Invesco Exchange-Traded Fund Trust II - SPMO

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
LPL Financial LLC History No change 7,669,460 1,238,924 0.28% 0.28% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 3,538,672 571,637 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,215,212 519,385 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 2,230,110 360,251 2.7% 2.7% 4 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,822,485 294,404 0.08% 0.08% 5 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,651,011 266,704 0.14% 0.14% 6 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,479,343 238,973 0.06% 0.06% 7 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 1,471,099 237,641 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,343,836 217,083 0.5% 0.5% 9 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 1,109,590 175,903 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,049,639 169,588 0.2% 0.2% 11 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 980,323 158,361 0.14% 0.14% 12 0 0.0% Q2 2026 Aug 12, 2026
Performance Wealth Partners, LLC History No change 912,173 147,352 3.66% 3.66% 13 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 869,180 140,407 0.21% 0.21% 14 0 0.0% Q2 2026 Jul 22, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 751,352 121,373 13.01% 13.01% 15 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 711,587 114,949 0.69% 0.69% 16 0 0.0% Q2 2026 Aug 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 721,878 111,313 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 659,465 106,529 0.22% 0.22% 18 0 0.0% Q2 2026 Aug 07, 2026
Redwood Investment Management, LLC History No change 638,049 103,070 10.22% 10.22% 19 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 631,935 102,082 0.13% 0.13% 20 0 0.0% Q2 2026 Jul 29, 2026
MONEY CONCEPTS CAPITAL CORP History No change 600,487 97,002 4.49% 4.49% 21 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 590,506 95,390 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 574,305 92,873 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 550,659 88,953 0.41% 0.41% 24 0 0.0% Q2 2026 Jul 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 546,617 88,301 0.15% 0.15% 25 0 0.0% Q2 2026 Aug 14, 2026
Alpine Bank Wealth Management History No change 490,988 79,314 10.18% 10.18% 26 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 413,793 66,844 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 429,242 65,995 0.11% 0.11% 28 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 370,872 59,910 0.01% 0.01% 29 0 0.0% Q2 2026 Sep 02, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 348,450 56,288 1.03% 1.03% 30 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 338,517 54,684 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 05, 2026
Family Investment Center, Inc. History No change 330,159 53,333 8.86% 8.86% 32 0 0.0% Q2 2026 Jul 23, 2026
Triton Wealth Management, PLLC History No change 328,079 49,398 15.17% 15.17% 33 0 0.0% Q2 2026 Aug 05, 2026
Penserra Capital Management LLC History No change 301,526 48,708 0.37% 0.37% 34 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 284,962 46,032 4.49% 4.49% 35 0 0.0% Q2 2026 Aug 14, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 267,862 43,270 1.62% 1.62% 36 0 0.0% Q2 2026 Aug 13, 2026
HBW ADVISORY SERVICES LLC History No change 263,212 42,519 3.85% 3.85% 37 0 0.0% Q2 2026 Jul 16, 2026
JANE STREET GROUP, LLC History No change 255,984 41,351 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
RVW Wealth, LLC History Added to 272,587 41,318 2.65% 2.76% 39 +13,340 5.15% Q3 2026 Oct 06, 2026
Sanctuary Advisors, LLC History No change 255,060 41,202 0.19% 0.19% 40 0 0.0% Q2 2026 Aug 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 251,472 40,622 1.95% 1.95% 41 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 251,437 40,617 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 19, 2026
Marks Wealth, LLC History No change 239,332 38,661 8.37% 8.37% 43 0 0.0% Q2 2026 Jul 29, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 250,052 37,902 6.17% 5.96% 44 +29,282 13.26% Q3 2026 Oct 08, 2026
Insight Wealth Strategies, LLC History Added to 247,018 37,442 3.7% 3.27% 45 +31,588 14.66% Q3 2026 Oct 09, 2026
TOMPKINS FINANCIAL CORP History Reduced 244,030 36,990 2.61% 2.77% 46 -1,293 -0.53% Q3 2026 Oct 05, 2026
Davidson Capital Management Inc. History No change 228,169 36,858 5.9% 5.9% 47 0 0.0% Q2 2026 Jul 28, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 224,100 36,201 0.08% 0.08% 48 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 222,301 35,912 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 213,710 34,522 1.06% 1.06% 50 0 0.0% Q2 2026 Aug 05, 2026
Onyx Bridge Wealth Group LLC History No change 213,011 34,409 3.1% 3.1% 51 0 0.0% Q2 2026 Jul 23, 2026
Advance Capital Management, Inc. History No change 205,771 33,240 1.07% 1.07% 52 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 201,647 32,574 0.33% 0.33% 53 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 200,379 32,369 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 197,756 31,945 0.96% 0.96% 55 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 193,442 31,248 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 14, 2026
Bull Oak Capital, LLC History No change 189,004 30,531 10.17% 10.17% 57 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 178,623 28,855 0.18% 0.18% 58 0 0.0% Q2 2026 Jul 20, 2026
Seros Financial, LLC History No change 177,943 28,744 14.97% 14.97% 59 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 164,120 26,511 0.42% 0.42% 60 0 0.0% Q2 2026 Aug 07, 2026
MANCHESTER FINANCIAL INC History No change 163,474 26,407 4.69% 4.69% 61 0 0.0% Q2 2026 Jul 17, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 161,592 26,103 11.99% 11.99% 62 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 150,022 24,234 0.49% 0.49% 63 0 0.0% Q2 2026 Aug 14, 2026
ADAPT WEALTH ADVISORS, LLC History No change 146,285 23,630 7.73% 7.73% 64 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 144,435 23,332 0.5% 0.5% 65 0 0.0% Q2 2026 Aug 13, 2026
Altus Wealth Group LLC History No change 143,826 23,233 8.39% 8.39% 66 0 0.0% Q2 2026 Jul 17, 2026
Goldstein Advisors, LLC History No change 141,576 22,870 2.09% 2.09% 67 0 0.0% Q2 2026 Jul 20, 2026
JTC Employer Solutions Trustee Ltd History No change 193,800 22,735 1.82% 1.82% 68 0 0.0% Q2 2026 Jul 31, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 139,640 22,557 10.76% 10.76% 69 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 136,683 22,079 0.14% 0.14% 70 0 0.0% Q2 2026 Sep 08, 2026
Modern Wealth Management, LLC History No change 135,772 21,932 0.26% 0.26% 71 0 0.0% Q2 2026 Aug 13, 2026
Triad Wealth Partners, LLC History No change 149,188 21,684 1.28% 1.28% 72 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Added to 142,623 21,618 0.6% 0.41% 73 +49,828 53.7% Q3 2026 Oct 08, 2026
Trilogy Capital Inc. History No change 133,625 21,585 0.84% 0.84% 74 0 0.0% Q2 2026 Jul 02, 2026
SIERRA OCEAN, LLC History No change 133,258 21,526 14.9% 14.9% 75 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 129,338 20,893 0.11% 0.11% 76 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 128,073 20,688 0.59% 0.59% 77 0 0.0% Q2 2026 Jul 07, 2026
Venture Visionary Partners LLC History Added to 136,183 20,642 0.54% 0.59% 78 +5,695 4.36% Q3 2026 Oct 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 125,946 20,345 0.64% 0.64% 79 0 0.0% Q2 2026 Jul 31, 2026
Kovack Advisors, Inc. History No change 125,282 19,706 0.95% 0.95% 80 0 0.0% Q2 2026 Jul 28, 2026
Financial Enhancement Group LLC History Added to 128,321 19,633 2.25% 2.39% 81 +4,104 3.3% Q3 2026 Oct 08, 2026
Quadrature Capital Ltd History No change 117,803 19,029 0.16% 0.16% 82 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 117,528 18,985 0.21% 0.21% 83 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 114,970 18,572 2.45% 2.45% 84 0 0.0% Q2 2026 Aug 11, 2026
Green Ridge Wealth Planning LLC History Added to 118,636 17,982 7.21% 7.48% 85 +8,610 7.83% Q3 2026 Oct 08, 2026
Pioneer Family Office, LLC History No change 110,355 17,822 9.18% 9.18% 86 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 108,842 17,582 0.02% 0.02% 87 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 107,973 17,441 0.08% 0.08% 88 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 106,491 17,202 0.49% 0.49% 89 0 0.0% Q2 2026 Aug 10, 2026
StoneCrest Wealth Management, Inc. History No change 101,696 16,427 5.25% 5.25% 90 0 0.0% Q2 2026 Jul 09, 2026
MILLENNIUM MANAGEMENT LLC History No change 100,000 16,154 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
Colonial River Investments, LLC History No change 99,908 16,139 4.59% 4.59% 92 0 0.0% Q2 2026 Jul 24, 2026
Fortis Group Advisors, LLC History No change 97,895 15,813 2.53% 2.53% 93 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 97,417 15,737 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 05, 2026
KWB Wealth History No change 96,390 15,570 1.33% 1.33% 95 0 0.0% Q2 2026 Jul 10, 2026
Concurrent Investment Advisors, LLC History No change 95,787 15,473 0.13% 0.13% 96 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 101,550 15,215 0.3% 0.3% 97 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 93,707 15,137 0.2% 0.2% 98 0 0.0% Q2 2026 Aug 12, 2026
Clear Creek Financial Management, LLC History No change 93,671 15,131 0.97% 0.97% 99 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 93,613 15,122 0.13% 0.13% 100 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 92,900 15,007 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 14, 2026
BlueStem Wealth Partners, LLC History No change 92,559 14,951 1.49% 1.49% 102 0 0.0% Q2 2026 Aug 11, 2026
Lifestyle Asset Management, Inc. History No change 91,872 14,841 3.99% 3.99% 103 0 0.0% Q2 2026 Jul 20, 2026
Compass Financial Services Inc History No change 91,396 14,764 5.52% 5.52% 104 0 0.0% Q2 2026 Jul 24, 2026
Rollins Financial Advisors, LLC History No change 88,256 14,256 1.88% 1.88% 105 0 0.0% Q2 2026 Aug 04, 2026
Alpha Zero LLC History No change 97,504 14,165 5.37% 5.37% 106 0 0.0% Q2 2026 Jul 17, 2026
Oxford Wealth Group, LLC History No change 87,176 14,082 6.3% 6.3% 107 0 0.0% Q2 2026 Aug 13, 2026
Financial Partners Group, Inc History No change 84,937 13,720 1.39% 1.39% 108 0 0.0% Q2 2026 Jul 23, 2026
CFS Investment Advisory Services, LLC History No change 89,281 13,466 0.9% 0.9% 109 0 0.0% Q2 2026 Jul 16, 2026
Wealth Advisors of Iowa, LLC History No change 82,862 13,385 3.63% 3.63% 110 0 0.0% Q2 2026 Jul 30, 2026
Physician Wealth Advisors, Inc. History No change 80,324 12,975 1.55% 1.55% 111 0 0.0% Q2 2026 Jul 20, 2026
Centerpoint Advisory Group History No change 80,099 12,939 8.2% 8.2% 112 0 0.0% Q2 2026 Jul 29, 2026
Horst & Graben Wealth Management LLC History No change 83,232 12,929 1.7% 1.7% 113 0 0.0% Q2 2026 Jul 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 79,108 12,779 0.2% 0.2% 114 0 0.0% Q2 2026 Jul 28, 2026
Eagle Capital Management, LLC History No change 75,572 12,208 4.17% 4.17% 115 0 0.0% Q2 2026 Jul 13, 2026
IHT Wealth Management, LLC History No change 74,923 12,103 0.26% 0.26% 116 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 73,567 11,884 6.56% 6.56% 117 0 0.0% Q2 2026 Jul 13, 2026
WealthCare Investment Partners, LLC History No change 72,886 11,773 2.86% 2.86% 118 0 0.0% Q2 2026 Aug 10, 2026
Integrity Investment Advisors, LLC History No change 72,743 11,750 5.11% 5.11% 119 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History Added to 77,066 11,681 0.08% 0.05% 120 +36,920 91.96% Q3 2026 Oct 08, 2026
Mariner, LLC History No change 71,816 11,601 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 84,810 11,565 0.77% 0.77% 122 0 0.0% Q2 2026 Aug 07, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 71,185 11,499 2.45% 2.45% 123 0 0.0% Q2 2026 Jul 27, 2026
Cadent Capital Advisors, LLC History Added to 74,809 11,339 2.43% 0.16% 124 +70,122 1496.1% Q3 2026 Oct 09, 2026
JPL Wealth Management, LLC History No change 69,655 11,252 2.23% 2.23% 125 0 0.0% Q2 2026 Aug 13, 2026
Able Wealth Management LLC History No change 69,434 11,216 2.57% 2.57% 126 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 69,060 11,155 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Next Level Private LLC History No change 67,911 10,970 2.15% 2.15% 128 0 0.0% Q2 2026 Jul 09, 2026
Redhawk Wealth Advisors, Inc. History No change 67,258 10,864 1.07% 1.07% 129 0 0.0% Q2 2026 Jul 09, 2026
Endowment Wealth Management, Inc. History No change 66,902 10,807 4.18% 4.18% 130 0 0.0% Q2 2026 Aug 05, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 62,282 10,804 0.05% 0.05% 131 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 66,357 10,719 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Advisors, LLC History No change 66,292 10,708 1.18% 1.18% 133 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 65,912 10,647 0.16% 0.16% 134 0 0.0% Q2 2026 Aug 06, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 65,767 10,624 2.85% 2.85% 135 0 0.0% Q2 2026 Jul 09, 2026
Security Financial Services, INC. History No change 65,651 10,605 1.47% 1.47% 136 0 0.0% Q2 2026 Jul 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 65,241 10,539 0.5% 0.5% 137 0 0.0% Q2 2026 Jul 23, 2026
Stonebrook Private Inc. History No change 64,487 10,417 1.9% 1.9% 138 0 0.0% Q2 2026 Aug 14, 2026
Trademark Financial Management, LLC History No change 64,353 10,395 4.26% 4.26% 139 0 0.0% Q2 2026 Jul 27, 2026
Convergence Financial, LLC History No change 64,256 10,379 0.83% 0.83% 140 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 63,434 10,247 0.3% 0.3% 141 0 0.0% Q2 2026 Aug 11, 2026
Astoria Portfolio Advisors LLC. History No change 62,986 10,174 1.72% 1.72% 142 0 0.0% Q2 2026 Jul 28, 2026
Pachira Investments Inc. History No change 62,980 10,173 3.84% 3.84% 143 0 0.0% Q2 2026 Jul 17, 2026
WJ Wealth Management, LLC History No change 62,905 10,161 4.01% 4.01% 144 0 0.0% Q2 2026 Aug 03, 2026
IFC & Insurance Marketing, Inc. History No change 62,342 10,070 8.87% 8.87% 145 0 0.0% Q2 2026 Jul 09, 2026
TABR Capital Management, LLC History No change 61,652 9,959 8.49% 8.49% 146 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 61,649 9,958 0.35% 0.35% 147 0 0.0% Q2 2026 Aug 13, 2026
Tempus Wealth Planning, LLC History No change 60,131 9,713 1.9% 1.9% 148 0 0.0% Q2 2026 Jul 22, 2026
WIN ADVISORS, INC History No change 59,881 9,673 3.45% 3.45% 149 0 0.0% Q2 2026 Aug 04, 2026
Concorde Asset Management, LLC History No change 59,745 9,651 5.58% 5.58% 150 0 0.0% Q2 2026 Aug 18, 2026
Detalus Advisors, LLC History No change 59,679 9,640 1.88% 1.88% 151 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 59,401 9,595 0.18% 0.18% 152 0 0.0% Q2 2026 Jul 09, 2026
BNB Wealth Management, LLC History No change 59,130 9,551 5.22% 5.22% 153 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 59,128 9,550 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History No change 58,369 9,428 0.24% 0.24% 155 0 0.0% Q2 2026 Aug 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 57,096 9,223 0.44% 0.44% 156 0 0.0% Q2 2026 Jul 28, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 56,556 9,136 5.02% 5.02% 157 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 56,182 9,075 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 54,969 8,879 0.14% 0.14% 159 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 54,246 8,762 0.18% 0.18% 160 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History Added to 57,145 8,662 2.08% 1.66% 161 +15,304 36.58% Q3 2026 Oct 08, 2026
Kingsview Wealth Management, LLC History No change 53,599 8,658 0.1% 0.1% 162 0 0.0% Q2 2026 Aug 18, 2026
Arkadios Wealth Advisors History No change 53,314 8,612 0.13% 0.13% 163 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 53,102 8,578 0.05% 0.05% 164 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 52,900 8,545 0.16% 0.16% 165 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 52,639 8,503 0.13% 0.13% 166 0 0.0% Q2 2026 Jul 15, 2026
Tidemark, LLC History No change 52,096 8,415 1.89% 1.89% 167 0 0.0% Q2 2026 Aug 10, 2026
Professional Financial Advisors, LLC History No change 51,034 8,243 1.43% 1.43% 168 0 0.0% Q2 2026 Jul 09, 2026
Per Stirling Capital Management, LLC. History No change 51,011 8,240 0.78% 0.78% 169 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 49,106 7,933 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Strategies, LLC History No change 48,495 7,833 1.21% 1.21% 171 0 0.0% Q2 2026 Jul 21, 2026
Darrow Company, Inc. History No change 48,493 7,833 3.04% 3.04% 172 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 48,273 7,798 0.19% 0.19% 173 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 47,489 7,671 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 03, 2026
Kestra Advisory Services, LLC History No change 47,432 7,662 0.02% 0.02% 175 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 46,975 7,588 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 46,459 7,505 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 18, 2026
Cardinal Strategic Wealth Guidance History No change 46,286 7,477 1.7% 1.7% 178 0 0.0% Q2 2026 Jul 30, 2026
Prostatis Group LLC History No change 46,139 7,453 1.74% 1.74% 179 0 0.0% Q2 2026 Aug 14, 2026
SMART Wealth LLC History No change 45,954 7,423 1.6% 1.6% 180 0 0.0% Q2 2026 Aug 05, 2026
WMG Financial Advisors, LLC History No change 45,920 7,417 2.79% 2.79% 181 0 0.0% Q2 2026 Jul 23, 2026
Wedmont Private Capital History Added to 48,777 7,357 0.18% 0.19% 182 +3,429 7.56% Q3 2026 Oct 09, 2026
Vertex Planning Partners, LLC History No change 45,415 7,336 1.09% 1.09% 183 0 0.0% Q2 2026 Aug 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 45,019 7,272 1.19% 1.19% 184 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 44,825 7,241 0.44% 0.44% 185 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 44,492 7,187 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 44,089 7,122 0.23% 0.23% 187 0 0.0% Q2 2026 Jul 31, 2026
Schorn Wealth LLC History No change 43,896 7,091 1.85% 1.85% 188 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Counsel, LLC History No change 43,763 7,069 0.87% 0.87% 189 0 0.0% Q2 2026 Jul 15, 2026
First Heartland Consultants, Inc. History Added to 46,578 7,060 0.47% 0.38% 190 +10,633 29.58% Q3 2026 Oct 08, 2026
Cornerstone Wealth Management, LLC History No change 43,530 7,031 0.3% 0.3% 191 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 43,371 7,006 0.15% 0.15% 192 0 0.0% Q2 2026 Jul 29, 2026
Mutual Advisors, LLC History No change 43,195 6,977 0.13% 0.13% 193 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 43,182 6,975 0.12% 0.12% 194 0 0.0% Q2 2026 Jul 21, 2026
VICUS CAPITAL History No change 42,872 6,925 0.45% 0.45% 195 0 0.0% Q2 2026 Aug 05, 2026
TD Waterhouse Canada Inc. History No change 42,322 6,572 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History Added to 43,236 6,553 0.19% 0.2% 197 +1,914 4.63% Q3 2026 Oct 08, 2026
Cannon Wealth Management Services, LLC History No change 40,544 6,549 3.58% 3.58% 198 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 40,484 6,539 0.22% 0.22% 199 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 40,064 6,471 0.24% 0.24% 200 0 0.0% Q2 2026 Jul 21, 2026
TSA Wealth Managment LLC History No change 39,964 6,455 1.83% 1.83% 201 0 0.0% Q2 2026 Aug 03, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 39,726 6,417 1.08% 1.08% 202 0 0.0% Q2 2026 Aug 10, 2026
SMITH, MOORE & CO. History No change 39,695 6,412 0.42% 0.42% 203 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 55,609 6,331 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 13, 2026
MRA Advisory Group History New 40,320 6,111 2.29% — 205 +40,320 New Q3 2026 Oct 07, 2026
Synergy Investment Management, LLC History No change 37,534 6,063 1.47% 1.47% 206 0 0.0% Q2 2026 Aug 14, 2026
Gilbert Capital Group, Inc. History No change 37,303 6,025 4.22% 4.22% 207 0 0.0% Q2 2026 Jul 13, 2026
SteelPeak Wealth, LLC History No change 37,134 5,998 0.16% 0.16% 208 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 47,530 5,870 0.3% 0.3% 209 0 0.0% Q2 2026 Jul 16, 2026
Cypress Wealth Services, LLC History No change 36,043 5,822 0.71% 0.71% 210 0 0.0% Q2 2026 Jul 10, 2026
HighPoint Advisor Group LLC History No change 36,022 5,818 0.21% 0.21% 211 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 35,682 5,764 0.01% 0.01% 212 0 0.0% Q2 2026 Jul 30, 2026
Cresset Asset Management, LLC History No change 35,648 5,758 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 35,132 5,675 0.29% 0.29% 214 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 34,985 5,651 0.23% 0.23% 215 0 0.0% Q2 2026 Jul 27, 2026
Greenline Wealth Management LLC History No change 34,895 5,636 4.63% 4.63% 216 0 0.0% Q2 2026 Jul 23, 2026
Mascagni Wealth Management, Inc. History No change 34,854 5,630 3.5% 3.5% 217 0 0.0% Q2 2026 Jul 31, 2026
Berbice Capital Management LLC History No change 34,433 5,562 2.88% 2.88% 218 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 33,146 5,354 3.15% 3.15% 219 0 0.0% Q2 2026 Jul 21, 2026
Vestmark Advisory Solutions, Inc. History No change 32,714 5,284 0.05% 0.05% 220 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 32,588 5,264 0.45% 0.45% 221 0 0.0% Q2 2026 Jul 09, 2026
Allworth Financial LP History No change 32,292 5,216 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 32,218 5,204 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 14, 2026
WATERSHED PRIVATE WEALTH LLC History No change 31,857 5,146 1.45% 1.45% 224 0 0.0% Q2 2026 Jul 17, 2026
Hobbs Wealth Management, LLC History No change 31,860 5,146 4.35% 4.35% 225 0 0.0% Q2 2026 Aug 06, 2026
Synergy Asset Management, LLC History No change 31,245 5,047 0.48% 0.48% 226 0 0.0% Q2 2026 Jul 22, 2026
Elevation Capital Advisory, LLC History No change 31,212 5,042 1.95% 1.95% 227 0 0.0% Q2 2026 Jul 27, 2026
Cobblestone Asset Management LLC History No change 31,197 5,039 2.1% 2.1% 228 0 0.0% Q2 2026 Jul 21, 2026
HFG Wealth Management, LLC History No change 31,052 5,016 5.04% 5.04% 229 0 0.0% Q2 2026 Aug 12, 2026
MY Wealth Management Inc. History No change 30,920 4,994 3.52% 3.52% 230 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 30,425 4,914 0.23% 0.23% 231 0 0.0% Q2 2026 Aug 11, 2026
Schwallier Wealth Management LLC History No change 30,405 4,911 3.1% 3.1% 232 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 30,062 4,856 0.06% 0.06% 233 0 0.0% Q2 2026 Jul 22, 2026
Focus Financial Network, Inc. History No change 29,699 4,797 0.15% 0.15% 234 0 0.0% Q2 2026 Jul 09, 2026
Maia Wealth LLC History No change 29,665 4,792 0.71% 0.71% 235 0 0.0% Q2 2026 Jul 28, 2026
Laurel Wealth Planning LLC History No change 29,495 4,764 2.11% 2.11% 236 0 0.0% Q2 2026 Jul 30, 2026
PEAK FINANCIAL ADVISORS LLC History No change 29,403 4,749 1.97% 1.97% 237 0 0.0% Q2 2026 Jul 17, 2026
Atlatl Advisers LLC History No change 29,245 4,724 1.12% 1.12% 238 0 0.0% Q2 2026 Jul 22, 2026
ArborFi Advisors, LLC History No change 29,240 4,723 3.42% 3.42% 239 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 28,953 4,675 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 10, 2026
Vista Cima Wealth Management LLC History No change 28,863 4,662 3.47% 3.47% 241 0 0.0% Q2 2026 Aug 07, 2026
Delta Wealth Advisors LLC History Reduced 30,755 4,661 3.2% 3.6% 242 -470 -1.51% Q3 2026 Oct 09, 2026
Daviman Financial, LLC History No change 28,835 4,657 2.57% 2.57% 243 0 0.0% Q2 2026 Jul 24, 2026
JBR Co Financial Management Inc History No change 28,395 4,586 1.67% 1.67% 244 0 0.0% Q2 2026 Jul 09, 2026
Advyzon Investment Management, LLC History No change 28,263 4,565 0.33% 0.33% 245 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 28,212 4,557 0.47% 0.47% 246 0 0.0% Q2 2026 Aug 12, 2026
Belvedere Trading LLC History No change 28,147 4,546 0.01% 0.01% 247 0 0.0% Q2 2026 Jul 31, 2026
Entelevest, LLC History No change 27,238 4,399 3.76% 3.76% 248 0 0.0% Q2 2026 Jul 22, 2026
NATIXIS ADVISORS, LLC History No change 26,893 4,344 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
THREADGILL FINANCIAL, LLC History No change 26,828 4,333 1.79% 1.79% 250 0 0.0% Q2 2026 Jul 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 26,722 4,319 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 26,693 4,312 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 12, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 26,693 4,311 1.01% 1.01% 253 0 0.0% Q2 2026 Jul 16, 2026
M1 Capital Management LLC History No change 26,613 4,299 1.59% 1.59% 254 0 0.0% Q2 2026 Aug 11, 2026
Estate Planners Group, LLC History No change 26,578 4,293 1.94% 1.94% 255 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 26,403 4,264 0.51% 0.51% 256 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 26,252 4,240 0.13% 0.13% 257 0 0.0% Q2 2026 Jul 15, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 26,205 4,204 0.03% 0.03% 258 0 0.0% Q2 2026 Aug 10, 2026
A4 Wealth Advisors LLC History No change 25,985 4,197 2.78% 2.78% 259 0 0.0% Q2 2026 Jul 28, 2026
PACIFIC FINANCIAL GROUP INC History No change 25,872 4,179 2.0% 2.0% 260 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 25,731 4,156 1.9% 1.9% 261 0 0.0% Q2 2026 Aug 13, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 25,706 4,152 1.77% 1.77% 262 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 25,602 4,135 0.33% 0.33% 263 0 0.0% Q2 2026 Aug 04, 2026
Fortune Financial Group, Inc. History No change 25,231 4,075 3.19% 3.19% 264 0 0.0% Q2 2026 Jul 24, 2026
Gen-Wealth Partners Inc History No change 25,176 4,066 1.13% 1.13% 265 0 0.0% Q2 2026 Aug 10, 2026
RASP WEALTH SOLUTIONS, LLC History No change 24,763 4,000 1.33% 1.33% 266 0 0.0% Q2 2026 Aug 11, 2026
Paladin Advisory Group, LLC History No change 24,706 3,991 2.65% 2.65% 267 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ALLIANCE, LLC History No change 24,541 3,964 0.33% 0.33% 268 0 0.0% Q2 2026 Aug 11, 2026
Beacon Capital Management, Inc. History No change 24,030 3,881 0.23% 0.23% 269 0 0.0% Q2 2026 Aug 13, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 23,983 3,874 1.34% 1.34% 270 0 0.0% Q2 2026 Jul 23, 2026
GeoWealth Management, LLC History No change 23,845 3,851 0.12% 0.12% 271 0 0.0% Q2 2026 Jul 30, 2026
Spectrum Planning & Advisory Services Inc. History No change 23,763 3,838 1.72% 1.72% 272 0 0.0% Q2 2026 Jul 14, 2026
Weaver Consulting Group History Added to 25,115 3,806 0.74% 0.8% 273 +983 4.07% Q3 2026 Oct 07, 2026
Prota Financial, LLC History Added to 24,646 3,764 2.4% 2.12% 274 +3,947 19.07% Q3 2026 Oct 08, 2026
FFG RETIREMENT ADVISORS LLC History No change 23,126 3,735 1.98% 1.98% 275 0 0.0% Q2 2026 Jul 09, 2026
Fortis Capital Advisors, LLC History No change 23,022 3,718 0.42% 0.42% 276 0 0.0% Q2 2026 Jul 31, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 22,767 3,677 2.04% 2.04% 277 0 0.0% Q2 2026 Jul 16, 2026
Southland Equity Partners LLC History No change 22,642 3,657 0.64% 0.64% 278 0 0.0% Q2 2026 Jul 13, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 22,327 3,606 1.09% 1.09% 279 0 0.0% Q2 2026 Jul 16, 2026
Noble Wealth Partners LLC History No change 22,147 3,577 3.11% 3.11% 280 0 0.0% Q2 2026 Jul 24, 2026
GPM Growth Investors, Inc. History No change 22,121 3,573 1.49% 1.49% 281 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 22,016 3,556 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 21,995 3,553 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 13, 2026
Sharkey, Howes & Javer History No change 21,946 3,545 0.43% 0.43% 284 0 0.0% Q2 2026 Jul 09, 2026
Tradition Wealth Management, LLC History No change 21,924 3,541 0.22% 0.22% 285 0 0.0% Q2 2026 Aug 11, 2026
Future Financial Wealth Managment LLC History No change 23,410 3,507 2.19% 2.19% 286 0 0.0% Q2 2026 Jul 24, 2026
McNaughton Wealth Management, LLC History Reduced 22,987 3,484 1.22% 1.82% 287 -8,686 -27.42% Q3 2026 Oct 08, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 21,528 3,477 0.26% 0.26% 288 0 0.0% Q2 2026 Aug 12, 2026
Centennial Advisors, LLC History No change 21,316 3,443 4.11% 4.11% 289 0 0.0% Q2 2026 Jul 27, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 21,267 3,435 2.91% 2.91% 290 0 0.0% Q2 2026 Aug 03, 2026
Trinity Wealth Management, LLC History No change 21,168 3,419 1.08% 1.08% 291 0 0.0% Q2 2026 Jul 07, 2026
OPPENHEIMER & CO INC History No change 20,815 3,362 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 03, 2026
Northstar Advisory Group, LLC History No change 20,796 3,359 1.04% 1.04% 293 0 0.0% Q2 2026 Jul 14, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 20,696 3,343 0.53% 0.53% 294 0 0.0% Q2 2026 Jul 15, 2026
MGO ONE SEVEN LLC History No change 20,628 3,332 0.06% 0.06% 295 0 0.0% Q2 2026 Jul 31, 2026
Csenge Advisory Group History No change 20,616 3,330 0.14% 0.14% 296 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 20,573 3,323 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 14, 2026
Investment Insight Wealth Management, LLC History No change 20,549 3,319 2.88% 2.88% 298 0 0.0% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History No change 20,442 3,302 0.04% 0.04% 299 0 0.0% Q2 2026 Aug 12, 2026
Stone Wealth Partners History No change 20,206 3,264 2.39% 2.39% 300 0 0.0% Q2 2026 Jul 16, 2026
Atria Investments, Inc History No change 20,000 3,230 0.03% 0.03% 301 0 0.0% Q2 2026 Jul 28, 2026
Lunt Capital Management, Inc. History No change 19,959 3,224 1.18% 1.18% 302 0 0.0% Q2 2026 Jul 30, 2026
Park Edge Advisors, LLC History No change 19,724 3,186 0.67% 0.67% 303 0 0.0% Q2 2026 Jul 10, 2026
Arax Advisory Partners History No change 19,415 3,136 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 18,593 3,003 0.25% 0.25% 305 0 0.0% Q2 2026 Aug 06, 2026
Advisory Alpha, LLC History No change 18,208 2,941 0.07% 0.07% 306 0 0.0% Q2 2026 Aug 11, 2026
Owen LaRue, LLC History No change 17,605 2,843 0.99% 0.99% 307 0 0.0% Q2 2026 Jul 22, 2026
Orca Investment Management, LLC History No change 17,550 2,835 2.06% 2.06% 308 0 0.0% Q2 2026 Aug 06, 2026
Roof Eidam Maycock Peralta, LLC History No change 17,529 2,831 0.56% 0.56% 309 0 0.0% Q2 2026 Jul 24, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 17,529 2,831 0.22% 0.22% 310 0 0.0% Q2 2026 Jul 16, 2026
Signet Private Wealth LLC History No change 17,471 2,822 2.25% 2.25% 311 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investment Services, LLC History No change 16,673 2,693 0.75% 0.75% 312 0 0.0% Q2 2026 Aug 06, 2026
Hopwood Nicholas Hunter History No change 16,670 2,692 0.74% 0.74% 313 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 16,605 2,682 0.28% 0.28% 314 0 0.0% Q2 2026 Jul 16, 2026
Arrowroot Family Office, LLC History No change 16,534 2,670 0.76% 0.76% 315 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 16,522 2,668 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 16,334 2,638 0.01% 0.01% 317 0 0.0% Q2 2026 Sep 23, 2026
Kachkovsky & Fisher, Inc. History No change 16,267 2,627 2.53% 2.53% 318 0 0.0% Q2 2026 Sep 08, 2026
Blom & Howell Financial Planning, Inc. History No change 16,217 2,619 2.18% 2.18% 319 0 0.0% Q2 2026 Aug 04, 2026
KICKSTAND VENTURES, LLC. History No change 16,156 2,609 0.47% 0.47% 320 0 0.0% Q2 2026 Jul 30, 2026
PETRA FINANCIAL ADVISORS INC History No change 16,138 2,606 1.21% 1.21% 321 0 0.0% Q2 2026 Jul 24, 2026
ATX Financial Planning, LLC History No change 16,092 2,599 1.72% 1.72% 322 0 0.0% Q2 2026 Aug 20, 2026
Brown Miller Wealth Management, LLC History No change 15,946 2,575 0.65% 0.65% 323 0 0.0% Q2 2026 Jul 16, 2026
Denver PWM, LLC History No change 16,733 2,565 0.84% 0.84% 324 0 0.0% Q2 2026 Aug 17, 2026
Cedar Wealth Management, LLC History No change 15,817 2,555 0.66% 0.66% 325 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 15,808 2,553 0.1% 0.1% 326 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 15,707 2,537 0.07% 0.07% 327 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 15,687 2,534 0.14% 0.14% 328 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 15,387 2,485 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
HERBST GROUP, LLC History No change 15,365 2,482 1.35% 1.35% 330 0 0.0% Q2 2026 Jul 09, 2026
Chatterton & Associates Inc. History No change 16,201 2,480 1.46% 1.46% 331 0 0.0% Q2 2026 Jul 14, 2026
UPTICK PARTNERS, LLC History No change 15,036 2,428 0.38% 0.38% 332 0 0.0% Q2 2026 Aug 10, 2026
LexAurum Advisors, LLC History No change 14,952 2,415 0.28% 0.28% 333 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 14,504 2,388 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
Strait & Sound Wealth Management LLC History No change 14,648 2,366 0.83% 0.83% 335 0 0.0% Q2 2026 Aug 17, 2026
Perennial Investment Advisors, LLC History No change 14,544 2,349 0.16% 0.16% 336 0 0.0% Q2 2026 Aug 14, 2026
Redwood Financial Network Corp History No change 14,284 2,307 1.28% 1.28% 337 0 0.0% Q2 2026 Aug 07, 2026
BETO FINANCIAL GROUP, LLC History No change 15,926 2,301 1.21% 1.21% 338 0 0.0% Q2 2026 Aug 07, 2026
WealthPoint Financial, LLC History No change 14,093 2,276 1.66% 1.66% 339 0 0.0% Q2 2026 Aug 06, 2026
Fulcrum Equity Management History No change 14,031 2,266 1.66% 1.66% 340 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 13,863 2,242 0.03% 0.03% 341 0 0.0% Q2 2026 Jul 15, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 13,635 2,202 0.82% 0.82% 342 0 0.0% Q2 2026 Aug 03, 2026
THEORY FINANCIAL LLC History No change 13,395 2,163 0.68% 0.68% 343 0 0.0% Q2 2026 Jul 31, 2026
AssuredPartners Investment Advisors, LLC History No change 13,189 2,130 0.21% 0.21% 344 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 13,132 2,121 0.08% 0.08% 345 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 13,071 2,111 0.11% 0.11% 346 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 13,007 2,101 0.02% 0.02% 347 0 0.0% Q2 2026 Jul 28, 2026
Lloyd Advisory Services, LLC. History No change 12,996 2,099 0.81% 0.81% 348 0 0.0% Q2 2026 Aug 07, 2026
Brookwood Investment Group LLC History No change 12,992 2,098 0.24% 0.24% 349 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 12,915 2,086 0.07% 0.07% 350 0 0.0% Q2 2026 Aug 06, 2026
Narwhal Capital Management History No change 12,836 2,073 0.14% 0.14% 351 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 13,330 2,062 0.07% 0.07% 352 0 0.0% Q2 2026 Aug 11, 2026
Roger Wittlin Investment Advisory, LLC History No change 12,687 2,049 1.61% 1.61% 353 0 0.0% Q2 2026 Jul 17, 2026
Barden Capital Management, Inc. History New 13,381 2,028 1.84% — 354 +13,381 New Q3 2026 Oct 08, 2026
Sovereign Financial Group, Inc. History No change 12,528 2,023 0.31% 0.31% 355 0 0.0% Q2 2026 Jul 24, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 12,131 1,959 0.07% 0.07% 356 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 12,038 1,944 0.02% 0.02% 357 0 0.0% Q2 2026 Jul 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 11,895 1,921 0.03% 0.03% 358 0 0.0% Q2 2026 Aug 03, 2026
WEALTHGARDEN F.S. LLC History No change 11,810 1,907 1.08% 1.08% 359 0 0.0% Q2 2026 Jul 31, 2026
Stelac Advisory Services LLC History No change 11,728 1,894 0.35% 0.35% 360 0 0.0% Q2 2026 Aug 10, 2026
XY Planning Network, Inc. History No change 11,669 1,885 0.24% 0.24% 361 0 0.0% Q2 2026 Jul 14, 2026
Snowden Capital Advisors LLC History No change 11,589 1,872 0.04% 0.04% 362 0 0.0% Q2 2026 Aug 13, 2026
Lifetime Wealth Management P.C. History No change 11,542 1,864 1.09% 1.09% 363 0 0.0% Q2 2026 Aug 14, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 11,443 1,848 1.28% 1.28% 364 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 11,199 1,809 0.08% 0.08% 365 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 11,163 1,803 0.06% 0.06% 366 0 0.0% Q2 2026 Jul 24, 2026
COZAD ASSET MANAGEMENT INC History No change 11,144 1,800 0.12% 0.12% 367 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 11,030 1,781 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 12, 2026
BlackDiamond Wealth Management, LLC History No change 11,820 1,757 0.71% 0.71% 369 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 10,851 1,752 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 04, 2026
USAdvisors Wealth Management, LLC History No change 10,788 1,742 0.5% 0.5% 371 0 0.0% Q2 2026 Jul 29, 2026
Gotham Asset Management, LLC History No change 10,768 1,739 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
Wood Tarver Financial Group, LLC History No change 10,754 1,737 0.41% 0.41% 373 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 10,714 1,730 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 06, 2026
WealthTrak Capital Management LLC History No change 10,687 1,726 1.14% 1.14% 375 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 10,570 1,707 0.07% 0.07% 376 0 0.0% Q2 2026 Aug 17, 2026
Rockefeller Capital Management L.P. History No change 10,535 1,701 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 13, 2026
WealthPLAN Partners, LLC History No change 10,504 1,696 0.32% 0.32% 378 0 0.0% Q2 2026 Jul 28, 2026
WT Wealth Management History No change 10,324 1,667 0.46% 0.46% 379 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 10,226 1,651 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 11,351 1,643 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 11,351 1,643 0.03% 0.03% 382 0 0.0% Q2 2026 Jul 29, 2026
