SPDR INDEX SHARES FUNDS - SPDW

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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Creative Planning History No change 144,440,101 7,278,336 4.25% 4.25% 1 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 52,021,601 2,621,368 4.65% 4.65% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 39,005,504 1,965,487 0.44% 0.44% 3 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 22,428,705 1,130,182 4.8% 4.8% 4 0 0.0% Q2 2026 Aug 11, 2026
Auto-Owners Insurance Co History No change 15,230,666 767,473 17.33% 17.33% 5 0 0.0% Q2 2026 Jul 15, 2026
MORGAN STANLEY History No change 13,725,633 691,634 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 12,172,046 613,349 2.11% 2.11% 7 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 10,756,324 542,011 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 8,899,190 448,430 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 8,373,691 421,950 0.1% 0.1% 10 0 0.0% Q2 2026 Sep 23, 2026
Betterment LLC History No change 8,002,796 403,261 0.68% 0.68% 11 0 0.0% Q2 2026 Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 6,213,429 313,094 2.34% 2.34% 12 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 5,895,171 297,057 0.37% 0.37% 13 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 4,686,255 236,152 0.28% 0.28% 14 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 4,625,590 233,083 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 4,584,583 231,017 2.53% 2.53% 16 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 4,576,780 230,624 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 4,485,803 226,039 0.01% 0.01% 18 0 0.0% Q2 2026 Sep 22, 2026
HighTower Advisors, LLC History No change 4,388,987 221,161 0.21% 0.21% 19 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,181,675 210,714 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 4,164,706 209,859 0.22% 0.22% 21 0 0.0% Q2 2026 Aug 13, 2026
Advisory Alpha, LLC History No change 4,000,503 201,587 4.94% 4.94% 22 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 3,826,033 192,793 0.23% 0.23% 23 0 0.0% Q2 2026 Jul 28, 2026
Stadion Money Management, LLC History No change 3,730,413 187,975 16.2% 16.2% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,611,496 181,984 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 3,788,921 181,888 0.53% 0.53% 26 0 0.0% Q2 2026 Aug 10, 2026
Strategies Wealth Advisors, LLC History No change 3,413,848 172,023 15.39% 15.39% 27 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 3,357,208 169,169 1.54% 1.54% 28 0 0.0% Q2 2026 Jul 24, 2026
MML INVESTORS SERVICES, LLC History No change 3,308,992 166,740 0.34% 0.34% 29 0 0.0% Q2 2026 Aug 07, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 3,216,783 162,093 0.11% 0.11% 30 0 0.0% Q2 2026 Aug 12, 2026
VICUS CAPITAL History No change 3,023,569 152,357 9.83% 9.83% 31 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 3,006,007 151,472 1.43% 1.43% 32 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,899,417 146,101 0.08% 0.08% 33 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 2,839,996 143,107 0.42% 0.42% 34 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 2,757,945 138,853 0.83% 0.83% 35 0 0.0% Q2 2026 Aug 17, 2026
JNBA Financial Advisors History No change 2,430,445 122,470 9.27% 9.27% 36 0 0.0% Q2 2026 Jul 23, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 2,400,450 120,958 0.55% 0.55% 37 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 2,377,208 119,787 2.2% 2.2% 38 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 2,291,106 115,448 3.63% 3.63% 39 0 0.0% Q2 2026 Jul 30, 2026
Dakota Wealth Management History No change 2,274,169 114,595 2.19% 2.19% 40 0 0.0% Q2 2026 Aug 07, 2026
Advocacy Wealth Management, LLC History No change 2,268,369 114,303 4.15% 4.15% 41 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,202,100 110,963 0.53% 0.53% 42 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 2,199,869 110,851 0.1% 0.1% 43 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 2,195,491 110,630 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,161,356 108,910 1.73% 1.73% 45 0 0.0% Q2 2026 Jul 28, 2026
Capital Asset Advisory Services LLC History No change 2,159,245 108,804 3.94% 3.94% 46 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History Reduced 2,158,701 108,388 1.55% 1.55% 47 -71,947 -3.23% Q3 2026 Oct 08, 2026
McNamara Financial Services, Inc. History No change 2,090,164 105,323 18.17% 18.17% 48 0 0.0% Q2 2026 Jul 22, 2026
Peterson Wealth Advisors, LLC History Added to 2,053,612 103,111 11.96% 11.75% 49 +80,245 4.07% Q3 2026 Oct 08, 2026
WELLS FARGO & COMPANY/MN History No change 2,020,829 101,829 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,980,208 99,208 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 1,967,939 99,164 0.12% 0.12% 52 0 0.0% Q2 2026 Aug 14, 2026
AlphaStar Capital Management, LLC History No change 1,925,284 97,015 6.17% 6.17% 53 0 0.0% Q2 2026 Jul 30, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,822,730 91,847 8.63% 8.63% 54 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 1,848,949 91,689 1.53% 1.53% 55 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,848,949 91,689 1.53% 1.53% 56 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 1,814,219 91,418 0.42% 0.42% 57 0 0.0% Q2 2026 Jul 27, 2026
BlackRock, Inc. History No change 1,755,077 88,438 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 1,738,040 87,580 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 1,730,145 87,182 0.54% 0.54% 60 0 0.0% Q2 2026 Jul 20, 2026
HighPoint Advisor Group LLC History No change 1,688,491 85,083 3.0% 3.0% 61 0 0.0% Q2 2026 Aug 05, 2026
Center for Financial Planning, Inc. History No change 1,667,215 84,010 7.85% 7.85% 62 0 0.0% Q2 2026 Jul 21, 2026
GREENLEAF TRUST History No change 1,578,868 79,559 0.77% 0.77% 63 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 1,570,410 79,132 0.14% 0.14% 64 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 1,548,902 78,049 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 27, 2026
Kestra Advisory Services, LLC History No change 1,520,931 76,639 0.25% 0.25% 66 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,518,087 76,496 0.18% 0.18% 67 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 1,508,130 75,994 0.12% 0.12% 68 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 1,419,227 71,514 1.36% 1.36% 69 0 0.0% Q2 2026 Jul 09, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 1,419,786 71,287 1.19% 1.17% 70 -62,987 -4.25% Q3 2026 Oct 01, 2026
TRUEFG, LLC History No change 1,384,914 69,785 16.3% 16.3% 71 0 0.0% Q2 2026 Jul 16, 2026
Walkner Condon Financial Advisors LLC History No change 1,356,118 68,337 7.84% 7.84% 72 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,492,438 68,129 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 1,344,428 67,745 0.97% 0.97% 74 0 0.0% Q2 2026 Jul 27, 2026
Lifeworks Advisors, LLC History No change 1,249,765 62,975 6.59% 6.59% 75 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 1,249,570 62,965 0.41% 0.41% 76 0 0.0% Q2 2026 Sep 08, 2026
CGN Advisors LLC History No change 1,226,088 61,782 4.51% 4.51% 77 0 0.0% Q2 2026 Jul 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,217,347 61,342 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 1,195,634 60,248 0.61% 0.61% 79 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 1,192,371 60,083 0.92% 0.92% 80 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,153,768 57,678 0.1% 0.1% 81 0 0.0% Q2 2026 Jul 15, 2026
ProVise Management Group, LLC History No change 1,128,650 56,872 3.81% 3.81% 82 0 0.0% Q2 2026 Aug 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,114,235 56,146 2.43% 2.43% 83 0 0.0% Q2 2026 Jul 21, 2026
Clearwater Capital Advisors, LLC History No change 1,112,093 56,038 4.11% 4.11% 84 0 0.0% Q2 2026 Aug 06, 2026
Global Strategic Investment Solutions, LLC History No change 1,006,356 50,710 4.49% 4.49% 85 0 0.0% Q2 2026 Aug 07, 2026
Brio Consultants, LLC History No change 994,021 50,088 5.87% 5.87% 86 0 0.0% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 952,341 47,988 2.84% 2.84% 87 0 0.0% Q2 2026 Aug 10, 2026
Boston Standard Wealth Management, LLC History Added to 948,310 47,614 6.84% 6.85% 88 +2,173 0.23% Q3 2026 Oct 07, 2026
IFP Advisors, Inc History No change 915,993 46,156 0.83% 0.83% 89 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 900,196 45,360 0.21% 0.21% 90 0 0.0% Q2 2026 Aug 18, 2026
Blueprint Investment Partners LLC History No change 895,096 45,103 3.76% 3.76% 91 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Partners, LLC History No change 888,635 44,778 0.55% 0.55% 92 0 0.0% Q2 2026 Jul 17, 2026
Aptus Capital Advisors, LLC History No change 873,909 44,036 0.3% 0.3% 93 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 854,242 43,045 0.16% 0.16% 94 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 837,833 42,218 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 817,426 41,042 0.29% 0.3% 96 +46,043 5.97% Q3 2026 Oct 08, 2026
Garrett Wealth Advisory Group, LLC History No change 806,030 40,615 6.24% 6.24% 97 0 0.0% Q2 2026 Aug 04, 2026
SigFig Wealth Management, LLC History Added to 804,423 40,390 1.01% 1.0% 98 +47,929 6.34% Q3 2026 Oct 07, 2026
KWB Wealth History No change 788,912 39,753 3.4% 3.4% 99 0 0.0% Q2 2026 Jul 10, 2026
Geneos Wealth Management Inc. History No change 787,151 39,664 0.81% 0.81% 100 0 0.0% Q2 2026 Aug 06, 2026
Concord Wealth Partners History No change 774,332 39,018 4.47% 4.47% 101 0 0.0% Q2 2026 Jul 27, 2026
First Heartland Consultants, Inc. History Added to 769,786 38,650 2.57% 2.42% 102 +26,605 3.58% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History No change 764,984 38,547 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 12, 2026
Concord Asset Management, LLC/VA History No change 741,283 37,353 5.78% 5.78% 104 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 729,949 36,782 0.24% 0.24% 105 0 0.0% Q2 2026 Aug 10, 2026
Auour Investments LLC History No change 729,632 36,766 10.54% 10.54% 106 0 0.0% Q2 2026 Jul 21, 2026
Procyon Advisors, LLC History No change 721,485 36,355 1.57% 1.57% 107 0 0.0% Q2 2026 Jul 09, 2026
Meeder Advisory Services, Inc. History No change 714,021 35,979 1.32% 1.32% 108 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 712,465 35,901 1.72% 1.72% 109 0 0.0% Q2 2026 Aug 11, 2026
Wealth Advisors of Iowa, LLC History No change 696,738 35,108 9.51% 9.51% 110 0 0.0% Q2 2026 Jul 30, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 681,189 34,325 14.16% 14.16% 111 0 0.0% Q2 2026 Jul 16, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 763,025 33,885 4.76% 4.76% 112 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 668,986 33,710 0.19% 0.19% 113 0 0.0% Q2 2026 Aug 11, 2026
Flagstone Financial Management History No change 662,916 33,404 7.47% 7.47% 114 0 0.0% Q2 2026 Jul 21, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 656,630 33,087 10.95% 10.95% 115 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 656,092 33,060 0.1% 0.1% 116 0 0.0% Q2 2026 Aug 12, 2026
ERn Financial, LLC History No change 652,818 32,895 5.44% 5.44% 117 0 0.0% Q2 2026 Jul 23, 2026
JDM Financial Group LLC History No change 884,654 32,455 11.08% 11.08% 118 0 0.0% Q2 2026 Aug 17, 2026
Rinkey Investments History No change 639,738 32,236 7.59% 7.59% 119 0 0.0% Q2 2026 Jul 20, 2026
RFG - Bristol Wealth Advisors, LLC History No change 629,635 31,727 7.67% 7.67% 120 0 0.0% Q2 2026 Jul 27, 2026
MONECO ADVISORS, LLC History No change 624,036 31,445 1.92% 1.92% 121 0 0.0% Q2 2026 Aug 11, 2026
Headland Capital, LLC History No change 621,262 31,305 7.72% 7.72% 122 0 0.0% Q2 2026 Jul 29, 2026
Atlas Private Wealth Advisors History No change 620,241 31,253 6.84% 6.84% 123 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 605,690 30,520 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 06, 2026
Astoria Portfolio Advisors LLC. History No change 602,685 30,369 5.12% 5.12% 125 0 0.0% Q2 2026 Jul 28, 2026
Second Line Capital, LLC History No change 600,233 30,245 5.63% 5.63% 126 0 0.0% Q2 2026 Sep 02, 2026
N.E.W. Advisory Services LLC History No change 598,000 30,133 2.02% 2.02% 127 0 0.0% Q2 2026 Aug 06, 2026
Pure Financial Advisors, LLC History No change 587,080 29,582 0.38% 0.38% 128 0 0.0% Q2 2026 Aug 14, 2026
Hobbs Group Advisors, LLC History No change 568,941 28,668 7.54% 7.54% 129 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Alliance LLC History No change 559,041 28,170 1.9% 1.9% 130 0 0.0% Q2 2026 Jul 20, 2026
Treasure Coast Financial Planning History No change 557,080 28,071 13.69% 13.69% 131 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 552,960 27,863 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 538,612 27,140 1.09% 1.09% 133 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON SECURITIES CORP. History Added to 534,162 26,820 11.22% 11.17% 134 +18,139 3.52% Q3 2026 Oct 08, 2026
ST GERMAIN D J CO INC History No change 532,098 26,812 0.96% 0.96% 135 0 0.0% Q2 2026 Jul 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 527,730 26,592 0.48% 0.48% 136 0 0.0% Q2 2026 Jul 14, 2026
Fairfield University History No change 516,271 26,014 10.53% 10.53% 137 0 0.0% Q2 2026 Aug 12, 2026
SageView Advisory Group, LLC History No change 511,049 25,751 0.84% 0.84% 138 0 0.0% Q2 2026 Aug 10, 2026
FIDELITY D & D BANCORP INC History No change 506,607 25,527 8.76% 8.76% 139 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 496,921 25,039 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 12, 2026
JT Stratford LLC History No change 493,274 24,856 2.73% 2.73% 141 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Financial Advisors LLC History No change 489,175 24,649 2.74% 2.74% 142 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 484,355 24,406 0.15% 0.15% 143 0 0.0% Q2 2026 Jul 20, 2026
Tennessee Valley Asset Management Partners History No change 481,490 24,262 2.68% 2.68% 144 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 479,774 24,175 0.82% 0.82% 145 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 477,329 24,052 0.51% 0.51% 146 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Reduced 480,245 23,988 0.3% 0.45% 147 -153,745 -24.25% Q3 2026 Oct 08, 2026
Values Added Financial LLC History No change 461,569 23,258 8.4% 8.4% 148 0 0.0% Q2 2026 Jul 27, 2026
Odyssey Group, LLC History No change 452,480 22,800 6.17% 6.17% 149 0 0.0% Q2 2026 Aug 14, 2026
PROFFITT & GOODSON INC History No change 450,186 22,684 3.12% 3.12% 150 0 0.0% Q2 2026 Jul 22, 2026
IAG Wealth Partners, LLC History No change 449,070 22,628 2.24% 2.24% 151 0 0.0% Q2 2026 Aug 06, 2026
Compton Financial Group, LLC History No change 445,562 22,451 4.32% 4.32% 152 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 444,505 22,398 0.13% 0.13% 153 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 442,784 22,311 0.24% 0.24% 154 0 0.0% Q2 2026 Aug 06, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 435,860 21,962 9.0% 9.0% 155 0 0.0% Q2 2026 Jul 22, 2026
Portside Wealth Group, LLC History No change 417,773 21,051 2.45% 2.45% 156 0 0.0% Q2 2026 Jul 14, 2026
WRAPMANAGER INC History No change 415,672 20,945 6.55% 6.55% 157 0 0.0% Q2 2026 Aug 05, 2026
