SPDR SERIES TRUST - SPYG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History No change 40,632,371 4,834,845 1.09% 1.09% 1 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 16,355,720 1,946,167 3.46% 3.46% 2 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 15,917,623 1,894,037 0.16% 0.16% 3 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 10,803,596 1,285,443 0.26% 0.26% 4 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 10,545,678 1,254,830 5.33% 5.33% 5 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 10,387,210 1,235,974 0.08% 0.08% 6 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,569,500 1,138,675 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 9,489,431 1,129,147 0.27% 0.27% 8 0 0.0% Q2 2026 Sep 23, 2026
Horizon Investments, LLC History No change 5,552,636 660,708 7.24% 7.24% 9 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 5,588,841 656,185 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 4,738,201 563,798 5.98% 5.98% 11 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 4,531,390 536,023 3.2% 3.2% 12 0 0.0% Q2 2026 Aug 17, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,329,392 515,154 0.14% 0.14% 13 0 0.0% Q2 2026 Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,211,914 501,175 3.75% 3.75% 14 0 0.0% Q2 2026 Aug 05, 2026
Dynasty Wealth Management, LLC History No change 3,811,664 453,549 3.37% 3.37% 15 0 0.0% Q2 2026 Aug 13, 2026
Quotient Wealth Partners, LLC History No change 3,667,167 436,356 10.3% 10.3% 16 0 0.0% Q2 2026 Aug 03, 2026
UBS Group AG History No change 3,587,593 426,887 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 3,452,793 410,847 0.06% 0.06% 18 0 0.0% Q2 2026 Aug 14, 2026
Orgel Wealth Management, LLC History No change 3,398,409 404,376 7.67% 7.67% 19 0 0.0% Q2 2026 Jul 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,317,734 394,777 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 3,263,810 388,360 0.35% 0.35% 21 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,158,745 375,859 0.29% 0.29% 22 0 0.0% Q2 2026 Sep 09, 2026
AE Wealth Management LLC History No change 2,969,896 353,388 1.65% 1.65% 23 0 0.0% Q2 2026 Aug 03, 2026
Kestra Investment Management, LLC History No change 2,920,221 347,477 6.73% 6.73% 24 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 2,888,101 343,661 8.43% 8.43% 25 0 0.0% Q2 2026 Aug 11, 2026
Willis Johnson & Associates, Inc. History No change 2,813,228 334,746 18.65% 18.65% 26 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 2,986,077 323,841 0.95% 0.95% 27 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 2,619,648 311,711 1.43% 1.43% 28 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 2,612,899 310,908 0.37% 0.37% 29 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 2,587,784 307,938 0.36% 0.36% 30 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 2,463,414 293,121 0.28% 0.28% 31 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 2,445,430 290,981 1.63% 1.63% 32 0 0.0% Q2 2026 Jul 29, 2026
NorthRock Partners, LLC History No change 2,326,724 276,856 4.02% 4.02% 33 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,295,436 273,133 0.15% 0.15% 34 0 0.0% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History No change 2,170,139 258,224 9.55% 9.55% 35 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,138,543 254,465 0.88% 0.88% 36 0 0.0% Q2 2026 Aug 10, 2026
SCS Capital Management LLC History No change 1,934,606 230,198 2.17% 2.17% 37 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 1,812,961 215,724 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,789,081 212,882 5.68% 5.68% 39 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 1,776,289 211,361 0.18% 0.18% 40 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,736,874 206,670 0.26% 0.26% 41 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 1,766,081 202,304 3.38% 3.38% 42 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,766,081 202,304 3.38% 3.38% 43 0 0.0% Q2 2026 Jul 29, 2026
Kingsview Wealth Management, LLC History No change 1,608,668 191,415 2.32% 2.32% 44 0 0.0% Q2 2026 Aug 18, 2026
Focused Wealth Management, Inc History No change 1,531,390 182,220 15.85% 15.85% 45 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History Reduced 1,480,133 182,174 5.24% 5.23% 46 -9,427 -0.63% Q3 2026 Oct 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,573,727 180,533 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,429,611 170,109 3.39% 3.39% 48 0 0.0% Q2 2026 Jul 15, 2026
Octavia Wealth Advisors, LLC History No change 1,400,992 166,704 14.39% 14.39% 49 0 0.0% Q2 2026 Jul 14, 2026
AlphaStar Capital Management, LLC History No change 1,352,196 160,897 10.23% 10.23% 50 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 1,334,292 158,767 0.32% 0.32% 51 0 0.0% Q2 2026 Aug 07, 2026
BENJAMIN EDWARDS INC History No change 1,320,719 157,155 1.43% 1.43% 52 0 0.0% Q2 2026 Jul 24, 2026
Syntegra Private Wealth Group, LLC History No change 1,308,727 155,725 12.06% 12.06% 53 0 0.0% Q2 2026 Jul 15, 2026
PRUDENTIAL FINANCIAL INC History No change 1,269,168 151,018 0.16% 0.16% 54 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,217,314 144,848 0.66% 0.66% 55 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL TRUST CO History No change 1,163,640 138,461 4.7% 4.7% 56 0 0.0% Q2 2026 Jul 30, 2026
CIBC Bancorp USA Inc. History No change 1,129,673 134,329 0.16% 0.16% 57 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 1,127,958 134,215 5.14% 5.14% 58 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 1,112,724 132,403 0.87% 0.87% 59 0 0.0% Q2 2026 Sep 08, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,064,857 126,707 6.49% 6.49% 60 0 0.0% Q2 2026 Jul 31, 2026
Waverly Advisors, LLC History No change 983,337 117,007 0.68% 0.68% 61 0 0.0% Q2 2026 Aug 14, 2026
Cannon Financial Strategists, Inc. History No change 914,234 108,784 12.38% 12.38% 62 0 0.0% Q2 2026 Aug 07, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 911,956 108,513 1.43% 1.43% 63 0 0.0% Q2 2026 Jul 15, 2026
Black Swift Group, LLC History No change 869,331 103,441 14.95% 14.95% 64 0 0.0% Q2 2026 Aug 13, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 857,497 102,033 7.55% 7.55% 65 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 854,452 101,671 0.33% 0.33% 66 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 836,240 99,496 0.1% 0.1% 67 0 0.0% Q2 2026 Aug 13, 2026
Convergence Financial, LLC History No change 817,671 97,295 7.74% 7.74% 68 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 807,405 96,073 0.06% 0.06% 69 0 0.0% Q2 2026 Aug 13, 2026
KWB Wealth History No change 798,372 94,998 8.13% 8.13% 70 0 0.0% Q2 2026 Jul 10, 2026
NICOLET BANKSHARES INC History No change 794,989 94,429 3.0% 3.0% 71 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 765,951 91,140 1.84% 1.84% 72 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 765,741 91,115 1.94% 1.94% 73 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 740,902 88,160 0.2% 0.2% 74 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 739,299 87,969 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 27, 2026
Dakota Wealth Management History No change 733,889 87,325 1.67% 1.67% 76 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 726,177 86,407 3.04% 3.04% 77 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 693,472 82,516 0.16% 0.16% 78 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 693,192 82,482 0.9% 0.9% 79 0 0.0% Q2 2026 Aug 12, 2026
SilverOak Wealth Management LLC History No change 681,977 81,148 10.45% 10.45% 80 0 0.0% Q2 2026 Jul 29, 2026
Ackerman Capital Advisors, LLC History No change 670,729 79,810 16.07% 16.07% 81 0 0.0% Q2 2026 Jul 30, 2026
First Command Advisory Services, Inc. History No change 669,039 79,586 0.47% 0.47% 82 0 0.0% Q2 2026 Aug 10, 2026
Klingman & Associates, LLC History No change 646,841 76,967 3.28% 3.28% 83 0 0.0% Q2 2026 Jul 29, 2026
OARSMAN CAPITAL, INC. History No change 631,032 75,086 7.95% 7.95% 84 0 0.0% Q2 2026 Aug 07, 2026
RESTON WEALTH MANAGEMENT LLC History No change 612,211 72,847 19.64% 19.64% 85 0 0.0% Q2 2026 Jul 23, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 591,567 72,810 6.32% 6.0% 86 -6,634 -1.11% Q3 2026 Oct 07, 2026
Composition Wealth, LLC History No change 550,470 65,500 0.77% 0.77% 87 0 0.0% Q2 2026 Jul 22, 2026
COURIER CAPITAL LLC History No change 549,195 65,348 3.26% 3.26% 88 0 0.0% Q2 2026 Jul 16, 2026
Merit Financial Group, LLC History No change 536,798 63,873 0.39% 0.39% 89 0 0.0% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History No change 536,479 63,835 1.0% 1.0% 90 0 0.0% Q2 2026 Jul 15, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 510,696 62,856 1.05% 1.07% 91 -63,013 -10.98% Q3 2026 Oct 01, 2026
HSBC HOLDINGS PLC History No change 506,680 60,289 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 496,052 59,028 3.92% 3.92% 93 0 0.0% Q2 2026 Aug 14, 2026
Navigation Group, LLC History No change 475,059 56,527 11.0% 11.0% 94 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 471,923 56,154 0.09% 0.09% 95 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 460,749 54,824 0.66% 0.66% 96 0 0.0% Q2 2026 Aug 07, 2026
CGN Advisors LLC History No change 459,393 54,663 3.99% 3.99% 97 0 0.0% Q2 2026 Jul 06, 2026
TRUEFG, LLC History No change 457,032 54,382 12.7% 12.7% 98 0 0.0% Q2 2026 Jul 16, 2026
Waterloo Capital, L.P. History No change 454,743 54,109 3.04% 3.04% 99 0 0.0% Q2 2026 Jul 29, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 454,381 54,066 2.02% 2.02% 100 0 0.0% Q2 2026 Aug 13, 2026
Rodgers & Associates, LTD History No change 449,619 53,500 4.86% 4.86% 101 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group History No change 442,924 52,703 3.13% 3.13% 102 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 442,577 52,662 0.53% 0.53% 103 0 0.0% Q2 2026 Aug 11, 2026
71 West Capital Partners History No change 440,278 52,388 1.81% 1.81% 104 0 0.0% Q2 2026 Aug 04, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 429,682 51,127 20.95% 20.95% 105 0 0.0% Q2 2026 Jul 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 419,977 49,973 2.47% 2.47% 106 0 0.0% Q2 2026 Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 418,135 49,753 0.55% 0.55% 107 0 0.0% Q2 2026 Jul 28, 2026
Garrett Wealth Advisory Group, LLC History No change 412,059 49,030 7.54% 7.54% 108 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 411,904 49,012 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 06, 2026
Redwood Investment Management, LLC History No change 410,139 48,802 4.84% 4.84% 110 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 408,040 48,552 3.99% 3.99% 111 0 0.0% Q2 2026 Aug 10, 2026
TLWM History Added to 394,302 48,530 7.73% 7.53% 112 +5,236 1.35% Q3 2026 Oct 08, 2026
Kozak & Associates, Inc. History No change 409,311 48,478 8.41% 8.41% 113 0 0.0% Q2 2026 Jul 02, 2026
Aptus Capital Advisors, LLC History No change 399,148 47,494 0.32% 0.32% 114 0 0.0% Q2 2026 Aug 12, 2026
NOTTINGHAM ADVISORS, INC. History No change 335,055 47,318 5.65% 5.65% 115 0 0.0% Q2 2026 Jul 27, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 374,184 46,054 9.35% 8.64% 116 +21,381 6.06% Q3 2026 Oct 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 385,712 45,896 0.72% 0.72% 117 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 384,104 45,704 0.14% 0.14% 118 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 380,113 45,229 0.25% 0.25% 119 0 0.0% Q2 2026 Aug 11, 2026
Drake & Associates, LLC History No change 378,474 45,034 7.59% 7.59% 120 0 0.0% Q2 2026 Aug 10, 2026
Destiny Capital Corp/CO History No change 376,350 44,781 20.83% 20.83% 121 0 0.0% Q2 2026 Aug 10, 2026
Whitcomb & Hess, Inc. History Added to 363,094 44,689 9.57% 9.27% 122 +2,566 0.71% Q3 2026 Oct 07, 2026
ERn Financial, LLC History No change 373,603 44,455 7.36% 7.36% 123 0 0.0% Q2 2026 Jul 23, 2026
Sunburst Financial Group, LLC History Reduced 360,100 44,321 7.02% 7.14% 124 -10,218 -2.76% Q3 2026 Oct 08, 2026
Western Wealth Management, LLC History No change 370,959 44,140 1.44% 1.44% 125 0 0.0% Q2 2026 Aug 14, 2026
Investments & Financial Planning, LLC History No change 369,041 43,912 20.79% 20.79% 126 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 359,819 43,178 0.07% 0.07% 127 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 356,590 42,430 1.34% 1.34% 128 0 0.0% Q2 2026 Jul 27, 2026
Alta Wealth Advisors LLC History No change 350,980 41,763 11.32% 11.32% 129 0 0.0% Q2 2026 Jul 30, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 348,013 41,410 17.09% 17.09% 130 0 0.0% Q2 2026 Jul 16, 2026
VERUS CAPITAL PARTNERS, LLC History No change 332,683 39,585 2.14% 2.14% 131 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 332,462 39,559 0.34% 0.34% 132 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 331,823 39,483 0.06% 0.06% 133 0 0.0% Q2 2026 Aug 05, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 318,078 39,149 4.82% 5.07% 134 -5,232 -1.62% Q3 2026 Oct 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 326,305 38,827 0.72% 0.72% 135 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 318,200 37,862 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 318,096 37,850 2.43% 2.43% 137 0 0.0% Q2 2026 Jul 27, 2026
Leslie Global Wealth, LLC History No change 315,334 37,521 14.61% 14.61% 138 0 0.0% Q2 2026 Jul 21, 2026
Retirement Management Systems Inc. History No change 313,160 37,262 7.63% 7.63% 139 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 306,162 36,430 8.02% 8.02% 140 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 305,652 36,369 2.45% 2.45% 141 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 303,229 36,081 0.74% 0.74% 142 0 0.0% Q2 2026 Aug 06, 2026
CX Institutional History Added to 292,447 35,994 0.97% 0.97% 143 +9,189 3.24% Q3 2026 Oct 02, 2026
Compton Financial Group, LLC History No change 299,523 35,640 6.86% 6.86% 144 0 0.0% Q2 2026 Aug 12, 2026
Clark Capital Management Group, Inc. History No change 298,651 35,536 0.19% 0.19% 145 0 0.0% Q2 2026 Aug 11, 2026
RETIREMITTEN FINANCIAL LLC History No change 291,147 34,643 14.61% 14.61% 146 0 0.0% Q2 2026 Aug 10, 2026
Sargent Investment Group, LLC History No change 286,828 34,129 4.1% 4.1% 147 0 0.0% Q2 2026 Aug 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 286,742 34,119 2.59% 2.59% 148 0 0.0% Q2 2026 Jul 16, 2026
Fifth Third Wealth Advisors LLC History No change 283,982 33,791 0.95% 0.95% 149 0 0.0% Q2 2026 Jul 17, 2026
Eagle Strategies LLC History No change 279,808 33,294 3.31% 3.31% 150 0 0.0% Q2 2026 Jul 21, 2026
CVFG LLC History No change 278,219 33,105 3.48% 3.48% 151 0 0.0% Q2 2026 Aug 11, 2026
Symphony Financial, Ltd. Co. History No change 280,638 33,017 3.61% 3.61% 152 0 0.0% Q2 2026 Aug 03, 2026
First Heartland Consultants, Inc. History Added to 264,876 32,600 2.17% 1.98% 153 +7,223 2.8% Q3 2026 Oct 08, 2026
Roberts Financial Services LLC History No change 272,765 32,456 9.5% 9.5% 154 0 0.0% Q2 2026 Aug 06, 2026
MMA ASSET MANAGEMENT LLC History No change 272,371 32,409 10.31% 10.31% 155 0 0.0% Q2 2026 Aug 04, 2026
Advisors Capital Management, LLC History No change 268,041 31,894 0.34% 0.34% 156 0 0.0% Q2 2026 Aug 11, 2026
Three Cord True Wealth Management, LLC History No change 266,058 31,658 15.06% 15.06% 157 0 0.0% Q2 2026 Jul 23, 2026
BIP Wealth, LLC History No change 261,498 31,115 0.88% 0.88% 158 0 0.0% Q2 2026 Aug 03, 2026
BALANCED WEALTH GROUP LLC History No change 261,997 31,058 9.82% 9.82% 159 0 0.0% Q2 2026 Aug 10, 2026
Foguth Wealth Management, LLC. History No change 261,755 30,515 3.47% 3.47% 160 0 0.0% Q2 2026 Jul 21, 2026
Buck Wealth Strategies, LLC History No change 255,300 30,378 3.18% 3.18% 161 0 0.0% Q2 2026 Jul 30, 2026
Marathon Mission, Inc. History Added to 246,215 30,304 15.29% 14.49% 162 +2,166 0.89% Q3 2026 Oct 01, 2026
Stonebridge Financial Group, LLC History Added to 244,460 30,088 2.22% 2.15% 163 +6,004 2.52% Q3 2026 Oct 01, 2026
Stonebrook Private Inc. History No change 251,999 29,985 5.47% 5.47% 164 0 0.0% Q2 2026 Aug 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 249,942 29,740 6.9% 6.9% 165 0 0.0% Q2 2026 Aug 07, 2026
CarsonAllaria Wealth Management, Ltd. History No change 249,537 29,692 12.87% 12.87% 166 0 0.0% Q2 2026 Jul 28, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 246,422 29,321 3.43% 3.43% 167 0 0.0% Q2 2026 Aug 13, 2026
Graney & King, LLC History No change 246,154 29,289 10.53% 10.53% 168 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 241,209 28,701 1.01% 1.01% 169 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 239,300 28,474 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 12, 2026
Horizon Wealth Management, LLC History No change 233,299 27,760 3.54% 3.54% 171 0 0.0% Q2 2026 Aug 06, 2026
Portside Wealth Group, LLC History No change 233,134 27,740 3.23% 3.23% 172 0 0.0% Q2 2026 Jul 14, 2026
VICUS CAPITAL History No change 232,359 27,648 1.78% 1.78% 173 0 0.0% Q2 2026 Aug 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 231,019 27,488 2.8% 2.8% 174 0 0.0% Q2 2026 Jul 28, 2026
Choice Wealth Advisors LLC History No change 230,868 27,471 9.64% 9.64% 175 0 0.0% Q2 2026 Jul 09, 2026
Sage Advisory Services, Ltd.Co. History No change 229,926 27,359 13.46% 13.46% 176 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 228,502 27,189 0.26% 0.26% 177 0 0.0% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History No change 228,071 27,138 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
