SPDR SERIES TRUST - SLYG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History No change 8,857,722 1,055,220 0.24% 0.24% 1 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 1,062,120 126,530 0.22% 0.22% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 939,694 111,945 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 882,645 105,149 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 804,140 96,009 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 732,397 87,250 1.27% 1.27% 6 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 626,233 67,528 0.2% 0.2% 7 0 0.0% Q2 2026 Aug 10, 2026
Diversified Enterprises, LLC History No change 554,547 66,063 3.2% 3.2% 8 0 0.0% Q2 2026 Jul 31, 2026
Everhart Financial Group, Inc. History No change 538,759 64,182 4.11% 4.11% 9 0 0.0% Q2 2026 Jul 08, 2026
Cetera Investment Advisers History No change 518,242 61,738 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 403,762 48,100 1.14% 1.14% 11 0 0.0% Q2 2026 Aug 14, 2026
Rodgers & Associates, LTD History No change 403,692 48,091 4.36% 4.36% 12 0 0.0% Q2 2026 Jul 21, 2026
FAS Wealth Partners, Inc. History No change 380,346 45,310 2.36% 2.36% 13 0 0.0% Q2 2026 Jul 29, 2026
Convergence Financial, LLC History No change 365,342 43,523 3.46% 3.46% 14 0 0.0% Q2 2026 Aug 05, 2026
Avantax Planning Partners, Inc. History No change 352,536 41,997 1.05% 1.05% 15 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 352,106 41,946 1.24% 1.24% 16 0 0.0% Q2 2026 Jul 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 317,677 37,844 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 300,728 35,825 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 05, 2026
Pacific Life Fund Advisors LLC History No change 286,594 34,141 3.75% 3.75% 19 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 281,801 33,570 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 273,222 32,555 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 256,942 30,609 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 254,137 30,275 1.11% 1.11% 23 0 0.0% Q2 2026 Jul 17, 2026
AIRE ADVISORS, LLC History No change 230,151 27,417 4.46% 4.46% 24 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 232,974 27,403 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 216,097 25,743 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 206,257 24,571 0.83% 0.83% 27 0 0.0% Q2 2026 Jul 30, 2026
OpenArc Corporate Advisory, LLC History No change 205,387 24,467 0.29% 0.29% 28 0 0.0% Q2 2026 Aug 05, 2026
Klingman & Associates, LLC History No change 203,898 24,290 1.03% 1.03% 29 0 0.0% Q2 2026 Jul 29, 2026
Grey Fox Wealth Advisors, LLC History No change 179,787 21,418 3.36% 3.36% 30 0 0.0% Q2 2026 Jul 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 179,671 21,404 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 168,328 20,052 0.03% 0.03% 32 0 0.0% Q2 2026 Jul 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 164,987 19,654 2.06% 2.06% 33 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 164,196 19,560 0.09% 0.09% 34 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 151,367 18,032 0.11% 0.11% 35 0 0.0% Q2 2026 Aug 17, 2026
Optimist Retirement Group LLC History No change 131,839 15,705 6.06% 6.06% 36 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 125,342 14,932 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Marietta Wealth Management, LLC History No change 120,589 14,365 1.48% 1.48% 38 0 0.0% Q2 2026 Aug 03, 2026
Shakespeare Wealth Management, LLC History No change 119,563 14,243 3.77% 3.77% 39 0 0.0% Q2 2026 Jul 20, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 115,518 13,761 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 10, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 111,228 13,250 1.73% 1.73% 41 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 109,766 13,068 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 23, 2026
Integrated Wealth Concepts LLC History No change 109,263 13,016 0.09% 0.09% 43 0 0.0% Q2 2026 Sep 08, 2026
MONECO ADVISORS, LLC History No change 104,727 12,476 0.76% 0.76% 44 0 0.0% Q2 2026 Aug 11, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 102,047 12,156 1.74% 1.74% 45 0 0.0% Q2 2026 Jul 23, 2026
Csenge Advisory Group History No change 101,204 12,056 0.49% 0.49% 46 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 98,823 11,772 0.1% 0.1% 47 0 0.0% Q2 2026 Jul 27, 2026
BIP Wealth, LLC History No change 95,010 11,318 0.32% 0.32% 48 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 88,793 10,577 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 85,532 10,189 0.19% 0.19% 50 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 85,007 10,126 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 2,540 10,012 0.83% 0.83% 52 0 0.0% Q2 2026 Aug 14, 2026
Financial Strategies Group, Inc. History No change 83,841 9,721 1.55% 1.55% 53 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 80,325 9,569 1.57% 1.57% 54 0 0.0% Q2 2026 Jul 24, 2026
Integrity Wealth Solutions LLC History No change 79,642 9,487 3.51% 3.51% 55 0 0.0% Q2 2026 Jul 30, 2026
HRC WEALTH MANAGEMENT, LLC History No change 78,831 9,391 3.84% 3.84% 56 0 0.0% Q2 2026 Jul 10, 2026
Cerro Pacific Wealth Advisors LLC History No change 78,256 9,322 2.11% 2.11% 57 0 0.0% Q2 2026 Jul 15, 2026
EARNED WEALTH ADVISORS, LLC History No change 77,246 9,202 0.59% 0.59% 58 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 76,893 9,160 0.56% 0.56% 59 0 0.0% Q2 2026 Aug 11, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 75,788 9,028 3.7% 3.7% 60 0 0.0% Q2 2026 Jul 22, 2026
KWB Wealth History No change 75,460 8,989 0.77% 0.77% 61 0 0.0% Q2 2026 Jul 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 76,168 8,859 0.01% 0.01% 62 0 0.0% Q2 2026 Jul 15, 2026
Leslie Global Wealth, LLC History No change 74,342 8,856 3.45% 3.45% 63 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 74,006 8,816 0.06% 0.06% 64 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 72,747 8,666 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 72,105 8,590 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
Nvest Wealth Strategies, Inc. History No change 70,704 8,422 5.26% 5.26% 67 0 0.0% Q2 2026 Jul 10, 2026
Wealthcare Advisory Partners LLC History No change 70,377 8,384 0.16% 0.16% 68 0 0.0% Q2 2026 Jul 09, 2026
Strategies Wealth Advisors, LLC History No change 69,785 8,313 0.74% 0.74% 69 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 67,025 7,984 0.42% 0.42% 70 0 0.0% Q2 2026 Jul 09, 2026
New England Capital Financial Advisors LLC History No change 66,065 7,870 1.88% 1.88% 71 0 0.0% Q2 2026 Jul 27, 2026
