VanEck ETF Trust - SMH

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 45,397,230 29,775,589 2.32% 2.32% 1 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 25,167,215 16,506,924 1.89% 1.89% 2 0 0.0% Q2 2026 Sep 02, 2026
GOLDMAN SACHS GROUP INC History No change 23,787,336 15,601,875 1.35% 1.35% 3 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 20,091,378 13,177,733 1.09% 1.09% 4 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 11,377,881 7,462,638 1.43% 1.43% 5 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 9,557,301 6,268,537 0.4% 0.4% 6 0 0.0% Q2 2026 Aug 14, 2026
CTC LLC History No change 85,241 5,590,871 1.77% 1.77% 7 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,736,513 4,984,495 1.73% 1.73% 8 0 0.0% Q2 2026 Aug 13, 2026
Belvedere Trading LLC History No change 6,603,300 4,331,038 4.94% 4.94% 9 0 0.0% Q2 2026 Jul 31, 2026
NOMURA HOLDINGS INC History No change 5,301,600 3,477,266 4.07% 4.07% 10 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 4,272,861 2,802,526 0.93% 0.93% 11 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 4,074,538 2,672,449 0.14% 0.14% 12 0 0.0% Q2 2026 Aug 13, 2026
Compass Rose Asset Management, LP History No change 3,913,000 2,566,497 72.21% 72.21% 13 0 0.0% Q2 2026 Aug 12, 2026
Great Hill Capital LLC History No change 6,264,500 2,537,122 59.07% 59.07% 14 0 0.0% Q2 2026 Jul 27, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,317,771 2,176,092 0.79% 0.79% 15 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,893,467 1,897,796 0.43% 0.43% 16 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 2,392,683 1,569,336 0.2% 0.2% 17 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 2,346,700 1,539,177 1.7% 1.7% 18 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 2,328,639 1,527,331 0.5% 0.5% 19 0 0.0% Q2 2026 Aug 12, 2026
LMR Partners LLP History No change 1,812,631 1,188,886 4.44% 4.44% 20 0 0.0% Q2 2026 Aug 14, 2026
Parallax Volatility Advisers, L.P. History No change 1,719,000 1,127,474 1.92% 1.92% 21 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 1,608,201 1,054,802 2.17% 2.17% 22 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,562,515 1,024,837 0.15% 0.15% 23 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,471,959 965,443 1.2% 1.2% 24 0 0.0% Q2 2026 Aug 14, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 1,429,103 937,334 39.2% 39.2% 25 0 0.0% Q2 2026 Jul 23, 2026
JPMORGAN CHASE & CO History No change 1,297,218 819,816 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 12, 2026
Jasper Ridge Partners, L.P. History No change 1,117,575 733,006 15.63% 15.63% 27 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 1,012,671 664,200 0.52% 0.52% 28 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,003,117 657,934 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 992,691 651,096 4.17% 4.17% 30 0 0.0% Q2 2026 Aug 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 920,000 603,418 0.85% 0.85% 31 0 0.0% Q2 2026 Aug 13, 2026
PointState Capital LP History No change 916,400 601,057 7.68% 7.68% 32 0 0.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (HK) LTD History No change 844,500 553,899 28.04% 28.04% 33 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 842,494 552,583 2.17% 2.17% 34 0 0.0% Q2 2026 Aug 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 795,000 521,433 2.33% 2.33% 35 0 0.0% Q2 2026 Aug 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 779,200 511,069 1.99% 1.99% 36 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 739,031 484,722 0.11% 0.11% 37 0 0.0% Q2 2026 Sep 23, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 714,000 468,305 8.23% 8.23% 38 0 0.0% Q2 2026 Aug 14, 2026
Cavalier Investments, LLC History No change 713,423 467,927 19.44% 19.44% 39 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 702,824 460,975 0.64% 0.64% 40 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 673,600 441,807 0.5% 0.5% 41 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 635,130 416,494 0.11% 0.11% 42 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 613,486 402,379 2.71% 2.71% 43 0 0.0% Q2 2026 Jul 20, 2026
Allianz Asset Management GmbH History No change 602,290 395,035 0.32% 0.32% 44 0 0.0% Q2 2026 Sep 02, 2026
Focus Partners Wealth History No change 588,682 386,110 0.4% 0.4% 45 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners OCIO LLC History No change 577,281 378,632 19.16% 19.16% 46 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 540,200 354,311 1.27% 1.27% 47 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 539,026 353,541 0.19% 0.19% 48 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 522,174 342,489 0.31% 0.31% 49 0 0.0% Q2 2026 Aug 12, 2026
Saudi Central Bank History No change 602,006 335,034 4.39% 4.39% 50 0 0.0% Q2 2026 Jul 30, 2026
PRUDENTIAL PLC History No change 472,312 309,784 1.69% 1.69% 51 0 0.0% Q2 2026 Aug 13, 2026
MAPLELANE CAPITAL, LLC History No change 460,000 301,709 5.47% 5.47% 52 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 441,124 289,328 3.83% 3.83% 53 0 0.0% Q2 2026 Jul 29, 2026
Artisan Partners Limited Partnership History No change 416,300 273,047 0.43% 0.43% 54 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 409,698 268,988 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 14, 2026
SIG BROKERAGE, LP History No change 399,900 262,290 5.1% 5.1% 56 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 378,057 247,907 1.6% 1.6% 57 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 374,000 245,302 0.63% 0.63% 58 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 372,000 243,991 0.45% 0.45% 59 0 0.0% Q2 2026 Aug 17, 2026
OSAIC HOLDINGS, INC. History No change 357,849 234,880 0.28% 0.28% 60 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 354,807 232,714 1.18% 1.18% 61 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 347,669 228,032 1.95% 1.95% 62 0 0.0% Q2 2026 Aug 06, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 347,156 227,696 1.11% 1.11% 63 0 0.0% Q2 2026 Jul 29, 2026
Centiva Capital, LP History No change 327,384 214,727 1.87% 1.87% 64 0 0.0% Q2 2026 Aug 13, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 320,000 209,884 4.4% 4.4% 65 0 0.0% Q2 2026 Aug 14, 2026
Nishkama Capital, LLC History No change 310,000 203,325 6.26% 6.26% 66 0 0.0% Q2 2026 Aug 14, 2026
NWI MANAGEMENT LP History No change 303,000 198,735 9.2% 9.2% 67 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 300,502 197,096 5.5% 5.5% 68 0 0.0% Q2 2026 Aug 05, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 300,000 196,767 1.46% 1.46% 69 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 286,220 187,728 0.87% 0.87% 70 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 283,483 185,933 0.29% 0.29% 71 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 282,670 185,400 0.38% 0.38% 72 0 0.0% Q2 2026 Aug 07, 2026
Point72 Asset Management, L.P. History No change 275,650 180,796 0.2% 0.2% 73 0 0.0% Q2 2026 Aug 14, 2026
Elliott Investment Management L.P. History No change 250,000 163,972 0.72% 0.72% 74 0 0.0% Q2 2026 Aug 14, 2026
BlueCrest Capital Management Ltd History No change 247,000 162,004 5.34% 5.34% 75 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 254,408 160,780 0.11% 0.11% 76 0 0.0% Q2 2026 Aug 13, 2026
Hudson Bay Capital Management LP History No change 243,260 159,551 0.43% 0.43% 77 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 239,789 146,673 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 205,388 134,712 0.31% 0.31% 79 0 0.0% Q2 2026 Jul 27, 2026
Howard Capital Management, LLC History No change 197,200 129,341 1.54% 1.54% 80 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 189,914 124,562 0.16% 0.16% 81 0 0.0% Q2 2026 Jul 29, 2026
Portfolio Strategies, Inc. History No change 175,468 115,089 11.29% 11.29% 82 0 0.0% Q2 2026 Aug 10, 2026
Woodline Partners LP History No change 172,111 112,885 0.35% 0.35% 83 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 172,013 112,821 0.5% 0.5% 84 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 164,599 107,958 0.49% 0.49% 85 0 0.0% Q2 2026 Jul 27, 2026
Mirae Asset Global Investments Co., Ltd. History No change 159,429 104,567 0.15% 0.15% 86 0 0.0% Q2 2026 Jul 22, 2026
Kestra Advisory Services, LLC History No change 145,046 95,134 0.31% 0.31% 87 0 0.0% Q2 2026 Jul 28, 2026
Alphadyne Asset Management LP History No change 135,000 88,545 0.85% 0.85% 88 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 131,286 86,109 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 127,140 83,390 0.55% 0.55% 90 0 0.0% Q2 2026 Aug 17, 2026
Fisher Asset Management, LLC History No change 126,330 82,859 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 124,202 81,496 0.07% 0.07% 92 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 122,260 80,189 0.8% 0.8% 93 0 0.0% Q2 2026 Aug 10, 2026
Moss Adams Wealth Advisors LLC History No change 120,494 79,031 4.94% 4.94% 94 0 0.0% Q2 2026 Jul 27, 2026
Holocene Advisors, LP History No change 120,000 78,706 0.18% 0.18% 95 0 0.0% Q2 2026 Aug 14, 2026
Tensor Edge Capital, LLC History No change 120,000 78,706 5.22% 5.22% 96 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 119,562 78,419 0.43% 0.43% 97 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 118,496 77,720 0.15% 0.15% 98 0 0.0% Q2 2026 Aug 07, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 113,946 74,736 4.81% 4.81% 99 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 112,988 74,107 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 105,000 68,868 0.97% 0.97% 101 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 103,763 68,057 0.13% 0.13% 102 0 0.0% Q2 2026 Aug 05, 2026
WHITEBOX ADVISORS LLC History No change 100,000 65,589 0.86% 0.86% 103 0 0.0% Q2 2026 Aug 14, 2026
Avalon Global Asset Management LLC History No change 100,000 65,589 7.15% 7.15% 104 0 0.0% Q2 2026 Aug 13, 2026
TRB Advisors LP History No change 100,000 65,589 28.17% 28.17% 105 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 796,249 64,775 1.03% 1.03% 106 0 0.0% Q2 2026 Aug 14, 2026
Spider Management Company, LLC History No change 97,744 64,109 12.99% 12.99% 107 0 0.0% Q2 2026 Aug 13, 2026
Miller Investment Management, LP History No change 95,530 62,657 5.72% 5.72% 108 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 93,493 61,321 1.39% 1.39% 109 0 0.0% Q2 2026 Jul 22, 2026
Rezny Wealth Management, Inc. History No change 92,798 60,865 10.52% 10.52% 110 0 0.0% Q2 2026 Jul 17, 2026
Elo Mutual Pension Insurance Co History No change 92,560 60,709 0.78% 0.78% 111 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 92,516 60,681 0.1% 0.1% 112 0 0.0% Q2 2026 Aug 14, 2026
Arosa Capital Management LP History No change 90,000 59,030 10.52% 10.52% 113 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 85,735 56,232 0.09% 0.09% 114 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 85,448 56,044 0.48% 0.48% 115 0 0.0% Q2 2026 Jul 27, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 84,287 55,283 2.27% 2.27% 116 0 0.0% Q2 2026 Aug 05, 2026
Round Rock Advisors LLC History No change 84,209 55,231 7.11% 7.11% 117 0 0.0% Q2 2026 Aug 12, 2026
Bouchey Financial Group, Ltd. History No change 82,577 54,161 3.5% 3.5% 118 0 0.0% Q2 2026 Jul 27, 2026
Yarbrough Capital, LLC History No change 81,148 53,224 1.59% 1.59% 119 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 80,312 52,675 0.09% 0.09% 120 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Advisors, LLC History No change 80,177 52,587 1.73% 1.73% 121 0 0.0% Q2 2026 Aug 07, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 80,000 52,471 11.43% 11.43% 122 0 0.0% Q2 2026 Aug 13, 2026
ION Fund Management Ltd History No change 80,000 52,471 3.33% 3.33% 123 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 79,318 52,023 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 79,278 51,997 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 51,801 51,605 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
LYELL WEALTH MANAGEMENT, LP History No change 76,152 49,947 3.06% 3.06% 127 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 73,019 47,892 0.18% 0.18% 128 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 72,238 47,379 0.28% 0.28% 129 0 0.0% Q2 2026 Aug 17, 2026
PARK AVENUE SECURITIES LLC History No change 71,834 47,115 0.29% 0.29% 130 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Advisors, LLC History No change 69,964 45,888 0.14% 0.14% 131 0 0.0% Q2 2026 Aug 12, 2026
Performance Wealth Partners, LLC History No change 69,835 45,804 1.14% 1.14% 132 0 0.0% Q2 2026 Aug 07, 2026
Ayalon Insurance Comp Ltd. History Added to 74,792 45,548 3.78% 3.3% 133 +33,791 82.42% Q3 2026 Oct 08, 2026
Twin Tree Management, LP History No change 68,629 45,013 0.85% 0.85% 134 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 66,409 43,557 0.69% 0.69% 135 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 66,155 43,390 0.48% 0.48% 136 0 0.0% Q2 2026 Aug 12, 2026
Navigation Group, LLC History No change 65,575 43,009 8.37% 8.37% 137 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 65,267 42,807 0.04% 0.04% 138 0 0.0% Q2 2026 Aug 05, 2026
Calamos Advisors LLC History No change 111,200 42,634 0.14% 0.14% 139 0 0.0% Q2 2026 Jul 31, 2026
Markin Volterra Fund LP History No change 64,000 41,976 28.58% 28.58% 140 0 0.0% Q2 2026 Jul 23, 2026
ADAPT Investment Managers SA History No change 63,911 41,918 0.33% 0.33% 141 0 0.0% Q2 2026 Jul 27, 2026
Principle Wealth Partners LLC History No change 62,788 41,182 2.03% 2.03% 142 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 62,339 40,887 0.76% 0.76% 143 0 0.0% Q2 2026 Jul 15, 2026
Nan Shan Life Insurance Co., Ltd. History No change 61,879 40,585 1.27% 1.27% 144 0 0.0% Q2 2026 Aug 14, 2026
Parker Investment Management, LLC History No change 61,745 40,497 3.09% 3.09% 145 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 61,203 40,142 0.06% 0.06% 146 0 0.0% Q2 2026 Aug 12, 2026
BW Gestao de Investimentos Ltda. History No change 60,000 39,353 0.78% 0.78% 147 0 0.0% Q2 2026 Aug 14, 2026
M & L Capital Management Ltd History No change 59,100 38,763 10.48% 10.48% 148 0 0.0% Q2 2026 Jul 14, 2026
Daiichi Life Insurance Co., Ltd. History No change 57,632 37,800 0.88% 0.88% 149 0 0.0% Q2 2026 Aug 12, 2026
Pine Ridge Advisers LLC History No change 56,475 37,041 2.23% 2.23% 150 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 56,377 36,976 0.2% 0.2% 151 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 56,345 36,955 0.19% 0.19% 152 0 0.0% Q2 2026 Aug 13, 2026
CONDOR CAPITAL MANAGEMENT History No change 55,559 36,440 2.73% 2.73% 153 0 0.0% Q2 2026 Aug 12, 2026
Kraft, Davis & Associates, LLC History No change 60,208 35,523 7.42% 7.42% 154 0 0.0% Q2 2026 Jul 09, 2026
Mariner, LLC History No change 54,060 35,457 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 13, 2026
Kultura Capital Management LP History No change 54,000 35,418 6.4% 6.4% 156 0 0.0% Q2 2026 Aug 14, 2026
Massar Capital Management, LP History No change 53,068 34,806 3.38% 3.38% 157 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Capital Partners, LLC History No change 52,533 34,455 7.38% 7.38% 158 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 52,336 34,326 0.16% 0.16% 159 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 55,159 34,208 0.09% 0.09% 160 0 0.0% Q2 2026 Jul 27, 2026
Sowell Financial Services LLC History No change 51,206 33,585 1.1% 1.1% 161 0 0.0% Q2 2026 Jul 17, 2026
Atika Capital Management LLC History No change 510 33,450 2.2% 2.2% 162 0 0.0% Q2 2026 Aug 13, 2026
Blue Zone Wealth Advisors, LLC History No change 50,513 33,130 5.78% 5.78% 163 0 0.0% Q2 2026 Jul 14, 2026
AE Wealth Management LLC History No change 50,409 33,062 0.15% 0.15% 164 0 0.0% Q2 2026 Aug 03, 2026
Empyrean Capital Partners, LP History No change 50,000 32,794 1.08% 1.08% 165 0 0.0% Q2 2026 Aug 14, 2026
WESPAC Advisors SoCal, LLC History No change 48,055 31,518 5.62% 5.62% 166 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 47,982 31,471 0.18% 0.18% 167 0 0.0% Q2 2026 Aug 14, 2026
AVALON CAPITAL MANAGEMENT History No change 47,957 31,454 7.43% 7.43% 168 0 0.0% Q2 2026 Jul 16, 2026
XTX Topco Ltd History No change 47,832 31,372 0.41% 0.41% 169 0 0.0% Q2 2026 Aug 14, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 47,428 31,107 2.09% 2.09% 170 0 0.0% Q2 2026 Jul 20, 2026
SCOTIA CAPITAL INC. History No change 47,246 30,988 0.12% 0.12% 171 0 0.0% Q2 2026 Aug 11, 2026
NFSG Corp History No change 46,477 30,483 3.77% 3.77% 172 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 45,888 30,042 0.08% 0.08% 173 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 45,116 29,591 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 44,845 29,413 0.18% 0.18% 175 0 0.0% Q2 2026 Jul 20, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 44,336 29,079 22.23% 22.23% 176 0 0.0% Q2 2026 Jul 27, 2026
MKP Capital Management, L.L.C. History No change 43,900 28,793 0.78% 0.78% 177 0 0.0% Q2 2026 Aug 07, 2026
University of Wisconsin Foundation History No change 43,838 28,752 22.77% 22.77% 178 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 43,109 28,275 0.03% 0.03% 179 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 42,850 28,105 0.13% 0.13% 180 0 0.0% Q2 2026 Aug 13, 2026
Itau Unibanco Holding S.A. History No change 42,496 27,872 0.53% 0.53% 181 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 42,366 27,799 0.11% 0.11% 182 0 0.0% Q2 2026 Aug 14, 2026
Schorn Wealth LLC History No change 42,107 27,617 7.22% 7.22% 183 0 0.0% Q2 2026 Jul 31, 2026
Kingsview Wealth Management, LLC History No change 41,438 27,178 0.33% 0.33% 184 0 0.0% Q2 2026 Aug 18, 2026
Black Swift Group, LLC History No change 41,381 27,141 3.92% 3.92% 185 0 0.0% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 41,190 27,016 0.76% 0.76% 186 0 0.0% Q2 2026 Aug 10, 2026
University of Illinois Foundation History No change 40,031 26,255 4.69% 4.69% 187 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 40,000 26,235 0.21% 0.21% 188 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 39,688 26,031 0.32% 0.32% 189 0 0.0% Q2 2026 Jul 22, 2026
J.W. COLE ADVISORS, INC. History No change 39,474 25,890 0.44% 0.44% 190 0 0.0% Q2 2026 Jul 21, 2026
Mason & Associates Inc History No change 39,237 25,735 4.16% 4.16% 191 0 0.0% Q2 2026 Jul 23, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 39,080 25,632 0.65% 0.65% 192 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 38,384 25,175 1.44% 1.44% 193 0 0.0% Q2 2026 Jul 15, 2026
Kozak & Associates, Inc. History No change 39,507 24,512 4.25% 4.25% 194 0 0.0% Q2 2026 Jul 02, 2026
Y.D. More Investments Ltd History No change 37,169 24,378 0.76% 0.76% 195 0 0.0% Q2 2026 Aug 05, 2026
MMBG INVESTMENT ADVISORS CO. History No change 36,962 24,243 1.92% 1.92% 196 0 0.0% Q2 2026 Aug 10, 2026
Ring Mountain Capital, LLC History No change 36,701 24,071 10.1% 10.1% 197 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 36,214 23,752 1.15% 1.15% 198 0 0.0% Q2 2026 Jul 31, 2026
Joseph P. Lucia & Associates, LLC History No change 35,559 23,322 7.01% 7.01% 199 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 34,984 22,946 0.06% 0.06% 200 0 0.0% Q2 2026 Aug 07, 2026
Plotkin Financial Advisors, LLC History No change 33,547 22,003 9.13% 9.13% 201 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 33,528 21,990 3.04% 3.04% 202 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,123 21,725 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 32,615 21,391 0.14% 0.14% 204 0 0.0% Q2 2026 Aug 10, 2026
CREDIT AGRICOLE S A History No change 32,560 21,355 0.04% 0.04% 205 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 32,535 21,280 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 19, 2026
Penobscot Investment Management Company, Inc. History No change 32,440 21,277 1.46% 1.46% 207 0 0.0% Q2 2026 Jul 24, 2026
HSBC HOLDINGS PLC History No change 32,245 21,092 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 31,877 20,908 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 33,074 20,902 1.12% 1.12% 210 0 0.0% Q2 2026 Jul 14, 2026
Global Retirement Partners, LLC History No change 31,801 20,858 0.32% 0.32% 211 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 31,622 20,744 0.3% 0.3% 212 0 0.0% Q2 2026 Jul 15, 2026
Beacon Pointe Advisors, LLC History No change 31,603 20,728 0.1% 0.1% 213 0 0.0% Q2 2026 Aug 18, 2026
HARBOUR INVESTMENTS, INC. History No change 31,414 20,604 0.28% 0.28% 214 0 0.0% Q2 2026 Aug 12, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 31,135 20,421 2.52% 2.52% 215 0 0.0% Q2 2026 Aug 05, 2026
SOROS CAPITAL MANAGEMENT LLC History No change 30,700 20,135 3.6% 3.6% 216 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 30,000 19,676 1.28% 1.28% 217 0 0.0% Q2 2026 Aug 11, 2026
DeepCurrents Investment Group LLC History No change 300 19,676 0.6% 0.6% 218 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 29,827 19,563 0.24% 0.24% 219 0 0.0% Q2 2026 Aug 04, 2026
FIL Ltd History No change 29,081 19,073 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 28,805 18,892 0.19% 0.19% 221 0 0.0% Q2 2026 Jul 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 28,672 18,805 0.21% 0.21% 222 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 28,520 18,705 0.12% 0.12% 223 0 0.0% Q2 2026 Sep 08, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 28,500 18,692 0.25% 0.25% 224 0 0.0% Q2 2026 Aug 14, 2026
Wealth Quarterback LLC History No change 28,436 18,650 5.76% 5.76% 225 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 28,220 18,509 0.35% 0.35% 226 0 0.0% Q2 2026 Aug 14, 2026
Concentrum Wealth Management History No change 27,972 18,346 4.39% 4.39% 227 0 0.0% Q2 2026 Aug 06, 2026
Brevan Howard Capital Management LP History No change 27,948 18,330 0.14% 0.14% 228 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 27,370 17,951 0.77% 0.77% 229 0 0.0% Q2 2026 Jul 22, 2026
Csenge Advisory Group History No change 26,951 17,677 0.72% 0.72% 230 0 0.0% Q2 2026 Aug 10, 2026
Phoenix Financial Ltd. History No change 26,596 17,442 0.12% 0.12% 231 0 0.0% Q2 2026 Aug 11, 2026
TCP Asset Management, LLC History No change 26,573 17,428 1.98% 1.98% 232 0 0.0% Q2 2026 Jul 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 28,509 17,419 0.03% 0.03% 233 0 0.0% Q2 2026 Jul 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 28,408 17,300 0.21% 0.23% 234 -759 -2.6% Q3 2026 Oct 05, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 26,245 17,213 11.97% 11.97% 235 0 0.0% Q2 2026 Jul 21, 2026
Endure Capital Management, LLC History No change 26,200 17,184 3.81% 3.81% 236 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 25,583 16,779 0.04% 0.04% 237 0 0.0% Q2 2026 Aug 11, 2026
KWMG, LLC History Reduced 27,315 16,634 1.2% 1.32% 238 -553 -1.98% Q3 2026 Oct 07, 2026
URS Advisory LLC History No change 25,302 16,595 9.24% 9.24% 239 0 0.0% Q2 2026 Jul 27, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 25,122 16,477 0.9% 0.9% 240 0 0.0% Q2 2026 Jul 27, 2026
MYDA Advisors LLC History No change 25,000 16,397 2.44% 2.44% 241 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 24,968 16,376 0.33% 0.33% 242 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 24,944 16,360 3.95% 3.95% 243 0 0.0% Q2 2026 Aug 10, 2026
KCM INVESTMENT ADVISORS LLC History No change 24,728 16,218 0.48% 0.48% 244 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 24,678 16,186 0.41% 0.41% 245 0 0.0% Q2 2026 Aug 07, 2026
Marcho Partners LLP History No change 24,500 16,069 9.14% 9.14% 246 0 0.0% Q2 2026 Aug 06, 2026
Waterloo Capital, L.P. History No change 24,451 16,029 0.9% 0.9% 247 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 24,394 15,999 0.16% 0.16% 248 0 0.0% Q2 2026 Jul 15, 2026
Strategic Wealth Partners, Ltd. History No change 24,108 15,812 0.98% 0.98% 249 0 0.0% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History No change 24,030 15,761 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 23,791 15,604 1.41% 1.41% 251 0 0.0% Q2 2026 Jul 16, 2026
J.Safra Asset Management Corp History No change 23,708 15,549 0.72% 0.72% 252 0 0.0% Q2 2026 Aug 06, 2026
Perkins Coie Trust Co History No change 23,628 15,497 2.57% 2.57% 253 0 0.0% Q2 2026 Jul 09, 2026
IAM Advisory, LLC History No change 23,557 15,450 3.01% 3.01% 254 0 0.0% Q2 2026 Jul 14, 2026
AJ Advisors, LLC History No change 23,453 15,382 4.78% 4.78% 255 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 23,145 15,180 0.15% 0.15% 256 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 36,974 15,053 0.25% 0.25% 257 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 22,890 15,012 0.59% 0.59% 258 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 22,846 14,984 0.56% 0.56% 259 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 22,806 14,958 0.96% 0.96% 260 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 22,656 14,860 0.28% 0.28% 261 0 0.0% Q2 2026 Jul 09, 2026
CoreCap Advisors, LLC History Reduced 24,392 14,855 0.43% 0.48% 262 -410 -1.65% Q3 2026 Oct 08, 2026
Marex Group Ltd History No change 22,459 14,730 0.06% 0.06% 263 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 22,458 14,729 0.18% 0.18% 264 0 0.0% Q2 2026 Jul 20, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 22,544 14,698 0.09% 0.09% 265 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,286 14,613 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 22,059 14,468 0.19% 0.19% 267 0 0.0% Q2 2026 Aug 10, 2026
Vontobel Holding Ltd. History No change 21,583 14,156 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 03, 2026
NWAM LLC History No change 21,500 14,101 0.7% 0.7% 269 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 21,474 14,085 0.05% 0.05% 270 0 0.0% Q2 2026 Aug 14, 2026
MFA WEALTH ADVISORS, LLC History Reduced 23,006 14,010 2.38% 2.61% 271 -350 -1.5% Q3 2026 Oct 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 21,354 14,005 0.15% 0.15% 272 0 0.0% Q2 2026 Aug 03, 2026
Madrona Financial Services, LLC History No change 21,240 13,931 2.57% 2.57% 273 0 0.0% Q2 2026 Jul 17, 2026
Atomic Invest LLC History No change 21,916 13,855 1.22% 1.22% 274 0 0.0% Q2 2026 Sep 25, 2026
MEANS INVESTMENT CO., INC. History No change 21,094 13,835 1.04% 1.04% 275 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 21,080 13,826 0.42% 0.42% 276 0 0.0% Q2 2026 Jul 15, 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje History No change 21,040 13,799 2.67% 2.67% 277 0 0.0% Q2 2026 Aug 11, 2026
Valence8 US LP History No change 20,934 13,730 4.57% 4.57% 278 0 0.0% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History No change 20,784 13,632 0.99% 0.99% 279 0 0.0% Q2 2026 Aug 14, 2026
Richmond Investment Services, LLC History No change 20,703 13,578 4.3% 4.3% 280 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 20,351 13,347 0.32% 0.32% 281 0 0.0% Q2 2026 Aug 13, 2026
Hudock, Inc. History No change 20,322 13,329 1.71% 1.71% 282 0 0.0% Q2 2026 Jul 31, 2026
Cooper Capital Advisors LLC History No change 20,173 13,231 5.74% 5.74% 283 0 0.0% Q2 2026 Jul 22, 2026
Polar Asset Management Partners Inc. History No change 20,000 13,117 0.22% 0.22% 284 0 0.0% Q2 2026 Aug 14, 2026
Kirkoswald Asset Management LLC History No change 20,000 13,117 1.07% 1.07% 285 0 0.0% Q2 2026 Aug 13, 2026
Candelo Capital Management LP History No change 20,000 13,117 8.08% 8.08% 286 0 0.0% Q2 2026 Aug 14, 2026
Rye Brook Capital LLC History Added to 21,419 13,044 8.44% 9.71% 287 +309 1.46% Q3 2026 Oct 07, 2026
Tamar Securities, LLC History No change 19,837 13,010 1.22% 1.22% 288 0 0.0% Q2 2026 Aug 05, 2026
Crown Wealth Group, LLC History No change 19,624 12,871 3.28% 3.28% 289 0 0.0% Q2 2026 Jul 21, 2026
Banco BTG Pactual S.A. History No change 19,609 12,861 1.08% 1.08% 290 0 0.0% Q2 2026 Aug 07, 2026
WS MANAGEMENT LLLP History No change 19,600 12,855 1.12% 1.12% 291 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 19,556 12,826 0.59% 0.59% 292 0 0.0% Q2 2026 Aug 04, 2026
CreativeOne Wealth, LLC History No change 19,522 12,804 0.28% 0.28% 293 0 0.0% Q2 2026 Aug 13, 2026
WT Wealth Management History No change 19,410 12,730 3.53% 3.53% 294 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,312 12,666 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 07, 2026
PFG Advisors History No change 19,213 12,601 0.64% 0.64% 296 0 0.0% Q2 2026 Jul 16, 2026
Advisory Services Network, LLC History No change 19,179 12,579 0.14% 0.14% 297 0 0.0% Q2 2026 Aug 12, 2026
STG SECURITIES, LLC History No change 19,151 12,560 0.87% 0.87% 298 0 0.0% Q2 2026 Aug 13, 2026
Capital Markets Trading UK LLP History No change 19,000 12,464 0.12% 0.12% 299 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Strategies, LLC History No change 18,874 12,379 1.92% 1.92% 300 0 0.0% Q2 2026 Jul 21, 2026
Financial Freedom, LLC History No change 18,728 12,283 5.64% 5.64% 301 0 0.0% Q2 2026 Aug 05, 2026
Aragon Global Management, LP History No change 18,600 12,199 4.62% 4.62% 302 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 18,345 12,032 0.02% 0.02% 303 0 0.0% Q2 2026 Aug 14, 2026
Pachira Investments Inc. History No change 18,337 12,026 4.54% 4.54% 304 0 0.0% Q2 2026 Jul 17, 2026
Walleye Capital LLC History No change 18,299 12,002 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 03, 2026
IHT Wealth Management, LLC History No change 18,066 11,849 0.25% 0.25% 306 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 17,990 11,799 0.46% 0.46% 307 0 0.0% Q2 2026 Jul 02, 2026
LOWERY THOMAS, LLC History No change 17,895 11,729 5.73% 5.73% 308 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 17,589 11,536 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 17,551 11,511 0.04% 0.04% 310 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 17,372 11,393 1.01% 1.01% 311 0 0.0% Q2 2026 Jul 28, 2026
Federation des caisses Desjardins du Quebec History No change 17,286 11,336 0.03% 0.03% 312 0 0.0% Q2 2026 Aug 13, 2026
Retirement Management Systems Inc. History No change 17,236 11,304 2.31% 2.31% 313 0 0.0% Q2 2026 Jul 21, 2026
BANK OF NOVA SCOTIA History No change 17,128 11,234 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 17,040 11,176 0.37% 0.37% 315 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 17,018 11,162 0.45% 0.45% 316 0 0.0% Q2 2026 Jul 27, 2026
Capula Management Ltd History No change 17,016 11,160 0.04% 0.04% 317 0 0.0% Q2 2026 Aug 14, 2026
CenterStar Asset Management, LLC History Reduced 18,278 11,131 2.62% 2.12% 318 -722 -3.8% Q3 2026 Oct 09, 2026
Naman Capital Ltda History No change 16,857 11,056 3.42% 3.42% 319 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 16,804 11,021 1.22% 1.22% 320 0 0.0% Q2 2026 Jul 09, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 16,651 10,921 2.33% 2.33% 321 0 0.0% Q2 2026 Jul 27, 2026
Piedmont Capital Management, LLC History No change 17,512 10,866 5.49% 5.49% 322 0 0.0% Q2 2026 Aug 13, 2026
Oasis Advisors, LLC History No change 16,029 10,513 6.82% 6.82% 323 0 0.0% Q2 2026 Jul 30, 2026
Center for Wealth Management Advisory History No change 16,009 10,500 6.59% 6.59% 324 0 0.0% Q2 2026 Aug 14, 2026
KICKSTAND VENTURES, LLC. History No change 15,767 10,341 1.88% 1.88% 325 0 0.0% Q2 2026 Jul 30, 2026
MONECO ADVISORS, LLC History No change 15,669 10,277 0.63% 0.63% 326 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 15,498 10,164 0.27% 0.27% 327 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 15,377 10,085 0.26% 0.26% 328 0 0.0% Q2 2026 Jul 28, 2026
Graham Capital Management, L.P. History No change 15,200 9,969 0.18% 0.18% 329 0 0.0% Q2 2026 Aug 14, 2026
ADAPT WEALTH ADVISORS, LLC History No change 15,118 9,916 3.24% 3.24% 330 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 15,031 9,858 0.16% 0.16% 331 0 0.0% Q2 2026 Jul 31, 2026
Murchinson Ltd. History No change 15,000 9,838 1.36% 1.36% 332 0 0.0% Q2 2026 Aug 13, 2026
RWQ Financial Management Services, Inc. History No change 14,910 9,779 4.72% 4.72% 333 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History Added to 16,047 9,772 0.07% 0.08% 334 +776 5.08% Q3 2026 Oct 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 14,896 9,770 0.11% 0.11% 335 0 0.0% Q2 2026 Aug 14, 2026
StoneCrest Wealth Management, Inc. History No change 14,872 9,754 3.12% 3.12% 336 0 0.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History No change 14,823 9,722 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 14,780 9,694 0.38% 0.38% 338 0 0.0% Q2 2026 Jul 23, 2026
StoneX Group Inc. History No change 15,222 9,471 0.38% 0.38% 339 0 0.0% Q2 2026 Aug 12, 2026
TORONTO DOMINION BANK History No change 14,319 9,395 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 14,276 9,363 0.92% 0.92% 341 0 0.0% Q2 2026 Aug 05, 2026
ARS Investment Partners, LLC History No change 14,047 9,213 0.4% 0.4% 342 0 0.0% Q2 2026 Jul 09, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 13,892 9,111 2.31% 2.31% 343 0 0.0% Q2 2026 Jul 23, 2026
PINNACLE ASSOCIATES LTD History No change 13,870 9,097 0.1% 0.1% 344 0 0.0% Q2 2026 Aug 03, 2026
CENTAURUS FINANCIAL, INC. History No change 13,841 9,078 0.35% 0.35% 345 0 0.0% Q2 2026 Aug 17, 2026
Belpointe Asset Management LLC History No change 13,756 9,022 0.29% 0.29% 346 0 0.0% Q2 2026 Jul 31, 2026
PCG Wealth Advisors, LLC History No change 13,707 8,989 2.01% 2.01% 347 0 0.0% Q2 2026 Aug 03, 2026
Lotus Technology Management, LP History No change 12,291 8,985 11.03% 11.03% 348 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 13,607 8,925 0.14% 0.14% 349 0 0.0% Q2 2026 Aug 05, 2026
Westwood Wealth Management History No change 13,425 8,805 2.55% 2.55% 350 0 0.0% Q2 2026 Aug 07, 2026
Guardian Capital, LLC History No change 13,192 8,652 7.08% 7.08% 351 0 0.0% Q2 2026 Aug 07, 2026
Bay Rivers Group History No change 13,181 8,645 2.95% 2.95% 352 0 0.0% Q2 2026 Jul 09, 2026
NATIXIS ADVISORS, LLC History No change 13,173 8,640 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 14, 2026
VMS Asset Management Limited History No change 13,133 8,613 2.73% 2.73% 354 0 0.0% Q2 2026 Jul 22, 2026
Nikulski Financial, Inc. History No change 13,078 8,577 1.85% 1.85% 355 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 12,975 8,510 0.09% 0.09% 356 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Capital Advisors, Inc. History No change 12,773 8,378 6.0% 6.0% 357 0 0.0% Q2 2026 Jul 31, 2026
Allspring Global Investments Holdings, LLC History No change 13,454 8,347 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 12,608 8,269 0.04% 0.04% 359 0 0.0% Q2 2026 Aug 11, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 12,536 8,221 3.86% 3.86% 360 0 0.0% Q2 2026 Jul 21, 2026
Consolidated Portfolio Review Corp History No change 12,505 8,201 0.68% 0.68% 361 0 0.0% Q2 2026 Jul 23, 2026
NORDEN GROUP LLC History No change 12,504 8,201 0.67% 0.67% 362 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 12,465 8,175 0.09% 0.09% 363 0 0.0% Q2 2026 Aug 03, 2026
Meridian Wealth Management, LLC History No change 12,376 8,117 0.25% 0.25% 364 0 0.0% Q2 2026 Aug 05, 2026
Segment Wealth Management, LLC History No change 12,211 8,009 0.42% 0.42% 365 0 0.0% Q2 2026 Jul 16, 2026
Arvin Capital Management LP History No change 12,000 7,870 1.03% 1.03% 366 0 0.0% Q2 2026 Aug 13, 2026
Union Bancaire Privee, UBP SA History No change 15,003 7,866 0.09% 0.09% 367 0 0.0% Q2 2026 Jul 16, 2026
Perigon Wealth Management, LLC History No change 11,990 7,863 0.12% 0.12% 368 0 0.0% Q2 2026 Aug 07, 2026
NWF Advisory Services Inc. History No change 11,705 7,677 0.72% 0.72% 369 0 0.0% Q2 2026 Jul 29, 2026
Wellington Shields Capital Management, LLC History No change 11,411 7,484 0.95% 0.95% 370 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 11,376 7,461 0.78% 0.78% 371 0 0.0% Q2 2026 Jul 30, 2026
Apollon Financial, LLC History No change 11,264 7,387 0.87% 0.87% 372 0 0.0% Q2 2026 Jul 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 11,231 7,366 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 11,173 7,328 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 05, 2026
Peak Planning Group, LLC History No change 11,138 7,305 1.65% 1.65% 375 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 11,772 7,304 0.44% 0.44% 376 0 0.0% Q2 2026 Jul 22, 2026
Westside Investment Management, Inc. History No change 11,126 7,297 0.96% 0.96% 377 0 0.0% Q2 2026 Jul 27, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 10,942 7,176 2.22% 2.22% 378 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 10,885 7,139 0.22% 0.22% 379 0 0.0% Q2 2026 Jul 31, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 10,881 7,136 3.68% 3.68% 380 0 0.0% Q2 2026 Aug 12, 2026
Bluesphere Advisors LLC History No change 10,869 7,128 2.2% 2.2% 381 0 0.0% Q2 2026 Jul 30, 2026
Traynor Capital Management, Inc. History No change 10,845 7,112 0.33% 0.33% 382 0 0.0% Q2 2026 Jul 22, 2026
Tower Research Capital LLC (TRC) History No change 10,667 6,996 0.17% 0.17% 383 0 0.0% Q2 2026 Aug 11, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 10,572 6,934 2.16% 2.16% 384 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 10,502 6,888 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 13, 2026
Ciovacco Capital Management LLC History No change 10,496 6,884 3.06% 3.06% 386 0 0.0% Q2 2026 Aug 07, 2026
Urban Wealth Management, LLC History No change 10,389 6,814 5.94% 5.94% 387 0 0.0% Q2 2026 Jul 23, 2026
MADDEN SECURITIES Corp History No change 10,387 6,812 1.89% 1.89% 388 0 0.0% Q2 2026 Jul 24, 2026
Mezzasalma Advisors, LLC History No change 22,086 6,754 1.36% 1.36% 389 0 0.0% Q2 2026 Aug 10, 2026
SeaCrest Wealth Management, LLC History No change 10,232 6,711 0.74% 0.74% 390 0 0.0% Q2 2026 Jul 09, 2026
VestGen Advisors, LLC History No change 10,220 6,703 0.2% 0.2% 391 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 10,106 6,628 0.04% 0.04% 392 0 0.0% Q2 2026 Jul 24, 2026
CALTON & ASSOCIATES, INC. History No change 10,052 6,592 0.97% 0.97% 393 0 0.0% Q2 2026 Aug 10, 2026
Kera Capital Partners, Inc. History No change 10,040 6,585 0.63% 0.63% 394 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 10,013 6,567 0.34% 0.34% 395 0 0.0% Q2 2026 Jul 31, 2026
VALLEY NATIONAL ADVISERS INC History No change 10,004 6,561 0.73% 0.73% 396 0 0.0% Q2 2026 Jul 29, 2026
Fore Capital, LLC History No change 10,000 6,558 1.94% 1.94% 397 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 10,267 6,519 0.31% 0.31% 398 0 0.0% Q2 2026 Jul 28, 2026
PW Nova Financial Services LLC History No change 9,864 6,469 1.39% 1.39% 399 0 0.0% Q2 2026 Jul 29, 2026
Castle Rock Wealth Management, LLC History Reduced 10,144 6,416 1.21% 1.32% 400 -733 -6.74% Q3 2026 Oct 09, 2026
Sage Mountain Advisors LLC History No change 9,739 6,387 0.39% 0.39% 401 0 0.0% Q2 2026 Aug 05, 2026
Decker Retirement Planning Inc. History No change 9,672 6,343 2.16% 2.16% 402 0 0.0% Q2 2026 Jul 16, 2026
Kaizen Financial Strategies History Reduced 10,339 6,296 2.48% 9.82% 403 -38,358 -78.77% Q3 2026 Oct 09, 2026
Diversify Advisory Services, LLC History No change 11,401 6,253 0.1% 0.1% 404 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 11,401 6,253 0.1% 0.1% 405 0 0.0% Q2 2026 Jul 29, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 9,295 6,096 1.63% 1.63% 406 0 0.0% Q2 2026 Jul 09, 2026
