SPDR SERIES TRUST - SPSM

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 25,175,605 1,451,877 0.33% 0.33% 1 0 0.0% Q2 2026 Aug 07, 2026
Betterment LLC History No change 19,180,838 1,106,159 1.87% 1.87% 2 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 18,804,022 1,084,427 1.93% 1.93% 3 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 12,147,363 700,538 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 7,614,768 439,143 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 6,597,240 380,462 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,367,516 367,214 0.09% 0.09% 7 0 0.0% Q2 2026 Sep 23, 2026
Valmark Advisers, Inc. History No change 5,101,635 294,211 3.12% 3.12% 8 0 0.0% Q2 2026 Aug 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 5,022,048 289,621 3.81% 3.81% 9 0 0.0% Q2 2026 Jul 15, 2026
AMERIPRISE FINANCIAL INC History No change 4,348,586 251,520 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,009,298 173,546 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 2,776,196 160,103 0.09% 0.09% 12 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 2,483,029 143,196 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,089,160 120,483 0.14% 0.14% 14 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 2,080,273 119,969 0.1% 0.1% 15 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,961,330 113,109 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,920,706 110,767 10.55% 10.55% 17 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 1,776,135 102,429 1.94% 1.94% 18 0 0.0% Q2 2026 Jul 09, 2026
Crestwood Advisors Group, LLC History No change 1,742,537 100,490 1.49% 1.49% 19 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,656,155 95,510 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,613,064 93,025 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 22, 2026
Cetera Investment Advisers History No change 1,554,487 89,647 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 1,499,275 86,463 1.65% 1.65% 23 0 0.0% Q2 2026 Aug 07, 2026
MASON STREET ADVISORS, LLC History No change 1,379,248 79,541 7.17% 7.17% 24 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 1,239,772 71,497 0.12% 0.12% 25 0 0.0% Q2 2026 Jul 30, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 1,222,487 70,500 0.53% 0.53% 26 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,200,234 69,217 1.09% 1.09% 27 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 1,125,006 64,879 0.3% 0.3% 28 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 1,071,815 61,811 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,009,258 58,203 0.07% 0.07% 30 0 0.0% Q2 2026 Jul 29, 2026
DAVENPORT & Co LLC History No change 986,910 56,915 0.28% 0.28% 31 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 976,262 56,301 0.27% 0.27% 32 0 0.0% Q2 2026 Sep 23, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 959,196 55,316 2.6% 2.6% 33 0 0.0% Q2 2026 Jul 24, 2026
WELLS FARGO & COMPANY/MN History No change 952,624 54,937 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 880,649 50,787 0.3% 0.3% 35 0 0.0% Q2 2026 Aug 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 833,994 48,096 2.79% 2.79% 36 0 0.0% Q2 2026 Jul 15, 2026
First Command Advisory Services, Inc. History No change 818,472 47,201 0.28% 0.28% 37 0 0.0% Q2 2026 Aug 10, 2026
One Day In July LLC History No change 804,494 46,395 3.23% 3.23% 38 0 0.0% Q2 2026 Aug 03, 2026
Stadion Money Management, LLC History No change 803,443 46,334 3.99% 3.99% 39 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 744,666 42,944 0.05% 0.05% 40 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 732,516 42,224 0.23% 0.23% 41 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 712,610 41,097 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 695,486 40,108 1.41% 1.41% 43 0 0.0% Q2 2026 Aug 05, 2026
VICUS CAPITAL History No change 684,168 39,455 2.55% 2.55% 44 0 0.0% Q2 2026 Aug 05, 2026
GREENLEAF TRUST History No change 668,396 38,546 0.37% 0.37% 45 0 0.0% Q2 2026 Jul 21, 2026
Peterson Wealth Advisors, LLC History No change 667,839 38,514 4.55% 4.55% 46 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 657,330 37,908 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 27, 2026
Morningstar Investment Management LLC History No change 774,051 37,402 2.31% 2.31% 48 0 0.0% Q2 2026 Jul 21, 2026
BOKF, NA History No change 643,758 37,125 0.51% 0.51% 49 0 0.0% Q2 2026 Aug 10, 2026
ST GERMAIN D J CO INC History No change 630,122 36,339 1.31% 1.31% 50 0 0.0% Q2 2026 Jul 21, 2026
Clark Capital Management Group, Inc. History No change 606,750 34,991 0.19% 0.19% 51 0 0.0% Q2 2026 Aug 11, 2026
Evernest Financial Advisors, LLC History No change 599,855 34,593 7.23% 7.23% 52 0 0.0% Q2 2026 Aug 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 593,958 34,253 1.34% 1.34% 53 0 0.0% Q2 2026 Aug 05, 2026
RKL Wealth Management LLC History No change 593,853 34,247 2.73% 2.73% 54 0 0.0% Q2 2026 Aug 10, 2026
Penserra Capital Management LLC History No change 592,573 34,173 0.26% 0.26% 55 0 0.0% Q2 2026 Aug 13, 2026
OARSMAN CAPITAL, INC. History No change 583,514 33,651 3.56% 3.56% 56 0 0.0% Q2 2026 Aug 07, 2026
Avior Wealth Management, LLC History No change 558,732 32,222 0.85% 0.85% 57 0 0.0% Q2 2026 Jul 07, 2026
Savant Capital, LLC History No change 605,173 32,047 0.09% 0.09% 58 0 0.0% Q2 2026 Aug 10, 2026
Composition Wealth, LLC History No change 542,947 31,311 0.37% 0.37% 59 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Investment Research Advisors, Inc. History No change 542,432 31,282 0.07% 0.07% 60 0 0.0% Q2 2026 Jul 27, 2026
AlphaStar Capital Management, LLC History No change 521,139 30,054 1.91% 1.91% 61 0 0.0% Q2 2026 Jul 30, 2026
SPINNAKER TRUST History No change 479,835 27,672 1.34% 1.34% 62 0 0.0% Q2 2026 Aug 03, 2026
ABOUND FINANCIAL, LLC History No change 473,796 27,323 10.89% 10.89% 63 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 465,415 26,840 3.51% 3.51% 64 0 0.0% Q2 2026 Aug 11, 2026
Garrett Wealth Advisory Group, LLC History No change 461,770 26,630 4.09% 4.09% 65 0 0.0% Q2 2026 Aug 04, 2026
Crews Bank & Trust History No change 456,249 26,311 3.43% 3.43% 66 0 0.0% Q2 2026 Jul 16, 2026
KWB Wealth History No change 452,815 26,113 2.23% 2.23% 67 0 0.0% Q2 2026 Jul 10, 2026
United Asset Strategies, Inc. History No change 434,336 25,048 1.77% 1.77% 68 0 0.0% Q2 2026 Jul 13, 2026
Cerity Partners LLC History No change 431,825 24,903 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 432,384 24,766 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 425,872 24,560 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 423,216 24,406 0.5% 0.5% 72 0 0.0% Q2 2026 Aug 06, 2026
Financial Gravity Companies, Inc. History No change 422,057 24,340 3.95% 3.95% 73 0 0.0% Q2 2026 Aug 05, 2026
Allen Capital Group, LLC History No change 421,001 24,279 1.98% 1.98% 74 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 417,275 24,064 0.16% 0.16% 75 0 0.0% Q2 2026 Sep 08, 2026
Banco Santander, S.A. History No change 396,801 22,883 0.14% 0.14% 76 0 0.0% Q2 2026 Jul 29, 2026
Boston Standard Wealth Management, LLC History No change 376,832 21,812 3.16% 3.16% 77 0 0.0% Q2 2026 Jul 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 377,072 21,745 0.83% 0.83% 78 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 384,139 21,738 0.36% 0.36% 79 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 384,139 21,738 0.36% 0.36% 80 0 0.0% Q2 2026 Jul 29, 2026
Shepherd Financial Partners LLC History No change 376,221 21,696 1.78% 1.78% 81 0 0.0% Q2 2026 Aug 10, 2026
Fund Evaluation Group, LLC History No change 374,838 21,616 0.58% 0.58% 82 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 374,702 21,611 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 374,428 21,593 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 366,031 21,109 0.13% 0.13% 85 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 374,375 21,050 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 13, 2026
TPG Financial Advisors, LLC History No change 361,261 20,833 6.22% 6.22% 87 0 0.0% Q2 2026 Aug 10, 2026
Atlas Private Wealth Advisors History No change 351,572 20,275 4.44% 4.44% 88 0 0.0% Q2 2026 Jul 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 349,702 20,167 2.08% 2.08% 89 0 0.0% Q2 2026 Jul 27, 2026
Trustees of Dartmouth College History No change 349,430 20,151 6.02% 6.02% 90 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 344,894 19,890 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 12, 2026
Hancock Prospecting Pty Ltd History No change 342,840 19,771 0.35% 0.35% 92 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 345,538 19,332 0.03% 0.03% 93 0 0.0% Q2 2026 Jul 15, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 328,118 18,922 1.14% 1.14% 94 0 0.0% Q2 2026 Jul 31, 2026
Impact Partnership Wealth, LLC History No change 326,161 18,809 1.83% 1.83% 95 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 325,390 18,765 0.11% 0.11% 96 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 319,166 18,406 0.22% 0.22% 97 0 0.0% Q2 2026 Aug 04, 2026
Foguth Wealth Management, LLC. History No change 323,245 18,237 2.07% 2.07% 98 0 0.0% Q2 2026 Jul 21, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 314,283 18,124 7.43% 7.43% 99 0 0.0% Q2 2026 Jul 22, 2026
WBH ADVISORY INC History No change 312,928 18,046 1.21% 1.21% 100 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 309,945 17,874 0.15% 0.15% 101 0 0.0% Q2 2026 Aug 06, 2026
Legacy Edge Advisors, LLC History No change 305,454 17,615 1.62% 1.62% 102 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 303,607 17,509 0.13% 0.13% 103 0 0.0% Q2 2026 Aug 14, 2026
Taylor & Morgan Wealth Management, LLC History No change 301,836 17,406 8.58% 8.58% 104 0 0.0% Q2 2026 Jul 10, 2026
Carroll Advisory Group, LLC History No change 300,371 17,322 5.69% 5.69% 105 0 0.0% Q2 2026 Jul 23, 2026
Financial Security Advisor, Inc. History No change 299,696 17,283 2.81% 2.81% 106 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 298,559 17,215 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 13, 2026
SilverOak Wealth Management LLC History No change 296,937 17,124 2.21% 2.21% 108 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 293,288 16,913 0.22% 0.22% 109 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 291,135 16,789 0.55% 0.55% 110 0 0.0% Q2 2026 Aug 14, 2026
Windsor Capital Management, LLC History No change 291,056 16,785 4.36% 4.36% 111 0 0.0% Q2 2026 Jul 08, 2026
Klaas Financial Asset Advisors, LLC History No change 287,054 16,554 2.06% 2.06% 112 0 0.0% Q2 2026 Jul 15, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 283,778 16,365 3.17% 3.17% 113 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 280,395 16,170 0.07% 0.07% 114 0 0.0% Q2 2026 Aug 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 280,853 16,087 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
Financial Insights, Inc. History No change 278,497 16,060 4.23% 4.23% 116 0 0.0% Q2 2026 Aug 25, 2026
Montz Harcus Wealth Management LLC History No change 275,949 15,913 5.66% 5.66% 117 0 0.0% Q2 2026 Jul 24, 2026
Carnegie Investment Counsel History No change 272,291 15,703 0.31% 0.31% 118 0 0.0% Q2 2026 Jul 30, 2026
OneAscent Financial Services LLC History No change 271,992 15,685 0.75% 0.75% 119 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 270,994 15,628 0.33% 0.33% 120 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 267,153 15,406 1.05% 1.05% 121 0 0.0% Q2 2026 Sep 04, 2026
GOLDMAN SACHS GROUP INC History No change 265,678 15,321 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 257,878 14,871 0.05% 0.05% 123 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 255,539 14,736 0.23% 0.23% 124 0 0.0% Q2 2026 Aug 06, 2026
Compton Financial Group, LLC History No change 243,837 14,062 2.71% 2.71% 125 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History No change 240,748 13,883 0.29% 0.29% 126 0 0.0% Q2 2026 Jul 08, 2026
Tortoise Investment Management, LLC History No change 235,466 13,579 1.01% 1.01% 127 0 0.0% Q2 2026 Aug 07, 2026
Octavia Wealth Advisors, LLC History No change 234,356 13,515 1.17% 1.17% 128 0 0.0% Q2 2026 Jul 14, 2026
Aspire Capital Advisors LLC History No change 218,016 12,572 2.45% 2.45% 129 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Planning, Inc. History No change 217,032 12,516 6.53% 6.53% 130 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 216,715 12,497 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 216,363 12,477 0.27% 0.27% 132 0 0.0% Q2 2026 Jul 17, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 210,367 12,131 2.5% 2.5% 133 0 0.0% Q2 2026 Jul 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 208,138 12,004 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 206,805 11,926 0.38% 0.38% 135 0 0.0% Q2 2026 Jul 27, 2026
Syntegra Private Wealth Group, LLC History No change 206,219 11,892 0.92% 0.92% 136 0 0.0% Q2 2026 Jul 15, 2026
Sterling Investment Advisors, Ltd. History No change 79,744 11,826 1.98% 1.98% 137 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 203,082 11,711 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 202,828 11,697 0.12% 0.12% 139 0 0.0% Q2 2026 Aug 11, 2026
ROYCE & ASSOCIATES LP History No change 200,373 11,555 0.09% 0.09% 140 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 195,260 11,260 0.14% 0.14% 141 0 0.0% Q2 2026 Aug 05, 2026
Avidian Wealth Enterprises, LLC History No change 191,067 11,018 0.3% 0.3% 142 0 0.0% Q2 2026 Jul 24, 2026
Berkeley Capital Partners, LLC History No change 183,928 10,607 2.18% 2.18% 143 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Group, LLC History No change 183,563 10,586 4.09% 4.09% 144 0 0.0% Q2 2026 Jul 08, 2026
TRUE BLUE FINANCIAL, LLC History No change 182,168 10,505 4.43% 4.43% 145 0 0.0% Q2 2026 Jul 17, 2026
International City Management Association Retirement Corp History No change 180,591 10,414 4.53% 4.53% 146 0 0.0% Q2 2026 Aug 05, 2026
BROWN ADVISORY INC History No change 177,872 10,257 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
Bensler, LLC History No change 177,837 10,255 0.91% 0.91% 148 0 0.0% Q2 2026 Jul 23, 2026
Private Advisory Group LLC History No change 177,517 10,237 0.55% 0.55% 149 0 0.0% Q2 2026 Aug 06, 2026
RVW Wealth, LLC History No change 174,960 10,089 0.66% 0.66% 150 0 0.0% Q2 2026 Jul 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 169,091 9,751 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 19, 2026
1900 WEALTH MANAGEMENT LLC History No change 166,527 9,603 0.53% 0.53% 152 0 0.0% Q2 2026 Aug 04, 2026
WRAPMANAGER INC History No change 164,528 9,488 2.97% 2.97% 153 0 0.0% Q2 2026 Aug 05, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 163,513 9,429 1.23% 1.23% 154 0 0.0% Q2 2026 Jul 20, 2026
Portside Wealth Group, LLC History No change 162,268 9,357 1.09% 1.09% 155 0 0.0% Q2 2026 Jul 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 160,698 9,267 0.36% 0.36% 156 0 0.0% Q2 2026 Aug 18, 2026
Focus Financial Network, Inc. History No change 160,378 9,249 0.29% 0.29% 157 0 0.0% Q2 2026 Jul 09, 2026
Paulson Wealth Management Inc. History No change 156,527 9,026 1.91% 1.91% 158 0 0.0% Q2 2026 Aug 04, 2026
Orange Investment Advisors, Inc. History No change 153,397 8,846 1.07% 1.07% 159 0 0.0% Q2 2026 Jul 21, 2026
Millington Financial Advisors, LLC History No change 153,627 8,719 3.43% 3.43% 160 0 0.0% Q2 2026 Aug 07, 2026
Warren Street Wealth Advisors, LLC History No change 151,036 8,710 1.94% 1.94% 161 0 0.0% Q2 2026 Jul 22, 2026
AF Advisors, Inc. History No change 150,000 8,650 4.25% 4.25% 162 0 0.0% Q2 2026 Jul 31, 2026
JNBA Financial Advisors History No change 148,319 8,553 0.65% 0.65% 163 0 0.0% Q2 2026 Jul 23, 2026
Advisor OS, LLC History No change 147,367 8,498 0.57% 0.57% 164 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 145,082 8,366 0.11% 0.11% 165 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 142,823 8,236 1.21% 1.21% 166 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 139,768 8,060 0.26% 0.26% 167 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 139,209 8,028 0.04% 0.04% 168 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 137,862 7,950 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 03, 2026
IAG Wealth Partners, LLC History No change 137,417 7,924 0.78% 0.78% 170 0 0.0% Q2 2026 Aug 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 133,840 7,718 0.47% 0.47% 171 0 0.0% Q2 2026 Aug 12, 2026
Estate Counselors, LLC History No change 132,101 7,618 0.65% 0.65% 172 0 0.0% Q2 2026 Aug 07, 2026
Collier Financial History No change 131,424 7,579 5.18% 5.18% 173 0 0.0% Q2 2026 Jul 30, 2026
Arete Wealth Advisors, LLC History No change 128,638 7,418 0.49% 0.49% 174 0 0.0% Q2 2026 Aug 12, 2026
Pallas Capital Advisors LLC History No change 128,209 7,393 0.23% 0.23% 175 0 0.0% Q2 2026 Aug 07, 2026
Midwest Trust Co History No change 128,109 7,388 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 04, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 127,585 7,358 3.42% 3.42% 177 0 0.0% Q2 2026 Jul 28, 2026
&PARTNERS History No change 127,312 7,342 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 126,828 7,314 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 126,800 7,312 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 126,801 7,312 0.11% 0.11% 181 0 0.0% Q2 2026 Jul 15, 2026
J.W. COLE ADVISORS, INC. History No change 126,502 7,295 0.13% 0.13% 182 0 0.0% Q2 2026 Jul 21, 2026
NOTTINGHAM ADVISORS, INC. History No change 117,178 7,167 0.86% 0.86% 183 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 123,955 7,148 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 122,857 7,085 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 121,830 7,025 0.27% 0.27% 186 0 0.0% Q2 2026 Jul 02, 2026
Cornerstone Wealth Management, LLC History No change 120,105 6,926 0.3% 0.3% 187 0 0.0% Q2 2026 Jul 22, 2026
Gerber Kawasaki Wealth & Investment Management History No change 119,998 6,920 0.18% 0.18% 188 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Group, LLC History No change 119,894 6,914 0.54% 0.54% 189 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 119,728 6,904 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 13, 2026
Leslie Global Wealth, LLC History No change 118,813 6,851 2.67% 2.67% 191 0 0.0% Q2 2026 Jul 21, 2026
Hofer & Associates. Inc History No change 118,506 6,834 3.3% 3.3% 192 0 0.0% Q2 2026 Jul 21, 2026
XY Planning Network, Inc. History No change 116,659 6,727 0.84% 0.84% 193 0 0.0% Q2 2026 Jul 14, 2026
Richmond Investment Services, LLC History No change 113,750 6,559 2.08% 2.08% 194 0 0.0% Q2 2026 Jul 27, 2026
Up Capital Management, Inc. History No change 111,660 6,439 4.98% 4.98% 195 0 0.0% Q2 2026 Aug 05, 2026
Kensington Asset Management, LLC History No change 111,072 6,405 0.35% 0.35% 196 0 0.0% Q2 2026 Aug 12, 2026
Napier Financial, LLC History No change 110,389 6,366 1.33% 1.33% 197 0 0.0% Q2 2026 Jul 31, 2026
MEITAV INVESTMENT HOUSE LTD History No change 109,500 6,314 0.04% 0.04% 198 0 0.0% Q2 2026 Jul 20, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 108,300 6,245 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 30, 2026
Premier Private Wealth Management LLC History No change 107,152 6,179 5.41% 5.41% 200 0 0.0% Q2 2026 Aug 13, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 106,788 6,158 2.04% 2.04% 201 0 0.0% Q2 2026 Aug 05, 2026
626 Financial, LLC History No change 106,726 6,154 2.4% 2.4% 202 0 0.0% Q2 2026 Jul 27, 2026
Baird Financial Group, Inc. History No change 105,225 6,068 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 103,019 5,941 1.44% 1.44% 204 0 0.0% Q2 2026 Jul 22, 2026
JONES FINANCIAL COMPANIES LLLP History No change 101,977 5,843 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 101,094 5,830 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 13, 2026
MJP ASSOCIATES INC /ADV History No change 100,499 5,795 0.63% 0.63% 207 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 99,748 5,752 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 99,468 5,736 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 97,589 5,627 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 13, 2026
Pachira Investments Inc. History No change 97,542 5,625 2.12% 2.12% 211 0 0.0% Q2 2026 Jul 17, 2026
Signal Advisors Wealth, LLC History No change 97,507 5,623 0.28% 0.28% 212 0 0.0% Q2 2026 Aug 04, 2026
Resonant Capital Advisors, LLC History No change 96,974 5,592 0.27% 0.27% 213 0 0.0% Q2 2026 Jul 24, 2026
CFS Investment Advisory Services, LLC History No change 98,000 5,581 0.37% 0.37% 214 0 0.0% Q2 2026 Jul 16, 2026
Hibernia Wealth Partners, LLC History No change 95,843 5,527 2.99% 2.99% 215 0 0.0% Q2 2026 Jul 23, 2026
Alesco Advisors, LLC, An ESL Co History No change 95,483 5,506 0.13% 0.13% 216 0 0.0% Q2 2026 Aug 05, 2026
Wealth Advisory Solutions, LLC History No change 95,161 5,487 1.13% 1.13% 217 0 0.0% Q2 2026 Jul 24, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 95,030 5,480 1.69% 1.69% 218 0 0.0% Q2 2026 Jul 22, 2026
Shum Financial Group, Inc. History No change 94,534 5,451 3.29% 3.29% 219 0 0.0% Q2 2026 Jul 22, 2026
Arkadios Wealth Advisors History No change 94,090 5,426 0.08% 0.08% 220 0 0.0% Q2 2026 Aug 10, 2026
SeedSafe Financial LLC History No change 92,228 5,308 3.82% 3.82% 221 0 0.0% Q2 2026 Aug 12, 2026
RAINIER FAMILY WEALTH INC History No change 90,552 5,222 2.97% 2.97% 222 0 0.0% Q2 2026 Jul 15, 2026
DDFG, Inc History No change 89,254 5,147 1.02% 1.02% 223 0 0.0% Q2 2026 Jul 28, 2026
Roan Capital Partners History No change 89,040 5,134 4.26% 4.26% 224 0 0.0% Q2 2026 Jul 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 87,627 5,053 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
CVFG LLC History No change 87,442 5,042 0.53% 0.53% 226 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 86,819 5,006 0.12% 0.12% 227 0 0.0% Q2 2026 Aug 14, 2026
Aspire Private Capital, LLC History No change 86,620 4,995 1.03% 1.03% 228 0 0.0% Q2 2026 Jul 15, 2026
SCS Capital Management LLC History No change 86,412 4,983 0.05% 0.05% 229 0 0.0% Q2 2026 Aug 06, 2026
RETIREMITTEN FINANCIAL LLC History No change 86,282 4,975 2.1% 2.1% 230 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 86,254 4,974 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 85,238 4,915 0.09% 0.09% 232 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 85,061 4,905 0.04% 0.04% 233 0 0.0% Q2 2026 Jul 17, 2026
Ashton Thomas Private Wealth, LLC History No change 84,568 4,877 0.1% 0.1% 234 0 0.0% Q2 2026 Jul 29, 2026
Neuberger Berman Group LLC History No change 84,423 4,868 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 83,341 4,806 0.26% 0.26% 236 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 82,666 4,767 0.07% 0.07% 237 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 79,969 4,611 0.28% 0.28% 238 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 79,857 4,605 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 12, 2026
Perennial Investment Advisors, LLC History No change 79,441 4,581 0.3% 0.3% 240 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 79,364 4,576 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 79,353 4,576 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Investment Partners LLC History No change 78,269 4,513 0.38% 0.38% 243 0 0.0% Q2 2026 Aug 04, 2026
Sage Financial Management Group, Inc. History No change 77,768 4,484 1.23% 1.23% 244 0 0.0% Q2 2026 Jul 24, 2026
Compass Wealth Management LLC History No change 77,747 4,483 0.85% 0.85% 245 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 78,604 4,427 0.09% 0.09% 246 0 0.0% Q2 2026 Jul 29, 2026
Aptus Capital Advisors, LLC History No change 76,683 4,422 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 76,480 4,410 0.15% 0.15% 248 0 0.0% Q2 2026 Aug 06, 2026
Maia Wealth LLC History No change 76,224 4,395 0.65% 0.65% 249 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 75,537 4,356 0.08% 0.08% 250 0 0.0% Q2 2026 Jul 20, 2026
LEGACY SOLUTIONS, LLC History No change 74,735 4,309 3.49% 3.49% 251 0 0.0% Q2 2026 Jul 06, 2026
Atria Investments, Inc History No change 74,675 4,306 0.04% 0.04% 252 0 0.0% Q2 2026 Jul 28, 2026
Disciplined Investors, L.L.C. History No change 74,134 4,275 2.14% 2.14% 253 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History No change 74,053 4,270 0.21% 0.21% 254 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 73,993 4,267 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 73,118 4,216 0.07% 0.07% 256 0 0.0% Q2 2026 Jul 31, 2026
Hughes Financial Services, LLC History No change 73,090 4,215 0.56% 0.56% 257 0 0.0% Q2 2026 Jul 20, 2026
Wealth Advisors of Iowa, LLC History No change 72,714 4,193 1.14% 1.14% 258 0 0.0% Q2 2026 Jul 30, 2026
StoneX Group Inc. History No change 72,509 4,180 0.17% 0.17% 259 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 72,026 4,153 0.02% 0.02% 260 0 0.0% Q2 2026 Jul 17, 2026
G&S Capital LLC History No change 71,610 4,129 1.2% 1.2% 261 0 0.0% Q2 2026 Jul 10, 2026
Concurrent Investment Advisors, LLC History No change 71,255 4,109 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 70,254 4,051 0.11% 0.11% 263 0 0.0% Q2 2026 Aug 10, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 85,965 4,028 0.57% 0.57% 264 0 0.0% Q2 2026 Aug 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 69,228 3,992 0.09% 0.09% 265 0 0.0% Q2 2026 Jul 17, 2026
Kohmann Bosshard Financial Services, LLC History No change 68,806 3,968 0.34% 0.34% 266 0 0.0% Q2 2026 Jul 14, 2026
WNY Asset Management, LLC History No change 68,028 3,923 0.35% 0.35% 267 0 0.0% Q2 2026 Aug 17, 2026
Meridian Financial Advisors, LLC History No change 67,352 3,884 1.87% 1.87% 268 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 67,148 3,872 0.1% 0.1% 269 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 67,061 3,863 0.16% 0.16% 270 0 0.0% Q2 2026 Jul 27, 2026
Sherman Asset Management, Inc. History No change 66,875 3,856 2.99% 2.99% 271 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Management, Inc. History No change 66,725 3,848 1.18% 1.18% 272 0 0.0% Q2 2026 Jul 15, 2026
Legend Financial Advisors, Inc. History No change 66,434 3,831 2.18% 2.18% 273 0 0.0% Q2 2026 Jul 20, 2026
PECAUT & CO. History No change 66,143 3,814 1.16% 1.16% 274 0 0.0% Q2 2026 Aug 03, 2026
Ausdal Financial Partners, Inc. History No change 65,819 3,795 0.15% 0.15% 275 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 65,762 3,792 0.46% 0.46% 276 0 0.0% Q2 2026 Jul 08, 2026
Opal Wealth Advisors, LLC History No change 65,667 3,787 0.82% 0.82% 277 0 0.0% Q2 2026 Jul 20, 2026
Annex Advisory Services, LLC History No change 65,272 3,764 0.06% 0.06% 278 0 0.0% Q2 2026 Jul 10, 2026
NorthRock Partners, LLC History No change 65,211 3,760 0.05% 0.05% 279 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 65,711 3,750 0.12% 0.12% 280 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Capital Partners, LLC History No change 64,971 3,746 1.55% 1.55% 281 0 0.0% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History No change 64,529 3,721 0.12% 0.12% 282 0 0.0% Q2 2026 Jul 17, 2026
SEEDS INVESTOR LLC History No change 64,386 3,713 0.38% 0.38% 283 0 0.0% Q2 2026 Aug 12, 2026
RMR Capital Management, LLC History No change 63,792 3,678 2.53% 2.53% 284 0 0.0% Q2 2026 Jul 27, 2026
BANK OF MONTREAL /CAN/ History No change 63,175 3,643 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 12, 2026
SkyOak Wealth, LLC History No change 62,732 3,617 0.59% 0.59% 286 0 0.0% Q2 2026 Jul 30, 2026
Garden State Investment Advisory Services LLC History No change 62,455 3,601 0.65% 0.65% 287 0 0.0% Q2 2026 Aug 11, 2026
Summit Global Investments History No change 61,830 3,566 0.19% 0.19% 288 0 0.0% Q2 2026 Aug 03, 2026
Destiny Capital Corp/CO History No change 61,436 3,543 1.65% 1.65% 289 0 0.0% Q2 2026 Aug 10, 2026
Stablepoint Partners, LLC History No change 61,245 3,531 0.49% 0.49% 290 0 0.0% Q2 2026 Jul 09, 2026
Smith & Howard Wealth Management, LLC History No change 60,630 3,496 0.7% 0.7% 291 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 66,327 3,488 0.06% 0.06% 292 0 0.0% Q2 2026 Aug 13, 2026
Bill Few Associates, Inc. History No change 60,462 3,486 0.74% 0.74% 293 0 0.0% Q2 2026 Jul 07, 2026
CFM WEALTH PARTNERS LLC History No change 60,421 3,484 0.44% 0.44% 294 0 0.0% Q2 2026 Aug 07, 2026
Clarus Wealth Advisors History No change 61,551 3,438 1.32% 1.32% 295 0 0.0% Q2 2026 Jul 09, 2026
Amicus Financial Advisors, LLC History No change 58,714 3,386 0.83% 0.83% 296 0 0.0% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History No change 58,119 3,351 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 57,325 3,306 0.53% 0.53% 298 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 57,045 3,289 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE TRUST CO NA History No change 56,887 3,280 0.26% 0.26% 300 0 0.0% Q2 2026 Jul 28, 2026
Alta Wealth Advisors LLC History No change 56,652 3,267 0.89% 0.89% 301 0 0.0% Q2 2026 Jul 30, 2026
Modera Wealth Management, LLC History No change 56,416 3,253 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 03, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 57,204 3,246 0.12% 0.12% 303 0 0.0% Q2 2026 Jul 23, 2026
Marathon Strategic Advisors, LLC History No change 56,146 3,237 1.83% 1.83% 304 0 0.0% Q2 2026 Jul 16, 2026
EP Wealth Advisors, LLC History No change 56,116 3,236 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 56,054 3,232 0.09% 0.09% 306 0 0.0% Q2 2026 Jul 17, 2026
Walkner Condon Financial Advisors LLC History No change 55,849 3,220 0.37% 0.37% 307 0 0.0% Q2 2026 Jul 27, 2026
Capital Analysts, LLC History No change 55,683 3,211 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 05, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 55,631 3,208 0.91% 0.91% 309 0 0.0% Q2 2026 Jul 24, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 55,587 3,205 0.3% 0.3% 310 0 0.0% Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 55,436 3,175 0.1% 0.1% 311 0 0.0% Q2 2026 Aug 12, 2026
Coastwise Capital Group, LLC History No change 54,963 3,169 1.84% 1.84% 312 0 0.0% Q2 2026 Jul 16, 2026
Saxony Capital Management, LLC History No change 54,133 3,121 1.43% 1.43% 313 0 0.0% Q2 2026 Jul 15, 2026
Cyndeo Wealth Partners, LLC History No change 53,817 3,103 0.15% 0.15% 314 0 0.0% Q2 2026 Jul 21, 2026
Manhattan West Asset Management, LLC History No change 53,744 3,099 0.52% 0.52% 315 0 0.0% Q2 2026 Aug 11, 2026
WLTH Capital Management, LLC History No change 53,727 3,098 1.99% 1.99% 316 0 0.0% Q2 2026 Jul 09, 2026
LANARK FINANCIAL, INC. History No change 53,447 3,082 0.21% 0.21% 317 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 52,560 3,031 0.19% 0.19% 318 0 0.0% Q2 2026 Jul 23, 2026
Ironwood Wealth Management, LLC. History No change 51,932 2,994 0.66% 0.66% 319 0 0.0% Q2 2026 Jul 30, 2026
Raleigh Capital Management Inc. History No change 51,837 2,989 0.95% 0.95% 320 0 0.0% Q2 2026 Jul 21, 2026
RAELIPSKIE PARTNERSHIP History No change 51,625 2,977 1.12% 1.12% 321 0 0.0% Q2 2026 Aug 04, 2026
Obermeyer Wealth Partners History No change 51,008 2,941 0.12% 0.12% 322 0 0.0% Q2 2026 Jul 29, 2026
Bedel Financial Consulting, Inc. History No change 50,980 2,940 0.28% 0.28% 323 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 50,823 2,930 0.13% 0.13% 324 0 0.0% Q2 2026 Jul 23, 2026
Midwest Financial Network, LLC History No change 50,612 2,918 1.99% 1.99% 325 0 0.0% Q2 2026 Jul 07, 2026
BCGM Wealth Management, LLC History No change 49,848 2,874 0.61% 0.61% 326 0 0.0% Q2 2026 Aug 04, 2026
Cresset Asset Management, LLC History No change 49,064 2,829 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 48,979 2,824 0.09% 0.09% 328 0 0.0% Q2 2026 Jul 31, 2026
SEMITAM BONAM LLC History No change 48,568 2,800 2.06% 2.06% 329 0 0.0% Q2 2026 Jul 24, 2026
Tandem Investment Partners LLC History No change 47,875 2,760 2.13% 2.13% 330 0 0.0% Q2 2026 Jul 27, 2026
AGH Wealth Advisors, LLC History No change 46,963 2,709 1.71% 1.71% 331 0 0.0% Q2 2026 Jul 22, 2026
Kingsview Wealth Management, LLC History No change 45,704 2,635 0.03% 0.03% 332 0 0.0% Q2 2026 Aug 18, 2026
BlackRock, Inc. History No change 45,706 2,635 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 07, 2026
HEADINVEST, LLC History No change 45,600 2,629 0.49% 0.49% 334 0 0.0% Q2 2026 Aug 14, 2026
Northwest Wealth Advisors, LLC History No change 45,081 2,599 1.49% 1.49% 335 0 0.0% Q2 2026 Jul 23, 2026
Forefront Wealth Partners, LLC History No change 44,929 2,591 0.8% 0.8% 336 0 0.0% Q2 2026 Aug 20, 2026
Retirement Planning Group, LLC History No change 44,685 2,577 0.07% 0.07% 337 0 0.0% Q2 2026 Aug 05, 2026
Golden State Wealth Management, LLC History No change 44,546 2,569 0.23% 0.23% 338 0 0.0% Q2 2026 Jul 22, 2026
IFG Advisors, LLC History No change 44,529 2,568 0.35% 0.35% 339 0 0.0% Q2 2026 Jul 22, 2026
Bluesphere Advisors LLC History No change 44,164 2,546 0.79% 0.79% 340 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History No change 44,100 2,543 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 43,506 2,508 0.07% 0.07% 342 0 0.0% Q2 2026 Jul 27, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 43,376 2,501 1.52% 1.52% 343 0 0.0% Q2 2026 Aug 13, 2026
Affinity Capital Advisors, LLC History No change 43,694 2,494 0.31% 0.31% 344 0 0.0% Q2 2026 Jul 08, 2026
ARS Investment Partners, LLC History No change 43,115 2,486 0.11% 0.11% 345 0 0.0% Q2 2026 Jul 09, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 42,837 2,470 2.13% 2.13% 346 0 0.0% Q2 2026 Aug 06, 2026
NovaPoint Capital, LLC History No change 42,751 2,465 0.51% 0.51% 347 0 0.0% Q2 2026 Aug 06, 2026
Towercrest Capital Management History No change 42,686 2,461 0.34% 0.34% 348 0 0.0% Q2 2026 Aug 03, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 42,632 2,458 1.26% 1.26% 349 0 0.0% Q2 2026 Jul 28, 2026
Goodman Financial Corp History No change 42,614 2,457 0.38% 0.38% 350 0 0.0% Q2 2026 Jul 29, 2026
Stone Summit Wealth LLC History No change 41,971 2,420 0.61% 0.61% 351 0 0.0% Q2 2026 Jul 23, 2026
American Financial Advisors, LLC History No change 41,823 2,411 0.29% 0.29% 352 0 0.0% Q2 2026 Jul 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 41,727 2,406 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Financial Advisors LLC History No change 41,613 2,399 0.27% 0.27% 354 0 0.0% Q2 2026 Aug 14, 2026
Blue Fin Capital, Inc. History No change 40,583 2,340 0.34% 0.34% 355 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 40,004 2,307 0.12% 0.12% 356 0 0.0% Q2 2026 Jul 16, 2026
B. Riley Wealth Advisors, Inc. History No change 40,150 2,299 0.12% 0.12% 357 0 0.0% Q2 2026 Jul 14, 2026
Shoker Investment Counsel, Inc. History No change 39,661 2,287 0.57% 0.57% 358 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 39,608 2,284 0.44% 0.44% 359 0 0.0% Q2 2026 Jul 20, 2026
Lunt Capital Management, Inc. History No change 39,361 2,269 0.83% 0.83% 360 0 0.0% Q2 2026 Jul 30, 2026
CreativeOne Wealth, LLC History No change 39,320 2,267 0.05% 0.05% 361 0 0.0% Q2 2026 Aug 13, 2026
Sunflower Bank, N.A. History No change 39,241 2,263 0.54% 0.54% 362 0 0.0% Q2 2026 Aug 14, 2026
Gambit Capital Management, LLC History No change 38,481 2,219 1.29% 1.29% 363 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History No change 36,624 2,112 0.06% 0.06% 364 0 0.0% Q2 2026 Jul 06, 2026
21 West Wealth Management LLC History No change 36,561 2,108 1.8% 1.8% 365 0 0.0% Q2 2026 Jul 13, 2026
SigFig Wealth Management, LLC History No change 36,714 2,102 0.06% 0.06% 366 0 0.0% Q2 2026 Jul 07, 2026
Crescent Grove Advisors, LLC History No change 36,402 2,099 0.18% 0.18% 367 0 0.0% Q2 2026 Aug 10, 2026
Balefire, LLC History No change 36,242 2,090 0.34% 0.34% 368 0 0.0% Q2 2026 Jul 07, 2026
Gateway Wealth Partners, LLC History No change 36,159 2,085 0.13% 0.13% 369 0 0.0% Q2 2026 Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 36,012 2,076 0.03% 0.03% 370 0 0.0% Q2 2026 Jul 28, 2026
Phillip James Consulting Co. History No change 35,962 2,073 1.39% 1.39% 371 0 0.0% Q2 2026 Jul 28, 2026
Independent Advisor Alliance History No change 35,239 2,032 0.05% 0.05% 372 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 35,014 2,019 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 10, 2026
WESCAP Management Group, Inc. History No change 34,962 2,016 0.38% 0.38% 374 0 0.0% Q2 2026 Aug 11, 2026
Global Strategic Investment Solutions, LLC History No change 33,948 1,957 0.17% 0.17% 375 0 0.0% Q2 2026 Aug 07, 2026
SMART Wealth LLC History No change 33,592 1,937 0.42% 0.42% 376 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 33,491 1,931 0.15% 0.15% 377 0 0.0% Q2 2026 Aug 11, 2026
HM PAYSON & CO History No change 33,330 1,922 0.03% 0.03% 378 0 0.0% Q2 2026 Jul 17, 2026
McNamara Financial Services, Inc. History No change 33,296 1,920 0.33% 0.33% 379 0 0.0% Q2 2026 Jul 22, 2026
TKG Advisors, LLC History No change 32,653 1,883 0.65% 0.65% 380 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Management Group History No change 32,540 1,876 0.37% 0.37% 381 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 32,121 1,852 0.06% 0.06% 382 0 0.0% Q2 2026 Jul 31, 2026
Legacy Private Trust Co. History No change 32,008 1,845 0.1% 0.1% 383 0 0.0% Q2 2026 Jul 21, 2026
Alaska Wealth Advisors, LLC History No change 31,370 1,809 0.2% 0.2% 384 0 0.0% Q2 2026 Aug 11, 2026
MBM WEALTH CONSULTANTS, LLC History No change 31,187 1,798 0.35% 0.35% 385 0 0.0% Q2 2026 Jul 24, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 31,184 1,798 0.74% 0.74% 386 0 0.0% Q2 2026 Jul 16, 2026
MONEY CONCEPTS CAPITAL CORP History No change 31,029 1,789 0.08% 0.08% 387 0 0.0% Q2 2026 Aug 04, 2026
CSM Advisors, LLC History No change 30,642 1,767 0.04% 0.04% 388 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 30,594 1,764 0.09% 0.09% 389 0 0.0% Q2 2026 Jul 27, 2026
WHALEROCK POINT PARTNERS, LLC History No change 30,488 1,758 0.3% 0.3% 390 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 30,404 1,753 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 11, 2026
FF Advisors,LLC History No change 30,132 1,737 0.65% 0.65% 392 0 0.0% Q2 2026 Jul 29, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 29,584 1,706 0.16% 0.16% 393 0 0.0% Q2 2026 Jul 22, 2026
DELTEC ASSET MANAGEMENT LLC History No change 29,330 1,691 0.25% 0.25% 394 0 0.0% Q2 2026 Jul 21, 2026
Bison Wealth, LLC History No change 29,606 1,689 0.16% 0.16% 395 0 0.0% Q2 2026 Jul 07, 2026
Advisory Services Network, LLC History No change 29,209 1,684 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 12, 2026
River Street Advisors LLC History No change 29,126 1,679 0.49% 0.49% 397 0 0.0% Q2 2026 Jul 21, 2026
Kroeger Financial Partners History No change 28,896 1,666 1.61% 1.61% 398 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 28,712 1,655 0.02% 0.02% 399 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 27,934 1,610 0.02% 0.02% 400 0 0.0% Q2 2026 Jul 14, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 27,864 1,606 0.44% 0.44% 401 0 0.0% Q2 2026 Jul 24, 2026
Legacy Wealth Partners, LLC History No change 27,737 1,599 0.36% 0.36% 402 0 0.0% Q2 2026 Jul 22, 2026
Armbruster Capital Management, Inc. History No change 27,209 1,569 0.23% 0.23% 403 0 0.0% Q2 2026 Jul 16, 2026
Values Added Financial LLC History No change 27,153 1,565 0.57% 0.57% 404 0 0.0% Q2 2026 Jul 27, 2026
Patriot Financial Group Insurance Agency, LLC History No change 27,103 1,563 0.16% 0.16% 405 0 0.0% Q2 2026 Jul 16, 2026
Northwest Bancshares, Inc. History No change 27,084 1,561 0.28% 0.28% 406 0 0.0% Q2 2026 Aug 14, 2026
South Shore Capital Advisors History No change 26,849 1,548 1.04% 1.04% 407 0 0.0% Q2 2026 Jul 30, 2026
Global Financial Private Client, LLC History No change 26,846 1,548 0.42% 0.42% 408 0 0.0% Q2 2026 Jul 20, 2026
Range Financial Group LLC History No change 26,652 1,537 0.42% 0.42% 409 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 26,496 1,528 0.25% 0.25% 410 0 0.0% Q2 2026 Jul 24, 2026
Drucker Wealth 3.0, LLC History No change 26,360 1,520 0.24% 0.24% 411 0 0.0% Q2 2026 Jul 13, 2026
Regal Investment Advisors LLC History No change 26,319 1,517 0.08% 0.08% 412 0 0.0% Q2 2026 Aug 14, 2026
Beckerman Institutional, LLC History No change 26,187 1,510 0.72% 0.72% 413 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 25,812 1,488 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
Navigation Group, LLC History No change 25,578 1,475 0.29% 0.29% 415 0 0.0% Q2 2026 Jul 29, 2026
Tidal Investments LLC History No change 25,479 1,469 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 25,347 1,461 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 24, 2026
Integrity Wealth Solutions LLC History No change 24,925 1,437 0.53% 0.53% 418 0 0.0% Q2 2026 Jul 30, 2026
VestGen Advisors, LLC History No change 24,858 1,433 0.04% 0.04% 419 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 24,834 1,432 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 05, 2026
Kagan Cocozza Asset Management History No change 24,743 1,426 0.89% 0.89% 421 0 0.0% Q2 2026 Aug 06, 2026
Moors & Cabot, Inc. History No change 24,724 1,425 0.06% 0.06% 422 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 24,686 1,423 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 07, 2026
Zinnia Wealth Advisory, LLC History No change 24,496 1,412 1.44% 1.44% 424 0 0.0% Q2 2026 Jul 30, 2026
Lee, Kelleher & Klein Wealth Management History No change 24,248 1,398 0.73% 0.73% 425 0 0.0% Q2 2026 Jul 10, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 24,239 1,397 0.79% 0.79% 426 0 0.0% Q2 2026 Aug 10, 2026
Breachway Investments LLC History No change 24,165 1,393 2.1% 2.1% 427 0 0.0% Q2 2026 Jul 13, 2026
Eldridge Investment Advisors, Inc. History No change 24,137 1,391 0.28% 0.28% 428 0 0.0% Q2 2026 Aug 10, 2026
Strategic Blueprint, LLC History No change 24,123 1,391 0.07% 0.07% 429 0 0.0% Q2 2026 Jul 23, 2026
Orin Green Financial, LLC History No change 23,502 1,355 0.5% 0.5% 430 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 23,307 1,344 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 22,719 1,310 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 12, 2026
SYON CAPITAL LLC History No change 22,590 1,302 0.06% 0.06% 433 0 0.0% Q2 2026 Aug 14, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 22,425 1,293 0.36% 0.36% 434 0 0.0% Q2 2026 Aug 12, 2026
SFG Wealth Management, LLC. History No change 22,314 1,286 0.46% 0.46% 435 0 0.0% Q2 2026 Jul 22, 2026
GeoWealth Management, LLC History No change 22,272 1,284 0.04% 0.04% 436 0 0.0% Q2 2026 Jul 30, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 22,272 1,284 0.31% 0.31% 437 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 22,117 1,275 0.1% 0.1% 438 0 0.0% Q2 2026 Aug 06, 2026
Venturi Wealth Management, LLC History No change 22,100 1,274 0.05% 0.05% 439 0 0.0% Q2 2026 Jul 20, 2026
DEUTSCHE BANK AG\ History No change 21,986 1,267 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 21,861 1,260 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 14, 2026
NOVUS ADVISORS, LLC History No change 21,650 1,248 2.6% 2.6% 442 0 0.0% Q2 2026 Jul 27, 2026
Caitlin John, LLC History No change 21,613 1,246 0.68% 0.68% 443 0 0.0% Q2 2026 Aug 17, 2026
Keener Financial Planning LLC History No change 21,467 1,238 0.44% 0.44% 444 0 0.0% Q2 2026 Jul 31, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 21,344 1,230 0.84% 0.84% 445 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 21,236 1,224 0.1% 0.1% 446 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 20,810 1,200 0.16% 0.16% 447 0 0.0% Q2 2026 Aug 04, 2026
Nikulski Financial, Inc. History No change 20,681 1,192 0.26% 0.26% 448 0 0.0% Q2 2026 Jul 28, 2026
Financial Network Wealth Advisors LLC History No change 20,668 1,191 1.21% 1.21% 449 0 0.0% Q2 2026 Jul 29, 2026
Sharkey, Howes & Javer History No change 20,540 1,184 0.14% 0.14% 450 0 0.0% Q2 2026 Jul 09, 2026
SAX WEALTH ADVISORS, LLC History No change 24,225 1,170 0.05% 0.05% 451 0 0.0% Q2 2026 Jul 09, 2026
Go Invest LLC History No change 20,273 1,169 0.27% 0.27% 452 0 0.0% Q2 2026 Aug 05, 2026
Ranch Capital Advisors Inc. History No change 20,122 1,160 0.37% 0.37% 453 0 0.0% Q2 2026 Aug 03, 2026
SWMG, LLC History No change 20,261 1,144 0.27% 0.27% 454 0 0.0% Q2 2026 Jul 15, 2026
COMMERCE BANK History No change 19,816 1,142 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 19,812 1,142 0.02% 0.02% 456 0 0.0% Q2 2026 Jul 15, 2026
HORAN Wealth, LLC History No change 19,718 1,137 0.14% 0.14% 457 0 0.0% Q2 2026 Aug 26, 2026
Delta Wealth Advisors LLC History No change 19,671 1,134 0.81% 0.81% 458 0 0.0% Q2 2026 Jul 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 19,594 1,129 0.21% 0.21% 459 0 0.0% Q2 2026 Aug 06, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 19,571 1,128 0.09% 0.09% 460 0 0.0% Q2 2026 Aug 14, 2026
WULFF, HANSEN & CO. History No change 19,235 1,109 0.85% 0.85% 461 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 19,123 1,102 0.1% 0.1% 462 0 0.0% Q2 2026 Jul 24, 2026
Seaside Wealth Management, Inc. History No change 19,051 1,098 0.27% 0.27% 463 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 19,032 1,097 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 14, 2026
Axis Wealth Partners, LLC History No change 18,930 1,091 0.52% 0.52% 465 0 0.0% Q2 2026 Jul 28, 2026
NORDEN GROUP LLC History No change 18,911 1,090 0.09% 0.09% 466 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 18,888 1,089 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 18,884 1,089 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 18,889 1,089 0.07% 0.07% 469 0 0.0% Q2 2026 Jul 20, 2026
Planning Strategies Inc. History Reduced 20,563 1,086 0.64% 0.85% 470 -3,004 -12.75% Q3 2026 Oct 02, 2026
Pitcairn Wealth Advisors LLC History No change 18,448 1,063 0.12% 0.12% 471 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History No change 18,252 1,052 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 18,222 1,050 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 15, 2026
Maridea Wealth Management LLC History No change 18,044 1,040 0.11% 0.11% 474 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 18,013 1,038 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 14, 2026
Bernicke Wealth Management, Ltd. History No change 17,959 1,035 0.12% 0.12% 476 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 17,798 1,026 0.0% 0.0% 477 0 0.0% Q2 2026 Sep 02, 2026
Summit Financial Strategies, Inc. History No change 17,790 1,025 0.07% 0.07% 478 0 0.0% Q2 2026 Jul 24, 2026
CCG WEALTH MANAGEMENT, LLC History No change 17,636 1,017 0.24% 0.24% 479 0 0.0% Q2 2026 Aug 07, 2026
Elgethun Capital Management History No change 17,632 1,016 0.14% 0.14% 480 0 0.0% Q2 2026 Jul 29, 2026
Redwood Financial Network Corp History No change 17,506 1,009 0.56% 0.56% 481 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST Co History No change 17,458 1,006 0.03% 0.03% 482 0 0.0% Q2 2026 Aug 03, 2026
Wall Capital Group, Inc. History No change 17,372 1,001 0.82% 0.82% 483 0 0.0% Q2 2026 Jul 24, 2026
Troutman Wealth Management, LLC History No change 17,354 1,000 0.77% 0.77% 484 0 0.0% Q2 2026 Aug 13, 2026
International Private Wealth Advisors LLC History No change 17,319 998 0.51% 0.51% 485 0 0.0% Q2 2026 Aug 07, 2026
CGN Advisors LLC History No change 17,096 985 0.07% 0.07% 486 0 0.0% Q2 2026 Jul 06, 2026
NWAM LLC History No change 17,069 984 0.05% 0.05% 487 0 0.0% Q2 2026 Jul 23, 2026
Opulen Financial Group LLC History No change 17,075 984 0.62% 0.62% 488 0 0.0% Q2 2026 Jul 27, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 17,013 981 1.5% 1.5% 489 0 0.0% Q2 2026 Jul 16, 2026
Comprehensive Money Management Services LLC History No change 16,795 968 0.61% 0.61% 490 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 16,760 966 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 11, 2026
Berman McAleer LLC History No change 16,652 960 0.11% 0.11% 492 0 0.0% Q2 2026 Jul 16, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 16,587 956 0.05% 0.05% 493 0 0.0% Q2 2026 Jul 31, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 16,505 951 0.04% 0.04% 494 0 0.0% Q2 2026 Aug 13, 2026
Worth Financial Advisory Group, LLC History No change 16,473 949 0.4% 0.4% 495 0 0.0% Q2 2026 Jul 30, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 16,442 948 0.36% 0.36% 496 0 0.0% Q2 2026 Jul 09, 2026
Downshift Financial, LLC History No change 16,427 947 0.43% 0.43% 497 0 0.0% Q2 2026 Aug 12, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 16,336 942 0.18% 0.18% 498 0 0.0% Q2 2026 Jul 09, 2026
F/m Investments LLC History No change 16,333 941 0.05% 0.05% 499 0 0.0% Q2 2026 Aug 05, 2026
BlueChip Wealth Advisors LLC History No change 16,142 930 0.35% 0.35% 500 0 0.0% Q2 2026 Jul 30, 2026
Aprio Wealth Management, LLC History No change 16,068 926 0.05% 0.05% 501 0 0.0% Q2 2026 Jul 24, 2026
Timmons Wealth Management, LLC History No change 16,017 923 0.68% 0.68% 502 0 0.0% Q2 2026 Aug 07, 2026
SageView Advisory Group, LLC History No change 15,997 922 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 10, 2026
BankPlus Trust Department History No change 15,760 908 0.21% 0.21% 504 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 15,663 903 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 03, 2026
Ascent Group, LLC History No change 15,656 902 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 15,634 901 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 07, 2026
American Trust History No change 15,617 900 0.07% 0.07% 508 0 0.0% Q2 2026 Aug 14, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 15,493 893 0.22% 0.22% 509 0 0.0% Q2 2026 Jul 10, 2026
Rossmore Private Capital History No change 15,475 892 0.07% 0.07% 510 0 0.0% Q2 2026 Jul 31, 2026
Vertex Planning Partners, LLC History No change 15,377 886 0.13% 0.13% 511 0 0.0% Q2 2026 Aug 14, 2026
Financial Synergies Wealth Advisors, Inc. History No change 15,370 886 0.08% 0.08% 512 0 0.0% Q2 2026 Jul 17, 2026
Aldebaran Financial Inc. History No change 15,027 866 0.7% 0.7% 513 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 14,890 858 0.3% 0.3% 514 0 0.0% Q2 2026 Jul 30, 2026
Columbia River Financial Group, LLC History No change 14,805 853 0.46% 0.46% 515 0 0.0% Q2 2026 Aug 13, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 14,716 848 0.24% 0.24% 516 0 0.0% Q2 2026 Aug 07, 2026
UNIVEST FINANCIAL Corp History No change 14,626 843 0.04% 0.04% 517 0 0.0% Q2 2026 Aug 07, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 14,575 840 0.22% 0.22% 518 0 0.0% Q2 2026 Jul 16, 2026
Fourth Dimension Wealth, LLC History No change 14,566 840 0.27% 0.27% 519 0 0.0% Q2 2026 Jul 31, 2026
Keystone Financial Group History No change 14,433 832 0.05% 0.05% 520 0 0.0% Q2 2026 Jul 29, 2026
Colonial River Investments, LLC History No change 14,421 831 0.24% 0.24% 521 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 14,381 829 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 27, 2026
WHITE PINE CAPITAL LLC History No change 14,240 821 0.19% 0.19% 523 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 14,124 814 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 11, 2026
Summit Investment Advisory Services, LLC History No change 14,118 814 0.2% 0.2% 525 0 0.0% Q2 2026 Jul 24, 2026
Valpey Financial Services, LLC History No change 14,100 813 0.48% 0.48% 526 0 0.0% Q2 2026 Aug 11, 2026
Sunburst Financial Group, LLC History No change 14,035 809 0.13% 0.13% 527 0 0.0% Q2 2026 Jul 08, 2026
Idaho Trust Co History No change 13,840 798 0.23% 0.23% 528 0 0.0% Q2 2026 Aug 06, 2026
Wealthspire Advisors, LLC History No change 13,654 787 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 13,643 786 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 03, 2026
E&G Advisors, LLC History No change 13,579 783 0.15% 0.15% 531 0 0.0% Q2 2026 Jul 23, 2026
Collaborative Wealth Managment Inc. History No change 13,578 783 0.33% 0.33% 532 0 0.0% Q2 2026 Aug 05, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 13,567 782 0.43% 0.43% 533 0 0.0% Q2 2026 Aug 13, 2026
Indie Asset Partners, LLC History No change 13,528 780 0.75% 0.75% 534 0 0.0% Q2 2026 Aug 07, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 13,508 778 0.1% 0.1% 535 0 0.0% Q2 2026 Jul 27, 2026
Advisor Resource Council History No change 13,629 778 0.22% 0.22% 536 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 13,452 775 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 13,437 774 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 14,615 773 0.02% 0.02% 539 -339 -2.27% Q3 2026 Oct 02, 2026
Outlook Wealth Advisors, LLC History No change 13,427 773 0.17% 0.17% 540 0 0.0% Q2 2026 Aug 03, 2026
LexAurum Advisors, LLC History No change 13,390 772 0.09% 0.09% 541 0 0.0% Q2 2026 Jul 15, 2026
Lifeworks Advisors, LLC History No change 13,394 772 0.08% 0.08% 542 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 13,336 769 0.04% 0.04% 543 0 0.0% Q2 2026 Jul 23, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 13,337 769 0.1% 0.1% 544 0 0.0% Q2 2026 Aug 14, 2026
MFA Wealth Services History No change 13,320 768 0.46% 0.46% 545 0 0.0% Q2 2026 Jul 21, 2026
Investment Planning Advisors, Inc. History No change 13,132 757 0.18% 0.18% 546 0 0.0% Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History No change 12,957 747 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 12,884 743 0.27% 0.27% 548 0 0.0% Q2 2026 Jul 30, 2026
Tilson Financial Group, Inc. History No change 12,850 741 0.2% 0.2% 549 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 12,822 739 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 13, 2026
VISTA INVESTMENT MANAGEMENT History No change 12,811 738 0.22% 0.22% 551 0 0.0% Q2 2026 Aug 12, 2026
Horizon Wealth Management, LLC History No change 12,671 730 0.09% 0.09% 552 0 0.0% Q2 2026 Aug 06, 2026
Louisiana State Employees Retirement System History No change 12,500 720 0.01% 0.01% 553 0 0.0% Q2 2026 Jul 21, 2026
October Effect Ltd History No change 12,350 712 0.67% 0.67% 554 0 0.0% Q2 2026 Jul 21, 2026
Tidemark, LLC History No change 12,301 709 0.16% 0.16% 555 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Network Inc. History No change 12,186 702 0.18% 0.18% 556 0 0.0% Q2 2026 Jul 20, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 12,351 701 0.1% 0.1% 557 0 0.0% Q2 2026 Aug 06, 2026
Third View Private Wealth, LLC History No change 12,113 698 0.09% 0.09% 558 0 0.0% Q2 2026 Jul 27, 2026
Essex Bank History No change 12,068 695 0.15% 0.15% 559 0 0.0% Q2 2026 Jul 23, 2026
Pettinga Financial Advisors LLC History No change 12,050 694 0.11% 0.11% 560 0 0.0% Q2 2026 Jul 09, 2026
Mengis Capital Management, Inc. History No change 11,990 691 0.11% 0.11% 561 0 0.0% Q2 2026 Jul 28, 2026
CENTAURUS FINANCIAL, INC. History No change 11,910 687 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 17, 2026
Symphony Financial, Ltd. Co. History No change 11,859 681 0.07% 0.07% 563 0 0.0% Q2 2026 Aug 03, 2026
FULTON BANK, N.A. History No change 11,720 675 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 09, 2026
Apella Capital, LLC History No change 11,910 673 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 08, 2026
Graney & King, LLC History No change 11,608 669 0.24% 0.24% 566 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 11,474 661 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 11,454 660 0.05% 0.05% 568 0 0.0% Q2 2026 Jul 07, 2026
Fingerlakes Wealth Management, Inc. History No change 11,439 659 0.35% 0.35% 569 0 0.0% Q2 2026 Jul 23, 2026
McGuire Investment Group, LLC History No change 11,357 654 0.06% 0.06% 570 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 11,323 653 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 18, 2026
Brown Financial Advisory History No change 11,331 653 0.27% 0.27% 572 0 0.0% Q2 2026 Jul 28, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 11,329 653 0.2% 0.2% 573 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 11,315 649 0.05% 0.05% 574 0 0.0% Q2 2026 Aug 07, 2026
Bank of Marin History No change 11,213 646 0.45% 0.45% 575 0 0.0% Q2 2026 Aug 13, 2026
WealthPoint Financial, LLC History No change 11,215 646 0.47% 0.47% 576 0 0.0% Q2 2026 Aug 06, 2026
Tennessee Valley Asset Management Partners History No change 11,161 643 0.07% 0.07% 577 0 0.0% Q2 2026 Aug 10, 2026
LYNCH & ASSOCIATES/IN History No change 11,114 640 0.11% 0.11% 578 0 0.0% Q2 2026 Jul 13, 2026
STEPHENS INC /AR/ History No change 11,086 639 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 29, 2026
Range Advisory, LLC History No change 10,853 625 0.07% 0.07% 580 0 0.0% Q2 2026 Sep 02, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 10,750 622 0.49% 0.49% 581 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Financial Group, Inc. History No change 10,785 621 0.09% 0.09% 582 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 10,724 618 0.43% 0.43% 583 0 0.0% Q2 2026 Jul 24, 2026
McClarren Financial Advisors, Inc. History No change 10,713 617 0.32% 0.32% 584 0 0.0% Q2 2026 Jul 17, 2026
Alliance Wealth Advisors, LLC /UT History No change 10,693 616 0.12% 0.12% 585 0 0.0% Q2 2026 Jul 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 10,669 615 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 10,536 607 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 10, 2026
PKS Advisory Services, LLC History No change 10,372 598 0.1% 0.1% 588 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 10,347 596 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 28, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 10,346 596 0.11% 0.11% 590 0 0.0% Q2 2026 Jul 13, 2026
Templeton & Phillips Capital Management, LLC History No change 10,319 595 0.43% 0.43% 591 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 10,297 593 0.14% 0.14% 592 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Gaunt Capital Management, LLC History No change 10,295 593 0.33% 0.33% 593 0 0.0% Q2 2026 Aug 14, 2026
Guardian Asset Advisors, LLC History No change 10,259 591 0.27% 0.27% 594 0 0.0% Q2 2026 Jul 21, 2026
BCS Wealth Management History No change 10,200 588 0.11% 0.11% 595 0 0.0% Q2 2026 Jul 16, 2026
Montis Financial, LLC History No change 10,122 583 0.12% 0.12% 596 0 0.0% Q2 2026 Aug 05, 2026
WBI INVESTMENTS, LLC History No change 10,091 581 0.14% 0.14% 597 0 0.0% Q2 2026 Aug 11, 2026
Second Line Capital, LLC History No change 10,074 580 0.11% 0.11% 598 0 0.0% Q2 2026 Sep 02, 2026
ACT Advisors, LLC. History No change 10,046 579 0.19% 0.19% 599 0 0.0% Q2 2026 Jul 22, 2026
MAYPORT, LLC History No change 10,000 576 0.09% 0.09% 600 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History No change 9,985 575 0.06% 0.06% 601 0 0.0% Q2 2026 Jul 30, 2026
Mystic Asset Management, Inc. History No change 9,980 575 0.12% 0.12% 602 0 0.0% Q2 2026 Aug 11, 2026
Aegis Wealth Management, Inc. History No change 9,696 559 0.36% 0.36% 603 0 0.0% Q2 2026 Jul 16, 2026
Vawter Financial, Ltd. History No change 9,667 557 0.21% 0.21% 604 0 0.0% Q2 2026 Jul 24, 2026
Legacy Advisors, LLC History No change 9,475 546 0.05% 0.05% 605 0 0.0% Q2 2026 Jul 24, 2026
MMA ASSET MANAGEMENT LLC History No change 9,436 544 0.17% 0.17% 606 0 0.0% Q2 2026 Aug 04, 2026
Curi Capital, LLC History No change 9,430 543 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 9,379 540 0.03% 0.03% 608 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 9,348 539 0.09% 0.09% 609 0 0.0% Q2 2026 Jul 10, 2026
Sand Hill Global Advisors, LLC History No change 9,276 534 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 9,229 532 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 9,213 531 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 06, 2026
Sterling Wealth Management, Inc. History No change 9,221 531 0.13% 0.13% 613 0 0.0% Q2 2026 Jul 30, 2026
E6 Portfolios, LLC History No change 9,218 531 0.42% 0.42% 614 0 0.0% Q2 2026 Aug 10, 2026
Grove Bank & Trust History No change 9,192 530 0.05% 0.05% 615 0 0.0% Q2 2026 Jul 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,186 529 0.04% 0.04% 616 0 0.0% Q2 2026 Aug 04, 2026
Wallace Advisory Group, LLC History No change 9,163 528 0.5% 0.5% 617 0 0.0% Q2 2026 Aug 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 9,155 527 0.01% 0.01% 618 0 0.0% Q2 2026 Jul 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 8,992 518 0.21% 0.21% 619 0 0.0% Q2 2026 Aug 07, 2026
Parcion Private Wealth LLC History No change 8,980 517 0.03% 0.03% 620 0 0.0% Q2 2026 Jul 27, 2026
Latitude Advisors, LLC History No change 8,904 513 0.2% 0.2% 621 0 0.0% Q2 2026 Jul 27, 2026
Wescott Financial Advisory Group, LLC History No change 8,863 511 0.04% 0.04% 622 0 0.0% Q2 2026 Aug 04, 2026
Caldwell Trust Co History No change 8,862 511 0.04% 0.04% 623 0 0.0% Q2 2026 Aug 03, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 8,733 503 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 14, 2026
Security Financial Services, INC. History No change 8,701 501 0.07% 0.07% 625 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8,676 500 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 28, 2026
Aureum Wealth Management, LLC History No change 8,683 500 0.31% 0.31% 627 0 0.0% Q2 2026 Jul 22, 2026
PFG Advisors History No change 8,660 499 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 16, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 8,642 498 0.23% 0.23% 629 0 0.0% Q2 2026 Jul 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 8,574 494 0.35% 0.35% 630 0 0.0% Q2 2026 Aug 11, 2026
VCI Wealth Management LLC History No change 8,558 493 0.12% 0.12% 631 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 8,501 490 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 8,507 490 0.26% 0.26% 633 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 8,498 490 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 8,470 488 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 14, 2026
Laraway Financial Advisors Inc History No change 8,449 487 0.3% 0.3% 636 0 0.0% Q2 2026 Aug 03, 2026
Elite Financial, Inc. History No change 8,454 487 0.2% 0.2% 637 0 0.0% Q2 2026 Aug 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 8,438 486 0.09% 0.09% 638 0 0.0% Q2 2026 Jul 21, 2026
Horizon Investments, LLC History No change 8,442 486 0.01% 0.01% 639 0 0.0% Q2 2026 Aug 13, 2026
American Investment Services, Inc. History No change 8,374 482 0.1% 0.1% 640 0 0.0% Q2 2026 Aug 12, 2026
ERn Financial, LLC History No change 8,353 481 0.08% 0.08% 641 0 0.0% Q2 2026 Jul 23, 2026
Keudell/Morrison Wealth Management History No change 8,352 481 0.09% 0.09% 642 0 0.0% Q2 2026 Jul 15, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 8,338 480 0.05% 0.05% 643 0 0.0% Q2 2026 Jul 07, 2026
Verdence Capital Advisors LLC History No change 8,306 478 0.03% 0.03% 644 0 0.0% Q2 2026 Jul 29, 2026
Compound Planning, Inc. History No change 8,193 472 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,181 471 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 13, 2026
Curry Webb Wealth Management LLC History No change 8,177 471 0.2% 0.2% 647 0 0.0% Q2 2026 Aug 13, 2026
Center For Asset Management LLC History No change 8,060 464 0.21% 0.21% 648 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 8,009 461 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,109 458 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 27, 2026
WealthTrak Capital Management LLC History No change 7,956 458 0.3% 0.3% 651 0 0.0% Q2 2026 Aug 04, 2026
Oath Planning, LLC History No change 7,941 457 0.34% 0.34% 652 0 0.0% Q2 2026 Jul 24, 2026
Oakwell Private Wealth Management, LLC History No change 7,911 456 0.08% 0.08% 653 0 0.0% Q2 2026 Aug 03, 2026
HARMONY ASSET MANAGEMENT LLC History No change 7,920 456 0.12% 0.12% 654 0 0.0% Q2 2026 Jul 20, 2026
First Heartland Consultants, Inc. History No change 7,902 455 0.03% 0.03% 655 0 0.0% Q2 2026 Jul 08, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 7,897 455 0.06% 0.06% 656 0 0.0% Q2 2026 Jul 20, 2026
Kelly Financial Services LLC History No change 7,868 453 0.1% 0.1% 657 0 0.0% Q2 2026 Jul 14, 2026
Tyche Wealth Partners LLC History No change 7,805 450 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 06, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 7,788 449 0.11% 0.11% 659 0 0.0% Q2 2026 Jul 24, 2026
Fusion Family Wealth, LLC History No change 7,727 445 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 07, 2026
Astoria Portfolio Advisors LLC. History No change 7,710 444 0.07% 0.07% 661 0 0.0% Q2 2026 Jul 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 7,569 436 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 7,535 434 0.32% 0.32% 663 0 0.0% Q2 2026 Jul 31, 2026
Sandy Cove Advisors, LLC History No change 7,536 434 0.11% 0.11% 664 0 0.0% Q2 2026 Jul 07, 2026
Triumph Capital Management History No change 7,464 430 0.08% 0.08% 665 0 0.0% Q2 2026 Jul 20, 2026
Balboa Wealth Partners History No change 7,431 428 0.06% 0.06% 666 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 7,416 427 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 11, 2026
Apeiron RIA LLC History No change 7,417 427 0.11% 0.11% 668 0 0.0% Q2 2026 Jul 16, 2026
Sankala Group LLC History No change 7,419 426 0.28% 0.28% 669 0 0.0% Q2 2026 Aug 18, 2026
IEQ CAPITAL, LLC History No change 7,341 423 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 11, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 7,289 420 0.12% 0.12% 671 0 0.0% Q2 2026 Jul 24, 2026
MONEYWISE, INC. History No change 7,272 419 0.16% 0.16% 672 0 0.0% Q2 2026 Jul 21, 2026
Spectrum Planning & Advisory Services Inc. History No change 7,271 419 0.19% 0.19% 673 0 0.0% Q2 2026 Jul 14, 2026
WORLD EQUITY GROUP, INC. History No change 7,253 418 0.09% 0.09% 674 0 0.0% Q2 2026 Jul 09, 2026
William Mack & Associates, Inc. History No change 7,260 418 0.15% 0.15% 675 0 0.0% Q2 2026 Jul 10, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 7,174 413 0.09% 0.09% 676 0 0.0% Q2 2026 Jul 17, 2026
PCG Wealth Advisors, LLC History No change 7,130 411 0.09% 0.09% 677 0 0.0% Q2 2026 Aug 03, 2026
YHB Investment Advisors, Inc. History No change 7,111 410 0.03% 0.03% 678 0 0.0% Q2 2026 Jul 14, 2026
Kovack Advisors, Inc. History No change 7,131 409 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 7,082 408 0.02% 0.02% 680 0 0.0% Q2 2026 Aug 07, 2026
Acorn Wealth Advisors, LLC History No change 7,092 408 0.1% 0.1% 681 0 0.0% Q2 2026 Jul 30, 2026
PCB Capital LLC History No change 7,052 406 0.49% 0.49% 682 0 0.0% Q2 2026 Jul 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 7,025 405 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 20, 2026
PSI Advisors, LLC History No change 7,015 404 0.09% 0.09% 684 0 0.0% Q2 2026 Aug 03, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 7,001 403 0.19% 0.19% 685 0 0.0% Q2 2026 Aug 18, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 6,984 402 0.1% 0.1% 686 0 0.0% Q2 2026 Jul 30, 2026
High Probability Advisors, LLC History No change 6,977 402 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 13, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 6,968 401 0.08% 0.08% 688 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 6,941 400 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 15, 2026
Intrepid Financial Planning Group LLC History No change 6,949 400 0.14% 0.14% 690 0 0.0% Q2 2026 Aug 12, 2026
Spartan Planning & Wealth Management History No change 6,946 400 0.27% 0.27% 691 0 0.0% Q2 2026 Jul 22, 2026
Sunpointe, LLC History No change 6,935 399 0.11% 0.11% 692 0 0.0% Q2 2026 Jul 24, 2026
Venture Visionary Partners LLC History No change 6,904 398 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 27, 2026
Carr Financial Group Corp History No change 6,864 395 0.09% 0.09% 694 0 0.0% Q2 2026 Aug 06, 2026
Avantax Planning Partners, Inc. History No change 6,845 394 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 28, 2026
FIDELITY D & D BANCORP INC History No change 6,848 394 0.14% 0.14% 696 0 0.0% Q2 2026 Aug 05, 2026
Paragon Advisors, LLC History No change 6,849 394 0.08% 0.08% 697 0 0.0% Q2 2026 Jul 29, 2026
Keel Point, LLC History No change 6,813 392 0.02% 0.02% 698 0 0.0% Q2 2026 Aug 14, 2026
January Capital Advisors LLC History No change 6,803 392 0.33% 0.33% 699 0 0.0% Q2 2026 Aug 25, 2026
OpenArc Corporate Advisory, LLC History No change 6,813 392 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 05, 2026
Hopwood Financial Services, Inc. History No change 6,778 390 0.23% 0.23% 701 0 0.0% Q2 2026 Jul 22, 2026
OPTIMA CAPITAL LLC History No change 6,751 389 0.15% 0.15% 702 0 0.0% Q2 2026 Jul 24, 2026
Richard W. Paul & Associates, LLC History No change 6,699 386 0.12% 0.12% 703 0 0.0% Q2 2026 Aug 10, 2026
Narus Financial Partners, LLC History No change 6,689 385 0.1% 0.1% 704 0 0.0% Q2 2026 Jul 31, 2026
PAX Financial Group, LLC History No change 6,677 385 0.06% 0.06% 705 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 6,668 384 0.01% 0.01% 706 0 0.0% Q2 2026 Jul 14, 2026
WealthPlan Investment Management, LLC History No change 6,653 383 0.02% 0.02% 707 0 0.0% Q2 2026 Jul 28, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 6,573 379 0.15% 0.15% 708 0 0.0% Q2 2026 Aug 10, 2026
Bridgelight Financial Advisors, Inc. History No change 6,567 378 0.26% 0.26% 709 0 0.0% Q2 2026 Jul 30, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,515 375 0.02% 0.02% 710 0 0.0% Q2 2026 Jul 27, 2026
EJMK Ventures LLC History No change 6,480 373 0.17% 0.17% 711 0 0.0% Q2 2026 Aug 06, 2026
Sherman Wealth Management LLC History No change 6,427 370 0.28% 0.28% 712 0 0.0% Q2 2026 Jul 09, 2026
USAdvisors Wealth Management, LLC History No change 6,370 367 0.11% 0.11% 713 0 0.0% Q2 2026 Jul 29, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 6,335 365 0.06% 0.06% 714 0 0.0% Q2 2026 Jul 21, 2026
Red Mountain Financial, LLC History No change 6,275 361 0.3% 0.3% 715 0 0.0% Q2 2026 Jul 21, 2026
BURLING WEALTH PARTNERS, LLC History No change 6,276 361 0.05% 0.05% 716 0 0.0% Q2 2026 Aug 04, 2026
Keebeck Wealth Management History No change 6,168 355 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 6,169 355 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 31, 2026
JDM Financial Group LLC History No change 6,129 353 0.12% 0.12% 719 0 0.0% Q2 2026 Aug 17, 2026
BLB&B Advisors, LLC History No change 6,059 349 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 05, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 6,000 346 0.04% 0.04% 721 0 0.0% Q2 2026 Aug 04, 2026
Barnes Dennig Private Wealth Management LLC History No change 5,985 345 0.28% 0.28% 722 0 0.0% Q2 2026 Jul 15, 2026
Lavaca Capital LLC History No change 5,972 344 0.03% 0.03% 723 0 0.0% Q2 2026 Aug 14, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 5,963 343 0.04% 0.04% 724 0 0.0% Q2 2026 Jul 07, 2026
HUB Investment Partners, LLC History No change 5,911 340 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 5,853 337 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History No change 5,828 336 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 09, 2026
MBE Wealth Management, LLC History No change 5,780 333 0.12% 0.12% 728 0 0.0% Q2 2026 Jul 24, 2026
Acropolis Investment Management, LLC History No change 5,742 331 0.01% 0.01% 729 0 0.0% Q2 2026 Jul 16, 2026
Argent Trust Co History No change 5,741 331 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 5,725 330 0.15% 0.15% 731 0 0.0% Q2 2026 Aug 07, 2026
Rock Point Advisors, LLC History No change 5,728 330 0.08% 0.08% 732 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 5,739 330 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 5,729 330 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 13, 2026
WELCH & FORBES LLC History No change 5,700 328 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 30, 2026
GUIDANCE CAPITAL, INC History No change 5,742 328 0.07% 0.07% 736 0 0.0% Q2 2026 Jul 20, 2026
Plan A Wealth LLC History No change 5,688 328 0.14% 0.14% 737 0 0.0% Q2 2026 Jul 14, 2026
Rehmann Capital Advisory Group History No change 5,663 326 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 20, 2026
Quest 10 Wealth Builders, Inc. History No change 5,649 325 0.25% 0.25% 739 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 5,632 324 0.03% 0.03% 740 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,570 321 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 23, 2026
Trek Financial, LLC History No change 5,579 321 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 5,562 320 0.02% 0.02% 743 0 0.0% Q2 2026 Aug 07, 2026
Optimist Retirement Group LLC History No change 5,564 320 0.12% 0.12% 744 0 0.0% Q2 2026 Aug 10, 2026
Aspen Wealth Management LLC History No change 5,527 318 0.05% 0.05% 745 0 0.0% Q2 2026 Jul 31, 2026
TSFG, LLC History No change 5,451 314 0.04% 0.04% 746 0 0.0% Q2 2026 Jul 23, 2026
First National Advisers, LLC History No change 5,453 314 0.04% 0.04% 747 0 0.0% Q2 2026 Jul 21, 2026
Apollon Financial, LLC History No change 5,447 314 0.04% 0.04% 748 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 5,388 310 0.03% 0.03% 749 0 0.0% Q2 2026 Aug 06, 2026
STOCK YARDS BANK & TRUST CO History No change 5,366 309 0.01% 0.01% 750 0 0.0% Q2 2026 Aug 19, 2026
Brio Consultants, LLC History No change 5,374 309 0.04% 0.04% 751 0 0.0% Q2 2026 Aug 12, 2026
Stegent Equity Advisors, Inc. History No change 5,371 309 0.22% 0.22% 752 0 0.0% Q2 2026 Jul 29, 2026
HBW ADVISORY SERVICES LLC History No change 5,349 308 0.03% 0.03% 753 0 0.0% Q2 2026 Jul 16, 2026
Mascagni Wealth Management, Inc. History No change 5,349 308 0.19% 0.19% 754 0 0.0% Q2 2026 Jul 31, 2026
Cranbrook Wealth Management, LLC History No change 5,326 307 0.06% 0.06% 755 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 5,336 307 0.03% 0.03% 756 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 5,272 304 0.02% 0.02% 757 0 0.0% Q2 2026 Aug 06, 2026
National Wealth Management Group, LLC History No change 5,237 302 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 14, 2026
Financial Solutions Advisory Group, Inc. History No change 5,330 301 0.04% 0.04% 759 0 0.0% Q2 2026 Jul 13, 2026
Duncan Williams Asset Management, LLC History No change 5,216 300 0.07% 0.07% 760 0 0.0% Q2 2026 Jul 22, 2026
Bernard Wealth Management Corp. History No change 5,202 300 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 21, 2026
Capital Asset Advisory Services LLC History No change 5,182 298 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 14, 2026
Trinity Wealth Management, LLC History No change 5,170 298 0.09% 0.09% 763 0 0.0% Q2 2026 Jul 07, 2026
Whitegate Investment Counselors, Inc. History No change 5,155 297 0.08% 0.08% 764 0 0.0% Q2 2026 Aug 10, 2026
Councilor Wealth, LLC History No change 5,136 296 0.12% 0.12% 765 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Financial, llc History No change 5,248 295 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 17, 2026
Milestone Asset Management Group, LLC History No change 5,106 294 0.15% 0.15% 767 0 0.0% Q2 2026 Jul 30, 2026
SENTINEL PENSION ADVISORS, LLC History No change 5,176 293 0.04% 0.04% 768 0 0.0% Q2 2026 Jul 23, 2026
ROMAN BUTLER FULLERTON & CO History No change 5,172 291 0.07% 0.07% 769 0 0.0% Q2 2026 Aug 06, 2026
Ketron Financial History No change 5,030 290 0.09% 0.09% 770 0 0.0% Q2 2026 Aug 05, 2026
Main Line Retirement Advisors, LLC History No change 5,005 288 0.13% 0.13% 771 0 0.0% Q2 2026 Jul 30, 2026
Dorsey & Whitney Trust CO LLC History No change 4,981 287 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 14, 2026
Integrity Financial Corp /WA History No change 4,943 285 0.14% 0.14% 773 0 0.0% Q2 2026 Jul 31, 2026
Beaumont Financial Advisors, LLC History No change 4,959 285 0.02% 0.02% 774 0 0.0% Q2 2026 Aug 04, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 4,939 284 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 4,920 283 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 07, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 4,896 282 0.09% 0.09% 777 0 0.0% Q2 2026 Jul 24, 2026
Kelman-Lazarov, Inc. History No change 4,878 281 0.04% 0.04% 778 0 0.0% Q2 2026 Aug 10, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 4,861 280 0.07% 0.07% 779 0 0.0% Q2 2026 Jul 09, 2026
DV Trading LLC History No change 4,849 279 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 4,736 273 0.02% 0.02% 781 0 0.0% Q2 2026 Jul 07, 2026
Hamilton Wealth, LLC History No change 4,721 272 0.05% 0.05% 782 0 0.0% Q2 2026 Aug 06, 2026
Kraft, Davis & Associates, LLC History No change 4,820 269 0.06% 0.06% 783 0 0.0% Q2 2026 Jul 09, 2026
Factor Wealth Management LTD History No change 4,674 269 0.04% 0.04% 784 0 0.0% Q2 2026 Jul 07, 2026
Snowden Capital Advisors LLC History No change 4,636 267 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 13, 2026
Strategies Wealth Advisors, LLC History No change 4,614 266 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 14, 2026
RCW Management, LLC History No change 4,619 266 0.24% 0.24% 787 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 4,597 265 0.02% 0.02% 788 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 4,671 264 0.05% 0.05% 789 0 0.0% Q2 2026 Aug 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,591 264 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 05, 2026
Stanich Group LLC History No change 4,570 263 0.17% 0.17% 791 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 4,503 259 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 4,500 259 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 18, 2026
Strategic Investment Advisors / MI History No change 4,484 258 0.02% 0.02% 794 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 4,488 258 0.01% 0.01% 795 0 0.0% Q2 2026 Jul 24, 2026
Counterweight Ventures, LLC History No change 4,489 258 0.13% 0.13% 796 0 0.0% Q2 2026 Jul 23, 2026
Professional Financial Advisors, LLC History No change 4,471 257 0.04% 0.04% 797 0 0.0% Q2 2026 Jul 09, 2026
Freestone Capital Holdings, LLC History No change 4,445 256 0.01% 0.01% 798 0 0.0% Q2 2026 Jul 31, 2026
GSG Advisors LLC History No change 4,448 256 0.06% 0.06% 799 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 4,554 255 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 29, 2026
Mesirow Financial Investment Management, Inc. History No change 4,356 251 0.0% 0.0% 801 0 0.0% Q2 2026 Jul 22, 2026
Wealthquest Corp History No change 4,329 249 0.02% 0.02% 802 0 0.0% Q2 2026 Jul 23, 2026
Guardian Wealth Advisors, LLC History No change 4,335 249 0.12% 0.12% 803 0 0.0% Q2 2026 Aug 05, 2026
FIRST FOUNDATION ADVISORS History No change 4,312 248 0.01% 0.01% 804 0 0.0% Q2 2026 Aug 14, 2026
Accretive Wealth Partners, LLC History No change 4,293 247 0.06% 0.06% 805 0 0.0% Q2 2026 Jul 29, 2026
STEVENS CAPITAL PARTNERS History No change 4,280 246 0.05% 0.05% 806 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 4,282 246 0.06% 0.06% 807 0 0.0% Q2 2026 Jul 20, 2026
Fonville Wealth Management LLC History No change 4,267 246 0.04% 0.04% 808 0 0.0% Q2 2026 Jul 28, 2026
Vident Advisory, LLC History No change 4,256 245 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 12, 2026
Forza Wealth Management, LLC History No change 4,249 245 0.08% 0.08% 810 0 0.0% Q2 2026 Jul 17, 2026
Independence Bank of Kentucky History No change 4,233 244 0.03% 0.03% 811 0 0.0% Q2 2026 Jul 13, 2026
Buska Wealth Management, LLC History No change 4,226 243 0.09% 0.09% 812 0 0.0% Q2 2026 Jul 10, 2026
Capital Investment Advisors, LLC History No change 4,209 242 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 06, 2026
Marion Wealth Management History No change 4,201 242 0.05% 0.05% 814 0 0.0% Q2 2026 Jul 16, 2026
Capital Squared Financial LLC History No change 4,193 241 0.16% 0.16% 815 0 0.0% Q2 2026 Jul 21, 2026
Ethic Inc. History No change 4,174 240 0.0% 0.0% 816 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Consulting Group, LLC History No change 4,167 240 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 4,143 238 0.02% 0.02% 818 0 0.0% Q2 2026 Jul 13, 2026
Round Rock Advisors LLC History No change 4,085 235 0.03% 0.03% 819 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 4,046 233 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 23, 2026
PINNACLE ASSOCIATES LTD History No change 4,036 232 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 03, 2026
POWER WEALTH MANAGEMENT LLC History No change 3,999 230 0.08% 0.08% 822 0 0.0% Q2 2026 Aug 03, 2026
Elevation Wealth Management LLC History No change 3,994 230 0.17% 0.17% 823 0 0.0% Q2 2026 Jul 29, 2026
Certified Advisory Corp History No change 3,966 228 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 16, 2026
Financial Strategies Group, Inc. History No change 4,009 228 0.04% 0.04% 825 0 0.0% Q2 2026 Aug 10, 2026
S.A. Mason LLC History No change 3,954 228 0.07% 0.07% 826 0 0.0% Q2 2026 Jul 31, 2026
Madison Wealth Partners, Inc History No change 3,936 227 0.03% 0.03% 827 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 3,919 226 0.03% 0.03% 828 0 0.0% Q2 2026 Jul 23, 2026
Warner Group LLC History No change 3,935 226 0.06% 0.06% 829 0 0.0% Q2 2026 Jul 27, 2026
NorthCrest Asset Manangement, LLC History No change 3,979 225 0.01% 0.01% 830 0 0.0% Q2 2026 Jul 15, 2026
Quadcap Wealth Management, LLC History No change 3,906 225 0.02% 0.02% 831 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Investment Partners, Inc. History No change 3,898 224 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 13, 2026
Well Done, LLC History No change 3,900 224 0.03% 0.03% 833 0 0.0% Q2 2026 Jul 24, 2026
Five Oceans Advisors History No change 3,887 224 0.07% 0.07% 834 0 0.0% Q2 2026 Jul 15, 2026
Objective Capital Management, LLC History No change 3,893 224 0.2% 0.2% 835 0 0.0% Q2 2026 Jul 20, 2026
WEDBUSH SECURITIES INC History No change 3,874 223 0.01% 0.01% 836 0 0.0% Q2 2026 Jul 28, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 3,879 223 0.02% 0.02% 837 0 0.0% Q2 2026 Sep 02, 2026
Zhang Financial LLC History No change 3,859 222 0.01% 0.01% 838 0 0.0% Q2 2026 Jul 30, 2026
Performance Wealth Partners, LLC History No change 3,850 222 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 07, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,821 220 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 3,811 219 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 23, 2026
FreeGulliver LLC History No change 3,784 218 0.08% 0.08% 842 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,774 217 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 28, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,769 217 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 06, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,761 216 0.01% 0.01% 845 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 3,747 216 0.03% 0.03% 846 0 0.0% Q2 2026 Jul 09, 2026
NCM Capital Management, LLC History No change 3,736 215 0.07% 0.07% 847 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,727 214 0.13% 0.13% 848 0 0.0% Q2 2026 Jul 21, 2026
Rooted Wealth Advisors, Inc. History No change 3,703 213 0.05% 0.05% 849 0 0.0% Q2 2026 Jul 28, 2026
Amplius Wealth Advisors, LLC History No change 3,684 212 0.02% 0.02% 850 0 0.0% Q2 2026 Jul 17, 2026
Diligent Investors, LLC History No change 3,670 211 0.05% 0.05% 851 0 0.0% Q2 2026 Jul 24, 2026
Hopwood Nicholas Hunter History No change 3,659 211 0.06% 0.06% 852 0 0.0% Q2 2026 Aug 14, 2026
Flagship Private Wealth, LLC History No change 3,610 208 0.07% 0.07% 853 0 0.0% Q2 2026 Aug 04, 2026
Ignite Planners, LLC History No change 3,621 208 0.03% 0.03% 854 0 0.0% Q2 2026 Jul 23, 2026
Kestra Investment Management, LLC History No change 3,593 207 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 05, 2026
Fox Financial, Inc History No change 3,590 207 0.14% 0.14% 856 0 0.0% Q2 2026 Aug 04, 2026
FSA Advisors, Inc. History No change 3,585 206 0.09% 0.09% 857 0 0.0% Q2 2026 Aug 17, 2026
Rockline Wealth Management, LLC History No change 3,542 204 0.04% 0.04% 858 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,499 202 0.05% 0.05% 859 0 0.0% Q2 2026 Jul 30, 2026
TCTC Holdings, LLC History No change 3,514 202 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 11, 2026
Broadway Wealth Solutions, Inc. History No change 3,515 202 0.09% 0.09% 861 0 0.0% Q2 2026 Jul 13, 2026
New England Private Wealth Advisors LLC History No change 3,579 201 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 3,496 201 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 3,335 192 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 10, 2026
Madison Park Capital Advisors, LLC History No change 10,000 185 0.13% 0.13% 865 0 0.0% Q2 2026 Jul 07, 2026
Russell Investments Group, Ltd. History No change 3,128 180 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 3,111 179 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 3,075 177 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 2,998 172 0.05% 0.05% 869 0 0.0% Q2 2026 Aug 03, 2026
First Pacific Financial History No change 2,946 169 0.02% 0.02% 870 0 0.0% Q2 2026 Jul 20, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 2,938 169 0.11% 0.11% 871 0 0.0% Q2 2026 Jul 06, 2026
Cape Investment Advisory, Inc. History No change 2,919 168 0.04% 0.04% 872 0 0.0% Q2 2026 Jul 23, 2026
GGM Financial LLC History No change 2,886 166 0.06% 0.06% 873 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History No change 2,831 163 0.01% 0.01% 874 0 0.0% Q2 2026 Jul 07, 2026
MidFirst Bank History No change 2,825 162 0.01% 0.01% 875 0 0.0% Q2 2026 Aug 07, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,720 156 0.02% 0.02% 876 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 2,666 153 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 13, 2026
Joseph Group Capital Management History No change 2,649 152 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 2,642 152 0.03% 0.03% 879 0 0.0% Q2 2026 Jul 10, 2026
Park Place Capital Corp History No change 2,616 150 0.02% 0.02% 880 0 0.0% Q2 2026 Aug 13, 2026
Piscataqua Savings Bank History No change 2,500 144 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 09, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,480 143 0.01% 0.01% 882 0 0.0% Q2 2026 Aug 03, 2026
Paladin Advisory Group, LLC History No change 2,437 140 0.09% 0.09% 883 0 0.0% Q2 2026 Jul 28, 2026
SIMA Wealth Partners, LLC History No change 2,444 140 0.1% 0.1% 884 0 0.0% Q2 2026 Jul 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,374 136 0.03% 0.03% 885 0 0.0% Q2 2026 Sep 02, 2026
Dogwood Wealth Management LLC History No change 2,343 135 0.05% 0.05% 886 0 0.0% Q2 2026 Jul 06, 2026
WHITTIER TRUST CO History No change 2,324 132 0.0% 0.0% 887 0 0.0% Q2 2026 Jul 27, 2026
Capital Advisors, Ltd. LLC History No change 2,278 131 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 16, 2026
BESSEMER GROUP INC History No change 2,193 127 0.0% 0.0% 889 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 2,194 126 0.02% 0.02% 890 0 0.0% Q2 2026 Aug 14, 2026
Topsail Wealth Management, LLC History No change 2,170 125 0.02% 0.02% 891 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 2,005 115 0.03% 0.03% 892 0 0.0% Q2 2026 Jul 24, 2026
Smithfield Trust Co History No change 2,081 114 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 05, 2026
Medallion Wealth Advisors, LLC History No change 1,958 112 0.04% 0.04% 894 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,824 105 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 04, 2026
BALLAST ADVISORS LLC History No change 1,838 105 0.03% 0.03% 896 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 1,831 105 0.01% 0.01% 897 0 0.0% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History No change 1,812 104 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 1,803 103 0.0% 0.0% 899 0 0.0% Q2 2026 Jul 15, 2026
Polaris Financial Partners History New 1,716 91 0.04% — 900 +1,716 New Q3 2026 Oct 02, 2026
Johnson Financial Group, Inc. History No change 1,560 89 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 1,554 89 0.05% 0.05% 902 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 1,536 88 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 13, 2026
Spectrum Wealth Advisory Group, LLC History No change 1,528 88 0.03% 0.03% 904 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,542 88 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 24, 2026
Anchor Investment Management, LLC History No change 1,463 84 0.01% 0.01% 906 0 0.0% Q2 2026 Sep 15, 2026
Balentine LLC History No change 1,425 82 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 06, 2026
PlanVest Financial, Inc History No change 1,365 78 0.05% 0.05% 908 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,340 77 0.01% 0.01% 909 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History No change 1,335 76 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Asset Management, LLC History No change 1,315 75 0.01% 0.01% 911 0 0.0% Q2 2026 Aug 11, 2026
Atomic Invest LLC History No change 1,267 72 0.01% 0.01% 912 0 0.0% Q2 2026 Sep 25, 2026
REAP Financial Group, LLC History No change 1,248 71 0.01% 0.01% 913 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Trust, LLC History No change 1,213 69 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 06, 2026
VIMA LLC History No change 1,169 67 0.07% 0.07% 915 0 0.0% Q2 2026 Jul 24, 2026
MeadowBrook Investment Advisors LLC History No change 1,150 66 0.05% 0.05% 916 0 0.0% Q2 2026 Jul 20, 2026