Roberts Financial Services LLC History No change 60,445 7,200 2.11% 2.11% 72 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 60,148 7,165 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 59,885 7,134 0.25% 0.25% 74 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 59,507 7,089 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 59,426 7,079 0.01% 0.01% 76 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 58,994 7,027 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 58,728 6,996 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 58,309 6,946 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 58,013 6,911 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 07, 2026
Financial Security Advisor, Inc. History No change 56,967 6,786 1.1% 1.1% 81 0 0.0% Q2 2026 Aug 11, 2026
Junk Investment Group, LLC History No change 55,293 6,587 2.92% 2.92% 82 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 53,910 6,422 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 30, 2026
BARRETT & COMPANY, INC. History No change 53,858 6,416 1.8% 1.8% 84 0 0.0% Q2 2026 Jul 24, 2026
Midwest Financial Group LLC History No change 53,306 6,350 2.23% 2.23% 85 0 0.0% Q2 2026 Jul 21, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 51,100 6,087 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 50,899 6,063 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 12, 2026
PACIFIC SUN FINANCIAL CORP History No change 50,818 6,053 2.5% 2.5% 88 0 0.0% Q2 2026 Aug 07, 2026
Financial Concepts Unlimited, Inc. History No change 49,817 5,934 4.65% 4.65% 89 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 49,741 5,925 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 48,753 5,807 0.1% 0.1% 91 0 0.0% Q2 2026 Jul 21, 2026
ERn Financial, LLC History No change 48,685 5,799 0.96% 0.96% 92 0 0.0% Q2 2026 Jul 23, 2026
Quent Capital, LLC History No change 48,626 5,792 0.36% 0.36% 93 0 0.0% Q2 2026 Aug 07, 2026
TME FINANCIAL, INC. History No change 48,447 5,771 3.56% 3.56% 94 0 0.0% Q2 2026 Jul 23, 2026
BALANCED WEALTH GROUP LLC History No change 48,384 5,764 1.82% 1.82% 95 0 0.0% Q2 2026 Aug 10, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 49,303 5,763 3.51% 3.51% 96 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 47,644 5,675 0.12% 0.12% 97 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 47,404 5,647 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Graney & King, LLC History No change 46,919 5,589 2.01% 2.01% 99 0 0.0% Q2 2026 Aug 07, 2026
Livet Wealth, LLC History No change 45,748 5,450 3.14% 3.14% 100 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 45,422 5,411 0.1% 0.1% 101 0 0.0% Q2 2026 Jul 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 45,091 5,371 0.22% 0.22% 102 0 0.0% Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 45,049 5,366 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 19, 2026
Probity Advisors, Inc. History No change 44,748 5,330 0.76% 0.76% 104 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 44,715 5,326 0.07% 0.07% 105 0 0.0% Q2 2026 Aug 12, 2026
Marathon Mission, Inc. History Added to 49,257 5,269 2.66% 2.88% 106 +815 1.68% Q3 2026 Oct 01, 2026
Roan Capital Partners History No change 42,817 5,100 4.23% 4.23% 107 0 0.0% Q2 2026 Jul 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 42,739 5,091 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 14, 2026
Stillwater Capital Advisors, LLC History No change 41,737 4,972 0.51% 0.51% 109 0 0.0% Q2 2026 Jul 23, 2026
Compton Financial Group, LLC History No change 41,246 4,913 0.95% 0.95% 110 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 41,878 4,798 0.1% 0.1% 111 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 39,540 4,710 0.11% 0.11% 112 0 0.0% Q2 2026 Aug 05, 2026
Carolina Wealth Management Inc History No change 39,530 4,709 2.17% 2.17% 113 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 39,462 4,701 0.15% 0.15% 114 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 38,475 4,583 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 27, 2026
Kingsview Wealth Management, LLC History No change 38,164 4,546 0.06% 0.06% 116 0 0.0% Q2 2026 Aug 18, 2026
MCF Advisors LLC History No change 36,634 4,364 0.16% 0.16% 117 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 35,646 4,246 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 35,035 4,173 0.76% 0.76% 119 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 34,642 4,126 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 33,455 3,985 0.06% 0.06% 121 0 0.0% Q2 2026 Aug 06, 2026
SAGE FINANCIAL GROUP INC History No change 32,224 3,838 0.21% 0.21% 122 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 32,118 3,826 0.15% 0.15% 123 0 0.0% Q2 2026 Jul 22, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 31,962 3,807 0.32% 0.32% 124 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 31,628 3,767 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
STEVENS CAPITAL PARTNERS History No change 30,994 3,692 0.7% 0.7% 126 0 0.0% Q2 2026 Aug 07, 2026
Perennial Investment Advisors, LLC History No change 30,936 3,686 0.24% 0.24% 127 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 30,829 3,672 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 30,451 3,627 0.03% 0.03% 129 0 0.0% Q2 2026 Jul 17, 2026
UNIVEST FINANCIAL Corp History No change 30,443 3,626 0.18% 0.18% 130 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 30,213 3,599 2.16% 2.16% 131 0 0.0% Q2 2026 Aug 17, 2026
CarsonAllaria Wealth Management, Ltd. History No change 29,898 3,561 1.54% 1.54% 132 0 0.0% Q2 2026 Jul 28, 2026
Portside Wealth Group, LLC History No change 29,812 3,551 0.41% 0.41% 133 0 0.0% Q2 2026 Jul 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 29,753 3,544 0.24% 0.24% 134 0 0.0% Q2 2026 Aug 05, 2026
Collier Financial History No change 29,352 3,496 2.39% 2.39% 135 0 0.0% Q2 2026 Jul 30, 2026
Trilogy Capital Inc. History No change 28,736 3,423 0.13% 0.13% 136 0 0.0% Q2 2026 Jul 02, 2026
Whitegate Investment Counselors, Inc. History No change 27,733 3,303 0.94% 0.94% 137 0 0.0% Q2 2026 Aug 10, 2026
Dakota Wealth Management History No change 27,650 3,293 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 27,009 3,217 0.07% 0.07% 139 0 0.0% Q2 2026 Aug 14, 2026
Goldstone Financial Group, LLC History No change 26,606 3,169 0.29% 0.29% 140 0 0.0% Q2 2026 Aug 11, 2026
GEN Financial Management, INC. History No change 26,017 3,099 1.85% 1.85% 141 0 0.0% Q2 2026 Jul 24, 2026
Forbes Financial Planning, Inc. History No change 25,977 3,094 1.66% 1.66% 142 0 0.0% Q2 2026 Jul 23, 2026
Savvy Advisors, Inc. History No change 25,568 3,045 0.06% 0.06% 143 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 25,280 3,011 0.08% 0.08% 144 0 0.0% Q2 2026 Aug 14, 2026
TRUE BLUE FINANCIAL, LLC History No change 25,282 3,011 1.27% 1.27% 145 0 0.0% Q2 2026 Jul 17, 2026
Tempo Wealth, LLC History No change 25,176 2,999 0.44% 0.44% 146 0 0.0% Q2 2026 Jul 27, 2026
Spartan Wealth Advisory Services LLC History No change 24,928 2,969 0.24% 0.24% 147 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 23,885 2,845 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 23,858 2,842 0.11% 0.11% 149 0 0.0% Q2 2026 Aug 13, 2026
Barden Capital Management, Inc. History No change 23,686 2,821 2.6% 2.6% 150 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 23,614 2,813 0.03% 0.03% 151 0 0.0% Q2 2026 Jul 15, 2026
Capital Square, LLC History No change 24,077 2,800 1.23% 1.23% 152 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 23,490 2,798 0.19% 0.19% 153 0 0.0% Q2 2026 Sep 04, 2026
FMR LLC History No change 23,430 2,791 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 23,424 2,790 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Clarus Wealth Advisors History No change 23,981 2,765 1.07% 1.07% 156 0 0.0% Q2 2026 Jul 09, 2026
Bleakley Financial Group, LLC History No change 23,168 2,760 0.04% 0.04% 157 0 0.0% Q2 2026 Aug 05, 2026
Councilor Wealth, LLC History No change 23,085 2,750 1.11% 1.11% 158 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 23,013 2,741 0.08% 0.08% 159 0 0.0% Q2 2026 Jul 09, 2026
Dynamic Financial Group History No change 22,526 2,683 2.03% 2.03% 160 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 22,423 2,671 1.21% 1.21% 161 0 0.0% Q2 2026 Aug 07, 2026
Inman Jager Wealth Management, LLC History No change 22,201 2,644 1.41% 1.41% 162 0 0.0% Q2 2026 Aug 07, 2026
Ignite Planners, LLC History No change 21,745 2,591 0.36% 0.36% 163 0 0.0% Q2 2026 Jul 23, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 21,626 2,576 0.53% 0.53% 164 0 0.0% Q2 2026 Jul 07, 2026
Merit Financial Group, LLC History No change 21,573 2,569 0.02% 0.02% 165 0 0.0% Q2 2026 Jul 20, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 20,522 2,444 0.55% 0.55% 166 0 0.0% Q2 2026 Aug 10, 2026
Kinetic Wealth Investment Advisors LLC History No change 20,144 2,399 1.13% 1.13% 167 0 0.0% Q2 2026 Sep 02, 2026
Nuveen, LLC History No change 19,997 2,382 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 19,331 2,302 0.66% 0.66% 169 0 0.0% Q2 2026 Aug 07, 2026
Advisor OS, LLC History No change 19,308 2,300 0.15% 0.15% 170 0 0.0% Q2 2026 Aug 05, 2026
Palisades Hudson Asset Management, L.P. History No change 19,215 2,289 0.8% 0.8% 171 0 0.0% Q2 2026 Aug 07, 2026
McAdam, LLC History No change 19,152 2,281 0.09% 0.09% 172 0 0.0% Q2 2026 Aug 04, 2026
Wealth Watch Advisors, INC History No change 18,971 2,260 0.73% 0.73% 173 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 18,975 2,260 0.34% 0.34% 174 0 0.0% Q2 2026 Jul 23, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 18,674 2,224 1.87% 1.87% 175 0 0.0% Q2 2026 Jul 24, 2026
Partners in Financial Planning History No change 18,158 2,163 0.33% 0.33% 176 0 0.0% Q2 2026 Aug 10, 2026
TAGStone Capital, Inc. History No change 18,119 2,158 0.69% 0.69% 177 0 0.0% Q2 2026 Aug 11, 2026
Triangle Securities Wealth Management History No change 18,038 2,148 0.43% 0.43% 178 0 0.0% Q2 2026 Jul 14, 2026
Walsh & Associates, LLC History No change 17,315 2,062 1.68% 1.68% 179 0 0.0% Q2 2026 Jul 21, 2026
Financial Advisors Network, Inc. History No change 16,987 2,023 0.25% 0.25% 180 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 16,750 1,995 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 16,388 1,952 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 04, 2026
Twelve Points Wealth Management LLC History No change 16,144 1,923 0.39% 0.39% 183 0 0.0% Q2 2026 Aug 07, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 15,987 1,904 0.28% 0.28% 184 0 0.0% Q2 2026 Jul 21, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 15,860 1,889 0.24% 0.24% 185 0 0.0% Q2 2026 Aug 25, 2026
Courage Miller Partners, LLC History No change 15,701 1,870 0.49% 0.49% 186 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 15,651 1,864 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Friday Financial History No change 15,533 1,812 0.49% 0.49% 188 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 13,829 1,647 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 14, 2026
Capital Squared Financial LLC History No change 13,506 1,608 1.05% 1.05% 190 0 0.0% Q2 2026 Jul 21, 2026
Blue Capital, Inc. History No change 13,456 1,603 1.02% 1.02% 191 0 0.0% Q2 2026 Aug 11, 2026
LTG Capital LLC History No change 13,434 1,600 1.07% 1.07% 192 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 13,325 1,587 0.08% 0.08% 193 0 0.0% Q2 2026 Jul 31, 2026
Investors Research Corp History No change 13,234 1,576 0.28% 0.28% 194 0 0.0% Q2 2026 Jul 10, 2026
Tower Research Capital LLC (TRC) History No change 13,209 1,573 0.04% 0.04% 195 0 0.0% Q2 2026 Aug 11, 2026
WILLNER & HELLER, LLC History No change 13,173 1,569 0.98% 0.98% 196 0 0.0% Q2 2026 Jul 07, 2026
JPMORGAN CHASE & CO History No change 13,298 1,568 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Solutions 4 Wealth, Ltd History No change 13,125 1,563 2.02% 2.02% 198 0 0.0% Q2 2026 Jul 29, 2026
Haverford Trust Co History No change 13,108 1,561 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 13,003 1,549 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 13, 2026
MOTIVE WEALTH ADVISORS History No change 12,774 1,521 0.63% 0.63% 201 0 0.0% Q2 2026 Jul 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 12,639 1,505 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 10, 2026
Indie Asset Partners, LLC History No change 12,486 1,487 1.42% 1.42% 203 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 12,399 1,477 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 12,300 1,465 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 15,131 1,461 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 12,175 1,450 0.11% 0.11% 207 0 0.0% Q2 2026 Jul 23, 2026
Payne Capital Management, LLC History No change 12,074 1,438 0.38% 0.38% 208 0 0.0% Q2 2026 Aug 14, 2026
Clear Retirement Advice LLC History No change 11,909 1,418 0.97% 0.97% 209 0 0.0% Q2 2026 Jul 15, 2026