CORNERSTONE ENTERPRISES, LLC History No change 9,219 6,046 2.76% 2.76% 407 0 0.0% Q2 2026 Jul 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8,922 5,851 0.28% 0.28% 408 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 8,863 5,813 0.17% 0.17% 409 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 8,850 5,804 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 8,750 5,739 3.13% 3.13% 411 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History No change 8,728 5,724 0.33% 0.33% 412 0 0.0% Q2 2026 Jul 16, 2026
Keystone Global Partners, LLC History No change 8,667 5,684 2.15% 2.15% 413 0 0.0% Q2 2026 Jul 16, 2026
Allworth Financial LP History No change 8,650 5,673 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 8,601 5,641 0.12% 0.12% 415 0 0.0% Q2 2026 Aug 03, 2026
SCS Capital Management LLC History No change 8,596 5,638 0.05% 0.05% 416 0 0.0% Q2 2026 Aug 06, 2026
WealthBridge Investment Counsel Inc. History No change 8,575 5,624 1.5% 1.5% 417 0 0.0% Q2 2026 Jul 15, 2026
Milestones Private Investment Advisors LLC History No change 8,574 5,623 4.48% 4.48% 418 0 0.0% Q2 2026 Jul 24, 2026
DELTA FINANCIAL ADVISORS LLC History No change 8,518 5,586 1.33% 1.33% 419 0 0.0% Q2 2026 Aug 05, 2026
BLVD Private Wealth, LLC History No change 8,518 5,586 4.15% 4.15% 420 0 0.0% Q2 2026 Jul 23, 2026
Arcataur Capital Management LLC History No change 8,509 5,580 1.38% 1.38% 421 0 0.0% Q2 2026 Jul 23, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 8,500 5,575 0.7% 0.7% 422 0 0.0% Q2 2026 Aug 14, 2026
RH Tailwind Management, LLC History No change 8,500 5,575 0.54% 0.54% 423 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 8,476 5,559 0.08% 0.08% 424 0 0.0% Q2 2026 Aug 10, 2026
LifeWealth Investments, LLC History No change 8,407 5,514 1.47% 1.47% 425 0 0.0% Q2 2026 Jul 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 8,325 5,460 0.21% 0.21% 426 0 0.0% Q2 2026 Jul 22, 2026
Vision Retirement, LLC History No change 8,302 5,445 1.32% 1.32% 427 0 0.0% Q2 2026 Jul 21, 2026
Three Magnolias Financial Advisors, LLC History No change 8,294 5,439 3.03% 3.03% 428 0 0.0% Q2 2026 Jul 31, 2026
Cassady Wealth & Retirement Planning, LLC History No change 8,229 5,397 2.51% 2.51% 429 0 0.0% Q2 2026 Jul 24, 2026
Titiun Yejiel History No change 8,214 5,387 4.68% 4.68% 430 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 8,208 5,383 0.06% 0.06% 431 0 0.0% Q2 2026 Jul 29, 2026
BIP Wealth, LLC History No change 8,186 5,368 0.15% 0.15% 432 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 8,162 5,353 0.13% 0.13% 433 0 0.0% Q2 2026 Jul 29, 2026
SACKS & ASSOCIATES, LLC History Reduced 8,745 5,325 3.72% 3.27% 435 -231 -2.57% Q3 2026 Oct 09, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8,119 5,325 0.1% 0.1% 434 0 0.0% Q2 2026 Aug 04, 2026
Owen LaRue, LLC History No change 8,090 5,306 1.85% 1.85% 436 0 0.0% Q2 2026 Jul 22, 2026
FLAGSTAR SECURITIES, INC History No change 8,030 5,266 1.59% 1.59% 437 0 0.0% Q2 2026 Jul 15, 2026
Ignite Planners, LLC History No change 7,889 5,174 0.71% 0.71% 438 0 0.0% Q2 2026 Jul 23, 2026
WILLIAM JOHN SEMPOLINSKI History No change 7,882 5,169 2.09% 2.09% 439 0 0.0% Q2 2026 Aug 14, 2026
Todd Wealth Management, LLC History No change 7,849 5,148 3.9% 3.9% 440 0 0.0% Q2 2026 Oct 07, 2026
IFG Advisory, LLC History No change 7,779 5,102 0.18% 0.18% 441 0 0.0% Q2 2026 Aug 13, 2026
Garden State Investment Advisory Services LLC History No change 7,751 5,083 0.92% 0.92% 442 0 0.0% Q2 2026 Aug 11, 2026
ALTFEST L J & CO INC History No change 7,744 5,079 0.49% 0.49% 443 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 7,723 5,065 0.09% 0.09% 444 0 0.0% Q2 2026 Jul 20, 2026
One Capital Management, LLC History No change 13,123 5,031 0.14% 0.14% 445 0 0.0% Q2 2026 Aug 13, 2026
Aft, Forsyth & Sober, LLC History No change 13,000 4,984 1.56% 1.56% 446 0 0.0% Q2 2026 Aug 14, 2026
Berbice Capital Management LLC History No change 7,534 4,941 2.56% 2.56% 447 0 0.0% Q2 2026 Jul 23, 2026
Hilltop Holdings Inc. History No change 7,491 4,913 0.38% 0.38% 448 0 0.0% Q2 2026 Aug 13, 2026
Paragon Advisors, LLC History No change 7,488 4,910 1.03% 1.03% 449 0 0.0% Q2 2026 Jul 29, 2026
Accurate Wealth Management, LLC History No change 8,035 4,908 0.47% 0.47% 450 0 0.0% Q2 2026 Jul 14, 2026
Delos Wealth Advisors, LLC History No change 7,477 4,904 2.51% 2.51% 451 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 7,393 4,848 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 27, 2026
JB Capital LLC History No change 7,387 4,845 0.17% 0.17% 453 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 7,323 4,802 0.05% 0.05% 454 0 0.0% Q2 2026 Aug 04, 2026
5th Street Advisors, LLC History No change 7,294 4,784 1.82% 1.82% 455 0 0.0% Q2 2026 Aug 05, 2026
Tactive Advisors, LLC History Added to 7,810 4,756 1.14% 1.19% 456 +470 6.4% Q3 2026 Oct 08, 2026
Magnus Financial Group LLC History No change 7,169 4,702 0.33% 0.33% 457 0 0.0% Q2 2026 Jul 09, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 7,167 4,701 0.79% 0.79% 458 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 7,149 4,688 0.1% 0.1% 459 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 7,145 4,686 0.03% 0.03% 460 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 7,139 4,682 1.05% 1.05% 461 0 0.0% Q2 2026 Jul 27, 2026
WBI INVESTMENTS, LLC History No change 7,111 4,664 1.16% 1.16% 462 0 0.0% Q2 2026 Aug 11, 2026
Dauntless Investment Group, LLC History No change 7,100 4,656 3.66% 3.66% 463 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,031 4,611 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 13, 2026
Schear Investment Advisers, LLC History No change 7,027 4,608 1.54% 1.54% 465 0 0.0% Q2 2026 Jul 27, 2026
INTERCAPITAL, LLC History No change 7,000 4,591 1.15% 1.15% 466 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 6,996 4,589 0.58% 0.58% 467 0 0.0% Q2 2026 Jul 23, 2026
McGuire Investment Group, LLC History No change 6,948 4,557 0.4% 0.4% 468 0 0.0% Q2 2026 Jul 27, 2026
Ferguson Shapiro LLC History No change 6,905 4,528 1.32% 1.32% 469 0 0.0% Q2 2026 Jul 09, 2026
Regal Investment Advisors LLC History No change 6,900 4,525 0.24% 0.24% 470 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 6,866 4,503 0.25% 0.25% 471 0 0.0% Q2 2026 Jul 31, 2026
HUB Investment Partners, LLC History No change 6,863 4,501 0.08% 0.08% 472 0 0.0% Q2 2026 Jul 31, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,822 4,474 0.02% 0.02% 473 0 0.0% Q2 2026 Sep 23, 2026
Joel Isaacson & Co., LLC History No change 6,770 4,440 0.13% 0.13% 474 0 0.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 6,724 4,410 0.21% 0.21% 475 0 0.0% Q2 2026 Aug 11, 2026
Snider Financial Group History No change 6,704 4,396 1.12% 1.12% 476 0 0.0% Q2 2026 Jul 14, 2026
Fullerton Fund Management Co Ltd. History No change 6,653 4,363 0.28% 0.28% 477 0 0.0% Q2 2026 Aug 14, 2026
Estate Planners Group, LLC History No change 6,592 4,323 1.95% 1.95% 478 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 6,565 4,305 0.27% 0.27% 479 0 0.0% Q2 2026 Aug 04, 2026
KLINGENSTEIN FIELDS & CO LP History No change 6,486 4,254 0.15% 0.15% 480 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 6,475 4,246 0.02% 0.02% 481 0 0.0% Q2 2026 Jul 17, 2026
HBK Sorce Advisory LLC History No change 7,452 4,245 0.08% 0.08% 482 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 6,471 4,244 0.04% 0.04% 483 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 6,450 4,230 1.25% 1.25% 484 0 0.0% Q2 2026 Jul 23, 2026
GUGGENHEIM CAPITAL LLC History No change 6,447 4,228 0.03% 0.03% 485 0 0.0% Q2 2026 Aug 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 6,427 4,215 1.05% 1.05% 486 0 0.0% Q2 2026 Jul 24, 2026
Telos Capital Management, Inc. History No change 6,388 4,189 0.37% 0.37% 487 0 0.0% Q2 2026 Jul 22, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 6,355 4,168 0.94% 0.94% 488 0 0.0% Q2 2026 Aug 07, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 6,350 4,165 0.69% 0.69% 489 0 0.0% Q2 2026 Aug 04, 2026
Mascagni Wealth Management, Inc. History No change 6,207 4,071 2.53% 2.53% 490 0 0.0% Q2 2026 Jul 31, 2026
New Insight Wealth Advisors History No change 6,166 4,044 1.19% 1.19% 491 0 0.0% Q2 2026 Jul 27, 2026
J. Goldman & Co LP History No change 6,100 4,000 0.1% 0.1% 492 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 6,053 3,970 0.19% 0.19% 493 0 0.0% Q2 2026 Aug 11, 2026
Leeward Financial Partners, LLC History No change 6,017 3,946 1.04% 1.04% 494 0 0.0% Q2 2026 Aug 06, 2026
Dakota Wealth Management History No change 6,006 3,939 0.08% 0.08% 495 0 0.0% Q2 2026 Aug 07, 2026
PING CAPITAL MANAGEMENT, INC. History No change 6,000 3,935 0.98% 0.98% 496 0 0.0% Q2 2026 Jul 20, 2026
Gerber Kawasaki Wealth & Investment Management History No change 5,965 3,912 0.1% 0.1% 497 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 5,933 3,891 0.03% 0.03% 498 0 0.0% Q2 2026 Aug 12, 2026
SFI Advisors, LLC History No change 5,928 3,888 3.35% 3.35% 499 0 0.0% Q2 2026 Jul 27, 2026
Piscataqua Savings Bank History No change 5,830 3,823 2.58% 2.58% 500 0 0.0% Q2 2026 Jul 09, 2026
Calamos Wealth Management LLC History No change 5,797 3,802 0.11% 0.11% 501 0 0.0% Q2 2026 Jul 31, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 5,790 3,797 0.81% 0.81% 502 0 0.0% Q2 2026 Jul 16, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 5,710 3,745 2.76% 2.76% 503 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 5,701 3,739 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 11, 2026
Bright Futures Wealth Management, LLC. History No change 5,612 3,681 2.38% 2.38% 505 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 5,602 3,674 0.29% 0.29% 506 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 5,577 3,658 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 14, 2026
Trademark Financial Management, LLC History No change 5,566 3,650 1.49% 1.49% 508 0 0.0% Q2 2026 Jul 27, 2026
Independent Advisor Alliance History No change 5,535 3,630 0.09% 0.09% 509 0 0.0% Q2 2026 Aug 12, 2026
Wealth Watch Advisors, INC History No change 5,469 3,587 1.16% 1.16% 510 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Select Advisors, LLC History No change 5,443 3,570 1.5% 1.5% 511 0 0.0% Q2 2026 Aug 05, 2026
Accel Wealth Management History No change 5,439 3,567 0.8% 0.8% 512 0 0.0% Q2 2026 Jul 10, 2026
Avidian Wealth Enterprises, LLC History Added to 5,831 3,551 0.1% 0.09% 513 +775 15.33% Q3 2026 Oct 08, 2026
Warberg Asset Management LLC History No change 5,400 3,541 0.64% 0.64% 514 0 0.0% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,321 3,490 0.03% 0.03% 515 0 0.0% Q2 2026 Aug 14, 2026
Portman Square Capital LLP History No change 5,300 3,476 0.16% 0.16% 516 0 0.0% Q2 2026 Jul 15, 2026
Composition Wealth, LLC History No change 5,279 3,462 0.04% 0.04% 517 0 0.0% Q2 2026 Jul 22, 2026
First Heartland Consultants, Inc. History Added to 5,684 3,461 0.23% 0.24% 518 +124 2.23% Q3 2026 Oct 08, 2026
Sovran Advisors, LLC History No change 6,534 3,460 0.26% 0.26% 519 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,256 3,447 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Management LLC History No change 5,208 3,415 0.38% 0.38% 521 0 0.0% Q2 2026 Aug 12, 2026
Strategic Financial Group, LLC History New 5,578 3,397 3.29% — 522 +5,578 New Q3 2026 Oct 08, 2026
Perennial Advisors, LLC History No change 5,171 3,391 0.52% 0.52% 523 0 0.0% Q2 2026 Jul 13, 2026
Altura Wealth Advisors Inc. History No change 5,147 3,375 1.14% 1.14% 524 0 0.0% Q2 2026 Jul 22, 2026
Grantvest Financial Group LLC History No change 5,119 3,357 1.95% 1.95% 525 0 0.0% Q2 2026 Aug 07, 2026
Signal Advisors Wealth, LLC History No change 5,111 3,351 0.17% 0.17% 526 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 5,101 3,345 0.8% 0.8% 527 0 0.0% Q2 2026 Aug 10, 2026
Future Financial Wealth Managment LLC History No change 5,737 3,328 2.07% 2.07% 528 0 0.0% Q2 2026 Jul 24, 2026
Concord Wealth Partners History No change 5,061 3,319 0.38% 0.38% 529 0 0.0% Q2 2026 Jul 27, 2026
Great Diamond Partners, LLC History No change 5,055 3,315 0.57% 0.57% 530 0 0.0% Q2 2026 Jul 17, 2026
Tennessee Valley Asset Management Partners History No change 5,018 3,291 0.36% 0.36% 531 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 5,671 3,289 0.07% 0.07% 532 0 0.0% Q2 2026 Jul 29, 2026
Cannon Advisors, Inc. History No change 5,471 3,284 2.0% 2.0% 533 0 0.0% Q2 2026 Jul 15, 2026
Galaxy Digital Inc. History No change 5,000 3,279 0.19% 0.19% 534 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 4,982 3,267 0.04% 0.04% 535 0 0.0% Q2 2026 Aug 05, 2026
Darden Wealth Group Inc History No change 4,951 3,247 1.29% 1.29% 536 0 0.0% Q2 2026 Aug 06, 2026
Carmel Capital Management L.L.C. History No change 4,937 3,238 0.71% 0.71% 537 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 4,921 3,227 0.21% 0.21% 538 0 0.0% Q2 2026 Aug 14, 2026
Concord Asset Management, LLC/VA History No change 4,876 3,198 0.5% 0.5% 539 0 0.0% Q2 2026 Jul 27, 2026
Empowered Funds, LLC History No change 4,850 3,181 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 14, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,076 3,163 2.08% 2.08% 541 0 0.0% Q2 2026 Jul 06, 2026
Payne Capital LLC History No change 4,816 3,158 2.63% 2.63% 542 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 4,799 3,147 0.08% 0.08% 543 0 0.0% Q2 2026 Jul 07, 2026
CHEMUNG CANAL TRUST CO History No change 4,797 3,146 0.58% 0.58% 544 0 0.0% Q2 2026 Jul 15, 2026
Ascent Advisors, LLC History No change 5,043 3,128 3.61% 3.61% 545 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 4,755 3,119 0.11% 0.11% 546 0 0.0% Q2 2026 Aug 05, 2026
Osbon Capital Management LLC History No change 4,755 3,118 2.45% 2.45% 547 0 0.0% Q2 2026 Aug 13, 2026
Providence First Trust Co History No change 4,690 3,076 0.86% 0.86% 548 0 0.0% Q2 2026 Jul 27, 2026
UNIQUE WEALTH, LLC History No change 4,679 3,068 0.36% 0.36% 549 0 0.0% Q2 2026 Jul 21, 2026
Keating Financial Advisory Services, Inc. History No change 4,663 3,058 0.4% 0.4% 550 0 0.0% Q2 2026 Aug 11, 2026
Horizon Wealth Management, LLC History No change 4,634 3,039 0.39% 0.39% 551 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 4,609 3,022 0.4% 0.4% 552 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History No change 4,560 2,990 0.08% 0.08% 553 0 0.0% Q2 2026 Jul 07, 2026
Evolution Wealth Advisors, LLC History No change 4,548 2,982 0.35% 0.35% 554 0 0.0% Q2 2026 Jul 29, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,531 2,971 0.05% 0.05% 555 0 0.0% Q2 2026 Jul 31, 2026
Bramshill Investments, LLC History No change 4,500 2,951 0.23% 0.23% 556 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 4,487 2,942 0.04% 0.04% 557 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 4,401 2,886 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 05, 2026
BTG Pactual Asset Management US LLC History No change 4,344 2,849 0.18% 0.18% 559 0 0.0% Q2 2026 Aug 14, 2026
Carter Financial Group, INC. History No change 4,318 2,831 1.47% 1.47% 560 0 0.0% Q2 2026 Jul 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 4,294 2,816 0.14% 0.14% 561 0 0.0% Q2 2026 Jul 20, 2026
Inspire Advisors, LLC History No change 4,254 2,789 0.19% 0.19% 562 0 0.0% Q2 2026 Aug 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,245 2,783 0.53% 0.53% 563 0 0.0% Q2 2026 Aug 06, 2026
Cadent Capital Advisors, LLC History New 4,560 2,777 0.6% — 564 +4,560 New Q3 2026 Oct 09, 2026
LaSalle St. Investment Advisors, LLC History No change 4,228 2,773 0.34% 0.34% 565 0 0.0% Q2 2026 Aug 11, 2026
MIZUHO MARKETS AMERICAS LLC History No change 4,200 2,754 0.04% 0.04% 566 0 0.0% Q2 2026 Jul 24, 2026
SteelPeak Wealth, LLC History No change 4,192 2,749 0.07% 0.07% 567 0 0.0% Q2 2026 Jul 13, 2026
RWA WEALTH PARTNERS, LLC History No change 4,177 2,739 0.03% 0.03% 568 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 4,161 2,729 0.05% 0.05% 569 0 0.0% Q2 2026 Aug 11, 2026
Fox Hill Wealth Management History No change 4,159 2,727 1.09% 1.09% 570 0 0.0% Q2 2026 Aug 18, 2026
B.O.S.S. Retirement Advisors, LLC History No change 4,156 2,725 0.74% 0.74% 571 0 0.0% Q2 2026 Jul 20, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 4,152 2,723 0.65% 0.65% 572 0 0.0% Q2 2026 Aug 11, 2026
CLG LLC History No change 4,143 2,717 0.6% 0.6% 573 0 0.0% Q2 2026 Jul 16, 2026
Apriem Advisors History No change 4,137 2,713 0.23% 0.23% 574 0 0.0% Q2 2026 Aug 14, 2026
ADIRONDACK TRUST CO History No change 4,126 2,706 0.81% 0.81% 575 0 0.0% Q2 2026 Jul 16, 2026
US BANCORP \DE\ History No change 4,116 2,699 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 12, 2026
Kesler, Norman & Wride, LLC History No change 4,115 2,699 0.43% 0.43% 577 0 0.0% Q2 2026 Jul 23, 2026
AlTi Global, Inc. History No change 4,105 2,692 0.06% 0.06% 578 0 0.0% Q2 2026 Aug 05, 2026
American Institute for Advanced Investment Management, LLP History No change 4,067 2,667 1.54% 1.54% 579 0 0.0% Q2 2026 Jul 21, 2026
Curran Financial Partners, LLC History No change 4,017 2,634 0.39% 0.39% 580 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 4,010 2,630 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 4,007 2,628 0.02% 0.02% 582 0 0.0% Q2 2026 Aug 06, 2026
Black Maple Capital Management LP History No change 4,000 2,623 1.49% 1.49% 583 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,979 2,609 0.65% 0.65% 584 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 3,973 2,605 1.56% 1.56% 585 0 0.0% Q2 2026 Aug 17, 2026
Sonoma Allocations LLC History No change 4,144 2,597 0.81% 0.81% 586 0 0.0% Q2 2026 Jul 08, 2026
Able Wealth Management LLC History No change 3,959 2,596 0.6% 0.6% 587 0 0.0% Q2 2026 Jul 29, 2026
Wisconsin Wealth Advisors, LLC History Added to 4,263 2,595 2.18% 2.36% 588 +60 1.43% Q3 2026 Oct 08, 2026
SWS Partners History No change 3,929 2,576 0.56% 0.56% 589 0 0.0% Q2 2026 Aug 03, 2026
Sterling Investment Advisors, Ltd. History No change 3,916 2,568 0.43% 0.43% 590 0 0.0% Q2 2026 Jul 28, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 3,886 2,544 0.91% 0.91% 591 0 0.0% Q2 2026 Aug 11, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 3,871 2,539 0.73% 0.73% 592 0 0.0% Q2 2026 Aug 07, 2026
Element Wealth, LLC History No change 3,858 2,530 0.95% 0.95% 593 0 0.0% Q2 2026 Aug 14, 2026
Cheviot Value Management, LLC History No change 3,850 2,525 0.26% 0.26% 594 0 0.0% Q2 2026 Aug 06, 2026
Venturi Wealth Management, LLC History No change 3,851 2,525 0.1% 0.1% 595 0 0.0% Q2 2026 Jul 20, 2026
MATHER GROUP, LLC. History No change 3,845 2,521 0.02% 0.02% 596 0 0.0% Q2 2026 Jul 27, 2026
ACORN CREEK CAPITAL LLC History No change 3,842 2,519 0.84% 0.84% 597 0 0.0% Q2 2026 Aug 06, 2026
Inscription Capital, LLC History No change 3,806 2,496 0.22% 0.22% 598 0 0.0% Q2 2026 Aug 13, 2026
FSA Investment Group, LLC History Added to 4,080 2,484 0.79% 0.55% 599 +1,515 59.06% Q3 2026 Oct 07, 2026
Blue Fin Capital, Inc. History No change 3,786 2,483 0.36% 0.36% 600 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 3,777 2,477 0.08% 0.08% 601 0 0.0% Q2 2026 Jul 27, 2026
Global Financial Private Client, LLC History No change 3,773 2,474 0.67% 0.67% 602 0 0.0% Q2 2026 Jul 20, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 3,765 2,469 0.74% 0.74% 603 0 0.0% Q2 2026 Jul 14, 2026
OneDigital Investment Advisors LLC History No change 3,737 2,451 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 3,736 2,450 0.05% 0.05% 605 0 0.0% Q2 2026 Jul 30, 2026
Nuveen, LLC History No change 3,724 2,442 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 11, 2026
Bawa N Mallick Trust History No change 3,718 2,438 0.79% 0.79% 607 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 3,712 2,434 0.23% 0.23% 608 0 0.0% Q2 2026 Aug 05, 2026
Virtue Capital Management, LLC History No change 3,691 2,420 0.32% 0.32% 609 0 0.0% Q2 2026 Aug 05, 2026
Roof Eidam Maycock Peralta, LLC History No change 3,683 2,415 0.48% 0.48% 610 0 0.0% Q2 2026 Jul 24, 2026
GREENWOOD GEARHART LLC History No change 3,681 2,414 0.11% 0.11% 611 0 0.0% Q2 2026 Jul 24, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,681 2,414 0.66% 0.66% 612 0 0.0% Q2 2026 Aug 07, 2026
SFMG, LLC History No change 3,676 2,411 0.15% 0.15% 613 0 0.0% Q2 2026 Aug 13, 2026
Alchemi Wealth, LLC History No change 3,668 2,406 1.13% 1.13% 614 0 0.0% Q2 2026 Jul 29, 2026
Game Plan Financial Advisors, LLC History No change 3,648 2,392 0.89% 0.89% 615 0 0.0% Q2 2026 Aug 07, 2026
Box Hill Private Wealth LLC History Reduced 3,917 2,385 1.73% 2.16% 616 -181 -4.42% Q3 2026 Oct 05, 2026
CONGRESS ASSET MANAGEMENT CO History New 3,912 2,382 0.02% — 617 +3,912 New Q3 2026 Oct 06, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 3,626 2,378 1.7% 1.7% 618 0 0.0% Q2 2026 Jul 31, 2026
Harbour Wealth Management Group, Inc. History No change 3,625 2,377 1.61% 1.61% 619 0 0.0% Q2 2026 Aug 07, 2026
Asset One Wealth Management LLC History No change 4,022 2,376 0.25% 0.25% 620 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 3,614 2,370 0.09% 0.09% 621 0 0.0% Q2 2026 Aug 10, 2026
COFG Advisors, LLC History No change 3,607 2,365 0.41% 0.41% 622 0 0.0% Q2 2026 Aug 14, 2026
Sassicaia Capital Advisers LLC History No change 3,600 2,361 1.04% 1.04% 623 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 3,574 2,344 0.03% 0.03% 624 0 0.0% Q2 2026 Aug 13, 2026
Apex Wealth Management, LLC History No change 3,575 2,344 1.43% 1.43% 625 0 0.0% Q2 2026 Aug 11, 2026
SMITH, MOORE & CO. History No change 3,547 2,326 0.15% 0.15% 626 0 0.0% Q2 2026 Aug 12, 2026
Financial Partners Group, Inc History No change 3,529 2,314 0.23% 0.23% 627 0 0.0% Q2 2026 Jul 23, 2026
Strategic Financial Concepts, LLC History No change 3,521 2,309 0.69% 0.69% 628 0 0.0% Q2 2026 Jul 27, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 3,518 2,307 0.98% 0.98% 629 0 0.0% Q2 2026 Aug 14, 2026
Systelligence, LLC History No change 3,504 2,298 0.38% 0.38% 630 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,472 2,277 0.14% 0.14% 631 0 0.0% Q2 2026 Aug 05, 2026
Schuylkill Financial LLC History No change 3,449 2,262 2.09% 2.09% 632 0 0.0% Q2 2026 Aug 07, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,429 2,248 0.03% 0.03% 633 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 3,420 2,243 0.04% 0.04% 634 0 0.0% Q2 2026 Jul 28, 2026
Purus Wealth Management, LLC History No change 3,412 2,237 0.62% 0.62% 635 0 0.0% Q2 2026 Jul 13, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 3,400 2,230 0.29% 0.29% 636 0 0.0% Q2 2026 Jul 29, 2026
Secure Asset Management, LLC History No change 3,401 2,230 0.31% 0.31% 637 0 0.0% Q2 2026 Jul 15, 2026
Gateway Wealth Partners, LLC History No change 3,397 2,228 0.13% 0.13% 638 0 0.0% Q2 2026 Aug 04, 2026
Independent Solutions Wealth Management, LLC History No change 3,381 2,217 0.29% 0.29% 639 0 0.0% Q2 2026 Jul 29, 2026
Riggs Asset Managment Co. Inc. History No change 3,372 2,211 0.39% 0.39% 640 0 0.0% Q2 2026 Jul 29, 2026
Fiduciary Alliance LLC History No change 3,361 2,204 0.15% 0.15% 641 0 0.0% Q2 2026 Jul 20, 2026
Benson Wealth Management INC History No change 3,358 2,202 2.22% 2.22% 642 0 0.0% Q2 2026 Aug 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,330 2,184 0.69% 0.69% 643 0 0.0% Q2 2026 Jul 16, 2026
Regency Capital Management Inc.\DE History No change 3,330 2,184 0.87% 0.87% 644 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 4,159 2,174 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 10, 2026
Iron Gate Global Advisors LLC History No change 3,300 2,164 0.21% 0.21% 646 0 0.0% Q2 2026 Aug 14, 2026
Eagle Capital Management, LLC History No change 3,299 2,164 0.74% 0.74% 647 0 0.0% Q2 2026 Jul 13, 2026
Keudell/Morrison Wealth Management History No change 3,290 2,157 0.41% 0.41% 648 0 0.0% Q2 2026 Jul 15, 2026
Summit Trail Advisors, LLC History No change 3,244 2,127 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 3,208 2,104 0.07% 0.07% 650 0 0.0% Q2 2026 Jul 09, 2026
Aspire Capital Advisors LLC History No change 3,207 2,103 0.41% 0.41% 651 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Advisory, LLC History No change 3,204 2,101 0.17% 0.17% 652 0 0.0% Q2 2026 Jul 29, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 3,178 2,084 0.33% 0.33% 653 0 0.0% Q2 2026 Jul 15, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,172 2,080 0.13% 0.13% 654 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 3,162 2,073 0.04% 0.04% 655 0 0.0% Q2 2026 Aug 06, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,138 2,058 0.59% 0.59% 656 0 0.0% Q2 2026 Aug 12, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 3,124 2,049 0.15% 0.15% 657 0 0.0% Q2 2026 Aug 07, 2026
Foguth Wealth Management, LLC. History No change 3,668 2,049 0.23% 0.23% 658 0 0.0% Q2 2026 Jul 21, 2026
PKS Advisory Services, LLC History No change 3,118 2,044 0.33% 0.33% 659 0 0.0% Q2 2026 Aug 04, 2026
SIH Partners, LLLP History No change 3,089 2,026 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 3,086 2,024 0.22% 0.22% 661 0 0.0% Q2 2026 Aug 06, 2026
City Center Advisors, LLC History Added to 3,323 2,023 1.55% 1.67% 662 +183 5.83% Q3 2026 Oct 07, 2026
LANARK FINANCIAL, INC. History No change 3,075 2,016 0.14% 0.14% 663 0 0.0% Q2 2026 Jul 21, 2026
Tradition Wealth Management, LLC History No change 3,062 2,008 0.12% 0.12% 664 0 0.0% Q2 2026 Aug 11, 2026
WBH ADVISORY INC History No change 3,046 1,997 0.13% 0.13% 665 0 0.0% Q2 2026 Aug 05, 2026
Zhang Financial LLC History No change 3,038 1,992 0.06% 0.06% 666 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 3,035 1,990 0.41% 0.41% 667 0 0.0% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History No change 3,010 1,974 0.03% 0.03% 668 0 0.0% Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,507 1,973 0.24% 0.24% 669 0 0.0% Q2 2026 Aug 12, 2026
Runnymede Capital Advisors, Inc. History No change 3,008 1,972 1.17% 1.17% 670 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Advisors, LLC History No change 3,002 1,968 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 06, 2026
Tidal Investments LLC History No change 3,000 1,967 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 13, 2026
DEARBORN PARTNERS LLC History No change 5,034 1,930 0.1% 0.1% 673 0 0.0% Q2 2026 Aug 13, 2026
Rakuten Securities, Inc. History No change 2,938 1,927 0.45% 0.45% 674 0 0.0% Q2 2026 Aug 11, 2026
American Financial Advisors, LLC History No change 2,931 1,922 0.23% 0.23% 675 0 0.0% Q2 2026 Jul 14, 2026
Simplicity Wealth,LLC History No change 2,925 1,918 0.06% 0.06% 676 0 0.0% Q2 2026 Aug 06, 2026
Forefront Wealth Partners, LLC History No change 2,872 1,883 0.58% 0.58% 677 0 0.0% Q2 2026 Aug 20, 2026
Sankala Group LLC History No change 3,305 1,872 1.25% 1.25% 678 0 0.0% Q2 2026 Aug 18, 2026
17 CAPITAL PARTNERS, LLC History No change 2,853 1,871 0.84% 0.84% 679 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 2,840 1,863 0.17% 0.17% 680 0 0.0% Q2 2026 Jul 24, 2026
Pines Wealth Management, LLC History No change 2,829 1,855 0.53% 0.53% 681 0 0.0% Q2 2026 Jul 22, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 2,815 1,846 0.27% 0.27% 682 0 0.0% Q2 2026 Jul 21, 2026
O'ROURKE & COMPANY, Inc History No change 2,811 1,844 0.64% 0.64% 683 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 2,804 1,839 0.11% 0.11% 684 0 0.0% Q2 2026 Aug 11, 2026
Larry Mathis Financial Planning, LLC History No change 2,791 1,830 1.39% 1.39% 685 0 0.0% Q2 2026 Jul 24, 2026
Seros Financial, LLC History No change 2,785 1,826 0.95% 0.95% 686 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Reduced 2,985 1,818 0.05% 0.06% 687 -300 -9.13% Q3 2026 Oct 07, 2026
Encompass More Asset Management History No change 2,766 1,814 0.26% 0.26% 688 0 0.0% Q2 2026 Jul 14, 2026
Cambridge Advisors Inc. History No change 2,754 1,806 0.31% 0.31% 689 0 0.0% Q2 2026 Jul 16, 2026
Q3 Asset Management History No change 2,766 1,804 0.33% 0.33% 690 0 0.0% Q2 2026 Aug 14, 2026
Shay Capital LLC History No change 2,750 1,803 0.12% 0.12% 691 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 2,749 1,803 0.64% 0.64% 692 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 2,736 1,794 0.03% 0.03% 693 0 0.0% Q2 2026 Aug 14, 2026
Clarus Wealth Advisors History No change 3,020 1,790 0.69% 0.69% 694 0 0.0% Q2 2026 Jul 09, 2026
Welch Group, LLC History No change 2,722 1,785 0.06% 0.06% 695 0 0.0% Q2 2026 Jul 23, 2026
PCG ASSET MANAGEMENT, LLC History No change 2,712 1,778 1.27% 1.27% 696 0 0.0% Q2 2026 Jul 27, 2026
THOMPSON DAVIS & CO., INC. History No change 2,701 1,771 1.06% 1.06% 697 0 0.0% Q2 2026 Jul 29, 2026
Financial Perspectives, Inc History No change 2,693 1,766 0.43% 0.43% 698 0 0.0% Q2 2026 Jul 24, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 2,690 1,764 1.52% 1.52% 699 0 0.0% Q2 2026 Jul 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,673 1,752 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 12, 2026
Advisory Alpha, LLC History No change 2,665 1,748 0.04% 0.04% 701 0 0.0% Q2 2026 Aug 11, 2026
Cyndeo Wealth Partners, LLC History No change 2,647 1,735 0.08% 0.08% 702 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 2,638 1,730 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Wealth, LLC History No change 2,639 1,730 0.32% 0.32% 704 0 0.0% Q2 2026 Aug 06, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,622 1,719 0.23% 0.23% 705 0 0.0% Q2 2026 Jul 24, 2026
Jackson Wealth Management, LLC History No change 2,611 1,713 1.01% 1.01% 706 0 0.0% Q2 2026 Aug 20, 2026
MPS Loria Financial Planners, LLC History No change 2,612 1,712 0.39% 0.39% 707 0 0.0% Q2 2026 Jul 30, 2026
TWO SIGMA SECURITIES, LLC History No change 2,607 1,709 0.15% 0.15% 708 0 0.0% Q2 2026 Aug 14, 2026
Bill Few Associates, Inc. History New 2,800 1,705 0.35% — 710 +2,800 New Q3 2026 Oct 09, 2026
Castleview Partners, LLC History Added to 2,800 1,705 0.75% 0.21% 709 +2,083 290.52% Q3 2026 Oct 09, 2026
Bulltick Wealth Management, LLC History No change 7,200 1,701 0.35% 0.35% 711 0 0.0% Q2 2026 Jul 30, 2026
Madden Advisory Services, Inc. History No change 2,586 1,696 0.61% 0.61% 712 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 2,574 1,688 0.08% 0.08% 713 0 0.0% Q2 2026 Jul 23, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 2,561 1,679 0.98% 0.98% 714 0 0.0% Q2 2026 Jul 28, 2026
Mathes Company, Inc. History No change 2,555 1,676 0.52% 0.52% 715 0 0.0% Q2 2026 Aug 11, 2026
Sovereign Financial Group, Inc. History No change 2,551 1,673 0.26% 0.26% 716 0 0.0% Q2 2026 Jul 24, 2026
Almanack Investment Partners, LLC. History No change 2,546 1,669 0.21% 0.21% 717 0 0.0% Q2 2026 Jul 30, 2026
Global Assets Advisory, LLC History No change 2,649 1,649 0.36% 0.36% 718 0 0.0% Q2 2026 Jul 27, 2026
Investment Insight Wealth Management, LLC History No change 2,512 1,647 1.43% 1.43% 719 0 0.0% Q2 2026 Jul 27, 2026
Stonebridge Financial Planning Group, LLC History No change 2,512 1,647 0.52% 0.52% 720 0 0.0% Q2 2026 Jul 31, 2026
Mystic Asset Management, Inc. History No change 2,510 1,646 0.35% 0.35% 721 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 2,490 1,633 0.05% 0.05% 722 0 0.0% Q2 2026 Aug 11, 2026
Total Clarity Wealth Management, Inc. History No change 2,490 1,633 0.32% 0.32% 723 0 0.0% Q2 2026 Jul 23, 2026
CMT Capital Markets Trading GmbH History No change 2,469 1,620 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 2,471 1,620 0.74% 0.74% 725 0 0.0% Q2 2026 Jul 30, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 2,460 1,613 0.14% 0.14% 726 0 0.0% Q2 2026 Jul 09, 2026
Fort Point Capital Partners LLC History No change 2,455 1,610 0.11% 0.11% 727 0 0.0% Q2 2026 Aug 14, 2026
Alpine Global Management, LLC History No change 2,450 1,606 0.26% 0.26% 728 0 0.0% Q2 2026 Aug 14, 2026
E&G Advisors, LLC History No change 2,444 1,602 0.31% 0.31% 729 0 0.0% Q2 2026 Jul 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 4,181 1,602 0.28% 0.28% 730 0 0.0% Q2 2026 Aug 03, 2026
Peak Asset Management, LLC History No change 2,433 1,595 0.23% 0.23% 731 0 0.0% Q2 2026 Aug 13, 2026
Ellevest, Inc. History No change 4,096 1,594 0.19% 0.19% 732 0 0.0% Q2 2026 Aug 10, 2026
Concorde Asset Management, LLC History No change 2,428 1,592 0.92% 0.92% 733 0 0.0% Q2 2026 Aug 18, 2026
Biltmore Family Office, LLC History No change 2,400 1,574 0.21% 0.21% 734 0 0.0% Q2 2026 Aug 12, 2026
UHLMANN PRICE SECURITIES, LLC History No change 2,382 1,562 0.06% 0.06% 735 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 2,364 1,550 1.73% 1.73% 736 0 0.0% Q2 2026 Jul 02, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 2,353 1,543 1.5% 1.5% 737 0 0.0% Q2 2026 Aug 10, 2026
Endowment Wealth Management, Inc. History No change 2,346 1,538 0.59% 0.59% 738 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 2,338 1,533 0.01% 0.01% 739 0 0.0% Q2 2026 Jul 13, 2026
MY Wealth Management Inc. History No change 2,338 1,533 1.08% 1.08% 740 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 2,337 1,532 0.95% 0.95% 741 0 0.0% Q2 2026 Aug 14, 2026
Greater Midwest Financial Group, LLC History No change 2,305 1,511 0.75% 0.75% 742 0 0.0% Q2 2026 Jul 15, 2026
DAGCO, INC. History No change 2,296 1,505 0.28% 0.28% 743 0 0.0% Q2 2026 Jul 10, 2026
VICTORY FINANCIAL GROUP, LLC History No change 2,249 1,475 0.15% 0.15% 744 0 0.0% Q2 2026 Jul 28, 2026
Procyon Advisors, LLC History No change 2,245 1,472 0.06% 0.06% 745 0 0.0% Q2 2026 Jul 09, 2026
Pathstone Holdings, LLC History No change 2,235 1,465 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 2,229 1,461 0.07% 0.07% 747 0 0.0% Q2 2026 Aug 11, 2026
Regatta Research & Money Management History No change 2,233 1,460 1.38% 1.38% 748 0 0.0% Q2 2026 Aug 11, 2026
Comprehensive Financial Planning, Inc./PA History No change 2,221 1,456 0.78% 0.78% 749 0 0.0% Q2 2026 Aug 10, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 2,220 1,456 0.79% 0.79% 750 0 0.0% Q2 2026 Aug 07, 2026
Sun Group Wealth Partners History No change 2,221 1,456 0.99% 0.99% 751 0 0.0% Q2 2026 Jul 23, 2026
Vise Technologies, Inc. History No change 2,202 1,444 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 10, 2026
Cane Capital Partners, LLC History No change 2,201 1,443 0.57% 0.57% 753 0 0.0% Q2 2026 Aug 05, 2026
ABOUND FINANCIAL, LLC History No change 2,198 1,441 0.57% 0.57% 754 0 0.0% Q2 2026 Aug 14, 2026
Elm3 Financial Group, LLC History Reduced 2,361 1,437 0.96% 1.07% 755 -20 -0.84% Q3 2026 Oct 07, 2026
KINTRA WEALTH, LLC History No change 2,435 1,434 0.07% 0.07% 756 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Reduced 2,343 1,422 0.03% 0.07% 757 -1,860 -44.25% Q3 2026 Oct 09, 2026
Clark Asset Management, LLC History No change 2,169 1,422 0.11% 0.11% 758 0 0.0% Q2 2026 Jul 07, 2026
THOR TRADING ADVISORS, LLC History No change 2,167 1,421 0.45% 0.45% 759 0 0.0% Q2 2026 Aug 12, 2026
Princeton Global Asset Management LLC History No change 2,135 1,400 0.2% 0.2% 760 0 0.0% Q2 2026 Jul 16, 2026
TCFG Investment Advisors, LLC History No change 2,125 1,393 0.47% 0.47% 761 0 0.0% Q2 2026 Jul 17, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,120 1,390 0.09% 0.09% 762 0 0.0% Q2 2026 Aug 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,117 1,388 0.12% 0.12% 763 0 0.0% Q2 2026 Jul 27, 2026
Guardian Asset Advisors, LLC History No change 2,109 1,386 0.64% 0.64% 764 0 0.0% Q2 2026 Jul 21, 2026
SeaBridge Investment Advisors LLC History No change 2,097 1,375 0.2% 0.2% 765 0 0.0% Q2 2026 Jul 17, 2026
Accretive Wealth Partners, LLC History No change 2,096 1,374 0.33% 0.33% 766 0 0.0% Q2 2026 Jul 29, 2026
Alteri Wealth LLC History No change 2,094 1,373 0.38% 0.38% 767 0 0.0% Q2 2026 Jul 29, 2026
Insight Advisors, LLC/ PA History No change 2,089 1,370 0.24% 0.24% 768 0 0.0% Q2 2026 Aug 05, 2026
Argyle Capital Partners, LLC History No change 2,088 1,369 0.86% 0.86% 769 0 0.0% Q2 2026 Aug 07, 2026
Independence Bank of Kentucky History No change 2,085 1,367 0.15% 0.15% 770 0 0.0% Q2 2026 Jul 13, 2026
BEACON FINANCIAL PLANNING, INC History No change 2,073 1,359 0.46% 0.46% 771 0 0.0% Q2 2026 Aug 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,071 1,358 0.06% 0.06% 772 0 0.0% Q2 2026 Jul 23, 2026
WealthBridge Capital Management, LLC History No change 2,061 1,351 0.27% 0.27% 773 0 0.0% Q2 2026 Jul 24, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 2,058 1,349 0.05% 0.05% 774 0 0.0% Q2 2026 Aug 05, 2026
Kingdom Financial Group LLC. History No change 2,048 1,343 0.34% 0.34% 775 0 0.0% Q2 2026 Aug 07, 2026
Harvest Investment Services, LLC History No change 2,043 1,339 0.21% 0.21% 776 0 0.0% Q2 2026 Aug 14, 2026
Value Investment Professionals, LLC History No change 2,033 1,333 1.12% 1.12% 777 0 0.0% Q2 2026 Jul 07, 2026
KPP Advisory Services LLC History No change 2,030 1,331 0.17% 0.17% 778 0 0.0% Q2 2026 Jul 24, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,021 1,325 0.13% 0.13% 779 0 0.0% Q2 2026 Jul 07, 2026
Mirador Capital Partners LP History Added to 2,164 1,317 0.15% 0.16% 781 +221 11.37% Q3 2026 Oct 09, 2026
Annex Advisory Services, LLC History No change 2,009 1,317 0.02% 0.02% 780 0 0.0% Q2 2026 Jul 10, 2026
LJI Wealth Management, LLC History No change 2,005 1,315 0.18% 0.18% 782 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,000 1,311 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
Pavaki Capital Management LLC History No change 2,000 1,311 0.46% 0.46% 784 0 0.0% Q2 2026 Aug 07, 2026
Midwest Financial Group LLC History No change 1,990 1,305 0.46% 0.46% 785 0 0.0% Q2 2026 Jul 21, 2026
Glen Eagle Advisors, LLC History No change 1,987 1,303 0.16% 0.16% 786 0 0.0% Q2 2026 Aug 14, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 1,978 1,297 0.35% 0.35% 787 0 0.0% Q2 2026 Jul 27, 2026
Visionary Wealth Advisors History No change 1,967 1,290 0.05% 0.05% 788 0 0.0% Q2 2026 Aug 13, 2026
Clear Street Group Inc. History No change 1,968 1,290 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 12, 2026
Alexis Investment Partners, LLC History No change 2,041 1,289 0.75% 0.75% 790 0 0.0% Q2 2026 Jul 23, 2026
PATTEN & PATTEN INC/TN History No change 1,947 1,277 0.07% 0.07% 791 0 0.0% Q2 2026 Aug 05, 2026
Greenwich Wealth Management LLC History No change 1,947 1,277 0.05% 0.05% 792 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 2,095 1,275 0.08% 0.09% 793 -81 -3.72% Q3 2026 Oct 09, 2026
Clarity Financial LLC History No change 1,928 1,264 0.11% 0.11% 794 0 0.0% Q2 2026 Jul 20, 2026
CWS Financial Advisors, LLC History No change 1,926 1,263 0.28% 0.28% 795 0 0.0% Q2 2026 Jul 30, 2026
CPWA, LLC History No change 1,926 1,263 1.47% 1.47% 796 0 0.0% Q2 2026 Jul 30, 2026
Pine Valley Investments Ltd Liability Co History No change 1,915 1,255 0.05% 0.05% 797 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 1,910 1,252 0.03% 0.03% 798 0 0.0% Q2 2026 Aug 05, 2026
HHM Wealth Advisors, LLC History No change 1,906 1,250 0.13% 0.13% 799 0 0.0% Q2 2026 Jul 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,899 1,245 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 14, 2026
WJ Wealth Management, LLC History No change 1,896 1,243 0.49% 0.49% 801 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,879 1,232 0.12% 0.12% 802 0 0.0% Q2 2026 Aug 03, 2026
KG Capital Management History No change 1,877 1,231 0.73% 0.73% 803 0 0.0% Q2 2026 Aug 07, 2026
Holland Advisory Services, Inc. History No change 1,876 1,230 1.36% 1.36% 804 0 0.0% Q2 2026 Jul 13, 2026
Advisor OS, LLC History No change 1,875 1,229 0.08% 0.08% 805 0 0.0% Q2 2026 Aug 05, 2026
American Trust History No change 1,873 1,228 0.09% 0.09% 806 0 0.0% Q2 2026 Aug 14, 2026
RMR Wealth Builders History No change 1,855 1,216 0.08% 0.08% 807 0 0.0% Q2 2026 Jul 24, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 1,841 1,207 1.01% 1.01% 808 0 0.0% Q2 2026 Jul 22, 2026
