AMERICAN CENTURY ETF TRUST - AVEM

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
BANK OF AMERICA CORP /DE/	History	No change	28,876,146	2,786,259	0.18%	0.18%	1	0	0.0%	Q2 2026	Aug 14, 2026
Savant Capital, LLC	History	No change	19,140,381	1,846,855	5.42%	5.42%	2	0	0.0%	Q2 2026	Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	16,127,258	1,556,119	0.37%	0.37%	3	0	0.0%	Q2 2026	Sep 23, 2026
MORGAN STANLEY	History	No change	11,245,817	1,085,108	0.06%	0.06%	4	0	0.0%	Q2 2026	Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	9,970,793	962,081	1.19%	1.19%	5	0	0.0%	Q2 2026	Aug 19, 2026
WELLS FARGO & COMPANY/MN	History	No change	7,883,606	760,689	0.12%	0.12%	6	0	0.0%	Q2 2026	Aug 14, 2026
AMERIPRISE FINANCIAL INC	History	No change	6,148,703	592,305	0.12%	0.12%	7	0	0.0%	Q2 2026	Aug 14, 2026
LPL Financial LLC	History	No change	5,901,982	569,482	0.13%	0.13%	8	0	0.0%	Q2 2026	Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	5,376,383	518,767	0.28%	0.28%	9	0	0.0%	Q2 2026	Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	5,346,733	504,734	0.2%	0.2%	10	0	0.0%	Q2 2026	Aug 14, 2026
AMERICAN CENTURY COMPANIES INC	History	No change	3,403,867	328,439	0.15%	0.15%	11	0	0.0%	Q2 2026	Aug 12, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	2,773,603	267,624	0.07%	0.07%	12	0	0.0%	Q2 2026	Aug 14, 2026
Bank of New York Mellon Corp	History	No change	2,693,268	259,873	0.04%	0.04%	13	0	0.0%	Q2 2026	Aug 06, 2026
Cerity Partners LLC	History	No change	2,558,075	246,828	0.3%	0.3%	14	0	0.0%	Q2 2026	Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC	History	No change	2,393,648	230,963	1.73%	1.73%	15	0	0.0%	Q2 2026	Aug 05, 2026
Haverford Trust Co	History	No change	2,368,819	228,567	1.97%	1.97%	16	0	0.0%	Q2 2026	Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	2,295,165	221,460	0.11%	0.11%	17	0	0.0%	Q2 2026	Aug 07, 2026
OSAIC HOLDINGS, INC.	History	No change	2,188,324	211,158	0.25%	0.25%	18	0	0.0%	Q2 2026	Aug 14, 2026
MML INVESTORS SERVICES, LLC	History	No change	2,182,737	210,612	0.43%	0.43%	19	0	0.0%	Q2 2026	Aug 07, 2026
Cetera Investment Advisers	History	No change	2,094,497	202,098	0.18%	0.18%	20	0	0.0%	Q2 2026	Aug 12, 2026
Kestra Investment Management, LLC	History	No change	1,885,486	181,930	3.52%	3.52%	21	0	0.0%	Q2 2026	Aug 05, 2026
HighTower Advisors, LLC	History	No change	1,824,994	176,093	0.17%	0.17%	22	0	0.0%	Q2 2026	Aug 05, 2026
Focus Partners Wealth	History	No change	1,639,286	158,174	0.16%	0.16%	23	0	0.0%	Q2 2026	Aug 12, 2026
Annex Advisory Services, LLC	History	No change	1,548,921	149,455	2.55%	2.55%	24	0	0.0%	Q2 2026	Jul 10, 2026
Neuberger Berman Group LLC	History	No change	1,542,140	148,801	0.1%	0.1%	25	0	0.0%	Q2 2026	Aug 13, 2026
BOKF, NA	History	No change	1,484,682	143,256	1.97%	1.97%	26	0	0.0%	Q2 2026	Aug 10, 2026
Modern Wealth Management, LLC	History	No change	1,379,015	133,061	1.58%	1.58%	27	0	0.0%	Q2 2026	Aug 13, 2026
OneDigital Investment Advisors LLC	History	No change	1,374,387	132,614	1.12%	1.12%	28	0	0.0%	Q2 2026	Aug 06, 2026
BANK OF MONTREAL /CAN/	History	No change	1,286,150	124,100	0.04%	0.04%	29	0	0.0%	Q2 2026	Aug 12, 2026
UBS Group AG	History	No change	1,273,939	122,922	0.02%	0.02%	30	0	0.0%	Q2 2026	Aug 13, 2026
JPMORGAN CHASE & CO	History	No change	1,232,831	117,242	0.01%	0.01%	31	0	0.0%	Q2 2026	Aug 12, 2026
HARBOUR INVESTMENTS, INC.	History	No change	1,181,713	114,023	1.54%	1.54%	32	0	0.0%	Q2 2026	Aug 12, 2026
FIFTH THIRD BANCORP	History	No change	1,180,739	113,929	0.18%	0.18%	33	0	0.0%	Q2 2026	Aug 05, 2026
MASECO LLP	History	No change	1,161,088	112,068	3.15%	3.15%	34	0	0.0%	Q2 2026	Aug 05, 2026
Apella Capital, LLC	History	Added to	1,149,116	109,108	1.38%	1.3%	35	+151,968	15.24%	Q3 2026	Oct 08, 2026
Pure Financial Advisors, LLC	History	No change	1,125,157	108,566	1.38%	1.38%	36	0	0.0%	Q2 2026	Aug 14, 2026
HB Wealth Management, LLC	History	No change	1,108,268	106,936	0.6%	0.6%	37	0	0.0%	Q2 2026	Jul 29, 2026
Avantax Planning Partners, Inc.	History	No change	1,065,277	102,788	2.56%	2.56%	38	0	0.0%	Q2 2026	Jul 28, 2026
NICOLET BANKSHARES INC	History	No change	1,058,365	101,225	3.22%	3.22%	39	0	0.0%	Q2 2026	Aug 11, 2026
Oak Root LLC	History	No change	1,075,466	101,115	11.15%	11.45%	40	0	0.0%	Q3 2026	Oct 09, 2026
Gradient Investments LLC	History	Added to	1,038,908	97,678	1.4%	1.37%	41	+7,464	0.72%	Q3 2026	Oct 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	937,777	90,486	0.11%	0.11%	42	0	0.0%	Q2 2026	Jul 29, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	905,306	87,352	1.38%	1.38%	43	0	0.0%	Q2 2026	Aug 10, 2026
Cresset Asset Management, LLC	History	No change	892,971	86,162	0.31%	0.31%	44	0	0.0%	Q2 2026	Aug 14, 2026
Creative Planning	History	No change	891,693	86,039	0.05%	0.05%	45	0	0.0%	Q2 2026	Aug 13, 2026
NewEdge Advisors, LLC	History	No change	871,190	84,061	0.25%	0.25%	46	0	0.0%	Q2 2026	Aug 12, 2026
Midwest Trust Co	History	No change	870,014	83,947	0.95%	0.95%	47	0	0.0%	Q2 2026	Aug 04, 2026
Farther Finance Advisors, LLC	History	Added to	850,340	79,949	0.56%	0.6%	48	+51,321	6.42%	Q3 2026	Oct 08, 2026
Parallel Advisors, LLC	History	No change	814,662	78,606	1.2%	1.2%	49	0	0.0%	Q2 2026	Aug 05, 2026
Private Advisor Group, LLC	History	No change	807,051	77,872	0.36%	0.36%	50	0	0.0%	Q2 2026	Jul 27, 2026
GREENUP STREET WEALTH MANAGEMENT LLC	History	No change	797,996	76,998	9.37%	9.37%	51	0	0.0%	Q2 2026	Jul 27, 2026
TRUIST FINANCIAL CORP	History	No change	796,366	76,841	0.09%	0.09%	52	0	0.0%	Q2 2026	Jul 28, 2026
Summit Financial Strategies, Inc.	History	No change	785,029	75,747	5.32%	5.32%	53	0	0.0%	Q2 2026	Jul 24, 2026
Bluespring Wealth Management, LLC	History	No change	784,880	75,733	1.46%	1.46%	54	0	0.0%	Q2 2026	Aug 11, 2026
Prime Capital Investment Advisors, LLC	History	No change	750,726	72,437	0.7%	0.7%	55	0	0.0%	Q2 2026	Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	723,814	69,840	0.85%	0.85%	56	0	0.0%	Q2 2026	Jul 20, 2026