Occidental Asset Management, LLC History No change 11,810 1,406 0.14% 0.14% 210 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 11,768 1,401 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 11,732 1,398 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 11,722 1,396 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 11,573 1,378 0.12% 0.12% 214 0 0.0% Q2 2026 Jul 14, 2026
Bill Few Associates, Inc. History No change 11,426 1,361 0.29% 0.29% 215 0 0.0% Q2 2026 Jul 07, 2026
Confluence Wealth Services, Inc. History No change 11,335 1,350 0.04% 0.04% 216 0 0.0% Q2 2026 Jul 22, 2026
Beacon Pointe Advisors, LLC History No change 11,017 1,312 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 18, 2026
YHB Investment Advisors, Inc. History No change 10,936 1,302 0.08% 0.08% 218 0 0.0% Q2 2026 Jul 14, 2026
PSI Advisors, LLC History No change 10,810 1,287 0.3% 0.3% 219 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE TRUST CO NA History No change 10,738 1,279 0.1% 0.1% 220 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 10,415 1,240 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
Diligent Investors, LLC History No change 10,272 1,223 0.27% 0.27% 222 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 10,236 1,219 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 14, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 10,041 1,196 0.34% 0.34% 224 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,860 1,174 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 9,747 1,161 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 9,745 1,160 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
MidAtlantic Capital Management, Inc. History No change 9,239 1,100 0.68% 0.68% 228 0 0.0% Q2 2026 Aug 10, 2026
CVFG LLC History No change 9,171 1,092 0.11% 0.11% 229 0 0.0% Q2 2026 Aug 11, 2026
Salomon & Ludwin, LLC History No change 9,398 1,080 0.09% 0.09% 230 0 0.0% Q2 2026 Aug 07, 2026
Vestwell Advisors, LLC History No change 8,878 1,057 0.25% 0.25% 231 0 0.0% Q2 2026 Aug 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 8,814 1,050 0.18% 0.18% 232 0 0.0% Q2 2026 Aug 10, 2026
Valmark Advisers, Inc. History No change 8,741 1,041 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 06, 2026
Midwest Trust Co History No change 8,682 1,034 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 04, 2026
Connecticut Wealth Management, LLC History No change 8,676 1,033 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History No change 8,635 1,028 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
Keystone Wealth Services, LLC History No change 8,629 1,028 0.19% 0.19% 237 0 0.0% Q2 2026 Aug 05, 2026
Topel & Distasi Wealth Management, LLC History No change 8,603 1,024 0.49% 0.49% 238 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 8,561 1,019 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 8,486 1,010 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 8,417 1,002 0.03% 0.03% 241 0 0.0% Q2 2026 Jul 14, 2026
RFG Advisory, LLC History No change 8,100 964 0.02% 0.02% 242 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 8,086 963 0.19% 0.19% 243 0 0.0% Q2 2026 Jul 17, 2026
VANCE WEALTH, LLC History No change 7,974 949 0.21% 0.21% 244 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 7,960 948 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 03, 2026
Winthrop Capital Management, LLC History No change 7,933 945 0.23% 0.23% 246 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 7,842 934 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 06, 2026
Slagle Financial, LLC History No change 7,758 924 0.28% 0.28% 248 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 7,625 908 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 7,393 880 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
TRITONPOINT WEALTH, LLC History No change 7,347 875 0.09% 0.09% 251 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 7,347 875 0.07% 0.07% 252 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 8,964 866 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 7,267 865 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 13, 2026
Equity Wealth Partners, LLC History No change 7,222 860 0.31% 0.31% 255 0 0.0% Q2 2026 Jul 27, 2026
Inspire Advisors, LLC History No change 7,187 855 0.06% 0.06% 256 0 0.0% Q2 2026 Aug 13, 2026
BURNEY CO/ History No change 7,173 854 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 14, 2026
CENTRAL TRUST Co History No change 7,084 843 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 31, 2026
Clear Creek Financial Management, LLC History No change 6,922 824 0.05% 0.05% 259 0 0.0% Q2 2026 Jul 27, 2026
LexAurum Advisors, LLC History No change 6,876 819 0.09% 0.09% 260 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 6,811 811 0.05% 0.05% 261 0 0.0% Q2 2026 Jul 30, 2026
Diversified Investment Strategies, LLC History No change 6,747 803 0.52% 0.52% 262 0 0.0% Q2 2026 Jul 27, 2026
Idaho Trust Co History No change 6,693 797 0.23% 0.23% 263 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 6,692 797 0.07% 0.07% 264 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 6,500 774 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 06, 2026
Freedom Investment Management, Inc. History No change 6,472 770 0.21% 0.21% 266 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 6,453 768 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 10, 2026
Independent Advisor Alliance History No change 6,370 758 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 6,319 752 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 10, 2026
Vawter Financial, Ltd. History No change 6,206 739 0.28% 0.28% 270 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 6,096 726 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
Eagle Strategies LLC History No change 6,085 724 0.07% 0.07% 272 0 0.0% Q2 2026 Jul 21, 2026
CONNORS INVESTOR SERVICES INC History No change 6,070 723 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 5,991 713 0.72% 0.72% 274 0 0.0% Q2 2026 Jul 29, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 6,024 712 0.08% 0.08% 275 0 0.0% Q2 2026 Jul 07, 2026
Atlas Brown,Inc. History No change 5,975 711 0.19% 0.19% 276 0 0.0% Q2 2026 Jul 09, 2026
Foster Victor Wealth Advisors, LLC History No change 6,133 709 0.04% 0.04% 277 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 5,747 685 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 5,676 676 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 5,668 675 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,516 657 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 12, 2026
First City Capital Management, Inc. History No change 5,493 654 0.32% 0.32% 282 0 0.0% Q2 2026 Jul 13, 2026
