026 Aug 13, 2026
LEGACY SOLUTIONS, LLC History Reduced 8,004 266 0.2% 0.22% 765 -4 -0.05% Q3 2026 Oct 07, 2026
William Howard & Co Financial Advisors Inc History No change 7,630 265 0.21% 0.21% 766 0 0.0% Q2 2026 Jul 09, 2026
LANDAAS & CO /WI /ADV History No change 7,600 264 0.05% 0.05% 767 0 0.0% Q2 2026 Jul 21, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 7,593 264 0.17% 0.17% 768 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 7,540 262 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 13, 2026
25 LLC History No change 7,490 260 0.07% 0.07% 770 0 0.0% Q2 2026 Jul 28, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 7,459 259 0.03% 0.03% 771 0 0.0% Q2 2026 Jul 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 7,434 258 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 10, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 7,389 257 0.26% 0.26% 773 0 0.0% Q2 2026 Jul 31, 2026
Synergy Financial Group, LTD History No change 7,398 257 0.18% 0.18% 774 0 0.0% Q2 2026 Aug 04, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 7,366 256 0.14% 0.14% 775 0 0.0% Q2 2026 Jul 23, 2026
Legacy Edge Advisors, LLC History No change 7,373 256 0.02% 0.02% 776 0 0.0% Q2 2026 Aug 11, 2026
Carolina Wealth Management Inc History No change 7,360 256 0.12% 0.12% 777 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 7,327 255 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 07, 2026
PENNINGTON PARTNERS & CO., LLC History No change 7,338 255 0.08% 0.08% 779 0 0.0% Q2 2026 Aug 14, 2026
Sunrise Financial Services, LLC History No change 7,327 255 0.15% 0.15% 780 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 7,300 254 0.05% 0.05% 781 0 0.0% Q2 2026 Jul 15, 2026
Rockbridge Investment Management, LCC History No change 7,296 253 0.02% 0.02% 782 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,287 253 0.0% 0.0% 783 0 0.0% Q2 2026 Sep 23, 2026
Signature Equity Partners, LLC History No change 7,273 253 0.12% 0.12% 784 0 0.0% Q2 2026 Jul 30, 2026
Mainsail Financial Group, LLC History No change 7,210 250 0.08% 0.08% 785 0 0.0% Q2 2026 Jul 15, 2026
Bell Investment Advisors, Inc History No change 7,096 247 0.04% 0.04% 786 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 7,071 246 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 12, 2026
Hills Bank & Trust Co History No change 7,070 246 0.01% 0.01% 788 0 0.0% Q2 2026 Aug 10, 2026
CORE WEALTH ADVISORS, LLC History No change 7,090 246 0.18% 0.18% 789 0 0.0% Q2 2026 Aug 04, 2026
Leading Edge Financial Planning LLC History No change 7,060 245 0.04% 0.04% 790 0 0.0% Q2 2026 Aug 06, 2026
Claro Advisors Inc. History No change 7,026 244 0.03% 0.03% 791 0 0.0% Q2 2026 Jul 30, 2026
Fearless Solutions, LLC dba Best Invest History No change 7,006 243 0.13% 0.13% 792 0 0.0% Q2 2026 Jul 21, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 6,936 241 0.03% 0.03% 793 0 0.0% Q2 2026 Jul 24, 2026
GDS Wealth Management History No change 6,932 241 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 13, 2026
Praetorian Wealth Management, Inc. History No change 6,901 240 0.04% 0.04% 795 0 0.0% Q2 2026 Jul 07, 2026
GAMMA Investing LLC History No change 7,223 240 0.01% 0.01% 796 0 0.0% Q3 2026 Oct 08, 2026
Joel Isaacson & Co., LLC History No change 6,889 239 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 04, 2026
EARNED WEALTH ADVISORS, LLC History No change 6,870 239 0.02% 0.02% 798 0 0.0% Q2 2026 Aug 14, 2026
Serenus Wealth Advisors, LLC History No change 6,891 239 0.04% 0.04% 799 0 0.0% Q2 2026 Aug 05, 2026
CVFG LLC History No change 6,858 238 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 11, 2026
Wealth Management Nebraska History No change 6,798 236 0.02% 0.02% 801 0 0.0% Q2 2026 Jul 27, 2026
SALEM INVESTMENT COUNSELORS INC History No change 6,765 235 0.01% 0.01% 802 0 0.0% Q2 2026 Jul 14, 2026
APPLETON PARTNERS INC/MA History No change 6,727 234 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 21, 2026
Crestwood Advisors Group, LLC History No change 6,738 234 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 03, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 6,749 234 0.13% 0.13% 805 0 0.0% Q2 2026 Aug 10, 2026
Planned Solutions, Inc. History No change 6,696 233 0.07% 0.07% 806 0 0.0% Q2 2026 Jul 13, 2026
Fort Vancouver Investment Management, LLC History No change 6,711 233 0.11% 0.11% 807 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 6,690 232 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 15, 2026
