SPDR SERIES TRUST - SPYV

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
Financial Engines Advisors L.L.C. History No change 82,942,783 5,042,091 8.95% 8.95% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 52,020,528 3,162,327 0.71% 0.71% 2 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 23,183,404 1,409,319 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 18,476,358 1,123,177 4.77% 4.77% 4 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 17,485,355 1,062,934 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,712,590 590,428 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 9,260,907 562,970 5.97% 5.97% 7 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 7,578,412 460,653 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,984,307 424,576 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 6,598,736 401,203 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 6,312,030 383,708 0.3% 0.3% 11 0 0.0% Q2 2026 Sep 09, 2026
Willis Johnson & Associates, Inc. History No change 6,252,618 380,096 21.17% 21.17% 12 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 6,096,814 370,625 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 5,262,630 319,575 1.91% 1.91% 14 0 0.0% Q2 2026 Aug 17, 2026
Advisory Alpha, LLC History No change 4,938,446 300,210 7.36% 7.36% 15 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 4,889,672 297,243 4.31% 4.31% 16 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 4,880,123 296,662 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History No change 4,665,939 283,642 10.49% 10.49% 18 0 0.0% Q2 2026 Jul 29, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,302,423 261,544 1.96% 1.96% 19 0 0.0% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,300,158 261,406 0.06% 0.06% 20 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 4,186,310 254,485 0.23% 0.23% 21 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 4,083,530 248,237 1.84% 1.84% 22 0 0.0% Q2 2026 Aug 13, 2026
Quotient Wealth Partners, LLC History No change 3,939,693 239,493 5.65% 5.65% 23 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 3,664,076 222,739 0.27% 0.27% 24 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 3,582,797 217,798 1.02% 1.02% 25 0 0.0% Q2 2026 Aug 03, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,495,135 212,469 0.73% 0.73% 26 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 3,210,846 195,187 0.19% 0.19% 27 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 3,144,532 191,155 0.16% 0.16% 28 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 3,052,238 185,545 0.85% 0.85% 29 0 0.0% Q2 2026 Jul 27, 2026
Horizon Investments, LLC History No change 3,048,861 185,340 2.03% 2.03% 30 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,959,304 179,900 0.21% 0.21% 31 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 2,818,867 175,446 2.93% 2.93% 32 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,818,867 175,446 2.93% 2.93% 33 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,831,310 174,776 0.29% 0.29% 34 0 0.0% Q2 2026 Jul 15, 2026
Octavia Wealth Advisors, LLC History No change 2,818,236 171,320 14.79% 14.79% 35 0 0.0% Q2 2026 Jul 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,693,155 163,716 4.37% 4.37% 36 0 0.0% Q2 2026 Aug 07, 2026
Lutz Financial Services LLC History No change 2,496,836 151,782 9.24% 9.24% 37 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 2,375,737 144,421 1.32% 1.32% 38 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,368,033 143,526 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,352,228 142,991 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,311,111 140,511 6.42% 6.42% 41 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,167,693 131,774 0.17% 0.17% 42 0 0.0% Q2 2026 Jul 29, 2026
Betterment LLC History No change 2,158,735 131,230 0.22% 0.22% 43 0 0.0% Q2 2026 Aug 14, 2026
AlphaStar Capital Management, LLC History No change 2,033,800 123,634 7.86% 7.86% 44 0 0.0% Q2 2026 Jul 30, 2026
Magnus Financial Group LLC History No change 1,931,275 117,402 8.3% 8.3% 45 0 0.0% Q2 2026 Jul 09, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,922,651 116,877 2.33% 2.33% 46 0 0.0% Q2 2026 Jul 15, 2026
NICOLET BANKSHARES INC History No change 1,884,218 115,844 3.68% 3.68% 47 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL TRUST CO History No change 1,898,954 115,437 3.92% 3.92% 48 0 0.0% Q2 2026 Jul 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,870,677 113,718 0.06% 0.06% 49 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 1,828,577 111,159 2.36% 2.36% 50 0 0.0% Q2 2026 Aug 14, 2026
Bell Bank History No change 1,694,652 103,017 3.93% 3.93% 51 0 0.0% Q2 2026 Jul 15, 2026
Mariner, LLC History No change 1,564,264 95,091 0.1% 0.1% 52 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,525,773 92,751 4.75% 4.75% 53 0 0.0% Q2 2026 Jul 31, 2026
SIMON QUICK ADVISORS, LLC History No change 1,524,098 92,649 3.74% 3.74% 54 0 0.0% Q2 2026 Jul 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,488,475 90,484 0.41% 0.41% 55 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 1,486,410 90,358 0.18% 0.18% 56 0 0.0% Q2 2026 Aug 07, 2026
Dakota Wealth Management History No change 1,367,223 83,113 1.59% 1.59% 57 0 0.0% Q2 2026 Aug 07, 2026
KWB Wealth History No change 1,365,288 82,995 7.1% 7.1% 58 0 0.0% Q2 2026 Jul 10, 2026
Integrated Wealth Concepts LLC History No change 1,353,074 82,253 0.54% 0.54% 59 0 0.0% Q2 2026 Sep 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 1,337,444 81,303 3.11% 3.11% 60 0 0.0% Q2 2026 Jul 22, 2026
Convergence Financial, LLC History No change 1,211,498 73,646 5.86% 5.86% 61 0 0.0% Q2 2026 Aug 05, 2026
Klingman & Associates, LLC History No change 1,173,526 71,338 3.04% 3.04% 62 0 0.0% Q2 2026 Jul 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 1,096,659 66,665 0.79% 0.79% 63 0 0.0% Q2 2026 Aug 06, 2026
71 West Capital Partners History No change 1,072,643 65,205 2.25% 2.25% 64 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 1,054,676 64,113 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 1,029,031 62,904 1.05% 0.99% 66 -18,223 -1.74% Q3 2026 Oct 01, 2026
Summit Financial, LLC History No change 1,024,625 62,286 0.68% 0.68% 67 0 0.0% Q2 2026 Aug 12, 2026
Whitcomb & Hess, Inc. History Added to 1,005,556 61,469 13.17% 13.02% 68 +13,890 1.4% Q3 2026 Oct 07, 2026
Waverly Advisors, LLC History No change 996,736 60,591 0.35% 0.35% 69 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 977,108 59,398 3.97% 3.97% 70 0 0.0% Q2 2026 Aug 06, 2026
TSFG, LLC History No change 932,631 56,695 7.14% 7.14% 71 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL FINANCIAL INC History No change 904,959 55,012 0.06% 0.06% 72 0 0.0% Q2 2026 Aug 12, 2026
NOTTINGHAM ADVISORS, INC. History No change 747,960 54,713 6.53% 6.53% 73 0 0.0% Q2 2026 Jul 27, 2026
CGN Advisors LLC History No change 859,839 52,269 3.82% 3.82% 74 0 0.0% Q2 2026 Jul 06, 2026
COURIER CAPITAL LLC History No change 849,798 51,659 2.58% 2.58% 75 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Investment Research Advisors, Inc. History No change 849,235 51,625 0.12% 0.12% 76 0 0.0% Q2 2026 Jul 27, 2026
MONECO ADVISORS, LLC History No change 846,807 51,477 3.15% 3.15% 77 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 843,541 51,279 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 05, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 830,431 50,481 20.68% 20.68% 79 0 0.0% Q2 2026 Jul 22, 2026
BALANCED WEALTH GROUP LLC History No change 827,687 50,213 15.88% 15.88% 80 0 0.0% Q2 2026 Aug 10, 2026
Perennial Investment Advisors, LLC History No change 813,155 49,431 3.28% 3.28% 81 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 793,438 48,233 0.69% 0.69% 82 0 0.0% Q2 2026 Jul 27, 2026
ARROW FINANCIAL CORP History No change 770,376 46,831 4.19% 4.19% 83 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 770,094 46,814 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 767,081 46,630 0.86% 0.86% 85 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 764,278 46,460 5.13% 5.13% 86 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 739,442 44,950 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History No change 739,292 44,941 1.18% 1.18% 88 0 0.0% Q2 2026 Jul 07, 2026
ERn Financial, LLC History No change 712,567 43,316 7.17% 7.17% 89 0 0.0% Q2 2026 Jul 23, 2026
Constellation Investments, Inc. History No change 712,000 43,282 1.36% 1.36% 90 0 0.0% Q2 2026 Jul 17, 2026
VICUS CAPITAL History No change 705,222 42,870 2.77% 2.77% 91 0 0.0% Q2 2026 Aug 05, 2026
Accredited Investors Inc. History No change 701,724 42,657 1.84% 1.84% 92 0 0.0% Q2 2026 Jul 21, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 677,779 41,202 17.0% 17.0% 93 0 0.0% Q2 2026 Jul 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 668,835 40,658 0.64% 0.64% 94 0 0.0% Q2 2026 Aug 10, 2026
Alta Wealth Advisors LLC History No change 656,065 39,882 10.81% 10.81% 95 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Planning Services, Inc. History No change 626,738 38,099 3.63% 3.63% 96 0 0.0% Q2 2026 Aug 07, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 613,847 37,524 7.62% 7.23% 97 +36,059 6.24% Q3 2026 Oct 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 606,028 36,840 0.06% 0.06% 98 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 591,302 35,945 0.73% 0.73% 99 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 590,728 35,910 1.14% 1.14% 100 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 575,516 34,985 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
McNamara Financial Services, Inc. History No change 573,157 34,842 6.01% 6.01% 102 0 0.0% Q2 2026 Jul 22, 2026
HighPoint Advisor Group LLC History No change 572,226 34,785 1.23% 1.23% 103 0 0.0% Q2 2026 Aug 05, 2026
Compton Financial Group, LLC History No change 569,655 34,629 6.67% 6.67% 104 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 565,797 34,394 0.1% 0.1% 105 0 0.0% Q2 2026 Aug 12, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 565,753 34,392 2.61% 2.61% 106 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD SECURITIES, INC. History No change 560,275 34,059 1.94% 1.94% 107 0 0.0% Q2 2026 Jul 15, 2026
Roberts Financial Services LLC History No change 552,950 33,613 9.84% 9.84% 108 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Financial Partners LLC History No change 552,003 33,556 2.76% 2.76% 109 0 0.0% Q2 2026 Aug 10, 2026
Navigation Group, LLC History No change 544,682 33,111 6.44% 6.44% 110 0 0.0% Q2 2026 Jul 29, 2026
Choice Wealth Advisors LLC History No change 544,554 33,103 11.62% 11.62% 111 0 0.0% Q2 2026 Jul 09, 2026
Kingsview Wealth Management, LLC History No change 525,435 31,941 0.39% 0.39% 112 0 0.0% Q2 2026 Aug 18, 2026
BIP Wealth, LLC History No change 520,295 31,628 0.9% 0.9% 113 0 0.0% Q2 2026 Aug 03, 2026
Hamilton Capital, LLC History Added to 517,275 31,621 1.78% 1.46% 114 +33,649 6.96% Q3 2026 Oct 08, 2026
Avantax Planning Partners, Inc. History No change 509,111 30,948 0.77% 0.77% 115 0 0.0% Q2 2026 Jul 28, 2026
Marathon Mission, Inc. History Added to 498,156 30,452 15.36% 14.98% 116 +4,512 0.91% Q3 2026 Oct 01, 2026
Harbor Group, Inc. History No change 500,828 30,445 3.58% 3.58% 117 0 0.0% Q2 2026 Jul 22, 2026
Leslie Global Wealth, LLC History No change 498,627 30,311 11.8% 11.8% 118 0 0.0% Q2 2026 Jul 21, 2026
Fifth Third Wealth Advisors LLC History No change 498,018 30,274 0.85% 0.85% 119 0 0.0% Q2 2026 Jul 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 494,457 30,058 0.04% 0.04% 120 0 0.0% Q2 2026 Aug 19, 2026
CX Institutional History Added to 489,362 29,915 0.81% 0.54% 121 +181,461 58.93% Q3 2026 Oct 02, 2026
SkyOak Wealth, LLC History No change 487,942 29,661 4.85% 4.85% 122 0 0.0% Q2 2026 Jul 30, 2026
Rodgers & Associates, LTD History No change 487,758 29,650 2.69% 2.69% 123 0 0.0% Q2 2026 Jul 21, 2026
First Heartland Consultants, Inc. History Added to 480,302 29,360 1.95% 1.82% 124 +16,814 3.63% Q3 2026 Oct 08, 2026
MGO ONE SEVEN LLC History No change 464,874 28,259 0.47% 0.47% 125 0 0.0% Q2 2026 Jul 31, 2026
MBE Wealth Management, LLC History No change 459,724 27,946 9.82% 9.82% 126 0 0.0% Q2 2026 Jul 24, 2026
Wealth Advisors of Iowa, LLC History No change 456,134 27,728 7.51% 7.51% 127 0 0.0% Q2 2026 Jul 30, 2026
RIVERSEDGE ADVISORS, LLC History No change 455,543 27,692 3.65% 3.65% 128 0 0.0% Q2 2026 Jul 16, 2026
MCF Advisors LLC History No change 453,394 27,561 0.98% 0.98% 129 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 466,816 27,456 0.08% 0.08% 130 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 447,664 27,213 0.03% 0.03% 131 0 0.0% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History No change 446,191 27,123 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 12, 2026
CarsonAllaria Wealth Management, Ltd. History No change 443,527 26,962 11.68% 11.68% 133 0 0.0% Q2 2026 Jul 28, 2026
SilverOak Wealth Management LLC History No change 430,513 26,170 3.37% 3.37% 134 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 425,501 25,866 0.4% 0.4% 135 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History No change 425,308 25,854 2.46% 2.46% 136 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Partners, Ltd. History No change 413,615 25,143 9.48% 9.48% 137 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 412,981 25,105 0.21% 0.21% 138 0 0.0% Q2 2026 Jul 27, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 403,951 24,556 1.49% 1.49% 139 0 0.0% Q2 2026 Jul 13, 2026
GRANVILLE CAPITAL, INC. History No change 402,146 24,446 10.92% 10.92% 140 0 0.0% Q2 2026 Aug 11, 2026
ABOUND FINANCIAL, LLC History No change 400,406 24,340 9.7% 9.7% 141 0 0.0% Q2 2026 Aug 14, 2026
Stonebrook Private Inc. History No change 397,043 24,136 4.41% 4.41% 142 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 390,184 23,907 2.75% 2.75% 143 0 0.0% Q2 2026 Jul 21, 2026
VISIONARY HORIZONS, LLC History No change 389,843 23,698 9.9% 9.9% 144 0 0.0% Q2 2026 Jul 16, 2026
Western Wealth Management, LLC History No change 388,134 23,594 0.77% 0.77% 145 0 0.0% Q2 2026 Aug 14, 2026
TPG Financial Advisors, LLC History No change 387,813 23,575 7.04% 7.04% 146 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 387,411 23,550 0.24% 0.24% 147 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 385,288 23,429 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 382,760 23,267 0.08% 0.08% 149 0 0.0% Q2 2026 Jul 28, 2026
Cardinal Strategic Wealth Guidance History No change 382,298 23,239 5.27% 5.27% 150 0 0.0% Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History No change 381,932 23,217 0.04% 0.04% 151 0 0.0% Q2 2026 Aug 05, 2026
Destiny Capital Corp/CO History No change 371,790 22,601 10.51% 10.51% 152 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 368,611 22,533 0.16% 0.09% 153 +177,101 92.48% Q3 2026 Oct 08, 2026
