SPDR SERIES TRUST - SPYM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JONES FINANCIAL COMPANIES LLLP History No change 169,823,143 14,564,046 5.83% 5.83% 1 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 97,881,145 8,601,795 14.55% 14.55% 2 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 67,717,904 5,903,647 0.33% 0.33% 3 0 0.0% Q2 2026 Aug 12, 2026
USS Investment Management Ltd History No change 66,398,232 5,832,752 20.95% 20.95% 4 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 63,355,614 5,567,691 1.25% 1.25% 5 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 54,715,109 4,808,363 0.31% 0.31% 6 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 46,869,324 4,118,876 3.25% 3.25% 7 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 46,223,571 4,062,127 3.3% 3.3% 8 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History No change 35,366,422 3,108,001 1.82% 1.82% 9 0 0.0% Q2 2026 Aug 13, 2026
Kedalion Capital Management LLP History No change 35,130,000 3,087,224 73.34% 73.34% 10 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 22,699,990 1,994,876 0.47% 0.47% 11 0 0.0% Q2 2026 Sep 23, 2026
Walleye Capital LLC History No change 20,509,091 1,802,338 6.44% 6.44% 12 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 20,075,136 1,764,202 0.15% 0.15% 13 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 18,891,230 1,660,161 0.09% 0.09% 14 0 0.0% Q2 2026 Aug 13, 2026
OSSIAM History No change 11,761,208 1,033,574 13.71% 13.71% 15 0 0.0% Q2 2026 Aug 13, 2026
MKP Capital Management, L.L.C. History No change 11,650,400 1,023,837 27.69% 27.69% 16 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 10,604,422 931,916 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 10,309,495 905,998 7.65% 7.65% 18 0 0.0% Q2 2026 Aug 06, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 9,989,832 877,906 3.71% 3.71% 19 0 0.0% Q2 2026 Aug 14, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 9,536,000 838,023 5.48% 5.48% 20 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 9,061,484 796,323 0.13% 0.13% 21 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 8,500,333 747,011 0.11% 0.11% 22 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 7,781,306 683,887 0.8% 0.8% 23 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 7,587,760 666,812 3.63% 3.63% 24 0 0.0% Q2 2026 Aug 11, 2026
GREENLEAF TRUST History No change 7,005,466 615,640 5.93% 5.93% 25 0 0.0% Q2 2026 Jul 21, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 6,809,998 598,462 2.74% 2.74% 26 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 6,137,684 539,233 0.11% 0.11% 27 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,135,519 539,189 0.15% 0.15% 28 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 6,044,624 531,201 29.58% 29.58% 29 0 0.0% Q2 2026 Aug 04, 2026
TIG Advisors, LLC History No change 5,976,701 525,551 23.28% 23.28% 30 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 5,956,478 523,455 2.4% 2.4% 31 0 0.0% Q2 2026 Jul 27, 2026
Main Management Fund Advisors LLC History No change 5,915,320 519,838 36.76% 36.76% 32 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,860,444 515,015 0.28% 0.28% 33 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 5,799,266 509,639 2.81% 2.81% 34 0 0.0% Q2 2026 Aug 11, 2026
Advocacy Wealth Management, LLC History No change 5,775,658 507,564 18.44% 18.44% 35 0 0.0% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History No change 5,606,004 492,655 0.16% 0.16% 36 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,508,862 484,118 8.9% 8.9% 37 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 5,223,457 459,028 0.42% 0.42% 38 0 0.0% Q2 2026 Aug 12, 2026
Advance Capital Management, Inc. History No change 5,164,150 453,825 14.67% 14.67% 39 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 5,090,408 447,345 5.25% 5.25% 40 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 5,084,065 446,787 3.06% 3.06% 41 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 5,001,980 441,822 14.05% 14.05% 42 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 5,010,116 440,289 0.78% 0.78% 43 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 4,934,249 433,621 2.58% 2.58% 44 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS ADVISORS, LLC History No change 4,840,464 425,380 0.48% 0.48% 45 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 4,753,004 417,694 0.4% 0.4% 46 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS History No change 4,671,792 409,903 1.65% 1.65% 47 0 0.0% Q2 2026 Aug 13, 2026
NorthRock Partners, LLC History No change 4,629,596 406,848 5.9% 5.9% 48 0 0.0% Q2 2026 Aug 11, 2026
Gradient Investments LLC History No change 4,474,804 393,245 5.43% 5.43% 49 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Advisors, LLC History No change 4,406,554 387,247 1.15% 1.15% 50 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 4,391,034 385,884 7.32% 7.32% 51 0 0.0% Q2 2026 Jul 09, 2026
Tidal Investments LLC History No change 4,389,368 385,737 0.67% 0.67% 52 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 4,003,540 351,831 8.11% 8.11% 53 0 0.0% Q2 2026 Aug 05, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 3,886,760 341,568 2.56% 2.56% 54 0 0.0% Q2 2026 Aug 05, 2026
STATE STREET CORP History No change 3,842,593 337,687 0.01% 0.01% 55 0 0.0% Q2 2026 Sep 22, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,699,693 325,129 0.75% 0.75% 56 0 0.0% Q2 2026 Jul 27, 2026
Norinchukin Bank, The History No change 3,511,270 308,570 3.0% 3.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 3,492,375 306,909 0.37% 0.37% 58 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 3,461,511 304,197 0.45% 0.45% 59 0 0.0% Q2 2026 Jul 22, 2026
Hills Bank & Trust Co History No change 3,411,823 299,831 12.76% 12.76% 60 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 3,163,324 277,992 0.48% 0.48% 61 0 0.0% Q2 2026 Jul 30, 2026
SCS Capital Management LLC History No change 3,146,097 276,479 2.61% 2.61% 62 0 0.0% Q2 2026 Aug 06, 2026
Stadion Money Management, LLC History No change 3,116,022 273,836 23.61% 23.61% 63 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 3,068,715 269,678 0.55% 0.55% 64 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 3,027,799 266,083 1.24% 1.24% 65 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 3,010,487 264,561 6.95% 6.95% 66 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,850,502 250,502 12.37% 12.37% 67 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 2,632,322 231,328 3.54% 3.54% 68 0 0.0% Q2 2026 Aug 06, 2026
BlueCrest Capital Management Ltd History No change 2,622,607 230,474 7.59% 7.59% 69 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,621,733 230,397 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 13, 2026
Klaas Financial Asset Advisors, LLC History No change 2,560,881 225,050 28.04% 28.04% 71 0 0.0% Q2 2026 Jul 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,618,622 222,059 0.37% 0.37% 72 0 0.0% Q2 2026 Jul 15, 2026
Ascent Group, LLC History No change 2,484,549 218,342 6.53% 6.53% 73 0 0.0% Q2 2026 Aug 03, 2026
Peterson Wealth Advisors, LLC History No change 2,458,693 216,069 25.54% 25.54% 74 0 0.0% Q2 2026 Aug 10, 2026
SPINNAKER TRUST History No change 2,312,710 203,240 9.87% 9.87% 75 0 0.0% Q2 2026 Aug 03, 2026
VICUS CAPITAL History No change 2,297,092 201,868 13.03% 13.03% 76 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 2,258,636 198,488 2.36% 2.36% 77 0 0.0% Q2 2026 Aug 13, 2026
Ocean Park Asset Management, LLC History No change 1,989,605 174,846 8.42% 8.42% 78 0 0.0% Q2 2026 Jul 09, 2026
RiverFront Investment Group, LLC History No change 1,912,966 168,111 2.22% 2.22% 79 0 0.0% Q2 2026 Jul 29, 2026
AlphaStar Capital Management, LLC History No change 1,854,270 162,953 10.36% 10.36% 80 0 0.0% Q2 2026 Jul 30, 2026
Mariner, LLC History No change 1,853,216 162,855 0.17% 0.17% 81 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 1,833,570 161,134 7.91% 7.91% 82 0 0.0% Q2 2026 Aug 07, 2026
Tennessee Valley Asset Management Partners History No change 1,826,177 160,484 17.7% 17.7% 83 0 0.0% Q2 2026 Aug 10, 2026
Sand Hill Global Advisors, LLC History No change 1,812,084 159,245 4.79% 4.79% 84 0 0.0% Q2 2026 Aug 11, 2026
KWB Wealth History No change 1,720,975 151,239 12.94% 12.94% 85 0 0.0% Q2 2026 Jul 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,659,104 145,802 2.3% 2.3% 86 0 0.0% Q2 2026 Aug 10, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,849,918 141,592 24.38% 24.38% 87 0 0.0% Q2 2026 Aug 03, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 1,589,216 139,660 3.97% 3.97% 88 0 0.0% Q2 2026 Jul 20, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 1,565,618 137,586 3.46% 3.46% 89 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 1,540,805 135,405 0.89% 0.89% 90 0 0.0% Q2 2026 Sep 08, 2026
CFS Investment Advisory Services, LLC History No change 1,490,244 130,649 8.71% 8.71% 91 0 0.0% Q2 2026 Jul 16, 2026
3EDGE Asset Management, LP History No change 1,477,485 129,841 5.79% 5.79% 92 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,467,006 128,920 0.16% 0.16% 93 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 1,465,039 128,747 1.3% 1.3% 94 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 1,398,369 122,888 4.75% 4.75% 95 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 1,378,359 121,130 6.12% 6.12% 96 0 0.0% Q2 2026 Aug 04, 2026
Revere Asset Management, Inc History No change 1,364,681 119,928 46.02% 46.02% 97 0 0.0% Q2 2026 Sep 14, 2026
Kestra Advisory Services, LLC History No change 1,319,914 115,994 0.37% 0.37% 98 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,305,650 114,740 3.59% 3.59% 99 0 0.0% Q2 2026 Jul 31, 2026
LVW Advisors, LLC History No change 1,241,597 109,111 9.43% 9.43% 100 0 0.0% Q2 2026 Jul 15, 2026
Vertex Planning Partners, LLC History No change 1,234,572 108,494 16.11% 16.11% 101 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,203,104 105,725 0.18% 0.18% 102 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 1,203,055 105,724 3.8% 3.8% 103 0 0.0% Q2 2026 Jul 21, 2026
Crews Bank & Trust History No change 1,185,830 104,210 13.6% 13.6% 104 0 0.0% Q2 2026 Jul 16, 2026
Brown Financial Advisory History No change 1,151,975 101,235 42.28% 42.28% 105 0 0.0% Q2 2026 Jul 28, 2026
Empower Advisory Group, LLC History No change 1,151,797 101,219 0.24% 0.24% 106 0 0.0% Q2 2026 Aug 12, 2026
One Day In July LLC History No change 1,148,157 100,900 7.01% 7.01% 107 0 0.0% Q2 2026 Aug 03, 2026
PARK AVENUE SECURITIES LLC History No change 1,138,392 100,042 0.62% 0.62% 108 0 0.0% Q2 2026 Jul 20, 2026
Marks Group Wealth Management, Inc History No change 1,119,123 98,348 8.57% 8.57% 109 0 0.0% Q2 2026 Jul 27, 2026
Detalus Advisors, LLC History No change 1,118,353 98,280 19.15% 19.15% 110 0 0.0% Q2 2026 Jul 27, 2026
Sterling Group Wealth Management, LLC History No change 1,093,329 96,081 39.42% 39.42% 111 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 1,069,899 94,022 11.23% 11.23% 112 0 0.0% Q2 2026 Jul 20, 2026
WCG Wealth Advisors LLC History No change 1,069,193 93,960 2.23% 2.23% 113 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,041,206 91,501 0.11% 0.11% 114 0 0.0% Q2 2026 Aug 19, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,025,300 90,103 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 1,172,238 89,838 1.49% 1.49% 116 0 0.0% Q2 2026 Aug 13, 2026
Penserra Capital Management LLC History No change 1,021,646 89,781 0.69% 0.69% 117 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Financial Services LLC History No change 1,014,191 89,127 4.26% 4.26% 118 0 0.0% Q2 2026 Aug 11, 2026
West Wealth Group, LLC History No change 1,006,588 88,458 14.47% 14.47% 119 0 0.0% Q2 2026 Aug 06, 2026
Security Financial Services, INC. History No change 995,716 87,503 12.14% 12.14% 120 0 0.0% Q2 2026 Jul 15, 2026
Bank of New York Mellon Corp History No change 994,749 87,418 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 06, 2026
Leading Edge Financial Planning LLC History No change 986,037 86,652 15.43% 15.43% 122 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History No change 973,176 85,522 2.37% 2.37% 123 0 0.0% Q2 2026 Jul 24, 2026
CreativeOne Wealth, LLC History No change 971,513 85,376 1.84% 1.84% 124 0 0.0% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History No change 965,257 84,826 4.08% 4.08% 125 0 0.0% Q2 2026 Jul 15, 2026
Intrua Financial, LLC History No change 961,927 84,534 7.75% 7.75% 126 0 0.0% Q2 2026 Jul 24, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 940,424 82,644 19.42% 19.42% 127 0 0.0% Q2 2026 Jul 16, 2026
One Wealth Advisors, LLC History No change 926,489 81,419 8.99% 8.99% 128 0 0.0% Q2 2026 Aug 06, 2026
Solitude Financial Services History No change 918,816 80,745 22.35% 22.35% 129 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 905,742 79,596 0.48% 0.48% 130 0 0.0% Q2 2026 Aug 17, 2026
Allen Capital Group, LLC History No change 903,307 79,382 6.46% 6.46% 131 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 892,772 78,456 0.36% 0.36% 132 0 0.0% Q2 2026 Aug 13, 2026
Standpoint Asset Management, LLC History No change 884,900 77,765 16.3% 16.3% 133 0 0.0% Q2 2026 Jul 23, 2026
N.E.W. Advisory Services LLC History No change 876,954 77,066 5.15% 5.15% 134 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 871,296 76,569 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 868,783 76,271 10.03% 10.03% 136 0 0.0% Q2 2026 Jul 22, 2026
TAIYO LIFE INSURANCE CO History No change 855,500 75,181 6.87% 6.87% 137 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 854,513 75,094 2.13% 2.13% 138 0 0.0% Q2 2026 Jul 07, 2026
Waterloo Capital, L.P. History No change 851,658 74,843 4.21% 4.21% 139 0 0.0% Q2 2026 Jul 29, 2026
EARNED WEALTH ADVISORS, LLC History No change 842,270 74,018 4.77% 4.77% 140 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 838,885 73,721 0.89% 0.89% 141 0 0.0% Q2 2026 Aug 04, 2026
IAG Wealth Partners, LLC History No change 838,486 73,686 7.29% 7.29% 142 0 0.0% Q2 2026 Aug 06, 2026
HighPoint Advisor Group LLC History No change 835,991 73,466 2.59% 2.59% 143 0 0.0% Q2 2026 Aug 05, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 830,210 72,958 20.89% 20.89% 144 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 829,318 72,880 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 810,572 71,233 0.81% 0.81% 146 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 798,870 70,204 4.16% 4.16% 147 0 0.0% Q2 2026 Jul 29, 2026
Procyon Advisors, LLC History No change 792,778 69,669 3.01% 3.01% 148 0 0.0% Q2 2026 Jul 09, 2026
Private Wealth Group, LLC History No change 790,173 69,440 26.82% 26.82% 149 0 0.0% Q2 2026 Jul 08, 2026
Auour Investments LLC History No change 785,574 69,036 19.8% 19.8% 150 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 785,230 69,005 0.93% 0.93% 151 0 0.0% Q2 2026 Aug 12, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 784,975 68,983 18.45% 18.45% 152 0 0.0% Q2 2026 Jul 16, 2026
ODonnell Financial Services, LLC History No change 783,367 68,842 20.26% 20.26% 153 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 783,133 68,821 0.11% 0.11% 154 0 0.0% Q2 2026 Aug 05, 2026
Eagle Strategies LLC History No change 766,163 67,330 6.69% 6.69% 155 0 0.0% Q2 2026 Jul 21, 2026
Western Wealth Management, LLC History No change 744,025 65,384 2.14% 2.14% 156 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 740,912 65,111 4.37% 4.37% 157 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 737,949 64,850 3.91% 3.91% 158 0 0.0% Q2 2026 Jul 31, 2026
New Perspectives, Inc History No change 733,557 64,464 19.78% 19.78% 159 0 0.0% Q2 2026 Jul 22, 2026
IHT Wealth Management, LLC History No change 727,035 63,891 1.36% 1.36% 160 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 715,906 62,913 14.98% 14.98% 161 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 708,888 62,297 1.47% 1.47% 162 0 0.0% Q2 2026 Aug 13, 2026
Tull Financial Group, Inc. History No change 706,854 62,118 24.31% 24.31% 163 0 0.0% Q2 2026 Aug 05, 2026
Stonebrook Private Inc. History No change 703,245 61,801 11.28% 11.28% 164 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 697,278 61,276 0.81% 0.81% 165 0 0.0% Q2 2026 Jul 17, 2026
First Heartland Consultants, Inc. History No change 683,011 60,022 3.88% 3.88% 166 0 0.0% Q2 2026 Jul 08, 2026
Rockbridge Investment Management, LCC History No change 681,500 59,890 4.86% 4.86% 167 0 0.0% Q2 2026 Aug 14, 2026
Petix & Botte Co History No change 679,582 59,721 12.02% 12.02% 168 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 676,322 59,435 1.21% 1.21% 169 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 673,476 59,185 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 668,521 58,749 3.59% 3.59% 171 0 0.0% Q2 2026 Aug 11, 2026
Stone House Investment Management, LLC History No change 667,459 58,656 7.8% 7.8% 172 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Wealth Management, LLC History No change 664,572 58,402 2.51% 2.51% 173 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Wealth History No change 652,358 57,329 0.06% 0.06% 174 0 0.0% Q2 2026 Aug 12, 2026
CCG WEALTH MANAGEMENT, LLC History No change 647,752 56,924 13.2% 13.2% 175 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 641,627 56,386 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 14, 2026
Macco Financial Group, Inc. History No change 633,400 55,663 36.16% 36.16% 177 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 632,889 55,618 1.0% 1.0% 178 0 0.0% Q2 2026 Jul 20, 2026
Badgley Phelps Wealth Managers, LLC History No change 623,005 54,749 0.96% 0.96% 179 0 0.0% Q2 2026 Jul 31, 2026
Financial Enhancement Group LLC History No change 622,276 54,685 6.52% 6.52% 180 0 0.0% Q2 2026 Jul 07, 2026
Savant Capital, LLC History No change 661,768 54,613 0.16% 0.16% 181 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 615,421 54,085 0.15% 0.15% 182 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA History No change 614,520 54,004 0.08% 0.08% 183 0 0.0% Q2 2026 Aug 12, 2026
KICKSTAND VENTURES, LLC. History No change 611,308 53,721 9.76% 9.76% 184 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History No change 607,263 53,366 0.42% 0.42% 185 0 0.0% Q2 2026 Jul 17, 2026
Investment Planning Advisors, Inc. History No change 604,935 53,161 12.31% 12.31% 186 0 0.0% Q2 2026 Jul 23, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 599,273 52,664 13.73% 13.73% 187 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 598,678 52,611 2.01% 2.01% 188 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 598,167 52,567 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 12, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 597,120 52,474 2.06% 2.06% 190 0 0.0% Q2 2026 Aug 18, 2026
Gladstone Institutional Advisory LLC History No change 594,395 52,235 1.65% 1.65% 191 0 0.0% Q2 2026 Jul 27, 2026
Quantum Financial Planning Services, Inc. History No change 584,920 51,402 15.94% 15.94% 192 0 0.0% Q2 2026 Jul 15, 2026
Bricktown Capital, LLC History No change 583,322 51,262 9.26% 9.26% 193 0 0.0% Q2 2026 Jul 15, 2026
Asset Allocation Strategies LLC History No change 577,339 50,736 7.82% 7.82% 194 0 0.0% Q2 2026 Aug 17, 2026
Brookstone Capital Management History No change 577,102 50,715 0.51% 0.51% 195 0 0.0% Q2 2026 Jul 15, 2026
TSA Wealth Managment LLC History No change 573,623 50,409 14.26% 14.26% 196 0 0.0% Q2 2026 Aug 03, 2026
Walkner Condon Financial Advisors LLC History No change 559,275 49,149 5.64% 5.64% 197 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 554,948 48,768 0.01% 0.01% 198 0 0.0% Q2 2026 Sep 02, 2026
Compass Ion Advisors, LLC History No change 549,670 48,304 4.16% 4.16% 199 0 0.0% Q2 2026 Aug 12, 2026
PSI Advisors, LLC History No change 548,077 48,164 11.19% 11.19% 200 0 0.0% Q2 2026 Aug 03, 2026
Better Way Financial, LLC History No change 545,492 47,937 40.55% 40.55% 201 0 0.0% Q2 2026 Jul 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 543,471 47,760 1.35% 1.35% 202 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 543,456 47,758 0.41% 0.41% 203 0 0.0% Q2 2026 Jul 27, 2026
Wealth Management Nebraska History No change 542,815 47,702 4.26% 4.26% 204 0 0.0% Q2 2026 Jul 27, 2026
Financial Insights, Inc. History No change 542,614 47,684 12.55% 12.55% 205 0 0.0% Q2 2026 Aug 25, 2026
Louisiana State Employees Retirement System History No change 540,000 47,455 0.7% 0.7% 206 0 0.0% Q2 2026 Jul 21, 2026
RETIREMITTEN FINANCIAL LLC History No change 538,570 47,329 19.96% 19.96% 207 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 550,574 47,272 0.06% 0.06% 208 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Partners, Ltd. History No change 536,722 47,167 17.79% 17.79% 209 0 0.0% Q2 2026 Aug 03, 2026
Cypress Wealth Services, LLC History No change 535,606 47,069 5.78% 5.78% 210 0 0.0% Q2 2026 Jul 10, 2026
Highland Financial Advisors, LLC History No change 528,512 46,445 10.22% 10.22% 211 0 0.0% Q2 2026 Jul 09, 2026
Clear Creek Financial Management, LLC History No change 527,660 46,370 2.98% 2.98% 212 0 0.0% Q2 2026 Jul 27, 2026
SFG Wealth Management, LLC. History No change 526,644 46,281 16.64% 16.64% 213 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 526,150 46,238 0.23% 0.23% 214 0 0.0% Q2 2026 Jul 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 525,107 46,146 6.56% 6.56% 215 0 0.0% Q2 2026 Jul 20, 2026
Scarborough Advisors, LLC History No change 520,803 45,341 5.21% 5.21% 216 0 0.0% Q2 2026 Jul 21, 2026
