Fusion Family Wealth, LLC - XCEM
Detailed investor-level table based on 13F positions.
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,556,704 | 188,078 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,531,157 | 186,727 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boulay Financial Advisors, LLC | History | No change | 2,228,872 | 117,862 | 10.91% | 10.91% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,840,058 | 95,589 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,597,979 | 84,501 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,404,013 | 74,244 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,063,803 | 56,253 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,008,740 | 53,342 | 1.52% | 1.52% | 8 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Marotta Asset Management | History | Reduced | 779,507 | 40,074 | 6.8% | 6.97% | 9 | -39,163 | -4.78% | Q3 2026 | Oct 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 698,040 | 36,912 | 0.44% | 0.44% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 638,317 | 33,754 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 555,590 | 29,388 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 512,188 | 27,084 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 391,645 | 20,710 | 2.22% | 2.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 352,162 | 18,622 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 320,043 | 16,923 | 0.6% | 0.6% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 317,166 | 16,771 | 0.36% | 0.36% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prism Advisors, Inc. | History | Reduced | 327,714 | 16,736 | 4.2% | 5.13% | 18 | -71,285 | -17.87% | Q3 2026 | Oct 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 310,423 | 16,415 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Penserra Capital Management LLC | History | No change | 306,299 | 16,197 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 257,828 | 13,633 | 2.67% | 2.67% | 21 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 254,456 | 13,455 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 253,477 | 13,404 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 248,821 | 13,157 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 239,370 | 12,657 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 238,113 | 12,591 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 228,117 | 12,062 | 0.48% | 0.48% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 208,264 | 11,012 | 0.71% | 0.71% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 207,014 | 10,946 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | No change | 199,307 | 10,539 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 197,491 | 10,443 | 0.54% | 0.54% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | No change | 192,940 | 10,202 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Highland Financial Advisors, LLC | History | No change | 190,599 | 10,078 | 2.22% | 2.22% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 190,542 | 10,075 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | No change | 188,228 | 9,953 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nelson Capital Management, LLC | History | No change | 186,368 | 9,855 | 1.08% | 1.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 179,048 | 9,468 | 2.34% | 2.34% | 37 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aprio Wealth Management, LLC | History | No change | 170,556 | 9,019 | 0.45% | 0.45% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 167,970 | 8,882 | 0.32% | 0.32% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 165,872 | 8,771 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 159,274 | 8,422 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 157,124 | 8,308 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 155,953 | 8,246 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MA Private Wealth | History | No change | 155,832 | 8,240 | 1.23% | 1.23% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Capital Group | History | Added to | 158,266 | 8,136 | 0.96% | 1.0% | 45 | +837 | 0.53% | Q3 2026 | Oct 08, 2026 |
| AlphaCore Capital LLC | History | No change | 147,174 | 7,782 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 145,214 | 7,679 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 141,938 | 7,505 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 141,938 | 7,505 | 0.42% | 0.42% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Financial, LLC | History | No change | 135,401 | 7,160 | 6.43% | 6.43% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 133,395 | 7,053 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 125,625 | 6,643 | 0.24% | 0.24% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 119,218 | 6,304 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 116,106 | 6,139 | 1.47% | 1.47% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 113,209 | 5,986 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 110,334 | 5,834 | 0.48% | 0.48% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 107,648 | 5,692 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 110,218 | 5,408 | 0.67% | 0.67% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vertex Planning Partners, LLC | History | No change | 98,505 | 5,208 | 0.77% | 0.77% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 97,722 | 5,167 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 96,792 | 5,118 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 89,549 | 4,735 | 0.76% | 0.76% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 88,955 | 4,703 | 0.15% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 82,702 | 4,373 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 72,124 | 3,818 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 73,987 | 3,815 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 67,840 | 3,587 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 63,731 | 3,370 | 0.95% | 0.95% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 58,074 | 3,070 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SoundView Advisors Inc. | History | No change | 58,049 | 3,069 | 1.0% | 1.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,691 | 3,050 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 52,374 | 2,595 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Flaharty Asset Management, LLC | History | No change | 50,945 | 2,591 | 3.71% | 3.71% | 73 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 48,481 | 2,563 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 45,826 | 2,423 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 45,791 | 2,421 | 0.47% | 0.47% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 43,948 | 2,323 | 2.05% | 2.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 41,602 | 2,199 | 0.53% | 0.53% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 45,963 | 2,191 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 45,963 | 2,191 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Scarborough Advisors, LLC | History | No change | 40,017 | 2,069 | 0.24% | 0.24% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 38,020 | 2,010 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 35,806 | 1,893 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 35,370 | 1,870 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 35,370 | 1,870 | 0.21% | 0.21% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 35,154 | 1,858 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 30,458 | 1,610 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Financial Network Corp | History | No change | 29,398 | 1,554 | 0.86% | 0.86% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 28,896 | 1,528 | 0.43% | 0.43% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 28,712 | 1,518 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 27,443 | 1,451 | 0.32% | 0.32% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastline Trust Co | History | Reduced | 27,954 | 1,437 | 0.13% | 0.15% | 92 | -4,256 | -13.21% | Q3 2026 | Oct 01, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 27,065 | 1,431 | 0.16% | 0.16% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 26,923 | 1,423 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 25,691 | 1,320 | 0.04% | 0.04% | 95 | -2,893 | -10.12% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 24,523 | 1,296 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 24,377 | 1,289 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 24,279 | 1,283 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 23,018 | 1,217 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESCAP Management Group, Inc. | History | No change | 22,887 | 1,210 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 22,511 | 1,190 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,609 | 1,176 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 22,128 | 1,170 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 21,795 | 1,152 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 20,658 | 1,092 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 20,325 | 1,074 | 0.31% | 0.31% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 18,971 | 1,003 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 18,845 | 996 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 18,601 | 983 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 18,388 | 972 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,777 | 965 | 0.01% | 0.01% | 111 | -421 | -2.19% | Q3 2026 | Oct 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 17,894 | 946 | 0.44% | 0.44% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN ADVISORY INC | History | No change | 17,514 | 926 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Telos Capital Management, Inc. | History | No change | 17,197 | 909 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 17,175 | 908 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 16,758 | 886 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 16,671 | 881 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,220 | 857 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 15,642 | 827 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LaFleur & Godfrey LLC | History | No change | 15,506 | 819 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 15,134 | 800 | 0.44% | 0.44% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 14,515 | 767 | 0.57% | 0.57% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| United Advisor Group, LLC | History | No change | 14,422 | 762 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Sage Partners, LLC | History | No change | 14,400 | 761 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,369 | 759 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 14,362 | 759 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,226 | 752 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EASTERN BANK | History | Reduced | 13,133 | 675 | 0.01% | 0.01% | 128 | -1,753 | -11.78% | Q3 2026 | Oct 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,508 | 661 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 12,287 | 649 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 11,710 | 619 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PlanVest Financial, Inc | History | No change | 11,504 | 608 | 0.41% | 0.41% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 11,440 | 604 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MYECFO, LLC | History | No change | 10,590 | 559 | 0.21% | 0.21% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,438 | 551 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 9,883 | 522 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essential Partners LLC | History | No change | 9,618 | 508 | 0.23% | 0.23% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 9,089 | 480 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,064 | 479 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,643 | 457 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McAdam, LLC | History | No change | 8,292 | 438 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7,115 | 376 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,031 | 371 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 6,690 | 353 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Snider Financial Group | History | No change | 6,660 | 352 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smithfield Trust Co | History | No change | 6,525 | 346 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,499 | 343 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,467 | 341 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE Advisory Partners, LLC | History | No change | 6,263 | 331 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 6,191 | 327 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,690 | 300 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 5,573 | 294 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 5,382 | 284 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,136 | 271 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Range Advisory, LLC | History | No change | 4,934 | 260 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,088 | 259 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,814 | 254 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 4,740 | 250 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,655 | 246 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICUS CAPITAL | History | No change | 4,604 | 243 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,587 | 242 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,577 | 242 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 4,454 | 235 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 4,408 | 233 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 4,411 | 233 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BSW Wealth Partners | History | No change | 4,379 | 231 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 4,246 | 224 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 4,209 | 222 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | No change | 4,164 | 220 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,102 | 216 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 4,000 | 211 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Omega Financial Group, LLC | History | No change | 3,955 | 209 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,913 | 206 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 3,831 | 202 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,079 | 160 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 2,875 | 152 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,762 | 146 | 0.16% | 0.16% | 177 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,566 | 135 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,186 | 115 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,816 | 96 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,700 | 89 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,300 | 68 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Battery Global Advisors, LLC | History | No change | 1,235 | 65 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,179 | 62 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graney & King, LLC | History | No change | 1,090 | 57 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,055 | 55 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 851 | 45 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 790 | 41 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALERUS FINANCIAL NA | History | No change | 720 | 38 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 653 | 34 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 603 | 31 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 569 | 30 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 556 | 29 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 525 | 27 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 473 | 25 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 426 | 22 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 274 | 14 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 247 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 108 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 106 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Management LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 34 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |