SPDR SERIES TRUST - SPTM

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 8,300,927 753,641 0.17% 0.17% 1 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 5,507,994 500,070 0.86% 0.86% 2 0 0.0% Q2 2026 Jul 30, 2026
Creative Planning History No change 4,244,480 385,356 0.23% 0.23% 3 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 2,961,564 268,880 2.85% 2.85% 4 0 0.0% Q2 2026 Aug 06, 2026
Tidal Investments LLC History No change 2,938,215 266,760 0.46% 0.46% 5 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 2,629,977 238,775 1.09% 1.09% 6 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 2,508,062 227,706 4.32% 4.32% 7 0 0.0% Q2 2026 Jul 09, 2026
Professional Financial Advisors, LLC History No change 2,244,068 203,738 35.24% 35.24% 8 0 0.0% Q2 2026 Jul 09, 2026
Hughes Financial Services, LLC History No change 1,730,399 157,102 20.82% 20.82% 9 0 0.0% Q2 2026 Jul 20, 2026
MORGAN STANLEY History No change 1,568,833 142,434 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,540,424 139,860 0.16% 0.16% 11 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,498,663 135,940 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,430,952 131,089 0.22% 0.22% 13 0 0.0% Q2 2026 Jul 15, 2026
Syntegra Private Wealth Group, LLC History No change 1,360,734 123,541 9.57% 9.57% 14 0 0.0% Q2 2026 Jul 15, 2026
Keener Financial Planning LLC History No change 1,143,398 103,809 37.13% 37.13% 15 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 1,129,081 102,509 1.22% 1.22% 16 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 1,047,443 95,097 0.4% 0.4% 17 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 1,030,968 93,601 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
ARS Wealth Advisors Group, LLC History No change 1,018,751 92,492 7.24% 7.24% 19 0 0.0% Q2 2026 Jul 16, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 999,405 90,735 0.02% 0.02% 20 0 0.0% Q2 2026 Sep 23, 2026
BANK OF AMERICA CORP /DE/ History No change 913,019 82,892 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Added to 897,808 82,643 14.8% 14.52% 22 +39,233 4.57% Q3 2026 Oct 05, 2026
Rockbridge Investment Management, LCC History No change 904,261 82,097 6.67% 6.67% 23 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History No change 879,321 79,833 6.66% 6.66% 24 0 0.0% Q2 2026 Aug 04, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 868,980 78,894 14.93% 14.93% 25 0 0.0% Q2 2026 Jul 13, 2026
Wealthquest Corp History No change 866,474 78,667 4.96% 4.96% 26 0 0.0% Q2 2026 Jul 23, 2026
B.O.S.S. Retirement Advisors, LLC History No change 796,314 72,297 19.52% 19.52% 27 0 0.0% Q2 2026 Jul 20, 2026
Financial Strategies Group, Inc. History No change 779,808 70,868 11.29% 11.29% 28 0 0.0% Q2 2026 Aug 10, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 766,306 69,572 2.6% 2.6% 29 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Financial Partners LLC History No change 765,384 69,489 5.71% 5.71% 30 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 752,931 68,359 0.16% 0.16% 31 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 733,767 66,618 0.08% 0.08% 32 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 689,429 62,593 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
Weitzel Financial Services, Inc. History No change 684,063 61,750 21.0% 21.0% 34 0 0.0% Q2 2026 Jul 14, 2026
Advisors Capital Management, LLC History No change 679,939 61,731 0.65% 0.65% 35 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 657,860 59,727 0.29% 0.29% 36 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 632,610 57,434 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Reduced 613,626 56,484 3.09% 3.15% 38 -13,059 -2.08% Q3 2026 Oct 06, 2026
CVFG LLC History No change 616,164 55,941 5.88% 5.88% 39 0 0.0% Q2 2026 Aug 11, 2026
Winch Advisory Services, LLC History No change 597,158 54,215 11.26% 11.26% 40 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 586,138 53,215 0.54% 0.54% 41 0 0.0% Q2 2026 Aug 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 565,479 51,339 0.23% 0.23% 42 0 0.0% Q2 2026 Jul 30, 2026
Symphony Financial, Ltd. Co. History No change 495,226 44,649 4.88% 4.88% 43 0 0.0% Q2 2026 Aug 03, 2026
Kingsview Wealth Management, LLC History No change 491,233 44,599 0.54% 0.54% 44 0 0.0% Q2 2026 Aug 18, 2026
Wealthspire Advisors, LLC History No change 483,994 43,941 0.24% 0.24% 45 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 476,001 43,216 0.88% 0.88% 46 0 0.0% Q2 2026 Aug 06, 2026
Blueprint Financial Advisors LLC History No change 473,446 42,984 4.78% 4.78% 47 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 472,621 42,909 2.87% 2.87% 48 0 0.0% Q2 2026 Aug 06, 2026
Aquire Wealth Advisors, LLC History No change 466,911 42,390 9.72% 9.72% 49 0 0.0% Q2 2026 Aug 06, 2026
Winthrop Advisory Group LLC History No change 462,176 41,960 2.83% 2.83% 50 0 0.0% Q2 2026 Jul 17, 2026
Cetera Investment Advisers History No change 449,566 40,816 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 448,617 40,729 0.24% 0.24% 52 0 0.0% Q2 2026 Aug 17, 2026
Rialto Wealth Management, LLC History No change 427,094 38,775 7.67% 7.67% 53 0 0.0% Q2 2026 Aug 11, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 420,062 38,137 5.5% 5.5% 54 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 417,513 37,906 0.24% 0.24% 55 0 0.0% Q2 2026 Jul 20, 2026
Treasure Coast Financial Planning History No change 415,958 37,764 18.42% 18.42% 56 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Wealth History No change 393,156 35,694 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 12, 2026
Owl Creek Wealth Partners LLC History No change 392,903 35,671 10.44% 10.44% 58 0 0.0% Q2 2026 Jul 20, 2026
HighPoint Advisor Group LLC History No change 387,596 35,189 1.24% 1.24% 59 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 372,511 33,820 1.65% 1.65% 60 0 0.0% Q2 2026 Jul 31, 2026
Rinkey Investments History No change 363,352 32,988 7.77% 7.77% 61 0 0.0% Q2 2026 Jul 20, 2026
JPMORGAN CHASE & CO History No change 364,366 32,847 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
Boston Standard Wealth Management, LLC History Added to 349,333 32,156 4.62% 4.48% 63 +9,625 2.83% Q3 2026 Oct 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 329,144 29,883 1.38% 1.38% 64 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 316,100 28,698 0.45% 0.45% 65 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 312,542 28,375 0.24% 0.24% 66 0 0.0% Q2 2026 Aug 06, 2026
Navigation Group, LLC History No change 308,575 28,015 5.45% 5.45% 67 0 0.0% Q2 2026 Jul 29, 2026
Financial Planning Fort Collins, LLC History No change 301,484 27,513 20.84% 20.84% 68 0 0.0% Q2 2026 Jul 10, 2026
Bridgewealth Advisory Group, LLC History No change 301,764 27,397 5.17% 5.17% 69 0 0.0% Q2 2026 Jul 27, 2026
RVW Wealth, LLC History Reduced 297,605 27,394 1.76% 1.82% 70 -6,404 -2.11% Q3 2026 Oct 06, 2026
Fox Financial, Inc History No change 301,615 27,383 19.07% 19.07% 71 0 0.0% Q2 2026 Aug 04, 2026
DORVAL Corp History No change 294,987 26,781 7.71% 7.71% 72 0 0.0% Q2 2026 Jul 24, 2026
ABOUND FINANCIAL, LLC History No change 284,191 25,801 10.29% 10.29% 73 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 282,526 25,650 0.73% 0.73% 74 0 0.0% Q2 2026 Aug 03, 2026
SigFig Wealth Management, LLC History Reduced 271,829 25,021 0.62% 0.67% 75 -9,743 -3.46% Q3 2026 Oct 07, 2026
Waverly Advisors, LLC History No change 272,566 24,746 0.14% 0.14% 76 0 0.0% Q2 2026 Aug 14, 2026
Beacon Capital Management, Inc. History No change 263,803 23,950 1.45% 1.45% 77 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 257,479 23,376 0.68% 0.68% 78 0 0.0% Q2 2026 Jul 30, 2026
AssuredPartners Investment Advisors, LLC History No change 252,181 22,895 2.22% 2.22% 79 0 0.0% Q2 2026 Aug 10, 2026
Wall Capital Group, Inc. History No change 245,135 22,255 18.22% 18.22% 80 0 0.0% Q2 2026 Jul 24, 2026
Annex Advisory Services, LLC History No change 239,129 21,710 0.37% 0.37% 81 0 0.0% Q2 2026 Jul 10, 2026
Compass Financial Group, INC/SD History No change 237,330 21,547 2.47% 2.47% 82 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 227,132 20,621 0.67% 0.67% 83 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 223,805 20,319 9.3% 9.3% 84 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 221,137 20,077 0.31% 0.31% 85 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 216,002 19,611 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Capasso Planning Partners LLC History No change 210,645 19,124 9.54% 9.54% 87 0 0.0% Q2 2026 Aug 18, 2026
HBW ADVISORY SERVICES LLC History No change 206,830 18,778 1.7% 1.7% 88 0 0.0% Q2 2026 Jul 16, 2026
Roble, Belko & Company, Inc History No change 206,069 18,709 2.02% 2.02% 89 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 203,501 18,475 5.84% 5.84% 90 0 0.0% Q2 2026 Jul 31, 2026
Mueller Wealth, LLC History No change 202,687 18,401 12.53% 12.53% 91 0 0.0% Q2 2026 Aug 03, 2026
Pure Financial Advisors, LLC History No change 200,381 18,192 0.23% 0.23% 92 0 0.0% Q2 2026 Aug 14, 2026
Atlas Private Wealth Advisors History No change 186,239 16,908 3.7% 3.7% 93 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 184,204 16,723 0.31% 0.31% 94 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 181,997 16,523 0.24% 0.24% 95 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 178,323 16,189 0.26% 0.26% 96 0 0.0% Q2 2026 Aug 10, 2026