Broadway Wealth Solutions, Inc. History No change 515,783 45,327 21.17% 21.17% 217 0 0.0% Q2 2026 Jul 13, 2026
Waverly Advisors, LLC History No change 513,535 45,129 0.26% 0.26% 218 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 509,443 44,769 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 04, 2026
Crown Wealth Group, LLC History No change 494,535 43,459 11.06% 11.06% 220 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 486,464 42,749 4.34% 4.34% 221 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Services Inc History No change 485,904 42,701 15.96% 15.96% 222 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Retirement, LLC History No change 485,208 42,640 2.34% 2.34% 223 0 0.0% Q2 2026 Aug 12, 2026
Verde Capital Management History No change 481,395 42,305 7.82% 7.82% 224 0 0.0% Q2 2026 Aug 11, 2026
Ridgeline Wealth Planning, LLC History No change 478,689 42,067 26.66% 26.66% 225 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 476,898 41,909 0.69% 0.69% 226 0 0.0% Q2 2026 Jul 31, 2026
Mayflower Financial Advisors, LLC History No change 476,835 41,904 3.62% 3.62% 227 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 464,592 40,828 2.76% 2.76% 228 0 0.0% Q2 2026 Jul 20, 2026
PFG Advisors History No change 464,460 40,816 2.06% 2.06% 229 0 0.0% Q2 2026 Jul 16, 2026
Simplicity Wealth,LLC History No change 461,034 40,515 1.37% 1.37% 230 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 455,449 40,024 1.4% 1.4% 231 0 0.0% Q2 2026 Aug 13, 2026
Montz Harcus Wealth Management LLC History No change 454,084 39,904 14.2% 14.2% 232 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History No change 447,152 39,296 1.61% 1.61% 233 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 437,312 38,431 2.04% 2.04% 234 0 0.0% Q2 2026 Jul 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 433,296 38,078 2.06% 2.06% 235 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 432,820 38,036 0.23% 0.23% 236 0 0.0% Q2 2026 Jul 20, 2026
Carnegie Investment Counsel History No change 430,630 37,843 0.76% 0.76% 237 0 0.0% Q2 2026 Jul 30, 2026
Kelman-Lazarov, Inc. History No change 430,413 37,824 4.96% 4.96% 238 0 0.0% Q2 2026 Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 427,208 37,543 0.7% 0.7% 239 0 0.0% Q2 2026 Jul 15, 2026
Henderson Brothers Financial Partners, LLC History No change 425,852 37,423 17.72% 17.72% 240 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 422,561 37,134 0.27% 0.27% 241 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 418,841 36,807 0.14% 0.14% 242 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 416,925 36,640 2.43% 2.43% 243 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 416,733 36,622 7.25% 7.25% 244 0 0.0% Q2 2026 Aug 10, 2026
Gateway Wealth Partners, LLC History No change 415,184 36,486 2.19% 2.19% 245 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 413,622 36,349 0.28% 0.28% 246 0 0.0% Q2 2026 Aug 14, 2026
Bauman Advisory Group, LLC History No change 413,608 36,347 19.24% 19.24% 247 0 0.0% Q2 2026 Aug 04, 2026
Forefront Wealth Partners, LLC History No change 409,741 36,008 11.16% 11.16% 248 0 0.0% Q2 2026 Aug 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 406,839 35,753 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 12, 2026
Arvest Bank Trust Division History No change 400,899 35,231 1.72% 1.72% 250 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Management, Inc. History No change 396,940 34,883 10.69% 10.69% 251 0 0.0% Q2 2026 Jul 15, 2026
NBZ Investment Advisors LLC History No change 394,763 34,691 13.53% 13.53% 252 0 0.0% Q2 2026 Aug 13, 2026
Beacon Capital Management, LLC History No change 394,381 34,658 5.08% 5.08% 253 0 0.0% Q2 2026 Jul 29, 2026
Arete Wealth Advisors, LLC History No change 391,035 34,364 2.27% 2.27% 254 0 0.0% Q2 2026 Aug 12, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 390,890 34,351 6.48% 6.48% 255 0 0.0% Q2 2026 Jul 09, 2026
Northstar Advisory Group, LLC History No change 389,347 34,215 10.61% 10.61% 256 0 0.0% Q2 2026 Jul 14, 2026
TRUIST FINANCIAL CORP History No change 384,568 33,795 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 28, 2026
THRYVE WEALTH MANAGEMENT LLC History No change 379,473 33,348 18.64% 18.64% 258 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 378,953 33,302 2.26% 2.26% 259 0 0.0% Q2 2026 Jul 21, 2026
HUB Investment Partners, LLC History No change 374,977 32,952 0.59% 0.59% 260 0 0.0% Q2 2026 Jul 31, 2026
TABLEAUX LLC History No change 374,730 32,931 13.86% 13.86% 261 0 0.0% Q2 2026 Aug 07, 2026
Quadrant Private Wealth Management, LLC History No change 370,036 32,518 7.28% 7.28% 262 0 0.0% Q2 2026 Jul 30, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 367,274 32,276 3.0% 3.0% 263 0 0.0% Q2 2026 Jul 09, 2026
Gen-Wealth Partners Inc History No change 359,939 31,631 8.79% 8.79% 264 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 358,629 31,516 0.66% 0.66% 265 0 0.0% Q2 2026 Jul 29, 2026
Archford Capital Strategies, LLC History No change 358,112 31,470 3.19% 3.19% 266 0 0.0% Q2 2026 Jul 17, 2026
Hobbs Wealth Management, LLC History No change 353,834 31,094 26.28% 26.28% 267 0 0.0% Q2 2026 Aug 06, 2026
NOTTINGHAM ADVISORS, INC. History No change 293,740 31,048 3.71% 3.71% 268 0 0.0% Q2 2026 Jul 27, 2026
VestGen Advisors, LLC History No change 351,060 30,851 0.9% 0.9% 269 0 0.0% Q2 2026 Aug 11, 2026
Wealth Advisors of Iowa, LLC History No change 350,771 30,825 8.35% 8.35% 270 0 0.0% Q2 2026 Jul 30, 2026
Spectrum Advisors, Inc. History No change 349,239 30,691 21.71% 21.71% 271 0 0.0% Q2 2026 Oct 07, 2026
Global View Capital Management LLC History No change 346,778 30,474 6.29% 6.29% 272 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 397,662 30,437 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 345,568 30,356 1.22% 1.22% 274 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN CENTURY COMPANIES INC History No change 344,100 30,239 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 340,546 29,927 1.17% 1.17% 276 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 339,955 29,875 0.7% 0.7% 277 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 338,179 29,719 1.69% 1.69% 278 0 0.0% Q2 2026 Jul 15, 2026
Leslie Global Wealth, LLC History No change 336,229 29,547 11.51% 11.51% 279 0 0.0% Q2 2026 Jul 21, 2026
Neuberger Berman Group LLC History No change 334,872 29,428 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 583,394 29,389 2.43% 2.43% 281 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 333,604 29,317 0.64% 0.64% 282 0 0.0% Q2 2026 Jul 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 332,122 29,186 13.96% 13.96% 283 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 330,047 29,005 0.06% 0.06% 284 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 328,764 28,891 0.04% 0.04% 285 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisory Solutions, LLC History No change 328,030 28,827 5.92% 5.92% 286 0 0.0% Q2 2026 Jul 24, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 327,357 28,768 2.96% 2.96% 287 0 0.0% Q2 2026 Jul 27, 2026
M1 Capital Management LLC History No change 324,511 28,518 10.53% 10.53% 288 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 323,804 28,455 0.43% 0.43% 289 0 0.0% Q2 2026 Aug 10, 2026
NOVEM GROUP History No change 321,777 28,277 2.86% 2.86% 290 0 0.0% Q2 2026 Jul 21, 2026
Segment Wealth Management, LLC History No change 321,618 28,263 1.47% 1.47% 291 0 0.0% Q2 2026 Jul 16, 2026
CBM Financial, LLC History No change 321,768 28,148 16.75% 16.75% 292 0 0.0% Q2 2026 Aug 10, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 319,169 28,048 3.67% 3.67% 293 0 0.0% Q2 2026 Aug 11, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 348,576 27,962 3.93% 3.93% 294 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 317,819 27,929 0.4% 0.4% 295 0 0.0% Q2 2026 Aug 14, 2026
Total Clarity Wealth Management, Inc. History No change 317,264 27,881 5.42% 5.42% 296 0 0.0% Q2 2026 Jul 23, 2026
Maia Wealth LLC History No change 312,109 27,428 4.04% 4.04% 297 0 0.0% Q2 2026 Jul 28, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 311,951 27,414 1.87% 1.87% 298 0 0.0% Q2 2026 Aug 07, 2026
Steele Capital Management, Inc. History No change 311,237 27,351 1.01% 1.01% 299 0 0.0% Q2 2026 Jul 28, 2026
Mueller Wealth, LLC History No change 309,978 27,240 18.54% 18.54% 300 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 308,279 27,091 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 307,979 27,065 1.6% 1.6% 302 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 306,583 26,942 1.6% 1.6% 303 0 0.0% Q2 2026 Jul 27, 2026
Vestmark Advisory Solutions, Inc. History No change 306,303 26,917 0.25% 0.25% 304 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Management, LLC / MS History No change 302,964 26,624 6.83% 6.83% 305 0 0.0% Q2 2026 Jul 08, 2026
Atlas Private Wealth Advisors History No change 300,403 26,399 5.78% 5.78% 306 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 300,169 26,378 0.48% 0.48% 307 0 0.0% Q2 2026 Aug 06, 2026
Goodman Advisory Group, LLC History No change 299,157 26,289 6.04% 6.04% 308 0 0.0% Q2 2026 Aug 12, 2026
DDD Partners, LLC History No change 297,704 26,162 1.63% 1.63% 309 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 297,430 26,138 0.41% 0.41% 310 0 0.0% Q2 2026 Jul 15, 2026
Rehmann Capital Advisory Group History No change 293,692 25,792 1.18% 1.18% 311 0 0.0% Q2 2026 Aug 20, 2026
OARSMAN CAPITAL, INC. History No change 291,664 25,631 2.71% 2.71% 312 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 290,908 25,564 0.03% 0.03% 313 0 0.0% Q2 2026 Aug 12, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 290,177 25,537 9.11% 9.11% 314 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History Added to 284,296 25,518 4.48% 4.1% 315 +23,455 8.99% Q3 2026 Oct 07, 2026
Daviman Financial, LLC History No change 288,218 25,328 13.98% 13.98% 316 0 0.0% Q2 2026 Jul 24, 2026
ARRIEN INVESTMENTS, INC. History No change 287,849 25,296 12.76% 12.76% 317 0 0.0% Q2 2026 Jul 30, 2026
Clarity Asset Management, Inc. History No change 287,736 25,286 12.4% 12.4% 318 0 0.0% Q2 2026 Jul 16, 2026
B.O.S.S. Retirement Advisors, LLC History No change 287,662 25,279 6.83% 6.83% 319 0 0.0% Q2 2026 Jul 20, 2026
Kagan Cocozza Asset Management History No change 286,656 25,191 15.79% 15.79% 320 0 0.0% Q2 2026 Aug 06, 2026
Core Wealth Advisors, Inc. History No change 285,284 25,070 5.04% 5.04% 321 0 0.0% Q2 2026 Aug 11, 2026
Clarus Group, Inc. History No change 285,013 25,046 8.49% 8.49% 322 0 0.0% Q2 2026 Jul 24, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 284,987 25,044 7.11% 7.11% 323 0 0.0% Q2 2026 Jul 24, 2026
GTS FINANCIAL, LLC History No change 342,136 24,869 18.13% 18.13% 324 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 282,726 24,845 6.11% 6.11% 325 0 0.0% Q2 2026 Jul 30, 2026
Focus Financial Network, Inc. History No change 278,605 24,483 0.76% 0.76% 326 0 0.0% Q2 2026 Jul 09, 2026
Merkkuri Wealth Advisors LLC History No change 277,647 24,399 15.14% 15.14% 327 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 274,669 24,137 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 273,983 24,077 0.79% 0.79% 329 0 0.0% Q2 2026 Jul 31, 2026
Accelerate Investment Advisors LLC History No change 273,416 24,027 13.8% 13.8% 330 0 0.0% Q2 2026 Aug 12, 2026
S. R. Schill & Associates History No change 272,899 23,982 14.48% 14.48% 331 0 0.0% Q2 2026 Jul 15, 2026
Beacon Capital Management, Inc. History No change 271,334 23,844 1.44% 1.44% 332 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 271,169 23,830 4.73% 4.73% 333 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 269,316 23,667 1.18% 1.18% 334 0 0.0% Q2 2026 Jul 23, 2026
Advisor OS, LLC History No change 268,913 23,632 1.58% 1.58% 335 0 0.0% Q2 2026 Aug 05, 2026
CALTON & ASSOCIATES, INC. History No change 265,895 23,366 3.42% 3.42% 336 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 264,545 23,248 1.06% 1.06% 337 0 0.0% Q2 2026 Jul 23, 2026
LINCOLN CAPITAL CORP History No change 263,570 23,162 7.53% 7.53% 338 0 0.0% Q2 2026 Jul 16, 2026
Elm Partners Management LLC History No change 261,395 22,971 0.68% 0.68% 339 0 0.0% Q2 2026 Oct 07, 2026
Buttonwood Financial Group, LLC History No change 261,338 22,966 13.13% 13.13% 340 0 0.0% Q2 2026 Jul 30, 2026
Encompass More Asset Management History No change 258,674 22,732 3.31% 3.31% 341 0 0.0% Q2 2026 Jul 14, 2026
Souders Financial Advisors History No change 258,192 22,689 2.28% 2.28% 342 0 0.0% Q2 2026 Aug 05, 2026
National Wealth Management Group, LLC History No change 258,146 22,685 7.01% 7.01% 343 0 0.0% Q2 2026 Jul 14, 2026
Morrissey Wealth Management, LLC History No change 250,339 22,680 14.27% 14.27% 344 0 0.0% Q2 2026 Oct 05, 2026
Kingsview Wealth Management, LLC History No change 250,451 22,009 0.27% 0.27% 345 0 0.0% Q2 2026 Aug 18, 2026
Selective Wealth Management, Inc. History No change 248,874 21,771 5.71% 5.71% 346 0 0.0% Q2 2026 Jul 20, 2026
Capital Advantage, Inc. History No change 247,625 21,761 2.65% 2.65% 347 0 0.0% Q2 2026 Jul 13, 2026
Lloyd Advisory Services, LLC. History No change 247,604 21,759 8.43% 8.43% 348 0 0.0% Q2 2026 Aug 07, 2026
Westwind Capital History No change 247,379 21,740 5.15% 5.15% 349 0 0.0% Q2 2026 Jul 15, 2026
Stillwater Private Wealth, LLC History No change 238,989 21,733 14.16% 14.16% 350 0 0.0% Q2 2026 Aug 13, 2026
Richmond Investment Services, LLC History No change 246,875 21,695 6.86% 6.86% 351 0 0.0% Q2 2026 Jul 27, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 246,451 21,658 1.45% 1.45% 352 0 0.0% Q2 2026 Aug 05, 2026
Bay Capital Advisors, LLC History No change 246,194 21,635 11.6% 11.6% 353 0 0.0% Q2 2026 Jul 21, 2026
Blue Water Asset Management History No change 246,155 21,632 6.98% 6.98% 354 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 243,843 21,428 0.1% 0.1% 355 0 0.0% Q2 2026 Aug 18, 2026
Archer Investment Corp History No change 243,694 21,415 4.21% 4.21% 356 0 0.0% Q2 2026 Aug 03, 2026
Legacy Advisory Services, LLC History No change 242,446 21,306 15.0% 15.0% 357 0 0.0% Q2 2026 Jul 21, 2026
Tailwinds Wealth, LLC History No change 242,040 21,270 12.57% 12.57% 358 0 0.0% Q2 2026 Jul 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 241,389 21,213 0.03% 0.03% 359 0 0.0% Q2 2026 Aug 13, 2026
Luken Investment Analytics, LLC History No change 240,226 21,111 7.38% 7.38% 360 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 242,539 21,079 0.42% 0.42% 361 0 0.0% Q2 2026 Jul 29, 2026
WealthTrak Capital Management LLC History No change 238,962 20,999 13.81% 13.81% 362 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 237,926 20,896 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 10, 2026
LEGACY SOLUTIONS, LLC History Reduced 230,851 20,721 15.83% 16.49% 364 -1,009 -0.44% Q3 2026 Oct 07, 2026
Focus Partners Advisor Solutions, LLC History No change 235,331 20,680 0.18% 0.18% 365 0 0.0% Q2 2026 Aug 06, 2026
Ferguson Shapiro LLC History No change 231,595 20,352 5.95% 5.95% 366 0 0.0% Q2 2026 Jul 09, 2026
Valtinson Bruner Financial Planning LLC History No change 231,448 20,339 5.1% 5.1% 367 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 226,533 19,907 0.2% 0.2% 368 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History No change 226,195 19,878 0.59% 0.59% 369 0 0.0% Q2 2026 Jul 06, 2026
Windsor Capital Management, LLC History No change 222,838 19,583 5.09% 5.09% 370 0 0.0% Q2 2026 Jul 08, 2026
MKT Advisors LLC History No change 222,277 19,560 6.08% 6.08% 371 0 0.0% Q2 2026 Jul 09, 2026
Advisory Alpha, LLC History No change 221,997 19,509 0.48% 0.48% 372 0 0.0% Q2 2026 Aug 11, 2026
Tradition Wealth Management, LLC History No change 221,608 19,474 1.19% 1.19% 373 0 0.0% Q2 2026 Aug 11, 2026
CVFG LLC History No change 219,477 19,287 2.03% 2.03% 374 0 0.0% Q2 2026 Aug 11, 2026
Sound Capital Solutions LLC History No change 218,694 19,218 4.5% 4.5% 375 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 218,268 19,181 0.17% 0.17% 376 0 0.0% Q2 2026 Jul 24, 2026
Arcadia Wealth Management, LLC History No change 218,104 19,166 6.02% 6.02% 377 0 0.0% Q2 2026 Jul 20, 2026
PRAIRIE ADVISORY, LLC History No change 217,954 19,153 4.49% 4.49% 378 0 0.0% Q2 2026 Jul 20, 2026
Sowell Financial Services LLC History No change 216,943 19,064 0.62% 0.62% 379 0 0.0% Q2 2026 Jul 17, 2026
RBF Capital, LLC History No change 214,574 18,856 0.78% 0.78% 380 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 213,589 18,770 9.82% 9.82% 381 0 0.0% Q2 2026 Aug 06, 2026
Park Place Capital Corp History No change 211,738 18,607 2.96% 2.96% 382 0 0.0% Q2 2026 Aug 13, 2026
Brown Financial Advisors History No change 210,791 18,524 6.47% 6.47% 383 0 0.0% Q2 2026 Aug 26, 2026
Forthright Family Wealth Advisory LLC History No change 210,002 18,454 10.44% 10.44% 384 0 0.0% Q2 2026 Jul 16, 2026
Lord & Richards Wealth Management, LLC History No change 209,830 18,439 14.43% 14.43% 385 0 0.0% Q2 2026 Jul 21, 2026
TOP Private Wealth LLC. History No change 209,007 18,367 17.62% 17.62% 386 0 0.0% Q2 2026 Aug 13, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 207,915 18,296 12.03% 12.03% 387 0 0.0% Q2 2026 Jul 06, 2026
Mutual Advisors, LLC History No change 205,218 18,034 0.34% 0.34% 388 0 0.0% Q2 2026 Aug 14, 2026
NovaPoint Capital, LLC History No change 204,030 17,930 3.73% 3.73% 389 0 0.0% Q2 2026 Aug 06, 2026
Curtis Advisory Group, LLC History No change 203,168 17,854 3.47% 3.47% 390 0 0.0% Q2 2026 Jul 29, 2026
Convergence Financial, LLC History No change 201,965 17,748 1.41% 1.41% 391 0 0.0% Q2 2026 Aug 05, 2026
Hopwood Nicholas Hunter History No change 199,881 17,565 4.82% 4.82% 392 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 198,111 17,409 0.21% 0.21% 393 0 0.0% Q2 2026 Aug 07, 2026
OMNI 360 Wealth, Inc. History No change 198,077 17,406 8.04% 8.04% 394 0 0.0% Q2 2026 Jul 13, 2026
Mattson Financial Services, LLC History No change 196,513 17,365 3.63% 3.63% 395 0 0.0% Q2 2026 Aug 04, 2026
Tidemark, LLC History No change 196,696 17,285 3.89% 3.89% 396 0 0.0% Q2 2026 Aug 10, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 196,397 17,259 8.11% 8.11% 397 0 0.0% Q2 2026 Jul 21, 2026
Independent Wealth Network Inc. History No change 196,308 17,251 4.39% 4.39% 398 0 0.0% Q2 2026 Jul 20, 2026
&PARTNERS History No change 196,615 17,211 0.07% 0.07% 399 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 194,935 17,130 0.03% 0.03% 400 0 0.0% Q2 2026 Aug 13, 2026
SK Wealth Management, LLC History No change 186,676 16,987 3.83% 3.83% 401 0 0.0% Q2 2026 Aug 11, 2026
Tortoise Investment Management, LLC History No change 190,204 16,715 1.25% 1.25% 402 0 0.0% Q2 2026 Aug 07, 2026
SkyOak Wealth, LLC History No change 189,822 16,681 2.73% 2.73% 403 0 0.0% Q2 2026 Jul 30, 2026
BLAIR WILLIAM & CO/IL History No change 188,833 16,594 0.04% 0.04% 404 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Financial, LLC History No change 188,087 16,529 14.85% 14.85% 405 0 0.0% Q2 2026 Jul 09, 2026
Trajan Wealth LLC History No change 187,165 16,448 0.62% 0.62% 406 0 0.0% Q2 2026 Aug 13, 2026
Hobbs Group Advisors, LLC History No change 186,649 16,402 4.32% 4.32% 407 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 185,101 16,266 0.17% 0.17% 408 0 0.0% Q2 2026 Aug 06, 2026
Brio Consultants, LLC History No change 183,922 16,163 1.89% 1.89% 409 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Services, LLC History No change 183,436 16,120 9.69% 9.69% 410 0 0.0% Q2 2026 Jul 24, 2026
Integrity Advisory Solutions, LLC History No change 183,088 16,089 1.66% 1.66% 411 0 0.0% Q2 2026 Jul 31, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 181,706 15,968 1.6% 1.6% 412 0 0.0% Q2 2026 Jul 13, 2026
Advyzon Investment Management, LLC History No change 181,454 15,946 1.16% 1.16% 413 0 0.0% Q2 2026 Aug 14, 2026
ARWA LLC History No change 178,654 15,787 6.55% 6.55% 414 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 179,337 15,760 0.18% 0.18% 415 0 0.0% Q2 2026 Aug 12, 2026
Chatterton & Associates Inc. History No change 177,211 15,677 9.23% 9.23% 416 0 0.0% Q2 2026 Jul 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 177,517 15,600 1.32% 1.32% 417 0 0.0% Q2 2026 Jul 14, 2026
Spectrum Planning & Advisory Services Inc. History No change 177,442 15,593 6.98% 6.98% 418 0 0.0% Q2 2026 Jul 14, 2026
Balefire, LLC History No change 177,210 15,573 2.54% 2.54% 419 0 0.0% Q2 2026 Jul 07, 2026
Pure Financial Advisors, LLC History No change 175,951 15,462 0.2% 0.2% 420 0 0.0% Q2 2026 Aug 14, 2026
United Asset Strategies, Inc. History No change 175,724 15,442 1.09% 1.09% 421 0 0.0% Q2 2026 Jul 13, 2026
Meridian Wealth Management, LLC History No change 174,804 15,361 0.47% 0.47% 422 0 0.0% Q2 2026 Aug 05, 2026
Paladin Wealth, LLC History No change 174,264 15,314 8.91% 8.91% 423 0 0.0% Q2 2026 Jul 09, 2026
CSM Advisors, LLC History No change 174,083 15,298 0.33% 0.33% 424 0 0.0% Q2 2026 Aug 14, 2026
RATIONAL ADVISORS, INC. History No change 173,941 15,285 1.4% 1.4% 425 0 0.0% Q2 2026 Jul 24, 2026
Towercrest Capital Management History No change 173,788 15,272 2.13% 2.13% 426 0 0.0% Q2 2026 Aug 03, 2026
SeedSafe Financial LLC History No change 172,714 15,173 10.93% 10.93% 427 0 0.0% Q2 2026 Aug 12, 2026
Financial Futures Ltd Liability Co. History No change 171,527 15,073 5.74% 5.74% 428 0 0.0% Q2 2026 Jul 27, 2026
ABOUND FINANCIAL, LLC History No change 171,027 15,029 5.99% 5.99% 429 0 0.0% Q2 2026 Aug 14, 2026
GenWealth Group, Inc. History No change 170,111 14,949 2.33% 2.33% 430 0 0.0% Q2 2026 Jul 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 169,691 14,912 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 13, 2026
Cannon Wealth Management Services, LLC History No change 169,315 14,879 8.14% 8.14% 432 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 168,853 14,838 1.41% 1.41% 433 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 165,902 14,579 0.18% 0.18% 434 0 0.0% Q2 2026 Jul 22, 2026
PAX Financial Group, LLC History No change 165,376 14,533 2.16% 2.16% 435 0 0.0% Q2 2026 Aug 05, 2026
Slagle Financial, LLC History No change 163,506 14,368 4.3% 4.3% 436 0 0.0% Q2 2026 Jul 29, 2026
JANE STREET GROUP, LLC History No change 163,100 14,333 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Stone Summit Wealth LLC History No change 162,191 14,253 3.62% 3.62% 438 0 0.0% Q2 2026 Jul 23, 2026
JNBA Financial Advisors History No change 162,121 14,247 1.08% 1.08% 439 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 160,649 14,117 0.04% 0.04% 440 0 0.0% Q2 2026 Aug 13, 2026
ALBION FINANCIAL GROUP /UT History No change 160,482 14,103 0.82% 0.82% 441 0 0.0% Q2 2026 Jul 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 160,282 14,085 0.22% 0.22% 442 0 0.0% Q2 2026 Jul 28, 2026
JBR Co Financial Management Inc History No change 159,875 14,049 5.13% 5.13% 443 0 0.0% Q2 2026 Jul 09, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 159,494 14,016 1.75% 1.75% 444 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 158,414 13,921 0.07% 0.07% 445 0 0.0% Q2 2026 Jul 13, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 157,363 13,829 1.3% 1.3% 446 0 0.0% Q2 2026 Jul 14, 2026
Wise Wealth Partners History No change 155,711 13,683 23.26% 23.26% 447 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 155,676 13,680 0.15% 0.15% 448 0 0.0% Q2 2026 Aug 12, 2026
RAINIER FAMILY WEALTH INC History No change 155,238 13,642 7.76% 7.76% 449 0 0.0% Q2 2026 Jul 15, 2026
49 WEALTH MANAGEMENT, LLC History No change 155,008 13,622 2.6% 2.6% 450 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 155,008 13,622 2.6% 2.6% 451 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 154,993 13,620 0.09% 0.09% 452 0 0.0% Q2 2026 Aug 10, 2026
Black Swift Group, LLC History No change 154,046 13,537 1.96% 1.96% 453 0 0.0% Q2 2026 Aug 13, 2026
Marathon Strategic Advisors, LLC History No change 153,363 13,477 7.61% 7.61% 454 0 0.0% Q2 2026 Jul 16, 2026
Savvy Advisors, Inc. History No change 153,247 13,467 0.29% 0.29% 455 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 150,877 13,259 1.36% 1.36% 456 0 0.0% Q2 2026 Jul 16, 2026
WealthPoint Financial, LLC History No change 150,414 13,218 9.64% 9.64% 457 0 0.0% Q2 2026 Aug 06, 2026
Wealthcare Capital Partners, LLC History No change 150,263 13,205 5.46% 5.46% 458 0 0.0% Q2 2026 Jul 09, 2026
Ridgeline Wealth, LLC History No change 150,016 13,183 7.71% 7.71% 459 0 0.0% Q2 2026 Jul 06, 2026
Redwood Investment Management, LLC History No change 148,796 13,076 1.3% 1.3% 460 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 147,160 12,932 0.51% 0.51% 461 0 0.0% Q2 2026 Jul 24, 2026
Clarity Retirement & Wealth, LLC History No change 147,034 12,921 8.91% 8.91% 462 0 0.0% Q2 2026 Jul 30, 2026
Astoria Portfolio Advisors LLC. History No change 146,895 12,909 2.18% 2.18% 463 0 0.0% Q2 2026 Jul 28, 2026
MONEY CONCEPTS CAPITAL CORP History No change 146,258 12,853 0.6% 0.6% 464 0 0.0% Q2 2026 Aug 04, 2026
Gambit Capital Management, LLC History No change 146,217 12,849 7.48% 7.48% 465 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 145,061 12,748 0.02% 0.02% 466 0 0.0% Q2 2026 Aug 27, 2026
One Degree Advisors Inc History No change 144,457 12,679 2.83% 2.83% 467 0 0.0% Q2 2026 Jul 31, 2026
Metis Global Partners, LLC History No change 142,447 12,518 0.28% 0.28% 468 0 0.0% Q2 2026 Aug 10, 2026
Fosun International Ltd History No change 142,160 12,493 2.8% 2.8% 469 0 0.0% Q2 2026 Aug 12, 2026
Perennial Advisors, LLC History No change 140,225 12,322 1.9% 1.9% 470 0 0.0% Q2 2026 Jul 13, 2026
SUTTON PLACE INVESTORS LLC History No change 139,693 12,276 5.94% 5.94% 471 0 0.0% Q2 2026 Aug 06, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 139,469 12,256 9.82% 9.82% 472 0 0.0% Q2 2026 Aug 06, 2026
THEORY FINANCIAL LLC History No change 139,379 12,248 3.86% 3.86% 473 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 139,300 12,241 0.35% 0.35% 474 0 0.0% Q2 2026 Aug 03, 2026
Alliance Wealth Management Group History No change 138,155 12,141 2.36% 2.36% 475 0 0.0% Q2 2026 Aug 04, 2026
HBK INVESTMENTS L P History No change 137,616 12,093 0.12% 0.12% 476 0 0.0% Q2 2026 Sep 16, 2026
Venture Visionary Partners LLC History Reduced 134,517 12,074 0.32% 0.33% 477 -1,193 -0.88% Q3 2026 Oct 07, 2026
GTS SECURITIES LLC History No change 135,694 11,924 0.25% 0.25% 478 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History Added to 132,211 11,867 3.46% 3.18% 479 +19,066 16.85% Q3 2026 Oct 07, 2026
Sanchez Wealth Management Group History No change 134,586 11,827 2.07% 2.07% 480 0 0.0% Q2 2026 Jul 27, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 134,440 11,814 6.95% 6.95% 481 0 0.0% Q2 2026 Jul 21, 2026
Alesco Advisors, LLC, An ESL Co History No change 131,665 11,570 0.27% 0.27% 482 0 0.0% Q2 2026 Aug 05, 2026
Steelhead Wealth Management LLC History No change 131,652 11,569 4.66% 4.66% 483 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 131,558 11,561 0.71% 0.71% 484 0 0.0% Q2 2026 Jul 23, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD History No change 1,391,894 11,529 62.39% 62.39% 485 0 0.0% Q2 2026 Sep 01, 2026
Strategic Advisors LLC History No change 129,607 11,389 2.49% 2.49% 486 0 0.0% Q2 2026 Jul 28, 2026
Guardian Asset Advisors, LLC History No change 128,758 11,315 5.22% 5.22% 487 0 0.0% Q2 2026 Jul 21, 2026
Tower View Wealth Management LLC History No change 127,446 11,199 4.92% 4.92% 488 0 0.0% Q2 2026 Jul 24, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 126,464 11,113 3.13% 3.13% 489 0 0.0% Q2 2026 Aug 12, 2026
Columbia River Financial Group, LLC History No change 125,249 11,006 5.91% 5.91% 490 0 0.0% Q2 2026 Aug 13, 2026
Schwallier Wealth Management LLC History No change 125,145 10,997 6.95% 6.95% 491 0 0.0% Q2 2026 Aug 14, 2026
ARVEST INVESTMENTS, INC. History No change 124,408 10,933 1.32% 1.32% 492 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 121,857 10,708 0.1% 0.1% 493 0 0.0% Q2 2026 Aug 05, 2026
ARQ WEALTH ADVISORS, LLC History No change 121,370 10,676 1.32% 1.32% 494 0 0.0% Q2 2026 Jul 24, 2026
WorthPointe, LLC History No change 121,212 10,652 2.67% 2.67% 495 0 0.0% Q2 2026 Jul 31, 2026
Upper Left Wealth Management, LLC History No change 121,120 10,644 5.9% 5.9% 496 0 0.0% Q2 2026 Jul 14, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 120,886 10,623 2.89% 2.89% 497 0 0.0% Q2 2026 Jul 24, 2026
NorthCrest Asset Manangement, LLC History No change 119,868 10,604 0.27% 0.27% 498 0 0.0% Q2 2026 Jul 15, 2026
XY Planning Network, Inc. History No change 120,473 10,587 1.33% 1.33% 499 0 0.0% Q2 2026 Jul 14, 2026
Abound Wealth Management History No change 120,207 10,563 2.1% 2.1% 500 0 0.0% Q2 2026 Jul 10, 2026
Cordoba Advisory Partners LLC History No change 120,183 10,561 2.24% 2.24% 501 0 0.0% Q2 2026 Jul 21, 2026
Cooper Capital Advisors LLC History No change 119,650 10,514 4.56% 4.56% 502 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 119,311 10,485 0.05% 0.05% 503 0 0.0% Q2 2026 Aug 13, 2026
River Street Advisors LLC History No change 118,387 10,403 3.06% 3.06% 504 0 0.0% Q2 2026 Jul 21, 2026
Crestwood Advisors Group, LLC History No change 118,234 10,390 0.15% 0.15% 505 0 0.0% Q2 2026 Aug 03, 2026
WELCH CAPITAL PARTNERS LLC/NY History No change 117,765 10,349 2.03% 2.03% 506 0 0.0% Q2 2026 Aug 12, 2026
StoneCrest Wealth Management, Inc. History No change 117,314 10,309 3.29% 3.29% 507 0 0.0% Q2 2026 Jul 09, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 116,985 10,280 0.38% 0.38% 508 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 116,689 10,254 0.11% 0.11% 509 0 0.0% Q2 2026 Aug 14, 2026
Clarus Wealth Advisors History No change 116,667 10,234 3.94% 3.94% 510 0 0.0% Q2 2026 Jul 09, 2026
Cobblestone Asset Management LLC History No change 116,376 10,227 4.27% 4.27% 511 0 0.0% Q2 2026 Jul 21, 2026
Compound Planning, Inc. History No change 116,373 10,226 0.27% 0.27% 512 0 0.0% Q2 2026 Aug 04, 2026
6th Street Advisors, LLC History No change 115,973 10,191 5.86% 5.86% 513 0 0.0% Q2 2026 Jul 23, 2026
Bull Oak Capital, LLC History No change 115,774 10,174 3.39% 3.39% 514 0 0.0% Q2 2026 Aug 10, 2026
FFG RETIREMENT ADVISORS LLC History No change 115,034 10,109 5.35% 5.35% 515 0 0.0% Q2 2026 Jul 09, 2026
Ethos Financial Group, LLC History No change 114,227 10,038 0.67% 0.67% 516 0 0.0% Q2 2026 Aug 07, 2026
Trademark Financial Management, LLC History No change 113,887 10,008 4.1% 4.1% 517 0 0.0% Q2 2026 Jul 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 113,533 9,977 0.65% 0.65% 518 0 0.0% Q2 2026 Aug 13, 2026
Independence Wealth Advisors, LLC History No change 113,481 9,972 5.0% 5.0% 519 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 112,634 9,898 0.56% 0.56% 520 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 111,996 9,842 2.71% 2.71% 521 0 0.0% Q2 2026 Aug 03, 2026
MMA ASSET MANAGEMENT LLC History No change 111,749 9,820 3.12% 3.12% 522 0 0.0% Q2 2026 Aug 04, 2026
OPTIMA CAPITAL LLC History No change 111,637 9,810 3.87% 3.87% 523 0 0.0% Q2 2026 Jul 24, 2026
BlackDiamond Wealth Management, LLC History No change 107,665 9,797 3.94% 3.94% 524 0 0.0% Q2 2026 Aug 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 108,983 9,577 2.39% 2.39% 525 0 0.0% Q2 2026 Jul 24, 2026
CacheTech Inc. History No change 108,682 9,550 1.55% 1.55% 526 0 0.0% Q2 2026 Aug 11, 2026
Morling Financial Advisors, LLC History No change 108,424 9,528 2.65% 2.65% 527 0 0.0% Q2 2026 Aug 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 108,344 9,521 0.17% 0.17% 528 0 0.0% Q2 2026 Jul 23, 2026
ERn Financial, LLC History No change 108,169 9,505 1.57% 1.57% 529 0 0.0% Q2 2026 Jul 23, 2026
WealthPLAN Partners, LLC History No change 106,502 9,359 1.79% 1.79% 530 0 0.0% Q2 2026 Jul 28, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 106,384 9,349 0.89% 0.89% 531 0 0.0% Q2 2026 Jul 09, 2026
Vantage Point Financial LLC History No change 105,897 9,306 2.84% 2.84% 532 0 0.0% Q2 2026 Aug 14, 2026
Adams Wealth Management History No change 105,611 9,281 1.78% 1.78% 533 0 0.0% Q2 2026 Aug 10, 2026
Talon Private Wealth, LLC History No change 105,474 9,269 1.08% 1.08% 534 0 0.0% Q2 2026 Sep 11, 2026
E&G Advisors, LLC History No change 105,138 9,239 1.78% 1.78% 535 0 0.0% Q2 2026 Jul 23, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 104,481 9,170 1.93% 1.93% 536 0 0.0% Q2 2026 Jul 15, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 103,875 9,128 2.94% 2.94% 537 0 0.0% Q2 2026 Jul 15, 2026
Apeiron RIA LLC History No change 103,448 9,090 2.33% 2.33% 538 0 0.0% Q2 2026 Jul 16, 2026
CENTAURUS FINANCIAL, INC. History No change 102,623 9,018 0.35% 0.35% 539 0 0.0% Q2 2026 Aug 17, 2026
Bison Wealth, LLC History No change 101,837 9,005 0.83% 0.83% 540 0 0.0% Q2 2026 Jul 07, 2026
Trinity Wealth Management, LLC History No change 102,436 9,002 2.86% 2.86% 541 0 0.0% Q2 2026 Jul 07, 2026
Transamerica Financial Advisors, LLC History No change 102,252 8,985 0.76% 0.76% 542 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 102,154 8,977 0.05% 0.05% 543 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 100,977 8,873 0.14% 0.14% 544 0 0.0% Q2 2026 Aug 05, 2026
Values Added Financial LLC History No change 100,964 8,872 3.2% 3.2% 545 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 100,153 8,801 0.01% 0.01% 546 0 0.0% Q2 2026 Aug 13, 2026
Tempus Wealth Planning, LLC History No change 100,050 8,792 1.72% 1.72% 547 0 0.0% Q2 2026 Jul 22, 2026
Advisors Preferred, LLC History No change 100,005 8,767 1.36% 1.36% 548 0 0.0% Q2 2026 Aug 11, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 99,508 8,744 2.7% 2.7% 549 0 0.0% Q2 2026 Jul 22, 2026
SageView Advisory Group, LLC History No change 98,451 8,651 0.28% 0.28% 550 0 0.0% Q2 2026 Aug 10, 2026
Turning Point Benefit Group, Inc. History No change 98,369 8,637 3.72% 3.72% 551 0 0.0% Q2 2026 Jul 23, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 97,784 8,593 0.41% 0.41% 552 0 0.0% Q2 2026 Jul 23, 2026
Regal Investment Advisors LLC History No change 96,590 8,488 0.44% 0.44% 553 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 96,546 8,484 1.0% 1.0% 554 0 0.0% Q2 2026 Jul 22, 2026
Tandem Investment Partners LLC History No change 96,466 8,477 6.53% 6.53% 555 0 0.0% Q2 2026 Jul 27, 2026
ATX Financial Planning, LLC History No change 95,848 8,423 5.57% 5.57% 556 0 0.0% Q2 2026 Aug 20, 2026
Ameritas Advisory Services, LLC History No change 95,483 8,391 0.17% 0.17% 557 0 0.0% Q2 2026 Aug 14, 2026
Compass Wealth Management LLC History No change 95,428 8,386 1.59% 1.59% 558 0 0.0% Q2 2026 Aug 07, 2026
Financial Guidance Group, Inc. History No change 95,230 8,368 3.13% 3.13% 559 0 0.0% Q2 2026 Jul 22, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 95,034 8,351 7.08% 7.08% 560 0 0.0% Q2 2026 Aug 03, 2026
Kroeger Financial Partners History No change 94,948 8,344 8.06% 8.06% 561 0 0.0% Q2 2026 Jul 27, 2026
Madison Asset Management, LLC History No change 94,837 8,334 0.1% 0.1% 562 0 0.0% Q2 2026 Aug 10, 2026
Range Financial Group LLC History No change 94,410 8,296 2.27% 2.27% 563 0 0.0% Q2 2026 Jul 15, 2026
Aspire Private Capital, LLC History No change 93,845 8,247 1.7% 1.7% 564 0 0.0% Q2 2026 Jul 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 93,773 8,240 4.67% 4.67% 565 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Financial Services, LLC History No change 93,698 8,234 1.11% 1.11% 566 0 0.0% Q2 2026 Jul 15, 2026
NORTHERN TRUST CORP History No change 93,449 8,212 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
PCG Wealth Advisors, LLC History No change 93,290 8,198 1.83% 1.83% 568 0 0.0% Q2 2026 Aug 03, 2026
TD Capital Management LLC History No change 93,143 8,185 0.67% 0.67% 569 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 92,767 8,152 1.65% 1.65% 570 0 0.0% Q2 2026 Jul 17, 2026
Fortis Group Advisors, LLC History No change 92,720 8,148 1.3% 1.3% 571 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Management History No change 91,906 8,076 8.53% 8.53% 572 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 89,885 7,899 0.39% 0.39% 573 0 0.0% Q2 2026 Jul 23, 2026
Capital Asset Advisory Services LLC History No change 89,126 7,832 0.28% 0.28% 574 0 0.0% Q2 2026 Aug 14, 2026
Shepherd Financial Partners LLC History No change 88,978 7,819 0.64% 0.64% 575 0 0.0% Q2 2026 Aug 10, 2026
Boothe Investment Group, Inc. History No change 88,218 7,752 2.44% 2.44% 576 0 0.0% Q2 2026 Jul 14, 2026
HOWARD BAILEY SECURITIES, LLC History No change 87,972 7,730 2.9% 2.9% 577 0 0.0% Q2 2026 Aug 10, 2026
MEITAV INVESTMENT HOUSE LTD History No change 87,742 7,710 0.05% 0.05% 578 0 0.0% Q2 2026 Jul 20, 2026
Brown Miller Wealth Management, LLC History No change 87,619 7,699 1.94% 1.94% 579 0 0.0% Q2 2026 Jul 16, 2026
Financial Security Advisor, Inc. History No change 87,337 7,675 1.25% 1.25% 580 0 0.0% Q2 2026 Aug 11, 2026
Midwest Heritage Bank, FSB History No change 86,249 7,579 2.15% 2.15% 581 0 0.0% Q2 2026 Jul 28, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 84,787 7,451 0.49% 0.49% 582 0 0.0% Q2 2026 Jul 28, 2026
Spartan Wealth Advisory Services LLC History No change 84,142 7,394 0.61% 0.61% 583 0 0.0% Q2 2026 Aug 05, 2026
Cassilly Financial Group LLC History Added to 81,251 7,293 4.9% 4.97% 584 +3,331 4.27% Q3 2026 Oct 07, 2026
Alaska Wealth Advisors, LLC History No change 82,873 7,282 0.79% 0.79% 585 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 83,527 7,281 0.24% 0.24% 586 0 0.0% Q2 2026 Aug 12, 2026
Etesian Wealth Advisors, Inc. History No change 82,399 7,241 2.14% 2.14% 587 0 0.0% Q2 2026 Jul 23, 2026
Financial Solutions Advisory Group, Inc. History No change 81,802 7,237 0.92% 0.92% 588 0 0.0% Q2 2026 Jul 13, 2026
BROGAN FINANCIAL, INC. History No change 81,365 7,150 2.87% 2.87% 589 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 80,364 7,062 0.64% 0.64% 590 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Advisory LLC History No change 80,329 7,059 1.39% 1.39% 591 0 0.0% Q2 2026 Aug 05, 2026
Aldebaran Financial Inc. History No change 79,686 7,002 5.69% 5.69% 592 0 0.0% Q2 2026 Aug 13, 2026
NVWM, LLC History No change 79,364 6,974 1.41% 1.41% 593 0 0.0% Q2 2026 Jul 28, 2026
Meridian Financial Advisors, LLC History No change 77,729 6,830 3.28% 3.28% 594 0 0.0% Q2 2026 Jul 22, 2026
Horizon Wealth Management, LLC History No change 77,591 6,818 0.87% 0.87% 595 0 0.0% Q2 2026 Aug 06, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 77,516 6,812 1.45% 1.45% 596 0 0.0% Q2 2026 Jul 27, 2026
Uniting Wealth Partners, LLC History No change 77,471 6,808 1.38% 1.38% 597 0 0.0% Q2 2026 Aug 06, 2026
BlueChip Wealth Advisors LLC History No change 77,003 6,767 2.57% 2.57% 598 0 0.0% Q2 2026 Jul 30, 2026
Continuum Advisory, LLC History No change 76,643 6,735 0.54% 0.54% 599 0 0.0% Q2 2026 Aug 06, 2026
Tilson Financial Group, Inc. History No change 76,306 6,705 1.84% 1.84% 600 0 0.0% Q2 2026 Jul 27, 2026
Syntegra Private Wealth Group, LLC History No change 76,080 6,685 0.52% 0.52% 601 0 0.0% Q2 2026 Jul 15, 2026
Roan Capital Partners History No change 74,351 6,533 5.42% 5.42% 602 0 0.0% Q2 2026 Jul 08, 2026
Transcendent Capital Group LLC History No change 74,203 6,520 2.54% 2.54% 603 0 0.0% Q2 2026 Aug 05, 2026
Timmons Wealth Management, LLC History No change 74,098 6,511 4.76% 4.76% 604 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 73,871 6,491 0.12% 0.12% 605 0 0.0% Q2 2026 Aug 11, 2026
TRUEFG, LLC History No change 73,621 6,469 1.51% 1.51% 606 0 0.0% Q2 2026 Jul 16, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 73,470 6,456 1.22% 1.22% 607 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 73,211 6,433 0.07% 0.07% 608 0 0.0% Q2 2026 Aug 04, 2026
CONDOR CAPITAL MANAGEMENT History No change 73,147 6,428 0.48% 0.48% 609 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 73,087 6,422 0.11% 0.11% 610 0 0.0% Q2 2026 Jul 21, 2026
Clearview Wealth Management LLC History No change 72,958 6,411 4.12% 4.12% 611 0 0.0% Q2 2026 Jul 13, 2026
Blue Capital, Inc. History No change 72,895 6,406 4.07% 4.07% 612 0 0.0% Q2 2026 Aug 11, 2026
HBK Sorce Advisory LLC History No change 70,282 6,368 0.12% 0.12% 613 0 0.0% Q2 2026 Aug 06, 2026
Jackson, Grant Investment Advisers, Inc. History No change 71,895 6,318 1.96% 1.96% 614 0 0.0% Q2 2026 Jul 31, 2026
Carroll Advisory Group, LLC History No change 71,069 6,245 2.05% 2.05% 615 0 0.0% Q2 2026 Jul 23, 2026
FWG Investments, LLC. History No change 70,678 6,211 3.29% 3.29% 616 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 70,354 6,182 0.15% 0.15% 617 0 0.0% Q2 2026 Aug 11, 2026
Moisand Fitzgerald Tamayo, LLC History No change 69,872 6,140 0.6% 0.6% 618 0 0.0% Q2 2026 Jul 13, 2026
Manhattan West Asset Management, LLC History No change 69,761 6,130 1.02% 1.02% 619 0 0.0% Q2 2026 Aug 11, 2026
Galvin, Gaustad & Stein, LLC History No change 68,838 6,049 0.45% 0.45% 620 0 0.0% Q2 2026 Jul 29, 2026
Parcion Private Wealth LLC History No change 68,621 6,030 0.33% 0.33% 621 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 68,616 6,029 0.37% 0.37% 622 0 0.0% Q2 2026 Jul 23, 2026
Heritage Family Offices, LLP History No change 68,319 6,003 2.32% 2.32% 623 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 68,319 6,003 2.32% 2.32% 624 0 0.0% Q2 2026 Jul 06, 2026
Cushing Capital Partners, LLC History No change 67,839 5,961 4.11% 4.11% 625 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 68,442 5,953 0.1% 0.1% 626 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 68,442 5,953 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 29, 2026
MN Wealth Advisors, LLC History No change 67,588 5,939 2.53% 2.53% 628 0 0.0% Q2 2026 Jul 23, 2026
Perigon Wealth Management, LLC History No change 67,093 5,896 0.09% 0.09% 629 0 0.0% Q2 2026 Aug 07, 2026
OPUS INVESTMENT MANAGEMENT INC History No change 66,878 5,877 3.21% 3.21% 630 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 66,850 5,874 0.36% 0.36% 631 0 0.0% Q2 2026 Jul 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 66,654 5,857 0.45% 0.45% 632 0 0.0% Q2 2026 Jul 16, 2026
DEARBORN PARTNERS LLC History No change 76,262 5,837 0.32% 0.32% 633 0 0.0% Q2 2026 Aug 13, 2026
Vestment Financial LLC History No change 65,392 5,785 2.59% 2.59% 634 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 65,506 5,756 2.58% 2.58% 635 0 0.0% Q2 2026 Aug 12, 2026
Maridea Wealth Management LLC History No change 65,250 5,734 0.62% 0.62% 636 0 0.0% Q2 2026 Aug 06, 2026
URS Advisory LLC History No change 65,208 5,730 3.19% 3.19% 637 0 0.0% Q2 2026 Jul 27, 2026
Asempa Wealth Advisors History Added to 63,560 5,715 4.36% 3.81% 638 +5,494 9.46% Q3 2026 Oct 07, 2026
Portside Wealth Group, LLC History No change 64,985 5,710 0.67% 0.67% 639 0 0.0% Q2 2026 Jul 14, 2026
HWG Holdings LP History Added to 63,592 5,708 1.32% 0.87% 640 +19,603 44.56% Q3 2026 Oct 07, 2026
Per Stirling Capital Management, LLC. History No change 64,635 5,680 0.54% 0.54% 641 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 64,617 5,678 0.34% 0.34% 642 0 0.0% Q2 2026 Aug 07, 2026
