SELECT SECTOR SPDR TRUST - XLRE

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
Creative Planning History No change 51,792,146 2,280,119 1.33% 1.33% 1 0 0.0% Q2 2026 Aug 13, 2026
PeakShares LLC History No change 26,542 1,168,644 0.87% 0.87% 2 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 10,788,663 475,024 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 7,024,401 309,284 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,632,026 203,948 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 3,392,096 149,353 2.8% 2.8% 6 0 0.0% Q2 2026 Aug 10, 2026
American Family Investments, Inc. History No change 2,549,761 112,265 2.03% 2.03% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,260,973 99,550 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,159,178 97,248 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 13, 2026
Vanderbilt University History No change 2,029,067 89,339 12.27% 12.27% 10 0 0.0% Q2 2026 Jul 22, 2026
WELLS FARGO & COMPANY/MN History No change 1,773,195 78,073 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 1,681,059 74,017 0.98% 0.98% 12 0 0.0% Q2 2026 Aug 06, 2026
Moss Adams Wealth Advisors LLC History No change 1,650,772 72,683 4.54% 4.54% 13 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 1,580,192 69,575 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,371,599 60,391 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 1,282,055 56,448 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,177,612 51,850 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 07, 2026
Phoenix Financial Ltd. History No change 1,063,204 46,812 0.32% 0.32% 18 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,059,840 46,664 0.01% 0.01% 19 0 0.0% Q2 2026 Sep 23, 2026
Parcion Private Wealth LLC History No change 1,057,053 46,542 2.58% 2.58% 20 0 0.0% Q2 2026 Jul 27, 2026
AMERIPRISE FINANCIAL INC History No change 1,000,810 44,067 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 947,212 41,705 0.52% 0.52% 22 0 0.0% Q2 2026 Aug 13, 2026
Advisory Alpha, LLC History No change 913,389 40,218 0.99% 0.99% 23 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 768,635 33,843 0.39% 0.39% 24 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 729,266 32,109 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 709,705 31,249 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 680,463 29,961 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Warwick Investment Management, Inc. History No change 667,825 29,404 3.3% 3.3% 28 0 0.0% Q2 2026 Jul 31, 2026
FACTORY MUTUAL INSURANCE CO History No change 659,000 29,015 0.27% 0.27% 29 0 0.0% Q2 2026 Jul 21, 2026
D. E. Shaw & Co., Inc. History No change 614,909 27,074 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Auto-Owners Insurance Co History No change 584,048 25,703 0.58% 0.58% 31 0 0.0% Q2 2026 Jul 15, 2026
HighTower Advisors, LLC History No change 570,721 25,128 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 565,043 24,879 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 05, 2026
University of Illinois Foundation History No change 562,815 24,780 4.43% 4.43% 34 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 558,459 24,588 0.66% 0.66% 35 0 0.0% Q2 2026 Aug 07, 2026
Bluespring Wealth Management, LLC History No change 529,816 23,327 0.45% 0.45% 36 0 0.0% Q2 2026 Aug 11, 2026
Dean, Jacobson Financial Services, LLC History No change 527,828 23,240 12.79% 12.79% 37 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 527,413 23,221 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 508,036 22,368 0.53% 0.53% 39 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 503,400 22,164 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 469,400 20,667 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 448,499 19,747 0.13% 0.13% 42 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 428,008 19,024 0.03% 0.03% 43 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 419,820 18,484 0.37% 0.37% 44 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 401,671 17,780 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 10, 2026
Prentice Wealth Management LLC History No change 389,903 17,167 3.54% 3.54% 46 0 0.0% Q2 2026 Jul 15, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 387,611 17,066 4.1% 4.1% 47 0 0.0% Q2 2026 Jul 09, 2026
Peak Retirement Planning, Inc. History No change 386,766 17,029 2.7% 2.7% 48 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 383,127 16,871 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Capital Advisors LLC History No change 381,438 16,794 1.07% 1.07% 50 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 373,394 16,440 0.2% 0.2% 51 0 0.0% Q2 2026 Aug 18, 2026
STIFEL FINANCIAL CORP History No change 368,034 16,204 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 12, 2026
COUNTRY TRUST BANK History No change 359,583 15,832 0.28% 0.28% 53 0 0.0% Q2 2026 Jul 15, 2026
BARCLAYS PLC History No change 355,294 15,643 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 350,789 15,445 0.19% 0.19% 55 0 0.0% Q2 2026 Jul 17, 2026
AE Wealth Management LLC History No change 347,324 15,292 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 03, 2026
Hudock, Inc. History No change 335,466 14,770 1.89% 1.89% 57 0 0.0% Q2 2026 Jul 31, 2026
Freestone Capital Holdings, LLC History No change 315,720 13,901 0.36% 0.36% 58 0 0.0% Q2 2026 Jul 31, 2026
MAI Capital Management History No change 308,387 13,578 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 303,152 13,347 0.55% 0.55% 60 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 303,071 13,344 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 292,168 12,864 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 03, 2026
Equitable Holdings, Inc. History No change 289,591 12,750 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 17, 2026
JPMORGAN CHASE & CO History No change 278,887 12,527 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 276,975 12,195 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 276,187 12,160 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 10, 2026
Quadrature Capital Ltd History No change 262,572 11,561 0.1% 0.1% 67 0 0.0% Q2 2026 Aug 06, 2026
Trust Asset Management LLC History No change 293,871 11,214 1.54% 1.54% 68 0 0.0% Q2 2026 Jul 07, 2026
Brio Consultants, LLC History No change 245,437 10,806 1.27% 1.27% 69 0 0.0% Q2 2026 Aug 12, 2026
American Financial Advisors, LLC History No change 241,154 10,618 1.28% 1.28% 70 0 0.0% Q2 2026 Jul 14, 2026
AMICA MUTUAL INSURANCE CO History No change 241,112 10,611 0.88% 0.88% 71 0 0.0% Q2 2026 Aug 05, 2026
PROFFITT & GOODSON INC History No change 237,740 10,467 1.44% 1.44% 72 0 0.0% Q2 2026 Jul 22, 2026
Transamerica Financial Advisors, LLC History No change 229,076 10,086 0.85% 0.85% 73 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 223,893 9,858 0.21% 0.21% 74 0 0.0% Q2 2026 Aug 14, 2026
Cinctive Capital Management LP History No change 215,433 9,485 0.35% 0.35% 75 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 214,607 9,449 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 214,200 9,431 0.0% 0.0% 77 0 0.0% Q2 2026 Sep 02, 2026
Foguth Wealth Management, LLC. History No change 201,811 9,127 1.04% 1.04% 78 0 0.0% Q2 2026 Jul 21, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 205,200 9,034 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 201,060 8,853 0.02% 0.02% 80 0 0.0% Q2 2026 Jul 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 195,059 8,588 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 194,773 8,575 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 194,306 8,555 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 13, 2026
Solano Wealth Investment Advisors LLC History No change 190,902 8,405 3.82% 3.82% 84 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisors Wealth Management, LLC History Added to 201,341 8,236 0.93% 0.51% 85 +102,419 103.54% Q3 2026 Oct 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 186,046 8,191 0.03% 0.03% 86 0 0.0% Q2 2026 Jul 28, 2026
THOR TRADING ADVISORS, LLC History No change 183,644 8,085 2.54% 2.54% 87 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 181,018 7,970 0.01% 0.01% 88 0 0.0% Q2 2026 Jul 29, 2026
Viaable, LLC History No change 177,585 7,845 6.51% 6.51% 89 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 178,150 7,843 0.3% 0.3% 90 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 177,213 7,802 0.04% 0.04% 91 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 174,639 7,689 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 10, 2026
StrongBox Wealth, LLC History No change 169,102 7,445 2.12% 2.12% 93 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 162,575 7,158 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 19, 2026
Aspect Partners, LLC History No change 162,495 7,154 2.67% 2.67% 95 0 0.0% Q2 2026 Jul 16, 2026
FIRST INTERSTATE BANK History No change 159,445 7,020 0.37% 0.37% 96 0 0.0% Q2 2026 Jul 24, 2026
Talon Private Wealth, LLC History No change 158,000 6,956 0.81% 0.81% 97 0 0.0% Q2 2026 Sep 11, 2026
LCW Services, LLC History No change 157,792 6,947 3.03% 3.03% 98 0 0.0% Q2 2026 Jul 30, 2026
Ball & Co Wealth Management Inc. History No change 156,849 6,906 4.9% 4.9% 99 0 0.0% Q2 2026 Jul 31, 2026
SageView Advisory Group, LLC History No change 154,963 6,823 0.22% 0.22% 100 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 153,634 6,764 0.07% 0.07% 101 0 0.0% Q2 2026 Jul 15, 2026
