SPDR INDEX SHARES FUNDS - SPEM

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 21,397,101 1,107,941 0.65% 0.65% 1 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 18,828,888 974,959 0.13% 0.13% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 17,883,639 926,014 0.21% 0.21% 3 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 11,142,176 576,941 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,425,063 488,029 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 7,221,745 373,941 1.59% 1.59% 6 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,088,993 367,068 0.09% 0.09% 7 0 0.0% Q2 2026 Sep 23, 2026
STATE STREET CORP History No change 5,231,398 270,881 0.01% 0.01% 8 0 0.0% Q2 2026 Sep 22, 2026
Creekmur Asset Management LLC History No change 4,496 232,794 11.26% 11.26% 9 0 0.0% Q2 2026 Aug 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,126,010 213,644 0.74% 0.74% 10 0 0.0% Q2 2026 Aug 10, 2026
Financial Engines Advisors L.L.C. History No change 3,892,454 201,551 0.36% 0.36% 11 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,540,844 183,344 0.18% 0.18% 12 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 3,484,842 180,565 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 3,376,307 174,824 0.21% 0.21% 14 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,360,781 174,021 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investments, LLC History No change 3,348,734 173,397 1.9% 1.9% 16 0 0.0% Q2 2026 Aug 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 2,423,495 125,488 0.94% 0.94% 17 0 0.0% Q2 2026 Aug 05, 2026
UBS Group AG History No change 2,398,745 124,207 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 2,333,463 120,826 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,235,419 115,750 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,148,441 111,245 0.11% 0.11% 21 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,123,055 109,931 0.53% 0.53% 22 0 0.0% Q2 2026 Sep 23, 2026
Betterment LLC History No change 2,099,840 108,730 0.18% 0.18% 23 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,938,678 100,384 0.09% 0.09% 24 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,839,674 95,258 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 1,590,899 82,381 0.1% 0.1% 26 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 1,506,098 77,985 0.13% 0.13% 27 0 0.0% Q2 2026 Jul 30, 2026
Private Advisor Group, LLC History No change 1,382,153 71,567 0.33% 0.33% 28 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 1,335,026 69,130 1.7% 1.7% 29 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 1,302,040 67,419 0.4% 0.4% 30 0 0.0% Q2 2026 Aug 17, 2026
ROYAL BANK OF CANADA History No change 1,265,741 65,540 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 1,258,087 65,138 0.07% 0.07% 32 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 1,166,521 60,402 0.08% 0.08% 33 0 0.0% Q2 2026 Aug 27, 2026
Cassaday & Co Wealth Management LLC History No change 1,110,730 57,513 1.08% 1.08% 34 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 1,112,313 57,083 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 1,092,633 56,576 0.82% 0.82% 36 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 1,032,371 53,456 1.27% 1.27% 37 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 1,002,068 51,887 0.11% 0.11% 38 0 0.0% Q2 2026 Aug 07, 2026
Elm Partners Management LLC History No change 973,914 50,429 1.81% 1.81% 39 0 0.0% Q2 2026 Jul 28, 2026
Stadion Money Management, LLC History No change 940,036 48,675 4.2% 4.2% 40 0 0.0% Q2 2026 Aug 14, 2026
BlueStem Wealth Partners, LLC History No change 885,440 45,848 4.57% 4.57% 41 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 879,360 45,533 0.14% 0.14% 42 0 0.0% Q2 2026 Aug 12, 2026
GREAT LAKES ADVISORS, LLC History No change 878,713 45,499 0.35% 0.35% 43 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 874,783 45,296 0.96% 0.96% 44 0 0.0% Q2 2026 Aug 03, 2026
McNamara Financial Services, Inc. History No change 865,525 44,816 7.73% 7.73% 45 0 0.0% Q2 2026 Jul 22, 2026
Pathstone Holdings, LLC History No change 858,390 44,447 0.13% 0.13% 46 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 839,386 43,463 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 18, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 808,417 41,859 3.94% 3.94% 48 0 0.0% Q2 2026 Jul 14, 2026
JNBA Financial Advisors History No change 796,899 41,263 3.12% 3.12% 49 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 788,100 40,807 0.73% 0.73% 50 0 0.0% Q2 2026 Jul 14, 2026
Integrated Wealth Concepts LLC History No change 785,289 40,662 0.27% 0.27% 51 0 0.0% Q2 2026 Sep 08, 2026
GeoWealth Management, LLC History No change 780,430 40,410 1.27% 1.27% 52 0 0.0% Q2 2026 Jul 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 764,963 39,609 0.63% 0.63% 53 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 739,179 38,274 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 725,002 37,541 0.23% 0.23% 55 0 0.0% Q2 2026 Jul 20, 2026
Capital Asset Advisory Services LLC History No change 711,629 36,848 1.33% 1.33% 56 0 0.0% Q2 2026 Aug 14, 2026
AlphaStar Capital Management, LLC History No change 701,995 36,349 2.31% 2.31% 57 0 0.0% Q2 2026 Jul 30, 2026
Venturi Wealth Management, LLC History No change 700,737 36,284 1.4% 1.4% 58 0 0.0% Q2 2026 Jul 20, 2026
Global Strategic Investment Solutions, LLC History No change 693,186 35,893 3.18% 3.18% 59 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 669,620 34,672 1.25% 1.25% 60 0 0.0% Q2 2026 Jul 21, 2026
MATAURO, LLC History No change 647,952 33,550 4.44% 4.44% 61 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 619,011 32,052 0.04% 0.04% 62 0 0.0% Q2 2026 Jul 29, 2026
Range Advisory, LLC History No change 610,099 31,590 3.76% 3.76% 63 0 0.0% Q2 2026 Sep 02, 2026
Cambridge Investment Research Advisors, Inc. History No change 609,960 31,584 0.07% 0.07% 64 0 0.0% Q2 2026 Jul 27, 2026
VICUS CAPITAL History No change 600,514 31,094 2.01% 2.01% 65 0 0.0% Q2 2026 Aug 05, 2026
CGN Advisors LLC History No change 572,818 29,660 2.17% 2.17% 66 0 0.0% Q2 2026 Jul 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 564,667 29,239 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History No change 535,689 27,737 2.7% 2.7% 68 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 515,162 25,653 0.08% 0.08% 69 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 486,714 25,202 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History No change 485,211 25,124 0.31% 0.31% 71 0 0.0% Q2 2026 Jul 17, 2026
KWB Wealth History No change 476,296 24,662 2.11% 2.11% 72 0 0.0% Q2 2026 Jul 10, 2026
Meeder Advisory Services, Inc. History No change 459,082 23,771 0.87% 0.87% 73 0 0.0% Q2 2026 Aug 07, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 452,274 23,418 1.28% 1.28% 74 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 455,253 23,261 0.04% 0.04% 75 0 0.0% Q2 2026 Jul 15, 2026
BlackRock, Inc. History No change 438,923 22,727 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 435,418 22,545 5.42% 5.42% 77 0 0.0% Q2 2026 Jul 09, 2026
Allen Capital Group, LLC History No change 431,898 22,363 1.82% 1.82% 78 0 0.0% Q2 2026 Jul 27, 2026
Chaney Capital Management, Inc. History No change 429,538 22,241 6.99% 6.99% 79 0 0.0% Q2 2026 Aug 12, 2026
Brio Consultants, LLC History No change 424,043 21,956 2.57% 2.57% 80 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 419,491 21,721 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 13, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 417,135 21,599 7.15% 7.15% 82 0 0.0% Q2 2026 Aug 05, 2026
MA Private Wealth History No change 408,868 21,171 3.15% 3.15% 83 0 0.0% Q2 2026 Jul 28, 2026
Tradewinds Capital Management, LLC History No change 398,992 20,659 3.67% 3.67% 84 0 0.0% Q2 2026 Jul 23, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 434,214 20,325 2.86% 2.86% 85 0 0.0% Q2 2026 Aug 11, 2026
Rodgers & Associates, LTD History No change 387,231 20,050 1.82% 1.82% 86 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL ADVISORS INC/OK History No change 386,241 19,999 0.29% 0.29% 87 0 0.0% Q2 2026 Jul 22, 2026
LPWM LLC History No change 384,456 19,907 4.42% 4.42% 88 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 378,284 19,587 0.75% 0.75% 89 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 370,844 19,202 0.12% 0.12% 90 0 0.0% Q2 2026 Jul 20, 2026
Valmark Advisers, Inc. History No change 370,421 19,180 0.2% 0.2% 91 0 0.0% Q2 2026 Aug 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 365,871 18,944 2.07% 2.07% 92 0 0.0% Q2 2026 Aug 13, 2026
Luken Investment Analytics, LLC History No change 364,088 18,852 6.59% 6.59% 93 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 362,989 18,795 0.29% 0.29% 94 0 0.0% Q2 2026 Aug 06, 2026
N.E.W. Advisory Services LLC History No change 358,906 18,584 1.24% 1.24% 95 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 358,467 18,561 0.27% 0.27% 96 0 0.0% Q2 2026 Jul 27, 2026
Capital Analysts, LLC History No change 355,182 18,392 0.42% 0.42% 97 0 0.0% Q2 2026 Aug 05, 2026
Fort Point Capital Partners LLC History No change 346,612 17,947 1.25% 1.25% 98 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History No change 340,969 17,655 1.71% 1.71% 99 0 0.0% Q2 2026 Jul 20, 2026
Tortoise Investment Management, LLC History No change 336,148 17,405 1.3% 1.3% 100 0 0.0% Q2 2026 Aug 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 329,001 17,035 1.01% 1.01% 101 0 0.0% Q2 2026 Aug 10, 2026
West Wealth Group, LLC History No change 326,406 16,901 2.76% 2.76% 102 0 0.0% Q2 2026 Aug 06, 2026
Financial Strategies Group, Inc. History No change 327,729 16,750 2.67% 2.67% 103 0 0.0% Q2 2026 Aug 10, 2026
OLD MISSION CAPITAL LLC History No change 321,979 16,672 0.26% 0.26% 104 0 0.0% Q2 2026 Aug 14, 2026
Main Management ETF Advisors, LLC History No change 318,850 16,510 0.5% 0.5% 105 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 310,423 16,073 2.61% 2.61% 106 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 310,211 16,062 0.11% 0.11% 107 0 0.0% Q2 2026 Aug 10, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 308,106 15,953 0.39% 0.39% 108 0 0.0% Q2 2026 Jul 31, 2026
KFG WEALTH MANAGEMENT, LLC History No change 307,414 15,917 1.8% 1.8% 109 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial, LLC History No change 303,250 15,702 0.17% 0.17% 110 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 298,336 15,447 0.11% 0.11% 111 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 289,994 15,015 0.31% 0.31% 112 0 0.0% Q2 2026 Aug 06, 2026
FORBES J M & CO LLP History No change 289,824 15,007 1.18% 1.18% 113 0 0.0% Q2 2026 Jul 20, 2026
Grey Fox Wealth Advisors, LLC History No change 289,275 14,978 2.35% 2.35% 114 0 0.0% Q2 2026 Jul 17, 2026
TRUEFG, LLC History No change 279,163 14,455 3.38% 3.38% 115 0 0.0% Q2 2026 Jul 16, 2026
SigFig Wealth Management, LLC History No change 281,548 14,449 0.38% 0.38% 116 0 0.0% Q2 2026 Jul 07, 2026
EP Wealth Advisors, LLC History No change 278,716 14,431 0.06% 0.06% 117 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 275,902 14,286 0.05% 0.05% 118 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 274,080 14,191 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 03, 2026
ERn Financial, LLC History No change 269,872 13,973 2.31% 2.31% 120 0 0.0% Q2 2026 Jul 23, 2026
Brookstone Capital Management History No change 269,555 13,957 0.14% 0.14% 121 0 0.0% Q2 2026 Jul 15, 2026
Cascade Financial Partners, LLC History No change 269,542 13,956 1.21% 1.21% 122 0 0.0% Q2 2026 Aug 04, 2026
VICTORY FINANCIAL GROUP, LLC History No change 264,863 13,714 1.44% 1.44% 123 0 0.0% Q2 2026 Jul 28, 2026
Peak Financial Management, Inc. History No change 264,218 13,681 3.14% 3.14% 124 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 264,017 13,670 0.69% 0.69% 125 0 0.0% Q2 2026 Aug 04, 2026
SENTINEL PENSION ADVISORS, LLC History No change 270,378 13,570 1.78% 1.78% 126 0 0.0% Q2 2026 Jul 23, 2026
Affiance Financial, LLC History No change 261,106 13,520 1.94% 1.94% 127 0 0.0% Q2 2026 Jul 09, 2026
MONECO ADVISORS, LLC History No change 257,782 13,347 0.82% 0.82% 128 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 254,548 13,180 0.18% 0.18% 129 0 0.0% Q2 2026 Aug 12, 2026
Sterneck Capital Management, LLC History No change 254,543 13,180 5.65% 5.65% 130 0 0.0% Q2 2026 Jul 30, 2026
Marathon Strategic Advisors, LLC History No change 252,223 13,060 7.37% 7.37% 131 0 0.0% Q2 2026 Jul 16, 2026
Second Line Capital, LLC History No change 251,929 13,044 2.43% 2.43% 132 0 0.0% Q2 2026 Sep 02, 2026