LifeSteps Financial, Inc. History No change 1,153 66 0.03% 0.03% 917 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 1,125 64 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 1,143 64 0.01% 0.01% 919 0 0.0% Q2 2026 Aug 04, 2026
TOMPKINS FINANCIAL CORP History No change 1,109 63 0.0% 0.0% 920 0 0.0% Q2 2026 Jul 15, 2026
Walsh & Associates, LLC History No change 1,088 62 0.05% 0.05% 921 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 1,075 61 0.0% 0.0% 922 0 0.0% Q2 2026 Jul 31, 2026
MCDONALD PARTNERS LLC History No change 1,031 59 0.01% 0.01% 923 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 1,033 59 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,034 59 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 14, 2026
Crewe Advisors LLC History No change 976 56 0.0% 0.0% 926 0 0.0% Q2 2026 Jul 23, 2026
Centennial Bank/AR/ History No change 973 56 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 940 54 0.02% 0.02% 928 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 949 54 0.01% 0.01% 929 0 0.0% Q2 2026 Aug 11, 2026
GILL CAPITAL PARTNERS, LLC History No change 914 52 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 20, 2026
Sachetta, LLC History No change 906 52 0.03% 0.03% 931 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Union Bankshares Corp History No change 895 51 0.0% 0.0% 932 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 891 51 0.0% 0.0% 933 0 0.0% Q2 2026 Jul 21, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 900 51 0.03% 0.03% 934 0 0.0% Q2 2026 Aug 05, 2026
Signature Equity Partners, LLC History No change 885 51 0.02% 0.02% 935 0 0.0% Q2 2026 Jul 30, 2026
Orion Capital Management LLC History No change 870 50 0.02% 0.02% 936 0 0.0% Q2 2026 Aug 17, 2026
IMG Wealth Management, Inc. History No change 869 50 0.03% 0.03% 937 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 856 49 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 30, 2026
Wilmington Savings Fund Society, FSB History No change 833 48 0.0% 0.0% 939 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 822 47 0.0% 0.0% 940 0 0.0% Q2 2026 Jul 22, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 804 46 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 800 46 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 12, 2026
POM Investment Strategies, LLC History No change 796 45 0.05% 0.05% 943 0 0.0% Q2 2026 Jul 30, 2026
Align Financial, LLC History No change 777 44 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 27, 2026
MONTAG A & ASSOCIATES INC History No change 755 43 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 05, 2026
Manchester Capital Management LLC History No change 762 43 0.01% 0.01% 946 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 713 41 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 23, 2026
Community Bank, N.A. History No change 677 39 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 691 39 0.02% 0.02% 949 0 0.0% Q2 2026 Aug 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 673 38 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 660 38 0.01% 0.01% 951 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 670 38 0.01% 0.01% 952 0 0.0% Q2 2026 Jul 07, 2026
GLENMEDE TRUST CO NA History No change 629 36 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 625 36 0.01% 0.01% 954 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 616 35 0.01% 0.01% 955 0 0.0% Q2 2026 Jul 08, 2026
ATWOOD & PALMER INC History No change 607 35 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 08, 2026
Jackson, Grant Investment Advisers, Inc. History No change 606 34 0.01% 0.01% 957 0 0.0% Q2 2026 Jul 31, 2026
Strive Financial Group ,LLC History No change 600 34 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 14, 2026
BARRETT & COMPANY, INC. History No change 562 32 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 571 32 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 28, 2026
Oakmont Advisory Group, LLC History No change 559 32 0.03% 0.03% 961 0 0.0% Q2 2026 Aug 03, 2026
TIAA Wealth Investment Management LLC History No change 571 32 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History No change 534 31 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 548 31 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 13, 2026
PROTECTIVE LIFE CORP History No change 523 30 0.21% 0.21% 965 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 522 30 0.0% 0.0% 966 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 533 30 0.0% 0.0% 967 0 0.0% Q2 2026 Jul 16, 2026
Center for Financial Planning, Inc. History No change 500 28 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 495 28 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 501 28 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 447 26 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 459 26 0.02% 0.02% 972 0 0.0% Q2 2026 Aug 07, 2026
Community Financial Services Group, LLC History No change 442 25 0.0% 0.0% 973 0 0.0% Q2 2026 Jul 09, 2026
Essential Partners LLC History No change 448 25 0.01% 0.01% 974 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 429 24 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 426 24 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 22, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 409 23 0.01% 0.01% 977 0 0.0% Q2 2026 Sep 18, 2026
WEBSTER BANK, N. A. History No change 400 23 0.0% 0.0% 978 0 0.0% Q2 2026 Jul 20, 2026
Stone House Investment Management, LLC History No change 404 23 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 05, 2026
TUCKER ASSET MANAGEMENT LLC History No change 406 23 0.01% 0.01% 980 0 0.0% Q2 2026 Aug 27, 2026
Highland Investment Advisors LLC History No change 400 23 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 385 22 0.0% 0.0% 982 0 0.0% Q2 2026 Jul 27, 2026
1620 INVESTMENT ADVISORS, INC. History No change 394 22 0.01% 0.01% 983 0 0.0% Q2 2026 Jul 14, 2026
TOP Private Wealth LLC. History No change 390 22 0.02% 0.02% 984 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 369 21 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 11, 2026
BLUELINE ADVISORS LLC History No change 359 20 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 27, 2026
Westside Investment Management, Inc. History No change 346 19 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 27, 2026
Key Capital Management, INC History No change 337 19 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 27, 2026
EPG Wealth Management LLC History No change 325 18 0.0% 0.0% 989 0 0.0% Q2 2026 Jul 28, 2026
MOTCO History No change 299 17 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 31, 2026
Vermillion Wealth Management, Inc. History No change 301 17 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Financial Management LLC History No change 311 17 0.01% 0.01% 992 0 0.0% Q2 2026 Aug 28, 2026
Cornerstone Planning Group LLC History No change 286 16 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 29, 2026
Hickory Point Bank & Trust History No change 320 16 0.01% 0.01% 994 0 0.0% Q3 2026 Oct 01, 2026
VALLEY WEALTH MANAGERS, INC. History No change 270 15 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 255 14 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 23, 2026
United Financial Planning Group LLC History No change 245 14 0.01% 0.01% 997 0 0.0% Q2 2026 Aug 06, 2026
Hurley Capital, LLC History No change 225 12 0.01% 0.01% 998 0 0.0% Q2 2026 Aug 10, 2026
Centerpoint Advisors, LLC History No change 214 12 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 216 12 0.0% 0.0% 1000 0 0.0% Q2 2026 Jul 22, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 220 12 0.01% 0.01% 1001 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 210 12 0.01% 0.01% 1002 0 0.0% Q2 2026 Jul 22, 2026
Costello Asset Management, INC History No change 200 11 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 194 11 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 11, 2026
ROGCO, LP History No change 198 11 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 30, 2026
Ascentis Wealth Management, LLC History No change 201 11 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisor Network LLC History No change 192 11 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 180 10 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 15, 2026
Redwood Park Advisors LLC History No change 190 10 0.01% 0.01% 1009 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 171 9 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 168 9 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 20, 2026
WealthShield Partners, LLC History No change 158 9 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 12, 2026
HFM Investment Advisors, LLC History No change 173 9 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 04, 2026
FIRST COMMUNITY TRUST NA History No change 151 8 0.0% 0.0% 1014 0 0.0% Q2 2026 Jul 10, 2026
Asset Dedication, LLC History No change 142 8 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 141 8 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 07, 2026
REXFORD CAPITAL INC History No change 147 8 0.0% 0.0% 1017 0 0.0% Q2 2026 Jul 29, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 154 8 0.0% 0.0% 1018 0 0.0% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 134 7 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 04, 2026
Oakworth Capital, Inc. History No change 138 7 0.0% 0.0% 1020 0 0.0% Q2 2026 Jul 22, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 130 7 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 138 7 0.0% 0.0% 1022 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Private Wealth, LLC History No change 132 7 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 11, 2026
Frazier Financial Advisors, LLC History No change 138 7 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 10, 2026
Bullock Wealth Management Group History No change 128 7 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 19, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 105 6 0.0% 0.0% 1026 0 0.0% Q2 2026 Jul 30, 2026
WOLFF WIESE MAGANA LLC History No change 113 6 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 13, 2026
BIRCHBROOK, INC. History No change 99 5 0.0% 0.0% 1028 0 0.0% Q2 2026 Jul 08, 2026
Institute for Wealth Management, LLC. History No change 71 4 0.0% 0.0% 1029 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 81 4 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 17, 2026
Hara Capital LLC History No change 77 4 0.0% 0.0% 1031 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Investment Management History No change 85 4 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 06, 2026
Nova Wealth Management, Inc. History No change 75 4 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 13, 2026
Frankly Finances, LLC History No change 84 4 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 15, 2026
Tradewinds Capital Management, LLC History No change 59 3 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL CONSULATE, INC History No change 60 3 0.0% 0.0% 1036 0 0.0% Q2 2026 Jul 23, 2026
Cypress Capital Management LLC (WY) History No change 38 2 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 06, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 50 2 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 38 2 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 07, 2026
Rakuten Securities, Inc. History No change 50 2 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 25 1 0.0% 0.0% 1041 0 0.0% Q2 2026 Aug 12, 2026
Fortis Group Advisors, LLC History No change 19 1 0.0% 0.0% 1042 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 22 1 0.0% 0.0% 1043 0 0.0% Q2 2026 Jul 24, 2026
Central Pacific Bank - Trust Division History No change 28 1 0.0% 0.0% 1044 0 0.0% Q2 2026 Jul 07, 2026
Meramec Financial Planners, LLC History No change 32 1 0.0% 0.0% 1045 0 0.0% Q2 2026 Jul 28, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 115 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Truvestments Capital LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 17 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Lloyd Advisory Services, LLC. History No change 16 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SOA Wealth Advisors, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Allspring Global Investments Holdings, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Signature Resources Capital Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
WealthCollab, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
MASECO LLP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Advocate Investing Services LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 28, 2026