GREAT LAKES ADVISORS, LLC History No change 176,855 16,056 0.12% 0.12% 97 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 176,685 16,041 0.96% 0.96% 98 0 0.0% Q2 2026 Aug 04, 2026
Bensler, LLC History No change 175,956 15,975 1.41% 1.41% 99 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Advisors, LLC History No change 172,651 15,675 0.15% 0.15% 100 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 171,960 15,612 1.03% 1.03% 101 0 0.0% Q2 2026 Aug 12, 2026
CABOT WEALTH MANAGEMENT INC History No change 171,433 15,564 1.58% 1.58% 102 0 0.0% Q2 2026 Jul 31, 2026
Ervin Investment Management, LLC History No change 168,556 15,303 8.31% 8.31% 103 0 0.0% Q2 2026 Jul 14, 2026
Snowden Capital Advisors LLC History No change 166,409 15,108 0.36% 0.36% 104 0 0.0% Q2 2026 Aug 13, 2026
Spartan Planning & Wealth Management History No change 166,207 15,089 10.04% 10.04% 105 0 0.0% Q2 2026 Jul 22, 2026
IAG Wealth Partners, LLC History No change 164,702 14,953 1.48% 1.48% 106 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Advisors / MI History No change 163,353 14,830 0.9% 0.9% 107 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Group, LLC /NE/ History No change 158,282 14,370 8.86% 8.86% 108 0 0.0% Q2 2026 Aug 11, 2026
TD Capital Management LLC History No change 156,894 14,244 1.16% 1.16% 109 0 0.0% Q2 2026 Aug 06, 2026
Royal Harbor Partners, LLC History No change 156,855 14,240 4.41% 4.41% 110 0 0.0% Q2 2026 Jul 27, 2026
XML Financial, LLC History No change 155,578 14,124 1.03% 1.03% 111 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 154,171 13,997 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 153,512 13,937 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 150,094 13,816 0.1% 0.11% 114 -5,981 -3.83% Q3 2026 Oct 08, 2026
UBS Group AG History No change 151,689 13,771 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 149,860 13,605 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 157,428 13,389 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 10, 2026
M3 Wealth Management, LLC History No change 145,538 13,213 8.57% 8.57% 118 0 0.0% Q2 2026 Aug 06, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 143,024 13,165 1.47% 1.48% 119 +231 0.16% Q3 2026 Oct 08, 2026
Global Retirement Partners, LLC History No change 144,332 13,103 0.2% 0.2% 120 0 0.0% Q2 2026 Aug 06, 2026
G&S Capital LLC History No change 138,684 12,591 3.65% 3.65% 121 0 0.0% Q2 2026 Jul 10, 2026
Evensky & Katz LLC History No change 136,729 12,414 0.64% 0.64% 122 0 0.0% Q2 2026 Jul 22, 2026
SENTINEL PENSION ADVISORS, LLC History No change 136,870 12,357 1.62% 1.62% 123 0 0.0% Q2 2026 Jul 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 134,479 12,209 0.02% 0.02% 124 0 0.0% Q2 2026 Jul 29, 2026
RETIREMENT CAPITAL STRATEGIES History No change 132,501 12,029 4.18% 4.18% 125 0 0.0% Q2 2026 Aug 13, 2026
R2 Capital Strategies, LLC History No change 129,416 11,749 5.32% 5.32% 126 0 0.0% Q2 2026 Jul 23, 2026
Investors Research Corp History Reduced 127,175 11,706 2.06% 2.08% 127 -847 -0.66% Q3 2026 Oct 07, 2026
Redwood Financial Network Corp History No change 127,459 11,571 6.42% 6.42% 128 0 0.0% Q2 2026 Aug 07, 2026
IRON Financial LLC History No change 127,201 11,548 4.77% 4.77% 129 0 0.0% Q2 2026 Jul 22, 2026
Balentine LLC History No change 124,550 11,307 0.4% 0.4% 130 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 123,385 11,202 1.06% 1.06% 131 0 0.0% Q2 2026 Jul 09, 2026
Freedom Day Solutions, LLC History No change 123,130 11,178 2.47% 2.47% 132 0 0.0% Q2 2026 Jul 24, 2026
FMR LLC History No change 123,080 11,174 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 122,347 11,107 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 119,895 10,885 0.2% 0.2% 135 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 120,501 10,731 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 116,743 10,599 0.96% 0.96% 137 0 0.0% Q2 2026 Jul 16, 2026
Summit Investment Advisory Services, LLC History No change 115,622 10,497 2.63% 2.63% 138 0 0.0% Q2 2026 Jul 24, 2026
Balefire, LLC History Reduced 113,283 10,427 1.64% 1.96% 139 -19,049 -14.39% Q3 2026 Oct 09, 2026
Breakwater Investment Management History No change 114,601 10,404 3.54% 3.54% 140 0 0.0% Q2 2026 Aug 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 111,749 10,145 0.05% 0.05% 141 0 0.0% Q2 2026 Aug 11, 2026
Aldebaran Financial Inc. History No change 109,406 9,932 8.06% 8.06% 142 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 103,283 9,377 0.22% 0.22% 143 0 0.0% Q2 2026 Aug 05, 2026
Sterneck Capital Management, LLC History No change 101,452 9,210 3.95% 3.95% 144 0 0.0% Q2 2026 Jul 30, 2026
VestGen Advisors, LLC History No change 100,956 9,165 0.27% 0.27% 145 0 0.0% Q2 2026 Aug 11, 2026
CASCADE INVESTMENT GROUP, INC. History No change 100,079 9,086 5.1% 5.1% 146 0 0.0% Q2 2026 Jul 23, 2026
ISTHMUS PARTNERS, LLC History No change 99,917 9,071 0.88% 0.88% 147 0 0.0% Q2 2026 Jul 20, 2026
FreeGulliver LLC History No change 98,799 8,969 3.16% 3.16% 148 0 0.0% Q2 2026 Aug 11, 2026
Cannon Financial Strategists, Inc. History No change 96,238 8,737 0.99% 0.99% 149 0 0.0% Q2 2026 Aug 07, 2026
Tempus Wealth Planning, LLC History No change 95,564 8,676 1.7% 1.7% 150 0 0.0% Q2 2026 Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 94,316 8,568 0.05% 0.05% 151 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 91,578 8,314 0.09% 0.09% 152 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 89,364 8,113 0.08% 0.08% 153 0 0.0% Q2 2026 Jul 28, 2026
TRUE BLUE FINANCIAL, LLC History No change 86,731 7,874 3.32% 3.32% 154 0 0.0% Q2 2026 Jul 17, 2026
Ashton Thomas Private Wealth, LLC History No change 85,114 7,727 0.16% 0.16% 155 0 0.0% Q2 2026 Jul 29, 2026
Capital Group Private Client Services, Inc. History No change 84,925 7,710 0.11% 0.11% 156 0 0.0% Q2 2026 Aug 12, 2026
Roundview Capital LLC History No change 84,875 7,705 0.42% 0.42% 157 0 0.0% Q2 2026 Jul 30, 2026
Wealth Alliance Advisory Group, LLC History No change 83,440 7,575 1.1% 1.1% 158 0 0.0% Q2 2026 Jul 23, 2026
SFG Wealth Management, LLC. History No change 83,314 7,564 2.72% 2.72% 159 0 0.0% Q2 2026 Jul 22, 2026
Private Wealth Group, LLC History No change 83,185 7,552 2.92% 2.92% 160 0 0.0% Q2 2026 Jul 08, 2026
Mutual Advisors, LLC History No change 82,206 7,463 0.14% 0.14% 161 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 80,789 7,334 0.28% 0.28% 162 0 0.0% Q2 2026 Jul 22, 2026
Aerodigm Wealth, LLC History No change 80,005 7,263 2.45% 2.45% 163 0 0.0% Q2 2026 Aug 04, 2026
Vise Technologies, Inc. History No change 78,923 7,165 0.08% 0.08% 164 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 78,802 7,154 0.74% 0.74% 165 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 77,837 7,066 0.71% 0.71% 166 0 0.0% Q2 2026 Jul 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 76,571 6,951 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 13, 2026
Brady Martz Wealth Solutions, LLC History No change 76,076 6,906 1.04% 1.04% 168 0 0.0% Q2 2026 Jul 23, 2026
Kestra Advisory Services, LLC History No change 75,366 6,842 0.02% 0.02% 169 0 0.0% Q2 2026 Jul 28, 2026
HighTower Advisors, LLC History No change 74,761 6,787 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 73,659 6,687 0.15% 0.15% 171 0 0.0% Q2 2026 Jul 17, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Reduced 70,120 6,454 4.63% 4.9% 172 -7,196 -9.31% Q3 2026 Oct 08, 2026
PAX Financial Group, LLC History No change 71,053 6,450 0.96% 0.96% 173 0 0.0% Q2 2026 Aug 05, 2026
Apeiron RIA LLC History Added to 68,851 6,354 1.44% 1.54% 174 +2,669 4.03% Q3 2026 Oct 08, 2026
Values Added Financial LLC History No change 67,978 6,171 2.23% 2.23% 175 0 0.0% Q2 2026 Jul 27, 2026
Trinity Wealth Management, LLC History No change 67,829 6,158 1.95% 1.95% 176 0 0.0% Q2 2026 Jul 07, 2026
Beacon Pointe Advisors, LLC History No change 67,817 6,157 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 18, 2026
IHT Wealth Management, LLC History No change 67,178 6,099 0.13% 0.13% 178 0 0.0% Q2 2026 Aug 14, 2026
LITTLE HOUSE CAPITAL LLC History No change 67,132 6,094 1.37% 1.37% 179 0 0.0% Q2 2026 Aug 07, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 66,672 6,053 0.51% 0.51% 180 0 0.0% Q2 2026 Jul 09, 2026
Evercore Wealth Management, LLC History No change 66,631 6,049 0.09% 0.09% 181 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 66,137 6,004 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 14, 2026
JT Stratford LLC History No change 66,065 5,998 0.66% 0.66% 183 0 0.0% Q2 2026 Aug 14, 2026
Advocacy Wealth Management, LLC History No change 62,504 5,674 0.21% 0.21% 184 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 62,178 5,663 1.78% 1.78% 185 0 0.0% Q2 2026 Aug 14, 2026
Principia Wealth Advisory, LLC History No change 61,110 5,548 2.76% 2.76% 186 0 0.0% Q2 2026 Aug 26, 2026
CGN Advisors LLC History No change 60,445 5,487 0.4% 0.4% 187 0 0.0% Q2 2026 Jul 06, 2026
Avior Wealth Management, LLC History No change 59,247 5,379 0.14% 0.14% 188 0 0.0% Q2 2026 Jul 07, 2026
Mariner, LLC History No change 59,165 5,371 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 13, 2026
TKG Advisors, LLC History No change 59,058 5,361 1.86% 1.86% 190 0 0.0% Q2 2026 Jul 27, 2026
Maridea Wealth Management LLC History No change 58,851 5,343 0.58% 0.58% 191 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 58,805 5,338 0.03% 0.03% 192 0 0.0% Q2 2026 Sep 08, 2026
NewEdge Advisors, LLC History No change 58,219 5,285 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 58,100 5,274 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