FRANKLIN RESOURCES INC History No change 1,840 1,206 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 13, 2026
SHUTTLEWORTH & Co History No change 1,832 1,201 0.96% 0.96% 810 0 0.0% Q2 2026 Aug 05, 2026
FourThought Financial Partners, LLC History No change 1,824 1,196 0.09% 0.09% 811 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 1,811 1,187 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 1,794 1,176 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 27, 2026
Integrity Investment Advisors, LLC History No change 1,789 1,173 0.51% 0.51% 814 0 0.0% Q2 2026 Jul 21, 2026
SOA Wealth Advisors, LLC. History No change 1,781 1,168 0.2% 0.2% 815 0 0.0% Q2 2026 Jul 21, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,781 1,168 0.09% 0.09% 816 0 0.0% Q2 2026 Aug 14, 2026
MJP ASSOCIATES INC /ADV History No change 1,780 1,167 0.13% 0.13% 817 0 0.0% Q2 2026 Aug 11, 2026
Rollins Financial Advisors, LLC History No change 1,781 1,167 0.15% 0.15% 818 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History Added to 1,903 1,158 0.02% 0.03% 819 +56 3.03% Q3 2026 Oct 08, 2026
Avestar Capital, LLC History No change 1,765 1,157 0.06% 0.06% 820 0 0.0% Q2 2026 Jul 29, 2026
ARWA LLC History No change 2,029 1,154 0.48% 0.48% 821 0 0.0% Q2 2026 Jul 24, 2026
Clark Capital Management Group, Inc. History No change 1,758 1,153 0.01% 0.01% 822 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 1,757 1,152 0.02% 0.02% 823 0 0.0% Q2 2026 Aug 06, 2026
MATAURO, LLC History No change 1,753 1,149 0.15% 0.15% 824 0 0.0% Q2 2026 Jul 21, 2026
Beaumont Asset Management, L.L.C. History No change 1,735 1,137 0.44% 0.44% 825 0 0.0% Q2 2026 Jul 22, 2026
Berger Financial Group, Inc History No change 1,734 1,137 0.06% 0.06% 826 0 0.0% Q2 2026 Aug 04, 2026
Meriwether Wealth & Planning, LLC History No change 1,728 1,133 0.56% 0.56% 827 0 0.0% Q2 2026 Jul 08, 2026
Vertex Planning Partners, LLC History No change 1,706 1,119 0.17% 0.17% 828 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 1,704 1,117 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,702 1,113 0.11% 0.11% 830 0 0.0% Q2 2026 Aug 13, 2026
Ranch Capital Advisors Inc. History No change 1,689 1,107 0.35% 0.35% 831 0 0.0% Q2 2026 Aug 03, 2026
LM Advisors LLC History No change 1,692 1,104 0.13% 0.13% 832 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 1,674 1,098 0.05% 0.05% 833 0 0.0% Q2 2026 Jul 23, 2026
Jefferson Bridge Capital, LLC History No change 1,665 1,092 0.95% 0.95% 834 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 1,661 1,089 0.01% 0.01% 835 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 1,650 1,082 0.07% 0.07% 836 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,854 1,078 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 27, 2026
Redhawk Wealth Advisors, Inc. History No change 1,641 1,076 0.11% 0.11% 838 0 0.0% Q2 2026 Jul 09, 2026
Lewis Asset Management, LLC History No change 1,640 1,075 0.38% 0.38% 839 0 0.0% Q2 2026 Jul 21, 2026
Caprock Group, LLC History No change 1,638 1,074 0.02% 0.02% 840 0 0.0% Q2 2026 Jul 27, 2026
Advisors Capital Management, LLC History No change 1,635 1,072 0.01% 0.01% 841 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Advisory Group LLC History No change 1,632 1,070 0.07% 0.07% 842 0 0.0% Q2 2026 Jul 17, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 1,632 1,070 1.46% 1.46% 843 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,627 1,067 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 1,624 1,065 0.01% 0.01% 845 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,624 1,065 0.02% 0.02% 846 0 0.0% Q2 2026 Jul 17, 2026
Cordoba Advisory Partners LLC History No change 1,625 1,065 0.23% 0.23% 847 0 0.0% Q2 2026 Jul 21, 2026
Invst, LLC History No change 1,615 1,059 0.1% 0.1% 848 0 0.0% Q2 2026 Aug 14, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 1,737 1,058 0.12% 0.18% 849 -615 -26.15% Q3 2026 Oct 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 1,732 1,054 0.07% 0.06% 850 +448 34.89% Q3 2026 Oct 08, 2026
Quantum Portfolio Management LLC History No change 1,604 1,052 0.38% 0.38% 851 0 0.0% Q2 2026 Aug 14, 2026
Advisor Resource Council History No change 1,699 1,026 0.29% 0.29% 852 0 0.0% Q2 2026 Jul 28, 2026
RDA Financial Network History No change 1,562 1,024 0.22% 0.22% 853 0 0.0% Q2 2026 Jul 06, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 1,558 1,022 0.26% 0.26% 854 0 0.0% Q2 2026 Jul 21, 2026
Sageworth Trust Co History No change 1,557 1,021 0.04% 0.04% 855 0 0.0% Q2 2026 Jul 28, 2026
Greystone Financial Group, LLC History No change 1,557 1,021 0.29% 0.29% 856 0 0.0% Q2 2026 Jul 28, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 1,543 1,012 0.1% 0.1% 857 0 0.0% Q2 2026 Aug 13, 2026
CHILTON INVESTMENT CO INC. History No change 1,528 1,002 0.02% 0.02% 858 0 0.0% Q2 2026 Aug 14, 2026
TRITONPOINT WEALTH, LLC History No change 1,528 1,002 0.1% 0.1% 859 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 1,528 1,002 0.08% 0.08% 860 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 1,525 1,000 0.1% 0.1% 861 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Union Bankshares Corp History No change 1,523 998 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,503 986 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 1,501 984 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 06, 2026
Meredith Wealth Planning History No change 1,496 981 0.23% 0.23% 865 0 0.0% Q2 2026 Jul 24, 2026
Pioneer Family Office, LLC History No change 1,495 980 0.51% 0.51% 866 0 0.0% Q2 2026 Jul 27, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,488 976 0.13% 0.13% 867 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 1,483 972 0.04% 0.04% 868 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 1,596 971 0.26% 0.24% 869 +227 16.58% Q3 2026 Oct 02, 2026
LEIGH BALDWIN & CO., LLC History No change 1,480 970 0.52% 0.52% 870 0 0.0% Q2 2026 Aug 13, 2026
Turning Point Benefit Group, Inc. History No change 1,470 964 0.41% 0.41% 871 0 0.0% Q2 2026 Jul 23, 2026
1832 Asset Management L.P. History No change 1,469 963 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,469 963 0.2% 0.2% 873 0 0.0% Q2 2026 Jul 15, 2026
LANE BROTHERS & CO INC History No change 1,468 962 0.63% 0.63% 874 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 1,457 955 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 23, 2026
WealthCare Investment Partners, LLC History No change 1,455 954 0.23% 0.23% 876 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 1,449 950 0.16% 0.16% 877 0 0.0% Q2 2026 Aug 14, 2026
Ebert Capital Management Inc. History Added to 1,557 948 0.82% 0.3% 878 +1,064 215.82% Q3 2026 Oct 08, 2026
Oak Grove Capital LLC History Added to 1,550 943 0.04% 0.03% 880 +600 63.16% Q3 2026 Oct 09, 2026
M&T BANK CORP History No change 1,439 943 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 04, 2026
Advance Capital Management, Inc. History No change 1,435 941 0.03% 0.03% 881 0 0.0% Q2 2026 Aug 12, 2026
IPG Investment Advisors LLC History No change 1,429 937 0.13% 0.13% 882 0 0.0% Q2 2026 Aug 12, 2026
Main Street Financial Solutions, LLC History No change 1,430 937 0.06% 0.06% 883 0 0.0% Q2 2026 Aug 07, 2026
CATHY PARETO & ASSOCIATES, INC History No change 1,426 935 0.55% 0.55% 884 0 0.0% Q2 2026 Jul 15, 2026
Elevation Advisory Partners LLC History No change 1,672 934 0.96% 0.96% 885 0 0.0% Q2 2026 Aug 13, 2026
Montis Financial, LLC History No change 1,423 933 0.19% 0.19% 886 0 0.0% Q2 2026 Aug 05, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 1,424 933 0.38% 0.38% 887 0 0.0% Q2 2026 Jul 24, 2026
May Hill Capital, LLC History No change 1,418 930 0.19% 0.19% 888 0 0.0% Q2 2026 Aug 07, 2026
J HAGAN CAPITAL, INC. History No change 1,416 928 0.43% 0.43% 889 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,404 920 0.04% 0.04% 890 0 0.0% Q2 2026 Aug 03, 2026
Trueblood Wealth Management, LLC History No change 1,403 920 0.32% 0.32% 891 0 0.0% Q2 2026 Jul 27, 2026
Detalus Advisors, LLC History No change 1,402 919 0.18% 0.18% 892 0 0.0% Q2 2026 Jul 27, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,400 918 0.05% 0.05% 893 0 0.0% Q2 2026 Jul 20, 2026
Klingman & Associates, LLC History No change 1,398 916 0.04% 0.04% 894 0 0.0% Q2 2026 Jul 29, 2026
W1M Asset Management Ltd History No change 1,394 914 0.01% 0.01% 895 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisory Team LLC History No change 1,395 914 0.74% 0.74% 896 0 0.0% Q2 2026 Jul 23, 2026
GWN SECURITIES INC. History No change 1,393 913 0.15% 0.15% 897 0 0.0% Q2 2026 Aug 05, 2026
ProVise Management Group, LLC History No change 1,384 907 0.06% 0.06% 898 0 0.0% Q2 2026 Aug 03, 2026
RASP WEALTH SOLUTIONS, LLC History No change 1,378 903 0.3% 0.3% 899 0 0.0% Q2 2026 Aug 11, 2026
Mattern Wealth Management LLC History No change 1,364 894 0.15% 0.15% 900 0 0.0% Q2 2026 Jul 23, 2026
Colonial River Investments, LLC History No change 1,362 893 0.25% 0.25% 901 0 0.0% Q2 2026 Jul 24, 2026
Canvas Wealth Advisors, LLC History No change 1,361 892 0.12% 0.12% 902 0 0.0% Q2 2026 Jul 10, 2026
BFI Infinity Ltd. History No change 1,341 879 0.26% 0.26% 903 0 0.0% Q2 2026 Jul 10, 2026
Granite Bay Wealth Management, LLC History No change 1,336 876 0.08% 0.08% 904 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,330 872 0.01% 0.01% 905 0 0.0% Q2 2026 Jul 14, 2026
Orographic Financial Advisors, LLC History No change 1,487 869 0.57% 0.57% 906 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 1,323 868 0.02% 0.02% 907 0 0.0% Q2 2026 Jul 31, 2026
Premier Path Wealth Partners, LLC History No change 1,305 856 0.1% 0.1% 908 0 0.0% Q2 2026 Jul 21, 2026
J. Derek Lewis & Associates Inc. History No change 1,306 856 0.16% 0.16% 909 0 0.0% Q2 2026 Jul 31, 2026
Avantax Planning Partners, Inc. History No change 1,303 854 0.02% 0.02% 910 0 0.0% Q2 2026 Jul 28, 2026
WEXFORD CAPITAL LP History No change 1,300 852 0.11% 0.11% 911 0 0.0% Q2 2026 Aug 14, 2026
Echo45 Advisors LLC History New 1,381 841 0.38% — 912 +1,381 New Q3 2026 Oct 07, 2026
NVWM, LLC History No change 1,279 838 0.17% 0.17% 913 0 0.0% Q2 2026 Jul 28, 2026
Red Door Wealth Management, LLC History No change 1,271 833 0.08% 0.08% 914 0 0.0% Q2 2026 Jul 13, 2026
Trek Financial, LLC History No change 1,261 827 0.04% 0.04% 915 0 0.0% Q2 2026 Aug 13, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 1,289 824 0.5% 0.5% 916 0 0.0% Q2 2026 Jul 31, 2026
Valmark Advisers, Inc. History No change 1,245 816 0.01% 0.01% 917 0 0.0% Q2 2026 Aug 06, 2026
J. M. Brown & Associates Inc. History No change 1,241 813 0.47% 0.47% 918 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,235 810 0.01% 0.01% 919 0 0.0% Q2 2026 Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,232 808 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 14, 2026
CASCADE INVESTMENT GROUP, INC. History No change 1,230 806 0.45% 0.45% 921 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 1,227 804 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 06, 2026
Octavia Wealth Advisors, LLC History No change 1,226 804 0.07% 0.07% 923 0 0.0% Q2 2026 Jul 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,222 801 0.02% 0.02% 924 0 0.0% Q2 2026 Jul 17, 2026
Northwest Wealth Advisors, LLC History No change 1,222 801 0.46% 0.46% 925 0 0.0% Q2 2026 Jul 23, 2026
Fairfield Financial Advisors, LTD History No change 1,213 795 0.31% 0.31% 926 0 0.0% Q2 2026 Aug 11, 2026
IMG Wealth Management, Inc. History No change 1,208 792 0.44% 0.44% 927 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,200 788 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,201 788 0.04% 0.04% 929 0 0.0% Q2 2026 Aug 06, 2026
WELCH & FORBES LLC History No change 1,200 787 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 30, 2026
Brady Martz Wealth Solutions, LLC History No change 1,195 783 0.12% 0.12% 931 0 0.0% Q2 2026 Jul 23, 2026
JSF Financial, LLC History No change 1,193 782 0.12% 0.12% 932 0 0.0% Q2 2026 Jul 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,192 781 0.0% 0.0% 933 0 0.0% Q2 2026 Jul 28, 2026
BBR PARTNERS, LLC History No change 1,187 778 0.04% 0.04% 934 0 0.0% Q2 2026 Aug 11, 2026
Arlington Capital Management, Inc. History No change 1,181 774 0.48% 0.48% 935 0 0.0% Q2 2026 Jul 24, 2026
FSA Advisors, Inc. History No change 1,176 771 0.35% 0.35% 936 0 0.0% Q2 2026 Aug 17, 2026
Register Financial Advisors LLC History No change 1,172 768 0.24% 0.24% 937 0 0.0% Q2 2026 Jul 15, 2026
Maia Wealth LLC History No change 1,163 762 0.11% 0.11% 938 0 0.0% Q2 2026 Jul 28, 2026
Outlook Wealth Advisors, LLC History No change 1,161 761 0.16% 0.16% 939 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Advisors, LLC History No change 1,159 760 0.04% 0.04% 940 0 0.0% Q2 2026 Aug 11, 2026
Wealth Dimensions Group, Ltd. History No change 1,153 756 0.14% 0.14% 941 0 0.0% Q2 2026 Jul 22, 2026
M3 Advisory Group, LLC History No change 1,154 756 0.39% 0.39% 942 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS History No change 1,148 752 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 1,147 752 0.08% 0.08% 944 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,147 752 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 1,146 751 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 22, 2026
Brand Asset Management Group, Inc. History No change 1,144 750 0.17% 0.17% 947 0 0.0% Q2 2026 Aug 12, 2026
Man Group plc History No change 1,143 749 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 14, 2026
Somerset Group LLC History No change 1,224 747 0.52% 0.52% 949 0 0.0% Q2 2026 Aug 12, 2026
Index Technologies Group LLC History No change 1,138 746 0.6% 0.6% 950 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 1,135 744 0.21% 0.21% 951 0 0.0% Q2 2026 Aug 14, 2026
Evanson Financial, LLC History No change 1,133 743 0.04% 0.04% 952 0 0.0% Q2 2026 Jul 07, 2026
Sharp Wealth Advisory, LLC History No change 1,132 742 0.34% 0.34% 953 0 0.0% Q2 2026 Jul 24, 2026
James J. Burns & Company, LLC History No change 1,127 739 0.08% 0.08% 954 0 0.0% Q2 2026 Aug 06, 2026
SIMON QUICK ADVISORS, LLC History No change 1,126 738 0.03% 0.03% 955 0 0.0% Q2 2026 Jul 28, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 1,125 737 0.04% 0.04% 956 0 0.0% Q2 2026 Aug 14, 2026
TOWER BRIDGE ADVISORS History No change 1,125 737 0.07% 0.07% 957 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 1,123 736 0.14% 0.14% 958 0 0.0% Q2 2026 Jul 22, 2026
Kapstone Financial Advisors LLC History No change 1,110 728 0.3% 0.3% 959 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 1,103 723 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 1,101 722 0.02% 0.02% 961 0 0.0% Q2 2026 Aug 04, 2026
Centennial Bank/AR/ History No change 1,099 720 0.23% 0.23% 962 0 0.0% Q2 2026 Aug 10, 2026
Archvest Wealth Advisors, Inc. History No change 1,098 719 0.42% 0.42% 963 0 0.0% Q2 2026 Jul 27, 2026
Quantum Private Wealth, LLC History No change 1,094 717 0.18% 0.18% 964 0 0.0% Q2 2026 Jul 29, 2026
GK Wealth Management LLC History Reduced 1,175 715 0.4% 0.62% 965 -616 -34.39% Q3 2026 Oct 09, 2026
Jacobi Capital Management LLC History No change 1,084 711 0.03% 0.03% 966 0 0.0% Q2 2026 Jul 31, 2026
Montecito Bank & Trust History Reduced 1,164 708 0.11% 0.12% 967 -60 -4.9% Q3 2026 Oct 01, 2026
MMA ASSET MANAGEMENT LLC History No change 1,078 707 0.22% 0.22% 968 0 0.0% Q2 2026 Aug 04, 2026
Bravias Capital Group, LLC History No change 1,077 706 0.42% 0.42% 969 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisor Network LLC History No change 1,070 701 0.88% 0.88% 970 0 0.0% Q2 2026 Aug 13, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 1,148 699 0.5% 0.42% 971 +270 30.75% Q3 2026 Oct 07, 2026
Westshore Wealth, LLC History No change 1,060 695 0.22% 0.22% 972 0 0.0% Q2 2026 Aug 10, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,057 693 0.29% 0.29% 973 0 0.0% Q2 2026 Aug 07, 2026
Ascent Wealth Partners, LLC History No change 1,047 686 0.07% 0.07% 974 0 0.0% Q2 2026 Jul 31, 2026
THREADGILL FINANCIAL, LLC History No change 1,041 682 0.28% 0.28% 975 0 0.0% Q2 2026 Jul 08, 2026
Key Client Fiduciary Advisors, LLC History No change 1,041 682 0.2% 0.2% 976 0 0.0% Q2 2026 Jul 09, 2026
Embree Financial Group History No change 1,040 682 0.07% 0.07% 977 0 0.0% Q2 2026 Jul 15, 2026
Ridgepath Capital Management LLC History No change 1,039 681 0.3% 0.3% 978 0 0.0% Q2 2026 Aug 20, 2026
Greenland Capital Management LP History No change 1,034 678 0.08% 0.08% 979 0 0.0% Q2 2026 Aug 12, 2026
Madison Wealth Partners, Inc History No change 1,032 676 0.09% 0.09% 980 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 1,029 674 0.0% 0.0% 981 0 0.0% Q2 2026 Aug 12, 2026
Northern Capital Management, Inc. History No change 1,025 672 0.29% 0.29% 982 0 0.0% Q2 2026 Jul 23, 2026
Navis Wealth Advisors, LLC History No change 1,022 670 0.25% 0.25% 983 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 1,019 668 0.11% 0.11% 984 0 0.0% Q2 2026 Jul 24, 2026
Bell Investment Advisors, Inc History No change 1,014 665 0.1% 0.1% 985 0 0.0% Q2 2026 Aug 06, 2026
Stiles Financial Services Inc History No change 1,014 665 0.17% 0.17% 986 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 1,012 663 0.12% 0.12% 987 0 0.0% Q2 2026 Jul 20, 2026
Optivise Advisory Services LLC History No change 1,012 663 0.34% 0.34% 988 0 0.0% Q2 2026 Jul 13, 2026
Welch Financial Planning, LLC History No change 1,010 662 0.39% 0.39% 989 0 0.0% Q2 2026 Jul 14, 2026
Lantern Wealth Advisors, LLC History No change 1,009 661 0.3% 0.3% 990 0 0.0% Q2 2026 Jul 28, 2026
Markowski Investments History No change 1,000 656 0.14% 0.14% 991 0 0.0% Q2 2026 Aug 13, 2026
CSS LLC/IL History No change 1,000 655 0.03% 0.03% 992 0 0.0% Q2 2026 Aug 14, 2026
Gruss & Co., LLC History No change 1,000 655 1.61% 1.61% 993 0 0.0% Q2 2026 Aug 05, 2026
QVT Financial LP History No change 1,000 655 0.04% 0.04% 994 0 0.0% Q2 2026 Aug 14, 2026
SYMMETRY PEAK MANAGEMENT LLC History No change 1,000 655 0.18% 0.18% 995 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History No change 1,000 655 0.04% 0.04% 996 0 0.0% Q2 2026 Jul 10, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 993 651 0.2% 0.2% 997 0 0.0% Q2 2026 Jul 28, 2026
Triad Wealth Partners, LLC History No change 1,194 651 0.04% 0.04% 998 0 0.0% Q2 2026 Aug 10, 2026
Semus Wealth Partners LLC History No change 989 648 0.31% 0.31% 999 0 0.0% Q2 2026 Aug 10, 2026
Fort Sheridan Advisors LLC History No change 983 644 0.07% 0.07% 1000 0 0.0% Q2 2026 Aug 05, 2026
Redwood Investment Management, LLC History No change 977 641 0.06% 0.06% 1001 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 971 636 0.04% 0.04% 1002 0 0.0% Q2 2026 Jul 28, 2026
Bosman Wealth Management, LLC History No change 971 636 0.39% 0.39% 1003 0 0.0% Q2 2026 Jul 28, 2026
INSTRUMENTAL WEALTH, LLC History No change 969 635 0.32% 0.32% 1004 0 0.0% Q2 2026 Jul 16, 2026
Strive Financial Group ,LLC History No change 969 635 0.28% 0.28% 1005 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 965 632 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 11, 2026
SHARPEPOINT LLC History No change 962 630 0.32% 0.32% 1007 0 0.0% Q2 2026 Jul 29, 2026
Aurora Private Wealth, Inc. History No change 958 629 0.4% 0.4% 1008 0 0.0% Q2 2026 Jul 21, 2026
EdgeRock Capital LLC History No change 960 629 0.14% 0.14% 1009 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 956 627 0.07% 0.07% 1010 0 0.0% Q2 2026 Jul 29, 2026
Roehl & Yi Investment Advisors, LLC History No change 930 609 0.2% 0.2% 1011 0 0.0% Q2 2026 Aug 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 928 608 0.05% 0.05% 1012 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 924 606 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 10, 2026