GRANVILLE CAPITAL, INC. History No change 227,928 27,121 12.12% 12.12% 179 0 0.0% Q2 2026 Aug 11, 2026
Beutel, Goodman & Co Ltd. History No change 227,125 27,049 0.2% 0.2% 180 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 226,346 26,932 0.32% 0.32% 181 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 224,220 26,680 0.61% 0.61% 182 0 0.0% Q2 2026 Aug 05, 2026
JNBA Financial Advisors History No change 224,178 26,674 2.02% 2.02% 183 0 0.0% Q2 2026 Jul 23, 2026
Ciovacco Capital Management LLC History No change 221,949 26,409 11.75% 11.75% 184 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 220,621 26,251 0.04% 0.04% 185 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 219,731 26,145 1.12% 1.12% 186 0 0.0% Q2 2026 Jul 22, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 218,674 26,020 0.19% 0.19% 187 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 217,212 25,846 0.64% 0.64% 188 0 0.0% Q2 2026 Jul 27, 2026
Concord Wealth Partners History No change 216,793 25,796 2.95% 2.95% 189 0 0.0% Q2 2026 Jul 27, 2026
Fortitude Financial, LLC History No change 212,893 25,332 22.76% 22.76% 190 0 0.0% Q2 2026 Jul 09, 2026
Mirae Asset Global Investments Co., Ltd. History No change 212,874 25,329 0.04% 0.04% 191 0 0.0% Q2 2026 Jul 22, 2026
Buska Wealth Management, LLC History Reduced 205,109 25,244 8.69% 9.92% 192 -25,979 -11.24% Q3 2026 Oct 07, 2026
Investors Research Corp History Reduced 204,395 25,156 4.42% 4.38% 193 -1,218 -0.59% Q3 2026 Oct 07, 2026
Hofer & Associates. Inc History No change 207,313 24,668 11.92% 11.92% 194 0 0.0% Q2 2026 Jul 21, 2026
ABOUND FINANCIAL, LLC History No change 207,305 24,667 9.83% 9.83% 195 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 206,823 24,609 0.42% 0.42% 196 0 0.0% Q2 2026 Jul 10, 2026
PFG Private Wealth Management, LLC History No change 206,213 24,537 10.63% 10.63% 197 0 0.0% Q2 2026 Jul 23, 2026
Concord Asset Management, LLC/VA History No change 206,125 24,526 3.8% 3.8% 198 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 202,687 24,117 0.89% 0.89% 199 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 199,584 23,748 0.44% 0.44% 200 0 0.0% Q2 2026 Jul 15, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 198,184 23,581 7.27% 7.27% 201 0 0.0% Q2 2026 Jul 22, 2026
Tower Wealth Partners, Inc. History No change 197,946 23,553 11.63% 11.63% 202 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 195,374 23,248 0.9% 0.9% 203 0 0.0% Q2 2026 Aug 17, 2026
Harbor Group, Inc. History No change 195,231 23,230 2.73% 2.73% 204 0 0.0% Q2 2026 Jul 22, 2026
Vertex Planning Partners, LLC History No change 193,662 23,043 3.42% 3.42% 205 0 0.0% Q2 2026 Aug 14, 2026
1834 INVESTMENT ADVISORS CO History No change 193,162 22,984 2.6% 2.6% 206 0 0.0% Q2 2026 Jul 30, 2026
Rooted Wealth Advisors, Inc. History No change 190,829 22,706 5.56% 5.56% 207 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 189,928 22,599 2.15% 2.15% 208 0 0.0% Q2 2026 Aug 07, 2026
Optas, LLC History No change 189,057 22,496 3.15% 3.15% 209 0 0.0% Q2 2026 Jul 21, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 181,663 22,359 4.38% 2.85% 210 +68,891 61.09% Q3 2026 Oct 05, 2026
Boyd Wealth Management, LLC History No change 184,601 21,965 8.31% 8.31% 211 0 0.0% Q2 2026 Jul 16, 2026
Tempo Wealth, LLC History No change 184,561 21,960 3.25% 3.25% 212 0 0.0% Q2 2026 Jul 27, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 184,133 21,909 8.4% 8.4% 213 0 0.0% Q2 2026 Jul 20, 2026
Collier Financial History No change 182,496 21,715 14.86% 14.86% 214 0 0.0% Q2 2026 Jul 30, 2026
Navalign, LLC History No change 182,166 21,675 5.05% 5.05% 215 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 177,932 21,172 0.0% 0.0% 216 0 0.0% Q2 2026 Sep 02, 2026
TRUE BLUE FINANCIAL, LLC History No change 177,816 21,158 8.93% 8.93% 217 0 0.0% Q2 2026 Jul 17, 2026
Systelligence, LLC History No change 177,580 21,130 3.53% 3.53% 218 0 0.0% Q2 2026 Jul 14, 2026
Ensign Peak Advisors, Inc History No change 174,070 20,712 0.03% 0.03% 219 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 173,973 20,701 5.0% 5.0% 220 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 173,137 20,601 0.7% 0.7% 221 0 0.0% Q2 2026 Aug 06, 2026
Northwest Wealth Advisors, LLC History No change 172,661 20,544 11.8% 11.8% 222 0 0.0% Q2 2026 Jul 23, 2026
UNIVEST FINANCIAL Corp History No change 172,593 20,536 1.01% 1.01% 223 0 0.0% Q2 2026 Aug 07, 2026
Goodman Advisory Group, LLC History No change 171,260 20,378 4.68% 4.68% 224 0 0.0% Q2 2026 Aug 12, 2026
MONECO ADVISORS, LLC History No change 169,472 20,165 1.23% 1.23% 225 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 169,025 20,112 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 14, 2026
Diligent Investors, LLC History No change 164,910 19,622 4.37% 4.37% 227 0 0.0% Q2 2026 Jul 24, 2026
Financial Gravity Companies, Inc. History No change 164,903 19,621 3.18% 3.18% 228 0 0.0% Q2 2026 Aug 05, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 164,264 19,545 16.87% 16.87% 229 0 0.0% Q2 2026 Aug 06, 2026
Benchmark Financial, LLC History No change 162,245 19,305 15.73% 15.73% 230 0 0.0% Q2 2026 Jul 21, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 159,963 19,033 2.74% 2.74% 231 0 0.0% Q2 2026 Jul 29, 2026
Trilogy Capital Inc. History No change 158,417 18,850 0.73% 0.73% 232 0 0.0% Q2 2026 Jul 02, 2026
PECAUT & CO. History No change 155,879 18,548 5.65% 5.65% 233 0 0.0% Q2 2026 Aug 03, 2026
Sentinel Advisory Group, LLC History No change 155,863 18,546 7.57% 7.57% 234 0 0.0% Q2 2026 Jul 23, 2026
Petix & Botte Co History No change 154,601 18,396 3.7% 3.7% 235 0 0.0% Q2 2026 Aug 04, 2026
Hobart Private Capital, LLC History No change 154,249 18,354 3.15% 3.15% 236 0 0.0% Q2 2026 Jul 06, 2026
M&T BANK CORP History No change 153,130 18,221 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 04, 2026
Able Wealth Management LLC History No change 152,934 18,197 4.18% 4.18% 238 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 149,296 17,764 0.03% 0.03% 239 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 146,984 17,489 1.24% 1.24% 240 0 0.0% Q2 2026 Jul 09, 2026
INTEGRITY ALLIANCE, LLC. History No change 146,863 17,475 0.55% 0.55% 241 0 0.0% Q2 2026 Jul 31, 2026
Odyssey Group, LLC History No change 145,073 17,262 4.67% 4.67% 242 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 144,829 17,233 0.96% 0.96% 243 0 0.0% Q2 2026 Jul 29, 2026
Bridgewealth Advisory Group, LLC History No change 144,585 17,204 3.25% 3.25% 244 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 144,128 17,149 0.13% 0.13% 245 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 143,962 17,130 0.37% 0.37% 246 0 0.0% Q2 2026 Jul 17, 2026
Envestnet Portfolio Solutions, Inc. History No change 143,845 17,116 0.08% 0.08% 247 0 0.0% Q2 2026 Sep 23, 2026
TPG Financial Advisors, LLC History No change 143,799 17,110 5.11% 5.11% 248 0 0.0% Q2 2026 Aug 10, 2026
Affinity Capital Advisors, LLC History No change 142,897 16,961 2.1% 2.1% 249 0 0.0% Q2 2026 Jul 08, 2026
Probity Advisors, Inc. History No change 142,395 16,943 2.42% 2.42% 250 0 0.0% Q2 2026 Jul 31, 2026
Synergy Investment Management, LLC History No change 142,185 16,918 4.09% 4.09% 251 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 140,822 16,756 0.5% 0.5% 252 0 0.0% Q2 2026 Aug 03, 2026
Sanctuary Advisors, LLC History No change 139,304 16,575 0.08% 0.08% 253 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 134,665 16,574 0.12% 0.07% 254 +62,963 87.81% Q3 2026 Oct 08, 2026
CBM Financial, LLC History No change 141,160 16,409 9.76% 9.76% 255 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 137,355 16,343 0.06% 0.06% 256 0 0.0% Q2 2026 Aug 11, 2026
Millington Financial Advisors, LLC History No change 140,478 16,330 6.42% 6.42% 257 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 135,930 16,174 0.92% 0.92% 258 0 0.0% Q2 2026 Jul 15, 2026
Optimist Retirement Group LLC History No change 135,356 16,106 6.21% 6.21% 259 0 0.0% Q2 2026 Aug 10, 2026
Asset Allocation Strategies LLC History No change 135,186 16,085 2.48% 2.48% 260 0 0.0% Q2 2026 Aug 17, 2026
Walsh & Associates, LLC History No change 135,126 16,078 13.13% 13.13% 261 0 0.0% Q2 2026 Jul 21, 2026
Wealth Advisors of Iowa, LLC History No change 135,000 16,063 4.35% 4.35% 262 0 0.0% Q2 2026 Jul 30, 2026
Stone Wealth Partners History No change 133,745 15,914 11.64% 11.64% 263 0 0.0% Q2 2026 Jul 16, 2026
POWER WEALTH MANAGEMENT LLC History No change 132,715 15,791 5.43% 5.43% 264 0 0.0% Q2 2026 Aug 03, 2026
Carnegie Investment Counsel History No change 132,225 15,733 0.32% 0.32% 265 0 0.0% Q2 2026 Jul 30, 2026
TAGStone Capital, Inc. History No change 131,583 15,657 4.98% 4.98% 266 0 0.0% Q2 2026 Aug 11, 2026
Bucket List Wealth Management, LLC History No change 130,637 15,544 7.66% 7.66% 267 0 0.0% Q2 2026 Jul 16, 2026
Macco Financial Group, Inc. History No change 129,904 15,457 10.04% 10.04% 268 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 129,622 15,423 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 127,424 15,162 0.92% 0.92% 270 0 0.0% Q2 2026 Aug 07, 2026
Seal Cove Capital, LLC History No change 123,278 14,668 11.24% 11.24% 271 0 0.0% Q2 2026 Aug 13, 2026
Aureum Wealth Management, LLC History No change 122,599 14,588 9.04% 9.04% 272 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Advisory Partners LLC History No change 120,854 14,380 0.27% 0.27% 273 0 0.0% Q2 2026 Jul 09, 2026
Lido Advisors, LLC History No change 119,661 14,238 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 07, 2026
GenWealth Group, Inc. History No change 118,355 14,083 2.19% 2.19% 275 0 0.0% Q2 2026 Jul 10, 2026
Arax Advisory Partners History No change 118,187 14,063 0.09% 0.09% 276 0 0.0% Q2 2026 Aug 10, 2026
BCS Wealth Management History No change 117,665 14,001 2.52% 2.52% 277 0 0.0% Q2 2026 Jul 16, 2026
Sage Financial Management Group, Inc. History No change 116,088 13,813 3.8% 3.8% 278 0 0.0% Q2 2026 Jul 24, 2026
Tranquilli Financial Advisor LLC History No change 114,925 13,674 7.36% 7.36% 279 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 114,837 13,664 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 19, 2026
Alpha Zero LLC History No change 115,710 13,651 5.17% 5.17% 281 0 0.0% Q2 2026 Jul 17, 2026
CRUX WEALTH ADVISORS History No change 113,321 13,484 4.67% 4.67% 282 0 0.0% Q2 2026 Jul 21, 2026
Quantinno Capital Management LP History No change 112,558 13,393 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 111,976 13,324 1.32% 1.32% 284 0 0.0% Q2 2026 Aug 06, 2026
LexAurum Advisors, LLC History No change 111,907 13,315 1.54% 1.54% 285 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 111,331 13,247 0.18% 0.18% 286 0 0.0% Q2 2026 Aug 12, 2026
Centennial Wealth Advisory LLC History No change 110,873 13,193 2.85% 2.85% 287 0 0.0% Q2 2026 Jul 13, 2026
Guardian Wealth Advisors, LLC History No change 110,316 13,126 6.57% 6.57% 288 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 105,914 12,602 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 12, 2026
ASHTON THOMAS SECURITIES, LLC History No change 104,448 12,418 1.83% 1.83% 290 0 0.0% Q2 2026 Jul 27, 2026
Sanchez Wealth Management Group History No change 103,824 12,353 2.16% 2.16% 291 0 0.0% Q2 2026 Jul 27, 2026
Sequent Asset Management, LLC History No change 103,748 12,344 5.21% 5.21% 292 0 0.0% Q2 2026 Jul 21, 2026
Morrissey Wealth Management, LLC History No change 97,536 12,154 7.65% 7.65% 293 0 0.0% Q2 2026 Oct 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 101,975 12,133 0.19% 0.19% 294 0 0.0% Q2 2026 Jul 28, 2026
New England Capital Financial Advisors LLC History No change 101,462 12,072 2.89% 2.89% 295 0 0.0% Q2 2026 Jul 27, 2026
Elite Financial, Inc. History No change 101,219 12,044 4.86% 4.86% 296 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 100,948 12,011 0.14% 0.14% 297 0 0.0% Q2 2026 Aug 04, 2026
Melone Private Wealth, LLC History No change 100,267 11,930 4.54% 4.54% 298 0 0.0% Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 98,892 11,911 1.44% 1.44% 299 0 0.0% Q2 2026 Aug 12, 2026
Oxinas Partners, LLC History No change 99,968 11,895 4.69% 4.69% 300 0 0.0% Q2 2026 Jul 14, 2026
Cobblestone Asset Management LLC History No change 99,439 11,832 4.93% 4.93% 301 0 0.0% Q2 2026 Jul 21, 2026
NewSquare Capital LLC History No change 98,595 11,731 0.87% 0.87% 302 0 0.0% Q2 2026 Jul 28, 2026
Independent Wealth Network Inc. History No change 97,609 11,614 2.95% 2.95% 303 0 0.0% Q2 2026 Jul 20, 2026
SigFig Wealth Management, LLC History Reduced 93,842 11,550 0.29% 0.34% 304 -16,421 -14.89% Q3 2026 Oct 07, 2026
Town Capital LLC History No change 97,017 11,544 7.32% 7.32% 305 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 95,613 11,376 2.56% 2.56% 306 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 94,307 11,221 1.18% 1.18% 307 0 0.0% Q2 2026 Jul 29, 2026
Fortis Group Advisors, LLC History No change 94,094 11,196 1.79% 1.79% 308 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 93,365 11,109 0.17% 0.17% 309 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Capital Group History Added to 89,907 11,065 1.31% 1.28% 310 +359 0.4% Q3 2026 Oct 08, 2026
Venture Visionary Partners LLC History Added to 89,780 11,050 0.29% 0.27% 311 +8,598 10.59% Q3 2026 Oct 07, 2026
TSFG, LLC History No change 92,507 11,007 1.39% 1.39% 312 0 0.0% Q2 2026 Jul 23, 2026
DecisionMap Wealth Management, LLC History No change 92,024 10,949 6.13% 6.13% 313 0 0.0% Q2 2026 Jul 21, 2026
Parkway Wealth Management Group, LLC History No change 91,485 10,885 1.26% 1.26% 314 0 0.0% Q2 2026 Jul 27, 2026
LifePlan Financial, LLC History No change 90,592 10,779 7.55% 7.55% 315 0 0.0% Q2 2026 Jul 21, 2026
ArborFi Advisors, LLC History No change 90,453 10,763 7.8% 7.8% 316 0 0.0% Q2 2026 Aug 06, 2026
Beacon Pointe Advisors, LLC History No change 89,809 10,686 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 18, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 89,683 10,671 0.63% 0.63% 318 0 0.0% Q2 2026 Aug 10, 2026
Apollon Financial, LLC History No change 89,539 10,654 1.26% 1.26% 319 0 0.0% Q2 2026 Jul 22, 2026
Intergy Private Wealth, LLC History No change 89,522 10,652 2.46% 2.46% 320 0 0.0% Q2 2026 Jul 17, 2026
WRAPMANAGER INC History No change 89,317 10,627 3.33% 3.33% 321 0 0.0% Q2 2026 Aug 05, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 86,308 10,622 1.21% 1.68% 322 -37,845 -30.48% Q3 2026 Oct 08, 2026
SFAM, LLC History No change 89,009 10,591 8.64% 8.64% 323 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Group, Inc. History No change 88,830 10,569 4.47% 4.47% 324 0 0.0% Q2 2026 Aug 04, 2026
SIMA Wealth Partners, LLC History No change 88,798 10,566 7.49% 7.49% 325 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 88,097 10,482 0.64% 0.64% 326 0 0.0% Q2 2026 Aug 07, 2026
Prepared Retirement Institute LLC History No change 88,035 10,475 4.46% 4.46% 327 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 87,971 10,467 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 07, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 87,770 10,443 1.33% 1.33% 329 0 0.0% Q2 2026 Aug 25, 2026
FDx Advisors, Inc. History No change 87,364 10,395 3.13% 3.13% 330 0 0.0% Q2 2026 Aug 04, 2026
Founders Capital Management History No change 87,110 10,365 4.48% 4.48% 331 0 0.0% Q2 2026 Jul 21, 2026
Beacon Bridge Wealth Partners, LLC History No change 86,059 10,240 2.92% 2.92% 332 0 0.0% Q2 2026 Aug 05, 2026
1ST SOURCE BANK History No change 85,260 10,145 0.46% 0.46% 333 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 84,775 10,087 0.09% 0.09% 334 0 0.0% Q2 2026 Aug 14, 2026
Financial Council, LLC History No change 84,101 10,007 3.25% 3.25% 335 0 0.0% Q2 2026 Aug 04, 2026
DAGCO, INC. History No change 84,081 10,004 1.85% 1.85% 336 0 0.0% Q2 2026 Jul 10, 2026
Relyea Zuckerberg Hanson LLC History No change 83,862 9,978 0.83% 0.83% 337 0 0.0% Q2 2026 Jul 16, 2026
Goldstone Financial Group, LLC History No change 83,723 9,962 0.91% 0.91% 338 0 0.0% Q2 2026 Aug 11, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Added to 78,528 9,665 6.92% 6.9% 339 +4,099 5.51% Q3 2026 Oct 09, 2026
Meridian Wealth Management, LLC History No change 80,247 9,548 0.29% 0.29% 340 0 0.0% Q2 2026 Aug 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 97,316 9,528 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
MEMBERS WEALTH LLC History No change 79,901 9,507 5.21% 5.21% 342 0 0.0% Q2 2026 Jul 09, 2026
PRIVATE TRUST CO NA History No change 78,477 9,337 0.75% 0.75% 343 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 77,941 9,274 0.17% 0.17% 344 0 0.0% Q2 2026 Aug 14, 2026
Milestones Private Investment Advisors LLC History No change 77,827 9,260 7.37% 7.37% 345 0 0.0% Q2 2026 Jul 24, 2026
Occidental Asset Management, LLC History No change 77,731 9,249 0.92% 0.92% 346 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 77,700 9,245 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 82,263 9,206 0.62% 0.62% 348 0 0.0% Q2 2026 Aug 07, 2026
City Center Advisors, LLC History Added to 74,188 9,131 6.98% 7.1% 349 +507 0.69% Q3 2026 Oct 07, 2026
Marion Wealth Management History No change 76,215 9,068 1.84% 1.84% 350 0 0.0% Q2 2026 Jul 16, 2026