Andrews Advisory Associates, LLC History No change 57,837 5,251 2.52% 2.52% 195 0 0.0% Q2 2026 Jul 17, 2026
Austin Wealth Management, LLC History No change 57,567 5,197 1.1% 1.1% 196 0 0.0% Q2 2026 Jul 22, 2026
Legacy Capital Group California, Inc. History No change 56,993 5,174 1.56% 1.56% 197 0 0.0% Q2 2026 Jul 29, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 56,318 5,113 0.63% 0.63% 198 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Wealth Managment Inc. History No change 55,776 5,063 2.12% 2.12% 199 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 55,443 5,030 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 27, 2026
HARBOUR INVESTMENTS, INC. History No change 55,273 5,018 0.07% 0.07% 201 0 0.0% Q2 2026 Aug 12, 2026
WBI INVESTMENTS, LLC History No change 53,698 4,875 1.21% 1.21% 202 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Partners LLC History No change 52,480 4,764 4.14% 4.14% 203 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 51,998 4,720 0.12% 0.12% 204 0 0.0% Q2 2026 Aug 14, 2026
DAGCO, INC. History No change 51,634 4,687 0.87% 0.87% 205 0 0.0% Q2 2026 Jul 10, 2026
BEAM WEALTH ADVISORS, INC. History No change 51,589 4,683 1.03% 1.03% 206 0 0.0% Q2 2026 Jul 29, 2026
Perennial Investment Advisors, LLC History No change 50,840 4,615 0.31% 0.31% 207 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 49,678 4,510 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 49,345 4,479 0.3% 0.3% 209 0 0.0% Q2 2026 Aug 05, 2026
CITADEL ADVISORS LLC History No change 49,013 4,449 0.0% 0.0% 210 0 0.0% Q2 2026 Sep 02, 2026
MJP ASSOCIATES INC /ADV History No change 48,592 4,411 0.48% 0.48% 211 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 48,524 4,405 0.04% 0.04% 212 0 0.0% Q2 2026 Aug 06, 2026
Investment Planning Advisors, Inc. History No change 48,323 4,387 1.02% 1.02% 213 0 0.0% Q2 2026 Jul 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 47,479 4,310 0.33% 0.33% 214 0 0.0% Q2 2026 Aug 14, 2026
Financial Solutions Advisory Group, Inc. History No change 46,876 4,277 0.54% 0.54% 215 0 0.0% Q2 2026 Jul 13, 2026
Tennessee Valley Asset Management Partners History No change 46,422 4,214 0.46% 0.46% 216 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisory Solutions, LLC History No change 46,407 4,213 0.86% 0.86% 217 0 0.0% Q2 2026 Jul 24, 2026
Fullerton Advisors, LLC History No change 46,255 4,199 3.93% 3.93% 218 0 0.0% Q2 2026 Jul 27, 2026
Betterment LLC History No change 46,076 4,183 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
BANK OF HAWAII History No change 45,714 4,150 0.2% 0.2% 220 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 44,296 4,021 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 43,421 3,942 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 15,573 3,873 0.32% 0.32% 223 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 42,165 3,827 0.39% 0.39% 224 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 42,092 3,821 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 07, 2026
FLOW TRADERS U.S. LLC History No change 42,017 3,815 0.16% 0.16% 226 0 0.0% Q2 2026 Aug 14, 2026
Praetorian Wealth Management, Inc. History No change 41,914 3,805 0.66% 0.66% 227 0 0.0% Q2 2026 Jul 07, 2026
Quent Capital, LLC History No change 41,811 3,796 0.23% 0.23% 228 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 41,532 3,770 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 17, 2026
STIFEL FINANCIAL CORP History No change 41,272 3,747 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 12, 2026
Compass Financial Group, Inc. History No change 40,802 3,704 1.56% 1.56% 231 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 39,499 3,586 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 03, 2026
NICOLET BANKSHARES INC History No change 38,875 3,541 0.11% 0.11% 233 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 38,276 3,475 0.04% 0.04% 234 0 0.0% Q2 2026 Jul 22, 2026
Claro Advisors Inc. History No change 37,673 3,420 0.36% 0.36% 235 0 0.0% Q2 2026 Jul 30, 2026
CreativeOne Wealth, LLC History No change 36,711 3,333 0.07% 0.07% 236 0 0.0% Q2 2026 Aug 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 36,635 3,326 1.03% 1.03% 237 0 0.0% Q2 2026 Jul 31, 2026
KWB Wealth History No change 36,511 3,314 0.28% 0.28% 238 0 0.0% Q2 2026 Jul 10, 2026
Twelve Points Wealth Management LLC History No change 35,439 3,217 0.64% 0.64% 239 0 0.0% Q2 2026 Aug 07, 2026
Petersen Hastings Wealth Advisors Inc. History No change 34,783 3,157 0.26% 0.26% 240 0 0.0% Q2 2026 Jul 17, 2026
JANE STREET GROUP, LLC History No change 33,975 3,084 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 33,832 3,071 0.07% 0.07% 242 0 0.0% Q2 2026 Aug 14, 2026
Fort Point Capital Partners LLC History No change 33,760 3,065 0.21% 0.21% 243 0 0.0% Q2 2026 Aug 14, 2026
Bawa N Mallick Trust History No change 33,400 3,032 0.98% 0.98% 244 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 33,050 3,000 0.33% 0.33% 245 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 32,342 2,936 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 19, 2026
Financial Gravity Companies, Inc. History No change 32,222 2,925 0.47% 0.47% 247 0 0.0% Q2 2026 Aug 05, 2026
Altus Wealth Group LLC History No change 32,133 2,917 1.05% 1.05% 248 0 0.0% Q2 2026 Jul 17, 2026
Dogwood Wealth Management LLC History No change 32,041 2,908 1.15% 1.15% 249 0 0.0% Q2 2026 Jul 06, 2026
Sequent Planning LLC History No change 31,671 2,875 0.61% 0.61% 250 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 31,501 2,859 0.06% 0.06% 251 0 0.0% Q2 2026 Aug 14, 2026
SFMG, LLC History No change 31,434 2,853 0.17% 0.17% 252 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 29,873 2,712 0.36% 0.36% 253 0 0.0% Q2 2026 Jul 27, 2026
LANE BROTHERS & CO INC History No change 29,148 2,646 1.73% 1.73% 254 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 29,034 2,635 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 11, 2026
Raab & Moskowitz Asset Management LLC History No change 28,696 2,605 0.52% 0.52% 256 0 0.0% Q2 2026 Jul 28, 2026
OneAscent Financial Services LLC History No change 28,456 2,583 0.12% 0.12% 257 0 0.0% Q2 2026 Aug 11, 2026
Red Mountain Financial, LLC History No change 28,370 2,575 2.16% 2.16% 258 0 0.0% Q2 2026 Jul 21, 2026
Murphy & Mullick Capital Management Corp History No change 28,262 2,565 1.59% 1.59% 259 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 27,652 2,510 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 27,412 2,488 0.33% 0.33% 261 0 0.0% Q2 2026 Jul 13, 2026
Belpointe Asset Management LLC History No change 27,264 2,475 0.08% 0.08% 262 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 26,974 2,449 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 28, 2026
Modera Wealth Management, LLC History No change 26,884 2,440 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 26,598 2,414 0.04% 0.04% 265 0 0.0% Q2 2026 Aug 07, 2026
Destination Wealth Management History No change 26,460 2,402 0.06% 0.06% 266 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 26,346 2,391 0.25% 0.25% 267 0 0.0% Q2 2026 Jul 16, 2026
Sanctuary Advisors, LLC History No change 26,319 2,389 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 26,170 2,375 0.12% 0.12% 269 0 0.0% Q2 2026 Jul 28, 2026
Jacksonville Wealth Management, LLC History No change 25,730 2,336 1.32% 1.32% 270 0 0.0% Q2 2026 Aug 04, 2026
LJI Wealth Management, LLC History No change 25,721 2,335 0.33% 0.33% 271 0 0.0% Q2 2026 Jul 31, 2026
LexAurum Advisors, LLC History No change 25,510 2,316 0.27% 0.27% 272 0 0.0% Q2 2026 Jul 15, 2026
Flagstone Financial Management History No change 25,023 2,271 0.51% 0.51% 273 0 0.0% Q2 2026 Jul 21, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 24,870 2,257 0.21% 0.21% 274 0 0.0% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History No change 25,032 2,245 0.04% 0.04% 275 0 0.0% Q2 2026 Jul 29, 2026
Fingerlakes Wealth Management, Inc. History No change 24,615 2,234 1.2% 1.2% 276 0 0.0% Q2 2026 Jul 23, 2026
Oakwell Private Wealth Management, LLC History No change 24,523 2,226 0.37% 0.37% 277 0 0.0% Q2 2026 Aug 03, 2026
Equita Financial Network, Inc. History No change 24,232 2,200 0.61% 0.61% 278 0 0.0% Q2 2026 Jul 29, 2026
MidFirst Bank History No change 24,239 2,200 0.16% 0.16% 279 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 24,167 2,194 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 24,166 2,194 0.07% 0.07% 281 0 0.0% Q2 2026 Aug 12, 2026
Decker Wealth Management LLC History Added to 23,663 2,178 0.44% 0.44% 282 +729 3.18% Q3 2026 Oct 09, 2026
STEVENS CAPITAL PARTNERS History No change 23,909 2,170 0.41% 0.41% 283 0 0.0% Q2 2026 Aug 07, 2026
Ethic Inc. History No change 23,889 2,168 0.03% 0.03% 284 0 0.0% Q2 2026 Jul 29, 2026
Auxano Advisors, LLC History No change 23,648 2,147 0.41% 0.41% 285 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 23,421 2,126 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 05, 2026
Advyzon Investment Management, LLC History No change 23,412 2,125 0.15% 0.15% 287 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 23,263 2,112 0.11% 0.11% 288 0 0.0% Q2 2026 Jul 10, 2026
Sharper & Granite LLC History No change 22,969 2,085 0.65% 0.65% 289 0 0.0% Q2 2026 Jul 16, 2026
Solano Wealth Investment Advisors LLC History No change 22,967 2,085 0.95% 0.95% 290 0 0.0% Q2 2026 Jul 29, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 22,891 2,078 0.05% 0.05% 291 0 0.0% Q2 2026 Jul 31, 2026
Seaside Wealth Management, Inc. History No change 22,694 2,060 0.51% 0.51% 292 0 0.0% Q2 2026 Aug 05, 2026
MATAURO, LLC History No change 22,522 2,044 0.27% 0.27% 293 0 0.0% Q2 2026 Jul 21, 2026
Walsh & Associates, LLC History No change 22,520 2,044 1.67% 1.67% 294 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 22,122 2,008 0.12% 0.12% 295 0 0.0% Q2 2026 Aug 11, 2026
SEMITAM BONAM LLC History No change 21,583 1,959 1.44% 1.44% 296 0 0.0% Q2 2026 Jul 24, 2026
NOVEM GROUP History No change 21,499 1,951 0.2% 0.2% 297 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Planning, Inc. History No change 21,240 1,928 1.01% 1.01% 298 0 0.0% Q2 2026 Aug 14, 2026
Broderick Brian C History No change 21,100 1,915 0.3% 0.3% 299 0 0.0% Q2 2026 Aug 10, 2026
Trilogy Capital Inc. History No change 20,825 1,890 0.07% 0.07% 300 0 0.0% Q2 2026 Jul 02, 2026
WORLD EQUITY GROUP, INC. History No change 20,808 1,889 0.42% 0.42% 301 0 0.0% Q2 2026 Jul 09, 2026
Towercrest Capital Management History No change 20,742 1,883 0.26% 0.26% 302 0 0.0% Q2 2026 Aug 03, 2026
Diversified Trust Co History No change 20,625 1,872 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 17, 2026
Alta Wealth Advisors LLC History No change 20,475 1,858 0.5% 0.5% 304 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 20,110 1,826 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 19,926 1,809 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Mosaic Advisors LLC History No change 19,863 1,803 2.42% 2.42% 307 0 0.0% Q2 2026 Aug 07, 2026
Wrenne Financial Planning LLC History No change 19,786 1,796 0.61% 0.61% 308 0 0.0% Q2 2026 Jul 27, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 19,482 1,793 0.42% 0.47% 309 -2,018 -9.39% Q3 2026 Oct 06, 2026
Procyon Advisors, LLC History No change 19,660 1,784 0.08% 0.08% 310 0 0.0% Q2 2026 Jul 09, 2026
PRIVATE TRUST CO NA History No change 19,496 1,770 0.14% 0.14% 311 0 0.0% Q2 2026 Jul 28, 2026
Root Financial Partners, LLC History No change 19,437 1,764 0.07% 0.07% 312 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 19,296 1,751 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 19,262 1,748 0.03% 0.03% 314 0 0.0% Q2 2026 Jul 28, 2026
FMA Wealth Management, LLC History No change 18,990 1,724 1.1% 1.1% 315 0 0.0% Q2 2026 Jul 09, 2026
Strategic Blueprint, LLC History No change 18,973 1,722 0.09% 0.09% 316 0 0.0% Q2 2026 Jul 23, 2026
Center For Asset Management LLC History No change 18,957 1,721 0.76% 0.76% 317 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 18,855 1,711 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 13, 2026
Peterson Wealth Advisors, LLC History Reduced 18,289 1,683 0.2% 0.2% 319 -366 -1.96% Q3 2026 Oct 08, 2026
Astoria Strategic Wealth, Inc. History No change 18,459 1,675 0.38% 0.38% 320 0 0.0% Q2 2026 Jul 16, 2026
HMV Wealth Advisors, LLC History No change 18,425 1,672 0.65% 0.65% 321 0 0.0% Q2 2026 Jul 13, 2026
Vertex Planning Partners, LLC History No change 18,329 1,664 0.25% 0.25% 322 0 0.0% Q2 2026 Aug 14, 2026
Climber Capital SA History No change 18,160 1,645 1.01% 1.01% 323 0 0.0% Q2 2026 Jul 22, 2026
RiverFront Investment Group, LLC History No change 18,101 1,643 0.02% 0.02% 324 0 0.0% Q2 2026 Jul 29, 2026
McClarren Financial Advisors, Inc. History No change 18,014 1,635 0.85% 0.85% 325 0 0.0% Q2 2026 Jul 17, 2026
Wealthcare Capital Partners, LLC History No change 17,991 1,633 0.67% 0.67% 326 0 0.0% Q2 2026 Jul 09, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 17,901 1,625 0.44% 0.44% 327 0 0.0% Q2 2026 Jul 23, 2026
Koss-Olinger Consulting, LLC History No change 17,860 1,621 0.12% 0.12% 328 0 0.0% Q2 2026 Aug 10, 2026
Telos Capital Management, Inc. History No change 17,759 1,612 0.14% 0.14% 329 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 17,730 1,609 0.21% 0.21% 330 0 0.0% Q2 2026 Aug 05, 2026
Galvin, Gaustad & Stein, LLC History Added to 17,227 1,585 0.12% 0.12% 331 +35 0.2% Q3 2026 Oct 08, 2026
Insight Advisors, LLC/ PA History No change 17,427 1,582 0.28% 0.28% 332 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 17,385 1,578 0.03% 0.03% 333 0 0.0% Q2 2026 Jul 31, 2026
Stewardship Advisors, LLC History No change 17,337 1,574 0.33% 0.33% 334 0 0.0% Q2 2026 Jul 20, 2026
Glenview Trust Co History No change 17,293 1,570 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 18, 2026
Arax Advisory Partners History No change 17,213 1,562 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 10, 2026
GeoWealth Management, LLC History No change 17,132 1,555 0.05% 0.05% 337 0 0.0% Q2 2026 Jul 30, 2026
Alliance Wealth Management Group History No change 17,052 1,548 0.3% 0.3% 338 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Partners, LLC History No change 16,992 1,542 0.02% 0.02% 339 0 0.0% Q2 2026 Jul 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 16,868 1,531 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 12, 2026
Armbruster Capital Management, Inc. History No change 16,779 1,523 0.23% 0.23% 341 0 0.0% Q2 2026 Jul 16, 2026
Proficio Capital Partners LLC History No change 16,726 1,518 0.05% 0.05% 342 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 16,679 1,514 0.18% 0.18% 343 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 16,632 1,509 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 11, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 16,490 1,497 0.57% 0.57% 345 0 0.0% Q2 2026 Jul 09, 2026
Leeward Financial Partners, LLC History No change 16,374 1,486 0.39% 0.39% 346 0 0.0% Q2 2026 Aug 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 16,114 1,462 0.06% 0.06% 347 0 0.0% Q2 2026 Jul 27, 2026
TLWM History Added to 15,497 1,426 0.23% 0.23% 348 +230 1.51% Q3 2026 Oct 08, 2026
SouthState Bank Corp History No change 15,681 1,423 0.06% 0.06% 349 0 0.0% Q2 2026 Aug 06, 2026
Belleair Asset Management, LLC History No change 15,604 1,416 1.19% 1.19% 350 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Money Management Services LLC History No change 15,355 1,394 0.88% 0.88% 351 0 0.0% Q2 2026 Aug 14, 2026
L & S Advisors Inc History No change 15,264 1,385 0.14% 0.14% 352 0 0.0% Q2 2026 Aug 12, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 14,925 1,373 0.28% 0.29% 353 -354 -2.32% Q3 2026 Oct 07, 2026
SUTTON PLACE INVESTORS LLC History No change 15,099 1,370 0.66% 0.66% 354 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 15,073 1,368 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 03, 2026
Morling Financial Advisors, LLC History No change 15,017 1,363 0.38% 0.38% 356 0 0.0% Q2 2026 Aug 06, 2026
Keystone Financial Group History No change 14,986 1,360 0.08% 0.08% 357 0 0.0% Q2 2026 Jul 29, 2026
Asset Dedication, LLC History No change 14,839 1,347 0.08% 0.08% 358 0 0.0% Q2 2026 Jul 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 14,513 1,335 0.9% 0.93% 359 -275 -1.86% Q3 2026 Oct 09, 2026
FIRST HORIZON CORP History No change 14,556 1,321 0.05% 0.05% 360 0 0.0% Q2 2026 Jul 20, 2026
Clark Capital Management Group, Inc. History No change 14,545 1,320 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 11, 2026
Emprise Bank History Reduced 14,235 1,310 0.5% 0.54% 362 -1,931 -11.94% Q3 2026 Oct 07, 2026
Paulson Wealth Management Inc. History No change 14,399 1,307 0.28% 0.28% 363 0 0.0% Q2 2026 Aug 04, 2026
Lumbard & Kellner, LLC History No change 14,328 1,300 0.39% 0.39% 364 0 0.0% Q2 2026 Aug 06, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 14,272 1,295 0.35% 0.35% 365 0 0.0% Q2 2026 Jul 16, 2026
Friday Financial History Reduced 14,012 1,293 0.26% 0.34% 366 -78 -0.55% Q3 2026 Oct 09, 2026
Bernardo Wealth Planning LLC History No change 14,160 1,285 0.22% 0.22% 367 0 0.0% Q2 2026 Jul 27, 2026
Lifeworks Advisors, LLC History No change 14,019 1,272 0.13% 0.13% 368 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group, Inc. History No change 13,863 1,258 0.66% 0.66% 369 0 0.0% Q2 2026 Jul 21, 2026
Financial Plan, Inc. History No change 13,842 1,256 0.12% 0.12% 370 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 13,791 1,252 0.33% 0.33% 371 0 0.0% Q2 2026 Jul 23, 2026
Slagle Financial, LLC History No change 13,701 1,243 0.37% 0.37% 372 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 13,511 1,226 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 13,456 1,221 0.04% 0.04% 374 0 0.0% Q2 2026 Jul 17, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 13,404 1,216 0.19% 0.19% 375 0 0.0% Q2 2026 Aug 11, 2026
Sunburst Financial Group, LLC History Reduced 13,116 1,207 0.19% 0.19% 376 -37 -0.28% Q3 2026 Oct 08, 2026
Merit Financial Group, LLC History No change 13,242 1,202 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 13,059 1,185 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 12,932 1,174 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 27, 2026
Financial Enhancement Group LLC History Reduced 12,336 1,157 0.13% 0.28% 380 -13,195 -51.68% Q3 2026 Oct 08, 2026
Prentice Wealth Management LLC History No change 12,710 1,153 0.24% 0.24% 381 0 0.0% Q2 2026 Jul 15, 2026
Continuum Advisory, LLC History No change 12,576 1,141 0.09% 0.09% 382 0 0.0% Q2 2026 Aug 06, 2026
GenTrust, LLC History No change 12,562 1,140 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 06, 2026
Squire Investment Management Company, LLC History No change 12,506 1,135 0.27% 0.27% 384 0 0.0% Q2 2026 Jul 28, 2026
SCS Capital Management LLC History No change 12,429 1,128 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 06, 2026
TFB Advisors LLC History No change 12,389 1,124 0.5% 0.5% 386 0 0.0% Q2 2026 Aug 06, 2026
Tortoise Investment Management, LLC History No change 12,250 1,112 0.08% 0.08% 387 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial Strategies, Inc. History No change 12,201 1,107 0.08% 0.08% 388 0 0.0% Q2 2026 Jul 24, 2026
Journey Advisory Group, LLC History No change 12,191 1,106 0.08% 0.08% 389 0 0.0% Q2 2026 Aug 04, 2026
HRT FINANCIAL LP History No change 11,807 1,071 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 11,782 1,069 0.22% 0.22% 391 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 11,753 1,067 0.04% 0.04% 392 0 0.0% Q2 2026 Aug 14, 2026
WAYSTONE ADVISORS LLC History No change 11,751 1,066 0.8% 0.8% 393 0 0.0% Q2 2026 Jul 16, 2026
DAVENPORT & Co LLC History No change 11,335 1,029 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 13, 2026
Intrua Financial, LLC History No change 11,309 1,026 0.09% 0.09% 395 0 0.0% Q2 2026 Jul 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 11,038 1,002 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 10,945 994 0.03% 0.03% 397 0 0.0% Q2 2026 Jul 28, 2026
Ridgeline Wealth Planning, LLC History No change 10,879 987 0.63% 0.63% 398 0 0.0% Q2 2026 Jul 24, 2026
Curat Global, LLC History No change 10,850 985 0.8% 0.8% 399 0 0.0% Q2 2026 Jul 22, 2026
Koshinski Asset Management, Inc. History No change 10,799 980 0.05% 0.05% 400 0 0.0% Q2 2026 Jul 27, 2026
Goldstein Advisors, LLC History No change 10,799 980 0.09% 0.09% 401 0 0.0% Q2 2026 Jul 20, 2026
Global Wealth Management Investment Advisory, Inc. History No change 10,749 975 0.14% 0.14% 402 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 10,699 971 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 10, 2026
BOKF, NA History No change 10,660 967 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 10,600 962 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Texas Yale Capital Corp. History No change 10,546 957 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 12, 2026
GERMAN AMERICAN BANCORP, INC. History No change 10,525 955 0.07% 0.07% 407 0 0.0% Q2 2026 Aug 06, 2026
Gibson Wealth Advisors LLC History No change 10,500 953 0.59% 0.59% 408 0 0.0% Q2 2026 Jul 14, 2026
Darrow Company, Inc. History No change 10,278 933 0.36% 0.36% 409 0 0.0% Q2 2026 Jul 29, 2026
CacheTech Inc. History No change 10,275 932 0.15% 0.15% 410 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,235 929 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History No change 10,177 923 0.03% 0.03% 412 0 0.0% Q2 2026 Jul 27, 2026
OLIO Financial Planning History No change 10,142 920 0.23% 0.23% 413 0 0.0% Q2 2026 Jul 17, 2026
Ameritas Investment Partners, Inc. History No change 10,059 913 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 13, 2026
Detalus Advisors, LLC History No change 10,038 911 0.18% 0.18% 415 0 0.0% Q2 2026 Jul 27, 2026
WNY Asset Management, LLC History No change 9,788 888 0.08% 0.08% 416 0 0.0% Q2 2026 Aug 17, 2026
Barnes Wealth Management Group, Inc History No change 9,710 881 0.41% 0.41% 417 0 0.0% Q2 2026 Jul 24, 2026
Indivisible Partners History No change 9,685 879 0.05% 0.05% 418 0 0.0% Q2 2026 Aug 04, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 9,581 869 0.37% 0.37% 419 0 0.0% Q2 2026 Jul 16, 2026
KINTRA WEALTH, LLC History No change 9,182 867 0.05% 0.05% 420 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 9,492 861 0.06% 0.06% 421 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 9,469 859 0.22% 0.22% 422 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Financial Group, LLC History No change 9,327 846 0.27% 0.27% 423 0 0.0% Q3 2026 Oct 06, 2026
US BANCORP \DE\ History No change 9,172 832 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 9,157 831 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 07, 2026
MBE Wealth Management, LLC History No change 8,855 803 0.28% 0.28% 426 0 0.0% Q2 2026 Jul 24, 2026
Nikulski Financial, Inc. History No change 8,741 793 0.17% 0.17% 427 0 0.0% Q2 2026 Jul 28, 2026
Stonebrook Private Inc. History No change 8,727 792 0.14% 0.14% 428 0 0.0% Q2 2026 Aug 14, 2026
CogentBlue Wealth Advisors, LLC History No change 8,574 789 0.73% 0.45% 429 0 0.0% Q3 2026 Oct 09, 2026
SlateStone Wealth, LLC History No change 8,675 788 0.06% 0.06% 430 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 8,496 771 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 05, 2026
Amicus Financial Advisors, LLC History No change 8,461 768 0.19% 0.19% 432 0 0.0% Q2 2026 Jul 20, 2026
Arlington Trust Co LLC History No change 8,431 765 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 07, 2026
Berger Financial Group, Inc History No change 8,375 760 0.04% 0.04% 434 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Wealth, LLC History No change 8,250 749 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 10, 2026
JERICHO FINANCIAL, LLP History No change 8,207 745 0.39% 0.39% 436 0 0.0% Q2 2026 Aug 12, 2026
Crusonia Wealth Advisors LLC History No change 8,212 745 0.12% 0.12% 437 0 0.0% Q2 2026 Jul 30, 2026
CoreCap Advisors, LLC History Reduced 8,087 744 0.02% 0.02% 439 -288 -3.44% Q3 2026 Oct 08, 2026
Meridian Wealth Management, LLC History No change 8,201 744 0.02% 0.02% 438 0 0.0% Q2 2026 Aug 05, 2026
Peirce Capital Management, LLC History No change 7,992 725 0.27% 0.27% 440 0 0.0% Q2 2026 Jul 10, 2026
Prosperity Financial Group, Inc. History No change 7,901 717 0.22% 0.22% 441 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 7,881 715 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 11, 2026
GSG Advisors LLC History No change 7,718 700 0.15% 0.15% 443 0 0.0% Q2 2026 Aug 13, 2026
RFG HOLDINGS, INC. History No change 7,703 699 0.15% 0.15% 444 0 0.0% Q2 2026 Jul 29, 2026
Laraway Financial Advisors Inc History No change 7,651 694 0.42% 0.42% 445 0 0.0% Q2 2026 Aug 03, 2026
Burns Matteson Capital Management, LLC History No change 7,627 692 0.22% 0.22% 446 0 0.0% Q2 2026 Jul 17, 2026
Wise Wealth Partners History No change 7,602 690 1.17% 1.17% 447 0 0.0% Q2 2026 Jul 28, 2026
Strive Financial Group ,LLC History No change 7,607 690 0.3% 0.3% 448 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 7,481 679 0.08% 0.08% 449 0 0.0% Q2 2026 Sep 02, 2026
FIRST NATIONAL BANK OF OMAHA History No change 7,508 678 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 7,317 664 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,289 661 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 7,164 650 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 06, 2026
Elmwood Wealth Management, Inc. History No change 7,080 642 0.16% 0.16% 454 0 0.0% Q2 2026 Jul 07, 2026
FRANKLIN RESOURCES INC History No change 6,978 633 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
SpringVest Wealth Management LLC History No change 6,934 629 0.4% 0.4% 456 0 0.0% Q2 2026 Jul 22, 2026
Destiny Wealth Partners, LLC History No change 6,927 628 0.09% 0.09% 457 0 0.0% Q2 2026 Aug 07, 2026
Glassman Wealth Services History No change 6,908 627 0.08% 0.08% 458 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 6,877 624 0.03% 0.03% 459 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 6,847 621 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 11, 2026
Morrissey Wealth Management, LLC History No change 6,561 610 0.38% 0.38% 461 0 0.0% Q2 2026 Oct 05, 2026
Successful Portfolios LLC History Added to 6,358 594 0.27% 0.27% 462 +48 0.76% Q3 2026 Oct 09, 2026
Goodman Financial Corp History No change 6,536 593 0.09% 0.09% 463 0 0.0% Q2 2026 Jul 29, 2026
Pasadena Private Wealth, LLC History No change 6,520 591 0.08% 0.08% 464 0 0.0% Q2 2026 Aug 10, 2026
Constant Guidance Financial LLC History No change 6,509 590 0.37% 0.37% 465 0 0.0% Q2 2026 Aug 12, 2026
MW ADVISORY, LLC History No change 6,493 589 0.24% 0.24% 466 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 6,337 575 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 11, 2026
VISTA INVESTMENT MANAGEMENT History No change 6,313 573 0.17% 0.17% 468 0 0.0% Q2 2026 Aug 12, 2026
Crumly & Associates Inc. History No change 6,186 569 0.1% 0.11% 469 0 0.0% Q3 2026 Oct 07, 2026
Bank of New York Mellon Corp History No change 6,245 567 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 6,196 562 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 07, 2026
Graetz Wealth LLC History No change 6,151 558 0.45% 0.45% 472 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 6,124 556 0.03% 0.03% 473 0 0.0% Q2 2026 Aug 11, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 6,130 556 0.22% 0.22% 474 0 0.0% Q2 2026 Aug 10, 2026
Kelman-Lazarov, Inc. History No change 6,091 553 0.07% 0.07% 475 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 6,090 552 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 21, 2026
Post Resch Tallon Group Inc. History Added to 5,957 548 0.38% 0.28% 477 +1,455 32.32% Q3 2026 Oct 08, 2026
Intrepid Financial Planning Group LLC History No change 6,023 546 0.19% 0.19% 478 0 0.0% Q2 2026 Aug 12, 2026
Adams Wealth Management History No change 6,021 546 0.1% 0.1% 479 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 5,983 544 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 5,953 540 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 5,907 536 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 05, 2026
RDA Financial Network History No change 5,854 531 0.12% 0.12% 483 0 0.0% Q2 2026 Jul 06, 2026
Wiser Wealth Management, Inc History No change 5,784 525 0.1% 0.1% 484 0 0.0% Q2 2026 Jul 14, 2026
Partnership Wealth Management, LLC History Added to 5,677 522 0.37% 0.33% 485 +256 4.72% Q3 2026 Oct 05, 2026
Apella Capital, LLC History New 5,547 520 0.01% — 486 +5,547 New Q3 2026 Oct 08, 2026
Pinnacle Wealth Management Group, Inc. History No change 5,723 519 0.24% 0.24% 487 0 0.0% Q2 2026 Jul 15, 2026
EverSource Wealth Advisors, LLC History No change 5,616 509 0.02% 0.02% 488 0 0.0% Q2 2026 Jul 24, 2026
Bluespring Wealth Management, LLC History No change 5,602 508 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 11, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 5,580 506 0.14% 0.14% 490 0 0.0% Q2 2026 Jul 24, 2026
Diversify Advisory Services, LLC History No change 5,621 505 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,621 505 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 5,498 499 0.16% 0.16% 493 0 0.0% Q2 2026 Jul 15, 2026
One Wealth Map LLC History No change 5,594 496 0.23% 0.23% 494 0 0.0% Q2 2026 Jul 30, 2026
Patten Group, Inc. History No change 5,449 494 0.08% 0.08% 495 0 0.0% Q2 2026 Aug 06, 2026
Retirement Planning Group, LLC History No change 5,421 492 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 05, 2026
Stone Wealth Partners History No change 5,378 488 0.36% 0.36% 497 0 0.0% Q2 2026 Jul 16, 2026
Vawter Financial, Ltd. History No change 5,344 485 0.18% 0.18% 498 0 0.0% Q2 2026 Jul 24, 2026
WESBANCO BANK INC History No change 5,339 484 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 28, 2026
Nuveen, LLC History No change 5,319 482 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 11, 2026
Vigilare Wealth Management History No change 5,302 481 0.15% 0.15% 501 0 0.0% Q2 2026 Jul 06, 2026
Ridgeline Wealth, LLC History No change 5,302 481 0.28% 0.28% 502 0 0.0% Q2 2026 Jul 06, 2026
Regal Investment Advisors LLC History No change 5,280 479 0.02% 0.02% 503 0 0.0% Q2 2026 Aug 14, 2026
Echo Wealth Management, LLC History No change 5,145 467 0.24% 0.24% 504 0 0.0% Q2 2026 Jul 24, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 5,106 463 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 13, 2026
Seven Springs Wealth Group, LLC History No change 5,091 462 0.1% 0.1% 506 0 0.0% Q2 2026 Aug 04, 2026
JNBA Financial Advisors History No change 5,060 459 0.03% 0.03% 507 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Union Bankshares Corp History No change 5,052 458 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 5,051 458 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History No change 4,979 452 0.18% 0.18% 510 0 0.0% Q2 2026 Aug 07, 2026
Gerber Kawasaki Wealth & Investment Management History No change 4,977 451 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 07, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 4,974 451 0.17% 0.17% 512 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 4,887 443 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 31, 2026
Rockwood Wealth Management, LLC History No change 4,889 443 0.03% 0.03% 514 0 0.0% Q2 2026 Jul 13, 2026
Wilson & Boucher Capital Management, LLC History No change 4,800 435 0.26% 0.26% 515 0 0.0% Q2 2026 Aug 18, 2026
StoneX Group Inc. History No change 4,776 434 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 12, 2026
BCK Partners, Inc. History No change 4,790 434 0.21% 0.21% 517 0 0.0% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History No change 4,773 433 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 31, 2026
Fusion Capital, LLC History No change 4,681 424 0.1% 0.1% 519 0 0.0% Q2 2026 Aug 05, 2026
Raleigh Capital Management Inc. History No change 4,670 423 0.14% 0.14% 520 0 0.0% Q2 2026 Jul 21, 2026
Trademark Financial Management, LLC History No change 4,654 422 0.17% 0.17% 521 0 0.0% Q2 2026 Jul 27, 2026
Neuberger Berman Group LLC History No change 4,643 421 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 13, 2026
Manhattan West Asset Management, LLC History No change 4,645 421 0.07% 0.07% 523 0 0.0% Q2 2026 Aug 11, 2026
Gross & Hartman Investments LLC History No change 4,587 416 0.18% 0.18% 524 0 0.0% Q2 2026 Aug 13, 2026
Gradient Capital Advisors, LLC History No change 4,560 414 0.1% 0.1% 525 0 0.0% Q2 2026 Jul 13, 2026
Focus Financial Network, Inc. History No change 4,550 413 0.01% 0.01% 526 0 0.0% Q2 2026 Jul 09, 2026
Attessa Capital LLC History No change 4,423 407 0.17% 0.18% 527 0 0.0% Q3 2026 Oct 08, 2026
Sherman Wealth Management LLC History No change 4,483 407 0.31% 0.31% 528 0 0.0% Q2 2026 Jul 09, 2026
Falcon Wealth Planning History No change 4,473 406 0.03% 0.03% 529 0 0.0% Q2 2026 Jul 13, 2026
Beacon Capital Management, LLC History No change 4,464 405 0.06% 0.06% 530 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 4,414 400 0.07% 0.07% 531 0 0.0% Q2 2026 Jul 20, 2026
Synergy Investment Management, LLC History No change 4,397 399 0.1% 0.1% 532 0 0.0% Q2 2026 Aug 14, 2026
ARQ WEALTH ADVISORS, LLC History No change 4,388 398 0.05% 0.05% 533 0 0.0% Q2 2026 Jul 24, 2026
Founders Financial Alliance, LLC History No change 4,389 398 0.05% 0.05% 534 0 0.0% Q2 2026 Aug 04, 2026
Advisor Resource Council History No change 4,251 387 0.11% 0.11% 535 0 0.0% Q2 2026 Jul 28, 2026
Invesco Ltd. History No change 4,261 386 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
Crew Capital Management, Ltd History No change 4,262 386 0.21% 0.21% 537 0 0.0% Q2 2026 Aug 03, 2026
Johnson Bixby & Associates, LLC History No change 4,223 383 0.04% 0.04% 538 0 0.0% Q2 2026 Jul 16, 2026
Balance Wealth Partners LLC History No change 4,222 383 0.1% 0.1% 539 0 0.0% Q2 2026 Jul 21, 2026
Thompson David Blair History No change 4,197 381 0.19% 0.19% 540 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 4,192 380 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 28, 2026
Cornell Pochily Investment Advisors, Inc. History No change 4,186 380 0.1% 0.1% 542 0 0.0% Q2 2026 Jul 15, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 4,175 379 0.19% 0.19% 543 0 0.0% Q2 2026 Jul 22, 2026
Horst & Graben Wealth Management LLC History No change 4,154 376 0.05% 0.05% 544 0 0.0% Q2 2026 Jul 22, 2026
UNIQUE WEALTH, LLC History No change 4,127 374 0.04% 0.04% 545 0 0.0% Q2 2026 Jul 21, 2026
CALTON & ASSOCIATES, INC. History No change 4,119 373 0.05% 0.05% 546 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 4,112 373 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 4,054 368 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 4,049 367 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 4,034 366 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 20, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,021 365 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 05, 2026
Balboa Wealth Partners History No change 4,000 363 0.05% 0.05% 552 0 0.0% Q2 2026 Aug 10, 2026
XY Planning Network, Inc. History No change 3,963 359 0.05% 0.05% 553 0 0.0% Q2 2026 Jul 14, 2026
Simplicity Wealth,LLC History No change 3,951 358 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 06, 2026
Orin Green Financial, LLC History No change 3,913 355 0.13% 0.13% 555 0 0.0% Q2 2026 Jul 13, 2026
Core Wealth Management, Inc. History No change 3,906 354 0.1% 0.1% 556 0 0.0% Q2 2026 Jul 29, 2026
WBH ADVISORY INC History No change 3,890 353 0.02% 0.02% 557 0 0.0% Q2 2026 Aug 05, 2026
Clear Harbor Asset Management, LLC History No change 3,819 346 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 12, 2026
Oak Harvest Investment Services History No change 3,822 346 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 24, 2026
Brewster Financial Planning LLC History No change 3,764 341 0.19% 0.19% 560 0 0.0% Q2 2026 Jul 14, 2026
Portfolio Strategies, Inc. History No change 3,736 339 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 10, 2026
Accurate Wealth Management, LLC History No change 3,704 339 0.03% 0.03% 562 0 0.0% Q2 2026 Jul 14, 2026
Midwest Trust Co History No change 3,726 338 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 04, 2026
Altar Rock LLC History No change 3,725 338 0.49% 0.49% 564 0 0.0% Q2 2026 Sep 21, 2026
Emergent Wealth Advisors, LLC History Reduced 3,663 337 0.18% 0.18% 565 -108 -2.86% Q3 2026 Oct 08, 2026
NORTHERN TRUST CORP History No change 3,680 334 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 3,684 334 0.02% 0.02% 567 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 3,665 332 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 06, 2026
McNaughton Wealth Management, LLC History Added to 3,587 330 0.12% 0.12% 569 +1 0.03% Q3 2026 Oct 08, 2026
OMNI 360 Wealth, Inc. History No change 3,630 329 0.15% 0.15% 570 0 0.0% Q2 2026 Jul 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 3,606 327 0.03% 0.03% 571 0 0.0% Q2 2026 Jul 28, 2026
One Wealth Advisors, LLC History No change 3,596 326 0.04% 0.04% 572 0 0.0% Q2 2026 Aug 06, 2026
Intelligence Driven Advisers, LLC History No change 3,540 325 0.06% 0.05% 573 0 0.0% Q3 2026 Oct 09, 2026
Range Financial Group LLC History No change 3,567 323 0.09% 0.09% 574 0 0.0% Q2 2026 Jul 15, 2026
VANGUARD ADVISERS INC History No change 3,556 322 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History Reduced 3,492 321 0.02% 0.02% 576 -22 -0.63% Q3 2026 Oct 08, 2026
Aspen Wealth Management LLC History No change 3,531 320 0.05% 0.05% 577 0 0.0% Q2 2026 Jul 31, 2026
SBI Securities Co., Ltd. History No change 3,505 318 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 22, 2026
Pine Valley Investments Ltd Liability Co History No change 3,510 318 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 24, 2026