Kathmere Capital Management, LLC History No change 921 604 0.03% 0.03% 1014 0 0.0% Q2 2026 Jul 29, 2026
Freedom Financial Partners LLC History No change 922 604 0.2% 0.2% 1015 0 0.0% Q2 2026 Aug 06, 2026
Seelaus Asset Management LLC History No change 920 603 0.42% 0.42% 1016 0 0.0% Q2 2026 Jul 16, 2026
BENJAMIN EDWARDS INC History No change 918 602 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 24, 2026
Axecap Investments, LLC History No change 919 602 0.33% 0.33% 1018 0 0.0% Q2 2026 Aug 10, 2026
Northstar Group, Inc. History No change 913 598 0.08% 0.08% 1019 0 0.0% Q2 2026 Aug 03, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 913 598 0.28% 0.28% 1020 0 0.0% Q2 2026 Jul 17, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 911 597 0.0% 0.0% 1021 0 0.0% Q2 2026 Sep 23, 2026
Spartan Wealth Advisory Services LLC History No change 910 596 0.05% 0.05% 1022 0 0.0% Q2 2026 Aug 05, 2026
GSG Advisors LLC History No change 908 595 0.13% 0.13% 1023 0 0.0% Q2 2026 Aug 13, 2026
SmartHarvest Portfolios, LLC History No change 905 593 0.19% 0.19% 1024 0 0.0% Q2 2026 Aug 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 903 592 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 13, 2026
Sequent Asset Management, LLC History No change 904 592 0.25% 0.25% 1026 0 0.0% Q2 2026 Jul 21, 2026
Benchmark Financial Wealth Advisors, LLC History No change 900 590 0.15% 0.15% 1027 0 0.0% Q2 2026 Jul 17, 2026
Daviman Financial, LLC History No change 898 588 0.32% 0.32% 1028 0 0.0% Q2 2026 Jul 24, 2026
Birch Hill Investment Advisors LLC History No change 893 585 0.02% 0.02% 1029 0 0.0% Q2 2026 Jul 21, 2026
BXM Wealth LLC History No change 893 585 0.32% 0.32% 1030 0 0.0% Q2 2026 Jul 24, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 891 584 0.05% 0.05% 1031 0 0.0% Q2 2026 Jul 09, 2026
RFG - Bristol Wealth Advisors, LLC History No change 961 584 0.14% 0.15% 1032 0 0.0% Q3 2026 Oct 09, 2026
FIRST TRUST ADVISORS LP History No change 890 583 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 887 581 0.07% 0.07% 1034 0 0.0% Q2 2026 Aug 05, 2026
GEM Asset Management, LLC History No change 883 578 0.23% 0.23% 1035 0 0.0% Q2 2026 Jul 21, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 879 576 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 10, 2026
Aspen Investment Management Inc History No change 878 576 0.15% 0.15% 1037 0 0.0% Q2 2026 Jul 17, 2026
Retirement Planning Co of New England, Inc. History No change 880 576 0.21% 0.21% 1038 0 0.0% Q2 2026 Jul 30, 2026
J. L. Bainbridge & Co., Inc. History No change 878 575 0.05% 0.05% 1039 0 0.0% Q2 2026 Jul 22, 2026
MRA Advisory Group History Reduced 938 571 0.21% 0.23% 1041 -46 -4.67% Q3 2026 Oct 07, 2026
HOLDERNESS INVESTMENTS CO History No change 872 571 0.1% 0.1% 1040 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Private Wealth, LLC History No change 869 569 0.35% 0.35% 1042 0 0.0% Q2 2026 Aug 11, 2026
Sargent Investment Group, LLC History No change 864 566 0.07% 0.07% 1043 0 0.0% Q2 2026 Aug 11, 2026
Capital Wealth Alliance, LLC History No change 863 566 0.26% 0.26% 1044 0 0.0% Q2 2026 Jul 31, 2026
Aspiring Ventures, LLC History No change 853 559 0.14% 0.14% 1045 0 0.0% Q2 2026 Aug 05, 2026
Two West Capital Advisors LLC History No change 1,002 559 0.28% 0.28% 1046 0 0.0% Q2 2026 Jul 22, 2026
Indivisible Partners History No change 842 552 0.03% 0.03% 1047 0 0.0% Q2 2026 Aug 04, 2026
Miller Capital Partners, Inc. History No change 841 551 0.21% 0.21% 1048 0 0.0% Q2 2026 Aug 12, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 838 549 0.16% 0.16% 1049 0 0.0% Q2 2026 Aug 04, 2026
Financial Solutions Advisory Group, Inc. History No change 902 548 0.07% 0.07% 1050 0 0.0% Q2 2026 Jul 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 833 546 0.12% 0.12% 1051 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Management, Inc. History No change 825 541 0.13% 0.13% 1052 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 824 540 0.01% 0.01% 1053 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 825 540 0.11% 0.11% 1054 0 0.0% Q2 2026 Jul 10, 2026
Tortuga Wealth Management, Inc History No change 822 539 0.41% 0.41% 1055 0 0.0% Q2 2026 Jul 30, 2026
Oakwell Private Wealth Management, LLC History No change 818 536 0.09% 0.09% 1056 0 0.0% Q2 2026 Aug 03, 2026
HF Advisory Group, LLC History Added to 876 533 0.16% 0.18% 1057 +6 0.69% Q3 2026 Oct 09, 2026
LEGACY FINANCIAL GROUP, INC. History No change 810 531 0.12% 0.12% 1058 0 0.0% Q2 2026 Jul 30, 2026
Investment Management Trust, LLC History No change 811 531 0.48% 0.48% 1059 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History Added to 843 526 0.01% 0.01% 1061 +215 34.24% Q3 2026 Oct 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 802 526 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 13, 2026
Syntegra Private Wealth Group, LLC History No change 801 525 0.04% 0.04% 1062 0 0.0% Q2 2026 Jul 15, 2026
Wilmington Savings Fund Society, FSB History No change 796 522 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 28, 2026
United Asset Strategies, Inc. History No change 796 522 0.04% 0.04% 1064 0 0.0% Q2 2026 Jul 13, 2026
GeoWealth Management, LLC History No change 795 522 0.02% 0.02% 1065 0 0.0% Q2 2026 Jul 30, 2026
AlphaStar Capital Management, LLC History No change 796 522 0.03% 0.03% 1066 0 0.0% Q2 2026 Jul 30, 2026
Advisory Solutions Group, LLC History No change 797 522 0.18% 0.18% 1067 0 0.0% Q2 2026 Jul 29, 2026
Weaver Consulting Group History Added to 856 521 0.1% 0.11% 1068 +2 0.23% Q3 2026 Oct 07, 2026
Legacy Wealth Managment, LLC/ID History No change 789 517 0.21% 0.21% 1069 0 0.0% Q2 2026 Aug 13, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 784 514 0.22% 0.22% 1070 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 785 514 0.05% 0.05% 1071 0 0.0% Q2 2026 Aug 07, 2026
Zullo Investment Group, Inc. History No change 773 507 0.17% 0.17% 1072 0 0.0% Q2 2026 Jul 31, 2026
AAFMAA Wealth Management & Trust LLC History No change 772 506 0.18% 0.18% 1073 0 0.0% Q2 2026 Jul 08, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 772 506 0.26% 0.26% 1074 0 0.0% Q2 2026 Jul 20, 2026
Chancellor Financial Group WB LP History No change 771 505 0.31% 0.31% 1075 0 0.0% Q2 2026 Aug 10, 2026
GenTrust, LLC History No change 769 504 0.02% 0.02% 1076 0 0.0% Q2 2026 Aug 06, 2026
Marathon Wealth Advisors LLC History No change 768 503 0.17% 0.17% 1077 0 0.0% Q2 2026 Sep 11, 2026
Costello Asset Management, INC History No change 765 501 0.15% 0.15% 1078 0 0.0% Q2 2026 Jul 28, 2026
Total Wealth Planning & Management, Inc. History No change 762 499 0.34% 0.34% 1079 0 0.0% Q2 2026 Jul 28, 2026
Kropog Financial Group, LLC History No change 762 499 0.35% 0.35% 1080 0 0.0% Q2 2026 Aug 06, 2026
Palumbo Wealth Management LLC History No change 759 497 0.1% 0.1% 1081 0 0.0% Q2 2026 Aug 12, 2026
RATIONAL ADVISORS, INC. History No change 753 493 0.05% 0.05% 1082 0 0.0% Q2 2026 Jul 24, 2026
Summit Wealth Partners, LLC History No change 746 489 0.07% 0.07% 1083 0 0.0% Q2 2026 Aug 03, 2026
Bank & Trust Co History No change 800 487 0.31% 0.33% 1084 0 0.0% Q3 2026 Oct 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 738 484 0.0% 0.0% 1085 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 739 484 0.0% 0.0% 1086 0 0.0% Q2 2026 Aug 14, 2026
Compagnie Lombard Odier SCmA History No change 738 484 0.01% 0.01% 1087 0 0.0% Q2 2026 Jul 29, 2026
Sequent Planning LLC History No change 736 482 0.1% 0.1% 1088 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Wealth Partners LLC History No change 734 481 0.29% 0.29% 1089 0 0.0% Q2 2026 Aug 11, 2026
ZEGA Investments, LLC History No change 732 480 0.05% 0.05% 1090 0 0.0% Q2 2026 Jul 31, 2026
Sandy Cove Advisors, LLC History No change 730 478 0.12% 0.12% 1091 0 0.0% Q2 2026 Jul 07, 2026
SP Asset Management LLC History No change 727 476 0.04% 0.04% 1092 0 0.0% Q2 2026 Aug 04, 2026
Insight Wealth Strategies, LLC History Reduced 781 475 0.05% 0.06% 1093 -154 -16.47% Q3 2026 Oct 09, 2026
BURNEY CO/ History No change 724 474 0.01% 0.01% 1094 0 0.0% Q2 2026 Jul 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 724 474 0.05% 0.05% 1095 0 0.0% Q2 2026 Aug 11, 2026
Gradient Investments LLC History New 778 473 0.01% — 1096 +778 New Q3 2026 Oct 08, 2026
Crestwood Advisors Group, LLC History No change 721 472 0.01% 0.01% 1097 0 0.0% Q2 2026 Aug 03, 2026
REGIONS FINANCIAL CORP History No change 717 470 0.0% 0.0% 1098 0 0.0% Q2 2026 Aug 10, 2026
Hendershot Investments Inc. History No change 718 470 0.06% 0.06% 1099 0 0.0% Q2 2026 Aug 12, 2026
DiNuzzo Private Wealth, Inc. History No change 717 470 0.05% 0.05% 1100 0 0.0% Q2 2026 Jul 10, 2026
Bison Wealth, LLC History No change 775 468 0.04% 0.04% 1101 0 0.0% Q2 2026 Jul 07, 2026
Rockwood Wealth Management, LLC History No change 714 468 0.03% 0.03% 1102 0 0.0% Q2 2026 Jul 13, 2026
SAGE FINANCIAL GROUP INC History No change 711 466 0.03% 0.03% 1103 0 0.0% Q2 2026 Jul 21, 2026
WESPAC Advisors, LLC History No change 711 466 0.23% 0.23% 1104 0 0.0% Q2 2026 Aug 10, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 703 461 0.03% 0.03% 1105 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History No change 701 459 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 21, 2026
XML Financial, LLC History No change 697 457 0.03% 0.03% 1107 0 0.0% Q2 2026 Jul 24, 2026
Patriot Financial Group Insurance Agency, LLC History No change 696 456 0.05% 0.05% 1108 0 0.0% Q2 2026 Jul 16, 2026
Family Office Research LLC History No change 686 450 0.17% 0.17% 1109 0 0.0% Q2 2026 Jul 27, 2026
Independent Wealth Network Inc. History No change 682 447 0.11% 0.11% 1110 0 0.0% Q2 2026 Jul 20, 2026
Nova Wealth Management, Inc. History No change 682 447 0.25% 0.25% 1111 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisory Services, LLC History No change 681 446 0.03% 0.03% 1112 0 0.0% Q2 2026 Jul 23, 2026
Resolute Wealth Strategies, LLC History No change 679 445 0.17% 0.17% 1113 0 0.0% Q2 2026 Aug 12, 2026
Merkkuri Wealth Advisors LLC History No change 676 443 0.27% 0.27% 1114 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 675 442 0.01% 0.01% 1115 0 0.0% Q2 2026 Aug 10, 2026
Westmount Partners, LLC History No change 674 442 0.1% 0.1% 1116 0 0.0% Q2 2026 Jul 07, 2026
Independent Wealth Advisors LLC History No change 675 442 0.4% 0.4% 1117 0 0.0% Q2 2026 Jul 27, 2026
Farmers & Merchants Trust Co of Long Beach History No change 671 440 0.09% 0.09% 1118 0 0.0% Q2 2026 Aug 05, 2026
Hemenway Trust Co LLC History No change 665 436 0.03% 0.03% 1119 0 0.0% Q2 2026 Aug 10, 2026
44 WEALTH MANAGEMENT LLC History No change 660 432 0.14% 0.14% 1120 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 680 431 0.05% 0.05% 1121 0 0.0% Q2 2026 Aug 03, 2026
RFG HOLDINGS, INC. History No change 656 430 0.09% 0.09% 1122 0 0.0% Q2 2026 Jul 29, 2026
Westhampton Capital, LLC History No change 655 429 0.18% 0.18% 1123 0 0.0% Q2 2026 Jul 14, 2026
Atlas Wealth LLC History No change 652 427 0.06% 0.06% 1124 0 0.0% Q2 2026 Jul 28, 2026
Texas Bank & Trust Co History No change 650 426 0.14% 0.14% 1125 0 0.0% Q2 2026 Jul 31, 2026
EFG International AG History No change 648 425 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History No change 647 424 0.04% 0.04% 1127 0 0.0% Q2 2026 Jul 22, 2026
Center For Asset Management LLC History No change 644 422 0.19% 0.19% 1128 0 0.0% Q2 2026 Jul 27, 2026
CV Advisors LLC History No change 644 422 0.08% 0.08% 1129 0 0.0% Q2 2026 Jul 21, 2026
GLENMEDE TRUST CO NA History No change 642 421 0.0% 0.0% 1130 0 0.0% Q2 2026 Aug 10, 2026
Tidemark, LLC History No change 641 420 0.09% 0.09% 1131 0 0.0% Q2 2026 Aug 10, 2026
KDT Advisors, LLC History No change 640 419 0.58% 0.58% 1132 0 0.0% Q2 2026 Jul 31, 2026
Balboa Wealth Partners History No change 638 418 0.06% 0.06% 1133 0 0.0% Q2 2026 Aug 10, 2026
Everest Financial Group LLC History No change 638 418 0.06% 0.06% 1134 0 0.0% Q2 2026 Aug 10, 2026
Braeburn Wealth Management LLC History No change 637 417 0.18% 0.18% 1135 0 0.0% Q2 2026 Jul 21, 2026
Thrive Wealth Management, LLC History No change 634 416 0.05% 0.05% 1136 0 0.0% Q2 2026 Jul 07, 2026
Northstar Advisory Group, LLC History No change 632 414 0.13% 0.13% 1137 0 0.0% Q2 2026 Jul 14, 2026
STEINBERG ASSET MANAGEMENT LLC History No change 631 413 0.26% 0.26% 1138 0 0.0% Q2 2026 Aug 05, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 631 413 0.27% 0.27% 1139 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 629 412 0.19% 0.19% 1140 0 0.0% Q2 2026 Aug 13, 2026
SEARLE & CO. History No change 627 411 0.09% 0.09% 1141 0 0.0% Q2 2026 Jul 27, 2026
CAPITAL ADVISORS INC/OK History No change 625 409 0.01% 0.01% 1142 0 0.0% Q2 2026 Jul 22, 2026
LongView Wealth Management History No change 625 409 0.1% 0.1% 1143 0 0.0% Q2 2026 Jul 17, 2026
CAMDEN NATIONAL BANK History No change 622 407 0.05% 0.05% 1144 0 0.0% Q2 2026 Jul 31, 2026
MCDONALD PARTNERS LLC History No change 619 405 0.1% 0.1% 1145 0 0.0% Q2 2026 Jul 28, 2026
Clearwater Capital Advisors, LLC History No change 618 405 0.03% 0.03% 1146 0 0.0% Q2 2026 Aug 06, 2026
Soundwatch Capital LLC History No change 618 405 0.04% 0.04% 1147 0 0.0% Q2 2026 Aug 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 615 403 0.06% 0.06% 1148 0 0.0% Q2 2026 Aug 12, 2026
Destination Wealth Management History No change 616 403 0.01% 0.01% 1149 0 0.0% Q2 2026 Aug 14, 2026
OceanIQ Capital, LLC History No change 700 401 0.24% 0.24% 1150 0 0.0% Q2 2026 Aug 12, 2026
Financial Insights, Inc. History No change 611 400 0.11% 0.11% 1151 0 0.0% Q2 2026 Aug 25, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 610 400 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 03, 2026
WORLD EQUITY GROUP, INC. History No change 607 398 0.09% 0.09% 1153 0 0.0% Q2 2026 Jul 09, 2026
FIRST MANHATTAN CO. LLC. History No change 605 396 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 603 395 0.02% 0.02% 1155 0 0.0% Q2 2026 Jul 29, 2026
Onyx Bridge Wealth Group LLC History No change 603 395 0.04% 0.04% 1156 0 0.0% Q2 2026 Jul 23, 2026
Galvin, Gaustad & Stein, LLC History Reduced 648 394 0.03% 0.89% 1158 -17,809 -96.49% Q3 2026 Oct 08, 2026
Van Hulzen Asset Management, LLC History No change 602 394 0.03% 0.03% 1157 0 0.0% Q2 2026 Aug 13, 2026
J. Safra Sarasin Holding AG History No change 625 394 0.01% 0.01% 1159 0 0.0% Q2 2026 Jul 31, 2026
L. Roy Papp & Associates, LLP History No change 600 393 0.04% 0.04% 1160 0 0.0% Q2 2026 Jul 23, 2026
BANK HAPOALIM BM History No change 599 393 0.03% 0.03% 1161 0 0.0% Q2 2026 Aug 05, 2026
NavPoint Financial, Inc. History No change 600 393 0.15% 0.15% 1162 0 0.0% Q2 2026 Jul 23, 2026
Sulzberger Capital Advisors, Inc. History No change 600 393 0.38% 0.38% 1163 0 0.0% Q2 2026 Jul 17, 2026
Linscomb Wealth, Inc. History No change 599 392 0.02% 0.02% 1164 0 0.0% Q2 2026 Jul 31, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 598 392 0.03% 0.03% 1165 0 0.0% Q2 2026 Jul 16, 2026
Blue Water Asset Management History No change 596 390 0.13% 0.13% 1166 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 594 389 0.04% 0.04% 1167 0 0.0% Q2 2026 Jul 31, 2026
ELEVATUS WELATH MANAGEMENT History No change 593 388 0.09% 0.09% 1168 0 0.0% Q2 2026 Aug 13, 2026
Requisite Capital Management, LLC History No change 591 387 0.06% 0.06% 1169 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 590 386 0.01% 0.01% 1170 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 587 384 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 29, 2026
Main Management LLC History No change 579 380 0.03% 0.03% 1172 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 578 379 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 04, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 578 379 0.16% 0.16% 1174 0 0.0% Q2 2026 Aug 11, 2026
Mission Financial Group, LLC History No change 575 376 0.31% 0.31% 1175 0 0.0% Q2 2026 Aug 12, 2026
HEADINVEST, LLC History No change 573 375 0.07% 0.07% 1176 0 0.0% Q2 2026 Aug 14, 2026
KKM Financial LLC History No change 566 371 0.05% 0.05% 1177 0 0.0% Q2 2026 Aug 14, 2026
MANCHESTER FINANCIAL INC History No change 565 370 0.07% 0.07% 1178 0 0.0% Q2 2026 Jul 17, 2026
Integrity Advisory Solutions, LLC History No change 564 369 0.04% 0.04% 1179 0 0.0% Q2 2026 Jul 31, 2026
HOWE & RUSLING INC History No change 561 368 0.02% 0.02% 1180 0 0.0% Q2 2026 Aug 10, 2026
Provenance Wealth Advisors, LLC History No change 562 368 0.04% 0.04% 1181 0 0.0% Q2 2026 Jul 24, 2026
Pacific Center for Financial Services History No change 561 367 0.08% 0.08% 1182 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 559 366 0.02% 0.02% 1183 0 0.0% Q2 2026 Aug 10, 2026
Aegis Wealth Management, Inc. History No change 559 366 0.24% 0.24% 1184 0 0.0% Q2 2026 Jul 16, 2026
Retirement Planning Group, LLC History No change 558 365 0.01% 0.01% 1185 0 0.0% Q2 2026 Aug 05, 2026
Silver Grove Financial Group, Inc. History No change 558 365 0.2% 0.2% 1186 0 0.0% Q2 2026 Aug 13, 2026
Sonoma Private Wealth LLC History No change 556 364 0.39% 0.39% 1187 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 552 362 0.03% 0.03% 1188 0 0.0% Q2 2026 Jul 09, 2026
Fusion Capital, LLC History No change 553 362 0.08% 0.08% 1189 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 552 361 0.01% 0.01% 1190 0 0.0% Q2 2026 Jul 24, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 550 360 0.04% 0.04% 1191 0 0.0% Q2 2026 Jul 13, 2026
Crusonia Wealth Advisors LLC History No change 550 360 0.06% 0.06% 1192 0 0.0% Q2 2026 Jul 30, 2026
National Wealth Management Group, LLC History No change 548 359 0.11% 0.11% 1193 0 0.0% Q2 2026 Jul 14, 2026
LRI Investments, LLC History No change 546 358 0.03% 0.03% 1194 0 0.0% Q2 2026 Jul 14, 2026
Elmwood Wealth Management, Inc. History No change 545 357 0.09% 0.09% 1195 0 0.0% Q2 2026 Jul 07, 2026
Smartleaf Asset Management LLC History No change 565 357 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 12, 2026
Discipline Wealth Solutions, LLC History No change 543 356 0.03% 0.03% 1197 0 0.0% Q2 2026 Jul 21, 2026
DUTCH ASSET Corp History No change 541 355 0.18% 0.18% 1198 0 0.0% Q2 2026 Aug 10, 2026
BURNS J W & CO INC/NY History No change 540 354 0.04% 0.04% 1199 0 0.0% Q2 2026 Jul 15, 2026
D'Orazio & Associates, Inc. History No change 537 352 0.04% 0.04% 1200 0 0.0% Q2 2026 Jul 28, 2026
DIVERSIFIED MANAGEMENT INC History No change 573 348 0.06% 0.08% 1201 0 0.0% Q3 2026 Oct 08, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 530 347 0.05% 0.05% 1202 0 0.0% Q2 2026 Jul 29, 2026
United Capital Management of KS, Inc. History No change 530 347 0.05% 0.05% 1203 0 0.0% Q2 2026 Aug 05, 2026
Chesley Taft & Associates LLC History No change 529 346 0.01% 0.01% 1204 0 0.0% Q2 2026 Jul 08, 2026
Axis Wealth Partners, LLC History No change 528 346 0.17% 0.17% 1205 0 0.0% Q2 2026 Jul 28, 2026
Washington Trust Advisors, Inc. History No change 525 344 0.03% 0.03% 1206 0 0.0% Q2 2026 Jul 29, 2026
Banco Santander, S.A. History No change 520 341 0.0% 0.0% 1207 0 0.0% Q2 2026 Jul 29, 2026
HM PAYSON & CO History No change 520 341 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 17, 2026
Busey Bank History No change 521 341 0.01% 0.01% 1209 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT HOUSE LLC History No change 521 341 0.02% 0.02% 1210 0 0.0% Q2 2026 Jul 31, 2026
Empirical Asset Management, LLC History No change 520 341 0.08% 0.08% 1211 0 0.0% Q2 2026 Aug 10, 2026
FIRST FOUNDATION ADVISORS History No change 519 340 0.01% 0.01% 1212 0 0.0% Q2 2026 Aug 14, 2026
High Point Wealth Management, LLC History No change 518 340 0.28% 0.28% 1213 0 0.0% Q2 2026 Jul 20, 2026
Integras Partners LLC History No change 517 339 0.19% 0.19% 1214 0 0.0% Q2 2026 Jul 24, 2026