Legacy Financial Group LLC History No change 6,642 231 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 05, 2026
FIRST FOUNDATION ADVISORS History No change 6,612 230 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Capital, LLC History No change 6,885 229 0.01% 0.01% 811 0 0.0% Q3 2026 Oct 08, 2026
GoalVest Advisory LLC History No change 6,873 228 0.04% 0.04% 812 0 0.0% Q3 2026 Oct 02, 2026
FSA Advisors, Inc. History No change 6,638 228 0.1% 0.1% 813 0 0.0% Q2 2026 Aug 17, 2026
SAXON INTERESTS, INC. History No change 6,552 228 0.06% 0.06% 814 0 0.0% Q2 2026 Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 6,554 228 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 6,503 226 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 16, 2026
B & T Capital Management DBA Alpha Capital Management History No change 6,472 225 0.03% 0.03% 817 0 0.0% Q2 2026 Aug 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 6,399 222 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 04, 2026
Resurgent Financial Advisors LLC History No change 6,382 222 0.06% 0.06% 819 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 6,362 221 0.01% 0.01% 820 0 0.0% Q2 2026 Aug 11, 2026
Legacy Bridge, LLC History No change 6,341 220 0.07% 0.07% 821 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 6,338 220 0.15% 0.15% 822 0 0.0% Q2 2026 Jul 27, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 6,300 219 0.04% 0.04% 823 0 0.0% Q2 2026 Jul 08, 2026
Evolution Advisers, Inc. History No change 6,306 219 0.08% 0.08% 824 0 0.0% Q2 2026 Jul 31, 2026
WEST PACES ADVISORS INC. History No change 6,300 219 0.04% 0.04% 825 0 0.0% Q2 2026 Jul 17, 2026
PCM Encore, LLC History No change 6,310 219 0.04% 0.04% 826 0 0.0% Q2 2026 Aug 11, 2026
Range Advisory, LLC History No change 6,278 218 0.03% 0.03% 827 0 0.0% Q2 2026 Sep 02, 2026
Spire Wealth Management History No change 6,219 216 0.01% 0.01% 828 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Advisors, LLC History No change 6,227 216 0.02% 0.02% 829 0 0.0% Q2 2026 Jul 31, 2026
Northwest Bancshares, Inc. History No change 6,195 215 0.04% 0.04% 830 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 6,183 215 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 27, 2026
Western Reserve Capital Management, LLC History No change 6,201 215 0.16% 0.16% 832 0 0.0% Q2 2026 Jul 21, 2026
VALLEY NATIONAL ADVISERS INC History No change 6,160 214 0.02% 0.02% 833 0 0.0% Q2 2026 Jul 29, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 6,152 214 0.12% 0.12% 834 0 0.0% Q2 2026 Aug 05, 2026
Silver Oak Advisory Group, Inc. History No change 6,138 213 0.08% 0.08% 835 0 0.0% Q2 2026 Jul 31, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 6,102 212 0.05% 0.05% 836 0 0.0% Q2 2026 Jul 15, 2026
Wealthfront Advisers LLC History No change 6,072 211 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 07, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 6,316 210 0.05% 0.05% 838 -230 -3.51% Q3 2026 Oct 06, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 6,276 209 0.13% 0.13% 839 0 0.0% Q3 2026 Oct 07, 2026
Marotta Asset Management History Reduced 6,245 208 0.04% 0.04% 843 -57 -0.9% Q3 2026 Oct 02, 2026
CAPITAL ADVISORS INC/OK History No change 6,000 208 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 22, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 5,977 208 0.02% 0.02% 841 0 0.0% Q2 2026 Jul 13, 2026
Baldwin Investment Management, LLC History No change 5,997 208 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 28, 2026
BAXTER BROS INC History No change 5,975 207 0.02% 0.02% 844 0 0.0% Q2 2026 Aug 06, 2026
JSF Financial, LLC History No change 5,952 207 0.03% 0.03% 845 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 5,939 206 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 5,917 205 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 06, 2026
Balanced Rock Investment Advisors LLC History No change 5,887 204 0.13% 0.13% 848 0 0.0% Q2 2026 Aug 14, 2026
Osprey Private Wealth LLC History No change 5,853 203 0.05% 0.05% 849 0 0.0% Q2 2026 Aug 03, 2026
TFB Advisors LLC History No change 5,799 201 0.09% 0.09% 850 0 0.0% Q2 2026 Aug 06, 2026
Fifth Third Wealth Advisors LLC History No change 5,769 200 0.01% 0.01% 851 0 0.0% Q2 2026 Jul 17, 2026
Strata Wealth Advisors, LLC History No change 5,748 200 0.05% 0.05% 852 0 0.0% Q2 2026 Aug 05, 2026
Envision Financial LLC History No change 5,762 200 0.09% 0.09% 853 0 0.0% Q2 2026 Jul 10, 2026
Sage Mountain Advisors LLC History No change 5,370 186 0.01% 0.01% 854 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 5,326 185 0.04% 0.04% 855 0 0.0% Q2 2026 Jul 08, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 5,289 184 0.08% 0.08% 856 0 0.0% Q2 2026 Jul 13, 2026
BESSEMER GROUP INC History No change 5,154 179 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 5,097 177 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 21, 2026
CoreCap Advisors, LLC History Reduced 5,303 176 0.01% 0.01% 859 -371 -6.54% Q3 2026 Oct 08, 2026
Medallion Wealth Advisors, LLC History No change 4,985 173 0.05% 0.05% 860 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History New 5,105 170 0.0% — 863 +5,105 New Q3 2026 Oct 05, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 4,900 170 0.05% 0.05% 861 0 0.0% Q2 2026 Jul 16, 2026
MeadowBrook Investment Advisors LLC History No change 4,905 170 0.13% 0.13% 862 0 0.0% Q2 2026 Jul 20, 2026
Lodestone Wealth Management LLC History No change 4,747 165 0.06% 0.06% 864 0 0.0% Q2 2026 Jul 23, 2026
Costello Asset Management, INC History No change 4,613 160 0.05% 0.05% 865 0 0.0% Q2 2026 Jul 28, 2026
Ashton Thomas Private Wealth, LLC History No change 4,571 159 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,508 157 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 4,519 157 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 28, 2026
TD Capital Management LLC History No change 4,493 156 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 4,498 156 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 4,430 154 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 21, 2026
Kennebec Savings Bank History No change 4,314 150 0.12% 0.12% 872 0 0.0% Q2 2026 Jul 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4,262 148 0.02% 0.02% 873 0 0.0% Q2 2026 Jul 27, 2026
Founders Financial Alliance, LLC History No change 4,241 147 0.02% 0.02% 874 0 0.0% Q2 2026 Aug 04, 2026
Gleason Group, Inc. History No change 4,195 146 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 13, 2026
N.E.W. Advisory Services LLC History No change 4,183 145 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 06, 2026
FIRST COMMUNITY TRUST NA History Added to 4,335 144 0.05% 0.06% 877 +750 20.92% Q3 2026 Oct 07, 2026
Pinnacle Bancorp, Inc. History No change 3,982 138 0.04% 0.04% 878 0 0.0% Q2 2026 Jul 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 3,921 136 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 3,921 136 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 3,536 123 0.01% 0.01% 881 0 0.0% Q2 2026 Aug 10, 2026
NWK Group, Inc. History No change 3,524 122 0.04% 0.04% 882 0 0.0% Q2 2026 Aug 10, 2026
NI ACQUISITIONS COMPANY, LLC History No change 990 120 0.05% 0.05% 883 0 0.0% Q2 2026 Aug 05, 2026
KERR FINANCIAL PLANNING Corp History No change 3,391 118 0.13% 0.13% 884 0 0.0% Q2 2026 Jul 02, 2026
Godfrey Financial Associates, Inc. History No change 3,136 112 0.09% 0.09% 885 0 0.0% Q2 2026 Aug 11, 2026
Crews Bank & Trust History No change 3,186 110 0.01% 0.01% 886 0 0.0% Q2 2026 Jul 16, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,144 109 0.02% 0.02% 887 0 0.0% Q2 2026 Jul 27, 2026
Citizens National Bank Trust Department History No change 2,965 103 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 22, 2026
Peachtree Investment Partners, LLC History No change 2,901 100 0.03% 0.03% 889 0 0.0% Q2 2026 Aug 06, 2026
Kozak & Associates, Inc. History No change 2,918 100 0.02% 0.02% 890 0 0.0% Q2 2026 Jul 02, 2026
Rosenberg Matthew Hamilton History No change 3,000 99 0.02% 0.02% 891 0 0.0% Q3 2026 Oct 05, 2026
CULLEN/FROST BANKERS, INC. History No change 2,589 90 0.0% 0.0% 892 0 0.0% Q2 2026 Jul 27, 2026
Evensky & Katz LLC History No change 2,579 90 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 22, 2026
SouthState Bank Corp History No change 2,553 88 0.0% 0.0% 894 0 0.0% Q2 2026 Aug 06, 2026
SRH ADVISORS, LLC History No change 2,484 86 0.02% 0.02% 895 0 0.0% Q2 2026 Jul 24, 2026
Institute for Wealth Management, LLC. History No change 2,355 81 0.01% 0.01% 896 0 0.0% Q2 2026 Jul 28, 2026
Operose Advisors LLC History No change 2,330 81 0.02% 0.02% 897 0 0.0% Q2 2026 Aug 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 2,244 78 0.03% 0.03% 898 0 0.0% Q2 2026 Jul 20, 2026
Signature Resources Capital Management, LLC History No change 2,227 77 0.03% 0.03% 899 0 0.0% Q2 2026 Jul 13, 2026
