SPDR SERIES TRUST - TFI

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
Betterment LLC History No change 11,029,685 505,160 0.85% 0.85% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 8,827,168 404,284 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,815,223 266,337 0.14% 0.14% 3 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,935,958 134,466 0.03% 0.03% 4 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 2,525,765 115,680 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 2,450,023 112,211 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 2,325,206 106,494 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 04, 2026
LPL Financial LLC History No change 1,784,663 81,737 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 1,538,717 70,473 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 1,348,815 61,775 0.41% 0.41% 10 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,173,043 53,725 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,112,505 50,963 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 1,028,763 47,117 0.44% 0.44% 13 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,003,300 45,951 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 973,365 44,580 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 765,849 35,075 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 680,591 31,171 0.05% 0.05% 17 0 0.0% Q2 2026 Jul 30, 2026
STIFEL FINANCIAL CORP History No change 589,288 26,989 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 514,739 23,575 0.03% 0.03% 19 0 0.0% Q2 2026 Jul 28, 2026
PARK AVENUE SECURITIES LLC History No change 499,621 22,883 0.14% 0.14% 20 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 487,611 22,332 0.42% 0.42% 21 0 0.0% Q2 2026 Jul 09, 2026
Foster Group, Inc. History No change 468,265 21,446 0.57% 0.57% 22 0 0.0% Q2 2026 Jul 07, 2026
Revolve Wealth Partners, LLC History No change 449,303 20,578 2.13% 2.13% 23 0 0.0% Q2 2026 Jul 09, 2026
One Capital Management, LLC History No change 416,214 18,871 0.52% 0.52% 24 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 394,142 18,051 0.21% 0.21% 25 0 0.0% Q2 2026 Aug 05, 2026
Cetera Investment Advisers History No change 382,516 17,519 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 357,460 16,371 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 350,211 16,039 0.29% 0.29% 28 0 0.0% Q2 2026 Aug 04, 2026
Dynasty Wealth Management, LLC History No change 335,216 15,352 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 320,319 14,670 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 285,800 13,089 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 271,971 12,456 0.16% 0.16% 32 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Investment Research Advisors, Inc. History No change 245,232 11,232 0.03% 0.03% 33 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 235,362 10,779 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 234,345 10,733 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 206,923 9,477 0.26% 0.26% 36 0 0.0% Q2 2026 Jul 24, 2026
OSAIC HOLDINGS, INC. History No change 202,055 9,254 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 201,233 9,216 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 190,199 8,711 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 187,562 8,590 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 175,357 8,031 0.78% 0.78% 41 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 174,969 8,013 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 02, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 170,695 7,817 0.74% 0.74% 43 0 0.0% Q2 2026 Jul 09, 2026
Crestwood Advisors Group, LLC History No change 154,646 7,082 0.11% 0.11% 44 0 0.0% Q2 2026 Aug 03, 2026
TruNorth Capital Management, LLC History No change 154,027 7,054 1.13% 1.13% 45 0 0.0% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 153,591 7,034 0.35% 0.35% 46 0 0.0% Q2 2026 Jul 10, 2026
SEEDS INVESTOR LLC History No change 149,733 6,857 0.7% 0.7% 47 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 147,924 6,765 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 139,786 6,402 0.01% 0.01% 49 0 0.0% Q2 2026 Jul 29, 2026
Waverly Advisors, LLC History No change 133,649 6,121 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 124,708 5,711 0.06% 0.06% 51 0 0.0% Q2 2026 Jul 27, 2026
AMERIPRISE FINANCIAL INC History No change 122,441 5,607 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 117,063 5,361 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 116,324 5,327 0.05% 0.05% 54 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 114,540 5,245 0.11% 0.11% 55 0 0.0% Q2 2026 Aug 03, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 112,560 5,155 1.05% 1.05% 56 0 0.0% Q2 2026 Jul 02, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 111,420 5,103 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Management, Inc. History No change 109,860 5,031 1.54% 1.54% 58 0 0.0% Q2 2026 Jul 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 103,847 4,756 0.08% 0.08% 59 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 95,982 4,395 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 94,240 4,316 0.13% 0.13% 61 0 0.0% Q2 2026 Aug 03, 2026
MANNING & NAPIER ADVISORS LLC History No change 91,901 4,209 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 91,788 4,203 0.62% 0.62% 63 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 89,797 4,112 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 05, 2026
McAdam, LLC History No change 86,268 3,951 0.15% 0.15% 65 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 83,221 3,811 0.02% 0.02% 66 0 0.0% Q2 2026 Sep 08, 2026
Logan Stone Capital, LLC History No change 80,122 3,669 0.78% 0.78% 67 0 0.0% Q2 2026 Aug 14, 2026
Invst, LLC History No change 77,279 3,539 0.35% 0.35% 68 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 75,517 3,458 0.04% 0.04% 69 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 72,219 3,307 0.02% 0.02% 70 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 71,658 3,281 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 18, 2026
Versant Capital Management, Inc History Added to 74,253 3,175 0.27% 0.3% 72 +289 0.39% Q3 2026 Oct 01, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 69,306 3,156 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 68,608 3,142 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 04, 2026
Evensky & Katz LLC History No change 66,957 3,067 0.16% 0.16% 75 0 0.0% Q2 2026 Jul 22, 2026
Elequin Capital, LP History No change 66,250 3,034 0.09% 0.09% 76 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 65,728 3,010 0.95% 0.95% 77 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 63,387 2,903 0.04% 0.04% 78 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 63,076 2,888 0.07% 0.07% 79 0 0.0% Q2 2026 Aug 11, 2026
HHM Wealth Advisors, LLC History No change 62,805 2,876 0.29% 0.29% 80 0 0.0% Q2 2026 Jul 13, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 61,160 2,801 1.95% 1.95% 81 0 0.0% Q2 2026 Jul 07, 2026
BlueChip Wealth Advisors LLC History No change 60,552 2,773 1.05% 1.05% 82 0 0.0% Q2 2026 Jul 30, 2026
Aquire Wealth Advisors, LLC History No change 60,099 2,752 0.63% 0.63% 83 0 0.0% Q2 2026 Aug 06, 2026
Towercrest Capital Management History No change 55,947 2,562 0.36% 0.36% 84 0 0.0% Q2 2026 Aug 03, 2026
Johnson Financial Group, LLC History No change 53,344 2,443 0.13% 0.13% 85 0 0.0% Q2 2026 Aug 06, 2026
Steele Capital Management, Inc. History No change 52,476 2,403 0.09% 0.09% 86 0 0.0% Q2 2026 Jul 28, 2026
A4 Wealth Advisors LLC History No change 51,827 2,373 1.57% 1.57% 87 0 0.0% Q2 2026 Jul 28, 2026
FORONJY FINANCIAL LLC History No change 50,950 2,333 0.86% 0.86% 88 0 0.0% Q2 2026 Jul 23, 2026
Vise Technologies, Inc. History No change 49,686 2,275 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History No change 48,237 2,209 0.09% 0.09% 90 0 0.0% Q2 2026 Jul 22, 2026
Advisor OS, LLC History No change 47,417 2,171 0.14% 0.14% 91 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 47,630 2,159 0.09% 0.09% 92 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 45,615 2,089 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 44,034 2,014 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Advus Financial Partners, LLC History No change 43,631 1,998 0.57% 0.57% 95 0 0.0% Q2 2026 Oct 02, 2026
EFG International AG History No change 43,134 1,975 0.04% 0.04% 96 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 42,619 1,948 0.13% 0.13% 97 0 0.0% Q2 2026 Jul 16, 2026
Alliance Wealth Management Group History No change 41,200 1,886 0.37% 0.37% 98 0 0.0% Q2 2026 Aug 04, 2026
Quadrant Private Wealth Management, LLC History No change 40,439 1,852 0.41% 0.41% 99 0 0.0% Q2 2026 Jul 30, 2026
Orion Porfolio Solutions, LLC History No change 39,997 1,831 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 38,892 1,781 0.01% 0.01% 101 0 0.0% Q2 2026 Sep 23, 2026
CX Institutional History Reduced 40,568 1,735 0.05% 0.12% 102 -46,914 -53.63% Q3 2026 Oct 02, 2026
ShoreHaven Wealth Partners, LLC History No change 36,217 1,658 0.52% 0.52% 103 0 0.0% Q2 2026 Jul 14, 2026
BCGM Wealth Management, LLC History No change 35,358 1,619 0.34% 0.34% 104 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 35,298 1,616 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
SWS Partners History No change 33,631 1,540 0.33% 0.33% 106 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History No change 32,604 1,493 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 17, 2026
Gradient Investments LLC History No change 32,498 1,488 0.02% 0.02% 108 0 0.0% Q2 2026 Jul 08, 2026
IFP Advisors, Inc History No change 32,429 1,485 0.03% 0.03% 109 0 0.0% Q2 2026 Jul 20, 2026
Perigon Wealth Management, LLC History No change 31,962 1,463 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 30,915 1,413 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 30,769 1,409 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 27, 2026