HOWARD BAILEY SECURITIES, LLC History No change 3,496 317 0.12% 0.12% 580 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History No change 3,439 312 0.04% 0.04% 581 0 0.0% Q2 2026 Jul 24, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 3,393 307 0.16% 0.16% 582 0 0.0% Q2 2026 Aug 07, 2026
F/m Investments LLC History No change 3,370 306 0.02% 0.02% 583 0 0.0% Q2 2026 Aug 05, 2026
Kestra Investment Management, LLC History No change 3,343 303 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 05, 2026
Legacy Advisory Services, LLC History No change 3,334 302 0.21% 0.21% 585 0 0.0% Q2 2026 Jul 21, 2026
Colonial River Investments, LLC History No change 3,323 301 0.09% 0.09% 586 0 0.0% Q2 2026 Jul 24, 2026
Buska Wealth Management, LLC History No change 3,278 301 0.1% 0.11% 587 0 0.0% Q3 2026 Oct 07, 2026
Future Financial Wealth Managment LLC History No change 3,354 300 0.19% 0.19% 588 0 0.0% Q2 2026 Jul 24, 2026
Focused Wealth Management, Inc History No change 3,294 299 0.03% 0.03% 589 0 0.0% Q2 2026 Aug 06, 2026
Venture Visionary Partners LLC History Added to 3,247 298 0.01% 0.01% 590 +918 39.42% Q3 2026 Oct 07, 2026
TRUE Private Wealth Advisors History No change 3,268 296 0.03% 0.03% 591 0 0.0% Q2 2026 Jul 23, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,228 293 0.03% 0.03% 592 0 0.0% Q2 2026 Jul 28, 2026
Red Door Wealth Management, LLC History No change 3,209 291 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 13, 2026
6th Street Advisors, LLC History No change 3,207 291 0.17% 0.17% 594 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 3,184 289 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 31, 2026
Kaufman Rossin Wealth, LLC History No change 3,177 289 0.14% 0.14% 596 0 0.0% Q2 2026 Jul 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 3,175 288 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 14, 2026
WFA of San Diego, LLC History No change 3,037 286 0.23% 0.23% 598 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History No change 3,597 284 0.05% 0.05% 599 0 0.0% Q2 2026 Jul 17, 2026
Richard P Slaughter Associates Inc History No change 3,097 281 0.06% 0.06% 600 0 0.0% Q2 2026 Jul 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,042 276 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 3,047 276 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 12, 2026
Navalign, LLC History No change 3,003 272 0.06% 0.06% 603 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Management, LLC / MS History No change 2,982 270 0.07% 0.07% 604 0 0.0% Q2 2026 Jul 08, 2026
Trevian Wealth Management LLC History No change 2,927 265 0.11% 0.11% 605 0 0.0% Q2 2026 Jul 24, 2026
SMI Advisory Services, LLC History No change 2,891 263 0.04% 0.04% 606 0 0.0% Q2 2026 Jul 09, 2026
COOKSON PEIRCE & CO INC History No change 2,890 262 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 23, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 2,865 260 0.07% 0.07% 608 0 0.0% Q2 2026 Jul 13, 2026
HOWE & RUSLING INC History No change 2,856 259 0.02% 0.02% 609 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History No change 2,856 259 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 29, 2026
Parisi Gray Wealth Management History No change 2,847 258 0.05% 0.05% 611 0 0.0% Q2 2026 Jul 09, 2026
COMMERCE BANK History No change 2,821 256 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 12, 2026
HBE Wealth Management, LLC History No change 2,800 254 0.18% 0.18% 613 0 0.0% Q2 2026 Jul 13, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 2,788 253 0.03% 0.03% 614 0 0.0% Q2 2026 Aug 04, 2026
Horizon Wealth Management, LLC History No change 2,776 252 0.03% 0.03% 615 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 2,750 249 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 05, 2026
MAYPORT, LLC History No change 2,745 249 0.04% 0.04% 617 0 0.0% Q2 2026 Aug 07, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 2,742 248 0.17% 0.17% 618 0 0.0% Q2 2026 Jul 15, 2026
Hoese & Co LLP History No change 2,721 247 0.16% 0.16% 619 0 0.0% Q2 2026 Jul 14, 2026
MBM WEALTH CONSULTANTS, LLC History No change 2,716 246 0.05% 0.05% 620 0 0.0% Q2 2026 Jul 24, 2026
Plus Group Wealth Advisors LLC History No change 2,714 246 0.23% 0.23% 621 0 0.0% Q2 2026 Jul 13, 2026
Capital Investment Advisory Services, LLC History No change 2,679 243 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 23, 2026
FSA Advisors, Inc. History No change 2,680 243 0.11% 0.11% 623 0 0.0% Q2 2026 Aug 17, 2026
Luminvest Wealth Management LLC History No change 2,680 243 0.06% 0.06% 624 0 0.0% Q2 2026 Jul 29, 2026
NovaPoint Capital, LLC History No change 2,675 242 0.05% 0.05% 625 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History Added to 2,622 241 0.01% 0.01% 626 +7 0.27% Q3 2026 Oct 02, 2026
Compass Ion Advisors, LLC History No change 2,642 239 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 12, 2026
DMC Group, LLC History No change 2,624 238 0.16% 0.16% 628 0 0.0% Q2 2026 Jul 28, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 2,614 237 0.1% 0.1% 629 0 0.0% Q2 2026 Jul 16, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,576 233 0.01% 0.01% 630 0 0.0% Q2 2026 Jul 28, 2026
QUARRY HILL ADVISORS, LLC History No change 2,545 231 0.09% 0.09% 631 0 0.0% Q2 2026 Jul 27, 2026
VICTORY FINANCIAL GROUP, LLC History No change 2,542 230 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 28, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,522 229 0.03% 0.03% 633 0 0.0% Q2 2026 Jul 23, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 2,527 229 0.04% 0.04% 634 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 2,516 228 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 2,519 228 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 2,481 225 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 03, 2026
Truepoint, Inc. History No change 2,472 224 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 31, 2026
Outlook Wealth Advisors, LLC History No change 2,472 224 0.05% 0.05% 639 0 0.0% Q2 2026 Aug 03, 2026
Alchemi Wealth, LLC History No change 2,465 223 0.1% 0.1% 640 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,453 222 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 23, 2026
Blue Chip Partners, LLC History No change 2,438 221 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,444 221 0.13% 0.13% 643 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 2,409 218 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 23, 2026
Vantus Wealth LLC History No change 2,372 215 0.12% 0.12% 645 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 2,353 213 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 2,338 212 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 2,341 212 0.03% 0.03% 648 0 0.0% Q2 2026 Jul 22, 2026
Atala Financial Inc History No change 1,682 212 0.13% 0.13% 649 0 0.0% Q2 2026 Jul 23, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,325 211 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History No change 2,298 211 0.01% 0.01% 651 0 0.0% Q3 2026 Oct 08, 2026
Retirement Management Systems Inc. History No change 2,318 210 0.04% 0.04% 652 0 0.0% Q2 2026 Jul 21, 2026
Fund Advisors of America Inc/FL History No change 2,320 210 0.19% 0.19% 653 0 0.0% Q2 2026 Aug 11, 2026
Redwood Investment Management, LLC History No change 2,295 208 0.02% 0.02% 654 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 2,300 207 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
OakTrust Wealth Advisors, LLC History No change 2,259 205 0.18% 0.18% 656 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History No change 2,226 204 0.01% 0.01% 657 0 0.0% Q3 2026 Oct 08, 2026
KPP Advisory Services LLC History No change 2,250 204 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 24, 2026
Longview Financial Advisors LLC History No change 2,239 203 0.1% 0.1% 659 0 0.0% Q2 2026 Jul 14, 2026
Crews Bank & Trust History No change 2,227 202 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,207 200 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,098 191 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 2,094 190 0.03% 0.03% 663 0 0.0% Q2 2026 Aug 14, 2026
Highland Investment Advisors LLC History No change 2,069 187 0.08% 0.08% 664 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 2,005 182 0.11% 0.11% 665 0 0.0% Q2 2026 Aug 17, 2026
Sherman Asset Management, Inc. History No change 1,973 179 0.14% 0.14% 666 0 0.0% Q2 2026 Aug 05, 2026
AMERIFLEX GROUP, INC. History No change 1,945 176 0.07% 0.07% 667 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 1,884 175 0.12% 0.12% 668 0 0.0% Q2 2026 Aug 18, 2026
SIGNATUREFD, LLC History No change 1,813 164 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 1,789 162 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History No change 1,615 148 0.09% 0.09% 671 0 0.0% Q3 2026 Oct 02, 2026
Lavaca Capital LLC History No change 1,521 138 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 1,525 138 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 03, 2026
Cherry Tree Wealth Management, LLC History No change 1,529 138 0.03% 0.03% 674 0 0.0% Q2 2026 Sep 15, 2026
SHP Wealth Management History No change 1,484 134 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 1,446 131 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 27, 2026
Downshift Financial, LLC History No change 1,435 130 0.06% 0.06% 677 0 0.0% Q2 2026 Aug 12, 2026