Towerpoint Wealth, LLC History No change 5,480 652 0.23% 0.23% 283 0 0.0% Q2 2026 Jul 09, 2026
Quantinno Capital Management LP History No change 5,457 650 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 5,437 647 0.17% 0.17% 285 0 0.0% Q2 2026 Jul 09, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 5,409 644 0.16% 0.16% 286 0 0.0% Q2 2026 Jul 20, 2026
CALTON & ASSOCIATES, INC. History No change 5,383 641 0.09% 0.09% 287 0 0.0% Q2 2026 Aug 10, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 5,377 640 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 13, 2026
Fairscale Capital, LLC History No change 5,349 637 0.38% 0.38% 289 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 5,330 634 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 5,321 633 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
Navigate Wealth Management, LLC History No change 5,458 629 0.39% 0.39% 292 0 0.0% Q2 2026 Jul 23, 2026
Koss-Olinger Consulting, LLC History No change 5,278 628 0.05% 0.05% 293 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 5,225 622 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,194 618 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
Advisor Resource Council History No change 5,207 615 0.17% 0.17% 296 0 0.0% Q2 2026 Jul 28, 2026
NORDEN GROUP LLC History No change 5,162 614 0.05% 0.05% 297 0 0.0% Q2 2026 Jul 29, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 5,085 605 0.09% 0.09% 298 0 0.0% Q2 2026 Jul 10, 2026
Wellington Grp LLC History No change 5,058 602 0.16% 0.16% 299 0 0.0% Q2 2026 Aug 26, 2026
Flagship Private Wealth, LLC History No change 5,043 600 0.21% 0.21% 300 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 5,020 598 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 4,983 593 0.04% 0.04% 302 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 4,959 590 0.11% 0.11% 303 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 4,853 578 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,764 567 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 17, 2026
Essex Financial Services, Inc. History No change 4,745 565 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 10, 2026
Sandy Cove Advisors, LLC History No change 4,736 564 0.14% 0.14% 307 0 0.0% Q2 2026 Jul 07, 2026
Grant Private Wealth Management Inc History No change 4,740 564 0.24% 0.24% 308 0 0.0% Q2 2026 Jul 07, 2026
Texas Yale Capital Corp. History No change 4,681 557 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 4,667 555 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 07, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,634 552 0.06% 0.06% 311 0 0.0% Q2 2026 Jul 16, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 4,527 539 0.14% 0.14% 312 0 0.0% Q2 2026 Jul 15, 2026
Avestar Capital, LLC History No change 4,432 527 0.03% 0.03% 313 0 0.0% Q2 2026 Jul 29, 2026
Fingerlakes Wealth Management, Inc. History No change 4,424 527 0.28% 0.28% 314 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Wealth Management, LLC History No change 4,327 515 0.46% 0.46% 315 0 0.0% Q2 2026 Jul 16, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 4,267 508 0.12% 0.12% 316 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 4,260 507 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,257 507 0.01% 0.01% 318 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,236 504 0.02% 0.02% 319 0 0.0% Q2 2026 Jul 28, 2026
Allegiance Financial Group Advisory Services LLC History No change 4,229 503 0.09% 0.09% 320 0 0.0% Q2 2026 Jul 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 4,230 503 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 4,216 502 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 22, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 4,137 492 0.34% 0.34% 323 0 0.0% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History No change 4,248 489 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,248 489 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 29, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 4,000 477 0.22% 0.22% 326 0 0.0% Q2 2026 Jul 16, 2026
Commonwealth Financial Services, LLC History No change 3,960 471 0.06% 0.06% 327 0 0.0% Q2 2026 Jul 15, 2026
First Heartland Consultants, Inc. History No change 3,930 468 0.03% 0.03% 328 0 0.0% Q2 2026 Jul 08, 2026
BENJAMIN EDWARDS INC History No change 3,926 467 0.0% 0.0% 329 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 3,919 466 0.0% 0.0% 330 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 3,895 464 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 3,885 462 0.09% 0.09% 332 0 0.0% Q2 2026 Jul 23, 2026
BANK OF MONTREAL /CAN/ History No change 3,873 461 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 3,851 458 0.02% 0.02% 334 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 3,842 457 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 11, 2026
M3 Advisory Group, LLC History No change 3,823 455 0.24% 0.24% 336 0 0.0% Q2 2026 Jul 24, 2026
Sensible Money, LLC History No change 3,797 452 0.12% 0.12% 337 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 3,762 448 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 10, 2026
Laraway Financial Advisors Inc History No change 3,735 444 0.27% 0.27% 339 0 0.0% Q2 2026 Aug 03, 2026
Wallace Advisory Group, LLC History No change 3,718 442 0.42% 0.42% 340 0 0.0% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History No change 3,707 441 0.02% 0.02% 341 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 3,701 440 0.04% 0.04% 342 0 0.0% Q2 2026 Aug 06, 2026
Crescent Sterling, Ltd. History No change 3,677 438 0.39% 0.39% 343 0 0.0% Q2 2026 Jul 07, 2026
Balefire, LLC History No change 3,669 437 0.07% 0.07% 344 0 0.0% Q2 2026 Jul 07, 2026
Jacobs Equity LLC History No change 3,628 432 0.3% 0.3% 345 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 3,607 429 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 11, 2026
LOWERY THOMAS, LLC History No change 3,596 428 0.21% 0.21% 347 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 3,514 418 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
Legacy Trust History No change 3,450 410 0.07% 0.07% 349 0 0.0% Q2 2026 Jul 31, 2026
CoreCap Advisors, LLC History No change 3,426 408 0.01% 0.01% 350 0 0.0% Q2 2026 Jul 06, 2026
WORLD EQUITY GROUP, INC. History No change 3,412 406 0.09% 0.09% 351 0 0.0% Q2 2026 Jul 09, 2026
Freestone Capital Holdings, LLC History No change 3,388 403 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 31, 2026
Falcon Wealth Planning History No change 3,383 403 0.03% 0.03% 353 0 0.0% Q2 2026 Jul 13, 2026
