PROFESSIONALLY MANAGED PORTFOLIOS - AKRE
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,584,909 | 403,441 | 1.77% | 1.77% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,636,808 | 87,061 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,513,392 | 80,497 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,347,351 | 71,665 | 1.13% | 1.13% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,283,026 | 68,244 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,058,655 | 55,833 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 984,156 | 52,347 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 967,603 | 50,418 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlTi Global, Inc. | History | No change | 923,866 | 49,140 | 1.02% | 1.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chemistry Wealth Management LLC | History | No change | 921,681 | 49,024 | 7.84% | 7.84% | 10 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Montis Financial, LLC | History | No change | 799,755 | 42,538 | 8.7% | 8.7% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 682,811 | 36,318 | 10.2% | 10.2% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 530,243 | 29,237 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 532,918 | 28,345 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 496,188 | 26,392 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 476,055 | 25,321 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 467,849 | 24,884 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 461,214 | 24,531 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Urban Financial Advisory Corp | History | No change | 435,971 | 23,189 | 6.39% | 6.39% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 406,918 | 21,644 | 0.89% | 0.89% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parisi Gray Wealth Management | History | No change | 402,474 | 21,407 | 4.39% | 4.39% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | No change | 388,437 | 20,354 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affiance Financial, LLC | History | No change | 370,045 | 19,682 | 2.83% | 2.83% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | No change | 369,950 | 19,677 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 342,562 | 18,220 | 2.39% | 2.39% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cross Staff Investments Inc | History | No change | 290,646 | 15,459 | 8.7% | 8.7% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 280,127 | 14,844 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 278,252 | 14,800 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 277,535 | 14,762 | 0.17% | 0.17% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 275,523 | 14,656 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 255,594 | 13,595 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 252,705 | 13,441 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 252,243 | 13,416 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 245,749 | 13,075 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 245,526 | 13,059 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 226,843 | 12,065 | 0.37% | 0.37% | 36 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 219,177 | 11,658 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 206,210 | 11,273 | 1.09% | 1.09% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EQUITABLE TRUST CO | History | No change | 208,625 | 11,096 | 0.46% | 0.46% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 194,801 | 10,361 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Basepoint Wealth LLC | History | No change | 192,329 | 10,229 | 5.85% | 5.85% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 188,841 | 10,044 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Group, LLC | History | No change | 187,630 | 9,980 | 0.78% | 0.78% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 178,950 | 9,518 | 0.21% | 0.21% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 175,179 | 9,317 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 169,531 | 9,017 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 418,501 | 8,966 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 164,821 | 8,766 | 0.58% | 0.58% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 160,719 | 8,548 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 398,022 | 8,481 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 152,654 | 8,264 | 1.67% | 1.67% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 142,949 | 7,603 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GTS SECURITIES LLC | History | No change | 139,496 | 7,419 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 139,196 | 7,403 | 4.6% | 4.6% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 134,133 | 7,134 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 132,910 | 7,069 | 0.29% | 0.29% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBZ Investment Advisors LLC | History | No change | 130,421 | 6,937 | 2.7% | 2.7% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendel Capital Management LLC | History | No change | 128,936 | 6,858 | 3.09% | 3.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 126,111 | 6,707 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 116,664 | 6,205 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 116,419 | 6,192 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 113,828 | 6,054 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 113,233 | 6,022 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 107,566 | 5,721 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 105,954 | 5,635 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 105,992 | 5,614 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 98,846 | 5,257 | 0.26% | 0.26% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 98,811 | 5,255 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 96,923 | 5,155 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 95,292 | 5,068 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 86,461 | 4,599 | 0.46% | 0.46% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modera Wealth Management, LLC | History | No change | 85,695 | 4,558 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 85,585 | 4,552 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 82,283 | 4,376 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 81,984 | 4,360 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JBR Co Financial Management Inc | History | No change | 79,927 | 4,251 | 1.55% | 1.55% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sargent Investment Group, LLC | History | No change | 77,159 | 4,104 | 0.49% | 0.49% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 76,969 | 4,093 | 0.22% | 0.22% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 74,775 | 3,977 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 72,505 | 3,856 | 0.6% | 0.6% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 70,412 | 3,745 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 67,945 | 3,613 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 67,494 | 3,590 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vertex Planning Partners, LLC | History | No change | 63,828 | 3,395 | 0.5% | 0.5% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annandale Capital, LLC | History | No change | 63,218 | 3,363 | 0.46% | 0.46% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 62,370 | 3,317 | 0.27% | 0.27% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 60,105 | 3,196 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 58,735 | 3,124 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 58,033 | 3,086 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 55,355 | 2,944 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 54,658 | 2,907 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 54,127 | 2,879 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marion Wealth Management | History | No change | 54,031 | 2,873 | 0.58% | 0.58% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 53,777 | 2,851 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,094 | 2,824 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blume Capital Management, Inc. | History | No change | 51,943 | 2,762 | 0.4% | 0.4% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreFirst Bank & Trust | History | No change | 50,853 | 2,704 | 1.34% | 1.34% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 50,404 | 2,680 | 0.68% | 0.68% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 48,768 | 2,593 | 0.81% | 0.81% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 58,294 | 2,585 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 48,355 | 2,572 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 48,308 | 2,569 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 46,774 | 2,487 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 46,464 | 2,471 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lynx Investment Advisory | History | No change | 46,012 | 2,447 | 0.8% | 0.8% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| S.A. Mason LLC | History | No change | 45,350 | 2,412 | 0.74% | 0.74% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Berger Financial Group, Inc | History | No change | 45,045 | 2,395 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 45,025 | 2,394 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 44,719 | 2,378 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 44,125 | 2,347 | 0.84% | 0.84% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspire Capital Advisors LLC | History | No change | 43,964 | 2,338 | 0.46% | 0.46% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lafayette Investments, Inc. | History | No change | 43,823 | 2,330 | 0.43% | 0.43% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 163,315 | 2,247 | 1.31% | 1.31% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 50,150 | 2,239 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 41,521 | 2,208 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | No change | 39,916 | 2,123 | 0.92% | 0.92% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RM Financial Services, LLC | History | No change | 38,958 | 2,072 | 1.54% | 1.54% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 37,354 | 1,986 | 0.38% | 0.38% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 37,275 | 1,982 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 37,082 | 1,980 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | No change | 36,678 | 1,950 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Investment Management | History | No change | 36,586 | 1,946 | 2.15% | 2.15% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Karras Company, Inc. | History | No change | 36,425 | 1,937 | 1.76% | 1.76% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 36,342 | 1,933 | 1.72% | 1.72% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPINNAKER TRUST | History | No change | 35,010 | 1,862 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 34,934 | 1,858 | 0.63% | 0.63% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 34,708 | 1,846 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wedmont Private Capital | History | Reduced | 33,368 | 1,802 | 0.04% | 0.06% | 128 | -8,007 | -19.35% | Q3 2026 | Oct 09, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 31,938 | 1,698 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 31,777 | 1,688 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 31,470 | 1,673 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 31,444 | 1,672 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Pacific Financial | History | No change | 30,481 | 1,621 | 0.19% | 0.19% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elequin Capital, LP | History | No change | 30,334 | 1,613 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Old Port Advisors | History | No change | 110,805 | 1,524 | 0.3% | 0.3% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Circle Wealth Management, LLC | History | No change | 28,634 | 1,523 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 27,425 | 1,458 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aspect Partners, LLC | History | No change | 27,361 | 1,455 | 0.54% | 0.54% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Visionary Wealth Advisors | History | No change | 27,093 | 1,441 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 26,565 | 1,412 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 25,951 | 1,380 | 0.85% | 0.85% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 24,764 | 1,317 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 24,542 | 1,305 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | No change | 24,467 | 1,301 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,219 | 1,288 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | No change | 24,221 | 1,288 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 24,098 | 1,269 | 0.73% | 0.82% | 147 | -2,126 | -8.11% | Q3 2026 | Oct 08, 2026 |