Eagle Strategies LLC History No change 29,757 1,362 0.14% 0.14% 113 0 0.0% Q2 2026 Jul 21, 2026
CITIGROUP INC History No change 28,695 1,314 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 03, 2026
Janney Montgomery Scott LLC History No change 28,321 1,297 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 05, 2026
NOVUS ADVISORS, LLC History No change 27,789 1,272 2.65% 2.65% 116 0 0.0% Q2 2026 Jul 27, 2026
Midwest Financial Network, LLC History No change 27,545 1,261 0.86% 0.86% 117 0 0.0% Q2 2026 Jul 07, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 27,383 1,254 0.16% 0.16% 118 0 0.0% Q2 2026 Jul 09, 2026
GAMMA Investing LLC History No change 26,664 1,221 0.05% 0.05% 119 0 0.0% Q2 2026 Jul 07, 2026
SEI INVESTMENTS CO History No change 26,322 1,205 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 26,329 1,205 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 06, 2026
Olde Wealth Management, LLC History No change 26,309 1,204 0.34% 0.34% 122 0 0.0% Q2 2026 Aug 13, 2026
CUMBERLAND ADVISORS INC History No change 25,260 1,156 0.41% 0.41% 123 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Alliance LLC History No change 25,223 1,155 0.08% 0.08% 124 0 0.0% Q2 2026 Jul 20, 2026
Tilson Financial Group, Inc. History No change 25,239 1,155 0.32% 0.32% 125 0 0.0% Q2 2026 Jul 27, 2026
Idaho Trust Co History No change 24,883 1,139 0.33% 0.33% 126 0 0.0% Q2 2026 Aug 06, 2026
Mayflower Financial Advisors, LLC History No change 23,935 1,096 0.09% 0.09% 127 0 0.0% Q2 2026 Jul 09, 2026
1900 WEALTH MANAGEMENT LLC History No change 23,448 1,073 0.06% 0.06% 128 0 0.0% Q2 2026 Aug 04, 2026
World Investment Advisors History No change 23,481 1,072 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 13, 2026
FOCUS Wealth Advisors, LLC History No change 23,220 1,063 0.49% 0.49% 130 0 0.0% Q2 2026 Jul 07, 2026
Facet Wealth, Inc. History No change 22,209 1,017 0.01% 0.01% 131 0 0.0% Q2 2026 Jul 27, 2026
LITTLE HOUSE CAPITAL LLC History No change 22,105 1,012 0.23% 0.23% 132 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 22,029 1,008 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 21,829 999 0.07% 0.07% 134 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 21,605 989 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 28, 2026
Crabel Capital Management, LLC History No change 21,553 987 0.72% 0.72% 136 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 21,231 972 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 21,189 970 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 21,055 964 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 21,002 961 0.23% 0.23% 140 0 0.0% Q2 2026 Jul 09, 2026
Bragg Financial Advisors, Inc History No change 20,962 960 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 12, 2026
WealthShield Partners, LLC History No change 20,937 958 0.15% 0.15% 142 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 20,858 955 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History No change 20,417 935 0.39% 0.39% 144 0 0.0% Q2 2026 Aug 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 20,155 923 0.52% 0.52% 145 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 19,810 907 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 19, 2026
RWA WEALTH PARTNERS, LLC History No change 18,464 845 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 18,419 843 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL LIFE ADVISORS History No change 17,905 820 0.23% 0.23% 149 0 0.0% Q2 2026 Jul 28, 2026
Atria Investments, Inc History No change 17,844 817 0.01% 0.01% 150 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 17,603 806 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 06, 2026
Transcendent Capital Group LLC History No change 17,434 798 0.31% 0.31% 152 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 17,288 791 0.03% 0.03% 153 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 17,033 780 0.04% 0.04% 154 0 0.0% Q2 2026 Jul 23, 2026
Meadowbrook Advisors Group, LLC History No change 16,996 778 0.42% 0.42% 155 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 16,739 767 0.2% 0.2% 156 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE TRUST CO NA History No change 16,676 763 0.06% 0.06% 157 0 0.0% Q2 2026 Jul 28, 2026
Linscomb Wealth, Inc. History No change 16,365 749 0.03% 0.03% 158 0 0.0% Q2 2026 Jul 31, 2026
BlackRock, Inc. History No change 16,226 743 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 07, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 16,175 740 0.18% 0.18% 160 0 0.0% Q2 2026 Jul 22, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 15,732 720 0.26% 0.26% 161 0 0.0% Q2 2026 Jul 14, 2026
Aprio Wealth Management, LLC History No change 15,657 717 0.04% 0.04% 162 0 0.0% Q2 2026 Jul 24, 2026
Stokes Family Office, LLC History No change 15,479 708 0.08% 0.08% 163 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 15,208 696 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 15,160 694 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 15,113 692 0.16% 0.16% 166 0 0.0% Q2 2026 Jul 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 14,798 677 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 07, 2026