Alesco Advisors, LLC, An ESL Co History No change 369,874 22,484 0.52% 0.52% 154 0 0.0% Q2 2026 Aug 05, 2026
HSBC HOLDINGS PLC History No change 361,666 21,985 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 358,913 21,818 0.14% 0.14% 156 0 0.0% Q2 2026 Jul 20, 2026
Foguth Wealth Management, LLC. History No change 348,042 21,411 2.44% 2.44% 157 0 0.0% Q2 2026 Jul 21, 2026
1834 INVESTMENT ADVISORS CO History No change 351,475 21,366 2.42% 2.42% 158 0 0.0% Q2 2026 Jul 30, 2026
Navalign, LLC History No change 349,442 21,242 4.95% 4.95% 159 0 0.0% Q2 2026 Jul 27, 2026
Ackerman Capital Advisors, LLC History No change 343,550 20,884 4.21% 4.21% 160 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 338,842 20,598 0.23% 0.23% 161 0 0.0% Q2 2026 Jul 28, 2026
Windsor Capital Management, LLC History No change 332,851 20,234 5.26% 5.26% 162 0 0.0% Q2 2026 Jul 08, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 332,489 20,212 7.75% 7.75% 163 0 0.0% Q2 2026 Jul 20, 2026
Collier Financial History No change 330,680 20,102 13.75% 13.75% 164 0 0.0% Q2 2026 Jul 30, 2026
CBM Financial, LLC History No change 323,913 20,056 11.93% 11.93% 165 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 326,748 19,862 0.59% 0.59% 166 0 0.0% Q2 2026 Aug 03, 2026
Pure Financial Advisors, LLC History No change 325,685 19,798 0.25% 0.25% 167 0 0.0% Q2 2026 Aug 14, 2026
Freestate Advisors LLC History No change 325,280 19,773 14.77% 14.77% 168 0 0.0% Q2 2026 Jul 09, 2026
TRUE BLUE FINANCIAL, LLC History No change 322,945 19,631 8.29% 8.29% 169 0 0.0% Q2 2026 Jul 17, 2026
Northern Capital Management, Inc. History No change 322,571 19,609 8.36% 8.36% 170 0 0.0% Q2 2026 Jul 23, 2026
POTENTIA WEALTH History No change 317,152 19,279 7.89% 7.89% 171 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 316,139 19,218 1.04% 1.04% 172 0 0.0% Q2 2026 Aug 06, 2026
Clear Creek Financial Management, LLC History No change 315,733 19,193 1.23% 1.23% 173 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 315,142 19,157 0.03% 0.03% 174 0 0.0% Q2 2026 Jul 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 313,553 19,060 2.75% 2.75% 175 0 0.0% Q2 2026 Jul 29, 2026
Francis Financial, Inc. History No change 308,267 18,739 3.07% 3.07% 176 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 301,939 18,354 0.62% 0.62% 177 0 0.0% Q2 2026 Aug 06, 2026
NOVEM GROUP History No change 300,595 18,273 1.85% 1.85% 178 0 0.0% Q2 2026 Jul 21, 2026
Great Lakes Retirement, Inc. History No change 299,764 18,222 1.62% 1.62% 179 0 0.0% Q2 2026 Jul 30, 2026
Symphony Financial, Ltd. Co. History No change 295,932 17,992 1.97% 1.97% 180 0 0.0% Q2 2026 Aug 03, 2026
Sanctuary Advisors, LLC History No change 293,438 17,838 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 292,995 17,811 0.45% 0.45% 182 0 0.0% Q2 2026 Aug 05, 2026
Morrissey Wealth Management, LLC History No change 288,113 17,713 11.14% 11.14% 183 0 0.0% Q2 2026 Oct 05, 2026
Rockefeller Capital Management L.P. History No change 291,276 17,706 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 13, 2026
Tempo Wealth, LLC History No change 288,652 17,547 2.6% 2.6% 185 0 0.0% Q2 2026 Jul 27, 2026
POWER WEALTH MANAGEMENT LLC History No change 281,112 17,088 5.87% 5.87% 186 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 276,375 16,800 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 275,286 16,734 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 12, 2026
Probity Advisors, Inc. History No change 275,176 16,727 2.39% 2.39% 189 0 0.0% Q2 2026 Jul 31, 2026
McAdam, LLC History No change 271,475 16,502 0.64% 0.64% 190 0 0.0% Q2 2026 Aug 04, 2026
Valtinson Bruner Financial Planning LLC History No change 265,947 16,166 4.05% 4.05% 191 0 0.0% Q2 2026 Aug 03, 2026
STEVENS CAPITAL PARTNERS History No change 262,126 15,934 3.03% 3.03% 192 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 262,013 15,927 0.16% 0.16% 193 0 0.0% Q2 2026 Jul 15, 2026
STEPHENS INC /AR/ History No change 260,079 15,810 0.18% 0.18% 194 0 0.0% Q2 2026 Jul 29, 2026
Portside Wealth Group, LLC History No change 255,960 15,559 1.81% 1.81% 195 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 255,696 15,543 0.48% 0.48% 196 0 0.0% Q2 2026 Aug 05, 2026
Sargent Investment Group, LLC History No change 250,608 15,234 1.83% 1.83% 197 0 0.0% Q2 2026 Aug 11, 2026
Hobart Private Capital, LLC History No change 247,956 15,073 2.59% 2.59% 198 0 0.0% Q2 2026 Jul 06, 2026
IFG Advisory, LLC History No change 242,652 14,750 0.52% 0.52% 199 0 0.0% Q2 2026 Aug 13, 2026
Millington Financial Advisors, LLC History No change 235,324 14,571 5.73% 5.73% 200 0 0.0% Q2 2026 Aug 07, 2026
Legacy Financial Group LLC History No change 239,484 14,558 1.64% 1.64% 201 0 0.0% Q2 2026 Aug 05, 2026
Cynosure Group, LLC History No change 234,630 14,263 2.14% 2.14% 202 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 233,175 14,174 0.52% 0.52% 203 0 0.0% Q2 2026 Jul 17, 2026
Optimist Retirement Group LLC History No change 232,705 14,146 5.46% 5.46% 204 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 231,892 14,096 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 13, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 228,850 13,911 12.01% 12.01% 206 0 0.0% Q2 2026 Aug 06, 2026
Synergy Investment Management, LLC History No change 228,359 13,881 3.36% 3.36% 207 0 0.0% Q2 2026 Aug 14, 2026
TME FINANCIAL, INC. History No change 227,305 13,817 8.53% 8.53% 208 0 0.0% Q2 2026 Jul 23, 2026
Financial Council, LLC History No change 227,017 13,800 4.48% 4.48% 209 0 0.0% Q2 2026 Aug 04, 2026
Hofer & Associates. Inc History No change 226,703 13,781 6.66% 6.66% 210 0 0.0% Q2 2026 Jul 21, 2026
Aureum Wealth Management, LLC History No change 223,035 13,558 8.41% 8.41% 211 0 0.0% Q2 2026 Jul 22, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 222,782 13,542 1.84% 1.84% 212 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Group, LLC History No change 221,416 13,459 5.2% 5.2% 213 0 0.0% Q2 2026 Jul 08, 2026
Hills Bank & Trust Co History No change 219,808 13,362 0.57% 0.57% 214 0 0.0% Q2 2026 Aug 10, 2026
Guardian Wealth Advisors, LLC History No change 219,716 13,356 6.68% 6.68% 215 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 218,987 13,312 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 14, 2026
TrueWealth Advisors, LLC History No change 217,901 13,246 2.99% 2.99% 217 0 0.0% Q2 2026 Jul 08, 2026
Diligent Investors, LLC History No change 217,539 13,224 2.94% 2.94% 218 0 0.0% Q2 2026 Jul 24, 2026
GenWealth Group, Inc. History No change 215,686 13,111 2.04% 2.04% 219 0 0.0% Q2 2026 Jul 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 209,226 12,718 0.28% 0.28% 220 0 0.0% Q2 2026 Jul 17, 2026
RESTON WEALTH MANAGEMENT LLC History No change 209,182 12,716 3.43% 3.43% 221 0 0.0% Q2 2026 Jul 23, 2026
BCS Wealth Management History No change 202,146 12,288 2.21% 2.21% 222 0 0.0% Q2 2026 Jul 16, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 201,179 12,271 1.4% 1.4% 223 0 0.0% Q2 2026 Jul 07, 2026
Vertrix Wealth Management, LLC History No change 199,787 12,145 4.09% 4.09% 224 0 0.0% Q2 2026 Jul 09, 2026
Wealthcare Advisory Partners LLC History No change 199,255 12,112 0.23% 0.23% 225 0 0.0% Q2 2026 Jul 09, 2026
Gateway Wealth Partners, LLC History No change 199,142 12,105 0.73% 0.73% 226 0 0.0% Q2 2026 Aug 04, 2026
New England Capital Financial Advisors LLC History No change 196,252 11,930 2.85% 2.85% 227 0 0.0% Q2 2026 Jul 27, 2026
Financial Gravity Companies, Inc. History No change 194,516 11,824 1.92% 1.92% 228 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 195,228 11,784 0.05% 0.05% 229 0 0.0% Q2 2026 Aug 14, 2026
Madrid Financial Services History No change 190,549 11,583 6.13% 6.13% 230 0 0.0% Q2 2026 Aug 06, 2026
Northwest Wealth Advisors, LLC History No change 187,942 11,424 6.56% 6.56% 231 0 0.0% Q2 2026 Jul 23, 2026
PECAUT & CO. History No change 185,397 11,270 3.43% 3.43% 232 0 0.0% Q2 2026 Aug 03, 2026
Walsh & Associates, LLC History No change 184,501 11,215 9.16% 9.16% 233 0 0.0% Q2 2026 Jul 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 183,066 11,128 1.62% 1.62% 234 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 179,401 10,905 0.07% 0.07% 235 0 0.0% Q2 2026 Jul 20, 2026
FORONJY FINANCIAL LLC History No change 177,040 10,762 3.95% 3.95% 236 0 0.0% Q2 2026 Jul 23, 2026
Measured Wealth Private Client Group, LLC History No change 174,125 10,585 2.56% 2.56% 237 0 0.0% Q2 2026 Aug 10, 2026
Cresset Asset Management, LLC History No change 173,144 10,525 0.04% 0.04% 238 0 0.0% Q2 2026 Aug 14, 2026
Bensler, LLC History No change 172,288 10,473 0.93% 0.93% 239 0 0.0% Q2 2026 Jul 23, 2026
Oak Harvest Investment Services History No change 171,595 10,431 0.97% 0.97% 240 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 169,765 10,320 0.16% 0.16% 241 0 0.0% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 167,230 10,165 0.48% 0.48% 242 0 0.0% Q2 2026 Jul 28, 2026
Cobblestone Asset Management LLC History No change 167,149 10,160 4.24% 4.24% 243 0 0.0% Q2 2026 Jul 21, 2026
Financial Management Professionals, Inc. History No change 166,508 10,122 0.96% 0.96% 244 0 0.0% Q2 2026 Jul 09, 2026
LYNCH & ASSOCIATES/IN History No change 166,194 10,102 1.76% 1.76% 245 0 0.0% Q2 2026 Jul 13, 2026
M&T BANK CORP History No change 165,860 10,083 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 04, 2026
Auour Investments LLC History No change 165,322 10,049 2.88% 2.88% 247 0 0.0% Q2 2026 Jul 21, 2026
Uptown Financial Advisors LLC History No change 164,321 9,989 6.58% 6.58% 248 0 0.0% Q2 2026 Jul 10, 2026
Olde Wealth Management, LLC History No change 162,652 9,887 2.8% 2.8% 249 0 0.0% Q2 2026 Aug 13, 2026
NewSquare Capital LLC History No change 162,102 9,854 0.73% 0.73% 250 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 161,722 9,831 1.14% 1.14% 251 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 158,714 9,648 0.25% 0.25% 252 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 158,589 9,640 0.2% 0.2% 253 0 0.0% Q2 2026 Aug 03, 2026
Town Capital LLC History No change 156,609 9,520 6.04% 6.04% 254 0 0.0% Q2 2026 Jul 27, 2026
Ignite Planners, LLC History No change 155,533 9,461 1.3% 1.3% 255 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 154,529 9,393 0.18% 0.18% 256 0 0.0% Q2 2026 Jul 15, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 154,433 9,387 0.92% 0.92% 257 0 0.0% Q2 2026 Jul 28, 2026
Stone Summit Wealth LLC History No change 152,106 9,246 2.35% 2.35% 258 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 152,069 9,244 1.51% 1.51% 259 0 0.0% Q2 2026 Jul 24, 2026
MEMBERS WEALTH LLC History No change 150,222 9,131 5.01% 5.01% 260 0 0.0% Q2 2026 Jul 09, 2026
Retirement Management Systems Inc. History No change 149,405 9,082 1.86% 1.86% 261 0 0.0% Q2 2026 Jul 21, 2026
Quent Capital, LLC History No change 149,189 9,069 0.56% 0.56% 262 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 147,881 8,989 0.0% 0.0% 263 0 0.0% Q2 2026 Sep 02, 2026
SeedSafe Financial LLC History No change 146,629 8,911 6.42% 6.42% 264 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Group, LLC History No change 142,806 8,681 0.51% 0.51% 265 0 0.0% Q2 2026 Jul 27, 2026
TOP Private Wealth LLC. History No change 142,308 8,650 8.3% 8.3% 266 0 0.0% Q2 2026 Aug 13, 2026
Centennial Wealth Advisory LLC History No change 141,742 8,616 1.86% 1.86% 267 0 0.0% Q2 2026 Jul 13, 2026
Mutual Advisors, LLC History No change 141,243 8,586 0.16% 0.16% 268 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 140,864 8,563 0.48% 0.48% 269 0 0.0% Q2 2026 Aug 04, 2026
Cannon Wealth Management Services, LLC History No change 139,863 8,502 4.65% 4.65% 270 0 0.0% Q2 2026 Aug 11, 2026
Milestones Private Investment Advisors LLC History No change 138,243 8,403 6.69% 6.69% 271 0 0.0% Q2 2026 Jul 24, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 137,525 8,360 3.78% 3.78% 272 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 136,424 8,293 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 136,148 8,276 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 07, 2026
Trilogy Capital Inc. History No change 136,124 8,274 0.32% 0.32% 275 0 0.0% Q2 2026 Jul 02, 2026
City Center Advisors, LLC History Added to 131,602 8,044 6.15% 6.42% 276 +1,074 0.82% Q3 2026 Oct 07, 2026
Focus Partners Advisor Solutions, LLC History No change 128,853 7,833 0.07% 0.07% 277 0 0.0% Q2 2026 Aug 06, 2026
Laurel Wealth Planning LLC History No change 128,282 7,798 3.45% 3.45% 278 0 0.0% Q2 2026 Jul 30, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 127,558 7,754 5.7% 5.7% 279 0 0.0% Q2 2026 Jul 28, 2026
Goldstone Financial Group, LLC History No change 127,395 7,744 0.71% 0.71% 280 0 0.0% Q2 2026 Aug 11, 2026
Modera Wealth Management, LLC History No change 126,954 7,717 0.08% 0.08% 281 0 0.0% Q2 2026 Aug 03, 2026
Sharkey, Howes & Javer History No change 122,220 7,429 0.9% 0.9% 282 0 0.0% Q2 2026 Jul 09, 2026
Collaborative Wealth Managment Inc. History No change 120,975 7,354 3.08% 3.08% 283 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 119,996 7,294 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 06, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 119,427 7,259 2.93% 2.93% 285 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 117,655 7,152 0.22% 0.22% 286 0 0.0% Q2 2026 Jul 15, 2026
Vision Capital Management, Inc. History No change 115,939 7,047 0.8% 0.8% 287 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 115,100 6,996 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 114,870 6,982 0.07% 0.07% 289 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 114,513 6,961 0.41% 0.41% 290 0 0.0% Q2 2026 Aug 10, 2026
Occidental Asset Management, LLC History No change 113,947 6,926 0.69% 0.69% 291 0 0.0% Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History No change 112,720 6,852 0.44% 0.44% 292 0 0.0% Q2 2026 Aug 14, 2026
WRAPMANAGER INC History No change 112,110 6,815 2.13% 2.13% 293 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 110,758 6,733 0.28% 0.28% 294 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 110,181 6,697 1.65% 1.65% 295 0 0.0% Q2 2026 Jul 30, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 110,087 6,692 1.05% 1.05% 296 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 109,824 6,676 0.1% 0.1% 297 0 0.0% Q2 2026 Jul 15, 2026
TAGStone Capital, Inc. History No change 109,108 6,632 2.11% 2.11% 298 0 0.0% Q2 2026 Aug 11, 2026
CEERA INVESTMENTS, LLC History No change 108,046 6,568 2.78% 2.78% 299 0 0.0% Q2 2026 Aug 05, 2026
Vertex Planning Partners, LLC History No change 107,805 6,553 0.97% 0.97% 300 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 107,753 6,550 0.11% 0.11% 301 0 0.0% Q2 2026 Jul 21, 2026
SIMA Wealth Partners, LLC History No change 106,953 6,501 4.61% 4.61% 302 0 0.0% Q2 2026 Jul 28, 2026
AA Financial Advisors, LLC History No change 106,701 6,486 0.78% 0.78% 303 0 0.0% Q2 2026 Jul 17, 2026
HARBOUR INVESTMENTS, INC. History No change 106,397 6,467 0.09% 0.09% 304 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 106,289 6,461 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 106,068 6,447 0.07% 0.07% 306 0 0.0% Q2 2026 Aug 10, 2026
SHARPEPOINT LLC History No change 101,939 6,196 3.1% 3.1% 307 0 0.0% Q2 2026 Jul 29, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 101,806 6,189 1.57% 1.57% 308 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 100,915 6,134 0.61% 0.61% 309 0 0.0% Q2 2026 Aug 06, 2026
RFG - Bristol Wealth Advisors, LLC History No change 100,760 6,125 1.48% 1.48% 310 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 99,573 6,053 0.64% 0.64% 311 0 0.0% Q2 2026 Jul 29, 2026
Inman Jager Wealth Management, LLC History No change 99,177 6,028 3.21% 3.21% 312 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone National Bank & Trust Co History No change 98,106 5,984 2.02% 2.02% 313 0 0.0% Q2 2026 Jul 21, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 98,285 5,974 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 13, 2026
Broussard Financial Group LLC History No change 98,004 5,957 4.77% 4.77% 315 0 0.0% Q2 2026 Jul 27, 2026
Modern Wealth Management, LLC History No change 97,451 5,924 0.07% 0.07% 316 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 96,454 5,863 0.19% 0.19% 317 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 96,454 5,863 0.66% 0.66% 318 0 0.0% Q2 2026 Jul 31, 2026
Phoenix Wealth Advisors History No change 96,330 5,855 1.97% 1.97% 319 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 96,209 5,848 0.03% 0.03% 320 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 93,694 5,715 0.47% 0.47% 321 0 0.0% Q2 2026 Aug 07, 2026
Private Advisory Group LLC History No change 93,852 5,705 0.31% 0.31% 322 0 0.0% Q2 2026 Aug 06, 2026
Horizon Family Wealth, Inc. History No change 93,820 5,703 2.6% 2.6% 323 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 93,042 5,656 0.3% 0.3% 324 0 0.0% Q2 2026 Jul 27, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 91,094 5,568 1.43% 1.65% 325 -13,269 -12.71% Q3 2026 Oct 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 91,036 5,534 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 07, 2026
Bucket List Wealth Management, LLC History No change 90,859 5,523 2.72% 2.72% 327 0 0.0% Q2 2026 Jul 16, 2026
PACIFIC FINANCIAL GROUP INC History No change 90,666 5,511 2.64% 2.64% 328 0 0.0% Q2 2026 Aug 13, 2026
Clear Retirement Advice LLC History No change 89,583 5,445 3.73% 3.73% 329 0 0.0% Q2 2026 Jul 15, 2026
Independent Wealth Network Inc. History No change 88,671 5,390 1.37% 1.37% 330 0 0.0% Q2 2026 Jul 20, 2026
DecisionMap Wealth Management, LLC History No change 88,440 5,376 3.01% 3.01% 331 0 0.0% Q2 2026 Jul 21, 2026
Sterling Group Wealth Management, LLC History No change 88,092 5,355 2.2% 2.2% 332 0 0.0% Q2 2026 Aug 03, 2026
Visionary Wealth Advisors History No change 87,737 5,333 0.21% 0.21% 333 0 0.0% Q2 2026 Aug 13, 2026
Braun-Bostich & Associates Inc. History No change 87,227 5,302 2.96% 2.96% 334 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 87,043 5,291 0.42% 0.42% 335 0 0.0% Q2 2026 Jul 28, 2026
Smith Partners Wealth Management, LLC History No change 86,876 5,281 4.2% 4.2% 336 0 0.0% Q2 2026 Aug 10, 2026
Asset Management Group, Inc. History No change 86,723 5,271 0.77% 0.77% 337 0 0.0% Q2 2026 Aug 14, 2026
Benchmark Financial, LLC History No change 86,110 5,234 4.27% 4.27% 338 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 85,530 5,199 0.35% 0.35% 339 0 0.0% Q2 2026 Jul 21, 2026
WealthTrak Capital Management LLC History No change 85,523 5,198 3.42% 3.42% 340 0 0.0% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History No change 84,817 5,156 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 84,129 5,114 0.12% 0.12% 342 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 83,631 5,083 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 18, 2026
Buttonwood Financial Group, LLC History No change 82,380 5,007 2.86% 2.86% 344 0 0.0% Q2 2026 Jul 30, 2026
Intergy Private Wealth, LLC History No change 82,226 4,998 1.15% 1.15% 345 0 0.0% Q2 2026 Jul 17, 2026
Waterloo Capital, L.P. History No change 81,430 4,950 0.28% 0.28% 346 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 81,244 4,941 0.03% 0.03% 347 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 81,170 4,934 2.48% 2.48% 348 0 0.0% Q2 2026 Jul 30, 2026
Arete Wealth Advisors, LLC History No change 81,138 4,932 0.33% 0.33% 349 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 80,831 4,913 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 07, 2026
Clarus Wealth Advisors History No change 80,042 4,905 1.89% 1.89% 351 0 0.0% Q2 2026 Jul 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 80,652 4,902 0.3% 0.3% 352 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 80,207 4,876 0.11% 0.11% 353 0 0.0% Q2 2026 Aug 05, 2026
CVFG LLC History No change 79,573 4,837 0.51% 0.51% 354 0 0.0% Q2 2026 Aug 11, 2026
SOA Wealth Advisors, LLC. History No change 79,103 4,808 0.81% 0.81% 355 0 0.0% Q2 2026 Jul 21, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 77,884 4,734 1.13% 1.13% 356 0 0.0% Q2 2026 Jul 15, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 76,397 4,644 1.24% 1.24% 357 0 0.0% Q2 2026 Jul 16, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 74,036 4,500 3.81% 3.81% 358 0 0.0% Q2 2026 Aug 03, 2026
Jacksonville Wealth Management, LLC History No change 73,834 4,488 2.54% 2.54% 359 0 0.0% Q2 2026 Aug 04, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 73,382 4,460 0.51% 0.51% 360 0 0.0% Q2 2026 Jul 07, 2026
MOTIVE WEALTH ADVISORS History No change 73,114 4,444 1.83% 1.83% 361 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 72,628 4,415 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 72,626 4,414 0.4% 0.4% 363 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 72,527 4,408 0.09% 0.09% 364 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 71,999 4,376 0.89% 0.89% 365 0 0.0% Q2 2026 Jul 17, 2026
Spectrum Advisors, Inc. History No change 70,938 4,312 3.05% 3.05% 366 0 0.0% Q2 2026 Oct 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 70,903 4,310 0.13% 0.13% 367 0 0.0% Q2 2026 Jul 31, 2026
Partners in Financial Planning History No change 70,630 4,293 0.65% 0.65% 368 0 0.0% Q2 2026 Aug 10, 2026
JDM Financial Group LLC History No change 70,373 4,277 1.46% 1.46% 369 0 0.0% Q2 2026 Aug 17, 2026
Gotham Asset Management, LLC History No change 70,092 4,260 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 69,813 4,243 0.05% 0.05% 371 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 68,955 4,191 0.13% 0.13% 372 0 0.0% Q2 2026 Jul 09, 2026
TritonPoint Partners, LLC History No change 68,955 4,191 0.35% 0.35% 373 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 68,916 4,189 0.04% 0.04% 374 0 0.0% Q2 2026 Aug 05, 2026
PAX Financial Group, LLC History No change 68,791 4,181 0.62% 0.62% 375 0 0.0% Q2 2026 Aug 05, 2026
Yukon Wealth Management, Inc. History No change 68,523 4,165 1.19% 1.19% 376 0 0.0% Q2 2026 Aug 14, 2026
Shum Financial Group, Inc. History No change 68,415 4,158 2.51% 2.51% 377 0 0.0% Q2 2026 Jul 22, 2026
Advisor OS, LLC History No change 68,318 4,153 0.28% 0.28% 378 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 66,464 4,040 0.05% 0.05% 379 0 0.0% Q2 2026 Aug 07, 2026
Friday Financial History No change 64,969 4,015 1.08% 1.08% 380 0 0.0% Q2 2026 Jul 09, 2026
Envestnet Portfolio Solutions, Inc. History No change 65,628 3,989 0.02% 0.02% 381 0 0.0% Q2 2026 Sep 23, 2026
MidAtlantic Capital Management, Inc. History No change 65,153 3,960 2.46% 2.46% 382 0 0.0% Q2 2026 Aug 10, 2026
Inspire Advisors, LLC History No change 65,014 3,952 0.27% 0.27% 383 0 0.0% Q2 2026 Aug 13, 2026
WEALTHGARDEN F.S. LLC History No change 64,871 3,943 2.24% 2.24% 384 0 0.0% Q2 2026 Jul 31, 2026
Freedom Investment Management, Inc. History No change 64,161 3,900 1.09% 1.09% 385 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 63,093 3,835 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 13, 2026
Penserra Capital Management LLC History No change 62,943 3,826 0.03% 0.03% 387 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 62,003 3,806 0.08% 0.08% 388 0 0.0% Q2 2026 Jul 29, 2026
JNBA Financial Advisors History No change 62,238 3,783 0.29% 0.29% 389 0 0.0% Q2 2026 Jul 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 62,067 3,773 0.11% 0.11% 390 0 0.0% Q2 2026 Aug 10, 2026
MBM WEALTH CONSULTANTS, LLC History No change 61,919 3,764 0.73% 0.73% 391 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth Management, LLC History No change 61,650 3,747 0.16% 0.16% 392 0 0.0% Q2 2026 Jul 22, 2026
Opal Wealth Advisors, LLC History No change 61,355 3,729 0.81% 0.81% 393 0 0.0% Q2 2026 Jul 20, 2026
Freestone Capital Holdings, LLC History No change 61,043 3,710 0.1% 0.1% 394 0 0.0% Q2 2026 Jul 31, 2026
Prospera Financial Services Inc History No change 61,038 3,710 0.05% 0.05% 395 0 0.0% Q2 2026 Jul 15, 2026
Glen Eagle Advisors, LLC History No change 60,911 3,702 0.47% 0.47% 396 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 60,668 3,688 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 13, 2026
Breachway Investments LLC History No change 60,094 3,653 5.5% 5.5% 398 0 0.0% Q2 2026 Jul 13, 2026
CORDA Investment Management, LLC. History No change 59,964 3,645 0.22% 0.22% 399 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History No change 59,506 3,617 0.35% 0.35% 400 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 58,820 3,575 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 10, 2026
American Investment Services, Inc. History No change 58,237 3,540 0.75% 0.75% 402 0 0.0% Q2 2026 Aug 12, 2026
Balefire, LLC History No change 57,705 3,507 0.57% 0.57% 403 0 0.0% Q2 2026 Jul 07, 2026
PSI Advisors, LLC History No change 56,763 3,450 0.8% 0.8% 404 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 56,621 3,441 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 14, 2026
Axis Wealth Partners, LLC History No change 56,555 3,437 1.65% 1.65% 406 0 0.0% Q2 2026 Jul 28, 2026
Perigon Wealth Management, LLC History No change 55,949 3,401 0.05% 0.05% 407 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History No change 54,125 3,365 0.25% 0.25% 408 0 0.0% Q2 2026 Jul 29, 2026
Topel & Distasi Wealth Management, LLC History No change 54,436 3,309 1.6% 1.6% 409 0 0.0% Q2 2026 Aug 07, 2026
Keystone Financial Group History No change 53,858 3,274 0.19% 0.19% 410 0 0.0% Q2 2026 Jul 29, 2026
US BANCORP \DE\ History No change 53,469 3,250 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 12, 2026
Global Financial Private Client, LLC History No change 53,283 3,239 0.88% 0.88% 412 0 0.0% Q2 2026 Jul 20, 2026
Keener Financial Planning LLC History No change 53,193 3,233 1.16% 1.16% 413 0 0.0% Q2 2026 Jul 31, 2026
Demars Financial Group, LLC History No change 53,147 3,230 0.89% 0.89% 414 0 0.0% Q2 2026 Jul 21, 2026
Advyzon Investment Management, LLC History No change 53,016 3,222 0.23% 0.23% 415 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 52,913 3,216 0.49% 0.49% 416 0 0.0% Q2 2026 Jul 23, 2026
Affinity Capital Advisors, LLC History No change 51,878 3,208 0.4% 0.4% 417 0 0.0% Q2 2026 Jul 08, 2026
NORDEN GROUP LLC History No change 52,190 3,172 0.26% 0.26% 418 0 0.0% Q2 2026 Jul 29, 2026
Koss-Olinger Consulting, LLC History No change 51,812 3,149 0.24% 0.24% 419 0 0.0% Q2 2026 Aug 10, 2026
Copia Wealth Management History No change 51,681 3,141 1.89% 1.89% 420 0 0.0% Q2 2026 Aug 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 51,542 3,133 0.32% 0.32% 421 0 0.0% Q2 2026 Jul 28, 2026
Raab & Moskowitz Asset Management LLC History No change 51,450 3,127 0.63% 0.63% 422 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 51,134 3,108 0.07% 0.07% 423 0 0.0% Q2 2026 Aug 14, 2026
Cordatus Wealth Management LLC History No change 50,818 3,089 0.68% 0.68% 424 0 0.0% Q2 2026 Jul 29, 2026
Partnership Wealth Management, LLC History Reduced 49,101 3,001 2.14% 2.16% 425 -3,540 -6.72% Q3 2026 Oct 05, 2026
JT Stratford LLC History No change 48,575 2,952 0.32% 0.32% 426 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 48,493 2,948 0.1% 0.1% 427 0 0.0% Q2 2026 Aug 12, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 47,549 2,890 1.35% 1.35% 428 0 0.0% Q2 2026 Jul 17, 2026
ArborFi Advisors, LLC History No change 46,987 2,856 2.07% 2.07% 429 0 0.0% Q2 2026 Aug 06, 2026
VANCE WEALTH, LLC History No change 46,829 2,846 0.64% 0.64% 430 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 46,573 2,831 0.34% 0.34% 431 0 0.0% Q2 2026 Jul 08, 2026
Slagle Financial, LLC History No change 46,418 2,821 0.84% 0.84% 432 0 0.0% Q2 2026 Jul 29, 2026
GLR Partners, LLC History No change 46,381 2,819 1.31% 1.31% 433 0 0.0% Q2 2026 Jul 27, 2026
Ensign Peak Advisors, Inc History No change 46,335 2,816 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
CAP Partners, LLC History No change 46,265 2,812 1.38% 1.38% 435 0 0.0% Q2 2026 Jul 30, 2026
Ausdal Financial Partners, Inc. History No change 46,157 2,805 0.11% 0.11% 436 0 0.0% Q2 2026 Aug 14, 2026
Prism Advisors, Inc. History No change 45,980 2,795 0.68% 0.68% 437 0 0.0% Q2 2026 Jul 24, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 45,994 2,795 1.43% 1.43% 438 0 0.0% Q2 2026 Jul 16, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 45,811 2,784 0.04% 0.04% 439 0 0.0% Q2 2026 Jul 14, 2026
Atria Investments, Inc History No change 45,440 2,762 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 28, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 45,423 2,761 2.33% 2.33% 441 0 0.0% Q2 2026 Jul 24, 2026
TUDOR INVESTMENT CORP ET AL History No change 45,417 2,760 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 14, 2026
1ST SOURCE BANK History No change 45,228 2,749 0.12% 0.12% 443 0 0.0% Q2 2026 Aug 06, 2026
Cooper Financial Group History Reduced 44,820 2,739 0.22% 0.23% 444 -558 -1.23% Q3 2026 Oct 07, 2026
INNEALTA CAPITAL, LLC History No change 44,798 2,723 1.45% 1.45% 445 0 0.0% Q2 2026 Aug 04, 2026
Total Clarity Wealth Management, Inc. History No change 44,143 2,683 0.52% 0.52% 446 0 0.0% Q2 2026 Jul 23, 2026
Arkadios Wealth Advisors History No change 44,034 2,676 0.04% 0.04% 447 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 43,978 2,673 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 11, 2026
Sunesis Advisors, LLC History No change 43,133 2,622 1.08% 1.08% 449 0 0.0% Q2 2026 Jul 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 43,116 2,621 0.04% 0.04% 450 0 0.0% Q2 2026 Aug 11, 2026
Foundation Wealth Management, LLC\PA History No change 42,204 2,565 0.77% 0.77% 451 0 0.0% Q2 2026 Jul 21, 2026
Wrenne Financial Planning LLC History No change 42,016 2,554 0.86% 0.86% 452 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 41,967 2,551 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 41,259 2,508 0.42% 0.42% 454 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Reduced 41,018 2,507 0.07% 1.28% 455 -674,790 -94.27% Q3 2026 Oct 08, 2026
WAYSTONE ADVISORS LLC History No change 41,197 2,504 1.87% 1.87% 456 0 0.0% Q2 2026 Jul 16, 2026
FF Advisors,LLC History No change 41,074 2,496 0.93% 0.93% 457 0 0.0% Q2 2026 Jul 29, 2026
BURNEY CO/ History No change 41,048 2,495 0.07% 0.07% 458 0 0.0% Q2 2026 Jul 14, 2026
Rehmann Capital Advisory Group History No change 40,670 2,472 0.11% 0.11% 459 0 0.0% Q2 2026 Aug 20, 2026
Financial Network Wealth Advisors LLC History No change 40,498 2,461 2.5% 2.5% 460 0 0.0% Q2 2026 Jul 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 40,248 2,446 0.32% 0.32% 461 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 39,879 2,424 0.05% 0.05% 462 0 0.0% Q2 2026 Jul 29, 2026
Stratos Investment Management, LLC History No change 39,601 2,407 0.09% 0.09% 463 0 0.0% Q2 2026 Aug 11, 2026
FCG Investment Co History No change 39,602 2,407 0.83% 0.83% 464 0 0.0% Q2 2026 Jul 13, 2026
Sequoia Financial Advisors, LLC History No change 39,541 2,403 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 17, 2026
River Street Advisors LLC History No change 39,419 2,396 0.71% 0.71% 466 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 42,343 2,395 0.41% 0.41% 467 0 0.0% Q2 2026 Aug 03, 2026
Valpey Financial Services, LLC History No change 39,336 2,391 1.42% 1.42% 468 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 39,292 2,388 0.11% 0.11% 469 0 0.0% Q2 2026 Jul 23, 2026
MidFirst Bank History No change 39,085 2,375 0.17% 0.17% 470 0 0.0% Q2 2026 Aug 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 38,475 2,338 0.16% 0.16% 471 0 0.0% Q2 2026 Aug 05, 2026
Wealth Advisors Northwest LLC History No change 38,027 2,311 0.79% 0.79% 472 0 0.0% Q2 2026 Jul 14, 2026
Compound Planning, Inc. History No change 37,675 2,290 0.06% 0.06% 473 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 40,416 2,286 0.06% 0.06% 474 0 0.0% Q2 2026 Aug 13, 2026
LEE DANNER & BASS INC History No change 36,831 2,238 0.13% 0.13% 475 0 0.0% Q2 2026 Jul 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 36,596 2,237 0.52% 0.55% 476 -765 -2.05% Q3 2026 Oct 06, 2026
Jupiter Topco LLC History No change 35,993 2,188 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 35,399 2,151 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
Seaside Wealth Management, Inc. History No change 35,297 2,145 0.53% 0.53% 479 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 34,712 2,110 0.04% 0.04% 480 0 0.0% Q2 2026 Jul 20, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 34,528 2,098 1.43% 1.43% 481 0 0.0% Q2 2026 Aug 07, 2026
Clark Capital Management Group, Inc. History No change 34,460 2,094 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 11, 2026
Laurel Wealth Advisors LLC History No change 34,339 2,087 0.2% 0.2% 483 0 0.0% Q2 2026 Jul 17, 2026
Global Assets Advisory, LLC History No change 34,058 2,082 0.45% 0.45% 484 0 0.0% Q2 2026 Jul 27, 2026
Tradewinds Capital Management, LLC History No change 34,223 2,080 0.37% 0.37% 485 0 0.0% Q2 2026 Jul 23, 2026
Tranquilli Financial Advisor LLC History No change 34,099 2,072 1.12% 1.12% 486 0 0.0% Q2 2026 Aug 07, 2026
Relyea Zuckerberg Hanson LLC History No change 33,518 2,037 0.17% 0.17% 487 0 0.0% Q2 2026 Jul 16, 2026
Onyx Bridge Wealth Group LLC History No change 33,337 2,026 0.18% 0.18% 488 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 33,105 2,012 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 14, 2026
RHS Financial, LLC History No change 32,915 2,000 0.81% 0.81% 490 0 0.0% Q2 2026 Aug 07, 2026
Apella Capital, LLC History Added to 32,180 1,988 0.03% 0.03% 491 +718 2.28% Q3 2026 Oct 08, 2026
OneDigital Investment Advisors LLC History No change 32,444 1,972 0.02% 0.02% 492 0 0.0% Q2 2026 Aug 06, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 32,212 1,958 0.13% 0.13% 493 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 32,075 1,949 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 31,673 1,925 0.37% 0.37% 495 0 0.0% Q2 2026 Jul 23, 2026
Certified Advisory Corp History No change 31,636 1,923 0.16% 0.16% 496 0 0.0% Q2 2026 Jul 16, 2026
Weitzel Financial Services, Inc. History No change 30,901 1,899 0.65% 0.65% 497 0 0.0% Q2 2026 Jul 14, 2026
BROWN ADVISORY INC History No change 30,652 1,863 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 30,547 1,856 0.65% 0.65% 499 0 0.0% Q2 2026 Jul 30, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 30,493 1,853 0.11% 0.11% 500 0 0.0% Q2 2026 Aug 13, 2026
Summit Investment Advisory Services, LLC History No change 30,425 1,849 0.46% 0.46% 501 0 0.0% Q2 2026 Jul 24, 2026
Altman Advisors, Inc. History No change 158,875 1,836 0.66% 0.66% 502 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 30,178 1,834 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 30,068 1,827 0.12% 0.12% 504 0 0.0% Q2 2026 Aug 04, 2026
Tidal Investments LLC History No change 29,874 1,816 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 29,745 1,808 0.21% 0.21% 506 0 0.0% Q2 2026 Jul 22, 2026
Sanchez Gaunt Capital Management, LLC History No change 29,450 1,790 1.0% 1.0% 507 0 0.0% Q2 2026 Aug 14, 2026
Third View Private Wealth, LLC History No change 29,400 1,787 0.22% 0.22% 508 0 0.0% Q2 2026 Jul 27, 2026
Thayer Financial, L.L.C. History No change 29,371 1,785 1.62% 1.62% 509 0 0.0% Q2 2026 Jul 08, 2026
Wall Capital Group, Inc. History No change 29,230 1,776 1.45% 1.45% 510 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 29,033 1,774 0.48% 0.49% 511 -1,596 -5.21% Q3 2026 Oct 02, 2026
Empowered Funds, LLC History No change 28,982 1,761 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 14, 2026
Bridgewealth Advisory Group, LLC History No change 28,966 1,760 0.33% 0.33% 513 0 0.0% Q2 2026 Jul 27, 2026
WealthPlan Investment Management, LLC History No change 28,746 1,747 0.09% 0.09% 514 0 0.0% Q2 2026 Jul 28, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 28,708 1,745 0.54% 0.54% 515 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY TRUST CO History No change 28,580 1,737 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 28,484 1,731 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 28,360 1,724 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 14, 2026
Integrity Wealth Solutions LLC History No change 28,362 1,724 0.64% 0.64% 519 0 0.0% Q2 2026 Jul 30, 2026
PFG Advisors History No change 28,349 1,723 0.09% 0.09% 520 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 28,255 1,717 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 12, 2026
Intrua Financial, LLC History No change 28,110 1,708 0.16% 0.16% 522 0 0.0% Q2 2026 Jul 24, 2026
SteelPeak Wealth, LLC History No change 28,090 1,707 0.04% 0.04% 523 0 0.0% Q2 2026 Jul 13, 2026
RIK SAYLOR FINANCIAL, INC. History No change 27,876 1,694 1.12% 1.12% 524 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 27,852 1,693 0.05% 0.05% 525 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Financial Services LLC History No change 27,821 1,691 0.08% 0.08% 526 0 0.0% Q2 2026 Aug 11, 2026
Index Fund Advisors, Inc. History No change 27,522 1,673 0.07% 0.07% 527 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 27,319 1,660 0.1% 0.1% 528 0 0.0% Q2 2026 Aug 17, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 27,121 1,648 0.44% 0.44% 529 0 0.0% Q2 2026 Jul 15, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 27,000 1,641 0.39% 0.39% 530 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 26,663 1,620 0.03% 0.03% 531 0 0.0% Q2 2026 Aug 11, 2026
Redwood Financial Network Corp History No change 26,569 1,615 0.9% 0.9% 532 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 26,408 1,605 0.06% 0.06% 533 0 0.0% Q2 2026 Jul 23, 2026
Flagship Private Wealth, LLC History No change 26,309 1,599 0.57% 0.57% 534 0 0.0% Q2 2026 Aug 04, 2026
WHITE PINE CAPITAL LLC History No change 26,046 1,583 0.37% 0.37% 535 0 0.0% Q2 2026 Aug 05, 2026
REDW Wealth LLC History No change 25,769 1,566 0.56% 0.56% 536 0 0.0% Q2 2026 Jul 30, 2026
MKT Advisors LLC History No change 25,295 1,563 0.49% 0.49% 537 0 0.0% Q2 2026 Jul 09, 2026
Redwood Investment Management, LLC History No change 25,543 1,553 0.15% 0.15% 538 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 25,518 1,551 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 25,464 1,547 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 10, 2026
Confluence Wealth Services, Inc. History No change 25,169 1,530 0.04% 0.04% 541 0 0.0% Q2 2026 Jul 22, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 25,107 1,526 0.06% 0.06% 542 0 0.0% Q2 2026 Aug 13, 2026
Roan Capital Partners History No change 25,062 1,523 1.26% 1.26% 543 0 0.0% Q2 2026 Jul 08, 2026
Riverpoint Wealth Management Holdings, LLC History No change 24,936 1,515 0.28% 0.28% 544 0 0.0% Q2 2026 Jul 27, 2026
Diversified Portfolios, Inc. History No change 24,837 1,509 0.11% 0.11% 545 0 0.0% Q2 2026 Aug 04, 2026
DAGCO, INC. History No change 24,780 1,506 0.28% 0.28% 546 0 0.0% Q2 2026 Jul 10, 2026
BLAIR WILLIAM & CO/IL History No change 24,359 1,480 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 24,357 1,480 0.04% 0.04% 548 0 0.0% Q2 2026 Aug 11, 2026
Idaho Trust Co History No change 24,360 1,480 0.43% 0.43% 549 0 0.0% Q2 2026 Aug 06, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 24,346 1,479 0.03% 0.03% 550 0 0.0% Q2 2026 Aug 11, 2026
Legacy Edge Advisors, LLC History No change 24,267 1,475 0.14% 0.14% 551 0 0.0% Q2 2026 Aug 11, 2026
CWA Asset Management Group, LLC History No change 24,245 1,473 0.04% 0.04% 552 0 0.0% Q2 2026 Jul 14, 2026
Ellevest, Inc. History No change 24,025 1,448 0.17% 0.17% 553 0 0.0% Q2 2026 Aug 10, 2026
Alpha Zero LLC History No change 23,154 1,441 0.55% 0.55% 554 0 0.0% Q2 2026 Jul 17, 2026
Alliance Private Wealth, LLC History No change 23,583 1,433 0.5% 0.5% 555 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisory Services, LLC History No change 23,559 1,432 0.09% 0.09% 556 0 0.0% Q2 2026 Jul 23, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 23,568 1,432 0.18% 0.18% 557 0 0.0% Q2 2026 Aug 25, 2026
Optivise Advisory Services LLC History No change 23,312 1,417 0.72% 0.72% 558 0 0.0% Q2 2026 Jul 13, 2026
HB Wealth Management, LLC History No change 23,009 1,398 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 29, 2026
Lantern Wealth Advisors, LLC History No change 22,928 1,393 0.64% 0.64% 560 0 0.0% Q2 2026 Jul 28, 2026
TOWNSQUARE CAPITAL LLC History No change 22,903 1,392 0.26% 0.26% 561 0 0.0% Q2 2026 Aug 14, 2026
Lifeworks Advisors, LLC History No change 22,656 1,377 0.14% 0.14% 562 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 22,365 1,359 0.43% 0.43% 563 0 0.0% Q2 2026 Jul 31, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 21,998 1,337 0.92% 0.92% 564 0 0.0% Q2 2026 Jul 24, 2026
Signal Advisors Wealth, LLC History No change 21,668 1,317 0.07% 0.07% 565 0 0.0% Q2 2026 Aug 04, 2026
Tempus Wealth Planning, LLC History No change 21,611 1,313 0.26% 0.26% 566 0 0.0% Q2 2026 Jul 22, 2026
MATAURO, LLC History No change 21,497 1,306 0.17% 0.17% 567 0 0.0% Q2 2026 Jul 21, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 21,428 1,302 0.37% 0.37% 568 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 21,404 1,301 0.04% 0.04% 569 0 0.0% Q2 2026 Jul 27, 2026
Founders Financial Alliance, LLC History No change 21,399 1,300 0.17% 0.17% 570 0 0.0% Q2 2026 Aug 04, 2026
Towerpoint Wealth, LLC History No change 21,375 1,299 0.45% 0.45% 571 0 0.0% Q2 2026 Jul 09, 2026
GGM Financial LLC History No change 21,110 1,283 0.49% 0.49% 572 0 0.0% Q2 2026 Jul 23, 2026
Coppell Advisory Solutions LLC History No change 37,291 1,265 0.1% 0.1% 573 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 20,506 1,246 0.06% 0.06% 574 0 0.0% Q2 2026 Aug 04, 2026
American Money Management, LLC History No change 20,502 1,246 0.18% 0.18% 575 0 0.0% Q2 2026 Aug 13, 2026
Argent Trust Co History No change 20,336 1,236 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History No change 20,169 1,226 0.05% 0.05% 577 0 0.0% Q2 2026 Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 19,798 1,203 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 19,674 1,195 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 13, 2026
Graney & King, LLC History No change 19,618 1,192 0.43% 0.43% 580 0 0.0% Q2 2026 Aug 07, 2026
Wells Financial Advisors INC History No change 19,442 1,181 10.96% 10.96% 581 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 19,383 1,178 0.06% 0.06% 582 0 0.0% Q2 2026 Jul 29, 2026
M3 Advisory Group, LLC History No change 19,162 1,164 0.6% 0.6% 583 0 0.0% Q2 2026 Jul 24, 2026
GREENLEAF TRUST History No change 19,105 1,161 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 21, 2026
Triton Financial Group Inc History No change 19,004 1,155 0.66% 0.66% 585 0 0.0% Q2 2026 Aug 17, 2026
Centerpoint Advisors, LLC History No change 18,878 1,148 0.33% 0.33% 586 0 0.0% Q2 2026 Aug 05, 2026
Advisors Capital Management, LLC History No change 18,747 1,139 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Financial Services, LLC History No change 18,669 1,134 0.15% 0.15% 588 0 0.0% Q2 2026 Jul 15, 2026
Cadia Private Client LLC History No change 18,590 1,130 0.81% 0.81% 589 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 18,574 1,129 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 20, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 18,490 1,124 0.55% 0.55% 591 0 0.0% Q2 2026 Jul 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 18,448 1,121 0.21% 0.21% 592 0 0.0% Q2 2026 Jul 23, 2026
Peck Wealth Management, LLC History No change 18,450 1,121 0.94% 0.94% 593 0 0.0% Q2 2026 Jul 31, 2026
Frisch Financial Group, Inc. History No change 18,378 1,117 0.19% 0.19% 594 0 0.0% Q2 2026 Aug 14, 2026
Financial Insights, Inc. History No change 18,245 1,109 0.29% 0.29% 595 0 0.0% Q2 2026 Aug 25, 2026
Sequent Asset Management, LLC History No change 18,171 1,104 0.47% 0.47% 596 0 0.0% Q2 2026 Jul 21, 2026
Integrated Advisors Network LLC History No change 18,111 1,100 0.05% 0.05% 597 0 0.0% Q2 2026 Aug 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 18,044 1,096 0.41% 0.41% 598 0 0.0% Q2 2026 Jul 21, 2026
Petersen Hastings Wealth Advisors Inc. History No change 18,021 1,095 0.09% 0.09% 599 0 0.0% Q2 2026 Jul 17, 2026
SVB WEALTH LLC History No change 17,921 1,089 0.07% 0.07% 600 0 0.0% Q2 2026 Jul 17, 2026
Waldron Private Wealth LLC History No change 17,910 1,088 0.04% 0.04% 601 0 0.0% Q2 2026 Jul 20, 2026
Wagner Wealth Management, Corp History No change 17,767 1,080 0.87% 0.87% 602 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 17,653 1,073 0.03% 0.03% 603 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 17,576 1,068 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 17,292 1,051 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 13, 2026
Community Bank, N.A. History No change 17,289 1,050 0.11% 0.11% 606 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 17,036 1,035 0.1% 0.1% 607 0 0.0% Q2 2026 Sep 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 17,000 1,033 0.09% 0.09% 608 0 0.0% Q2 2026 Jul 16, 2026
Costello Asset Management, INC History No change 16,988 1,032 0.31% 0.31% 609 0 0.0% Q2 2026 Jul 28, 2026
Brown Miller Wealth Management, LLC History No change 16,804 1,021 0.26% 0.26% 610 0 0.0% Q2 2026 Jul 16, 2026
Mason Investment Advisory Services, Inc. History No change 16,658 1,012 0.04% 0.04% 611 0 0.0% Q2 2026 Aug 13, 2026
WJ Wealth Management, LLC History No change 16,605 1,009 0.4% 0.4% 612 0 0.0% Q2 2026 Aug 03, 2026
Sherman Wealth Management LLC History No change 16,488 1,002 0.75% 0.75% 613 0 0.0% Q2 2026 Jul 09, 2026
LOWERY THOMAS, LLC History No change 16,340 993 0.49% 0.49% 614 0 0.0% Q2 2026 Jul 29, 2026
Patriot Financial Group Insurance Agency, LLC History No change 16,254 988 0.1% 0.1% 615 0 0.0% Q2 2026 Jul 16, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 16,237 987 0.01% 0.01% 616 0 0.0% Q2 2026 Jul 23, 2026
Headland Capital, LLC History No change 16,124 980 0.24% 0.24% 617 0 0.0% Q2 2026 Jul 29, 2026
Sequent Planning LLC History No change 15,839 962 0.21% 0.21% 618 0 0.0% Q2 2026 Aug 14, 2026
SFMG, LLC History No change 15,756 957 0.06% 0.06% 619 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 15,598 948 0.04% 0.04% 620 0 0.0% Q2 2026 Aug 03, 2026
Ironwood Financial, llc History No change 15,345 948 0.15% 0.15% 621 0 0.0% Q2 2026 Jul 17, 2026
Schrum Private Wealth Management LLC History No change 19,461 948 0.97% 0.97% 622 0 0.0% Q2 2026 Aug 10, 2026
Beacon Capital Management, LLC History No change 15,486 941 0.14% 0.14% 623 0 0.0% Q2 2026 Jul 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 15,310 930 0.04% 0.04% 624 0 0.0% Q2 2026 Jul 23, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 15,313 930 0.65% 0.65% 625 0 0.0% Q2 2026 Jul 07, 2026
ForthRight Wealth Management, LLC History No change 15,293 929 0.24% 0.24% 626 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 15,278 928 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 14, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 15,255 927 0.34% 0.34% 628 0 0.0% Q2 2026 Jul 23, 2026
Greenspring Advisors, LLC History No change 15,229 925 0.05% 0.05% 629 0 0.0% Q2 2026 Aug 11, 2026
RKL Wealth Management LLC History No change 15,183 922 0.07% 0.07% 630 0 0.0% Q2 2026 Aug 10, 2026
Jefferies Financial Group Inc. History No change 15,000 911 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 17, 2026
Wallace Advisory Group, LLC History No change 14,933 907 0.85% 0.85% 632 0 0.0% Q2 2026 Aug 03, 2026
J. M. Brown & Associates Inc. History No change 14,928 907 0.52% 0.52% 633 0 0.0% Q2 2026 Jul 23, 2026
FIRST TRUST ADVISORS LP History No change 14,525 882 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 14,519 882 0.06% 0.06% 635 0 0.0% Q2 2026 Aug 10, 2026
Lansing Street Advisors History No change 14,318 870 0.18% 0.18% 636 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 14,301 869 0.16% 0.16% 637 0 0.0% Q2 2026 Aug 04, 2026
PENNINGTON PARTNERS & CO., LLC History No change 14,263 867 0.28% 0.28% 638 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 14,251 866 0.02% 0.02% 639 0 0.0% Q2 2026 Aug 07, 2026
RDA Financial Network History No change 14,152 860 0.19% 0.19% 640 0 0.0% Q2 2026 Jul 06, 2026
Texas Capital Bank Wealth Management Services Inc History No change 14,052 854 0.05% 0.05% 641 0 0.0% Q2 2026 Aug 07, 2026
Barnes Wealth Management Group, Inc History No change 14,038 853 0.39% 0.39% 642 0 0.0% Q2 2026 Jul 24, 2026
Lantz Financial LLC History No change 14,000 851 0.16% 0.16% 643 0 0.0% Q2 2026 Jul 09, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 13,900 849 0.17% 0.19% 644 -766 -5.22% Q3 2026 Oct 05, 2026
Liberty Atlantic Advisors LLC History No change 13,938 847 0.61% 0.61% 645 0 0.0% Q2 2026 Jul 21, 2026
SageView Advisory Group, LLC History No change 13,856 842 0.03% 0.03% 646 0 0.0% Q2 2026 Aug 10, 2026
CALTON & ASSOCIATES, INC. History No change 13,741 835 0.12% 0.12% 647 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 13,690 832 0.03% 0.03% 648 0 0.0% Q2 2026 Jul 27, 2026
SEI INVESTMENTS CO History No change 13,596 826 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 13,600 826 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 06, 2026
BOKF, NA History No change 13,572 825 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 10, 2026
Callan Family Office, LLC History No change 13,567 824 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 13,552 823 0.01% 0.01% 653 0 0.0% Q2 2026 Jul 14, 2026
HBW ADVISORY SERVICES LLC History No change 13,486 819 0.07% 0.07% 654 0 0.0% Q2 2026 Jul 16, 2026
BCGM Wealth Management, LLC History No change 13,367 812 0.17% 0.17% 655 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 13,344 811 0.03% 0.03% 656 0 0.0% Q2 2026 Jul 30, 2026
Crusonia Wealth Advisors LLC History No change 13,344 811 0.13% 0.13% 657 0 0.0% Q2 2026 Jul 30, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 13,331 810 0.12% 0.12% 658 0 0.0% Q2 2026 Jul 14, 2026
Hirtle & Co., LLC History No change 13,286 807 0.03% 0.03% 659 0 0.0% Q2 2026 Aug 14, 2026
Castleview Partners, LLC History No change 13,267 806 0.35% 0.35% 660 0 0.0% Q2 2026 Jul 20, 2026
Impact Partnership Wealth, LLC History No change 13,222 803 0.08% 0.08% 661 0 0.0% Q2 2026 Jul 29, 2026
Embree Financial Group History No change 13,217 803 0.08% 0.08% 662 0 0.0% Q2 2026 Jul 15, 2026
Wallington Asset Management, LLC History No change 13,200 802 0.1% 0.1% 663 0 0.0% Q2 2026 Jul 22, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 13,105 796 0.04% 0.04% 664 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 13,048 793 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 04, 2026
Serenus Wealth Advisors, LLC History No change 13,038 792 0.14% 0.14% 666 0 0.0% Q2 2026 Aug 05, 2026
KM Capital Management Ltd. History No change 12,868 782 0.37% 0.37% 667 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 12,687 771 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 16, 2026
Advance Capital Management, Inc. History No change 12,639 768 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 12,585 765 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 12,577 764 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 17, 2026
Frazier Financial Advisors, LLC History No change 12,553 763 0.39% 0.39% 672 0 0.0% Q2 2026 Aug 10, 2026
Caldwell Trust Co History No change 12,544 762 0.06% 0.06% 673 0 0.0% Q2 2026 Aug 03, 2026
WEDBUSH SECURITIES INC History No change 12,521 761 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 28, 2026
ROCKLAND TRUST CO History Reduced 12,428 759 0.03% 0.03% 675 -995 -7.41% Q3 2026 Oct 05, 2026
Prospect Financial Services LLC History No change 12,451 756 0.38% 0.38% 676 0 0.0% Q2 2026 Aug 06, 2026
Triad Wealth Partners, LLC History No change 11,957 746 0.04% 0.04% 677 0 0.0% Q2 2026 Aug 10, 2026
Bill Few Associates, Inc. History No change 12,259 745 0.16% 0.16% 678 0 0.0% Q2 2026 Jul 07, 2026
4WEALTH ADVISORS, INC. History No change 12,246 744 0.57% 0.57% 679 0 0.0% Q2 2026 Jul 17, 2026
Davis Wealth Advisors, LLC History No change 12,248 744 0.58% 0.58% 680 0 0.0% Q2 2026 Aug 14, 2026
Waterway Wealth Management, LLC History No change 12,190 741 0.15% 0.15% 681 0 0.0% Q2 2026 Jul 13, 2026
Kirkwood Financial Services History No change 12,113 736 0.21% 0.21% 682 0 0.0% Q2 2026 Aug 25, 2026
Edgestream Partners, L.P. History No change 11,857 720 0.02% 0.02% 683 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History No change 11,793 716 0.07% 0.07% 684 0 0.0% Q2 2026 Jul 16, 2026
MCDONALD PARTNERS LLC History No change 11,718 712 0.17% 0.17% 685 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 11,662 711 0.03% 0.03% 686 0 0.0% Q2 2026 Jul 28, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 11,694 710 0.13% 0.13% 687 0 0.0% Q2 2026 Jul 21, 2026
Sanchez Wealth Management Group History No change 11,505 699 0.12% 0.12% 688 0 0.0% Q2 2026 Jul 27, 2026
Asempa Wealth Advisors History Reduced 11,317 693 0.53% 0.58% 689 -1,402 -11.02% Q3 2026 Oct 07, 2026
HF Advisory Group, LLC History No change 11,384 692 0.21% 0.21% 690 0 0.0% Q2 2026 Jul 08, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 11,302 687 0.27% 0.27% 691 0 0.0% Q2 2026 Aug 10, 2026
Brand Asset Management Group, Inc. History No change 11,278 685 0.15% 0.15% 692 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 11,244 683 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 11,206 681 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 30, 2026
Warner Group LLC History No change 11,147 677 0.17% 0.17% 695 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 11,934 675 0.08% 0.08% 696 0 0.0% Q2 2026 Aug 05, 2026
PMG Wealth Management, Inc. History No change 11,068 672 0.42% 0.42% 697 0 0.0% Q2 2026 Aug 05, 2026
Diversified Enterprises, LLC History No change 10,937 664 0.03% 0.03% 698 0 0.0% Q2 2026 Jul 31, 2026
McGlone Suttner Wealth Management, Inc. History No change 10,762 654 0.08% 0.08% 699 0 0.0% Q2 2026 Jul 21, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 10,749 653 0.09% 0.09% 700 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 10,711 651 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 10,723 651 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 27, 2026
Rossmore Private Capital History No change 10,693 650 0.05% 0.05% 703 0 0.0% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History No change 10,680 649 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Financial Group History No change 10,674 648 0.49% 0.49% 705 0 0.0% Q2 2026 Jul 27, 2026
Smithfield Trust Co History No change 10,600 646 0.03% 0.03% 706 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 10,603 644 0.0% 0.0% 707 0 0.0% Q2 2026 Jul 13, 2026
Copley Financial Group, Inc. History No change 10,513 639 0.39% 0.39% 708 0 0.0% Q2 2026 Aug 11, 2026
YHB Investment Advisors, Inc. History Added to 10,452 638 0.04% 0.04% 710 +68 0.65% Q3 2026 Oct 08, 2026
CENTAURUS FINANCIAL, INC. History No change 10,488 638 0.02% 0.02% 709 0 0.0% Q2 2026 Aug 17, 2026
Fortune 45 LLC History No change 10,501 638 0.27% 0.27% 711 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,469 636 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 23, 2026
Midwest Trust Co History No change 10,474 636 0.01% 0.01% 713 0 0.0% Q2 2026 Aug 04, 2026
Peak Wealth Management LLC History No change 10,376 630 0.44% 0.44% 714 0 0.0% Q2 2026 Jul 14, 2026
Jacobi Capital Management LLC History No change 10,358 629 0.03% 0.03% 715 0 0.0% Q2 2026 Jul 31, 2026
Tribridge Partners Financial LLC History No change 10,055 625 0.24% 0.24% 716 0 0.0% Q2 2026 Aug 04, 2026
626 Financial, LLC History No change 10,260 623 0.24% 0.24% 717 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 10,200 620 0.05% 0.05% 718 0 0.0% Q2 2026 Aug 11, 2026
Investments & Financial Planning, LLC History No change 10,067 611 0.29% 0.29% 719 0 0.0% Q2 2026 Aug 12, 2026
Glass Jacobson Investment Advisors llc History No change 9,974 606 0.19% 0.19% 720 0 0.0% Q2 2026 Jul 30, 2026
Key Capital Management, INC History No change 9,854 599 0.31% 0.31% 721 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 9,784 594 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 24, 2026
Pathway Financial Advisors LLC History No change 9,730 594 0.07% 0.07% 723 0 0.0% Q3 2026 Oct 07, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History No change 9,707 590 0.46% 0.46% 724 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 9,679 588 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 12, 2026
Arbor Wealth Advisors LLC History No change 9,650 586 0.36% 0.36% 726 0 0.0% Q2 2026 Jul 09, 2026
Realta Investment Advisors History No change 9,636 585 0.18% 0.18% 727 0 0.0% Q2 2026 Jul 20, 2026
Composition Wealth, LLC History No change 9,588 582 0.01% 0.01% 728 0 0.0% Q2 2026 Jul 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,545 582 0.03% 0.03% 729 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 9,548 580 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 23, 2026
Ballentine Partners, LLC History No change 9,524 578 0.01% 0.01% 731 0 0.0% Q2 2026 Jul 17, 2026
MBL Wealth, LLC History No change 9,506 577 0.04% 0.04% 732 0 0.0% Q2 2026 Jul 15, 2026
Range Advisory, LLC History No change 9,470 575 0.07% 0.07% 733 0 0.0% Q2 2026 Sep 02, 2026
Regal Investment Advisors LLC History No change 9,389 570 0.03% 0.03% 734 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 9,376 569 0.06% 0.06% 735 0 0.0% Q2 2026 Jul 30, 2026
Accurate Wealth Management, LLC History No change 9,213 568 0.05% 0.05% 736 0 0.0% Q2 2026 Jul 14, 2026
Bluesphere Advisors LLC History No change 9,223 560 0.17% 0.17% 737 0 0.0% Q2 2026 Jul 30, 2026
First Financial Bank - Trust Division History No change 8,993 549 0.04% 0.04% 738 0 0.0% Q3 2026 Oct 01, 2026
IEQ CAPITAL, LLC History No change 8,992 546 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 8,874 542 0.06% 0.07% 740 -1,036 -10.45% Q3 2026 Oct 07, 2026
Brio Consultants, LLC History No change 8,856 538 0.06% 0.06% 741 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Bancorp, Inc. History No change 8,828 536 0.14% 0.14% 742 0 0.0% Q2 2026 Jul 28, 2026
Portland Financial Advisors Inc History No change 8,816 535 0.98% 0.98% 743 0 0.0% Q2 2026 Aug 10, 2026
Trueblood Wealth Management, LLC History No change 8,762 532 0.19% 0.19% 744 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 8,691 528 0.07% 0.07% 745 0 0.0% Q2 2026 Jul 14, 2026
Crescent Sterling, Ltd. History No change 8,698 528 0.47% 0.47% 746 0 0.0% Q2 2026 Jul 07, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 8,564 520 0.22% 0.22% 747 0 0.0% Q2 2026 Jul 24, 2026
Kestra Investment Management, LLC History No change 8,516 517 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 05, 2026
Moors & Cabot, Inc. History No change 8,493 516 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 8,479 515 0.1% 0.1% 750 0 0.0% Q2 2026 Aug 06, 2026
Cascade Investment Advisors, Inc. History No change 8,470 514 0.28% 0.28% 751 0 0.0% Q2 2026 Jul 15, 2026
AWM CAPITAL, LLC History No change 8,419 511 0.04% 0.04% 752 0 0.0% Q2 2026 Jul 31, 2026
Caprock Group, LLC History No change 8,375 509 0.01% 0.01% 753 0 0.0% Q2 2026 Jul 27, 2026
Soltis Investment Advisors LLC History No change 8,377 509 0.03% 0.03% 754 0 0.0% Q2 2026 Jul 31, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 8,371 508 0.38% 0.38% 755 0 0.0% Q2 2026 Jul 24, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 8,349 507 0.03% 0.03% 756 0 0.0% Q2 2026 Jul 31, 2026
Narus Financial Partners, LLC History No change 8,324 506 0.13% 0.13% 757 0 0.0% Q2 2026 Jul 31, 2026
Compass Financial Services Inc History No change 8,300 504 0.19% 0.19% 758 0 0.0% Q2 2026 Jul 24, 2026
SAX WEALTH ADVISORS, LLC History No change 8,894 503 0.02% 0.02% 759 0 0.0% Q2 2026 Jul 09, 2026