| Retirement Planning Group, LLC | History | No change | 23,763 | 1,263 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 23,649 | 1,257 | 0.4% | 0.4% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 23,630 | 1,256 | 0.5% | 0.5% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 22,743 | 1,209 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 22,253 | 1,183 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Live Oak Private Wealth LLC | History | No change | 21,303 | 1,133 | 0.14% | 0.14% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 20,524 | 1,091 | 0.14% | 0.14% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Royal Fund Management, LLC | History | No change | 20,392 | 1,084 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 20,352 | 1,082 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 19,885 | 1,057 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Value Investment Professionals, LLC | History | No change | 19,838 | 1,055 | 0.89% | 0.89% | 158 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MONECO ADVISORS, LLC | History | No change | 19,645 | 1,044 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 19,464 | 1,035 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 19,315 | 1,027 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 18,797 | 999 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Carnegie Investment Counsel | History | No change | 18,579 | 988 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 18,314 | 974 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 18,298 | 973 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 18,220 | 969 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 18,062 | 960 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,720 | 942 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evercore Wealth Management, LLC | History | No change | 17,003 | 904 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 16,954 | 901 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marble Wealth, LLC | History | No change | 16,912 | 899 | 0.14% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,465 | 896 | 0.01% | 0.01% | 172 | -1,039 | -4.83% | Q3 2026 | Oct 08, 2026 |
| MAI Capital Management | History | No change | 16,832 | 895 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 16,805 | 893 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FORBES J M & CO LLP | History | No change | 16,558 | 880 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compound Planning, Inc. | History | No change | 16,494 | 877 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 16,237 | 863 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | No change | 16,103 | 856 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 15,630 | 831 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 15,628 | 831 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,548 | 826 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 15,679 | 825 | 0.18% | 0.18% | 183 | -427 | -2.65% | Q3 2026 | Oct 07, 2026 |
| BTC Capital Management, Inc. | History | No change | 15,517 | 825 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 15,456 | 822 | 0.24% | 0.24% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 15,541 | 818 | 0.01% | 0.01% | 185 | -57 | -0.37% | Q3 2026 | Oct 08, 2026 |
| Belpointe Asset Management LLC | History | No change | 58,757 | 808 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 15,165 | 806 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,957 | 795 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 14,855 | 790 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 14,740 | 784 | 0.32% | 0.32% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 14,468 | 769 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clark Wealth Partners | History | No change | 14,452 | 768 | 0.43% | 0.43% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 14,377 | 764 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 14,321 | 761 | 0.24% | 0.24% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frontier Asset Management, LLC | History | No change | 14,318 | 761 | 0.14% | 0.14% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 14,117 | 750 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Analysts, LLC | History | No change | 13,759 | 732 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ODonnell Financial Services, LLC | History | No change | 13,715 | 729 | 0.21% | 0.21% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 13,621 | 724 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 13,515 | 718 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pandowealth. LLC | History | No change | 13,115 | 697 | 0.57% | 0.57% | 201 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 13,123 | 691 | 0.44% | 0.47% | 202 | -1,412 | -9.71% | Q3 2026 | Oct 07, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 12,866 | 684 | 0.26% | 0.26% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Demars Financial Group, LLC | History | No change | 12,749 | 678 | 0.19% | 0.19% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 12,361 | 657 | 0.46% | 0.46% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,146 | 646 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,089 | 643 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 11,862 | 630 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 11,674 | 620 | 0.14% | 0.14% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 11,647 | 619 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,179 | 594 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 11,148 | 592 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop Holdings Inc. | History | No change | 11,092 | 589 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,072 | 588 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | New | 10,803 | 569 | 0.02% | — | 217 | +10,803 | New | Q3 2026 | Oct 02, 2026 |