Balentine LLC History No change 14,740 675 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 06, 2026
Independent Wealth Network Inc. History No change 14,222 651 0.17% 0.17% 169 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History No change 14,115 646 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 03, 2026
Compound Planning, Inc. History No change 14,115 646 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 04, 2026
Wealthcare Capital Partners, LLC History No change 14,049 643 0.27% 0.27% 172 0 0.0% Q2 2026 Jul 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 13,438 615 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 12,999 595 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 12,707 581 0.01% 0.01% 175 0 0.0% Q2 2026 Jul 28, 2026
M1 Capital Management LLC History No change 12,687 581 0.21% 0.21% 176 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,464 570 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,144 556 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
AFT, FORSYTH & COMPANY, INC. History No change 11,750 538 0.26% 0.26% 179 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 11,717 536 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 11,371 520 0.01% 0.01% 181 0 0.0% Q2 2026 Jul 29, 2026
DORVAL Corp History No change 11,141 510 0.15% 0.15% 182 0 0.0% Q2 2026 Jul 24, 2026
Uniting Wealth Partners, LLC History No change 10,950 501 0.1% 0.1% 183 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 10,743 492 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 10,695 489 0.05% 0.05% 185 0 0.0% Q2 2026 Jul 30, 2026
Breakwater Investment Management History No change 10,613 486 0.17% 0.17% 186 0 0.0% Q2 2026 Aug 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 10,444 478 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 10,393 475 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 04, 2026
Brucke Financial, Inc. History No change 10,339 473 0.21% 0.21% 189 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 10,312 472 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 06, 2026
Mainsail Financial Group, LLC History No change 10,273 470 0.16% 0.16% 191 0 0.0% Q2 2026 Jul 15, 2026
Vertex Planning Partners, LLC History No change 10,171 465 0.07% 0.07% 192 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 9,870 452 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 9,424 431 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 9,282 425 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Stablepoint Partners, LLC History No change 9,301 425 0.06% 0.06% 196 0 0.0% Q2 2026 Jul 09, 2026
PFW Advisors LLC History No change 9,268 424 0.12% 0.12% 197 0 0.0% Q2 2026 Jul 13, 2026
WEST MICHIGAN ADVISORS, LLC History No change 9,107 417 0.08% 0.08% 198 0 0.0% Q2 2026 Aug 21, 2026
WEALTH ALLIANCE, LLC History No change 9,046 414 0.03% 0.03% 199 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 8,863 405 0.02% 0.02% 200 0 0.0% Q2 2026 Jul 20, 2026
Edgestream Partners, L.P. History No change 8,802 403 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 11, 2026
Hexagon Capital Partners LLC History No change 8,814 403 0.06% 0.06% 202 0 0.0% Q2 2026 Aug 06, 2026
Quadrature Capital Ltd History No change 8,787 402 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 06, 2026
Strategic Blueprint, LLC History No change 8,625 395 0.02% 0.02% 204 0 0.0% Q2 2026 Jul 23, 2026
Tortoise Investment Management, LLC History No change 8,607 394 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 8,602 386 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 06, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 8,303 380 0.1% 0.1% 207 0 0.0% Q2 2026 Jul 09, 2026
Omega Financial Group, LLC History No change 8,232 377 0.11% 0.11% 208 0 0.0% Q2 2026 Jul 21, 2026
Friedenthal Financial History No change 8,215 376 0.17% 0.17% 209 0 0.0% Q2 2026 Jul 13, 2026
One Day In July LLC History No change 8,174 374 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 03, 2026
Tanager Wealth Management LLP History No change 8,022 367 0.03% 0.03% 211 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 8,008 366 0.02% 0.02% 212 0 0.0% Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History No change 7,951 364 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 05, 2026
Aventura Private Wealth, LLC History No change 7,954 364 0.11% 0.11% 214 0 0.0% Q2 2026 Jul 15, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 7,876 360 0.05% 0.05% 215 0 0.0% Q2 2026 Jul 29, 2026
Alesco Advisors, LLC, An ESL Co History No change 7,841 359 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 7,673 351 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 7,619 349 0.02% 0.02% 218 0 0.0% Q2 2026 Jul 14, 2026
Composition Wealth, LLC History No change 7,414 339 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 22, 2026
One Wealth Advisors, LLC History No change 7,267 332 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 06, 2026
Retirement Wealth Solutions LLC History No change 7,173 328 0.18% 0.18% 221 0 0.0% Q2 2026 Jul 07, 2026
SigFig Wealth Management, LLC History No change 7,003 320 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 07, 2026
Parkway Wealth Management Group, LLC History No change 6,840 313 0.04% 0.04% 223 0 0.0% Q2 2026 Jul 27, 2026
Sowell Financial Services LLC History No change 6,768 309 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 17, 2026
Mattson Financial Services, LLC History No change 6,801 308 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 6,636 303 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 24, 2026
WEALTHGARDEN F.S. LLC History No change 6,462 295 0.17% 0.17% 227 0 0.0% Q2 2026 Jul 31, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,325 290 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,321 289 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 6,330 289 0.04% 0.04% 230 0 0.0% Q2 2026 Jul 16, 2026
StoneX Group Inc. History No change 6,259 286 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 12, 2026
Strathmore Capital Advisors, Inc. History No change 6,327 286 0.08% 0.08% 232 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 5,993 274 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 5,846 267 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Financial Advisors, LLC History No change 5,846 267 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 5,777 264 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 17, 2026
MAI Capital Management History No change 5,673 259 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 5,614 257 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 5,623 254 0.14% 0.14% 239 0 0.0% Q2 2026 Aug 19, 2026
Braun-Bostich & Associates Inc. History No change 5,512 252 0.14% 0.14% 240 0 0.0% Q2 2026 Jul 24, 2026
WealthTrust Axiom LLC History No change 5,500 251 0.06% 0.06% 241 0 0.0% Q2 2026 Aug 11, 2026
Citizens National Bank Trust Department History No change 5,500 251 0.04% 0.04% 242 0 0.0% Q2 2026 Jul 22, 2026
Rare Wolf Capital LLC History No change 5,467 250 0.16% 0.16% 243 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 5,463 246 0.04% 0.04% 244 0 0.0% Q2 2026 Aug 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,294 242 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
Pacific Park Financial, Inc. History No change 5,265 241 0.14% 0.14% 246 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 5,079 232 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 5,045 231 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
CRA Financial Services, LLC History No change 5,021 229 0.03% 0.03% 249 0 0.0% Q2 2026 Jul 24, 2026
Inscription Capital, LLC History No change 5,000 229 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 4,926 225 0.04% 0.04% 251 0 0.0% Q2 2026 Jul 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 4,879 223 0.03% 0.03% 252 0 0.0% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,849 222 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 23, 2026
Investment Planning Advisors, Inc. History No change 4,808 220 0.05% 0.05% 254 0 0.0% Q2 2026 Jul 23, 2026
GLR Partners, LLC History No change 4,781 218 0.1% 0.1% 255 0 0.0% Q2 2026 Jul 27, 2026
Qube Research & Technologies Ltd History No change 4,741 217 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Ridgeline Wealth, LLC History No change 4,729 216 0.13% 0.13% 257 0 0.0% Q2 2026 Jul 06, 2026
Arista Wealth Management, LLC History No change 4,662 213 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 08, 2026
Taylor Hoffman Capital Management LLC History No change 4,656 213 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 4,637 212 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 17, 2026
Exchange Bank History No change 4,622 211 0.13% 0.13% 261 0 0.0% Q2 2026 Jul 08, 2026
Capital Advisors, Ltd. LLC History No change 4,426 203 0.02% 0.02% 262 0 0.0% Q2 2026 Jul 16, 2026
BLUELINE ADVISORS LLC History No change 4,235 193 0.13% 0.13% 263 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 3,913 179 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 30, 2026
BLAIR WILLIAM & CO/IL History No change 3,804 174 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 3,500 160 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 3,358 151 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 29, 2026
Bank of New Hampshire History No change 3,000 137 0.03% 0.03% 268 0 0.0% Q2 2026 Jul 14, 2026
Aptus Capital Advisors, LLC History No change 2,777 127 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
Crewe Advisors LLC History No change 2,738 125 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,600 119 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,600 119 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 2,396 109 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,299 105 0.04% 0.04% 274 0 0.0% Q2 2026 Jul 08, 2026
Park Place Capital Corp History No change 2,280 104 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,174 99 0.06% 0.06% 276 0 0.0% Q2 2026 Aug 10, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2,049 93 0.06% 0.06% 277 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 1,978 90 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 1,688 77 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,675 76 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,633 74 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 1,497 68 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 21, 2026
MCF Advisors LLC History No change 1,447 66 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 12, 2026
Hurley Capital, LLC History No change 1,168 53 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 10, 2026
SITTNER & NELSON, LLC History No change 1,148 52 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 986 45 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 948 43 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 937 42 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 04, 2026
Signature Equity Partners, LLC History No change 879 40 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Advisory Services, LLC History No change 840 38 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 23, 2026
Parkside Financial Bank & Trust History No change 812 37 0.0% 0.0% 291 0 0.0% Q2 2026 Sep 04, 2026
Pinnacle Bancorp, Inc. History No change 793 36 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 731 33 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 732 33 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
BALLAST ADVISORS LLC History No change 647 29 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 12, 2026
Coston, McIsaac & Partners History No change 609 27 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 561 25 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 28, 2026
Greykasell Wealth Strategies, Inc. History No change 555 25 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 554 25 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 10, 2026
Caitlin John, LLC History No change 500 22 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 17, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 439 20 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 376 17 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 293 13 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 15, 2026
VANGUARD ADVISERS INC History No change 268 12 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 280 12 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 225 10 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
Rachor Investment Advisory Services, LLC History No change 207 9 0.0% 0.0% 307 0 0.0% Q2 2026 Jul 16, 2026
Navigoe, LLC History No change 200 9 0.0% 0.0% 308 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 205 9 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 169 7 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 06, 2026
COUNTRY TRUST BANK History No change 120 5 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 105 4 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 08, 2026
Quaker Wealth Management, LLC History No change 99 4 0.0% 0.0% 313 0 0.0% Q2 2026 Jul 24, 2026
Anchor Investment Management, LLC History No change 69 3 0.0% 0.0% 314 0 0.0% Q2 2026 Sep 15, 2026
Delos Wealth Advisors, LLC History No change 81 3 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 86 3 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 06, 2026
Private Wealth Management Group, LLC History No change 70 3 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 27, 2026
Glen Eagle Advisors, LLC History No change 74 3 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 82 3 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 78 3 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 52 2 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 60 2 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 30 1 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
Providence Capital Advisors, LLC History No change 29 1 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 11, 2026
Prestige Wealth Management Group LLC History No change 40 1 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 25 1 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 10, 2026
Reyes Financial Architecture, Inc. History No change 36 1 0.0% 0.0% 327 0 0.0% Q2 2026 Jul 16, 2026
Caldwell Trust Co History No change 41 1 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 03, 2026
BESSEMER GROUP INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 16 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
WealthCollab, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rossby Financial, LCC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Longview Financial Advisors LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Networth Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026