TRB Wealth Management, LLC History No change 250,072 12,948 1.72% 1.72% 133 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 249,966 12,943 0.08% 0.08% 134 0 0.0% Q2 2026 Aug 14, 2026
WRAPMANAGER INC History No change 248,787 12,882 4.03% 4.03% 135 0 0.0% Q2 2026 Aug 05, 2026
JDM Financial Group LLC History No change 337,825 12,787 4.37% 4.37% 136 0 0.0% Q2 2026 Aug 17, 2026
Perigon Wealth Management, LLC History No change 246,853 12,782 0.2% 0.2% 137 0 0.0% Q2 2026 Aug 07, 2026
Aspire Private Capital, LLC History No change 246,417 12,759 2.64% 2.64% 138 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 239,394 12,395 0.9% 0.9% 139 0 0.0% Q2 2026 Aug 14, 2026
Atlas Private Wealth Advisors History No change 236,625 12,252 2.68% 2.68% 140 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 236,548 12,248 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 233,974 12,115 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 232,523 12,040 4.93% 4.93% 143 0 0.0% Q2 2026 Jul 22, 2026
Moss Adams Wealth Advisors LLC History No change 228,493 11,831 0.74% 0.74% 144 0 0.0% Q2 2026 Jul 27, 2026
Summit Global Investments History No change 227,854 11,798 0.64% 0.64% 145 0 0.0% Q2 2026 Aug 03, 2026
LexAurum Advisors, LLC History No change 225,752 11,689 1.35% 1.35% 146 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD BANCORP History No change 221,699 11,479 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 217,889 11,282 0.11% 0.11% 148 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 216,735 11,222 0.18% 0.18% 149 0 0.0% Q2 2026 Aug 10, 2026
Cobblestone Asset Management LLC History No change 215,928 11,180 4.66% 4.66% 150 0 0.0% Q2 2026 Jul 21, 2026
Revisor Wealth Management LLC History No change 207,927 10,766 2.59% 2.59% 151 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 207,417 10,740 0.34% 0.34% 152 0 0.0% Q2 2026 Jul 31, 2026
Valtinson Bruner Financial Planning LLC History No change 202,052 10,462 2.62% 2.62% 153 0 0.0% Q2 2026 Aug 03, 2026
TPG Financial Advisors, LLC History No change 198,043 10,254 3.06% 3.06% 154 0 0.0% Q2 2026 Aug 10, 2026
Hobart Private Capital, LLC History No change 197,303 10,216 1.75% 1.75% 155 0 0.0% Q2 2026 Jul 06, 2026
Integrated Investment Consultants, LLC History No change 199,176 10,206 2.01% 2.01% 156 0 0.0% Q2 2026 Aug 17, 2026
OneAscent Financial Services LLC History No change 195,981 10,147 0.49% 0.49% 157 0 0.0% Q2 2026 Aug 11, 2026
Aquire Wealth Advisors, LLC History No change 193,566 10,022 2.3% 2.3% 158 0 0.0% Q2 2026 Aug 06, 2026
Values Added Financial LLC History No change 190,398 9,858 3.56% 3.56% 159 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 190,272 9,852 0.08% 0.08% 160 0 0.0% Q2 2026 Jul 17, 2026
Avior Wealth Management, LLC History No change 190,134 9,845 0.26% 0.26% 161 0 0.0% Q2 2026 Jul 07, 2026
HighPoint Advisor Group LLC History No change 186,879 9,676 0.34% 0.34% 162 0 0.0% Q2 2026 Aug 05, 2026
Simplicity Wealth,LLC History No change 185,837 9,622 0.32% 0.32% 163 0 0.0% Q2 2026 Aug 06, 2026
Detalus Advisors, LLC History No change 184,092 9,532 1.86% 1.86% 164 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 177,949 9,214 0.07% 0.07% 165 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 175,993 9,112 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 175,769 9,101 0.09% 0.09% 167 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History No change 174,840 9,053 0.1% 0.1% 168 0 0.0% Q2 2026 Aug 10, 2026
Millington Financial Advisors, LLC History No change 179,874 9,027 3.55% 3.55% 169 0 0.0% Q2 2026 Aug 07, 2026
Trilogy Capital Inc. History No change 173,342 8,975 0.35% 0.35% 170 0 0.0% Q2 2026 Jul 02, 2026
BRIGHTON SECURITIES CORP. History No change 171,243 8,866 3.81% 3.81% 171 0 0.0% Q2 2026 Jul 07, 2026
Portside Wealth Group, LLC History No change 170,496 8,828 1.03% 1.03% 172 0 0.0% Q2 2026 Jul 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 173,260 8,695 0.31% 0.31% 173 0 0.0% Q2 2026 Jul 23, 2026
Melone Private Wealth, LLC History No change 164,377 8,511 3.24% 3.24% 174 0 0.0% Q2 2026 Jul 09, 2026
IFP Advisors, Inc History No change 164,298 8,507 0.15% 0.15% 175 0 0.0% Q2 2026 Jul 20, 2026
Compton Financial Group, LLC History No change 163,486 8,465 1.63% 1.63% 176 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Management, Inc. History No change 163,273 8,454 2.59% 2.59% 177 0 0.0% Q2 2026 Jul 15, 2026
ProVise Management Group, LLC History No change 162,851 8,432 0.57% 0.57% 178 0 0.0% Q2 2026 Aug 03, 2026
Financial Insights, Inc. History No change 161,493 8,362 2.2% 2.2% 179 0 0.0% Q2 2026 Aug 25, 2026
Blueprint Investment Partners LLC History No change 161,149 8,344 0.7% 0.7% 180 0 0.0% Q2 2026 Aug 04, 2026
Fonville Wealth Management LLC History No change 159,842 8,276 1.35% 1.35% 181 0 0.0% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History No change 159,457 8,256 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 13, 2026
Uptown Financial Advisors LLC History No change 155,992 8,077 5.32% 5.32% 183 0 0.0% Q2 2026 Jul 10, 2026
Windsor Capital Management, LLC History No change 155,783 8,066 2.1% 2.1% 184 0 0.0% Q2 2026 Jul 08, 2026
&PARTNERS History No change 155,168 8,034 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 14, 2026
Delta Wealth Advisors LLC History No change 153,984 7,973 5.7% 5.7% 186 0 0.0% Q2 2026 Jul 14, 2026
Western Wealth Management, LLC History No change 153,947 7,971 0.26% 0.26% 187 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History No change 153,497 7,948 3.07% 3.07% 188 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 153,497 7,948 3.08% 3.08% 189 0 0.0% Q2 2026 Jul 06, 2026
Brooklyn FI, LLC History No change 155,359 7,939 1.45% 1.45% 190 0 0.0% Q2 2026 Aug 04, 2026
David Kennon Inc History No change 152,251 7,883 2.6% 2.6% 191 0 0.0% Q2 2026 Jul 22, 2026
TORONTO DOMINION BANK History No change 149,799 7,756 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 149,653 7,749 2.47% 2.47% 193 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL SECURITIES, INC. History No change 148,579 7,693 0.09% 0.09% 194 0 0.0% Q2 2026 Aug 04, 2026
WealthTrak Capital Management LLC History No change 148,106 7,668 5.04% 5.04% 195 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 147,128 7,618 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 03, 2026
Wealth Alliance Advisory Group, LLC History No change 145,057 7,511 1.09% 1.09% 197 0 0.0% Q2 2026 Jul 23, 2026
Optimist Retirement Group LLC History No change 141,757 7,340 2.83% 2.83% 198 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 139,650 7,231 0.15% 0.15% 199 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 138,738 7,183 0.49% 0.49% 200 0 0.0% Q2 2026 Jul 20, 2026
Palatine Hill Wealth Management, LLC History No change 138,505 7,171 5.78% 5.78% 201 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 138,154 7,153 0.09% 0.09% 202 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 137,862 7,138 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 135,630 7,022 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Reduced 135,530 7,015 0.19% 0.21% 205 -2,465 -1.79% Q3 2026 Oct 02, 2026
RFG Advisory, LLC History No change 134,896 6,984 0.11% 0.11% 206 0 0.0% Q2 2026 Jul 15, 2026
VestGen Advisors, LLC History No change 134,413 6,959 0.2% 0.2% 207 0 0.0% Q2 2026 Aug 11, 2026
WBH ADVISORY INC History No change 133,067 6,890 0.46% 0.46% 208 0 0.0% Q2 2026 Aug 05, 2026
FMR LLC History No change 130,979 6,782 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
Mascoma Wealth Management LLC History No change 129,469 6,703 1.24% 1.24% 210 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 129,408 6,700 0.32% 0.32% 211 0 0.0% Q2 2026 Jul 28, 2026
Wolff Financial Management LLC History No change 128,626 6,660 1.33% 1.33% 212 0 0.0% Q2 2026 Jul 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 128,229 6,639 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 19, 2026
Mason & Associates, LLC History No change 127,423 6,597 1.37% 1.37% 214 0 0.0% Q2 2026 Jul 14, 2026
Walsh & Associates, LLC History No change 126,568 6,553 5.35% 5.35% 215 0 0.0% Q2 2026 Jul 21, 2026
ONE Advisory Partners, LLC History No change 126,193 6,534 1.78% 1.78% 216 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 125,625 6,504 3.4% 3.4% 217 0 0.0% Q2 2026 Aug 06, 2026
Kensington Asset Management, LLC History No change 123,770 6,408 0.35% 0.35% 218 0 0.0% Q2 2026 Aug 12, 2026
Vision Capital Management, Inc. History No change 122,359 6,335 0.72% 0.72% 219 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 120,883 6,259 0.64% 0.64% 220 0 0.0% Q2 2026 Aug 12, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 120,791 6,254 0.25% 0.25% 221 0 0.0% Q2 2026 Aug 18, 2026
Red Wave Investments LLC History No change 120,042 6,215 1.58% 1.58% 222 0 0.0% Q2 2026 Aug 05, 2026
Rinkey Investments History No change 119,924 6,209 1.46% 1.46% 223 0 0.0% Q2 2026 Jul 20, 2026
Towercrest Capital Management History No change 116,999 6,058 0.84% 0.84% 224 0 0.0% Q2 2026 Aug 03, 2026
Phoenix Wealth Advisors History No change 114,752 5,941 2.0% 2.0% 225 0 0.0% Q2 2026 Jul 31, 2026
Wrenne Financial Planning LLC History No change 114,545 5,931 2.0% 2.0% 226 0 0.0% Q2 2026 Jul 27, 2026
Probity Advisors, Inc. History No change 113,514 5,877 0.84% 0.84% 227 0 0.0% Q2 2026 Jul 31, 2026
Churchill Financial Advisors, LLC History No change 112,942 5,848 1.13% 1.13% 228 0 0.0% Q2 2026 Jul 15, 2026
Integrated Capital Management, LLC History No change 112,778 5,839 2.1% 2.1% 229 0 0.0% Q2 2026 Jul 31, 2026
Boltwood Capital Management History Added to 112,573 5,826 1.31% 1.33% 230 +69 0.06% Q3 2026 Oct 02, 2026
Financial Enhancement Group LLC History No change 111,791 5,788 0.69% 0.69% 231 0 0.0% Q2 2026 Jul 07, 2026
Archer Investment Management, LLC History No change 110,890 5,741 1.96% 1.96% 232 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 110,268 5,709 0.54% 0.54% 233 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 108,493 5,617 0.24% 0.24% 234 0 0.0% Q2 2026 Jul 22, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 108,281 5,606 2.15% 2.15% 235 0 0.0% Q2 2026 Jul 20, 2026
Forefront Wealth Partners, LLC History No change 108,013 5,592 1.73% 1.73% 236 0 0.0% Q2 2026 Aug 20, 2026
BLAIR WILLIAM & CO/IL History No change 107,797 5,581 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 11, 2026
RIVERSEDGE ADVISORS, LLC History No change 106,044 5,490 0.72% 0.72% 238 0 0.0% Q2 2026 Jul 16, 2026
Blueprint Financial Advisors LLC History No change 103,257 5,346 0.59% 0.59% 239 0 0.0% Q2 2026 Aug 14, 2026
Financial Management, Inc. History No change 102,287 5,296 4.34% 4.34% 240 0 0.0% Q2 2026 Aug 12, 2026
Financial Planning Fort Collins, LLC History No change 101,842 5,264 3.99% 3.99% 241 0 0.0% Q2 2026 Jul 10, 2026
Cypress Wealth Services, LLC History No change 101,303 5,245 0.64% 0.64% 242 0 0.0% Q2 2026 Jul 10, 2026
PROFFITT & GOODSON INC History No change 100,761 5,217 0.72% 0.72% 243 0 0.0% Q2 2026 Jul 22, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 100,682 5,213 0.66% 0.66% 244 0 0.0% Q2 2026 Aug 25, 2026
STIFEL FINANCIAL CORP History No change 100,641 5,211 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 100,402 5,198 0.12% 0.12% 246 0 0.0% Q2 2026 Aug 12, 2026
INTRUST BANK NA History No change 99,934 5,174 0.38% 0.38% 247 0 0.0% Q2 2026 Aug 05, 2026
Collier Financial History No change 98,781 5,114 3.5% 3.5% 248 0 0.0% Q2 2026 Jul 30, 2026
Key FInancial Inc History No change 97,507 5,048 0.83% 0.83% 249 0 0.0% Q2 2026 Jul 24, 2026
ADE, LLC History No change 97,298 5,038 2.13% 2.13% 250 0 0.0% Q2 2026 Aug 04, 2026
Axos Invest Inc. History No change 96,471 4,995 3.66% 3.66% 251 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 96,265 4,984 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 95,432 4,941 0.06% 0.06% 253 0 0.0% Q2 2026 Aug 12, 2026
TCP Asset Management, LLC History No change 94,872 4,912 0.56% 0.56% 254 0 0.0% Q2 2026 Jul 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 103,901 4,873 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 95,052 4,873 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 14, 2026
Ervin Investment Management, LLC History No change 93,634 4,848 2.63% 2.63% 257 0 0.0% Q2 2026 Jul 14, 2026
ABOUND FINANCIAL, LLC History No change 93,301 4,831 1.93% 1.93% 258 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 92,786 4,804 1.44% 1.44% 259 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 92,622 4,796 0.16% 0.16% 260 0 0.0% Q2 2026 Jul 31, 2026