AMG Asset Management Group, Inc. History No change 10,142 1,638 1.03% 1.03% 383 0 0.0% Q2 2026 Jul 29, 2026
Reliant Investment Partners, LLC History No change 10,134 1,637 1.11% 1.11% 384 0 0.0% Q2 2026 Aug 11, 2026
Vigilare Wealth Management History No change 10,110 1,633 0.5% 0.5% 385 0 0.0% Q2 2026 Jul 06, 2026
Peachtree Investment Partners, LLC History No change 10,027 1,619 0.52% 0.52% 386 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 9,863 1,593 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 11, 2026
Capital Analysts, LLC History No change 9,756 1,577 0.04% 0.04% 388 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 9,560 1,544 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 24, 2026
CAP Partners, LLC History No change 9,476 1,530 0.75% 0.75% 390 0 0.0% Q2 2026 Jul 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 9,449 1,526 0.26% 0.26% 391 0 0.0% Q2 2026 Aug 14, 2026
Optivise Advisory Services LLC History No change 9,431 1,523 0.77% 0.77% 392 0 0.0% Q2 2026 Jul 13, 2026
KINTRA WEALTH, LLC History No change 9,942 1,518 0.08% 0.08% 393 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 9,393 1,517 0.16% 0.16% 394 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History No change 9,385 1,516 0.14% 0.14% 395 0 0.0% Q2 2026 Jul 22, 2026
Schuylkill Financial LLC History No change 9,364 1,512 1.4% 1.4% 396 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 9,352 1,510 0.03% 0.03% 397 0 0.0% Q2 2026 Jul 20, 2026
Fiduciary Alliance LLC History No change 9,304 1,503 0.1% 0.1% 398 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Wealth History No change 9,284 1,499 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 12, 2026
Balboa Wealth Partners History No change 9,070 1,465 0.2% 0.2% 400 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 8,948 1,445 0.22% 0.22% 401 0 0.0% Q2 2026 Aug 06, 2026
WBH ADVISORY INC History No change 8,714 1,407 0.09% 0.09% 402 0 0.0% Q2 2026 Aug 05, 2026
QP WEALTH MANAGEMENT, LLC History No change 8,688 1,403 2.0% 2.0% 403 0 0.0% Q2 2026 Jul 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 8,983 1,395 0.08% 0.08% 404 0 0.0% Q2 2026 Jul 22, 2026
Resurgent Financial Advisors LLC History No change 8,467 1,367 0.38% 0.38% 405 0 0.0% Q2 2026 Aug 14, 2026
TAGStone Capital, Inc. History No change 8,340 1,347 0.43% 0.43% 406 0 0.0% Q2 2026 Aug 11, 2026
Cyr Financial Inc. History No change 8,334 1,346 0.7% 0.7% 407 0 0.0% Q2 2026 Jul 20, 2026
ARWA LLC History No change 9,260 1,345 0.56% 0.56% 408 0 0.0% Q2 2026 Jul 24, 2026
OMNI 360 Wealth, Inc. History No change 8,186 1,322 0.61% 0.61% 409 0 0.0% Q2 2026 Jul 13, 2026
Integrated Advisors Network LLC History No change 8,090 1,306 0.06% 0.06% 410 0 0.0% Q2 2026 Aug 11, 2026
FOCUSED ALPHA, LLC History No change 8,077 1,304 0.33% 0.33% 411 0 0.0% Q2 2026 Aug 07, 2026
Mid-American Wealth Advisory Group, Inc. History No change 8,038 1,298 0.47% 0.47% 412 0 0.0% Q2 2026 Jul 16, 2026
SUTTON PLACE INVESTORS LLC History No change 7,996 1,291 0.63% 0.63% 413 0 0.0% Q2 2026 Aug 06, 2026
GatePass Capital, LLC History No change 7,914 1,278 0.49% 0.49% 414 0 0.0% Q2 2026 Jul 30, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 7,858 1,269 0.41% 0.41% 415 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 7,751 1,252 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 13, 2026
Merkkuri Wealth Advisors LLC History No change 7,652 1,236 0.77% 0.77% 417 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 7,568 1,222 0.13% 0.13% 418 0 0.0% Q2 2026 Jul 29, 2026
TCP Asset Management, LLC History No change 7,554 1,220 0.14% 0.14% 419 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 7,510 1,213 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 10, 2026
Smart Money Group LLC History No change 7,470 1,206 0.31% 0.31% 421 0 0.0% Q2 2026 Jul 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 7,430 1,200 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 14, 2026
J. M. Brown & Associates Inc. History No change 7,367 1,190 0.68% 0.68% 423 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 7,325 1,183 0.26% 0.26% 424 0 0.0% Q2 2026 Jul 27, 2026
Delta Investment Management, LLC History No change 7,297 1,178 0.19% 0.19% 425 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Advisory LLC History No change 7,276 1,175 0.23% 0.23% 426 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 7,261 1,172 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 06, 2026
RHS Financial, LLC History No change 7,228 1,167 0.47% 0.47% 428 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 7,151 1,155 0.04% 0.04% 429 0 0.0% Q2 2026 Jul 17, 2026
Hilltop Partners LLC History No change 7,110 1,148 0.28% 0.28% 430 0 0.0% Q2 2026 Aug 05, 2026
Meridian Financial Advisors, LLC History No change 7,049 1,138 0.55% 0.55% 431 0 0.0% Q2 2026 Jul 22, 2026
Hershey Financial Advisers, LLC History No change 7,031 1,135 0.82% 0.82% 432 0 0.0% Q2 2026 Aug 11, 2026
ADIRONDACK TRUST CO History No change 7,024 1,134 0.34% 0.34% 433 0 0.0% Q2 2026 Jul 16, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,845 1,105 0.06% 0.06% 434 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 6,765 1,092 0.91% 0.91% 435 0 0.0% Q2 2026 Jul 22, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 6,659 1,075 0.26% 0.26% 436 0 0.0% Q2 2026 Jul 09, 2026
BANK OF MONTREAL /CAN/ History No change 6,647 1,073 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 6,612 1,068 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 07, 2026
ROMAN BUTLER FULLERTON & CO History No change 7,078 1,059 0.25% 0.25% 439 0 0.0% Q2 2026 Aug 06, 2026
Bay Capital Advisors, LLC History No change 6,559 1,059 0.57% 0.57% 440 0 0.0% Q2 2026 Jul 21, 2026
Kapstone Financial Advisors LLC History No change 6,481 1,046 0.44% 0.44% 441 0 0.0% Q2 2026 Aug 07, 2026
Inspire Advisors, LLC History No change 6,483 1,042 0.07% 0.07% 442 0 0.0% Q2 2026 Aug 13, 2026
BURKE & HERBERT BANK & TRUST CO History No change 6,292 1,016 0.25% 0.25% 443 0 0.0% Q2 2026 Aug 07, 2026
MONECO ADVISORS, LLC History No change 6,290 1,016 0.06% 0.06% 444 0 0.0% Q2 2026 Aug 11, 2026
Verde Capital Management History No change 6,261 1,011 0.19% 0.19% 445 0 0.0% Q2 2026 Aug 11, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 6,255 1,010 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 22, 2026
Signal Advisors Wealth, LLC History No change 6,220 1,004 0.05% 0.05% 447 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History Added to 6,620 1,003 0.02% 0.02% 448 +362 5.78% Q3 2026 Oct 08, 2026
RAM Investment Partners, LLC History No change 6,147 993 0.16% 0.16% 449 0 0.0% Q2 2026 Jul 29, 2026
Santori & Peters, Inc. History No change 6,117 988 0.28% 0.28% 450 0 0.0% Q2 2026 Jul 24, 2026
Lionsbridge Wealth Management LLC History No change 6,116 987 0.97% 0.97% 451 0 0.0% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History No change 5,907 954 0.02% 0.02% 452 0 0.0% Q2 2026 Jul 28, 2026
Asempa Wealth Advisors History Reduced 6,216 949 0.72% 0.81% 453 -487 -7.27% Q3 2026 Oct 07, 2026
FIFTH THIRD BANCORP History No change 5,822 940 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 05, 2026
RWA WEALTH PARTNERS, LLC History No change 5,779 933 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History Reduced 6,133 929 0.15% 0.24% 456 -2,898 -32.09% Q3 2026 Oct 09, 2026
FIFTH THIRD SECURITIES, INC. History No change 5,735 926 0.05% 0.05% 457 0 0.0% Q2 2026 Jul 15, 2026
Core Wealth Partners LLC History No change 5,595 903 0.38% 0.38% 458 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 5,558 897 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,541 895 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 07, 2026
RDA Financial Network History No change 5,518 891 0.19% 0.19% 461 0 0.0% Q2 2026 Jul 06, 2026
Berger Financial Group, Inc History No change 5,509 889 0.05% 0.05% 462 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 5,457 881 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 5,427 876 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
Sankala Group LLC History No change 5,828 876 0.58% 0.58% 465 0 0.0% Q2 2026 Aug 18, 2026
Financial Architects, LLC History No change 5,395 871 0.42% 0.42% 466 0 0.0% Q2 2026 Jul 21, 2026
Barnes Wealth Management Group, Inc History No change 5,379 868 0.4% 0.4% 467 0 0.0% Q2 2026 Jul 24, 2026
Guardian Capital, LLC History No change 5,365 866 0.71% 0.71% 468 0 0.0% Q2 2026 Aug 07, 2026
Cosner Financial Group, LLC History No change 5,358 865 0.44% 0.44% 469 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 5,444 863 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 5,277 852 0.03% 0.03% 471 0 0.0% Q2 2026 Jul 23, 2026
Valued Retirements, Inc. History No change 5,221 843 0.76% 0.76% 472 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,202 840 0.09% 0.09% 473 0 0.0% Q2 2026 Aug 13, 2026
Innovative Wealth Building LLC History No change 5,193 838 0.49% 0.49% 474 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,175 835 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 5,153 832 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 5,139 830 0.04% 0.04% 477 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,060 817 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 4,988 805 0.03% 0.03% 479 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 4,925 795 0.15% 0.15% 480 0 0.0% Q2 2026 Aug 05, 2026