Key FInancial Inc History No change 75,509 8,984 1.47% 1.47% 351 0 0.0% Q2 2026 Jul 24, 2026
Philadelphia Investment Partners, LLC History No change 75,412 8,974 5.59% 5.59% 352 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 75,040 8,929 1.13% 1.13% 353 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 74,967 8,920 0.59% 0.59% 354 0 0.0% Q2 2026 Jul 20, 2026
Dogwood Wealth Management LLC History No change 74,843 8,905 3.51% 3.51% 355 0 0.0% Q2 2026 Jul 06, 2026
Salomon & Ludwin, LLC History No change 74,840 8,863 0.73% 0.73% 356 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 73,125 8,828 0.04% 0.04% 357 0 0.0% Q2 2026 Aug 14, 2026
Vertrix Wealth Management, LLC History No change 74,107 8,817 2.97% 2.97% 358 0 0.0% Q2 2026 Jul 09, 2026
MONEY CONCEPTS CAPITAL CORP History No change 73,968 8,801 0.41% 0.41% 359 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 73,468 8,741 0.15% 0.15% 360 0 0.0% Q2 2026 Jul 21, 2026
Avior Wealth Management, LLC History No change 73,278 8,719 0.23% 0.23% 361 0 0.0% Q2 2026 Jul 07, 2026
YHB Investment Advisors, Inc. History Added to 70,512 8,678 0.55% 0.53% 362 +668 0.96% Q3 2026 Oct 08, 2026
Atria Investments, Inc History No change 72,756 8,657 0.09% 0.09% 363 0 0.0% Q2 2026 Jul 28, 2026
Brookstone Capital Management History No change 72,333 8,606 0.09% 0.09% 364 0 0.0% Q2 2026 Jul 15, 2026
Strategic Blueprint, LLC History No change 72,244 8,596 0.43% 0.43% 365 0 0.0% Q2 2026 Jul 23, 2026
Collaborative Wealth Managment Inc. History No change 71,772 8,540 3.58% 3.58% 366 0 0.0% Q2 2026 Aug 05, 2026
Gateway Wealth Partners, LLC History No change 71,776 8,540 0.51% 0.51% 367 0 0.0% Q2 2026 Aug 04, 2026
TritonPoint Partners, LLC History No change 71,463 8,503 0.71% 0.71% 368 0 0.0% Q2 2026 Aug 13, 2026
Arete Wealth Advisors, LLC History No change 71,073 8,456 0.56% 0.56% 369 0 0.0% Q2 2026 Aug 12, 2026
Buttonwood Financial Group, LLC History No change 71,063 8,455 4.83% 4.83% 370 0 0.0% Q2 2026 Jul 30, 2026
Montz Harcus Wealth Management LLC History Added to 67,720 8,334 2.92% 2.83% 371 +782 1.17% Q3 2026 Oct 09, 2026
Systematic Alpha Investments, LLC History No change 70,000 8,329 0.22% 0.22% 372 0 0.0% Q2 2026 Aug 13, 2026
Auour Investments LLC History No change 69,534 8,273 2.37% 2.37% 373 0 0.0% Q2 2026 Jul 21, 2026
Hilltop Partners LLC History No change 69,487 8,268 2.01% 2.01% 374 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 69,286 8,244 0.18% 0.18% 375 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 68,966 8,206 0.57% 0.57% 376 0 0.0% Q2 2026 Aug 03, 2026
PSI Advisors, LLC History No change 68,790 8,185 1.9% 1.9% 377 0 0.0% Q2 2026 Aug 03, 2026
HANCOCK WHITNEY CORP History No change 68,536 8,155 0.14% 0.14% 378 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 68,386 8,137 0.09% 0.09% 379 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 66,410 7,902 0.81% 0.81% 380 0 0.0% Q2 2026 Jul 16, 2026
JANE STREET GROUP, LLC History No change 66,400 7,900 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 65,654 7,812 2.12% 2.12% 382 0 0.0% Q2 2026 Jul 24, 2026
EVERPAR ADVISORS LLC History No change 64,889 7,721 2.2% 2.2% 383 0 0.0% Q2 2026 Jul 09, 2026
Canandaigua National Trust Co of Florida History New 62,106 7,644 4.23% — 384 +62,106 New Q3 2026 Oct 07, 2026
MidFirst Bank History No change 63,181 7,517 0.53% 0.53% 385 0 0.0% Q2 2026 Aug 07, 2026
Hoxton Planning & Management, LLC History No change 62,540 7,441 1.94% 1.94% 386 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 61,994 7,376 0.6% 0.6% 387 0 0.0% Q2 2026 Aug 06, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 61,214 7,283 2.09% 2.09% 388 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 61,199 7,282 0.14% 0.14% 389 0 0.0% Q2 2026 Aug 11, 2026
Stone Summit Wealth LLC History No change 61,190 7,280 1.85% 1.85% 390 0 0.0% Q2 2026 Jul 23, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 60,801 7,234 1.78% 1.78% 391 0 0.0% Q2 2026 Jul 30, 2026
Braun-Bostich & Associates Inc. History No change 59,933 7,131 3.98% 3.98% 392 0 0.0% Q2 2026 Jul 24, 2026
Sightline Wealth Advisors, LLC History No change 59,201 7,044 2.58% 2.58% 393 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 59,810 7,022 0.23% 0.23% 394 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 58,896 7,008 0.15% 0.15% 395 0 0.0% Q2 2026 Aug 03, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 58,737 6,989 5.22% 5.22% 396 0 0.0% Q2 2026 Aug 05, 2026
Advisor OS, LLC History No change 58,086 6,911 0.46% 0.46% 397 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 57,947 6,895 0.04% 0.04% 398 0 0.0% Q2 2026 Jul 20, 2026
MGO ONE SEVEN LLC History No change 57,310 6,819 0.11% 0.11% 399 0 0.0% Q2 2026 Jul 31, 2026
ASSETMARK, INC History No change 57,027 6,785 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Wealth Strategies, LLC History No change 56,634 6,738 3.59% 3.59% 401 0 0.0% Q2 2026 Jul 23, 2026
Steward Partners Investment Advisory, LLC History No change 56,501 6,723 0.03% 0.03% 402 0 0.0% Q2 2026 Aug 13, 2026
Oak Harvest Investment Services History No change 56,438 6,715 0.63% 0.63% 403 0 0.0% Q2 2026 Jul 24, 2026
Arkadios Wealth Advisors History No change 56,426 6,714 0.1% 0.1% 404 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 56,161 6,682 0.37% 0.37% 405 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 55,705 6,628 0.16% 0.16% 406 0 0.0% Q2 2026 Aug 14, 2026
Nvest Financial, LLC History No change 55,675 6,624 2.09% 2.09% 407 0 0.0% Q2 2026 Jul 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 55,480 6,602 1.68% 1.68% 408 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Services Inc History No change 55,482 6,601 2.47% 2.47% 409 0 0.0% Q2 2026 Jul 24, 2026
Faithward Advisors, LLC History No change 55,387 6,590 0.8% 0.8% 410 0 0.0% Q2 2026 Aug 12, 2026
Inman Jager Wealth Management, LLC History No change 55,240 6,573 3.5% 3.5% 411 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 54,694 6,507 2.94% 2.94% 412 0 0.0% Q2 2026 Aug 07, 2026
GLR Partners, LLC History No change 54,016 6,427 2.99% 2.99% 413 0 0.0% Q2 2026 Jul 27, 2026
Jump Financial, LLC History No change 53,972 6,422 0.05% 0.05% 414 0 0.0% Q2 2026 Aug 13, 2026
HAMILTON CAPITAL PARTNERS, LLC History No change 53,876 6,410 1.86% 1.86% 415 0 0.0% Q2 2026 Jul 20, 2026
Robinswood Financial LLC History No change 52,374 6,232 1.79% 1.79% 416 0 0.0% Q2 2026 Jul 14, 2026
Gotham Asset Management, LLC History No change 52,300 6,223 0.01% 0.01% 417 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone National Bank & Trust Co History No change 52,383 6,204 2.1% 2.1% 418 0 0.0% Q2 2026 Jul 21, 2026
Aventus Investment Advisors, Inc. History Added to 49,965 6,149 4.49% 4.34% 419 +206 0.41% Q3 2026 Oct 09, 2026
Bawa N Mallick Trust History No change 51,307 6,105 1.98% 1.98% 420 0 0.0% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History No change 51,291 6,103 0.89% 0.89% 421 0 0.0% Q2 2026 Aug 14, 2026
McNaughton Wealth Management, LLC History Added to 49,564 6,100 2.13% 2.08% 422 +360 0.73% Q3 2026 Oct 08, 2026
BlackRock, Inc. History No change 50,591 6,019 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 50,528 6,012 0.04% 0.04% 424 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 50,392 5,996 0.11% 0.11% 425 0 0.0% Q2 2026 Jul 20, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 50,389 5,995 4.41% 4.41% 426 0 0.0% Q2 2026 Jul 28, 2026
One Capital Management, LLC History No change 61,092 5,981 0.17% 0.17% 427 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 49,476 5,887 0.05% 0.05% 428 0 0.0% Q2 2026 Sep 23, 2026
IMA Advisory Services, Inc. History No change 49,178 5,851 0.37% 0.37% 429 0 0.0% Q2 2026 Aug 10, 2026
WealthPlan Investment Management, LLC History No change 49,175 5,851 0.29% 0.29% 430 0 0.0% Q2 2026 Jul 28, 2026
JDM Financial Group LLC History No change 48,164 5,730 1.96% 1.96% 431 0 0.0% Q2 2026 Aug 17, 2026
Uptown Financial Advisors LLC History No change 47,799 5,687 3.74% 3.74% 432 0 0.0% Q2 2026 Jul 10, 2026
TOWNSQUARE CAPITAL LLC History No change 47,213 5,617 1.03% 1.03% 433 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 46,951 5,586 0.15% 0.15% 434 0 0.0% Q2 2026 Jul 14, 2026
Cannon Wealth Management Services, LLC History No change 46,186 5,495 3.01% 3.01% 435 0 0.0% Q2 2026 Aug 11, 2026
Roan Capital Partners History Added to 44,394 5,464 4.0% 4.22% 436 +1,578 3.69% Q3 2026 Oct 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 45,563 5,421 1.1% 1.1% 437 0 0.0% Q2 2026 Jul 17, 2026
Opal Wealth Advisors, LLC History No change 45,383 5,400 1.17% 1.17% 438 0 0.0% Q2 2026 Jul 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 45,105 5,375 0.03% 0.03% 439 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 45,061 5,361 0.41% 0.41% 440 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 44,572 5,303 1.31% 1.31% 441 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Group, LLC History No change 44,546 5,300 2.05% 2.05% 442 0 0.0% Q2 2026 Jul 08, 2026
QUADRANT CAPITAL GROUP LLC History No change 44,532 5,298 0.15% 0.15% 443 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History No change 44,233 5,263 1.15% 1.15% 444 0 0.0% Q2 2026 Jul 06, 2026
PAX Financial Group, LLC History No change 44,045 5,240 0.78% 0.78% 445 0 0.0% Q2 2026 Aug 05, 2026
NORDEN GROUP LLC History No change 44,044 5,240 0.43% 0.43% 446 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History No change 43,698 5,199 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
HILL ISLAND FINANCIAL LLC History No change 43,668 5,196 1.11% 1.11% 448 0 0.0% Q2 2026 Aug 11, 2026
Wealth Watch Advisors, INC History No change 43,660 5,195 1.69% 1.69% 449 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 49,717 5,191 0.09% 0.09% 450 0 0.0% Q2 2026 Aug 13, 2026
AGH Wealth Advisors, LLC History No change 43,165 5,138 3.24% 3.24% 451 0 0.0% Q2 2026 Jul 22, 2026
Echo Wealth Management, LLC History No change 43,155 5,134 2.62% 2.62% 452 0 0.0% Q2 2026 Jul 24, 2026
Luken Investment Analytics, LLC History No change 42,979 5,114 1.79% 1.79% 453 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 42,907 5,105 0.06% 0.06% 454 0 0.0% Q2 2026 Aug 12, 2026
MidAtlantic Capital Management, Inc. History No change 42,887 5,103 3.17% 3.17% 455 0 0.0% Q2 2026 Aug 10, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 42,612 5,070 2.47% 2.47% 456 0 0.0% Q2 2026 Jul 08, 2026
Towne Trust Company, N.A History No change 42,495 5,056 1.53% 1.53% 457 0 0.0% Q2 2026 Jul 30, 2026
REGIMEN WEALTH, LLC History No change 42,357 5,029 1.36% 1.36% 458 0 0.0% Q2 2026 Aug 05, 2026
Milestone Asset Management Group, LLC History No change 42,164 5,017 2.53% 2.53% 459 0 0.0% Q2 2026 Jul 30, 2026
USAdvisors Wealth Management, LLC History No change 42,112 5,010 1.44% 1.44% 460 0 0.0% Q2 2026 Jul 29, 2026
Lionshead Wealth Management, LLC History No change 42,074 5,006 3.25% 3.25% 461 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 41,702 4,962 0.26% 0.26% 462 0 0.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History No change 41,699 4,961 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 41,504 4,938 0.05% 0.05% 464 0 0.0% Q2 2026 Aug 03, 2026
WealthTrak Capital Management LLC History No change 41,461 4,933 3.24% 3.24% 465 0 0.0% Q2 2026 Aug 04, 2026
Partners in Financial Planning History No change 41,432 4,930 0.75% 0.75% 466 0 0.0% Q2 2026 Aug 10, 2026
Rollins Financial Advisors, LLC History No change 40,945 4,872 0.64% 0.64% 467 0 0.0% Q2 2026 Aug 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 40,750 4,848 0.05% 0.05% 468 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 40,644 4,836 0.13% 0.13% 469 0 0.0% Q2 2026 Jul 31, 2026
Darwin Wealth Management, LLC History No change 40,532 4,823 1.32% 1.32% 470 0 0.0% Q2 2026 Jul 21, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 40,468 4,815 0.61% 0.61% 471 0 0.0% Q2 2026 Jul 23, 2026
VICTORY FINANCIAL GROUP, LLC History No change 40,456 4,813 0.51% 0.51% 472 0 0.0% Q2 2026 Jul 28, 2026
MOTIVE WEALTH ADVISORS History No change 39,922 4,750 1.95% 1.95% 473 0 0.0% Q2 2026 Jul 20, 2026
GREENWOOD GEARHART LLC History No change 39,680 4,721 0.22% 0.22% 474 0 0.0% Q2 2026 Jul 24, 2026
Spectrum Advisors, Inc. History No change 39,599 4,711 3.33% 3.33% 475 0 0.0% Q2 2026 Oct 07, 2026
RAINIER FAMILY WEALTH INC History No change 39,149 4,658 2.65% 2.65% 476 0 0.0% Q2 2026 Jul 15, 2026
Clear Retirement Advice LLC History No change 38,534 4,585 3.14% 3.14% 477 0 0.0% Q2 2026 Jul 15, 2026
PCG Wealth Advisors, LLC History No change 37,739 4,490 1.0% 1.0% 478 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 37,606 4,474 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
GoalVest Advisory LLC History Reduced 36,272 4,464 0.77% 0.96% 480 -7,450 -17.04% Q3 2026 Oct 02, 2026
Chicago Partners Investment Group LLC History No change 38,451 4,446 0.09% 0.09% 481 0 0.0% Q2 2026 Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 36,821 4,381 0.18% 0.18% 482 0 0.0% Q2 2026 Jul 27, 2026
Visionary Wealth Advisors History No change 36,728 4,370 0.17% 0.17% 483 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 36,564 4,350 0.55% 0.55% 484 0 0.0% Q2 2026 Jul 14, 2026
FCG Investment Co History No change 36,489 4,341 1.5% 1.5% 485 0 0.0% Q2 2026 Jul 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 36,426 4,334 1.98% 1.98% 486 0 0.0% Q2 2026 Aug 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 34,493 4,245 0.99% 1.03% 487 -1,166 -3.27% Q3 2026 Oct 06, 2026
Yukon Wealth Management, Inc. History No change 35,679 4,245 1.22% 1.22% 488 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 36,037 4,212 0.48% 0.48% 489 0 0.0% Q2 2026 Jul 21, 2026
Valeo Financial Advisors, LLC History Reduced 33,976 4,181 0.09% 0.09% 490 -235 -0.69% Q3 2026 Oct 08, 2026
Boulder Wealth Advisors, LLC History No change 34,844 4,146 1.51% 1.51% 491 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 34,643 4,122 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 11, 2026
Betterment LLC History No change 34,537 4,110 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 34,315 4,083 0.16% 0.16% 494 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 34,289 4,080 0.27% 0.27% 495 0 0.0% Q2 2026 Jul 17, 2026
N.E.W. Advisory Services LLC History No change 34,210 4,070 0.27% 0.27% 496 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 34,109 4,058 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 17, 2026
Investor's Fiduciary Advisor Network, LLC History No change 34,067 4,053 1.38% 1.38% 498 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 33,948 4,039 0.05% 0.05% 499 0 0.0% Q2 2026 Jul 20, 2026
MBM WEALTH CONSULTANTS, LLC History No change 33,944 4,038 0.78% 0.78% 500 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 33,826 4,024 0.11% 0.11% 501 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 33,488 3,984 0.65% 0.65% 502 0 0.0% Q2 2026 Jul 30, 2026
Financial Network Wealth Advisors LLC History No change 33,345 3,967 4.03% 4.03% 503 0 0.0% Q2 2026 Jul 29, 2026
Towerpoint Wealth, LLC History No change 33,225 3,953 1.37% 1.37% 504 0 0.0% Q2 2026 Jul 09, 2026
US BANCORP \DE\ History No change 33,075 3,935 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 12, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 33,048 3,932 0.21% 0.21% 506 0 0.0% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 33,000 3,926 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 32,876 3,912 0.36% 0.36% 508 0 0.0% Q2 2026 Jul 22, 2026
Penserra Capital Management LLC History No change 32,720 3,893 0.03% 0.03% 509 0 0.0% Q2 2026 Aug 13, 2026
WAYSTONE ADVISORS LLC History No change 32,627 3,882 2.9% 2.9% 510 0 0.0% Q2 2026 Jul 16, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 32,592 3,878 0.26% 0.26% 511 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 32,315 3,845 0.02% 0.02% 512 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 32,201 3,831 0.03% 0.03% 513 0 0.0% Q2 2026 Jul 22, 2026
Elevation Capital Advisory, LLC History No change 31,913 3,797 1.47% 1.47% 514 0 0.0% Q2 2026 Jul 27, 2026
Marietta Wealth Management, LLC History No change 31,892 3,794 0.39% 0.39% 515 0 0.0% Q2 2026 Aug 03, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 31,866 3,791 0.9% 0.9% 516 0 0.0% Q2 2026 Jul 15, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 31,557 3,755 0.63% 0.63% 517 0 0.0% Q2 2026 Aug 10, 2026
RKL Wealth Management LLC History No change 31,530 3,751 0.3% 0.3% 518 0 0.0% Q2 2026 Aug 10, 2026
MBL Wealth, LLC History No change 31,522 3,750 0.26% 0.26% 519 0 0.0% Q2 2026 Jul 15, 2026
WIN ADVISORS, INC History No change 31,378 3,733 1.33% 1.33% 520 0 0.0% Q2 2026 Aug 04, 2026
CITIGROUP INC History No change 31,278 3,721 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 03, 2026
Rothschild Wealth LLC History No change 31,215 3,714 0.3% 0.3% 522 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 31,146 3,706 0.12% 0.12% 523 0 0.0% Q2 2026 Jul 31, 2026
WealthPLAN Partners, LLC History No change 30,831 3,668 0.7% 0.7% 524 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 30,798 3,664 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 30,779 3,662 0.56% 0.56% 526 0 0.0% Q2 2026 Jul 14, 2026
Shum Financial Group, Inc. History No change 30,587 3,639 2.19% 2.19% 527 0 0.0% Q2 2026 Jul 22, 2026