CreativeOne Wealth, LLC History No change 92,038 4,765 0.1% 0.1% 261 0 0.0% Q2 2026 Aug 13, 2026
Leslie Global Wealth, LLC History No change 91,662 4,746 1.85% 1.85% 262 0 0.0% Q2 2026 Jul 21, 2026
Optas, LLC History No change 91,001 4,712 0.66% 0.66% 263 0 0.0% Q2 2026 Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 90,606 4,691 0.09% 0.09% 264 0 0.0% Q2 2026 Jul 15, 2026
Alliance Wealth Management Group History No change 90,365 4,679 0.91% 0.91% 265 0 0.0% Q2 2026 Aug 04, 2026
TRUE BLUE FINANCIAL, LLC History No change 88,617 4,588 1.94% 1.94% 266 0 0.0% Q2 2026 Jul 17, 2026
YHB Investment Advisors, Inc. History No change 87,743 4,543 0.29% 0.29% 267 0 0.0% Q2 2026 Jul 14, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 87,528 4,532 3.63% 3.63% 268 0 0.0% Q2 2026 Aug 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 87,289 4,519 0.23% 0.23% 269 0 0.0% Q2 2026 Jul 31, 2026
Great Point Wealth Advisors, LLC History No change 86,911 4,500 0.73% 0.73% 270 0 0.0% Q2 2026 Jul 23, 2026
R. W. Roge & Company, Inc. History No change 86,662 4,487 1.88% 1.88% 271 0 0.0% Q2 2026 Jul 31, 2026
HARBOR ADVISORY CORP /MA/ History No change 86,327 4,470 1.2% 1.2% 272 0 0.0% Q2 2026 Aug 13, 2026
Turning Point Benefit Group, Inc. History No change 86,628 4,452 1.91% 1.91% 273 0 0.0% Q2 2026 Jul 23, 2026
Gladstone Institutional Advisory LLC History No change 85,734 4,439 0.14% 0.14% 274 0 0.0% Q2 2026 Jul 27, 2026
Single Point Partners, LLC History No change 84,845 4,393 0.77% 0.77% 275 0 0.0% Q2 2026 Jul 16, 2026
Gateway Wealth Partners, LLC History No change 84,829 4,392 0.26% 0.26% 276 0 0.0% Q2 2026 Aug 04, 2026
SMART Wealth LLC History No change 84,793 4,390 0.95% 0.95% 277 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 84,610 4,381 0.05% 0.05% 278 0 0.0% Q2 2026 Aug 14, 2026
Shum Financial Group, Inc. History No change 84,553 4,378 2.64% 2.64% 279 0 0.0% Q2 2026 Jul 22, 2026
AlphaCore Capital LLC History No change 84,189 4,359 0.08% 0.08% 280 0 0.0% Q2 2026 Aug 06, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 82,391 4,266 0.35% 0.35% 281 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 82,221 4,257 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 05, 2026
LARCH CAPITAL PARTNERS LLC History No change 81,568 4,223 0.6% 0.6% 283 0 0.0% Q2 2026 Aug 17, 2026
Continuum Advisory, LLC History No change 80,846 4,186 0.34% 0.34% 284 0 0.0% Q2 2026 Aug 06, 2026
Midwest Financial Network, LLC History No change 80,860 4,186 2.86% 2.86% 285 0 0.0% Q2 2026 Jul 07, 2026
TENET WEALTH PARTNERS, LLC History No change 82,197 4,155 3.09% 3.09% 286 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 79,217 4,101 0.05% 0.05% 287 0 0.0% Q2 2026 Aug 18, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 76,892 3,981 0.09% 0.09% 288 0 0.0% Q2 2026 Jul 17, 2026
CHOREO, LLC History No change 76,632 3,967 0.04% 0.04% 289 0 0.0% Q2 2026 Aug 04, 2026
Arete Wealth Advisors, LLC History No change 76,035 3,937 0.26% 0.26% 290 0 0.0% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History No change 75,656 3,917 0.38% 0.38% 291 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 75,326 3,900 0.66% 0.66% 292 0 0.0% Q2 2026 Jul 21, 2026
Snowden Capital Advisors LLC History No change 75,283 3,898 0.09% 0.09% 293 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 76,418 3,883 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Winch Advisory Services, LLC History No change 74,710 3,868 0.8% 0.8% 295 0 0.0% Q2 2026 Aug 06, 2026
PLANWISER FINANCIAL, LLC History No change 73,229 3,791 2.63% 2.63% 296 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 72,953 3,777 0.23% 0.23% 297 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History No change 72,611 3,759 0.61% 0.61% 298 0 0.0% Q2 2026 Jul 07, 2026
Boston Standard Wealth Management, LLC History No change 72,835 3,752 0.54% 0.54% 299 0 0.0% Q2 2026 Jul 06, 2026
Legacy Wealth Partners, LLC History No change 71,919 3,723 0.84% 0.84% 300 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Advisor Solutions, LLC History No change 71,758 3,715 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 06, 2026
Integrity Wealth Solutions LLC History No change 71,624 3,708 1.37% 1.37% 302 0 0.0% Q2 2026 Jul 30, 2026
Partners in Financial Planning History No change 71,590 3,706 0.56% 0.56% 303 0 0.0% Q2 2026 Aug 10, 2026
EHRLICH FINANCIAL GROUP History No change 70,740 3,662 1.88% 1.88% 304 0 0.0% Q2 2026 Jul 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 70,450 3,648 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
OLIO Financial Planning History No change 70,419 3,646 0.9% 0.9% 306 0 0.0% Q2 2026 Jul 17, 2026
Tranquilli Financial Advisor LLC History No change 69,588 3,603 1.94% 1.94% 307 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 68,417 3,542 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 67,253 3,482 0.04% 0.04% 309 0 0.0% Q2 2026 Aug 05, 2026
BayBridge Capital Group, LLC History No change 66,621 3,449 1.8% 1.8% 310 0 0.0% Q2 2026 Jul 14, 2026
LEGACY SOLUTIONS, LLC History No change 65,582 3,395 2.75% 2.75% 311 0 0.0% Q2 2026 Jul 06, 2026
OPPENHEIMER & CO INC History No change 65,453 3,389 0.04% 0.04% 312 0 0.0% Q2 2026 Aug 03, 2026
RETIREMITTEN FINANCIAL LLC History No change 65,384 3,385 1.43% 1.43% 313 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 65,270 3,379 0.1% 0.1% 314 0 0.0% Q2 2026 Aug 03, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 64,303 3,329 0.8% 0.8% 315 0 0.0% Q2 2026 Jul 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 63,266 3,275 0.13% 0.13% 316 0 0.0% Q2 2026 Jul 27, 2026
Global Financial Private Client, LLC History No change 63,130 3,268 0.89% 0.89% 317 0 0.0% Q2 2026 Jul 20, 2026
Drucker Wealth 3.0, LLC History No change 63,110 3,267 0.52% 0.52% 318 0 0.0% Q2 2026 Jul 13, 2026
Xena Financial Planning, LLC History No change 62,343 3,228 3.1% 3.1% 319 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Wealth Management, LLC. History No change 62,107 3,215 0.71% 0.71% 320 0 0.0% Q2 2026 Jul 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 62,013 3,211 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 13, 2026
BIRCH FINANCIAL GROUP, LLC History No change 60,620 3,138 1.61% 1.61% 322 0 0.0% Q2 2026 Jul 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 60,590 3,137 1.78% 1.78% 323 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 61,161 3,091 0.05% 0.05% 324 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 61,161 3,091 0.05% 0.05% 325 0 0.0% Q2 2026 Jul 29, 2026
Occidental Asset Management, LLC History No change 59,355 3,073 0.31% 0.31% 326 0 0.0% Q2 2026 Aug 07, 2026
Salomon & Ludwin, LLC History No change 58,991 3,067 0.25% 0.25% 327 0 0.0% Q2 2026 Aug 07, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 59,004 3,055 0.86% 0.86% 328 0 0.0% Q2 2026 Aug 12, 2026
Partnership Wealth Management, LLC History No change 58,854 3,047 2.06% 2.06% 329 0 0.0% Q2 2026 Jul 10, 2026
SIMON QUICK ADVISORS, LLC History No change 58,521 3,030 0.12% 0.12% 330 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 58,488 3,028 0.03% 0.03% 331 0 0.0% Q2 2026 Aug 05, 2026
Sage Advisory Services, Ltd.Co. History No change 58,155 3,011 1.48% 1.48% 332 0 0.0% Q2 2026 Jul 22, 2026
Midwest Capital Advisors, LLC History No change 58,167 3,011 1.22% 1.22% 333 0 0.0% Q2 2026 Jul 28, 2026
Wealth Advisors of Iowa, LLC History No change 58,143 3,010 0.82% 0.82% 334 0 0.0% Q2 2026 Jul 30, 2026
BankPlus Wealth Management LLC History No change 57,765 2,991 1.35% 1.35% 335 0 0.0% Q2 2026 Jul 17, 2026
NOVUS ADVISORS, LLC History No change 57,570 2,980 6.21% 6.21% 336 0 0.0% Q2 2026 Jul 27, 2026
Resonant Capital Advisors, LLC History No change 57,111 2,957 0.14% 0.14% 337 0 0.0% Q2 2026 Jul 24, 2026
Maia Wealth LLC History No change 56,627 2,932 0.43% 0.43% 338 0 0.0% Q2 2026 Jul 28, 2026
Livet Wealth, LLC History No change 56,524 2,926 1.69% 1.69% 339 0 0.0% Q2 2026 Jul 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 56,328 2,916 0.43% 0.43% 340 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 56,243 2,912 0.2% 0.2% 341 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 56,185 2,909 0.03% 0.03% 342 0 0.0% Q2 2026 Jul 29, 2026
HBW ADVISORY SERVICES LLC History No change 56,197 2,909 0.26% 0.26% 343 0 0.0% Q2 2026 Jul 16, 2026
Phillip James Consulting Co. History No change 55,309 2,863 1.91% 1.91% 344 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Partners, LTD. History No change 55,271 2,861 0.03% 0.03% 345 0 0.0% Q2 2026 Aug 11, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 53,774 2,784 1.15% 1.15% 346 0 0.0% Q2 2026 Jul 16, 2026
Lifestyle Asset Management, Inc. History No change 53,758 2,783 0.75% 0.75% 347 0 0.0% Q2 2026 Jul 20, 2026
Cadent Capital Advisors, LLC History No change 53,461 2,768 0.57% 0.57% 348 0 0.0% Q2 2026 Jul 13, 2026
Kroeger Financial Partners History No change 53,096 2,749 2.66% 2.66% 349 0 0.0% Q2 2026 Jul 27, 2026
CSM Advisors, LLC History No change 52,916 2,740 0.06% 0.06% 350 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 52,790 2,733 0.31% 0.31% 351 0 0.0% Q2 2026 Jul 27, 2026
McAdam, LLC History No change 52,599 2,723 0.11% 0.11% 352 0 0.0% Q2 2026 Aug 04, 2026
Diligent Investors, LLC History No change 52,423 2,714 0.6% 0.6% 353 0 0.0% Q2 2026 Jul 24, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 51,897 2,687 0.36% 0.36% 354 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 51,894 2,687 0.17% 0.17% 355 0 0.0% Q2 2026 Jul 30, 2026
Global Endowment Management, LP History No change 51,206 2,652 0.27% 0.27% 356 0 0.0% Q2 2026 Aug 14, 2026
RTD Financial Advisors, Inc. History No change 50,734 2,627 0.29% 0.29% 357 0 0.0% Q2 2026 Jul 13, 2026
HSBC HOLDINGS PLC History No change 50,706 2,625 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
THEORY FINANCIAL LLC History No change 50,696 2,625 0.83% 0.83% 359 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 49,916 2,584 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 13, 2026
Roan Capital Partners History No change 49,633 2,570 2.13% 2.13% 361 0 0.0% Q2 2026 Jul 08, 2026
Richmond Investment Services, LLC History No change 48,869 2,530 0.8% 0.8% 362 0 0.0% Q2 2026 Jul 27, 2026
Vested Financial Planning, LLC History No change 48,364 2,504 1.68% 1.68% 363 0 0.0% Q2 2026 Aug 05, 2026
IAG Wealth Partners, LLC History No change 47,579 2,463 0.24% 0.24% 364 0 0.0% Q2 2026 Aug 06, 2026
Peterson Wealth Advisors, LLC History No change 47,492 2,459 0.29% 0.29% 365 0 0.0% Q2 2026 Aug 10, 2026
Hirtle & Co., LLC History No change 47,285 2,448 0.08% 0.08% 366 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 46,746 2,420 0.07% 0.07% 367 0 0.0% Q2 2026 Jul 07, 2026
Atria Investments, Inc History No change 46,733 2,419 0.02% 0.02% 368 0 0.0% Q2 2026 Jul 28, 2026
MEITAV INVESTMENT HOUSE LTD History No change 46,402 2,402 0.02% 0.02% 369 0 0.0% Q2 2026 Jul 20, 2026
PAX Financial Group, LLC History No change 46,254 2,395 0.36% 0.36% 370 0 0.0% Q2 2026 Aug 05, 2026
LOWE BROCKENBROUGH & CO INC History No change 45,949 2,379 0.11% 0.11% 371 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Advisory Partners LLC History No change 45,909 2,377 0.05% 0.05% 372 0 0.0% Q2 2026 Jul 09, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 45,034 2,331 0.02% 0.02% 373 0 0.0% Q2 2026 Sep 23, 2026
International Private Wealth Advisors LLC History No change 45,012 2,330 1.2% 1.2% 374 0 0.0% Q2 2026 Aug 07, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 44,848 2,322 3.55% 3.55% 375 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD SECURITIES, INC. History No change 44,732 2,316 0.13% 0.13% 376 0 0.0% Q2 2026 Jul 15, 2026
Apella Capital, LLC History No change 45,267 2,309 0.03% 0.03% 377 0 0.0% Q2 2026 Jul 08, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 44,382 2,298 0.79% 0.79% 378 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 44,157 2,286 0.06% 0.06% 379 0 0.0% Q2 2026 Aug 04, 2026
Kohmann Bosshard Financial Services, LLC History No change 42,924 2,222 0.19% 0.19% 380 0 0.0% Q2 2026 Jul 14, 2026
Zinnia Wealth Advisory, LLC History No change 42,078 2,178 2.22% 2.22% 381 0 0.0% Q2 2026 Jul 30, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 42,054 2,177 0.13% 0.13% 382 0 0.0% Q2 2026 Aug 13, 2026
Sherman Wealth Management LLC History No change 41,963 2,172 1.64% 1.64% 383 0 0.0% Q2 2026 Jul 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 41,780 2,163 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 40,852 2,115 0.14% 0.14% 385 0 0.0% Q2 2026 Jul 24, 2026
Trivant Custom Portfolio Group, LLC History No change 40,469 2,095 1.12% 1.12% 386 0 0.0% Q2 2026 Jul 27, 2026
Hofer & Associates. Inc History No change 40,389 2,091 1.01% 1.01% 387 0 0.0% Q2 2026 Jul 21, 2026
GK Wealth Management LLC History No change 40,318 2,087 1.1% 1.1% 388 0 0.0% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History No change 39,513 2,046 0.14% 0.14% 389 0 0.0% Q2 2026 Jul 21, 2026
Brookwood Investment Group LLC History No change 39,474 2,043 0.23% 0.23% 390 0 0.0% Q2 2026 Jul 23, 2026
Strategic Financial Concepts, LLC History No change 39,450 2,042 0.61% 0.61% 391 0 0.0% Q2 2026 Jul 27, 2026
FF Advisors,LLC History No change 39,317 2,035 0.76% 0.76% 392 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 39,260 2,032 0.06% 0.06% 393 0 0.0% Q2 2026 Aug 03, 2026
McKinley Carter Wealth Services, Inc. History No change 39,220 2,030 0.1% 0.1% 394 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Financial Group, LLC History No change 38,711 2,004 0.63% 0.63% 395 0 0.0% Q2 2026 Jul 14, 2026
Tempus Wealth Planning, LLC History No change 38,576 1,997 0.39% 0.39% 396 0 0.0% Q2 2026 Jul 22, 2026
AdvisorNet Financial, Inc History No change 38,325 1,984 0.09% 0.09% 397 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 38,011 1,968 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 38,230 1,961 0.06% 0.06% 399 0 0.0% Q2 2026 Aug 12, 2026
Integrity Advisory Solutions, LLC History No change 37,498 1,941 0.2% 0.2% 400 0 0.0% Q2 2026 Jul 31, 2026
Strategic Financial Planning, Inc. History No change 37,476 1,940 1.01% 1.01% 401 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 37,176 1,924 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 10, 2026
TAGStone Capital, Inc. History No change 36,680 1,899 0.6% 0.6% 403 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History No change 36,648 1,897 0.15% 0.15% 404 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 36,605 1,895 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
WESCAP Management Group, Inc. History No change 36,433 1,886 0.35% 0.35% 406 0 0.0% Q2 2026 Aug 11, 2026
NavPoint Financial, Inc. History No change 36,374 1,883 0.7% 0.7% 407 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 36,364 1,882 0.03% 0.03% 408 0 0.0% Q2 2026 Jul 21, 2026
BlueChip Wealth Advisors LLC History No change 36,254 1,877 0.71% 0.71% 409 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 36,019 1,865 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
Bison Wealth, LLC History No change 35,842 1,863 0.17% 0.17% 411 0 0.0% Q2 2026 Jul 07, 2026
Steward Partners Investment Advisory, LLC History No change 35,684 1,847 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 13, 2026
G&S Capital LLC History No change 35,671 1,847 0.54% 0.54% 413 0 0.0% Q2 2026 Jul 10, 2026
NOVEM GROUP History No change 35,284 1,827 0.18% 0.18% 414 0 0.0% Q2 2026 Jul 21, 2026
Hurley Capital, LLC History No change 35,110 1,817 0.94% 0.94% 415 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 34,953 1,809 0.31% 0.31% 416 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 34,402 1,781 0.12% 0.12% 417 0 0.0% Q2 2026 Aug 05, 2026
Towne Trust Company, N.A History No change 34,251 1,773 0.54% 0.54% 418 0 0.0% Q2 2026 Jul 30, 2026
Maridea Wealth Management LLC History No change 34,068 1,764 0.19% 0.19% 419 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 33,929 1,756 0.23% 0.23% 420 0 0.0% Q2 2026 Aug 04, 2026
Patriot Financial Group Insurance Agency, LLC History No change 33,519 1,735 0.18% 0.18% 421 0 0.0% Q2 2026 Jul 16, 2026
SMITH, MOORE & CO. History No change 33,301 1,724 0.11% 0.11% 422 0 0.0% Q2 2026 Aug 12, 2026
McNaughton Wealth Management, LLC History No change 33,187 1,718 0.61% 0.61% 423 0 0.0% Q2 2026 Jul 07, 2026
ORBA Wealth Advisors, L.L.C. History No change 33,178 1,717 1.47% 1.47% 424 0 0.0% Q2 2026 Jul 23, 2026
Tyche Wealth Partners LLC History No change 32,943 1,705 0.24% 0.24% 425 0 0.0% Q2 2026 Aug 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 32,710 1,693 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 20, 2026
Clear Creek Financial Management, LLC History No change 32,289 1,671 0.11% 0.11% 427 0 0.0% Q2 2026 Jul 27, 2026
Outlook Wealth Advisors, LLC History No change 32,165 1,663 0.36% 0.36% 428 0 0.0% Q2 2026 Aug 03, 2026
Fortitude Family Office, LLC History No change 32,047 1,659 0.32% 0.32% 429 0 0.0% Q2 2026 Jul 20, 2026
Alpha Advisors, LLC/VA History No change 31,741 1,643 1.23% 1.23% 430 0 0.0% Q2 2026 Aug 12, 2026
Koshinski Asset Management, Inc. History No change 31,687 1,640 0.09% 0.09% 431 0 0.0% Q2 2026 Jul 27, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 31,301 1,620 0.83% 0.83% 432 0 0.0% Q2 2026 Jul 28, 2026
Beacon Bridge Wealth Partners, LLC History No change 31,296 1,620 0.46% 0.46% 433 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 31,261 1,618 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 31,197 1,615 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 30,919 1,600 0.02% 0.02% 436 0 0.0% Q2 2026 Aug 07, 2026
CFS Investment Advisory Services, LLC History No change 31,315 1,600 0.11% 0.11% 437 0 0.0% Q2 2026 Jul 16, 2026
Gotham Asset Management, LLC History No change 30,705 1,589 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 14, 2026
Forthright Family Wealth Advisory LLC History No change 30,472 1,577 0.89% 0.89% 439 0 0.0% Q2 2026 Jul 16, 2026
IRON Financial LLC History No change 30,336 1,570 0.65% 0.65% 440 0 0.0% Q2 2026 Jul 22, 2026
May Hill Capital, LLC History No change 30,206 1,564 0.33% 0.33% 441 0 0.0% Q2 2026 Aug 07, 2026
Stonehearth Capital Management, LLC History No change 30,161 1,561 0.53% 0.53% 442 0 0.0% Q2 2026 Jul 07, 2026
Selby Wealth Management, LLC History No change 30,115 1,559 0.55% 0.55% 443 0 0.0% Q2 2026 Jul 09, 2026
Independent Wealth Network Inc. History No change 29,970 1,551 0.39% 0.39% 444 0 0.0% Q2 2026 Jul 20, 2026
STEVENS CAPITAL PARTNERS History No change 29,733 1,539 0.29% 0.29% 445 0 0.0% Q2 2026 Aug 07, 2026
WealthPoint Financial, LLC History No change 29,583 1,531 1.12% 1.12% 446 0 0.0% Q2 2026 Aug 06, 2026
MONEY CONCEPTS CAPITAL CORP History No change 29,149 1,509 0.07% 0.07% 447 0 0.0% Q2 2026 Aug 04, 2026
Montz Harcus Wealth Management LLC History No change 28,862 1,494 0.53% 0.53% 448 0 0.0% Q2 2026 Jul 24, 2026
Brown Financial Advisory History No change 28,757 1,489 0.62% 0.62% 449 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 28,747 1,488 0.07% 0.07% 450 0 0.0% Q2 2026 Jul 10, 2026
Rosenberg Matthew Hamilton History No change 28,575 1,479 0.28% 0.28% 451 0 0.0% Q2 2026 Jul 17, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 28,392 1,470 0.66% 0.66% 452 0 0.0% Q2 2026 Aug 07, 2026
October Effect Ltd History No change 28,281 1,464 1.38% 1.38% 453 0 0.0% Q2 2026 Jul 21, 2026
Kagan Cocozza Asset Management History No change 27,876 1,443 0.9% 0.9% 454 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History No change 27,747 1,442 0.04% 0.04% 455 0 0.0% Q2 2026 Jul 13, 2026
Spire Wealth Management History No change 27,848 1,441 0.04% 0.04% 456 0 0.0% Q2 2026 Jul 15, 2026
M Holdings Securities, Inc. History No change 27,748 1,425 0.19% 0.19% 457 0 0.0% Q2 2026 Aug 11, 2026
Bond & Devick Financial Network, Inc. History No change 27,264 1,411 0.35% 0.35% 458 0 0.0% Q2 2026 Jul 16, 2026
NORDEN GROUP LLC History No change 27,244 1,410 0.12% 0.12% 459 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Retirement, LLC History No change 27,241 1,410 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 12, 2026
Sharkey, Howes & Javer History No change 27,175 1,407 0.17% 0.17% 461 0 0.0% Q2 2026 Jul 09, 2026
OneDigital Investment Advisors LLC History No change 27,067 1,401 0.01% 0.01% 462 0 0.0% Q2 2026 Aug 06, 2026
Spartan Planning & Wealth Management History No change 27,024 1,399 0.93% 0.93% 463 0 0.0% Q2 2026 Jul 22, 2026
FDx Advisors, Inc. History No change 26,999 1,398 0.42% 0.42% 464 0 0.0% Q2 2026 Aug 04, 2026
UNIVEST FINANCIAL Corp History No change 26,974 1,396 0.07% 0.07% 465 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Money Management Services LLC History No change 26,948 1,395 0.88% 0.88% 466 0 0.0% Q2 2026 Aug 14, 2026
Lifeworks Advisors, LLC History No change 26,779 1,386 0.15% 0.15% 467 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 26,760 1,385 0.07% 0.07% 468 0 0.0% Q2 2026 Jul 31, 2026
Modera Wealth Management, LLC History No change 26,389 1,366 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 03, 2026
Worth Financial Advisory Group, LLC History No change 26,357 1,364 0.57% 0.57% 470 0 0.0% Q2 2026 Jul 30, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 26,034 1,348 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History No change 25,759 1,333 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 14, 2026
Topel & Distasi Wealth Management, LLC History No change 25,612 1,326 0.64% 0.64% 473 0 0.0% Q2 2026 Aug 07, 2026
Fullerton Advisors, LLC History No change 25,625 1,326 1.24% 1.24% 474 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 25,991 1,315 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 25,286 1,309 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 25,048 1,297 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 24, 2026
United Asset Strategies, Inc. History No change 25,003 1,294 0.09% 0.09% 478 0 0.0% Q2 2026 Jul 13, 2026
Sound Financial Strategies Group, LLC History No change 24,582 1,272 0.81% 0.81% 479 0 0.0% Q2 2026 Aug 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 24,571 1,272 0.11% 0.11% 480 0 0.0% Q2 2026 Jul 27, 2026
Aegis Wealth Management, Inc. History No change 24,576 1,272 0.82% 0.82% 481 0 0.0% Q2 2026 Jul 16, 2026
Sanchez Levi Garrett History No change 24,409 1,263 0.69% 0.69% 482 0 0.0% Q2 2026 Aug 14, 2026
WLTH Capital Management, LLC History No change 24,334 1,260 0.81% 0.81% 483 0 0.0% Q2 2026 Jul 09, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 24,293 1,257 0.34% 0.34% 484 0 0.0% Q2 2026 Jul 16, 2026
Range Financial Group LLC History No change 24,051 1,245 0.34% 0.34% 485 0 0.0% Q2 2026 Jul 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 23,985 1,241 0.05% 0.05% 486 0 0.0% Q2 2026 Aug 14, 2026
ShoreHaven Wealth Partners, LLC History No change 23,952 1,240 0.39% 0.39% 487 0 0.0% Q2 2026 Jul 14, 2026
M&T BANK CORP History No change 23,684 1,226 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History No change 23,658 1,225 0.28% 0.28% 489 0 0.0% Q2 2026 Jul 14, 2026
Portland Financial Advisors Inc History No change 23,507 1,217 2.22% 2.22% 490 0 0.0% Q2 2026 Aug 10, 2026
Hassell Wealth Management, LLC History No change 23,662 1,213 0.37% 0.37% 491 0 0.0% Q2 2026 Jul 13, 2026
Onyx Bridge Wealth Group LLC History No change 23,141 1,198 0.11% 0.11% 492 0 0.0% Q2 2026 Jul 23, 2026
Generation Capital Management LLC History No change 23,142 1,198 0.74% 0.74% 493 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 23,068 1,194 0.13% 0.13% 494 0 0.0% Q2 2026 Jul 29, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 22,927 1,187 0.04% 0.04% 495 0 0.0% Q2 2026 Jul 21, 2026
Sanchez Gaunt Capital Management, LLC History No change 22,942 1,187 0.66% 0.66% 496 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 22,887 1,185 0.09% 0.09% 497 0 0.0% Q2 2026 Jul 28, 2026
XY Planning Network, Inc. History No change 22,882 1,184 0.15% 0.15% 498 0 0.0% Q2 2026 Jul 14, 2026
Collaborative Wealth Managment Inc. History No change 22,790 1,180 0.49% 0.49% 499 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 22,573 1,168 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 22, 2026
Alaska Wealth Advisors, LLC History No change 22,547 1,167 0.13% 0.13% 501 0 0.0% Q2 2026 Aug 11, 2026
Battery Global Advisors, LLC History No change 22,356 1,157 0.58% 0.58% 502 0 0.0% Q2 2026 Aug 12, 2026
Traction Financial Partners, LLC History No change 22,328 1,156 0.61% 0.61% 503 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 22,325 1,155 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History No change 22,174 1,148 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 29, 2026
Apeiron RIA LLC History No change 22,092 1,143 0.29% 0.29% 506 0 0.0% Q2 2026 Jul 16, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 22,079 1,143 0.46% 0.46% 507 0 0.0% Q2 2026 Jul 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 22,048 1,141 0.11% 0.11% 508 0 0.0% Q2 2026 Jul 13, 2026
Upper Left Wealth Management, LLC History No change 21,939 1,136 0.63% 0.63% 509 0 0.0% Q2 2026 Jul 14, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 21,910 1,134 0.56% 0.56% 510 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 21,874 1,132 0.1% 0.1% 511 0 0.0% Q2 2026 Aug 11, 2026
Trinity Wealth Management, LLC History No change 21,848 1,131 0.36% 0.36% 512 0 0.0% Q2 2026 Jul 07, 2026
IEQ CAPITAL, LLC History No change 21,739 1,125 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 11, 2026
Triumph Capital Management History No change 21,678 1,122 0.2% 0.2% 514 0 0.0% Q2 2026 Jul 20, 2026
Rockbridge Investment Management, LCC History No change 21,572 1,116 0.09% 0.09% 515 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 21,502 1,113 0.06% 0.06% 516 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 21,413 1,108 0.38% 0.38% 517 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 21,177 1,096 0.04% 0.04% 518 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 21,435 1,095 0.33% 0.33% 519 0 0.0% Q2 2026 Jul 13, 2026
Level Wealth Management LLC History No change 21,016 1,088 0.44% 0.44% 520 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 21,002 1,087 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 20,910 1,082 0.09% 0.09% 522 0 0.0% Q2 2026 Jul 16, 2026
AIRE ADVISORS, LLC History No change 20,886 1,081 0.18% 0.18% 523 0 0.0% Q2 2026 Aug 14, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 20,845 1,079 0.83% 0.83% 524 0 0.0% Q2 2026 Jul 24, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 20,529 1,063 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 11, 2026
Towerpoint Wealth, LLC History No change 20,542 1,063 0.37% 0.37% 526 0 0.0% Q2 2026 Jul 09, 2026
One Capital Management, LLC History No change 22,605 1,060 0.03% 0.03% 527 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 20,423 1,057 0.51% 0.51% 528 0 0.0% Q2 2026 Jul 14, 2026
Cresset Asset Management, LLC History No change 20,231 1,047 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 14, 2026
Canal Capital Management, LLC History No change 19,916 1,031 0.13% 0.13% 530 0 0.0% Q2 2026 Jul 28, 2026
Three Cord True Wealth Management, LLC History No change 19,911 1,031 0.49% 0.49% 531 0 0.0% Q2 2026 Jul 23, 2026
Sound Income Strategies, LLC History No change 19,762 1,023 0.05% 0.05% 532 0 0.0% Q2 2026 Jul 20, 2026
Financial Network Wealth Advisors LLC History No change 19,766 1,023 1.04% 1.04% 533 0 0.0% Q2 2026 Jul 29, 2026
RCW Management, LLC History No change 19,761 1,023 0.92% 0.92% 534 0 0.0% Q2 2026 Jul 21, 2026
PCB Capital LLC History No change 19,722 1,021 1.24% 1.24% 535 0 0.0% Q2 2026 Jul 20, 2026
Yukon Wealth Management, Inc. History No change 19,707 1,020 0.29% 0.29% 536 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 19,614 1,015 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 07, 2026
Redwood Financial Network Corp History No change 19,564 1,013 0.56% 0.56% 538 0 0.0% Q2 2026 Aug 07, 2026
Coppell Advisory Solutions LLC History No change 17,066 1,011 0.08% 0.08% 539 0 0.0% Q2 2026 Aug 14, 2026
Sentinel Advisory Group, LLC History No change 19,447 1,006 0.41% 0.41% 540 0 0.0% Q2 2026 Jul 23, 2026
Convergence Financial, LLC History No change 19,312 999 0.08% 0.08% 541 0 0.0% Q2 2026 Aug 05, 2026
Hibernia Wealth Partners, LLC History No change 19,172 992 0.54% 0.54% 542 0 0.0% Q2 2026 Jul 23, 2026
American Investment Services, Inc. History No change 19,020 984 0.21% 0.21% 543 0 0.0% Q2 2026 Aug 12, 2026
Sunburst Financial Group, LLC History No change 19,015 984 0.16% 0.16% 544 0 0.0% Q2 2026 Jul 08, 2026
Orin Green Financial, LLC History No change 18,497 957 0.35% 0.35% 545 0 0.0% Q2 2026 Jul 13, 2026
Rede Wealth, LLC History No change 18,262 945 0.31% 0.31% 546 0 0.0% Q2 2026 Aug 03, 2026
MBA Advisors LLC History No change 18,165 940 0.32% 0.32% 547 0 0.0% Q2 2026 Jul 28, 2026
National Wealth Management Group, LLC History No change 18,111 937 0.29% 0.29% 548 0 0.0% Q2 2026 Jul 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 18,087 936 0.05% 0.05% 549 0 0.0% Q2 2026 Aug 06, 2026
Ocean Park Asset Management, LLC History No change 17,982 931 0.04% 0.04% 550 0 0.0% Q2 2026 Jul 09, 2026
ARQ WEALTH ADVISORS, LLC History No change 18,182 929 0.12% 0.12% 551 0 0.0% Q2 2026 Jul 24, 2026
COZAD ASSET MANAGEMENT INC History No change 17,875 925 0.06% 0.06% 552 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 17,672 915 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 11, 2026
USAdvisors Wealth Management, LLC History No change 17,656 914 0.26% 0.26% 554 0 0.0% Q2 2026 Jul 29, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 17,318 896 0.18% 0.18% 555 0 0.0% Q2 2026 Jul 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 17,300 895 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 13, 2026
Balboa Wealth Partners History No change 17,266 894 0.12% 0.12% 557 0 0.0% Q2 2026 Aug 10, 2026
Family Investment Center, Inc. History No change 17,243 892 0.15% 0.15% 558 0 0.0% Q2 2026 Jul 23, 2026
WINNACLE WEALTH LLC History No change 17,126 886 0.6% 0.6% 559 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Wealth, LLC History No change 17,004 880 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 16,986 879 0.01% 0.01% 561 0 0.0% Q2 2026 Jul 22, 2026
Hughes Financial Services, LLC History No change 16,991 879 0.12% 0.12% 562 0 0.0% Q2 2026 Jul 20, 2026
Curtis Advisory Group, LLC History No change 16,951 877 0.17% 0.17% 563 0 0.0% Q2 2026 Jul 29, 2026
Autumn Glory Partners, LLC History No change 16,945 877 0.25% 0.25% 564 0 0.0% Q2 2026 Aug 03, 2026
FIRST TRUST ADVISORS LP History No change 16,928 876 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History No change 16,767 868 0.08% 0.08% 566 0 0.0% Q2 2026 Jul 16, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 16,719 865 0.59% 0.59% 567 0 0.0% Q2 2026 Jul 22, 2026
Valley Financial Group, Inc. History No change 16,607 859 0.42% 0.42% 568 0 0.0% Q2 2026 Aug 14, 2026
Inman Jager Wealth Management, LLC History No change 16,565 857 0.46% 0.46% 569 0 0.0% Q2 2026 Aug 07, 2026
Carnegie Investment Counsel History No change 16,522 855 0.02% 0.02% 570 0 0.0% Q2 2026 Jul 30, 2026
TKG Advisors, LLC History No change 16,477 853 0.3% 0.3% 571 0 0.0% Q2 2026 Jul 27, 2026
Rooted Wealth Advisors, Inc. History No change 16,459 852 0.21% 0.21% 572 0 0.0% Q2 2026 Jul 28, 2026
Tennessee Valley Asset Management Partners History No change 16,454 851 0.09% 0.09% 573 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 16,436 851 0.31% 0.31% 574 0 0.0% Q2 2026 Jul 20, 2026
Zhang Financial LLC History No change 16,385 848 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 30, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 16,375 847 0.21% 0.21% 576 0 0.0% Q2 2026 Jul 24, 2026
Net Worth Advisory Group History No change 16,257 841 0.21% 0.21% 577 0 0.0% Q2 2026 Jul 13, 2026
Janney Montgomery Scott LLC History No change 16,180 838 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 05, 2026
Sowell Financial Services LLC History No change 16,094 833 0.03% 0.03% 579 0 0.0% Q2 2026 Jul 17, 2026
Frisch Financial Group, Inc. History No change 16,086 832 0.14% 0.14% 580 0 0.0% Q2 2026 Aug 14, 2026
Hills Bank & Trust Co History No change 15,958 826 0.04% 0.04% 581 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 15,949 825 0.01% 0.01% 582 0 0.0% Q2 2026 Jul 27, 2026
RAINIER FAMILY WEALTH INC History No change 15,896 823 0.47% 0.47% 583 0 0.0% Q2 2026 Jul 15, 2026
Perennial Investment Advisors, LLC History No change 15,819 819 0.05% 0.05% 584 0 0.0% Q2 2026 Aug 14, 2026
Bravias Capital Group, LLC History No change 15,830 819 0.49% 0.49% 585 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Group, LLC History No change 15,775 816 0.32% 0.32% 586 0 0.0% Q2 2026 Jul 08, 2026
Ausdal Financial Partners, Inc. History No change 15,662 810 0.03% 0.03% 587 0 0.0% Q2 2026 Aug 14, 2026
Broadview Financial Management, LLC History No change 15,563 805 0.49% 0.49% 588 0 0.0% Q2 2026 Aug 12, 2026
MB Generational Wealth, LLC History No change 15,535 804 0.39% 0.39% 589 0 0.0% Q2 2026 Jul 31, 2026
Nuveen, LLC History No change 15,523 803 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 11, 2026
Jacobs Equity LLC History No change 15,480 801 0.55% 0.55% 591 0 0.0% Q2 2026 Aug 14, 2026
Jefferson Bridge Capital, LLC History No change 15,439 799 0.69% 0.69% 592 0 0.0% Q2 2026 Jul 21, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 15,334 793 0.15% 0.15% 593 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Financial Partners, Inc. History No change 15,308 792 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 14, 2026
Gilbert & Cook, Inc. History No change 15,103 782 0.09% 0.09% 595 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 14,827 767 0.16% 0.16% 596 0 0.0% Q2 2026 Jul 17, 2026
Morling Financial Advisors, LLC History No change 14,768 764 0.21% 0.21% 597 0 0.0% Q2 2026 Aug 06, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 14,680 760 0.1% 0.1% 598 0 0.0% Q2 2026 Jul 13, 2026
Rehmann Capital Advisory Group History No change 14,642 758 0.03% 0.03% 599 0 0.0% Q2 2026 Aug 20, 2026
River Street Advisors LLC History No change 14,651 758 0.22% 0.22% 600 0 0.0% Q2 2026 Jul 21, 2026
Advance Capital Management, Inc. History No change 14,545 753 0.02% 0.02% 601 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 14,509 751 0.07% 0.07% 602 0 0.0% Q2 2026 Aug 04, 2026
Argent Trust Co History No change 14,459 748 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 06, 2026
Plan A Wealth LLC History No change 14,449 748 0.32% 0.32% 604 0 0.0% Q2 2026 Jul 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 14,435 747 0.04% 0.04% 605 0 0.0% Q2 2026 Aug 10, 2026
Idaho Trust Co History No change 14,360 743 0.22% 0.22% 606 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 14,353 743 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History No change 14,186 734 0.02% 0.02% 608 0 0.0% Q2 2026 Jul 06, 2026
Coign Capital Advisors LLC History No change 14,083 729 0.33% 0.33% 609 0 0.0% Q2 2026 Jul 29, 2026
Clearview Wealth Management LLC History No change 13,840 716 0.46% 0.46% 610 0 0.0% Q2 2026 Jul 13, 2026
Orcam Financial Group History No change 13,843 716 0.35% 0.35% 611 0 0.0% Q2 2026 Aug 13, 2026
Breachway Investments LLC History No change 13,803 714 1.08% 1.08% 612 0 0.0% Q2 2026 Jul 13, 2026
WORLD EQUITY GROUP, INC. History No change 13,785 713 0.16% 0.16% 613 0 0.0% Q2 2026 Jul 09, 2026
Spectrum Planning & Advisory Services Inc. History No change 13,761 712 0.32% 0.32% 614 0 0.0% Q2 2026 Jul 14, 2026
Bensler, LLC History No change 13,671 707 0.06% 0.06% 615 0 0.0% Q2 2026 Jul 23, 2026
HighMark Wealth Management LLC History No change 13,425 695 0.23% 0.23% 616 0 0.0% Q2 2026 Aug 12, 2026
Vericrest Private Wealth History No change 13,426 695 0.62% 0.62% 617 0 0.0% Q2 2026 Jul 28, 2026
Powers Advisory Group, LLC History No change 13,374 692 0.22% 0.22% 618 0 0.0% Q2 2026 Jul 31, 2026
Apollon Financial, LLC History No change 13,299 688 0.08% 0.08% 619 0 0.0% Q2 2026 Jul 22, 2026
Westfuller Advisors, LLC History No change 13,208 683 0.25% 0.25% 620 0 0.0% Q2 2026 Jul 29, 2026
K2 Financial Inc. History No change 12,982 675 0.48% 0.48% 621 0 0.0% Q2 2026 Jul 21, 2026
Symphony Financial, Ltd. Co. History No change 13,106 673 0.07% 0.07% 622 0 0.0% Q2 2026 Aug 03, 2026
Stanich Group LLC History No change 12,987 672 0.42% 0.42% 623 0 0.0% Q2 2026 Jul 16, 2026
BlackDiamond Wealth Management, LLC History No change 12,626 660 0.27% 0.27% 624 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Financial Group History No change 12,752 660 0.5% 0.5% 625 0 0.0% Q2 2026 Jul 27, 2026
WATERSHED PRIVATE WEALTH LLC History No change 12,696 657 0.19% 0.19% 626 0 0.0% Q2 2026 Jul 17, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 12,645 654 0.4% 0.4% 627 0 0.0% Q2 2026 Jul 28, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 12,485 646 0.04% 0.04% 628 0 0.0% Q2 2026 Jul 15, 2026
Hilltop Partners LLC History No change 12,338 638 0.15% 0.15% 629 0 0.0% Q2 2026 Aug 05, 2026
Gilman Hill Asset Management, LLC History No change 12,250 634 0.09% 0.09% 630 0 0.0% Q2 2026 Jul 09, 2026
Kraft, Davis & Associates, LLC History No change 12,406 634 0.13% 0.13% 631 0 0.0% Q2 2026 Jul 09, 2026
TOWNSQUARE CAPITAL LLC History No change 12,184 630 0.12% 0.12% 632 0 0.0% Q2 2026 Aug 14, 2026
Schwallier Wealth Management LLC History No change 12,141 628 0.4% 0.4% 633 0 0.0% Q2 2026 Aug 14, 2026
Post Resch Tallon Group Inc. History No change 12,136 628 0.43% 0.43% 634 0 0.0% Q2 2026 Jul 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 12,060 624 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 23, 2026
Vantus Wealth LLC History No change 12,066 624 0.33% 0.33% 636 0 0.0% Q2 2026 Aug 07, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 12,010 621 0.17% 0.17% 637 0 0.0% Q2 2026 Jul 24, 2026
Wallace Advisory Group, LLC History No change 11,960 619 0.58% 0.58% 638 0 0.0% Q2 2026 Aug 03, 2026
Foundation Wealth Management, LLC\PA History No change 11,835 612 0.18% 0.18% 639 0 0.0% Q2 2026 Jul 21, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 11,788 610 0.55% 0.55% 640 0 0.0% Q2 2026 Jul 09, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 11,623 601 0.21% 0.21% 641 0 0.0% Q2 2026 Aug 11, 2026
WARNER FINANCIAL, INC History No change 11,544 597 0.18% 0.18% 642 0 0.0% Q2 2026 Jul 09, 2026
DRAVO BAY LLC History No change 11,497 595 0.21% 0.21% 643 0 0.0% Q2 2026 Aug 11, 2026
Gross & Hartman Investments LLC History No change 11,493 595 0.26% 0.26% 644 0 0.0% Q2 2026 Aug 13, 2026
Life Planning Partners, Inc History No change 11,466 593 0.44% 0.44% 645 0 0.0% Q2 2026 Jul 21, 2026
Hill Investment Group Partners, LLC History No change 11,420 591 0.06% 0.06% 646 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,342 587 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 11,316 585 0.01% 0.01% 648 0 0.0% Q2 2026 Jul 27, 2026
Strategies Wealth Advisors, LLC History No change 11,255 582 0.05% 0.05% 649 0 0.0% Q2 2026 Aug 14, 2026
Gambit Capital Management, LLC History No change 11,240 582 0.34% 0.34% 650 0 0.0% Q2 2026 Aug 11, 2026
Connecticut Wealth Management, LLC History No change 11,224 581 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 29, 2026
Owen LaRue, LLC History No change 11,194 579 0.2% 0.2% 652 0 0.0% Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,995 569 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 10,931 566 0.04% 0.04% 654 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 10,917 565 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 11, 2026
Advisory Resource Group History No change 10,790 558 0.08% 0.08% 656 0 0.0% Q2 2026 Jul 14, 2026
MGO ONE SEVEN LLC History No change 10,559 546 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 31, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 11,639 545 0.09% 0.09% 658 0 0.0% Q2 2026 Aug 03, 2026
FSA Advisors, Inc. History No change 10,399 538 0.25% 0.25% 659 0 0.0% Q2 2026 Aug 17, 2026
WealthPlan Investment Management, LLC History No change 10,401 538 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 28, 2026
4WEALTH ADVISORS, INC. History No change 10,455 536 0.41% 0.41% 661 0 0.0% Q2 2026 Jul 17, 2026
Resurgent Financial Advisors LLC History No change 10,268 531 0.15% 0.15% 662 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 10,183 527 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 14, 2026
TFB Advisors LLC History No change 10,186 527 0.23% 0.23% 664 0 0.0% Q2 2026 Aug 06, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 10,165 526 0.36% 0.36% 665 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 10,068 521 0.31% 0.31% 666 0 0.0% Q2 2026 Jul 21, 2026
Cooksen Wealth, LLC History No change 10,042 519 0.33% 0.33% 667 0 0.0% Q2 2026 Jul 30, 2026
Van Diest Capital, LLC History No change 9,987 517 0.46% 0.46% 668 0 0.0% Q2 2026 Aug 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 9,900 512 0.02% 0.02% 669 0 0.0% Q2 2026 Jul 28, 2026
Urban Financial Advisory Corp History No change 9,847 509 0.14% 0.14% 670 0 0.0% Q2 2026 Aug 06, 2026
Alliance Wealth Advisors, LLC /UT History No change 9,736 504 0.1% 0.1% 671 0 0.0% Q2 2026 Jul 23, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 9,724 503 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 14, 2026
Landmark Wealth Management, LLC History No change 9,678 501 0.12% 0.12% 673 0 0.0% Q2 2026 Aug 10, 2026
Csenge Advisory Group History No change 9,660 500 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 10, 2026
TSA Wealth Managment LLC History No change 9,648 499 0.14% 0.14% 675 0 0.0% Q2 2026 Aug 03, 2026
Claro Advisors Inc. History No change 9,631 498 0.05% 0.05% 676 0 0.0% Q2 2026 Jul 30, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 9,562 495 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 13, 2026
SkyOak Wealth, LLC History No change 9,552 494 0.08% 0.08% 678 0 0.0% Q2 2026 Jul 30, 2026
PKS Advisory Services, LLC History No change 9,537 493 0.08% 0.08% 679 0 0.0% Q2 2026 Aug 04, 2026
Trek Financial, LLC History No change 9,483 491 0.02% 0.02% 680 0 0.0% Q2 2026 Aug 13, 2026
ACT Advisors, LLC. History No change 9,476 490 0.16% 0.16% 681 0 0.0% Q2 2026 Jul 22, 2026
Wescott Financial Advisory Group, LLC History No change 9,466 490 0.04% 0.04% 682 0 0.0% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History No change 9,417 487 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 08, 2026
Spinnaker Investment Group, LLC History No change 9,294 481 0.08% 0.08% 684 0 0.0% Q2 2026 Jul 10, 2026
NORTHERN TRUST CORP History No change 9,233 478 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 9,412 475 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 29, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 9,146 473 0.08% 0.08% 687 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Family Advisors, LLC History No change 9,144 473 0.2% 0.2% 688 0 0.0% Q2 2026 Aug 14, 2026
Forbes Financial Planning, Inc. History No change 9,126 472 0.25% 0.25% 689 0 0.0% Q2 2026 Jul 23, 2026
Richard W. Paul & Associates, LLC History No change 9,085 470 0.14% 0.14% 690 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 9,059 469 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 9,058 469 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
Greystone Financial Group, LLC History No change 9,059 469 0.13% 0.13% 693 0 0.0% Q2 2026 Jul 28, 2026
Kelly Financial Services LLC History No change 9,040 468 0.1% 0.1% 694 0 0.0% Q2 2026 Jul 14, 2026
Hopwood Nicholas Hunter History No change 9,042 468 0.13% 0.13% 695 0 0.0% Q2 2026 Aug 14, 2026
Carroll Advisory Group, LLC History No change 8,994 465 0.15% 0.15% 696 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History No change 8,900 460 0.0% 0.0% 697 0 0.0% Q2 2026 Sep 02, 2026
Keener Financial Planning LLC History No change 8,832 457 0.16% 0.16% 698 0 0.0% Q2 2026 Jul 31, 2026
Insight Advisors, LLC/ PA History No change 8,807 456 0.08% 0.08% 699 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Advisors / MI History No change 8,781 454 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 14, 2026
FreeGulliver LLC History No change 8,732 452 0.16% 0.16% 701 0 0.0% Q2 2026 Aug 11, 2026
Kesler, Norman & Wride, LLC History No change 8,676 449 0.07% 0.07% 702 0 0.0% Q2 2026 Jul 23, 2026
Manhattan West Asset Management, LLC History No change 8,668 448 0.07% 0.07% 703 0 0.0% Q2 2026 Aug 11, 2026
Formidable Asset Management, LLC History No change 9,523 446 0.07% 0.07% 704 0 0.0% Q2 2026 Jul 17, 2026
Bahl & Gaynor LLC History No change 8,512 440 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 13, 2026
Redmond Asset Management, LLC History No change 8,498 440 0.11% 0.11% 706 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 8,504 440 0.05% 0.05% 707 0 0.0% Q2 2026 Jul 15, 2026
RCS Financial Planning, LLC History No change 8,497 439 0.21% 0.21% 708 0 0.0% Q2 2026 Jul 22, 2026
Clarity Capital Advisors, LLC History No change 8,459 438 0.18% 0.18% 709 0 0.0% Q2 2026 Jul 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,455 437 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 07, 2026
PFG Advisors History No change 8,408 435 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 16, 2026
Carrera Capital Advisors History No change 8,345 432 0.06% 0.06% 712 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 8,342 431 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 30, 2026
Curi Capital, LLC History No change 8,321 430 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 8,195 424 0.02% 0.02% 715 0 0.0% Q2 2026 Jul 21, 2026
CALTON & ASSOCIATES, INC. History No change 8,182 423 0.06% 0.06% 716 0 0.0% Q2 2026 Aug 10, 2026
Wealthfront Advisers LLC History No change 8,158 422 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 8,208 421 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 10, 2026
Weitzel Financial Services, Inc. History No change 8,186 417 0.14% 0.14% 719 0 0.0% Q2 2026 Jul 14, 2026
E&G Advisors, LLC History No change 8,004 414 0.08% 0.08% 720 0 0.0% Q2 2026 Jul 23, 2026
Firestone Capital Management History No change 8,003 414 0.08% 0.08% 721 0 0.0% Q2 2026 Jul 31, 2026
Koss-Olinger Consulting, LLC History No change 8,000 414 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 10, 2026
E6 Portfolios, LLC History No change 8,014 414 0.33% 0.33% 723 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 7,979 413 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 24, 2026
Sterling Wealth Management, Inc. History No change 7,904 409 0.1% 0.1% 725 0 0.0% Q2 2026 Jul 30, 2026
Lantz Financial LLC History No change 7,891 408 0.07% 0.07% 726 0 0.0% Q2 2026 Jul 09, 2026
BRIGHTON JONES LLC History No change 7,874 407 0.01% 0.01% 727 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Advisors, LLC History No change 7,840 405 0.18% 0.18% 728 0 0.0% Q2 2026 Aug 14, 2026
Advocacy Wealth Management, LLC History No change 7,682 397 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 29, 2026
NorthCrest Asset Manangement, LLC History No change 7,695 397 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 15, 2026
BCI SECURITIES, INC. History No change 7,625 394 3.4% 3.4% 731 0 0.0% Q2 2026 Jul 30, 2026
Fortitude Financial, LLC History No change 7,614 394 0.35% 0.35% 732 0 0.0% Q2 2026 Jul 09, 2026
Vertex Planning Partners, LLC History No change 7,571 392 0.06% 0.06% 733 0 0.0% Q2 2026 Aug 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 7,568 391 0.08% 0.08% 734 0 0.0% Q2 2026 Jul 17, 2026
Destiny Capital Corp/CO History No change 7,445 385 0.18% 0.18% 735 0 0.0% Q2 2026 Aug 10, 2026
Clear Retirement Advice LLC History No change 7,412 383 0.26% 0.26% 736 0 0.0% Q2 2026 Jul 15, 2026
Mutual Advisors, LLC History No change 7,329 379 0.01% 0.01% 737 0 0.0% Q2 2026 Aug 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 7,269 376 0.1% 0.1% 738 0 0.0% Q2 2026 Jul 09, 2026
R2 Capital Strategies, LLC History No change 7,275 376 0.17% 0.17% 739 0 0.0% Q2 2026 Jul 23, 2026
BURNEY CO/ History No change 7,203 372 0.01% 0.01% 740 0 0.0% Q2 2026 Jul 14, 2026
Gerald Baker Financial Group LLC History No change 7,203 372 0.11% 0.11% 741 0 0.0% Q2 2026 Aug 03, 2026
Professional Financial Advisors, LLC History No change 7,145 369 0.06% 0.06% 742 0 0.0% Q2 2026 Jul 09, 2026
Balentine LLC History No change 7,111 368 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 06, 2026
HUB Investment Partners, LLC History No change 7,118 368 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 31, 2026
Accurate Wealth Management, LLC History No change 7,106 368 0.04% 0.04% 745 0 0.0% Q2 2026 Jul 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 7,065 365 0.04% 0.04% 746 0 0.0% Q2 2026 Sep 02, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 7,100 362 0.01% 0.01% 747 0 0.0% Q2 2026 Jul 27, 2026
Castleview Partners, LLC History No change 6,971 360 0.16% 0.16% 748 0 0.0% Q2 2026 Jul 20, 2026
CABOT WEALTH MANAGEMENT INC History No change 6,938 359 0.04% 0.04% 749 0 0.0% Q2 2026 Jul 31, 2026
Wilkerson Advisory Group LLC History No change 6,949 359 0.11% 0.11% 750 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 6,869 355 0.01% 0.01% 751 0 0.0% Q2 2026 Jul 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 6,791 351 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 03, 2026
Davis Wealth Advisors, LLC History No change 6,754 349 0.27% 0.27% 753 0 0.0% Q2 2026 Aug 14, 2026
SIMA Wealth Partners, LLC History No change 6,752 349 0.25% 0.25% 754 0 0.0% Q2 2026 Jul 28, 2026
GERMAN AMERICAN BANCORP, INC. History No change 6,711 347 0.03% 0.03% 755 0 0.0% Q2 2026 Aug 06, 2026
Financial Guidance Group, Inc. History No change 6,688 346 0.13% 0.13% 756 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 6,672 345 0.05% 0.05% 757 0 0.0% Q2 2026 Aug 05, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 6,628 343 0.04% 0.04% 758 0 0.0% Q2 2026 Aug 11, 2026
Barnes Wealth Management Group, Inc History No change 6,624 342 0.16% 0.16% 759 0 0.0% Q2 2026 Jul 24, 2026
Fortis Capital Advisors, LLC History No change 6,600 341 0.04% 0.04% 760 0 0.0% Q2 2026 Jul 31, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 6,577 340 0.32% 0.32% 761 0 0.0% Q2 2026 Aug 07, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 6,548 339 0.29% 0.29% 762 0 0.0% Q2 2026 Jul 24, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 6,554 339 0.09% 0.09% 763 0 0.0% Q2 2026 Jul 13, 2026
KPP Advisory Services LLC History No change 6,560 339 0.04% 0.04% 764 0 0.0% Q2 2026 Jul 24, 2026
Financial Plan, Inc. History No change 6,537 338 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 14, 2026
Narus Financial Partners, LLC History No change 6,519 337 0.09% 0.09% 766 0 0.0% Q2 2026 Jul 31, 2026
Voya Financial Advisors, Inc. History No change 6,471 332 0.03% 0.03% 767 0 0.0% Q2 2026 Aug 12, 2026
High Net Worth Advisory Group LLC History No change 6,395 331 0.07% 0.07% 768 0 0.0% Q2 2026 Jul 29, 2026
Sovran Advisors, LLC History No change 6,567 328 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 29, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 6,320 327 0.23% 0.23% 770 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO History No change 6,220 323 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 6,238 323 0.03% 0.03% 772 0 0.0% Q2 2026 Jul 10, 2026
Triad Wealth Partners, LLC History No change 6,336 323 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 10, 2026
Donalies Financial Planning, LLC History No change 6,221 322 0.24% 0.24% 774 0 0.0% Q2 2026 Aug 06, 2026
Graetz Wealth LLC History No change 6,204 321 0.26% 0.26% 775 0 0.0% Q2 2026 Aug 13, 2026
Astoria Strategic Wealth, Inc. History No change 6,177 319 0.07% 0.07% 776 0 0.0% Q2 2026 Jul 16, 2026
Thrive Wealth Management, LLC History No change 6,119 316 0.04% 0.04% 777 0 0.0% Q2 2026 Jul 07, 2026
KM Capital Management Ltd. History No change 6,110 316 0.15% 0.15% 778 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 6,071 314 0.05% 0.05% 779 0 0.0% Q2 2026 Aug 05, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 6,068 314 0.04% 0.04% 780 0 0.0% Q2 2026 Jul 22, 2026
Aspect Partners, LLC History No change 6,074 314 0.12% 0.12% 781 0 0.0% Q2 2026 Jul 16, 2026
Barnes Dennig Private Wealth Management LLC History No change 6,048 313 0.25% 0.25% 782 0 0.0% Q2 2026 Jul 15, 2026
APS Management Group, Inc. History No change 6,036 312 0.24% 0.24% 783 0 0.0% Q2 2026 Jul 10, 2026
Prosperity Financial Group, Inc. History No change 5,968 309 0.1% 0.1% 784 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 5,980 309 0.06% 0.06% 785 0 0.0% Q2 2026 Aug 04, 2026
Wealth Advisors Northwest LLC History No change 5,945 307 0.1% 0.1% 786 0 0.0% Q2 2026 Jul 14, 2026
Eddie Patel Inc History No change 5,876 304 0.18% 0.18% 787 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 5,821 301 0.01% 0.01% 788 0 0.0% Q2 2026 Aug 05, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 5,825 301 0.12% 0.12% 789 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 5,757 298 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 14, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 5,737 297 0.11% 0.11% 791 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisors, LLC History No change 5,701 295 0.04% 0.04% 792 0 0.0% Q2 2026 Jul 22, 2026
J2 Capital Management Inc History No change 5,685 294 0.2% 0.2% 793 0 0.0% Q2 2026 Jul 20, 2026
AlTi Global, Inc. History No change 5,657 292 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 05, 2026
Cogent Private Wealth, Inc. History No change 5,511 285 0.18% 0.18% 795 0 0.0% Q2 2026 Aug 05, 2026
Fragasso Financial Advisors Inc History No change 5,492 284 0.02% 0.02% 796 0 0.0% Q2 2026 Jul 09, 2026
Bluespring Wealth Management, LLC History No change 5,431 281 0.01% 0.01% 797 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,391 279 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History No change 5,390 279 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 27, 2026
True North Advisors, LLC History No change 5,388 278 0.03% 0.03% 800 0 0.0% Q2 2026 Jul 22, 2026
Lutz Financial Services LLC History No change 5,371 278 0.02% 0.02% 801 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 5,309 274 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 5,272 272 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 24, 2026
DV Trading LLC History No change 5,200 269 0.01% 0.01% 804 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 5,195 268 0.04% 0.04% 805 0 0.0% Q2 2026 Jul 30, 2026
Western Reserve Capital Management, LLC History No change 5,149 266 0.2% 0.2% 806 0 0.0% Q2 2026 Jul 21, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,122 265 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 5,661 265 0.01% 0.01% 808 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History No change 5,081 263 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 5,060 261 0.05% 0.05% 810 0 0.0% Q2 2026 Jul 10, 2026
Tilson Financial Group, Inc. History No change 5,032 260 0.07% 0.07% 811 0 0.0% Q2 2026 Jul 27, 2026
FC Advisory LLC History No change 5,021 259 0.07% 0.07% 812 0 0.0% Q2 2026 Jul 09, 2026
Golden State Wealth Management, LLC History No change 5,015 259 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 22, 2026
JGP Wealth Management, LLC History No change 4,992 258 0.02% 0.02% 814 0 0.0% Q2 2026 Jul 07, 2026
Vawter Financial, Ltd. History No change 4,924 254 0.1% 0.1% 815 0 0.0% Q2 2026 Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 4,920 254 0.18% 0.18% 816 0 0.0% Q2 2026 Aug 11, 2026
Hobbs Group Advisors, LLC History No change 4,898 253 0.07% 0.07% 817 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,885 252 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 4,872 252 0.0% 0.0% 819 0 0.0% Q2 2026 Jul 23, 2026
Kelman-Lazarov, Inc. History No change 4,867 252 0.03% 0.03% 820 0 0.0% Q2 2026 Aug 10, 2026
Capital CS Group, LLC History No change 4,862 251 0.2% 0.2% 821 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC History Reduced 4,820 249 0.02% 0.02% 822 -34 -0.7% Q3 2026 Oct 01, 2026
OFS Enterprise LLC History No change 4,809 249 0.06% 0.06% 823 0 0.0% Q2 2026 Jul 08, 2026
NICOLET BANKSHARES INC History No change 4,774 248 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 11, 2026
Prostatis Group LLC History No change 4,802 248 0.06% 0.06% 825 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 4,782 247 0.02% 0.02% 826 0 0.0% Q2 2026 Jul 09, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 4,787 247 0.07% 0.07% 827 0 0.0% Q2 2026 Jul 16, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,733 245 0.03% 0.03% 828 0 0.0% Q2 2026 Jul 20, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,705 243 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 07, 2026
Sun Financial Inc History No change 4,622 241 0.11% 0.11% 830 0 0.0% Q2 2026 Aug 11, 2026
Ariadne Wealth Management, LP History No change 4,653 240 0.11% 0.11% 831 0 0.0% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History No change 4,617 239 0.03% 0.03% 832 0 0.0% Q2 2026 Jul 15, 2026
Orographic Financial Advisors, LLC History No change 4,573 239 0.16% 0.16% 833 0 0.0% Q2 2026 Aug 13, 2026
Hershey Financial Advisers, LLC History No change 4,598 238 0.17% 0.17% 834 0 0.0% Q2 2026 Aug 11, 2026
MSH Capital Advisors LLC History No change 4,583 237 0.04% 0.04% 835 0 0.0% Q2 2026 Aug 10, 2026
Fisher Asset Management, LLC History No change 4,572 236 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 04, 2026
Forvis Mazars Wealth Advisors, LLC History No change 4,568 236 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 4,522 234 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,503 233 0.02% 0.02% 839 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ALLIANCE, LLC History No change 4,498 232 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 11, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,468 231 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 23, 2026
Inspire Advisors, LLC History No change 4,478 231 0.02% 0.02% 842 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 4,405 228 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 11, 2026
Topsail Wealth Management, LLC History No change 4,410 228 0.03% 0.03% 844 0 0.0% Q2 2026 Aug 13, 2026
Whalen Wealth Management Inc. History No change 4,400 227 0.1% 0.1% 845 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 4,380 226 0.0% 0.0% 846 0 0.0% Q2 2026 Jul 27, 2026
Truepoint, Inc. History No change 4,358 225 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 31, 2026
Elm3 Financial Group, LLC History No change 4,363 225 0.15% 0.15% 848 0 0.0% Q2 2026 Jul 29, 2026
VANCE WEALTH, LLC History No change 4,339 224 0.05% 0.05% 849 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 4,277 221 0.03% 0.03% 850 0 0.0% Q2 2026 Jul 23, 2026
KICKSTAND VENTURES, LLC. History No change 4,258 220 0.04% 0.04% 851 0 0.0% Q2 2026 Jul 30, 2026
Fortune Financial Advisors, LLC History No change 4,229 218 0.09% 0.09% 852 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 4,161 215 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 4,116 213 0.03% 0.03% 854 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 4,104 212 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 11, 2026
Falcon Wealth Planning History No change 4,080 211 0.01% 0.01% 856 0 0.0% Q2 2026 Jul 13, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 4,082 211 0.15% 0.15% 857 0 0.0% Q2 2026 Aug 10, 2026
Proficio Capital Partners LLC History No change 4,062 210 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 4,027 208 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 3,976 205 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 11, 2026
AssuredPartners Investment Advisors, LLC History No change 3,975 205 0.02% 0.02% 861 0 0.0% Q2 2026 Aug 10, 2026
Strategic Blueprint, LLC History No change 3,945 204 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 23, 2026
BCK Partners, Inc. History No change 3,940 204 0.1% 0.1% 863 0 0.0% Q2 2026 Jul 17, 2026
Investments & Financial Planning, LLC History No change 3,949 204 0.1% 0.1% 864 0 0.0% Q2 2026 Aug 12, 2026
Chris Bulman Inc History No change 3,952 204 0.07% 0.07% 865 0 0.0% Q2 2026 Jul 22, 2026
WEALTHGARDEN F.S. LLC History No change 3,909 202 0.11% 0.11% 866 0 0.0% Q2 2026 Jul 31, 2026
WealthShield Partners, LLC History No change 3,736 193 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 3,721 192 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 3,471 179 0.12% 0.12% 869 0 0.0% Q2 2026 Jul 28, 2026
Copia Wealth Management History No change 3,464 179 0.11% 0.11% 870 0 0.0% Q2 2026 Aug 17, 2026
LRI Investments, LLC History No change 3,387 175 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 14, 2026
Rakuten Securities, Inc. History No change 3,285 170 0.04% 0.04% 872 0 0.0% Q2 2026 Aug 11, 2026
Oakmont Advisory Group, LLC History No change 3,154 163 0.14% 0.14% 873 0 0.0% Q2 2026 Aug 03, 2026
Ashton Thomas Private Wealth, LLC History No change 2,838 146 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 29, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2,802 145 0.02% 0.02% 875 0 0.0% Q2 2026 Jul 27, 2026
Glassman Wealth Services History No change 2,803 145 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 2,780 143 0.03% 0.03% 877 0 0.0% Q2 2026 Jul 31, 2026
Markowski Investments History No change 2,780 143 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 2,560 132 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 10, 2026
Rialto Wealth Management, LLC History No change 2,512 130 0.03% 0.03% 880 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History No change 2,436 126 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 07, 2026
Provenance Wealth Advisors, LLC History No change 2,397 124 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 2,390 123 0.14% 0.14% 883 0 0.0% Q2 2026 Jul 02, 2026
Napier Financial, LLC History No change 2,373 122 0.03% 0.03% 884 0 0.0% Q2 2026 Jul 31, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,205 114 0.03% 0.03% 885 0 0.0% Q2 2026 Sep 02, 2026
SBI Securities Co., Ltd. History No change 2,196 113 0.0% 0.0% 886 0 0.0% Q2 2026 Jul 22, 2026
MeadowBrook Investment Advisors LLC History No change 2,124 109 0.09% 0.09% 887 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 2,107 109 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,090 108 0.0% 0.0% 889 0 0.0% Q2 2026 Jul 20, 2026
IMA Advisory Services, Inc. History No change 2,071 107 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 2,012 104 0.19% 0.19% 891 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,983 102 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History No change 1,842 95 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 13, 2026
BALLAST ADVISORS LLC History No change 1,815 93 0.02% 0.02% 894 0 0.0% Q2 2026 Aug 12, 2026
Graney & King, LLC History No change 1,814 93 0.03% 0.03% 895 0 0.0% Q2 2026 Aug 07, 2026
Downshift Financial, LLC History No change 1,814 93 0.04% 0.04% 896 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 1,733 89 0.02% 0.02% 897 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,696 87 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 1,674 86 0.03% 0.03% 899 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 1,644 85 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 1,637 84 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 1,622 83 0.02% 0.02% 902 0 0.0% Q2 2026 Jul 24, 2026
Glass Jacobson Investment Advisors llc History No change 1,608 83 0.03% 0.03% 903 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Trust, LLC History No change 1,600 82 0.01% 0.01% 904 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 1,526 79 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 07, 2026
Planning Strategies Inc. History Reduced 1,500 77 0.05% 0.05% 906 -80 -5.06% Q3 2026 Oct 02, 2026
Covestor Ltd History No change 1,455 75 0.04% 0.04% 907 0 0.0% Q2 2026 Aug 07, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 1,411 73 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 1,419 73 0.04% 0.04% 909 0 0.0% Q2 2026 Jul 15, 2026
WealthCollab, LLC History No change 1,424 73 0.03% 0.03% 910 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,307 67 0.01% 0.01% 911 0 0.0% Q2 2026 Jul 29, 2026
Gould Capital, LLC History No change 1,310 67 0.04% 0.04% 912 0 0.0% Q2 2026 Aug 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,280 66 0.0% 0.0% 913 0 0.0% Q2 2026 Jul 21, 2026
Front Row Advisors LLC History No change 1,271 66 0.02% 0.02% 914 0 0.0% Q2 2026 Aug 13, 2026
Lavaca Capital LLC History No change 1,258 65 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 1,193 62 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 1,205 62 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,163 60 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 14, 2026
Addison Advisors LLC History No change 1,145 59 0.03% 0.03% 919 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,147 59 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,091 56 0.04% 0.04% 921 0 0.0% Q2 2026 Jul 06, 2026
Tidemark, LLC History No change 1,007 52 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 10, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 1,000 51 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,068 50 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 946 48 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 08, 2026
Cherry Tree Wealth Management, LLC History No change 943 48 0.01% 0.01% 926 0 0.0% Q2 2026 Sep 15, 2026
Sunrise Financial Services, LLC History No change 932 48 0.03% 0.03% 927 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 893 46 0.01% 0.01% 928 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 862 44 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 862 44 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 800 41 0.0% 0.0% 931 0 0.0% Q2 2026 Sep 15, 2026
Blue Trust, Inc. History No change 771 39 0.0% 0.0% 932 0 0.0% Q2 2026 Jul 21, 2026
Key Capital Management, INC History No change 768 39 0.02% 0.02% 933 0 0.0% Q2 2026 Jul 27, 2026
GILL CAPITAL PARTNERS, LLC History No change 722 37 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 20, 2026
Cape Investment Advisory, Inc. History No change 729 37 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 678 35 0.0% 0.0% 936 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 692 35 0.0% 0.0% 937 0 0.0% Q2 2026 Jul 20, 2026
Robinswood Financial LLC History No change 694 35 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 14, 2026
Legacy Bridge, LLC History No change 671 34 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 645 33 0.01% 0.01% 940 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 626 32 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 620 32 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 30, 2026
Quest 10 Wealth Builders, Inc. History No change 606 31 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 24, 2026
Essential Partners LLC History No change 608 31 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 590 30 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 06, 2026
Your Advocates Ltd., LLP History No change 576 29 0.01% 0.01% 946 0 0.0% Q2 2026 Aug 05, 2026
IMG Wealth Management, Inc. History No change 561 29 0.02% 0.02% 947 0 0.0% Q2 2026 Aug 07, 2026
First Command Advisory Services, Inc. History No change 556 28 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 10, 2026
REAP Financial Group, LLC History No change 544 28 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 533 27 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 31, 2026
Washington Trust Advisors, Inc. History No change 506 26 0.0% 0.0% 951 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 500 25 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 496 25 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 468 24 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 31, 2026
TOMPKINS FINANCIAL CORP History No change 469 24 0.0% 0.0% 955 0 0.0% Q2 2026 Jul 15, 2026
Investment Research & Advisory Group, Inc. History No change 457 23 0.01% 0.01% 956 0 0.0% Q2 2026 Jul 23, 2026
MASECO LLP History No change 433 22 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 418 21 0.01% 0.01% 958 0 0.0% Q2 2026 Jul 08, 2026
Transamerica Financial Advisors, LLC History No change 416 21 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 14, 2026
Accent Capital Management, LLC History No change 400 20 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 370 19 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 05, 2026
Longview Financial Advisors LLC History No change 372 19 0.01% 0.01% 962 0 0.0% Q2 2026 Jul 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 355 18 0.0% 0.0% 963 0 0.0% Q2 2026 Jul 15, 2026
BankPlus Trust Department History No change 339 17 0.0% 0.0% 964 0 0.0% Q2 2026 Jul 28, 2026
Ares Financial Consulting, LLC History No change 334 17 0.01% 0.01% 965 0 0.0% Q2 2026 Jul 09, 2026
BLUELINE ADVISORS LLC History No change 324 16 0.01% 0.01% 966 0 0.0% Q2 2026 Jul 27, 2026
Essential Investment Partners LLC History No change 321 16 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 298 15 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 03, 2026
TOWER TRUST & INVESTMENT Co History No change 300 15 0.01% 0.01% 969 0 0.0% Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 290 15 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 277 14 0.0% 0.0% 971 0 0.0% Q2 2026 Jul 17, 2026
MCF Advisors LLC History No change 276 14 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 12, 2026
Frazier Financial Advisors, LLC History No change 279 14 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 287 14 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History No change 289 14 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 05, 2026
Allied Private Wealth LLC History No change 280 14 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 09, 2026
GLENMEDE TRUST CO NA History No change 240 12 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 232 12 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 04, 2026
Westend Capital Management, LLC History No change 235 12 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 07, 2026
Davis Capital Management History No change 239 12 0.01% 0.01% 980 0 0.0% Q2 2026 Jul 16, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 250 12 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 13, 2026
Colonial Trust Co / SC History No change 238 12 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 234 12 0.01% 0.01% 983 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 220 11 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 13, 2026
Miller Global Investments, LLC History No change 215 11 0.01% 0.01% 985 0 0.0% Q3 2026 Oct 02, 2026
SIMPLEX TRADING, LLC History No change 208 10 0.0% 0.0% 986 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 212 10 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 23, 2026
Fortis Group Advisors, LLC History No change 195 10 0.0% 0.0% 988 0 0.0% Q2 2026 Jul 24, 2026
Cordant, Inc. History No change 202 10 0.0% 0.0% 989 0 0.0% Q2 2026 Jul 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 196 10 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 193 9 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 160 8 0.0% 0.0% 992 0 0.0% Q2 2026 Jul 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 168 8 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 22, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 156 8 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 148 7 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Edge Private Wealth Management, LLC History No change 140 7 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 23, 2026
1015 Capital Partners, LLC History No change 143 7 0.01% 0.01% 997 0 0.0% Q2 2026 Jul 21, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 127 6 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 04, 2026
Plante Moran Financial Advisors, LLC History No change 130 6 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 06, 2026
Princeton Global Asset Management LLC History No change 122 6 0.0% 0.0% 1000 0 0.0% Q2 2026 Jul 16, 2026
Signature Resources Capital Management, LLC History No change 127 6 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 13, 2026
GODSEY & GIBB, INC History No change 104 5 0.0% 0.0% 1002 0 0.0% Q2 2026 Jul 13, 2026
Elevated Capital Advisors, LLC History No change 104 5 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 03, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 114 5 0.0% 0.0% 1004 0 0.0% Q2 2026 Jul 17, 2026
Comprehensive Financial Planning, Inc./PA History No change 106 5 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 98 5 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 90 4 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 14, 2026
RMG Wealth Management LLC History No change 77 4 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 13, 2026
Meramec Financial Planners, LLC History No change 86 4 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 82 4 0.0% 0.0% 1010 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 79 4 0.0% 0.0% 1011 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 60 3 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 30, 2026
AMERICAN NATIONAL BANK & TRUST History No change 68 3 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 59 3 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 20, 2026
Operose Advisors LLC History No change 63 3 0.0% 0.0% 1015 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History No change 70 3 0.0% 0.0% 1016 0 0.0% Q3 2026 Oct 01, 2026
Wilmington Savings Fund Society, FSB History No change 43 2 0.0% 0.0% 1017 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History No change 48 2 0.0% 0.0% 1018 0 0.0% Q2 2026 Jul 01, 2026
MTM Investment Management, LLC History No change 42 2 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 03, 2026
Nemes Rush Group LLC History No change 50 2 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 39 2 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 57 2 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 40 2 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 11, 2026
Networth Advisors, LLC History No change 53 2 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 57 2 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 24 1 0.0% 0.0% 1026 0 0.0% Q2 2026 Jul 14, 2026
Decker Retirement Planning Inc. History No change 22 1 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 16, 2026
Talon Private Wealth, LLC History No change 20 1 0.0% 0.0% 1028 0 0.0% Q2 2026 Sep 11, 2026
Tower Research Capital LLC (TRC) History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
DecisionPoint Financial, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Strategic Advocates LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Murphy & Mullick Capital Management Corp History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Spurstone Advisory Services, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Dogwood Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
RHL GROUP, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Anchor Bay Capital, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Atomic Invest LLC History No change 2 0 — — — 0 0.0% Q2 2026 Sep 25, 2026