Meridian Financial Advisors, LLC History No change 3,386 403 0.19% 0.19% 354 0 0.0% Q2 2026 Jul 22, 2026
Wealth Advisors Northwest LLC History No change 3,377 402 0.14% 0.14% 355 0 0.0% Q2 2026 Jul 14, 2026
Keating Financial Advisory Services, Inc. History No change 3,359 400 0.05% 0.05% 356 0 0.0% Q2 2026 Aug 11, 2026
Third View Private Wealth, LLC History No change 3,345 398 0.05% 0.05% 357 0 0.0% Q2 2026 Jul 27, 2026
Destiny Capital Corp/CO History No change 3,324 395 0.18% 0.18% 358 0 0.0% Q2 2026 Aug 10, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 3,314 394 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 10, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 3,300 393 0.1% 0.1% 360 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 3,291 392 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 3,250 387 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,248 386 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 07, 2026
One Day In July LLC History No change 3,150 375 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 03, 2026
Cassaday & Co Wealth Management LLC History No change 3,115 371 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 10, 2026
Bragg Financial Advisors, Inc History No change 3,090 368 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 12, 2026
HF Advisory Group, LLC History No change 3,024 360 0.11% 0.11% 367 0 0.0% Q2 2026 Jul 08, 2026
Wrenne Financial Planning LLC History No change 2,990 356 0.12% 0.12% 368 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,966 353 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 2,961 352 0.11% 0.11% 370 0 0.0% Q2 2026 Jul 31, 2026
Glenview Trust Co History No change 2,923 348 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 18, 2026
Orin Green Financial, LLC History No change 2,805 334 0.12% 0.12% 372 0 0.0% Q2 2026 Jul 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,791 332 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 06, 2026
Cadia Private Client LLC History No change 2,750 327 0.23% 0.23% 374 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 2,733 325 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,657 316 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 06, 2026
Asset One Wealth Management LLC History No change 2,611 303 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,503 298 0.07% 0.07% 378 0 0.0% Q2 2026 Aug 27, 2026
Urban Financial Advisory Corp History No change 2,509 298 0.08% 0.08% 379 0 0.0% Q2 2026 Aug 06, 2026
Ackerman Capital Advisors, LLC History No change 2,485 296 0.06% 0.06% 380 0 0.0% Q2 2026 Jul 30, 2026
Second Line Capital, LLC History No change 2,413 287 0.05% 0.05% 381 0 0.0% Q2 2026 Sep 02, 2026
Collaborative Wealth Managment Inc. History No change 2,382 283 0.12% 0.12% 382 0 0.0% Q2 2026 Aug 05, 2026
4WEALTH ADVISORS, INC. History No change 2,388 281 0.22% 0.22% 383 0 0.0% Q2 2026 Jul 17, 2026
Mascagni Wealth Management, Inc. History No change 2,312 275 0.17% 0.17% 384 0 0.0% Q2 2026 Jul 31, 2026
Burns Matteson Capital Management, LLC History No change 2,293 273 0.09% 0.09% 385 0 0.0% Q2 2026 Jul 17, 2026
Foundation Wealth Management, LLC\PA History No change 2,288 272 0.08% 0.08% 386 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 2,273 270 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 2,263 269 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 27, 2026
COURIER CAPITAL LLC History No change 2,257 268 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 16, 2026
NORTHERN TRUST CORP History No change 2,231 265 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 13, 2026
American Money Management, LLC History No change 2,222 264 0.04% 0.04% 391 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 2,221 264 0.08% 0.08% 392 0 0.0% Q2 2026 Jul 30, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,212 263 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 11, 2026
Share Andrew L. History No change 2,180 259 0.13% 0.13% 394 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 2,175 259 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 2,113 251 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 03, 2026
Wedmont Private Capital History No change 2,147 249 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 2,090 248 0.09% 0.09% 398 0 0.0% Q2 2026 Jul 30, 2026
Quartz Partners, LLC History No change 2,080 247 0.08% 0.08% 399 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,054 244 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 31, 2026
Altura Wealth Advisors Inc. History No change 2,053 244 0.08% 0.08% 401 0 0.0% Q2 2026 Jul 22, 2026
Lansing Street Advisors History No change 2,046 243 0.05% 0.05% 402 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,023 241 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Advisors, LLC History No change 2,013 239 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 11, 2026
Heartwood Wealth Advisors LLC History No change 1,983 236 0.02% 0.02% 405 0 0.0% Q2 2026 Jul 17, 2026
Westfuller Advisors, LLC History No change 1,987 236 0.09% 0.09% 406 0 0.0% Q2 2026 Jul 29, 2026
Trueblood Wealth Management, LLC History No change 1,966 234 0.08% 0.08% 407 0 0.0% Q2 2026 Jul 27, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 1,964 233 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 17, 2026
BLVD Private Wealth, LLC History No change 1,944 231 0.17% 0.17% 409 0 0.0% Q2 2026 Jul 23, 2026
Meridian Wealth Management, LLC History No change 1,925 229 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 05, 2026
MY Wealth Management Inc. History No change 1,924 229 0.16% 0.16% 411 0 0.0% Q2 2026 Aug 07, 2026
Montz Harcus Wealth Management LLC History No change 1,922 228 0.08% 0.08% 412 0 0.0% Q2 2026 Jul 24, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 1,913 227 0.12% 0.12% 413 0 0.0% Q2 2026 Jul 20, 2026
Asset Management Group, Inc. History No change 1,896 225 0.03% 0.03% 414 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 1,880 223 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 07, 2026
CLG LLC History No change 1,877 223 0.05% 0.05% 416 0 0.0% Q2 2026 Jul 16, 2026
GLENMEDE TRUST CO NA History No change 1,868 222 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 1,864 222 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 03, 2026
Beaumont Financial Advisors, LLC History No change 1,867 222 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,840 219 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 1,822 217 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 20, 2026