Caldwell Trust Co History No change 2,235 77 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 03, 2026
Hanson & Doremus Investment Management History No change 2,175 76 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 29, 2026
TSFG, LLC History No change 2,088 73 0.01% 0.01% 902 0 0.0% Q2 2026 Jul 23, 2026
JNBA Financial Advisors History No change 2,067 71 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 23, 2026
Burk Holdings LLC History No change 2,007 69 0.03% 0.03% 904 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 1,899 66 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 14, 2026
Robbins Farley History No change 1,903 66 0.03% 0.03% 906 0 0.0% Q2 2026 Jul 22, 2026
Planning Strategies Inc. History No change 1,968 65 0.04% 0.04% 907 0 0.0% Q3 2026 Oct 02, 2026
Pflug Koory, LLC History No change 1,751 60 0.02% 0.02% 908 0 0.0% Q2 2026 Jul 21, 2026
Blume Capital Management, Inc. History No change 1,650 57 0.01% 0.01% 909 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 1,621 56 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 1,619 56 0.02% 0.02% 911 0 0.0% Q2 2026 Aug 03, 2026
Vermillion Wealth Management, Inc. History No change 1,495 52 0.01% 0.01% 912 0 0.0% Q2 2026 Jul 15, 2026
Avion Wealth History No change 1,499 52 0.01% 0.01% 913 0 0.0% Q2 2026 Jul 31, 2026
Winthrop Capital Management, LLC History No change 1,412 49 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 1,363 47 0.02% 0.02% 915 0 0.0% Q2 2026 Aug 12, 2026
Family Capital Trust Co History No change 1,281 44 0.01% 0.01% 916 0 0.0% Q2 2026 Jul 30, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,275 44 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,263 42 0.0% 0.0% 918 0 0.0% Q3 2026 Oct 07, 2026
Tidemark, LLC History No change 1,200 41 0.01% 0.01% 919 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 1,117 38 0.0% 0.0% 920 0 0.0% Q2 2026 Aug 07, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,092 38 0.01% 0.01% 921 0 0.0% Q2 2026 Jul 14, 2026
Transamerica Financial Advisors, LLC History No change 1,070 37 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 1,100 36 0.0% 0.0% 923 +5 0.46% Q3 2026 Oct 01, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 996 34 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 972 33 0.02% 0.02% 925 0 0.0% Q2 2026 Aug 13, 2026
DT Investment Partners, LLC History No change 894 31 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 27, 2026
Abound Wealth Management History No change 864 30 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 10, 2026
DiNuzzo Private Wealth, Inc. History No change 876 30 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 10, 2026
JPL Wealth Management, LLC History No change 885 30 0.01% 0.01% 929 0 0.0% Q2 2026 Aug 13, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 838 29 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 21, 2026
Horizons Wealth Management History New 844 28 0.02% — 932 +844 New Q3 2026 Oct 05, 2026
Financial Gravity Companies, Inc. History No change 831 28 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 05, 2026
Ascentis Independent Advisors History No change 723 25 0.07% 0.07% 933 0 0.0% Q2 2026 Aug 04, 2026
True Wealth Design, LLC History No change 702 24 0.01% 0.01% 934 0 0.0% Q2 2026 Jul 16, 2026
Caitlin John, LLC History No change 700 24 0.01% 0.01% 935 0 0.0% Q2 2026 Aug 17, 2026
VIMA LLC History No change 682 23 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Advisors LLC History No change 780 23 0.02% 0.02% 937 0 0.0% Q2 2026 Aug 07, 2026
Tradewinds Capital Management, LLC History No change 660 22 0.0% 0.0% 938 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 664 22 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 04, 2026
REAP Financial Group, LLC History No change 642 22 0.0% 0.0% 940 0 0.0% Q2 2026 Aug 04, 2026
Carolina Wealth Advisors, LLC History No change 604 21 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 09, 2026
Cherry Tree Wealth Management, LLC History No change 612 21 0.0% 0.0% 942 0 0.0% Q2 2026 Sep 15, 2026
Ares Financial Consulting, LLC History No change 622 21 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 09, 2026
Ascentis Wealth Management, LLC History No change 591 20 0.0% 0.0% 944 0 0.0% Q2 2026 Jul 30, 2026
First PREMIER Bank History No change 510 18 0.0% 0.0% 945 0 0.0% Q2 2026 Jul 15, 2026
Acumen Wealth Advisors, LLC History No change 530 18 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 03, 2026