PRUDENTIAL FINANCIAL INC History No change 153,251 6,747 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 150,815 6,640 0.32% 0.32% 103 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 149,725 6,592 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 149,558 6,585 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 07, 2026
SUMMIT SECURITIES GROUP LLC History No change 145,498 6,406 0.61% 0.61% 106 0 0.0% Q2 2026 Aug 03, 2026
Cedar Point Capital Partners, LLC History No change 144,098 6,344 3.65% 3.65% 107 0 0.0% Q2 2026 Jul 27, 2026
KCM INVESTMENT ADVISORS LLC History No change 143,158 6,303 0.19% 0.19% 108 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 143,098 6,300 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 07, 2026
Econ Financial Services Corp History No change 142,610 6,279 2.93% 2.93% 110 0 0.0% Q2 2026 Jul 23, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 148,702 6,083 0.37% 0.39% 111 +2,799 1.92% Q3 2026 Oct 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 138,106 6,080 0.07% 0.07% 112 0 0.0% Q2 2026 Aug 07, 2026
Certified Advisory Corp History No change 136,852 6,026 0.49% 0.49% 113 0 0.0% Q2 2026 Jul 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 136,618 6,015 0.11% 0.11% 114 0 0.0% Q2 2026 Jul 23, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 135,858 5,981 0.78% 0.78% 115 0 0.0% Q2 2026 Jul 20, 2026
Sanctuary Advisors, LLC History No change 135,413 5,962 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 134,635 5,928 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 27, 2026
Western Wealth Management, LLC History No change 133,532 5,879 0.19% 0.19% 118 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 129,630 5,707 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 128,638 5,663 0.91% 0.91% 120 0 0.0% Q2 2026 Jul 20, 2026
Stadion Money Management, LLC History No change 127,634 5,619 0.48% 0.48% 121 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 127,070 5,594 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 126,841 5,584 0.89% 0.89% 123 0 0.0% Q2 2026 Jul 24, 2026
INVENIO WEALTH PARTNERS LLC History No change 126,416 5,566 1.99% 1.99% 124 0 0.0% Q2 2026 Jul 30, 2026
CHOREO, LLC History No change 125,974 5,546 0.06% 0.06% 125 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 122,024 5,373 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 120,513 5,306 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 18, 2026
Estate Counselors, LLC History No change 120,268 5,295 0.46% 0.46% 128 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 115,978 5,246 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
American National Bank of Texas History Added to 127,944 5,234 4.78% 5.12% 130 +603 0.47% Q3 2026 Oct 07, 2026
CacheTech Inc. History No change 118,177 5,203 0.84% 0.84% 131 0 0.0% Q2 2026 Aug 11, 2026
Algorithmic Investment Models, LLC History No change 117,994 5,195 6.01% 6.01% 132 0 0.0% Q2 2026 Aug 07, 2026
Horizon Wealth Management, LLC History No change 117,343 5,166 0.66% 0.66% 133 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 116,728 5,139 0.18% 0.18% 134 0 0.0% Q2 2026 Aug 12, 2026
Rothschild Capital Partners, LLC History No change 115,531 5,086 1.09% 1.09% 135 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 115,020 5,064 0.18% 0.18% 136 0 0.0% Q2 2026 Jul 15, 2026
Adams Wealth Management History No change 111,357 4,903 0.94% 0.94% 137 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History No change 111,322 4,901 0.24% 0.24% 138 0 0.0% Q2 2026 Jul 10, 2026
BlackRock, Inc. History No change 110,630 4,871 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 07, 2026
Norris Financial Group, LLC History No change 105,790 4,657 1.85% 1.85% 140 0 0.0% Q2 2026 Aug 05, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 104,758 4,612 0.57% 0.57% 141 0 0.0% Q2 2026 Aug 05, 2026
Swan Global Investments, LLC History No change 104,653 4,607 0.14% 0.14% 142 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 102,524 4,514 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
SURIENCE PRIVATE WEALTH LLC History No change 102,287 4,503 3.96% 3.96% 144 0 0.0% Q2 2026 Jul 24, 2026
PINKERTON WEALTH, LLC History No change 109,269 4,461 0.38% 0.38% 145 0 0.0% Q2 2026 Jul 30, 2026
SIMON QUICK ADVISORS, LLC History No change 101,254 4,458 0.18% 0.18% 146 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History Added to 106,422 4,353 0.24% 0.26% 147 +45 0.04% Q3 2026 Oct 06, 2026
Nelson Capital Management, LLC History No change 97,351 4,286 0.47% 0.47% 148 0 0.0% Q2 2026 Jul 24, 2026
Gladstone Institutional Advisory LLC History No change 95,275 4,194 0.13% 0.13% 149 0 0.0% Q2 2026 Jul 27, 2026
True Freedom Investing, LLC History No change 101,235 4,133 0.32% 0.32% 150 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 93,280 4,107 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 30, 2026
NORTHERN TRUST CORP History No change 92,473 4,071 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Ayalon Insurance Comp Ltd. History No change 98,780 4,041 0.34% 0.53% 153 0 0.0% Q3 2026 Oct 08, 2026
Baker Avenue Asset Management, LP History No change 88,444 3,894 0.07% 0.07% 154 0 0.0% Q2 2026 Jul 28, 2026
CreativeOne Wealth, LLC History No change 87,895 3,870 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 87,827 3,867 0.18% 0.18% 156 0 0.0% Q2 2026 Jul 28, 2026
Penserra Capital Management LLC History No change 85,551 3,766 0.03% 0.03% 157 0 0.0% Q2 2026 Aug 13, 2026
Altura Wealth Advisors Inc. History No change 84,441 3,717 1.25% 1.25% 158 0 0.0% Q2 2026 Jul 22, 2026
PARK AVENUE SECURITIES LLC History No change 84,015 3,699 0.02% 0.02% 159 0 0.0% Q2 2026 Jul 20, 2026
Urban Financial Advisory Corp History No change 83,164 3,661 1.01% 1.01% 160 0 0.0% Q2 2026 Aug 06, 2026
Vickerman Investment Advisors, Inc. History No change 83,091 3,658 0.71% 0.71% 161 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 83,033 3,655 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 27, 2026
FOSTER & MOTLEY INC History No change 81,266 3,578 0.16% 0.16% 163 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 80,487 3,543 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History No change 79,800 3,513 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 79,693 3,508 0.03% 0.03% 166 0 0.0% Q2 2026 Jul 24, 2026
Chesley Taft & Associates LLC History No change 78,931 3,475 0.14% 0.14% 167 0 0.0% Q2 2026 Jul 08, 2026
1ST SOURCE BANK History No change 77,482 3,411 0.15% 0.15% 168 0 0.0% Q2 2026 Aug 06, 2026
PSI Advisors, LLC History No change 77,415 3,408 0.79% 0.79% 169 0 0.0% Q2 2026 Aug 03, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 77,221 3,400 1.3% 1.3% 170 0 0.0% Q2 2026 Jul 20, 2026
Concentric Capital Strategies, LP History No change 77,019 3,391 0.19% 0.19% 171 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 75,838 3,339 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 75,694 3,332 0.26% 0.26% 173 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 75,289 3,315 0.84% 0.84% 174 0 0.0% Q2 2026 Jul 24, 2026
FORBES J M & CO LLP History No change 74,904 3,298 0.26% 0.26% 175 0 0.0% Q2 2026 Jul 20, 2026
Geneos Wealth Management Inc. History No change 74,160 3,265 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 74,069 3,261 0.07% 0.07% 177 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 73,773 3,248 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 05, 2026
Atlanta Consulting Group Advisors, LLC History No change 72,733 3,202 0.51% 0.51% 179 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 72,565 3,195 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 11, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 72,357 3,185 0.17% 0.17% 181 0 0.0% Q2 2026 Jul 15, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 72,249 3,181 0.2% 0.2% 182 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 71,114 3,131 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 71,063 3,128 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 14, 2026
RPg Family Wealth Advisory, LLC History No change 69,863 3,076 0.64% 0.64% 185 0 0.0% Q2 2026 Aug 04, 2026
Risk Paradigm Group, LLC History No change 69,664 3,067 2.41% 2.41% 186 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 69,586 3,063 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 12, 2026
Bellwether Advisors, LLC History No change 68,904 3,033 0.45% 0.45% 188 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 67,280 2,962 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
J. Team Financial, Inc. History No change 66,731 2,938 2.85% 2.85% 190 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 66,615 2,933 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Empirical Asset Management, LLC History No change 66,438 2,925 0.66% 0.66% 192 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 65,737 2,894 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 65,647 2,890 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
Paladin Advisory Group, LLC History No change 65,530 2,885 1.92% 1.92% 195 0 0.0% Q2 2026 Jul 28, 2026
Compass Wealth Management, LLC/GA History No change 65,379 2,878 1.15% 1.15% 196 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial, LLC History No change 65,225 2,871 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 12, 2026
CAP Partners, LLC History No change 65,017 2,862 1.4% 1.4% 198 0 0.0% Q2 2026 Jul 30, 2026
Hills Bank & Trust Co History No change 64,838 2,854 0.12% 0.12% 199 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 62,345 2,745 0.04% 0.04% 200 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 61,963 2,728 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 61,094 2,689 0.18% 0.18% 202 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 59,276 2,610 0.08% 0.08% 203 0 0.0% Q2 2026 Jul 15, 2026
