SPDR SERIES TRUST - SPMD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Creative Planning History No change 101,248,410 6,840,342 4.0% 4.0% 1 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 18,865,773 1,274,572 2.16% 2.16% 2 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 13,456,379 909,112 0.2% 0.2% 3 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 8,659,408 585,029 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 7,099,453 479,639 5.09% 5.09% 5 0 0.0% Q2 2026 Aug 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,488,056 303,213 0.07% 0.07% 6 0 0.0% Q2 2026 Sep 23, 2026
MORGAN STANLEY History No change 3,893,545 263,048 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 2,803,253 189,387 3.91% 3.91% 8 0 0.0% Q2 2026 Aug 05, 2026
Facet Wealth, Inc. History No change 2,636,343 178,111 2.55% 2.55% 9 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 2,038,889 137,747 0.82% 0.82% 10 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,918,268 129,598 0.07% 0.07% 11 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 1,714,902 115,858 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 1,648,164 111,349 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 05, 2026
Koss-Olinger Consulting, LLC History No change 1,574,014 106,340 8.19% 8.19% 14 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 1,535,784 103,761 0.12% 0.12% 15 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,518,548 102,593 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,492,239 100,740 0.55% 0.55% 17 0 0.0% Q2 2026 Aug 14, 2026
MASON STREET ADVISORS, LLC History No change 1,419,072 95,872 8.64% 8.64% 18 0 0.0% Q2 2026 Aug 12, 2026
Hancock Prospecting Pty Ltd History No change 1,410,470 95,291 1.67% 1.67% 19 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 1,294,582 87,461 0.23% 0.23% 20 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 1,230,591 83,138 1.58% 1.58% 21 0 0.0% Q2 2026 Jul 09, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,223,685 82,672 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
Hills Bank & Trust Co History No change 1,215,987 82,152 3.5% 3.5% 23 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History No change 1,107,956 74,853 3.22% 3.22% 24 0 0.0% Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History No change 1,050,971 71,004 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Auto-Owners Insurance Co History No change 1,040,000 70,241 1.59% 1.59% 26 0 0.0% Q2 2026 Jul 15, 2026
GREENLEAF TRUST History No change 984,218 66,493 0.64% 0.64% 27 0 0.0% Q2 2026 Jul 21, 2026
VICUS CAPITAL History No change 927,780 62,680 4.05% 4.05% 28 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 920,576 62,194 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 908,750 61,395 0.72% 0.72% 30 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 892,359 60,280 0.47% 0.47% 31 0 0.0% Q2 2026 Jul 17, 2026
HHM Wealth Advisors, LLC History No change 856,429 57,860 5.81% 5.81% 32 0 0.0% Q2 2026 Jul 13, 2026
BOKF, NA History No change 827,035 55,874 0.77% 0.77% 33 0 0.0% Q2 2026 Aug 10, 2026
JNBA Financial Advisors History No change 815,885 55,121 4.17% 4.17% 34 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 778,352 52,585 0.24% 0.24% 35 0 0.0% Q2 2026 Jul 27, 2026
1900 WEALTH MANAGEMENT LLC History No change 774,635 52,334 2.91% 2.91% 36 0 0.0% Q2 2026 Aug 04, 2026
Peterson Wealth Advisors, LLC History No change 748,284 50,554 5.97% 5.97% 37 0 0.0% Q2 2026 Aug 10, 2026
AlphaStar Capital Management, LLC History No change 741,916 50,123 3.19% 3.19% 38 0 0.0% Q2 2026 Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 740,863 50,052 0.79% 0.79% 39 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 729,476 49,283 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 732,536 49,101 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
RKL Wealth Management LLC History No change 720,231 48,658 3.88% 3.88% 42 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 703,911 47,556 0.28% 0.28% 43 0 0.0% Q2 2026 Aug 17, 2026
Impact Partnership Wealth, LLC History No change 687,948 46,477 4.52% 4.52% 44 0 0.0% Q2 2026 Jul 29, 2026
OARSMAN CAPITAL, INC. History No change 642,059 43,377 4.59% 4.59% 45 0 0.0% Q2 2026 Aug 07, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 714,469 42,310 7.28% 7.28% 46 0 0.0% Q2 2026 Aug 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 625,213 42,240 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 14, 2026
Atlas Private Wealth Advisors History No change 559,902 37,826 8.28% 8.28% 48 0 0.0% Q2 2026 Jul 27, 2026
Savant Capital, LLC History No change 595,107 37,695 0.11% 0.11% 49 0 0.0% Q2 2026 Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management History No change 522,957 35,330 0.94% 0.94% 50 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 516,571 34,899 0.17% 0.17% 51 0 0.0% Q2 2026 Sep 23, 2026
NATIONAL BANK OF CANADA /FI/ History No change 514,000 34,725 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 10, 2026
Dakota Wealth Management History No change 497,764 33,628 0.64% 0.64% 53 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 491,126 33,180 0.07% 0.07% 54 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 489,744 33,087 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 27, 2026
STIFEL FINANCIAL CORP History No change 479,984 32,427 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 478,595 32,333 0.19% 0.19% 57 0 0.0% Q2 2026 Aug 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 467,183 31,562 1.9% 1.9% 58 0 0.0% Q2 2026 Jul 31, 2026
ASSETMARK, INC History No change 457,527 30,910 0.05% 0.05% 59 0 0.0% Q2 2026 Jul 30, 2026
ST GERMAIN D J CO INC History No change 442,350 29,885 1.08% 1.08% 60 0 0.0% Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History No change 435,087 29,394 0.45% 0.45% 61 0 0.0% Q2 2026 Aug 06, 2026
Financial Strategies Group, Inc. History No change 442,361 29,350 4.68% 4.68% 62 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 433,583 28,942 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 421,419 28,471 3.31% 3.31% 64 0 0.0% Q2 2026 Jul 27, 2026
Integrity Advisory Solutions, LLC History No change 407,945 27,560 2.84% 2.84% 65 0 0.0% Q2 2026 Jul 31, 2026
AQR CAPITAL MANAGEMENT LLC History No change 398,855 26,946 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 397,969 26,886 0.91% 0.91% 67 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 390,075 26,353 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 385,267 26,028 1.24% 1.24% 69 0 0.0% Q2 2026 Aug 11, 2026
Octavia Wealth Advisors, LLC History No change 378,745 25,588 2.21% 2.21% 70 0 0.0% Q2 2026 Jul 14, 2026
Rockefeller Capital Management L.P. History No change 378,182 25,550 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 370,105 25,004 2.58% 2.58% 72 0 0.0% Q2 2026 Jul 27, 2026
Penserra Capital Management LLC History No change 357,197 24,132 0.19% 0.19% 73 0 0.0% Q2 2026 Aug 13, 2026
RESTON WEALTH MANAGEMENT LLC History No change 344,616 23,282 6.28% 6.28% 74 0 0.0% Q2 2026 Jul 23, 2026
Marathon Strategic Advisors, LLC History No change 343,706 23,220 13.11% 13.11% 75 0 0.0% Q2 2026 Jul 16, 2026
Geneos Wealth Management Inc. History No change 336,945 22,763 0.46% 0.46% 76 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 498,535 22,564 0.04% 0.04% 77 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 333,055 22,501 0.71% 0.71% 78 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 325,592 21,996 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 325,572 21,995 0.34% 0.34% 80 0 0.0% Q2 2026 Jul 15, 2026
Crews Bank & Trust History No change 317,015 21,417 2.8% 2.8% 81 0 0.0% Q2 2026 Jul 16, 2026
Financial Gravity Companies, Inc. History No change 307,321 20,762 3.37% 3.37% 82 0 0.0% Q2 2026 Aug 05, 2026
New Perspectives, Inc History No change 306,457 20,704 6.35% 6.35% 83 0 0.0% Q2 2026 Jul 22, 2026
Shepherd Financial Partners LLC History No change 303,394 20,497 1.68% 1.68% 84 0 0.0% Q2 2026 Aug 10, 2026
Alta Wealth Advisors LLC History No change 294,514 19,897 5.39% 5.39% 85 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 292,169 19,738 0.08% 0.08% 86 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 290,317 19,613 0.52% 0.52% 87 0 0.0% Q2 2026 Jul 07, 2026
FIFTH THIRD BANCORP History No change 277,214 18,728 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 273,796 18,497 0.23% 0.23% 89 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 265,663 17,948 0.05% 0.05% 90 0 0.0% Q2 2026 Aug 07, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 258,787 17,483 0.69% 0.69% 91 0 0.0% Q2 2026 Aug 18, 2026
Venture Visionary Partners LLC History No change 257,868 17,421 0.48% 0.48% 92 0 0.0% Q2 2026 Jul 27, 2026
AMERIPRISE FINANCIAL INC History No change 257,591 17,403 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Montz Harcus Wealth Management LLC History No change 257,179 17,374 6.18% 6.18% 94 0 0.0% Q2 2026 Jul 24, 2026
Summit Trail Advisors, LLC History No change 255,712 17,275 0.22% 0.22% 95 0 0.0% Q2 2026 Aug 11, 2026
Bensler, LLC History No change 247,497 16,720 1.48% 1.48% 96 0 0.0% Q2 2026 Jul 23, 2026
Cascade Financial Partners, LLC History No change 247,468 16,718 1.45% 1.45% 97 0 0.0% Q2 2026 Aug 04, 2026
SUN LIFE FINANCIAL INC History No change 238,587 16,114 0.83% 0.83% 98 0 0.0% Q2 2026 Aug 12, 2026
SageView Advisory Group, LLC History No change 236,358 15,968 0.52% 0.52% 99 0 0.0% Q2 2026 Aug 10, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 229,878 15,530 6.41% 6.41% 100 0 0.0% Q2 2026 Jul 16, 2026
PARK AVENUE SECURITIES LLC History No change 224,715 15,182 0.09% 0.09% 101 0 0.0% Q2 2026 Jul 20, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 223,245 15,082 0.02% 0.02% 102 0 0.0% Q2 2026 Jul 29, 2026
IAG Wealth Partners, LLC History No change 222,817 15,053 1.49% 1.49% 103 0 0.0% Q2 2026 Aug 06, 2026
TPG Financial Advisors, LLC History No change 222,569 15,036 4.49% 4.49% 104 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 219,884 14,853 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 210,799 14,241 0.96% 0.96% 106 0 0.0% Q2 2026 Aug 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 209,980 14,186 0.1% 0.1% 107 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS & NORTHERN CORP History No change 208,139 14,061 3.21% 3.21% 108 0 0.0% Q2 2026 Jul 17, 2026
PSI Advisors, LLC History No change 207,189 13,997 3.25% 3.25% 109 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 206,473 13,949 0.03% 0.03% 110 0 0.0% Q2 2026 Jul 27, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 202,058 13,651 3.36% 3.36% 111 0 0.0% Q2 2026 Jul 30, 2026
Beacon Pointe Advisors, LLC History No change 201,214 13,593 0.06% 0.06% 112 0 0.0% Q2 2026 Aug 18, 2026
WRAPMANAGER INC History No change 198,631 13,419 4.2% 4.2% 113 0 0.0% Q2 2026 Aug 05, 2026
FF Advisors,LLC History No change 191,508 12,938 4.85% 4.85% 114 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 185,267 12,516 0.06% 0.06% 115 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 184,506 12,465 0.04% 0.04% 116 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 184,170 12,442 0.41% 0.41% 117 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 183,100 12,370 0.18% 0.18% 118 0 0.0% Q2 2026 Jul 21, 2026
Gradient Investments LLC History No change 175,260 11,840 0.16% 0.16% 119 0 0.0% Q2 2026 Jul 08, 2026
Lumbard & Kellner, LLC History No change 174,182 11,767 3.57% 3.57% 120 0 0.0% Q2 2026 Aug 06, 2026
XY Planning Network, Inc. History No change 174,104 11,762 1.48% 1.48% 121 0 0.0% Q2 2026 Jul 14, 2026
Integrated Wealth Concepts LLC History No change 173,924 11,750 0.08% 0.08% 122 0 0.0% Q2 2026 Sep 08, 2026
Warren Street Wealth Advisors, LLC History No change 172,640 11,663 2.6% 2.6% 123 0 0.0% Q2 2026 Jul 22, 2026
Zhang Financial LLC History No change 170,413 11,513 0.34% 0.34% 124 0 0.0% Q2 2026 Jul 30, 2026
NOTTINGHAM ADVISORS, INC. History No change 159,243 11,221 1.34% 1.34% 125 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 165,486 11,180 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Wealth Managment Inc. History No change 164,588 11,119 4.66% 4.66% 127 0 0.0% Q2 2026 Aug 05, 2026
CGN Advisors LLC History No change 164,377 11,105 0.81% 0.81% 128 0 0.0% Q2 2026 Jul 06, 2026
Windsor Capital Management, LLC History No change 157,413 10,634 2.76% 2.76% 129 0 0.0% Q2 2026 Jul 08, 2026
Focus Partners Wealth History No change 157,262 10,624 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History No change 158,018 10,482 0.27% 0.27% 131 0 0.0% Q2 2026 Jul 15, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 153,069 10,341 3.19% 3.19% 132 0 0.0% Q2 2026 Jul 22, 2026
Berkeley Capital Partners, LLC History No change 152,978 10,335 2.13% 2.13% 133 0 0.0% Q2 2026 Aug 06, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 151,413 10,229 2.11% 2.11% 134 0 0.0% Q2 2026 Jul 07, 2026
Madison Asset Management, LLC History No change 150,364 10,158 0.12% 0.12% 135 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Group, LLC History No change 145,167 9,807 3.79% 3.79% 136 0 0.0% Q2 2026 Jul 08, 2026
Wealthspire Advisors, LLC History No change 144,356 9,752 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 11, 2026
RETIREMITTEN FINANCIAL LLC History No change 144,168 9,739 4.11% 4.11% 138 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 141,684 9,572 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Millington Financial Advisors, LLC History No change 143,428 9,492 3.73% 3.73% 140 0 0.0% Q2 2026 Aug 07, 2026
KWB Wealth History No change 139,488 9,423 0.81% 0.81% 141 0 0.0% Q2 2026 Jul 10, 2026
Morrissey Wealth Management, LLC History No change 145,749 9,371 5.9% 5.9% 142 0 0.0% Q2 2026 Oct 05, 2026
Carnegie Investment Counsel History No change 137,400 9,282 0.19% 0.19% 143 0 0.0% Q2 2026 Jul 30, 2026
IHT Wealth Management, LLC History No change 137,072 9,260 0.2% 0.2% 144 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 136,530 9,223 0.47% 0.47% 145 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 131,050 8,853 0.07% 0.07% 146 0 0.0% Q2 2026 Aug 14, 2026
INSPIRE TRUST CO, N.A. History No change 130,612 8,824 1.21% 1.21% 147 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 133,388 8,818 0.18% 0.18% 148 0 0.0% Q2 2026 Jul 29, 2026
AlphaCore Capital LLC History No change 130,423 8,811 0.16% 0.16% 149 0 0.0% Q2 2026 Aug 06, 2026
AF Advisors, Inc. History No change 128,000 8,647 4.25% 4.25% 150 0 0.0% Q2 2026 Jul 31, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 123,123 8,318 2.22% 2.22% 151 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 121,818 8,230 0.08% 0.08% 152 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 121,526 8,210 0.34% 0.34% 153 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 118,600 8,012 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 117,507 7,938 0.07% 0.07% 155 0 0.0% Q2 2026 Aug 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 117,044 7,907 0.14% 0.14% 156 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 117,806 7,864 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
ABOUND FINANCIAL, LLC History No change 116,316 7,858 3.13% 3.13% 158 0 0.0% Q2 2026 Aug 14, 2026
CarsonAllaria Wealth Management, Ltd. History No change 115,961 7,834 3.39% 3.39% 159 0 0.0% Q2 2026 Jul 28, 2026
ODonnell Financial Services, LLC History No change 111,806 7,553 2.22% 2.22% 160 0 0.0% Q2 2026 Aug 12, 2026
Resonant Capital Advisors, LLC History No change 111,770 7,551 0.36% 0.36% 161 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 108,925 7,358 0.14% 0.14% 162 0 0.0% Q2 2026 Jul 15, 2026
Bill Few Associates, Inc. History No change 107,104 7,235 1.54% 1.54% 163 0 0.0% Q2 2026 Jul 07, 2026
Modera Wealth Management, LLC History No change 106,893 7,221 0.08% 0.08% 164 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 106,538 7,197 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 13, 2026
Arete Wealth Advisors, LLC History No change 105,895 7,154 0.47% 0.47% 166 0 0.0% Q2 2026 Aug 12, 2026
Addison Capital Co History No change 105,712 7,141 1.17% 1.17% 167 0 0.0% Q2 2026 Aug 04, 2026
PECAUT & CO. History No change 105,452 7,124 2.17% 2.17% 168 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 105,431 7,122 0.1% 0.1% 169 0 0.0% Q2 2026 Aug 12, 2026
Up Capital Management, Inc. History No change 104,595 7,066 5.47% 5.47% 170 0 0.0% Q2 2026 Aug 05, 2026
VERUS CAPITAL PARTNERS, LLC History No change 104,209 7,040 0.38% 0.38% 171 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 103,795 7,012 0.11% 0.11% 172 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 99,737 6,738 0.05% 0.05% 173 0 0.0% Q2 2026 Aug 12, 2026
Jacksonville Wealth Management, LLC History No change 98,537 6,657 3.77% 3.77% 174 0 0.0% Q2 2026 Aug 04, 2026
CVFG LLC History No change 98,382 6,646 0.7% 0.7% 175 0 0.0% Q2 2026 Aug 11, 2026
Advance Capital Management, Inc. History No change 98,368 6,645 0.21% 0.21% 176 0 0.0% Q2 2026 Aug 12, 2026
First PREMIER Bank History No change 98,070 6,626 1.07% 1.07% 177 0 0.0% Q2 2026 Jul 15, 2026
HighPoint Advisor Group LLC History No change 96,691 6,532 0.23% 0.23% 178 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 94,662 6,395 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Solutions, LLC History No change 93,474 6,315 1.3% 1.3% 180 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 92,979 6,281 0.25% 0.25% 181 0 0.0% Q2 2026 Aug 14, 2026
PINKERTON WEALTH, LLC History No change 102,672 6,080 0.52% 0.52% 182 0 0.0% Q2 2026 Jul 30, 2026
Register Financial Advisors LLC History No change 88,790 5,998 1.84% 1.84% 183 0 0.0% Q2 2026 Jul 15, 2026
GeoWealth Management, LLC History No change 87,462 5,908 0.19% 0.19% 184 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 86,842 5,867 0.21% 0.21% 185 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 85,604 5,783 1.66% 1.66% 186 0 0.0% Q2 2026 Jul 14, 2026
TRUEFG, LLC History No change 84,928 5,737 1.34% 1.34% 187 0 0.0% Q2 2026 Jul 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 84,917 5,736 0.22% 0.22% 188 0 0.0% Q2 2026 Jul 22, 2026
True Freedom Investing, LLC History No change 96,433 5,710 0.45% 0.45% 189 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 83,729 5,656 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 28, 2026
Stewardship Advisors, LLC History No change 82,890 5,600 1.16% 1.16% 191 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 80,847 5,462 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 03, 2026
FORONJY FINANCIAL LLC History No change 80,146 5,414 1.99% 1.99% 193 0 0.0% Q2 2026 Jul 23, 2026
TOP Private Wealth LLC. History No change 79,919 5,399 5.18% 5.18% 194 0 0.0% Q2 2026 Aug 13, 2026
Pachira Investments Inc. History No change 79,477 5,369 2.03% 2.03% 195 0 0.0% Q2 2026 Jul 17, 2026
VISTA INVESTMENT MANAGEMENT History No change 78,154 5,280 1.59% 1.59% 196 0 0.0% Q2 2026 Aug 12, 2026
Tradewinds Capital Management, LLC History No change 77,891 5,262 0.94% 0.94% 197 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 86,560 5,167 0.09% 0.09% 198 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 75,960 5,131 0.04% 0.04% 199 0 0.0% Q2 2026 Jul 27, 2026
Manhattan West Asset Management, LLC History No change 75,776 5,119 0.85% 0.85% 200 0 0.0% Q2 2026 Aug 11, 2026
ArborFi Advisors, LLC History No change 74,102 5,006 3.63% 3.63% 201 0 0.0% Q2 2026 Aug 06, 2026
Mayflower Financial Advisors, LLC History No change 73,748 4,982 0.43% 0.43% 202 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisory Services, LLC History No change 72,981 4,930 0.3% 0.3% 203 0 0.0% Q2 2026 Jul 23, 2026
Pure Financial Advisors, LLC History No change 72,858 4,922 0.06% 0.06% 204 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 72,654 4,908 0.41% 0.41% 205 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 72,202 4,877 0.25% 0.25% 206 0 0.0% Q2 2026 Aug 04, 2026
Apollon Wealth Management, LLC History No change 72,139 4,873 0.06% 0.06% 207 0 0.0% Q2 2026 Jul 22, 2026
Luken Investment Analytics, LLC History No change 71,712 4,844 1.69% 1.69% 208 0 0.0% Q2 2026 Jul 28, 2026
Jacobi Capital Management LLC History No change 70,343 4,752 0.23% 0.23% 209 0 0.0% Q2 2026 Jul 31, 2026
Atlanta Consulting Group Advisors, LLC History No change 70,329 4,751 0.75% 0.75% 210 0 0.0% Q2 2026 Aug 14, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 68,863 4,652 1.54% 1.54% 211 0 0.0% Q2 2026 Aug 05, 2026
Syntegra Private Wealth Group, LLC History No change 68,313 4,615 0.36% 0.36% 212 0 0.0% Q2 2026 Jul 15, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 68,100 4,600 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 30, 2026