INVENIO WEALTH PARTNERS LLC History No change 403,290 20,321 7.28% 7.28% 158 0 0.0% Q2 2026 Jul 30, 2026
SEEDS INVESTOR LLC History No change 403,044 20,309 2.09% 2.09% 159 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Management, LLC History No change 396,951 20,002 0.86% 0.86% 160 0 0.0% Q2 2026 Jul 22, 2026
RETIREMITTEN FINANCIAL LLC History No change 389,769 19,640 8.28% 8.28% 161 0 0.0% Q2 2026 Aug 10, 2026
Mason & Associates, LLC History No change 388,895 19,596 4.08% 4.08% 162 0 0.0% Q2 2026 Jul 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 387,886 19,545 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 381,823 19,240 0.19% 0.19% 164 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History No change 378,844 19,089 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 370,024 18,645 0.61% 0.61% 166 0 0.0% Q2 2026 Jul 31, 2026
Empowered Funds, LLC History No change 368,556 18,571 0.1% 0.1% 167 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 367,693 18,528 1.34% 1.34% 168 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 352,222 17,748 0.97% 0.97% 169 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Planning, Inc. History No change 352,236 17,744 9.26% 9.26% 170 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 351,027 17,688 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 03, 2026
SCS Capital Management LLC History No change 349,934 17,633 0.17% 0.17% 172 0 0.0% Q2 2026 Aug 06, 2026
Rodgers & Associates, LTD History No change 349,364 17,604 1.6% 1.6% 173 0 0.0% Q2 2026 Jul 21, 2026
Macco Financial Group, Inc. History No change 347,222 17,496 11.37% 11.37% 174 0 0.0% Q2 2026 Aug 07, 2026
Arizona PSPRS Trust History No change 345,500 17,409 0.65% 0.65% 175 0 0.0% Q2 2026 Aug 03, 2026
Moss Adams Wealth Advisors LLC History No change 344,497 17,359 1.08% 1.08% 176 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 344,298 17,338 0.07% 0.07% 177 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 336,424 16,952 0.55% 0.55% 178 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 336,167 16,939 0.08% 0.08% 179 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 336,045 16,933 0.06% 0.06% 180 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 335,911 16,926 0.19% 0.19% 181 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Management, Inc. History No change 333,881 16,824 5.15% 5.15% 182 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 332,438 16,751 0.26% 0.26% 183 0 0.0% Q2 2026 Jul 15, 2026
RESTON WEALTH MANAGEMENT LLC History No change 331,834 16,721 4.51% 4.51% 184 0 0.0% Q2 2026 Jul 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 330,759 16,666 0.17% 0.17% 185 0 0.0% Q2 2026 Aug 14, 2026
ABOUND FINANCIAL, LLC History No change 326,575 16,456 6.56% 6.56% 186 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 325,608 16,407 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 19, 2026
Probity Advisors, Inc. History No change 320,953 16,172 2.31% 2.31% 188 0 0.0% Q2 2026 Jul 31, 2026
Sanchez Wealth Management Group History No change 319,517 16,100 2.82% 2.82% 189 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 317,734 16,010 0.12% 0.12% 190 0 0.0% Q2 2026 Aug 14, 2026
Millington Financial Advisors, LLC History No change 321,106 15,856 6.23% 6.23% 191 0 0.0% Q2 2026 Aug 07, 2026
Palatine Hill Wealth Management, LLC History No change 313,976 15,821 12.74% 12.74% 192 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 313,282 15,786 0.73% 0.73% 193 0 0.0% Q2 2026 Aug 06, 2026
Gradient Capital Advisors, LLC History No change 309,462 15,593 3.61% 3.61% 194 0 0.0% Q2 2026 Jul 13, 2026
Clear Retirement Advice LLC History No change 308,661 15,553 10.65% 10.65% 195 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 308,377 15,539 0.25% 0.25% 196 0 0.0% Q2 2026 Aug 10, 2026
Signal Advisors Wealth, LLC History No change 302,211 15,228 0.77% 0.77% 197 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 301,296 15,182 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
PECAUT & CO. History No change 298,409 15,036 4.58% 4.58% 199 0 0.0% Q2 2026 Aug 03, 2026
Range Advisory, LLC History No change 298,167 15,024 1.79% 1.79% 200 0 0.0% Q2 2026 Sep 02, 2026
Brookstone Capital Management History No change 297,708 15,001 0.15% 0.15% 201 0 0.0% Q2 2026 Jul 15, 2026
Navigation Group, LLC History No change 297,091 14,970 2.91% 2.91% 202 0 0.0% Q2 2026 Jul 29, 2026
Partners in Financial Planning History No change 291,107 14,668 2.22% 2.22% 203 0 0.0% Q2 2026 Aug 10, 2026
Sage Advisory Services, Ltd.Co. History No change 290,047 14,615 7.19% 7.19% 204 0 0.0% Q2 2026 Jul 22, 2026
Cascade Financial Partners, LLC History No change 289,451 14,585 1.27% 1.27% 205 0 0.0% Q2 2026 Aug 04, 2026
O'Connor Financial Group LLC History No change 286,052 14,414 5.1% 5.1% 206 0 0.0% Q2 2026 Jul 17, 2026
Kingsview Wealth Management, LLC History No change 285,947 14,408 0.17% 0.17% 207 0 0.0% Q2 2026 Aug 18, 2026
Certified Advisory Corp History No change 285,325 14,377 1.16% 1.16% 208 0 0.0% Q2 2026 Jul 16, 2026
Tortoise Investment Management, LLC History No change 284,576 14,339 1.07% 1.07% 209 0 0.0% Q2 2026 Aug 07, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 282,447 14,232 5.46% 5.46% 210 0 0.0% Q2 2026 Jul 20, 2026
DORVAL Corp History No change 281,499 14,184 4.08% 4.08% 211 0 0.0% Q2 2026 Jul 24, 2026
Kagan Cocozza Asset Management History No change 280,223 14,120 8.85% 8.85% 212 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 277,138 13,964 0.19% 0.19% 213 0 0.0% Q2 2026 Aug 12, 2026
Roble, Belko & Company, Inc History No change 276,167 13,916 1.5% 1.5% 214 0 0.0% Q2 2026 Jul 24, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 276,043 13,860 2.81% 2.87% 215 -750 -0.27% Q3 2026 Oct 07, 2026
Convergence Financial, LLC History No change 275,024 13,858 1.1% 1.1% 216 0 0.0% Q2 2026 Aug 05, 2026
Collaborative Wealth Managment Inc. History No change 272,830 13,747 5.77% 5.77% 217 0 0.0% Q2 2026 Aug 05, 2026
Montz Harcus Wealth Management LLC History Added to 272,413 13,677 4.79% 4.6% 218 +15,957 6.22% Q3 2026 Oct 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 271,188 13,665 0.74% 0.74% 219 0 0.0% Q2 2026 Aug 06, 2026
Boltwood Capital Management History Reduced 270,470 13,580 3.06% 3.16% 220 -2,985 -1.09% Q3 2026 Oct 02, 2026
Fort Point Capital Partners LLC History No change 268,818 13,545 0.94% 0.94% 221 0 0.0% Q2 2026 Aug 14, 2026
Aquire Wealth Advisors, LLC History No change 260,566 13,129 3.01% 3.01% 222 0 0.0% Q2 2026 Aug 06, 2026
Delta Wealth Advisors LLC History Added to 260,918 13,100 9.0% 9.27% 223 +3,394 1.32% Q3 2026 Oct 09, 2026
JONES FINANCIAL COMPANIES LLLP History No change 261,897 13,064 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 258,563 13,029 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History Reduced 258,304 12,969 2.32% 2.43% 226 -1,017 -0.39% Q3 2026 Oct 05, 2026
Focus Partners Advisor Solutions, LLC History No change 257,236 12,962 0.11% 0.11% 227 0 0.0% Q2 2026 Aug 06, 2026
NovaPoint Capital, LLC History No change 256,023 12,900 2.68% 2.68% 228 0 0.0% Q2 2026 Aug 06, 2026
Mutual Advisors, LLC History No change 254,494 12,823 0.24% 0.24% 229 0 0.0% Q2 2026 Aug 14, 2026
Lifestyle Asset Management, Inc. History No change 252,199 12,708 3.42% 3.42% 230 0 0.0% Q2 2026 Jul 20, 2026
Henderson Brothers Financial Partners, LLC History No change 250,263 12,610 5.97% 5.97% 231 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 245,506 12,371 0.16% 0.16% 232 0 0.0% Q2 2026 Jul 15, 2026
Leslie Global Wealth, LLC History No change 243,250 12,257 4.77% 4.77% 233 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 243,217 12,255 0.06% 0.06% 234 0 0.0% Q2 2026 Aug 03, 2026
Marathon Strategic Advisors, LLC History No change 242,827 12,236 6.91% 6.91% 235 0 0.0% Q2 2026 Jul 16, 2026
MGO ONE SEVEN LLC History No change 239,555 12,071 0.2% 0.2% 236 0 0.0% Q2 2026 Jul 31, 2026
Luken Investment Analytics, LLC History No change 238,829 12,034 4.21% 4.21% 237 0 0.0% Q2 2026 Jul 28, 2026
Strategic Financial Partners, Ltd. History No change 238,507 12,018 4.53% 4.53% 238 0 0.0% Q2 2026 Aug 03, 2026
Financial Planning Fort Collins, LLC History No change 238,847 11,963 9.06% 9.06% 239 0 0.0% Q2 2026 Jul 10, 2026
WBH ADVISORY INC History No change 237,189 11,951 0.8% 0.8% 240 0 0.0% Q2 2026 Aug 05, 2026
Valtinson Bruner Financial Planning LLC History No change 236,479 11,916 2.99% 2.99% 241 0 0.0% Q2 2026 Aug 03, 2026
Amicus Financial Advisors, LLC History No change 233,908 11,786 2.9% 2.9% 242 0 0.0% Q2 2026 Jul 20, 2026
OPTIMA CAPITAL LLC History No change 232,194 11,700 4.62% 4.62% 243 0 0.0% Q2 2026 Jul 24, 2026
TPG Financial Advisors, LLC History No change 230,984 11,639 3.48% 3.48% 244 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 228,292 11,503 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
Goodman Financial Corp History No change 226,743 11,425 1.77% 1.77% 246 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 225,582 11,367 0.25% 0.25% 247 0 0.0% Q2 2026 Jul 17, 2026
Cresset Asset Management, LLC History No change 223,700 11,272 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 223,145 11,244 0.56% 0.56% 249 0 0.0% Q2 2026 Jul 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 221,609 11,166 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 220,493 11,110 0.75% 0.75% 251 0 0.0% Q2 2026 Jul 21, 2026
New England Capital Financial Advisors LLC History No change 214,550 10,811 2.58% 2.58% 252 0 0.0% Q2 2026 Jul 27, 2026
Wrenne Financial Planning LLC History No change 213,495 10,757 3.63% 3.63% 253 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 212,790 10,752 0.88% 0.88% 254 0 0.0% Q2 2026 Aug 07, 2026
Collier Financial History No change 210,651 10,614 7.26% 7.26% 255 0 0.0% Q2 2026 Jul 30, 2026
Xena Financial Planning, LLC History No change 210,482 10,606 10.17% 10.17% 256 0 0.0% Q2 2026 Jul 21, 2026
Partnership Wealth Management, LLC History Reduced 210,736 10,581 7.55% 7.43% 257 -7,356 -3.37% Q3 2026 Oct 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 207,325 10,447 0.4% 0.4% 258 0 0.0% Q2 2026 Jul 22, 2026
Brown Financial Advisory History No change 206,062 10,383 4.34% 4.34% 259 0 0.0% Q2 2026 Jul 28, 2026
Vertex Planning Partners, LLC History No change 205,247 10,342 1.54% 1.54% 260 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 202,411 10,199 0.11% 0.11% 261 0 0.0% Q2 2026 Aug 03, 2026
ATLAS CAPITAL ADVISORS INC. History No change 200,449 10,100 1.1% 1.1% 262 0 0.0% Q2 2026 Aug 13, 2026
LEGACY SOLUTIONS, LLC History Added to 198,997 9,991 7.63% 8.03% 263 +1,976 1.0% Q3 2026 Oct 07, 2026
Cornerstone Financial Group, LLC /NE/ History No change 196,957 9,924 6.12% 6.12% 264 0 0.0% Q2 2026 Aug 11, 2026
Orin Green Financial, LLC History No change 196,823 9,917 3.66% 3.66% 265 0 0.0% Q2 2026 Jul 13, 2026
Security Financial Services, INC. History No change 196,270 9,890 1.37% 1.37% 266 0 0.0% Q2 2026 Jul 15, 2026
Ignite Planners, LLC History No change 194,770 9,821 1.35% 1.35% 267 0 0.0% Q2 2026 Jul 23, 2026
Arete Wealth Advisors, LLC History No change 193,973 9,774 0.65% 0.65% 268 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 191,346 9,641 0.08% 0.08% 269 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 190,401 9,594 0.22% 0.22% 270 0 0.0% Q2 2026 Aug 12, 2026
IFS Advisors, LLC History No change 189,548 9,551 4.57% 4.57% 271 0 0.0% Q2 2026 Aug 10, 2026
Bensler, LLC History No change 189,528 9,550 0.84% 0.84% 272 0 0.0% Q2 2026 Jul 23, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Reduced 188,815 9,480 6.8% 6.92% 273 -8,112 -4.12% Q3 2026 Oct 08, 2026
RWA WEALTH PARTNERS, LLC History No change 185,892 9,367 0.09% 0.09% 274 0 0.0% Q2 2026 Aug 07, 2026
Spartan Planning & Wealth Management History No change 185,548 9,349 6.22% 6.22% 275 0 0.0% Q2 2026 Jul 22, 2026
AIRE ADVISORS, LLC History No change 184,448 9,294 1.51% 1.51% 276 0 0.0% Q2 2026 Aug 14, 2026
Bay Capital Advisors, LLC History No change 182,385 9,190 4.93% 4.93% 277 0 0.0% Q2 2026 Jul 21, 2026
YHB Investment Advisors, Inc. History Added to 181,758 9,126 0.58% 0.59% 278 +249 0.14% Q3 2026 Oct 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 176,491 8,857 0.03% 0.03% 279 0 0.0% Q2 2026 Aug 13, 2026
Seven Springs Wealth Group, LLC History No change 175,316 8,834 1.93% 1.93% 280 0 0.0% Q2 2026 Aug 04, 2026
Venturi Wealth Management, LLC History No change 174,776 8,806 0.34% 0.34% 281 0 0.0% Q2 2026 Jul 20, 2026
Truepoint, Inc. History No change 172,268 8,680 0.18% 0.18% 282 0 0.0% Q2 2026 Jul 31, 2026
EP Wealth Advisors, LLC History No change 171,766 8,655 0.03% 0.03% 283 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 171,356 8,634 2.26% 2.26% 284 0 0.0% Q2 2026 Jul 20, 2026
XML Financial, LLC History No change 171,087 8,621 0.63% 0.63% 285 0 0.0% Q2 2026 Jul 24, 2026
BIP Wealth, LLC History No change 170,740 8,603 0.24% 0.24% 286 0 0.0% Q2 2026 Aug 03, 2026
Aspire Private Capital, LLC History No change 170,271 8,579 1.77% 1.77% 287 0 0.0% Q2 2026 Jul 15, 2026
Fortitude Financial, LLC History No change 169,276 8,529 7.66% 7.66% 288 0 0.0% Q2 2026 Jul 09, 2026
Sherman Wealth Management LLC History No change 167,877 8,459 6.37% 6.37% 289 0 0.0% Q2 2026 Jul 09, 2026
TRUE BLUE FINANCIAL, LLC History No change 166,870 8,408 3.55% 3.55% 290 0 0.0% Q2 2026 Jul 17, 2026
Ironwood Wealth Management, LLC. History No change 165,020 8,315 1.84% 1.84% 291 0 0.0% Q2 2026 Jul 30, 2026
Optimist Retirement Group LLC History No change 164,804 8,304 3.2% 3.2% 292 0 0.0% Q2 2026 Aug 10, 2026
Vista Cima Wealth Management LLC History No change 163,583 8,242 6.14% 6.14% 293 0 0.0% Q2 2026 Aug 07, 2026
CSM Advisors, LLC History No change 162,925 8,209 0.18% 0.18% 294 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL PENSION ADVISORS, LLC History No change 166,193 8,206 1.08% 1.08% 295 0 0.0% Q2 2026 Jul 23, 2026
TCP Asset Management, LLC History No change 161,506 8,138 0.92% 0.92% 296 0 0.0% Q2 2026 Jul 15, 2026
BayBridge Capital Group, LLC History No change 160,936 8,109 4.23% 4.23% 297 0 0.0% Q2 2026 Jul 14, 2026
Advisory Services Network, LLC History No change 160,349 8,080 0.09% 0.09% 298 0 0.0% Q2 2026 Aug 12, 2026
Diligent Investors, LLC History No change 158,189 7,971 1.78% 1.78% 299 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 157,721 7,947 0.31% 0.31% 300 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 156,933 7,907 0.47% 0.47% 301 0 0.0% Q2 2026 Aug 04, 2026
Fourth Dimension Wealth, LLC History No change 154,291 7,774 2.46% 2.46% 302 0 0.0% Q2 2026 Jul 31, 2026
Aerodigm Wealth, LLC History No change 154,240 7,772 2.63% 2.63% 303 0 0.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History No change 153,375 7,728 0.78% 0.78% 304 0 0.0% Q2 2026 Jul 21, 2026
Battery Global Advisors, LLC History No change 152,557 7,687 3.85% 3.85% 305 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 152,322 7,675 0.2% 0.2% 306 0 0.0% Q2 2026 Jul 07, 2026
Vested Financial Planning, LLC History No change 151,131 7,615 5.12% 5.12% 307 0 0.0% Q2 2026 Aug 05, 2026
Oregon Pacific Wealth Management, LLC History No change 150,423 7,579 7.11% 7.11% 308 0 0.0% Q2 2026 Jul 22, 2026