Triad Wealth Partners, LLC History No change 63,466 5,660 0.33% 0.33% 643 0 0.0% Q2 2026 Aug 10, 2026
Copia Wealth Management History No change 63,616 5,590 3.36% 3.36% 644 0 0.0% Q2 2026 Aug 17, 2026
Rossby Financial, LCC History No change 62,179 5,464 1.0% 1.0% 645 0 0.0% Q2 2026 Aug 04, 2026
Aureum Wealth Management, LLC History No change 62,044 5,452 3.38% 3.38% 646 0 0.0% Q2 2026 Jul 22, 2026
Kingsbury Capital Investment Advisors LLC History No change 61,881 5,438 4.6% 4.6% 647 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 61,881 5,438 4.6% 4.6% 648 0 0.0% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History No change 60,659 5,330 2.13% 2.13% 649 0 0.0% Q2 2026 Jul 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 60,396 5,307 0.36% 0.36% 650 0 0.0% Q2 2026 Aug 04, 2026
Beaumont Financial Advisors, LLC History No change 60,302 5,299 0.34% 0.34% 651 0 0.0% Q2 2026 Aug 04, 2026
Parkway Wealth Management Group, LLC History No change 59,711 5,247 0.61% 0.61% 652 0 0.0% Q2 2026 Jul 27, 2026
Prostatis Group LLC History No change 59,484 5,227 1.22% 1.22% 653 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 59,269 5,208 0.2% 0.2% 654 0 0.0% Q2 2026 Aug 14, 2026
IMG Wealth Management, Inc. History No change 59,209 5,203 2.9% 2.9% 655 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 59,155 5,198 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
Legacy Capital Group California, Inc. History No change 59,104 5,194 1.57% 1.57% 657 0 0.0% Q2 2026 Jul 29, 2026
COURIER CAPITAL LLC History No change 58,972 5,182 0.26% 0.26% 658 0 0.0% Q2 2026 Jul 16, 2026
Fonville Wealth Management LLC History No change 58,952 5,180 0.85% 0.85% 659 0 0.0% Q2 2026 Jul 28, 2026
High Probability Advisors, LLC History No change 58,738 5,161 0.55% 0.55% 660 0 0.0% Q2 2026 Jul 13, 2026
Lunt Capital Management, Inc. History No change 58,616 5,151 1.89% 1.89% 661 0 0.0% Q2 2026 Jul 30, 2026
SHUTTLEWORTH & Co History No change 58,247 5,118 4.09% 4.09% 662 0 0.0% Q2 2026 Aug 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 56,957 5,112 1.2% 1.19% 663 +860 1.53% Q3 2026 Oct 06, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History No change 57,850 5,083 0.06% 0.06% 664 0 0.0% Q2 2026 Aug 14, 2026
Lebenthal Global Advisors, LLC History No change 57,838 5,082 0.69% 0.69% 665 0 0.0% Q2 2026 Jul 30, 2026
Federation des caisses Desjardins du Quebec History No change 57,833 5,082 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 57,542 5,056 0.05% 0.05% 667 0 0.0% Q2 2026 Aug 03, 2026
New Jersey Better Educational Savings Trust History No change 57,427 5,046 8.12% 8.12% 668 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 55,831 5,010 0.6% 0.6% 669 0 0.0% Q2 2026 Aug 12, 2026
Lifeworks Advisors, LLC History No change 57,006 5,009 0.52% 0.52% 670 0 0.0% Q2 2026 Aug 14, 2026
Bluesphere Advisors LLC History No change 56,776 4,989 1.54% 1.54% 671 0 0.0% Q2 2026 Jul 30, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 56,487 4,964 0.07% 0.07% 672 0 0.0% Q2 2026 Aug 11, 2026
YHB Investment Advisors, Inc. History No change 55,978 4,919 0.32% 0.32% 673 0 0.0% Q2 2026 Jul 14, 2026
Sunpointe, LLC History No change 55,930 4,915 1.4% 1.4% 674 0 0.0% Q2 2026 Jul 24, 2026
Gerber Kawasaki Wealth & Investment Management History No change 55,381 4,866 0.13% 0.13% 675 0 0.0% Q2 2026 Aug 07, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 55,242 4,854 1.32% 1.32% 676 0 0.0% Q2 2026 Jul 23, 2026
SEMITAM BONAM LLC History No change 54,270 4,769 3.5% 3.5% 677 0 0.0% Q2 2026 Jul 24, 2026
Harbor Group, Inc. History No change 54,102 4,754 0.56% 0.56% 678 0 0.0% Q2 2026 Jul 22, 2026
CERTUITY, LLC History No change 53,927 4,739 0.23% 0.23% 679 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL GROUP History No change 53,773 4,725 0.43% 0.43% 680 0 0.0% Q2 2026 Jul 16, 2026
Alpha Financial Partners LLC History No change 53,760 4,724 2.48% 2.48% 681 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 53,727 4,721 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 13, 2026
Bestgate Wealth Advisors, LLC History No change 53,698 4,718 7.52% 7.52% 683 0 0.0% Q2 2026 Jul 29, 2026
Compass Financial Group, Inc. History No change 53,133 4,669 1.97% 1.97% 684 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 53,049 4,661 0.04% 0.04% 685 0 0.0% Q2 2026 Jul 27, 2026
PKS Advisory Services, LLC History No change 53,030 4,660 0.74% 0.74% 686 0 0.0% Q2 2026 Aug 04, 2026
HF Advisory Group, LLC History No change 52,889 4,647 1.44% 1.44% 687 0 0.0% Q2 2026 Jul 08, 2026
McHugh Group, LLC History No change 52,685 4,629 2.37% 2.37% 688 0 0.0% Q2 2026 Jul 16, 2026
GeoWealth Management, LLC History No change 52,571 4,619 0.15% 0.15% 689 0 0.0% Q2 2026 Jul 30, 2026
Traynor Capital Management, Inc. History No change 52,518 4,615 0.21% 0.21% 690 0 0.0% Q2 2026 Jul 22, 2026
WEDBUSH SECURITIES INC History No change 52,331 4,599 0.12% 0.12% 691 0 0.0% Q2 2026 Jul 28, 2026
Imprint Wealth LLC History No change 52,271 4,593 18.65% 18.65% 692 0 0.0% Q2 2026 Aug 14, 2026
Emergent Wealth Advisors, LLC History No change 51,856 4,582 2.38% 2.38% 693 0 0.0% Q2 2026 Jul 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 51,899 4,560 0.22% 0.22% 694 0 0.0% Q2 2026 Jul 28, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 51,517 4,527 0.3% 0.3% 695 0 0.0% Q2 2026 Jul 20, 2026
Balentine LLC History No change 51,067 4,487 0.16% 0.16% 696 0 0.0% Q2 2026 Aug 06, 2026
Palatine Hill Wealth Management, LLC History No change 50,893 4,472 3.6% 3.6% 697 0 0.0% Q2 2026 Aug 07, 2026
Stratos Investment Management, LLC History No change 50,588 4,445 0.16% 0.16% 698 0 0.0% Q2 2026 Aug 11, 2026
RDA Financial Network History No change 50,563 4,443 0.97% 0.97% 699 0 0.0% Q2 2026 Jul 06, 2026
Robertson Stephens Wealth Management, LLC History No change 50,372 4,426 0.11% 0.11% 700 0 0.0% Q2 2026 Jul 29, 2026
Sanchez Gaunt Capital Management, LLC History No change 50,337 4,423 2.47% 2.47% 701 0 0.0% Q2 2026 Aug 14, 2026
Synergy Investment Management, LLC History No change 50,136 4,405 1.07% 1.07% 702 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 49,965 4,390 0.08% 0.08% 703 0 0.0% Q2 2026 Aug 07, 2026
Phillip James Consulting Co. History No change 49,913 4,386 2.93% 2.93% 704 0 0.0% Q2 2026 Jul 28, 2026
McNamara Financial Services, Inc. History No change 49,792 4,375 0.75% 0.75% 705 0 0.0% Q2 2026 Jul 22, 2026
MSH Capital Advisors LLC History No change 49,713 4,368 0.76% 0.76% 706 0 0.0% Q2 2026 Aug 10, 2026
CATALYST PRIVATE WEALTH, LLC History No change 49,489 4,349 2.1% 2.1% 707 0 0.0% Q2 2026 Jul 21, 2026
Trek Financial, LLC History No change 49,271 4,329 0.21% 0.21% 708 0 0.0% Q2 2026 Aug 13, 2026
ACT Advisors, LLC. History No change 48,719 4,281 1.42% 1.42% 709 0 0.0% Q2 2026 Jul 22, 2026
CAP Partners, LLC History No change 48,680 4,278 2.09% 2.09% 710 0 0.0% Q2 2026 Jul 30, 2026
Oregon Pacific Wealth Management, LLC History No change 48,632 4,273 4.01% 4.01% 711 0 0.0% Q2 2026 Jul 22, 2026
International Private Wealth Advisors LLC History No change 48,511 4,263 2.19% 2.19% 712 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 48,063 4,223 0.04% 0.04% 713 0 0.0% Q2 2026 Aug 03, 2026
Centennial Advisors, LLC History No change 47,649 4,187 4.99% 4.99% 714 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 47,450 4,169 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 11, 2026
Avantax Planning Partners, Inc. History No change 47,320 4,158 0.1% 0.1% 716 0 0.0% Q2 2026 Jul 28, 2026
PCB Capital LLC History No change 47,249 4,152 5.06% 5.06% 717 0 0.0% Q2 2026 Jul 20, 2026
Vectors Research Management, LLC History No change 47,187 4,146 1.08% 1.08% 718 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 47,105 4,139 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 13, 2026
ETF Store, Inc. History No change 46,521 4,088 3.42% 3.42% 720 0 0.0% Q2 2026 Jul 29, 2026
Gilbert & Cook, Inc. History No change 46,324 4,070 0.47% 0.47% 721 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 46,269 4,066 0.04% 0.04% 722 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 46,081 4,049 1.08% 1.08% 723 0 0.0% Q2 2026 Jul 23, 2026
Insight Advisors, LLC/ PA History No change 46,057 4,047 0.71% 0.71% 724 0 0.0% Q2 2026 Aug 05, 2026
STEVENS CAPITAL PARTNERS History No change 46,019 4,044 0.77% 0.77% 725 0 0.0% Q2 2026 Aug 07, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 45,772 4,022 0.59% 0.59% 726 0 0.0% Q2 2026 Jul 21, 2026
New Insight Wealth Advisors History No change 45,219 3,973 1.17% 1.17% 727 0 0.0% Q2 2026 Jul 27, 2026
Empowered Funds, LLC History No change 45,200 3,972 0.02% 0.02% 728 0 0.0% Q2 2026 Aug 14, 2026
Endurance Services Ltd History No change 45,200 3,972 0.61% 0.61% 729 0 0.0% Q2 2026 Aug 11, 2026
Jackson Wealth Management, LLC History No change 44,742 3,932 2.31% 2.31% 730 0 0.0% Q2 2026 Aug 20, 2026
SMART Wealth LLC History No change 44,687 3,927 0.85% 0.85% 731 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 44,621 3,916 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 44,507 3,911 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 14, 2026
Garden State Investment Advisory Services LLC History No change 44,115 3,876 0.7% 0.7% 734 0 0.0% Q2 2026 Aug 11, 2026
MBM WEALTH CONSULTANTS, LLC History No change 44,032 3,869 0.75% 0.75% 735 0 0.0% Q2 2026 Jul 24, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 43,984 3,865 1.35% 1.35% 736 0 0.0% Q2 2026 Jul 22, 2026
Secure Asset Management, LLC History No change 43,824 3,851 0.54% 0.54% 737 0 0.0% Q2 2026 Jul 15, 2026
Fiscal Wisdom Wealth Management, LLC History No change 43,783 3,847 3.26% 3.26% 738 0 0.0% Q2 2026 Jul 21, 2026
Wright Wealth LLC History No change 43,370 3,811 2.29% 2.29% 739 0 0.0% Q2 2026 Jul 29, 2026
Maple Capital Management, Inc. History No change 43,108 3,788 0.22% 0.22% 740 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History No change 42,839 3,769 0.05% 0.05% 741 0 0.0% Q2 2026 Jul 08, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 42,418 3,727 2.04% 2.04% 742 0 0.0% Q2 2026 Jul 20, 2026
Clarity Financial LLC History No change 42,059 3,696 0.31% 0.31% 743 0 0.0% Q2 2026 Jul 20, 2026
Renasant Bank History No change 41,962 3,687 2.37% 2.37% 744 0 0.0% Q2 2026 Aug 11, 2026
Vickerman Investment Advisors, Inc. History No change 41,439 3,641 0.71% 0.71% 745 0 0.0% Q2 2026 Aug 13, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 40,918 3,595 0.44% 0.44% 746 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 40,698 3,576 1.22% 1.22% 747 0 0.0% Q2 2026 Aug 17, 2026
Wagner Wealth Management, Corp History No change 40,594 3,567 2.88% 2.88% 748 0 0.0% Q2 2026 Aug 10, 2026
RMR Wealth Builders History No change 40,370 3,547 0.22% 0.22% 749 0 0.0% Q2 2026 Jul 24, 2026
Intrepid Financial Planning Group LLC History No change 40,283 3,540 1.2% 1.2% 750 0 0.0% Q2 2026 Aug 12, 2026
JSF Financial, LLC History No change 40,159 3,529 0.56% 0.56% 751 0 0.0% Q2 2026 Jul 28, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 40,127 3,526 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 10, 2026
Key Client Fiduciary Advisors, LLC History No change 39,644 3,483 1.0% 1.0% 753 0 0.0% Q2 2026 Jul 09, 2026
Csenge Advisory Group History No change 39,434 3,465 0.14% 0.14% 754 0 0.0% Q2 2026 Aug 10, 2026
Annex Advisory Services, LLC History No change 38,978 3,425 0.06% 0.06% 755 0 0.0% Q2 2026 Jul 10, 2026
USAdvisors Wealth Management, LLC History No change 38,911 3,419 0.98% 0.98% 756 0 0.0% Q2 2026 Jul 29, 2026
Range Advisory, LLC History No change 38,788 3,408 0.41% 0.41% 757 0 0.0% Q2 2026 Sep 02, 2026
Alliance Wealth Advisors, LLC /UT History No change 38,656 3,397 0.64% 0.64% 758 0 0.0% Q2 2026 Jul 23, 2026
Connecticut Wealth Management, LLC History No change 38,552 3,387 0.13% 0.13% 759 0 0.0% Q2 2026 Jul 29, 2026
Magnolia Private Wealth, LLC History No change 38,552 3,387 1.86% 1.86% 760 0 0.0% Q2 2026 Aug 05, 2026
Vivid Wealth Management, LLC History No change 38,253 3,361 1.18% 1.18% 761 0 0.0% Q2 2026 Jul 28, 2026
Private Advisory Group LLC History No change 38,107 3,348 0.18% 0.18% 762 0 0.0% Q2 2026 Aug 06, 2026
NOVUS ADVISORS, LLC History No change 38,097 3,347 6.98% 6.98% 763 0 0.0% Q2 2026 Jul 27, 2026
Hofer & Associates. Inc History No change 38,066 3,345 1.62% 1.62% 764 0 0.0% Q2 2026 Jul 21, 2026
WORLD EQUITY GROUP, INC. History No change 37,691 3,312 0.74% 0.74% 765 0 0.0% Q2 2026 Jul 09, 2026
Facet Wealth, Inc. History No change 37,653 3,308 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 37,615 3,305 0.6% 0.6% 767 0 0.0% Q2 2026 Jul 20, 2026
Waterfront Wealth Inc. History No change 37,202 3,305 0.51% 0.51% 768 0 0.0% Q2 2026 Jul 30, 2026
Corundum Group, Inc. History No change 37,204 3,269 0.97% 0.97% 769 0 0.0% Q2 2026 Aug 07, 2026
Corsicana & Co. History No change 37,177 3,267 1.58% 1.58% 770 0 0.0% Q2 2026 Jul 24, 2026
Resurgent Financial Advisors LLC History No change 37,161 3,265 0.91% 0.91% 771 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 36,840 3,237 0.39% 0.39% 772 0 0.0% Q2 2026 Jul 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 36,543 3,211 1.37% 1.37% 773 0 0.0% Q2 2026 Aug 07, 2026
Americana Partners, LLC History No change 36,494 3,207 0.07% 0.07% 774 0 0.0% Q2 2026 Aug 05, 2026
IFC & Insurance Marketing, Inc. History No change 36,487 3,206 2.82% 2.82% 775 0 0.0% Q2 2026 Jul 09, 2026
Fortitude Family Office, LLC History No change 36,479 3,205 0.62% 0.62% 776 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Strategic Capital Management, LLC History No change 36,224 3,183 1.58% 1.58% 777 0 0.0% Q2 2026 Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 36,219 3,182 1.3% 1.3% 778 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Family Advisors, LLC History No change 36,204 3,181 1.33% 1.33% 779 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation & Management Company, LLC History No change 36,130 3,175 1.03% 1.03% 780 0 0.0% Q2 2026 Jul 15, 2026
Cooper Financial Group History Added to 35,369 3,174 0.25% 0.24% 781 +2,941 9.07% Q3 2026 Oct 07, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 35,980 3,161 0.48% 0.48% 782 0 0.0% Q2 2026 Jul 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 35,872 3,152 0.71% 0.71% 783 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Wealth Advisors, LLC History No change 35,704 3,137 0.4% 0.4% 784 0 0.0% Q2 2026 Jul 15, 2026
Elevation Wealth Management LLC History No change 35,632 3,131 2.34% 2.34% 785 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 35,608 3,129 0.01% 0.01% 786 0 0.0% Q2 2026 Sep 23, 2026
Aspen Wealth Strategies, LLC History No change 35,468 3,116 1.51% 1.51% 787 0 0.0% Q2 2026 Aug 07, 2026
TriCert Investment Counsel Inc. History No change 35,373 3,108 0.29% 0.29% 788 0 0.0% Q2 2026 Aug 10, 2026
Arista Wealth Management, LLC History No change 35,309 3,102 0.33% 0.33% 789 0 0.0% Q2 2026 Jul 08, 2026
M Holdings Securities, Inc. History No change 35,412 3,085 0.42% 0.42% 790 0 0.0% Q2 2026 Aug 11, 2026
Wescott Financial Advisory Group, LLC History No change 35,074 3,082 0.24% 0.24% 791 0 0.0% Q2 2026 Aug 04, 2026
Worth Financial Advisory Group, LLC History No change 35,080 3,082 1.28% 1.28% 792 0 0.0% Q2 2026 Jul 30, 2026
Caitlin John, LLC History No change 34,753 3,054 1.67% 1.67% 793 0 0.0% Q2 2026 Aug 17, 2026
Westover Capital Advisors, LLC History No change 34,647 3,044 0.51% 0.51% 794 0 0.0% Q2 2026 Aug 04, 2026
Schneider Downs Wealth Management Advisors, LP History No change 34,566 3,037 0.29% 0.29% 795 0 0.0% Q2 2026 Aug 05, 2026
LifeWealth Investments, LLC History No change 34,487 3,030 0.81% 0.81% 796 0 0.0% Q2 2026 Jul 16, 2026
Prosperity Consulting Group, LLC History No change 34,465 3,028 0.11% 0.11% 797 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 34,302 3,014 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 11, 2026
Global Assets Advisory, LLC History No change 34,223 3,010 0.66% 0.66% 799 0 0.0% Q2 2026 Jul 27, 2026
Pitti Group Wealth Management, LLC History No change 34,236 3,008 2.19% 2.19% 800 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 34,128 2,999 0.78% 0.78% 801 0 0.0% Q2 2026 Jul 20, 2026
HRT FINANCIAL LP History No change 34,082 2,995 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History No change 34,028 2,990 0.13% 0.13% 803 0 0.0% Q2 2026 Jul 20, 2026
MidFirst Bank History No change 33,986 2,986 0.21% 0.21% 804 0 0.0% Q2 2026 Aug 07, 2026
NORDEN GROUP LLC History No change 33,976 2,985 0.24% 0.24% 805 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 33,950 2,983 0.24% 0.24% 806 0 0.0% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History No change 33,910 2,980 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 07, 2026
Brookwood Investment Group LLC History No change 33,770 2,967 0.33% 0.33% 808 0 0.0% Q2 2026 Jul 23, 2026
Key Capital Management, INC History No change 33,523 2,946 1.52% 1.52% 809 0 0.0% Q2 2026 Jul 27, 2026
Main Street Financial Solutions, LLC History No change 33,411 2,936 0.19% 0.19% 810 0 0.0% Q2 2026 Aug 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 33,292 2,925 0.28% 0.28% 811 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 33,163 2,914 0.15% 0.15% 812 0 0.0% Q2 2026 Jul 28, 2026
Midwest Financial Network, LLC History No change 32,724 2,875 1.96% 1.96% 813 0 0.0% Q2 2026 Jul 07, 2026
Squarepoint Ops LLC History No change 32,669 2,870 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 14, 2026
Gould Capital, LLC History No change 32,657 2,869 1.6% 1.6% 815 0 0.0% Q2 2026 Aug 07, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 32,272 2,836 0.38% 0.38% 816 0 0.0% Q2 2026 Jul 20, 2026
Sigma Planning Corp History No change 32,043 2,815 0.07% 0.07% 817 0 0.0% Q2 2026 Aug 07, 2026
American Investment Services, Inc. History No change 32,000 2,812 0.59% 0.59% 818 0 0.0% Q2 2026 Aug 12, 2026
Realta Investment Advisors History No change 31,992 2,811 0.87% 0.87% 819 0 0.0% Q2 2026 Jul 20, 2026
Integrity Wealth Solutions LLC History No change 31,980 2,810 1.04% 1.04% 820 0 0.0% Q2 2026 Jul 30, 2026
Financial Planning Navigators CORP History No change 31,899 2,803 1.05% 1.05% 821 0 0.0% Q2 2026 Jul 28, 2026
Indivisible Partners History No change 31,685 2,784 0.16% 0.16% 822 0 0.0% Q2 2026 Aug 04, 2026
Empirical Asset Management, LLC History No change 31,231 2,744 0.62% 0.62% 823 0 0.0% Q2 2026 Aug 10, 2026
HORAN Wealth, LLC History No change 31,039 2,727 0.34% 0.34% 824 0 0.0% Q2 2026 Aug 26, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 30,898 2,715 0.67% 0.67% 825 0 0.0% Q2 2026 Jul 10, 2026
One Capital Management, LLC History No change 35,262 2,699 0.08% 0.08% 826 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Concepts, LLC History No change 30,439 2,674 0.8% 0.8% 827 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 30,659 2,673 0.2% 0.2% 828 0 0.0% Q2 2026 Jul 29, 2026
Seal Cove Capital, LLC History No change 30,370 2,668 2.05% 2.05% 829 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 30,262 2,659 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 03, 2026
Strategic Wealth Partners, Ltd. History No change 30,231 2,656 0.16% 0.16% 831 0 0.0% Q2 2026 Aug 12, 2026
Frisco Financial Planning LLC History Reduced 29,479 2,646 2.06% 1.97% 833 -211 -0.71% Q3 2026 Oct 05, 2026
Retirement Planning Group, LLC History No change 30,115 2,646 0.07% 0.07% 832 0 0.0% Q2 2026 Aug 05, 2026
Sharkey, Howes & Javer History No change 30,077 2,643 0.32% 0.32% 834 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 29,979 2,636 0.01% 0.01% 835 0 0.0% Q2 2026 Aug 14, 2026
Schrum Private Wealth Management LLC History No change 38,552 2,629 2.7% 2.7% 836 0 0.0% Q2 2026 Aug 10, 2026
Narus Financial Partners, LLC History No change 29,904 2,627 0.67% 0.67% 837 0 0.0% Q2 2026 Jul 31, 2026
My Personal CFO, LLC History No change 29,656 2,606 1.02% 1.02% 838 0 0.0% Q2 2026 Jul 21, 2026
Outlook Wealth Advisors, LLC History No change 29,453 2,596 0.56% 0.56% 839 0 0.0% Q2 2026 Aug 03, 2026
Ethic Inc. History No change 29,547 2,596 0.03% 0.03% 840 0 0.0% Q2 2026 Jul 29, 2026
Riggs Asset Managment Co. Inc. History No change 29,403 2,583 0.46% 0.46% 841 0 0.0% Q2 2026 Jul 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 29,380 2,581 0.49% 0.49% 842 0 0.0% Q2 2026 Aug 06, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 29,333 2,577 0.32% 0.32% 843 0 0.0% Q2 2026 Jul 20, 2026
Cascade Financial Partners, LLC History No change 29,324 2,577 0.22% 0.22% 844 0 0.0% Q2 2026 Aug 04, 2026
Inspire Advisors, LLC History No change 29,299 2,574 0.18% 0.18% 845 0 0.0% Q2 2026 Aug 13, 2026
Investment Management Trust, LLC History No change 29,147 2,561 2.3% 2.3% 846 0 0.0% Q2 2026 Aug 11, 2026
LexAurum Advisors, LLC History No change 29,069 2,554 0.29% 0.29% 847 0 0.0% Q2 2026 Jul 15, 2026
United Advisor Group, LLC History No change 28,949 2,544 0.27% 0.27% 848 0 0.0% Q2 2026 Jul 29, 2026
Nemes Rush Group LLC History No change 28,443 2,499 0.21% 0.21% 849 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Equity Management History No change 28,313 2,488 1.82% 1.82% 850 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Management, LLC History No change 28,310 2,487 0.85% 0.85% 851 0 0.0% Q2 2026 Jul 07, 2026
Barnes Wealth Management Group, Inc History No change 28,303 2,487 1.15% 1.15% 852 0 0.0% Q2 2026 Jul 24, 2026
October Effect Ltd History No change 28,091 2,468 2.32% 2.32% 853 0 0.0% Q2 2026 Jul 21, 2026