Benchmark Financial, LLC History No change 68,015 4,595 3.74% 3.74% 214 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial, LLC History No change 66,787 4,512 0.05% 0.05% 215 0 0.0% Q2 2026 Aug 12, 2026
Compass Wealth Management LLC History No change 66,090 4,465 0.84% 0.84% 216 0 0.0% Q2 2026 Aug 07, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 65,756 4,442 2.11% 2.11% 217 0 0.0% Q2 2026 Aug 18, 2026
Aspetuck Financial Management LLC History No change 63,723 4,305 2.53% 2.53% 218 0 0.0% Q2 2026 Aug 11, 2026
Lynx Investment Advisory History No change 63,180 4,268 1.4% 1.4% 219 0 0.0% Q2 2026 Jul 27, 2026
G&S Capital LLC History No change 62,931 4,251 1.23% 1.23% 220 0 0.0% Q2 2026 Jul 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 61,692 4,167 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
Financial Solutions Advisory Group, Inc. History No change 62,355 4,136 0.52% 0.52% 222 0 0.0% Q2 2026 Jul 13, 2026
CHEMUNG CANAL TRUST CO History No change 60,994 4,120 0.76% 0.76% 223 0 0.0% Q2 2026 Jul 15, 2026
Post Resch Tallon Group Inc. History No change 60,612 4,094 2.83% 2.83% 224 0 0.0% Q2 2026 Jul 07, 2026
National Wealth Management Group, LLC History No change 59,856 4,043 1.25% 1.25% 225 0 0.0% Q2 2026 Jul 14, 2026
Simplicity Wealth,LLC History No change 59,567 4,024 0.14% 0.14% 226 0 0.0% Q2 2026 Aug 06, 2026
Zinnia Wealth Advisory, LLC History No change 59,526 4,021 4.1% 4.1% 227 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 58,049 3,921 0.04% 0.04% 228 0 0.0% Q2 2026 Jul 28, 2026
Kagan Cocozza Asset Management History No change 57,678 3,896 2.44% 2.44% 229 0 0.0% Q2 2026 Aug 06, 2026
Capital Analysts, LLC History No change 57,041 3,854 0.09% 0.09% 230 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Group, LLC History No change 57,026 3,852 0.3% 0.3% 231 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 56,554 3,820 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 06, 2026
Atria Investments, Inc History No change 56,386 3,809 0.04% 0.04% 233 0 0.0% Q2 2026 Jul 28, 2026
United Asset Strategies, Inc. History No change 56,282 3,802 0.27% 0.27% 234 0 0.0% Q2 2026 Jul 13, 2026
Perennial Investment Advisors, LLC History No change 55,762 3,767 0.25% 0.25% 235 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 54,824 3,703 0.42% 0.42% 236 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Management, Inc. History No change 54,711 3,696 1.13% 1.13% 237 0 0.0% Q2 2026 Jul 15, 2026
MONECO ADVISORS, LLC History No change 53,314 3,601 0.22% 0.22% 238 0 0.0% Q2 2026 Aug 11, 2026
NovaPoint Capital, LLC History No change 53,272 3,599 0.75% 0.75% 239 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 53,255 3,597 0.06% 0.06% 240 0 0.0% Q2 2026 Jul 20, 2026
&PARTNERS History No change 53,087 3,586 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 14, 2026
POWER WEALTH MANAGEMENT LLC History No change 52,354 3,537 1.22% 1.22% 242 0 0.0% Q2 2026 Aug 03, 2026
Crestwood Advisors Group, LLC History No change 52,305 3,533 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 03, 2026
FMR LLC History No change 52,255 3,530 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Aspire Private Capital, LLC History No change 51,774 3,497 0.72% 0.72% 245 0 0.0% Q2 2026 Jul 15, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 51,605 3,486 0.22% 0.22% 246 0 0.0% Q2 2026 Jul 23, 2026
Tandem Investment Partners LLC History No change 51,340 3,468 2.67% 2.67% 247 0 0.0% Q2 2026 Jul 27, 2026
STEVENS CAPITAL PARTNERS History No change 50,987 3,444 0.65% 0.65% 248 0 0.0% Q2 2026 Aug 07, 2026
ARQ WEALTH ADVISORS, LLC History No change 51,859 3,439 0.43% 0.43% 249 0 0.0% Q2 2026 Jul 24, 2026
Alaska Wealth Advisors, LLC History No change 50,339 3,400 0.37% 0.37% 250 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Capital Group History No change 50,245 3,394 0.41% 0.41% 251 0 0.0% Q2 2026 Jul 08, 2026
Vestmark Advisory Solutions, Inc. History No change 50,206 3,391 0.03% 0.03% 252 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 50,139 3,387 0.19% 0.19% 253 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 49,971 3,376 0.15% 0.15% 254 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Capital Partners, LLC History No change 49,981 3,376 1.39% 1.39% 255 0 0.0% Q2 2026 Jul 09, 2026
Retirement Planning Group, LLC History No change 49,576 3,349 0.09% 0.09% 256 0 0.0% Q2 2026 Aug 05, 2026
Gotham Asset Management, LLC History No change 48,879 3,302 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Destiny Capital Corp/CO History No change 48,662 3,287 1.53% 1.53% 258 0 0.0% Q2 2026 Aug 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 48,150 3,253 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 23, 2026
Alesco Advisors, LLC, An ESL Co History No change 48,013 3,243 0.07% 0.07% 260 0 0.0% Q2 2026 Aug 05, 2026
Shum Financial Group, Inc. History No change 47,975 3,241 1.95% 1.95% 261 0 0.0% Q2 2026 Jul 22, 2026
Range Financial Group LLC History No change 47,723 3,224 0.88% 0.88% 262 0 0.0% Q2 2026 Jul 15, 2026
Luminist Capital LLC History No change 46,687 3,154 3.54% 3.54% 263 0 0.0% Q2 2026 Aug 07, 2026
Carroll Advisory Group, LLC History No change 46,616 3,149 1.03% 1.03% 264 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 45,932 3,103 0.28% 0.28% 265 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 45,709 3,088 0.04% 0.04% 266 0 0.0% Q2 2026 Aug 13, 2026
Hibernia Wealth Partners, LLC History No change 45,633 3,082 1.67% 1.67% 267 0 0.0% Q2 2026 Jul 23, 2026
Intrua Financial, LLC History No change 45,239 3,056 0.28% 0.28% 268 0 0.0% Q2 2026 Jul 24, 2026
Nadler Financial Group, Inc. History No change 44,428 3,001 0.25% 0.25% 269 0 0.0% Q2 2026 Jul 29, 2026
Towercrest Capital Management History No change 43,507 2,939 0.41% 0.41% 270 0 0.0% Q2 2026 Aug 03, 2026
Sterling Investment Advisors, Ltd. History No change 43,359 2,929 0.49% 0.49% 271 0 0.0% Q2 2026 Jul 28, 2026
Kohmann Bosshard Financial Services, LLC History No change 43,219 2,919 0.25% 0.25% 272 0 0.0% Q2 2026 Jul 14, 2026
SEMITAM BONAM LLC History No change 43,106 2,912 2.14% 2.14% 273 0 0.0% Q2 2026 Jul 24, 2026
Blueprint Financial Advisors LLC History No change 42,558 2,875 0.32% 0.32% 274 0 0.0% Q2 2026 Aug 14, 2026
21 West Wealth Management LLC History No change 42,238 2,853 2.44% 2.44% 275 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 41,417 2,798 0.06% 0.06% 276 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL SECURITIES, INC. History No change 40,963 2,767 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 40,509 2,736 0.01% 0.01% 278 0 0.0% Q2 2026 Jul 28, 2026
Saxony Capital Management, LLC History No change 40,302 2,722 1.25% 1.25% 279 0 0.0% Q2 2026 Jul 15, 2026
SIMA Wealth Partners, LLC History No change 40,008 2,702 1.91% 1.91% 280 0 0.0% Q2 2026 Jul 28, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 39,302 2,655 0.25% 0.25% 281 0 0.0% Q2 2026 Jul 09, 2026
Financial Enhancement Group LLC History No change 39,204 2,648 0.32% 0.32% 282 0 0.0% Q2 2026 Jul 07, 2026
Moisand Fitzgerald Tamayo, LLC History No change 39,058 2,638 0.26% 0.26% 283 0 0.0% Q2 2026 Jul 13, 2026
Jump Financial, LLC History No change 37,726 2,548 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 13, 2026
MMA ASSET MANAGEMENT LLC History No change 37,012 2,500 0.8% 0.8% 285 0 0.0% Q2 2026 Aug 04, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 36,884 2,491 1.83% 1.83% 286 0 0.0% Q2 2026 Aug 07, 2026
S.A. Mason LLC History No change 36,783 2,485 0.76% 0.76% 287 0 0.0% Q2 2026 Jul 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 35,979 2,430 0.1% 0.1% 288 0 0.0% Q2 2026 Jul 27, 2026
Crescent Grove Advisors, LLC History No change 35,678 2,410 0.2% 0.2% 289 0 0.0% Q2 2026 Aug 10, 2026
Midwest Financial Network, LLC History No change 34,472 2,328 1.59% 1.59% 290 0 0.0% Q2 2026 Jul 07, 2026
Wealthquest Corp History No change 34,334 2,319 0.15% 0.15% 291 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 33,930 2,292 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 33,790 2,282 0.29% 0.29% 293 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Management Group History No change 33,759 2,280 0.44% 0.44% 294 0 0.0% Q2 2026 Aug 04, 2026
Orange Investment Advisors, Inc. History No change 33,727 2,278 0.28% 0.28% 295 0 0.0% Q2 2026 Jul 21, 2026
J.W. COLE ADVISORS, INC. History No change 32,996 2,229 0.04% 0.04% 296 0 0.0% Q2 2026 Jul 21, 2026
RAINIER FAMILY WEALTH INC History No change 32,695 2,208 1.26% 1.26% 297 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 32,481 2,194 0.04% 0.04% 298 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Advisors, LLC History No change 32,034 2,164 1.04% 1.04% 299 0 0.0% Q2 2026 Jul 22, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 31,035 2,096 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 30,675 2,072 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 12, 2026
Raleigh Capital Management Inc. History No change 29,918 2,021 0.65% 0.65% 302 0 0.0% Q2 2026 Jul 21, 2026
Independent Advisor Alliance History No change 29,540 1,995 0.05% 0.05% 303 0 0.0% Q2 2026 Aug 12, 2026
Roundview Capital LLC History No change 29,462 1,990 0.11% 0.11% 304 0 0.0% Q2 2026 Jul 30, 2026
Breachway Investments LLC History No change 29,468 1,990 3.0% 3.0% 305 0 0.0% Q2 2026 Jul 13, 2026
Virtue Capital Management, LLC History No change 29,308 1,980 0.26% 0.26% 306 0 0.0% Q2 2026 Aug 05, 2026
Transcendent Capital Group LLC History No change 29,240 1,975 0.77% 0.77% 307 0 0.0% Q2 2026 Aug 05, 2026
Wealth Enhancement Trust Services, Inc. History No change 29,160 1,970 0.22% 0.22% 308 0 0.0% Q2 2026 Jul 22, 2026
CAPTRUST FINANCIAL ADVISORS History No change 29,064 1,963 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 28,969 1,957 0.36% 0.36% 310 0 0.0% Q2 2026 Aug 04, 2026
Downshift Financial, LLC History No change 28,928 1,954 0.88% 0.88% 311 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 28,575 1,931 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 28,563 1,929 0.32% 0.32% 313 0 0.0% Q2 2026 Jul 24, 2026
Symphony Financial, Ltd. Co. History No change 28,726 1,925 0.21% 0.21% 314 0 0.0% Q2 2026 Aug 03, 2026
WADDELL & ASSOCIATES, LLC History No change 28,299 1,911 0.09% 0.09% 315 0 0.0% Q2 2026 Jul 15, 2026
Kelman-Lazarov, Inc. History No change 28,083 1,897 0.25% 0.25% 316 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 27,769 1,876 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 12, 2026
Fifth Third Wealth Advisors LLC History No change 27,757 1,875 0.05% 0.05% 318 0 0.0% Q2 2026 Jul 17, 2026
BROWN ADVISORY INC History No change 27,711 1,872 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 27,644 1,867 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 18, 2026
Advisor Resource Council History No change 27,518 1,848 0.52% 0.52% 321 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 27,332 1,846 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 19, 2026
TWO SIGMA SECURITIES, LLC History No change 27,039 1,826 0.16% 0.16% 323 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 26,940 1,820 0.99% 0.99% 324 0 0.0% Q2 2026 Aug 17, 2026
TKG Advisors, LLC History No change 26,918 1,818 0.63% 0.63% 325 0 0.0% Q2 2026 Jul 27, 2026
L2 Asset Management, LLC History No change 26,887 1,816 0.19% 0.19% 326 0 0.0% Q2 2026 Aug 13, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 26,764 1,808 2.81% 2.81% 327 0 0.0% Q2 2026 Aug 11, 2026
Summit Investment Advisory Services, LLC History No change 26,715 1,804 0.45% 0.45% 328 0 0.0% Q2 2026 Jul 24, 2026
Coppell Advisory Solutions LLC History No change 5,179 1,789 0.15% 0.15% 329 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 26,380 1,782 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 10, 2026
Inman Jager Wealth Management, LLC History No change 26,326 1,778 0.95% 0.95% 331 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 26,293 1,776 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 31, 2026
Cavalier Investments, LLC History No change 26,284 1,775 0.07% 0.07% 333 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 25,948 1,753 0.07% 0.07% 334 0 0.0% Q2 2026 Aug 17, 2026
Merit Financial Group, LLC History No change 25,553 1,726 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 25,403 1,716 0.05% 0.05% 336 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 25,026 1,690 0.31% 0.31% 337 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 24,895 1,681 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History No change 24,762 1,672 0.05% 0.05% 339 0 0.0% Q2 2026 Jul 06, 2026
Delta Wealth Advisors LLC History No change 24,624 1,663 1.19% 1.19% 340 0 0.0% Q2 2026 Jul 14, 2026
Measured Wealth Private Client Group, LLC History No change 24,516 1,656 0.4% 0.4% 341 0 0.0% Q2 2026 Aug 10, 2026
MONEY CONCEPTS CAPITAL CORP History No change 24,358 1,645 0.08% 0.08% 342 0 0.0% Q2 2026 Aug 04, 2026
WCG Wealth Advisors LLC History No change 24,302 1,641 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 24,174 1,611 0.11% 0.11% 344 0 0.0% Q2 2026 Jul 16, 2026
Navigation Group, LLC History No change 23,443 1,583 0.31% 0.31% 345 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 23,238 1,569 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 10, 2026
Eldridge Investment Advisors, Inc. History No change 22,967 1,551 0.31% 0.31% 347 0 0.0% Q2 2026 Aug 10, 2026
Apollon Financial, LLC History No change 22,468 1,517 0.18% 0.18% 348 0 0.0% Q2 2026 Jul 22, 2026
Tennessee Valley Asset Management Partners History No change 22,318 1,507 0.17% 0.17% 349 0 0.0% Q2 2026 Aug 10, 2026
Worth Asset Management, LLC History No change 22,292 1,506 0.48% 0.48% 350 0 0.0% Q2 2026 Jul 08, 2026
SMART Wealth LLC History No change 22,233 1,502 0.32% 0.32% 351 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Network Inc. History No change 22,142 1,495 0.38% 0.38% 352 0 0.0% Q2 2026 Jul 20, 2026
Legacy Edge Advisors, LLC History No change 22,068 1,490 0.14% 0.14% 353 0 0.0% Q2 2026 Aug 11, 2026
Brio Consultants, LLC History No change 22,016 1,487 0.17% 0.17% 354 0 0.0% Q2 2026 Aug 12, 2026
Curbstone Financial Management Corp History No change 21,750 1,469 0.25% 0.25% 355 0 0.0% Q2 2026 Jul 14, 2026
Fingerlakes Wealth Management, Inc. History No change 21,704 1,466 0.79% 0.79% 356 0 0.0% Q2 2026 Jul 23, 2026
Wedmont Private Capital History No change 22,104 1,465 0.04% 0.04% 357 0 0.0% Q2 2026 Jul 13, 2026
BCS Wealth Management History No change 21,678 1,464 0.26% 0.26% 358 0 0.0% Q2 2026 Jul 16, 2026
Founders Financial Alliance, LLC History No change 21,235 1,434 0.19% 0.19% 359 0 0.0% Q2 2026 Aug 04, 2026
MBM WEALTH CONSULTANTS, LLC History No change 20,788 1,404 0.27% 0.27% 360 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 20,647 1,394 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Planning, Inc. History No change 20,599 1,391 0.73% 0.73% 362 0 0.0% Q2 2026 Aug 14, 2026
ORBA Wealth Advisors, L.L.C. History No change 20,565 1,389 1.19% 1.19% 363 0 0.0% Q2 2026 Jul 23, 2026
Apella Capital, LLC History No change 20,816 1,376 0.02% 0.02% 364 0 0.0% Q2 2026 Jul 08, 2026
Mattson Financial Services, LLC History No change 20,359 1,355 0.28% 0.28% 365 0 0.0% Q2 2026 Aug 04, 2026
PAX Financial Group, LLC History No change 20,027 1,353 0.2% 0.2% 366 0 0.0% Q2 2026 Aug 05, 2026
NICOLET BANKSHARES INC History No change 19,911 1,332 0.04% 0.04% 367 0 0.0% Q2 2026 Aug 11, 2026
Armbruster Capital Management, Inc. History No change 19,727 1,332 0.2% 0.2% 368 0 0.0% Q2 2026 Jul 16, 2026
Northwest Wealth Advisors, LLC History No change 19,727 1,332 0.77% 0.77% 369 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 19,504 1,317 0.03% 0.03% 370 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Advisors, LLC History No change 19,350 1,307 0.15% 0.15% 371 0 0.0% Q2 2026 Aug 14, 2026
Asset One Wealth Management LLC History No change 19,732 1,307 0.14% 0.14% 372 0 0.0% Q2 2026 Aug 13, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 19,207 1,297 1.09% 1.09% 373 0 0.0% Q2 2026 Jul 24, 2026
River Street Advisors LLC History No change 19,186 1,296 0.38% 0.38% 374 0 0.0% Q2 2026 Jul 21, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 19,088 1,289 0.32% 0.32% 375 0 0.0% Q2 2026 Jul 10, 2026
Comprehensive Money Management Services LLC History No change 18,900 1,276 0.8% 0.8% 376 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 18,780 1,268 0.15% 0.15% 377 0 0.0% Q2 2026 Jul 09, 2026
SEEDS INVESTOR LLC History No change 18,572 1,254 0.13% 0.13% 378 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 18,516 1,250 0.28% 0.28% 379 0 0.0% Q2 2026 Jul 22, 2026
High Probability Advisors, LLC History No change 18,251 1,233 0.13% 0.13% 380 0 0.0% Q2 2026 Jul 13, 2026
Gateway Wealth Partners, LLC History No change 18,224 1,231 0.07% 0.07% 381 0 0.0% Q2 2026 Aug 04, 2026
Evernest Financial Advisors, LLC History No change 18,149 1,226 0.26% 0.26% 382 0 0.0% Q2 2026 Aug 05, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 18,096 1,222 0.34% 0.34% 383 0 0.0% Q2 2026 Aug 12, 2026
Trinity Wealth Management, LLC History No change 18,100 1,222 0.39% 0.39% 384 0 0.0% Q2 2026 Jul 07, 2026
Quadcap Wealth Management, LLC History No change 17,604 1,189 0.12% 0.12% 385 0 0.0% Q2 2026 Jul 31, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 17,513 1,183 0.15% 0.15% 386 0 0.0% Q2 2026 Jul 20, 2026
WealthPlan Investment Management, LLC History No change 17,272 1,166 0.06% 0.06% 387 0 0.0% Q2 2026 Jul 28, 2026
Capital Management Associates, Inc History No change 17,194 1,161 0.23% 0.23% 388 0 0.0% Q2 2026 Jul 22, 2026
Global Financial Private Client, LLC History No change 17,169 1,159 0.31% 0.31% 389 0 0.0% Q2 2026 Jul 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 16,908 1,142 0.65% 0.65% 390 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 16,889 1,141 0.09% 0.09% 391 0 0.0% Q2 2026 Jul 28, 2026
Balance Wealth Partners LLC History No change 16,832 1,137 0.3% 0.3% 392 0 0.0% Q2 2026 Jul 21, 2026
Ranch Capital Advisors Inc. History No change 16,728 1,130 0.36% 0.36% 393 0 0.0% Q2 2026 Aug 03, 2026
Hobbs Group Advisors, LLC History No change 16,697 1,128 0.3% 0.3% 394 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 16,620 1,122 0.03% 0.03% 395 0 0.0% Q2 2026 Aug 03, 2026
SFG Wealth Management, LLC. History No change 16,619 1,122 0.4% 0.4% 396 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 16,559 1,119 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 16,517 1,115 0.05% 0.05% 398 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 16,332 1,103 0.4% 0.4% 399 0 0.0% Q2 2026 Jul 30, 2026
Balefire, LLC History No change 16,278 1,099 0.18% 0.18% 400 0 0.0% Q2 2026 Jul 07, 2026
DUNCKER STREETT & CO INC History No change 16,183 1,093 0.19% 0.19% 401 0 0.0% Q2 2026 Jul 28, 2026
Grey Ledge Advisors, LLC History No change 16,137 1,090 0.22% 0.22% 402 0 0.0% Q2 2026 Jul 27, 2026
Aldebaran Financial Inc. History No change 16,092 1,087 0.88% 0.88% 403 0 0.0% Q2 2026 Aug 13, 2026
Orin Green Financial, LLC History No change 16,095 1,087 0.4% 0.4% 404 0 0.0% Q2 2026 Jul 13, 2026
FRANKLIN RESOURCES INC History No change 16,021 1,082 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 15,608 1,054 0.04% 0.04% 406 0 0.0% Q2 2026 Jul 02, 2026
HUB Investment Partners, LLC History No change 15,559 1,051 0.02% 0.02% 407 0 0.0% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History No change 15,435 1,042 0.03% 0.03% 408 0 0.0% Q2 2026 Aug 04, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 15,331 1,035 0.57% 0.57% 409 0 0.0% Q2 2026 Aug 13, 2026
Valpey Financial Services, LLC History No change 15,179 1,025 0.61% 0.61% 410 0 0.0% Q2 2026 Aug 11, 2026
Lifeworks Advisors, LLC History No change 15,127 1,021 0.11% 0.11% 411 0 0.0% Q2 2026 Aug 14, 2026
HORAN Wealth, LLC History No change 15,078 1,018 0.13% 0.13% 412 0 0.0% Q2 2026 Aug 26, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 14,955 1,010 0.08% 0.08% 413 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Counsel, LLC History No change 14,847 1,003 0.24% 0.24% 414 0 0.0% Q2 2026 Jul 20, 2026
Worth Financial Advisory Group, LLC History No change 14,858 1,003 0.42% 0.42% 415 0 0.0% Q2 2026 Jul 30, 2026
Krilogy Financial LLC History No change 14,774 998 0.03% 0.03% 416 0 0.0% Q2 2026 Jul 27, 2026
Brand Asset Management Group, Inc. History No change 14,484 978 0.22% 0.22% 417 0 0.0% Q2 2026 Aug 12, 2026
VCI Wealth Management LLC History No change 14,469 977 0.24% 0.24% 418 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 14,440 975 0.02% 0.02% 419 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 14,428 974 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 14,731 974 0.14% 0.14% 421 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 14,261 963 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 03, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 14,167 957 0.27% 0.27% 423 0 0.0% Q2 2026 Aug 07, 2026
ATLAS CAPITAL ADVISORS INC. History No change 14,111 953 0.1% 0.1% 424 0 0.0% Q2 2026 Aug 13, 2026
Second Line Capital, LLC History No change 14,068 950 0.18% 0.18% 425 0 0.0% Q2 2026 Sep 02, 2026
Flagship Private Wealth, LLC History No change 13,965 943 0.33% 0.33% 426 0 0.0% Q2 2026 Aug 04, 2026
NOVUS ADVISORS, LLC History No change 13,933 941 1.96% 1.96% 427 0 0.0% Q2 2026 Jul 27, 2026
Ethos Financial Group, LLC History No change 14,276 934 0.06% 0.06% 428 0 0.0% Q2 2026 Aug 07, 2026
SMITH, MOORE & CO. History No change 13,768 930 0.06% 0.06% 429 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 13,667 923 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
WATERSHED PRIVATE WEALTH LLC History No change 13,620 920 0.26% 0.26% 431 0 0.0% Q2 2026 Jul 17, 2026
Park Place Capital Corp History No change 13,617 920 0.15% 0.15% 432 0 0.0% Q2 2026 Aug 13, 2026
F/m Investments LLC History No change 13,567 918 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 05, 2026
Sachetta, LLC History No change 13,566 916 0.45% 0.45% 434 0 0.0% Q2 2026 Jul 15, 2026
Fusion Family Wealth, LLC History No change 13,539 914 0.06% 0.06% 435 0 0.0% Q2 2026 Aug 07, 2026
WHITE PINE CAPITAL LLC History No change 13,511 912 0.22% 0.22% 436 0 0.0% Q2 2026 Aug 05, 2026
COURIER CAPITAL LLC History No change 13,342 901 0.04% 0.04% 437 0 0.0% Q2 2026 Jul 16, 2026
Tidemark, LLC History No change 13,350 901 0.2% 0.2% 438 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 13,026 880 0.04% 0.04% 439 0 0.0% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History No change 13,007 866 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 13,007 866 0.01% 0.01% 441 0 0.0% Q2 2026 Jul 29, 2026
WorthPointe, LLC History No change 12,793 864 0.22% 0.22% 442 0 0.0% Q2 2026 Jul 31, 2026
Vawter Financial, Ltd. History No change 12,747 861 0.32% 0.32% 443 0 0.0% Q2 2026 Jul 24, 2026
EP Wealth Advisors, LLC History No change 12,642 854 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 11, 2026
BlueChip Wealth Advisors LLC History No change 12,648 854 0.32% 0.32% 445 0 0.0% Q2 2026 Jul 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 12,390 837 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 15, 2026
Fortitude Family Office, LLC History No change 12,340 833 0.16% 0.16% 447 0 0.0% Q2 2026 Jul 20, 2026
Sage Mountain Advisors LLC History No change 12,313 831 0.05% 0.05% 448 0 0.0% Q2 2026 Aug 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 12,200 824 0.08% 0.08% 449 0 0.0% Q2 2026 Jul 28, 2026
HEADINVEST, LLC History No change 12,130 819 0.15% 0.15% 450 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 12,069 815 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 12,037 813 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 11,990 810 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 14, 2026
ERn Financial, LLC History No change 11,884 802 0.13% 0.13% 454 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 11,807 797 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
Garrett Wealth Advisory Group, LLC History No change 11,652 787 0.12% 0.12% 456 0 0.0% Q2 2026 Aug 04, 2026
HBK Sorce Advisory LLC History No change 11,643 785 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 11,490 776 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 06, 2026
Maridea Wealth Management LLC History No change 11,474 775 0.08% 0.08% 459 0 0.0% Q2 2026 Aug 06, 2026
Taylor & Morgan Wealth Management, LLC History No change 11,401 770 0.38% 0.38% 460 0 0.0% Q2 2026 Jul 10, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 12,212 769 0.18% 0.2% 461 -17 -0.14% Q3 2026 Oct 06, 2026
Vertex Planning Partners, LLC History No change 11,385 769 0.11% 0.11% 462 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 11,320 764 0.05% 0.05% 463 0 0.0% Q2 2026 Jul 20, 2026
Ascent Group, LLC History No change 11,245 759 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 03, 2026
Range Advisory, LLC History No change 11,150 753 0.09% 0.09% 465 0 0.0% Q2 2026 Sep 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 11,125 751 0.04% 0.04% 466 0 0.0% Q2 2026 Jul 28, 2026
International Private Wealth Advisors LLC History No change 11,038 745 0.38% 0.38% 467 0 0.0% Q2 2026 Aug 07, 2026
COMMERCE BANK History No change 10,894 735 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 12, 2026
Medallion Wealth Advisors, LLC History No change 10,826 731 0.23% 0.23% 469 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 10,788 728 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 28, 2026
Investment Planning Advisors, Inc. History No change 10,769 727 0.17% 0.17% 471 0 0.0% Q2 2026 Jul 23, 2026
Drucker Wealth 3.0, LLC History No change 10,685 721 0.11% 0.11% 472 0 0.0% Q2 2026 Jul 13, 2026
WNY Asset Management, LLC History No change 10,534 711 0.06% 0.06% 473 0 0.0% Q2 2026 Aug 17, 2026
71 West Capital Partners History No change 10,404 702 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 04, 2026
KPP Advisory Services LLC History No change 10,231 691 0.09% 0.09% 475 0 0.0% Q2 2026 Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 10,217 690 0.03% 0.03% 476 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 10,226 690 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 10, 2026
Gambit Capital Management, LLC History No change 10,210 689 0.4% 0.4% 478 0 0.0% Q2 2026 Aug 11, 2026
SIMON QUICK ADVISORS, LLC History No change 10,190 688 0.03% 0.03% 479 0 0.0% Q2 2026 Jul 28, 2026
Revolve Wealth Partners, LLC History No change 10,165 686 0.07% 0.07% 480 0 0.0% Q2 2026 Jul 09, 2026
DAVENPORT & Co LLC History No change 10,136 684 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 13, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 10,127 684 0.41% 0.41% 482 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 10,089 682 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 12, 2026
Pine Valley Investments Ltd Liability Co History No change 10,074 680 0.03% 0.03% 484 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 9,991 674 0.47% 0.47% 485 0 0.0% Q2 2026 Jul 24, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 9,817 663 1.01% 1.01% 486 0 0.0% Q2 2026 Jul 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,790 661 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 07, 2026
Keystone Financial Group History No change 9,786 661 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 29, 2026
Fourth Dimension Wealth, LLC History No change 9,632 650 0.21% 0.21% 489 0 0.0% Q2 2026 Jul 31, 2026
Conservest Capital Advisors, Inc. History No change 9,618 649 0.05% 0.05% 490 0 0.0% Q2 2026 Jul 22, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 9,554 645 0.08% 0.08% 491 0 0.0% Q2 2026 Jul 20, 2026
Arax Advisory Partners History No change 9,558 645 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 10, 2026
Laraway Financial Advisors Inc History No change 9,493 641 0.39% 0.39% 493 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 9,487 640 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 12, 2026
Goldstein Advisors, LLC History No change 9,452 638 0.06% 0.06% 495 0 0.0% Q2 2026 Jul 20, 2026
Narus Financial Partners, LLC History No change 9,367 632 0.16% 0.16% 496 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 9,339 630 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 12, 2026
Lutz Financial Services LLC History No change 9,264 625 0.04% 0.04% 498 0 0.0% Q2 2026 Aug 05, 2026
DAVIS R M INC History No change 9,083 613 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 9,028 609 0.05% 0.05% 500 0 0.0% Q2 2026 Jul 31, 2026
McKinley Carter Wealth Services, Inc. History No change 8,746 590 0.03% 0.03% 501 0 0.0% Q2 2026 Jul 28, 2026
Gen-Wealth Partners Inc History No change 8,720 589 0.16% 0.16% 502 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 8,708 588 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Planning Group, LLC History No change 8,709 588 0.19% 0.19% 504 0 0.0% Q2 2026 Jul 31, 2026
Americana Partners, LLC History No change 8,631 583 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 8,378 566 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 8,352 564 0.06% 0.06% 507 0 0.0% Q2 2026 Jul 30, 2026
Tyche Wealth Partners LLC History No change 8,112 548 0.08% 0.08% 508 0 0.0% Q2 2026 Aug 06, 2026
Outlook Wealth Advisors, LLC History No change 8,111 547 0.12% 0.12% 509 0 0.0% Q2 2026 Aug 03, 2026
Leslie Global Wealth, LLC History No change 8,073 545 0.21% 0.21% 510 0 0.0% Q2 2026 Jul 21, 2026
Mystic Asset Management, Inc. History No change 8,065 544 0.12% 0.12% 511 0 0.0% Q2 2026 Aug 11, 2026
Inspire Advisors, LLC History No change 8,026 542 0.04% 0.04% 512 0 0.0% Q2 2026 Aug 13, 2026
Hidden Cove Wealth Management, LLC History No change 7,890 533 0.29% 0.29% 513 0 0.0% Q2 2026 Jul 21, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 7,862 531 0.29% 0.29% 514 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 7,852 530 0.28% 0.28% 515 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 7,909 529 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 28, 2026
Opulen Financial Group LLC History No change 7,814 527 0.33% 0.33% 517 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 7,708 520 0.04% 0.04% 518 0 0.0% Q2 2026 Jul 07, 2026
WealthPoint Financial, LLC History No change 7,669 518 0.38% 0.38% 519 0 0.0% Q2 2026 Aug 06, 2026
UNIVEST FINANCIAL Corp History No change 7,639 516 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 7,625 515 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON DAVIS & CO., INC. History No change 7,630 515 0.31% 0.31% 522 0 0.0% Q2 2026 Jul 29, 2026
Texas Yale Capital Corp. History No change 7,625 515 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 12, 2026
Ironwood Wealth Management, LLC. History No change 7,602 513 0.11% 0.11% 524 0 0.0% Q2 2026 Jul 30, 2026
Sollinda Capital Management LLC History No change 7,532 508 0.11% 0.11% 525 0 0.0% Q2 2026 Aug 05, 2026
Falcon Wealth Planning History No change 7,467 504 0.03% 0.03% 526 0 0.0% Q2 2026 Jul 13, 2026
Curi Capital, LLC History No change 7,416 501 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 7,293 492 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 14, 2026
Paladin Wealth, LLC History No change 7,281 491 0.29% 0.29% 529 0 0.0% Q2 2026 Jul 09, 2026
Empowered Funds, LLC History No change 7,239 489 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 7,121 481 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 7,105 480 0.27% 0.27% 532 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 7,086 478 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 11, 2026
Valtinson Bruner Financial Planning LLC History No change 7,038 475 0.12% 0.12% 534 0 0.0% Q2 2026 Aug 03, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,980 471 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 06, 2026
October Effect Ltd History No change 6,983 471 0.44% 0.44% 536 0 0.0% Q2 2026 Jul 21, 2026
Estate Counselors, LLC History No change 6,885 465 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History No change 6,874 464 0.01% 0.01% 538 0 0.0% Q2 2026 Jul 17, 2026
WASHINGTON TRUST Co History No change 6,799 459 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 03, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 6,708 453 0.16% 0.16% 540 0 0.0% Q2 2026 Aug 11, 2026
Sowell Financial Services LLC History No change 6,704 452 0.01% 0.01% 541 0 0.0% Q2 2026 Jul 17, 2026
Values Added Financial LLC History No change 6,696 452 0.16% 0.16% 542 0 0.0% Q2 2026 Jul 27, 2026
Spinnaker Investment Group, LLC History No change 6,666 450 0.07% 0.07% 543 0 0.0% Q2 2026 Jul 10, 2026
Landmark Wealth Management, LLC History No change 6,607 446 0.11% 0.11% 544 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 6,577 444 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,565 443 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management, Inc. History No change 6,535 441 0.28% 0.28% 547 0 0.0% Q2 2026 Jul 16, 2026
SFM, LLC History No change 6,497 438 0.22% 0.22% 548 0 0.0% Q2 2026 Jul 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 6,463 436 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 6,459 436 0.02% 0.02% 550 0 0.0% Q2 2026 Jul 23, 2026
Jordan Park Group LLC History No change 6,442 435 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 11, 2026
Stegent Equity Advisors, Inc. History No change 6,427 434 0.31% 0.31% 552 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 6,413 433 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 07, 2026
Stablepoint Partners, LLC History No change 6,409 432 0.06% 0.06% 554 0 0.0% Q2 2026 Jul 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,393 431 0.02% 0.02% 555 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 6,362 429 0.02% 0.02% 556 0 0.0% Q2 2026 Jul 31, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 6,332 427 0.08% 0.08% 557 0 0.0% Q2 2026 Jul 21, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,315 426 0.11% 0.11% 558 0 0.0% Q2 2026 Jul 20, 2026
Astoria Portfolio Advisors LLC. History No change 6,263 423 0.07% 0.07% 559 0 0.0% Q2 2026 Jul 28, 2026
Acorn Wealth Advisors, LLC History No change 6,183 417 0.1% 0.1% 560 0 0.0% Q2 2026 Jul 30, 2026
Cassaday & Co Wealth Management LLC History No change 6,151 415 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 10, 2026
Legacy Financial Strategies, LLC History No change 6,109 412 0.06% 0.06% 562 0 0.0% Q2 2026 Jul 21, 2026
American Money Management, LLC History No change 6,090 411 0.06% 0.06% 563 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisors of Tampa Bay, LLC History No change 6,080 410 0.13% 0.13% 564 0 0.0% Q2 2026 Aug 14, 2026
Beckerman Institutional, LLC History No change 6,081 410 0.2% 0.2% 565 0 0.0% Q2 2026 Aug 11, 2026
Red Mountain Financial, LLC History No change 6,044 408 0.34% 0.34% 566 0 0.0% Q2 2026 Jul 21, 2026
Brown Financial Advisors History No change 6,039 407 0.14% 0.14% 567 0 0.0% Q2 2026 Aug 26, 2026
Spartan Planning & Wealth Management History No change 5,985 404 0.27% 0.27% 568 0 0.0% Q2 2026 Jul 22, 2026
SENTINEL PENSION ADVISORS, LLC History No change 6,076 402 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 23, 2026
Scarborough Advisors, LLC History No change 5,849 390 0.04% 0.04% 570 0 0.0% Q2 2026 Jul 21, 2026
Wescott Financial Advisory Group, LLC History No change 5,774 390 0.03% 0.03% 571 0 0.0% Q2 2026 Aug 04, 2026
Camelot Portfolios, LLC History No change 5,772 389 0.27% 0.27% 572 0 0.0% Q2 2026 Jul 17, 2026
PCB Capital LLC History No change 5,775 389 0.47% 0.47% 573 0 0.0% Q2 2026 Jul 20, 2026
Marion Wealth Management History No change 5,678 383 0.08% 0.08% 574 0 0.0% Q2 2026 Jul 16, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 5,638 380 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 13, 2026
SigFig Wealth Management, LLC History No change 5,663 379 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 07, 2026
Sovereign Financial Group, Inc. History No change 5,623 379 0.06% 0.06% 577 0 0.0% Q2 2026 Jul 24, 2026
Planning Strategies Inc. History Reduced 5,997 378 0.22% 0.25% 578 -13 -0.22% Q3 2026 Oct 02, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,552 375 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 14, 2026
APS Management Group, Inc. History No change 5,433 367 0.28% 0.28% 580 0 0.0% Q2 2026 Jul 10, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 5,440 367 0.06% 0.06% 581 0 0.0% Q2 2026 Jul 21, 2026
Advisors Capital Management, LLC History No change 5,359 362 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 11, 2026
Integris Wealth Management, LLC History No change 5,367 362 0.07% 0.07% 583 0 0.0% Q2 2026 Jul 10, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 5,450 360 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 5,274 356 0.01% 0.01% 585 0 0.0% Q2 2026 Aug 11, 2026
ZACKS INVESTMENT MANAGEMENT History No change 5,242 354 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
Tandem Wealth Advisors LLC History No change 5,197 351 0.14% 0.14% 587 0 0.0% Q2 2026 Aug 13, 2026
Aureum Wealth Management, LLC History No change 5,202 351 0.22% 0.22% 588 0 0.0% Q2 2026 Jul 22, 2026
Truepoint, Inc. History No change 5,170 349 0.01% 0.01% 589 0 0.0% Q2 2026 Jul 31, 2026
BRIGHTON JONES LLC History No change 5,124 346 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 11, 2026
WORLD EQUITY GROUP, INC. History No change 5,116 345 0.08% 0.08% 591 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisors, Ltd. LLC History No change 5,100 345 0.03% 0.03% 592 0 0.0% Q2 2026 Jul 16, 2026
USAdvisors Wealth Management, LLC History No change 5,109 345 0.1% 0.1% 593 0 0.0% Q2 2026 Jul 29, 2026
Continuum Advisory, LLC History No change 5,112 345 0.03% 0.03% 594 0 0.0% Q2 2026 Aug 06, 2026
Latitude Advisors, LLC History No change 5,105 344 0.14% 0.14% 595 0 0.0% Q2 2026 Jul 27, 2026
Quartz Partners, LLC History No change 5,087 343 0.11% 0.11% 596 0 0.0% Q2 2026 Aug 10, 2026
ROMAN BUTLER FULLERTON & CO History No change 5,201 342 0.08% 0.08% 597 0 0.0% Q2 2026 Aug 06, 2026
Orion Capital Management LLC History No change 5,000 337 0.1% 0.1% 598 0 0.0% Q2 2026 Aug 17, 2026
Milestone Asset Management Group, LLC History No change 4,981 336 0.17% 0.17% 599 0 0.0% Q2 2026 Jul 30, 2026
Acropolis Investment Management, LLC History No change 4,929 333 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 4,921 332 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 13, 2026
SAX WEALTH ADVISORS, LLC History No change 5,606 332 0.01% 0.01% 602 0 0.0% Q2 2026 Jul 09, 2026
Mattern Wealth Management LLC History No change 4,906 331 0.05% 0.05% 603 0 0.0% Q2 2026 Jul 23, 2026
PCG Wealth Advisors, LLC History No change 4,900 331 0.07% 0.07% 604 0 0.0% Q2 2026 Aug 03, 2026
Barnes Dennig Private Wealth Management LLC History No change 4,896 330 0.26% 0.26% 605 0 0.0% Q2 2026 Jul 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 5,542 328 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 14, 2026
WLTH Capital Management, LLC History No change 4,856 328 0.21% 0.21% 607 0 0.0% Q2 2026 Jul 09, 2026
Optimist Retirement Group LLC History No change 4,820 325 0.13% 0.13% 608 0 0.0% Q2 2026 Aug 10, 2026
DECISION INVESTMENTS, INC History No change 4,810 324 0.29% 0.29% 609 0 0.0% Q2 2026 Jul 13, 2026
Amicus Financial Advisors, LLC History No change 4,793 323 0.08% 0.08% 610 0 0.0% Q2 2026 Jul 20, 2026
Valeo Financial Advisors, LLC History No change 4,744 320 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 08, 2026
Diligent Investors, LLC History No change 4,680 316 0.07% 0.07% 612 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Financial, llc History No change 4,798 316 0.05% 0.05% 613 0 0.0% Q2 2026 Jul 17, 2026
Midwestern Financial, LLC /IA History No change 4,635 313 0.22% 0.22% 614 0 0.0% Q2 2026 Aug 13, 2026
SMI Advisory Services, LLC History No change 4,636 310 0.05% 0.05% 615 0 0.0% Q2 2026 Jul 09, 2026
Fullerton Advisors, LLC History No change 4,567 308 0.29% 0.29% 616 0 0.0% Q2 2026 Jul 27, 2026
Investmark Advisory Group LLC History No change 4,534 306 0.12% 0.12% 617 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 4,521 305 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 14, 2026
Spectrum Planning & Advisory Services Inc. History No change 4,508 304 0.14% 0.14% 619 0 0.0% Q2 2026 Jul 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 4,505 304 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 20, 2026
Altrius Capital Management Inc History No change 4,402 297 0.06% 0.06% 621 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 4,311 291 0.03% 0.03% 622 0 0.0% Q2 2026 Jul 07, 2026
Moors & Cabot, Inc. History No change 4,313 291 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Financial Group History No change 4,309 291 0.22% 0.22% 624 0 0.0% Q2 2026 Jul 27, 2026
NORDEN GROUP LLC History No change 4,304 290 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 29, 2026
GTS SECURITIES LLC History No change 4,244 286 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 4,234 286 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 04, 2026
My Personal CFO, LLC History No change 4,228 285 0.11% 0.11% 628 0 0.0% Q2 2026 Jul 21, 2026
Old Port Advisors History No change 4,205 284 0.06% 0.06% 629 0 0.0% Q2 2026 Jul 21, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 4,214 284 0.07% 0.07% 630 0 0.0% Q2 2026 Jul 24, 2026
Canvas Wealth Advisors, LLC History No change 4,115 278 0.04% 0.04% 631 0 0.0% Q2 2026 Jul 10, 2026
Five Oceans Advisors History No change 4,121 278 0.09% 0.09% 632 0 0.0% Q2 2026 Jul 15, 2026
Tower Research Capital LLC (TRC) History No change 4,102 277 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 11, 2026
Round Rock Advisors LLC History No change 4,025 271 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 12, 2026
True North Advisors, LLC History No change 3,992 269 0.03% 0.03% 635 0 0.0% Q2 2026 Jul 22, 2026
MAYPORT, LLC History No change 3,983 269 0.04% 0.04% 636 0 0.0% Q2 2026 Aug 07, 2026
Goodman Financial Corp History No change 3,970 268 0.04% 0.04% 637 0 0.0% Q2 2026 Jul 29, 2026
NorthRock Partners, LLC History No change 3,946 266 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 11, 2026
Denver PWM, LLC History No change 3,853 265 0.09% 0.09% 639 0 0.0% Q2 2026 Aug 17, 2026
Tranquility Partners, LLC History No change 3,903 263 0.09% 0.09% 640 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 3,868 261 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 27, 2026
Balboa Wealth Partners History No change 3,860 260 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 10, 2026
Grey Fox Wealth Advisors, LLC History No change 3,813 257 0.04% 0.04% 643 0 0.0% Q2 2026 Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,786 255 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 11, 2026
Magnolia Private Wealth, LLC History No change 3,742 252 0.14% 0.14% 645 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,716 251 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 14, 2026
WEALTHGARDEN F.S. LLC History No change 3,727 251 0.14% 0.14% 647 0 0.0% Q2 2026 Jul 31, 2026
HB Wealth Management, LLC History No change 3,698 249 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 29, 2026
Rockline Wealth Management, LLC History No change 3,694 249 0.05% 0.05% 649 0 0.0% Q2 2026 Jul 24, 2026
Prostatis Group LLC History No change 3,680 248 0.06% 0.06% 650 0 0.0% Q2 2026 Aug 14, 2026
ForthRight Wealth Management, LLC History No change 3,636 245 0.06% 0.06% 651 0 0.0% Q2 2026 Aug 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,636 245 0.05% 0.05% 652 0 0.0% Q2 2026 Aug 06, 2026
Vestment Financial LLC History No change 3,679 244 0.11% 0.11% 653 0 0.0% Q2 2026 Jul 24, 2026
Callan Family Office, LLC History No change 3,603 243 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,594 242 0.14% 0.14% 655 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 3,550 239 0.02% 0.02% 656 0 0.0% Q2 2026 Jul 21, 2026
Guardian Wealth Advisors, LLC History No change 3,545 239 0.12% 0.12% 657 0 0.0% Q2 2026 Aug 05, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 3,538 239 0.02% 0.02% 658 0 0.0% Q2 2026 Jul 28, 2026
Certified Advisory Corp History No change 3,518 237 0.02% 0.02% 659 0 0.0% Q2 2026 Jul 16, 2026
Uptown Financial Advisors LLC History No change 3,513 237 0.16% 0.16% 660 0 0.0% Q2 2026 Jul 10, 2026
Brookstone Capital Management History No change 3,499 236 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 15, 2026
Arlington Trust Co LLC History No change 3,499 236 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 07, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 3,484 235 0.11% 0.11% 663 0 0.0% Q2 2026 Aug 07, 2026
ETF Store, Inc. History No change 3,471 234 0.2% 0.2% 664 0 0.0% Q2 2026 Jul 29, 2026
Montis Financial, LLC History No change 3,442 232 0.05% 0.05% 665 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 3,433 231 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History No change 3,419 230 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 23, 2026
KLCM Advisors, Inc. History No change 3,377 228 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 3,411 228 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 3,369 227 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 09, 2026
Kraft, Davis & Associates, LLC History No change 3,471 226 0.05% 0.05% 671 0 0.0% Q2 2026 Jul 09, 2026
PKS Advisory Services, LLC History No change 3,331 225 0.04% 0.04% 672 0 0.0% Q2 2026 Aug 04, 2026
YHB Investment Advisors, Inc. History No change 3,293 222 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 14, 2026
Main Street Financial Solutions, LLC History No change 3,297 222 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 07, 2026
Global Assets Advisory, LLC History No change 3,304 222 0.05% 0.05% 675 0 0.0% Q2 2026 Jul 27, 2026
Chevy Chase Trust Holdings, LLC History No change 3,283 221 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 14, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 3,276 221 0.06% 0.06% 677 0 0.0% Q2 2026 Jul 24, 2026
JGP Wealth Management, LLC History No change 3,239 218 0.02% 0.02% 678 0 0.0% Q2 2026 Jul 07, 2026
Fairvoy Private Wealth, LLC History No change 3,231 218 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 17, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 3,224 217 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 3,214 217 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 14, 2026
ZENITH SOLUTIONS, INC. History No change 3,217 217 0.2% 0.2% 682 0 0.0% Q2 2026 Aug 03, 2026
CWA Asset Management Group, LLC History No change 3,211 216 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,195 215 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 03, 2026
MATAURO, LLC History No change 3,192 215 0.03% 0.03% 685 0 0.0% Q2 2026 Jul 21, 2026
Nilsine Partners, LLC History No change 3,180 214 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 3,155 213 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 10, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 3,159 213 0.16% 0.16% 688 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 3,159 213 0.03% 0.03% 689 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,177 212 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 22, 2026
HANCOCK WHITNEY CORP History No change 3,137 211 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 3,134 211 0.05% 0.05% 692 0 0.0% Q2 2026 Jul 23, 2026
WFA of San Diego, LLC History No change 3,073 211 0.17% 0.17% 693 0 0.0% Q2 2026 Aug 14, 2026
JDM Financial Group LLC History No change 3,131 211 0.07% 0.07% 694 0 0.0% Q2 2026 Aug 17, 2026
Maia Wealth LLC History No change 3,081 208 0.03% 0.03% 695 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 3,076 207 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 31, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,023 204 0.0% 0.0% 697 0 0.0% Q2 2026 Sep 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,987 201 0.02% 0.02% 698 0 0.0% Q2 2026 Aug 14, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 2,978 201 0.08% 0.08% 699 0 0.0% Q2 2026 Jul 20, 2026
Hopwood Nicholas Hunter History No change 2,968 200 0.05% 0.05% 700 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 2,958 199 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,685 181 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 2,622 177 0.03% 0.03% 703 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 2,580 174 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 12, 2026
Rossmore Private Capital History No change 2,519 170 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 31, 2026
Front Row Advisors LLC History No change 2,491 169 0.05% 0.05% 706 0 0.0% Q2 2026 Aug 13, 2026
Richard W. Paul & Associates, LLC History No change 2,367 159 0.05% 0.05% 707 0 0.0% Q2 2026 Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,297 155 0.03% 0.03% 708 0 0.0% Q2 2026 Sep 02, 2026
POM Investment Strategies, LLC History No change 2,308 155 0.18% 0.18% 709 0 0.0% Q2 2026 Jul 30, 2026
Strategic Investment Advisors / MI History No change 2,203 148 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 2,084 140 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 2,000 135 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 04, 2026
Longview Financial Advisors LLC History No change 2,009 135 0.07% 0.07% 713 0 0.0% Q2 2026 Jul 14, 2026
GGM Financial LLC History No change 1,950 131 0.05% 0.05% 714 0 0.0% Q2 2026 Jul 23, 2026
TOMPKINS FINANCIAL CORP History Reduced 2,017 127 0.01% 0.01% 715 -35 -1.71% Q3 2026 Oct 05, 2026
WHITTIER TRUST CO History No change 1,851 123 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 27, 2026
Russell Investments Group, Ltd. History No change 1,811 122 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 06, 2026
Hilltop National Bank History No change 1,776 119 0.03% 0.03% 718 0 0.0% Q2 2026 Jul 01, 2026
Napier Financial, LLC History No change 1,726 116 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History No change 1,714 115 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 05, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,620 109 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 22, 2026
GILL CAPITAL PARTNERS, LLC History No change 1,613 108 0.03% 0.03% 722 0 0.0% Q2 2026 Aug 20, 2026
MidFirst Bank History No change 1,603 108 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 1,578 106 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 1,513 102 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 15, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,506 101 0.07% 0.07% 726 0 0.0% Q2 2026 Jul 06, 2026
Harbor Asset Planning, Inc. History No change 1,405 94 0.07% 0.07% 727 0 0.0% Q2 2026 Jul 22, 2026
Paladin Advisory Group, LLC History No change 1,390 93 0.06% 0.06% 728 0 0.0% Q2 2026 Jul 28, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,352 91 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 29, 2026
Strive Financial Group ,LLC History No change 1,278 86 0.04% 0.04% 730 0 0.0% Q2 2026 Aug 14, 2026
Decker Retirement Planning Inc. History No change 1,228 82 0.03% 0.03% 731 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,230 81 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 1,205 81 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 22, 2026
Graney & King, LLC History No change 1,182 79 0.03% 0.03% 734 0 0.0% Q2 2026 Aug 07, 2026
Brooklyn FI, LLC History No change 1,095 72 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 04, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,059 71 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 22, 2026
Walsh & Associates, LLC History No change 1,006 67 0.05% 0.05% 737 0 0.0% Q2 2026 Jul 21, 2026
PROTECTIVE LIFE CORP History No change 982 66 0.47% 0.47% 738 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 969 65 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 963 64 0.01% 0.01% 740 0 0.0% Q2 2026 Aug 05, 2026
JFS WEALTH ADVISORS, LLC History No change 906 61 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 10, 2026
Cape Investment Advisory, Inc. History No change 910 61 0.02% 0.02% 742 0 0.0% Q2 2026 Jul 23, 2026
Millstone Evans Group, LLC History No change 910 61 0.03% 0.03% 743 0 0.0% Q2 2026 Aug 11, 2026
Spectrum Wealth Advisory Group, LLC History No change 896 60 0.02% 0.02% 744 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 817 55 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 806 54 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 776 52 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 13, 2026
Polaris Financial Partners History New 797 51 0.02% — 749 +797 New Q3 2026 Oct 02, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 749 51 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 750 50 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 23, 2026
CENTRAL TRUST Co History No change 731 49 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 734 49 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 06, 2026
Synergy Investment Management, LLC History No change 712 48 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 706 47 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 07, 2026
Winch Advisory Services, LLC History No change 683 46 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 06, 2026
Collier Financial History No change 690 46 0.03% 0.03% 756 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Reduced 656 41 0.0% 0.0% 758 -580 -46.93% Q3 2026 Oct 02, 2026
EverSource Wealth Advisors, LLC History No change 617 41 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 601 40 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 581 39 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 30, 2026
SITTNER & NELSON, LLC History No change 565 38 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 07, 2026
StrongBox Wealth, LLC History No change 547 36 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 23, 2026
GHP Investment Advisors, Inc. History No change 516 34 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 17, 2026
Realta Investment Advisors History No change 513 34 0.01% 0.01% 764 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 509 34 0.0% 0.0% 765 0 0.0% Q2 2026 Jul 14, 2026
AMERIFLEX GROUP, INC. History No change 496 33 0.01% 0.01% 766 0 0.0% Q2 2026 Aug 13, 2026
Center for Financial Planning, Inc. History No change 481 32 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 460 31 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 24, 2026
Go Invest LLC History No change 466 31 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History No change 428 28 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 10, 2026
Oakmont Advisory Group, LLC History No change 393 26 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 03, 2026
Bernard Wealth Management Corp. History No change 380 25 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 359 24 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History No change 331 22 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 10, 2026
Covestor Ltd History No change 304 21 0.01% 0.01% 775 0 0.0% Q2 2026 Aug 07, 2026
ROGCO, LP History No change 318 21 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 30, 2026
First Bancorp, Inc /ME/ History No change 301 20 0.01% 0.01% 777 0 0.0% Q2 2026 Aug 11, 2026
Stone House Investment Management, LLC History No change 288 19 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 05, 2026
Cranbrook Wealth Management, LLC History No change 278 18 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 06, 2026
Main Street Group, LTD History No change 268 18 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 13, 2026
Clark Wealth Partners History No change 267 18 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 257 17 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 256 17 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 03, 2026
Coston, McIsaac & Partners History No change 262 17 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 12, 2026
Meramec Financial Planners, LLC History No change 262 17 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 238 16 0.01% 0.01% 786 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 236 15 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 230 15 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 10, 2026
Oakworth Capital, Inc. History No change 199 13 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 22, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 190 13 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 24, 2026
Lodestone Wealth Management LLC History No change 204 13 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 183 12 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 20, 2026
Topsail Wealth Management, LLC History No change 189 12 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 175 11 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 164 11 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 15, 2026
HFM Investment Advisors, LLC History No change 173 11 0.0% 0.0% 796 0 0.0% Q2 2026 Aug 04, 2026
Centennial Bank/AR/ History No change 153 10 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 156 10 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 24, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 158 10 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 15, 2026
BLUELINE ADVISORS LLC History No change 147 9 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 27, 2026
BFSG, LLC History No change 125 8 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 123 8 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 17, 2026
FINANCIAL CONSULATE, INC History No change 118 7 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 23, 2026
1620 INVESTMENT ADVISORS, INC. History No change 105 7 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 14, 2026
Frazier Financial Advisors, LLC History No change 117 7 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 10, 2026
MASECO LLP History No change 107 7 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 05, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 90 6 0.0% 0.0% 807 0 0.0% Q2 2026 Jul 30, 2026
CVA Family Office, LLC History No change 100 6 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 101 6 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 27, 2026
Atlantic Private Wealth, LLC History No change 91 6 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Investment Management History No change 90 6 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 06, 2026
REAP Financial Group, LLC History No change 103 6 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 04, 2026
Asset Dedication, LLC History No change 88 5 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 30, 2026
FAS Wealth Partners, Inc. History No change 82 5 0.0% 0.0% 814 0 0.0% Q2 2026 Jul 29, 2026
Bullock Wealth Management Group History No change 87 5 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 19, 2026
Carolina Wealth Advisors, LLC History No change 70 4 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 09, 2026
Pacifica Partners Inc. History No change 71 4 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 13, 2026
IMG Wealth Management, Inc. History No change 73 4 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 07, 2026
Frankly Finances, LLC History No change 68 4 0.0% 0.0% 819 0 0.0% Q2 2026 Jul 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 52 3 0.0% 0.0% 820 0 0.0% Q2 2026 Jul 08, 2026
Johnson Financial Group, Inc. History No change 54 3 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 10, 2026
Community Bank, N.A. History No change 45 3 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 50 3 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 31, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 55 3 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY ADVISORS, INC. History No change 45 3 0.0% 0.0% 825 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 52 3 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 13, 2026
Robbins Farley History No change 37 2 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 22, 2026
Blue Trust, Inc. History No change 42 2 0.0% 0.0% 828 0 0.0% Q2 2026 Jul 21, 2026
Integrity Financial Corp /WA History No change 31 2 0.0% 0.0% 829 0 0.0% Q2 2026 Jul 31, 2026
BROWN BROTHERS HARRIMAN & CO History No change 27 1 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 24 1 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 22 1 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 20 1 0.0% 0.0% 833 0 0.0% Q2 2026 Jul 24, 2026
Evolution Advisers, Inc. History No change 15 1 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 31, 2026
Kingdom Financial Group LLC. History No change 15 1 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 27 1 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 17, 2026
PlanVest Financial, Inc History No change 27 1 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 10, 2026
Sarver Vrooman Wealth Advisors History Closed out 0 0 — 0.0% — -79 -100.0% Q3 2026 Oct 01, 2026
Cheviot Value Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Community Financial Services Group, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
SOA Wealth Advisors, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Asset Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Smallwood Wealth Investment Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RHL GROUP, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Godfrey Financial Associates, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Networth Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026