Lantern Wealth Advisors, LLC History No change 4,766 769 0.35% 0.35% 481 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Financial Planning, Inc./PA History No change 4,669 754 0.4% 0.4% 482 0 0.0% Q2 2026 Aug 10, 2026
Harvest Investment Services, LLC History No change 4,622 746 0.12% 0.12% 483 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,600 743 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 14, 2026
Carolina Wealth Management Inc History No change 4,600 743 0.34% 0.34% 485 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History No change 4,543 733 0.29% 0.29% 486 0 0.0% Q2 2026 Jul 27, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 4,534 732 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 4,534 732 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 09, 2026
Alchemi Wealth, LLC History No change 4,518 729 0.34% 0.34% 489 0 0.0% Q2 2026 Jul 29, 2026
Well Done, LLC History No change 4,508 728 0.1% 0.1% 490 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Investment Group, LLC History No change 4,503 727 0.09% 0.09% 491 0 0.0% Q2 2026 Aug 04, 2026
Estate Counselors, LLC History No change 4,495 726 0.06% 0.06% 492 0 0.0% Q2 2026 Aug 07, 2026
Impact Partnership Wealth, LLC History No change 4,497 726 0.07% 0.07% 493 0 0.0% Q2 2026 Jul 29, 2026
Optimus Capital Advisors, LLC History No change 4,499 726 0.39% 0.39% 494 0 0.0% Q2 2026 Jul 16, 2026
XTX Topco Ltd History No change 4,479 723 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Gaunt Capital Management, LLC History No change 4,471 722 0.4% 0.4% 496 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 4,462 720 0.06% 0.06% 497 0 0.0% Q2 2026 Aug 12, 2026
Ignite Planners, LLC History No change 4,437 716 0.1% 0.1% 498 0 0.0% Q2 2026 Jul 23, 2026
Alta Wealth Advisors LLC History No change 4,281 691 0.19% 0.19% 499 0 0.0% Q2 2026 Jul 30, 2026
Cadia Private Client LLC History No change 4,251 686 0.49% 0.49% 500 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Group, LLC History No change 4,199 678 0.02% 0.02% 501 0 0.0% Q2 2026 Aug 05, 2026
Howard Capital Management, LLC History No change 4,091 660 0.01% 0.01% 502 0 0.0% Q2 2026 Jul 28, 2026
Disciplined Investors, L.L.C. History No change 4,078 658 0.33% 0.33% 503 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,068 657 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 13, 2026
MN Wealth Advisors, LLC History No change 4,067 657 0.28% 0.28% 505 0 0.0% Q2 2026 Jul 23, 2026
Arsenal Capital Advisors LLC History No change 4,036 651 0.38% 0.38% 506 0 0.0% Q2 2026 Aug 11, 2026
OPTIMA CAPITAL LLC History No change 3,988 644 0.25% 0.25% 507 0 0.0% Q2 2026 Jul 24, 2026
PINNACLE ASSOCIATES LTD History No change 3,935 635 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,935 635 0.04% 0.04% 509 0 0.0% Q2 2026 Aug 05, 2026
Fortitude Advisory Group L.L.C. History No change 3,929 634 0.24% 0.24% 510 0 0.0% Q2 2026 Jul 22, 2026
Sovran Advisors, LLC History No change 4,480 631 0.05% 0.05% 511 0 0.0% Q2 2026 Jul 29, 2026
Centurion Wealth Management LLC History No change 3,890 628 0.15% 0.15% 512 0 0.0% Q2 2026 Jul 09, 2026
MSH Capital Advisors LLC History No change 3,884 627 0.11% 0.11% 513 0 0.0% Q2 2026 Aug 10, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 4,129 625 0.04% 0.03% 514 +1,410 51.86% Q3 2026 Oct 08, 2026
Cassilly Financial Group LLC History Reduced 4,115 623 0.42% 0.63% 515 -1,270 -23.58% Q3 2026 Oct 07, 2026
MAI Capital Management History No change 3,835 619 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 3,807 614 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 31, 2026
Nuveen, LLC History No change 3,793 612 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 11, 2026
MKT Advisors LLC History No change 4,043 604 0.19% 0.19% 519 0 0.0% Q2 2026 Jul 09, 2026
Independent Advisor Alliance History No change 3,712 599 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 12, 2026
Paragon Capital Management Ltd History No change 3,933 596 0.11% 0.12% 521 0 0.0% Q3 2026 Oct 09, 2026
Thompson David Blair History No change 3,660 591 0.3% 0.3% 522 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 3,813 581 0.07% 0.07% 523 0 0.0% Q2 2026 Jul 21, 2026
Insight Advisors, LLC/ PA History No change 3,551 573 0.1% 0.1% 524 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 3,500 565 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 3,495 564 0.06% 0.06% 526 0 0.0% Q2 2026 Jul 13, 2026
Facet Wealth, Inc. History No change 3,460 558 0.01% 0.01% 527 0 0.0% Q2 2026 Jul 27, 2026
BOK Financial Private Wealth, Inc. History No change 3,417 551 0.03% 0.03% 528 0 0.0% Q2 2026 Aug 07, 2026
Magnolia Private Wealth, LLC History No change 3,397 548 0.3% 0.3% 529 0 0.0% Q2 2026 Aug 05, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 3,322 536 0.46% 0.46% 530 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,302 533 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 14, 2026
Peregrine Asset Advisers, Inc. History No change 3,282 530 0.11% 0.11% 532 0 0.0% Q2 2026 Aug 10, 2026
MEITAV INVESTMENT HOUSE LTD History No change 3,242 523 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 20, 2026
GWN SECURITIES INC. History No change 3,226 521 0.09% 0.09% 534 0 0.0% Q2 2026 Aug 05, 2026
Valmark Advisers, Inc. History No change 3,166 511 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 06, 2026
Foundry Financial LLC History No change 3,159 510 0.17% 0.17% 536 0 0.0% Q2 2026 Jul 21, 2026
Vienna Asset Management LLC History No change 3,117 503 0.35% 0.35% 537 0 0.0% Q2 2026 Aug 14, 2026
Financial Freedom, LLC History No change 3,104 501 0.23% 0.23% 538 0 0.0% Q2 2026 Aug 05, 2026
CFO4Life Group, LLC History No change 3,099 500 0.07% 0.07% 539 0 0.0% Q2 2026 Aug 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,056 493 0.05% 0.05% 540 0 0.0% Q2 2026 Jul 22, 2026
Eagle Wealth Advisors LLC History No change 3,038 490 0.37% 0.37% 541 0 0.0% Q2 2026 Jul 13, 2026
Gateway Wealth Partners, LLC History No change 3,021 487 0.03% 0.03% 542 0 0.0% Q2 2026 Aug 04, 2026
J HAGAN CAPITAL, INC. History No change 3,016 487 0.23% 0.23% 543 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 3,013 486 0.06% 0.06% 544 0 0.0% Q2 2026 Jul 27, 2026
HOURGLASS CAPITAL, LLC History No change 3,000 484 0.1% 0.1% 545 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 2,998 484 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 05, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,969 479 0.12% 0.12% 547 0 0.0% Q2 2026 Aug 27, 2026
WealthPlan Investment Management, LLC History No change 2,960 478 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 28, 2026
Richmond Investment Services, LLC History No change 2,941 475 0.15% 0.15% 549 0 0.0% Q2 2026 Jul 27, 2026
Advisor Resource Council History No change 2,940 474 0.13% 0.13% 550 0 0.0% Q2 2026 Jul 28, 2026
Yukon Wealth Management, Inc. History No change 2,933 473 0.14% 0.14% 551 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 2,952 468 0.05% 0.05% 552 0 0.0% Q2 2026 Aug 03, 2026
RHODES INVESTMENT ADVISORS INC /ADV History New 3,065 464 0.33% — 554 +3,065 New Q3 2026 Oct 07, 2026
Ellenbecker Investment Group History No change 2,872 464 0.05% 0.05% 553 0 0.0% Q2 2026 Jul 27, 2026
TCV Trust & Wealth Management, Inc. History No change 2,871 463 0.04% 0.04% 555 0 0.0% Q2 2026 Jul 24, 2026
Aurora Private Wealth, Inc. History No change 2,852 461 0.29% 0.29% 556 0 0.0% Q2 2026 Jul 21, 2026
Robinhood Asset Management, LLC History No change 2,832 457 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 11, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 2,814 454 0.16% 0.16% 558 0 0.0% Q2 2026 Aug 11, 2026
Beacon Bridge Wealth Partners, LLC History No change 2,781 449 0.13% 0.13% 559 0 0.0% Q2 2026 Aug 05, 2026
First Western Trust Bank History No change 2,763 446 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 29, 2026
Tradewinds Capital Management, LLC History No change 2,734 441 0.08% 0.08% 561 0 0.0% Q2 2026 Jul 23, 2026
Providence First Trust Co History No change 2,700 436 0.12% 0.12% 562 0 0.0% Q2 2026 Jul 27, 2026
Intelligence Driven Advisers, LLC History No change 2,877 436 0.08% 0.08% 563 0 0.0% Q3 2026 Oct 09, 2026
ERn Financial, LLC History No change 2,694 435 0.07% 0.07% 564 0 0.0% Q2 2026 Jul 23, 2026
PKS Advisory Services, LLC History No change 2,677 432 0.07% 0.07% 565 0 0.0% Q2 2026 Aug 04, 2026
Palumbo Wealth Management LLC History No change 2,660 429 0.09% 0.09% 566 0 0.0% Q2 2026 Aug 12, 2026
Meadowbrook Wealth Management, LLC History Reduced 2,827 428 0.45% 0.48% 568 -60 -2.08% Q3 2026 Oct 08, 2026
Wealth Management Associates, Inc. History No change 2,652 428 0.12% 0.12% 567 0 0.0% Q2 2026 Jul 21, 2026
Sound Income Strategies, LLC History Reduced 2,822 425 0.02% 0.04% 569 -2,194 -43.74% Q3 2026 Oct 09, 2026
Vantage Point Financial LLC History No change 2,634 425 0.13% 0.13% 570 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 2,622 423 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 11, 2026
Berkeley Capital Partners, LLC History No change 2,619 423 0.09% 0.09% 572 0 0.0% Q2 2026 Aug 06, 2026
Vision Retirement, LLC History No change 2,618 422 0.1% 0.1% 573 0 0.0% Q2 2026 Jul 21, 2026
Oregon Pacific Wealth Management, LLC History No change 2,597 419 0.39% 0.39% 574 0 0.0% Q2 2026 Jul 22, 2026
Level Wealth Management LLC History No change 2,593 418 0.17% 0.17% 575 0 0.0% Q2 2026 Jul 28, 2026
Sequent Planning LLC History No change 2,583 417 0.09% 0.09% 576 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 2,544 410 0.03% 0.03% 577 0 0.0% Q2 2026 Jul 16, 2026
FLC Capital Advisors History No change 2,533 409 0.07% 0.07% 578 0 0.0% Q2 2026 Jul 20, 2026
Goldstone Financial Group, LLC History No change 2,537 409 0.04% 0.04% 579 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History Reduced 2,681 406 0.23% 0.28% 580 -583 -17.86% Q3 2026 Oct 09, 2026
Legacy Wealth Managment, LLC/ID History No change 2,490 402 0.17% 0.17% 581 0 0.0% Q2 2026 Aug 13, 2026
BAM Wealth Management, LLC History No change 2,489 402 0.25% 0.25% 582 0 0.0% Q2 2026 Jul 14, 2026
Main Street Financial Solutions, LLC History No change 2,488 401 0.03% 0.03% 583 0 0.0% Q2 2026 Aug 07, 2026
Integras Partners LLC History No change 2,467 398 0.22% 0.22% 584 0 0.0% Q2 2026 Jul 24, 2026
Lebenthal Global Advisors, LLC History No change 2,440 394 0.05% 0.05% 585 0 0.0% Q2 2026 Jul 30, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 2,425 391 0.2% 0.2% 586 0 0.0% Q2 2026 Jul 20, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 2,415 390 0.18% 0.18% 587 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,392 386 0.14% 0.14% 588 0 0.0% Q2 2026 Jul 08, 2026
OneDigital Investment Advisors LLC History No change 2,382 384 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 2,350 379 0.06% 0.06% 590 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 2,323 375 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 17, 2026
Moran Wealth Management, LLC History No change 2,286 369 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 05, 2026
Advisor OS, LLC History No change 2,267 366 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 05, 2026
Castleview Partners, LLC History Reduced 2,360 357 0.16% 0.43% 594 -3,709 -61.11% Q3 2026 Oct 09, 2026
LaSalle St. Investment Advisors, LLC History No change 2,211 357 0.04% 0.04% 595 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 2,209 356 0.02% 0.02% 596 0 0.0% Q2 2026 Jul 29, 2026
BEACON FINANCIAL GROUP History No change 2,199 355 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 16, 2026
Segment Wealth Management, LLC History No change 2,130 344 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 16, 2026
Aptus Capital Advisors, LLC History No change 2,118 342 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 2,083 336 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 24, 2026
Axos Invest Inc. History No change 2,065 333 0.24% 0.24% 601 0 0.0% Q2 2026 Aug 07, 2026
DV Trading LLC History No change 2,056 332 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 2,057 332 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 03, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,043 330 0.0% 0.0% 604 0 0.0% Q2 2026 Sep 23, 2026
Pinnacle Family Advisors, LLC History No change 2,028 327 0.14% 0.14% 605 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History No change 2,011 324 0.04% 0.04% 606 0 0.0% Q2 2026 Jul 28, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,000 323 0.17% 0.17% 607 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 2,000 323 0.03% 0.03% 608 0 0.0% Q2 2026 Aug 11, 2026
Keystone Wealth Services, LLC History No change 1,985 320 0.06% 0.06% 609 0 0.0% Q2 2026 Aug 05, 2026
Asset One Wealth Management LLC History No change 2,101 315 0.03% 0.03% 610 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 1,948 314 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 04, 2026
Revisor Wealth Management LLC History No change 1,941 313 0.08% 0.08% 612 0 0.0% Q2 2026 Jul 21, 2026
WealthBridge Capital Management, LLC History No change 1,932 312 0.06% 0.06% 613 0 0.0% Q2 2026 Jul 24, 2026
Envision Financial Transparency, LLC History No change 3,250 311 0.27% 0.27% 614 0 0.0% Q2 2026 Aug 21, 2026
Midwest Financial Network, LLC History No change 1,927 311 0.21% 0.21% 615 0 0.0% Q2 2026 Jul 07, 2026
LOWERY THOMAS, LLC History No change 1,921 310 0.15% 0.15% 616 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 1,913 309 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 1,904 307 0.06% 0.06% 618 0 0.0% Q2 2026 Jul 23, 2026
NBZ Investment Advisors LLC History No change 1,901 307 0.12% 0.12% 619 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 1,898 306 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 07, 2026
Brand Asset Management Group, Inc. History No change 1,876 303 0.07% 0.07% 621 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History Reduced 1,987 301 0.02% 0.03% 623 -60 -2.93% Q3 2026 Oct 07, 2026
McKinley Carter Wealth Services, Inc. History No change 1,867 301 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 28, 2026
Avant Capital LLC History No change 1,862 300 0.19% 0.19% 624 0 0.0% Q2 2026 Aug 12, 2026
Sarver Vrooman Wealth Advisors History Added to 1,974 299 0.18% 0.11% 626 +758 62.34% Q3 2026 Oct 01, 2026
Integrated Capital Management, LLC History No change 1,857 299 0.11% 0.11% 625 0 0.0% Q2 2026 Jul 31, 2026
SeaCrest Wealth Management, LLC History No change 1,824 294 0.03% 0.03% 627 0 0.0% Q2 2026 Jul 09, 2026
HUB Investment Partners, LLC History No change 1,812 292 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 31, 2026
WBI INVESTMENTS, LLC History No change 1,797 290 0.07% 0.07% 629 0 0.0% Q2 2026 Aug 11, 2026
Integrity Wealth Solutions LLC History No change 1,793 289 0.11% 0.11% 630 0 0.0% Q2 2026 Jul 30, 2026
Ledyard National Bank History No change 1,784 288 0.02% 0.02% 631 0 0.0% Q2 2026 Jul 16, 2026
B. Riley Wealth Advisors, Inc. History No change 1,815 287 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,777 287 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 1,767 285 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 1,770 285 0.05% 0.05% 635 0 0.0% Q2 2026 Aug 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,725 278 0.02% 0.02% 636 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 1,660 268 0.02% 0.02% 637 0 0.0% Q2 2026 Jul 23, 2026
Empirical Asset Management, LLC History No change 1,664 268 0.06% 0.06% 638 0 0.0% Q2 2026 Aug 10, 2026
Asset Allocation Strategies LLC History No change 1,658 267 0.04% 0.04% 639 0 0.0% Q2 2026 Aug 17, 2026
Darwin Wealth Management, LLC History No change 1,648 266 0.07% 0.07% 640 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 1,638 264 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 28, 2026
Tulsa Wealth Advisors, INC History No change 1,630 263 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 1,612 260 0.02% 0.02% 643 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 1,612 260 0.07% 0.07% 644 0 0.0% Q2 2026 Jul 23, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,738 259 0.08% 0.08% 645 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Wealth Management LLC History No change 1,609 259 0.08% 0.08% 646 0 0.0% Q2 2026 Aug 11, 2026
FLP Wealth Management, LLC History No change 1,604 259 0.46% 0.46% 647 0 0.0% Q2 2026 Jul 28, 2026
Eagle Strategies LLC History No change 1,601 258 0.03% 0.03% 648 0 0.0% Q2 2026 Jul 21, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,565 252 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 03, 2026
Syntegra Private Wealth Group, LLC History No change 1,560 252 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 15, 2026
Maridea Wealth Management LLC History No change 1,555 251 0.03% 0.03% 651 0 0.0% Q2 2026 Aug 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 1,546 249 0.02% 0.02% 652 0 0.0% Q2 2026 Jul 07, 2026
NWF Advisory Services Inc. History No change 1,532 247 0.02% 0.02% 653 0 0.0% Q2 2026 Jul 29, 2026
Stewardship Advisors, LLC History No change 1,513 244 0.05% 0.05% 654 0 0.0% Q2 2026 Jul 20, 2026
Generation Capital Management LLC History No change 1,515 244 0.15% 0.15% 655 0 0.0% Q2 2026 Aug 13, 2026
TENET WEALTH PARTNERS, LLC History No change 1,688 244 0.18% 0.18% 656 0 0.0% Q2 2026 Aug 07, 2026
Falcon Wealth Planning History No change 1,500 242 0.02% 0.02% 657 0 0.0% Q2 2026 Jul 13, 2026
HRC WEALTH MANAGEMENT, LLC History No change 1,488 240 0.1% 0.1% 658 0 0.0% Q2 2026 Jul 10, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,446 233 0.08% 0.08% 659 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 1,421 229 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 1,412 228 0.06% 0.06% 661 0 0.0% Q2 2026 Aug 12, 2026
Parker Investment Management, LLC History No change 1,409 227 0.02% 0.02% 662 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 1,395 225 0.05% 0.05% 663 0 0.0% Q2 2026 Aug 07, 2026
Retirement Management Systems Inc. History No change 1,380 222 0.05% 0.05% 664 0 0.0% Q2 2026 Jul 21, 2026
Sage Mountain Advisors LLC History No change 1,363 220 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 1,350 218 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 12, 2026
Elevation Wealth Management LLC History No change 1,353 218 0.16% 0.16% 667 0 0.0% Q2 2026 Jul 29, 2026
Fiscal Wisdom Wealth Management, LLC History No change 1,333 215 0.18% 0.18% 668 0 0.0% Q2 2026 Jul 21, 2026
