SPDR SERIES TRUST - SPAB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History No change 25,330,337 646,430 0.15% 0.15% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 14,524,976 370,677 0.01% 0.01% 2 0 0.0% Q2 2026 Sep 22, 2026
Cerity Partners LLC History No change 14,403,756 367,583 0.44% 0.44% 3 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 9,857,952 251,574 0.06% 0.06% 4 0 0.0% Q2 2026 Sep 23, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 9,787,519 249,777 3.28% 3.28% 5 0 0.0% Q2 2026 Jul 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 9,727,132 248,236 1.13% 1.13% 6 0 0.0% Q2 2026 Aug 11, 2026
RiverFront Investment Group, LLC History No change 7,808,136 199,263 2.63% 2.63% 7 0 0.0% Q2 2026 Jul 29, 2026
BANK OF AMERICA CORP /DE/ History No change 7,130,294 181,965 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 5,605,943 142,570 0.25% 0.25% 9 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 9,729,670 131,642 1.44% 1.44% 10 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 4,558,553 116,334 0.14% 0.14% 11 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 4,428,126 113,005 14.35% 14.35% 12 0 0.0% Q2 2026 Aug 25, 2026
Baker Avenue Asset Management, LP History No change 3,528,562 90,048 1.7% 1.7% 13 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History No change 3,206,173 81,821 1.55% 1.55% 14 0 0.0% Q2 2026 Jul 09, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,933,787 74,870 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 2,763,710 70,529 0.85% 0.85% 16 0 0.0% Q2 2026 Aug 18, 2026
MORGAN STANLEY History No change 2,688,668 68,614 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
AlphaStar Capital Management, LLC History No change 2,660,661 67,900 4.32% 4.32% 18 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,636,743 66,656 0.11% 0.11% 19 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 2,585,412 66,264 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 2,534,062 64,669 8.46% 8.46% 21 0 0.0% Q2 2026 Aug 11, 2026
Great Lakes Retirement, Inc. History No change 2,424,802 61,880 5.49% 5.49% 22 0 0.0% Q2 2026 Jul 30, 2026
Stratos Investment Management, LLC History No change 2,369,899 60,479 2.19% 2.19% 23 0 0.0% Q2 2026 Aug 11, 2026
UNIVEST FINANCIAL Corp History No change 2,350,569 59,986 2.94% 2.94% 24 0 0.0% Q2 2026 Aug 07, 2026
Gradient Investments LLC History No change 2,336,644 59,631 0.82% 0.82% 25 0 0.0% Q2 2026 Jul 08, 2026
MAI Capital Management History No change 2,226,732 56,826 0.21% 0.21% 26 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History No change 2,223,605 56,301 0.8% 0.8% 27 0 0.0% Q2 2026 Jul 08, 2026
N.E.W. Advisory Services LLC History No change 2,205,265 56,278 3.76% 3.76% 28 0 0.0% Q2 2026 Aug 06, 2026
Financial Strategies Group, Inc. History No change 2,113,953 53,292 8.49% 8.49% 29 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 2,060,940 52,595 0.31% 0.31% 30 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 2,058,853 52,541 0.29% 0.29% 31 0 0.0% Q2 2026 Aug 11, 2026
Banco Santander, S.A. History No change 1,773,218 45,252 0.28% 0.28% 32 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 1,667,791 42,562 0.13% 0.13% 33 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 1,644,992 41,980 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,634,324 41,708 0.66% 0.66% 35 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 1,626,601 41,510 0.39% 0.39% 36 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 1,533,755 39,141 0.18% 0.18% 37 0 0.0% Q2 2026 Aug 13, 2026
ARRIEN INVESTMENTS, INC. History No change 1,431,245 36,525 18.42% 18.42% 38 0 0.0% Q2 2026 Jul 30, 2026
Wealth Management Nebraska History No change 1,420,593 36,253 3.23% 3.23% 39 0 0.0% Q2 2026 Jul 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,410,335 35,991 3.11% 3.11% 40 0 0.0% Q2 2026 Jul 27, 2026
Stadion Money Management, LLC History No change 1,382,116 35,150 3.03% 3.03% 41 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 1,375,441 35,101 0.39% 0.39% 42 0 0.0% Q2 2026 Aug 04, 2026
Arete Wealth Advisors, LLC History No change 1,347,217 34,380 2.27% 2.27% 43 0 0.0% Q2 2026 Aug 12, 2026
RESTON WEALTH MANAGEMENT LLC History No change 1,346,522 34,363 9.26% 9.26% 44 0 0.0% Q2 2026 Jul 23, 2026
TRUEFG, LLC History No change 1,301,815 33,222 7.76% 7.76% 45 0 0.0% Q2 2026 Jul 16, 2026
Trinity Wealth Management, LLC History No change 1,257,417 32,089 10.18% 10.18% 46 0 0.0% Q2 2026 Jul 07, 2026
RETIREMITTEN FINANCIAL LLC History No change 1,252,023 31,951 13.48% 13.48% 47 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 1,251,760 31,944 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 1,250,683 31,917 0.15% 0.15% 49 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 1,199,257 30,605 0.18% 0.18% 50 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 1,190,864 30,390 1.32% 1.32% 51 0 0.0% Q2 2026 Aug 14, 2026
Leading Edge Financial Planning LLC History No change 1,173,898 29,957 5.33% 5.33% 52 0 0.0% Q2 2026 Aug 06, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,160,764 29,622 2.79% 2.79% 53 0 0.0% Q2 2026 Jul 14, 2026
ROYAL BANK OF CANADA History No change 1,158,290 29,560 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 1,065,592 27,194 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 1,062,315 27,110 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 1,059,916 27,049 1.74% 1.74% 57 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,051,869 26,938 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 1,044,516 26,656 0.22% 0.22% 59 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,042,937 26,615 2.54% 2.54% 60 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,020,207 26,036 0.06% 0.06% 61 0 0.0% Q2 2026 Jul 27, 2026
Convergence Financial, LLC History No change 999,682 25,511 2.03% 2.03% 62 0 0.0% Q2 2026 Aug 05, 2026
WealthPlan Investment Management, LLC History No change 990,074 25,266 1.25% 1.25% 63 0 0.0% Q2 2026 Jul 28, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 960,721 24,517 5.05% 5.05% 64 0 0.0% Q2 2026 Jul 07, 2026
Advisory Alpha, LLC History No change 955,598 24,387 0.6% 0.6% 65 0 0.0% Q2 2026 Aug 11, 2026
Mueller Wealth, LLC History No change 942,299 24,047 16.37% 16.37% 66 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 852,558 21,757 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 07, 2026
Virtue Capital Management, LLC History No change 852,250 21,749 2.9% 2.9% 68 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 836,300 21,342 0.04% 0.04% 69 0 0.0% Q2 2026 Jul 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 828,897 21,153 0.16% 0.16% 70 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 821,148 20,955 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 788,694 20,127 4.16% 4.16% 72 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 746,702 19,055 0.41% 0.41% 73 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 745,412 19,023 2.4% 2.4% 74 0 0.0% Q2 2026 Jul 23, 2026
Weitzel Financial Services, Inc. History No change 743,151 18,872 6.42% 6.42% 75 0 0.0% Q2 2026 Jul 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 728,177 18,583 0.34% 0.34% 76 0 0.0% Q2 2026 Aug 12, 2026
Stewardship Advisors, LLC History No change 725,561 18,516 3.85% 3.85% 77 0 0.0% Q2 2026 Jul 20, 2026
Kagan Cocozza Asset Management History No change 702,691 17,932 11.24% 11.24% 78 0 0.0% Q2 2026 Aug 06, 2026
Tennessee Valley Asset Management Partners History No change 693,653 17,702 1.95% 1.95% 79 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Management, Inc. History No change 673,977 17,199 5.27% 5.27% 80 0 0.0% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History No change 661,720 16,887 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 652,734 16,657 0.77% 0.77% 82 0 0.0% Q2 2026 Aug 04, 2026
NICOLET BANKSHARES INC History No change 637,416 16,264 0.52% 0.52% 83 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 623,869 15,921 0.95% 0.95% 84 0 0.0% Q2 2026 Aug 04, 2026
SigFig Wealth Management, LLC History No change 620,079 15,892 0.42% 0.42% 85 0 0.0% Q2 2026 Jul 07, 2026
PARK AVENUE SECURITIES LLC History No change 616,806 15,741 0.1% 0.1% 86 0 0.0% Q2 2026 Jul 20, 2026
STIFEL FINANCIAL CORP History No change 572,792 14,617 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 568,363 14,527 0.04% 0.04% 88 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 560,061 14,292 0.07% 0.07% 89 0 0.0% Q2 2026 Aug 18, 2026
Cornerstone Wealth Management, LLC History No change 557,829 14,235 0.61% 0.61% 90 0 0.0% Q2 2026 Jul 22, 2026
Cyr Financial Inc. History No change 551,730 14,080 7.33% 7.33% 91 0 0.0% Q2 2026 Jul 20, 2026
Simplicity Wealth,LLC History No change 546,014 13,934 0.47% 0.47% 92 0 0.0% Q2 2026 Aug 06, 2026
Advisory Resource Group History No change 540,885 13,803 2.08% 2.08% 93 0 0.0% Q2 2026 Jul 14, 2026
Bensler, LLC History No change 540,786 13,800 1.22% 1.22% 94 0 0.0% Q2 2026 Jul 23, 2026
Global Retirement Partners, LLC History No change 539,412 13,765 0.21% 0.21% 95 0 0.0% Q2 2026 Aug 06, 2026
Financial Planning Fort Collins, LLC History No change 517,005 13,085 9.91% 9.91% 96 0 0.0% Q2 2026 Jul 10, 2026
Capital Analysts, LLC History No change 485,740 12,396 0.29% 0.29% 97 0 0.0% Q2 2026 Aug 05, 2026
Private Advisory Group LLC History No change 447,565 11,421 0.62% 0.62% 98 0 0.0% Q2 2026 Aug 06, 2026
Rochester Wealth Strategies, LLC History No change 436,917 11,150 6.17% 6.17% 99 0 0.0% Q2 2026 Jul 22, 2026
Golden State Wealth Management, LLC History No change 436,311 11,134 1.02% 1.02% 100 0 0.0% Q2 2026 Jul 22, 2026
UBS Group AG History No change 418,272 10,674 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History No change 413,999 10,565 0.65% 0.65% 102 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History No change 398,509 10,169 0.07% 0.07% 103 0 0.0% Q2 2026 Sep 08, 2026
ERn Financial, LLC History No change 397,513 10,144 1.68% 1.68% 104 0 0.0% Q2 2026 Jul 23, 2026
Towercrest Capital Management History No change 390,850 9,974 1.39% 1.39% 105 0 0.0% Q2 2026 Aug 03, 2026
Rockbridge Investment Management, LCC History No change 380,279 9,704 0.79% 0.79% 106 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 379,344 9,680 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Astoria Strategic Wealth, Inc. History No change 374,431 9,555 2.18% 2.18% 108 0 0.0% Q2 2026 Jul 16, 2026
LANARK FINANCIAL, INC. History No change 367,555 9,380 0.64% 0.64% 109 0 0.0% Q2 2026 Jul 21, 2026
Neuberger Berman Group LLC History No change 365,012 9,315 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 359,861 9,183 0.14% 0.14% 111 0 0.0% Q2 2026 Jul 15, 2026
Trilogy Capital Inc. History No change 357,850 9,132 0.35% 0.35% 112 0 0.0% Q2 2026 Jul 02, 2026
Total Clarity Wealth Management, Inc. History No change 348,137 8,884 1.73% 1.73% 113 0 0.0% Q2 2026 Jul 23, 2026
Alliance Wealth Management Group History No change 338,462 8,637 1.68% 1.68% 114 0 0.0% Q2 2026 Aug 04, 2026
Zhang Financial LLC History No change 335,040 8,550 0.25% 0.25% 115 0 0.0% Q2 2026 Jul 30, 2026
HighTower Advisors, LLC History No change 330,153 8,425 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 326,269 8,326 0.15% 0.15% 117 0 0.0% Q2 2026 Jul 14, 2026
Perigon Wealth Management, LLC History No change 320,908 8,189 0.13% 0.13% 118 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 319,785 8,160 0.1% 0.1% 119 0 0.0% Q2 2026 Aug 14, 2026
Tenzing Financial LLC History No change 319,185 8,116 5.57% 5.57% 120 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 317,519 8,103 0.17% 0.17% 121 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 315,768 8,058 0.12% 0.12% 122 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 315,726 8,057 0.06% 0.06% 123 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 315,144 8,042 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
Columbia River Financial Group, LLC History No change 313,874 8,010 4.3% 4.3% 125 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 312,379 7,971 1.3% 1.3% 126 0 0.0% Q2 2026 Jul 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 312,210 7,964 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 14, 2026
Values Added Financial LLC History No change 311,768 7,956 2.87% 2.87% 128 0 0.0% Q2 2026 Jul 27, 2026
Gerber Kawasaki Wealth & Investment Management History No change 310,239 7,917 0.21% 0.21% 129 0 0.0% Q2 2026 Aug 07, 2026
KWB Wealth History No change 309,572 7,900 0.68% 0.68% 130 0 0.0% Q2 2026 Jul 10, 2026
World Investment Advisors History No change 308,172 7,894 0.13% 0.13% 131 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 308,639 7,876 0.51% 0.51% 132 0 0.0% Q2 2026 Aug 05, 2026
IAG Wealth Partners, LLC History No change 306,270 7,816 0.77% 0.77% 133 0 0.0% Q2 2026 Aug 06, 2026
OneAscent Financial Services LLC History No change 305,674 7,800 0.37% 0.37% 134 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 304,888 7,780 0.38% 0.38% 135 0 0.0% Q2 2026 Jul 31, 2026