Koshinski Asset Management, Inc. History No change 28,048 2,464 0.13% 0.13% 854 0 0.0% Q2 2026 Jul 27, 2026
J. M. Brown & Associates Inc. History No change 27,994 2,460 1.41% 1.41% 855 0 0.0% Q2 2026 Jul 23, 2026
Orion Capital Management LLC History No change 27,856 2,447 0.76% 0.76% 856 0 0.0% Q2 2026 Aug 17, 2026
Prospect Financial Services LLC History No change 27,762 2,439 1.24% 1.24% 857 0 0.0% Q2 2026 Aug 06, 2026
Inscription Capital, LLC History No change 27,674 2,431 0.22% 0.22% 858 0 0.0% Q2 2026 Aug 13, 2026
First Nebraska Trust Co History No change 27,660 2,430 0.2% 0.2% 859 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 27,636 2,428 0.09% 0.09% 860 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 27,523 2,418 0.05% 0.05% 861 0 0.0% Q2 2026 Jul 22, 2026
Stratos Wealth Advisors, LLC History No change 27,505 2,417 0.13% 0.13% 862 0 0.0% Q2 2026 Aug 11, 2026
WEALTHGARDEN F.S. LLC History No change 27,488 2,415 1.37% 1.37% 863 0 0.0% Q2 2026 Jul 31, 2026
Evanson Financial, LLC History No change 27,436 2,411 0.12% 0.12% 864 0 0.0% Q2 2026 Jul 07, 2026
Boulder Wealth Advisors, LLC History No change 27,231 2,393 0.87% 0.87% 865 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 27,184 2,388 0.03% 0.03% 866 0 0.0% Q2 2026 Aug 05, 2026
Aspen Wealth Management LLC History No change 27,103 2,381 0.4% 0.4% 867 0 0.0% Q2 2026 Jul 31, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 26,979 2,370 1.74% 1.74% 868 0 0.0% Q2 2026 Jul 28, 2026
Mezzasalma Advisors, LLC History No change 26,880 2,362 0.47% 0.47% 869 0 0.0% Q2 2026 Aug 10, 2026
SENTINEL PENSION ADVISORS, LLC History No change 26,974 2,359 0.31% 0.31% 870 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 26,608 2,338 0.03% 0.03% 871 0 0.0% Q2 2026 Jul 20, 2026
WealthShield Partners, LLC History No change 26,589 2,336 0.36% 0.36% 872 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 26,498 2,328 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 12, 2026
Root Financial Partners, LLC History No change 26,295 2,310 0.09% 0.09% 874 0 0.0% Q2 2026 Jul 29, 2026
Teamwork Financial Advisors, LLC History No change 26,172 2,299 0.21% 0.21% 875 0 0.0% Q2 2026 Jul 08, 2026
Holistic Financial Partners History No change 25,989 2,283 1.4% 1.4% 876 0 0.0% Q2 2026 Jul 23, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 25,952 2,280 0.75% 0.75% 877 0 0.0% Q2 2026 Jul 16, 2026
Blue Edge Capital, LLC History No change 25,911 2,277 0.27% 0.27% 878 0 0.0% Q2 2026 Aug 14, 2026
Stegent Equity Advisors, Inc. History No change 25,910 2,276 1.63% 1.63% 879 0 0.0% Q2 2026 Jul 29, 2026
TrueWealth Advisors, LLC History No change 25,786 2,266 0.51% 0.51% 880 0 0.0% Q2 2026 Jul 08, 2026
VCI Wealth Management LLC History No change 25,718 2,260 0.57% 0.57% 881 0 0.0% Q2 2026 Aug 04, 2026
Acorn Wealth Advisors, LLC History No change 25,695 2,258 0.55% 0.55% 882 0 0.0% Q2 2026 Jul 30, 2026
Pinion Investment Advisors, LLC History No change 25,669 2,255 0.43% 0.43% 883 0 0.0% Q2 2026 Aug 06, 2026
CARDIFF PARK ADVISORS, LLC History No change 25,513 2,242 0.17% 0.17% 884 0 0.0% Q2 2026 Aug 14, 2026
SFM, LLC History No change 25,432 2,234 1.15% 1.15% 885 0 0.0% Q2 2026 Jul 07, 2026
Fulcrum Capital LLC History No change 25,338 2,226 0.45% 0.45% 886 0 0.0% Q2 2026 Jul 20, 2026
VISTA INVESTMENT MANAGEMENT History No change 25,081 2,204 0.66% 0.66% 887 0 0.0% Q2 2026 Aug 12, 2026
Rooted Wealth Advisors, Inc. History No change 25,070 2,203 0.54% 0.54% 888 0 0.0% Q2 2026 Jul 28, 2026
Advisor Resource Council History No change 24,810 2,193 0.62% 0.62% 889 0 0.0% Q2 2026 Jul 28, 2026
Global Endowment Management, LP History No change 24,926 2,191 0.22% 0.22% 890 0 0.0% Q2 2026 Aug 14, 2026
Redwood Financial Network Corp History No change 24,821 2,181 1.21% 1.21% 891 0 0.0% Q2 2026 Aug 07, 2026
SHAKER INVESTMENTS LLC/OH History No change 24,757 2,175 0.78% 0.78% 892 0 0.0% Q2 2026 Jul 15, 2026
RIA Advisory Group LLC History No change 24,648 2,166 0.47% 0.47% 893 0 0.0% Q2 2026 Jul 23, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 24,611 2,162 0.18% 0.18% 894 0 0.0% Q2 2026 Aug 05, 2026
Ranch Capital Advisors Inc. History No change 24,466 2,150 0.68% 0.68% 895 0 0.0% Q2 2026 Aug 03, 2026
Spire Wealth Management History No change 24,366 2,141 0.06% 0.06% 896 0 0.0% Q2 2026 Jul 15, 2026
ZEGA Investments, LLC History No change 24,357 2,140 0.22% 0.22% 897 0 0.0% Q2 2026 Jul 31, 2026
Alteri Wealth LLC History No change 24,360 2,140 0.59% 0.59% 898 0 0.0% Q2 2026 Jul 29, 2026
Raab & Moskowitz Asset Management LLC History No change 24,283 2,133 0.43% 0.43% 899 0 0.0% Q2 2026 Jul 28, 2026
SIG BROKERAGE, LP History No change 24,000 2,109 0.04% 0.04% 900 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 23,932 2,103 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 13, 2026
Goodman Financial Corp History No change 23,925 2,102 0.32% 0.32% 902 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 23,856 2,096 0.02% 0.02% 903 0 0.0% Q2 2026 Jul 28, 2026
MFG WEALTH MANAGEMENT, INC. History No change 23,856 2,096 1.5% 1.5% 904 0 0.0% Q2 2026 Jul 08, 2026
Treasure Coast Financial Planning History No change 23,693 2,082 1.02% 1.02% 905 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 23,533 2,068 0.65% 0.65% 906 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 23,389 2,055 0.15% 0.15% 907 0 0.0% Q2 2026 Jul 06, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 23,298 2,047 0.11% 0.11% 908 0 0.0% Q2 2026 Jul 27, 2026
Callan Family Office, LLC History No change 23,181 2,037 0.04% 0.04% 909 0 0.0% Q2 2026 Aug 11, 2026
Triton Financial Group Inc History No change 23,020 2,022 1.16% 1.16% 910 0 0.0% Q2 2026 Aug 17, 2026
Concord Wealth Partners History No change 23,015 2,022 0.23% 0.23% 911 0 0.0% Q2 2026 Jul 27, 2026
HARMONY ASSET MANAGEMENT LLC History No change 22,986 2,020 0.54% 0.54% 912 0 0.0% Q2 2026 Jul 20, 2026
UPTICK PARTNERS, LLC History No change 22,779 2,001 0.31% 0.31% 913 0 0.0% Q2 2026 Aug 10, 2026
FORONJY FINANCIAL LLC History No change 22,376 1,966 0.72% 0.72% 914 0 0.0% Q2 2026 Jul 23, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 21,742 1,951 1.84% 1.72% 915 +2,505 13.02% Q3 2026 Oct 07, 2026
Strong Retirement Solutions LLC History Added to 21,599 1,938 1.09% 0.82% 916 +6,117 39.51% Q3 2026 Oct 07, 2026
Fermata Advisors, LLC History No change 21,952 1,929 0.39% 0.39% 917 0 0.0% Q2 2026 Jul 07, 2026
APS Management Group, Inc. History No change 21,893 1,923 1.48% 1.48% 918 0 0.0% Q2 2026 Jul 10, 2026
Peck Wealth Management, LLC History No change 21,885 1,923 1.62% 1.62% 919 0 0.0% Q2 2026 Jul 31, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 21,750 1,911 0.51% 0.51% 920 0 0.0% Q2 2026 Jul 09, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 21,756 1,911 1.34% 1.34% 921 0 0.0% Q2 2026 Aug 11, 2026
INVESTED ADVISORS History No change 21,724 1,909 1.69% 1.69% 922 0 0.0% Q2 2026 Aug 04, 2026
Prosperity Financial Group, Inc. History No change 21,722 1,908 0.59% 0.59% 923 0 0.0% Q2 2026 Jul 28, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 21,565 1,895 0.1% 0.1% 924 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 21,486 1,888 0.1% 0.1% 925 0 0.0% Q2 2026 Jul 31, 2026
Selby Wealth Management, LLC History No change 21,470 1,886 0.67% 0.67% 926 0 0.0% Q2 2026 Jul 09, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 21,374 1,878 0.44% 0.44% 927 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 21,062 1,862 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 21,026 1,847 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 15, 2026
GK Wealth Management LLC History No change 21,019 1,847 0.97% 0.97% 930 0 0.0% Q2 2026 Jul 07, 2026
Wealth Group Ltd History Reduced 20,342 1,843 0.34% 0.34% 931 -19 -0.09% Q3 2026 Oct 07, 2026
BRIGHTON JONES LLC History No change 20,943 1,840 0.03% 0.03% 932 0 0.0% Q2 2026 Aug 11, 2026
Mendel Money Management History No change 20,889 1,835 0.67% 0.67% 933 0 0.0% Q2 2026 Jul 30, 2026
Town Capital LLC History No change 20,784 1,826 1.16% 1.16% 934 0 0.0% Q2 2026 Jul 27, 2026
Concord Asset Management, LLC/VA History No change 20,782 1,826 0.28% 0.28% 935 0 0.0% Q2 2026 Jul 27, 2026
Hartford Financial Management Inc. History No change 20,625 1,812 0.4% 0.4% 936 0 0.0% Q2 2026 Jul 23, 2026
CULLEN INVESTMENT GROUP, LTD. History No change 20,614 1,811 0.22% 0.22% 937 0 0.0% Q2 2026 Jul 09, 2026
Wilkins Miller Wealth Management, LLC History No change 20,542 1,805 0.99% 0.99% 938 0 0.0% Q2 2026 Jul 21, 2026
Legacy Edge Advisors, LLC History No change 20,352 1,788 0.16% 0.16% 939 0 0.0% Q2 2026 Aug 11, 2026
Collier Financial History No change 20,188 1,774 1.21% 1.21% 940 0 0.0% Q2 2026 Jul 30, 2026
GoalVest Advisory LLC History Reduced 19,690 1,767 0.31% 0.33% 942 -403 -2.01% Q3 2026 Oct 02, 2026
Great Lakes Retirement, Inc. History No change 20,111 1,767 0.16% 0.16% 941 0 0.0% Q2 2026 Jul 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 19,987 1,756 0.02% 0.02% 943 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 37,138 1,754 0.03% 0.03% 944 0 0.0% Q2 2026 Aug 14, 2026
Landmark Wealth Management, LLC History No change 19,833 1,742 0.42% 0.42% 945 0 0.0% Q2 2026 Aug 10, 2026
Orgel Wealth Management, LLC History No change 19,735 1,734 0.03% 0.03% 946 0 0.0% Q2 2026 Jul 13, 2026
Keystone Wealth Services, LLC History No change 19,720 1,732 0.32% 0.32% 947 0 0.0% Q2 2026 Aug 05, 2026
Trivant Custom Portfolio Group, LLC History No change 19,667 1,730 0.92% 0.92% 948 0 0.0% Q2 2026 Jul 27, 2026
FLP Wealth Management, LLC History No change 19,533 1,716 3.05% 3.05% 949 0 0.0% Q2 2026 Jul 28, 2026
Ruggiero Investments, Inc. History No change 19,489 1,712 1.44% 1.44% 950 0 0.0% Q2 2026 Aug 14, 2026
Richard W. Paul & Associates, LLC History No change 19,408 1,705 0.52% 0.52% 951 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 19,378 1,702 0.17% 0.17% 952 0 0.0% Q2 2026 Jul 29, 2026
SMITH, MOORE & CO. History No change 19,353 1,700 0.11% 0.11% 953 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 19,290 1,695 0.01% 0.01% 954 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 19,202 1,687 0.23% 0.23% 955 0 0.0% Q2 2026 Aug 13, 2026
Storen Legacy Partners, LLC History No change 19,148 1,682 0.46% 0.46% 956 0 0.0% Q2 2026 Jul 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 19,048 1,673 0.01% 0.01% 957 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 19,042 1,673 0.17% 0.17% 958 0 0.0% Q2 2026 Aug 12, 2026
Stirlingshire Investments, Inc. History No change 18,988 1,668 1.24% 1.24% 959 0 0.0% Q2 2026 Jul 31, 2026
Quest 10 Wealth Builders, Inc. History No change 18,794 1,651 1.28% 1.28% 960 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 18,755 1,648 0.01% 0.01% 961 0 0.0% Q2 2026 Sep 23, 2026
EverSource Wealth Advisors, LLC History No change 18,614 1,635 0.06% 0.06% 962 0 0.0% Q2 2026 Jul 24, 2026
Bright Futures Wealth Management, LLC. History No change 18,592 1,633 1.05% 1.05% 963 0 0.0% Q2 2026 Jul 24, 2026
Kathmere Capital Management, LLC History No change 18,556 1,630 0.09% 0.09% 964 0 0.0% Q2 2026 Jul 29, 2026
Redhawk Wealth Advisors, Inc. History No change 18,485 1,624 0.16% 0.16% 965 0 0.0% Q2 2026 Jul 09, 2026
WealthPlan Investment Management, LLC History No change 18,358 1,613 0.08% 0.08% 966 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 18,039 1,585 0.12% 0.12% 967 0 0.0% Q2 2026 Sep 15, 2026
PACIFIC FINANCIAL GROUP INC History No change 18,015 1,583 0.76% 0.76% 968 0 0.0% Q2 2026 Aug 13, 2026
Orin Green Financial, LLC History No change 17,911 1,574 0.58% 0.58% 969 0 0.0% Q2 2026 Jul 13, 2026
Cherry Tree Wealth Management, LLC History No change 17,880 1,571 0.3% 0.3% 970 0 0.0% Q2 2026 Sep 15, 2026
Shared Vision Wealth Group LLC History No change 17,862 1,569 0.54% 0.54% 971 0 0.0% Q2 2026 Jul 31, 2026
Flagship Private Wealth, LLC History No change 17,707 1,556 0.55% 0.55% 972 0 0.0% Q2 2026 Aug 04, 2026
WATERSHED PRIVATE WEALTH LLC History No change 17,698 1,555 0.44% 0.44% 973 0 0.0% Q2 2026 Jul 17, 2026
Axiom Financial Strategies, LLC History No change 17,677 1,553 0.49% 0.49% 974 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 17,576 1,544 0.02% 0.02% 975 0 0.0% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History No change 17,515 1,539 0.07% 0.07% 976 0 0.0% Q2 2026 Jul 24, 2026
Sequent Planning LLC History No change 17,482 1,536 0.33% 0.33% 977 0 0.0% Q2 2026 Aug 14, 2026
Bensler, LLC History No change 17,362 1,525 0.13% 0.13% 978 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 17,299 1,520 0.1% 0.1% 979 0 0.0% Q2 2026 Jul 30, 2026
Wallace Advisory Group, LLC History No change 17,193 1,510 1.42% 1.42% 980 0 0.0% Q2 2026 Aug 03, 2026
Clear Point Advisors Inc. History No change 17,172 1,509 1.34% 1.34% 981 0 0.0% Q2 2026 Jul 28, 2026
Ciovacco Capital Management LLC History No change 17,149 1,507 0.67% 0.67% 982 0 0.0% Q2 2026 Aug 07, 2026
FSA Advisors, Inc. History No change 17,029 1,496 0.69% 0.69% 983 0 0.0% Q2 2026 Aug 17, 2026
StoneX Group Inc. History No change 16,966 1,490 0.06% 0.06% 984 0 0.0% Q2 2026 Aug 12, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 16,852 1,480 0.04% 0.04% 985 0 0.0% Q2 2026 Aug 05, 2026
tru Independence LLC History No change 16,834 1,479 0.65% 0.65% 986 0 0.0% Q2 2026 Aug 10, 2026
Kingdom Financial Group LLC. History No change 16,836 1,479 0.38% 0.38% 987 0 0.0% Q2 2026 Aug 07, 2026
BLUE JEAN FINANCIAL LLC History No change 16,784 1,474 1.03% 1.03% 988 0 0.0% Q2 2026 Jul 24, 2026
THOMPSON DAVIS & CO., INC. History No change 16,575 1,456 0.87% 0.87% 989 0 0.0% Q2 2026 Jul 29, 2026
W.H. Cornerstone Investments Inc. History No change 16,504 1,450 0.82% 0.82% 990 0 0.0% Q2 2026 Aug 07, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 16,478 1,448 0.7% 0.7% 991 0 0.0% Q2 2026 Jul 08, 2026
Millennium Capital Advisors, LLC History No change 16,349 1,436 0.78% 0.78% 992 0 0.0% Q2 2026 Jul 28, 2026
WELLINGTON-ALTUS USA INC. History No change 18,692 1,430 1.02% 1.02% 993 0 0.0% Q2 2026 Sep 17, 2026
Pinnacle Financial Partners, Inc. History No change 16,065 1,411 0.01% 0.01% 994 0 0.0% Q2 2026 Aug 14, 2026
TLWM History No change 16,031 1,408 0.23% 0.23% 995 0 0.0% Q2 2026 Jul 07, 2026
Verdence Capital Advisors LLC History No change 15,897 1,397 0.07% 0.07% 996 0 0.0% Q2 2026 Jul 29, 2026
Stewardship Advisors, LLC History No change 15,843 1,392 0.29% 0.29% 997 0 0.0% Q2 2026 Jul 20, 2026
SYKON CAPITAL LLC History No change 15,744 1,383 0.43% 0.43% 998 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 15,705 1,380 0.14% 0.14% 999 0 0.0% Q2 2026 Jul 16, 2026
Retirement Planning Co of New England, Inc. History No change 15,708 1,380 0.5% 0.5% 1000 0 0.0% Q2 2026 Jul 30, 2026
Alamar Capital Management, LLC History No change 15,700 1,379 0.7% 0.7% 1001 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Trust Department History No change 15,635 1,374 0.32% 0.32% 1002 0 0.0% Q2 2026 Jul 28, 2026
Gallagher Fiduciary Advisors, LLC History No change 15,623 1,372 0.05% 0.05% 1003 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 15,505 1,362 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 04, 2026
LongView Wealth Management History No change 15,502 1,362 0.35% 0.35% 1005 0 0.0% Q2 2026 Jul 17, 2026
Nicholas Wealth, LLC. History No change 15,453 1,358 0.74% 0.74% 1006 0 0.0% Q2 2026 Jul 24, 2026
Weaver Consulting Group History Added to 15,120 1,357 0.26% 0.24% 1007 +1,680 12.5% Q3 2026 Oct 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 15,486 1,354 0.19% 0.19% 1008 0 0.0% Q2 2026 Aug 06, 2026
Asio Capital, LLC History No change 15,230 1,338 0.17% 0.17% 1009 0 0.0% Q2 2026 Jul 17, 2026
Ellenbecker Investment Group History No change 15,200 1,335 0.16% 0.16% 1010 0 0.0% Q2 2026 Jul 27, 2026
Wall Street Financial Group, Inc. History No change 15,094 1,326 0.71% 0.71% 1011 0 0.0% Q2 2026 Jul 13, 2026
Kachkovsky & Fisher, Inc. History No change 14,980 1,316 1.27% 1.27% 1012 0 0.0% Q2 2026 Sep 08, 2026
Gotham Asset Management, LLC History No change 14,937 1,312 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 14, 2026
Summit Investment Advisory Services, LLC History No change 14,889 1,308 0.33% 0.33% 1014 0 0.0% Q2 2026 Jul 24, 2026
Quadcap Wealth Management, LLC History No change 14,689 1,290 0.13% 0.13% 1015 0 0.0% Q2 2026 Jul 31, 2026
Allworth Financial LP History No change 14,654 1,287 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 11, 2026
Onyx Bridge Wealth Group LLC History No change 14,548 1,278 0.12% 0.12% 1017 0 0.0% Q2 2026 Jul 23, 2026
LOM Asset Management Ltd History No change 14,500 1,274 0.33% 0.33% 1018 0 0.0% Q2 2026 Aug 04, 2026
MBE Wealth Management, LLC History No change 14,463 1,271 0.45% 0.45% 1019 0 0.0% Q2 2026 Jul 24, 2026
WealthCare Investment Partners, LLC History No change 14,462 1,270 0.31% 0.31% 1020 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 14,398 1,265 0.0% 0.0% 1021 0 0.0% Q2 2026 Jul 28, 2026
PGIM Custom Harvest LLC History No change 14,398 1,265 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 13, 2026
Fingerlakes Wealth Management, Inc. History No change 14,373 1,263 0.68% 0.68% 1023 0 0.0% Q2 2026 Jul 23, 2026
Professional Financial Advisors, LLC History No change 14,370 1,262 0.22% 0.22% 1024 0 0.0% Q2 2026 Jul 09, 2026
Brooklyn FI, LLC History No change 14,285 1,256 0.23% 0.23% 1025 0 0.0% Q2 2026 Aug 04, 2026
Orographic Financial Advisors, LLC History No change 13,815 1,256 0.83% 0.83% 1026 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 14,016 1,242 0.12% 0.12% 1027 0 0.0% Q2 2026 Jul 14, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 14,063 1,235 0.23% 0.23% 1028 0 0.0% Q2 2026 Jul 13, 2026
Embree Financial Group History No change 14,010 1,231 0.12% 0.12% 1029 0 0.0% Q2 2026 Jul 15, 2026
REGIMEN WEALTH, LLC History No change 13,929 1,224 0.33% 0.33% 1030 0 0.0% Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History No change 13,872 1,219 0.05% 0.05% 1031 0 0.0% Q2 2026 Aug 13, 2026
4WEALTH ADVISORS, INC. History No change 13,945 1,215 0.93% 0.93% 1032 0 0.0% Q2 2026 Jul 17, 2026
Ayalon Insurance Comp Ltd. History Reduced 13,500 1,212 0.1% 0.17% 1033 -2,160 -13.79% Q3 2026 Oct 08, 2026
Estate Counselors, LLC History No change 13,666 1,200 0.1% 0.1% 1034 0 0.0% Q2 2026 Aug 07, 2026
Strategic Investment Advisors / MI History No change 13,652 1,199 0.07% 0.07% 1035 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 13,606 1,195 0.02% 0.02% 1036 0 0.0% Q2 2026 Aug 05, 2026
G&S Capital LLC History No change 13,493 1,185 0.34% 0.34% 1037 0 0.0% Q2 2026 Jul 10, 2026
Cornerstone Planning Group LLC History No change 13,453 1,183 0.15% 0.15% 1038 0 0.0% Q2 2026 Jul 29, 2026
Rockwood Wealth Management, LLC History No change 13,376 1,175 0.07% 0.07% 1039 0 0.0% Q2 2026 Jul 13, 2026
Serenus Wealth Advisors, LLC History No change 13,355 1,173 0.2% 0.2% 1040 0 0.0% Q2 2026 Aug 05, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 13,330 1,171 0.14% 0.14% 1041 0 0.0% Q2 2026 Aug 14, 2026
Smith Asset Management Co., LLC History No change 13,001 1,142 0.9% 0.9% 1042 0 0.0% Q2 2026 Jul 14, 2026
Mason Investment Advisory Services, Inc. History No change 12,988 1,141 0.04% 0.04% 1043 0 0.0% Q2 2026 Aug 13, 2026
PCA Investment Advisory Services Inc. History No change 12,970 1,139 0.32% 0.32% 1044 0 0.0% Q2 2026 Jul 27, 2026
Whelan Financial History No change 12,918 1,135 0.31% 0.31% 1045 0 0.0% Q2 2026 Jul 24, 2026
A4 Wealth Advisors LLC History No change 12,847 1,129 0.75% 0.75% 1046 0 0.0% Q2 2026 Jul 28, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 12,575 1,128 0.22% 0.23% 1047 +31 0.25% Q3 2026 Oct 05, 2026
Stokes Family Office, LLC History No change 12,712 1,117 0.13% 0.13% 1048 0 0.0% Q2 2026 Aug 11, 2026
Community Bank, N.A. History No change 12,670 1,113 0.12% 0.12% 1049 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 12,592 1,106 0.11% 0.11% 1050 0 0.0% Q2 2026 Aug 14, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 12,546 1,102 0.18% 0.18% 1051 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 12,537 1,101 0.12% 0.12% 1052 0 0.0% Q2 2026 Jul 10, 2026
360 Financial, Inc. History No change 12,347 1,085 0.28% 0.28% 1053 0 0.0% Q2 2026 Aug 11, 2026
LEIGH BALDWIN & CO., LLC History No change 12,329 1,083 0.58% 0.58% 1054 0 0.0% Q2 2026 Aug 13, 2026
Montgomery Financial Services LLC History No change 12,313 1,082 0.94% 0.94% 1055 0 0.0% Q2 2026 Aug 12, 2026
Athena Wealth Management, LLC History No change 12,237 1,075 0.8% 0.8% 1056 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 13,956 1,068 0.04% 0.04% 1057 0 0.0% Q2 2026 Jul 09, 2026
Confluence Wealth Services, Inc. History No change 12,159 1,068 0.03% 0.03% 1058 0 0.0% Q2 2026 Jul 22, 2026
FFG Partners, LLC History No change 12,151 1,067 0.3% 0.3% 1059 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisors, LLC History No change 12,129 1,065 0.01% 0.01% 1060 0 0.0% Q2 2026 Aug 06, 2026
Asset One Wealth Management LLC History No change 11,969 1,063 0.11% 0.11% 1061 0 0.0% Q2 2026 Aug 13, 2026
Schorn Wealth LLC History No change 12,075 1,061 0.28% 0.28% 1062 0 0.0% Q2 2026 Jul 31, 2026
Five Oceans Advisors History No change 12,052 1,059 0.34% 0.34% 1063 0 0.0% Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History No change 12,075 1,059 0.0% 0.0% 1064 0 0.0% Q2 2026 Jul 27, 2026
Beckerman Institutional, LLC History No change 11,958 1,050 0.5% 0.5% 1065 0 0.0% Q2 2026 Aug 11, 2026
McMill Wealth Management History No change 9,521 1,038 0.25% 0.25% 1066 0 0.0% Q2 2026 Aug 17, 2026
DEUTSCHE BANK AG\ History No change 11,807 1,037 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 07, 2026
Delta Wealth Advisors LLC History No change 11,802 1,037 0.74% 0.74% 1068 0 0.0% Q2 2026 Jul 14, 2026
Next Level Wealth Planning, LLC History No change 11,696 1,027 0.45% 0.45% 1069 0 0.0% Q2 2026 Jul 30, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 11,650 1,023 0.1% 0.1% 1070 0 0.0% Q2 2026 Jul 28, 2026
Mallini Complete Financial Planning LLC History New 11,368 1,020 0.71% — 1071 +11,368 New Q3 2026 Oct 06, 2026
AMJ Financial Wealth Management History No change 13,305 1,018 0.24% 0.24% 1072 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 11,568 1,016 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 06, 2026
PlanVest Financial, Inc History No change 11,519 1,012 0.68% 0.68% 1074 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 13,168 1,007 0.13% 0.13% 1075 0 0.0% Q2 2026 Aug 05, 2026
POM Investment Strategies, LLC History No change 11,432 1,004 1.14% 1.14% 1076 0 0.0% Q2 2026 Jul 30, 2026
Carmel Capital Partners, LLC History No change 11,329 995 0.33% 0.33% 1077 0 0.0% Q2 2026 Jul 29, 2026
Avior Wealth Management, LLC History No change 11,289 992 0.03% 0.03% 1078 0 0.0% Q2 2026 Jul 07, 2026
KPP Advisory Services LLC History No change 11,265 989 0.13% 0.13% 1079 0 0.0% Q2 2026 Jul 24, 2026
Troutman Wealth Management, LLC History No change 11,244 988 0.76% 0.76% 1080 0 0.0% Q2 2026 Aug 13, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 11,174 981 1.5% 1.5% 1081 0 0.0% Q2 2026 Jul 16, 2026
Conservest Capital Advisors, Inc. History No change 11,154 980 0.08% 0.08% 1082 0 0.0% Q2 2026 Jul 22, 2026
COMMERCE BANK History No change 11,010 967 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 12, 2026
Exit Wealth Advisors, LLC. History No change 10,996 966 0.44% 0.44% 1084 0 0.0% Q2 2026 Aug 11, 2026
Emerald Advisors, LLC History No change 10,987 965 0.12% 0.12% 1085 0 0.0% Q2 2026 Jul 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 10,898 957 0.02% 0.02% 1086 0 0.0% Q2 2026 Jul 14, 2026
Evernest Financial Advisors, LLC History No change 10,766 946 0.2% 0.2% 1087 0 0.0% Q2 2026 Aug 05, 2026
Cottage Street Advisors LLC History No change 10,762 945 0.37% 0.37% 1088 0 0.0% Q2 2026 Jul 20, 2026
SeaCrest Wealth Management, LLC History No change 10,728 942 0.1% 0.1% 1089 0 0.0% Q2 2026 Jul 09, 2026
Kelsey Financial, LLC History No change 10,724 942 0.71% 0.71% 1090 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 10,717 941 0.15% 0.15% 1091 0 0.0% Q2 2026 Jul 24, 2026
Ascension Capital Advisors, Inc. History No change 10,689 939 0.26% 0.26% 1092 0 0.0% Q2 2026 Jul 27, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 10,422 935 0.6% 0.61% 1093 -30 -0.29% Q3 2026 Oct 07, 2026
Global X Japan Co., Ltd. History No change 10,628 933 0.03% 0.03% 1094 0 0.0% Q2 2026 Jul 14, 2026
Chemistry Wealth Management LLC History No change 10,607 932 0.15% 0.15% 1095 0 0.0% Q2 2026 Jul 09, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 10,524 924 0.48% 0.48% 1096 0 0.0% Q2 2026 Jul 28, 2026
Reliant Investment Partners, LLC History No change 10,494 922 0.63% 0.63% 1097 0 0.0% Q2 2026 Aug 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 10,459 919 0.02% 0.02% 1098 0 0.0% Q2 2026 Jul 17, 2026
Taylor Securities Services, Inc. History No change 10,466 919 0.37% 0.37% 1099 0 0.0% Q2 2026 Aug 13, 2026
MATAURO, LLC History No change 10,438 917 0.12% 0.12% 1100 0 0.0% Q2 2026 Jul 21, 2026
Fifth Third Wealth Advisors LLC History No change 10,422 915 0.03% 0.03% 1101 0 0.0% Q2 2026 Jul 17, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 10,389 912 0.5% 0.5% 1102 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 10,323 907 0.73% 0.73% 1103 0 0.0% Q2 2026 Jul 15, 2026
Transce3nd, LLC History No change 10,203 906 7.99% 7.99% 1104 0 0.0% Q2 2026 Jul 24, 2026
Sound Financial Strategies Group, LLC History No change 10,279 903 0.57% 0.57% 1105 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 10,244 900 0.05% 0.05% 1106 0 0.0% Q2 2026 Aug 04, 2026
Hughes Financial Services, LLC History No change 10,225 898 0.12% 0.12% 1107 0 0.0% Q2 2026 Jul 20, 2026
ROMAN BUTLER FULLERTON & CO History No change 10,168 896 0.21% 0.21% 1108 0 0.0% Q2 2026 Aug 06, 2026
Vermillion & White Wealth Management Group, LLC History No change 10,125 889 0.45% 0.45% 1109 0 0.0% Q2 2026 Aug 18, 2026
Hemenway Trust Co LLC History No change 10,085 886 0.06% 0.06% 1110 0 0.0% Q2 2026 Aug 10, 2026
LWM Advisory Services, LLC History No change 10,052 883 1.58% 1.58% 1111 0 0.0% Q2 2026 Aug 03, 2026
Gross & Hartman Investments LLC History No change 10,038 882 0.39% 0.39% 1112 0 0.0% Q2 2026 Aug 13, 2026
Eaton-Cambridge Inc. History No change 10,043 882 0.25% 0.25% 1113 0 0.0% Q2 2026 Jul 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,974 876 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 23, 2026
Abundance Wealth Counselors History No change 9,972 876 0.06% 0.06% 1115 0 0.0% Q2 2026 Jul 23, 2026
SIMON QUICK ADVISORS, LLC History No change 9,942 873 0.04% 0.04% 1116 0 0.0% Q2 2026 Jul 28, 2026
Breachway Investments LLC History No change 9,888 868 1.31% 1.31% 1117 0 0.0% Q2 2026 Jul 13, 2026
Unify Financial Advisors History No change 9,886 868 0.8% 0.8% 1118 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 9,834 864 0.01% 0.01% 1119 0 0.0% Q2 2026 Aug 07, 2026
CPC Advisors, LLC History No change 9,833 864 0.12% 0.12% 1120 0 0.0% Q2 2026 Jul 24, 2026
RB Capital Management, LLC History No change 9,803 861 0.17% 0.17% 1121 0 0.0% Q2 2026 Aug 17, 2026
Sargent Investment Group, LLC History No change 9,780 859 0.1% 0.1% 1122 0 0.0% Q2 2026 Aug 11, 2026
Trilogy Capital Inc. History No change 9,652 848 0.03% 0.03% 1123 0 0.0% Q2 2026 Jul 02, 2026
SHP Wealth Management History No change 9,625 845 0.06% 0.06% 1124 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 9,576 841 0.14% 0.14% 1125 0 0.0% Q2 2026 Jul 23, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 9,579 841 0.08% 0.08% 1126 0 0.0% Q2 2026 Jul 29, 2026
Financial Network Wealth Advisors LLC History No change 9,553 839 0.85% 0.85% 1127 0 0.0% Q2 2026 Jul 29, 2026
Liberty Atlantic Advisors LLC History No change 9,554 839 0.6% 0.6% 1128 0 0.0% Q2 2026 Jul 21, 2026
Sankala Group LLC History No change 9,257 836 0.56% 0.56% 1129 0 0.0% Q2 2026 Aug 18, 2026
Sensible Money, LLC History No change 9,513 835 0.22% 0.22% 1130 0 0.0% Q2 2026 Jul 30, 2026
Investments & Financial Planning, LLC History No change 9,482 833 0.39% 0.39% 1131 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 9,478 832 0.0% 0.0% 1132 0 0.0% Q2 2026 Jul 24, 2026
FreeGulliver LLC History No change 9,429 828 0.29% 0.29% 1133 0 0.0% Q2 2026 Aug 11, 2026
William Mack & Associates, Inc. History No change 9,423 828 0.29% 0.29% 1134 0 0.0% Q2 2026 Jul 10, 2026
Pioneer Family Office, LLC History No change 9,410 826 0.43% 0.43% 1135 0 0.0% Q2 2026 Jul 27, 2026
VISIONARY HORIZONS, LLC History No change 9,396 825 0.34% 0.34% 1136 0 0.0% Q2 2026 Jul 16, 2026
Targeted Financial Services LLC History No change 9,376 823 0.61% 0.61% 1137 0 0.0% Q2 2026 Jul 16, 2026
Wellment Financial History No change 9,371 823 0.94% 0.94% 1138 0 0.0% Q2 2026 Jul 23, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 9,362 822 0.54% 0.54% 1139 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 9,309 818 0.13% 0.13% 1140 0 0.0% Q2 2026 Jul 24, 2026
Acropolis Investment Management, LLC History No change 9,293 816 0.03% 0.03% 1141 0 0.0% Q2 2026 Jul 16, 2026
Three Seasons Wealth, LLC History No change 9,273 814 0.07% 0.07% 1142 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 9,245 812 0.07% 0.07% 1143 0 0.0% Q2 2026 Jul 07, 2026
Optimist Retirement Group LLC History No change 9,268 812 0.31% 0.31% 1144 0 0.0% Q2 2026 Aug 10, 2026
IMA Advisory Services, Inc. History No change 9,126 801 0.05% 0.05% 1145 0 0.0% Q2 2026 Aug 10, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 9,121 801 0.21% 0.21% 1146 0 0.0% Q2 2026 Jul 27, 2026
American Money Management, LLC History No change 9,111 800 0.11% 0.11% 1147 0 0.0% Q2 2026 Aug 13, 2026
Summit Global Investments History No change 9,076 798 0.04% 0.04% 1148 0 0.0% Q2 2026 Aug 03, 2026
Shira Ridge Wealth Management History No change 9,075 797 0.28% 0.28% 1149 0 0.0% Q2 2026 Jul 09, 2026
Cranbrook Wealth Management, LLC History No change 9,061 796 0.15% 0.15% 1150 0 0.0% Q2 2026 Aug 06, 2026
Laurel Wealth Advisors LLC History No change 9,058 796 0.08% 0.08% 1151 0 0.0% Q2 2026 Jul 17, 2026
SteelPeak Wealth, LLC History No change 9,040 794 0.02% 0.02% 1152 0 0.0% Q2 2026 Jul 13, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 9,024 793 0.15% 0.15% 1153 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 8,986 789 0.06% 0.06% 1154 0 0.0% Q2 2026 Jul 24, 2026
Edgestream Partners, L.P. History No change 8,966 787 0.02% 0.02% 1155 0 0.0% Q2 2026 Aug 11, 2026
Chris Bulman Inc History No change 8,833 776 0.28% 0.28% 1156 0 0.0% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History No change 8,802 773 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 8,739 767 0.02% 0.02% 1158 0 0.0% Q2 2026 Jul 08, 2026
Southland Equity Partners LLC History No change 8,730 767 0.13% 0.13% 1159 0 0.0% Q2 2026 Jul 13, 2026
Two West Capital Advisors LLC History No change 8,781 767 0.38% 0.38% 1160 0 0.0% Q2 2026 Jul 22, 2026
CORRADO ADVISORS, LLC History No change 8,720 766 0.35% 0.35% 1161 0 0.0% Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History No change 8,651 760 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 06, 2026
Mission Creek Capital Partners, Inc. History No change 8,653 760 0.13% 0.13% 1163 0 0.0% Q2 2026 Aug 14, 2026
Copley Financial Group, Inc. History No change 8,642 759 0.46% 0.46% 1164 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 8,567 752 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 03, 2026
OBSIDIAN CIO, LLC History No change 8,452 742 0.55% 0.55% 1166 0 0.0% Q2 2026 Aug 03, 2026
Joel Adams & Associates, Inc. History No change 8,379 736 0.47% 0.47% 1167 0 0.0% Q2 2026 Aug 06, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 8,374 735 0.11% 0.11% 1168 0 0.0% Q2 2026 Jul 20, 2026
Destiny Capital Corp/CO History No change 8,323 731 0.34% 0.34% 1169 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial Consulting LLC History No change 8,328 731 0.5% 0.5% 1170 0 0.0% Q2 2026 Aug 06, 2026
Altrius Capital Management Inc History No change 8,278 727 0.14% 0.14% 1171 0 0.0% Q2 2026 Aug 13, 2026
Waterway Wealth Management, LLC History No change 8,273 727 0.15% 0.15% 1172 0 0.0% Q2 2026 Jul 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 8,268 726 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 8,125 721 0.02% 0.02% 1174 0 0.0% Q2 2026 Jul 13, 2026
Legacy Wealth Partners, LLC History No change 8,212 721 0.16% 0.16% 1175 0 0.0% Q2 2026 Jul 22, 2026
Advisors Capital Management, LLC History No change 8,131 714 0.01% 0.01% 1176 0 0.0% Q2 2026 Aug 11, 2026
Mach-1 Financial Group, LLC History No change 8,111 712 0.28% 0.28% 1177 0 0.0% Q2 2026 Jul 29, 2026
Wayfinding Financial, LLC History No change 8,086 710 0.27% 0.27% 1178 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 8,061 708 0.01% 0.01% 1179 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Union Bankshares Corp History No change 7,995 702 0.01% 0.01% 1180 0 0.0% Q2 2026 Aug 11, 2026
Crew Capital Management, Ltd History No change 7,993 702 0.38% 0.38% 1181 0 0.0% Q2 2026 Aug 03, 2026
Jacobi Capital Management LLC History No change 7,914 695 0.03% 0.03% 1182 0 0.0% Q2 2026 Jul 31, 2026
LANE BROTHERS & CO INC History No change 7,852 690 0.45% 0.45% 1183 0 0.0% Q2 2026 Aug 05, 2026
Madison Wealth Partners, Inc History No change 7,782 683 0.09% 0.09% 1184 0 0.0% Q2 2026 Aug 12, 2026
Opulen Financial Group LLC History No change 7,780 683 0.43% 0.43% 1185 0 0.0% Q2 2026 Jul 27, 2026
Precision Wealth Strategies, LLC History No change 7,770 682 0.21% 0.21% 1186 0 0.0% Q2 2026 Aug 10, 2026
Drucker Wealth 3.0, LLC History No change 7,744 680 0.11% 0.11% 1187 0 0.0% Q2 2026 Jul 13, 2026
ROCKLAND TRUST CO History Added to 7,566 679 0.03% 0.03% 1188 +179 2.42% Q3 2026 Oct 05, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 7,731 679 0.0% 0.0% 1189 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 7,731 679 0.06% 0.06% 1190 0 0.0% Q2 2026 Jul 16, 2026
THREADGILL FINANCIAL, LLC History No change 7,694 676 0.28% 0.28% 1191 0 0.0% Q2 2026 Jul 08, 2026
Urban Wealth Management, LLC History No change 7,595 667 0.58% 0.58% 1192 0 0.0% Q2 2026 Jul 23, 2026
Curbstone Financial Management Corp History No change 7,588 666 0.11% 0.11% 1193 0 0.0% Q2 2026 Jul 14, 2026
Crewe Advisors LLC History No change 7,589 666 0.05% 0.05% 1194 0 0.0% Q2 2026 Jul 23, 2026
ASPIRIANT, LLC History No change 7,577 665 0.02% 0.02% 1195 0 0.0% Q2 2026 Jul 20, 2026
Western Financial Corp/CA History No change 7,563 664 0.19% 0.19% 1196 0 0.0% Q2 2026 Jul 22, 2026
AssuredPartners Investment Advisors, LLC History No change 7,560 664 0.06% 0.06% 1197 0 0.0% Q2 2026 Aug 10, 2026
MY Wealth Management Inc. History No change 7,551 663 0.47% 0.47% 1198 0 0.0% Q2 2026 Aug 07, 2026
Raleigh Capital Management Inc. History No change 7,531 661 0.21% 0.21% 1199 0 0.0% Q2 2026 Jul 21, 2026
Jefferies Financial Group Inc. History No change 7,462 655 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 17, 2026
Kovack Advisors, Inc. History No change 7,438 653 0.03% 0.03% 1201 0 0.0% Q2 2026 Jul 28, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 7,401 650 0.16% 0.16% 1202 0 0.0% Q2 2026 Jul 09, 2026
SouthState Bank Corp History No change 7,352 646 0.03% 0.03% 1203 0 0.0% Q2 2026 Aug 06, 2026
Defender Capital, LLC. History No change 7,200 646 0.2% 0.21% 1204 0 0.0% Q3 2026 Oct 01, 2026
PROTECTIVE LIFE CORP History No change 7,326 643 4.59% 4.59% 1205 0 0.0% Q2 2026 Aug 14, 2026
Expressive Wealth LLC History No change 7,326 643 0.61% 0.61% 1206 0 0.0% Q2 2026 Aug 11, 2026
Manske Wealth Management History No change 7,320 643 0.16% 0.16% 1207 0 0.0% Q2 2026 Aug 03, 2026
Claro Advisors Inc. History No change 7,310 642 0.07% 0.07% 1208 0 0.0% Q2 2026 Jul 30, 2026
Accredited Investors Inc. History No change 7,304 641 0.03% 0.03% 1209 0 0.0% Q2 2026 Jul 21, 2026
Lee Financial Co History No change 7,276 639 0.08% 0.08% 1210 0 0.0% Q2 2026 Jul 22, 2026
Cornell Pochily Investment Advisors, Inc. History No change 7,230 635 0.17% 0.17% 1211 0 0.0% Q2 2026 Jul 15, 2026
Premier Private Wealth Management LLC History No change 7,181 631 0.55% 0.55% 1212 0 0.0% Q2 2026 Aug 13, 2026
Presper Financial Architects, LLC History No change 7,148 628 0.33% 0.33% 1213 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Group LLC History No change 7,137 627 0.07% 0.07% 1214 0 0.0% Q2 2026 Aug 05, 2026
Provident Wealth Management, LLC History No change 7,132 626 0.16% 0.16% 1215 0 0.0% Q2 2026 Aug 04, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 7,129 626 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 03, 2026
M&T BANK CORP History No change 6,996 614 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 6,981 613 0.0% 0.0% 1218 0 0.0% Q2 2026 Jul 29, 2026
Portland Financial Advisors Inc History No change 6,971 612 1.12% 1.12% 1219 0 0.0% Q2 2026 Aug 10, 2026
CULBERTSON A N & CO INC History No change 6,900 606 0.07% 0.07% 1220 0 0.0% Q2 2026 Jul 29, 2026
Fortis Capital Advisors, LLC History No change 6,854 602 0.07% 0.07% 1221 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Wealth Management, LLC History No change 6,849 601 0.09% 0.09% 1222 0 0.0% Q2 2026 Jul 30, 2026
Relyea Zuckerberg Hanson LLC History No change 6,837 600 0.05% 0.05% 1223 0 0.0% Q2 2026 Jul 16, 2026
Tarbox Family Office, Inc. History No change 6,818 599 0.09% 0.09% 1224 0 0.0% Q2 2026 Aug 03, 2026
Plante Moran Financial Advisors, LLC History No change 6,808 598 0.03% 0.03% 1225 0 0.0% Q2 2026 Aug 06, 2026
Quartz Partners, LLC History No change 6,807 598 0.2% 0.2% 1226 0 0.0% Q2 2026 Aug 10, 2026
BAM Wealth Management, LLC History No change 6,773 595 0.37% 0.37% 1227 0 0.0% Q2 2026 Jul 14, 2026
Castleview Partners, LLC History No change 6,713 589 0.26% 0.26% 1228 0 0.0% Q2 2026 Jul 20, 2026
Forvis Mazars Wealth Advisors, LLC History No change 6,632 582 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 10, 2026
Paladin Advisory Group, LLC History No change 6,618 581 0.39% 0.39% 1230 0 0.0% Q2 2026 Jul 28, 2026
Fortis Advisors, LLC History No change 6,609 580 0.27% 0.27% 1231 0 0.0% Q2 2026 Aug 13, 2026
Bernardo Wealth Planning LLC History No change 6,598 579 0.1% 0.1% 1232 0 0.0% Q2 2026 Jul 27, 2026
Beta Wealth Group, Inc. History No change 6,583 578 0.22% 0.22% 1233 0 0.0% Q2 2026 Jul 24, 2026
Lantern Wealth Advisors, LLC History No change 6,580 578 0.26% 0.26% 1234 0 0.0% Q2 2026 Jul 28, 2026
PEAK FINANCIAL ADVISORS LLC History No change 6,547 575 0.24% 0.24% 1235 0 0.0% Q2 2026 Jul 17, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 6,446 566 0.05% 0.05% 1236 0 0.0% Q2 2026 Jul 28, 2026
Trail Ridge Investment Advisors, LLC History No change 6,422 564 0.24% 0.24% 1237 0 0.0% Q2 2026 Aug 13, 2026
Lavaca Capital LLC History No change 6,412 563 0.06% 0.06% 1238 0 0.0% Q2 2026 Aug 14, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 6,358 558 0.22% 0.22% 1239 0 0.0% Q2 2026 Jul 30, 2026
KINTRA WEALTH, LLC History No change 6,087 557 0.03% 0.03% 1240 0 0.0% Q2 2026 Aug 14, 2026
Retirement Management Systems Inc. History No change 6,323 555 0.11% 0.11% 1241 0 0.0% Q2 2026 Jul 21, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 6,300 553 0.01% 0.01% 1242 0 0.0% Q2 2026 Aug 14, 2026
PFG Private Wealth Management, LLC History No change 6,260 550 0.24% 0.24% 1243 0 0.0% Q2 2026 Jul 23, 2026
WASHINGTON TRUST Co History No change 6,252 549 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 03, 2026
Nikulski Financial, Inc. History No change 6,201 544 0.12% 0.12% 1245 0 0.0% Q2 2026 Jul 28, 2026
Matrix Trust Co History Reduced 6,035 542 0.08% 0.17% 1248 -7,536 -55.53% Q3 2026 Oct 07, 2026
Northstar Group, Inc. History No change 6,175 542 0.07% 0.07% 1246 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 6,170 542 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 6,151 540 0.09% 0.09% 1249 0 0.0% Q2 2026 Jul 20, 2026
Destiny Wealth Partners, LLC History No change 6,136 539 0.08% 0.08% 1250 0 0.0% Q2 2026 Aug 07, 2026
Trust Co of the South History No change 6,079 534 0.08% 0.08% 1251 0 0.0% Q2 2026 Jul 01, 2026
Meeder Advisory Services, Inc. History No change 6,070 533 0.02% 0.02% 1252 0 0.0% Q2 2026 Aug 07, 2026
MJP ASSOCIATES INC /ADV History No change 6,062 532 0.06% 0.06% 1253 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 6,044 531 0.03% 0.03% 1254 0 0.0% Q2 2026 Aug 11, 2026
Cedar Wealth Management, LLC History No change 6,040 530 0.14% 0.14% 1255 0 0.0% Q2 2026 Aug 12, 2026
SigFig Wealth Management, LLC History Added to 5,852 525 0.01% 0.01% 1256 +814 16.16% Q3 2026 Oct 07, 2026
Flower City Capital History No change 5,974 524 0.23% 0.23% 1257 0 0.0% Q2 2026 Jul 07, 2026
Liberty Capital Management, Inc. History No change 5,954 523 0.09% 0.09% 1258 0 0.0% Q2 2026 Jul 17, 2026
Laurel Wealth Planning LLC History No change 5,941 522 0.23% 0.23% 1259 0 0.0% Q2 2026 Jul 30, 2026
Graetz Wealth LLC History No change 5,935 521 0.42% 0.42% 1260 0 0.0% Q2 2026 Aug 13, 2026
Wilson & Boucher Capital Management, LLC History No change 5,900 518 0.3% 0.3% 1261 0 0.0% Q2 2026 Aug 18, 2026
Newport Capital Group, LLC History No change 5,890 517 0.29% 0.29% 1262 0 0.0% Q2 2026 Jul 21, 2026
Councilor Wealth, LLC History No change 5,876 516 0.21% 0.21% 1263 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Group, LLC History No change 5,864 515 0.04% 0.04% 1264 0 0.0% Q2 2026 Aug 10, 2026
Freestone Capital Holdings, LLC History No change 5,850 514 0.01% 0.01% 1265 0 0.0% Q2 2026 Jul 31, 2026
Buska Wealth Management, LLC History Added to 5,711 512 0.18% 0.16% 1266 +773 15.65% Q3 2026 Oct 07, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 5,627 505 0.04% 0.04% 1267 0 0.0% Q3 2026 Oct 06, 2026
EJMK Ventures LLC History No change 5,701 501 0.23% 0.23% 1268 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 5,685 499 0.07% 0.07% 1269 0 0.0% Q2 2026 Jul 27, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 5,657 497 0.02% 0.02% 1270 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,603 492 0.02% 0.02% 1271 0 0.0% Q2 2026 Jul 21, 2026
Prosperitas Financial LLC History No change 5,600 492 0.16% 0.16% 1272 0 0.0% Q2 2026 Aug 19, 2026
Patten Group, Inc. History No change 5,583 490 0.08% 0.08% 1273 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 5,583 490 0.02% 0.02% 1274 0 0.0% Q2 2026 Aug 04, 2026
TPG Financial Advisors, LLC History No change 5,575 489 0.15% 0.15% 1275 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 5,550 487 0.01% 0.01% 1276 0 0.0% Q2 2026 Jul 29, 2026
POTENTIA WEALTH History No change 5,524 485 0.2% 0.2% 1277 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 5,539 482 0.03% 0.03% 1278 0 0.0% Q2 2026 Jul 14, 2026
Modus Advisors, LLC History No change 5,463 480 0.12% 0.12% 1279 0 0.0% Q2 2026 Aug 03, 2026
Ironwood Financial, llc History No change 5,443 479 0.07% 0.07% 1280 0 0.0% Q2 2026 Jul 17, 2026
Revisor Wealth Management LLC History No change 5,448 478 0.11% 0.11% 1281 0 0.0% Q2 2026 Jul 21, 2026
SEI INVESTMENTS CO History No change 5,417 476 0.0% 0.0% 1282 0 0.0% Q2 2026 Aug 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 5,403 474 0.29% 0.29% 1283 0 0.0% Q2 2026 Jul 28, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 91,970 470 0.18% 0.18% 1284 0 0.0% Q2 2026 Aug 10, 2026