| Rockbridge Asset Management LLC | History | No change | 10,709 | 569 | 0.37% | 0.37% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 10,714 | 569 | 0.25% | 0.25% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,653 | 566 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,574 | 562 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWAM LLC | History | No change | 10,543 | 560 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Commerce Advisors, LLC | History | No change | 10,430 | 554 | 0.3% | 0.3% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,382 | 552 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 10,406 | 549 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 10,320 | 548 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 10,229 | 544 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 10,168 | 540 | 0.22% | 0.22% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 38,226 | 525 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 9,887 | 525 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 9,848 | 524 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,861 | 524 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 9,815 | 522 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 9,873 | 520 | 0.01% | — | 232 | +9,873 | New | Q3 2026 | Oct 08, 2026 |
| Colorado Capital Management, Inc. | History | No change | 9,761 | 519 | 0.18% | 0.18% | 233 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9,762 | 519 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 9,752 | 518 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Global View Capital Management LLC | History | No change | 9,742 | 518 | 0.11% | 0.11% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,698 | 515 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Allen Capital Group, LLC | History | No change | 9,663 | 513 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 9,598 | 510 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,545 | 507 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,377 | 498 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 9,376 | 498 | 0.21% | 0.21% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,107 | 484 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 9,021 | 479 | 0.2% | 0.2% | 244 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 8,940 | 475 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 8,899 | 473 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rehmann Capital Advisory Group | History | No change | 8,732 | 464 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Summit Asset Management, LLC | History | No change | 8,713 | 463 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | No change | 8,559 | 461 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,770 | 461 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,550 | 454 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | No change | 8,348 | 444 | 0.11% | 0.11% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 7,901 | 443 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,246 | 438 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 8,253 | 438 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 8,245 | 438 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ellenbecker Investment Group | History | No change | 8,218 | 437 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 8,204 | 436 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,168 | 434 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 7,448 | 432 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 7,717 | 410 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 7,542 | 401 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Landing Point Financial Group, LLC | History | No change | 7,394 | 393 | 0.13% | 0.13% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destination Wealth Management | History | No change | 7,366 | 391 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 7,364 | 391 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IAM Advisory, LLC | History | No change | 7,323 | 389 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,310 | 388 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Annex Advisory Services, LLC | History | No change | 7,214 | 383 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,205 | 383 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 7,140 | 379 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 7,087 | 376 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 7,067 | 375 | 0.13% | 0.13% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elevation Advisory Partners LLC | History | No change | 6,583 | 368 | 0.38% | 0.38% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 6,894 | 366 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 6,838 | 363 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLB&B Advisors, LLC | History | No change | 6,800 | 361 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Financial Partners LLC | History | No change | 6,464 | 357 | 0.12% | 0.12% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NWF Advisory Services Inc. | History | No change | 25,950 | 357 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Canal Capital Management, LLC | History | No change | 6,687 | 355 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hudson Value Partners, LLC | History | No change | 6,675 | 355 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,555 | 348 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,488 | 345 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 6,301 | 335 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,153 | 327 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 6,112 | 325 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 6,066 | 322 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 6,012 | 319 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 6,002 | 319 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 6,010 | 316 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 5,930 | 315 | 0.14% | 0.14% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 5,869 | 312 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,812 | 309 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Financial, LLC | History | No change | 5,823 | 309 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Weinberger Asset Management, Inc | History | No change | 5,384 | 309 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,771 | 307 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,734 | 304 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tactive Advisors, LLC | History | Added to | 19,903 | 296 | 0.07% | 0.06% | 298 | +1,209 | 6.47% | Q3 2026 | Oct 08, 2026 |
| Hardy Reed LLC | History | No change | 5,570 | 296 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 5,559 | 295 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Trust, LLC | History | No change | 5,562 | 295 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |