Invesco Exchange-Traded Fund Trust II - SPLV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 6,966,141 521,763 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 4,943,390 370,259 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,827,985 286,716 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 2,186,519 163,770 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,839,172 137,753 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,549,892 116,086 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,536,900 115,113 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,396,456 104,594 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 1,254,188 93,938 0.69% 0.69% 9 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,240,133 92,894 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,121,670 84,013 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 1,058,154 79,255 0.25% 0.25% 12 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 990,440 74,183 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 836,710 62,669 0.08% 0.08% 14 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 740,238 55,455 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 690,000 52,833 1.9% 1.9% 16 0 0.0% Q2 2026 Jul 23, 2026
Qube Research & Technologies Ltd History No change 617,466 46,248 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 608,840 45,600 0.01% 0.01% 18 0 0.0% Q2 2026 Sep 23, 2026
Armbruster Capital Management, Inc. History No change 540,041 40,449 6.03% 6.03% 19 0 0.0% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History No change 519,513 38,911 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 12, 2026
Brookstone Capital Management History No change 512,689 38,400 0.38% 0.38% 21 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 500,430 37,827 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 480,267 35,972 0.16% 0.16% 23 0 0.0% Q2 2026 Jul 27, 2026
GENWORTH FINANCIAL INC History No change 476,493 35,689 7.34% 7.34% 24 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 439,459 32,915 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 03, 2026
Berman McAleer LLC History No change 402,028 30,111 3.49% 3.49% 26 0 0.0% Q2 2026 Jul 16, 2026
New England Private Wealth Advisors LLC History No change 366,189 28,266 2.73% 2.73% 27 0 0.0% Q2 2026 Aug 04, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 331,823 24,853 0.33% 0.33% 28 0 0.0% Q2 2026 Jul 15, 2026
Painted Porch Advisors LLC History No change 323,825 24,254 10.6% 10.6% 29 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 309,928 23,479 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 303,836 22,757 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 296,112 22,457 0.04% 0.04% 32 0 0.0% Q2 2026 Jul 15, 2026
Cambria Investment Management, L.P. History No change 297,416 22,276 1.1% 1.1% 33 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 297,416 22,276 0.12% 0.12% 34 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 288,651 21,495 2.47% 2.47% 35 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 280,102 20,980 0.28% 0.28% 36 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 272,595 20,417 0.05% 0.05% 37 0 0.0% Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 270,128 20,232 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 19, 2026
Kestra Advisory Services, LLC History No change 263,709 19,751 0.06% 0.06% 39 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 256,200 19,189 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 239,390 17,930 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 233,427 17,483 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 228,650 17,125 1.27% 1.27% 43 0 0.0% Q2 2026 Jul 28, 2026
Dynasty Wealth Management, LLC History No change 225,564 16,894 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 13, 2026
Diametric Capital, LP History No change 225,231 16,869 1.78% 1.78% 45 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 220,966 16,550 0.11% 0.11% 46 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 216,756 16,235 0.1% 0.1% 47 0 0.0% Q2 2026 Aug 17, 2026
Prospera Financial Services Inc History No change 198,593 14,875 0.22% 0.22% 48 0 0.0% Q2 2026 Jul 15, 2026
COMMERCE BANK History No change 193,882 14,521 0.06% 0.06% 49 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 185,854 14,067 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 187,615 14,052 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 181,182 13,570 0.28% 0.28% 52 0 0.0% Q2 2026 Aug 06, 2026
Ballast, Inc. History No change 173,437 12,990 2.45% 2.45% 53 0 0.0% Q2 2026 Jul 10, 2026
Jump Financial, LLC History No change 170,504 12,770 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 167,698 12,560 1.84% 1.84% 55 0 0.0% Q2 2026 Aug 06, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 174,543 12,307 6.81% 7.03% 56 +4,116 2.42% Q3 2026 Oct 07, 2026
EP Wealth Advisors, LLC History No change 162,597 12,178 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 161,837 12,121 0.6% 0.6% 58 0 0.0% Q2 2026 Jul 10, 2026
Corient Private Wealth LP History No change 158,154 11,845 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 27, 2026
NewEdge Advisors, LLC History No change 157,048 11,762 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Advisors, LLC /UT History No change 153,535 11,499 2.17% 2.17% 61 0 0.0% Q2 2026 Jul 23, 2026
Lido Advisors, LLC History No change 152,649 11,433 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 150,704 11,287 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors, Ltd. LLC History No change 150,472 11,270 1.14% 1.14% 64 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisory Services, LLC History No change 150,473 11,270 0.7% 0.7% 65 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 149,779 11,218 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 144,495 10,822 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 142,474 10,671 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 140,523 10,525 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 139,600 10,456 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 134,003 10,036 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
O'ROURKE & COMPANY, Inc History No change 131,930 9,881 3.45% 3.45% 72 0 0.0% Q2 2026 Aug 14, 2026
Traynor Capital Management, Inc. History No change 130,074 9,742 0.45% 0.45% 73 0 0.0% Q2 2026 Jul 22, 2026
Nilsine Partners, LLC History No change 122,667 9,187 0.64% 0.64% 74 0 0.0% Q2 2026 Jul 24, 2026
Commonwealth Financial Services, LLC History No change 117,275 8,783 1.18% 1.18% 75 0 0.0% Q2 2026 Jul 15, 2026
Vigilare Wealth Management History No change 114,391 8,567 2.63% 2.63% 76 0 0.0% Q2 2026 Jul 06, 2026
Waterloo Capital, L.P. History No change 113,513 8,502 0.48% 0.48% 77 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 111,868 8,378 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 111,620 8,360 0.01% 0.01% 79 0 0.0% Q2 2026 Jul 28, 2026
Fortune Financial Group, Inc. History No change 110,796 8,298 6.5% 6.5% 80 0 0.0% Q2 2026 Jul 24, 2026
Stewardship Advisors, LLC History No change 108,029 8,091 1.68% 1.68% 81 0 0.0% Q2 2026 Jul 20, 2026
Sequoia Financial Advisors, LLC History No change 101,327 7,589 0.04% 0.04% 82 0 0.0% Q2 2026 Jul 17, 2026
HB Wealth Management, LLC History No change 100,929 7,559 0.04% 0.04% 83 0 0.0% Q2 2026 Jul 29, 2026
Jackson, Grant Investment Advisers, Inc. History No change 100,808 7,550 2.34% 2.34% 84 0 0.0% Q2 2026 Jul 31, 2026
PARK AVENUE SECURITIES LLC History No change 98,802 7,400 0.05% 0.05% 85 0 0.0% Q2 2026 Jul 20, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 96,573 7,233 5.12% 5.12% 86 0 0.0% Q2 2026 Aug 10, 2026
GTS SECURITIES LLC History No change 95,221 7,132 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 14, 2026
CFG Wealth Management Services, Inc. History No change 94,664 7,050 6.62% 6.62% 88 0 0.0% Q2 2026 Jul 15, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 93,086 6,972 1.43% 1.43% 89 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Wealth History No change 91,819 6,877 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 12, 2026
First PREMIER Bank History No change 90,988 6,815 1.1% 1.1% 91 0 0.0% Q2 2026 Jul 15, 2026
PETRA FINANCIAL ADVISORS INC History No change 89,546 6,706 3.11% 3.11% 92 0 0.0% Q2 2026 Jul 24, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 88,300 6,613 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 85,394 6,396 0.17% 0.17% 94 0 0.0% Q2 2026 Jul 13, 2026
Waverly Advisors, LLC History No change 84,895 6,358 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 84,613 6,337 1.47% 1.47% 96 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 83,931 6,286 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 81,890 6,133 0.31% 0.31% 98 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 81,484 6,103 2.76% 2.76% 99 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 80,047 5,995 0.1% 0.1% 100 0 0.0% Q2 2026 Jul 21, 2026
Curi Capital, LLC History No change 79,817 5,978 0.09% 0.09% 101 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 77,631 5,814 0.09% 0.09% 102 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 76,779 5,750 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 1,752 5,589 0.46% 0.46% 104 0 0.0% Q2 2026 Aug 14, 2026
Value Investment Professionals, LLC History No change 74,417 5,573 4.69% 4.69% 105 0 0.0% Q2 2026 Jul 07, 2026
Israel Discount Bank of New York History No change 73,385 5,496 10.17% 10.17% 106 0 0.0% Q2 2026 Jul 07, 2026
GLENMEDE TRUST CO NA History No change 72,480 5,428 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Group, Inc. History No change 71,724 5,372 2.51% 2.51% 108 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD SECURITIES, INC. History No change 70,292 5,264 0.3% 0.3% 109 0 0.0% Q2 2026 Jul 15, 2026
Blue Door Asset Management, LLC History No change 70,000 5,243 2.47% 2.47% 110 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 68,293 5,115 0.2% 0.2% 111 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 65,014 4,869 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 64,033 4,796 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
G&S Capital LLC History No change 63,792 4,778 1.38% 1.38% 114 0 0.0% Q2 2026 Jul 10, 2026
Baird Financial Group, Inc. History No change 62,979 4,717 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 12, 2026
COZAD ASSET MANAGEMENT INC History No change 62,348 4,669 0.3% 0.3% 116 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 62,002 4,643 0.74% 0.74% 117 0 0.0% Q2 2026 Jul 24, 2026
Cherry Tree Wealth Management, LLC History No change 60,920 4,562 0.86% 0.86% 118 0 0.0% Q2 2026 Sep 15, 2026
Trinity Wealth Management, LLC History No change 60,713 4,547 1.44% 1.44% 119 0 0.0% Q2 2026 Jul 07, 2026
&PARTNERS History No change 58,991 4,528 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
Banque Transatlantique SA History No change 60,168 4,506 0.1% 0.1% 121 0 0.0% Q2 2026 Jul 30, 2026
MGO ONE SEVEN LLC History No change 57,917 4,337 0.07% 0.07% 122 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 57,217 4,285 0.29% 0.29% 123 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 55,222 4,136 0.09% 0.09% 124 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 55,186 4,133 0.18% 0.18% 125 0 0.0% Q2 2026 Jul 29, 2026
Trilogy Capital Inc. History No change 54,849 4,108 0.16% 0.16% 126 0 0.0% Q2 2026 Jul 02, 2026
TWO SIGMA SECURITIES, LLC History No change 53,565 4,012 0.35% 0.35% 127 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 52,981 3,968 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 52,814 3,955 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 13, 2026
Burns Matteson Capital Management, LLC History No change 51,690 3,871 1.21% 1.21% 130 0 0.0% Q2 2026 Jul 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 50,789 3,804 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
Pacific Center for Financial Services History No change 50,777 3,803 0.85% 0.85% 132 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 50,098 3,752 0.15% 0.15% 133 0 0.0% Q2 2026 Jul 23, 2026
BANK OF MONTREAL /CAN/ History No change 49,043 3,673 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 51,113 3,603 0.03% 0.03% 135 +6,436 14.41% Q3 2026 Oct 08, 2026
Johnson & White Wealth Management, LLC History No change 47,405 3,550 1.33% 1.33% 136 0 0.0% Q2 2026 Jul 16, 2026
Corundum Group, Inc. History No change 47,322 3,544 1.05% 1.05% 137 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 46,682 3,496 0.07% 0.07% 138 0 0.0% Q2 2026 Jul 15, 2026
Focus Financial Network, Inc. History No change 46,538 3,485 0.11% 0.11% 139 0 0.0% Q2 2026 Jul 09, 2026
Beacon Pointe Advisors, LLC History No change 46,467 3,480 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 18, 2026
Western Wealth Management, LLC History No change 46,451 3,479 0.11% 0.11% 141 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 46,372 3,473 0.75% 0.75% 142 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 45,276 3,391 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 44,147 3,306 0.09% 0.09% 144 0 0.0% Q2 2026 Aug 05, 2026
Ellis Investment Partners, LLC History No change 42,943 3,216 0.49% 0.49% 145 0 0.0% Q2 2026 Aug 05, 2026
CITADEL ADVISORS LLC History No change 42,393 3,175 0.0% 0.0% 146 0 0.0% Q2 2026 Sep 02, 2026
Merit Financial Group, LLC History No change 41,979 3,144 0.02% 0.02% 147 0 0.0% Q2 2026 Jul 20, 2026
Global Assets Advisory, LLC History No change 41,672 3,141 0.69% 0.69% 148 0 0.0% Q2 2026 Jul 27, 2026
Garden State Investment Advisory Services LLC History No change 41,684 3,122 0.56% 0.56% 149 0 0.0% Q2 2026 Aug 11, 2026
Quantitative Investment Management, LLC History No change 41,231 3,088 0.34% 0.34% 150 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 41,214 3,086 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 05, 2026
Sovereign Investment Advisors, LLC History No change 40,458 3,030 0.57% 0.57% 152 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 40,142 3,006 0.04% 0.04% 153 0 0.0% Q2 2026 Aug 13, 2026
WT Wealth Management History No change 39,937 2,991 0.83% 0.83% 154 0 0.0% Q2 2026 Jul 22, 2026
LMCG INVESTMENTS, LLC History No change 39,926 2,990 0.16% 0.16% 155 0 0.0% Q2 2026 Jul 22, 2026
Total Clarity Wealth Management, Inc. History No change 39,904 2,988 0.58% 0.58% 156 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 39,635 2,968 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 39,447 2,954 1.41% 1.41% 158 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 37,864 2,836 0.31% 0.31% 159 0 0.0% Q2 2026 Aug 10, 2026
Clear Harbor Asset Management, LLC History No change 37,672 2,821 0.17% 0.17% 160 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 37,040 2,774 0.04% 0.04% 161 0 0.0% Q2 2026 Aug 06, 2026
WFA of San Diego, LLC History No change 35,706 2,721 2.23% 2.23% 162 0 0.0% Q2 2026 Aug 14, 2026
Schaeffer Financial LLC History No change 35,733 2,676 2.07% 2.07% 163 0 0.0% Q2 2026 Aug 03, 2026
SCOTIA CAPITAL INC. History No change 35,524 2,660 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 11, 2026
Hansen & Associates Financial Group, Inc. History No change 34,871 2,656 1.52% 1.52% 165 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 34,775 2,604 0.04% 0.04% 166 0 0.0% Q2 2026 Aug 05, 2026
Syntegra Private Wealth Group, LLC History No change 34,487 2,583 0.2% 0.2% 167 0 0.0% Q2 2026 Jul 15, 2026
High Net Worth Advisory Group LLC History No change 33,469 2,506 0.53% 0.53% 168 0 0.0% Q2 2026 Jul 29, 2026
Tradition Wealth Management, LLC History No change 33,451 2,505 0.15% 0.15% 169 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 32,702 2,449 0.06% 0.06% 170 0 0.0% Q2 2026 Aug 11, 2026
WealthBridge Capital Management, LLC History No change 32,498 2,434 0.48% 0.48% 171 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Consulting Group, LLC History No change 32,419 2,428 0.09% 0.09% 172 0 0.0% Q2 2026 Aug 13, 2026
Sherman Wealth Management LLC History No change 32,329 2,421 1.82% 1.82% 173 0 0.0% Q2 2026 Jul 09, 2026
FIRST HORIZON CORP History No change 31,149 2,333 0.09% 0.09% 174 0 0.0% Q2 2026 Jul 20, 2026
Transamerica Financial Advisors, LLC History No change 30,570 2,289 0.19% 0.19% 175 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 30,156 2,258 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 14,914 2,255 0.71% 0.71% 177 0 0.0% Q2 2026 Aug 14, 2026
Selby Wealth Management, LLC History No change 29,827 2,234 0.79% 0.79% 178 0 0.0% Q2 2026 Jul 09, 2026
OPPENHEIMER & CO INC History No change 29,590 2,216 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 29,527 2,211 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 29,379 2,200 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 13, 2026
Avant Capital LLC History No change 29,057 2,176 1.36% 1.36% 182 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 28,958 2,168 0.11% 0.11% 183 0 0.0% Q2 2026 Jul 29, 2026
Verition Fund Management LLC History No change 28,900 2,164 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 14, 2026
COFG Advisors, LLC History No change 28,905 2,164 0.37% 0.37% 185 0 0.0% Q2 2026 Aug 14, 2026
MATTERS CAPITAL LLC History No change 28,371 2,124 1.49% 1.49% 186 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History No change 28,272 2,117 0.04% 0.04% 187 0 0.0% Q2 2026 Jul 13, 2026
FLOW TRADERS U.S. LLC History No change 28,156 2,109 0.09% 0.09% 188 0 0.0% Q2 2026 Aug 14, 2026
Weaver Capital Management LLC History No change 28,807 2,106 0.46% 0.46% 189 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 27,895 2,089 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 24, 2026
WCG Wealth Advisors LLC History No change 27,791 2,081 0.05% 0.05% 191 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 26,826 2,009 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 26,423 1,997 0.06% 0.06% 193 0 0.0% Q2 2026 Aug 12, 2026
Integrated Advisors Network LLC History No change 26,599 1,992 0.09% 0.09% 194 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 26,516 1,986 0.08% 0.08% 195 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 25,907 1,940 0.1% 0.1% 196 0 0.0% Q2 2026 Jul 16, 2026
Amundi History No change 25,619 1,918 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 24,999 1,872 0.25% 0.25% 198 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 24,957 1,869 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 24,562 1,839 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 11, 2026
Old North State Trust, LLC History No change 24,111 1,806 0.93% 0.93% 201 0 0.0% Q2 2026 Aug 17, 2026
Simplicity Wealth,LLC History No change 23,893 1,789 0.06% 0.06% 202 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 23,883 1,788 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 23,791 1,781 0.34% 0.34% 204 0 0.0% Q2 2026 Aug 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 22,868 1,712 0.08% 0.08% 205 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 22,269 1,667 0.04% 0.04% 206 0 0.0% Q2 2026 Jul 29, 2026
TERRIL BROTHERS, INC. History No change 22,084 1,654 0.43% 0.43% 207 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 22,096 1,654 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 27, 2026
Advisory Solutions Group, LLC History No change 22,071 1,653 0.56% 0.56% 209 0 0.0% Q2 2026 Jul 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 21,865 1,637 0.16% 0.16% 210 0 0.0% Q2 2026 Jul 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 21,829 1,634 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 21,537 1,613 0.01% 0.01% 212 0 0.0% Q2 2026 Jul 23, 2026
Great Waters Wealth Management History Added to 22,654 1,597 0.14% 0.16% 213 +38 0.17% Q3 2026 Oct 07, 2026
Acorn Wealth Advisors, LLC History No change 21,296 1,595 0.39% 0.39% 214 0 0.0% Q2 2026 Jul 30, 2026
Advisory Services Network, LLC History No change 21,091 1,579 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 12, 2026
Verity Asset Management, Inc. History No change 20,661 1,547 0.59% 0.59% 216 0 0.0% Q2 2026 Aug 13, 2026
Ridgewood Investments LLC History Reduced 21,917 1,545 0.57% 0.62% 217 -209 -0.94% Q3 2026 Oct 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 20,363 1,525 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 20,182 1,511 0.1% 0.1% 219 0 0.0% Q2 2026 Jul 21, 2026
Long Island Wealth Management, Inc. History No change 20,175 1,511 0.62% 0.62% 220 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 20,162 1,510 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 20,133 1,507 0.08% 0.08% 222 0 0.0% Q2 2026 Aug 12, 2026
Laurel Wealth Planning LLC History No change 20,064 1,502 0.66% 0.66% 223 0 0.0% Q2 2026 Jul 30, 2026
Intesa Sanpaolo S.p.A. History No change 20,000 1,498 0.05% 0.05% 224 0 0.0% Q2 2026 Jul 31, 2026
Quantinno Capital Management LP History No change 19,978 1,496 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 20,972 1,478 0.04% 0.04% 226 +1,535 7.9% Q3 2026 Oct 05, 2026
Wealthcare Advisory Partners LLC History No change 19,672 1,473 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 09, 2026
WealthPlan Investment Management, LLC History No change 19,669 1,473 0.07% 0.07% 228 0 0.0% Q2 2026 Jul 28, 2026
Troutman Wealth Management, LLC History No change 19,562 1,465 1.13% 1.13% 229 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 19,425 1,454 0.06% 0.06% 230 0 0.0% Q2 2026 Jul 27, 2026
Midwest Financial Group LLC History No change 19,046 1,426 0.5% 0.5% 231 0 0.0% Q2 2026 Jul 21, 2026
FINANCIAL LIFE ADVISORS History No change 19,031 1,425 0.41% 0.41% 232 0 0.0% Q2 2026 Jul 28, 2026
Ashton Thomas Private Wealth, LLC History No change 18,987 1,422 0.03% 0.03% 233 0 0.0% Q2 2026 Jul 29, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 18,762 1,405 0.57% 0.57% 234 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 18,752 1,404 0.01% 0.01% 235 0 0.0% Q2 2026 Sep 08, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 18,552 1,389 0.71% 0.71% 236 0 0.0% Q2 2026 Jul 20, 2026
Tempus Wealth Planning, LLC History No change 18,477 1,383 0.27% 0.27% 237 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 17,819 1,375 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 17,819 1,375 0.02% 0.02% 239 0 0.0% Q2 2026 Jul 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 18,328 1,372 0.02% 0.02% 240 0 0.0% Q2 2026 Jul 14, 2026
STEPHENS INC /AR/ History No change 18,286 1,369 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 29, 2026
Paragon Private Wealth Management, LLC History No change 18,066 1,353 0.35% 0.35% 242 0 0.0% Q2 2026 Jul 28, 2026
Laraway Financial Advisors Inc History No change 17,953 1,344 0.82% 0.82% 243 0 0.0% Q2 2026 Aug 03, 2026
Kingstone Capital Partners Texas, LLC History No change 17,898 1,340 0.71% 0.71% 244 0 0.0% Q2 2026 Aug 10, 2026
Santori & Peters, Inc. History No change 17,181 1,286 0.36% 0.36% 245 0 0.0% Q2 2026 Jul 24, 2026
Capstone Wealth Management Group, Inc. History No change 17,110 1,281 0.77% 0.77% 246 0 0.0% Q2 2026 Jul 27, 2026
Flagship Private Wealth, LLC History No change 16,944 1,269 0.45% 0.45% 247 0 0.0% Q2 2026 Aug 04, 2026
Daiwa Securities Group Inc. History No change 16,850 1,262 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 31, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 16,687 1,249 0.09% 0.09% 249 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 16,314 1,221 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
MidFirst Bank History No change 15,980 1,196 0.08% 0.08% 251 0 0.0% Q2 2026 Aug 07, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 15,856 1,187 0.31% 0.31% 252 0 0.0% Q2 2026 Aug 10, 2026
Wealth Intelligence, LLC History No change 15,829 1,185 0.55% 0.55% 253 0 0.0% Q2 2026 Jul 13, 2026
SageView Advisory Group, LLC History No change 15,815 1,184 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 15,518 1,162 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 15,410 1,154 0.05% 0.05% 256 0 0.0% Q2 2026 Aug 06, 2026
Investors Research Corp History Reduced 16,035 1,130 0.2% 0.36% 257 -10,585 -39.76% Q3 2026 Oct 07, 2026
XML Financial, LLC History No change 15,017 1,124 0.08% 0.08% 258 0 0.0% Q2 2026 Jul 24, 2026
Trueblood Wealth Management, LLC History No change 15,013 1,124 0.39% 0.39% 259 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Management, LLC History No change 14,979 1,121 0.05% 0.05% 260 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 14,683 1,099 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 12, 2026
Meridian Financial Advisors, LLC History No change 14,677 1,099 0.53% 0.53% 262 0 0.0% Q2 2026 Jul 22, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 14,652 1,097 0.25% 0.25% 263 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 14,200 1,084 0.02% 0.02% 264 0 0.0% Q2 2026 Jul 29, 2026
TOMPKINS FINANCIAL CORP History Reduced 15,344 1,081 0.08% 0.1% 265 -3,229 -17.39% Q3 2026 Oct 05, 2026
Virtus Wealth Solutions LLC History No change 14,353 1,075 0.15% 0.15% 266 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History No change 14,332 1,073 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 14,188 1,062 0.09% 0.09% 268 0 0.0% Q2 2026 Jul 27, 2026
Principle Wealth Partners LLC History No change 14,141 1,059 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 07, 2026
Onyx Bridge Wealth Group LLC History No change 14,069 1,053 0.09% 0.09% 270 0 0.0% Q2 2026 Jul 23, 2026
AG Asset Advisory, LLC History No change 14,037 1,051 0.85% 0.85% 271 0 0.0% Q2 2026 Aug 03, 2026
Kingsview Wealth Management, LLC History No change 13,895 1,040 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 18, 2026
Symphony Financial, Ltd. Co. History No change 13,749 1,039 0.11% 0.11% 273 0 0.0% Q2 2026 Aug 03, 2026
Venture Visionary Partners LLC History Reduced 14,467 1,020 0.03% 0.03% 275 -198 -1.35% Q3 2026 Oct 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,628 1,020 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 28, 2026
TPG Advisors LLC History No change 13,598 1,018 0.56% 0.56% 276 0 0.0% Q2 2026 Jul 29, 2026
Variant Private Wealth, LLC History No change 13,559 1,015 1.14% 1.14% 277 0 0.0% Q2 2026 Aug 07, 2026
Pettinga Financial Advisors LLC History No change 13,400 1,003 0.16% 0.16% 278 0 0.0% Q2 2026 Jul 09, 2026
GC Wealth Management RIA, LLC History No change 13,308 996 0.06% 0.06% 279 0 0.0% Q2 2026 Jul 16, 2026
SC&H Financial Advisors, Inc. History No change 13,106 981 0.13% 0.13% 280 0 0.0% Q2 2026 Aug 04, 2026
Innova Wealth Partners History No change 13,030 975 0.4% 0.4% 281 0 0.0% Q2 2026 Jul 15, 2026
JTC Employer Solutions Trustee Ltd History No change 13,000 974 0.08% 0.08% 282 0 0.0% Q2 2026 Jul 31, 2026
Northwest & Ethical Investments L.P. History No change 12,892 974 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 13, 2026
Orca Investment Management, LLC History No change 12,918 967 0.7% 0.7% 284 0 0.0% Q2 2026 Aug 06, 2026
LANDAAS & CO /WI /ADV History No change 12,885 965 0.18% 0.18% 285 0 0.0% Q2 2026 Jul 21, 2026
PMG Wealth Management, Inc. History No change 12,824 960 0.59% 0.59% 286 0 0.0% Q2 2026 Aug 05, 2026
Hilltop Holdings Inc. History No change 12,783 957 0.07% 0.07% 287 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 12,766 956 0.06% 0.06% 288 0 0.0% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History No change 13,039 953 0.04% 0.04% 289 0 0.0% Q2 2026 Jul 09, 2026
HBW ADVISORY SERVICES LLC History No change 12,687 950 0.09% 0.09% 290 0 0.0% Q2 2026 Jul 16, 2026
Sage Mountain Advisors LLC History No change 12,635 946 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 12,609 944 0.02% 0.02% 292 0 0.0% Q2 2026 Aug 14, 2026
Arrowroot Family Office, LLC History No change 12,552 940 0.27% 0.27% 293 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 12,460 937 0.05% 0.05% 294 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,483 935 0.03% 0.03% 295 0 0.0% Q2 2026 Aug 10, 2026
MTM Investment Management, LLC History No change 12,489 935 0.27% 0.27% 296 0 0.0% Q2 2026 Aug 03, 2026
Cresset Asset Management, LLC History No change 12,369 926 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 12,216 914 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 27, 2026
Perennial Investment Advisors, LLC History No change 12,211 914 0.06% 0.06% 299 0 0.0% Q2 2026 Aug 14, 2026
Allied Investment Advisors, LLC History No change 12,200 913 0.11% 0.11% 300 0 0.0% Q2 2026 Jul 20, 2026
Magnus Financial Group LLC History No change 12,189 912 0.06% 0.06% 301 0 0.0% Q2 2026 Jul 09, 2026
WELLINGTON-ALTUS USA INC. History No change 12,464 911 0.65% 0.65% 302 0 0.0% Q2 2026 Sep 17, 2026
American Capital Advisory, LLC History No change 12,160 910 0.33% 0.33% 303 0 0.0% Q2 2026 Jul 28, 2026
BRIGHTON JONES LLC History No change 12,110 907 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 12,104 906 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 11, 2026
Round Rock Advisors LLC History No change 12,103 906 0.12% 0.12% 306 0 0.0% Q2 2026 Aug 12, 2026
Decker Wealth Management LLC History No change 12,828 904 0.18% 0.2% 307 0 0.0% Q3 2026 Oct 09, 2026
OneDigital Investment Advisors LLC History No change 11,973 896 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 06, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 11,958 895 0.61% 0.61% 309 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 11,868 888 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Advisors LLC History No change 12,425 887 0.76% 0.76% 311 0 0.0% Q2 2026 Aug 07, 2026
Wolff Financial Management LLC History No change 11,820 885 0.18% 0.18% 312 0 0.0% Q2 2026 Jul 16, 2026
Nikulski Financial, Inc. History No change 11,815 884 0.19% 0.19% 313 0 0.0% Q2 2026 Jul 28, 2026
PATTEN & PATTEN INC/TN History No change 11,778 882 0.05% 0.05% 314 0 0.0% Q2 2026 Aug 05, 2026
Symmetry Partners, LLC History No change 11,737 879 0.04% 0.04% 315 0 0.0% Q2 2026 Jul 23, 2026
Whipplewood Advisors, LLC History No change 11,697 876 0.59% 0.59% 316 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 11,573 866 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
Harfst & Associates, Inc. History No change 11,511 862 0.13% 0.13% 318 0 0.0% Q2 2026 Jul 31, 2026
Tranquility Partners, LLC History No change 11,468 858 0.29% 0.29% 319 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 11,393 855 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 10, 2026
Clark Asset Management, LLC History No change 11,375 851 0.07% 0.07% 321 0 0.0% Q2 2026 Jul 07, 2026
Clearwater Capital Advisors, LLC History No change 11,351 850 0.06% 0.06% 322 0 0.0% Q2 2026 Aug 06, 2026
BTG Pactual Asset Management US LLC History No change 11,345 849 0.05% 0.05% 323 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 11,258 843 0.02% 0.02% 324 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 11,235 841 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 11,186 837 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Advisory Services, LLC History No change 11,146 834 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 14, 2026
Taylor Securities Services, Inc. History No change 11,142 834 0.34% 0.34% 328 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 10,800 822 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 27, 2026
MONEYWISE, INC. History No change 10,838 811 0.3% 0.3% 330 0 0.0% Q2 2026 Jul 21, 2026
EASTERN BANK History No change 11,445 806 0.01% 0.01% 331 0 0.0% Q3 2026 Oct 05, 2026
Bedel Financial Consulting, Inc. History No change 10,696 801 0.08% 0.08% 332 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 10,682 800 0.03% 0.03% 333 0 0.0% Q2 2026 Jul 17, 2026
MONEY CONCEPTS CAPITAL CORP History No change 10,624 795 0.04% 0.04% 334 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 10,627 795 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 07, 2026
Asset One Wealth Management LLC History No change 10,479 790 0.08% 0.08% 336 0 0.0% Q2 2026 Aug 13, 2026
Optivise Advisory Services LLC History No change 10,510 787 0.4% 0.4% 337 0 0.0% Q2 2026 Jul 13, 2026
Grey Fox Wealth Advisors, LLC History No change 10,431 781 0.12% 0.12% 338 0 0.0% Q2 2026 Jul 17, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 10,437 781 0.64% 0.64% 339 0 0.0% Q2 2026 Jul 23, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 10,340 774 0.26% 0.26% 340 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 10,325 773 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 04, 2026
Allred Capital Management, LLC History No change 10,283 771 0.25% 0.25% 342 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History No change 10,244 767 0.02% 0.02% 343 0 0.0% Q2 2026 Jul 20, 2026
Amplius Wealth Advisors, LLC History No change 10,175 762 0.06% 0.06% 344 0 0.0% Q2 2026 Jul 17, 2026
Perigon Wealth Management, LLC History No change 10,155 760 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 07, 2026
CAPITAL ADVISORS INC/OK History No change 10,122 758 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 22, 2026
TKG Advisors, LLC History No change 10,117 757 0.26% 0.26% 347 0 0.0% Q2 2026 Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 10,110 757 0.04% 0.04% 348 0 0.0% Q2 2026 Jul 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,120 757 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 24, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 10,102 756 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 07, 2026
Sequent Planning LLC History No change 10,088 755 0.16% 0.16% 351 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 10,020 750 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 9,915 749 0.04% 0.04% 353 0 0.0% Q2 2026 Jul 14, 2026
Heirloom Wealth Management History No change 10,002 749 0.11% 0.11% 354 0 0.0% Q2 2026 Aug 03, 2026
VIAWEALTH, LLC History No change 10,007 749 0.38% 0.38% 355 0 0.0% Q2 2026 Aug 11, 2026
Phillip James Consulting Co. History No change 10,001 749 0.5% 0.5% 356 0 0.0% Q2 2026 Jul 28, 2026
TopTier Wealth Management, LLC History No change 9,964 746 0.45% 0.45% 357 0 0.0% Q2 2026 Jul 14, 2026
Cardinal Point Capital Management ULC History No change 9,909 742 0.04% 0.04% 358 0 0.0% Q2 2026 Jul 14, 2026
Wood Tarver Financial Group, LLC History No change 9,914 742 0.18% 0.18% 359 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 9,904 741 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 9,877 739 0.04% 0.04% 361 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 9,867 739 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 9,776 732 0.04% 0.04% 363 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 9,777 732 0.18% 0.18% 364 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 9,773 731 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 31, 2026
Legacy Private Trust Co. History No change 10,240 722 0.04% 0.04% 366 0 0.0% Q3 2026 Oct 06, 2026
StoneX Group Inc. History No change 9,607 719 0.03% 0.03% 367 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 9,595 718 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 13, 2026
Brookwood Investment Group LLC History No change 9,529 713 0.08% 0.08% 369 0 0.0% Q2 2026 Jul 23, 2026
Apex Wealth Management, LLC History No change 9,510 712 0.43% 0.43% 370 0 0.0% Q2 2026 Aug 11, 2026
WESTBOURNE INVESTMENTS, INC. History No change 9,487 710 0.29% 0.29% 371 0 0.0% Q2 2026 Aug 11, 2026
Broussard Financial Group LLC History No change 9,236 691 0.55% 0.55% 372 0 0.0% Q2 2026 Jul 27, 2026
Red Door Wealth Management, LLC History No change 9,207 689 0.06% 0.06% 373 0 0.0% Q2 2026 Jul 13, 2026
DHJJ Financial Advisors, Ltd. History No change 9,170 686 0.2% 0.2% 374 0 0.0% Q2 2026 Jul 24, 2026
MONECO ADVISORS, LLC History No change 9,116 682 0.04% 0.04% 375 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 9,000 674 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 8,973 672 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 8,953 670 0.1% 0.1% 378 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 8,586 643 0.04% 0.04% 379 0 0.0% Q2 2026 Aug 04, 2026
Runnymede Capital Advisors, Inc. History No change 8,542 639 0.38% 0.38% 380 0 0.0% Q2 2026 Jul 21, 2026
Belpointe Asset Management LLC History No change 8,403 629 0.02% 0.02% 381 0 0.0% Q2 2026 Jul 31, 2026
Advisor Resource Council History No change 8,227 626 0.18% 0.18% 382 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 8,351 625 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 8,277 622 0.0% 0.0% 384 0 0.0% Q2 2026 Jul 27, 2026
Beaumont Financial Advisors, LLC History No change 8,233 616 0.04% 0.04% 385 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 8,157 610 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 15, 2026
EWA, LLC History No change 8,157 610 0.11% 0.11% 387 0 0.0% Q2 2026 Jul 14, 2026
Keystone Financial Group History No change 8,138 609 0.04% 0.04% 388 0 0.0% Q2 2026 Jul 29, 2026
Mullooly Asset Management, Inc. History No change 8,127 608 0.19% 0.19% 389 0 0.0% Q2 2026 Aug 05, 2026
Brick & Kyle, Associates History No change 8,278 605 0.2% 0.2% 390 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 8,044 602 0.02% 0.02% 391 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 8,001 599 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
City Center Advisors, LLC History Reduced 8,487 598 0.46% 0.54% 395 -405 -4.55% Q3 2026 Oct 07, 2026
BROWN ADVISORY INC History No change 7,992 598 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 7,987 598 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 14, 2026
Intrepid Financial Planning Group LLC History No change 7,982 597 0.2% 0.2% 396 0 0.0% Q2 2026 Aug 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 7,964 596 0.29% 0.29% 397 0 0.0% Q2 2026 Aug 13, 2026
Faithward Advisors, LLC History No change 7,938 594 0.07% 0.07% 398 0 0.0% Q2 2026 Aug 12, 2026
Mission Creek Capital Partners, Inc. History No change 7,901 591 0.1% 0.1% 399 0 0.0% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History No change 7,680 575 0.17% 0.17% 400 0 0.0% Q2 2026 Aug 06, 2026
Redwood Financial Network Corp History No change 7,659 573 0.32% 0.32% 401 0 0.0% Q2 2026 Aug 07, 2026
Rede Wealth, LLC History No change 7,612 570 0.19% 0.19% 402 0 0.0% Q2 2026 Aug 03, 2026
Appalachian Capital Management Ltd History No change 7,618 570 0.41% 0.41% 403 0 0.0% Q2 2026 Jul 21, 2026
Modern Wealth Management, LLC History No change 7,579 567 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 13, 2026
Hyundai Investments Co., Ltd. History No change 7,455 563 0.61% 0.61% 405 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 7,480 560 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 7,418 555 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 7,319 548 0.03% 0.03% 408 0 0.0% Q2 2026 Jul 30, 2026
WEDBUSH SECURITIES INC History No change 7,306 547 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 28, 2026
FSM Wealth Advisors, LLC History No change 7,279 545 0.06% 0.06% 410 0 0.0% Q2 2026 Jul 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,263 543 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 7,193 539 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 7,164 536 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 6,940 519 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
CFO4Life Group, LLC History No change 6,908 517 0.07% 0.07% 415 0 0.0% Q2 2026 Aug 12, 2026
East Coast Asset Management, LLC. History No change 6,887 515 0.15% 0.15% 416 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 6,879 515 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History No change 6,873 514 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 13, 2026
GUERRA PAN ADVISORS, LLC History No change 6,863 514 0.29% 0.29% 419 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 6,836 512 0.43% 0.43% 420 0 0.0% Q2 2026 Aug 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,768 506 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 14, 2026
Compass Advisory Group LLC History No change 6,722 503 0.12% 0.12% 422 0 0.0% Q2 2026 Aug 11, 2026
Joseph P. Lucia & Associates, LLC History No change 6,718 503 0.15% 0.15% 423 0 0.0% Q2 2026 Aug 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 6,714 502 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 31, 2026
KINTRA WEALTH, LLC History No change 6,586 502 0.03% 0.03% 425 0 0.0% Q2 2026 Aug 14, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 6,692 501 0.16% 0.16% 426 0 0.0% Q2 2026 Jul 24, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 6,666 499 0.03% 0.03% 427 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 6,628 496 0.37% 0.37% 428 0 0.0% Q2 2026 Jul 22, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 6,618 495 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 21, 2026
Sensible Money, LLC History No change 6,603 494 0.13% 0.13% 430 0 0.0% Q2 2026 Jul 30, 2026
Modera Wealth Management, LLC History No change 6,589 493 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 03, 2026
Family Capital Management, Inc. History No change 6,547 490 0.19% 0.19% 432 0 0.0% Q2 2026 Jul 31, 2026
Apollon Financial, LLC History No change 6,554 490 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 22, 2026
World Investment Advisors History No change 6,696 489 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 6,515 487 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 14, 2026
Olistico Wealth, LLC History No change 6,835 481 0.2% 0.22% 436 0 0.0% Q3 2026 Oct 05, 2026
Lakeridge Wealth Management LLC History No change 6,384 478 0.18% 0.18% 437 0 0.0% Q2 2026 Jul 14, 2026
MATHER GROUP, LLC. History No change 6,382 477 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 27, 2026
Trust Point Inc. History No change 6,373 477 0.04% 0.04% 439 0 0.0% Q2 2026 Jul 08, 2026
Creekside Partners History No change 6,380 477 0.17% 0.17% 440 0 0.0% Q2 2026 Jul 30, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 6,346 475 0.13% 0.13% 441 0 0.0% Q2 2026 Aug 07, 2026
Rockingstone Advisors LLC History No change 6,070 454 0.18% 0.18% 442 0 0.0% Q2 2026 Jul 13, 2026
WBH ADVISORY INC History No change 6,059 453 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 6,025 451 0.06% 0.06% 444 0 0.0% Q2 2026 Aug 12, 2026
Berger Financial Group, Inc History No change 6,032 451 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 04, 2026
Gradient Capital Advisors, LLC History No change 6,014 450 0.1% 0.1% 446 0 0.0% Q2 2026 Jul 13, 2026
ROMANO BROTHERS AND COMPANY History No change 5,952 445 0.04% 0.04% 447 0 0.0% Q2 2026 Jul 21, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 5,877 440 0.15% 0.15% 448 0 0.0% Q2 2026 Jul 23, 2026
Wealthfront Advisers LLC History No change 5,864 439 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 5,761 431 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History No change 5,760 431 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 10, 2026
HTG Investment Advisors, Inc. History No change 5,721 428 0.11% 0.11% 452 0 0.0% Q2 2026 Aug 06, 2026
BXM Wealth LLC History No change 5,721 428 0.23% 0.23% 453 0 0.0% Q2 2026 Jul 24, 2026
IAM Advisory, LLC History No change 5,689 426 0.08% 0.08% 454 0 0.0% Q2 2026 Jul 14, 2026
FLP Wealth Management, LLC History No change 5,691 426 0.76% 0.76% 455 0 0.0% Q2 2026 Jul 28, 2026
Genesee Capital Advisors, LLC History No change 5,685 425 0.13% 0.13% 456 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 5,651 423 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 07, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 5,979 421 0.04% 0.05% 458 -596 -9.06% Q3 2026 Oct 08, 2026
Tanglewood Legacy Advisors, LLC History No change 5,621 421 0.14% 0.14% 459 0 0.0% Q2 2026 Aug 10, 2026
10Elms LLP History No change 5,624 421 0.18% 0.18% 460 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 5,560 416 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 13, 2026
Summit Global Investments History No change 5,551 416 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 03, 2026
Wealth Management Associates, Inc. History No change 5,555 416 0.11% 0.11% 463 0 0.0% Q2 2026 Jul 21, 2026
AlphaStar Capital Management, LLC History No change 5,454 408 0.03% 0.03% 464 0 0.0% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,438 407 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF OKLAHOMA History No change 5,425 406 0.1% 0.1% 466 0 0.0% Q2 2026 Jul 14, 2026
MorganRosel Wealth Management, LLC History No change 5,433 406 0.14% 0.14% 467 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 5,341 400 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 5,320 398 0.03% 0.03% 469 0 0.0% Q2 2026 Jul 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 5,325 398 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 28, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 5,326 398 0.09% 0.09% 471 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 5,270 394 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 5,249 393 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 10, 2026
Curated Wealth Partners LLC History No change 5,235 392 0.05% 0.05% 474 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 5,138 384 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 5,108 382 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 11, 2026
Compass Financial Group, Inc. (Ohio) History No change 5,063 379 0.25% 0.25% 477 0 0.0% Q2 2026 Aug 12, 2026
Headland Capital, LLC History No change 5,056 378 0.09% 0.09% 478 0 0.0% Q2 2026 Jul 29, 2026
Bravias Capital Group, LLC History No change 5,024 376 0.22% 0.22% 479 0 0.0% Q2 2026 Jul 30, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 4,948 370 0.08% 0.08% 480 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT PARTNERS, LTD. History No change 4,924 368 0.12% 0.12% 481 0 0.0% Q2 2026 Aug 04, 2026
Merkkuri Wealth Advisors LLC History No change 4,916 368 0.23% 0.23% 482 0 0.0% Q2 2026 Jul 27, 2026
Valpey Financial Services, LLC History No change 4,922 368 0.22% 0.22% 483 0 0.0% Q2 2026 Aug 11, 2026
HCR Wealth Advisors History No change 4,892 366 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 13, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 4,887 366 0.13% 0.13% 485 0 0.0% Q2 2026 Aug 05, 2026
WESBANCO BANK INC History No change 4,886 365 0.01% 0.01% 486 0 0.0% Q2 2026 Jul 28, 2026
Gen-Wealth Partners Inc History No change 4,876 365 0.1% 0.1% 487 0 0.0% Q2 2026 Aug 10, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 4,857 363 0.15% 0.15% 488 0 0.0% Q2 2026 Aug 04, 2026
Good Harbor Advisors, Inc. History No change 4,799 359 0.35% 0.35% 489 0 0.0% Q2 2026 Jul 17, 2026
Mutual Advisors, LLC History No change 4,791 358 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 14, 2026
Seneca House Advisors History No change 4,776 357 0.13% 0.13% 491 0 0.0% Q2 2026 Jul 31, 2026
Apella Capital, LLC History Added to 5,002 356 0.0% 0.01% 492 +165 3.41% Q3 2026 Oct 08, 2026
Jacobi Capital Management LLC History No change 4,682 350 0.02% 0.02% 493 0 0.0% Q2 2026 Jul 31, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 4,668 349 0.05% 0.05% 494 0 0.0% Q2 2026 Jul 20, 2026
Cross Staff Investments Inc History No change 4,670 349 0.2% 0.2% 495 0 0.0% Q2 2026 Jul 22, 2026
PINNACLE ASSOCIATES LTD History No change 4,656 348 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 03, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,630 346 0.1% 0.1% 497 0 0.0% Q2 2026 Jul 31, 2026
Meridian Financial Partners LLC History No change 4,431 340 0.12% 0.12% 498 0 0.0% Q2 2026 Jul 24, 2026
Broyhill Asset Management, LLC History No change 4,500 337 0.3% 0.3% 499 0 0.0% Q2 2026 Aug 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,476 335 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 10, 2026
Astoria Portfolio Advisors LLC. History No change 4,474 335 0.06% 0.06% 501 0 0.0% Q2 2026 Jul 28, 2026
TrueWealth Advisors, LLC History Added to 4,736 333 0.07% 0.08% 502 +5 0.11% Q3 2026 Oct 08, 2026
HAZLETT, BURT & WATSON, INC. History No change 4,424 331 0.09% 0.09% 503 0 0.0% Q2 2026 Jul 30, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 4,380 331 0.11% 0.11% 504 0 0.0% Q2 2026 Aug 13, 2026
TLWM History No change 4,691 330 0.05% 0.06% 505 0 0.0% Q3 2026 Oct 08, 2026
OneAscent Wealth Management LLC History No change 4,325 323 0.1% 0.1% 506 0 0.0% Q2 2026 Aug 11, 2026
Novak & Powell Financial Services, Inc. History No change 4,270 319 0.15% 0.15% 507 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 4,245 317 0.06% 0.06% 508 0 0.0% Q2 2026 Aug 05, 2026
Zhang Financial LLC History No change 4,227 316 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 30, 2026
Atlas Legacy Advisors, LLC History No change 4,129 309 0.05% 0.05% 510 0 0.0% Q2 2026 Jul 31, 2026
Intellectus Partners, LLC History No change 4,061 304 0.05% 0.05% 511 0 0.0% Q2 2026 Aug 12, 2026
Centurion Wealth Management LLC History No change 4,057 303 0.07% 0.07% 512 0 0.0% Q2 2026 Jul 09, 2026
Compass Financial Group, INC/SD History No change 4,054 303 0.03% 0.03% 513 0 0.0% Q2 2026 Aug 04, 2026
Financial Engines Advisors L.L.C. History No change 4,034 302 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,981 298 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 14, 2026
HighPoint Advisor Group LLC History No change 3,982 298 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 05, 2026
PACIFIC SUN FINANCIAL CORP History No change 3,916 293 0.12% 0.12% 517 0 0.0% Q2 2026 Aug 07, 2026
CRA Financial Services, LLC History No change 3,895 291 0.03% 0.03% 518 0 0.0% Q2 2026 Jul 24, 2026
ARS Wealth Advisors Group, LLC History No change 3,894 291 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 16, 2026
PlanVest Financial, Inc History No change 3,897 291 0.19% 0.19% 520 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 3,881 290 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 14, 2026
Index Fund Advisors, Inc. History No change 3,860 289 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 12, 2026
First Heartland Consultants, Inc. History Added to 4,098 288 0.02% 0.02% 524 +42 1.04% Q3 2026 Oct 08, 2026
Valmark Advisers, Inc. History No change 3,857 288 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 06, 2026
Harvest Investment Services, LLC History No change 3,797 284 0.04% 0.04% 525 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 3,777 282 0.03% 0.03% 526 0 0.0% Q2 2026 Jul 09, 2026
ROMAN BUTLER FULLERTON & CO History No change 3,680 281 0.07% 0.07% 527 0 0.0% Q2 2026 Aug 06, 2026
BSW Wealth Partners History No change 3,755 281 0.03% 0.03% 528 0 0.0% Q2 2026 Jul 15, 2026
TCFG Investment Advisors, LLC History No change 3,747 281 0.09% 0.09% 529 0 0.0% Q2 2026 Jul 17, 2026
IEQ CAPITAL, LLC History No change 3,747 280 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 3,726 279 0.02% 0.02% 531 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Family Office, LLC History No change 3,736 279 0.14% 0.14% 532 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 3,722 278 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 10, 2026
Tyche Wealth Partners LLC History No change 3,720 278 0.04% 0.04% 534 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,711 277 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 3,668 275 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 17, 2026
Smith Thornton Advisors LLC History No change 3,612 275 0.12% 0.12% 537 0 0.0% Q2 2026 Jul 14, 2026
J. Goldman & Co LP History No change 3,645 273 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 14, 2026
Fogel Capital Management, Inc. History No change 3,650 273 0.11% 0.11% 539 0 0.0% Q2 2026 Aug 13, 2026
Falcon Wealth Planning History No change 3,639 272 0.02% 0.02% 540 0 0.0% Q2 2026 Jul 13, 2026
Smith Salley Wealth Management History No change 3,604 269 0.01% 0.01% 541 0 0.0% Q2 2026 Jul 23, 2026
One Capital Management, LLC History No change 3,685 269 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 3,569 267 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,575 267 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 10, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 3,559 266 0.06% 0.06% 545 0 0.0% Q2 2026 Jul 27, 2026
Balance Wealth Partners LLC History No change 3,561 266 0.07% 0.07% 546 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 3,540 265 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 30, 2026
HUB Investment Partners, LLC History No change 3,545 265 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 31, 2026
Evernest Financial Advisors, LLC History No change 3,547 265 0.06% 0.06% 549 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Private Wealth, LLC History No change 3,519 263 0.16% 0.16% 550 0 0.0% Q2 2026 Aug 11, 2026
HORAN Wealth, LLC History No change 3,514 263 0.03% 0.03% 551 0 0.0% Q2 2026 Aug 26, 2026
Equity Wealth Partners, LLC History No change 3,513 263 0.09% 0.09% 552 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 3,507 262 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 22, 2026
Manhattan West Asset Management, LLC History No change 3,500 262 0.04% 0.04% 554 0 0.0% Q2 2026 Aug 11, 2026
HFG Advisors, Inc. History No change 3,500 262 0.16% 0.16% 555 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 3,493 261 0.02% 0.02% 556 0 0.0% Q2 2026 Jul 29, 2026
Cyndeo Wealth Partners, LLC History No change 3,487 261 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 21, 2026
Providence Capital Advisors, LLC History No change 3,462 259 0.04% 0.04% 558 0 0.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History No change 3,471 259 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 13, 2026
Grant Private Wealth Management Inc History No change 3,470 259 0.11% 0.11% 560 0 0.0% Q2 2026 Jul 07, 2026
Woodside Wealth Management LLC History No change 3,468 259 0.18% 0.18% 561 0 0.0% Q2 2026 Jul 24, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,426 257 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 29, 2026
AlphaCore Capital LLC History No change 3,438 257 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 06, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 3,580 252 0.16% 0.16% 565 +8 0.22% Q3 2026 Oct 07, 2026
Carr Financial Group Corp History No change 3,370 252 0.06% 0.06% 564 0 0.0% Q2 2026 Aug 06, 2026
Riggs Asset Managment Co. Inc. History No change 3,355 251 0.04% 0.04% 566 0 0.0% Q2 2026 Jul 29, 2026
Anchor Investment Management, LLC History No change 3,354 251 0.02% 0.02% 567 0 0.0% Q2 2026 Sep 15, 2026
Golden State Wealth Management, LLC History No change 3,348 250 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 3,313 248 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 3,309 247 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 28, 2026
Fiscal Wisdom Wealth Management, LLC History No change 3,297 246 0.21% 0.21% 571 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 3,295 246 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 06, 2026
Essex Bank History No change 3,276 245 0.05% 0.05% 573 0 0.0% Q2 2026 Jul 23, 2026
Stokes Family Office, LLC History No change 3,281 245 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 11, 2026
Goldstein Advisors, LLC History No change 3,264 244 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Capital Partners, LLC History No change 3,263 244 0.1% 0.1% 576 0 0.0% Q2 2026 Jul 09, 2026
Opulen Financial Group LLC History No change 3,264 244 0.15% 0.15% 577 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 3,255 243 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 04, 2026
Heritage Family Offices, LLP History No change 3,249 243 0.09% 0.09% 579 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 3,249 243 0.09% 0.09% 580 0 0.0% Q2 2026 Jul 06, 2026
Neuberger Berman Group LLC History No change 3,220 241 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 3,206 240 0.12% 0.12% 582 0 0.0% Q2 2026 Aug 10, 2026
Northwest Bancshares, Inc. History No change 3,173 237 0.04% 0.04% 583 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 3,173 237 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 17, 2026
James J. Burns & Company, LLC History No change 3,168 237 0.03% 0.03% 585 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,148 236 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 22, 2026
HBK Sorce Advisory LLC History No change 3,066 234 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 3,121 233 0.02% 0.02% 588 0 0.0% Q2 2026 Sep 04, 2026
Federation des caisses Desjardins du Quebec History No change 3,102 232 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 13, 2026
Detalus Advisors, LLC History No change 3,094 231 0.05% 0.05% 590 0 0.0% Q2 2026 Jul 27, 2026
Investment Partners Asset Management, Inc. History No change 3,253 229 0.12% 0.14% 591 0 0.0% Q3 2026 Oct 08, 2026
Schrum Private Wealth Management LLC History No change 3,525 229 0.24% 0.24% 592 0 0.0% Q2 2026 Aug 10, 2026
Opus Financial Solutions LLC History No change 3,067 229 0.18% 0.18% 593 0 0.0% Q2 2026 Jul 24, 2026
SPINNAKER TRUST History No change 3,050 228 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,035 227 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Fragasso Financial Advisors Inc History No change 3,043 227 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,014 225 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 17, 2026
Balboa Wealth Partners History No change 3,000 224 0.03% 0.03% 598 0 0.0% Q2 2026 Aug 10, 2026
Meriwether Wealth & Planning, LLC History No change 3,000 224 0.11% 0.11% 599 0 0.0% Q2 2026 Jul 08, 2026
FIRST FINANCIAL BANKSHARES INC History No change 2,982 223 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,973 222 0.0% 0.0% 601 0 0.0% Q2 2026 Sep 23, 2026
CX Institutional History Added to 3,122 220 0.01% 0.01% 602 +15 0.48% Q3 2026 Oct 02, 2026
Capital Analysts, LLC History No change 2,922 219 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 2,928 219 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 11, 2026
Ring Mountain Capital, LLC History No change 2,924 219 0.09% 0.09% 605 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 2,915 218 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 12, 2026
Emergent Wealth Advisors, LLC History Added to 3,082 217 0.11% 0.12% 608 +15 0.49% Q3 2026 Oct 08, 2026
Apriem Advisors History No change 2,900 217 0.02% 0.02% 607 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 2,899 217 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 31, 2026
CARLSON FINANCIAL, INC. History No change 2,910 217 0.11% 0.11% 610 0 0.0% Q2 2026 Aug 24, 2026
Safeguard Investment Advisory Group, LLC History No change 2,891 216 0.05% 0.05% 611 0 0.0% Q2 2026 Aug 13, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 2,875 215 0.13% 0.13% 612 0 0.0% Q2 2026 Jul 28, 2026
Ullmann Wealth Partners Group, LLC History No change 2,874 215 0.02% 0.02% 613 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 2,836 212 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 14, 2026
PINKERTON WEALTH, LLC History No change 2,871 209 0.02% 0.02% 615 0 0.0% Q2 2026 Jul 30, 2026
LVZ, Inc. History No change 2,793 209 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 09, 2026
Sovereign Financial Group, Inc. History No change 2,792 209 0.03% 0.03% 617 0 0.0% Q2 2026 Jul 24, 2026
True Freedom Investing, LLC History No change 2,871 209 0.02% 0.02% 618 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 2,780 208 0.07% 0.07% 619 0 0.0% Q2 2026 Jul 23, 2026
Disciplined Investments, LLC History No change 2,768 207 0.07% 0.07% 620 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 2,929 206 0.01% 0.01% 623 +22 0.76% Q3 2026 Oct 08, 2026
Providence First Trust Co History No change 2,753 206 0.06% 0.06% 621 0 0.0% Q2 2026 Jul 27, 2026
SWS Partners History No change 2,758 206 0.04% 0.04% 622 0 0.0% Q2 2026 Aug 03, 2026
Lionshead Wealth Management, LLC History No change 2,760 206 0.13% 0.13% 624 0 0.0% Q2 2026 Jul 28, 2026
MFA Wealth Services History No change 2,740 205 0.12% 0.12% 625 0 0.0% Q2 2026 Jul 21, 2026
WealthTrust Asset Management, LLC History No change 2,728 204 0.11% 0.11% 626 0 0.0% Q2 2026 Jul 27, 2026
D.B. Root & Company, LLC History No change 2,715 203 0.04% 0.04% 627 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 2,707 202 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 30, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 2,697 202 0.15% 0.15% 629 0 0.0% Q2 2026 Jul 24, 2026
SFG Wealth Management, LLC. History No change 2,692 201 0.07% 0.07% 630 0 0.0% Q2 2026 Jul 22, 2026
Procyon Advisors, LLC History No change 2,671 200 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,281 170 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 2,203 164 0.03% 0.03% 633 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History No change 2,190 164 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 21, 2026
Glassman Wealth Services History No change 2,181 163 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 05, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 2,168 162 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 2,163 161 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 2,124 159 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 15, 2026
IMA Advisory Services, Inc. History No change 2,116 158 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History No change 2,095 158 0.1% 0.1% 640 0 0.0% Q2 2026 Jul 09, 2026
Triumph Capital Management History No change 2,104 157 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 20, 2026
Provident Wealth Management, LLC History No change 2,106 157 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,061 154 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 07, 2026
Regatta Research & Money Management History No change 2,066 154 0.15% 0.15% 644 0 0.0% Q2 2026 Aug 11, 2026
Main Street Group, LTD History No change 2,054 153 0.04% 0.04% 645 0 0.0% Q2 2026 Jul 13, 2026
Smithfield Trust Co History No change 2,053 151 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 05, 2026
SIMPLEX TRADING, LLC History No change 1,951 146 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 12, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,956 146 0.02% 0.02% 648 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 1,900 142 0.08% 0.08% 649 0 0.0% Q2 2026 Aug 17, 2026
Darwin Wealth Management, LLC History No change 1,814 135 0.04% 0.04% 650 0 0.0% Q2 2026 Jul 21, 2026
Measured Wealth Private Client Group, LLC History No change 1,784 133 0.03% 0.03% 651 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 1,786 133 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 1,564 119 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 1,569 117 0.02% 0.02% 654 0 0.0% Q2 2026 Jul 20, 2026
Front Row Advisors LLC History No change 1,461 110 0.03% 0.03% 655 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 1,454 108 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 1,356 101 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 1,350 101 0.02% 0.02% 658 0 0.0% Q2 2026 Aug 11, 2026
Salomon & Ludwin, LLC History No change 1,279 96 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History No change 1,372 96 0.0% 0.0% 660 0 0.0% Q3 2026 Oct 08, 2026
HM PAYSON & CO History No change 1,278 95 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 17, 2026
Founders Capital Management History No change 1,245 93 0.04% 0.04% 662 0 0.0% Q2 2026 Jul 21, 2026
Roble, Belko & Company, Inc History No change 1,230 92 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 1,119 83 0.04% 0.04% 664 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 1,020 76 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 20, 2026
United Community Bank History No change 1,020 76 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,000 74 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 31, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,000 74 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 29, 2026
Glen Eagle Advisors, LLC History No change 969 72 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 960 71 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 12, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 1,000 70 0.01% — 671 +1,000 New Q3 2026 Oct 07, 2026
Cassaday & Co Wealth Management LLC History No change 923 69 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 10, 2026
ASHTON THOMAS SECURITIES, LLC History No change 905 67 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 903 67 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 10, 2026
WPG Advisers, LLC History No change 899 67 0.04% 0.04% 675 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 874 65 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 875 65 0.03% 0.03% 677 0 0.0% Q2 2026 Aug 13, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 880 65 0.08% 0.08% 678 0 0.0% Q2 2026 Aug 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 850 63 0.03% 0.03% 679 0 0.0% Q2 2026 Aug 13, 2026
Financially Speaking Inc History No change 826 60 0.29% 0.29% 680 0 0.0% Q2 2026 Jul 27, 2026
MASECO LLP History No change 775 58 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 739 55 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 10, 2026
JNBA Financial Advisors History No change 742 55 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 699 52 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 28, 2026
Investment Research & Advisory Group, Inc. History No change 691 51 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 671 50 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 06, 2026
Costello Asset Management, INC History No change 679 50 0.02% 0.02% 687 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 667 49 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 23, 2026
Basepoint Wealth LLC History No change 650 48 0.03% 0.03% 689 0 0.0% Q2 2026 Aug 10, 2026
Kingdom Financial Group LLC. History No change 636 47 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 07, 2026
Roxbury Financial LLC History Added to 645 45 0.03% 0.04% 691 +2 0.31% Q3 2026 Oct 01, 2026
Nalls Sherbakoff Group, LLC History No change 600 44 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 17, 2026
Realta Investment Advisors History No change 600 44 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 20, 2026
IMG Wealth Management, Inc. History No change 582 43 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 566 42 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 30, 2026
Solstein Capital, LLC History No change 524 39 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 12, 2026
Millstone Evans Group, LLC History No change 534 39 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 520 38 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History No change 500 37 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 494 36 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 04, 2026
HHM Wealth Advisors, LLC History No change 444 33 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 452 33 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 27, 2026
Provenance Wealth Advisors, LLC History No change 449 33 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 24, 2026
Wagner Wealth Management, LLC History No change 435 32 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 24, 2026
Ulland Investment Advisors, LLC History No change 425 32 0.02% 0.02% 705 0 0.0% Q2 2026 Jul 16, 2026
Ameritas Investment Partners, Inc. History No change 405 30 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 404 28 0.0% 0.0% 707 0 0.0% Q3 2026 Oct 06, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 334 25 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 340 25 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 285 21 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 08, 2026
Westside Investment Management, Inc. History No change 293 21 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 27, 2026
Graney & King, LLC History No change 290 21 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 07, 2026
IAG Wealth Partners, LLC History No change 260 19 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 06, 2026
JDM Financial Group LLC History No change 249 18 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 17, 2026
Ascentis Wealth Management, LLC History No change 248 18 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 30, 2026
GILL CAPITAL PARTNERS, LLC History No change 223 16 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 20, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 203 15 0.0% 0.0% 717 0 0.0% Q2 2026 Sep 02, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 206 15 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 07, 2026
Bernard Wealth Management Corp. History No change 210 15 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 21, 2026
CULLEN/FROST BANKERS, INC. History No change 199 14 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 27, 2026
NVWM, LLC History No change 195 14 0.0% 0.0% 721 0 0.0% Q2 2026 Jul 28, 2026
Quaker Wealth Management, LLC History No change 180 13 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 24, 2026
VIMA LLC History No change 178 13 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 24, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 165 12 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 13, 2026
North Star Investment Management Corp. History No change 169 12 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 161 12 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 23, 2026
CHELSEA COUNSEL CO History No change 147 11 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 149 11 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 157 11 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 04, 2026
MCF Advisors LLC History No change 140 10 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 12, 2026
Downshift Financial, LLC History No change 138 10 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 12, 2026
Colonial Trust Advisors History No change 121 9 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 131 9 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 132 9 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 113 8 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 15, 2026
Reyes Financial Architecture, Inc. History No change 113 8 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 16, 2026
Harborfront Financial Group LLC History No change 117 8 0.03% 0.03% 737 0 0.0% Q2 2026 Aug 07, 2026
Birchwood Financial Partners, Inc. History No change 116 8 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 106 7 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 07, 2026
REICON WEALTH ADVISORS, LLC History No change 105 7 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 29, 2026
DiNuzzo Private Wealth, Inc. History No change 100 7 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 10, 2026
Fourth Dimension Wealth, LLC History No change 87 6 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 31, 2026
Wealth Enhancement Trust Services, Inc. History No change 79 5 0.0% 0.0% 743 0 0.0% Q3 2026 Oct 07, 2026
Bogart Wealth, LLC History No change 60 4 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 24, 2026
Vermillion Wealth Management, Inc. History No change 59 4 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 64 4 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 24, 2026
Signature Resources Capital Management, LLC History No change 60 4 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 13, 2026
Keating Financial Advisory Services, Inc. History No change 55 4 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 11, 2026
Lloyd Advisory Services, LLC. History No change 46 3 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 49 3 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 41 3 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 15, 2026
PETERSON WEALTH MANAGEMENT History No change 33 2 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 30, 2026
Vanguard National Trust Co History No change 32 2 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 13, 2026
RHL GROUP, LLC History No change 35 2 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 03, 2026
Burk Holdings LLC History No change 32 2 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 12, 2026
TIAA Wealth Investment Management LLC History No change 29 2 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History Reduced 20 1 0.0% 0.0% 758 -45 -69.23% Q3 2026 Oct 09, 2026
Clearstead Advisors, LLC History No change 19 1 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 06, 2026
Markowski Investments History No change 20 1 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 13, 2026
Galvin, Gaustad & Stein, LLC History Closed out 0 0 — 0.02% — -3,670 -100.0% Q3 2026 Oct 08, 2026
Weaver Consulting Group History Closed out 0 0 — 0.04% — -2,762 -100.0% Q3 2026 Oct 07, 2026
Conrad Siegel Investment Advisors, Inc. History Closed out 0 0 — 0.03% — -2,713 -100.0% Q3 2026 Oct 08, 2026
Rosenberg Matthew Hamilton History No change 3 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Capital Advisor Network LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026