CWA Asset Management Group, LLC History No change 5,311 466 0.01% 0.01% 1285 0 0.0% Q2 2026 Jul 14, 2026
Canvas Wealth Advisors, LLC History No change 5,307 466 0.07% 0.07% 1286 0 0.0% Q2 2026 Jul 10, 2026
Approach Retirement Advisors, LLC History No change 5,304 466 0.34% 0.34% 1287 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 5,168 463 0.12% 0.08% 1288 +1,653 47.03% Q3 2026 Oct 02, 2026
Laraway Financial Advisors Inc History No change 5,267 462 0.28% 0.28% 1289 0 0.0% Q2 2026 Aug 03, 2026
Leverty Financial Group, LLC History No change 5,266 462 0.09% 0.09% 1290 0 0.0% Q2 2026 Jul 10, 2026
Hardy Reed LLC History No change 5,206 457 0.03% 0.03% 1291 0 0.0% Q2 2026 Aug 03, 2026
NorthCoast Asset Management LLC History No change 5,163 453 0.01% 0.01% 1292 0 0.0% Q2 2026 Aug 12, 2026
Synergy Asset Management, LLC History No change 5,166 453 0.04% 0.04% 1293 0 0.0% Q2 2026 Jul 22, 2026
Helium Advisors LLC History No change 5,158 453 0.38% 0.38% 1294 0 0.0% Q2 2026 Aug 11, 2026
Colonial River Investments, LLC History No change 5,150 452 0.13% 0.13% 1295 0 0.0% Q2 2026 Jul 24, 2026
Traveka Wealth, LLC History No change 5,134 451 0.15% 0.15% 1296 0 0.0% Q2 2026 Jul 21, 2026
Mystic Asset Management, Inc. History No change 5,120 449 0.1% 0.1% 1297 0 0.0% Q2 2026 Aug 11, 2026
TCP Asset Management, LLC History No change 5,112 449 0.05% 0.05% 1298 0 0.0% Q2 2026 Jul 15, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 5,094 447 0.06% 0.06% 1299 0 0.0% Q2 2026 Aug 14, 2026
FOSTER & MOTLEY INC History No change 5,059 445 0.02% 0.02% 1300 0 0.0% Q2 2026 Aug 07, 2026
ROMANO BROTHERS AND COMPANY History No change 5,039 442 0.04% 0.04% 1301 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 5,020 441 0.0% 0.0% 1302 0 0.0% Q2 2026 Aug 12, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 5,000 439 0.02% 0.02% 1303 0 0.0% Q2 2026 Jul 16, 2026
Diligent Investors, LLC History No change 5,000 439 0.1% 0.1% 1304 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Wealth LLC History No change 5,004 439 0.04% 0.04% 1305 0 0.0% Q2 2026 Aug 11, 2026
Heartwood Wealth Advisors LLC History Added to 4,883 438 0.03% 0.03% 1306 +7 0.14% Q3 2026 Oct 05, 2026
Santori & Peters, Inc. History No change 4,984 437 0.12% 0.12% 1307 0 0.0% Q2 2026 Jul 24, 2026
ABNER HERRMAN & BROCK LLC History No change 4,950 435 0.04% 0.04% 1308 0 0.0% Q2 2026 Jul 08, 2026
Old Port Advisors History No change 4,880 428 0.08% 0.08% 1309 0 0.0% Q2 2026 Jul 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,809 422 0.01% 0.01% 1310 0 0.0% Q2 2026 Jul 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 4,806 422 0.04% 0.04% 1311 0 0.0% Q2 2026 Jul 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 4,792 421 0.0% 0.0% 1312 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 4,779 419 0.0% 0.0% 1313 0 0.0% Q2 2026 Aug 03, 2026
AJ Advisors, LLC History No change 4,755 417 0.13% 0.13% 1314 0 0.0% Q2 2026 Jul 23, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 4,740 416 0.07% 0.07% 1315 0 0.0% Q2 2026 Jul 15, 2026
Deane Retirement Strategies, Inc. History No change 4,723 415 0.18% 0.18% 1316 0 0.0% Q2 2026 Jul 08, 2026
Element Wealth, LLC History No change 4,712 414 0.16% 0.16% 1317 0 0.0% Q2 2026 Aug 14, 2026
James J. Burns & Company, LLC History No change 4,716 414 0.04% 0.04% 1318 0 0.0% Q2 2026 Aug 06, 2026
Mainsail Financial Group, LLC History No change 4,701 413 0.14% 0.14% 1319 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIENT ADVISORS LLC History No change 4,690 412 0.06% 0.06% 1320 0 0.0% Q2 2026 Aug 07, 2026
Rayburn West Financial Services LLC History No change 4,678 411 0.23% 0.23% 1321 0 0.0% Q2 2026 Aug 07, 2026
Widmann Financial Services, Inc. History No change 4,670 410 0.22% 0.22% 1322 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 4,626 406 0.01% 0.01% 1323 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 4,618 405 0.22% 0.22% 1324 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 4,587 403 0.01% 0.01% 1325 0 0.0% Q2 2026 Aug 12, 2026
Atomic Invest LLC History No change 4,626 403 0.04% 0.04% 1326 0 0.0% Q2 2026 Sep 25, 2026
Frisch Financial Group, Inc. History No change 4,582 402 0.07% 0.07% 1327 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 4,565 401 0.02% 0.02% 1328 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,572 401 0.03% 0.03% 1329 0 0.0% Q2 2026 Jul 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 4,572 401 0.07% 0.07% 1330 0 0.0% Q2 2026 Aug 10, 2026
GUIDANCE CAPITAL, INC History No change 4,524 399 0.09% 0.09% 1331 0 0.0% Q2 2026 Jul 20, 2026
CIBC Asset Management Inc History No change 4,532 398 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 03, 2026
Essex Financial Services, Inc. History No change 4,511 396 0.02% 0.02% 1333 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Advisors, LLC History No change 4,516 396 0.04% 0.04% 1334 0 0.0% Q2 2026 Aug 14, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 4,498 394 0.05% 0.05% 1335 0 0.0% Q2 2026 Jul 07, 2026
Hurley Capital, LLC History No change 4,446 390 0.2% 0.2% 1336 0 0.0% Q2 2026 Aug 10, 2026
Networth Advisors, LLC History No change 4,441 390 0.23% 0.23% 1337 0 0.0% Q2 2026 Jul 22, 2026
BCGM Wealth Management, LLC History No change 4,414 387 0.08% 0.08% 1338 0 0.0% Q2 2026 Aug 04, 2026
Vision Retirement, LLC History No change 4,410 387 0.09% 0.09% 1339 0 0.0% Q2 2026 Jul 21, 2026
Howard Capital Management Group, LLC History No change 4,396 386 0.02% 0.02% 1340 0 0.0% Q2 2026 Jul 16, 2026
Cerro Pacific Wealth Advisors LLC History No change 4,377 384 0.09% 0.09% 1341 0 0.0% Q2 2026 Jul 15, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 4,372 384 0.16% 0.16% 1342 0 0.0% Q2 2026 Jul 16, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 4,360 383 0.07% 0.07% 1343 0 0.0% Q2 2026 Aug 14, 2026
Kesler, Norman & Wride, LLC History No change 4,314 379 0.06% 0.06% 1344 0 0.0% Q2 2026 Jul 23, 2026
Ignite Planners, LLC History No change 4,315 379 0.05% 0.05% 1345 0 0.0% Q2 2026 Jul 23, 2026
Robinhood Asset Management, LLC History No change 4,321 379 0.02% 0.02% 1346 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 4,291 377 0.0% 0.0% 1347 0 0.0% Q2 2026 Aug 13, 2026
CRUX WEALTH ADVISORS History No change 4,298 377 0.13% 0.13% 1348 0 0.0% Q2 2026 Jul 21, 2026
Milestone Asset Management Group, LLC History No change 4,281 376 0.19% 0.19% 1349 0 0.0% Q2 2026 Jul 30, 2026
Huntleigh Advisors, Inc. History No change 4,254 373 0.05% 0.05% 1350 0 0.0% Q2 2026 Aug 04, 2026
Orange Investment Advisors, Inc. History No change 4,217 370 0.04% 0.04% 1351 0 0.0% Q2 2026 Jul 21, 2026
Vigilare Wealth Management History No change 4,192 368 0.11% 0.11% 1352 0 0.0% Q2 2026 Jul 06, 2026
Platform Technology Partners History No change 4,197 368 0.06% 0.06% 1353 0 0.0% Q2 2026 Jul 24, 2026
SMI Advisory Services, LLC History No change 4,118 364 0.06% 0.06% 1354 0 0.0% Q2 2026 Jul 09, 2026
Global Wealth Management Investment Advisory, Inc. History No change 4,153 364 0.05% 0.05% 1355 0 0.0% Q2 2026 Jul 29, 2026
Plan A Wealth LLC History No change 4,145 364 0.15% 0.15% 1356 0 0.0% Q2 2026 Jul 14, 2026
Successful Portfolios LLC History No change 4,089 362 0.17% 0.17% 1357 0 0.0% Q2 2026 Jul 14, 2026
Centric Wealth Management History No change 4,287 362 0.06% 0.06% 1358 0 0.0% Q2 2026 Aug 06, 2026
Schulz Wealth, LTD. History No change 4,127 362 0.19% 0.19% 1359 0 0.0% Q2 2026 Aug 26, 2026
Global Trust Asset Management, LLC History No change 4,093 359 0.11% 0.11% 1360 0 0.0% Q2 2026 Aug 03, 2026
Certified Advisory Corp History No change 4,092 359 0.03% 0.03% 1361 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 4,083 358 0.16% 0.16% 1362 0 0.0% Q2 2026 Jul 30, 2026
PFG Investments, LLC History No change 4,073 357 0.01% 0.01% 1363 0 0.0% Q2 2026 Jul 23, 2026
Opus Capital Group, LLC History No change 4,035 355 0.03% 0.03% 1364 0 0.0% Q2 2026 Jul 31, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 4,032 354 0.1% 0.1% 1365 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 4,009 352 0.01% 0.01% 1366 0 0.0% Q2 2026 Jul 22, 2026
AMARA FINANCIAL, LLC. History No change 4,006 352 0.21% 0.21% 1367 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,991 351 0.0% 0.0% 1368 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 3,986 350 0.03% 0.03% 1369 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 3,976 349 0.02% 0.02% 1370 0 0.0% Q2 2026 Jul 10, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 3,963 348 0.04% 0.04% 1371 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 3,947 346 0.0% 0.0% 1372 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ALLIANCE, LLC History No change 3,944 346 0.03% 0.03% 1373 0 0.0% Q2 2026 Aug 11, 2026
HARBOR ADVISORY CORP /MA/ History No change 3,936 345 0.09% 0.09% 1374 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 3,934 345 0.0% 0.0% 1375 0 0.0% Q2 2026 Aug 10, 2026
Fortune Financial Advisors, LLC History No change 3,877 340 0.15% 0.15% 1376 0 0.0% Q2 2026 Jul 22, 2026
ProVise Management Group, LLC History No change 3,860 339 0.02% 0.02% 1377 0 0.0% Q2 2026 Aug 03, 2026
DAGCO, INC. History No change 3,863 339 0.06% 0.06% 1378 0 0.0% Q2 2026 Jul 10, 2026
Global Financial Private Client, LLC History No change 3,857 338 0.09% 0.09% 1379 0 0.0% Q2 2026 Jul 20, 2026
Pacific Park Financial, Inc. History No change 3,848 338 0.2% 0.2% 1380 0 0.0% Q2 2026 Jul 21, 2026
Arrowroot Family Office, LLC History No change 3,843 337 0.1% 0.1% 1381 0 0.0% Q2 2026 Aug 06, 2026
Balboa Wealth Partners History No change 3,827 336 0.05% 0.05% 1382 0 0.0% Q2 2026 Aug 10, 2026
Argent Trust Co History No change 3,821 335 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,797 333 0.0% 0.0% 1384 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,746 329 0.03% 0.03% 1385 0 0.0% Q2 2026 Aug 14, 2026
Mendel Capital Management LLC History No change 3,751 329 0.15% 0.15% 1386 0 0.0% Q2 2026 Jul 21, 2026
Nuveen, LLC History No change 3,742 328 0.0% 0.0% 1387 0 0.0% Q2 2026 Aug 11, 2026
FF Advisors,LLC History No change 3,738 328 0.12% 0.12% 1388 0 0.0% Q2 2026 Jul 29, 2026
Buck Wealth Strategies, LLC History No change 3,722 327 0.03% 0.03% 1389 0 0.0% Q2 2026 Jul 30, 2026
Capasso Planning Partners LLC History No change 3,694 324 0.16% 0.16% 1390 0 0.0% Q2 2026 Aug 18, 2026
Peak Retirement Planning, Inc. History No change 3,671 322 0.05% 0.05% 1391 0 0.0% Q2 2026 Aug 10, 2026
Clark Asset Management, LLC History No change 3,675 322 0.03% 0.03% 1392 0 0.0% Q2 2026 Jul 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,647 320 0.02% 0.02% 1393 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 3,636 319 0.04% 0.04% 1394 0 0.0% Q2 2026 Aug 04, 2026
Plan Group Financial, LLC History No change 3,623 318 0.07% 0.07% 1395 0 0.0% Q2 2026 Aug 03, 2026
Centennial Bank/AR/ History No change 3,623 318 0.1% 0.1% 1396 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 3,617 317 0.0% 0.0% 1397 0 0.0% Q2 2026 Aug 10, 2026
Plum Street Advisors, LLC History No change 3,605 316 0.1% 0.1% 1398 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 3,583 314 0.24% 0.24% 1399 0 0.0% Q2 2026 Aug 04, 2026
Financial Life Planners History No change 3,570 313 0.2% 0.2% 1400 0 0.0% Q2 2026 Jul 21, 2026
Ancora Advisors LLC History No change 3,543 311 0.01% 0.01% 1401 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisors Investment Management, LLC History No change 3,549 311 0.03% 0.03% 1402 0 0.0% Q2 2026 Jul 22, 2026
Cedar Point Capital Partners, LLC History No change 3,521 309 0.18% 0.18% 1403 0 0.0% Q2 2026 Jul 27, 2026
SlateStone Wealth, LLC History No change 3,496 307 0.02% 0.02% 1404 0 0.0% Q2 2026 Jul 20, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,477 305 0.09% 0.09% 1405 0 0.0% Q2 2026 Aug 12, 2026
WBI INVESTMENTS, LLC History No change 3,450 303 0.08% 0.08% 1406 0 0.0% Q2 2026 Aug 11, 2026
Lakeshore Financial Planning, Inc. History No change 3,426 301 0.1% 0.1% 1407 0 0.0% Q2 2026 Jul 13, 2026
Green Ridge Wealth Planning LLC History No change 3,429 301 0.13% 0.13% 1408 0 0.0% Q2 2026 Jul 08, 2026
Wrenne Financial Planning LLC History No change 3,419 300 0.1% 0.1% 1409 0 0.0% Q2 2026 Jul 27, 2026
FOCUSED ALPHA, LLC History No change 3,414 300 0.08% 0.08% 1410 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 3,384 297 0.01% 0.01% 1411 0 0.0% Q2 2026 Jul 31, 2026
Seelaus Asset Management LLC History No change 3,386 297 0.21% 0.21% 1412 0 0.0% Q2 2026 Jul 16, 2026
Blue Line Capital, LLC / IL History No change 3,372 296 0.25% 0.25% 1413 0 0.0% Q2 2026 Jul 30, 2026
Pictet North America Advisors SA History No change 3,362 295 0.03% 0.03% 1414 0 0.0% Q2 2026 Jul 24, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 3,364 295 0.04% 0.04% 1415 0 0.0% Q2 2026 Jul 22, 2026
Colter Lewis Investment Partners LLC History No change 3,366 295 0.13% 0.13% 1416 0 0.0% Q2 2026 Aug 14, 2026
SOMERVILLE KURT F History No change 3,350 294 0.07% 0.07% 1417 0 0.0% Q2 2026 Aug 10, 2026
Kirkwood Financial Services History No change 3,346 294 0.08% 0.08% 1418 0 0.0% Q2 2026 Aug 25, 2026
EWA, LLC History No change 3,348 294 0.05% 0.05% 1419 0 0.0% Q2 2026 Jul 14, 2026
New Harbor Financial Group, LLC History No change 3,344 293 0.05% 0.05% 1420 0 0.0% Q2 2026 Jul 23, 2026
WESBANCO BANK INC History No change 3,314 291 0.01% 0.01% 1421 0 0.0% Q2 2026 Jul 28, 2026
Wealth Watch Advisors, INC History No change 3,290 289 0.09% 0.09% 1422 0 0.0% Q2 2026 Aug 14, 2026
Box Hill Private Wealth LLC History Added to 3,216 288 0.21% 0.23% 1424 +9 0.28% Q3 2026 Oct 05, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 3,286 288 0.16% 0.16% 1423 0 0.0% Q2 2026 Aug 11, 2026
Glenview Trust Co History No change 3,266 287 0.0% 0.0% 1425 0 0.0% Q2 2026 Aug 18, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3,255 286 0.06% 0.06% 1426 0 0.0% Q2 2026 Sep 02, 2026
Shotwell Rutter Baer Inc History No change 3,250 285 0.16% 0.16% 1427 0 0.0% Q2 2026 Jul 21, 2026
Accel Wealth Management History No change 3,227 283 0.06% 0.06% 1428 0 0.0% Q2 2026 Jul 10, 2026
TOMPKINS FINANCIAL CORP History Reduced 3,146 282 0.02% 0.02% 1429 -115 -3.53% Q3 2026 Oct 05, 2026
One Charles Private Wealth Services, LLC History No change 3,214 282 0.06% 0.06% 1430 0 0.0% Q2 2026 Jul 15, 2026
Fusion Family Wealth, LLC History No change 3,190 280 0.02% 0.02% 1431 0 0.0% Q2 2026 Aug 07, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 3,186 280 0.02% 0.02% 1432 0 0.0% Q2 2026 Jul 16, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,175 279 0.01% 0.01% 1433 0 0.0% Q2 2026 Jul 20, 2026
FINANCIAL CONSULATE, INC History No change 3,169 278 0.03% 0.03% 1434 0 0.0% Q2 2026 Jul 23, 2026
Zhang Financial LLC History No change 3,168 278 0.01% 0.01% 1435 0 0.0% Q2 2026 Jul 30, 2026
Presidio Capital Management, LLC History No change 3,144 276 0.07% 0.07% 1436 0 0.0% Q2 2026 Jul 14, 2026
CHOREO, LLC History No change 3,123 274 0.0% 0.0% 1437 0 0.0% Q2 2026 Aug 04, 2026
Symphony Financial, Ltd. Co. History No change 3,128 273 0.03% 0.03% 1438 0 0.0% Q2 2026 Aug 03, 2026
Compass Financial Group, INC/SD History No change 3,085 271 0.03% 0.03% 1439 0 0.0% Q2 2026 Aug 04, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 3,090 271 0.06% 0.06% 1440 0 0.0% Q2 2026 Jul 20, 2026
Penbrook Management LLC History No change 3,075 270 0.17% 0.17% 1441 0 0.0% Q2 2026 Jul 23, 2026
Boomfish Wealth Group, LLC History No change 3,067 269 0.12% 0.12% 1442 0 0.0% Q2 2026 Aug 04, 2026
Optivise Advisory Services LLC History No change 3,067 269 0.14% 0.14% 1443 0 0.0% Q2 2026 Jul 13, 2026
Linscomb Wealth, Inc. History No change 3,056 268 0.01% 0.01% 1444 0 0.0% Q2 2026 Jul 31, 2026
Aaron Wealth Advisors LLC History No change 3,055 268 0.01% 0.01% 1445 0 0.0% Q2 2026 Jul 16, 2026
Chesley Taft & Associates LLC History No change 3,025 265 0.01% 0.01% 1446 0 0.0% Q2 2026 Jul 08, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,014 264 0.01% 0.01% 1447 0 0.0% Q2 2026 Jul 24, 2026
City Center Advisors, LLC History Added to 2,935 263 0.2% 0.2% 1451 +79 2.77% Q3 2026 Oct 07, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,000 263 0.05% 0.05% 1448 0 0.0% Q2 2026 Aug 12, 2026
Point Windward Advisors Inc. History No change 2,994 263 0.12% 0.12% 1449 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History No change 2,997 263 0.04% 0.04% 1450 0 0.0% Q2 2026 Jul 16, 2026
Bawa N Mallick Trust History No change 3,000 263 0.09% 0.09% 1452 0 0.0% Q2 2026 Aug 14, 2026
MOLLER WEALTH PARTNERS History No change 2,984 262 0.05% 0.05% 1453 0 0.0% Q2 2026 Jul 15, 2026
Sequent Asset Management, LLC History No change 2,983 262 0.11% 0.11% 1454 0 0.0% Q2 2026 Jul 21, 2026
Cypress Capital Management LLC (WY) History No change 2,990 262 0.22% 0.22% 1455 0 0.0% Q2 2026 Aug 06, 2026
M3 Advisory Group, LLC History No change 2,975 261 0.14% 0.14% 1456 0 0.0% Q2 2026 Jul 24, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,975 261 0.03% 0.03% 1457 0 0.0% Q2 2026 Sep 02, 2026
Iron Gate Global Advisors LLC History No change 2,956 259 0.03% 0.03% 1458 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 2,929 257 0.02% 0.02% 1459 0 0.0% Q2 2026 Aug 10, 2026
Kaydan Wealth Management, Inc. History No change 2,926 257 0.08% 0.08% 1460 0 0.0% Q2 2026 Jul 24, 2026
Rockline Wealth Management, LLC History No change 2,914 256 0.05% 0.05% 1461 0 0.0% Q2 2026 Jul 24, 2026
Everhart Financial Group, Inc. History No change 2,911 255 0.02% 0.02% 1462 0 0.0% Q2 2026 Jul 08, 2026
Pallas Capital Advisors LLC History No change 2,912 255 0.01% 0.01% 1463 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 2,891 254 0.02% 0.02% 1464 0 0.0% Q2 2026 Sep 04, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,894 254 0.08% 0.08% 1465 0 0.0% Q2 2026 Aug 14, 2026
F/m Investments LLC History No change 2,897 254 0.01% 0.01% 1466 0 0.0% Q2 2026 Aug 05, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 2,900 254 0.15% 0.15% 1467 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 2,857 251 0.07% 0.07% 1468 0 0.0% Q2 2026 Jul 28, 2026
LaSalle St. Investment Advisors, LLC History No change 2,862 251 0.03% 0.03% 1469 0 0.0% Q2 2026 Aug 11, 2026
Hippocratic Financial Advisors, LLC History No change 2,860 251 0.09% 0.09% 1470 0 0.0% Q2 2026 Aug 03, 2026
Y-Intercept (Hong Kong) Ltd History No change 2,823 248 0.0% 0.0% 1471 0 0.0% Q2 2026 Jul 13, 2026
GSG Advisors LLC History No change 2,828 248 0.05% 0.05% 1472 0 0.0% Q2 2026 Aug 13, 2026
Baring Financial LLC History Added to 2,756 247 0.13% 0.12% 1475 +335 13.84% Q3 2026 Oct 07, 2026
Essex Bank History No change 2,818 247 0.05% 0.05% 1473 0 0.0% Q2 2026 Jul 23, 2026
AlTi Global, Inc. History No change 2,811 247 0.01% 0.01% 1474 0 0.0% Q2 2026 Aug 05, 2026
Innovative Asset Advisors Group, LLC History No change 2,819 247 0.11% 0.11% 1476 0 0.0% Q2 2026 Aug 05, 2026
Edgemoor Investment Advisors, Inc. History No change 2,799 245 0.02% 0.02% 1477 0 0.0% Q2 2026 Aug 07, 2026
CogentBlue Wealth Advisors, LLC History No change 2,796 245 0.14% 0.14% 1478 0 0.0% Q2 2026 Jul 16, 2026
Kendall Capital Management History No change 2,768 243 0.04% 0.04% 1479 0 0.0% Q2 2026 Aug 12, 2026
FAGAN ASSOCIATES, INC. History No change 2,759 242 0.03% 0.03% 1480 0 0.0% Q2 2026 Aug 04, 2026
Coastal Bridge Advisors, LLC History No change 2,747 241 0.01% 0.01% 1481 0 0.0% Q2 2026 Aug 17, 2026
Glen Eagle Advisors, LLC History No change 2,733 240 0.03% 0.03% 1482 0 0.0% Q2 2026 Aug 14, 2026
Naviter Wealth, LLC History No change 2,727 239 0.02% 0.02% 1483 0 0.0% Q2 2026 Aug 07, 2026
Strong Tower Advisory Services History No change 2,724 239 0.04% 0.04% 1484 0 0.0% Q2 2026 Jul 13, 2026
Winthrop Advisory Group LLC History No change 2,708 238 0.02% 0.02% 1485 0 0.0% Q2 2026 Jul 17, 2026
Global Trust Wealth Management LLC History No change 2,715 238 0.16% 0.16% 1486 0 0.0% Q2 2026 Jul 16, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,701 237 0.1% 0.1% 1487 0 0.0% Q2 2026 Jul 15, 2026
V2 Financial group LLC History No change 2,705 237 0.09% 0.09% 1488 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 2,697 237 0.18% 0.18% 1489 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,693 236 0.0% 0.0% 1490 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 2,694 236 0.03% 0.03% 1491 0 0.0% Q2 2026 Aug 03, 2026
Kingsman Wealth Management, Inc. History No change 2,693 236 0.11% 0.11% 1492 0 0.0% Q2 2026 Jul 22, 2026
Great Waters Wealth Management History Added to 2,618 234 0.02% 0.02% 1494 +1 0.04% Q3 2026 Oct 07, 2026
Cypress Capital Group History No change 2,674 234 0.02% 0.02% 1493 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 2,652 233 0.01% 0.01% 1495 0 0.0% Q2 2026 Aug 05, 2026
Broussard Financial Group LLC History No change 2,648 232 0.19% 0.19% 1496 0 0.0% Q2 2026 Jul 27, 2026
Crusonia Wealth Advisors LLC History No change 2,648 232 0.04% 0.04% 1497 0 0.0% Q2 2026 Jul 30, 2026
Kapstone Financial Advisors LLC History No change 2,610 229 0.1% 0.1% 1498 0 0.0% Q2 2026 Aug 07, 2026
MFA Wealth Services History No change 2,612 229 0.14% 0.14% 1499 0 0.0% Q2 2026 Jul 21, 2026
Williams Jones Wealth Management, LLC. History No change 2,602 228 0.0% 0.0% 1500 0 0.0% Q2 2026 Aug 05, 2026
Florida Trust Wealth Management Co History No change 2,581 226 0.01% 0.01% 1501 0 0.0% Q2 2026 Jul 27, 2026
Members Trust Co History No change 2,580 226 0.01% 0.01% 1502 0 0.0% Q2 2026 Jul 31, 2026
Breakwater Investment Management History No change 2,580 226 0.08% 0.08% 1503 0 0.0% Q2 2026 Aug 06, 2026
Soltis Investment Advisors LLC History No change 2,570 225 0.01% 0.01% 1504 0 0.0% Q2 2026 Jul 31, 2026
JMN Financial LLC History No change 2,561 225 0.17% 0.17% 1505 0 0.0% Q2 2026 Aug 10, 2026
Oakwell Private Wealth Management, LLC History No change 2,539 223 0.04% 0.04% 1506 0 0.0% Q2 2026 Aug 03, 2026
OFS Enterprise LLC History No change 2,546 223 0.06% 0.06% 1507 0 0.0% Q2 2026 Jul 08, 2026
Strid Group, LLC History No change 2,536 222 0.02% 0.02% 1508 0 0.0% Q2 2026 Jul 23, 2026
Next Level Private LLC History No change 2,537 222 0.04% 0.04% 1509 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Group, LLC History Reduced 2,471 221 0.02% 0.03% 1511 -2,718 -52.38% Q3 2026 Oct 01, 2026
New Republic Capital, LLC History No change 2,515 221 0.05% 0.05% 1510 0 0.0% Q2 2026 Jul 31, 2026
Note Advisors, LLC History No change 2,519 221 0.1% 0.1% 1512 0 0.0% Q2 2026 Aug 14, 2026
ORBA Wealth Advisors, L.L.C. History No change 2,495 219 0.19% 0.19% 1513 0 0.0% Q2 2026 Jul 23, 2026
Finer Wealth Management, Inc. History No change 2,486 218 0.1% 0.1% 1514 0 0.0% Q2 2026 Aug 03, 2026
Financial Gravity Companies, Inc. History No change 2,434 213 0.03% 0.03% 1515 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,425 213 0.0% 0.0% 1516 0 0.0% Q2 2026 Aug 11, 2026
JB Capital LLC History No change 2,433 213 0.01% 0.01% 1517 0 0.0% Q2 2026 Jul 29, 2026
Apex Wealth Management, LLC History No change 2,414 212 0.13% 0.13% 1518 0 0.0% Q2 2026 Aug 11, 2026
Wealthquest Corp History No change 2,408 211 0.01% 0.01% 1519 0 0.0% Q2 2026 Jul 23, 2026
Single Point Partners, LLC History No change 2,407 211 0.04% 0.04% 1520 0 0.0% Q2 2026 Jul 16, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 2,400 210 0.01% 0.01% 1521 0 0.0% Q2 2026 Jul 20, 2026
Foguth Wealth Management, LLC. History No change 2,410 210 0.02% 0.02% 1522 0 0.0% Q2 2026 Jul 21, 2026
Center For Asset Management LLC History No change 2,385 209 0.09% 0.09% 1523 0 0.0% Q2 2026 Jul 27, 2026
Ledyard National Bank History No change 2,360 207 0.02% 0.02% 1524 0 0.0% Q2 2026 Jul 16, 2026
Strategic Financial Services, Inc. History No change 2,365 207 0.01% 0.01% 1525 0 0.0% Q2 2026 Aug 24, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 2,364 207 0.09% 0.09% 1526 0 0.0% Q2 2026 Jul 16, 2026
Sage Financial Management Group, Inc. History No change 2,350 206 0.06% 0.06% 1527 0 0.0% Q2 2026 Jul 24, 2026
GC Wealth Management RIA, LLC History No change 2,334 205 0.01% 0.01% 1528 0 0.0% Q2 2026 Jul 16, 2026
DAVIS R M INC History No change 2,327 204 0.0% 0.0% 1529 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 2,332 204 0.01% 0.01% 1530 0 0.0% Q2 2026 Aug 07, 2026
Optas, LLC History No change 2,330 204 0.03% 0.03% 1531 0 0.0% Q2 2026 Jul 21, 2026
SageGuard Financial Group, LLC History No change 2,324 204 0.03% 0.03% 1532 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL BANK OF OMAHA History No change 2,329 203 0.01% 0.01% 1533 0 0.0% Q2 2026 Aug 07, 2026
Nicollet Investment Management, Inc. History No change 2,300 202 0.06% 0.06% 1534 0 0.0% Q2 2026 Aug 05, 2026
Westmount Partners, LLC History No change 2,302 202 0.04% 0.04% 1535 0 0.0% Q2 2026 Jul 07, 2026
CULLEN/FROST BANKERS, INC. History No change 2,293 201 0.0% 0.0% 1536 0 0.0% Q2 2026 Jul 27, 2026
MRWM Advisors, LLC History No change 2,289 201 0.08% 0.08% 1537 0 0.0% Q2 2026 Jul 28, 2026
Sugar Maple Asset Management, LLC History No change 2,290 201 0.13% 0.13% 1538 0 0.0% Q2 2026 Jul 28, 2026
MEMBERS WEALTH LLC History No change 2,292 201 0.11% 0.11% 1539 0 0.0% Q2 2026 Jul 09, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 2,281 200 0.02% 0.02% 1540 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,284 200 0.01% 0.01% 1541 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 2,248 197 0.02% 0.02% 1542 0 0.0% Q2 2026 Aug 07, 2026
Bullock Wealth Management Group History No change 2,217 194 0.08% 0.08% 1543 0 0.0% Q2 2026 Aug 19, 2026
Glassman Wealth Services History No change 2,205 193 0.02% 0.02% 1544 0 0.0% Q2 2026 Aug 05, 2026
Walsh & Associates, LLC History No change 2,178 191 0.16% 0.16% 1545 0 0.0% Q2 2026 Jul 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,139 187 0.01% 0.01% 1546 0 0.0% Q2 2026 Aug 03, 2026
Napier Financial, LLC History No change 2,104 184 0.04% 0.04% 1547 0 0.0% Q2 2026 Jul 31, 2026
BLUELINE ADVISORS LLC History No change 2,082 183 0.13% 0.13% 1548 0 0.0% Q2 2026 Jul 27, 2026
HHM Wealth Advisors, LLC History No change 2,076 182 0.02% 0.02% 1549 0 0.0% Q2 2026 Jul 13, 2026
Wilkerson Advisory Group LLC History No change 2,075 182 0.06% 0.06% 1550 0 0.0% Q2 2026 Jul 21, 2026
CONQUIS FINANCIAL LLC History No change 2,056 180 0.15% 0.15% 1551 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 1,941 170 0.05% 0.05% 1552 0 0.0% Q2 2026 Jul 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 1,928 169 0.02% 0.02% 1553 0 0.0% Q2 2026 Jul 14, 2026
Graney & King, LLC History No change 1,910 167 0.06% 0.06% 1554 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 1,875 164 0.02% 0.02% 1555 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 1,850 162 0.04% 0.04% 1556 0 0.0% Q2 2026 Jul 22, 2026
Quent Capital, LLC History No change 1,846 162 0.01% 0.01% 1557 0 0.0% Q2 2026 Aug 07, 2026
Oakmont Advisory Group, LLC History No change 1,843 161 0.14% 0.14% 1558 0 0.0% Q2 2026 Aug 03, 2026
TSFG, LLC History No change 1,816 160 0.02% 0.02% 1559 0 0.0% Q2 2026 Jul 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,720 151 0.01% 0.01% 1560 0 0.0% Q2 2026 Jul 31, 2026
Robbins Farley History No change 1,717 150 0.06% 0.06% 1561 0 0.0% Q2 2026 Jul 22, 2026
Winthrop Capital Management, LLC History No change 1,650 145 0.04% 0.04% 1562 0 0.0% Q2 2026 Aug 13, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 1,559 136 0.02% 0.02% 1563 0 0.0% Q2 2026 Jul 29, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 1,519 133 0.05% 0.05% 1564 0 0.0% Q2 2026 Sep 18, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,501 131 0.03% 0.03% 1565 0 0.0% Q2 2026 Aug 27, 2026
Darwin Wealth Management, LLC History No change 1,488 130 0.04% 0.04% 1566 0 0.0% Q2 2026 Jul 21, 2026
LifeSteps Financial, Inc. History No change 1,490 130 0.06% 0.06% 1567 0 0.0% Q2 2026 Jul 17, 2026
Timbuktu Capital Management, LLC History No change 1,466 128 0.19% 0.19% 1568 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,450 127 0.0% 0.0% 1569 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 1,452 127 0.05% 0.05% 1570 0 0.0% Q2 2026 Jul 13, 2026
NFSG Corp History No change 1,423 125 0.02% 0.02% 1571 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 1,396 122 0.02% 0.02% 1572 0 0.0% Q2 2026 Aug 11, 2026
NEPC LLC History No change 1,387 121 0.0% 0.0% 1573 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 1,331 116 0.03% 0.03% 1574 0 0.0% Q2 2026 Aug 10, 2026
HFM Investment Advisors, LLC History No change 1,309 115 0.04% 0.04% 1575 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History No change 1,305 114 0.0% 0.0% 1576 0 0.0% Q2 2026 Jul 07, 2026
RHL GROUP, LLC History No change 1,302 114 0.09% 0.09% 1577 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 1,296 113 0.0% 0.0% 1578 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,242 109 0.0% 0.0% 1579 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Asset Management, LLC History No change 1,244 109 0.01% 0.01% 1580 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,229 107 0.0% 0.0% 1581 0 0.0% Q2 2026 Aug 04, 2026
Planning Strategies Inc. History No change 1,200 107 0.06% 0.07% 1582 0 0.0% Q3 2026 Oct 02, 2026
Harbor Asset Planning, Inc. History No change 1,198 105 0.08% 0.08% 1583 0 0.0% Q2 2026 Jul 22, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,192 104 0.02% 0.02% 1584 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,166 102 0.04% 0.04% 1585 0 0.0% Q2 2026 Jul 08, 2026
Clearstead Trust, LLC History No change 1,169 102 0.01% 0.01% 1586 0 0.0% Q2 2026 Aug 06, 2026
BALLAST ADVISORS LLC History No change 1,165 102 0.02% 0.02% 1587 0 0.0% Q2 2026 Aug 12, 2026
Meramec Financial Planners, LLC History No change 1,177 102 0.04% 0.04% 1588 0 0.0% Q2 2026 Jul 28, 2026
TFC Financial Management, Inc. History No change 1,130 99 0.01% 0.01% 1589 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,098 98 0.03% 0.03% 1591 -178 -13.95% Q3 2026 Oct 07, 2026
Centerpoint Advisors, LLC History No change 1,119 98 0.03% 0.03% 1590 0 0.0% Q2 2026 Aug 05, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,107 97 0.01% 0.01% 1592 0 0.0% Q2 2026 Jul 27, 2026
AMERIFLEX GROUP, INC. History No change 1,100 96 0.04% 0.04% 1593 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,091 95 0.01% 0.01% 1594 0 0.0% Q2 2026 Jul 07, 2026
SIMPLEX TRADING, LLC History No change 1,082 95 0.0% 0.0% 1595 0 0.0% Q2 2026 Aug 12, 2026
COUNTRY TRUST BANK History No change 1,077 94 0.0% 0.0% 1596 0 0.0% Q2 2026 Jul 15, 2026
Beaird Harris Wealth Management, LLC History No change 1,077 94 0.01% 0.01% 1597 0 0.0% Q2 2026 Jul 08, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,054 94 0.01% 0.01% 1598 0 0.0% Q3 2026 Oct 07, 2026
Dunhill Financial, LLC History No change 1,009 88 0.02% 0.02% 1599 0 0.0% Q2 2026 Aug 07, 2026
RMG Wealth Management LLC History No change 959 87 0.01% 0.01% 1600 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 970 85 0.0% 0.0% 1601 0 0.0% Q2 2026 Jul 24, 2026
CX Institutional History Reduced 936 84 0.0% 0.0% 1602 -576 -38.1% Q3 2026 Oct 02, 2026
Align Financial, LLC History No change 948 83 0.04% 0.04% 1603 0 0.0% Q2 2026 Jul 27, 2026
Smithfield Trust Co History No change 924 82 0.0% 0.0% 1604 0 0.0% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 924 81 0.02% 0.02% 1605 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History No change 913 81 0.01% 0.01% 1606 0 0.0% Q3 2026 Oct 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 916 80 0.0% 0.0% 1607 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 879 77 0.01% 0.01% 1608 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 871 76 0.04% 0.04% 1609 0 0.0% Q2 2026 Aug 26, 2026
Vermillion Wealth Management, Inc. History No change 859 75 0.02% 0.02% 1610 0 0.0% Q2 2026 Jul 15, 2026
Frankly Finances, LLC History No change 842 73 0.06% 0.06% 1611 0 0.0% Q2 2026 Jul 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 822 72 0.0% 0.0% 1612 0 0.0% Q2 2026 Aug 06, 2026
Torren Management, LLC History No change 824 72 0.04% 0.04% 1613 0 0.0% Q2 2026 Jul 10, 2026
FAS Wealth Partners, Inc. History No change 808 71 0.0% 0.0% 1614 0 0.0% Q2 2026 Jul 29, 2026
Basepoint Wealth LLC History No change 787 69 0.04% 0.04% 1615 0 0.0% Q2 2026 Aug 10, 2026
Sachetta, LLC History No change 780 68 0.03% 0.03% 1616 0 0.0% Q2 2026 Jul 15, 2026
NorthAvenue LLC History No change 777 68 0.05% 0.05% 1617 0 0.0% Q2 2026 Jul 21, 2026
Washington Trust Advisors, Inc. History No change 766 67 0.0% 0.0% 1618 0 0.0% Q2 2026 Jul 29, 2026
Commonwealth Retirement Investments LLC History No change 728 63 0.02% 0.02% 1619 0 0.0% Q2 2026 Aug 03, 2026
GW&K Investment Management, LLC History No change 708 62 0.0% 0.0% 1620 0 0.0% Q2 2026 Aug 12, 2026
Miller Capital Partners, Inc. History No change 671 58 0.02% 0.02% 1621 0 0.0% Q2 2026 Aug 12, 2026
Delos Wealth Advisors, LLC History No change 654 57 0.03% 0.03% 1622 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 653 57 0.01% 0.01% 1623 0 0.0% Q2 2026 Jul 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 589 51 0.02% 0.02% 1624 0 0.0% Q2 2026 Aug 05, 2026
North Star Investment Management Corp. History No change 589 51 0.0% 0.0% 1625 0 0.0% Q2 2026 Jul 28, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 586 51 0.02% 0.02% 1626 0 0.0% Q2 2026 Aug 14, 2026
TrustBank History No change 582 51 0.02% 0.02% 1627 0 0.0% Q2 2026 Jul 20, 2026
Pacifica Partners Inc. History No change 580 50 0.02% 0.02% 1628 0 0.0% Q2 2026 Jul 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 563 49 0.0% 0.0% 1629 0 0.0% Q2 2026 Jul 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 568 49 0.01% 0.01% 1630 0 0.0% Q2 2026 Jul 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 559 49 0.03% 0.03% 1631 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 557 48 0.0% 0.0% 1632 0 0.0% Q2 2026 Aug 13, 2026
Burnham & Co LLC History No change 550 48 0.04% 0.04% 1633 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 515 45 0.0% 0.0% 1634 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 518 45 0.0% 0.0% 1635 0 0.0% Q2 2026 Jul 10, 2026
SWAN Capital LLC History No change 510 44 0.02% 0.02% 1636 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 493 43 0.0% 0.0% 1637 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 500 43 0.01% 0.01% 1638 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 487 42 0.01% 0.01% 1639 0 0.0% Q2 2026 Jul 27, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 474 41 0.0% 0.0% 1640 0 0.0% Q2 2026 Jul 21, 2026
Vanguard National Trust Co History No change 458 40 0.0% 0.0% 1641 0 0.0% Q2 2026 Aug 13, 2026
Strategic Advocates LLC History No change 463 40 0.15% 0.15% 1642 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 463 40 0.02% 0.02% 1643 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 433 38 0.01% 0.01% 1644 0 0.0% Q2 2026 Jul 20, 2026
Prestige Wealth Management Group LLC History No change 429 37 0.01% 0.01% 1645 0 0.0% Q2 2026 Aug 14, 2026
Investment Research & Advisory Group, Inc. History No change 430 37 0.01% 0.01% 1646 0 0.0% Q2 2026 Jul 23, 2026
StrongBox Wealth, LLC History No change 432 37 0.01% 0.01% 1647 0 0.0% Q2 2026 Jul 23, 2026
WealthCollab, LLC History No change 432 37 0.01% 0.01% 1648 0 0.0% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History No change 407 35 0.0% 0.0% 1649 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 400 35 0.0% 0.0% 1650 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 408 35 0.02% 0.02% 1651 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 386 33 0.01% 0.01% 1652 0 0.0% Q2 2026 Jul 13, 2026
CDKV HOLDINGS LLC History No change 378 33 0.03% 0.03% 1653 0 0.0% Q2 2026 Jul 30, 2026
1015 Capital Partners, LLC History No change 374 32 0.03% 0.03% 1654 0 0.0% Q2 2026 Jul 21, 2026
VSM Wealth Advisory, LLC History No change 346 30 0.01% 0.01% 1655 0 0.0% Q2 2026 Jul 22, 2026
TIAA Wealth Investment Management LLC History No change 350 30 0.0% 0.0% 1656 0 0.0% Q2 2026 Aug 10, 2026
Integrity Financial Corp /WA History No change 330 29 0.01% 0.01% 1657 0 0.0% Q2 2026 Jul 31, 2026
Highland Investment Advisors LLC History No change 327 28 0.01% 0.01% 1658 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 302 26 0.01% 0.01% 1659 0 0.0% Q2 2026 Aug 07, 2026
Reyes Financial Architecture, Inc. History No change 300 26 0.01% 0.01% 1660 0 0.0% Q2 2026 Jul 16, 2026
Blue Trust, Inc. History No change 286 25 0.0% 0.0% 1661 0 0.0% Q2 2026 Jul 21, 2026
Wagner Wealth Management, LLC History No change 269 23 0.0% 0.0% 1662 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Private Wealth, LLC History No change 271 23 0.01% 0.01% 1663 0 0.0% Q2 2026 Aug 11, 2026
DiNuzzo Private Wealth, Inc. History No change 270 23 0.0% 0.0% 1664 0 0.0% Q2 2026 Jul 10, 2026
EASTERN BANK History Added to 253 22 0.0% 0.0% 1665 +156 160.82% Q3 2026 Oct 05, 2026
SJS Investment Consulting Inc. History No change 233 20 0.0% 0.0% 1666 0 0.0% Q2 2026 Jul 22, 2026
Johnson Financial Group, Inc. History No change 223 19 0.0% 0.0% 1667 0 0.0% Q2 2026 Aug 10, 2026
Community Financial Services Group, LLC History No change 220 19 0.0% 0.0% 1668 0 0.0% Q2 2026 Jul 09, 2026
MCF Advisors LLC History No change 216 18 0.0% 0.0% 1669 0 0.0% Q2 2026 Aug 12, 2026
Pacific Center for Financial Services History No change 212 18 0.0% 0.0% 1670 0 0.0% Q2 2026 Aug 05, 2026
BFSG, LLC History No change 205 18 0.0% 0.0% 1671 0 0.0% Q2 2026 Jul 20, 2026
Hilton Head Capital Partners, LLC History No change 211 18 0.01% 0.01% 1672 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 196 17 0.0% 0.0% 1673 0 0.0% Q2 2026 Jul 17, 2026
SIMA Wealth Partners, LLC History No change 204 17 0.01% 0.01% 1674 0 0.0% Q2 2026 Jul 28, 2026
Rakuten Securities, Inc. History No change 185 16 0.0% 0.0% 1675 0 0.0% Q2 2026 Aug 11, 2026
Roxbury Financial LLC History No change 188 16 0.01% 0.01% 1676 0 0.0% Q3 2026 Oct 01, 2026
Oakworth Capital, Inc. History No change 176 15 0.0% 0.0% 1677 0 0.0% Q2 2026 Jul 22, 2026
KERR FINANCIAL PLANNING Corp History No change 175 15 0.02% 0.02% 1678 0 0.0% Q2 2026 Jul 02, 2026
EPG Wealth Management LLC History No change 164 14 0.0% 0.0% 1679 0 0.0% Q2 2026 Jul 28, 2026
New England Capital Financial Advisors LLC History No change 151 13 0.0% 0.0% 1680 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY ADVISORS, INC. History No change 152 13 0.01% 0.01% 1681 0 0.0% Q2 2026 Jul 24, 2026
Markowski Investments History No change 150 13 0.0% 0.0% 1682 0 0.0% Q2 2026 Aug 13, 2026
Park Square Financial Group, LLC History No change 145 12 0.11% 0.11% 1683 0 0.0% Q2 2026 Jul 31, 2026
Olistico Wealth, LLC History New 128 11 0.0% — 1687 +128 New Q3 2026 Oct 05, 2026
Tradewinds Capital Management, LLC History No change 133 11 0.0% 0.0% 1684 0 0.0% Q2 2026 Jul 23, 2026
Mosley Wealth Management History No change 133 11 0.0% 0.0% 1685 0 0.0% Q2 2026 Jul 23, 2026
YANKCOM Partnership History No change 127 11 0.0% 0.0% 1686 0 0.0% Q2 2026 Jul 21, 2026
Providence Capital Advisors, LLC History No change 125 10 0.0% 0.0% 1688 0 0.0% Q2 2026 Aug 11, 2026
ROGCO, LP History No change 120 10 0.0% 0.0% 1689 0 0.0% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 104 9 0.0% 0.0% 1690 0 0.0% Q2 2026 Aug 12, 2026
Bravera Wealth History No change 110 9 0.0% 0.0% 1691 0 0.0% Q2 2026 Jul 23, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 98 8 0.0% 0.0% 1692 0 0.0% Q2 2026 Jul 20, 2026
SFAM, LLC History No change 98 8 0.01% 0.01% 1693 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 93 8 0.0% 0.0% 1694 0 0.0% Q2 2026 Aug 03, 2026
Avion Wealth History No change 86 7 0.0% 0.0% 1695 0 0.0% Q2 2026 Jul 31, 2026
Register Financial Advisors LLC History No change 82 7 0.0% 0.0% 1696 0 0.0% Q2 2026 Jul 15, 2026
Fourth Dimension Wealth, LLC History No change 70 6 0.0% 0.0% 1697 0 0.0% Q2 2026 Jul 31, 2026
BIRCHBROOK, INC. History No change 76 6 0.0% 0.0% 1698 0 0.0% Q2 2026 Jul 08, 2026
Cornerstone Financial Management LLC History No change 60 5 0.0% 0.0% 1699 0 0.0% Q2 2026 Aug 28, 2026
FIRST HORIZON CORP History No change 53 4 0.0% 0.0% 1700 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 47 4 0.0% 0.0% 1701 0 0.0% Q2 2026 Jul 29, 2026
DHJJ Financial Advisors, Ltd. History No change 48 4 0.0% 0.0% 1702 0 0.0% Q2 2026 Jul 24, 2026
Smallwood Wealth Investment Management, LLC History No change 52 4 0.0% 0.0% 1703 0 0.0% Q2 2026 Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 50 4 0.0% 0.0% 1704 0 0.0% Q2 2026 Jul 24, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 50 4 0.0% 0.0% 1705 0 0.0% Q2 2026 Aug 14, 2026
HORIZON BANCORP INC /IN/ History No change 29 3 0.0% 0.0% 1706 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 43 3 0.0% 0.0% 1707 0 0.0% Q2 2026 Aug 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 45 3 0.0% 0.0% 1708 0 0.0% Q2 2026 Aug 11, 2026
Bay Harbor Wealth Management, LLC History No change 40 3 0.0% 0.0% 1709 0 0.0% Q2 2026 Jul 28, 2026
Wells Financial Advisors INC History No change 42 3 0.03% 0.03% 1710 0 0.0% Q2 2026 Jul 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 21 2 0.0% 0.0% 1711 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 31 2 0.0% 0.0% 1712 0 0.0% Q2 2026 Jul 21, 2026
Operose Advisors LLC History No change 30 2 0.0% 0.0% 1713 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 24 2 0.0% 0.0% 1714 0 0.0% Q2 2026 Jul 30, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 24 2 0.0% 0.0% 1715 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 32 2 0.0% 0.0% 1716 0 0.0% Q2 2026 Aug 11, 2026
Bernard Wealth Management Corp. History No change 31 2 0.0% 0.0% 1717 0 0.0% Q2 2026 Aug 21, 2026
Topsail Wealth Management, LLC History No change 31 2 0.0% 0.0% 1718 0 0.0% Q2 2026 Aug 13, 2026
Davis Capital Management History No change 21 1 0.0% 0.0% 1719 0 0.0% Q2 2026 Jul 16, 2026
MTM Investment Management, LLC History No change 14 1 0.0% 0.0% 1720 0 0.0% Q2 2026 Aug 03, 2026
DB Fitzpatrick & Co, Inc History No change 12 1 0.0% 0.0% 1721 0 0.0% Q2 2026 Jul 16, 2026
Fairway Wealth LLC History No change 20 1 0.0% 0.0% 1722 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 22 1 0.0% 0.0% 1723 0 0.0% Q2 2026 Jul 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.01% — -5,170 -100.0% Q3 2026 Oct 05, 2026
Marathon Mission, Inc. History Closed out 0 0 — 0.19% — -4,398 -100.0% Q3 2026 Oct 01, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -750 -100.0% Q3 2026 Oct 05, 2026
Noble Wealth Management PBC History New 3 0 — — — +3 New Q3 2026 Oct 01, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Quaker Wealth Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History No change 10 0 — — — 0 0.0% Q3 2026 Oct 01, 2026
Truvestments Capital LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Nalls Sherbakoff Group, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Dogwood Wealth Management LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
MASECO LLP History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Longview Financial Advisors LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
NBH Bank History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026