Certified Advisory Corp History No change 515 337 0.03% 0.03% 1215 0 0.0% Q2 2026 Jul 16, 2026
Alta Wealth Advisors LLC History No change 514 337 0.09% 0.09% 1216 0 0.0% Q2 2026 Jul 30, 2026
Solutions 4 Wealth, Ltd History No change 515 337 0.43% 0.43% 1217 0 0.0% Q2 2026 Jul 29, 2026
Garrett Wealth Advisory Group, LLC History No change 510 334 0.05% 0.05% 1218 0 0.0% Q2 2026 Aug 04, 2026
Vectors Research Management, LLC History No change 507 332 0.09% 0.09% 1219 0 0.0% Q2 2026 Jul 29, 2026
Dale Q Rice Investment Management Ltd History No change 545 331 0.18% 0.19% 1220 0 0.0% Q3 2026 Oct 09, 2026
Carr Financial Group Corp History No change 502 329 0.08% 0.08% 1221 0 0.0% Q2 2026 Aug 06, 2026
Vertrix Wealth Management, LLC History No change 503 329 0.11% 0.11% 1222 0 0.0% Q2 2026 Jul 09, 2026
Troutman Wealth Management, LLC History No change 500 328 0.25% 0.25% 1223 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 500 327 0.01% 0.01% 1224 0 0.0% Q2 2026 Jul 21, 2026
Terra Nova Asset Management LLC History No change 500 327 0.2% 0.2% 1225 0 0.0% Q2 2026 Aug 04, 2026
Aprio Wealth Management, LLC History No change 499 327 0.02% 0.02% 1226 0 0.0% Q2 2026 Jul 24, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 497 326 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 515 324 0.09% 0.14% 1228 -203 -28.27% Q3 2026 Oct 09, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 533 324 0.09% 0.1% 1229 0 0.0% Q3 2026 Oct 07, 2026
Sterling Wealth Management, Inc. History No change 494 324 0.08% 0.08% 1230 0 0.0% Q2 2026 Jul 30, 2026
Everstar Asset Management, LLC History No change 492 322 0.16% 0.16% 1231 0 0.0% Q2 2026 Aug 03, 2026
Carrera Capital Advisors History No change 491 322 0.05% 0.05% 1232 0 0.0% Q2 2026 Aug 03, 2026
Vanguard Personalized Indexing Management, LLC History No change 488 320 0.0% 0.0% 1233 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 485 318 0.09% 0.09% 1234 0 0.0% Q2 2026 Jul 23, 2026
New England Professional Planning Group Inc. History No change 484 317 0.12% 0.12% 1235 0 0.0% Q2 2026 Jul 28, 2026
Kaydan Wealth Management, Inc. History Added to 520 316 0.11% 0.1% 1237 +18 3.59% Q3 2026 Oct 08, 2026
Connecticut Wealth Management, LLC History No change 482 316 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 29, 2026
STEVENS CAPITAL PARTNERS History No change 481 315 0.06% 0.06% 1238 0 0.0% Q2 2026 Aug 07, 2026
Exit Wealth Advisors, LLC. History No change 480 315 0.14% 0.14% 1239 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 479 314 0.03% 0.03% 1240 0 0.0% Q2 2026 Jul 22, 2026
Neuberger Berman Group LLC History No change 478 313 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 13, 2026
Wheelhouse Advisory Group LLC History No change 478 313 0.09% 0.09% 1242 0 0.0% Q2 2026 Jul 23, 2026
Capstone Financial Advisors, Inc. History No change 476 312 0.02% 0.02% 1243 0 0.0% Q2 2026 Aug 14, 2026
CRUX WEALTH ADVISORS History No change 474 310 0.11% 0.11% 1244 0 0.0% Q2 2026 Jul 21, 2026
Hennion & Walsh Asset Management, Inc. History No change 472 309 0.01% 0.01% 1245 0 0.0% Q2 2026 Jul 08, 2026
DUNCKER STREETT & CO INC History No change 470 308 0.05% 0.05% 1246 0 0.0% Q2 2026 Jul 28, 2026
Shulman DeMeo Asset Management LLC History No change 483 306 0.06% 0.06% 1247 0 0.0% Q3 2026 Oct 09, 2026
Left Brain Wealth Management, LLC History No change 467 306 0.09% 0.09% 1248 0 0.0% Q2 2026 Jul 30, 2026
Ark Wealth Advisors LLC History No change 467 306 0.27% 0.27% 1249 0 0.0% Q2 2026 Aug 13, 2026
AMG National Trust Bank History No change 465 304 0.01% 0.01% 1250 0 0.0% Q2 2026 Aug 06, 2026
Roundview Capital LLC History No change 465 304 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 30, 2026
HighMark Wealth Management LLC History No change 462 303 0.1% 0.1% 1252 0 0.0% Q2 2026 Aug 12, 2026
Coquina Private Wealth LLC History No change 463 303 0.21% 0.21% 1253 0 0.0% Q2 2026 Jul 29, 2026
Modus Advisors, LLC History No change 460 301 0.07% 0.07% 1254 0 0.0% Q2 2026 Aug 03, 2026
WESTBOURNE INVESTMENTS, INC. History No change 450 295 0.12% 0.12% 1255 0 0.0% Q2 2026 Aug 11, 2026
Bolthouse Investments, LLC History No change 450 295 0.24% 0.24% 1256 0 0.0% Q2 2026 Aug 11, 2026
Eagle Bay Advisors LLC History No change 450 295 0.22% 0.22% 1257 0 0.0% Q2 2026 Aug 03, 2026
CFO4Life Group, LLC History No change 447 293 0.04% 0.04% 1258 0 0.0% Q2 2026 Aug 12, 2026
Objective Capital Management, LLC History No change 446 292 0.26% 0.26% 1259 0 0.0% Q2 2026 Jul 20, 2026
SWEENEY & MICHEL, LLC History No change 500 291 0.08% 0.08% 1260 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 445 291 0.0% 0.0% 1261 0 0.0% Q2 2026 Jul 24, 2026
QTR Family Wealth, LLC History No change 444 291 0.1% 0.1% 1262 0 0.0% Q2 2026 Jul 27, 2026
Monetary Solutions, Ltd History No change 444 291 0.25% 0.25% 1263 0 0.0% Q2 2026 Jul 23, 2026
NerdWallet Wealth Partners, LLC History No change 443 290 0.1% 0.1% 1264 0 0.0% Q2 2026 Jul 07, 2026
SEEDS INVESTOR LLC History No change 442 289 0.03% 0.03% 1265 0 0.0% Q2 2026 Aug 12, 2026
Goldstein Advisors, LLC History No change 440 288 0.03% 0.03% 1266 0 0.0% Q2 2026 Jul 20, 2026
Fairway Wealth LLC History No change 440 288 0.07% 0.07% 1267 0 0.0% Q2 2026 Jul 24, 2026
Greenspring Advisors, LLC History No change 439 287 0.02% 0.02% 1268 0 0.0% Q2 2026 Aug 11, 2026
Innovative Wealth Building LLC History No change 439 287 0.17% 0.17% 1269 0 0.0% Q2 2026 Jul 23, 2026
Goldstone Financial Group, LLC History No change 437 286 0.03% 0.03% 1270 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 435 285 0.02% 0.02% 1271 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 434 284 0.01% 0.01% 1272 0 0.0% Q2 2026 Jul 22, 2026
MidFirst Bank History No change 434 284 0.02% 0.02% 1273 0 0.0% Q2 2026 Aug 07, 2026
KFA Private Wealth Group, LLC History Reduced 463 282 0.07% 0.08% 1275 -56 -10.79% Q3 2026 Oct 07, 2026
Legacy Capital Wealth Partners, LLC History No change 431 282 0.05% 0.05% 1274 0 0.0% Q2 2026 Aug 12, 2026
River Street Advisors LLC History No change 428 280 0.08% 0.08% 1276 0 0.0% Q2 2026 Jul 21, 2026
Mesirow Financial Investment Management, Inc. History No change 425 278 0.0% 0.0% 1277 0 0.0% Q2 2026 Jul 22, 2026
Sunpointe, LLC History No change 425 278 0.08% 0.08% 1278 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 423 277 0.16% 0.16% 1279 0 0.0% Q2 2026 Jul 21, 2026
Allegiance Financial Group Advisory Services LLC History No change 420 275 0.05% 0.05% 1280 0 0.0% Q2 2026 Jul 27, 2026
Clare Market Investments LLC History No change 420 275 0.05% 0.05% 1281 0 0.0% Q2 2026 Jul 27, 2026
Circle Wealth Management, LLC History No change 418 274 0.0% 0.0% 1282 0 0.0% Q2 2026 Aug 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 418 274 0.04% 0.04% 1283 0 0.0% Q2 2026 Aug 07, 2026
WEALTHSPAN PARTNERS, LLC History No change 419 274 0.09% 0.09% 1284 0 0.0% Q2 2026 Aug 06, 2026
Delta Wealth Advisors LLC History No change 450 274 0.19% 0.21% 1285 0 0.0% Q3 2026 Oct 09, 2026
Granite Group Advisors, LLC History No change 419 274 0.16% 0.16% 1286 0 0.0% Q2 2026 Jul 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 414 271 0.06% 0.06% 1287 0 0.0% Q2 2026 Sep 02, 2026
Fortis Group Advisors, LLC History No change 414 271 0.04% 0.04% 1288 0 0.0% Q2 2026 Jul 24, 2026
Cascade Financial Partners, LLC History No change 413 270 0.02% 0.02% 1289 0 0.0% Q2 2026 Aug 04, 2026
Brookwood Investment Group LLC History No change 413 270 0.03% 0.03% 1290 0 0.0% Q2 2026 Jul 23, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 704 269 0.03% 0.03% 1291 0 0.0% Q2 2026 Aug 05, 2026
Barton Investment Management History No change 410 268 0.04% 0.04% 1292 0 0.0% Q2 2026 Jul 20, 2026
Westover Capital Advisors, LLC History No change 410 268 0.04% 0.04% 1293 0 0.0% Q2 2026 Aug 04, 2026
SMART Wealth LLC History No change 410 268 0.06% 0.06% 1294 0 0.0% Q2 2026 Aug 05, 2026
BAYBAN History No change 410 268 0.21% 0.21% 1295 0 0.0% Q2 2026 Jul 30, 2026
WealthCare Asset Management, LLC History No change 408 267 0.11% 0.11% 1296 0 0.0% Q2 2026 Jul 30, 2026
Buska Wealth Management, LLC History Reduced 438 266 0.09% 0.12% 1299 -59 -11.87% Q3 2026 Oct 07, 2026
Verity Asset Management, Inc. History No change 405 266 0.1% 0.1% 1297 0 0.0% Q2 2026 Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 406 266 0.04% 0.04% 1298 0 0.0% Q2 2026 Aug 13, 2026
Bedel Financial Consulting, Inc. History No change 405 265 0.02% 0.02% 1300 0 0.0% Q2 2026 Jul 29, 2026
Next Capital Management LLC History No change 403 264 0.07% 0.07% 1301 0 0.0% Q2 2026 Aug 03, 2026
UPTICK PARTNERS, LLC History No change 404 264 0.04% 0.04% 1302 0 0.0% Q2 2026 Aug 10, 2026
Traction Financial Partners, LLC History No change 403 264 0.14% 0.14% 1303 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 401 263 0.04% 0.04% 1304 0 0.0% Q2 2026 Aug 05, 2026
Veracity Capital LLC History No change 433 263 0.07% 0.08% 1305 0 0.0% Q3 2026 Oct 08, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 402 263 0.09% 0.09% 1306 0 0.0% Q2 2026 Jul 21, 2026
SYM FINANCIAL Corp History No change 400 262 0.02% 0.02% 1307 0 0.0% Q2 2026 Aug 04, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 400 262 0.01% 0.01% 1308 0 0.0% Q2 2026 Aug 10, 2026
CIDEL ASSET MANAGEMENT INC History No change 400 262 0.01% 0.01% 1309 0 0.0% Q2 2026 Jul 17, 2026
Kohmann Bosshard Financial Services, LLC History No change 400 262 0.02% 0.02% 1310 0 0.0% Q2 2026 Jul 14, 2026
Claret Asset Management Corp History No change 400 262 0.03% 0.03% 1311 0 0.0% Q2 2026 Jul 27, 2026
Horizon Investments, LLC History No change 399 261 0.0% 0.0% 1312 0 0.0% Q2 2026 Aug 13, 2026
Activest Wealth Management History No change 399 261 0.05% 0.05% 1313 0 0.0% Q2 2026 Jul 16, 2026
Carolina Wealth Management Inc History No change 398 261 0.12% 0.12% 1314 0 0.0% Q2 2026 Aug 11, 2026
Delta Investment Management, LLC History No change 396 259 0.04% 0.04% 1315 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 395 259 0.03% 0.03% 1316 0 0.0% Q2 2026 Jul 10, 2026
LifeGoal Investments, LLC History Added to 425 258 0.08% 0.1% 1317 +100 30.77% Q3 2026 Oct 08, 2026
NovaPoint Capital, LLC History No change 393 257 0.05% 0.05% 1318 0 0.0% Q2 2026 Aug 06, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 391 256 0.03% 0.03% 1319 0 0.0% Q2 2026 Jul 31, 2026
WASHINGTON TRUST BANK History No change 389 255 0.02% 0.02% 1320 0 0.0% Q2 2026 Aug 05, 2026
TPG Advisors LLC History No change 390 255 0.14% 0.14% 1321 0 0.0% Q2 2026 Jul 29, 2026
Pacific Park Financial, Inc. History No change 388 254 0.15% 0.15% 1322 0 0.0% Q2 2026 Jul 21, 2026
Old Mission Investment Co LLC History No change 388 254 0.05% 0.05% 1323 0 0.0% Q2 2026 Aug 14, 2026
Unique Wealth Strategies, LLC History No change 385 252 0.09% 0.09% 1324 0 0.0% Q2 2026 Jul 15, 2026
DecisionMap Wealth Management, LLC History No change 382 250 0.14% 0.14% 1325 0 0.0% Q2 2026 Jul 21, 2026
WealthTrust Axiom LLC History No change 380 249 0.06% 0.06% 1326 0 0.0% Q2 2026 Aug 11, 2026
Headlands Technologies LLC History No change 380 249 0.03% 0.03% 1327 0 0.0% Q2 2026 Aug 12, 2026
Columbia Asset Management History No change 380 249 0.04% 0.04% 1328 0 0.0% Q2 2026 Jul 21, 2026
WEBSTER BANK, N. A. History No change 378 247 0.02% 0.02% 1329 0 0.0% Q2 2026 Jul 20, 2026
Texas Yale Capital Corp. History No change 375 245 0.01% 0.01% 1330 0 0.0% Q2 2026 Aug 12, 2026
Thrive Capital Management, LLC History No change 375 245 0.05% 0.05% 1331 0 0.0% Q2 2026 Aug 05, 2026
Dedeker Financial LLC History No change 375 245 0.14% 0.14% 1332 0 0.0% Q2 2026 Aug 10, 2026
Teamwork Financial Advisors, LLC History No change 374 244 0.02% 0.02% 1333 0 0.0% Q2 2026 Jul 08, 2026
Global Trust Asset Management, LLC History No change 371 243 0.08% 0.08% 1334 0 0.0% Q2 2026 Aug 03, 2026
High Net Worth Advisory Group LLC History No change 371 243 0.05% 0.05% 1335 0 0.0% Q2 2026 Jul 29, 2026
Ledgewood Wealth Advisors, LLC History No change 400 243 0.13% 0.14% 1336 0 0.0% Q3 2026 Oct 08, 2026
Midwest Trust Co History No change 371 243 0.0% 0.0% 1337 0 0.0% Q2 2026 Aug 04, 2026
Plan A Wealth LLC History No change 400 243 0.09% 0.11% 1338 0 0.0% Q3 2026 Oct 08, 2026
Plante Moran Financial Advisors, LLC History No change 367 240 0.01% 0.01% 1339 0 0.0% Q2 2026 Aug 06, 2026
Kelly Financial Services LLC History No change 366 240 0.05% 0.05% 1340 0 0.0% Q2 2026 Jul 14, 2026
Invesco Ltd. History No change 363 238 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 363 238 0.02% 0.02% 1342 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Financial Services, LLC History No change 363 238 0.03% 0.03% 1343 0 0.0% Q2 2026 Jul 15, 2026
Icon Wealth Advisors, LLC History No change 364 238 0.01% 0.01% 1344 0 0.0% Q2 2026 Aug 05, 2026
Shelter Rock Management, LLC History Reduced 372 236 0.22% 0.27% 1347 -53 -12.47% Q3 2026 Oct 08, 2026
Cordatus Wealth Management LLC History No change 360 236 0.05% 0.05% 1345 0 0.0% Q2 2026 Jul 29, 2026
Root Financial Partners, LLC History No change 361 236 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 29, 2026
Huntleigh Advisors, Inc. History No change 359 235 0.03% 0.03% 1348 0 0.0% Q2 2026 Aug 04, 2026
Lifeworks Advisors, LLC History No change 359 235 0.02% 0.02% 1349 0 0.0% Q2 2026 Aug 14, 2026
WEALTHGARDEN F.S. LLC History No change 358 235 0.13% 0.13% 1350 0 0.0% Q2 2026 Jul 31, 2026
COUNTRY TRUST BANK History No change 355 232 0.0% 0.0% 1351 0 0.0% Q2 2026 Jul 15, 2026
Richard C. Young & CO., LTD. History No change 354 232 0.02% 0.02% 1352 0 0.0% Q2 2026 Jul 28, 2026
Drake & Associates, LLC History No change 355 232 0.04% 0.04% 1353 0 0.0% Q2 2026 Aug 10, 2026
VIMA LLC History No change 355 232 0.23% 0.23% 1354 0 0.0% Q2 2026 Jul 24, 2026
Harbor Group, Inc. History No change 351 230 0.03% 0.03% 1355 0 0.0% Q2 2026 Jul 22, 2026
Alliance Wealth Advisors, LLC /UT History No change 352 230 0.04% 0.04% 1356 0 0.0% Q2 2026 Jul 23, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 351 230 0.16% 0.16% 1357 0 0.0% Q2 2026 Jul 23, 2026
Osprey Private Wealth LLC History No change 352 230 0.06% 0.06% 1358 0 0.0% Q2 2026 Aug 03, 2026
1ST SOURCE BANK History No change 350 229 0.01% 0.01% 1359 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 350 229 0.01% 0.01% 1360 0 0.0% Q2 2026 Aug 05, 2026
Pitti Group Wealth Management, LLC History No change 350 229 0.17% 0.17% 1361 0 0.0% Q2 2026 Aug 12, 2026
ROMAN BUTLER FULLERTON & CO History No change 390 228 0.05% 0.05% 1362 0 0.0% Q2 2026 Aug 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 348 228 0.01% 0.01% 1363 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 349 228 0.01% 0.01% 1364 0 0.0% Q2 2026 Jul 28, 2026
Professional Financial Advisors, LLC History No change 349 228 0.04% 0.04% 1365 0 0.0% Q2 2026 Jul 09, 2026
Revisor Wealth Management LLC History No change 347 228 0.05% 0.05% 1366 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 349 228 0.0% 0.0% 1367 0 0.0% Q2 2026 Jul 28, 2026
Powell Investment Advisors, LLC History No change 345 226 0.07% 0.07% 1368 0 0.0% Q2 2026 Jul 28, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 346 226 0.04% 0.04% 1369 0 0.0% Q2 2026 Aug 04, 2026
ROCKLAND TRUST CO History No change 368 224 0.01% 0.01% 1370 0 0.0% Q3 2026 Oct 05, 2026
All Terrain Financial Advisors, LLC History No change 342 224 0.04% 0.04% 1371 0 0.0% Q2 2026 Aug 11, 2026
Cordgrass Capital Advisors, LLC History No change 343 224 0.08% 0.08% 1372 0 0.0% Q2 2026 Aug 06, 2026
ALBION FINANCIAL GROUP /UT History No change 340 223 0.01% 0.01% 1373 0 0.0% Q2 2026 Jul 22, 2026
Newman Dignan & Sheerar, Inc. History No change 340 223 0.04% 0.04% 1374 0 0.0% Q2 2026 Jul 14, 2026
Presidio Capital Management, LLC History No change 341 223 0.06% 0.06% 1375 0 0.0% Q2 2026 Jul 14, 2026
CVFG LLC History No change 340 223 0.02% 0.02% 1376 0 0.0% Q2 2026 Aug 11, 2026
Affinity Capital Advisors, LLC History No change 368 222 0.03% 0.03% 1377 0 0.0% Q2 2026 Jul 08, 2026
HRC WEALTH MANAGEMENT, LLC History No change 338 221 0.09% 0.09% 1378 0 0.0% Q2 2026 Jul 10, 2026
Quadrant Private Wealth Management, LLC History No change 336 220 0.05% 0.05% 1379 0 0.0% Q2 2026 Jul 30, 2026
CARLSON FINANCIAL, INC. History No change 334 220 0.11% 0.11% 1380 0 0.0% Q2 2026 Aug 24, 2026
FIRST HORIZON CORP History No change 334 219 0.01% 0.01% 1381 0 0.0% Q2 2026 Jul 20, 2026
SUMMITRY LLC History No change 334 219 0.01% 0.01% 1382 0 0.0% Q2 2026 Jul 21, 2026
StoryOne LLC History No change 334 219 0.1% 0.1% 1383 0 0.0% Q2 2026 Jul 24, 2026
Purkiss Capital Advisors LLC History No change 331 217 0.08% 0.08% 1384 0 0.0% Q2 2026 Jul 30, 2026
Noble Wealth Management PBC History No change 357 217 0.1% 0.1% 1385 0 0.0% Q3 2026 Oct 01, 2026
DEUTSCHE BANK AG\ History No change 330 216 0.0% 0.0% 1386 0 0.0% Q2 2026 Aug 07, 2026
Goodman Advisory Group, LLC History No change 330 216 0.05% 0.05% 1387 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 328 215 0.0% 0.0% 1388 0 0.0% Q2 2026 Aug 14, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 328 215 0.03% 0.03% 1389 0 0.0% Q2 2026 Aug 12, 2026
Greykasell Wealth Strategies, Inc. History No change 328 215 0.08% 0.08% 1390 0 0.0% Q2 2026 Aug 11, 2026
ARS Wealth Advisors Group, LLC History No change 327 214 0.02% 0.02% 1391 0 0.0% Q2 2026 Jul 16, 2026
BLB&B Advisors, LLC History No change 325 213 0.01% 0.01% 1392 0 0.0% Q2 2026 Aug 05, 2026
GoalVest Advisory LLC History Added to 174,650 211 0.04% 0.01% 1395 +174,590 290983.33% Q3 2026 Oct 02, 2026
Private Advisory Group LLC History No change 322 211 0.01% 0.01% 1393 0 0.0% Q2 2026 Aug 06, 2026
Garner Asset Management Corp History No change 322 211 0.07% 0.07% 1394 0 0.0% Q2 2026 Aug 07, 2026
Wescott Financial Advisory Group, LLC History No change 323 211 0.02% 0.02% 1396 0 0.0% Q2 2026 Aug 04, 2026
Fortune Financial Advisors, LLC History No change 321 210 0.09% 0.09% 1397 0 0.0% Q2 2026 Jul 22, 2026
Strategic Financial Services, Inc. History No change 320 209 0.01% 0.01% 1398 0 0.0% Q2 2026 Aug 24, 2026
Coppell Advisory Solutions LLC History No change 187 209 0.02% 0.02% 1399 0 0.0% Q2 2026 Aug 14, 2026
Plan Group Financial, LLC History No change 320 209 0.04% 0.04% 1400 0 0.0% Q2 2026 Aug 03, 2026
Family Capital Management, Inc. History No change 319 209 0.08% 0.08% 1401 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 319 209 0.05% 0.05% 1402 0 0.0% Q2 2026 Aug 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 317 208 0.08% 0.08% 1403 0 0.0% Q2 2026 Jul 08, 2026
GR FINANCIAL GROUP, LLC History No change 315 207 0.03% 0.03% 1404 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Family Advisors, LLC History No change 315 206 0.09% 0.09% 1405 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 315 206 0.02% 0.02% 1406 0 0.0% Q2 2026 Jul 07, 2026
Southland Equity Partners LLC History No change 315 206 0.04% 0.04% 1407 0 0.0% Q2 2026 Jul 13, 2026
Smith Salley Wealth Management History No change 313 205 0.01% 0.01% 1408 0 0.0% Q2 2026 Jul 23, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 337 205 0.1% 0.11% 1409 0 0.0% Q3 2026 Oct 08, 2026
Anchor Bay Capital, Inc. History No change 361 205 0.11% 0.11% 1410 0 0.0% Q2 2026 Aug 11, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 313 205 0.19% 0.19% 1411 0 0.0% Q2 2026 Aug 07, 2026
Thompson David Blair History No change 314 205 0.1% 0.1% 1412 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 312 204 0.05% 0.05% 1413 0 0.0% Q2 2026 Jul 30, 2026
Hobbs Group Advisors, LLC History No change 310 203 0.05% 0.05% 1414 0 0.0% Q2 2026 Aug 13, 2026
RPS ADVISORY SOLUTIONS LLC History No change 311 203 0.13% 0.13% 1415 0 0.0% Q2 2026 Aug 11, 2026
Fairscale Capital, LLC History No change 311 203 0.12% 0.12% 1416 0 0.0% Q2 2026 Aug 07, 2026