AAFMAA Wealth Management & Trust LLC History No change 58,763 2,587 0.9% 0.9% 204 0 0.0% Q2 2026 Jul 08, 2026
Centennial Bank/AR/ History No change 58,582 2,579 0.83% 0.83% 205 0 0.0% Q2 2026 Aug 10, 2026
Graetz Wealth LLC History No change 58,519 2,576 2.05% 2.05% 206 0 0.0% Q2 2026 Aug 13, 2026
Cordatus Wealth Management LLC History No change 58,386 2,570 0.56% 0.56% 207 0 0.0% Q2 2026 Jul 29, 2026
STATE STREET CORP History No change 58,324 2,568 0.0% 0.0% 208 0 0.0% Q2 2026 Sep 22, 2026
M&T BANK CORP History No change 57,224 2,519 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 04, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 57,200 2,518 1.15% 1.15% 210 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 57,025 2,518 0.01% 0.01% 211 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 56,402 2,483 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 55,756 2,454 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 54,989 2,421 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 58,540 2,394 0.22% 0.29% 215 -19,214 -24.71% Q3 2026 Oct 07, 2026
WBH ADVISORY INC History No change 54,243 2,388 0.16% 0.16% 216 0 0.0% Q2 2026 Aug 05, 2026
Atlatl Advisers LLC History No change 53,789 2,368 0.56% 0.56% 217 0 0.0% Q2 2026 Jul 22, 2026
Banco Santander, S.A. History No change 53,471 2,354 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 29, 2026
Trek Financial, LLC History No change 52,853 2,327 0.12% 0.12% 219 0 0.0% Q2 2026 Aug 13, 2026
Manske Wealth Management History No change 52,857 2,327 0.58% 0.58% 220 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 52,849 2,326 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 52,550 2,313 0.08% 0.08% 222 0 0.0% Q2 2026 Aug 05, 2026
Premier Private Wealth Management LLC History No change 52,486 2,310 2.02% 2.02% 223 0 0.0% Q2 2026 Aug 13, 2026
SEEDS INVESTOR LLC History No change 51,967 2,288 0.24% 0.24% 224 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 51,295 2,258 0.04% 0.04% 225 0 0.0% Q2 2026 Aug 07, 2026
LightSquare Wealth Management, LLC History No change 51,191 2,253 1.55% 1.55% 226 0 0.0% Q2 2026 Aug 03, 2026
Fragasso Financial Advisors Inc History No change 50,639 2,229 0.12% 0.12% 227 0 0.0% Q2 2026 Jul 09, 2026
Kestra Advisory Services, LLC History No change 50,242 2,212 0.01% 0.01% 228 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 48,566 2,138 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 28, 2026
Gotham Asset Management, LLC History No change 47,368 2,085 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
BALLAST ADVISORS LLC History No change 46,485 2,046 0.49% 0.49% 231 0 0.0% Q2 2026 Aug 12, 2026
Horizons Wealth Management History New 49,917 2,042 1.27% — 233 +49,917 New Q3 2026 Oct 05, 2026
Mutual Advisors, LLC History No change 46,386 2,042 0.04% 0.04% 232 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 46,207 2,034 0.07% 0.07% 234 0 0.0% Q2 2026 Aug 13, 2026
Redwood Financial Network Corp History No change 45,823 2,017 1.12% 1.12% 235 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 44,789 1,972 0.03% 0.03% 236 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Union Bankshares Corp History No change 43,451 1,913 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 11, 2026
Oath Planning, LLC History No change 43,058 1,895 1.41% 1.41% 238 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 42,509 1,871 0.02% 0.02% 239 0 0.0% Q2 2026 Jul 27, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 45,493 1,861 0.38% 0.52% 240 -12,411 -21.43% Q3 2026 Oct 07, 2026
Ranch Capital Advisors Inc. History No change 42,104 1,853 0.59% 0.59% 241 0 0.0% Q2 2026 Aug 03, 2026
Winthrop Capital Management, LLC History No change 42,040 1,851 0.45% 0.45% 242 0 0.0% Q2 2026 Aug 13, 2026
LexAurum Advisors, LLC History No change 41,975 1,848 0.21% 0.21% 243 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 41,707 1,836 0.03% 0.03% 244 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 41,163 1,812 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 41,075 1,808 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 41,076 1,808 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 10, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 40,192 1,769 1.35% 1.35% 248 0 0.0% Q2 2026 Jul 27, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 40,082 1,764 0.52% 0.52% 249 0 0.0% Q2 2026 Jul 31, 2026
Jain Global LLC History No change 40,000 1,761 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 14, 2026
Thayer Partners, LLC / MA History No change 39,430 1,736 0.72% 0.72% 251 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 39,092 1,721 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 38,428 1,692 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 38,269 1,684 0.69% 0.69% 254 0 0.0% Q2 2026 Aug 07, 2026
3EDGE Asset Management, LP History No change 38,186 1,681 0.07% 0.07% 255 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 38,118 1,678 0.06% 0.06% 256 0 0.0% Q2 2026 Jul 22, 2026
Global Trust Wealth Management LLC History No change 37,765 1,662 1.14% 1.14% 257 0 0.0% Q2 2026 Jul 16, 2026
IMC-Chicago, LLC History No change 37,734 1,661 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 37,615 1,656 0.12% 0.12% 259 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Reduced 40,431 1,654 0.04% 0.06% 260 -10,300 -20.3% Q3 2026 Oct 02, 2026
Parallax Volatility Advisers, L.P. History No change 37,267 1,640 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Zuckerman Investment Group, LLC History No change 37,218 1,638 0.14% 0.14% 262 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 36,298 1,598 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 36,050 1,587 0.02% 0.02% 264 0 0.0% Q2 2026 Aug 12, 2026
AlphaStar Capital Management, LLC History No change 35,965 1,583 0.1% 0.1% 265 0 0.0% Q2 2026 Jul 30, 2026
Orange Investment Advisors, Inc. History No change 35,843 1,578 0.19% 0.19% 266 0 0.0% Q2 2026 Jul 21, 2026
Premier Path Wealth Partners, LLC History No change 35,683 1,571 0.18% 0.18% 267 0 0.0% Q2 2026 Jul 21, 2026
Simplicity Wealth,LLC History No change 35,133 1,546 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 34,746 1,529 0.03% 0.03% 269 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 34,695 1,527 0.02% 0.02% 270 0 0.0% Q2 2026 Jul 28, 2026
CHEMUNG CANAL TRUST CO History No change 34,274 1,509 0.28% 0.28% 271 0 0.0% Q2 2026 Jul 15, 2026
Per Stirling Capital Management, LLC. History No change 34,023 1,498 0.14% 0.14% 272 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 33,828 1,489 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Advisors, LLC History No change 33,138 1,459 0.47% 0.47% 274 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF OKLAHOMA History No change 33,122 1,458 0.37% 0.37% 275 0 0.0% Q2 2026 Jul 14, 2026
Krilogy Financial LLC History No change 32,943 1,450 0.04% 0.04% 276 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 32,050 1,442 0.18% 0.18% 277 0 0.0% Q2 2026 Jul 29, 2026
O'ROURKE & COMPANY, Inc History No change 32,711 1,440 0.5% 0.5% 278 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Map LLC History No change 31,102 1,429 0.65% 0.65% 279 0 0.0% Q2 2026 Jul 30, 2026
Clearview Wealth Management LLC History No change 32,414 1,427 0.92% 0.92% 280 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Family Advisors, LLC History No change 32,247 1,419 0.6% 0.6% 281 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 31,807 1,400 0.08% 0.08% 282 0 0.0% Q2 2026 Jul 31, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 31,300 1,378 0.56% 0.56% 283 0 0.0% Q2 2026 Aug 12, 2026
JSF Financial, LLC History No change 31,238 1,375 0.22% 0.22% 284 0 0.0% Q2 2026 Jul 28, 2026
Stillwater Capital Advisors, LLC History No change 31,080 1,368 0.14% 0.14% 285 0 0.0% Q2 2026 Jul 23, 2026
Scott Capital Advisors, LLC History No change 31,064 1,367 0.21% 0.21% 286 0 0.0% Q2 2026 Jul 10, 2026
OneDigital Investment Advisors LLC History No change 30,774 1,354 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 06, 2026
Ignite Planners, LLC History No change 30,564 1,346 0.18% 0.18% 288 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 29,781 1,311 0.07% 0.07% 289 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 29,742 1,307 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 29,671 1,306 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Group, LLC History No change 29,611 1,303 0.1% 0.1% 292 0 0.0% Q2 2026 Aug 10, 2026
Horizon Investments, LLC History No change 29,449 1,296 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 31,666 1,295 0.3% 0.09% 294 +22,747 255.04% Q3 2026 Oct 06, 2026
Beacon Bank & Trust History No change 29,043 1,278 0.24% 0.24% 295 0 0.0% Q2 2026 Aug 03, 2026
Hudson Oak Wealth Advisory LLC History No change 29,010 1,277 0.98% 0.98% 296 0 0.0% Q2 2026 Jul 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 28,758 1,266 0.07% 0.07% 297 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 28,742 1,265 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Reduced 30,803 1,260 0.04% 0.05% 299 -9,619 -23.8% Q3 2026 Oct 08, 2026
SIERRA SUMMIT ADVISORS LLC History No change 28,552 1,257 0.14% 0.14% 300 0 0.0% Q2 2026 Jul 20, 2026
Bleakley Financial Group, LLC History No change 28,487 1,254 0.02% 0.02% 301 0 0.0% Q2 2026 Aug 05, 2026