Bank of New York Mellon Corp History No change 302,598 7,722 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 295,549 7,542 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 27, 2026
Crestwood Advisors Group, LLC History No change 294,425 7,513 0.11% 0.11% 138 0 0.0% Q2 2026 Aug 03, 2026
AMERIPRISE FINANCIAL INC History No change 292,809 7,472 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Vertex Planning Partners, LLC History No change 286,978 7,323 1.09% 1.09% 140 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 285,744 7,292 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 274,050 6,993 0.06% 0.06% 142 0 0.0% Q2 2026 Jul 27, 2026
Integrated Advisors Network LLC History No change 271,620 6,931 0.32% 0.32% 143 0 0.0% Q2 2026 Aug 11, 2026
PAX Financial Group, LLC History No change 264,698 6,755 1.0% 1.0% 144 0 0.0% Q2 2026 Aug 05, 2026
Amtrust Financial Services, Inc. History No change 250,600 6,395 1.9% 1.9% 145 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 248,385 6,338 0.12% 0.12% 146 0 0.0% Q2 2026 Jul 15, 2026
Melone Private Wealth, LLC History No change 243,858 6,223 2.37% 2.37% 147 0 0.0% Q2 2026 Jul 09, 2026
IFP Advisors, Inc History No change 243,819 6,222 0.11% 0.11% 148 0 0.0% Q2 2026 Jul 20, 2026
Lunt Capital Management, Inc. History No change 234,007 5,971 2.19% 2.19% 149 0 0.0% Q2 2026 Jul 30, 2026
TRUIST FINANCIAL CORP History No change 232,618 5,936 0.01% 0.01% 150 0 0.0% Q2 2026 Jul 28, 2026
Eldridge Investment Advisors, Inc. History No change 233,283 5,932 1.17% 1.17% 151 0 0.0% Q2 2026 Aug 10, 2026
Destiny Capital Corp/CO History No change 224,808 5,737 2.67% 2.67% 152 0 0.0% Q2 2026 Aug 10, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 222,217 5,670 1.6% 1.6% 153 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 221,030 5,640 0.45% 0.45% 154 0 0.0% Q2 2026 Jul 16, 2026
HBW ADVISORY SERVICES LLC History No change 219,883 5,611 0.51% 0.51% 155 0 0.0% Q2 2026 Jul 16, 2026
Odyssey Group, LLC History No change 214,952 5,485 1.48% 1.48% 156 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 213,540 5,449 2.85% 2.85% 157 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 211,560 5,398 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 03, 2026
Rinkey Investments History No change 210,919 5,382 1.27% 1.27% 159 0 0.0% Q2 2026 Jul 20, 2026
Barden Capital Management, Inc. History No change 206,472 5,269 4.86% 4.86% 160 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 206,190 5,261 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 29, 2026
Parallel Advisors, LLC History No change 205,369 5,241 0.08% 0.08% 162 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 204,341 5,214 0.02% 0.02% 163 0 0.0% Q2 2026 Jul 28, 2026
Belpointe Asset Management LLC History No change 204,300 5,213 0.17% 0.17% 164 0 0.0% Q2 2026 Jul 31, 2026
Wealth Watch Advisors, INC History No change 202,919 5,178 1.68% 1.68% 165 0 0.0% Q2 2026 Aug 14, 2026
CWC Advisors, LLC. History No change 194,070 4,952 2.2% 2.2% 166 0 0.0% Q2 2026 Jul 21, 2026
GOLDMAN SACHS GROUP INC History No change 193,630 4,941 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Lifeworks Advisors, LLC History No change 189,626 4,839 0.51% 0.51% 168 0 0.0% Q2 2026 Aug 14, 2026
RAINIER FAMILY WEALTH INC History No change 187,221 4,777 2.72% 2.72% 169 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 185,685 4,738 0.23% 0.23% 170 0 0.0% Q2 2026 Jul 28, 2026
Avior Wealth Management, LLC History No change 180,128 4,596 0.12% 0.12% 171 0 0.0% Q2 2026 Jul 07, 2026
Copley Financial Group, Inc. History No change 176,811 4,512 2.73% 2.73% 172 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 169,866 4,334 0.07% 0.07% 173 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 169,277 4,319 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Bull Oak Capital, LLC History No change 167,695 4,279 1.43% 1.43% 175 0 0.0% Q2 2026 Aug 10, 2026
CVFG LLC History No change 158,186 4,036 0.42% 0.42% 176 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 156,938 4,005 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
Auour Investments LLC History No change 155,439 3,966 1.14% 1.14% 178 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 153,010 3,904 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 11, 2026
Global Endowment Management, LP History No change 148,926 3,800 0.39% 0.39% 180 0 0.0% Q2 2026 Aug 14, 2026
PCB Capital LLC History No change 147,090 3,753 4.57% 4.57% 181 0 0.0% Q2 2026 Jul 20, 2026
JT Stratford LLC History No change 146,946 3,750 0.41% 0.41% 182 0 0.0% Q2 2026 Aug 14, 2026
McNamara Financial Services, Inc. History No change 145,679 3,717 0.64% 0.64% 183 0 0.0% Q2 2026 Jul 22, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 144,942 3,698 0.61% 0.61% 184 0 0.0% Q2 2026 Jul 21, 2026
NYL Investors LLC History No change 142,232 3,629 1.39% 1.39% 185 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 141,842 3,619 0.04% 0.04% 186 0 0.0% Q2 2026 Jul 28, 2026
CAHILL FINANCIAL ADVISORS INC History No change 135,518 3,458 0.33% 0.33% 187 0 0.0% Q2 2026 Aug 11, 2026
WealthTrak Capital Management LLC History No change 134,817 3,440 2.26% 2.26% 188 0 0.0% Q2 2026 Aug 04, 2026
JBR Co Financial Management Inc History No change 133,412 3,404 1.24% 1.24% 189 0 0.0% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History No change 131,894 3,365 0.11% 0.11% 190 0 0.0% Q2 2026 Jul 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 129,940 3,316 0.16% 0.16% 191 0 0.0% Q2 2026 Jul 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 125,699 3,207 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 124,724 3,182 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 123,328 3,147 0.11% 0.11% 194 0 0.0% Q2 2026 Aug 05, 2026
Breakwater Investment Management History No change 123,141 3,142 1.07% 1.07% 195 0 0.0% Q2 2026 Aug 06, 2026
Steele Capital Management, Inc. History No change 119,655 3,053 0.11% 0.11% 196 0 0.0% Q2 2026 Jul 28, 2026
CGN Advisors LLC History No change 119,499 3,049 0.22% 0.22% 197 0 0.0% Q2 2026 Jul 06, 2026
Aspetuck Financial Management LLC History No change 118,943 3,035 1.79% 1.79% 198 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Network Inc. History No change 114,092 2,911 0.74% 0.74% 199 0 0.0% Q2 2026 Jul 20, 2026
Partners in Financial Planning History No change 106,260 2,711 0.41% 0.41% 200 0 0.0% Q2 2026 Aug 10, 2026
Destination Wealth Management History No change 105,043 2,680 0.06% 0.06% 201 0 0.0% Q2 2026 Aug 14, 2026
LEGACY SOLUTIONS, LLC History No change 102,646 2,619 2.12% 2.12% 202 0 0.0% Q2 2026 Jul 06, 2026
Retirement Planning Group, LLC History No change 102,398 2,613 0.07% 0.07% 203 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Partners, LTD. History No change 99,976 2,551 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 11, 2026
Orin Green Financial, LLC History No change 99,567 2,540 0.94% 0.94% 205 0 0.0% Q2 2026 Jul 13, 2026
Scissortail Wealth Management, LLC History No change 97,486 2,487 0.48% 0.48% 206 0 0.0% Q2 2026 Aug 05, 2026
Ashton Thomas Private Wealth, LLC History No change 95,885 2,446 0.05% 0.05% 207 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Group, LLC History No change 95,287 2,431 0.94% 0.94% 208 0 0.0% Q2 2026 Jul 08, 2026
Tempus Wealth Planning, LLC History No change 95,267 2,431 0.48% 0.48% 209 0 0.0% Q2 2026 Jul 22, 2026
SENTINEL PENSION ADVISORS, LLC History No change 95,660 2,421 0.32% 0.32% 210 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 90,401 2,316 0.08% 0.08% 211 0 0.0% Q2 2026 Aug 12, 2026
OLD MISSION CAPITAL LLC History No change 89,686 2,288 0.04% 0.04% 212 0 0.0% Q2 2026 Aug 14, 2026
Aquire Wealth Advisors, LLC History No change 89,629 2,287 0.52% 0.52% 213 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History No change 89,394 2,281 0.03% 0.03% 214 0 0.0% Q2 2026 Aug 10, 2026
Winch Advisory Services, LLC History No change 87,921 2,243 0.47% 0.47% 215 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 86,918 2,218 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 11, 2026
G&S Capital LLC History No change 85,783 2,189 0.63% 0.63% 217 0 0.0% Q2 2026 Jul 10, 2026
Strategic Wealth Partners, Ltd. History No change 84,465 2,155 0.13% 0.13% 218 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 83,995 2,151 1.53% 1.53% 219 0 0.0% Q2 2026 Sep 17, 2026
First Financial Bank - Trust Division History Added to 87,576 2,133 0.15% 0.13% 220 +18,857 27.44% Q3 2026 Oct 01, 2026
Mill Capital Management, LLC History No change 83,113 2,121 0.14% 0.14% 221 0 0.0% Q2 2026 Aug 03, 2026
Signal Advisors Wealth, LLC History No change 79,770 2,035 0.1% 0.1% 222 0 0.0% Q2 2026 Aug 04, 2026
Fermata Advisors, LLC History No change 77,873 1,987 0.4% 0.4% 223 0 0.0% Q2 2026 Jul 07, 2026
Compass Financial Group, Inc. History No change 77,707 1,983 0.84% 0.84% 224 0 0.0% Q2 2026 Aug 04, 2026
TMB Capital Partners, LLC History No change 77,684 1,982 0.62% 0.62% 225 0 0.0% Q2 2026 Jul 24, 2026
International Private Wealth Advisors LLC History No change 77,205 1,970 1.01% 1.01% 226 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 77,118 1,968 0.08% 0.08% 227 0 0.0% Q2 2026 Jul 22, 2026
Gambit Capital Management, LLC History No change 76,746 1,958 1.14% 1.14% 228 0 0.0% Q2 2026 Aug 11, 2026
SAX WEALTH ADVISORS, LLC History No change 74,684 1,913 0.08% 0.08% 229 0 0.0% Q2 2026 Jul 09, 2026
NATIXIS ADVISORS, LLC History No change 73,292 1,870 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
Security Financial Services, INC. History No change 71,345 1,820 0.25% 0.25% 231 0 0.0% Q2 2026 Jul 15, 2026
USAdvisors Wealth Management, LLC History No change 70,127 1,789 0.51% 0.51% 232 0 0.0% Q2 2026 Jul 29, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 69,823 1,788 1.02% 1.02% 233 0 0.0% Q2 2026 Aug 19, 2026
E&G Advisors, LLC History No change 69,824 1,781 0.34% 0.34% 234 0 0.0% Q2 2026 Jul 23, 2026
Busey Bank History No change 69,188 1,765 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisory Solutions, LLC History No change 68,751 1,754 0.36% 0.36% 236 0 0.0% Q2 2026 Jul 24, 2026
HF Advisory Group, LLC History No change 66,776 1,704 0.53% 0.53% 237 0 0.0% Q2 2026 Jul 08, 2026
Envestnet Portfolio Solutions, Inc. History No change 65,346 1,667 0.01% 0.01% 238 0 0.0% Q2 2026 Sep 23, 2026
United Advisor Group, LLC History No change 64,918 1,656 0.17% 0.17% 239 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 64,710 1,651 0.03% 0.03% 240 0 0.0% Q2 2026 Jul 31, 2026
Global Strategic Investment Solutions, LLC History No change 64,252 1,639 0.15% 0.15% 241 0 0.0% Q2 2026 Aug 07, 2026
TKG Advisors, LLC History No change 63,809 1,628 0.57% 0.57% 242 0 0.0% Q2 2026 Jul 27, 2026
Sanchez Levi Garrett History No change 63,301 1,615 0.88% 0.88% 243 0 0.0% Q2 2026 Aug 14, 2026
Wrenne Financial Planning LLC History No change 63,191 1,612 0.54% 0.54% 244 0 0.0% Q2 2026 Jul 27, 2026
Prospect Financial Group LLC History No change 63,072 1,609 1.3% 1.3% 245 0 0.0% Q2 2026 Aug 06, 2026
TrueWealth Advisors, LLC History No change 62,658 1,599 0.36% 0.36% 246 0 0.0% Q2 2026 Jul 08, 2026
Carnegie Investment Counsel History No change 62,395 1,592 0.03% 0.03% 247 0 0.0% Q2 2026 Jul 30, 2026
SHELTON CAPITAL MANAGEMENT History No change 62,320 1,590 0.03% 0.03% 248 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 61,744 1,575 0.08% 0.08% 249 0 0.0% Q2 2026 Jul 27, 2026
Falcon Wealth Planning History No change 60,983 1,556 0.1% 0.1% 250 0 0.0% Q2 2026 Jul 13, 2026
Laraway Financial Advisors Inc History No change 60,392 1,541 0.94% 0.94% 251 0 0.0% Q2 2026 Aug 03, 2026
Ballast Rock Private Wealth LLC History No change 60,224 1,536 0.71% 0.71% 252 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 58,527 1,493 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 58,138 1,483 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 56,322 1,437 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Retirement, LLC History No change 56,094 1,431 0.08% 0.08% 256 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 54,280 1,385 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 28, 2026
Kelman-Lazarov, Inc. History No change 52,423 1,337 0.18% 0.18% 258 0 0.0% Q2 2026 Aug 10, 2026
Crabel Capital Management, LLC History No change 51,978 1,326 0.97% 0.97% 259 0 0.0% Q2 2026 Aug 13, 2026
Financial & Tax Architects, LLC History No change 51,701 1,319 0.28% 0.28% 260 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 51,669 1,318 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 05, 2026
Advisor Resource Council History No change 51,853 1,318 0.37% 0.37% 262 0 0.0% Q2 2026 Jul 28, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 51,328 1,309 0.96% 0.96% 263 0 0.0% Q2 2026 Jul 28, 2026
Astoria Portfolio Advisors LLC. History No change 51,148 1,305 0.22% 0.22% 264 0 0.0% Q2 2026 Jul 28, 2026
Flagship Private Wealth, LLC History No change 51,078 1,303 0.46% 0.46% 265 0 0.0% Q2 2026 Aug 04, 2026