GFS Advisors, LLC History No change 2,415 202 0.02% 0.02% 1417 0 0.0% Q2 2026 Aug 04, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 308 202 0.05% 0.05% 1418 0 0.0% Q2 2026 Jul 15, 2026
JHP Wealth Management, LLC History No change 309 202 0.17% 0.17% 1419 0 0.0% Q2 2026 Jul 30, 2026
DRAVO BAY LLC History No change 307 201 0.07% 0.07% 1420 0 0.0% Q2 2026 Aug 11, 2026
LPWM LLC History No change 306 200 0.04% 0.04% 1421 0 0.0% Q2 2026 Jul 24, 2026
BlueStem Wealth Partners, LLC History No change 305 200 0.02% 0.02% 1422 0 0.0% Q2 2026 Aug 11, 2026
Investor's Fiduciary Advisor Network, LLC History No change 306 200 0.07% 0.07% 1423 0 0.0% Q2 2026 Aug 13, 2026
Moment Partners, LLC History No change 305 200 0.04% 0.04% 1424 0 0.0% Q2 2026 Jul 29, 2026
Peak Retirement Planning, Inc. History No change 303 198 0.03% 0.03% 1425 0 0.0% Q2 2026 Aug 10, 2026
XP Advisory US, Inc. History No change 295 193 0.11% 0.11% 1426 0 0.0% Q2 2026 Jul 30, 2026
Friedenthal Financial History No change 292 191 0.09% 0.09% 1427 0 0.0% Q2 2026 Jul 13, 2026
DecisionPoint Financial, LLC History No change 300 186 0.03% 0.03% 1428 0 0.0% Q2 2026 Aug 05, 2026
TUCKER ASSET MANAGEMENT LLC History No change 282 184 0.05% 0.05% 1429 0 0.0% Q2 2026 Aug 27, 2026
RMG Wealth Management LLC History No change 309 180 0.02% 0.02% 1430 0 0.0% Q2 2026 Aug 13, 2026
Battery Global Advisors, LLC History No change 273 179 0.09% 0.09% 1431 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 265 173 0.04% 0.04% 1432 0 0.0% Q2 2026 Jul 17, 2026
Archer Investment Corp History No change 262 171 0.03% 0.03% 1433 0 0.0% Q2 2026 Aug 03, 2026
REAP Financial Group, LLC History No change 261 171 0.03% 0.03% 1434 0 0.0% Q2 2026 Aug 04, 2026
Silicon Valley Capital Partners History No change 257 168 0.01% 0.01% 1435 0 0.0% Q2 2026 Sep 21, 2026
Rossmore Private Capital History No change 254 166 0.01% 0.01% 1436 0 0.0% Q2 2026 Jul 31, 2026
MCF Advisors LLC History No change 248 162 0.01% 0.01% 1437 0 0.0% Q2 2026 Aug 12, 2026
Kilter Group LLC History No change 246 161 0.06% 0.06% 1438 0 0.0% Q2 2026 Aug 11, 2026
First Bancorp, Inc /ME/ History No change 244 160 0.06% 0.06% 1439 0 0.0% Q2 2026 Aug 11, 2026
EPG Wealth Management LLC History No change 242 158 0.04% 0.04% 1440 0 0.0% Q2 2026 Jul 28, 2026
SWAN Capital LLC History No change 236 154 0.05% 0.05% 1441 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 234 153 0.0% 0.0% 1442 0 0.0% Q2 2026 Jul 31, 2026
Hughes Financial Services, LLC History No change 228 149 0.02% 0.02% 1443 0 0.0% Q2 2026 Jul 20, 2026
Cypress Capital Management LLC (WY) History No change 226 148 0.12% 0.12% 1444 0 0.0% Q2 2026 Aug 06, 2026
Hilton Head Capital Partners, LLC History No change 227 148 0.07% 0.07% 1445 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 225 147 0.0% 0.0% 1446 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 222 145 0.04% 0.04% 1447 0 0.0% Q2 2026 Jul 14, 2026
Ascentis Independent Advisors History No change 221 144 0.39% 0.39% 1448 0 0.0% Q2 2026 Aug 04, 2026
Signature Resources Capital Management, LLC History No change 213 139 0.05% 0.05% 1449 0 0.0% Q2 2026 Jul 13, 2026
Intesa Sanpaolo Wealth Management History No change 210 137 0.03% 0.03% 1450 0 0.0% Q2 2026 Jul 23, 2026
PETERSON WEALTH MANAGEMENT History No change 207 135 0.06% 0.06% 1451 0 0.0% Q2 2026 Jul 30, 2026
Avalon Trust Co History No change 200 131 0.01% 0.01% 1452 0 0.0% Q2 2026 Aug 06, 2026
LOM Asset Management Ltd History No change 200 131 0.03% 0.03% 1453 0 0.0% Q2 2026 Aug 04, 2026
BESSEMER GROUP INC History No change 194 127 0.0% 0.0% 1454 0 0.0% Q2 2026 Aug 12, 2026
Front Row Advisors LLC History No change 223 127 0.04% 0.04% 1455 0 0.0% Q2 2026 Aug 13, 2026
Kiker Wealth Management, LLC History No change 195 127 0.05% 0.05% 1456 0 0.0% Q2 2026 Jul 30, 2026
Harbor Asset Planning, Inc. History No change 194 127 0.1% 0.1% 1457 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 189 124 0.0% 0.0% 1458 0 0.0% Q2 2026 Aug 13, 2026
Davis Capital Management History Reduced 203 123 0.07% 0.08% 1459 -7 -3.33% Q3 2026 Oct 08, 2026
Aventura Private Wealth, LLC History No change 189 123 0.04% 0.04% 1460 0 0.0% Q2 2026 Jul 15, 2026
Breakwater Investment Management History No change 185 121 0.04% 0.04% 1461 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 186 121 0.06% 0.06% 1462 0 0.0% Q2 2026 Jul 27, 2026
GAMMA Investing LLC History Added to 197 119 0.0% 0.0% 1463 +25 14.53% Q3 2026 Oct 08, 2026
SALEM INVESTMENT COUNSELORS INC History No change 177 116 0.0% 0.0% 1464 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Counsel, Inc History No change 168 110 0.01% 0.01% 1465 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 168 109 0.0% 0.0% 1466 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 161 105 0.0% 0.0% 1467 0 0.0% Q2 2026 Aug 06, 2026
Vanguard National Trust Co History No change 158 103 0.01% 0.01% 1468 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 149 97 0.0% 0.0% 1469 0 0.0% Q2 2026 Jul 21, 2026
Reyes Financial Architecture, Inc. History No change 142 93 0.05% 0.05% 1470 0 0.0% Q2 2026 Jul 16, 2026
Hartford Financial Management Inc. History No change 137 89 0.02% 0.02% 1471 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 136 89 0.01% 0.01% 1472 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 132 86 0.0% 0.0% 1473 0 0.0% Q2 2026 Jul 24, 2026
Planning Strategies Inc. History No change 142 86 0.05% 0.06% 1474 0 0.0% Q3 2026 Oct 02, 2026
Private Wealth Asset Management, LLC History No change 130 85 0.01% 0.01% 1475 0 0.0% Q2 2026 Aug 11, 2026
Integrity Financial Corp /WA History No change 129 84 0.04% 0.04% 1476 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 125 82 0.0% 0.0% 1477 0 0.0% Q2 2026 Aug 05, 2026
Glassman Wealth Services History No change 125 81 0.01% 0.01% 1478 0 0.0% Q2 2026 Aug 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 120 80 0.02% 0.02% 1479 0 0.0% Q2 2026 Jul 30, 2026
Oakmont Advisory Group, LLC History No change 123 80 0.07% 0.07% 1480 0 0.0% Q2 2026 Aug 03, 2026
LuminArx Capital Management LP History No change 7,500 78 0.03% 0.03% 1481 0 0.0% Q2 2026 Aug 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 116 76 0.01% 0.01% 1482 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 116 76 0.02% 0.02% 1483 0 0.0% Q2 2026 Aug 07, 2026
Go Invest LLC History Added to 122 74 0.02% 0.02% 1484 +14 12.96% Q3 2026 Oct 08, 2026
TD Capital Management LLC History No change 110 72 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 108 70 0.02% 0.02% 1486 0 0.0% Q2 2026 Jul 31, 2026
Avion Wealth History No change 102 66 0.01% 0.01% 1487 0 0.0% Q2 2026 Jul 31, 2026
Clark Wealth Partners History No change 101 66 0.04% 0.04% 1488 0 0.0% Q2 2026 Jul 28, 2026
Forum Finance Group S.A. History No change 125 66 0.02% 0.02% 1489 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History Added to 108 65 0.0% — 1490 +107 10700.0% Q3 2026 Oct 08, 2026
Manchester Capital Management LLC History No change 100 65 0.01% 0.01% 1491 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 100 65 0.0% 0.0% 1492 0 0.0% Q2 2026 Aug 11, 2026
CNB Bank History No change 100 65 0.03% 0.03% 1493 0 0.0% Q2 2026 Aug 06, 2026
Hilltop National Bank History No change 100 65 0.01% 0.01% 1494 0 0.0% Q2 2026 Jul 01, 2026
Caldwell Trust Co History No change 100 65 0.01% 0.01% 1495 0 0.0% Q2 2026 Aug 03, 2026
NBT BANK, N.A. History No change 98 64 0.0% 0.0% 1496 0 0.0% Q2 2026 Jul 29, 2026
AMERIFLEX GROUP, INC. History No change 99 64 0.03% 0.03% 1497 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 95 62 0.0% 0.0% 1498 0 0.0% Q2 2026 Jul 10, 2026
Physician Wealth Advisors, Inc. History No change 94 61 0.01% 0.01% 1499 0 0.0% Q2 2026 Jul 20, 2026
REYL & Cie S.A. History No change 157 60 0.07% 0.07% 1500 0 0.0% Q2 2026 Oct 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 90 59 0.0% 0.0% 1501 0 0.0% Q2 2026 Jul 16, 2026
Rossby Financial, LCC History No change 90 59 0.01% 0.01% 1502 0 0.0% Q2 2026 Aug 04, 2026
Napier Financial, LLC History No change 87 57 0.01% 0.01% 1503 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 85 55 0.0% 0.0% 1504 0 0.0% Q2 2026 Jul 07, 2026
CX Institutional History Reduced 88 54 0.0% 0.0% 1506 -15 -14.56% Q3 2026 Oct 02, 2026
FAS Wealth Partners, Inc. History No change 83 54 0.0% 0.0% 1505 0 0.0% Q2 2026 Jul 29, 2026
Orion Capital Management LLC History No change 83 54 0.02% 0.02% 1507 0 0.0% Q2 2026 Aug 17, 2026
Central Pacific Bank - Trust Division History No change 90 54 0.01% 0.01% 1508 0 0.0% Q3 2026 Oct 05, 2026
Advocate Investing Services LLC History No change 80 52 0.04% 0.04% 1509 0 0.0% Q2 2026 Jul 28, 2026
PlanVest Financial, Inc History No change 79 51 0.03% 0.03% 1510 0 0.0% Q2 2026 Aug 10, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 77 50 0.02% 0.02% 1511 0 0.0% Q2 2026 Jul 20, 2026
Crewe Advisors LLC History No change 75 49 0.0% 0.0% 1512 0 0.0% Q2 2026 Jul 23, 2026
Jackson, Grant Investment Advisers, Inc. History No change 73 48 0.01% 0.01% 1513 0 0.0% Q2 2026 Jul 31, 2026
Rosenberg Matthew Hamilton History No change 79 48 0.01% 0.01% 1514 0 0.0% Q3 2026 Oct 05, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 78 47 0.0% 0.0% 1515 +47 151.61% Q3 2026 Oct 07, 2026
Continuum Advisory, LLC History No change 72 47 0.0% 0.0% 1516 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 71 46 0.01% 0.01% 1517 0 0.0% Q2 2026 Jul 20, 2026
Strengthening Families & Communities, LLC History No change 70 46 0.01% 0.01% 1518 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 70 45 0.0% 0.0% 1519 0 0.0% Q2 2026 Aug 07, 2026
Roxbury Financial LLC History No change 73 44 0.03% 0.04% 1520 0 0.0% Q3 2026 Oct 01, 2026
JPL Wealth Management, LLC History No change 65 42 0.01% 0.01% 1521 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 64 41 0.02% 0.02% 1522 0 0.0% Q2 2026 Aug 10, 2026
Mosley Wealth Management History No change 62 40 0.01% 0.01% 1523 0 0.0% Q2 2026 Jul 23, 2026
Ares Financial Consulting, LLC History No change 62 40 0.03% 0.03% 1524 0 0.0% Q2 2026 Jul 09, 2026
BARRETT & COMPANY, INC. History No change 60 39 0.01% 0.01% 1525 0 0.0% Q2 2026 Jul 24, 2026
Advisors Preferred, LLC History No change 66 39 0.01% 0.01% 1526 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 60 39 0.03% 0.03% 1527 0 0.0% Q2 2026 Jul 24, 2026
Purpose Unlimited Inc. History No change 59 39 0.0% 0.0% 1528 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 59 38 0.01% 0.01% 1529 0 0.0% Q2 2026 Jul 21, 2026
WealthCollab, LLC History No change 58 38 0.01% 0.01% 1530 0 0.0% Q2 2026 Aug 10, 2026
Center for Financial Planning, Inc. History No change 56 36 0.0% 0.0% 1531 0 0.0% Q2 2026 Jul 21, 2026
DV Trading LLC History No change 1,509 35 0.0% 0.0% 1532 0 0.0% Q2 2026 Aug 14, 2026
Brooklyn FI, LLC History No change 60 35 0.01% 0.01% 1533 0 0.0% Q2 2026 Aug 04, 2026
Asset Dedication, LLC History No change 53 34 0.0% 0.0% 1534 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Management Group, LLC History No change 53 34 0.01% 0.01% 1535 0 0.0% Q2 2026 Jul 27, 2026
BankPlus Trust Department History No change 52 34 0.01% 0.01% 1536 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 51 33 0.0% 0.0% 1537 0 0.0% Q2 2026 Jul 23, 2026
Kings Path Partners LLC History No change 50 32 0.01% 0.01% 1538 0 0.0% Q2 2026 Jul 14, 2026
Hickory Point Bank & Trust History No change 53 32 0.02% 0.02% 1539 0 0.0% Q3 2026 Oct 01, 2026
Timbuktu Capital Management, LLC History No change 50 32 0.05% 0.05% 1540 0 0.0% Q2 2026 Aug 13, 2026
Luminist Capital LLC History No change 49 31 0.03% 0.03% 1541 0 0.0% Q2 2026 Aug 07, 2026
TOTH FINANCIAL ADVISORY CORP History No change 48 29 0.0% 0.0% 1542 0 0.0% Q3 2026 Oct 08, 2026
Westfuller Advisors, LLC History No change 44 28 0.01% 0.01% 1543 0 0.0% Q2 2026 Jul 29, 2026
Bulwark Capital Corp History No change 43 28 0.02% 0.02% 1544 0 0.0% Q2 2026 Jul 06, 2026
Bullock Wealth Management Group History Reduced 45 27 0.01% 0.03% 1547 -58 -56.31% Q3 2026 Oct 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 45 27 0.0% 0.0% 1545 0 0.0% Q3 2026 Oct 05, 2026
First Pacific Financial History No change 42 27 0.0% 0.0% 1546 0 0.0% Q2 2026 Jul 20, 2026
WHITTIER TRUST CO History No change 44 26 0.0% 0.0% 1548 0 0.0% Q2 2026 Jul 27, 2026
Moisand Fitzgerald Tamayo, LLC History No change 40 26 0.0% 0.0% 1549 0 0.0% Q2 2026 Jul 13, 2026
High Note Wealth, LLC History No change 40 26 0.0% 0.0% 1550 0 0.0% Q2 2026 Jul 23, 2026
Optiver Holding B.V. History No change 40 26 0.0% 0.0% 1551 0 0.0% Q2 2026 Aug 12, 2026
UNION SAVINGS BANK History No change 40 26 0.01% 0.01% 1552 0 0.0% Q2 2026 Jul 23, 2026
GODSEY & GIBB, INC History No change 38 24 0.0% 0.0% 1553 0 0.0% Q2 2026 Jul 13, 2026
GHP Investment Advisors, Inc. History No change 37 24 0.0% 0.0% 1554 0 0.0% Q2 2026 Jul 17, 2026
Main Street Group, LTD History No change 37 24 0.01% 0.01% 1555 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, Inc. History No change 36 23 0.0% 0.0% 1556 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 60 23 0.02% 0.02% 1557 0 0.0% Q2 2026 Sep 17, 2026
Aspect Partners, LLC History No change 36 23 0.01% 0.01% 1558 0 0.0% Q2 2026 Jul 16, 2026
YANKCOM Partnership History No change 36 23 0.01% 0.01% 1559 0 0.0% Q2 2026 Jul 21, 2026
Allied Private Wealth LLC History No change 39 23 0.01% 0.01% 1560 0 0.0% Q2 2026 Jul 09, 2026
MTM Investment Management, LLC History No change 34 22 0.01% 0.01% 1561 0 0.0% Q2 2026 Aug 03, 2026
Gen-Wealth Partners Inc History No change 34 22 0.01% 0.01% 1562 0 0.0% Q2 2026 Aug 10, 2026
1 NORTH WEALTH SERVICES LLC History No change 33 21 0.01% 0.01% 1563 0 0.0% Q2 2026 Aug 03, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 33 21 0.0% 0.0% 1564 0 0.0% Q2 2026 Jul 08, 2026
Wealth Enhancement Trust Services, Inc. History No change 36 21 0.0% 0.0% 1565 0 0.0% Q3 2026 Oct 07, 2026
TOMPKINS FINANCIAL CORP History No change 33 20 0.0% 0.0% 1566 0 0.0% Q3 2026 Oct 05, 2026
Investment Research & Advisory Group, Inc. History No change 30 19 0.01% 0.01% 1567 0 0.0% Q2 2026 Jul 23, 2026
New England Capital Financial Advisors LLC History No change 29 19 0.0% 0.0% 1568 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 30 19 0.0% 0.0% 1569 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone National Bank & Trust Co History No change 32 19 0.01% 0.01% 1570 0 0.0% Q2 2026 Jul 21, 2026
Glass Jacobson Investment Advisors llc History No change 28 18 0.01% 0.01% 1571 0 0.0% Q2 2026 Jul 30, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 26 17 0.01% 0.01% 1572 0 0.0% Q2 2026 Sep 18, 2026
Strategic Advocates LLC History No change 27 17 0.07% 0.07% 1573 0 0.0% Q2 2026 Aug 13, 2026
GGM Financial LLC History No change 27 17 0.01% 0.01% 1574 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 25 16 0.0% 0.0% 1575 0 0.0% Q2 2026 Aug 06, 2026
City State Bank History No change 25 16 0.0% 0.0% 1576 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 25 16 0.0% 0.0% 1577 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group, Inc. History No change 25 16 0.01% 0.01% 1578 0 0.0% Q2 2026 Jul 21, 2026
Olistico Wealth, LLC History Added to 26 15 0.01% 0.0% 1580 +8 44.44% Q3 2026 Oct 05, 2026
Parkside Financial Bank & Trust History No change 23 15 0.0% 0.0% 1579 0 0.0% Q2 2026 Sep 04, 2026
LGT Financial Advisors LLC History No change 24 15 0.08% 0.08% 1581 0 0.0% Q2 2026 Jul 24, 2026
FIRST COMMUNITY TRUST NA History No change 23 14 0.0% 0.01% 1582 0 0.0% Q3 2026 Oct 07, 2026
Ankerstar Wealth, LLC History No change 20 13 0.01% 0.01% 1583 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 20 13 0.01% 0.01% 1584 0 0.0% Q2 2026 Aug 13, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 10,000 11 0.0% 0.0% 1585 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 18 11 0.0% 0.0% 1586 0 0.0% Q2 2026 Aug 07, 2026
NorthAvenue LLC History No change 17 11 0.01% 0.01% 1587 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 18 11 0.0% 0.0% 1588 0 0.0% Q2 2026 Aug 10, 2026
ST GERMAIN D J CO INC History No change 16 10 0.0% 0.0% 1589 0 0.0% Q2 2026 Jul 21, 2026
Centerpoint Advisors, LLC History No change 15 10 0.0% 0.0% 1590 0 0.0% Q2 2026 Aug 05, 2026
Fairman Group, LLC History No change 16 10 0.01% 0.01% 1591 0 0.0% Q2 2026 Aug 04, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 14 9 0.0% 0.0% 1592 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 15 9 0.0% 0.0% 1593 0 0.0% Q2 2026 Aug 06, 2026
Gould Capital, LLC History No change 15 9 0.01% 0.01% 1594 0 0.0% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 15 9 0.0% 0.0% 1595 0 0.0% Q2 2026 Aug 13, 2026
RHL GROUP, LLC History No change 14 9 0.01% 0.01% 1596 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 15 9 0.0% 0.0% 1597 0 0.0% Q2 2026 Aug 14, 2026
Smallwood Wealth Investment Management, LLC History No change 13 8 0.0% 0.0% 1598 0 0.0% Q2 2026 Jul 23, 2026
Collier Financial History No change 11 7 0.0% 0.0% 1599 0 0.0% Q2 2026 Jul 30, 2026
Lodestone Wealth Management LLC History No change 12 7 0.0% 0.0% 1600 0 0.0% Q2 2026 Jul 23, 2026
Essential Partners LLC History No change 11 7 0.0% 0.0% 1601 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 10 6 0.0% 0.0% 1602 0 0.0% Q2 2026 Jul 27, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 6 0.0% 0.0% 1603 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 10 6 0.0% 0.0% 1604 0 0.0% Q2 2026 Sep 15, 2026
FINANCIAL CONSULATE, INC History No change 8 5 0.0% 0.0% 1605 0 0.0% Q2 2026 Jul 23, 2026
BALLAST ADVISORS LLC History No change 8 5 0.0% 0.0% 1606 0 0.0% Q2 2026 Aug 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 8 5 0.0% 0.0% 1607 0 0.0% Q2 2026 Jul 14, 2026
VSM Wealth Advisory, LLC History No change 8 5 0.0% 0.0% 1608 0 0.0% Q2 2026 Jul 22, 2026
Meramec Financial Planners, LLC History No change 10 5 0.0% 0.0% 1609 0 0.0% Q2 2026 Jul 28, 2026
Horrell Capital Management, Inc. History Added to 6 3 0.0% 0.0% 1610 +1 20.0% Q3 2026 Oct 08, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 5 3 0.0% 0.0% 1611 0 0.0% Q2 2026 Jul 24, 2026
Mechanics Financial Corp History No change 6 3 0.0% 0.0% 1612 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 6 3 0.0% 0.0% 1613 0 0.0% Q2 2026 Jul 29, 2026
Graney & King, LLC History No change 6 3 0.0% 0.0% 1614 0 0.0% Q2 2026 Aug 07, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 5 3 0.0% 0.0% 1615 0 0.0% Q2 2026 Aug 11, 2026
Elevated Capital Advisors, LLC History No change 4 2 0.0% 0.0% 1616 0 0.0% Q2 2026 Aug 03, 2026
OBSIDIAN CIO, LLC History No change 4 2 0.0% 0.0% 1617 0 0.0% Q2 2026 Aug 03, 2026
Leo H. Evart, Inc. History No change 4 2 0.0% 0.0% 1618 0 0.0% Q2 2026 Aug 17, 2026
Trust Co History New 2 1 0.0% — 1626 +2 New Q3 2026 Oct 09, 2026
Steigerwald, Gordon & Koch Inc. History No change 2 1 0.0% 0.0% 1619 0 0.0% Q2 2026 Jul 22, 2026
FNY Investment Advisers, LLC History No change 2 1 0.0% 0.0% 1620 0 0.0% Q2 2026 Jul 08, 2026
POM Investment Strategies, LLC History No change 3 1 0.0% 0.0% 1621 0 0.0% Q2 2026 Jul 30, 2026
Quent Capital, LLC History No change 2 1 0.0% 0.0% 1622 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 3 1 0.0% 0.0% 1623 0 0.0% Q2 2026 Jul 20, 2026
Gold Investment Management Ltd. History No change 2 1 0.0% 0.0% 1624 0 0.0% Q2 2026 Aug 05, 2026
Bernard Wealth Management Corp. History No change 2 1 0.0% 0.0% 1625 0 0.0% Q2 2026 Aug 21, 2026
VISTA INVESTMENT PARTNERS LLC History Closed out 0 0 — 0.18% — -1,109 -100.0% Q3 2026 Oct 08, 2026
Stonebridge Financial Group, LLC History Closed out 0 0 — 0.03% — -660 -100.0% Q3 2026 Oct 01, 2026
Meadowbrook Wealth Management, LLC History Closed out 0 0 — 0.32% — -473 -100.0% Q3 2026 Oct 08, 2026
Caitlin John, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Sunrise Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026