NICOLET BANKSHARES INC History No change 148,390 7,500 0.24% 0.24% 309 0 0.0% Q2 2026 Aug 11, 2026
Benchmark Financial, LLC History No change 148,127 7,464 6.08% 6.08% 310 0 0.0% Q2 2026 Jul 21, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 146,558 7,385 0.74% 0.74% 311 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 145,566 7,335 0.16% 0.16% 312 0 0.0% Q2 2026 Jul 17, 2026
GREAT LAKES ADVISORS, LLC History No change 143,979 7,255 0.06% 0.06% 313 0 0.0% Q2 2026 Aug 10, 2026
Tyche Wealth Partners LLC History No change 140,760 7,092 1.0% 1.0% 314 0 0.0% Q2 2026 Aug 06, 2026
Wilkins Miller Wealth Management, LLC History No change 139,886 7,048 3.88% 3.88% 315 0 0.0% Q2 2026 Jul 21, 2026
BCS Wealth Management History No change 138,105 6,959 1.25% 1.25% 316 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 136,948 6,901 0.16% 0.16% 317 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 136,824 6,894 0.56% 0.56% 318 0 0.0% Q2 2026 Aug 06, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 135,417 6,823 0.27% 0.27% 319 0 0.0% Q2 2026 Aug 18, 2026
Red Wave Investments LLC History No change 133,864 6,745 1.71% 1.71% 320 0 0.0% Q2 2026 Aug 05, 2026
PLANWISER FINANCIAL, LLC History No change 132,304 6,666 4.63% 4.63% 321 0 0.0% Q2 2026 Aug 07, 2026
Venture Visionary Partners LLC History Added to 132,709 6,663 0.17% 0.15% 322 +26,774 25.27% Q3 2026 Oct 07, 2026
Symphony Financial, Ltd. Co. History No change 131,460 6,587 0.72% 0.72% 323 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL SECURITIES, INC. History No change 130,637 6,582 0.08% 0.08% 324 0 0.0% Q2 2026 Aug 04, 2026
Smith Thornton Advisors LLC History No change 132,394 6,548 2.89% 2.89% 325 0 0.0% Q2 2026 Jul 14, 2026
Occidental Asset Management, LLC History No change 129,662 6,533 0.65% 0.65% 326 0 0.0% Q2 2026 Aug 07, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 127,556 6,427 0.84% 0.84% 327 0 0.0% Q2 2026 Aug 11, 2026
Montis Financial, LLC History No change 127,107 6,404 1.31% 1.31% 328 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 126,205 6,359 0.1% 0.1% 329 0 0.0% Q2 2026 Aug 05, 2026
SYM FINANCIAL Corp History No change 125,776 6,337 0.51% 0.51% 330 0 0.0% Q2 2026 Aug 04, 2026
FDx Advisors, Inc. History No change 125,711 6,335 1.91% 1.91% 331 0 0.0% Q2 2026 Aug 04, 2026
SMART Wealth LLC History No change 125,434 6,320 1.36% 1.36% 332 0 0.0% Q2 2026 Aug 05, 2026
Hughes Financial Services, LLC History No change 124,710 6,284 0.83% 0.83% 333 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 123,373 6,216 0.12% 0.12% 334 0 0.0% Q2 2026 Jul 15, 2026
Valpey Financial Services, LLC History No change 120,657 6,079 3.62% 3.62% 335 0 0.0% Q2 2026 Aug 11, 2026
Ervin Investment Management, LLC History No change 120,510 6,072 3.3% 3.3% 336 0 0.0% Q2 2026 Jul 14, 2026
Global Endowment Management, LP History No change 119,538 6,024 0.61% 0.61% 337 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 119,980 6,021 0.03% 0.03% 338 0 0.0% Q2 2026 Aug 14, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 119,410 6,017 1.7% 1.7% 339 0 0.0% Q2 2026 Aug 12, 2026
Towercrest Capital Management History No change 117,680 5,929 0.83% 0.83% 340 0 0.0% Q2 2026 Aug 03, 2026
Yukon Wealth Management, Inc. History No change 117,566 5,924 1.7% 1.7% 341 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 116,875 5,889 0.32% 0.32% 342 0 0.0% Q2 2026 Aug 10, 2026
CABOT WEALTH MANAGEMENT INC History No change 116,463 5,868 0.6% 0.6% 343 0 0.0% Q2 2026 Jul 31, 2026
WealthTrak Capital Management LLC History No change 115,790 5,834 3.84% 3.84% 344 0 0.0% Q2 2026 Aug 04, 2026
HARBOR ADVISORY CORP /MA/ History No change 112,330 5,660 1.51% 1.51% 345 0 0.0% Q2 2026 Aug 13, 2026
Integrity Wealth Solutions LLC History No change 112,322 5,659 2.09% 2.09% 346 0 0.0% Q2 2026 Jul 30, 2026
Savvy Advisors, Inc. History No change 111,697 5,628 0.12% 0.12% 347 0 0.0% Q2 2026 Aug 03, 2026
CHOREO, LLC History No change 111,285 5,607 0.06% 0.06% 348 0 0.0% Q2 2026 Aug 04, 2026
Trilogy Capital Inc. History No change 111,040 5,595 0.22% 0.22% 349 0 0.0% Q2 2026 Jul 02, 2026
Hirtle & Co., LLC History No change 110,407 5,563 0.18% 0.18% 350 0 0.0% Q2 2026 Aug 14, 2026
Heartwood Wealth Advisors LLC History No change 110,375 5,541 0.44% 0.43% 351 0 0.0% Q3 2026 Oct 05, 2026
Smartleaf Asset Management LLC History No change 109,876 5,504 0.18% 0.18% 352 0 0.0% Q2 2026 Aug 12, 2026
Weitzel Financial Services, Inc. History No change 108,695 5,426 1.84% 1.84% 353 0 0.0% Q2 2026 Jul 14, 2026
ARQ WEALTH ADVISORS, LLC History No change 108,091 5,394 0.67% 0.67% 354 0 0.0% Q2 2026 Jul 24, 2026
Brown Financial Advisors History No change 106,227 5,352 1.87% 1.87% 355 0 0.0% Q2 2026 Aug 26, 2026
Ashton Thomas Private Wealth, LLC History No change 105,590 5,320 0.11% 0.11% 356 0 0.0% Q2 2026 Jul 29, 2026
Aspetuck Financial Management LLC History No change 105,510 5,316 3.13% 3.13% 357 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 105,038 5,292 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 13, 2026
Heritage Trust Co History No change 104,933 5,287 0.46% 0.46% 359 0 0.0% Q2 2026 Aug 06, 2026
DeDora Capital, Inc. History No change 104,837 5,282 1.15% 1.15% 360 0 0.0% Q2 2026 Jul 13, 2026
NWAM LLC History No change 104,526 5,267 0.26% 0.26% 361 0 0.0% Q2 2026 Jul 23, 2026
Norway Savings Bank History No change 103,186 5,199 2.18% 2.18% 362 0 0.0% Q2 2026 Jul 08, 2026
Northwest Wealth Advisors, LLC History No change 102,944 5,187 2.98% 2.98% 363 0 0.0% Q2 2026 Jul 23, 2026
Balefire, LLC History No change 100,882 5,083 0.83% 0.83% 364 0 0.0% Q2 2026 Jul 07, 2026
Tranquilli Financial Advisor LLC History No change 100,373 5,057 2.72% 2.72% 365 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 100,003 5,039 0.03% 0.03% 366 0 0.0% Q2 2026 Aug 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 100,103 5,026 1.18% 1.23% 367 -666 -0.66% Q3 2026 Oct 06, 2026
QP WEALTH MANAGEMENT, LLC History No change 99,438 5,010 7.15% 7.15% 368 0 0.0% Q2 2026 Jul 20, 2026
International Private Wealth Advisors LLC History No change 97,716 4,923 2.53% 2.53% 369 0 0.0% Q2 2026 Aug 07, 2026
Keener Financial Planning LLC History No change 97,444 4,910 1.76% 1.76% 370 0 0.0% Q2 2026 Jul 31, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 95,734 4,824 0.28% 0.28% 371 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 95,514 4,812 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 95,501 4,812 0.49% 0.49% 373 0 0.0% Q2 2026 Jul 16, 2026
Oxinas Partners, LLC History No change 95,325 4,803 1.89% 1.89% 374 0 0.0% Q2 2026 Jul 14, 2026
Gladstone Institutional Advisory LLC History No change 95,223 4,798 0.15% 0.15% 375 0 0.0% Q2 2026 Jul 27, 2026
Advisor OS, LLC History No change 95,123 4,793 0.32% 0.32% 376 0 0.0% Q2 2026 Aug 05, 2026
Range Financial Group LLC History No change 94,701 4,771 1.3% 1.3% 377 0 0.0% Q2 2026 Jul 15, 2026
Gambit Capital Management, LLC History No change 93,792 4,726 2.75% 2.75% 378 0 0.0% Q2 2026 Aug 11, 2026
HBW ADVISORY SERVICES LLC History No change 93,707 4,721 0.43% 0.43% 379 0 0.0% Q2 2026 Jul 16, 2026
Financial Insights, Inc. History No change 93,637 4,718 1.24% 1.24% 380 0 0.0% Q2 2026 Aug 25, 2026
BLAIR WILLIAM & CO/IL History No change 93,163 4,694 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 11, 2026
G&S Capital LLC History No change 92,587 4,665 1.35% 1.35% 382 0 0.0% Q2 2026 Jul 10, 2026
Snowden Capital Advisors LLC History No change 92,374 4,654 0.11% 0.11% 383 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 90,945 4,582 0.1% 0.1% 384 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 90,755 4,573 0.18% 0.18% 385 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 90,530 4,561 0.21% 0.21% 386 0 0.0% Q2 2026 Aug 04, 2026
Richmond Investment Services, LLC History No change 90,283 4,549 1.44% 1.44% 387 0 0.0% Q2 2026 Jul 27, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 89,878 4,528 1.56% 1.56% 388 0 0.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History No change 89,801 4,525 0.83% 0.83% 389 0 0.0% Q2 2026 Aug 04, 2026
LexAurum Advisors, LLC History No change 89,452 4,507 0.52% 0.52% 390 0 0.0% Q2 2026 Jul 15, 2026
Paladin Wealth, LLC History No change 88,556 4,462 2.6% 2.6% 391 0 0.0% Q2 2026 Jul 09, 2026
Towerpoint Wealth, LLC History No change 88,065 4,437 1.53% 1.53% 392 0 0.0% Q2 2026 Jul 09, 2026
Alliance Wealth Management Group History No change 87,787 4,423 0.86% 0.86% 393 0 0.0% Q2 2026 Aug 04, 2026
Cooksen Wealth, LLC History No change 87,309 4,399 2.77% 2.77% 394 0 0.0% Q2 2026 Jul 30, 2026
YANKCOM Partnership History No change 86,755 4,371 1.57% 1.57% 395 0 0.0% Q2 2026 Jul 21, 2026
UNIVEST FINANCIAL Corp History No change 86,389 4,353 0.21% 0.21% 396 0 0.0% Q2 2026 Aug 07, 2026
PAX Financial Group, LLC History No change 85,711 4,318 0.64% 0.64% 397 0 0.0% Q2 2026 Aug 05, 2026
Steele Capital Management, Inc. History No change 85,458 4,306 0.16% 0.16% 398 0 0.0% Q2 2026 Jul 28, 2026
STEVENS CAPITAL PARTNERS History No change 84,662 4,266 0.81% 0.81% 399 0 0.0% Q2 2026 Aug 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 84,488 4,257 0.25% 0.25% 400 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 84,067 4,236 0.05% 0.05% 401 0 0.0% Q2 2026 Aug 10, 2026
JRM Investment Counsel, LLC History No change 83,898 4,227 1.02% 1.02% 402 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 83,777 4,221 0.34% 0.34% 403 0 0.0% Q2 2026 Jul 28, 2026
Raleigh Capital Management Inc. History No change 83,292 4,197 1.34% 1.34% 404 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 83,187 4,191 0.04% 0.04% 405 0 0.0% Q2 2026 Jul 27, 2026
LOWE BROCKENBROUGH & CO INC History No change 81,222 4,092 0.18% 0.18% 406 0 0.0% Q2 2026 Aug 03, 2026
Downshift Financial, LLC History No change 80,647 4,063 1.82% 1.82% 407 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 80,312 4,046 0.22% 0.22% 408 0 0.0% Q2 2026 Jul 27, 2026
One Capital Management, LLC History No change 88,390 4,035 0.11% 0.11% 409 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 80,007 4,017 0.45% 0.49% 410 -6,190 -7.18% Q3 2026 Oct 08, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 79,691 4,015 0.99% 0.99% 411 0 0.0% Q2 2026 Jul 10, 2026
Anchor Bay Capital, Inc. History No change 77,756 3,995 2.16% 2.16% 412 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 78,907 3,976 0.26% 0.26% 413 0 0.0% Q2 2026 Jul 29, 2026
Bluespring Wealth Management, LLC History No change 78,737 3,967 0.08% 0.08% 414 0 0.0% Q2 2026 Aug 11, 2026
Breachway Investments LLC History No change 78,461 3,953 5.95% 5.95% 415 0 0.0% Q2 2026 Jul 13, 2026
VestGen Advisors, LLC History No change 77,440 3,902 0.11% 0.11% 416 0 0.0% Q2 2026 Aug 11, 2026
SkyOak Wealth, LLC History No change 76,708 3,865 0.63% 0.63% 417 0 0.0% Q2 2026 Jul 30, 2026
Sowell Financial Services LLC History No change 76,051 3,832 0.13% 0.13% 418 0 0.0% Q2 2026 Jul 17, 2026
Equita Financial Network, Inc. History No change 75,543 3,806 1.06% 1.06% 419 0 0.0% Q2 2026 Jul 29, 2026
Larson Financial Group LLC History No change 74,499 3,753 0.1% 0.1% 420 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 74,405 3,749 0.24% 0.24% 421 0 0.0% Q2 2026 Jul 27, 2026
BlueChip Wealth Advisors LLC History No change 73,830 3,720 1.41% 1.41% 422 0 0.0% Q2 2026 Jul 30, 2026
VISTA INVESTMENT MANAGEMENT History No change 73,785 3,718 1.12% 1.12% 423 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 73,648 3,711 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 07, 2026
HUB Investment Partners, LLC History No change 72,928 3,674 0.07% 0.07% 425 0 0.0% Q2 2026 Jul 31, 2026
NORDEN GROUP LLC History No change 72,555 3,656 0.3% 0.3% 426 0 0.0% Q2 2026 Jul 29, 2026
Quent Capital, LLC History No change 72,486 3,652 0.22% 0.22% 427 0 0.0% Q2 2026 Aug 07, 2026
American Investment Services, Inc. History No change 72,183 3,637 0.77% 0.77% 428 0 0.0% Q2 2026 Aug 12, 2026
Walsh & Associates, LLC History No change 71,892 3,622 2.96% 2.96% 429 0 0.0% Q2 2026 Jul 21, 2026
Midwest Financial Network, LLC History No change 71,656 3,610 2.47% 2.47% 430 0 0.0% Q2 2026 Jul 07, 2026
21 West Wealth Management LLC History No change 69,603 3,507 3.0% 3.0% 431 0 0.0% Q2 2026 Jul 13, 2026
Legacy Wealth Partners, LLC History No change 68,834 3,468 0.78% 0.78% 432 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 68,656 3,459 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 13, 2026
ORBA Wealth Advisors, L.L.C. History No change 67,862 3,419 2.92% 2.92% 434 0 0.0% Q2 2026 Jul 23, 2026
Prime Capital Investment Advisors, LLC History No change 67,791 3,415 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 05, 2026
Life Planning Partners, Inc History No change 67,750 3,413 2.54% 2.54% 436 0 0.0% Q2 2026 Jul 21, 2026
Virtue Capital Management, LLC History No change 66,732 3,362 0.45% 0.45% 437 0 0.0% Q2 2026 Aug 05, 2026
Global Financial Private Client, LLC History No change 66,732 3,362 0.91% 0.91% 438 0 0.0% Q2 2026 Jul 20, 2026
TRB Wealth Management, LLC History No change 66,572 3,354 0.45% 0.45% 439 0 0.0% Q2 2026 Aug 11, 2026
TBH Global Asset Management, LLC History No change 66,500 3,350 0.61% 0.61% 440 0 0.0% Q2 2026 Aug 05, 2026
United Asset Strategies, Inc. History No change 66,131 3,332 0.24% 0.24% 441 0 0.0% Q2 2026 Jul 13, 2026
NOVUS ADVISORS, LLC History No change 65,512 3,301 6.88% 6.88% 442 0 0.0% Q2 2026 Jul 27, 2026
Trinity Wealth Management, LLC History No change 65,190 3,284 1.04% 1.04% 443 0 0.0% Q2 2026 Jul 07, 2026
JFS WEALTH ADVISORS, LLC History No change 65,136 3,282 0.16% 0.16% 444 0 0.0% Q2 2026 Jul 10, 2026
World Investment Advisors History No change 69,514 3,263 0.05% 0.05% 445 0 0.0% Q2 2026 Aug 13, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 64,948 3,261 3.08% 4.44% 446 -21,412 -24.79% Q3 2026 Oct 07, 2026
Breakwater Investment Management History No change 64,453 3,247 1.11% 1.11% 447 0 0.0% Q2 2026 Aug 06, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 64,203 3,235 0.43% 0.43% 448 0 0.0% Q2 2026 Jul 13, 2026
Bell Bank History No change 63,641 3,206 0.12% 0.12% 449 0 0.0% Q2 2026 Jul 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 63,574 3,203 1.82% 1.82% 450 0 0.0% Q2 2026 Aug 10, 2026
WLTH Capital Management, LLC History No change 63,454 3,197 2.05% 2.05% 451 0 0.0% Q2 2026 Jul 09, 2026
Mattson Financial Services, LLC History No change 64,306 3,191 0.67% 0.67% 452 0 0.0% Q2 2026 Aug 04, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 63,312 3,190 1.34% 1.34% 453 0 0.0% Q2 2026 Jul 15, 2026
Zhang Financial LLC History No change 63,122 3,180 0.09% 0.09% 454 0 0.0% Q2 2026 Jul 30, 2026
Lunt Capital Management, Inc. History No change 62,030 3,125 1.15% 1.15% 455 0 0.0% Q2 2026 Jul 30, 2026
Gainplan LLC History Added to 61,557 3,090 1.2% 1.1% 456 +6,038 10.88% Q3 2026 Oct 08, 2026
Landmark Wealth Management, LLC History No change 61,101 3,078 0.74% 0.74% 457 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 60,978 3,072 0.21% 0.21% 458 0 0.0% Q2 2026 Aug 05, 2026
Baron Financial Group, LLC History Added to 60,992 3,062 1.49% 1.46% 459 +235 0.39% Q3 2026 Oct 09, 2026
ABLE Financial Group, LLC History No change 60,551 3,051 0.51% 0.51% 460 0 0.0% Q2 2026 Jul 22, 2026
FF Advisors,LLC History No change 60,546 3,050 1.14% 1.14% 461 0 0.0% Q2 2026 Jul 29, 2026
Rehmann Capital Advisory Group History No change 60,188 3,032 0.14% 0.14% 462 0 0.0% Q2 2026 Aug 20, 2026
BROWN ADVISORY INC History No change 60,087 3,027 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 59,426 2,994 0.12% 0.12% 464 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 59,403 2,993 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
Chicago Capital, LLC History No change 58,000 2,922 0.07% 0.07% 466 0 0.0% Q2 2026 Jul 27, 2026
Columbia River Financial Group, LLC History No change 57,031 2,873 1.54% 1.54% 467 0 0.0% Q2 2026 Aug 13, 2026
Opus Capital Group, LLC History No change 56,850 2,865 0.28% 0.28% 468 0 0.0% Q2 2026 Jul 31, 2026
Kohmann Bosshard Financial Services, LLC History No change 56,817 2,862 0.24% 0.24% 469 0 0.0% Q2 2026 Jul 14, 2026
Financial Network Wealth Advisors LLC History No change 56,673 2,855 2.9% 2.9% 470 0 0.0% Q2 2026 Jul 29, 2026
Compound Planning, Inc. History No change 56,054 2,824 0.07% 0.07% 471 0 0.0% Q2 2026 Aug 04, 2026
Perennial Investment Advisors, LLC History No change 55,761 2,809 0.19% 0.19% 472 0 0.0% Q2 2026 Aug 14, 2026
Livet Wealth, LLC History No change 55,447 2,793 1.61% 1.61% 473 0 0.0% Q2 2026 Jul 28, 2026
FIRST MANHATTAN CO. LLC. History No change 54,949 2,768 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 54,662 2,754 0.13% 0.13% 475 0 0.0% Q2 2026 Jul 23, 2026
Caitlin John, LLC History No change 54,609 2,751 1.5% 1.5% 476 0 0.0% Q2 2026 Aug 17, 2026
WATERSHED PRIVATE WEALTH LLC History No change 53,830 2,712 0.76% 0.76% 477 0 0.0% Q2 2026 Jul 17, 2026
Enclave Advisors LLC History No change 53,432 2,692 0.34% 0.34% 478 0 0.0% Q2 2026 Jul 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 53,396 2,690 0.54% 0.54% 479 0 0.0% Q2 2026 Jul 17, 2026
PINNACLE ASSOCIATES LTD History No change 52,854 2,663 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 03, 2026
Econ Financial Services Corp History No change 52,177 2,629 1.23% 1.23% 481 0 0.0% Q2 2026 Jul 23, 2026
Private Wealth Group, LLC History No change 52,122 2,626 1.01% 1.01% 482 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Wealth, LLC History No change 52,043 2,622 0.03% 0.03% 483 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 51,458 2,592 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 51,417 2,590 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 11, 2026
Stablepoint Partners, LLC History No change 51,218 2,580 0.36% 0.36% 486 0 0.0% Q2 2026 Jul 09, 2026
Tilson Financial Group, Inc. History No change 51,159 2,577 0.71% 0.71% 487 0 0.0% Q2 2026 Jul 27, 2026
Total Clarity Wealth Management, Inc. History No change 50,851 2,562 0.5% 0.5% 488 0 0.0% Q2 2026 Jul 23, 2026
Rockbridge Investment Management, LCC History No change 49,663 2,502 0.2% 0.2% 489 0 0.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History No change 48,578 2,447 1.09% 1.09% 490 0 0.0% Q2 2026 Aug 07, 2026
Sherman Asset Management, Inc. History No change 48,543 2,446 1.9% 1.9% 491 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 48,476 2,443 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 47,986 2,418 0.14% 0.14% 493 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 47,171 2,376 0.15% 0.15% 494 0 0.0% Q2 2026 Aug 05, 2026
Carroll Advisory Group, LLC History No change 47,141 2,375 0.78% 0.78% 495 0 0.0% Q2 2026 Jul 23, 2026
INVESTMENT PARTNERS, LTD. History No change 46,998 2,368 0.74% 0.74% 496 0 0.0% Q2 2026 Aug 04, 2026
Worth Financial Advisory Group, LLC History No change 46,369 2,336 0.97% 0.97% 497 0 0.0% Q2 2026 Jul 30, 2026
Andrews Advisory Associates, LLC History No change 45,769 2,306 1.11% 1.11% 498 0 0.0% Q2 2026 Jul 17, 2026
McNaughton Wealth Management, LLC History Added to 45,086 2,263 0.79% 0.78% 499 +1,408 3.22% Q3 2026 Oct 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 44,875 2,261 0.02% 0.02% 500 0 0.0% Q2 2026 Aug 14, 2026
Idaho Trust Co History No change 44,894 2,261 0.66% 0.66% 501 0 0.0% Q2 2026 Aug 06, 2026
ACT Advisors, LLC. History No change 44,171 2,225 0.74% 0.74% 502 0 0.0% Q2 2026 Jul 22, 2026
Comprehensive Money Management Services LLC History No change 44,039 2,219 1.4% 1.4% 503 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 43,830 2,201 0.09% 0.09% 504 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 43,448 2,189 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 12, 2026
IRON Financial LLC History No change 43,264 2,180 0.9% 0.9% 506 0 0.0% Q2 2026 Jul 22, 2026
Tempus Wealth Planning, LLC History No change 43,168 2,175 0.43% 0.43% 507 0 0.0% Q2 2026 Jul 22, 2026
Wedmont Private Capital History Reduced 43,372 2,153 0.05% 0.07% 508 -5,282 -10.86% Q3 2026 Oct 09, 2026
Ascent Group, LLC History No change 42,530 2,143 0.06% 0.06% 509 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 42,182 2,125 0.03% 0.03% 510 0 0.0% Q2 2026 Jul 22, 2026
BALLAST ADVISORS LLC History No change 41,996 2,116 0.5% 0.5% 511 0 0.0% Q2 2026 Aug 12, 2026
Legacy Private Trust Co. History Reduced 41,977 2,107 0.12% 0.12% 512 -138 -0.33% Q3 2026 Oct 06, 2026
MCF Advisors LLC History No change 41,756 2,104 0.08% 0.08% 513 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 41,787 2,103 0.12% 0.12% 514 0 0.0% Q2 2026 Aug 10, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 41,617 2,097 0.19% 0.19% 515 0 0.0% Q2 2026 Jul 09, 2026
FORONJY FINANCIAL LLC History No change 41,600 2,096 0.77% 0.77% 516 0 0.0% Q2 2026 Jul 23, 2026
PCB Capital LLC History No change 41,045 2,068 2.52% 2.52% 517 0 0.0% Q2 2026 Jul 20, 2026
TKG Advisors, LLC History No change 40,569 2,044 0.71% 0.71% 518 0 0.0% Q2 2026 Jul 27, 2026
Barnes Wealth Management Group, Inc History No change 40,578 2,044 0.95% 0.95% 519 0 0.0% Q2 2026 Jul 24, 2026
Bill Few Associates, Inc. History No change 40,448 2,038 0.43% 0.43% 520 0 0.0% Q2 2026 Jul 07, 2026
NORTHERN TRUST CORP History No change 40,297 2,030 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
PCG Wealth Advisors, LLC History No change 40,104 2,020 0.45% 0.45% 522 0 0.0% Q2 2026 Aug 03, 2026
BESSEMER GROUP INC History No change 39,992 2,015 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Retirement, LLC History No change 39,732 2,002 0.11% 0.11% 524 0 0.0% Q2 2026 Aug 12, 2026
Clarkston Capital Partners, LLC History No change 39,500 1,990 0.17% 0.17% 525 0 0.0% Q2 2026 Aug 11, 2026
Roan Capital Partners History Added to 39,070 1,961 1.44% 1.58% 527 +1,169 3.08% Q3 2026 Oct 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 38,916 1,961 0.37% 0.37% 526 0 0.0% Q2 2026 Aug 06, 2026
Krilogy Financial LLC History No change 38,456 1,937 0.06% 0.06% 528 0 0.0% Q2 2026 Jul 27, 2026
Composition Wealth, LLC History No change 38,206 1,925 0.02% 0.02% 529 0 0.0% Q2 2026 Jul 22, 2026
PW ADVISORS, LLC \ FL History No change 38,066 1,918 1.28% 1.28% 530 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 38,031 1,916 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 37,687 1,899 0.25% 0.25% 532 0 0.0% Q2 2026 Aug 04, 2026
Maridea Wealth Management LLC History No change 37,637 1,896 0.21% 0.21% 533 0 0.0% Q2 2026 Aug 06, 2026
Black Diamond Financial, LLC History No change 37,445 1,886 0.17% 0.17% 534 0 0.0% Q2 2026 Aug 04, 2026
Hibernia Wealth Partners, LLC History No change 36,901 1,859 1.01% 1.01% 535 0 0.0% Q2 2026 Jul 23, 2026
Confluence Wealth Services, Inc. History No change 36,884 1,858 0.05% 0.05% 536 0 0.0% Q2 2026 Jul 22, 2026
Realta Investment Advisors History No change 36,822 1,855 0.58% 0.58% 537 0 0.0% Q2 2026 Jul 20, 2026
Sanchez Gaunt Capital Management, LLC History No change 36,684 1,848 1.03% 1.03% 538 0 0.0% Q2 2026 Aug 14, 2026
River Street Advisors LLC History No change 36,533 1,840 0.54% 0.54% 539 0 0.0% Q2 2026 Jul 21, 2026
WealthPoint Financial, LLC History No change 35,888 1,808 1.32% 1.32% 540 0 0.0% Q2 2026 Aug 06, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 35,731 1,800 0.67% 0.67% 541 0 0.0% Q2 2026 Jul 21, 2026
Eagle Strategies LLC History No change 35,688 1,798 0.18% 0.18% 542 0 0.0% Q2 2026 Jul 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 35,571 1,792 0.05% 0.05% 543 0 0.0% Q2 2026 Aug 10, 2026
Fullerton Advisors, LLC History No change 35,468 1,787 1.67% 1.67% 544 0 0.0% Q2 2026 Jul 27, 2026
DAGCO, INC. History No change 35,368 1,782 0.33% 0.33% 545 0 0.0% Q2 2026 Jul 10, 2026
Great Diamond Partners, LLC History No change 35,354 1,781 0.31% 0.31% 546 0 0.0% Q2 2026 Jul 17, 2026
Sigma Planning Corp History No change 34,698 1,748 0.04% 0.04% 547 0 0.0% Q2 2026 Aug 07, 2026
DRAVO BAY LLC History No change 34,657 1,746 0.6% 0.6% 548 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History No change 34,525 1,739 0.11% 0.11% 549 0 0.0% Q2 2026 Jul 23, 2026
Laurel Wealth Planning LLC History No change 34,318 1,729 0.77% 0.77% 550 0 0.0% Q2 2026 Jul 30, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 34,226 1,724 2.63% 2.63% 551 0 0.0% Q2 2026 Jul 16, 2026
USAdvisors Wealth Management, LLC History No change 34,113 1,718 0.49% 0.49% 552 0 0.0% Q2 2026 Jul 29, 2026
Ridgewood Investments LLC History Reduced 34,007 1,707 0.63% 0.69% 553 -2,509 -6.87% Q3 2026 Oct 05, 2026
True North Advisors, LLC History No change 33,820 1,704 0.16% 0.16% 554 0 0.0% Q2 2026 Jul 22, 2026
CORDA Investment Management, LLC. History No change 33,531 1,689 0.1% 0.1% 555 0 0.0% Q2 2026 Aug 06, 2026
FreeGulliver LLC History No change 33,523 1,689 0.6% 0.6% 556 0 0.0% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History No change 33,457 1,685 0.08% 0.08% 557 0 0.0% Q2 2026 Jul 16, 2026
MBM WEALTH CONSULTANTS, LLC History No change 33,319 1,678 0.32% 0.32% 558 0 0.0% Q2 2026 Jul 24, 2026
Bison Wealth, LLC History No change 33,023 1,678 0.15% 0.15% 559 0 0.0% Q2 2026 Jul 07, 2026
Wealthcare Capital Partners, LLC History No change 32,681 1,646 0.68% 0.68% 560 0 0.0% Q2 2026 Jul 09, 2026
Blue Capital, Inc. History No change 32,403 1,632 1.04% 1.04% 561 0 0.0% Q2 2026 Aug 11, 2026
Sterling Wealth Management, Inc. History No change 32,378 1,631 0.41% 0.41% 562 0 0.0% Q2 2026 Jul 30, 2026
Altrius Capital Management Inc History No change 32,312 1,628 0.31% 0.31% 563 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 32,122 1,618 0.05% 0.05% 564 0 0.0% Q2 2026 Aug 05, 2026
Legacy Edge Advisors, LLC History No change 32,096 1,617 0.15% 0.15% 565 0 0.0% Q2 2026 Aug 11, 2026
Goldstein Advisors, LLC History No change 32,058 1,615 0.15% 0.15% 566 0 0.0% Q2 2026 Jul 20, 2026
Narus Financial Partners, LLC History No change 32,002 1,612 0.41% 0.41% 567 0 0.0% Q2 2026 Jul 31, 2026
Lido Advisors, LLC History No change 31,703 1,597 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 07, 2026
GERMAN AMERICAN BANCORP, INC. History No change 31,453 1,584 0.12% 0.12% 569 0 0.0% Q2 2026 Aug 06, 2026
Keystone Wealth Services, LLC History No change 31,440 1,584 0.29% 0.29% 570 0 0.0% Q2 2026 Aug 05, 2026
Noble Wealth Partners LLC History No change 31,378 1,581 1.37% 1.37% 571 0 0.0% Q2 2026 Jul 24, 2026
Voya Financial Advisors, Inc. History No change 31,515 1,578 0.14% 0.14% 572 0 0.0% Q2 2026 Aug 12, 2026
Hills Bank & Trust Co History No change 31,024 1,563 0.07% 0.07% 573 0 0.0% Q2 2026 Aug 10, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 30,692 1,546 0.23% 0.23% 574 0 0.0% Q2 2026 Jul 20, 2026
RED REEF ADVISORS LLC History No change 30,566 1,540 1.42% 1.42% 575 0 0.0% Q2 2026 Jul 23, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 30,419 1,532 0.11% 0.11% 576 0 0.0% Q2 2026 Aug 03, 2026
Sound Income Strategies, LLC History No change 30,420 1,532 0.07% 0.07% 577 0 0.0% Q2 2026 Jul 20, 2026
Outlook Wealth Advisors, LLC History No change 30,356 1,527 0.33% 0.33% 578 0 0.0% Q2 2026 Aug 03, 2026
Paladin Advisory Group, LLC History No change 30,320 1,527 1.01% 1.01% 579 0 0.0% Q2 2026 Jul 28, 2026
Independent Wealth Network Inc. History No change 30,283 1,525 0.39% 0.39% 580 0 0.0% Q2 2026 Jul 20, 2026
Detalus Advisors, LLC History No change 30,157 1,519 0.3% 0.3% 581 0 0.0% Q2 2026 Jul 27, 2026
Forefront Wealth Partners, LLC History No change 29,779 1,500 0.46% 0.46% 582 0 0.0% Q2 2026 Aug 20, 2026
FIRST TRUST ADVISORS LP History No change 29,679 1,495 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 29,450 1,484 0.09% 0.09% 584 0 0.0% Q2 2026 Jul 29, 2026
October Effect Ltd History No change 29,345 1,478 1.39% 1.39% 585 0 0.0% Q2 2026 Jul 21, 2026
Wallace Advisory Group, LLC History No change 29,148 1,468 1.38% 1.38% 586 0 0.0% Q2 2026 Aug 03, 2026
WORLD EQUITY GROUP, INC. History No change 28,884 1,455 0.33% 0.33% 587 0 0.0% Q2 2026 Jul 09, 2026
Vericrest Private Wealth History No change 28,839 1,453 1.29% 1.29% 588 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 28,500 1,436 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 14, 2026
Seaside Wealth Management, Inc. History No change 28,186 1,420 0.35% 0.35% 590 0 0.0% Q2 2026 Aug 05, 2026
Alliance Wealth Advisors, LLC /UT History No change 27,846 1,403 0.26% 0.26% 591 0 0.0% Q2 2026 Jul 23, 2026
Tannin Capital LLC History No change 27,785 1,400 0.92% 0.92% 592 0 0.0% Q2 2026 Aug 04, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 27,764 1,399 0.23% 0.23% 593 0 0.0% Q2 2026 Aug 04, 2026
Peirce Capital Management, LLC History No change 27,760 1,398 0.51% 0.51% 594 0 0.0% Q2 2026 Jul 10, 2026
NATIXIS ADVISORS, LLC History No change 27,706 1,396 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
Brand Asset Management Group, Inc. History No change 27,614 1,391 0.31% 0.31% 596 0 0.0% Q2 2026 Aug 12, 2026
Seneca Financial Advisors LLC History No change 27,361 1,378 0.36% 0.36% 597 0 0.0% Q2 2026 Jul 27, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 27,117 1,366 0.05% 0.05% 598 0 0.0% Q2 2026 Aug 13, 2026
Kelman-Lazarov, Inc. History No change 26,793 1,350 0.18% 0.18% 599 0 0.0% Q2 2026 Aug 10, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 26,713 1,346 0.36% 0.36% 600 0 0.0% Q2 2026 Jul 16, 2026
IFG Advisors, LLC History No change 26,548 1,337 0.18% 0.18% 601 0 0.0% Q2 2026 Jul 22, 2026
MidAtlantic Capital Management, Inc. History No change 26,183 1,319 0.82% 0.82% 602 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 26,122 1,316 0.0% 0.0% 603 0 0.0% Q2 2026 Sep 02, 2026
Inspire Advisors, LLC History No change 26,007 1,309 0.09% 0.09% 604 0 0.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 25,859 1,303 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 13, 2026
American Institute for Advanced Investment Management, LLP History No change 25,877 1,303 0.75% 0.75% 606 0 0.0% Q2 2026 Jul 21, 2026
Forvis Mazars Wealth Advisors, LLC History No change 25,713 1,295 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 10, 2026
Petersen Hastings Wealth Advisors Inc. History No change 25,626 1,291 0.11% 0.11% 608 0 0.0% Q2 2026 Jul 17, 2026
CoreCap Advisors, LLC History Reduced 25,541 1,282 0.04% 0.04% 609 -697 -2.66% Q3 2026 Oct 08, 2026
HANCOCK WHITNEY CORP History No change 25,370 1,278 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 14, 2026
GLR Partners, LLC History No change 25,254 1,272 0.59% 0.59% 611 0 0.0% Q2 2026 Jul 27, 2026
WealthCare Investment Partners, LLC History No change 24,811 1,250 0.3% 0.3% 612 0 0.0% Q2 2026 Aug 10, 2026
Vantus Wealth LLC History No change 24,748 1,247 0.67% 0.67% 613 0 0.0% Q2 2026 Aug 07, 2026
Aegis Wealth Management, Inc. History No change 24,454 1,232 0.8% 0.8% 614 0 0.0% Q2 2026 Jul 16, 2026
Regal Investment Advisors LLC History No change 24,379 1,228 0.06% 0.06% 615 0 0.0% Q2 2026 Aug 14, 2026
Cannon Financial Strategists, Inc. History No change 24,362 1,227 0.14% 0.14% 616 0 0.0% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 24,348 1,226 0.05% 0.05% 617 0 0.0% Q2 2026 Aug 10, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 24,125 1,215 0.15% 0.15% 618 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 24,027 1,210 0.39% 0.39% 619 0 0.0% Q2 2026 Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 24,010 1,205 0.81% 0.84% 620 -65 -0.27% Q3 2026 Oct 09, 2026
Fortis Group Advisors, LLC History No change 23,741 1,196 0.19% 0.19% 621 0 0.0% Q2 2026 Jul 24, 2026
BOKF, NA History No change 23,597 1,189 0.02% 0.02% 622 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 23,587 1,188 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 17, 2026
Key FInancial Inc History No change 23,577 1,188 0.19% 0.19% 624 0 0.0% Q2 2026 Jul 24, 2026
Hopwood Nicholas Hunter History No change 23,443 1,181 0.32% 0.32% 625 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 23,258 1,171 0.14% 0.14% 626 0 0.0% Q2 2026 Jul 09, 2026
SFG Wealth Management, LLC. History No change 23,258 1,171 0.42% 0.42% 627 0 0.0% Q2 2026 Jul 22, 2026
Medallion Wealth Advisors, LLC History No change 22,933 1,155 0.36% 0.36% 628 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 22,887 1,153 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 22,468 1,132 0.06% 0.06% 630 0 0.0% Q2 2026 Aug 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 22,437 1,130 0.11% 0.11% 631 0 0.0% Q2 2026 Jul 07, 2026
TOP Private Wealth LLC. History No change 22,120 1,114 1.07% 1.07% 632 0 0.0% Q2 2026 Aug 13, 2026
Rock Point Advisors, LLC History No change 22,047 1,110 0.27% 0.27% 633 0 0.0% Q2 2026 Aug 06, 2026
Barnes Dennig Private Wealth Management LLC History No change 21,975 1,107 0.89% 0.89% 634 0 0.0% Q2 2026 Jul 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 21,857 1,101 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History No change 21,748 1,095 0.06% 0.06% 636 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 21,671 1,092 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 04, 2026
Wealth Advisors Northwest LLC History No change 21,534 1,085 0.37% 0.37% 638 0 0.0% Q2 2026 Jul 14, 2026
Strategic Wealth Partners, Ltd. History No change 21,472 1,081 0.07% 0.07% 639 0 0.0% Q2 2026 Aug 12, 2026
Spectrum Planning & Advisory Services Inc. History No change 21,454 1,081 0.48% 0.48% 640 0 0.0% Q2 2026 Jul 14, 2026
Glen Eagle Advisors, LLC History No change 21,260 1,071 0.14% 0.14% 641 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 21,237 1,070 0.05% 0.05% 642 0 0.0% Q2 2026 Jul 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 21,046 1,060 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 14, 2026
Stegent Equity Advisors, Inc. History No change 20,973 1,056 0.76% 0.76% 644 0 0.0% Q2 2026 Jul 29, 2026
Pacifica Partners Inc. History Added to 21,116 1,053 0.32% 0.28% 645 +2,375 12.67% Q3 2026 Oct 08, 2026
Destiny Capital Corp/CO History No change 20,843 1,050 0.49% 0.49% 646 0 0.0% Q2 2026 Aug 10, 2026
Stratos Investment Management, LLC History No change 20,817 1,049 0.04% 0.04% 647 0 0.0% Q2 2026 Aug 11, 2026
Integris Wealth Management, LLC History No change 20,705 1,043 0.21% 0.21% 648 0 0.0% Q2 2026 Jul 10, 2026
Ridgeline Wealth Planning, LLC History No change 20,580 1,037 0.66% 0.66% 649 0 0.0% Q2 2026 Jul 24, 2026
SeedSafe Financial LLC History No change 20,425 1,028 0.74% 0.74% 650 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 20,263 1,021 0.02% 0.02% 651 0 0.0% Q2 2026 Aug 14, 2026
Canal Capital Management, LLC History No change 20,164 1,016 0.12% 0.12% 652 0 0.0% Q2 2026 Jul 28, 2026
Allen Capital Group, LLC History No change 20,158 1,015 0.08% 0.08% 653 0 0.0% Q2 2026 Jul 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 20,086 1,012 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 28, 2026
Uptown Financial Advisors LLC History No change 20,066 1,011 0.67% 0.67% 655 0 0.0% Q2 2026 Jul 10, 2026
Redwood Financial Network Corp History No change 20,063 1,010 0.56% 0.56% 656 0 0.0% Q2 2026 Aug 07, 2026
Strategic Blueprint, LLC History No change 19,946 1,005 0.05% 0.05% 657 0 0.0% Q2 2026 Jul 23, 2026
Schwallier Wealth Management LLC History No change 19,935 1,004 0.63% 0.63% 658 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 19,685 991 0.12% 0.12% 659 0 0.0% Q2 2026 Jul 22, 2026
FWG Investments, LLC. History No change 19,634 989 0.52% 0.52% 660 0 0.0% Q2 2026 Jul 28, 2026
Financial Strategies Group, Inc. History No change 19,396 968 0.15% 0.15% 661 0 0.0% Q2 2026 Aug 10, 2026
Thompson David Blair History No change 19,110 962 0.48% 0.48% 662 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 19,061 960 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 13, 2026
WealthShield Partners, LLC History No change 19,021 958 0.15% 0.15% 664 0 0.0% Q2 2026 Aug 12, 2026
Resurgent Financial Advisors LLC History No change 18,920 953 0.27% 0.27% 665 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 18,818 948 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 18,808 947 0.02% 0.02% 667 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 18,776 946 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 28, 2026
BALANCED WEALTH GROUP LLC History No change 18,743 944 0.3% 0.3% 669 0 0.0% Q2 2026 Aug 10, 2026
M Holdings Securities, Inc. History No change 18,509 928 0.13% 0.13% 670 0 0.0% Q2 2026 Aug 11, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 18,385 926 0.5% 0.5% 671 0 0.0% Q2 2026 Aug 11, 2026
Professional Financial Advisors, LLC History No change 18,321 923 0.16% 0.16% 672 0 0.0% Q2 2026 Jul 09, 2026
McKinley Carter Wealth Services, Inc. History No change 18,206 917 0.05% 0.05% 673 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 18,133 913 0.17% 0.17% 674 0 0.0% Q2 2026 Jul 20, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 18,076 910 0.01% 0.01% 675 0 0.0% Q2 2026 Jul 20, 2026
Rooted Wealth Advisors, Inc. History No change 18,062 910 0.22% 0.22% 676 0 0.0% Q2 2026 Jul 28, 2026
TLWM History Added to 18,121 909 0.14% 0.15% 677 +242 1.35% Q3 2026 Oct 08, 2026
Port Capital LLC History No change 18,000 907 0.04% 0.04% 678 0 0.0% Q2 2026 Aug 14, 2026
WFA of San Diego, LLC History No change 17,273 900 0.74% 0.74% 679 0 0.0% Q2 2026 Aug 14, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 17,880 900 0.61% 0.61% 680 0 0.0% Q2 2026 Aug 07, 2026
McClarren Financial Advisors, Inc. History No change 17,802 897 0.46% 0.46% 681 0 0.0% Q2 2026 Jul 17, 2026
Bolthouse Investments, LLC History No change 17,717 892 0.72% 0.72% 682 0 0.0% Q2 2026 Aug 11, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 17,703 892 0.25% 0.25% 683 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 17,521 882 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 16,933 882 0.05% 0.05% 685 0 0.0% Q2 2026 Aug 14, 2026
Lumbard & Kellner, LLC History No change 17,381 875 0.27% 0.27% 686 0 0.0% Q2 2026 Aug 06, 2026
Orcam Financial Group History No change 17,365 875 0.43% 0.43% 687 0 0.0% Q2 2026 Aug 13, 2026
Clark Asset Management, LLC History No change 17,382 875 0.07% 0.07% 688 0 0.0% Q2 2026 Jul 07, 2026
Banco Santander, S.A. History No change 17,058 859 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 29, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 16,973 855 0.3% 0.3% 690 0 0.0% Q2 2026 Aug 11, 2026
Stone Summit Wealth LLC History No change 16,919 852 0.22% 0.22% 691 0 0.0% Q2 2026 Jul 23, 2026
BANK OF HAWAII History No change 16,835 848 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 13, 2026
E6 Portfolios, LLC History No change 16,848 848 0.68% 0.68% 693 0 0.0% Q2 2026 Aug 10, 2026
Leverty Financial Group, LLC History Reduced 16,870 847 0.15% 0.17% 694 -648 -3.7% Q3 2026 Oct 08, 2026
PFG Advisors History No change 16,804 846 0.04% 0.04% 695 0 0.0% Q2 2026 Jul 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 16,720 842 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 28, 2026
Ellevest, Inc. History No change 19,180 841 0.1% 0.1% 697 0 0.0% Q2 2026 Aug 10, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 16,730 840 0.16% 0.2% 698 -2,011 -10.73% Q3 2026 Oct 05, 2026
Maia Wealth LLC History No change 16,566 834 0.12% 0.12% 699 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 16,530 832 0.05% 0.05% 700 0 0.0% Q2 2026 Aug 10, 2026
Newport Capital Group, LLC History No change 16,360 824 0.46% 0.46% 701 0 0.0% Q2 2026 Jul 21, 2026
CALTON & ASSOCIATES, INC. History No change 16,288 820 0.12% 0.12% 702 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 16,540 817 0.02% 0.02% 703 0 0.0% Q2 2026 Jul 29, 2026
BSW Wealth Partners History No change 16,192 815 0.09% 0.09% 704 0 0.0% Q2 2026 Jul 15, 2026
Fisher Asset Management, LLC History No change 16,166 814 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 04, 2026
Morrissey Wealth Management, LLC History No change 16,072 812 0.51% 0.51% 706 0 0.0% Q2 2026 Oct 05, 2026
Summit Financial Strategies, Inc. History No change 16,103 811 0.06% 0.06% 707 0 0.0% Q2 2026 Jul 24, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 16,050 808 0.21% 0.21% 708 0 0.0% Q2 2026 Jul 13, 2026
Wealthfront Advisers LLC History No change 16,025 807 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 07, 2026
Acropolis Investment Management, LLC History No change 15,923 799 0.03% 0.03% 710 0 0.0% Q3 2026 Oct 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 15,842 798 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 23, 2026
Bernicke Wealth Management, Ltd. History No change 15,776 794 0.09% 0.09% 712 0 0.0% Q2 2026 Aug 11, 2026
South Shore Capital Advisors History No change 15,705 791 0.53% 0.53% 713 0 0.0% Q2 2026 Jul 30, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 15,640 788 0.07% 0.07% 714 0 0.0% Q2 2026 Jul 09, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 15,604 786 0.2% 0.2% 715 0 0.0% Q2 2026 Jul 24, 2026
Western Reserve Capital Management, LLC History No change 15,558 783 0.58% 0.58% 716 0 0.0% Q2 2026 Jul 21, 2026
RMR Wealth Builders History No change 15,517 781 0.05% 0.05% 717 0 0.0% Q2 2026 Jul 24, 2026
Kraft, Davis & Associates, LLC History No change 15,742 779 0.16% 0.16% 718 0 0.0% Q2 2026 Jul 09, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 15,369 774 0.05% 0.05% 719 0 0.0% Q2 2026 Jul 24, 2026
Pacific Park Financial, Inc. History No change 15,136 762 0.44% 0.44% 720 0 0.0% Q2 2026 Jul 21, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 15,100 761 0.06% 0.06% 721 0 0.0% Q2 2026 Jul 09, 2026
Wilmington Savings Fund Society, FSB History No change 15,079 759 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 14,917 758 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 27, 2026
CogentBlue Wealth Advisors, LLC History No change 15,062 758 0.43% 0.43% 724 0 0.0% Q2 2026 Jul 16, 2026
Empower Advisory Group, LLC History No change 15,015 756 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 12, 2026
Inscription Capital, LLC History No change 14,968 754 0.07% 0.07% 726 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 14,908 751 0.04% 0.04% 727 0 0.0% Q2 2026 Jul 15, 2026
Cedar Point Capital Partners, LLC History No change 14,867 749 0.43% 0.43% 728 0 0.0% Q2 2026 Jul 27, 2026
Upper Left Wealth Management, LLC History No change 14,837 747 0.41% 0.41% 729 0 0.0% Q2 2026 Jul 14, 2026
PKS Advisory Services, LLC History No change 14,821 746 0.12% 0.12% 730 0 0.0% Q2 2026 Aug 04, 2026
Prospect Financial Group LLC History No change 14,742 742 0.6% 0.6% 731 0 0.0% Q2 2026 Aug 06, 2026
LANE BROTHERS & CO INC History No change 14,643 737 0.48% 0.48% 732 0 0.0% Q2 2026 Aug 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 14,625 736 0.52% 0.52% 733 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 14,509 731 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 28, 2026
Aletheian Wealth Advisors LLC History Reduced 14,524 729 0.29% 0.31% 735 -1 -0.01% Q3 2026 Oct 08, 2026
Cape Investment Advisory, Inc. History No change 14,436 727 0.19% 0.19% 736 0 0.0% Q2 2026 Jul 23, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 14,445 727 0.07% 0.07% 737 0 0.0% Q2 2026 Jul 22, 2026
Hershey Financial Advisers, LLC History No change 14,405 725 0.52% 0.52% 738 0 0.0% Q2 2026 Aug 11, 2026
Yoder Wealth Management, Inc. History No change 14,300 720 0.28% 0.28% 739 0 0.0% Q2 2026 Jul 22, 2026
CARDIFF PARK ADVISORS, LLC History No change 14,187 714 0.06% 0.06% 740 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 14,028 706 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 13,887 699 0.08% 0.08% 742 0 0.0% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History No change 13,853 698 0.28% 0.28% 743 0 0.0% Q2 2026 Jul 27, 2026
BCK Partners, Inc. History No change 13,794 695 0.34% 0.34% 744 0 0.0% Q2 2026 Jul 17, 2026
Acorn Wealth Advisors, LLC History No change 13,578 684 0.17% 0.17% 745 0 0.0% Q2 2026 Jul 30, 2026
CAPITAL ADVISORS INC/OK History No change 13,485 679 0.01% 0.01% 746 0 0.0% Q2 2026 Jul 22, 2026
McAdam, LLC History No change 13,429 676 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 04, 2026
Astoria Strategic Wealth, Inc. History No change 13,344 672 0.15% 0.15% 748 0 0.0% Q2 2026 Jul 16, 2026
STOCK YARDS BANK & TRUST CO History No change 13,305 670 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 19, 2026
Belleair Asset Management, LLC History No change 13,291 669 0.56% 0.56% 750 0 0.0% Q2 2026 Jul 15, 2026
Claro Advisors Inc. History No change 13,185 664 0.07% 0.07% 751 0 0.0% Q2 2026 Jul 30, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 13,084 659 0.16% 0.16% 752 0 0.0% Q2 2026 Jul 09, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 13,047 657 0.55% 0.55% 753 0 0.0% Q2 2026 Jul 24, 2026
Shepherd Financial Partners LLC History No change 12,998 654 0.05% 0.05% 754 0 0.0% Q2 2026 Aug 10, 2026
Evanson Financial, LLC History No change 12,997 654 0.03% 0.03% 755 0 0.0% Q2 2026 Jul 07, 2026
Altus Wealth Group LLC History No change 12,976 653 0.24% 0.24% 756 0 0.0% Q2 2026 Jul 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 12,911 650 0.09% 0.09% 757 0 0.0% Q2 2026 Jul 20, 2026
Copper Harbor Investment Advisors, LLC History No change 12,890 649 0.14% 0.14% 758 0 0.0% Q2 2026 Jul 23, 2026
Nicholas Hoffman & Company, LLC. History No change 12,861 648 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 04, 2026
Family Legacy, Inc. History No change 12,811 645 0.17% 0.17% 760 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 12,766 643 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 05, 2026
Lantz Financial LLC History No change 12,741 642 0.12% 0.12% 762 0 0.0% Q2 2026 Jul 09, 2026
SteelPeak Wealth, LLC History No change 12,760 642 0.02% 0.02% 763 0 0.0% Q2 2026 Jul 13, 2026
UMB Bank, n.a. History No change 12,682 639 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 12,696 639 0.06% 0.06% 765 0 0.0% Q2 2026 Jul 22, 2026
Quantum Financial Planning Services, Inc. History No change 12,693 639 0.2% 0.2% 766 0 0.0% Q2 2026 Jul 15, 2026
Ruggiero Investments, Inc. History No change 12,507 630 0.53% 0.53% 767 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History No change 12,477 628 0.09% 0.09% 768 0 0.0% Q2 2026 Aug 10, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 12,473 628 0.42% 0.42% 769 0 0.0% Q2 2026 Jul 22, 2026
Impact Partnership Wealth, LLC History No change 12,374 623 0.06% 0.06% 770 0 0.0% Q2 2026 Jul 29, 2026
TOWNSQUARE CAPITAL LLC History No change 12,329 621 0.11% 0.11% 771 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 12,272 618 0.03% 0.03% 772 0 0.0% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History No change 12,240 616 0.01% 0.01% 773 0 0.0% Q2 2026 Jul 20, 2026
TIAA Wealth Investment Management LLC History No change 12,270 614 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History No change 12,148 612 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 29, 2026
Sequent Asset Management, LLC History No change 12,129 611 0.26% 0.26% 776 0 0.0% Q2 2026 Jul 21, 2026
BURNEY CO/ History No change 12,033 606 0.02% 0.02% 777 0 0.0% Q2 2026 Jul 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 11,981 603 0.07% 0.07% 778 0 0.0% Q2 2026 Jul 20, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 11,985 603 0.35% 0.35% 779 0 0.0% Q2 2026 Jul 21, 2026
Gryphon Financial Partners LLC History No change 11,886 598 0.05% 0.05% 780 0 0.0% Q2 2026 Aug 05, 2026
FSA Advisors, Inc. History No change 11,844 596 0.27% 0.27% 781 0 0.0% Q2 2026 Aug 17, 2026
Cassilly Financial Group LLC History Reduced 11,850 594 0.4% 0.47% 783 -912 -7.15% Q3 2026 Oct 07, 2026
Hurley Capital, LLC History No change 11,795 594 0.31% 0.31% 782 0 0.0% Q2 2026 Aug 10, 2026
WealthPlan Investment Management, LLC History No change 11,734 591 0.03% 0.03% 784 0 0.0% Q2 2026 Jul 28, 2026
Intrua Financial, LLC History No change 11,725 590 0.05% 0.05% 785 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 11,632 586 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 11,462 577 0.45% 0.45% 787 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 11,418 575 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 11,421 575 0.01% 0.01% 789 0 0.0% Q2 2026 Jul 28, 2026
Redwood Investment Management, LLC History No change 11,407 575 0.06% 0.06% 790 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 20,719 574 0.05% 0.05% 791 0 0.0% Q2 2026 Aug 14, 2026
VISIONARY HORIZONS, LLC History No change 11,339 571 0.24% 0.24% 792 0 0.0% Q2 2026 Jul 16, 2026
Retirement Planning Group, LLC History No change 11,274 568 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 05, 2026
Intrepid Financial Planning Group LLC History No change 11,274 568 0.19% 0.19% 794 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 11,244 566 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 04, 2026
Howard Capital Management Group, LLC History No change 11,200 564 0.03% 0.03% 796 0 0.0% Q2 2026 Jul 16, 2026
Ameritas Advisory Services, LLC History No change 11,177 563 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 11,153 562 0.11% 0.11% 798 0 0.0% Q2 2026 Aug 17, 2026
LINCOLN CAPITAL CORP History No change 11,143 561 0.18% 0.18% 799 0 0.0% Q2 2026 Jul 16, 2026
Guardian Asset Advisors, LLC History No change 11,138 561 0.26% 0.26% 800 0 0.0% Q2 2026 Jul 21, 2026
Clark Capital Management Group, Inc. History No change 11,076 558 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 11, 2026
KPP Advisory Services LLC History No change 11,082 558 0.07% 0.07% 802 0 0.0% Q2 2026 Jul 24, 2026
DELTA FINANCIAL ADVISORS LLC History No change 11,020 555 0.13% 0.13% 803 0 0.0% Q2 2026 Aug 05, 2026
4WEALTH ADVISORS, INC. History No change 11,051 553 0.42% 0.42% 804 0 0.0% Q2 2026 Jul 17, 2026
SMITH, MOORE & CO. History No change 10,955 552 0.04% 0.04% 805 0 0.0% Q2 2026 Aug 12, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 10,986 551 0.36% 0.38% 806 -152 -1.36% Q3 2026 Oct 06, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 10,912 549 0.05% 0.05% 807 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,796 544 0.04% 0.04% 808 0 0.0% Q2 2026 Aug 04, 2026
Advance Capital Management, Inc. History No change 10,711 539 0.02% 0.02% 809 0 0.0% Q2 2026 Aug 12, 2026
Stillwater Private Wealth, LLC History No change 10,315 535 0.35% 0.35% 810 0 0.0% Q2 2026 Aug 13, 2026
Portland Financial Advisors Inc History No change 10,574 532 0.97% 0.97% 811 0 0.0% Q2 2026 Aug 10, 2026
Onyx Bridge Wealth Group LLC History No change 10,419 525 0.05% 0.05% 812 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 10,369 522 0.03% 0.03% 813 0 0.0% Q2 2026 Jul 30, 2026
Bravias Capital Group, LLC History No change 10,271 517 0.31% 0.31% 814 0 0.0% Q2 2026 Jul 30, 2026
XTX Topco Ltd History No change 10,166 512 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 10,166 512 0.02% 0.02% 816 0 0.0% Q2 2026 Jul 31, 2026
Prasad Wealth Partners, LLC History No change 10,168 512 0.12% 0.12% 817 0 0.0% Q2 2026 Jul 29, 2026
LVZ, Inc. History No change 10,112 509 0.05% 0.05% 818 0 0.0% Q2 2026 Jul 09, 2026
Plan A Wealth LLC History Reduced 10,134 508 0.18% 0.25% 820 -1,513 -12.99% Q3 2026 Oct 08, 2026
May Hill Capital, LLC History No change 10,096 508 0.11% 0.11% 819 0 0.0% Q2 2026 Aug 07, 2026
Sensible Money, LLC History No change 10,011 504 0.13% 0.13% 821 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 9,912 499 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 31, 2026
Orographic Financial Advisors, LLC History No change 9,562 496 0.33% 0.33% 823 0 0.0% Q2 2026 Aug 13, 2026
M1 Capital Management LLC History No change 9,790 493 0.18% 0.18% 824 0 0.0% Q2 2026 Aug 11, 2026
Main Street Financial Solutions, LLC History No change 9,772 492 0.03% 0.03% 825 0 0.0% Q2 2026 Aug 07, 2026
OakTrust Wealth Advisors, LLC History No change 9,751 491 0.42% 0.42% 826 0 0.0% Q2 2026 Aug 06, 2026
Keel Point, LLC History No change 9,655 486 0.03% 0.03% 827 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 9,630 485 0.05% 0.05% 828 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 9,630 485 0.01% 0.01% 829 0 0.0% Q2 2026 Jul 23, 2026
Vermillion & White Wealth Management Group, LLC History No change 9,614 484 0.24% 0.24% 830 0 0.0% Q2 2026 Aug 18, 2026
GWN SECURITIES INC. History No change 9,600 483 0.08% 0.08% 831 0 0.0% Q2 2026 Aug 05, 2026
Richard W. Paul & Associates, LLC History No change 9,564 481 0.15% 0.15% 832 0 0.0% Q2 2026 Aug 10, 2026
TME FINANCIAL, INC. History No change 9,535 480 0.3% 0.3% 833 0 0.0% Q2 2026 Jul 23, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 9,510 479 0.28% 0.28% 834 0 0.0% Q2 2026 Jul 28, 2026
Alta Wealth Advisors LLC History No change 9,450 476 0.13% 0.13% 835 0 0.0% Q2 2026 Jul 30, 2026
GW&K Investment Management, LLC History No change 9,414 474 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 12, 2026
MBL Wealth, LLC History No change 9,375 472 0.03% 0.03% 837 0 0.0% Q2 2026 Jul 15, 2026
Spinnaker Investment Group, LLC History No change 9,362 471 0.08% 0.08% 838 0 0.0% Q2 2026 Jul 10, 2026
United Advisor Group, LLC History No change 9,356 471 0.05% 0.05% 839 0 0.0% Q2 2026 Jul 29, 2026
Clarity Capital Advisors, LLC History No change 9,309 469 0.2% 0.2% 840 0 0.0% Q2 2026 Jul 13, 2026
Valeo Financial Advisors, LLC History Added to 18,713 468 0.01% 0.01% 841 +719 4.0% Q3 2026 Oct 08, 2026
CCG WEALTH MANAGEMENT, LLC History No change 9,225 464 0.11% 0.11% 842 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,186 462 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 23, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 9,178 462 0.04% 0.04% 844 0 0.0% Q2 2026 Jul 14, 2026
Elmwood Wealth Management, Inc. History No change 9,160 461 0.12% 0.12% 845 0 0.0% Q2 2026 Jul 07, 2026
WEALTHGARDEN F.S. LLC History No change 9,162 461 0.26% 0.26% 846 0 0.0% Q2 2026 Jul 31, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 9,081 457 0.04% 0.04% 847 0 0.0% Q2 2026 Jul 28, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 9,031 453 0.29% 0.3% 848 0 0.0% Q3 2026 Oct 07, 2026
Freedom Investment Management, Inc. History No change 8,965 451 0.13% 0.13% 849 0 0.0% Q2 2026 Aug 10, 2026
REAP Financial Group, LLC History No change 8,962 451 0.08% 0.08% 850 0 0.0% Q2 2026 Aug 04, 2026
Bright Futures Wealth Management, LLC. History No change 8,939 450 0.29% 0.29% 851 0 0.0% Q2 2026 Jul 24, 2026
MSH Capital Advisors LLC History No change 8,933 450 0.08% 0.08% 852 0 0.0% Q2 2026 Aug 10, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 8,891 448 0.17% 0.17% 853 0 0.0% Q2 2026 Jul 30, 2026
Urban Financial Advisory Corp History No change 8,758 441 0.12% 0.12% 854 0 0.0% Q2 2026 Aug 06, 2026
Insight Advisors, LLC/ PA History No change 8,740 440 0.08% 0.08% 855 0 0.0% Q2 2026 Aug 05, 2026
Perigon Wealth Management, LLC History No change 8,694 438 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 07, 2026
Azimuth Capital Investment Management LLC History No change 8,701 438 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 12, 2026
Moisand Fitzgerald Tamayo, LLC History No change 8,682 437 0.04% 0.04% 858 0 0.0% Q2 2026 Jul 13, 2026
Veery Capital, LLC History Reduced 8,668 435 0.12% 0.12% 859 -41 -0.47% Q3 2026 Oct 07, 2026
PCM Encore, LLC History No change 8,651 435 0.08% 0.08% 860 0 0.0% Q2 2026 Aug 11, 2026
Richard P Slaughter Associates Inc History No change 8,557 431 0.08% 0.08% 861 0 0.0% Q2 2026 Jul 13, 2026
ASPIRIANT, LLC History No change 8,493 428 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 8,488 427 0.02% 0.02% 863 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 8,476 427 0.01% 0.01% 864 0 0.0% Q2 2026 Jul 22, 2026
OMNI 360 Wealth, Inc. History No change 8,484 427 0.2% 0.2% 865 0 0.0% Q2 2026 Jul 13, 2026
EverSource Wealth Advisors, LLC History No change 8,430 424 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 24, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 8,358 421 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 05, 2026
TopTier Wealth Management, LLC History No change 8,297 418 0.25% 0.25% 868 0 0.0% Q2 2026 Jul 14, 2026
Clear Harbor Asset Management, LLC History No change 8,224 414 0.03% 0.03% 869 0 0.0% Q2 2026 Aug 12, 2026
Investments & Financial Planning, LLC History No change 8,231 414 0.2% 0.2% 870 0 0.0% Q2 2026 Aug 12, 2026
Caprock Group, LLC History No change 8,178 412 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 27, 2026
ROCKLAND TRUST CO History New 8,171 410 0.02% — 872 +8,171 New Q3 2026 Oct 05, 2026
OARSMAN CAPITAL, INC. History No change 8,131 409 0.04% 0.04% 873 0 0.0% Q2 2026 Aug 07, 2026
Three Seasons Wealth, LLC History No change 8,101 408 0.04% 0.04% 874 0 0.0% Q2 2026 Aug 13, 2026
Vantage Point Financial LLC History No change 8,092 407 0.12% 0.12% 875 0 0.0% Q2 2026 Aug 14, 2026
XY Planning Network, Inc. History No change 7,999 403 0.05% 0.05% 876 0 0.0% Q2 2026 Jul 14, 2026
A4 Wealth Advisors LLC History No change 7,996 402 0.27% 0.27% 877 0 0.0% Q2 2026 Jul 28, 2026
Madden Advisory Services, Inc. History No change 7,947 400 0.14% 0.14% 878 0 0.0% Q2 2026 Aug 04, 2026
Morton Brown Family Wealth, LLC History No change 7,956 400 0.09% 0.09% 879 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 7,930 399 0.02% 0.02% 880 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Family Advisors, LLC History No change 7,919 399 0.17% 0.17% 881 0 0.0% Q2 2026 Aug 14, 2026
Traction Financial Partners, LLC History No change 7,935 399 0.21% 0.21% 882 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History No change 7,908 398 0.01% 0.01% 883 0 0.0% Q2 2026 Jul 10, 2026
Focus Financial Network, Inc. History No change 7,801 393 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 09, 2026
OLIO Financial Planning History No change 7,781 392 0.1% 0.1% 885 0 0.0% Q2 2026 Jul 17, 2026
Gross & Hartman Investments LLC History No change 7,797 392 0.17% 0.17% 886 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 7,764 391 0.01% 0.01% 887 0 0.0% Q2 2026 Jul 17, 2026
Accel Wealth Management History No change 7,681 387 0.09% 0.09% 888 0 0.0% Q2 2026 Jul 10, 2026
Cassaday & Co Wealth Management LLC History No change 7,667 386 0.01% 0.01% 889 0 0.0% Q2 2026 Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management History No change 7,642 385 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 7,627 384 0.07% 0.07% 891 0 0.0% Q2 2026 Jul 21, 2026
WNY Asset Management, LLC History No change 7,619 383 0.03% 0.03% 892 0 0.0% Q2 2026 Aug 17, 2026
Kelly Financial Services LLC History No change 7,604 383 0.08% 0.08% 893 0 0.0% Q2 2026 Jul 14, 2026
Meridian Financial Advisors, LLC History No change 7,614 383 0.18% 0.18% 894 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 7,588 382 0.03% 0.03% 895 0 0.0% Q2 2026 Jul 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 7,556 380 0.09% 0.09% 896 0 0.0% Q2 2026 Sep 02, 2026
Oakwell Private Wealth Management, LLC History No change 7,550 380 0.06% 0.06% 897 0 0.0% Q2 2026 Aug 03, 2026
Forza Wealth Management, LLC History No change 7,545 380 0.12% 0.12% 898 0 0.0% Q2 2026 Jul 17, 2026
Foundation Wealth Management, LLC\PA History No change 7,459 375 0.11% 0.11% 899 0 0.0% Q2 2026 Jul 21, 2026
Keebeck Wealth Management History No change 7,421 373 0.04% 0.04% 900 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 7,395 372 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 03, 2026
Argent Trust Co History No change 7,348 370 0.01% 0.01% 902 0 0.0% Q2 2026 Aug 06, 2026
Prosperity Financial Group, Inc. History No change 7,305 368 0.11% 0.11% 903 0 0.0% Q2 2026 Jul 28, 2026
MA Private Wealth History No change 7,240 364 0.05% 0.05% 904 0 0.0% Q2 2026 Jul 28, 2026
Baker Avenue Asset Management, LP History No change 7,159 360 0.01% 0.01% 905 0 0.0% Q2 2026 Jul 28, 2026
REDW Wealth LLC History No change 7,158 360 0.13% 0.13% 906 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 7,108 359 0.05% 0.1% 908 -6,581 -48.08% Q3 2026 Oct 08, 2026
WESBANCO BANK INC History No change 7,128 359 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 28, 2026
Accurate Wealth Management, LLC History No change 7,125 357 0.03% 0.03% 909 0 0.0% Q2 2026 Jul 14, 2026
HBE Wealth Management, LLC History No change 7,096 357 0.26% 0.26% 910 0 0.0% Q2 2026 Jul 13, 2026
Financial Plan, Inc. History No change 7,047 355 0.03% 0.03% 911 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 7,011 353 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 24, 2026
Gibson Capital, LLC History No change 7,002 352 0.06% 0.06% 913 0 0.0% Q2 2026 Aug 13, 2026
Armbruster Capital Management, Inc. History No change 7,002 352 0.05% 0.05% 914 0 0.0% Q2 2026 Jul 16, 2026
Checchi Capital Advisers, LLC History No change 6,949 350 0.02% 0.02% 915 0 0.0% Q2 2026 Aug 04, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,956 350 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 14, 2026
Innova Wealth Partners History No change 6,953 350 0.14% 0.14% 917 0 0.0% Q2 2026 Jul 15, 2026
Warren Street Wealth Advisors, LLC History No change 6,943 349 0.08% 0.08% 918 0 0.0% Q2 2026 Jul 22, 2026
Revere Asset Management, Inc History No change 6,941 349 0.13% 0.13% 919 0 0.0% Q2 2026 Sep 14, 2026
Colonial Trust Co / SC History No change 6,945 349 0.04% 0.04% 920 0 0.0% Q2 2026 Aug 11, 2026
Balentine LLC History No change 6,906 348 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 06, 2026
J2 Capital Management Inc History No change 6,895 347 0.23% 0.23% 922 0 0.0% Q2 2026 Jul 20, 2026
NOTTINGHAM ADVISORS, INC. History No change 7,055 346 0.04% 0.04% 923 0 0.0% Q2 2026 Jul 27, 2026
Smith Salley Wealth Management History No change 6,880 346 0.02% 0.02% 924 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 6,828 344 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 6,882 344 0.01% 0.01% 926 0 0.0% Q2 2026 Jul 15, 2026
Yoffe Investment Management, LLC History No change 6,841 344 0.39% 0.39% 927 0 0.0% Q2 2026 Jul 09, 2026
MW ADVISORY, LLC History No change 6,846 344 0.14% 0.14% 928 0 0.0% Q2 2026 Aug 07, 2026
DMC Group, LLC History No change 6,826 343 0.24% 0.24% 929 0 0.0% Q2 2026 Jul 28, 2026
Strategic Investment Advisors / MI History No change 6,775 341 0.02% 0.02% 930 0 0.0% Q2 2026 Aug 14, 2026
Anson Capital, Inc. History No change 6,733 339 0.22% 0.22% 931 0 0.0% Q2 2026 Jul 29, 2026
Lodestone Wealth Management LLC History No change 6,714 338 0.12% 0.12% 932 0 0.0% Q2 2026 Jul 23, 2026
Austin Wealth Management, LLC History No change 6,864 338 0.07% 0.07% 933 0 0.0% Q2 2026 Jul 22, 2026
HMV Wealth Advisors, LLC History No change 6,705 337 0.13% 0.13% 934 0 0.0% Q2 2026 Jul 13, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 6,676 335 0.24% 0.3% 936 -1,013 -13.17% Q3 2026 Oct 09, 2026
Linscomb Wealth, Inc. History No change 6,662 335 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 31, 2026
Castle Rock Wealth Management, LLC History No change 6,724 334 0.07% 0.07% 937 0 0.0% Q2 2026 Jul 07, 2026
MB Generational Wealth, LLC History No change 6,603 332 0.16% 0.16% 938 0 0.0% Q2 2026 Jul 31, 2026
Legacy Bridge, LLC History No change 6,585 331 0.1% 0.1% 939 0 0.0% Q2 2026 Aug 13, 2026
PETERSON WEALTH MANAGEMENT History No change 6,582 331 0.15% 0.15% 940 0 0.0% Q2 2026 Jul 30, 2026
Plan Group Financial, LLC History No change 6,554 330 0.07% 0.07% 941 0 0.0% Q2 2026 Aug 03, 2026
Russell Investments Group, Ltd. History No change 6,548 329 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 06, 2026
Capital Advantage, Inc. History No change 6,526 328 0.04% 0.04% 943 0 0.0% Q2 2026 Jul 13, 2026
AssuredPartners Investment Advisors, LLC History No change 6,468 325 0.03% 0.03% 944 0 0.0% Q2 2026 Aug 10, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 6,444 324 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 28, 2026
GHP Investment Advisors, Inc. History No change 6,426 323 0.01% 0.01% 946 0 0.0% Q2 2026 Jul 17, 2026
Transce3nd, LLC History No change 6,373 320 2.82% 2.82% 947 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,331 319 0.0% 0.0% 948 0 0.0% Q2 2026 Sep 23, 2026
K2 Financial Inc. History No change 6,287 319 0.23% 0.23% 949 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA SECURITIES, LLC History No change 6,267 315 0.03% 0.03% 950 0 0.0% Q2 2026 Aug 14, 2026
Retirement Investment Advisors, Inc. History No change 6,385 315 0.02% 0.02% 951 0 0.0% Q2 2026 Jul 15, 2026
DIVERSIFIED MANAGEMENT INC History No change 6,258 314 0.05% 0.07% 952 0 0.0% Q3 2026 Oct 08, 2026
Midwest Financial Partners Investments, Inc. History No change 6,270 314 0.12% 0.13% 953 0 0.0% Q3 2026 Oct 08, 2026
Ethic Inc. History No change 6,198 312 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 29, 2026
Independence Bank of Kentucky History No change 6,096 307 0.03% 0.03% 955 0 0.0% Q2 2026 Jul 13, 2026
Moran Wealth Management, LLC History No change 6,092 306 0.01% 0.01% 956 0 0.0% Q2 2026 Aug 05, 2026
Wolff Financial Management LLC History No change 6,071 305 0.06% 0.06% 957 0 0.0% Q2 2026 Jul 16, 2026
American Trust History No change 6,066 305 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 14, 2026
Tevis Investment Management History No change 6,035 304 0.17% 0.17% 959 0 0.0% Q2 2026 Aug 05, 2026
Empirical Asset Management, LLC History No change 6,025 303 0.07% 0.07% 960 0 0.0% Q2 2026 Aug 10, 2026
Manchester Capital Management LLC History No change 6,010 302 0.04% 0.04% 961 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History No change 6,011 302 0.03% 0.03% 962 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 6,100 302 0.11% 0.11% 963 0 0.0% Q2 2026 Jul 28, 2026
New Perspectives, Inc History No change 5,990 301 0.09% 0.09% 964 0 0.0% Q2 2026 Jul 22, 2026
CITY HOLDING CO History No change 5,970 300 0.03% 0.03% 965 0 0.0% Q2 2026 Jul 10, 2026
Buck Wealth Strategies, LLC History No change 5,971 300 0.03% 0.03% 966 0 0.0% Q2 2026 Jul 30, 2026
Tandem Investment Partners LLC History No change 5,889 296 0.23% 0.23% 967 0 0.0% Q2 2026 Jul 27, 2026
Mission Financial Group, LLC History No change 5,873 295 0.24% 0.24% 968 0 0.0% Q2 2026 Aug 12, 2026
Wealth Architects, LLC History No change 5,836 294 0.02% 0.02% 969 0 0.0% Q2 2026 Jul 23, 2026
Tranquility Partners, LLC History No change 5,761 290 0.1% 0.1% 970 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Advisors Inc. History No change 5,747 289 0.05% 0.05% 971 0 0.0% Q2 2026 Jul 16, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 5,749 289 0.09% 0.09% 972 0 0.0% Q2 2026 Jul 15, 2026
Keystone Financial Services History No change 5,718 288 0.07% 0.07% 973 0 0.0% Q2 2026 Aug 05, 2026
Colonial River Investments, LLC History No change 5,710 287 0.08% 0.08% 974 0 0.0% Q2 2026 Jul 24, 2026
Root Financial Partners, LLC History No change 5,704 287 0.01% 0.01% 975 0 0.0% Q2 2026 Jul 29, 2026
Copley Financial Group, Inc. History No change 5,676 286 0.17% 0.17% 976 0 0.0% Q2 2026 Aug 11, 2026
Telos Capital Management, Inc. History No change 5,589 281 0.02% 0.02% 977 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 5,541 279 0.07% 0.07% 978 0 0.0% Q2 2026 Aug 14, 2026
Shoker Investment Counsel, Inc. History No change 5,524 278 0.07% 0.07% 979 0 0.0% Q2 2026 Aug 10, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 5,522 278 0.08% 0.08% 980 0 0.0% Q2 2026 Jul 31, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,512 277 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 31, 2026
Beverly Hills Private Wealth, LLC History No change 5,497 276 0.05% 0.05% 982 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 5,469 275 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 5,477 275 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 5,460 275 0.01% 0.01% 985 0 0.0% Q2 2026 Jul 28, 2026
Clarity Retirement & Wealth, LLC History No change 5,447 274 0.19% 0.19% 986 0 0.0% Q2 2026 Jul 30, 2026
Premier Private Wealth Management LLC History No change 5,395 271 0.24% 0.24% 987 0 0.0% Q2 2026 Aug 13, 2026
Ballast Financial Advisors LLC History No change 5,384 271 0.25% 0.25% 988 0 0.0% Q2 2026 Aug 13, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 5,367 269 0.03% 0.03% 989 0 0.0% Q3 2026 Oct 08, 2026
Aspen Wealth Management LLC History No change 5,332 268 0.05% 0.05% 990 0 0.0% Q2 2026 Jul 31, 2026
Madison Wealth Partners, Inc History No change 5,282 266 0.03% 0.03% 991 0 0.0% Q2 2026 Aug 12, 2026
Pine Valley Investments Ltd Liability Co History No change 5,285 266 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 24, 2026
KLCM Advisors, Inc. History No change 5,261 265 0.02% 0.02% 993 0 0.0% Q2 2026 Aug 06, 2026
JMG Financial Group, Ltd. History No change 5,271 265 0.01% 0.01% 994 0 0.0% Q2 2026 Jul 31, 2026
Parkway Wealth Management Group, LLC History No change 5,262 265 0.03% 0.03% 995 0 0.0% Q2 2026 Jul 27, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 5,236 263 0.07% 0.07% 996 0 0.0% Q2 2026 Jul 24, 2026
Prospera Financial Services Inc History No change 5,184 261 0.0% 0.0% 997 0 0.0% Q2 2026 Jul 15, 2026
MASECO LLP History No change 5,197 261 0.01% 0.01% 998 0 0.0% Q2 2026 Aug 05, 2026
Financial Solutions Advisory Group, Inc. History No change 5,230 261 0.03% 0.03% 999 0 0.0% Q2 2026 Jul 13, 2026
Financial Advisors Network, Inc. History No change 5,160 260 0.03% 0.03% 1000 0 0.0% Q2 2026 Aug 14, 2026
Richardson Capital Management LLC History No change 5,077 255 0.11% 0.11% 1001 0 0.0% Q2 2026 Jul 17, 2026
UPTICK PARTNERS, LLC History No change 5,067 255 0.04% 0.04% 1002 0 0.0% Q2 2026 Aug 10, 2026
Francis Financial, Inc. History No change 5,025 253 0.04% 0.04% 1003 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 5,144 253 0.02% 0.02% 1004 0 0.0% Q2 2026 Jul 29, 2026
Core Wealth Management, Inc. History No change 5,001 252 0.07% 0.07% 1005 0 0.0% Q2 2026 Jul 29, 2026
Align Financial, LLC History No change 5,020 252 0.13% 0.13% 1006 0 0.0% Q2 2026 Jul 27, 2026
Financial Futures Ltd Liability Co. History No change 4,947 249 0.09% 0.09% 1007 0 0.0% Q2 2026 Jul 27, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 4,941 249 0.07% 0.07% 1008 0 0.0% Q2 2026 Jul 16, 2026
BXM Wealth LLC History No change 4,952 249 0.14% 0.14% 1009 0 0.0% Q2 2026 Jul 24, 2026
Falcon Wealth Planning History No change 4,941 248 0.02% 0.02% 1010 0 0.0% Q2 2026 Jul 13, 2026
High Net Worth Advisory Group LLC History No change 4,907 247 0.05% 0.05% 1011 0 0.0% Q2 2026 Jul 29, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 4,904 247 0.03% 0.03% 1012 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 4,888 246 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4,898 246 0.03% 0.03% 1014 0 0.0% Q2 2026 Jul 27, 2026
Schorn Wealth LLC History No change 4,887 246 0.06% 0.06% 1015 0 0.0% Q2 2026 Jul 31, 2026
Strive Financial Group ,LLC History No change 4,880 245 0.11% 0.11% 1016 0 0.0% Q2 2026 Aug 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 4,807 242 0.02% 0.02% 1017 0 0.0% Q2 2026 Sep 02, 2026
MATHER GROUP, LLC. History No change 4,793 241 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 27, 2026
Soltis Investment Advisors LLC History No change 4,783 241 0.01% 0.01% 1019 0 0.0% Q2 2026 Jul 31, 2026
Manuka Financial, LLC History No change 4,785 241 0.13% 0.13% 1020 0 0.0% Q2 2026 Jul 31, 2026
Callan Family Office, LLC History No change 4,769 240 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 11, 2026
Advisors Capital Management, LLC History No change 4,745 239 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 11, 2026
Castleview Partners, LLC History No change 4,735 238 0.1% 0.1% 1023 0 0.0% Q2 2026 Jul 20, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 4,717 237 0.04% 0.04% 1024 0 0.0% Q2 2026 Jul 09, 2026
Wilson & Boucher Capital Management, LLC History No change 4,700 236 0.14% 0.14% 1025 0 0.0% Q2 2026 Aug 18, 2026
Rialto Wealth Management, LLC History No change 4,669 235 0.05% 0.05% 1026 0 0.0% Q2 2026 Aug 11, 2026
Demars Financial Group, LLC History No change 4,624 233 0.06% 0.06% 1027 0 0.0% Q2 2026 Jul 21, 2026
Roof Eidam Maycock Peralta, LLC History No change 4,565 230 0.05% 0.05% 1028 0 0.0% Q2 2026 Jul 24, 2026
Formidable Asset Management, LLC History No change 5,060 230 0.04% 0.04% 1029 0 0.0% Q2 2026 Jul 17, 2026
Advisor Resource Council History No change 4,533 230 0.06% 0.06% 1030 0 0.0% Q2 2026 Jul 28, 2026
Ballast, Inc. History No change 4,550 229 0.04% 0.04% 1031 0 0.0% Q2 2026 Jul 10, 2026
Cogent Private Wealth, Inc. History No change 4,555 229 0.14% 0.14% 1032 0 0.0% Q2 2026 Aug 05, 2026
Bouchey Financial Group, Ltd. History No change 4,540 228 0.01% 0.01% 1033 0 0.0% Q2 2026 Jul 27, 2026
Summit Investment Advisory Services, LLC History No change 4,533 228 0.06% 0.06% 1034 0 0.0% Q2 2026 Jul 24, 2026
ROMANO BROTHERS AND COMPANY History No change 4,519 227 0.02% 0.02% 1035 0 0.0% Q2 2026 Jul 21, 2026
SHAKER INVESTMENTS LLC/OH History No change 4,524 227 0.08% 0.08% 1036 0 0.0% Q2 2026 Jul 15, 2026
Red Door Wealth Management, LLC History No change 4,496 226 0.02% 0.02% 1037 0 0.0% Q2 2026 Jul 13, 2026
Global View Capital Management LLC History No change 4,502 226 0.05% 0.05% 1038 0 0.0% Q2 2026 Jul 23, 2026
Rench Wealth Management, Inc. History No change 4,481 225 0.06% 0.06% 1039 0 0.0% Q2 2026 Aug 14, 2026
ETF Store, Inc. History No change 4,447 224 0.19% 0.19% 1040 0 0.0% Q2 2026 Jul 29, 2026
ELEVATUS WELATH MANAGEMENT History No change 4,456 224 0.05% 0.05% 1041 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 4,414 222 0.0% 0.0% 1042 0 0.0% Q2 2026 Jul 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,409 222 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 21, 2026
Trust Co History No change 4,411 222 0.02% 0.02% 1044 0 0.0% Q2 2026 Jul 10, 2026
CX Institutional History No change 4,430 222 0.01% 0.01% 1045 0 0.0% Q3 2026 Oct 02, 2026
CacheTech Inc. History No change 4,382 220 0.04% 0.04% 1046 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 4,360 219 0.01% 0.01% 1047 0 0.0% Q2 2026 Jul 17, 2026
Core Wealth Advisors, Inc. History No change 4,330 218 0.04% 0.04% 1048 0 0.0% Q2 2026 Aug 11, 2026
Intelligence Driven Advisers, LLC History No change 4,342 218 0.04% 0.04% 1049 0 0.0% Q3 2026 Oct 09, 2026
JMN Financial LLC History No change 4,331 218 0.17% 0.17% 1050 0 0.0% Q2 2026 Aug 10, 2026
Napier Financial, LLC History No change 4,308 217 0.05% 0.05% 1051 0 0.0% Q2 2026 Jul 31, 2026
Ironwood Financial, llc History No change 4,387 216 0.03% 0.03% 1052 0 0.0% Q2 2026 Jul 17, 2026
NorthRock Partners, LLC History No change 4,291 216 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 11, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 4,265 214 0.02% 0.02% 1054 0 0.0% Q2 2026 Jul 16, 2026
Beacon Financial Advisory LLC History No change 4,263 214 0.04% 0.04% 1055 0 0.0% Q2 2026 Aug 05, 2026
Bull Harbor Capital LLC History No change 4,258 214 0.04% 0.04% 1056 0 0.0% Q2 2026 Aug 10, 2026
Heritage Family Offices, LLP History No change 4,236 213 0.08% 0.08% 1057 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 4,236 213 0.08% 0.08% 1058 0 0.0% Q2 2026 Jul 06, 2026
Capital CS Group, LLC History No change 4,208 212 0.17% 0.17% 1059 0 0.0% Q2 2026 Aug 12, 2026
LM Advisors LLC History No change 4,213 212 0.02% 0.02% 1060 0 0.0% Q2 2026 Aug 12, 2026
Tenzing Financial LLC History No change 4,152 211 0.14% 0.14% 1061 0 0.0% Q2 2026 Jul 09, 2026
CPC Advisors, LLC History No change 4,168 210 0.03% 0.03% 1062 0 0.0% Q2 2026 Jul 24, 2026
Trek Financial, LLC History No change 4,165 209 0.01% 0.01% 1063 0 0.0% Q2 2026 Aug 13, 2026
Emergent Wealth Advisors, LLC History No change 4,143 208 0.11% 0.11% 1064 0 0.0% Q3 2026 Oct 08, 2026
Ledyard National Bank History No change 4,092 206 0.02% 0.02% 1065 0 0.0% Q2 2026 Jul 16, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,108 206 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 31, 2026
CarsonAllaria Wealth Management, Ltd. History No change 4,101 206 0.09% 0.09% 1067 0 0.0% Q2 2026 Jul 28, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 4,107 206 0.08% 0.08% 1068 0 0.0% Q2 2026 Jul 28, 2026
Copia Wealth Management History No change 4,071 205 0.12% 0.12% 1069 0 0.0% Q2 2026 Aug 17, 2026
Chris Bulman Inc History No change 4,065 204 0.07% 0.07% 1070 0 0.0% Q2 2026 Jul 22, 2026
Per Stirling Capital Management, LLC. History No change 4,038 203 0.02% 0.02% 1071 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 4,460 203 0.03% 0.03% 1072 0 0.0% Q2 2026 Aug 03, 2026
RAINIER FAMILY WEALTH INC History No change 4,021 202 0.11% 0.11% 1073 0 0.0% Q2 2026 Jul 15, 2026
Integrated Advisors Network LLC History No change 3,994 201 0.01% 0.01% 1074 0 0.0% Q2 2026 Aug 11, 2026
Algorithmic Investment Models, LLC History No change 4,000 201 0.23% 0.23% 1075 0 0.0% Q2 2026 Aug 07, 2026
CATALYST PRIVATE WEALTH, LLC History No change 4,000 201 0.1% 0.1% 1076 0 0.0% Q2 2026 Jul 21, 2026
SYON CAPITAL LLC History No change 3,997 201 0.01% 0.01% 1077 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Managment, LLC/ID History No change 3,997 201 0.08% 0.08% 1078 0 0.0% Q2 2026 Aug 13, 2026
Lavaca Capital LLC History No change 3,628 182 0.02% 0.02% 1079 0 0.0% Q2 2026 Aug 14, 2026
Orion Capital Management LLC History No change 3,627 182 0.06% 0.06% 1080 0 0.0% Q2 2026 Aug 17, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 3,250 163 0.01% 0.01% 1081 0 0.0% Q2 2026 Jul 16, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 3,215 162 0.07% 0.07% 1082 0 0.0% Q2 2026 Jul 13, 2026
Hoese & Co LLP History No change 3,211 161 0.1% 0.1% 1083 0 0.0% Q2 2026 Jul 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 3,192 160 0.07% 0.07% 1084 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,112 156 0.01% 0.01% 1085 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 3,095 155 0.08% 0.08% 1086 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 3,070 154 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 14, 2026
Winch Advisory Services, LLC History No change 3,075 154 0.03% 0.03% 1088 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 3,045 153 0.02% 0.02% 1089 0 0.0% Q2 2026 Jul 27, 2026
Planning Strategies Inc. History Added to 2,949 148 0.09% 0.09% 1090 +1 0.03% Q3 2026 Oct 02, 2026
Graney & King, LLC History No change 2,854 143 0.05% 0.05% 1091 0 0.0% Q2 2026 Aug 07, 2026
Morling Financial Advisors, LLC History No change 2,801 141 0.04% 0.04% 1092 0 0.0% Q2 2026 Aug 06, 2026
Coston, McIsaac & Partners History No change 2,813 141 0.03% 0.03% 1093 0 0.0% Q2 2026 Aug 12, 2026
Addison Advisors LLC History No change 2,780 140 0.07% 0.07% 1094 0 0.0% Q2 2026 Aug 10, 2026
Gould Capital, LLC History No change 2,765 139 0.08% 0.08% 1095 0 0.0% Q2 2026 Aug 07, 2026
Front Row Advisors LLC History No change 2,657 136 0.04% 0.04% 1096 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 2,695 135 0.0% 0.0% 1097 0 0.0% Q2 2026 Jul 15, 2026
Abound Wealth Management History No change 2,673 134 0.03% 0.03% 1098 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,678 134 0.01% 0.01% 1099 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 2,531 127 0.02% 0.02% 1100 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 2,498 125 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 2,489 125 0.06% 0.06% 1102 0 0.0% Q2 2026 Jul 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,463 124 0.01% 0.01% 1103 0 0.0% Q2 2026 Jul 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,416 121 0.01% 0.01% 1104 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Trust, LLC History No change 2,421 121 0.02% 0.02% 1105 0 0.0% Q2 2026 Aug 06, 2026
Brooklyn FI, LLC History No change 2,430 121 0.02% 0.02% 1106 0 0.0% Q2 2026 Aug 04, 2026
WEBSTER BANK, N. A. History No change 2,368 119 0.01% 0.01% 1107 0 0.0% Q2 2026 Jul 20, 2026
Strengthening Families & Communities, LLC History No change 2,364 119 0.03% 0.03% 1108 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 2,287 115 0.0% 0.0% 1109 0 0.0% Q2 2026 Aug 17, 2026
MeadowBrook Investment Advisors LLC History No change 2,270 114 0.09% 0.09% 1110 0 0.0% Q2 2026 Jul 20, 2026
Transamerica Financial Advisors, LLC History No change 2,274 114 0.01% 0.01% 1111 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 2,209 111 0.01% 0.01% 1112 0 0.0% Q2 2026 Jul 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,184 110 0.0% 0.0% 1113 0 0.0% Q2 2026 Jul 24, 2026
Financial Gravity Companies, Inc. History No change 2,140 107 0.02% 0.02% 1114 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 2,141 107 0.08% 0.08% 1115 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 2,101 105 0.03% 0.03% 1116 0 0.0% Q2 2026 Jul 22, 2026
Accent Capital Management, LLC History No change 2,000 100 0.04% 0.04% 1117 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 1,993 100 0.04% 0.04% 1118 0 0.0% Q2 2026 Aug 10, 2026
Crewe Advisors LLC History No change 1,953 98 0.01% 0.01% 1119 0 0.0% Q2 2026 Jul 23, 2026
American Capital Advisory, LLC History No change 1,900 95 0.03% 0.03% 1120 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 1,788 90 0.0% 0.0% 1121 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,816 90 0.01% 0.01% 1122 0 0.0% Q2 2026 Jul 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,751 88 0.0% 0.0% 1123 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 1,766 88 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History No change 1,755 88 0.05% 0.05% 1125 0 0.0% Q2 2026 Aug 07, 2026
AMERIFLEX GROUP, INC. History No change 1,685 84 0.03% 0.03% 1126 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 1,540 77 0.01% 0.01% 1127 0 0.0% Q2 2026 Jul 13, 2026
Keating Financial Advisory Services, Inc. History No change 1,497 75 0.01% 0.01% 1128 0 0.0% Q2 2026 Aug 11, 2026
Sankala Group LLC History No change 1,423 73 0.05% 0.05% 1129 0 0.0% Q2 2026 Aug 18, 2026
Archer Investment Corp History No change 1,435 72 0.01% 0.01% 1130 0 0.0% Q2 2026 Aug 03, 2026
10Elms LLP History No change 1,416 71 0.03% 0.03% 1131 0 0.0% Q2 2026 Aug 14, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,360 68 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 04, 2026
ROGCO, LP History No change 1,246 62 0.02% 0.02% 1133 0 0.0% Q2 2026 Jul 30, 2026
Tidemark, LLC History No change 1,211 61 0.01% 0.01% 1134 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 1,210 60 0.01% 0.01% 1135 0 0.0% Q2 2026 Jul 27, 2026
Cherry Tree Wealth Management, LLC History No change 1,145 57 0.01% 0.01% 1136 0 0.0% Q2 2026 Sep 15, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,133 57 0.03% 0.03% 1137 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 1,075 54 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,040 52 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 30, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,047 52 0.01% 0.01% 1140 0 0.0% Q3 2026 Oct 07, 2026
Colonial Trust Advisors History No change 1,015 51 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 11, 2026
Bruce G. Allen Investments, LLC History No change 996 50 0.03% 0.03% 1142 0 0.0% Q2 2026 Jul 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 955 48 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 13, 2026
GODSEY & GIBB, INC History No change 955 48 0.0% 0.0% 1144 0 0.0% Q2 2026 Jul 13, 2026
Stone House Investment Management, LLC History No change 963 48 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 05, 2026
Investment Research & Advisory Group, Inc. History No change 968 48 0.01% 0.01% 1146 0 0.0% Q2 2026 Jul 23, 2026
BLUELINE ADVISORS LLC History No change 922 46 0.03% 0.03% 1147 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 873 44 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 886 44 0.03% 0.03% 1149 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History No change 874 44 0.02% 0.02% 1150 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 864 43 0.02% 0.02% 1151 0 0.0% Q2 2026 Aug 07, 2026
MilWealth Group LLC History No change 851 42 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 03, 2026
Longview Financial Advisors LLC History No change 850 42 0.02% 0.02% 1153 0 0.0% Q2 2026 Jul 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 839 42 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 07, 2026
Community Bank, N.A. History No change 831 41 0.0% 0.0% 1155 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 800 40 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 10, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 803 40 0.02% 0.02% 1157 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 789 39 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 07, 2026
Frazier Financial Advisors, LLC History No change 788 39 0.02% 0.02% 1159 0 0.0% Q2 2026 Aug 10, 2026
Hamrick Investment Counsel, llc History No change 785 39 0.03% 0.03% 1160 0 0.0% Q2 2026 Aug 13, 2026
Knuff & Co LLC History No change 767 38 0.01% 0.01% 1161 0 0.0% Q2 2026 Aug 10, 2026
RMG Wealth Management LLC History No change 712 36 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 730 36 0.01% 0.01% 1163 0 0.0% Q2 2026 Jul 15, 2026
Beaird Harris Wealth Management, LLC History No change 697 35 0.0% 0.0% 1164 0 0.0% Q2 2026 Jul 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 684 34 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 689 34 0.02% 0.02% 1166 0 0.0% Q2 2026 Aug 07, 2026
Oakmont Advisory Group, LLC History No change 676 34 0.03% 0.03% 1167 0 0.0% Q2 2026 Aug 03, 2026
GGM Financial LLC History No change 630 31 0.01% 0.01% 1168 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 606 30 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 562 28 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 29, 2026
TOTH FINANCIAL ADVISORY CORP History No change 544 27 0.0% 0.0% 1171 0 0.0% Q3 2026 Oct 08, 2026
TD Waterhouse Canada Inc. History No change 550 27 0.0% 0.0% 1172 0 0.0% Q2 2026 Jul 27, 2026
Hanson & Doremus Investment Management History No change 510 26 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 29, 2026
Horizons Wealth Management History New 498 25 0.02% — 1176 +498 New Q3 2026 Oct 05, 2026
StrongBox Wealth, LLC History No change 512 25 0.01% 0.01% 1174 0 0.0% Q2 2026 Jul 23, 2026
Ares Financial Consulting, LLC History No change 511 25 0.02% 0.02% 1175 0 0.0% Q2 2026 Jul 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 474 23 0.01% 0.01% 1177 0 0.0% Q2 2026 Jul 08, 2026
Miller Capital Partners, Inc. History No change 470 23 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 450 22 0.0% 0.0% 1179 0 0.0% Q2 2026 Aug 10, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 441 22 0.01% 0.01% 1180 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 428 21 0.01% 0.01% 1181 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 417 21 0.0% 0.0% 1182 0 0.0% Q2 2026 Sep 15, 2026
Valued Wealth Advisors LLC History No change 427 21 0.01% 0.01% 1183 0 0.0% Q2 2026 Jul 20, 2026
RHL GROUP, LLC History No change 423 21 0.02% 0.02% 1184 0 0.0% Q2 2026 Aug 03, 2026
Atomic Invest LLC History No change 436 21 0.0% 0.0% 1185 0 0.0% Q2 2026 Sep 25, 2026
Tower View Wealth Management LLC History No change 401 20 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 24, 2026
Davis Capital Management History No change 404 20 0.01% 0.01% 1187 0 0.0% Q3 2026 Oct 08, 2026
TSFG, LLC History No change 370 19 0.0% 0.0% 1188 0 0.0% Q2 2026 Jul 23, 2026
1015 Capital Partners, LLC History No change 362 18 0.02% 0.02% 1189 0 0.0% Q2 2026 Jul 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 340 17 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 04, 2026
FINANCIAL CONSULATE, INC History No change 354 17 0.0% 0.0% 1191 0 0.0% Q2 2026 Jul 23, 2026
TFC Financial Management, Inc. History No change 339 17 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 23, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 350 17 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 354 17 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 07, 2026
Topsail Wealth Management, LLC History No change 349 17 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 325 16 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 11, 2026
Penserra Capital Management LLC History No change 306 15 0.0% 0.0% 1197 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 291 14 0.0% 0.0% 1198 0 0.0% Q2 2026 Jul 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 281 14 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History No change 259 13 0.0% 0.0% 1200 0 0.0% Q3 2026 Oct 05, 2026
Pflug Koory, LLC History No change 268 13 0.01% 0.01% 1201 0 0.0% Q2 2026 Jul 21, 2026
PITTENGER & ANDERSON INC History No change 225 11 0.0% 0.0% 1202 0 0.0% Q2 2026 Jul 27, 2026
Robinswood Financial LLC History No change 223 11 0.0% 0.0% 1203 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 207 10 0.0% 0.0% 1204 0 0.0% Q2 2026 Jul 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 216 10 0.0% 0.0% 1205 0 0.0% Q2 2026 Jul 08, 2026
Nemes Rush Group LLC History No change 215 10 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 14, 2026
TOWER TRUST & INVESTMENT Co History No change 216 10 0.01% 0.01% 1207 0 0.0% Q2 2026 Jul 09, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 202 10 0.01% 0.01% 1208 0 0.0% Q2 2026 Jul 09, 2026
Oakworth Capital, Inc. History No change 192 9 0.0% 0.0% 1209 0 0.0% Q2 2026 Jul 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 162 8 0.0% 0.0% 1210 0 0.0% Q2 2026 Jul 22, 2026
Vermillion Wealth Management, Inc. History No change 159 8 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 15, 2026
Main Street Group, LTD History No change 164 8 0.0% 0.0% 1212 0 0.0% Q2 2026 Jul 13, 2026
SIMPLEX TRADING, LLC History No change 120 6 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 12, 2026
Darwin Wealth Management, LLC History No change 111 5 0.0% 0.0% 1214 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 117 5 0.0% 0.0% 1215 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY ADVISORS, INC. History No change 103 5 0.0% 0.0% 1216 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 106 5 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 11, 2026
Networth Advisors, LLC History No change 112 5 0.0% 0.0% 1218 0 0.0% Q2 2026 Jul 22, 2026
Essential Investment Partners LLC History No change 108 5 0.0% 0.0% 1219 0 0.0% Q2 2026 Jul 15, 2026
DHJJ Financial Advisors, Ltd. History No change 97 4 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 24, 2026
Spurstone Advisory Services, LLC History No change 86 4 0.05% 0.05% 1221 0 0.0% Q2 2026 Aug 10, 2026
Redwood Park Advisors LLC History No change 80 4 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 11, 2026
MTM Investment Management, LLC History No change 62 3 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 03, 2026
Bullock Wealth Management Group History No change 68 3 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 19, 2026
CULLEN/FROST BANKERS, INC. History No change 41 2 0.0% 0.0% 1225 0 0.0% Q2 2026 Jul 27, 2026
Tradewinds Capital Management, LLC History No change 44 2 0.0% 0.0% 1226 0 0.0% Q2 2026 Jul 23, 2026
HOEY INVESTMENTS, INC History No change 21 1 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Asset Management, LLC History No change 20 1 0.0% 0.0% 1228 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 24 1 0.0% 0.0% 1229 0 0.0% Q2 2026 Jul 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 34 1 0.0% 0.0% 1230 0 0.0% Q2 2026 Jul 14, 2026
Decker Retirement Planning Inc. History No change 22 1 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 16, 2026
Murphy & Mullick Capital Management Corp History No change 37 1 0.0% 0.0% 1232 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.42% — -32,721 -100.0% Q3 2026 Oct 08, 2026
Avidian Wealth Enterprises, LLC History Closed out 0 0 — 0.01% — -5,009 -100.0% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
SITTNER & NELSON, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Silver Grove Financial Group, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026