PFG Advisors History No change 1,829 217 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 16, 2026
Astoria Portfolio Advisors LLC. History No change 1,816 216 0.04% 0.04% 423 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,807 215 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 1,799 214 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Advisors, LLC /UT History No change 1,801 214 0.04% 0.04% 426 0 0.0% Q2 2026 Jul 23, 2026
Clearwater Capital Advisors, LLC History No change 1,782 212 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 1,780 212 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 10, 2026
Navalign, LLC History No change 1,787 212 0.05% 0.05% 429 0 0.0% Q2 2026 Jul 27, 2026
Broadview Financial Management, LLC History No change 1,774 211 0.13% 0.13% 430 0 0.0% Q2 2026 Aug 12, 2026
TigerOak Management, L.L.C. History No change 1,755 209 0.06% 0.06% 431 0 0.0% Q2 2026 Aug 11, 2026
Legacy Edge Advisors, LLC History No change 1,746 208 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 1,744 207 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 10, 2026
Worth Financial Advisory Group, LLC History No change 1,725 205 0.09% 0.09% 434 0 0.0% Q2 2026 Jul 30, 2026
Breachway Investments LLC History No change 1,728 205 0.31% 0.31% 435 0 0.0% Q2 2026 Jul 13, 2026
Hudson Portfolio Management LLC History No change 1,720 204 0.15% 0.15% 436 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History No change 1,706 203 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 06, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,700 202 0.09% 0.09% 438 0 0.0% Q2 2026 Aug 13, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History No change 1,697 202 0.16% 0.16% 439 0 0.0% Q2 2026 Jul 24, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,685 200 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 28, 2026
Sovran Advisors, LLC History No change 1,761 200 0.01% 0.01% 441 0 0.0% Q2 2026 Jul 29, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,640 195 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 03, 2026
Topsail Wealth Management, LLC History No change 1,565 186 0.02% 0.02% 443 0 0.0% Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History No change 1,550 184 0.11% 0.11% 444 0 0.0% Q2 2026 Aug 10, 2026
Measured Wealth Private Client Group, LLC History No change 1,436 171 0.04% 0.04% 445 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 1,393 165 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 1,354 161 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History No change 1,323 157 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 07, 2026
MidFirst Bank History No change 1,311 156 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 1,263 150 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 29, 2026
Centerpoint Advisors, LLC History No change 1,253 149 0.04% 0.04% 451 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 1,180 139 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 12, 2026
BALLAST ADVISORS LLC History No change 1,072 127 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 1,042 124 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 1,016 121 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 960 114 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 14, 2026
Kroeger Financial Partners History No change 936 111 0.11% 0.11% 457 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 905 107 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 894 106 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 23, 2026
Financial Perspectives, Inc History No change 868 103 0.03% 0.03% 460 0 0.0% Q2 2026 Jul 24, 2026
Sage Mountain Advisors LLC History No change 835 99 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 793 94 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 22, 2026
Cranbrook Wealth Management, LLC History No change 763 90 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 728 86 0.02% 0.02% 464 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 717 85 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History No change 720 85 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 696 82 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 660 78 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 612 72 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 553 65 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 482 57 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 468 55 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 10, 2026
IMG Wealth Management, Inc. History No change 462 55 0.03% 0.03% 473 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 456 54 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 456 54 0.01% 0.01% 475 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 450 53 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 12, 2026
Founders Financial Alliance, LLC History No change 449 53 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 04, 2026
HM PAYSON & CO History No change 440 52 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 17, 2026
VIMA LLC History No change 420 50 0.05% 0.05% 479 0 0.0% Q2 2026 Jul 24, 2026
Qube Research & Technologies Ltd History No change 419 49 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 422 49 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 22, 2026
Robinswood Financial LLC History No change 415 49 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 384 46 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
Strategic Advocates LLC History No change 379 45 0.17% 0.17% 484 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 389 45 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History No change 368 44 0.01% 0.01% 486 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 343 40 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 20, 2026
Integrity Financial Corp /WA History No change 330 39 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 31, 2026
BROWN BROTHERS HARRIMAN & CO History No change 316 37 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 313 37 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 312 37 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 24, 2026
Spectrum Wealth Advisory Group, LLC History No change 303 36 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 06, 2026
Monetary Solutions, Ltd History No change 306 36 0.03% 0.03% 493 0 0.0% Q2 2026 Jul 23, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 300 35 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 08, 2026