Drake & Associates, LLC History No change 1,321 213 0.04% 0.04% 669 0 0.0% Q2 2026 Aug 10, 2026
HBE Wealth Management, LLC History No change 1,311 211 0.15% 0.15% 670 0 0.0% Q2 2026 Jul 13, 2026
City Center Advisors, LLC History Added to 1,357 205 0.16% 0.16% 672 +103 8.21% Q3 2026 Oct 07, 2026
Sugar Maple Asset Management, LLC History No change 1,270 205 0.13% 0.13% 671 0 0.0% Q2 2026 Jul 28, 2026
Gallagher Fiduciary Advisors, LLC History No change 1,245 201 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 14, 2026
Lodestone Wealth Management LLC History No change 1,126 181 0.06% 0.06% 674 0 0.0% Q2 2026 Jul 23, 2026
Elevated Capital Advisors, LLC History No change 1,075 173 0.05% 0.05% 675 0 0.0% Q2 2026 Aug 03, 2026
Transamerica Financial Advisors, LLC History No change 793 128 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 14, 2026
GODSEY & GIBB, INC History No change 783 126 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF VERMONT History No change 771 124 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 765 123 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 06, 2026
GFS Advisors, LLC History No change 48,252 122 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 04, 2026
OBSIDIAN CIO, LLC History No change 730 117 0.09% 0.09% 681 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 680 109 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 703 106 0.0% 0.0% 683 0 0.0% Q3 2026 Oct 08, 2026
GROUP ONE TRADING LLC History No change 637 102 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 600 96 0.01% 0.01% 685 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 597 96 0.02% 0.02% 686 0 0.0% Q2 2026 Jul 20, 2026
Fourth Dimension Wealth, LLC History No change 600 96 0.03% 0.03% 687 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 589 95 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 13, 2026
Lavaca Capital LLC History No change 565 91 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 550 88 0.01% 0.01% 690 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 540 87 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 14, 2026
Global Trust Asset Management, LLC History No change 525 84 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 03, 2026
GLENMEDE TRUST CO NA History No change 507 81 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 10, 2026
LGT Financial Advisors LLC History No change 481 77 0.41% 0.41% 694 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 492 76 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 450 72 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 31, 2026
GHP Investment Advisors, Inc. History No change 429 69 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 17, 2026
Networth Advisors, LLC History No change 421 67 0.04% 0.04% 698 0 0.0% Q2 2026 Jul 22, 2026
Kingdom Financial Group LLC. History No change 404 65 0.02% 0.02% 699 0 0.0% Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History No change 227 65 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 14, 2026
Timbuktu Capital Management, LLC History No change 400 64 0.1% 0.1% 701 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 331 53 0.02% 0.02% 702 0 0.0% Q2 2026 Jul 06, 2026
Aventura Private Wealth, LLC History No change 309 49 0.02% 0.02% 703 0 0.0% Q2 2026 Jul 15, 2026
Bernard Wealth Management Corp. History No change 288 46 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 21, 2026
Rossby Financial, LCC History No change 290 46 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 04, 2026
Montgomery Financial Services LLC History No change 286 46 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 280 45 0.02% 0.02% 707 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 272 43 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 21, 2026
Quest 10 Wealth Builders, Inc. History No change 251 40 0.03% 0.03% 709 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 237 38 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 27, 2026
Smithfield Trust Co History No change 227 36 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 05, 2026
TOTH FINANCIAL ADVISORY CORP History New 227 34 0.0% — 713 +227 New Q3 2026 Oct 08, 2026
Robinswood Financial LLC History No change 214 34 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 14, 2026
CULLEN/FROST BANKERS, INC. History No change 207 33 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 27, 2026
Ascentis Wealth Management, LLC History No change 205 33 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 30, 2026
Rosenberg Matthew Hamilton History New 215 32 0.01% — 716 +215 New Q3 2026 Oct 05, 2026
TORONTO DOMINION BANK History No change 168 27 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 155 25 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 146 24 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 152 24 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 16, 2026
Westend Capital Management, LLC History No change 146 23 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 147 23 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 04, 2026
Institute for Wealth Management, LLC. History No change 140 22 0.0% 0.0% 723 0 0.0% Q2 2026 Jul 28, 2026
Copia Wealth Management History No change 139 22 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 17, 2026
Archer Investment Corp History No change 124 20 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 03, 2026
Catherine Avery Investment Management LLC History No change 126 20 0.01% 0.01% 726 0 0.0% Q2 2026 Jul 27, 2026
Atomic Invest LLC History No change 124 19 0.0% 0.0% 727 0 0.0% Q2 2026 Sep 25, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 114 18 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 117 18 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 13, 2026
Continuum Advisory, LLC History No change 108 17 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 100 16 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 21, 2026
Strive Financial Group ,LLC History No change 103 16 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 100 15 0.0% 0.0% 733 0 0.0% Q3 2026 Oct 09, 2026
BankPlus Trust Department History No change 93 15 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 28, 2026
Measured Wealth Private Client Group, LLC History No change 92 14 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 90 14 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 10, 2026
Commonwealth Retirement Investments LLC History No change 88 14 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 78 12 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 52 8 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 30, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 55 8 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 53 8 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 50 8 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 48 7 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 48 7 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Co / SC History No change 49 7 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 47 7 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 38 6 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 06, 2026
Friedenthal Financial History No change 42 6 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 13, 2026
CX Institutional History New 35 5 0.0% — 751 +35 New Q3 2026 Oct 02, 2026
LifeSteps Financial, Inc. History No change 36 5 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 17, 2026
Signature Equity Partners, LLC History No change 33 5 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 30, 2026
Tower Research Capital LLC (TRC) History No change 29 4 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 27 4 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 30 4 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 29, 2026
RHL GROUP, LLC History No change 26 4 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 03, 2026
Highland Investment Advisors LLC History No change 26 4 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 8 1 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 29, 2026
Costello Asset Management, INC History No change 10 1 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 28, 2026
SJS Investment Consulting Inc. History No change 11 1 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 22, 2026
Register Financial Advisors LLC History No change 8 1 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 15, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 8 1 0.0% 0.0% 761 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 12 1 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.47% — -11,282 -100.0% Q3 2026 Oct 08, 2026
BARRETT & COMPANY, INC. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History No change 3 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Pinnacle Wealth Planning Services, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Coppell Advisory Solutions LLC History No change 15,801 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Signature Resources Capital Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Coston, McIsaac & Partners History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Pillar Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026