Luminist Capital LLC History No change 28,024 1,233 1.39% 1.39% 302 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 27,666 1,218 0.11% 0.11% 303 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Wealth Management, Inc. History No change 27,682 1,218 0.1% 0.1% 304 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 27,401 1,206 0.37% 0.37% 305 0 0.0% Q2 2026 Jul 20, 2026
FORONJY FINANCIAL LLC History No change 26,837 1,181 0.43% 0.43% 306 0 0.0% Q2 2026 Jul 23, 2026
ASSOCIATED BANC-CORP History No change 26,579 1,170 0.03% 0.03% 307 0 0.0% Q2 2026 Jul 31, 2026
Zullo Investment Group, Inc. History No change 26,041 1,146 0.39% 0.39% 308 0 0.0% Q2 2026 Jul 31, 2026
Sherry Group, Inc. History Added to 27,815 1,135 1.07% 1.21% 309 +168 0.61% Q3 2026 Oct 09, 2026
LifeGoal Investments, LLC History Reduced 27,152 1,110 0.34% 1.03% 310 -23,854 -46.77% Q3 2026 Oct 08, 2026
Belpointe Asset Management LLC History No change 24,982 1,099 0.04% 0.04% 311 0 0.0% Q2 2026 Jul 31, 2026
Corsicana & Co. History No change 24,982 1,099 0.53% 0.53% 312 0 0.0% Q2 2026 Jul 24, 2026
FIRST TRUST ADVISORS LP History No change 24,690 1,087 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 24,514 1,079 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 24,470 1,077 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 24,189 1,065 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 23,907 1,052 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 04, 2026
Cooksen Wealth, LLC History No change 23,849 1,050 0.66% 0.66% 318 0 0.0% Q2 2026 Jul 30, 2026
Maridea Wealth Management LLC History No change 23,070 1,015 0.11% 0.11% 319 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 22,934 1,009 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 17, 2026
10Elms LLP History No change 22,889 1,007 0.43% 0.43% 321 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 22,850 1,006 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 12, 2026
Wealth Alliance Advisory Group, LLC History No change 22,867 1,006 0.15% 0.15% 323 0 0.0% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History No change 22,532 992 0.03% 0.03% 324 0 0.0% Q2 2026 Jul 17, 2026
Advisory Resource Group History No change 22,535 992 0.15% 0.15% 325 0 0.0% Q2 2026 Jul 14, 2026
Magnus Financial Group LLC History No change 22,511 991 0.07% 0.07% 326 0 0.0% Q2 2026 Jul 09, 2026
Cresset Asset Management, LLC History No change 22,464 989 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
Go Invest LLC History Added to 23,764 972 0.21% 0.23% 328 +1,512 6.79% Q3 2026 Oct 08, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 23,714 970 0.58% 0.61% 329 +784 3.42% Q3 2026 Oct 07, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 21,819 960 0.11% 0.11% 330 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisors of Tampa Bay, LLC History No change 21,613 951 0.29% 0.29% 331 0 0.0% Q2 2026 Aug 14, 2026
Coral Wealth Management, LLC History No change 21,385 941 0.77% 0.77% 332 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Investment Partners LLC History No change 20,976 923 0.08% 0.08% 333 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 20,809 916 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 20,756 913 0.55% 0.55% 335 0 0.0% Q2 2026 Aug 17, 2026
Venturi Wealth Management, LLC History No change 20,501 902 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 20,469 901 0.06% 0.06% 337 0 0.0% Q2 2026 Jul 23, 2026
Markin Asset Management, LP History No change 20,443 900 0.77% 0.77% 338 0 0.0% Q2 2026 Jul 13, 2026
FMR LLC History No change 20,405 898 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Reduced 21,746 889 0.01% 0.01% 340 -8,586 -28.31% Q3 2026 Oct 08, 2026
HRT FINANCIAL LP History No change 20,128 886 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 20,079 884 0.28% 0.28% 342 0 0.0% Q2 2026 Jul 31, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 20,000 880 0.19% 0.19% 343 0 0.0% Q2 2026 Aug 13, 2026
Impact Investors, Inc History No change 19,892 875 0.64% 0.64% 344 0 0.0% Q2 2026 Jul 31, 2026
Advisor Resource Council History No change 19,683 871 0.25% 0.25% 345 0 0.0% Q2 2026 Jul 28, 2026
1900 WEALTH MANAGEMENT LLC History No change 19,593 862 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 19,521 859 0.1% 0.1% 347 0 0.0% Q2 2026 Aug 14, 2026
MARTIN & CO INC /TN/ History No change 19,340 851 0.13% 0.13% 348 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 19,099 840 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 12, 2026
OLD NATIONAL BANCORP /IN/ History No change 19,056 839 0.02% 0.02% 350 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Wealth Management, LLC History No change 18,567 817 0.04% 0.04% 351 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 18,549 816 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 31, 2026
Weinberger Asset Management, Inc History No change 17,852 806 0.26% 0.26% 353 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 18,202 801 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 14, 2026
CARRET ASSET MANAGEMENT, LLC History No change 18,013 793 0.07% 0.07% 355 0 0.0% Q2 2026 Aug 04, 2026
FIL Ltd History No change 17,991 792 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 13, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 17,904 788 0.12% 0.12% 357 0 0.0% Q2 2026 Jul 10, 2026
ES4, LLC History No change 17,836 785 0.41% 0.41% 358 0 0.0% Q2 2026 Jul 29, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 17,608 772 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 29, 2026
Asset Management One Co., Ltd. History No change 17,454 768 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 28, 2026
Y-Intercept (Hong Kong) Ltd History No change 17,407 766 0.02% 0.02% 361 0 0.0% Q2 2026 Jul 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 17,264 760 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 28, 2026
Valmark Advisers, Inc. History No change 17,242 759 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 17,139 754 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 18,271 747 0.01% 0.01% 365 -55 -0.3% Q3 2026 Oct 05, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 16,979 747 0.11% 0.11% 366 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 16,849 741 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 16,732 736 0.06% 0.06% 368 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 16,400 722 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 13, 2026
Creekside Partners History No change 16,391 721 0.26% 0.26% 370 0 0.0% Q2 2026 Jul 30, 2026
Cascade Financial Partners, LLC History No change 16,313 718 0.06% 0.06% 371 0 0.0% Q2 2026 Aug 04, 2026
Clal Insurance Enterprises Holdings Ltd History No change 16,000 704 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 15,908 700 0.59% 0.59% 373 0 0.0% Q2 2026 Aug 03, 2026
PATTEN & PATTEN INC/TN History No change 15,799 695 0.04% 0.04% 374 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 15,742 693 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 15,565 685 0.0% 0.0% 376 0 0.0% Q2 2026 Sep 08, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 15,571 685 0.16% 0.16% 377 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Advisors, LLC History No change 15,502 682 0.17% 0.17% 378 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 15,486 681 0.07% 0.07% 379 0 0.0% Q2 2026 Jul 24, 2026
Asset Allocation Strategies LLC History No change 15,376 676 0.1% 0.1% 380 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone National Bank & Trust Co History No change 15,294 675 0.23% 0.23% 381 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 15,241 671 0.05% 0.05% 382 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 15,212 669 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 29, 2026
Burford Brothers, Inc. History No change 15,127 666 0.24% 0.24% 384 0 0.0% Q2 2026 Jul 28, 2026
Fairway Wealth LLC History No change 15,137 666 0.15% 0.15% 385 0 0.0% Q2 2026 Jul 24, 2026
Peoples Bank/KS History Reduced 16,245 664 0.65% 0.73% 386 -735 -4.33% Q3 2026 Oct 09, 2026
AMG National Trust Bank History No change 15,002 660 0.01% 0.01% 387 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 14,884 655 0.02% 0.02% 388 0 0.0% Q2 2026 Aug 07, 2026
Spahn Wealth & Retirement LLC History No change 14,733 648 0.42% 0.42% 389 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 14,670 645 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 29, 2026
Boltwood Capital Management History Reduced 15,680 641 0.14% 0.16% 392 -69 -0.44% Q3 2026 Oct 02, 2026
TORONTO DOMINION BANK History No change 14,565 641 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 14,357 632 0.01% 0.01% 393 0 0.0% Q2 2026 Jul 22, 2026
Chesapeake Wealth Management History No change 14,312 630 0.18% 0.18% 394 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 14,285 629 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 14,294 629 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 04, 2026
Conservest Capital Advisors, Inc. History No change 14,259 627 0.05% 0.05% 397 0 0.0% Q2 2026 Jul 22, 2026
Independence Wealth Advisors, LLC History No change 14,244 627 0.31% 0.31% 398 0 0.0% Q2 2026 Aug 14, 2026
Pines Wealth Management, LLC History No change 14,059 619 0.18% 0.18% 399 0 0.0% Q2 2026 Jul 22, 2026
Keystone Wealth Services, LLC History No change 14,033 617 0.11% 0.11% 400 0 0.0% Q2 2026 Aug 05, 2026
FLAGSTAR SECURITIES, INC History No change 13,982 615 0.19% 0.19% 401 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 13,960 614 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 15, 2026
Hirtle & Co., LLC History No change 13,787 607 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 14, 2026
MONETARY MANAGEMENT GROUP INC History No change 13,771 606 0.12% 0.12% 404 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 13,645 604 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 27, 2026
Cullen Capital Management, LLC History No change 13,645 600 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 13, 2026
WESPAC Advisors, LLC History No change 13,516 595 0.29% 0.29% 407 0 0.0% Q2 2026 Aug 10, 2026
Sequent Planning LLC History No change 13,501 594 0.13% 0.13% 408 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History Reduced 14,474 592 0.05% 0.06% 409 -801 -5.24% Q3 2026 Oct 09, 2026
BCS Wealth Management History No change 13,292 585 0.11% 0.11% 410 0 0.0% Q2 2026 Jul 16, 2026
United Asset Strategies, Inc. History No change 13,054 574 0.04% 0.04% 411 0 0.0% Q2 2026 Jul 13, 2026
Tandem Wealth Advisors LLC History No change 12,980 571 0.23% 0.23% 412 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 12,735 560 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 12, 2026
MontVue Capital Management, Inc. History No change 12,738 560 0.32% 0.32% 414 0 0.0% Q2 2026 Jul 27, 2026
NESTEGG ADVISORS, INC. History No change 12,655 557 0.39% 0.39% 415 0 0.0% Q2 2026 Jul 14, 2026
Perigon Wealth Management, LLC History No change 12,650 556 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL BANK OF OMAHA History No change 12,247 550 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 07, 2026
Alpine Global Management, LLC History No change 12,314 542 0.09% 0.09% 418 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 12,328 542 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 12,319 542 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 12,305 541 0.02% 0.02% 421 0 0.0% Q2 2026 Jul 09, 2026
Providence First Trust Co History No change 12,193 536 0.15% 0.15% 422 0 0.0% Q2 2026 Jul 27, 2026
United Bank History No change 12,125 533 0.16% 0.16% 423 0 0.0% Q2 2026 Aug 10, 2026
Marex Group Ltd History No change 11,940 525 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 11,868 522 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 11,730 516 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 31, 2026
Aptus Capital Advisors, LLC History No change 11,657 513 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Co of New England, Inc. History No change 11,525 507 0.18% 0.18% 428 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 11,472 505 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 07, 2026
Bonfire Financial History No change 11,427 503 0.32% 0.32% 430 0 0.0% Q2 2026 Aug 07, 2026
Arlington Capital Management, Inc. History No change 11,377 500 0.31% 0.31% 431 0 0.0% Q2 2026 Jul 24, 2026
Blue Fin Capital, Inc. History No change 11,213 493 0.07% 0.07% 432 0 0.0% Q2 2026 Aug 04, 2026
17 CAPITAL PARTNERS, LLC History No change 11,217 493 0.22% 0.22% 433 0 0.0% Q2 2026 Aug 06, 2026
Intergy Private Wealth, LLC History No change 11,129 490 0.11% 0.11% 434 0 0.0% Q2 2026 Jul 17, 2026
OKABENA INVESTMENT SERVICES INC History No change 10,931 481 0.09% 0.09% 435 0 0.0% Q2 2026 Aug 04, 2026
L & S Advisors Inc History No change 10,882 479 0.05% 0.05% 436 0 0.0% Q2 2026 Aug 12, 2026
Colony Family Offices, LLC History No change 10,758 473 0.1% 0.1% 437 0 0.0% Q2 2026 Jul 20, 2026
Berger Financial Group, Inc History No change 10,569 465 0.02% 0.02% 438 0 0.0% Q2 2026 Aug 04, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 10,430 459 0.27% 0.27% 439 0 0.0% Q2 2026 Jul 21, 2026
Powerhouse Assets LLC History No change 10,413 458 0.37% 0.37% 440 0 0.0% Q2 2026 Jul 23, 2026
Mystic Asset Management, Inc. History No change 10,360 456 0.1% 0.1% 441 0 0.0% Q2 2026 Aug 11, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 10,294 453 0.08% 0.08% 442 0 0.0% Q2 2026 Jul 21, 2026
Independence Bank of Kentucky History No change 10,228 450 0.05% 0.05% 443 0 0.0% Q2 2026 Jul 13, 2026
DEARBORN PARTNERS LLC History No change 10,948 447 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 13, 2026
Point Windward Advisors Inc. History No change 10,164 447 0.2% 0.2% 445 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Advisor Solutions, LLC History No change 9,869 434 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 9,840 433 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
RCW Management, LLC History No change 9,828 432 0.39% 0.39% 448 0 0.0% Q2 2026 Jul 21, 2026
DT Investment Partners, LLC History No change 9,804 431 0.03% 0.03% 449 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 9,762 429 0.01% 0.01% 450 0 0.0% Q2 2026 Jul 17, 2026
HOWE & RUSLING INC History No change 9,641 424 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 10, 2026
CWC Advisors, LLC. History No change 9,651 424 0.19% 0.19% 452 0 0.0% Q2 2026 Jul 21, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 9,546 420 0.07% 0.07% 453 0 0.0% Q2 2026 Aug 10, 2026
HBW ADVISORY SERVICES LLC History No change 9,539 419 0.04% 0.04% 454 0 0.0% Q2 2026 Jul 16, 2026
GLENMEDE TRUST CO NA History No change 9,423 414 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 10, 2026
TOEWS CORP /ADV History No change 9,400 413 0.06% 0.06% 456 0 0.0% Q2 2026 Aug 10, 2026
Pine Valley Investments Ltd Liability Co History No change 9,372 412 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 24, 2026
Roberts Wealth Advisors, LLC History No change 9,267 408 0.09% 0.09% 458 0 0.0% Q2 2026 Jul 29, 2026
TD Capital Management LLC History No change 9,157 403 0.03% 0.03% 459 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 8,820 403 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,820 403 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 9,084 400 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 28, 2026
Morrissey Wealth Management, LLC History No change 9,713 396 0.25% 0.25% 463 0 0.0% Q2 2026 Oct 05, 2026
AlTi Global, Inc. History No change 8,966 394 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 05, 2026
CSS LLC/IL History No change 8,920 392 0.02% 0.02% 465 0 0.0% Q2 2026 Aug 14, 2026
New England Capital Financial Advisors LLC History No change 8,911 392 0.09% 0.09% 466 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL TRUST CO History No change 8,874 390 0.01% 0.01% 467 0 0.0% Q2 2026 Jul 30, 2026
WEDBUSH SECURITIES INC History No change 8,825 389 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 28, 2026
Kessler Investment Group, LLC History Added to 9,466 387 0.19% 0.13% 469 +2,737 40.67% Q3 2026 Oct 08, 2026
Stratos Wealth Partners, LTD. History No change 8,795 387 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 11, 2026
Synergy Asset Management, LLC History No change 8,788 386 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 22, 2026
M.E. ALLISON & CO., INC. History Added to 9,392 384 0.22% 0.24% 472 +1 0.01% Q3 2026 Oct 08, 2026
Valued Wealth Advisors LLC History No change 8,735 384 0.14% 0.14% 473 0 0.0% Q2 2026 Jul 20, 2026
Visionary Wealth Advisors History No change 8,632 380 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 13, 2026
Aureus Asset Management, LLC History No change 8,572 377 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 8,561 376 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 8,550 376 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 8,475 373 0.19% 0.19% 478 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 8,453 372 0.1% 0.1% 479 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 8,395 369 0.01% 0.01% 480 0 0.0% Q2 2026 Jul 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 8,357 367 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 8,310 365 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 23, 2026
Headlands Technologies LLC History No change 8,271 364 0.04% 0.04% 483 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 8,236 362 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 8,225 362 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
Newman Dignan & Sheerar, Inc. History No change 8,193 360 0.07% 0.07% 486 0 0.0% Q2 2026 Jul 14, 2026
Sequoia Financial Advisors, LLC History No change 8,187 360 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 17, 2026
Essex LLC History No change 8,189 360 0.05% 0.05% 488 0 0.0% Q2 2026 Jul 24, 2026
NWAM LLC History No change 8,163 359 0.02% 0.02% 489 0 0.0% Q2 2026 Jul 23, 2026
IMZ Advisory Inc History No change 8,152 358 0.11% 0.11% 490 0 0.0% Q2 2026 Jul 07, 2026
CENTAURUS FINANCIAL, INC. History No change 8,039 354 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 17, 2026
COMMERCE BANK History No change 8,059 354 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisory Solutions, LLC History No change 8,043 354 0.07% 0.07% 493 0 0.0% Q2 2026 Jul 24, 2026
KWB Wealth History No change 8,034 353 0.03% 0.03% 494 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 7,884 347 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 14, 2026
SPINNAKER TRUST History No change 7,827 344 0.02% 0.02% 496 0 0.0% Q2 2026 Aug 03, 2026
Spartan Wealth Advisory Services LLC History No change 7,765 341 0.03% 0.03% 497 0 0.0% Q2 2026 Aug 05, 2026
Blue Chip Partners, LLC History No change 7,630 335 0.02% 0.02% 498 0 0.0% Q2 2026 Aug 14, 2026
W.H. Cornerstone Investments Inc. History No change 7,590 334 0.19% 0.19% 499 0 0.0% Q2 2026 Aug 07, 2026
ABLE Financial Group, LLC History No change 7,577 333 0.06% 0.06% 500 0 0.0% Q2 2026 Jul 22, 2026
Winter & Associates, Inc. History No change 7,559 332 0.25% 0.25% 501 0 0.0% Q2 2026 Jul 09, 2026
OpenArc Corporate Advisory, LLC History No change 7,557 332 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 05, 2026
Analyst IMS Investment Management Services Ltd. History No change 7,485 330 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 29, 2026