OakTrust Wealth Advisors, LLC History No change 8,223 499 0.43% 0.43% 760 0 0.0% Q2 2026 Aug 06, 2026
Capital Square, LLC History No change 8,041 496 0.22% 0.22% 761 0 0.0% Q2 2026 Aug 12, 2026
Fortis Group Advisors, LLC History No change 8,114 493 0.08% 0.08% 762 0 0.0% Q2 2026 Jul 24, 2026
GDS Wealth Management History No change 8,056 489 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 13, 2026
Clarity Capital Advisors, LLC History No change 8,021 487 0.2% 0.2% 764 0 0.0% Q2 2026 Jul 13, 2026
Tilson Financial Group, Inc. History No change 8,002 486 0.13% 0.13% 765 0 0.0% Q2 2026 Jul 27, 2026
Mullaney, Keating & Wright, Inc. History No change 7,949 483 0.23% 0.23% 766 0 0.0% Q2 2026 Jul 14, 2026
Wealth Advisory Solutions, LLC History No change 7,940 482 0.1% 0.1% 767 0 0.0% Q2 2026 Jul 24, 2026
Johnson Wealth Management, LLC History No change 7,937 482 0.2% 0.2% 768 0 0.0% Q2 2026 Aug 06, 2026
Curran Financial Partners, LLC History No change 7,874 478 0.07% 0.07% 769 0 0.0% Q2 2026 Aug 12, 2026
Darrow Company, Inc. History No change 7,864 478 0.19% 0.19% 770 0 0.0% Q2 2026 Jul 29, 2026
South Shore Capital Advisors History No change 7,835 476 0.32% 0.32% 771 0 0.0% Q2 2026 Jul 30, 2026
O'Keefe Stevens Advisory, Inc. History No change 7,830 475 0.1% 0.1% 772 0 0.0% Q2 2026 Jul 13, 2026
Tidemark, LLC History No change 7,798 474 0.11% 0.11% 773 0 0.0% Q2 2026 Aug 10, 2026
Daviman Financial, LLC History No change 7,792 473 0.26% 0.26% 774 0 0.0% Q2 2026 Jul 24, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,764 471 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 28, 2026
OARSMAN CAPITAL, INC. History No change 7,740 470 0.05% 0.05% 776 0 0.0% Q2 2026 Aug 07, 2026
Sage Mountain Advisors LLC History No change 7,660 465 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 05, 2026
Inscription Capital, LLC History No change 7,640 464 0.04% 0.04% 778 0 0.0% Q2 2026 Aug 13, 2026
Florida Trust Wealth Management Co History No change 7,627 463 0.01% 0.01% 779 0 0.0% Q2 2026 Jul 27, 2026
Financial Solutions Advisory Group, Inc. History No change 7,532 463 0.06% 0.06% 780 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 7,565 459 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 06, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 7,535 458 0.03% 0.03% 782 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 7,532 457 0.04% 0.04% 783 0 0.0% Q2 2026 Aug 04, 2026
NWF Advisory Services Inc. History No change 7,342 446 0.04% 0.04% 784 0 0.0% Q2 2026 Jul 29, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 7,312 444 0.03% 0.03% 785 0 0.0% Q2 2026 Jul 16, 2026
FWG Investments, LLC. History No change 7,302 443 0.23% 0.23% 786 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 7,373 442 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 13, 2026
Colter Lewis Investment Partners LLC History No change 7,241 440 0.2% 0.2% 788 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation Strategies LLC History No change 7,202 437 0.07% 0.07% 789 0 0.0% Q2 2026 Aug 17, 2026
Allie Family Office LLC History No change 7,159 435 0.16% 0.16% 790 0 0.0% Q2 2026 Oct 02, 2026
Mayfair Advisory Group, LLC History No change 7,018 434 0.13% 0.13% 791 0 0.0% Q2 2026 Aug 11, 2026
SCS Capital Management LLC History No change 7,131 433 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 06, 2026
DV Trading LLC History No change 7,117 432 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 7,116 432 0.04% 0.04% 794 0 0.0% Q2 2026 Aug 11, 2026
AVISO WEALTH MANAGEMENT History No change 7,112 432 0.15% 0.15% 795 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 7,105 431 0.04% 0.04% 796 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Co of New England, Inc. History No change 7,088 430 0.15% 0.15% 797 0 0.0% Q2 2026 Jul 30, 2026
Somerset Trust Co History No change 7,053 428 0.12% 0.12% 798 0 0.0% Q2 2026 Jul 06, 2026
SYON CAPITAL LLC History No change 7,044 428 0.02% 0.02% 799 0 0.0% Q2 2026 Aug 14, 2026
Iowa State Bank History Reduced 6,990 427 0.07% 0.07% 800 -110 -1.55% Q3 2026 Oct 06, 2026
Drucker Wealth 3.0, LLC History No change 7,032 427 0.07% 0.07% 801 0 0.0% Q2 2026 Jul 13, 2026
Acorn Wealth Advisors, LLC History No change 6,954 422 0.1% 0.1% 802 0 0.0% Q2 2026 Jul 30, 2026
SHP Wealth Management History No change 6,957 422 0.03% 0.03% 803 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 6,938 421 0.05% 0.05% 804 0 0.0% Q2 2026 Aug 05, 2026
Gallagher Fiduciary Advisors, LLC History No change 6,907 419 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 14, 2026
Warren Street Wealth Advisors, LLC History No change 6,901 419 0.09% 0.09% 806 0 0.0% Q2 2026 Jul 22, 2026
NorthCoast Asset Management LLC History No change 6,871 417 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ALLIANCE, LLC History No change 6,875 417 0.03% 0.03% 808 0 0.0% Q2 2026 Aug 11, 2026
ETF Store, Inc. History No change 6,828 415 0.35% 0.35% 809 0 0.0% Q2 2026 Jul 29, 2026
WESTBOURNE INVESTMENTS, INC. History No change 6,800 413 0.17% 0.17% 810 0 0.0% Q2 2026 Aug 11, 2026
Cassilly Financial Group LLC History Added to 6,735 411 0.28% 0.29% 811 +133 2.01% Q3 2026 Oct 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,759 410 0.0% 0.0% 812 0 0.0% Q2 2026 Sep 23, 2026
GC Wealth Management RIA, LLC History No change 6,753 410 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 16, 2026
Dynamic Advisor Solutions LLC History No change 6,728 409 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 07, 2026
Empirical Asset Management, LLC History No change 6,735 409 0.09% 0.09% 815 0 0.0% Q2 2026 Aug 10, 2026
POM Investment Strategies, LLC History No change 6,726 408 0.46% 0.46% 816 0 0.0% Q2 2026 Jul 30, 2026
JMG Financial Group, Ltd. History No change 6,661 404 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 31, 2026
Twelve Points Wealth Management LLC History No change 6,631 403 0.08% 0.08% 818 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,094 401 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 14, 2026
Snider Financial Group History No change 6,588 400 0.1% 0.1% 820 0 0.0% Q2 2026 Jul 14, 2026
Key Client Fiduciary Advisors, LLC History No change 6,581 400 0.12% 0.12% 821 0 0.0% Q2 2026 Jul 09, 2026
Centurion Wealth Management LLC History No change 6,581 400 0.1% 0.1% 822 0 0.0% Q2 2026 Jul 09, 2026
PUREfi Wealth, LLC History No change 6,585 400 0.22% 0.22% 823 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 6,591 400 0.03% 0.03% 824 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 6,550 398 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 06, 2026
Essex Financial Services, Inc. History No change 6,530 396 0.02% 0.02% 826 0 0.0% Q2 2026 Aug 10, 2026
Everest Financial Group LLC History No change 6,519 396 0.05% 0.05% 827 0 0.0% Q2 2026 Aug 10, 2026
JMN Financial LLC History No change 6,516 396 0.31% 0.31% 828 0 0.0% Q2 2026 Aug 10, 2026
AMG National Trust Bank History No change 6,476 393 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 06, 2026
Cerro Pacific Wealth Advisors LLC History No change 6,476 393 0.09% 0.09% 830 0 0.0% Q2 2026 Jul 15, 2026
Stiles Financial Services Inc History No change 6,425 390 0.1% 0.1% 831 0 0.0% Q2 2026 Aug 12, 2026
ZEGA Investments, LLC History No change 6,383 388 0.04% 0.04% 832 0 0.0% Q2 2026 Jul 31, 2026
TIAA Wealth Investment Management LLC History No change 6,368 387 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 6,365 386 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 14, 2026
Vawter Financial, Ltd. History No change 6,354 386 0.15% 0.15% 835 0 0.0% Q2 2026 Jul 24, 2026
Mission Creek Capital Partners, Inc. History No change 6,273 381 0.07% 0.07% 836 0 0.0% Q2 2026 Aug 14, 2026
Colonial River Investments, LLC History No change 6,274 381 0.11% 0.11% 837 0 0.0% Q2 2026 Jul 24, 2026
LCNB CORP History No change 6,250 379 0.12% 0.12% 838 0 0.0% Q2 2026 Aug 10, 2026
Richard W. Paul & Associates, LLC History No change 6,228 378 0.12% 0.12% 839 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 6,210 377 0.0% 0.0% 840 0 0.0% Q2 2026 Jul 22, 2026
Aegis Wealth Management, Inc. History No change 6,215 377 0.24% 0.24% 841 0 0.0% Q2 2026 Jul 16, 2026
Ruggiero Investments, Inc. History No change 6,193 376 0.32% 0.32% 842 0 0.0% Q2 2026 Aug 14, 2026
Richmond Brothers, Inc. History No change 6,169 375 0.19% 0.19% 843 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 6,155 374 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 6,108 371 0.03% 0.03% 845 0 0.0% Q2 2026 Aug 06, 2026
Berkeley, Inc History No change 6,104 371 0.12% 0.12% 846 0 0.0% Q2 2026 Jul 24, 2026
Fisher Asset Management, LLC History No change 6,089 370 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 04, 2026
Thayer Partners, LLC / MA History No change 6,103 370 0.15% 0.15% 848 0 0.0% Q2 2026 Jul 31, 2026
Second Line Capital, LLC History No change 6,073 369 0.07% 0.07% 849 0 0.0% Q2 2026 Sep 02, 2026
Grandview Asset Management LLC History No change 6,069 368 0.09% 0.09% 850 0 0.0% Q2 2026 Jul 24, 2026
Roehl & Yi Investment Advisors, LLC History No change 6,060 368 0.12% 0.12% 851 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 5,975 363 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 5,986 363 0.05% 0.05% 853 0 0.0% Q2 2026 Aug 05, 2026
Ballast, Inc. History No change 5,970 362 0.07% 0.07% 854 0 0.0% Q2 2026 Jul 10, 2026
GILL CAPITAL PARTNERS, LLC History No change 5,918 359 0.1% 0.1% 855 0 0.0% Q2 2026 Aug 20, 2026
Lynx Investment Advisory History No change 5,913 359 0.12% 0.12% 856 0 0.0% Q2 2026 Jul 27, 2026
Evolution Wealth Advisors, LLC History No change 5,900 358 0.04% 0.04% 857 0 0.0% Q2 2026 Jul 29, 2026
GoalVest Advisory LLC History No change 5,860 358 0.06% 0.07% 858 0 0.0% Q3 2026 Oct 02, 2026
Pinion Investment Advisors, LLC History No change 5,860 356 0.07% 0.07% 859 0 0.0% Q2 2026 Aug 06, 2026
WNY Asset Management, LLC History No change 5,849 355 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 17, 2026
Smallwood Wealth Investment Management, LLC History No change 5,842 355 0.16% 0.16% 861 0 0.0% Q2 2026 Jul 23, 2026
Brookwood Investment Group LLC History No change 5,824 354 0.04% 0.04% 862 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 5,800 352 0.08% 0.08% 863 0 0.0% Q2 2026 Jul 23, 2026
Mayflower Financial Advisors, LLC History No change 5,775 351 0.03% 0.03% 864 0 0.0% Q2 2026 Jul 09, 2026
Mascagni Wealth Management, Inc. History No change 5,787 351 0.22% 0.22% 865 0 0.0% Q2 2026 Jul 31, 2026
Berger Financial Group, Inc History No change 5,773 350 0.02% 0.02% 866 0 0.0% Q2 2026 Aug 04, 2026
Reyes Financial Architecture, Inc. History No change 5,743 349 0.2% 0.2% 867 0 0.0% Q2 2026 Jul 16, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 5,728 348 0.12% 0.12% 868 0 0.0% Q2 2026 Aug 11, 2026
MMA ASSET MANAGEMENT LLC History No change 5,643 343 0.11% 0.11% 869 0 0.0% Q2 2026 Aug 04, 2026
DRAVO BAY LLC History No change 5,646 343 0.12% 0.12% 870 0 0.0% Q2 2026 Aug 11, 2026
Linscomb Wealth, Inc. History No change 5,548 337 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 31, 2026
Americana Partners, LLC History No change 5,533 336 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 05, 2026
Focused Wealth Management, Inc History No change 5,514 335 0.03% 0.03% 873 0 0.0% Q2 2026 Aug 06, 2026
Old Peak Finance LLC History No change 5,511 335 0.16% 0.16% 874 0 0.0% Q2 2026 Aug 03, 2026
Interchange Capital Partners, LLC History No change 5,501 334 0.06% 0.06% 875 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisors, LLC History No change 5,462 332 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 06, 2026
SFG Wealth Management, LLC. History No change 5,399 328 0.12% 0.12% 877 0 0.0% Q2 2026 Jul 22, 2026
Sharper & Granite LLC History No change 5,399 328 0.1% 0.1% 878 0 0.0% Q2 2026 Jul 16, 2026
Hegarty Advisors, LLC History No change 5,382 327 0.23% 0.23% 879 0 0.0% Q2 2026 Jul 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,369 326 0.02% 0.02% 880 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Group, LLC History No change 5,366 326 0.03% 0.03% 881 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 5,365 326 0.11% 0.11% 882 0 0.0% Q2 2026 Jul 23, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 5,362 325 0.13% 0.13% 883 0 0.0% Q2 2026 Jul 30, 2026
Everhart Financial Group, Inc. History Added to 5,306 324 0.02% 0.02% 884 +8 0.15% Q3 2026 Oct 08, 2026
Shulman DeMeo Asset Management LLC History No change 5,292 321 0.06% 0.06% 885 0 0.0% Q2 2026 Jul 08, 2026
Fischer Financial Services, Inc. History No change 5,261 319 0.08% 0.08% 886 0 0.0% Q2 2026 Aug 11, 2026
Kaizen Financial Strategies History No change 5,154 314 0.1% 0.1% 887 0 0.0% Q2 2026 Jul 30, 2026
Orange Investment Advisors, Inc. History No change 5,162 313 0.04% 0.04% 888 0 0.0% Q2 2026 Jul 21, 2026
Cape Investment Advisory, Inc. History No change 5,120 311 0.08% 0.08% 889 0 0.0% Q2 2026 Jul 23, 2026
FIRST COMMUNITY TRUST NA History Reduced 5,084 310 0.1% 0.16% 890 -736 -12.65% Q3 2026 Oct 07, 2026
Venture Visionary Partners LLC History Reduced 5,056 309 0.01% 0.01% 891 -321 -5.97% Q3 2026 Oct 07, 2026
Global View Capital Management LLC History No change 5,090 309 0.06% 0.06% 892 0 0.0% Q2 2026 Jul 23, 2026
Three Arch Wealth Management LLC History No change 5,094 309 0.05% 0.05% 893 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5,079 308 0.14% 0.14% 894 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 5,026 305 0.0% 0.0% 895 0 0.0% Q2 2026 Jul 27, 2026
HANCOCK WHITNEY CORP History No change 5,030 305 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 14, 2026
Ariadne Wealth Management, LP History No change 5,029 305 0.13% 0.13% 897 0 0.0% Q2 2026 Aug 13, 2026
Rockwood Wealth Management, LLC History No change 5,005 304 0.02% 0.02% 898 0 0.0% Q2 2026 Jul 13, 2026
Capital Advantage, Inc. History No change 4,968 302 0.04% 0.04% 899 0 0.0% Q2 2026 Jul 13, 2026
Erickson Financial Group, LLC History No change 4,978 302 0.16% 0.16% 900 0 0.0% Q2 2026 Jul 27, 2026
One Charles Private Wealth Services, LLC History No change 4,978 302 0.07% 0.07% 901 0 0.0% Q2 2026 Jul 15, 2026
Heritage Family Offices, LLP History No change 4,967 301 0.12% 0.12% 902 0 0.0% Q2 2026 Jul 29, 2026
SMART Wealth LLC History No change 4,954 301 0.06% 0.06% 903 0 0.0% Q2 2026 Aug 05, 2026
Pacific Excel Wealth Advisors, Inc. History No change 4,967 301 0.12% 0.12% 904 0 0.0% Q2 2026 Jul 06, 2026
Golden Reserve Retirement LLC History No change 4,946 300 0.05% 0.05% 905 0 0.0% Q2 2026 Aug 04, 2026
Strategic Blueprint, LLC History No change 4,928 299 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 4,918 298 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 4,887 297 0.07% 0.07% 908 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 4,877 296 0.07% 0.07% 909 0 0.0% Q2 2026 Jul 09, 2026
JFS WEALTH ADVISORS, LLC History No change 4,875 296 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 10, 2026
Marion Wealth Management History No change 4,875 296 0.06% 0.06% 911 0 0.0% Q2 2026 Jul 16, 2026
Montz Harcus Wealth Management LLC History No change 4,885 296 0.11% 0.11% 912 0 0.0% Q2 2026 Jul 24, 2026
INSPIRE TRUST CO, N.A. History No change 4,883 296 0.04% 0.04% 913 0 0.0% Q2 2026 Aug 05, 2026
Annex Advisory Services, LLC History No change 4,856 295 0.01% 0.01% 914 0 0.0% Q2 2026 Jul 10, 2026
Hurley Capital, LLC History No change 4,860 295 0.15% 0.15% 915 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 4,847 294 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 13, 2026
Mountain Capital Investment Advisors Inc. History No change 4,837 294 0.04% 0.04% 917 0 0.0% Q2 2026 Jul 14, 2026
Glenview Trust Co History No change 4,834 293 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 18, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,836 293 0.07% 0.07% 919 0 0.0% Q2 2026 Aug 27, 2026
LANE BROTHERS & CO INC History No change 4,780 290 0.19% 0.19% 920 0 0.0% Q2 2026 Aug 05, 2026
Garden State Investment Advisory Services LLC History No change 4,743 288 0.05% 0.05% 921 0 0.0% Q2 2026 Aug 11, 2026
Wise Wealth Partners History No change 4,736 287 0.49% 0.49% 922 0 0.0% Q2 2026 Jul 28, 2026
Fusion Family Wealth, LLC History No change 4,706 286 0.02% 0.02% 923 0 0.0% Q2 2026 Aug 07, 2026
Up Capital Management, Inc. History No change 4,639 282 0.22% 0.22% 924 0 0.0% Q2 2026 Aug 05, 2026
Valued Retirements, Inc. History No change 4,631 281 0.25% 0.25% 925 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 4,619 280 0.01% 0.01% 926 0 0.0% Q2 2026 Jul 09, 2026
Chris Bulman Inc History No change 4,621 280 0.1% 0.1% 927 0 0.0% Q2 2026 Jul 22, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 4,621 280 0.12% 0.12% 928 0 0.0% Q2 2026 Aug 07, 2026
Amicus Financial Advisors, LLC History No change 4,596 279 0.07% 0.07% 929 0 0.0% Q2 2026 Jul 20, 2026
Nuveen, LLC History No change 4,547 276 0.0% 0.0% 930 0 0.0% Q2 2026 Aug 11, 2026
Arrowroot Family Office, LLC History No change 4,544 276 0.08% 0.08% 931 0 0.0% Q2 2026 Aug 06, 2026
Pacific Point Advisors, LLC History No change 4,541 276 0.13% 0.13% 932 0 0.0% Q2 2026 Jul 24, 2026
Intellectus Partners, LLC History No change 4,500 273 0.05% 0.05% 933 0 0.0% Q2 2026 Aug 12, 2026
Note Advisors, LLC History No change 4,484 272 0.12% 0.12% 934 0 0.0% Q2 2026 Aug 14, 2026
FIRST INTERSTATE BANK History No change 4,469 271 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 24, 2026
Goldstein Advisors, LLC History No change 4,473 271 0.02% 0.02% 936 0 0.0% Q2 2026 Jul 20, 2026
Purkiss Capital Advisors LLC History No change 4,458 271 0.1% 0.1% 937 0 0.0% Q2 2026 Jul 30, 2026
Choate Investment Advisors History No change 4,454 270 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 4,434 269 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 07, 2026
Grantvest Financial Group LLC History No change 4,436 269 0.16% 0.16% 940 0 0.0% Q2 2026 Aug 07, 2026
Capital Group Private Client Services, Inc. History No change 4,410 268 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 4,400 267 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 4,387 266 0.02% 0.02% 943 0 0.0% Q2 2026 Sep 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 4,352 264 0.03% 0.03% 944 0 0.0% Q2 2026 Jul 29, 2026
LexAurum Advisors, LLC History No change 4,329 263 0.03% 0.03% 945 0 0.0% Q2 2026 Jul 15, 2026
Legacies Wealth LLC History No change 4,340 263 0.14% 0.14% 946 0 0.0% Q2 2026 Jul 22, 2026
Mustard Seed Financial, LLC History No change 4,321 262 0.14% 0.14% 947 0 0.0% Q2 2026 Aug 05, 2026
Oath Planning, LLC History No change 4,318 262 0.19% 0.19% 948 0 0.0% Q2 2026 Jul 24, 2026
Phillip James Consulting Co. History No change 4,317 262 0.18% 0.18% 949 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 4,294 261 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History No change 4,304 261 0.01% 0.01% 951 0 0.0% Q2 2026 Jul 14, 2026
Walleye Partners, LLC History No change 4,300 261 0.3% 0.3% 952 0 0.0% Q2 2026 Jul 24, 2026
Thrive Capital Management, LLC History No change 4,265 259 0.05% 0.05% 953 0 0.0% Q2 2026 Aug 05, 2026
Howard Capital Management Group, LLC History No change 4,273 259 0.02% 0.02% 954 0 0.0% Q2 2026 Jul 16, 2026
Squarepoint Ops LLC History No change 4,254 258 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 14, 2026
Forza Wealth Management, LLC History No change 4,165 253 0.08% 0.08% 956 0 0.0% Q2 2026 Jul 17, 2026
Accel Wealth Management History No change 4,155 252 0.06% 0.06% 957 0 0.0% Q2 2026 Jul 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 4,076 252 0.04% 0.04% 958 0 0.0% Q2 2026 Aug 06, 2026
NWAM LLC History No change 4,142 251 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 23, 2026
TCTC Holdings, LLC History No change 4,123 250 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 11, 2026
Sterling Investment Counsel, LLC History No change 4,107 249 0.06% 0.06% 961 0 0.0% Q2 2026 Jul 20, 2026
Elm Partners Management LLC History No change 4,086 248 0.01% 0.01% 962 0 0.0% Q2 2026 Oct 07, 2026
Vantage Point Financial LLC History No change 4,086 248 0.08% 0.08% 963 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Advisors Inc. History No change 4,070 247 0.04% 0.04% 964 0 0.0% Q2 2026 Jul 16, 2026
HBK Sorce Advisory LLC History No change 3,896 245 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 06, 2026
UPTICK PARTNERS, LLC History No change 4,037 245 0.04% 0.04% 966 0 0.0% Q2 2026 Aug 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,026 244 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 05, 2026
ACUTE INVESTMENT ADVISORY, LLC History No change 4,024 244 2.58% 2.58% 968 0 0.0% Q2 2026 Jul 27, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 4,000 243 0.11% 0.11% 969 0 0.0% Q2 2026 Jul 16, 2026
SmartHarvest Portfolios, LLC History No change 4,008 243 0.08% 0.08% 970 0 0.0% Q2 2026 Aug 04, 2026
Winch Advisory Services, LLC History No change 3,972 241 0.05% 0.05% 971 0 0.0% Q2 2026 Aug 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 3,952 240 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,962 240 0.02% 0.02% 973 0 0.0% Q2 2026 Aug 03, 2026
Empower Advisory Group, LLC History No change 3,935 239 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 12, 2026
Advisor Resource Council History No change 3,852 238 0.07% 0.07% 975 0 0.0% Q2 2026 Jul 28, 2026
Benchmark Financial Wealth Advisors, LLC History No change 3,903 237 0.06% 0.06% 976 0 0.0% Q2 2026 Jul 17, 2026
Asio Capital, LLC History No change 3,909 237 0.03% 0.03% 977 0 0.0% Q2 2026 Jul 17, 2026
COWA, LLC History No change 3,900 237 0.06% 0.06% 978 0 0.0% Q2 2026 Aug 05, 2026
Revere Asset Management, Inc History No change 3,907 237 0.09% 0.09% 979 0 0.0% Q2 2026 Sep 14, 2026
Trifecta Capital Advisors, LLC History No change 3,903 237 0.03% 0.03% 980 0 0.0% Q2 2026 Aug 03, 2026
FIRST CITIZENS BANK & TRUST CO History No change 3,896 236 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 13, 2026
White Lighthouse Investment Management Inc. History No change 3,876 235 0.03% 0.03% 982 0 0.0% Q2 2026 Aug 04, 2026
Fortitude Financial, LLC History No change 3,876 235 0.21% 0.21% 983 0 0.0% Q2 2026 Jul 09, 2026
BAYBAN History No change 3,868 235 0.18% 0.18% 984 0 0.0% Q2 2026 Jul 30, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,838 233 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 3,833 233 0.03% 0.03% 986 0 0.0% Q2 2026 Aug 05, 2026
Veracity Capital LLC History Reduced 3,799 232 0.06% 0.06% 987 -132 -3.36% Q3 2026 Oct 08, 2026
Crews Bank & Trust History No change 3,816 231 0.03% 0.03% 988 0 0.0% Q2 2026 Jul 16, 2026
Keenan, LLC History No change 3,814 231 0.16% 0.16% 989 0 0.0% Q2 2026 Aug 07, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 3,765 228 0.14% 0.14% 990 0 0.0% Q2 2026 Jul 28, 2026
Stirlingshire Investments, Inc. History No change 3,752 228 0.17% 0.17% 991 0 0.0% Q2 2026 Jul 31, 2026
Innovative Wealth Building LLC History No change 3,767 228 0.13% 0.13% 992 0 0.0% Q2 2026 Jul 23, 2026
Capital Management Associates, Inc History No change 3,739 227 0.05% 0.05% 993 0 0.0% Q2 2026 Jul 22, 2026
Tradewinds, LLC. History No change 752 226 0.05% 0.05% 994 0 0.0% Q2 2026 Aug 14, 2026
Tactive Advisors, LLC History No change 3,700 226 0.05% 0.06% 995 0 0.0% Q3 2026 Oct 08, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 3,707 225 0.06% 0.06% 996 0 0.0% Q2 2026 Jul 20, 2026
CARLSON FINANCIAL, INC. History No change 3,714 225 0.11% 0.11% 997 0 0.0% Q2 2026 Aug 24, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3,685 224 0.05% 0.05% 998 0 0.0% Q2 2026 Sep 02, 2026
EverSource Wealth Advisors, LLC History No change 3,680 223 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 24, 2026
Bernardo Wealth Planning LLC History No change 3,676 223 0.04% 0.04% 1000 0 0.0% Q2 2026 Jul 27, 2026
Summit Place Financial Advisors, LLC History No change 3,675 223 0.1% 0.1% 1001 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Planning Group, LLC History No change 3,652 222 0.07% 0.07% 1002 0 0.0% Q2 2026 Jul 31, 2026
Wilkins Miller Wealth Management, LLC History No change 3,643 221 0.12% 0.12% 1003 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Capital Partners, LLC History No change 3,610 219 0.09% 0.09% 1004 0 0.0% Q2 2026 Jul 09, 2026
VILLERE ST DENIS J & CO LLC History No change 3,597 218 0.03% 0.03% 1005 0 0.0% Q2 2026 Aug 07, 2026
Indivisible Partners History No change 3,596 218 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 04, 2026
Falcon Wealth Planning History No change 3,558 216 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 13, 2026
TD Waterhouse Canada Inc. History No change 3,549 216 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 27, 2026
Emerald Advisors, LLC History No change 3,553 215 0.03% 0.03% 1009 0 0.0% Q2 2026 Jul 20, 2026
AdviceOne Advisory Services, LLC History No change 3,542 215 0.12% 0.12% 1010 0 0.0% Q2 2026 Jul 09, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 3,541 215 0.06% 0.06% 1011 0 0.0% Q2 2026 Jul 24, 2026
Regatta Research & Money Management History No change 3,532 214 0.2% 0.2% 1012 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,506 213 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 06, 2026
AGH Wealth Advisors, LLC History No change 3,508 213 0.13% 0.13% 1014 0 0.0% Q2 2026 Jul 22, 2026
Allen Capital Group, LLC History No change 3,500 212 0.02% 0.02% 1015 0 0.0% Q2 2026 Jul 27, 2026
Madison Wealth Partners, Inc History No change 3,493 212 0.03% 0.03% 1016 0 0.0% Q2 2026 Aug 12, 2026
SwitchPoint Financial Planning, LLC History No change 3,500 212 0.12% 0.12% 1017 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 3,466 210 0.01% 0.01% 1018 0 0.0% Q2 2026 Aug 12, 2026
Hibernia Wealth Partners, LLC History No change 3,463 210 0.11% 0.11% 1019 0 0.0% Q2 2026 Jul 23, 2026
Invera Wealth Advisors, LLC History No change 3,458 210 0.11% 0.11% 1020 0 0.0% Q2 2026 Jul 29, 2026
Financial Strategies Group, Inc. History No change 3,394 209 0.03% 0.03% 1021 0 0.0% Q2 2026 Aug 10, 2026
Aspen Wealth Management LLC History No change 3,449 209 0.04% 0.04% 1022 0 0.0% Q2 2026 Jul 31, 2026
Topsail Wealth Management, LLC History No change 3,450 209 0.03% 0.03% 1023 0 0.0% Q2 2026 Aug 13, 2026
Spartan Wealth Advisory Services LLC History No change 3,450 209 0.02% 0.02% 1024 0 0.0% Q2 2026 Aug 05, 2026
Clear Harbor Asset Management, LLC History No change 3,397 206 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 12, 2026
Horizon Wealth Management, LLC History No change 3,401 206 0.03% 0.03% 1026 0 0.0% Q2 2026 Aug 06, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 3,249 205 0.07% 0.07% 1027 0 0.0% Q2 2026 Aug 13, 2026
KPP Advisory Services LLC History No change 3,373 205 0.03% 0.03% 1028 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 3,383 205 0.02% 0.02% 1029 0 0.0% Q2 2026 Jul 14, 2026
PALLADIEM, LLC History No change 3,357 204 0.2% 0.2% 1030 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 3,357 204 0.01% 0.01% 1031 0 0.0% Q2 2026 Jul 20, 2026
Coign Capital Advisors LLC History No change 3,371 204 0.09% 0.09% 1032 0 0.0% Q2 2026 Jul 29, 2026
Hopwood Financial Services, Inc. History No change 3,351 203 0.12% 0.12% 1033 0 0.0% Q2 2026 Jul 22, 2026
GERMAN AMERICAN BANCORP, INC. History No change 3,330 202 0.02% 0.02% 1034 0 0.0% Q2 2026 Aug 06, 2026
Members Trust Co History No change 3,317 201 0.01% 0.01% 1035 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 3,311 201 0.0% 0.0% 1036 0 0.0% Q2 2026 Jul 29, 2026
MFA Wealth Services History No change 3,321 201 0.12% 0.12% 1037 0 0.0% Q2 2026 Jul 21, 2026
Valeo Financial Advisors, LLC History Reduced 3,277 200 0.0% 0.0% 1038 -64 -1.92% Q3 2026 Oct 08, 2026
Johnson Financial Group, Inc. History No change 3,236 196 0.01% 0.01% 1039 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 3,231 196 0.0% 0.0% 1040 0 0.0% Q2 2026 Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3,179 193 0.02% 0.02% 1041 0 0.0% Q2 2026 Jul 27, 2026
Peak Retirement Planning, Inc. History No change 3,161 192 0.03% 0.03% 1042 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 3,138 190 0.0% 0.0% 1043 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,092 188 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,079 187 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 10, 2026
Moisand Fitzgerald Tamayo, LLC History No change 3,063 186 0.02% 0.02% 1046 0 0.0% Q2 2026 Jul 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 3,026 184 0.13% 0.13% 1047 0 0.0% Q2 2026 Aug 18, 2026
Concord Wealth Partners History No change 2,965 180 0.02% 0.02% 1048 0 0.0% Q2 2026 Jul 27, 2026
Ancora Advisors LLC History No change 2,961 179 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 14, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 2,835 172 0.03% 0.03% 1050 0 0.0% Q2 2026 Jul 21, 2026
Creative Capital Management Investments LLC History No change 2,812 170 0.04% 0.04% 1051 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History No change 2,800 169 0.02% 0.02% 1052 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 2,707 164 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 13, 2026
Indiana Trust & Investment Management Co History No change 2,691 163 0.04% 0.04% 1054 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 2,691 163 0.03% 0.03% 1055 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History New 2,642 161 0.09% — 1056 +2,642 New Q3 2026 Oct 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,646 160 0.02% 0.02% 1057 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 2,615 158 0.01% 0.01% 1058 0 0.0% Q2 2026 Aug 06, 2026
Heritage Wealth Advisors History No change 2,494 151 0.01% 0.01% 1059 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History No change 2,475 150 0.06% 0.06% 1060 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 2,435 148 0.02% 0.02% 1061 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 2,410 146 0.03% 0.03% 1062 0 0.0% Q2 2026 Aug 03, 2026
Murphy & Mullick Capital Management Corp History No change 2,403 146 0.09% 0.09% 1063 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History Reduced 2,256 137 0.06% 0.06% 1064 -4 -0.18% Q3 2026 Oct 01, 2026
Private Wealth Asset Management, LLC History No change 2,235 135 0.01% 0.01% 1065 0 0.0% Q2 2026 Aug 11, 2026
Westside Investment Management, Inc. History No change 2,214 134 0.02% 0.02% 1066 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,164 131 0.0% 0.0% 1067 0 0.0% Q2 2026 Aug 04, 2026
Independence Bank of Kentucky History No change 2,159 131 0.01% 0.01% 1068 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF VERMONT History No change 2,042 124 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 07, 2026
REAP Financial Group, LLC History No change 2,035 123 0.02% 0.02% 1070 0 0.0% Q2 2026 Aug 04, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,934 117 0.07% 0.07% 1071 0 0.0% Q2 2026 Jul 21, 2026
MASECO LLP History No change 1,893 115 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,881 114 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 1,830 111 0.03% 0.03% 1074 0 0.0% Q2 2026 Jul 27, 2026
Crewe Advisors LLC History No change 1,824 110 0.01% 0.01% 1075 0 0.0% Q2 2026 Jul 23, 2026
Basepoint Wealth LLC History No change 1,684 102 0.06% 0.06% 1076 0 0.0% Q2 2026 Aug 10, 2026
Acropolis Investment Management, LLC History Reduced 1,636 100 0.0% 0.0% 1077 -310 -15.93% Q3 2026 Oct 08, 2026
Dunhill Financial, LLC History No change 1,658 100 0.02% 0.02% 1078 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 1,654 100 0.02% 0.02% 1079 0 0.0% Q2 2026 Jul 13, 2026
Strive Financial Group ,LLC History No change 1,648 100 0.04% 0.04% 1080 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,765 99 0.0% 0.0% 1081 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History No change 1,641 99 0.01% 0.01% 1082 0 0.0% Q2 2026 Jul 10, 2026
Coston, McIsaac & Partners History No change 1,628 98 0.02% 0.02% 1083 0 0.0% Q2 2026 Aug 12, 2026
Urban Financial Advisory Corp History No change 1,620 98 0.03% 0.03% 1084 0 0.0% Q2 2026 Aug 06, 2026
Pacific Center for Financial Services History No change 1,580 96 0.02% 0.02% 1085 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 1,533 93 0.0% 0.0% 1086 0 0.0% Q2 2026 Aug 06, 2026
Hickory Point Bank & Trust History No change 1,507 92 0.06% 0.06% 1087 0 0.0% Q3 2026 Oct 01, 2026
PINNEY & SCOFIELD, INC. History No change 1,514 92 0.04% 0.04% 1088 0 0.0% Q2 2026 Aug 07, 2026
Knuff & Co LLC History No change 1,502 91 0.02% 0.02% 1089 0 0.0% Q2 2026 Aug 10, 2026
NVWM, LLC History No change 1,461 88 0.02% 0.02% 1090 0 0.0% Q2 2026 Jul 28, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 1,460 88 0.04% 0.04% 1091 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 1,264 78 0.01% 0.01% 1092 0 0.0% Q2 2026 Jul 29, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,252 76 0.01% 0.01% 1093 0 0.0% Q2 2026 Jul 13, 2026
Family Manage LLC History No change 1,266 76 0.01% 0.01% 1094 0 0.0% Q2 2026 Aug 14, 2026
Wagner Wealth Management, LLC History No change 1,198 72 0.01% 0.01% 1095 0 0.0% Q2 2026 Jul 24, 2026
Darwin Wealth Management, LLC History No change 1,181 71 0.02% 0.02% 1096 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 1,181 71 0.01% 0.01% 1097 0 0.0% Q2 2026 Aug 12, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,157 70 0.02% 0.02% 1098 0 0.0% Q2 2026 Jul 07, 2026
Manchester Capital Management LLC History No change 1,160 70 0.01% 0.01% 1099 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 1,132 68 0.0% 0.0% 1100 0 0.0% Q2 2026 Jul 29, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 1,132 68 0.03% 0.03% 1101 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 1,122 68 0.0% 0.0% 1102 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 1,097 66 0.0% 0.0% 1103 0 0.0% Q2 2026 Aug 05, 2026
Byrne Asset Management LLC History No change 172 65 0.04% 0.04% 1104 0 0.0% Q3 2026 Oct 06, 2026
BALLAST ADVISORS LLC History No change 1,059 64 0.02% 0.02% 1105 0 0.0% Q2 2026 Aug 12, 2026
Access Investment Management LLC History No change 1,050 63 0.02% 0.02% 1106 0 0.0% Q2 2026 Aug 03, 2026
Investment Research & Advisory Group, Inc. History No change 1,021 62 0.02% 0.02% 1107 0 0.0% Q2 2026 Jul 23, 2026
Longview Financial Advisors LLC History No change 1,024 62 0.03% 0.03% 1108 0 0.0% Q2 2026 Jul 14, 2026
SouthState Bank Corp History No change 1,000 60 0.0% 0.0% 1109 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 911 55 0.01% 0.01% 1110 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 898 54 0.0% 0.0% 1111 0 0.0% Q2 2026 Jul 14, 2026
STEPH & CO History No change 885 54 0.01% 0.01% 1112 0 0.0% Q3 2026 Oct 07, 2026
Downshift Financial, LLC History No change 898 54 0.02% 0.02% 1113 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL TRUST Co History No change 864 52 0.0% 0.0% 1114 0 0.0% Q2 2026 Jul 31, 2026
Essential Partners LLC History No change 869 52 0.02% 0.02% 1115 0 0.0% Q2 2026 Aug 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 840 51 0.03% 0.03% 1116 0 0.0% Q3 2026 Oct 07, 2026
Brooklyn FI, LLC History No change 816 50 0.01% 0.01% 1117 0 0.0% Q2 2026 Aug 04, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 837 50 0.03% 0.03% 1118 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 822 49 0.0% 0.0% 1119 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 796 48 0.0% 0.0% 1120 0 0.0% Q2 2026 Jul 22, 2026
TFC Financial Management, Inc. History No change 799 48 0.01% 0.01% 1121 0 0.0% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History No change 781 47 0.0% 0.0% 1122 0 0.0% Q2 2026 Aug 10, 2026
VIMA LLC History No change 769 46 0.04% 0.04% 1123 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 749 45 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 12, 2026
DecisionPoint Financial, LLC History No change 750 45 0.01% 0.01% 1125 0 0.0% Q2 2026 Aug 05, 2026
StrongBox Wealth, LLC History No change 740 44 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 23, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 735 44 0.01% 0.01% 1127 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 713 43 0.0% 0.0% 1128 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 694 42 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 700 42 0.0% 0.0% 1130 0 0.0% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 671 40 0.0% 0.0% 1131 0 0.0% Q2 2026 Jul 08, 2026
VSM Wealth Advisory, LLC History No change 667 40 0.01% 0.01% 1132 0 0.0% Q2 2026 Jul 22, 2026
Align Financial, LLC History No change 661 40 0.02% 0.02% 1133 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 651 39 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 23, 2026
Clark Wealth Partners History No change 630 38 0.02% 0.02% 1135 0 0.0% Q2 2026 Jul 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 617 37 0.0% 0.0% 1136 0 0.0% Q2 2026 Jul 31, 2026
ATLAS CAPITAL ADVISORS INC. History No change 619 37 0.0% 0.0% 1137 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 597 36 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History No change 576 35 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 30, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 569 34 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 11, 2026
CDKV HOLDINGS LLC History No change 560 34 0.03% 0.03% 1141 0 0.0% Q2 2026 Jul 30, 2026
Triumph Capital Management History No change 548 33 0.01% 0.01% 1142 0 0.0% Q2 2026 Jul 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 544 33 0.0% 0.0% 1143 0 0.0% Q2 2026 Jul 24, 2026
PlanVest Financial, Inc History No change 553 33 0.02% 0.02% 1144 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 541 32 0.0% 0.0% 1145 0 0.0% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 536 32 0.01% 0.01% 1146 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY ADVISORS, INC. History No change 512 31 0.02% 0.02% 1147 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Private Wealth, LLC History No change 503 30 0.02% 0.02% 1148 0 0.0% Q2 2026 Aug 11, 2026
Meramec Financial Planners, LLC History No change 477 29 0.01% 0.01% 1149 0 0.0% Q2 2026 Jul 28, 2026
Davis Capital Management History New 445 27 0.02% — 1151 +445 New Q3 2026 Oct 08, 2026
Leo H. Evart, Inc. History No change 445 27 0.02% 0.02% 1150 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 432 26 0.0% 0.0% 1152 0 0.0% Q2 2026 Aug 11, 2026
Hartford Financial Management Inc. History No change 420 25 0.01% 0.01% 1153 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors, Ltd. LLC History No change 395 24 0.0% 0.0% 1154 0 0.0% Q2 2026 Jul 16, 2026
Washington Trust Advisors, Inc. History No change 402 24 0.0% 0.0% 1155 0 0.0% Q2 2026 Jul 29, 2026
Napier Financial, LLC History No change 383 23 0.0% 0.0% 1156 0 0.0% Q2 2026 Jul 31, 2026
SYM FINANCIAL Corp History No change 368 22 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 04, 2026
Elevated Capital Advisors, LLC History No change 371 22 0.01% 0.01% 1158 0 0.0% Q2 2026 Aug 03, 2026
Hanson & Doremus Investment Management History No change 353 21 0.0% 0.0% 1159 0 0.0% Q2 2026 Jul 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 340 20 0.0% 0.0% 1160 0 0.0% Q2 2026 Jul 20, 2026
EPG Wealth Management LLC History No change 329 20 0.0% 0.0% 1161 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 345 20 0.01% 0.01% 1162 0 0.0% Q2 2026 Jul 30, 2026
Transamerica Financial Advisors, LLC History No change 325 19 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON-ALTUS USA INC. History No change 346 19 0.01% 0.01% 1164 0 0.0% Q2 2026 Sep 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 328 19 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 14, 2026
RHL GROUP, LLC History No change 327 19 0.02% 0.02% 1166 0 0.0% Q2 2026 Aug 03, 2026
CITY HOLDING CO History No change 290 17 0.0% 0.0% 1167 0 0.0% Q2 2026 Jul 10, 2026
Pacifica Partners Inc. History No change 290 17 0.01% 0.01% 1168 0 0.0% Q2 2026 Jul 13, 2026
Dogwood Wealth Management LLC History No change 282 17 0.01% 0.01% 1169 0 0.0% Q2 2026 Jul 06, 2026
KERR FINANCIAL PLANNING Corp History No change 296 17 0.02% 0.02% 1170 0 0.0% Q2 2026 Jul 02, 2026
BIRCHBROOK, INC. History No change 269 16 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 08, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 250 15 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 08, 2026
Atlatl Advisers LLC History No change 231 14 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 22, 2026
Providence Capital Advisors, LLC History No change 229 13 0.0% 0.0% 1174 0 0.0% Q2 2026 Aug 11, 2026
Networth Advisors, LLC History No change 221 13 0.01% 0.01% 1175 0 0.0% Q2 2026 Jul 22, 2026
DT Investment Partners, LLC History No change 200 12 0.0% 0.0% 1176 0 0.0% Q2 2026 Jul 27, 2026
Avion Wealth History No change 213 12 0.0% 0.0% 1177 0 0.0% Q2 2026 Jul 31, 2026
Hughes Financial Services, LLC History No change 198 12 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 20, 2026
WPG Advisers, LLC History No change 210 12 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 05, 2026
Silver Grove Financial Group, Inc. History No change 201 12 0.01% 0.01% 1180 0 0.0% Q2 2026 Aug 13, 2026
Go Invest LLC History No change 207 12 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 179 11 0.0% 0.0% 1182 0 0.0% Q2 2026 Jul 27, 2026
Barnes Dennig Private Wealth Management LLC History No change 181 11 0.01% 0.01% 1183 0 0.0% Q2 2026 Jul 15, 2026
Allspring Global Investments Holdings, LLC History No change 163 10 0.0% 0.0% 1184 0 0.0% Q2 2026 Aug 13, 2026
Addison Advisors LLC History No change 163 9 0.0% 0.0% 1185 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 159 9 0.0% 0.0% 1186 0 0.0% Q3 2026 Oct 08, 2026
Quest 10 Wealth Builders, Inc. History No change 163 9 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 151 9 0.0% 0.0% 1188 0 0.0% Q2 2026 Aug 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 136 8 0.0% 0.0% 1189 0 0.0% Q2 2026 Jul 21, 2026
BLUELINE ADVISORS LLC History No change 140 8 0.01% 0.01% 1190 0 0.0% Q2 2026 Jul 27, 2026
EASTERN BANK History No change 120 7 0.0% 0.0% 1191 0 0.0% Q3 2026 Oct 05, 2026
United Community Bank History No change 128 7 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 13, 2026
Valued Wealth Advisors LLC History No change 124 7 0.0% 0.0% 1193 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 114 6 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 28, 2026
Blume Capital Management, Inc. History No change 112 6 0.0% 0.0% 1195 0 0.0% Q2 2026 Jul 27, 2026
Game Plan Financial Advisors, LLC History No change 91 6 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 07, 2026
Robinswood Financial LLC History No change 107 6 0.0% 0.0% 1197 0 0.0% Q2 2026 Jul 14, 2026
Versant Capital Management, Inc History No change 87 5 0.0% 0.0% 1198 0 0.0% Q3 2026 Oct 01, 2026
HAZLETT, BURT & WATSON, INC. History No change 66 4 0.0% 0.0% 1199 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 64 3 0.0% 0.0% 1200 0 0.0% Q2 2026 Jul 28, 2026
Stone House Investment Management, LLC History No change 60 3 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 05, 2026
CNB Bank History No change 55 3 0.0% 0.0% 1202 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History No change 62 3 0.0% 0.0% 1203 0 0.0% Q3 2026 Oct 05, 2026
Monetary Solutions, Ltd History No change 50 3 0.0% 0.0% 1204 0 0.0% Q2 2026 Jul 23, 2026
HORIZON BANCORP INC /IN/ History No change 36 2 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 04, 2026
IMG Wealth Management, Inc. History No change 38 2 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 07, 2026
Spurstone Advisory Services, LLC History No change 40 2 0.03% 0.03% 1207 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 35 2 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 30 1 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 05, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 31 1 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 17 1 0.0% 0.0% 1211 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 29 1 0.0% 0.0% 1212 0 0.0% Q2 2026 Jul 10, 2026
Breakwater Investment Management History No change 26 1 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 06, 2026
Montgomery Financial Services LLC History No change 20 1 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 12, 2026
Galvin, Gaustad & Stein, LLC History Closed out 0 0 — 0.14% — -30,767 -100.0% Q3 2026 Oct 08, 2026
BOYUM WEALTH ARCHITECTS LLC History Closed out 0 0 — 0.59% — -24,113 -100.0% Q3 2026 Oct 06, 2026
Founders Capital Management History No change 4 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
DHJJ Financial Advisors, Ltd. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Rakuten Securities, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Rialto Wealth Management, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026