Glassman Wealth Services History No change 296 35 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 300 35 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 272 32 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 05, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 270 32 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 263 31 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 268 31 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 15, 2026
Founders Capital Management History No change 258 30 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 21, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 237 28 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 31, 2026
Allspring Global Investments Holdings, LLC History No change 235 27 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 13, 2026
NorthAvenue LLC History No change 233 27 0.02% 0.02% 504 0 0.0% Q2 2026 Jul 21, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 220 26 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 14, 2026
Park Place Capital Corp History No change 220 26 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 208 24 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 06, 2026
TD Capital Management LLC History No change 186 22 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 06, 2026
TOP Private Wealth LLC. History No change 182 21 0.02% 0.02% 509 0 0.0% Q2 2026 Aug 13, 2026
ADIRONDACK TRUST CO History No change 174 20 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 16, 2026
DecisionPoint Financial, LLC History No change 151 17 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 05, 2026
EASTERN BANK History No change 139 16 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 01, 2026
Clean Yield Group History No change 140 16 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 05, 2026
UMB Bank, n.a. History No change 132 15 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMUNITY TRUST NA History No change 128 15 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 10, 2026
Cherry Tree Wealth Management, LLC History No change 118 14 0.0% 0.0% 516 0 0.0% Q2 2026 Sep 15, 2026
Murphy & Mullick Capital Management Corp History No change 125 14 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 113 13 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 10, 2026
Crewe Advisors LLC History No change 103 12 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 23, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 96 11 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 03, 2026
Realta Investment Advisors History No change 100 11 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 99 11 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 03, 2026
Ulland Investment Advisors, LLC History No change 90 11 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 16, 2026
Medallion Wealth Advisors, LLC History No change 100 11 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 92 10 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History No change 76 9 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 24, 2026
ABOUND FINANCIAL, LLC History No change 81 9 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 82 9 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 24, 2026
Noble Wealth Management PBC History No change 87 9 0.0% 0.0% 529 0 0.0% Q3 2026 Oct 01, 2026
CBIZ Investment Advisory Services, LLC History No change 93 8 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 13, 2026
Kozak & Associates, Inc. History No change 65 7 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 02, 2026
Paladin Advisory Group, LLC History No change 65 7 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 28, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 60 7 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 20, 2026
TRUST CO OF VERMONT History No change 53 6 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 07, 2026
Tradewinds Capital Management, LLC History No change 56 6 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 58 6 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 07, 2026
RMG Wealth Management LLC History No change 52 6 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 55 6 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 21, 2026
REAP Financial Group, LLC History No change 55 6 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 04, 2026
Godfrey Financial Associates, Inc. History No change 42 5 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 11, 2026
Valued Wealth Advisors LLC History No change 38 4 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 20, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 35 4 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 13, 2026
Go Invest LLC History No change 37 4 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History No change 28 3 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 30, 2026
Vermillion Wealth Management, Inc. History No change 30 3 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History No change 29 3 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 30, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 32 3 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 17 2 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 12, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 17 2 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 14, 2026
Orion Capital Management LLC History No change 24 2 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 17, 2026
Smallwood Wealth Investment Management, LLC History No change 20 2 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 23, 2026
Lodestone Wealth Management LLC History No change 21 2 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 9 1 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 9 1 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 28, 2026
PITTENGER & ANDERSON INC History No change 13 1 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 27, 2026
Investment Research & Advisory Group, Inc. History No change 9 1 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 23, 2026
WOLFF WIESE MAGANA LLC History No change 9 1 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 13, 2026
Central Pacific Bank - Trust Division History No change 12 1 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 07, 2026
Cedar Mountain Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Frazier Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Spurstone Advisory Services, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026