Balance Wealth Partners LLC History No change 50,620 1,291 0.34% 0.34% 266 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Money Management Services LLC History No change 50,146 1,279 0.81% 0.81% 267 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 49,378 1,260 0.03% 0.03% 268 0 0.0% Q2 2026 Aug 14, 2026
Arsenal Capital Advisors LLC History No change 48,799 1,245 0.73% 0.73% 269 0 0.0% Q2 2026 Aug 11, 2026
Destiny Wealth Partners, LLC History No change 47,465 1,191 0.17% 0.17% 270 0 0.0% Q2 2026 Aug 07, 2026
Altus Wealth Group LLC History No change 46,564 1,188 0.43% 0.43% 271 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 44,960 1,147 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 12, 2026
Walkner Condon Financial Advisors LLC History No change 44,390 1,132 0.13% 0.13% 273 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Family Advisors, LLC History No change 43,508 1,110 0.47% 0.47% 274 0 0.0% Q2 2026 Aug 14, 2026
TOP Private Wealth LLC. History No change 41,907 1,069 1.03% 1.03% 275 0 0.0% Q2 2026 Aug 13, 2026
Rooted Wealth Advisors, Inc. History No change 41,867 1,068 0.26% 0.26% 276 0 0.0% Q2 2026 Jul 28, 2026
LexAurum Advisors, LLC History No change 41,606 1,061 0.12% 0.12% 277 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Advisors, LLC History No change 40,441 1,032 0.12% 0.12% 278 0 0.0% Q2 2026 Jul 31, 2026
Raleigh Capital Management Inc. History No change 39,810 1,015 0.32% 0.32% 279 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History No change 39,677 1,012 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 17, 2026
Tandem Financial, LLC History No change 38,846 991 0.3% 0.3% 281 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 38,325 978 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 04, 2026
Redwood Investment Management, LLC History No change 36,152 923 0.09% 0.09% 283 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 35,918 916 0.07% 0.07% 284 0 0.0% Q2 2026 Jul 28, 2026
Narus Financial Partners, LLC History No change 35,765 912 0.23% 0.23% 285 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 35,367 902 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 34,728 886 0.04% 0.04% 287 0 0.0% Q2 2026 Jul 23, 2026
Shared Vision Wealth Group LLC History No change 34,260 874 0.3% 0.3% 288 0 0.0% Q2 2026 Jul 31, 2026
Hopwood Nicholas Hunter History No change 34,259 874 0.24% 0.24% 289 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 34,059 869 0.16% 0.16% 290 0 0.0% Q2 2026 Aug 05, 2026
MSH Capital Advisors LLC History No change 34,078 869 0.15% 0.15% 291 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 33,541 855 0.08% 0.08% 292 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 33,751 849 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 33,751 849 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 29, 2026
Shelter Mutual Insurance Co History No change 32,900 839 0.18% 0.18% 295 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 32,245 822 0.34% 0.34% 296 0 0.0% Q2 2026 Aug 14, 2026
Brown Financial Advisors History No change 31,669 807 0.28% 0.28% 297 0 0.0% Q2 2026 Aug 26, 2026
Opulen Financial Group LLC History No change 31,545 805 0.51% 0.51% 298 0 0.0% Q2 2026 Jul 27, 2026
PKS Advisory Services, LLC History No change 31,515 804 0.13% 0.13% 299 0 0.0% Q2 2026 Aug 04, 2026
Betterment LLC History No change 31,205 796 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 31,061 792 0.01% 0.01% 301 0 0.0% Q2 2026 Jul 28, 2026
Tandem Investment Partners LLC History No change 30,691 783 0.6% 0.6% 302 0 0.0% Q2 2026 Jul 27, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 30,638 781 0.13% 0.13% 303 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 30,285 772 0.07% 0.07% 304 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 30,086 767 0.02% 0.02% 305 0 0.0% Q2 2026 Aug 06, 2026
Tilson Financial Group, Inc. History No change 29,824 761 0.21% 0.21% 306 0 0.0% Q2 2026 Jul 27, 2026
Texas Yale Capital Corp. History No change 29,435 751 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 29,343 748 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 03, 2026
Riverbend Wealth Management, LLC History No change 29,088 742 0.37% 0.37% 309 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 28,580 729 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 28,502 727 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 20, 2026
FWG Investments, LLC. History No change 28,362 723 0.38% 0.38% 312 0 0.0% Q2 2026 Jul 28, 2026
VISIONARY HORIZONS, LLC History No change 28,107 717 0.3% 0.3% 313 0 0.0% Q2 2026 Jul 16, 2026
WCG Wealth Advisors LLC History No change 28,061 716 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 14, 2026
Sharper & Granite LLC History No change 27,950 713 0.22% 0.22% 315 0 0.0% Q2 2026 Jul 16, 2026
Lynx Investment Advisory History No change 27,884 711 0.23% 0.23% 316 0 0.0% Q2 2026 Jul 27, 2026
Carroll Advisory Group, LLC History No change 27,447 700 0.23% 0.23% 317 0 0.0% Q2 2026 Jul 23, 2026
Onyx Bridge Wealth Group LLC History No change 27,205 694 0.06% 0.06% 318 0 0.0% Q2 2026 Jul 23, 2026
Farrell Financial LLC History No change 25,499 650 0.35% 0.35% 319 0 0.0% Q2 2026 Jul 10, 2026
Forza Wealth Management, LLC History No change 25,150 641 0.2% 0.2% 320 0 0.0% Q2 2026 Jul 17, 2026
WEALTHGARDEN F.S. LLC History No change 24,755 631 0.36% 0.36% 321 0 0.0% Q2 2026 Jul 31, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 24,467 626 0.11% 0.11% 322 0 0.0% Q2 2026 Aug 03, 2026
Snider Financial Group History No change 24,166 616 0.16% 0.16% 323 0 0.0% Q2 2026 Jul 14, 2026
TUCKER ASSET MANAGEMENT LLC History No change 24,068 614 0.15% 0.15% 324 0 0.0% Q2 2026 Aug 27, 2026
Payne Capital LLC History No change 23,184 591 0.49% 0.49% 325 0 0.0% Q2 2026 Aug 11, 2026
Shum Financial Group, Inc. History No change 22,870 583 0.35% 0.35% 326 0 0.0% Q2 2026 Jul 22, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 22,408 572 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 29, 2026
Magnolia Private Wealth, LLC History No change 22,200 566 0.31% 0.31% 328 0 0.0% Q2 2026 Aug 05, 2026
Worth Financial Advisory Group, LLC History No change 22,014 561 0.23% 0.23% 329 0 0.0% Q2 2026 Jul 30, 2026
Barnes Wealth Management Group, Inc History No change 21,863 557 0.26% 0.26% 330 0 0.0% Q2 2026 Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 21,858 557 0.39% 0.39% 331 0 0.0% Q2 2026 Aug 11, 2026
Inspire Advisors, LLC History No change 21,744 554 0.04% 0.04% 332 0 0.0% Q2 2026 Aug 13, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 21,598 551 0.33% 0.33% 333 0 0.0% Q2 2026 Jul 28, 2026
Navigation Group, LLC History No change 21,440 547 0.11% 0.11% 334 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 21,277 542 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 21,172 540 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 31, 2026
Millington Financial Advisors, LLC History No change 20,954 530 0.21% 0.21% 337 0 0.0% Q2 2026 Aug 07, 2026
GEM Asset Management, LLC History No change 20,783 530 0.21% 0.21% 338 0 0.0% Q2 2026 Jul 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 20,754 529 0.03% 0.03% 339 0 0.0% Q2 2026 Jul 23, 2026
McAdam, LLC History No change 20,615 526 0.02% 0.02% 340 0 0.0% Q2 2026 Aug 04, 2026
Valtinson Bruner Financial Planning LLC History No change 20,417 521 0.13% 0.13% 341 0 0.0% Q2 2026 Aug 03, 2026
TWO SIGMA SECURITIES, LLC History No change 20,083 512 0.04% 0.04% 342 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 20,242 507 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 10, 2026
Mattson Financial Services, LLC History No change 19,994 505 0.11% 0.11% 344 0 0.0% Q2 2026 Aug 04, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 19,761 504 0.07% 0.07% 345 0 0.0% Q2 2026 Aug 14, 2026
Paladin Wealth, LLC History No change 19,733 503 0.29% 0.29% 346 0 0.0% Q2 2026 Jul 09, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 19,056 486 0.06% 0.06% 347 0 0.0% Q2 2026 Jul 31, 2026
StoneX Group Inc. History No change 18,496 472 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History No change 18,446 470 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 06, 2026
Western Wealth Management, LLC History No change 18,011 459 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 17,954 458 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 17,840 455 0.11% 0.11% 352 0 0.0% Q2 2026 Jul 22, 2026
CFS Investment Advisory Services, LLC History No change 17,618 447 0.03% 0.03% 353 0 0.0% Q2 2026 Jul 16, 2026
Meridian Wealth Management, LLC History No change 17,507 446 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 05, 2026
Hibernia Wealth Partners, LLC History No change 17,500 446 0.24% 0.24% 355 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Wealth History No change 17,118 436 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 17,072 435 0.11% 0.11% 357 0 0.0% Q2 2026 Jul 20, 2026
Investments & Financial Planning, LLC History No change 16,988 433 0.21% 0.21% 358 0 0.0% Q2 2026 Aug 12, 2026
SMART Wealth LLC History No change 16,924 431 0.09% 0.09% 359 0 0.0% Q2 2026 Aug 05, 2026
OpenArc Corporate Advisory, LLC History No change 16,899 431 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 16,767 427 0.04% 0.04% 361 0 0.0% Q2 2026 Jul 28, 2026
WORLD EQUITY GROUP, INC. History No change 16,584 423 0.09% 0.09% 362 0 0.0% Q2 2026 Jul 09, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 16,231 414 0.05% 0.05% 363 0 0.0% Q2 2026 Jul 07, 2026
Advisor OS, LLC History No change 15,913 406 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 05, 2026
Plan A Wealth LLC History No change 15,917 406 0.17% 0.17% 365 0 0.0% Q2 2026 Jul 14, 2026
EverSource Wealth Advisors, LLC History No change 15,804 403 0.01% 0.01% 366 0 0.0% Q2 2026 Jul 24, 2026
Brown Financial Advisory History No change 15,755 402 0.17% 0.17% 367 0 0.0% Q2 2026 Jul 28, 2026
Sharkey, Howes & Javer History No change 15,707 400 0.05% 0.05% 368 0 0.0% Q2 2026 Jul 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 15,629 398 0.23% 0.23% 369 0 0.0% Q2 2026 Aug 10, 2026
AMJ Financial Wealth Management History No change 15,389 394 0.09% 0.09% 370 0 0.0% Q2 2026 Aug 10, 2026
Financial Engines Advisors L.L.C. History No change 15,431 393 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 15,384 392 0.33% 0.33% 372 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 15,200 385 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 27, 2026
Bluespring Wealth Management, LLC History No change 14,755 376 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 14,615 372 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 31, 2026
Summit Financial, LLC History No change 14,566 371 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 14,333 365 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 13,984 356 0.08% 0.08% 378 0 0.0% Q2 2026 Sep 02, 2026
Concord Asset Management, LLC/VA History No change 13,871 353 0.05% 0.05% 379 0 0.0% Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 13,828 352 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 19, 2026
Kure Advisory, LLC History No change 13,648 348 0.16% 0.16% 381 0 0.0% Q2 2026 Jul 27, 2026
Independent Advisor Alliance History No change 13,385 341 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 13,329 340 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 13, 2026
Accretive Wealth Partners, LLC History No change 13,129 335 0.08% 0.08% 384 0 0.0% Q2 2026 Jul 29, 2026
Midwest Financial Network, LLC History No change 13,088 334 0.23% 0.23% 385 0 0.0% Q2 2026 Jul 07, 2026
Asset One Wealth Management LLC History No change 13,190 333 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 13, 2026
Orographic Financial Advisors, LLC History No change 13,272 333 0.22% 0.22% 387 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 12,944 330 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 10, 2026
Tribridge Partners Financial LLC History No change 13,146 330 0.13% 0.13% 389 0 0.0% Q2 2026 Aug 04, 2026
Quest 10 Wealth Builders, Inc. History No change 12,928 329 0.26% 0.26% 390 0 0.0% Q2 2026 Jul 24, 2026
PFG Private Wealth Management, LLC History No change 12,875 328 0.14% 0.14% 391 0 0.0% Q2 2026 Jul 23, 2026
Fortune Financial Advisors, LLC History No change 12,652 322 0.14% 0.14% 392 0 0.0% Q2 2026 Jul 22, 2026
Optivise Advisory Services LLC History No change 12,632 322 0.16% 0.16% 393 0 0.0% Q2 2026 Jul 13, 2026
WealthPoint Financial, LLC History No change 12,488 318 0.23% 0.23% 394 0 0.0% Q2 2026 Aug 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,376 315 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 12,214 311 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 24, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 11,950 304 0.1% 0.1% 397 0 0.0% Q2 2026 Aug 05, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 11,784 300 0.46% 0.46% 398 0 0.0% Q2 2026 Jul 16, 2026
Investment Planning Advisors, Inc. History No change 11,549 294 0.07% 0.07% 399 0 0.0% Q2 2026 Jul 23, 2026
Balentine LLC History No change 11,494 293 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 06, 2026
Empirical Asset Management, LLC History No change 11,338 289 0.07% 0.07% 401 0 0.0% Q2 2026 Aug 10, 2026
Professional Financial Advisors, LLC History No change 11,280 287 0.05% 0.05% 402 0 0.0% Q2 2026 Jul 09, 2026
Collaborative Wealth Managment Inc. History No change 11,172 285 0.12% 0.12% 403 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Planning, Inc. History No change 11,084 282 0.15% 0.15% 404 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 11,022 281 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 06, 2026
ROMAN BUTLER FULLERTON & CO History No change 11,150 280 0.07% 0.07% 406 0 0.0% Q2 2026 Aug 06, 2026
NOVUS ADVISORS, LLC History No change 10,967 279 0.58% 0.58% 407 0 0.0% Q2 2026 Jul 27, 2026
Insight Advisors, LLC/ PA History No change 10,841 276 0.05% 0.05% 408 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,773 274 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 10,714 273 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 14, 2026
Palatine Hill Wealth Management, LLC History No change 10,605 270 0.22% 0.22% 411 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 10,579 269 0.08% 0.08% 412 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 10,458 266 0.04% 0.04% 413 0 0.0% Q2 2026 Aug 04, 2026
Acorn Wealth Advisors, LLC History No change 10,211 260 0.06% 0.06% 414 0 0.0% Q2 2026 Jul 30, 2026
Tolleson Wealth Management, Inc. History No change 10,180 259 0.03% 0.03% 415 0 0.0% Q2 2026 Aug 13, 2026
Tidemark, LLC History No change 10,188 259 0.06% 0.06% 416 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 10,112 258 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 05, 2026
Heartwood Wealth Advisors LLC History No change 10,028 255 0.02% 0.02% 418 0 0.0% Q2 2026 Jul 17, 2026
Wealth Enhancement Trust Services, Inc. History No change 9,613 245 0.03% 0.03% 419 0 0.0% Q2 2026 Jul 22, 2026
RKL Wealth Management LLC History No change 9,576 244 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 10, 2026
WealthCare Investment Partners, LLC History No change 9,479 241 0.06% 0.06% 421 0 0.0% Q2 2026 Aug 10, 2026
Brookwood Investment Group LLC History No change 9,452 241 0.03% 0.03% 422 0 0.0% Q2 2026 Jul 23, 2026
ZACKS INVESTMENT MANAGEMENT History No change 9,345 238 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 9,421 237 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 29, 2026
SageGuard Financial Group, LLC History No change 9,172 234 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History No change 9,147 233 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 08, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 9,164 233 0.02% 0.02% 427 0 0.0% Q2 2026 Sep 02, 2026
Optimist Retirement Group LLC History No change 9,022 230 0.09% 0.09% 428 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 8,792 224 0.02% 0.02% 429 0 0.0% Q2 2026 Aug 10, 2026
OLIO Financial Planning History No change 8,777 223 0.06% 0.06% 430 0 0.0% Q2 2026 Jul 17, 2026
GWN SECURITIES INC. History No change 8,707 222 0.04% 0.04% 431 0 0.0% Q2 2026 Aug 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 8,669 221 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
NORTH DALLAS BANK & TRUST CO History No change 8,600 219 0.13% 0.13% 433 0 0.0% Q2 2026 Jul 13, 2026
Asset Dedication, LLC History No change 8,577 218 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 30, 2026
Ellevest, Inc. History No change 8,616 218 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 10, 2026
SCS Capital Management LLC History No change 8,519 217 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 06, 2026
EHRLICH FINANCIAL GROUP History No change 8,500 216 0.11% 0.11% 437 0 0.0% Q2 2026 Jul 09, 2026
Gladstone Institutional Advisory LLC History No change 8,330 212 0.01% 0.01% 438 0 0.0% Q2 2026 Jul 27, 2026
Buck Wealth Strategies, LLC History No change 8,270 211 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 30, 2026
Americana Partners, LLC History No change 8,233 210 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 05, 2026
Atlas Private Wealth Advisors History No change 8,192 209 0.05% 0.05% 441 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 8,172 208 0.06% 0.06% 442 0 0.0% Q2 2026 Jul 20, 2026
DAVENPORT & Co LLC History No change 8,108 206 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 13, 2026
VestGen Advisors, LLC History No change 8,060 205 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 11, 2026
REGIONS FINANCIAL CORP History No change 8,000 204 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 10, 2026
FreeGulliver LLC History No change 8,027 204 0.07% 0.07% 446 0 0.0% Q2 2026 Aug 11, 2026
Maia Wealth LLC History No change 7,991 203 0.03% 0.03% 447 0 0.0% Q2 2026 Jul 28, 2026
BLAIR WILLIAM & CO/IL History No change 7,885 201 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
STEVENS CAPITAL PARTNERS History No change 7,913 201 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 7,848 200 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 7,080 180 0.12% 0.12% 451 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 7,023 179 0.01% 0.01% 452 0 0.0% Q2 2026 Sep 04, 2026
SBI Securities Co., Ltd. History No change 6,871 175 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 22, 2026
Ancora Advisors LLC History No change 6,814 173 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,089 155 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 4,920 125 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 13, 2026
Bullock Wealth Management Group History No change 4,748 120 0.05% 0.05% 457 0 0.0% Q2 2026 Aug 19, 2026
Continuum Advisory, LLC History No change 4,634 118 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 4,613 117 0.04% 0.04% 459 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 3,894 99 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 3,690 94 0.03% 0.03% 461 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 3,656 93 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 17, 2026
VANGUARD ADVISERS INC History No change 3,576 91 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 3,383 86 0.07% 0.07% 464 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 3,262 83 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 3,200 81 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 17, 2026
Aptus Capital Advisors, LLC History No change 2,934 74 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History Reduced 2,933 71 0.04% 0.05% 469 -204 -6.5% Q3 2026 Oct 02, 2026
Capital Investment Advisory Services, LLC History No change 2,807 71 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 2,669 68 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 2,659 67 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 10, 2026
SHP Wealth Management History No change 2,612 66 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 11, 2026
MCDONALD PARTNERS LLC History No change 2,537 64 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 28, 2026
Darwin Wealth Management, LLC History No change 2,255 57 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 21, 2026
Beacon Capital Management, Inc. History No change 2,135 54 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 1,991 50 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 1,970 50 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 20, 2026
Cape Investment Advisory, Inc. History No change 1,855 47 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 23, 2026
Reyes Financial Architecture, Inc. History No change 1,819 46 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 16, 2026
Miller Capital Partners, Inc. History No change 1,808 46 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 12, 2026
WOLFF WIESE MAGANA LLC History No change 1,751 44 0.02% 0.02% 481 0 0.0% Q2 2026 Jul 13, 2026
CX Institutional History No change 1,598 39 0.0% 0.0% 482 0 0.0% Q3 2026 Oct 02, 2026
Steward Partners Investment Advisory, LLC History No change 1,496 38 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 1,399 35 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 11, 2026
IMG Wealth Management, Inc. History No change 1,359 34 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 1,300 33 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 04, 2026
Collier Financial History No change 1,286 32 0.02% 0.02% 487 0 0.0% Q2 2026 Jul 30, 2026
Beacon Financial Strategies CORP History No change 1,278 32 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 08, 2026
Westside Investment Management, Inc. History No change 1,162 29 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 27, 2026
Cheviot Value Management, LLC History No change 1,100 28 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 1,130 28 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,128 28 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 12, 2026
Kingdom Financial Group LLC. History No change 1,096 27 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, Inc. History No change 1,050 26 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 1,041 26 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 07, 2026
Gould Capital, LLC History No change 1,046 26 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 1,000 25 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 893 22 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 896 22 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 02, 2026
Bare Financial Services, Inc History No change 854 21 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 836 21 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 27, 2026
1620 INVESTMENT ADVISORS, INC. History No change 813 20 0.01% 0.01% 502 0 0.0% Q2 2026 Jul 14, 2026
Richard W. Paul & Associates, LLC History No change 725 18 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 690 17 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 22, 2026
Key Capital Management, INC History No change 703 17 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 27, 2026
VALLEY NATIONAL ADVISERS INC History No change 636 16 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 29, 2026
Ascentis Wealth Management, LLC History No change 656 16 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 30, 2026
Aventus Investment Advisors, Inc. History No change 653 16 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 24, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 509 13 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Planning Group LLC History No change 492 12 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 29, 2026
Dogwood Wealth Management LLC History No change 392 10 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 06, 2026
Dynamic Wealth Strategies, LLC History No change 375 9 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 23, 2026
Silver Grove Financial Group, Inc. History No change 358 9 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 289 7 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 28, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 277 7 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 04, 2026
BlackRock, Inc. History No change 310 7 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 07, 2026
Kroeger Financial Partners History No change 284 7 0.01% 0.01% 517 0 0.0% Q2 2026 Jul 27, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 247 6 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 21, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 257 6 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 06, 2026
Ameritas Investment Partners, Inc. History No change 215 5 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 210 5 0.0% 0.0% 521 0 0.0% Q2 2026 Sep 15, 2026
BARRETT & COMPANY, INC. History No change 157 4 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 177 4 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 16, 2026
SIMPLEX TRADING, LLC History No change 169 4 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 161 4 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 180 4 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 125 3 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 138 3 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 03, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 84 2 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 81 2 0.0% 0.0% 530 0 0.0% Q2 2026 Sep 15, 2026
Investors Research Corp History No change 84 2 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 10, 2026
Hughes Financial Services, LLC History No change 111 2 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 54 1 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 47 1 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 07, 2026
BARCLAYS PLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Asset Management, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Copia Wealth Management History No change 30 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Networth Advisors, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Jul 22, 2026