JDM Financial Group LLC History No change 525 18 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 500 17 0.0% 0.0% 948 0 0.0% Q2 2026 Jul 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 456 15 0.01% 0.01% 949 0 0.0% Q2 2026 Jul 21, 2026
PINNEY & SCOFIELD, INC. History No change 448 15 0.01% 0.01% 950 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 435 15 0.01% 0.01% 951 0 0.0% Q2 2026 Aug 14, 2026
Align Financial, LLC History No change 375 13 0.01% 0.01% 952 0 0.0% Q2 2026 Jul 27, 2026
HM PAYSON & CO History No change 346 12 0.0% 0.0% 953 0 0.0% Q2 2026 Jul 17, 2026
Morton Brown Family Wealth, LLC History No change 354 12 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 21, 2026
Main Street Group, LTD History No change 362 12 0.0% 0.0% 955 0 0.0% Q2 2026 Jul 13, 2026
Crewe Advisors LLC History No change 332 11 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 324 11 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 290 10 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 291 10 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 07, 2026
Cedar Mountain Advisors, LLC History No change 299 10 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 02, 2026
Aberdeen Wealth Management LLC History No change 300 10 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 298 10 0.0% 0.0% 962 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 279 9 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 03, 2026
Park Place Capital Corp History No change 282 9 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 13, 2026
3 FACTOR INDEXING, LLC History No change 279 9 0.01% 0.01% 965 0 0.0% Q2 2026 Jul 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 247 8 0.0% 0.0% 966 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 253 8 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 07, 2026
Wilkerson Advisory Group LLC History No change 253 8 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 21, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 247 8 0.01% 0.01% 969 0 0.0% Q2 2026 Jul 09, 2026
Highland Investment Advisors LLC History No change 251 8 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 225 7 0.0% 0.0% 971 0 0.0% Q2 2026 Jul 07, 2026
Glass Jacobson Investment Advisors llc History No change 189 6 0.0% 0.0% 972 0 0.0% Q2 2026 Jul 30, 2026
Strive Financial Group ,LLC History No change 195 6 0.0% 0.0% 973 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 174 6 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 153 5 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 04, 2026
NorthAvenue LLC History No change 122 4 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 21, 2026
SIMPLEX TRADING, LLC History No change 114 3 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 12, 2026
Armor Investment Advisors, LLC History No change 99 3 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 04, 2026
TUCKER ASSET MANAGEMENT LLC History No change 89 3 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 27, 2026
Coston, McIsaac & Partners History No change 60 2 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History No change 66 2 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 30, 2026
Anchor Bay Capital, Inc. History No change 66 2 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 11, 2026
BOK Financial Private Wealth, Inc. History No change 30 1 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 47 1 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 04, 2026
Quaker Wealth Management, LLC History No change 29 1 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 29 1 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 16, 2026
Imprint Wealth LLC History No change 57 1 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 30 1 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 11, 2026
BOYUM WEALTH ARCHITECTS LLC History Closed out 0 0 — 0.23% — -17,125 -100.0% Q3 2026 Oct 06, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 08, 2026
Cypress Capital Management LLC (WY) History No change 24 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
SOA Wealth Advisors, LLC. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
SJS Investment Consulting Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Integrity Financial Corp /WA History No change 9 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Spurstone Advisory Services, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisor Network LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026