Keudell/Morrison Wealth Management History No change 30,505 3,629 0.69% 0.69% 528 0 0.0% Q2 2026 Jul 15, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 30,439 3,621 2.47% 2.47% 529 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 30,296 3,604 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 14, 2026
CAMDEN NATIONAL BANK History No change 30,054 3,576 0.47% 0.47% 531 0 0.0% Q2 2026 Jul 31, 2026
Kuhn & Co Investment Counsel History No change 29,790 3,544 2.05% 2.05% 532 0 0.0% Q2 2026 Jul 31, 2026
StoneCrest Wealth Management, Inc. History No change 29,727 3,537 1.13% 1.13% 533 0 0.0% Q2 2026 Jul 09, 2026
Chatterton & Associates Inc. History No change 29,331 3,498 2.06% 2.06% 534 0 0.0% Q2 2026 Jul 14, 2026
Inspire Advisors, LLC History No change 28,897 3,438 0.24% 0.24% 535 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management, LLC History No change 28,762 3,422 2.12% 2.12% 536 0 0.0% Q2 2026 Jul 22, 2026
Onyx Bridge Wealth Group LLC History No change 28,617 3,405 0.31% 0.31% 537 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 28,549 3,397 0.07% 0.07% 538 0 0.0% Q2 2026 Jul 27, 2026
Turtle Creek Wealth Advisors, LLC History No change 28,556 3,397 0.18% 0.18% 539 0 0.0% Q2 2026 Jul 27, 2026
Coppell Advisory Solutions LLC History No change 32,554 3,389 0.28% 0.28% 540 0 0.0% Q2 2026 Aug 14, 2026
Wrenne Financial Planning LLC History No change 28,414 3,380 1.14% 1.14% 541 0 0.0% Q2 2026 Jul 27, 2026
Global Strategic Investment Solutions, LLC History No change 28,353 3,373 0.3% 0.3% 542 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 28,172 3,352 1.4% 1.4% 543 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History Reduced 27,084 3,333 0.52% 0.55% 544 -1,144 -4.05% Q3 2026 Oct 09, 2026
Independent Advisor Alliance History No change 27,995 3,331 0.08% 0.08% 545 0 0.0% Q2 2026 Aug 12, 2026
Integrity Wealth Solutions LLC History No change 27,968 3,327 1.23% 1.23% 546 0 0.0% Q2 2026 Jul 30, 2026
Summit Investment Advisory Services, LLC History No change 27,941 3,324 0.83% 0.83% 547 0 0.0% Q2 2026 Jul 24, 2026
Wilkins Miller Wealth Management, LLC History No change 27,576 3,281 1.8% 1.8% 548 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 33,419 3,272 0.56% 0.56% 549 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 27,491 3,271 0.22% 0.22% 550 0 0.0% Q2 2026 Jul 21, 2026
Breachway Investments LLC History No change 27,391 3,259 4.91% 4.91% 551 0 0.0% Q2 2026 Jul 13, 2026
Diversified Trust Co History No change 26,822 3,191 0.05% 0.05% 552 0 0.0% Q2 2026 Jul 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 26,789 3,187 0.55% 0.55% 553 0 0.0% Q2 2026 Aug 14, 2026
LOWERY THOMAS, LLC History No change 26,700 3,176 1.55% 1.55% 554 0 0.0% Q2 2026 Jul 29, 2026
GTS SECURITIES LLC History No change 25,871 3,078 0.06% 0.06% 555 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 25,873 3,078 0.19% 0.19% 556 0 0.0% Q2 2026 Aug 17, 2026
Rede Wealth, LLC History No change 25,846 3,075 1.02% 1.02% 557 0 0.0% Q2 2026 Aug 03, 2026
STEVENS CAPITAL PARTNERS History No change 25,800 3,069 0.58% 0.58% 558 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 25,722 3,060 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 25,618 3,048 0.09% 0.09% 560 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 25,602 3,046 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 25,602 3,046 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History Reduced 24,342 2,996 0.24% 0.25% 563 -674 -2.69% Q3 2026 Oct 07, 2026
Global Assets Advisory, LLC History No change 25,036 2,973 0.65% 0.65% 564 0 0.0% Q2 2026 Jul 27, 2026
McMill Wealth Management History No change 98,748 2,963 0.71% 0.71% 565 0 0.0% Q2 2026 Aug 17, 2026
Idaho Trust Co History No change 24,852 2,957 0.86% 0.86% 566 0 0.0% Q2 2026 Aug 06, 2026
Brookwood Investment Group LLC History No change 24,732 2,942 0.33% 0.33% 567 0 0.0% Q2 2026 Jul 23, 2026
Iowa State Bank History Reduced 23,854 2,935 0.5% 0.47% 568 -24 -0.1% Q3 2026 Oct 06, 2026
COZAD ASSET MANAGEMENT INC History No change 24,530 2,918 0.19% 0.19% 569 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 23,389 2,878 0.19% 0.17% 570 +2,618 12.6% Q3 2026 Oct 08, 2026
Curran Financial Partners, LLC History No change 23,999 2,855 0.42% 0.42% 571 0 0.0% Q2 2026 Aug 12, 2026
WealthShield Partners, LLC History No change 23,606 2,808 0.43% 0.43% 572 0 0.0% Q2 2026 Aug 12, 2026
Palatine Hill Wealth Management, LLC History No change 23,409 2,785 2.24% 2.24% 573 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 23,182 2,758 0.07% 0.07% 574 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 23,458 2,754 0.15% 0.15% 575 0 0.0% Q2 2026 Jul 14, 2026
Triton Wealth Management, PLLC History No change 23,225 2,738 0.84% 0.84% 576 0 0.0% Q2 2026 Aug 05, 2026
Freedom Investment Management, Inc. History No change 22,907 2,725 0.76% 0.76% 577 0 0.0% Q2 2026 Aug 10, 2026
Empowered Funds, LLC History No change 22,863 2,720 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 22,569 2,685 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 11, 2026
Intrua Financial, LLC History No change 22,544 2,682 0.25% 0.25% 580 0 0.0% Q2 2026 Jul 24, 2026
VANCE WEALTH, LLC History No change 22,367 2,661 0.6% 0.6% 581 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 22,313 2,655 0.14% 0.14% 582 0 0.0% Q2 2026 Aug 14, 2026
Aspetuck Financial Management LLC History No change 22,227 2,644 1.56% 1.56% 583 0 0.0% Q2 2026 Aug 11, 2026
Financial Futures Ltd Liability Co. History No change 22,159 2,636 1.0% 1.0% 584 0 0.0% Q2 2026 Jul 27, 2026
Rehmann Capital Advisory Group History No change 22,090 2,628 0.12% 0.12% 585 0 0.0% Q2 2026 Aug 20, 2026
MITCHELL SINKLER & STARR/PA History No change 22,040 2,622 1.09% 1.09% 586 0 0.0% Q2 2026 Jul 21, 2026
Cresset Asset Management, LLC History No change 22,013 2,619 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 21,991 2,616 0.13% 0.13% 588 0 0.0% Q2 2026 Aug 04, 2026
MCDONALD PARTNERS LLC History No change 21,891 2,604 0.63% 0.63% 589 0 0.0% Q2 2026 Jul 28, 2026
ALTFEST L J & CO INC History No change 21,734 2,586 0.25% 0.25% 590 0 0.0% Q2 2026 Jul 30, 2026
ESL Trust Services, LLC History No change 21,627 2,573 0.44% 0.44% 591 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 21,543 2,563 0.1% 0.1% 592 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 21,313 2,536 0.08% 0.08% 593 0 0.0% Q2 2026 Jul 14, 2026
Apollon Wealth Management, LLC History No change 21,185 2,520 0.03% 0.03% 594 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Financial Partners, Inc. History No change 21,142 2,515 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 14, 2026
Hershey Financial Advisers, LLC History No change 21,049 2,504 1.8% 1.8% 596 0 0.0% Q2 2026 Aug 11, 2026
Alliance Private Wealth, LLC History No change 21,022 2,501 0.87% 0.87% 597 0 0.0% Q2 2026 Jul 09, 2026
Voya Financial Advisors, Inc. History No change 21,015 2,467 0.22% 0.22% 598 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 20,516 2,441 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 13, 2026
MKT Advisors LLC History No change 20,623 2,429 0.75% 0.75% 600 0 0.0% Q2 2026 Jul 09, 2026
Meridian Financial Advisors, LLC History No change 20,339 2,420 1.16% 1.16% 601 0 0.0% Q2 2026 Jul 22, 2026
Wealth Advisors Northwest LLC History No change 20,230 2,407 0.82% 0.82% 602 0 0.0% Q2 2026 Jul 14, 2026
BANK OF MONTREAL /CAN/ History No change 20,106 2,392 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 12, 2026
Raab & Moskowitz Asset Management LLC History No change 20,088 2,390 0.48% 0.48% 604 0 0.0% Q2 2026 Jul 28, 2026
Navigate Wealth Management, LLC History No change 20,424 2,374 1.47% 1.47% 605 0 0.0% Q2 2026 Jul 23, 2026
McAdam, LLC History No change 19,907 2,368 0.09% 0.09% 606 0 0.0% Q2 2026 Aug 04, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 19,889 2,366 0.63% 0.63% 607 0 0.0% Q2 2026 Jul 09, 2026
Advance Capital Management, Inc. History No change 19,824 2,358 0.08% 0.08% 608 0 0.0% Q2 2026 Aug 12, 2026
WHITE PINE CAPITAL LLC History No change 19,499 2,320 0.55% 0.55% 609 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 19,468 2,316 0.14% 0.14% 610 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 19,386 2,306 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 13, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 19,262 2,292 0.89% 0.89% 612 0 0.0% Q2 2026 Jul 30, 2026
Optivise Advisory Services LLC History No change 18,967 2,256 1.15% 1.15% 613 0 0.0% Q2 2026 Jul 13, 2026
RIK SAYLOR FINANCIAL, INC. History No change 18,806 2,237 1.48% 1.48% 614 0 0.0% Q2 2026 Aug 05, 2026
Tradewinds Capital Management, LLC History No change 18,692 2,224 0.4% 0.4% 615 0 0.0% Q2 2026 Jul 23, 2026
Third View Private Wealth, LLC History No change 18,606 2,213 0.27% 0.27% 616 0 0.0% Q2 2026 Jul 27, 2026
Triad Wealth Partners, LLC History No change 18,488 2,212 0.13% 0.13% 617 0 0.0% Q2 2026 Aug 10, 2026
Ring Mountain Capital, LLC History No change 18,518 2,203 0.92% 0.92% 618 0 0.0% Q2 2026 Aug 11, 2026
Rialto Wealth Management, LLC History No change 18,466 2,197 0.43% 0.43% 619 0 0.0% Q2 2026 Aug 11, 2026
HBW ADVISORY SERVICES LLC History No change 18,459 2,196 0.2% 0.2% 620 0 0.0% Q2 2026 Jul 16, 2026
LaSalle St. Investment Advisors, LLC History No change 18,461 2,196 0.27% 0.27% 621 0 0.0% Q2 2026 Aug 11, 2026
DRW Securities, LLC History No change 18,327 2,180 0.05% 0.05% 622 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 18,472 2,168 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 10, 2026
Three Bridge Wealth Advisors, LLC History No change 18,200 2,165 0.54% 0.54% 624 0 0.0% Q2 2026 Jul 27, 2026
FELL CAPITAL MANAGEMENT /ADV History Added to 17,445 2,147 1.85% 1.73% 625 +197 1.14% Q3 2026 Oct 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 17,838 2,122 0.1% 0.1% 626 0 0.0% Q2 2026 Jul 24, 2026
Vantage Point Financial LLC History No change 17,606 2,094 0.64% 0.64% 627 0 0.0% Q2 2026 Aug 14, 2026
SevenBridge Financial Group, LLC History No change 16,971 2,087 0.31% 0.31% 628 0 0.0% Q2 2026 Aug 12, 2026
Bill Few Associates, Inc. History Added to 16,697 2,055 0.42% 0.4% 629 +889 5.62% Q3 2026 Oct 09, 2026
VestGen Advisors, LLC History No change 17,163 2,042 0.06% 0.06% 630 0 0.0% Q2 2026 Aug 11, 2026
Beacon Capital Management, LLC History No change 16,687 1,985 0.29% 0.29% 631 0 0.0% Q2 2026 Jul 29, 2026
OneAscent Financial Services LLC History No change 16,567 1,971 0.09% 0.09% 632 0 0.0% Q2 2026 Aug 11, 2026
JERICHO FINANCIAL, LLP History No change 16,557 1,970 1.02% 1.02% 633 0 0.0% Q2 2026 Aug 12, 2026
Joule Financial, LLC History No change 16,535 1,967 0.53% 0.53% 634 0 0.0% Q2 2026 Jul 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 16,517 1,965 0.16% 0.16% 635 0 0.0% Q2 2026 Jul 16, 2026
Latitude Advisors, LLC History No change 16,464 1,959 0.78% 0.78% 636 0 0.0% Q2 2026 Jul 27, 2026
SFMG, LLC History No change 16,439 1,956 0.12% 0.12% 637 0 0.0% Q2 2026 Aug 13, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 16,412 1,948 0.58% 0.58% 638 0 0.0% Q2 2026 Jul 10, 2026
Ignite Planners, LLC History No change 16,281 1,937 0.27% 0.27% 639 0 0.0% Q2 2026 Jul 23, 2026
Wall Capital Group, Inc. History No change 16,268 1,935 1.58% 1.58% 640 0 0.0% Q2 2026 Jul 24, 2026
Mascagni Wealth Management, Inc. History No change 16,010 1,904 1.18% 1.18% 641 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 15,946 1,897 0.21% 0.21% 642 0 0.0% Q2 2026 Jul 31, 2026
Barnes Wealth Management Group, Inc History No change 15,949 1,897 0.88% 0.88% 643 0 0.0% Q2 2026 Jul 24, 2026
Asset One Wealth Management LLC History No change 15,729 1,886 0.2% 0.2% 644 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 15,286 1,881 0.21% 0.2% 645 +164 1.08% Q3 2026 Oct 08, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 15,697 1,867 0.13% 0.13% 646 0 0.0% Q2 2026 Jul 24, 2026
River Street Advisors LLC History No change 15,669 1,864 0.55% 0.55% 647 0 0.0% Q2 2026 Jul 21, 2026
Tidal Investments LLC History No change 15,635 1,860 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 15,616 1,858 0.03% 0.03% 649 0 0.0% Q2 2026 Jul 31, 2026
FORONJY FINANCIAL LLC History No change 15,509 1,845 0.68% 0.68% 650 0 0.0% Q2 2026 Jul 23, 2026
Lifeworks Advisors, LLC History No change 15,432 1,836 0.19% 0.19% 651 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 15,373 1,829 0.34% 0.34% 652 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 15,366 1,828 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 15,292 1,819 0.02% 0.02% 654 0 0.0% Q2 2026 Aug 06, 2026
FIDELITY D & D BANCORP INC History No change 15,263 1,816 0.62% 0.62% 655 0 0.0% Q2 2026 Aug 05, 2026
Fourth Dimension Wealth, LLC History No change 15,249 1,814 0.57% 0.57% 656 0 0.0% Q2 2026 Jul 31, 2026
PINNACLE ASSOCIATES LTD History No change 15,170 1,805 0.02% 0.02% 657 0 0.0% Q2 2026 Aug 03, 2026
FIRST FINANCIAL CORP /IN/ History No change 15,032 1,788 0.62% 0.62% 658 0 0.0% Q2 2026 Jul 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 14,949 1,778 0.09% 0.09% 659 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History No change 14,833 1,764 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 14,633 1,741 0.15% 0.15% 661 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 14,515 1,727 0.09% 0.09% 662 0 0.0% Q2 2026 Jul 09, 2026
Wealthfront Advisers LLC History No change 14,480 1,722 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 07, 2026
Everest Financial Group LLC History No change 14,449 1,719 0.23% 0.23% 664 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 13,916 1,712 0.46% 0.48% 665 -1,454 -9.46% Q3 2026 Oct 02, 2026
Jackson, Grant Investment Advisers, Inc. History No change 14,221 1,692 0.53% 0.53% 666 0 0.0% Q2 2026 Jul 31, 2026
Grant Private Wealth Management Inc History No change 14,206 1,690 0.71% 0.71% 667 0 0.0% Q2 2026 Jul 07, 2026
Krilogy Financial LLC History No change 14,184 1,687 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 27, 2026
Stonebridge Financial Planning Group, LLC History No change 14,097 1,677 0.53% 0.53% 669 0 0.0% Q2 2026 Jul 31, 2026
Invesco Ltd. History No change 14,092 1,676 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 14, 2026
Forefront Wealth Partners, LLC History No change 13,948 1,659 0.51% 0.51% 671 0 0.0% Q2 2026 Aug 20, 2026
ES4, LLC History No change 13,946 1,659 0.87% 0.87% 672 0 0.0% Q2 2026 Jul 29, 2026
Sun Financial Inc History No change 13,502 1,657 0.78% 0.78% 673 0 0.0% Q2 2026 Aug 11, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 13,774 1,638 0.84% 0.84% 674 0 0.0% Q2 2026 Jul 16, 2026
DV Trading LLC History No change 13,700 1,630 0.05% 0.05% 675 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 13,663 1,625 0.11% 0.11% 676 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 13,565 1,614 0.1% 0.1% 677 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 13,478 1,603 0.03% 0.03% 678 0 0.0% Q2 2026 Aug 11, 2026
GENTRY PRIVATE WEALTH, LLC History No change 13,295 1,581 0.81% 0.81% 679 0 0.0% Q2 2026 Aug 05, 2026
Thrive Capital Management, LLC History No change 13,104 1,559 0.29% 0.29% 680 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 15,920 1,558 0.06% 0.06% 681 0 0.0% Q2 2026 Jul 09, 2026
Peck Wealth Management, LLC History No change 12,830 1,526 1.29% 1.29% 682 0 0.0% Q2 2026 Jul 31, 2026
Tennessee Valley Asset Management Partners History No change 12,779 1,520 0.17% 0.17% 683 0 0.0% Q2 2026 Aug 10, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 12,730 1,514 0.43% 0.43% 684 0 0.0% Q2 2026 Aug 12, 2026
SFG Wealth Management, LLC. History No change 12,663 1,506 0.54% 0.54% 685 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 12,575 1,496 0.04% 0.04% 686 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 12,569 1,495 0.12% 0.12% 687 0 0.0% Q2 2026 Aug 03, 2026
BOKF, NA History No change 12,560 1,494 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 12,556 1,494 0.07% 0.07% 689 0 0.0% Q2 2026 Aug 10, 2026
Ayalon Insurance Comp Ltd. History No change 12,122 1,492 0.12% 0.18% 690 0 0.0% Q3 2026 Oct 08, 2026
AMJ Financial Wealth Management History No change 15,187 1,486 0.35% 0.35% 691 0 0.0% Q2 2026 Aug 10, 2026
MY Wealth Management Inc. History No change 12,460 1,482 1.04% 1.04% 692 0 0.0% Q2 2026 Aug 07, 2026
Wallace Advisory Group, LLC History No change 12,452 1,481 1.39% 1.39% 693 0 0.0% Q2 2026 Aug 03, 2026
Arcadia Wealth Management, LLC History No change 12,446 1,480 0.46% 0.46% 694 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Family Advisors, LLC History No change 12,306 1,464 0.61% 0.61% 695 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 12,293 1,462 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 07, 2026
Sunesis Advisors, LLC History No change 12,221 1,454 0.6% 0.6% 697 0 0.0% Q2 2026 Jul 10, 2026
NewEdge Wealth, LLC History No change 12,211 1,453 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 12,209 1,452 0.02% 0.02% 699 0 0.0% Q2 2026 Aug 10, 2026
CV Advisors LLC History No change 12,035 1,432 0.26% 0.26% 700 0 0.0% Q2 2026 Jul 21, 2026
Wells Financial Advisors INC History No change 11,977 1,425 13.23% 13.23% 701 0 0.0% Q2 2026 Jul 23, 2026
CALTON & ASSOCIATES, INC. History No change 11,966 1,423 0.21% 0.21% 702 0 0.0% Q2 2026 Aug 10, 2026
Waldron Private Wealth LLC History No change 11,696 1,391 0.05% 0.05% 703 0 0.0% Q2 2026 Jul 20, 2026
Soltis Investment Advisors LLC History No change 11,690 1,391 0.08% 0.08% 704 0 0.0% Q2 2026 Jul 31, 2026
Tilson Financial Group, Inc. History No change 11,631 1,383 0.38% 0.38% 705 0 0.0% Q2 2026 Jul 27, 2026
Quadcap Wealth Management, LLC History No change 11,596 1,379 0.13% 0.13% 706 0 0.0% Q2 2026 Jul 31, 2026
Interchange Capital Partners, LLC History No change 11,570 1,376 0.26% 0.26% 707 0 0.0% Q2 2026 Jul 20, 2026
KINTRA WEALTH, LLC History No change 10,913 1,346 0.07% 0.07% 708 0 0.0% Q2 2026 Aug 14, 2026
PMG Wealth Management, Inc. History No change 11,320 1,346 0.83% 0.83% 709 0 0.0% Q2 2026 Aug 05, 2026
Centerpoint Advisors, LLC History No change 11,283 1,343 0.38% 0.38% 710 0 0.0% Q2 2026 Aug 05, 2026
Cerro Pacific Wealth Advisors LLC History No change 11,287 1,343 0.3% 0.3% 711 0 0.0% Q2 2026 Jul 15, 2026
Advus Financial Partners, LLC History No change 11,277 1,341 0.38% 0.38% 712 0 0.0% Q2 2026 Oct 02, 2026
AdvisorNet Financial, Inc History No change 11,253 1,338 0.06% 0.06% 713 0 0.0% Q2 2026 Jul 23, 2026
Sherman Wealth Management LLC History No change 11,061 1,316 0.99% 0.99% 714 0 0.0% Q2 2026 Jul 09, 2026
Twelve Points Wealth Management LLC History No change 11,007 1,309 0.26% 0.26% 715 0 0.0% Q2 2026 Aug 07, 2026
Bay Capital Advisors, LLC History No change 10,988 1,307 0.7% 0.7% 716 0 0.0% Q2 2026 Jul 21, 2026
Altman Advisors, Inc. History No change 100,703 1,298 0.47% 0.47% 717 0 0.0% Q2 2026 Aug 10, 2026
Texas Yale Capital Corp. History No change 10,789 1,283 0.03% 0.03% 718 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 10,773 1,281 0.1% 0.1% 719 0 0.0% Q2 2026 Jul 16, 2026
Wealth Enhancement Trust Services, Inc. History Added to 10,312 1,269 0.14% 0.14% 720 +9 0.09% Q3 2026 Oct 07, 2026
Lantz Financial LLC History No change 10,577 1,258 0.23% 0.23% 721 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 10,548 1,255 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 15, 2026
FC Advisory LLC History Reduced 10,140 1,248 0.33% 0.32% 723 -1 -0.01% Q3 2026 Oct 05, 2026
Venturi Wealth Management, LLC History No change 10,380 1,235 0.05% 0.05% 724 0 0.0% Q2 2026 Jul 20, 2026
GGM Financial LLC History No change 10,385 1,235 0.47% 0.47% 725 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 10,304 1,226 0.06% 0.06% 726 0 0.0% Q2 2026 Aug 06, 2026
BankPlus Trust Department History No change 10,289 1,224 0.29% 0.29% 727 0 0.0% Q2 2026 Jul 28, 2026
POTENTIA WEALTH History No change 10,279 1,223 0.5% 0.5% 728 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 10,260 1,220 0.04% 0.04% 729 0 0.0% Q2 2026 Jul 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 10,256 1,220 0.22% 0.22% 730 0 0.0% Q2 2026 Jul 21, 2026
Capital Management Associates, Inc History No change 10,233 1,217 0.24% 0.24% 731 0 0.0% Q2 2026 Jul 22, 2026
Sterling Investment Advisors, Ltd. History No change 10,179 1,211 0.2% 0.2% 732 0 0.0% Q2 2026 Jul 28, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 10,180 1,211 0.12% 0.12% 733 0 0.0% Q2 2026 Sep 02, 2026
Arlington Trust Co LLC History No change 10,166 1,209 0.1% 0.1% 734 0 0.0% Q2 2026 Jul 07, 2026
John W. Brooker & Co., CPAs History No change 10,149 1,207 1.46% 1.46% 735 0 0.0% Q2 2026 Jul 20, 2026
Verdence Capital Advisors LLC History No change 10,110 1,202 0.06% 0.06% 736 0 0.0% Q2 2026 Jul 29, 2026
Legacy Edge Advisors, LLC History No change 10,074 1,198 0.11% 0.11% 737 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 10,054 1,196 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 06, 2026
Crusonia Wealth Advisors LLC History No change 10,048 1,195 0.2% 0.2% 739 0 0.0% Q2 2026 Jul 30, 2026
Brio Consultants, LLC History No change 10,012 1,191 0.14% 0.14% 740 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 9,950 1,183 0.02% 0.02% 741 0 0.0% Q2 2026 Jul 23, 2026
TUCKER ASSET MANAGEMENT LLC History No change 9,907 1,178 0.29% 0.29% 742 0 0.0% Q2 2026 Aug 27, 2026
Apella Capital, LLC History Reduced 9,299 1,174 0.01% 0.02% 743 -1,781 -16.07% Q3 2026 Oct 08, 2026
MATHER GROUP, LLC. History No change 9,767 1,162 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 9,726 1,157 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 9,750 1,155 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 9,631 1,145 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 9,594 1,141 0.06% 0.06% 748 0 0.0% Q2 2026 Jul 16, 2026
Facet Wealth, Inc. History No change 9,549 1,136 0.02% 0.02% 749 0 0.0% Q2 2026 Jul 27, 2026
Fingerlakes Wealth Management, Inc. History No change 9,534 1,134 0.61% 0.61% 750 0 0.0% Q2 2026 Jul 23, 2026
Cadia Private Client LLC History No change 9,534 1,134 0.81% 0.81% 751 0 0.0% Q2 2026 Aug 11, 2026
Laurel Wealth Advisors LLC History No change 9,481 1,128 0.11% 0.11% 752 0 0.0% Q2 2026 Jul 17, 2026
Global Financial Private Client, LLC History No change 9,440 1,123 0.3% 0.3% 753 0 0.0% Q2 2026 Jul 20, 2026
Ellevest, Inc. History No change 11,901 1,117 0.13% 0.13% 754 0 0.0% Q2 2026 Aug 10, 2026
UPTICK PARTNERS, LLC History No change 9,394 1,117 0.17% 0.17% 755 0 0.0% Q2 2026 Aug 10, 2026
Bensler, LLC History No change 9,375 1,115 0.1% 0.1% 756 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Planning, Inc. History Reduced 9,028 1,111 0.25% 0.26% 757 -570 -5.94% Q3 2026 Oct 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 9,320 1,108 0.05% 0.05% 758 0 0.0% Q2 2026 Jul 28, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,194 1,094 0.01% 0.01% 759 0 0.0% Q2 2026 Jul 23, 2026
Elser Financial Planning, Inc History No change 1,462 1,091 0.05% 0.05% 760 0 0.0% Q2 2026 Jul 14, 2026
Sovereign Financial Group, Inc. History No change 9,162 1,090 0.17% 0.17% 761 0 0.0% Q2 2026 Jul 24, 2026
SEI INVESTMENTS CO History No change 9,099 1,082 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 14, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 9,095 1,082 0.26% 0.26% 763 0 0.0% Q2 2026 Aug 13, 2026
BEARING POINT CAPITAL, LLC History No change 9,092 1,081 0.15% 0.15% 764 0 0.0% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History No change 9,022 1,073 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 8,996 1,070 0.02% 0.02% 766 0 0.0% Q2 2026 Jul 29, 2026
DAVENPORT & Co LLC History No change 8,968 1,067 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 8,901 1,059 0.03% 0.03% 768 0 0.0% Q2 2026 Aug 07, 2026
Vanguard National Trust Co History No change 8,890 1,057 0.06% 0.06% 769 0 0.0% Q2 2026 Aug 13, 2026
Orin Green Financial, LLC History No change 8,861 1,054 0.39% 0.39% 770 0 0.0% Q2 2026 Jul 13, 2026
FreeGulliver LLC History No change 8,776 1,044 0.37% 0.37% 771 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 8,745 1,040 0.03% 0.03% 772 0 0.0% Q2 2026 Aug 04, 2026
Accredited Investors Inc. History No change 8,697 1,034 0.04% 0.04% 773 0 0.0% Q2 2026 Jul 21, 2026
FIRST TRUST ADVISORS LP History No change 8,584 1,021 0.0% 0.0% 774 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 8,584 1,021 0.03% 0.03% 775 0 0.0% Q2 2026 Aug 10, 2026
Redwood Financial Network Corp History No change 8,522 1,014 0.56% 0.56% 776 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Concepts, LLC History No change 8,466 1,007 0.3% 0.3% 777 0 0.0% Q2 2026 Jul 27, 2026
LYELL WEALTH MANAGEMENT, LP History No change 8,438 1,004 0.06% 0.06% 778 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 8,388 998 0.02% 0.02% 779 0 0.0% Q2 2026 Aug 06, 2026
DAHRING | CUSMANO LLC History No change 8,381 997 0.53% 0.53% 780 0 0.0% Q2 2026 Jul 28, 2026
Advisor Resource Council History No change 8,383 995 0.28% 0.28% 781 0 0.0% Q2 2026 Jul 28, 2026
GC Wealth Management RIA, LLC History No change 8,319 989 0.06% 0.06% 782 0 0.0% Q2 2026 Jul 16, 2026
Oregon Pacific Wealth Management, LLC History No change 8,262 983 0.92% 0.92% 783 0 0.0% Q2 2026 Jul 22, 2026
Snowden Capital Advisors LLC History No change 8,205 976 0.02% 0.02% 784 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 8,209 976 0.84% 0.84% 785 0 0.0% Q2 2026 Jul 23, 2026
Ballast Rock Private Wealth LLC History No change 8,195 975 0.45% 0.45% 786 0 0.0% Q2 2026 Aug 10, 2026
WILLNER & HELLER, LLC History No change 8,084 961 0.6% 0.6% 787 0 0.0% Q2 2026 Jul 07, 2026
GeoWealth Management, LLC History No change 8,075 960 0.03% 0.03% 788 0 0.0% Q2 2026 Jul 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 8,000 951 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 10, 2026
Centurion Wealth Management LLC History No change 7,990 950 0.23% 0.23% 790 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 7,846 933 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 29, 2026
Shulman DeMeo Asset Management LLC History Reduced 7,404 930 0.18% 0.17% 792 -126 -1.67% Q3 2026 Oct 09, 2026
Founders Financial Alliance, LLC History No change 7,538 896 0.12% 0.12% 793 0 0.0% Q2 2026 Aug 04, 2026
Capital Group Private Client Services, Inc. History No change 7,524 895 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 12, 2026
626 Financial, LLC History No change 7,424 883 0.34% 0.34% 795 0 0.0% Q2 2026 Jul 27, 2026
KM Capital Management Ltd. History No change 7,409 881 0.41% 0.41% 796 0 0.0% Q2 2026 Aug 14, 2026
MOR Wealth Management, LLC History No change 7,365 876 0.35% 0.35% 797 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 7,354 875 0.04% 0.04% 798 0 0.0% Q2 2026 Jul 28, 2026
Flagship Private Wealth, LLC History No change 7,301 868 0.31% 0.31% 799 0 0.0% Q2 2026 Aug 04, 2026
Wallington Asset Management, LLC History No change 7,290 867 0.11% 0.11% 800 0 0.0% Q2 2026 Jul 22, 2026
GLENMEDE TRUST CO NA History No change 7,253 863 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 10, 2026
Principle Wealth Partners LLC History No change 7,201 856 0.04% 0.04% 802 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 7,162 852 0.04% 0.04% 803 0 0.0% Q2 2026 Aug 11, 2026
McClarren Financial Advisors, Inc. History No change 7,111 846 0.44% 0.44% 804 0 0.0% Q2 2026 Jul 17, 2026
Tempus Wealth Planning, LLC History No change 7,097 844 0.17% 0.17% 805 0 0.0% Q2 2026 Jul 22, 2026
4WEALTH ADVISORS, INC. History No change 7,165 841 0.65% 0.65% 806 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY TRUST CO History No change 7,045 838 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 7,000 832 0.16% 0.16% 808 0 0.0% Q2 2026 Jul 20, 2026
Diversified Enterprises, LLC History No change 6,987 831 0.04% 0.04% 809 0 0.0% Q2 2026 Jul 31, 2026
PGIM Custom Harvest LLC History No change 6,980 830 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 6,975 829 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 13, 2026
Integrity Advisory Solutions, LLC History No change 6,959 828 0.09% 0.09% 812 0 0.0% Q2 2026 Jul 31, 2026
Impact Partnership Wealth, LLC History No change 6,942 826 0.08% 0.08% 813 0 0.0% Q2 2026 Jul 29, 2026
CORE WEALTH ADVISORS, LLC History No change 6,944 826 0.61% 0.61% 814 0 0.0% Q2 2026 Aug 04, 2026
Solutions 4 Wealth, Ltd History No change 6,915 822 1.06% 1.06% 815 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 6,882 819 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 12, 2026
Pinion Investment Advisors, LLC History No change 6,872 817 0.16% 0.16% 817 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 6,691 796 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 17, 2026
McGlone Suttner Wealth Management, Inc. History No change 6,698 796 0.09% 0.09% 819 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 6,667 793 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 6,664 792 0.01% 0.01% 821 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 6,607 786 0.02% 0.02% 822 0 0.0% Q2 2026 Jul 09, 2026
Root Financial Partners, LLC History No change 6,605 785 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 29, 2026
GREENLEAF TRUST History No change 6,592 784 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 21, 2026
Thompson David Blair History No change 6,539 778 0.39% 0.39% 825 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 6,507 774 0.02% 0.02% 826 0 0.0% Q2 2026 Jul 09, 2026
BBR PARTNERS, LLC History No change 6,500 773 0.04% 0.04% 827 0 0.0% Q2 2026 Aug 11, 2026
Kingsbury Capital Investment Advisors LLC History No change 6,489 772 0.65% 0.65% 828 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 6,489 772 0.65% 0.65% 829 0 0.0% Q2 2026 Aug 05, 2026
Wick Capital Partners, LLC History No change 8,763 770 0.12% 0.12% 830 0 0.0% Q2 2026 Aug 14, 2026
Selby Wealth Management, LLC History No change 6,443 766 0.27% 0.27% 831 0 0.0% Q2 2026 Jul 09, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 6,365 757 0.32% 0.32% 832 0 0.0% Q2 2026 Aug 11, 2026
Cassilly Financial Group LLC History Added to 6,148 756 0.51% 0.52% 833 +168 2.81% Q3 2026 Oct 07, 2026
Crescent Sterling, Ltd. History No change 6,207 738 0.66% 0.66% 834 0 0.0% Q2 2026 Jul 07, 2026
FFT WEALTH MANAGEMENT LLC History No change 6,201 737 0.12% 0.12% 835 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 6,158 732 0.02% 0.02% 836 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Partners, LLC History No change 6,148 731 0.01% 0.01% 837 0 0.0% Q2 2026 Jul 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,140 730 0.04% 0.04% 838 0 0.0% Q2 2026 Aug 13, 2026
Go Invest LLC History Added to 5,836 718 0.15% 0.16% 839 +85 1.48% Q3 2026 Oct 08, 2026
Csenge Advisory Group History No change 6,029 717 0.03% 0.03% 840 0 0.0% Q2 2026 Aug 10, 2026
Intellectus Partners, LLC History No change 6,019 716 0.12% 0.12% 841 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 6,022 716 0.06% 0.06% 842 0 0.0% Q2 2026 Aug 04, 2026
Indivisible Partners History No change 6,011 715 0.04% 0.04% 843 0 0.0% Q2 2026 Aug 04, 2026
PATTEN & PATTEN INC/TN History No change 6,006 714 0.04% 0.04% 844 0 0.0% Q2 2026 Aug 05, 2026
LEIGH BALDWIN & CO., LLC History No change 5,998 713 0.38% 0.38% 845 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 5,989 712 0.01% 0.01% 846 0 0.0% Q2 2026 Aug 05, 2026
TFR Capital, LLC. History No change 5,893 701 0.2% 0.2% 847 0 0.0% Q2 2026 Aug 06, 2026
Community Bank, N.A. History No change 5,887 700 0.08% 0.08% 848 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 5,863 697 0.01% 0.01% 849 0 0.0% Q2 2026 Aug 04, 2026
URS Advisory LLC History No change 5,852 696 0.39% 0.39% 850 0 0.0% Q2 2026 Jul 27, 2026
SteelPeak Wealth, LLC History No change 5,845 695 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 13, 2026
Concorde Asset Management, LLC History No change 5,816 692 0.4% 0.4% 852 0 0.0% Q2 2026 Aug 18, 2026
SmartHarvest Portfolios, LLC History No change 5,808 691 0.22% 0.22% 853 0 0.0% Q2 2026 Aug 04, 2026
Regatta Research & Money Management History No change 5,802 689 0.65% 0.65% 854 0 0.0% Q2 2026 Aug 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 5,785 688 0.09% 0.09% 855 0 0.0% Q2 2026 Jul 24, 2026
Hiley Hunt Wealth Management History No change 5,577 686 0.27% 0.26% 856 0 0.0% Q3 2026 Oct 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,750 684 0.01% 0.01% 857 0 0.0% Q2 2026 Aug 06, 2026
Commonwealth Financial Services, LLC History No change 5,732 682 0.09% 0.09% 858 0 0.0% Q2 2026 Jul 15, 2026
Aprio Wealth Management, LLC History No change 5,728 681 0.03% 0.03% 859 0 0.0% Q2 2026 Jul 24, 2026
JMN Financial LLC History No change 5,723 680 0.53% 0.53% 860 0 0.0% Q2 2026 Aug 10, 2026
Beacon Bank & Trust History No change 5,694 677 0.13% 0.13% 861 0 0.0% Q2 2026 Aug 03, 2026
Wedmont Private Capital History Added to 5,422 676 0.02% 0.02% 862 +328 6.44% Q3 2026 Oct 09, 2026
APS Management Group, Inc. History No change 5,682 676 0.52% 0.52% 863 0 0.0% Q2 2026 Jul 10, 2026
Kroeger Financial Partners History No change 5,675 675 0.65% 0.65% 864 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 5,633 670 0.03% 0.03% 865 0 0.0% Q2 2026 Jul 23, 2026
Koss-Olinger Consulting, LLC History No change 5,609 667 0.05% 0.05% 866 0 0.0% Q2 2026 Aug 10, 2026
Schrum Private Wealth Management LLC History No change 8,029 667 0.69% 0.69% 867 0 0.0% Q2 2026 Aug 10, 2026
Sound Income Strategies, LLC History Added to 5,324 664 0.03% 0.03% 868 +35 0.66% Q3 2026 Oct 09, 2026
PKS Advisory Services, LLC History No change 5,573 663 0.11% 0.11% 869 0 0.0% Q2 2026 Aug 04, 2026
NWF Advisory Services Inc. History No change 5,563 661 0.06% 0.06% 870 0 0.0% Q2 2026 Jul 29, 2026
Clark Asset Management, LLC History No change 5,524 657 0.05% 0.05% 871 0 0.0% Q2 2026 Jul 07, 2026
Fox Financial, Inc History No change 5,516 656 0.46% 0.46% 872 0 0.0% Q2 2026 Aug 04, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 5,503 654 0.23% 0.23% 873 0 0.0% Q2 2026 Aug 11, 2026
Ruggiero Investments, Inc. History No change 5,498 654 0.55% 0.55% 874 0 0.0% Q2 2026 Aug 14, 2026
Valtinson Bruner Financial Planning LLC History No change 5,493 653 0.16% 0.16% 875 0 0.0% Q2 2026 Aug 03, 2026
Lloyd Advisory Services, LLC. History No change 5,496 653 0.25% 0.25% 876 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 5,473 651 0.01% 0.01% 877 0 0.0% Q2 2026 Aug 14, 2026
One Charles Private Wealth Services, LLC History No change 5,462 649 0.15% 0.15% 878 0 0.0% Q2 2026 Jul 15, 2026
TOP Private Wealth LLC. History No change 5,450 648 0.62% 0.62% 879 0 0.0% Q2 2026 Aug 13, 2026
ProVise Management Group, LLC History No change 5,432 646 0.04% 0.04% 880 0 0.0% Q2 2026 Aug 03, 2026
Jacobi Capital Management LLC History No change 5,426 645 0.03% 0.03% 881 0 0.0% Q2 2026 Jul 31, 2026
Procyon Advisors, LLC History No change 5,423 645 0.03% 0.03% 882 0 0.0% Q2 2026 Jul 09, 2026
Innovative Wealth Building LLC History No change 5,401 642 0.37% 0.37% 883 0 0.0% Q2 2026 Jul 23, 2026
BTC Capital Management, Inc. History No change 5,378 639 0.04% 0.04% 884 0 0.0% Q2 2026 Jul 16, 2026
Valpey Financial Services, LLC History No change 5,367 638 0.38% 0.38% 885 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 5,320 633 0.02% 0.02% 886 0 0.0% Q2 2026 Jul 20, 2026
Virtue Capital Management, LLC History No change 5,316 632 0.08% 0.08% 887 0 0.0% Q2 2026 Aug 05, 2026
NATURAL INVESTMENTS, LLC History No change 5,304 631 0.14% 0.14% 888 0 0.0% Q2 2026 Jul 31, 2026
Stegent Equity Advisors, Inc. History No change 5,271 627 0.45% 0.45% 889 0 0.0% Q2 2026 Jul 29, 2026
Ebert Capital Management Inc. History No change 5,075 624 0.54% 0.57% 890 0 0.0% Q3 2026 Oct 08, 2026
Linscomb Wealth, Inc. History No change 5,157 613 0.03% 0.03% 891 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 5,134 610 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 03, 2026
Kropog Financial Group, LLC History No change 5,124 609 0.43% 0.43% 893 0 0.0% Q2 2026 Aug 06, 2026
MW ADVISORY, LLC History No change 5,122 609 0.24% 0.24% 894 0 0.0% Q2 2026 Aug 07, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 5,117 608 0.43% 0.43% 895 0 0.0% Q2 2026 Jul 27, 2026
Somerset Trust Co History No change 5,107 607 0.17% 0.17% 896 0 0.0% Q2 2026 Jul 06, 2026
VANGUARD ADVISERS INC History No change 5,087 605 0.0% 0.0% 897 0 0.0% Q2 2026 Aug 13, 2026
Worth Financial Advisory Group, LLC History No change 5,092 605 0.25% 0.25% 898 0 0.0% Q2 2026 Jul 30, 2026
McKinley Carter Wealth Services, Inc. History No change 5,056 601 0.03% 0.03% 899 0 0.0% Q2 2026 Jul 28, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 5,372 599 0.45% 0.45% 900 0 0.0% Q2 2026 Jul 30, 2026
WEALTHGARDEN F.S. LLC History No change 5,041 599 0.34% 0.34% 901 0 0.0% Q2 2026 Jul 31, 2026
JT Stratford LLC History No change 5,001 595 0.07% 0.07% 902 0 0.0% Q2 2026 Aug 14, 2026
McDonough Capital Management, Inc History No change 4,989 593 0.3% 0.3% 903 0 0.0% Q2 2026 Aug 13, 2026
Warner Group LLC History No change 4,990 593 0.15% 0.15% 904 0 0.0% Q2 2026 Jul 27, 2026
TCP Asset Management, LLC History No change 4,952 589 0.07% 0.07% 905 0 0.0% Q2 2026 Jul 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,913 584 0.11% 0.11% 906 0 0.0% Q2 2026 Aug 06, 2026
Fusion Capital, LLC History No change 4,901 583 0.14% 0.14% 907 0 0.0% Q2 2026 Aug 05, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 4,720 580 0.15% 0.16% 908 -446 -8.63% Q3 2026 Oct 06, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 4,857 577 0.01% 0.01% 909 0 0.0% Q2 2026 Jul 31, 2026
Richmond Brothers, Inc. History No change 4,840 575 0.3% 0.3% 910 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Advisor Solutions LLC History No change 4,810 572 0.02% 0.02% 911 0 0.0% Q2 2026 Jul 07, 2026
ARROW FINANCIAL CORP History No change 4,792 570 0.05% 0.05% 912 0 0.0% Q2 2026 Jul 31, 2026
Jackson Wealth Management, LLC History No change 4,782 569 0.33% 0.33% 913 0 0.0% Q2 2026 Aug 20, 2026
EFG International AG History No change 4,785 569 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 4,765 566 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 05, 2026
Tactive Advisors, LLC History No change 4,601 566 0.14% 0.13% 916 0 0.0% Q3 2026 Oct 08, 2026
Maridea Wealth Management LLC History No change 4,758 566 0.06% 0.06% 917 0 0.0% Q2 2026 Aug 06, 2026
Samalin Investment Counsel, LLC History No change 4,746 564 0.18% 0.18% 918 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 4,735 563 0.17% 0.17% 919 0 0.0% Q2 2026 Jul 20, 2026
Vawter Financial, Ltd. History No change 4,699 559 0.21% 0.21% 920 0 0.0% Q2 2026 Jul 24, 2026
Meeder Advisory Services, Inc. History No change 4,690 558 0.02% 0.02% 921 0 0.0% Q2 2026 Aug 07, 2026
Stiles Financial Services Inc History No change 4,688 557 0.14% 0.14% 922 0 0.0% Q2 2026 Aug 12, 2026
Purkiss Capital Advisors LLC History No change 4,628 550 0.21% 0.21% 923 0 0.0% Q2 2026 Jul 30, 2026
Daviman Financial, LLC History No change 4,599 547 0.3% 0.3% 924 0 0.0% Q2 2026 Jul 24, 2026
Liberty Atlantic Advisors LLC History No change 4,562 542 0.39% 0.39% 925 0 0.0% Q2 2026 Jul 21, 2026
AlphaCore Capital LLC History No change 4,536 539 0.01% 0.01% 926 0 0.0% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History No change 4,510 536 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,502 535 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 10, 2026
Sage Mountain Advisors LLC History No change 4,504 535 0.03% 0.03% 929 0 0.0% Q2 2026 Aug 05, 2026
FWG Investments, LLC. History No change 4,451 529 0.28% 0.28% 930 0 0.0% Q2 2026 Jul 28, 2026
Empower Advisory Group, LLC History No change 4,447 529 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 12, 2026
Mach-1 Financial Group, LLC History No change 4,441 528 0.2% 0.2% 932 0 0.0% Q2 2026 Jul 29, 2026
Paladin Advisory Group, LLC History No change 4,381 521 0.35% 0.35% 933 0 0.0% Q2 2026 Jul 28, 2026
AVISO WEALTH MANAGEMENT History No change 4,374 520 0.18% 0.18% 934 0 0.0% Q2 2026 Aug 04, 2026
Naviter Wealth, LLC History No change 4,366 519 0.05% 0.05% 935 0 0.0% Q2 2026 Aug 07, 2026
RMR Wealth Builders History No change 4,357 518 0.03% 0.03% 936 0 0.0% Q2 2026 Jul 24, 2026
Key Client Fiduciary Advisors, LLC History No change 4,342 516 0.15% 0.15% 937 0 0.0% Q2 2026 Jul 09, 2026
Waterway Wealth Management, LLC History No change 4,318 513 0.1% 0.1% 938 0 0.0% Q2 2026 Jul 13, 2026
Copper Harbor Investment Advisors, LLC History No change 4,225 502 0.11% 0.11% 939 0 0.0% Q2 2026 Jul 23, 2026
Advyzon Investment Management, LLC History No change 4,202 500 0.04% 0.04% 940 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History No change 4,189 498 0.06% 0.06% 941 0 0.0% Q2 2026 Jul 09, 2026
SHP Wealth Management History No change 4,148 493 0.03% 0.03% 942 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 4,140 492 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 10, 2026
LVW Advisors, LLC History No change 4,104 488 0.04% 0.04% 944 0 0.0% Q2 2026 Jul 15, 2026
WJ Wealth Management, LLC History No change 4,107 488 0.19% 0.19% 945 0 0.0% Q2 2026 Aug 03, 2026
Accel Wealth Management History No change 4,104 488 0.11% 0.11% 946 0 0.0% Q2 2026 Jul 10, 2026
LifeGoal Investments, LLC History Reduced 3,953 486 0.15% 0.22% 948 -1 -0.03% Q3 2026 Oct 08, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,089 486 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 05, 2026
Rockline Wealth Management, LLC History No change 4,076 485 0.09% 0.09% 949 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 4,065 483 0.02% 0.02% 950 0 0.0% Q2 2026 Aug 10, 2026
SONATA CAPITAL GROUP INC History No change 4,055 482 0.16% 0.16% 951 0 0.0% Q2 2026 Jul 24, 2026
Abbot Financial Management, Inc. History No change 4,050 481 0.16% 0.16% 952 0 0.0% Q2 2026 Aug 06, 2026
Old Mission Investment Co LLC History No change 4,037 480 0.1% 0.1% 953 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 4,010 477 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 30, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 4,000 476 0.22% 0.22% 955 0 0.0% Q2 2026 Jul 16, 2026
Wilmington Savings Fund Society, FSB History No change 3,980 473 0.01% 0.01% 956 0 0.0% Q2 2026 Jul 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,983 473 0.03% 0.03% 957 0 0.0% Q2 2026 Aug 14, 2026
ETF Store, Inc. History No change 3,972 472 0.39% 0.39% 958 0 0.0% Q2 2026 Jul 29, 2026
Mayfair Advisory Group, LLC History No change 4,092 470 0.14% 0.14% 959 0 0.0% Q2 2026 Aug 11, 2026
DUTCH ASSET Corp History No change 3,925 467 0.23% 0.23% 960 0 0.0% Q2 2026 Aug 10, 2026
STOCK YARDS BANK & TRUST CO History No change 3,914 465 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 19, 2026
Teamwork Financial Advisors, LLC History No change 3,909 465 0.04% 0.04% 962 0 0.0% Q2 2026 Jul 08, 2026
POM Investment Strategies, LLC History No change 3,901 464 0.53% 0.53% 963 0 0.0% Q2 2026 Jul 30, 2026
Orange Investment Advisors, Inc. History No change 3,881 461 0.06% 0.06% 964 0 0.0% Q2 2026 Jul 21, 2026
Tevis Investment Management History No change 3,882 461 0.25% 0.25% 965 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 3,870 460 0.0% 0.0% 966 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 3,863 459 0.03% 0.03% 967 0 0.0% Q2 2026 Aug 07, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 3,843 457 0.27% 0.27% 968 0 0.0% Q2 2026 Jul 28, 2026
Copley Financial Group, Inc. History No change 3,828 455 0.28% 0.28% 969 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 3,990 455 0.03% 0.03% 970 0 0.0% Q2 2026 Jul 29, 2026
Keebeck Wealth Management History No change 3,808 453 0.04% 0.04% 971 0 0.0% Q2 2026 Aug 11, 2026
PROTECTIVE LIFE CORP History No change 3,801 452 3.23% 3.23% 972 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,800 452 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 14, 2026
Keener Financial Planning LLC History No change 3,744 445 0.16% 0.16% 974 0 0.0% Q2 2026 Jul 31, 2026
AMARA FINANCIAL, LLC. History No change 3,726 443 0.27% 0.27% 975 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,689 438 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 04, 2026
Prostatis Group LLC History No change 3,689 438 0.1% 0.1% 977 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,664 435 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 14, 2026
Kelman-Lazarov, Inc. History No change 3,659 435 0.06% 0.06% 979 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 3,656 435 0.08% 0.08% 980 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 3,468 432 0.06% 0.06% 982 -169 -4.65% Q3 2026 Oct 08, 2026
Costello Asset Management, INC History No change 3,632 432 0.13% 0.13% 981 0 0.0% Q2 2026 Jul 28, 2026
DRAVO BAY LLC History No change 3,625 431 0.15% 0.15% 983 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 3,589 427 0.01% 0.01% 984 0 0.0% Q2 2026 Jul 22, 2026
Crown Wealth Group, LLC History No change 3,589 427 0.11% 0.11% 985 0 0.0% Q2 2026 Jul 21, 2026
EJMK Ventures LLC History No change 3,582 426 0.19% 0.19% 986 0 0.0% Q2 2026 Aug 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 3,460 425 0.29% 0.28% 987 +105 3.13% Q3 2026 Oct 09, 2026
King Wealth Management Group History No change 3,545 422 0.05% 0.05% 988 0 0.0% Q2 2026 Aug 05, 2026
KPP Advisory Services LLC History No change 3,547 422 0.05% 0.05% 989 0 0.0% Q2 2026 Jul 24, 2026
Mustard Seed Financial, LLC History No change 3,539 421 0.22% 0.22% 990 0 0.0% Q2 2026 Aug 05, 2026
BlackDiamond Wealth Management, LLC History No change 3,417 419 0.17% 0.17% 991 0 0.0% Q2 2026 Aug 11, 2026
TOEWS CORP /ADV History No change 3,499 416 0.06% 0.06% 992 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 3,500 416 0.13% 0.13% 993 0 0.0% Q2 2026 Aug 13, 2026
Benson Wealth Management INC History No change 3,494 415 0.42% 0.42% 994 0 0.0% Q2 2026 Aug 10, 2026
CONDOR CAPITAL MANAGEMENT History No change 3,483 414 0.03% 0.03% 995 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,481 414 0.01% 0.01% 996 0 0.0% Q2 2026 Jul 14, 2026
Kelly Financial Services LLC History No change 3,483 414 0.09% 0.09% 997 0 0.0% Q2 2026 Jul 14, 2026
Topsail Wealth Management, LLC History No change 3,468 412 0.05% 0.05% 998 0 0.0% Q2 2026 Aug 13, 2026
Fischer Financial Services, Inc. History No change 3,460 411 0.1% 0.1% 999 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 3,451 410 0.01% 0.01% 1000 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 3,438 409 0.02% 0.02% 1001 0 0.0% Q2 2026 Jul 23, 2026
Madden Advisory Services, Inc. History No change 3,433 408 0.15% 0.15% 1002 0 0.0% Q2 2026 Aug 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,419 406 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 14, 2026
ABLE Financial Group, LLC History No change 3,413 406 0.07% 0.07% 1004 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Group, LLC /NE/ History No change 3,419 406 0.25% 0.25% 1005 0 0.0% Q2 2026 Aug 11, 2026
Accurate Wealth Management, LLC History No change 3,371 403 0.04% 0.04% 1006 0 0.0% Q2 2026 Jul 14, 2026
SMART Wealth LLC History No change 3,392 403 0.09% 0.09% 1007 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 3,365 400 0.02% 0.02% 1008 0 0.0% Q2 2026 Jul 31, 2026
INSPIRE TRUST CO, N.A. History No change 3,367 400 0.05% 0.05% 1009 0 0.0% Q2 2026 Aug 05, 2026
Trinity Wealth Management, LLC History No change 3,359 399 0.13% 0.13% 1010 0 0.0% Q2 2026 Jul 07, 2026
Stratos Investment Management, LLC History No change 3,345 398 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 11, 2026
Sepio Capital, LP History No change 3,350 398 0.02% 0.02% 1012 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,349 398 0.06% 0.06% 1013 0 0.0% Q2 2026 Jul 21, 2026
Evanson Financial, LLC History No change 3,346 398 0.02% 0.02% 1014 0 0.0% Q2 2026 Jul 07, 2026
Parkside Financial Bank & Trust History No change 3,337 397 0.03% 0.03% 1015 0 0.0% Q2 2026 Sep 04, 2026
Everstar Asset Management, LLC History No change 3,344 397 0.19% 0.19% 1016 0 0.0% Q2 2026 Aug 03, 2026
RWA WEALTH PARTNERS, LLC History No change 3,308 393 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 07, 2026
ZEGA Investments, LLC History No change 3,305 393 0.04% 0.04% 1018 0 0.0% Q2 2026 Jul 31, 2026
Snider Financial Group History No change 3,289 391 0.1% 0.1% 1019 0 0.0% Q2 2026 Jul 14, 2026
New Covenant Trust Company, N.A. History Reduced 3,171 390 0.27% 0.35% 1020 -698 -18.04% Q3 2026 Oct 08, 2026
Fiduciary Group, LLC History No change 3,249 386 0.03% 0.03% 1021 0 0.0% Q2 2026 Aug 10, 2026
Warren Street Wealth Advisors, LLC History No change 3,245 386 0.09% 0.09% 1022 0 0.0% Q2 2026 Jul 22, 2026
AlTi Global, Inc. History No change 3,232 384 0.01% 0.01% 1023 0 0.0% Q2 2026 Aug 05, 2026
Key Capital Management, INC History No change 3,230 384 0.2% 0.2% 1024 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,238 384 0.04% 0.04% 1025 0 0.0% Q2 2026 Aug 13, 2026
Drucker Wealth 3.0, LLC History No change 3,218 382 0.06% 0.06% 1026 0 0.0% Q2 2026 Jul 13, 2026
Dorsey & Whitney Trust CO LLC History No change 3,185 378 0.02% 0.02% 1027 0 0.0% Q2 2026 Aug 14, 2026
Entelevest, LLC History No change 3,176 377 0.32% 0.32% 1028 0 0.0% Q2 2026 Jul 22, 2026
VIMA LLC History No change 3,147 374 0.36% 0.36% 1029 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Financial, llc History No change 3,165 373 0.06% 0.06% 1030 0 0.0% Q2 2026 Jul 17, 2026
Aegis Wealth Management, Inc. History No change 3,137 373 0.24% 0.24% 1031 0 0.0% Q2 2026 Jul 16, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 3,138 373 0.36% 0.36% 1032 0 0.0% Q2 2026 Aug 10, 2026
BALLAST ADVISORS LLC History No change 3,109 369 0.09% 0.09% 1033 0 0.0% Q2 2026 Aug 12, 2026
Peak Asset Management, LLC History No change 3,090 367 0.05% 0.05% 1034 0 0.0% Q2 2026 Aug 13, 2026
Ballast, Inc. History No change 3,086 367 0.07% 0.07% 1035 0 0.0% Q2 2026 Jul 10, 2026
Investment Advisory Services Group LLC History No change 3,091 367 0.27% 0.27% 1036 0 0.0% Q2 2026 Jul 29, 2026
Solano Wealth Investment Advisors LLC History No change 3,080 366 0.17% 0.17% 1037 0 0.0% Q2 2026 Jul 29, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 2,971 365 0.12% 0.12% 1038 0 0.0% Q2 2026 Aug 13, 2026
Financial Security Advisor, Inc. History No change 3,072 365 0.06% 0.06% 1039 0 0.0% Q2 2026 Aug 11, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 3,060 364 0.1% 0.1% 1040 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 3,047 362 0.01% 0.01% 1041 0 0.0% Q2 2026 Aug 12, 2026
MATRIX ASSET ADVISORS INC/NY History No change 3,047 362 0.03% 0.03% 1042 0 0.0% Q2 2026 Jul 15, 2026
SIMON QUICK ADVISORS, LLC History No change 3,044 362 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 28, 2026
WARNER FINANCIAL, INC History No change 3,048 362 0.11% 0.11% 1044 0 0.0% Q2 2026 Jul 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,040 361 0.01% 0.01% 1045 0 0.0% Q2 2026 Aug 10, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,028 360 0.01% 0.01% 1046 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 3,033 360 0.01% 0.01% 1047 0 0.0% Q2 2026 Aug 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 3,026 360 0.04% 0.04% 1048 0 0.0% Q2 2026 Jul 27, 2026
Valued Retirements, Inc. History No change 3,004 357 0.32% 0.32% 1049 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 2,996 356 0.05% 0.05% 1050 0 0.0% Q2 2026 Jul 30, 2026
Hilltop Holdings Inc. History No change 2,985 355 0.03% 0.03% 1051 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 2,983 354 0.09% 0.09% 1052 0 0.0% Q2 2026 Jul 23, 2026
Post Resch Tallon Group Inc. History Reduced 2,874 353 0.24% 0.24% 1053 -100 -3.36% Q3 2026 Oct 08, 2026
J. Derek Lewis & Associates Inc. History No change 2,969 353 0.07% 0.07% 1054 0 0.0% Q2 2026 Jul 31, 2026
DIVERSIFIED MANAGEMENT INC History Reduced 2,867 352 0.06% 0.13% 1055 -2,363 -45.18% Q3 2026 Oct 08, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,963 352 0.03% 0.03% 1056 0 0.0% Q2 2026 Jul 28, 2026
NovaPoint Capital, LLC History No change 2,937 349 0.07% 0.07% 1057 0 0.0% Q2 2026 Aug 06, 2026
CERTUITY, LLC History No change 2,933 348 0.02% 0.02% 1058 0 0.0% Q2 2026 Jul 28, 2026
Laraway Financial Advisors Inc History No change 2,929 348 0.21% 0.21% 1059 0 0.0% Q2 2026 Aug 03, 2026
PLIMOTH TRUST CO LLC History No change 2,911 346 0.07% 0.07% 1060 0 0.0% Q2 2026 Jul 28, 2026
Detalus Advisors, LLC History No change 2,887 343 0.07% 0.07% 1061 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 2,856 339 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 04, 2026
ATX Financial Planning, LLC History No change 2,844 338 0.22% 0.22% 1063 0 0.0% Q2 2026 Aug 20, 2026
Private Wealth Asset Management, LLC History No change 2,824 336 0.03% 0.03% 1064 0 0.0% Q2 2026 Aug 11, 2026
Hibernia Wealth Partners, LLC History No change 2,824 336 0.18% 0.18% 1065 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 2,821 335 0.02% 0.02% 1066 0 0.0% Q2 2026 Jul 23, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,810 334 0.03% 0.03% 1067 0 0.0% Q2 2026 Jul 28, 2026
Manske Wealth Management History No change 2,802 333 0.08% 0.08% 1068 0 0.0% Q2 2026 Aug 03, 2026
Retirement Solution LLC History No change 2,791 332 0.06% 0.06% 1069 0 0.0% Q2 2026 Aug 11, 2026
Olistico Wealth, LLC History No change 2,700 332 0.14% 0.14% 1070 0 0.0% Q3 2026 Oct 05, 2026
Strategies Wealth Advisors, LLC History No change 2,794 332 0.03% 0.03% 1071 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 2,694 331 0.01% 0.01% 1072 0 0.0% Q3 2026 Oct 08, 2026
Reyes Financial Architecture, Inc. History No change 2,785 331 0.19% 0.19% 1073 0 0.0% Q2 2026 Jul 16, 2026
GILL CAPITAL PARTNERS, LLC History No change 2,777 330 0.09% 0.09% 1074 0 0.0% Q2 2026 Aug 20, 2026
SAGE RHINO CAPITAL LLC History No change 2,771 329 0.05% 0.05% 1075 0 0.0% Q2 2026 Aug 03, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 2,757 328 0.03% 0.03% 1076 0 0.0% Q2 2026 Jul 14, 2026
Infinity Wealth Counsel, LLC History No change 2,750 327 0.26% 0.26% 1077 0 0.0% Q2 2026 Jul 09, 2026
Atlantic Union Bankshares Corp History No change 2,747 326 0.01% 0.01% 1078 0 0.0% Q2 2026 Aug 11, 2026
Up Capital Management, Inc. History No change 2,747 326 0.25% 0.25% 1079 0 0.0% Q2 2026 Aug 05, 2026
First Citizens Financial Corp History Added to 2,635 324 0.14% 0.13% 1081 +64 2.49% Q3 2026 Oct 02, 2026
RS CRUM INC. History No change 2,723 324 0.06% 0.06% 1080 0 0.0% Q2 2026 Aug 10, 2026
Fairvoy Private Wealth, LLC History No change 2,709 322 0.07% 0.07% 1082 0 0.0% Q2 2026 Jul 17, 2026
Falcon Wealth Planning History No change 2,705 321 0.02% 0.02% 1083 0 0.0% Q2 2026 Jul 13, 2026
Grantvest Financial Group LLC History No change 2,703 321 0.19% 0.19% 1084 0 0.0% Q2 2026 Aug 07, 2026
Zinnia Wealth Advisory, LLC History No change 2,705 321 0.33% 0.33% 1085 0 0.0% Q2 2026 Jul 30, 2026
WNY Asset Management, LLC History No change 2,691 320 0.03% 0.03% 1086 0 0.0% Q2 2026 Aug 17, 2026
SageView Advisory Group, LLC History No change 2,681 319 0.01% 0.01% 1087 0 0.0% Q2 2026 Aug 10, 2026
Second Line Capital, LLC History No change 2,685 319 0.06% 0.06% 1088 0 0.0% Q2 2026 Sep 02, 2026
MATAURO, LLC History No change 2,678 318 0.04% 0.04% 1089 0 0.0% Q2 2026 Jul 21, 2026
Maltin Wealth Management, Inc. History No change 2,667 317 0.11% 0.11% 1090 0 0.0% Q2 2026 Jul 22, 2026
B.O.S.S. Retirement Advisors, LLC History No change 2,666 317 0.09% 0.09% 1091 0 0.0% Q2 2026 Jul 20, 2026
Blue Zone Wealth Advisors, LLC History No change 2,663 316 0.06% 0.06% 1092 0 0.0% Q2 2026 Jul 14, 2026
LRI Investments, LLC History No change 2,647 314 0.03% 0.03% 1093 0 0.0% Q2 2026 Jul 14, 2026
von Borstel & Associates, Inc. History No change 2,630 313 0.06% 0.06% 1094 0 0.0% Q2 2026 Aug 13, 2026
IFS Group,LLC History No change 2,627 312 0.43% 0.43% 1095 0 0.0% Q2 2026 Jul 23, 2026
SMITH, MOORE & CO. History No change 2,616 311 0.02% 0.02% 1096 0 0.0% Q2 2026 Aug 12, 2026
Fusion Family Wealth, LLC History No change 2,609 310 0.02% 0.02% 1097 0 0.0% Q2 2026 Aug 07, 2026
White Lighthouse Investment Management Inc. History No change 2,610 310 0.04% 0.04% 1098 0 0.0% Q2 2026 Aug 04, 2026
NOVEM GROUP History No change 2,579 306 0.03% 0.03% 1099 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History No change 2,573 306 0.13% 0.13% 1100 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,541 302 0.02% 0.02% 1101 0 0.0% Q2 2026 Aug 03, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 2,543 302 0.14% 0.14% 1102 0 0.0% Q2 2026 Jul 21, 2026
LANE BROTHERS & CO INC History No change 2,535 301 0.2% 0.2% 1103 0 0.0% Q2 2026 Aug 05, 2026
Serenity Investment Advisors History No change 2,501 299 0.13% 0.13% 1104 0 0.0% Q2 2026 Aug 24, 2026
Capital Advantage, Inc. History No change 2,489 296 0.04% 0.04% 1105 0 0.0% Q2 2026 Jul 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,478 294 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 12, 2026
Goepper Burkhardt LLC History No change 2,470 293 0.09% 0.09% 1107 0 0.0% Q2 2026 Aug 10, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 2,516 292 0.11% 0.11% 1108 0 0.0% Q2 2026 Aug 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 2,459 292 0.03% 0.03% 1109 0 0.0% Q2 2026 Jul 22, 2026
Allspring Global Investments Holdings, LLC History No change 2,481 291 0.0% 0.0% 1110 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 2,447 291 0.04% 0.04% 1111 0 0.0% Q2 2026 Aug 11, 2026
ARQ WEALTH ADVISORS, LLC History No change 2,469 290 0.04% 0.04% 1112 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History No change 2,424 288 0.03% 0.03% 1113 0 0.0% Q2 2026 Aug 05, 2026
Signature Wealth Management Partners, LLC History No change 2,429 288 0.13% 0.13% 1114 0 0.0% Q2 2026 Jul 29, 2026
CIBC WORLD MARKET INC. History No change 2,406 286 0.0% 0.0% 1115 0 0.0% Q2 2026 Aug 13, 2026
Bernardo Wealth Planning LLC History No change 2,398 285 0.05% 0.05% 1116 0 0.0% Q2 2026 Jul 27, 2026
Accretive Wealth Partners, LLC History No change 2,400 285 0.07% 0.07% 1117 0 0.0% Q2 2026 Jul 29, 2026
Red Door Wealth Management, LLC History No change 2,386 283 0.03% 0.03% 1118 0 0.0% Q2 2026 Jul 13, 2026
Insight Wealth Strategies, LLC History Added to 2,294 282 0.03% 0.03% 1120 +2 0.09% Q3 2026 Oct 09, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,375 282 0.01% 0.01% 1119 0 0.0% Q2 2026 Aug 18, 2026
Sowell Financial Services LLC History No change 2,353 279 0.01% 0.01% 1121 0 0.0% Q2 2026 Jul 17, 2026
Rossby Financial, LCC History No change 2,353 279 0.05% 0.05% 1122 0 0.0% Q2 2026 Aug 04, 2026
Sherman Asset Management, Inc. History No change 2,344 278 0.22% 0.22% 1123 0 0.0% Q2 2026 Aug 05, 2026
Calamos Advisors LLC History No change 2,326 276 0.0% 0.0% 1124 0 0.0% Q2 2026 Jul 31, 2026
Discipline Wealth Solutions, LLC History No change 2,311 274 0.02% 0.02% 1125 0 0.0% Q2 2026 Jul 21, 2026
Carroll Advisory Group, LLC History No change 2,304 274 0.09% 0.09% 1126 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History No change 2,298 273 0.01% 0.01% 1127 0 0.0% Q2 2026 Aug 11, 2026
Castleview Partners, LLC History No change 2,216 272 0.12% 0.12% 1128 0 0.0% Q3 2026 Oct 09, 2026
Golden Reserve Retirement LLC History No change 2,258 268 0.04% 0.04% 1129 0 0.0% Q2 2026 Aug 04, 2026
Strathmore Capital Advisors, Inc. History No change 2,268 267 0.07% 0.07% 1130 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 2,242 266 0.09% 0.09% 1131 0 0.0% Q2 2026 Aug 14, 2026
Plus Group Wealth Advisors LLC History No change 2,235 265 0.25% 0.25% 1132 0 0.0% Q2 2026 Jul 13, 2026
WESBANCO BANK INC History No change 2,436 264 0.01% 0.01% 1133 0 0.0% Q2 2026 Jul 28, 2026
Compass Ion Advisors, LLC History No change 2,223 264 0.02% 0.02% 1134 0 0.0% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 2,220 264 0.09% 0.09% 1135 0 0.0% Q2 2026 Jul 17, 2026
GERMAN AMERICAN BANCORP, INC. History No change 2,214 263 0.02% 0.02% 1136 0 0.0% Q2 2026 Aug 06, 2026
Xcel Wealth Management, LLC History No change 2,209 262 0.06% 0.06% 1137 0 0.0% Q2 2026 Jul 24, 2026
Trueblood Wealth Management, LLC History No change 2,207 262 0.09% 0.09% 1138 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 2,196 261 0.0% 0.0% 1139 0 0.0% Q2 2026 Jul 21, 2026
MFA Wealth Services History No change 2,195 261 0.16% 0.16% 1140 0 0.0% Q2 2026 Jul 21, 2026
Gradient Investments LLC History New 2,114 260 0.0% — 1142 +2,114 New Q3 2026 Oct 08, 2026
Gemmer Asset Management LLC History No change 2,187 260 0.02% 0.02% 1141 0 0.0% Q2 2026 Jul 15, 2026
waypoint wealth counsel History No change 2,177 259 0.16% 0.16% 1143 0 0.0% Q2 2026 Aug 04, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,183 259 0.1% 0.1% 1144 0 0.0% Q2 2026 Jul 09, 2026
ROCKLAND TRUST CO History No change 2,100 258 0.01% 0.01% 1145 0 0.0% Q3 2026 Oct 05, 2026
1900 WEALTH MANAGEMENT LLC History No change 2,168 257 0.01% 0.01% 1146 0 0.0% Q2 2026 Aug 04, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,175 256 0.06% 0.06% 1147 0 0.0% Q2 2026 Aug 06, 2026
SageGuard Financial Group, LLC History No change 2,157 256 0.04% 0.04% 1148 0 0.0% Q2 2026 Jul 27, 2026
Altiora Financial Group, LLC History No change 2,158 256 0.04% 0.04% 1149 0 0.0% Q2 2026 Aug 07, 2026
JMG Financial Group, Ltd. History No change 2,136 254 0.01% 0.01% 1150 0 0.0% Q2 2026 Jul 31, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,129 253 0.0% 0.0% 1151 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 2,132 253 0.0% 0.0% 1152 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 2,130 252 0.01% 0.01% 1153 0 0.0% Q2 2026 Jul 28, 2026
Argent Trust Co History No change 2,113 251 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 06, 2026
KLCM Advisors, Inc. History No change 2,104 250 0.02% 0.02% 1155 0 0.0% Q2 2026 Aug 06, 2026
PUREfi Wealth, LLC History No change 2,082 247 0.14% 0.14% 1156 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 2,082 247 0.11% 0.11% 1157 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 2,075 246 0.03% 0.03% 1158 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 2,062 245 0.05% 0.05% 1159 0 0.0% Q2 2026 Jul 10, 2026
Bullock Wealth Management Group History Added to 1,984 244 0.1% 0.1% 1161 +1 0.05% Q3 2026 Oct 09, 2026
Peak Retirement Planning, Inc. History No change 2,056 244 0.04% 0.04% 1160 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 2,047 243 0.01% 0.01% 1162 0 0.0% Q2 2026 Aug 07, 2026
Parisi Gray Wealth Management History No change 2,044 243 0.05% 0.05% 1163 0 0.0% Q2 2026 Jul 09, 2026
SPINNAKER TRUST History No change 2,034 242 0.01% 0.01% 1164 0 0.0% Q2 2026 Aug 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,031 241 0.01% 0.01% 1165 0 0.0% Q2 2026 Aug 06, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 2,027 241 0.16% 0.16% 1166 0 0.0% Q2 2026 Jul 28, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,024 240 0.0% 0.0% 1167 0 0.0% Q2 2026 Jul 31, 2026
SAPIENT CAPITAL LLC History No change 1,943 239 0.0% 0.0% 1168 0 0.0% Q3 2026 Oct 08, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 1,997 237 0.07% 0.07% 1169 0 0.0% Q2 2026 Aug 07, 2026
Worth Asset Management, LLC History No change 1,930 237 0.07% 0.07% 1170 0 0.0% Q3 2026 Oct 07, 2026
Sachetta, LLC History No change 1,993 237 0.12% 0.12% 1171 0 0.0% Q2 2026 Jul 15, 2026
Carolina Wealth Management Inc History No change 2,000 237 0.11% 0.11% 1172 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 1,985 236 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 1,983 235 0.01% 0.01% 1174 0 0.0% Q2 2026 Jul 29, 2026
Balboa Wealth Partners History No change 1,960 233 0.03% 0.03% 1175 0 0.0% Q2 2026 Aug 10, 2026
BAILARD, INC. History No change 1,952 232 0.0% 0.0% 1176 0 0.0% Q2 2026 Jul 30, 2026
Fisher Asset Management, LLC History No change 1,956 232 0.0% 0.0% 1177 0 0.0% Q2 2026 Aug 04, 2026
Sequent Planning LLC History No change 1,944 231 0.05% 0.05% 1178 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 1,932 230 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 04, 2026
Colonial River Investments, LLC History No change 1,935 230 0.07% 0.07% 1180 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,939 229 0.01% 0.01% 1181 0 0.0% Q2 2026 Jul 22, 2026
CPC Advisors, LLC History No change 1,921 228 0.03% 0.03% 1182 0 0.0% Q2 2026 Jul 24, 2026
LCW Services, LLC History No change 1,912 227 0.1% 0.1% 1183 0 0.0% Q2 2026 Jul 30, 2026
HHM Wealth Advisors, LLC History No change 1,905 226 0.02% 0.02% 1184 0 0.0% Q2 2026 Jul 13, 2026
CULLEN/FROST BANKERS, INC. History No change 1,885 224 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 27, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 1,890 224 0.02% 0.02% 1186 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,889 224 0.0% 0.0% 1187 0 0.0% Q2 2026 Jul 28, 2026
Calamos Wealth Management LLC History No change 1,867 222 0.01% 0.01% 1188 0 0.0% Q2 2026 Jul 31, 2026
AdviceOne Advisory Services, LLC History No change 1,872 222 0.13% 0.13% 1189 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Investment Partners, Inc. History No change 1,865 221 0.01% 0.01% 1190 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 1,865 221 0.01% 0.01% 1191 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 1,861 221 0.01% 0.01% 1192 0 0.0% Q2 2026 Jul 23, 2026
WADDELL & ASSOCIATES, LLC History No change 1,854 220 0.01% 0.01% 1193 0 0.0% Q2 2026 Jul 15, 2026
Baker Avenue Asset Management, LP History No change 1,841 219 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 28, 2026
truNorth Financial Services, Inc. History No change 1,843 219 0.2% 0.2% 1195 0 0.0% Q2 2026 Jul 30, 2026
Resolute Wealth Strategies, LLC History No change 1,834 218 0.08% 0.08% 1196 0 0.0% Q2 2026 Aug 12, 2026
PALLADIEM, LLC History No change 1,832 217 0.21% 0.21% 1197 0 0.0% Q2 2026 Aug 13, 2026
Intrepid Financial Planning Group LLC History No change 1,832 217 0.07% 0.07% 1198 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Group, LLC History No change 1,826 217 0.01% 0.01% 1199 0 0.0% Q2 2026 Jul 27, 2026
IPG Investment Advisors LLC History No change 1,818 216 0.03% 0.03% 1200 0 0.0% Q2 2026 Aug 12, 2026
Journey Advisory Group, LLC History No change 1,807 215 0.02% 0.02% 1201 0 0.0% Q2 2026 Aug 04, 2026
Retirement Planning Co of New England, Inc. History No change 1,804 214 0.08% 0.08% 1202 0 0.0% Q2 2026 Jul 30, 2026
Cambria Investment Management, L.P. History No change 1,791 213 0.01% 0.01% 1203 0 0.0% Q2 2026 Aug 14, 2026
Traynor Capital Management, Inc. History No change 1,795 213 0.01% 0.01% 1204 0 0.0% Q2 2026 Jul 22, 2026
Crewe Advisors LLC History No change 1,797 213 0.02% 0.02% 1205 0 0.0% Q2 2026 Jul 23, 2026
Garden State Investment Advisory Services LLC History No change 1,789 212 0.04% 0.04% 1206 0 0.0% Q2 2026 Aug 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,780 211 0.05% 0.05% 1207 0 0.0% Q2 2026 Sep 02, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,777 211 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 11, 2026
Hudson Portfolio Management LLC History No change 1,777 211 0.16% 0.16% 1209 0 0.0% Q2 2026 Aug 12, 2026
Ballast Financial Advisors LLC History No change 1,780 211 0.19% 0.19% 1210 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 1,772 210 0.01% 0.01% 1211 0 0.0% Q2 2026 Aug 04, 2026
HBK Sorce Advisory LLC History No change 1,717 209 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 06, 2026
Altus Wealth Group LLC History No change 1,759 209 0.08% 0.08% 1213 0 0.0% Q2 2026 Jul 17, 2026
Secure Asset Management, LLC History No change 1,741 207 0.03% 0.03% 1214 0 0.0% Q2 2026 Jul 15, 2026
Urban Wealth Management, LLC History No change 1,744 207 0.18% 0.18% 1215 0 0.0% Q2 2026 Jul 23, 2026
Blackston Financial Advisory Group, LLC History No change 1,734 206 0.12% 0.12% 1216 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 1,737 206 0.01% 0.01% 1217 0 0.0% Q2 2026 Jul 21, 2026
Selective Wealth Management, Inc. History No change 1,769 205 0.05% 0.05% 1218 0 0.0% Q2 2026 Jul 20, 2026
City State Bank History No change 1,731 205 0.05% 0.05% 1219 0 0.0% Q2 2026 Jul 14, 2026
Insight Inv LLC History No change 1,715 204 0.1% 0.1% 1220 0 0.0% Q2 2026 Jul 23, 2026
PTM WEALTH MANAGEMENT, LLC History No change 1,767 203 0.09% 0.09% 1221 0 0.0% Q2 2026 Aug 06, 2026
PAYDEN & RYGEL History No change 1,700 202 0.02% 0.02% 1222 0 0.0% Q2 2026 Jul 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,703 202 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,700 202 0.01% 0.01% 1224 0 0.0% Q2 2026 Jul 31, 2026
CASCADE INVESTMENT GROUP, INC. History No change 1,689 200 0.11% 0.11% 1225 0 0.0% Q2 2026 Jul 23, 2026
Crestwood Advisors Group, LLC History No change 1,689 200 0.0% 0.0% 1226 0 0.0% Q2 2026 Aug 03, 2026
Prosperity Consulting Group, LLC History No change 1,689 200 0.01% 0.01% 1227 0 0.0% Q2 2026 Aug 13, 2026
Lewis Asset Management, LLC History No change 1,681 200 0.07% 0.07% 1228 0 0.0% Q2 2026 Jul 21, 2026
Johnson Financial Group, Inc. History No change 1,673 199 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 1,642 195 0.0% 0.0% 1230 0 0.0% Q2 2026 Jul 31, 2026
FAS Wealth Partners, Inc. History No change 1,645 195 0.01% 0.01% 1231 0 0.0% Q2 2026 Jul 29, 2026
Mascoma Wealth Management LLC History No change 1,600 190 0.04% 0.04% 1232 0 0.0% Q2 2026 Jul 24, 2026
Marquette Asset Management, LLC History No change 1,520 187 0.02% 0.02% 1233 0 0.0% Q3 2026 Oct 09, 2026
Morling Financial Advisors, LLC History No change 1,574 187 0.05% 0.05% 1234 0 0.0% Q2 2026 Aug 06, 2026
Crews Bank & Trust History No change 1,563 185 0.02% 0.02% 1235 0 0.0% Q2 2026 Jul 16, 2026
PlanVest Financial, Inc History No change 1,545 183 0.12% 0.12% 1236 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL CONSULATE, INC History No change 1,447 172 0.02% 0.02% 1237 0 0.0% Q2 2026 Jul 23, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,435 170 0.0% 0.0% 1238 0 0.0% Q2 2026 Jul 14, 2026
Avion Wealth History No change 1,356 161 0.03% 0.03% 1239 0 0.0% Q2 2026 Jul 31, 2026
Trust Co History Added to 1,306 160 0.01% 0.01% 1240 +513 64.69% Q3 2026 Oct 09, 2026
Clearstead Advisors, LLC History No change 1,340 159 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 06, 2026
EASTERN BANK History No change 1,270 156 0.0% 0.0% 1242 0 0.0% Q3 2026 Oct 05, 2026
Canton Hathaway, LLC History No change 1,318 156 0.03% 0.03% 1243 0 0.0% Q2 2026 Aug 05, 2026
Murphy & Mullick Capital Management Corp History No change 1,299 154 0.1% 0.1% 1244 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 1,301 154 0.06% 0.06% 1245 0 0.0% Q2 2026 Aug 12, 2026
Rosenberg Matthew Hamilton History No change 1,245 153 0.03% 0.03% 1246 0 0.0% Q3 2026 Oct 05, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,196 147 0.01% 0.01% 1247 -23 -1.89% Q3 2026 Oct 09, 2026
SYM FINANCIAL Corp History No change 1,223 145 0.01% 0.01% 1248 0 0.0% Q2 2026 Aug 04, 2026
Prestige Wealth Management Group LLC History No change 1,223 145 0.03% 0.03% 1249 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 1,183 141 0.01% 0.01% 1250 0 0.0% Q2 2026 Jul 16, 2026
Provident Wealth Management, LLC History No change 1,162 138 0.04% 0.04% 1251 0 0.0% Q2 2026 Aug 04, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,123 133 0.03% 0.03% 1252 0 0.0% Q2 2026 Jul 21, 2026
Westside Investment Management, Inc. History No change 1,094 130 0.02% 0.02% 1253 0 0.0% Q2 2026 Jul 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,100 130 0.01% 0.01% 1254 0 0.0% Q2 2026 Jul 22, 2026
Cassaday & Co Wealth Management LLC History No change 1,096 130 0.0% 0.0% 1255 0 0.0% Q2 2026 Aug 10, 2026
Napier Financial, LLC History No change 1,098 130 0.03% 0.03% 1256 0 0.0% Q2 2026 Jul 31, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,044 124 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 1,040 123 0.0% 0.0% 1258 0 0.0% Q2 2026 Jul 27, 2026
Strategic Investment Advisors / MI History No change 1,038 123 0.01% 0.01% 1259 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 1,041 123 0.02% 0.02% 1260 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,029 122 0.05% 0.05% 1261 0 0.0% Q2 2026 Aug 05, 2026
Providence Capital Advisors, LLC History No change 1,010 120 0.02% 0.02% 1262 0 0.0% Q2 2026 Aug 11, 2026
Winch Advisory Services, LLC History No change 979 116 0.02% 0.02% 1263 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 980 116 0.0% 0.0% 1264 0 0.0% Q2 2026 Aug 06, 2026
Manchester Capital Management LLC History No change 970 115 0.01% 0.01% 1265 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 901 107 0.08% 0.08% 1266 0 0.0% Q2 2026 Aug 03, 2026
Coston, McIsaac & Partners History No change 885 105 0.02% 0.02% 1267 0 0.0% Q2 2026 Aug 12, 2026
Acropolis Investment Management, LLC History Reduced 852 104 0.0% 0.01% 1268 -290 -25.39% Q3 2026 Oct 08, 2026
North Star Investment Management Corp. History No change 865 102 0.01% 0.01% 1269 0 0.0% Q2 2026 Jul 28, 2026
REAP Financial Group, LLC History No change 850 101 0.02% 0.02% 1270 0 0.0% Q2 2026 Aug 04, 2026
StrongBox Wealth, LLC History No change 801 95 0.03% 0.03% 1271 0 0.0% Q2 2026 Jul 23, 2026
Hickory Point Bank & Trust History No change 770 94 0.06% 0.06% 1272 0 0.0% Q3 2026 Oct 01, 2026
HOWE & RUSLING INC History No change 750 89 0.01% 0.01% 1273 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 750 89 0.02% 0.02% 1274 0 0.0% Q2 2026 Jul 28, 2026
Fairman Group, LLC History No change 755 89 0.07% 0.07% 1275 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Advisors History No change 728 86 0.0% 0.0% 1276 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 721 85 0.05% 0.05% 1277 0 0.0% Q2 2026 Aug 17, 2026
Ancora Advisors LLC History No change 709 84 0.0% 0.0% 1278 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 700 83 0.02% 0.02% 1279 0 0.0% Q2 2026 Aug 10, 2026
STEPH & CO History No change 663 81 0.02% 0.02% 1280 0 0.0% Q3 2026 Oct 07, 2026
Investment Research & Advisory Group, Inc. History No change 658 78 0.02% 0.02% 1281 0 0.0% Q2 2026 Jul 23, 2026
Luminist Capital LLC History No change 663 78 0.09% 0.09% 1282 0 0.0% Q2 2026 Aug 07, 2026
Richard W. Paul & Associates, LLC History No change 648 77 0.02% 0.02% 1283 0 0.0% Q2 2026 Aug 10, 2026
Hughes Financial Services, LLC History No change 651 77 0.01% 0.01% 1284 0 0.0% Q2 2026 Jul 20, 2026
DecisionPoint Financial, LLC History No change 600 71 0.01% 0.01% 1285 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 602 70 0.01% 0.01% 1286 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Bancorp, Inc. History No change 580 68 0.02% 0.02% 1287 0 0.0% Q2 2026 Jul 28, 2026
CITY HOLDING CO History No change 565 67 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 10, 2026
MCF Advisors LLC History No change 552 65 0.0% 0.0% 1289 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 550 65 0.05% 0.05% 1290 0 0.0% Q2 2026 Aug 03, 2026
Meramec Financial Planners, LLC History No change 555 63 0.02% 0.02% 1291 0 0.0% Q2 2026 Jul 28, 2026
Federation des caisses Desjardins du Quebec History No change 528 62 0.0% 0.0% 1292 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 527 62 0.03% 0.03% 1293 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 524 62 0.03% 0.03% 1294 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 517 61 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 31, 2026
Spectrum Wealth Advisory Group, LLC History No change 518 61 0.02% 0.02% 1296 0 0.0% Q2 2026 Aug 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 506 60 0.02% 0.02% 1297 0 0.0% Q2 2026 Jul 08, 2026
Nova Wealth Management, Inc. History No change 499 59 0.03% 0.03% 1298 0 0.0% Q2 2026 Jul 13, 2026
Copia Wealth Management History No change 481 57 0.03% 0.03% 1299 0 0.0% Q2 2026 Aug 17, 2026
Leo H. Evart, Inc. History No change 459 54 0.04% 0.04% 1300 0 0.0% Q2 2026 Aug 17, 2026
Signature Equity Partners, LLC History No change 460 54 0.02% 0.02% 1301 0 0.0% Q2 2026 Jul 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 449 53 0.0% 0.0% 1302 0 0.0% Q2 2026 Jul 20, 2026
Global Trust Asset Management, LLC History No change 452 53 0.02% 0.02% 1303 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 450 53 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 24, 2026
VSM Wealth Advisory, LLC History No change 450 53 0.01% 0.01% 1305 0 0.0% Q2 2026 Jul 22, 2026
Family Manage LLC History No change 445 52 0.01% 0.01% 1306 0 0.0% Q2 2026 Aug 14, 2026
Security National Bank History No change 443 52 0.01% 0.01% 1307 0 0.0% Q2 2026 Jul 15, 2026
RMG Wealth Management LLC History No change 420 51 0.01% 0.01% 1308 0 0.0% Q2 2026 Aug 13, 2026
Accordant Advisory Group Inc History No change 431 51 0.03% 0.03% 1309 0 0.0% Q2 2026 Jul 27, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 415 48 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 10, 2026
BARRETT & COMPANY, INC. History No change 395 47 0.01% 0.01% 1311 0 0.0% Q2 2026 Jul 24, 2026
Integrity Financial Corp /WA History No change 384 45 0.02% 0.02% 1312 0 0.0% Q2 2026 Jul 31, 2026
Innovative Asset Advisors Group, LLC History No change 385 45 0.02% 0.02% 1313 0 0.0% Q2 2026 Aug 05, 2026
Davis Capital Management History New 350 43 0.03% — 1314 +350 New Q3 2026 Oct 08, 2026
Clark Wealth Partners History No change 349 41 0.02% 0.02% 1315 0 0.0% Q2 2026 Jul 28, 2026
SJS Investment Consulting Inc. History No change 339 40 0.0% 0.0% 1316 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Management LLC History No change 321 38 0.03% 0.03% 1317 0 0.0% Q2 2026 Aug 28, 2026
Atlantic Private Wealth, LLC History No change 312 37 0.02% 0.02% 1318 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 307 36 0.02% 0.02% 1319 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 300 35 0.0% 0.0% 1320 0 0.0% Q2 2026 Aug 03, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 300 35 0.01% 0.01% 1321 0 0.0% Q2 2026 Jul 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 297 35 0.0% 0.0% 1322 0 0.0% Q2 2026 Jul 07, 2026
BFSG, LLC History No change 300 35 0.0% 0.0% 1323 0 0.0% Q2 2026 Jul 20, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 301 35 0.02% 0.02% 1324 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 288 34 0.0% 0.0% 1325 0 0.0% Q2 2026 Jul 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 289 34 0.01% 0.01% 1326 0 0.0% Q2 2026 Aug 07, 2026
Vermillion Wealth Management, Inc. History No change 271 32 0.01% 0.01% 1327 0 0.0% Q2 2026 Jul 15, 2026
Portfolio Resources Advisor Group, Inc. History No change 273 32 0.03% 0.03% 1328 0 0.0% Q2 2026 Jul 29, 2026
Financial Life Planners History No change 271 32 0.02% 0.02% 1329 0 0.0% Q2 2026 Jul 21, 2026
SOA Wealth Advisors, LLC. History No change 266 31 0.01% 0.01% 1330 0 0.0% Q2 2026 Jul 21, 2026
Networth Advisors, LLC History No change 260 30 0.02% 0.02% 1331 0 0.0% Q2 2026 Jul 22, 2026
Downshift Financial, LLC History No change 259 30 0.01% 0.01% 1332 0 0.0% Q2 2026 Aug 12, 2026
MONETARY MANAGEMENT GROUP INC History No change 250 29 0.01% 0.01% 1333 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 247 29 0.01% 0.01% 1334 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 250 29 0.0% 0.0% 1335 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History Reduced 229 28 0.02% 0.12% 1340 -1,724 -88.27% Q3 2026 Oct 09, 2026
Hanson & Doremus Investment Management History No change 234 28 0.0% 0.0% 1336 0 0.0% Q2 2026 Jul 29, 2026
Asset Dedication, LLC History No change 238 28 0.0% 0.0% 1337 0 0.0% Q2 2026 Jul 30, 2026
CGC Financial Services, LLC History No change 240 28 0.01% 0.01% 1338 0 0.0% Q2 2026 Jul 13, 2026
Fairscale Capital, LLC History No change 238 28 0.02% 0.02% 1339 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 230 27 0.0% 0.0% 1341 0 0.0% Q2 2026 Jul 23, 2026
Oakworth Capital, Inc. History No change 225 26 0.0% 0.0% 1342 0 0.0% Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History No change 223 26 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 24, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 224 26 0.01% 0.01% 1344 0 0.0% Q2 2026 Aug 10, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 211 25 0.03% 0.03% 1345 0 0.0% Q2 2026 Aug 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 210 24 0.0% 0.0% 1346 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 193 23 0.0% 0.0% 1347 0 0.0% Q2 2026 Jul 20, 2026
Quest 10 Wealth Builders, Inc. History No change 200 23 0.02% 0.02% 1348 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 200 23 0.02% 0.02% 1349 0 0.0% Q2 2026 Aug 11, 2026
Elevated Capital Advisors, LLC History No change 191 22 0.01% 0.01% 1350 0 0.0% Q2 2026 Aug 03, 2026
BIRCHBROOK, INC. History No change 177 21 0.01% 0.01% 1351 0 0.0% Q2 2026 Jul 08, 2026
PETERSON WEALTH MANAGEMENT History No change 174 20 0.01% 0.01% 1352 0 0.0% Q2 2026 Jul 30, 2026
SITTNER & NELSON, LLC History No change 172 20 0.01% 0.01% 1353 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 174 20 0.01% 0.01% 1354 0 0.0% Q2 2026 Jul 27, 2026
Horizons Wealth Management History New 158 19 0.01% — 1357 +158 New Q3 2026 Oct 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 168 19 0.0% 0.0% 1355 0 0.0% Q2 2026 Jul 08, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 161 19 0.01% 0.01% 1356 0 0.0% Q2 2026 Jul 20, 2026
Addison Advisors LLC History No change 152 18 0.01% 0.01% 1358 0 0.0% Q2 2026 Aug 10, 2026
Main Street Group, LTD History No change 154 18 0.0% 0.0% 1359 0 0.0% Q2 2026 Jul 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 156 18 0.01% 0.01% 1360 0 0.0% Q2 2026 Jul 21, 2026
Indiana Trust & Investment Management Co History No change 147 17 0.0% 0.0% 1361 0 0.0% Q2 2026 Jul 22, 2026
Stone House Investment Management, LLC History No change 144 17 0.0% 0.0% 1362 0 0.0% Q2 2026 Aug 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 138 16 0.01% 0.01% 1363 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 136 16 0.01% 0.01% 1364 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 136 16 0.0% 0.0% 1365 0 0.0% Q2 2026 Aug 14, 2026
RHL GROUP, LLC History No change 135 16 0.01% 0.01% 1366 0 0.0% Q2 2026 Aug 03, 2026
Imprint Wealth LLC History No change 130 15 0.06% 0.06% 1367 0 0.0% Q2 2026 Aug 14, 2026
Burnham & Co LLC History No change 130 15 0.01% 0.01% 1368 0 0.0% Q2 2026 Aug 11, 2026
Pacific Center for Financial Services History No change 122 14 0.0% 0.0% 1369 0 0.0% Q2 2026 Aug 05, 2026
Princeton Global Asset Management LLC History No change 125 14 0.0% 0.0% 1370 0 0.0% Q2 2026 Jul 16, 2026
Valued Wealth Advisors LLC History No change 125 14 0.01% 0.01% 1371 0 0.0% Q2 2026 Jul 20, 2026
Wilkerson Advisory Group LLC History No change 121 14 0.0% 0.0% 1372 0 0.0% Q2 2026 Jul 21, 2026
Morse Asset Management, Inc History No change 117 13 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History No change 105 12 0.0% 0.0% 1374 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 101 12 0.0% 0.0% 1375 0 0.0% Q2 2026 Jul 24, 2026
BAYBAN History No change 93 11 0.01% 0.01% 1376 0 0.0% Q2 2026 Jul 30, 2026
NBT BANK, N.A. History No change 92 10 0.0% 0.0% 1377 0 0.0% Q2 2026 Jul 29, 2026
BOK Financial Private Wealth, Inc. History No change 91 10 0.0% 0.0% 1378 0 0.0% Q2 2026 Aug 07, 2026
Central Pacific Bank - Trust Division History No change 86 10 0.0% 0.0% 1379 0 0.0% Q3 2026 Oct 05, 2026
Breakwater Investment Management History No change 88 10 0.0% 0.0% 1380 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 76 9 0.0% 0.0% 1381 0 0.0% Q2 2026 Jul 09, 2026
IMG Wealth Management, Inc. History No change 72 8 0.0% 0.0% 1382 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Management PBC History No change 72 8 0.0% 0.0% 1383 0 0.0% Q3 2026 Oct 01, 2026
TD Capital Management LLC History No change 60 7 0.0% 0.0% 1384 0 0.0% Q2 2026 Aug 06, 2026
Game Plan Financial Advisors, LLC History No change 15 7 0.0% 0.0% 1385 0 0.0% Q2 2026 Aug 07, 2026
EPG Wealth Management LLC History No change 60 7 0.0% 0.0% 1386 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 61 7 0.0% 0.0% 1387 0 0.0% Q2 2026 Aug 03, 2026
Lodestone Wealth Management LLC History No change 62 7 0.0% 0.0% 1388 0 0.0% Q2 2026 Jul 23, 2026
Vision Retirement, LLC History No change 63 7 0.0% 0.0% 1389 0 0.0% Q2 2026 Jul 21, 2026
Roble, Belko & Company, Inc History No change 53 6 0.0% 0.0% 1390 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History No change 49 6 0.0% 0.0% 1391 0 0.0% Q3 2026 Oct 01, 2026
Rice Partnership, LLC History No change 55 6 0.0% 0.0% 1392 0 0.0% Q2 2026 Jul 29, 2026
Center for Financial Planning, Inc. History No change 51 6 0.0% 0.0% 1393 0 0.0% Q2 2026 Jul 21, 2026
Beaird Harris Wealth Management, LLC History No change 51 6 0.0% 0.0% 1394 0 0.0% Q2 2026 Jul 08, 2026
CDKV HOLDINGS LLC History No change 54 6 0.0% 0.0% 1395 0 0.0% Q2 2026 Jul 30, 2026
FIRST COMMUNITY TRUST NA History No change 43 5 0.0% 0.0% 1396 0 0.0% Q3 2026 Oct 07, 2026
Richardson Capital Management LLC History No change 43 5 0.0% 0.0% 1397 0 0.0% Q2 2026 Jul 17, 2026
Bullseye Investment Management, LLC History No change 48 5 0.0% 0.0% 1398 0 0.0% Q2 2026 Sep 11, 2026
Dorato Capital Management History No change 41 5 0.0% 0.0% 1399 0 0.0% Q3 2026 Oct 08, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 40 4 0.0% 0.0% 1400 0 0.0% Q2 2026 Aug 14, 2026
First Pacific Financial History No change 34 4 0.0% 0.0% 1401 0 0.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 37 4 0.0% 0.0% 1402 0 0.0% Q2 2026 Aug 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 29 3 0.0% 0.0% 1403 0 0.0% Q2 2026 Jul 14, 2026
Spurstone Advisory Services, LLC History No change 31 3 0.04% 0.04% 1404 0 0.0% Q2 2026 Aug 10, 2026
Hamrick Investment Counsel, llc History No change 30 3 0.0% 0.0% 1405 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 24 2 0.0% 0.0% 1406 0 0.0% Q3 2026 Oct 08, 2026
Kingdom Financial Group LLC. History No change 22 2 0.0% 0.0% 1407 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 22 2 0.0% 0.0% 1408 0 0.0% Q2 2026 Aug 05, 2026
Atomic Invest LLC History No change 23 2 0.0% 0.0% 1409 0 0.0% Q2 2026 Sep 25, 2026
ALBION FINANCIAL GROUP /UT History No change 9 1 0.0% 0.0% 1410 0 0.0% Q2 2026 Jul 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 12 1 0.0% 0.0% 1411 0 0.0% Q2 2026 Aug 13, 2026
West Branch Capital LLC History No change 10 1 0.0% 0.0% 1412 0 0.0% Q2 2026 Jul 10, 2026
DB Fitzpatrick & Co, Inc History No change 11 1 0.0% 0.0% 1413 0 0.0% Q2 2026 Jul 16, 2026
Operose Advisors LLC History No change 9 1 0.0% 0.0% 1414 0 0.0% Q2 2026 Aug 13, 2026
Byrne Asset Management LLC History No change 9 1 0.0% 0.0% 1415 0 0.0% Q3 2026 Oct 06, 2026
Rakuten Securities, Inc. History No change 14 1 0.0% 0.0% 1416 0 0.0% Q2 2026 Aug 11, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 15 1 0.0% 0.0% 1417 0 0.0% Q2 2026 Jul 24, 2026
High Point Wealth Management, LLC History No change 14 1 0.0% 0.0% 1418 0 0.0% Q2 2026 Jul 20, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Closed out 0 0 — 0.03% — -1,887 -100.0% Q3 2026 Oct 08, 2026
ALERUS FINANCIAL NA History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History No change 7 0 — — — 0 0.0% Q3 2026 Oct 02, 2026