TOMPKINS FINANCIAL CORP History No change 1,398 128 0.01% 0.01% 678 0 0.0% Q3 2026 Oct 05, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,419 128 0.03% 0.03% 679 0 0.0% Q2 2026 Aug 27, 2026
Signature Equity Partners, LLC History No change 1,369 124 0.06% 0.06% 680 0 0.0% Q2 2026 Jul 30, 2026
Smithfield Trust Co History No change 1,287 115 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 1,112 100 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 1,106 100 0.04% 0.04% 683 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 1,058 96 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 1,046 94 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 10, 2026
TIAA Wealth Investment Management LLC History No change 1,002 90 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History No change 976 89 0.01% 0.01% 687 0 0.0% Q3 2026 Oct 08, 2026
BESSEMER GROUP INC History No change 970 88 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 12, 2026
Wealth Enhancement Trust Services, Inc. History No change 915 84 0.01% 0.01% 689 0 0.0% Q3 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 905 82 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 875 79 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 04, 2026
Quest 10 Wealth Builders, Inc. History No change 877 79 0.06% 0.06% 692 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 870 78 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 815 73 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 787 71 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 28, 2026
HHM Wealth Advisors, LLC History No change 781 70 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 13, 2026
NFSG Corp History No change 740 67 0.01% 0.01% 697 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 669 60 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 27, 2026
Rossby Financial, LCC History No change 648 58 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 04, 2026
Global Trust Asset Management, LLC History No change 629 57 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 598 54 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 16, 2026
Essential Investment Partners LLC History No change 598 54 0.04% 0.04% 702 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 576 52 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 573 52 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 15, 2026
Concord Wealth Partners History No change 552 50 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 549 49 0.03% 0.03% 706 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 502 46 0.0% 0.0% 707 0 0.0% Q3 2026 Oct 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 500 45 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 20, 2026
First Pacific Financial History No change 498 45 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 494 44 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 17, 2026
Paladin Advisory Group, LLC History No change 486 44 0.03% 0.03% 711 0 0.0% Q2 2026 Jul 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 483 43 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 17, 2026
JPL Wealth Management, LLC History No change 471 42 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 451 40 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 29, 2026
Timmons Wealth Management, LLC History No change 444 40 0.03% 0.03% 715 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 427 38 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 12, 2026
Operose Advisors LLC History No change 392 35 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 13, 2026
Brooklyn FI, LLC History No change 381 34 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 04, 2026
Topsail Wealth Management, LLC History No change 355 32 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 348 31 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 339 30 0.01% 0.01% 721 0 0.0% Q2 2026 Jul 13, 2026
Aventus Investment Advisors, Inc. History No change 331 30 0.02% 0.02% 722 0 0.0% Q3 2026 Oct 09, 2026
GGM Financial LLC History No change 326 29 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 23, 2026
Nova Wealth Management, Inc. History No change 327 29 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 13, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 300 27 0.0% — 726 +300 New Q3 2026 Oct 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 304 27 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 05, 2026
Washington Trust Advisors, Inc. History No change 289 26 0.0% 0.0% 727 0 0.0% Q2 2026 Jul 29, 2026
Measured Wealth Private Client Group, LLC History No change 276 25 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 10, 2026
Phillip James Consulting Co. History No change 280 25 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 275 24 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 271 24 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 10, 2026
Coston, McIsaac & Partners History No change 262 23 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 262 23 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 24, 2026
Kilter Group LLC History No change 264 23 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Management Group, LLC History No change 231 20 0.0% 0.0% 735 0 0.0% Q2 2026 Jul 27, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 213 19 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 211 19 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 194 17 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 195 17 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 180 16 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 167 15 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 169 15 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 07, 2026
Meramec Financial Planners, LLC History No change 175 15 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 156 14 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 161 14 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 30, 2026
Bay Harbor Wealth Management, LLC History No change 151 13 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 145 13 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 21, 2026
Caldwell Trust Co History No change 150 13 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 03, 2026
Moisand Fitzgerald Tamayo, LLC History No change 139 12 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 124 11 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 128 11 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 115 10 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 10, 2026
IMG Wealth Management, Inc. History No change 119 10 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 101 9 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 107 9 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 106 9 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 104 9 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 13, 2026
Tower View Wealth Management LLC History No change 102 9 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 24, 2026
Allspring Global Investments Holdings, LLC History No change 107 9 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 97 8 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 23, 2026
Orion Capital Management LLC History No change 80 7 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 17, 2026
Atomic Invest LLC History No change 84 7 0.0% 0.0% 762 0 0.0% Q2 2026 Sep 25, 2026
GoalVest Advisory LLC History No change 70 6 0.0% 0.0% 763 0 0.0% Q3 2026 Oct 02, 2026
DHJJ Financial Advisors, Ltd. History No change 69 6 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 24, 2026
Park Square Financial Group, LLC History No change 72 6 0.05% 0.05% 765 0 0.0% Q2 2026 Jul 31, 2026
Networth Advisors, LLC History No change 57 5 0.0% 0.0% 766 0 0.0% Q2 2026 Jul 22, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 50 4 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 21, 2026
Institute for Wealth Management, LLC. History No change 46 4 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 28, 2026
Crewe Advisors LLC History No change 55 4 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 55 4 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 24, 2026
Oakmont Advisory Group, LLC History No change 51 4 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 36 3 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 24, 2026
Darwin Wealth Management, LLC History No change 30 2 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 21, 2026
1620 INVESTMENT ADVISORS, INC. History No change 30 2 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 22 1 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 28, 2026
BARRETT & COMPANY, INC. History No change 12 1 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 24, 2026
DLK Investment Management, LLC History Closed out 0 0 — 0.28% — -9,962 -100.0% Q3 2026 Oct 08, 2026
HM PAYSON & CO History No change 10 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Partners, Ltd. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Signature Resources Capital Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
VSM Wealth Advisory, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Anchor Bay Capital, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Benson Wealth Management INC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Advocate Investing Services LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026