CARLSON FINANCIAL, INC. History No change 7,514 330 0.17% 0.17% 504 0 0.0% Q2 2026 Aug 24, 2026
Americana Partners, LLC History No change 7,479 329 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Management, LLC History No change 7,360 324 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 05, 2026
RVW Wealth, LLC History No change 7,846 320 0.02% 0.02% 507 0 0.0% Q3 2026 Oct 06, 2026
Vident Advisory, LLC History No change 7,255 319 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 12, 2026
Vertex Planning Partners, LLC History No change 7,255 319 0.05% 0.05% 509 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 7,228 318 0.05% 0.05% 510 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,240 318 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
Wall Capital Group, Inc. History No change 7,180 316 0.26% 0.26% 512 0 0.0% Q2 2026 Jul 24, 2026
Avestar Capital, LLC History No change 7,187 316 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 29, 2026
Aprio Wealth Management, LLC History No change 7,165 315 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 24, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 7,110 313 0.03% 0.03% 515 0 0.0% Q2 2026 Jul 23, 2026
BCO Wealth Management LLC History No change 7,115 313 0.17% 0.17% 516 0 0.0% Q2 2026 Jul 14, 2026
Joseph P. Lucia & Associates, LLC History No change 7,106 312 0.09% 0.09% 517 0 0.0% Q2 2026 Aug 07, 2026
Ballast Rock Private Wealth LLC History No change 7,061 310 0.14% 0.14% 518 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 7,002 308 0.06% 0.06% 519 0 0.0% Q2 2026 Jul 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 6,978 307 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 6,983 307 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 04, 2026
Kaizen Financial Strategies History Reduced 7,476 305 0.12% 0.11% 522 -497 -6.23% Q3 2026 Oct 09, 2026
PLIMOTH TRUST CO LLC History No change 6,923 304 0.06% 0.06% 523 0 0.0% Q2 2026 Jul 28, 2026
Marks Group Wealth Management, Inc History No change 6,912 304 0.03% 0.03% 524 0 0.0% Q2 2026 Jul 27, 2026
BLB&B Advisors, LLC History No change 6,747 297 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Gaunt Capital Management, LLC History No change 6,681 294 0.16% 0.16% 526 0 0.0% Q2 2026 Aug 14, 2026
Innova Wealth Partners History No change 6,653 292 0.12% 0.12% 527 0 0.0% Q2 2026 Jul 15, 2026
Birchcreek Wealth Management, LLC History No change 6,605 290 0.11% 0.11% 528 0 0.0% Q2 2026 Aug 06, 2026
Ally Invest Advisors Inc. History No change 6,550 288 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 13, 2026
Andrews Advisory Associates, LLC History No change 6,522 287 0.14% 0.14% 530 0 0.0% Q2 2026 Jul 17, 2026
PFG Advisors History No change 6,500 286 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 16, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 6,458 284 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 03, 2026
Clear Creek Financial Management, LLC History No change 6,451 284 0.02% 0.02% 533 0 0.0% Q2 2026 Jul 27, 2026
Sovereign Financial Group, Inc. History No change 6,471 284 0.04% 0.04% 534 0 0.0% Q2 2026 Jul 24, 2026
Carnegie Investment Counsel History No change 6,448 283 0.01% 0.01% 535 0 0.0% Q2 2026 Jul 30, 2026
Crescent Grove Advisors, LLC History No change 6,442 283 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 10, 2026
WHALEROCK POINT PARTNERS, LLC History No change 6,400 281 0.05% 0.05% 537 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Wealth Managment Inc. History No change 6,322 278 0.12% 0.12% 538 0 0.0% Q2 2026 Aug 05, 2026
HM PAYSON & CO History No change 6,295 277 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 17, 2026
Churchill Financial Advisors, LLC History No change 6,303 277 0.05% 0.05% 540 0 0.0% Q2 2026 Jul 15, 2026
LOWE BROCKENBROUGH & CO INC History No change 6,250 275 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 03, 2026
AdvisorNet Financial, Inc History No change 6,247 275 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 23, 2026
MONEY CONCEPTS CAPITAL CORP History No change 6,241 274 0.01% 0.01% 543 0 0.0% Q2 2026 Aug 04, 2026
NovaPoint Capital, LLC History No change 6,221 273 0.06% 0.06% 544 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 6,154 270 0.04% 0.04% 545 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 6,129 269 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 6,066 267 0.03% 0.03% 547 0 0.0% Q2 2026 Jul 13, 2026
VICTORY FINANCIAL GROUP, LLC History No change 6,071 267 0.03% 0.03% 548 0 0.0% Q2 2026 Jul 28, 2026
BARRETT & COMPANY, INC. History No change 6,008 264 0.07% 0.07% 549 0 0.0% Q2 2026 Jul 24, 2026
Madden Advisory Services, Inc. History No change 5,982 263 0.09% 0.09% 550 0 0.0% Q2 2026 Aug 04, 2026
Petros Family Wealth, LLC History No change 5,974 263 0.16% 0.16% 551 0 0.0% Q2 2026 Jul 27, 2026
Southland Equity Partners LLC History No change 5,995 263 0.05% 0.05% 552 0 0.0% Q2 2026 Jul 13, 2026
MEANS INVESTMENT CO., INC. History No change 5,962 262 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 14, 2026
Straight Path Wealth Management History No change 5,965 262 0.06% 0.06% 554 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History Added to 6,455 261 0.0% 0.0% 557 +123 1.94% Q3 2026 Oct 08, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 5,934 261 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 5,947 261 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 07, 2026
Caldwell Trust Co History No change 5,906 260 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY TRUST CO History No change 5,791 254 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 5,760 253 0.06% 0.06% 560 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,760 253 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 5,731 252 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 14, 2026
Turning Point Benefit Group, Inc. History No change 5,738 252 0.11% 0.11% 563 0 0.0% Q2 2026 Jul 23, 2026
Centennial Wealth Advisory LLC History No change 5,702 251 0.05% 0.05% 564 0 0.0% Q2 2026 Jul 13, 2026
DOVER ADVISORS, LLC History No change 6,238 251 0.1% 0.1% 565 0 0.0% Q2 2026 Aug 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 5,696 250 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 10, 2026
Tyche Wealth Partners LLC History No change 5,671 249 0.03% 0.03% 567 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 5,593 246 0.02% 0.02% 568 0 0.0% Q2 2026 Jul 21, 2026
TFB Advisors LLC History No change 5,594 246 0.11% 0.11% 569 0 0.0% Q2 2026 Aug 06, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 5,578 245 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 08, 2026
UMB Bank, n.a. History No change 5,559 244 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 13, 2026
DeLarme Wealth Management, Inc. History No change 5,500 242 0.14% 0.14% 572 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 5,437 239 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 14, 2026
Vilga Financial Planning LLC History Added to 5,830 238 0.14% 0.19% 576 +254 4.56% Q3 2026 Oct 08, 2026
Sequent Asset Management, LLC History No change 5,419 238 0.1% 0.1% 574 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,427 238 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 24, 2026
Modera Wealth Management, LLC History No change 5,396 237 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 5,401 237 0.03% 0.03% 578 0 0.0% Q2 2026 Jul 31, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,381 236 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 06, 2026
Sovran Advisors, LLC History No change 5,154 236 0.02% 0.02% 580 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,252 235 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 27, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 5,345 235 0.02% 0.02% 582 0 0.0% Q2 2026 Aug 05, 2026
Fairvoy Private Wealth, LLC History No change 5,335 234 0.05% 0.05% 583 0 0.0% Q2 2026 Jul 17, 2026
FIRST HORIZON CORP History No change 5,277 232 0.01% 0.01% 584 0 0.0% Q2 2026 Jul 20, 2026
Advyzon Investment Management, LLC History No change 5,273 232 0.02% 0.02% 585 0 0.0% Q2 2026 Aug 14, 2026
Rooted Wealth Advisors, Inc. History No change 5,261 231 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 5,192 228 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
Prasad Wealth Partners, LLC History No change 5,199 228 0.05% 0.05% 588 0 0.0% Q2 2026 Jul 29, 2026
IF Advisors, LLC History No change 5,148 226 0.15% 0.15% 589 0 0.0% Q2 2026 Aug 13, 2026
Brand Asset Management Group, Inc. History No change 5,101 224 0.05% 0.05% 590 0 0.0% Q2 2026 Aug 12, 2026
49 WEALTH MANAGEMENT, LLC History No change 5,097 224 0.04% 0.04% 591 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 5,097 224 0.04% 0.04% 592 0 0.0% Q2 2026 Aug 14, 2026
KFG WEALTH MANAGEMENT, LLC History No change 5,076 223 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 22, 2026
KINTRA WEALTH, LLC History No change 4,926 222 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 14, 2026
Millington Financial Advisors, LLC History No change 4,873 221 0.09% 0.09% 595 0 0.0% Q2 2026 Aug 07, 2026
StoneX Group Inc. History No change 5,007 220 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 4,950 217 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 10, 2026
Verition Fund Management LLC History No change 4,800 211 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 4,775 210 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 14, 2026
Ted Buchan & Co History No change 4,782 210 0.07% 0.07% 600 0 0.0% Q2 2026 Jul 23, 2026
Piedmont Capital Management, LLC History No change 4,720 209 0.11% 0.11% 601 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Equity Management History No change 4,763 209 0.15% 0.15% 602 0 0.0% Q2 2026 Jul 09, 2026
STOCK YARDS BANK & TRUST CO History No change 4,725 208 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 19, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,686 206 0.04% 0.04% 604 0 0.0% Q2 2026 Aug 06, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 4,701 206 0.07% 0.07% 605 0 0.0% Q2 2026 Aug 05, 2026
BlueCrest Capital Management Ltd History No change 4,672 205 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 4,651 204 0.05% 0.05% 607 0 0.0% Q2 2026 Jul 15, 2026
Elevated Capital Advisors, LLC History No change 4,625 203 0.06% 0.06% 608 0 0.0% Q2 2026 Aug 03, 2026
Pacific Capital Wealth Advisors, Inc. History No change 4,612 203 0.03% 0.03% 609 0 0.0% Q2 2026 Jul 09, 2026
Mechanics Bank Trust Department History No change 4,575 201 0.02% 0.02% 610 0 0.0% Q2 2026 Jul 07, 2026
Trilogy Capital Inc. History No change 4,580 201 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 02, 2026
Institute for Wealth Management, LLC. History No change 4,121 181 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 3,979 175 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 3,930 173 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 3,770 165 0.03% 0.03% 615 0 0.0% Q2 2026 Aug 06, 2026
MCDONALD PARTNERS LLC History No change 3,529 155 0.04% 0.04% 616 0 0.0% Q2 2026 Jul 28, 2026
Mirae Asset Global Investments Co., Ltd. History No change 3,475 153 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 22, 2026
FIRST UNITED BANK & TRUST History No change 3,223 141 0.04% 0.04% 618 0 0.0% Q2 2026 Jul 20, 2026
Sherman Asset Management, Inc. History No change 3,075 135 0.1% 0.1% 619 0 0.0% Q2 2026 Aug 05, 2026
Ascentis Wealth Management, LLC History No change 2,893 127 0.02% 0.02% 620 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors, Ltd. LLC History No change 2,715 120 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History Added to 2,865 117 0.0% 0.0% 622 +229 8.69% Q3 2026 Oct 08, 2026
Medallion Wealth Advisors, LLC History No change 2,540 111 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,487 109 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 2,321 102 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 14, 2026
Noble Wealth Management PBC History No change 2,500 102 0.05% 0.05% 626 0 0.0% Q3 2026 Oct 01, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,222 100 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History No change 2,262 99 0.01% 0.01% 628 0 0.0% Q2 2026 Jul 22, 2026
Front Row Advisors LLC History No change 2,010 88 0.03% 0.03% 629 0 0.0% Q2 2026 Aug 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 1,987 87 0.03% 0.03% 630 0 0.0% Q2 2026 Jul 24, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,998 87 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 1,954 86 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 22, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 1,953 85 0.04% 0.04% 633 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 1,882 84 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 1,868 82 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 1,804 79 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 10, 2026
Prestige Wealth Management Group LLC History No change 1,799 79 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 14, 2026
Provident Wealth Management, LLC History No change 1,750 77 0.02% 0.02% 638 0 0.0% Q2 2026 Aug 04, 2026
Solstein Capital, LLC History No change 1,734 76 0.03% 0.03% 639 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Wealth Strategies, LLC History No change 1,700 74 0.04% 0.04% 640 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 1,600 70 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 27, 2026
Security National Bank History No change 1,587 69 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,550 68 0.01% 0.01% 643 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,532 67 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 1,461 64 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 23, 2026
Bangor Savings Bank History Added to 1,493 61 0.0% 0.0% 646 +45 3.11% Q3 2026 Oct 06, 2026
CULLEN/FROST BANKERS, INC. History No change 1,383 60 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,277 56 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 28, 2026
Birchwood Financial Partners, Inc. History No change 1,269 55 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 06, 2026
Highland Investment Advisors LLC History No change 1,237 54 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 1,181 51 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 1,171 51 0.05% 0.05% 652 0 0.0% Q2 2026 Jul 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,137 50 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 1,156 50 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 06, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 1,132 49 0.06% 0.06% 655 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,112 48 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 27, 2026
Greykasell Wealth Strategies, Inc. History No change 1,109 48 0.02% 0.02% 657 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 1,064 46 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 28, 2026
Planning Strategies Inc. History No change 1,147 46 0.03% 0.03% 659 0 0.0% Q3 2026 Oct 02, 2026
Pflug Koory, LLC History No change 989 43 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 991 43 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 13, 2026
Clark Wealth Partners History No change 939 41 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 919 40 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 05, 2026
Blue Trust, Inc. History No change 910 40 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 913 40 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 872 38 0.03% 0.03% 666 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 839 36 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 31, 2026
Bullock Wealth Management Group History Reduced 864 35 0.01% 0.02% 669 -84 -8.86% Q3 2026 Oct 09, 2026
Curat Global, LLC History No change 820 35 0.03% 0.03% 668 0 0.0% Q2 2026 Jul 22, 2026
SOA Wealth Advisors, LLC. History No change 786 34 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 21, 2026
Harbor Asset Planning, Inc. History No change 795 34 0.03% 0.03% 671 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 762 33 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 751 33 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 732 32 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 20, 2026
Ankerstar Wealth, LLC History No change 686 30 0.03% 0.03% 675 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 677 29 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 679 29 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 663 29 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 24, 2026
Byrne Asset Management LLC History No change 713 29 0.02% 0.02% 679 0 0.0% Q3 2026 Oct 06, 2026
BAYBAN History No change 659 29 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 30, 2026
AMERIFLEX GROUP, INC. History No change 657 28 0.01% 0.01% 681 0 0.0% Q2 2026 Aug 13, 2026
Atomic Invest LLC History No change 633 28 0.0% 0.0% 682 0 0.0% Q2 2026 Sep 25, 2026
Mosley Wealth Management History No change 622 27 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 600 26 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 585 25 0.0% 0.0% 685 0 0.0% Q2 2026 Sep 15, 2026
Richard W. Paul & Associates, LLC History No change 553 24 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 10, 2026
DEUTSCHE BANK AG\ History No change 533 23 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 07, 2026
Bollard Group LLC History No change 524 23 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 513 22 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 500 22 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 481 21 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 23, 2026
Aventura Private Wealth, LLC History No change 463 20 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 15, 2026
Keating Financial Advisory Services, Inc. History No change 462 20 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 433 19 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 06, 2026
NVWM, LLC History No change 445 19 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 28, 2026
Viewpoint Capital Management LLC History No change 450 19 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 04, 2026
Barnes Dennig Private Wealth Management LLC History No change 442 19 0.02% 0.02% 697 0 0.0% Q2 2026 Jul 15, 2026
Strengthening Families & Communities, LLC History No change 411 18 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 418 18 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 07, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 432 17 0.0% 0.0% 701 +61 16.44% Q3 2026 Oct 09, 2026
HAZLETT, BURT & WATSON, INC. History No change 380 17 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 30, 2026
Advanced Asset Management Advisors Inc History No change 397 17 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 16, 2026
MTM Investment Management, LLC History No change 396 17 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 03, 2026
Crews Bank & Trust History No change 390 17 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 16, 2026
Robinswood Financial LLC History No change 391 17 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 14, 2026
NFSG Corp History No change 377 16 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 371 16 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 07, 2026
Biltmore Family Office, LLC History No change 351 15 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 12, 2026
Catherine Avery Investment Management LLC History No change 342 15 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 27, 2026
Investors Portfolio Services LLC History No change 331 14 0.01% 0.01% 710 0 0.0% Q2 2026 Aug 14, 2026
Truvestments Capital LLC History No change 300 13 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 313 13 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 13, 2026
Imprint Wealth LLC History No change 297 13 0.05% 0.05% 713 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 300 13 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 15, 2026
VISION FINANCIAL MARKETS LLC History No change 286 12 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 24, 2026
Rice Partnership, LLC History No change 278 12 0.0% 0.0% 716 0 0.0% Q2 2026 Jul 29, 2026
Bank of New Hampshire History No change 300 12 0.0% 0.0% 717 0 0.0% Q3 2026 Oct 06, 2026
WealthShield Partners, LLC History No change 261 11 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 12, 2026
Rossmore Private Capital History No change 270 11 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 246 10 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 08, 2026
Pacifica Partners Inc. History No change 246 10 0.0% 0.0% 721 0 0.0% Q3 2026 Oct 08, 2026
TUCKER ASSET MANAGEMENT LLC History No change 237 10 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 215 9 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 213 9 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 217 9 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 11, 2026
Eukles Asset Management History No change 191 8 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 05, 2026
SHP Wealth Management History No change 201 8 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 195 8 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 169 7 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds Capital Management, LLC History No change 179 7 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 23, 2026
Wagner Wealth Management, LLC History No change 179 7 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 180 7 0.0% 0.0% 732 0 0.0% Q2 2026 Jul 16, 2026
Buck Wealth Strategies, LLC History No change 165 7 0.0% 0.0% 733 0 0.0% Q2 2026 Jul 30, 2026
Bare Financial Services, Inc History No change 169 7 0.0% 0.0% 734 0 0.0% Q2 2026 Jul 27, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 179 7 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 152 6 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 17, 2026
HighMark Wealth Management LLC History No change 150 6 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 142 6 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 03, 2026
Founders Financial Alliance, LLC History No change 156 6 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 04, 2026
Kingdom Financial Group LLC. History No change 140 6 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 145 6 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 14, 2026
Gold Investment Management Ltd. History No change 145 6 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 05, 2026
Versant Capital Management, Inc History No change 136 5 0.0% 0.0% 743 0 0.0% Q3 2026 Oct 01, 2026
Brooklyn FI, LLC History No change 127 5 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 04, 2026
Lodestone Wealth Management LLC History No change 131 5 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 23, 2026
Granite FO LLC History No change 125 5 0.0% 0.0% 746 0 0.0% Q2 2026 Jul 15, 2026
Key Capital Management, INC History No change 114 5 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 27, 2026
CITY HOLDING CO History No change 100 4 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 10, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 111 4 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 29, 2026
Axiom Investment Management LLC History No change 109 4 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 100 4 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 27, 2026
Mascoma Wealth Management LLC History No change 96 4 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 98 4 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 07, 2026
LifeSteps Financial, Inc. History No change 94 4 0.0% 0.0% 754 0 0.0% Q2 2026 Jul 17, 2026
N.E.W. Advisory Services LLC History No change 97 4 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 105 4 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
Timbuktu Capital Management, LLC History No change 96 4 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 75 3 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 82 3 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 06, 2026
Hilton Head Capital Partners, LLC History No change 82 3 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 27, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 72 3 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 11, 2026
HORIZON BANCORP INC /IN/ History No change 36 2 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 04, 2026
ARROW FINANCIAL CORP History No change 65 2 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 67 2 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 48 2 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 56 2 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 67 2 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 28, 2026
Lloyd Advisory Services, LLC. History No change 52 2 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 53 2 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 24, 2026
SummitTX Capital, L.P. History No change 49 2 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 59 2 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisor Network LLC History No change 63 2 0.0% 0.0% 772 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 55 2 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 28 1 0.0% 0.0% 774 0 0.0% Q2 2026 Sep 02, 2026
DUNCKER STREETT & CO INC History No change 40 1 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 28, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 16 1 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 18, 2026
WestEnd Advisors, LLC History No change 44 1 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 22, 2026
Manchester Capital Management LLC History No change 34 1 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 41 1 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 13, 2026
Darwin Wealth Management, LLC History No change 40 1 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 35 1 0.0% 0.0% 781 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 28 1 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 12, 2026
Crewe Advisors LLC History No change 26 1 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 23, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 26 1 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 14, 2026
Piscataqua Savings Bank History No change 41 1 0.0% 0.0% 785 0 0.0% Q2 2026 Jul 09, 2026
Arlington Trust Co LLC History No change 29 1 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 07, 2026
Frazier Financial Advisors, LLC History No change 42 1 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 10, 2026
Rakuten Securities, Inc. History No change 27 1 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 11, 2026
Central Pacific Bank - Trust Division History No change 46 1 0.0% 0.0% 789 0 0.0% Q3 2026 Oct 05, 2026
Daytona Street Capital LLC History No change 41 1 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 03, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.08% — -42,566 -100.0% Q3 2026 Oct 09, 2026
Whitaker-Myers Wealth Managers, LTD. History Closed out 0 0 — 0.25% — -34,370 -100.0% Q3 2026 Oct 08, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.01% — -9,335 -100.0% Q3 2026 Oct 05, 2026
City Center Advisors, LLC History Closed out 0 0 — 0.26% — -7,229 -100.0% Q3 2026 Oct 07, 2026
Balefire, LLC History Closed out 0 0 — 0.04% — -5,944 -100.0% Q3 2026 Oct 09, 2026
GK Wealth Management LLC History New 6 0 — — — +6 New Q3 2026 Oct 09, 2026
ST GERMAIN D J CO INC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 17 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Family Manage LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Weaver Capital Management LLC History No change 22 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Measured Wealth Private Client Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Banque Cantonale Vaudoise History No change 17,515 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Davis Capital Management History No change 6 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
DHJJ Financial Advisors, Ltd. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Covestor Ltd History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Cordgrass Capital Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Coston, McIsaac & Partners History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Register Financial Advisors LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Caitlin John, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 26, 2026