Corient Private Wealth LP	History	No change	715,599	69,048	0.1%	0.1%	57	0	0.0%	Q2 2026	Aug 27, 2026
Apollon Wealth Management, LLC	History	No change	709,099	68,420	0.83%	0.83%	58	0	0.0%	Q2 2026	Jul 22, 2026
Focus Partners Advisor Solutions, LLC	History	No change	704,363	67,964	0.58%	0.58%	59	0	0.0%	Q2 2026	Aug 06, 2026
FMR LLC	History	No change	683,105	65,912	0.0%	0.0%	60	0	0.0%	Q2 2026	Aug 13, 2026
ROYAL BANK OF CANADA	History	No change	669,305	64,582	0.01%	0.01%	61	0	0.0%	Q2 2026	Aug 14, 2026
ATWOOD & PALMER INC	History	Added to	683,140	64,228	3.3%	3.47%	62	+8,623	1.28%	Q3 2026	Oct 08, 2026
JANE STREET GROUP, LLC	History	No change	650,000	62,718	0.01%	0.01%	63	0	0.0%	Q2 2026	Aug 14, 2026
Falcon Wealth Planning	History	No change	632,978	61,076	3.86%	3.86%	64	0	0.0%	Q2 2026	Jul 13, 2026
Rockwood Wealth Management, LLC	History	No change	627,972	60,592	3.83%	3.83%	65	0	0.0%	Q2 2026	Jul 13, 2026
PARK AVENUE SECURITIES LLC	History	No change	613,449	59,192	0.37%	0.37%	66	0	0.0%	Q2 2026	Jul 20, 2026
Fragasso Financial Advisors Inc	History	No change	610,432	58,900	3.13%	3.13%	67	0	0.0%	Q2 2026	Jul 09, 2026
WADDELL & ASSOCIATES, LLC	History	No change	567,849	54,791	2.71%	2.71%	68	0	0.0%	Q2 2026	Jul 15, 2026
Beaird Harris Wealth Management, LLC	History	No change	554,738	53,526	3.35%	3.35%	69	0	0.0%	Q2 2026	Jul 08, 2026
Robertson Stephens Wealth Management, LLC	History	No change	515,769	49,766	1.23%	1.23%	70	0	0.0%	Q2 2026	Jul 29, 2026
FOSTER & MOTLEY INC	History	No change	515,223	49,714	2.29%	2.29%	71	0	0.0%	Q2 2026	Aug 07, 2026
Financial Plan, Inc.	History	No change	511,267	49,332	4.68%	4.68%	72	0	0.0%	Q2 2026	Aug 14, 2026
Tarbox Family Office, Inc.	History	No change	506,746	48,895	7.0%	7.0%	73	0	0.0%	Q2 2026	Aug 03, 2026
HighPoint Advisor Group LLC	History	No change	495,601	47,820	1.69%	1.69%	74	0	0.0%	Q2 2026	Aug 05, 2026
Diversified Portfolios, Inc.	History	No change	488,339	47,119	3.42%	3.42%	75	0	0.0%	Q2 2026	Aug 04, 2026
Morton Brown Family Wealth, LLC	History	No change	480,549	46,368	10.51%	10.51%	76	0	0.0%	Q2 2026	Jul 21, 2026
Orion Porfolio Solutions, LLC	History	No change	461,703	44,549	0.34%	0.34%	77	0	0.0%	Q2 2026	Aug 14, 2026
McLean Asset Management Corp	History	No change	489,332	43,800	5.79%	5.79%	78	0	0.0%	Q2 2026	Aug 12, 2026
Bogart Wealth, LLC	History	No change	435,036	41,976	1.44%	1.44%	79	0	0.0%	Q2 2026	Jul 24, 2026
Beacon Pointe Advisors, LLC	History	No change	429,143	41,407	0.19%	0.19%	80	0	0.0%	Q2 2026	Aug 18, 2026
Truepoint, Inc.	History	No change	427,119	41,212	0.86%	0.86%	81	0	0.0%	Q2 2026	Jul 31, 2026
IHT Wealth Management, LLC	History	No change	421,788	40,698	0.87%	0.87%	82	0	0.0%	Q2 2026	Aug 14, 2026
Arlington Financial Advisors, LLC	History	No change	402,768	38,863	4.94%	4.94%	83	0	0.0%	Q2 2026	Jul 22, 2026
WEST PACES ADVISORS INC.	History	No change	401,179	38,709	6.49%	6.49%	84	0	0.0%	Q2 2026	Jul 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	403,568	37,991	0.06%	0.06%	85	0	0.0%	Q2 2026	Jul 15, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	388,904	37,525	5.71%	5.71%	86	0	0.0%	Q2 2026	Jul 14, 2026
Amplius Wealth Advisors, LLC	History	No change	362,842	35,010	2.57%	2.57%	87	0	0.0%	Q2 2026	Jul 17, 2026
Versant Capital Management, Inc	History	Reduced	371,309	34,910	2.99%	3.21%	88	-172	-0.05%	Q3 2026	Oct 01, 2026
Simplicity Wealth,LLC	History	No change	358,301	34,572	1.17%	1.17%	89	0	0.0%	Q2 2026	Aug 06, 2026
Bridgewater Advisors Inc.	History	No change	381,114	34,387	1.87%	1.87%	90	0	0.0%	Q2 2026	Aug 05, 2026
Compound Planning, Inc.	History	No change	353,788	34,137	0.89%	0.89%	91	0	0.0%	Q2 2026	Aug 04, 2026
GW HENSSLER & ASSOCIATES LTD	History	No change	351,549	33,920	1.51%	1.51%	92	0	0.0%	Q2 2026	Jul 28, 2026
Quantum Financial Advisors, LLC	History	No change	345,315	33,319	3.3%	3.3%	93	0	0.0%	Q2 2026	Jul 08, 2026
JRM Investment Counsel, LLC	History	No change	337,757	32,590	7.89%	7.89%	94	0	0.0%	Q2 2026	Aug 13, 2026
SC&H Financial Advisors, Inc.	History	No change	332,081	32,042	4.25%	4.25%	95	0	0.0%	Q2 2026	Aug 04, 2026
EP Wealth Advisors, LLC	History	No change	331,094	31,947	0.12%	0.12%	96	0	0.0%	Q2 2026	Aug 11, 2026
ACT Advisors, LLC.	History	No change	321,927	31,062	10.33%	10.33%	97	0	0.0%	Q2 2026	Jul 22, 2026
Cannon Financial Strategists, Inc.	History	No change	321,733	31,044	3.53%	3.53%	98	0	0.0%	Q2 2026	Aug 07, 2026
Summit Financial, LLC	History	No change	304,353	29,366	0.32%	0.32%	99	0	0.0%	Q2 2026	Aug 12, 2026
Copper Harbor Investment Advisors, LLC	History	No change	297,746	28,729	6.08%	6.08%	100	0	0.0%	Q2 2026	Jul 23, 2026
HORAN Wealth, LLC	History	No change	291,832	28,158	3.52%	3.52%	101	0	0.0%	Q2 2026	Aug 26, 2026
High Probability Advisors, LLC	History	No change	289,841	27,966	2.99%	2.99%	102	0	0.0%	Q2 2026	Jul 13, 2026
Kestra Advisory Services, LLC	History	No change	289,536	27,937	0.09%	0.09%	103	0	0.0%	Q2 2026	Jul 28, 2026
Aptus Capital Advisors, LLC	History	No change	289,426	27,926	0.19%	0.19%	104	0	0.0%	Q2 2026	Aug 12, 2026
Rockefeller Capital Management L.P.	History	No change	288,955	27,881	0.04%	0.04%	105	0	0.0%	Q2 2026	Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC	History	No change	287,748	27,764	2.2%	2.2%	106	0	0.0%	Q2 2026	Aug 06, 2026
Arax Advisory Partners	History	No change	287,031	27,695	0.18%	0.18%	107	0	0.0%	Q2 2026	Aug 10, 2026
VeraBank, N.A.	History	No change	282,048	27,214	4.5%	4.5%	108	0	0.0%	Q2 2026	Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	279,704	26,980	0.05%	0.05%	109	0	0.0%	Q2 2026	Aug 14, 2026
CGN Advisors LLC	History	No change	274,549	26,491	1.93%	1.93%	110	0	0.0%	Q2 2026	Jul 06, 2026
JSF Financial, LLC	History	No change	269,566	26,010	4.11%	4.11%	111	0	0.0%	Q2 2026	Jul 28, 2026
Madison Asset Management, LLC	History	No change	266,533	25,717	0.31%	0.31%	112	0	0.0%	Q2 2026	Aug 10, 2026
Armstrong, Fleming & Moore, Inc	History	No change	263,045	25,381	8.41%	8.41%	113	0	0.0%	Q2 2026	Jul 28, 2026
HUB Investment Partners, LLC	History	No change	262,938	25,370	0.46%	0.46%	114	0	0.0%	Q2 2026	Jul 31, 2026
WCG Wealth Advisors LLC	History	No change	260,666	25,151	0.6%	0.6%	115	0	0.0%	Q2 2026	Aug 14, 2026
CORRECT CAPITAL WEALTH MANAGEMENT	History	No change	260,375	25,123	4.33%	4.33%	116	0	0.0%	Q2 2026	Aug 04, 2026
B&D White Capital Company, LLC	History	No change	259,850	25,072	2.5%	2.5%	117	0	0.0%	Q2 2026	Jul 31, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	265,615	24,973	0.66%	0.64%	118	+7,807	3.03%	Q3 2026	Oct 05, 2026
Fonville Wealth Management LLC	History	No change	253,280	24,439	3.99%	3.99%	119	0	0.0%	Q2 2026	Jul 28, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC	History	No change	248,491	23,976	5.89%	5.89%	120	0	0.0%	Q2 2026	Jul 30, 2026
Concord Wealth Partners	History	No change	247,850	23,915	2.74%	2.74%	121	0	0.0%	Q2 2026	Jul 27, 2026
REAP Financial Group, LLC	History	No change	247,562	23,887	4.08%	4.08%	122	0	0.0%	Q2 2026	Aug 04, 2026
Convergence Financial, LLC	History	No change	247,021	23,835	1.9%	1.9%	123	0	0.0%	Q2 2026	Aug 05, 2026
Sunburst Financial Group, LLC	History	Reduced	250,839	23,583	3.73%	4.15%	124	-14,574	-5.49%	Q3 2026	Oct 08, 2026
Ullmann Wealth Partners Group, LLC	History	No change	239,755	23,133	2.1%	2.1%	125	0	0.0%	Q2 2026	Aug 10, 2026
Marietta Wealth Management, LLC	History	No change	239,063	23,067	2.38%	2.38%	126	0	0.0%	Q2 2026	Aug 03, 2026
NATIXIS ADVISORS, LLC	History	No change	238,063	22,970	0.03%	0.03%	127	0	0.0%	Q2 2026	Aug 14, 2026
Alpha Financial Advisors, LLC	History	No change	237,632	22,929	6.0%	6.0%	128	0	0.0%	Q2 2026	Aug 13, 2026
Walkner Condon Financial Advisors LLC	History	No change	234,831	22,658	2.6%	2.6%	129	0	0.0%	Q2 2026	Jul 27, 2026
Cooper Financial Group	History	Added to	240,721	22,632	1.8%	1.82%	130	+12,750	5.59%	Q3 2026	Oct 07, 2026
Concord Asset Management, LLC/VA	History	No change	233,739	22,553	3.49%	3.49%	131	0	0.0%	Q2 2026	Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	229,497	22,144	0.23%	0.23%	132	0	0.0%	Q2 2026	Aug 14, 2026
TCI Wealth Advisors, Inc.	History	No change	229,475	22,142	0.96%	0.96%	133	0	0.0%	Q2 2026	Jul 29, 2026
Concurrent Investment Advisors, LLC	History	No change	224,982	21,708	0.18%	0.18%	134	0	0.0%	Q2 2026	Jul 27, 2026
Allen Capital Group, LLC	History	No change	223,034	21,520	1.75%	1.75%	135	0	0.0%	Q2 2026	Jul 27, 2026
Equitable Holdings, Inc.	History	No change	222,716	21,489	0.13%	0.13%	136	0	0.0%	Q2 2026	Aug 17, 2026
Pasadena Private Wealth, LLC	History	No change	222,072	21,427	2.73%	2.73%	137	0	0.0%	Q2 2026	Aug 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS	History	No change	221,589	21,381	2.06%	2.06%	138	0	0.0%	Q2 2026	Jul 22, 2026
Allworth Financial LP	History	No change	215,808	20,823	0.09%	0.09%	139	0	0.0%	Q2 2026	Aug 11, 2026
&PARTNERS	History	No change	213,555	20,701	0.08%	0.08%	140	0	0.0%	Q2 2026	Aug 14, 2026
Buttonwood Financial Group, LLC	History	No change	211,484	20,406	11.66%	11.66%	141	0	0.0%	Q2 2026	Jul 30, 2026
BSW Wealth Partners	History	No change	210,863	20,346	2.26%	2.26%	142	0	0.0%	Q2 2026	Jul 15, 2026
WJ Interests, LLC	History	No change	210,237	20,285	7.82%	7.82%	143	0	0.0%	Q2 2026	Jul 29, 2026
Werba Rubin Papier Wealth Management	History	No change	209,840	20,247	2.46%	2.46%	144	0	0.0%	Q2 2026	Jul 27, 2026
Atlantic Union Bankshares Corp	History	No change	209,744	20,238	0.34%	0.34%	145	0	0.0%	Q2 2026	Aug 11, 2026
WealthPlan Investment Management, LLC	History	No change	205,128	19,792	0.98%	0.98%	146	0	0.0%	Q2 2026	Jul 28, 2026
Capital Analysts, LLC	History	No change	205,091	19,789	0.46%	0.46%	147	0	0.0%	Q2 2026	Aug 05, 2026
Financial Strategies Group, Inc.	History	No change	215,692	19,778	3.15%	3.15%	148	0	0.0%	Q2 2026	Aug 10, 2026
Venturi Wealth Management, LLC	History	No change	202,202	19,510	0.75%	0.75%	149	0	0.0%	Q2 2026	Jul 20, 2026
Waverly Advisors, LLC	History	No change	201,204	19,414	0.11%	0.11%	150	0	0.0%	Q2 2026	Aug 14, 2026
Syntegra Private Wealth Group, LLC	History	No change	200,559	19,351	1.5%	1.5%	151	0	0.0%	Q2 2026	Jul 15, 2026
Intergy Private Wealth, LLC	History	No change	199,827	19,281	4.45%	4.45%	152	0	0.0%	Q2 2026	Jul 17, 2026
MFA WEALTH ADVISORS, LLC	History	Added to	201,564	18,951	3.22%	3.31%	153	+411	0.2%	Q3 2026	Oct 07, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	193,468	18,668	0.04%	0.04%	154	0	0.0%	Q2 2026	Jul 27, 2026
Opus Capital Group, LLC	History	No change	191,970	18,523	1.79%	1.79%	155	0	0.0%	Q2 2026	Jul 31, 2026
Plancorp, LLC	History	No change	198,641	18,076	0.44%	0.44%	156	0	0.0%	Q2 2026	Jul 14, 2026
SJS Investment Consulting Inc.	History	No change	186,638	18,008	1.96%	1.96%	157	0	0.0%	Q2 2026	Jul 22, 2026
AIRE ADVISORS, LLC	History	No change	186,412	17,986	2.93%	2.93%	158	0	0.0%	Q2 2026	Aug 14, 2026
LIBRA WEALTH LLC	History	No change	185,718	17,919	4.58%	4.58%	159	0	0.0%	Q2 2026	Aug 06, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC	History	No change	184,217	17,775	4.55%	4.55%	160	0	0.0%	Q2 2026	Jul 15, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	182,690	17,627	0.08%	0.08%	161	0	0.0%	Q2 2026	Aug 11, 2026
Modera Wealth Management, LLC	History	No change	181,000	17,464	0.19%	0.19%	162	0	0.0%	Q2 2026	Aug 03, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC	History	No change	180,897	17,454	2.15%	2.15%	163	0	0.0%	Q2 2026	Jul 20, 2026
FORTRESS FINANCIAL GROUP, LLC	History	No change	179,514	17,321	8.65%	8.65%	164	0	0.0%	Q2 2026	Aug 12, 2026
Triad Wealth Partners, LLC	History	No change	190,829	17,218	1.01%	1.01%	165	0	0.0%	Q2 2026	Aug 10, 2026
Blue Edge Capital, LLC	History	No change	178,396	17,213	2.07%	2.07%	166	0	0.0%	Q2 2026	Aug 14, 2026
Evelyn Partners Group Ltd	History	No change	178,307	17,204	0.04%	0.04%	167	0	0.0%	Q2 2026	Aug 07, 2026
Berger Financial Group, Inc	History	No change	177,096	17,088	0.87%	0.87%	168	0	0.0%	Q2 2026	Aug 04, 2026
Valued Wealth Advisors LLC	History	No change	176,723	17,051	6.2%	6.2%	169	0	0.0%	Q2 2026	Jul 20, 2026
ERn Financial, LLC	History	No change	171,570	16,554	2.74%	2.74%	170	0	0.0%	Q2 2026	Jul 23, 2026
Burton Enright Welch	History	No change	171,345	16,533	1.94%	1.94%	171	0	0.0%	Q2 2026	Jul 17, 2026
Advisor OS, LLC	History	No change	170,054	16,408	1.1%	1.1%	172	0	0.0%	Q2 2026	Aug 05, 2026
Symphony Financial, Ltd. Co.	History	No change	169,802	16,155	1.77%	1.77%	173	0	0.0%	Q2 2026	Aug 03, 2026
Three Arch Wealth Management LLC	History	No change	164,994	15,920	2.44%	2.44%	174	0	0.0%	Q2 2026	Aug 06, 2026
ABLE Financial Group, LLC	History	No change	159,052	15,346	2.58%	2.58%	175	0	0.0%	Q2 2026	Jul 22, 2026
Hill Investment Group Partners, LLC	History	No change	158,896	15,331	1.56%	1.56%	176	0	0.0%	Q2 2026	Aug 12, 2026
GRAND WEALTH MANAGEMENT, LLC	History	No change	158,136	15,258	6.36%	6.36%	177	0	0.0%	Q2 2026	Aug 11, 2026
Mariner, LLC	History	No change	157,812	15,227	0.02%	0.02%	178	0	0.0%	Q2 2026	Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC	History	No change	157,737	15,219	1.46%	1.46%	179	0	0.0%	Q2 2026	Aug 11, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	157,070	15,155	1.18%	1.18%	180	0	0.0%	Q2 2026	Aug 14, 2026
Team Hewins, LLC	History	No change	155,688	15,022	4.11%	4.11%	181	0	0.0%	Q2 2026	Jul 29, 2026
Indivisible Partners	History	No change	155,149	14,970	0.85%	0.85%	182	0	0.0%	Q2 2026	Aug 04, 2026
DEFINE FINANCIAL, LLC	History	No change	154,063	14,865	6.83%	6.83%	183	0	0.0%	Q2 2026	Jul 13, 2026
Riverpoint Wealth Management Holdings, LLC	History	No change	153,774	14,837	2.73%	2.73%	184	0	0.0%	Q2 2026	Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	153,472	14,804	1.5%	1.5%	185	0	0.0%	Q2 2026	Aug 13, 2026
Destiny Wealth Partners, LLC	History	No change	165,221	14,788	2.09%	2.09%	186	0	0.0%	Q2 2026	Aug 07, 2026
FIDELIS CAPITAL PARTNERS, LLC	History	No change	152,069	14,673	0.84%	0.84%	187	0	0.0%	Q2 2026	Aug 13, 2026
True North Advisors, LLC	History	No change	151,215	14,590	1.39%	1.39%	188	0	0.0%	Q2 2026	Jul 22, 2026
CreativeOne Wealth, LLC	History	No change	150,123	14,485	0.31%	0.31%	189	0	0.0%	Q2 2026	Aug 13, 2026
Fort Vancouver Investment Management, LLC	History	No change	149,838	14,457	6.75%	6.75%	190	0	0.0%	Q2 2026	Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	149,160	14,392	0.16%	0.16%	191	0	0.0%	Q2 2026	Jul 28, 2026
MAI Capital Management	History	No change	147,694	14,251	0.05%	0.05%	192	0	0.0%	Q2 2026	Aug 14, 2026
Higgins & Schmidt Wealth Strategies LLC	History	No change	146,977	14,181	5.85%	5.85%	193	0	0.0%	Q2 2026	Jul 16, 2026
Vestmark Advisory Solutions, Inc.	History	No change	146,171	14,104	0.13%	0.13%	194	0	0.0%	Q2 2026	Aug 14, 2026
Baird Financial Group, Inc.	History	No change	146,030	14,090	0.02%	0.02%	195	0	0.0%	Q2 2026	Aug 12, 2026
Prosperity Planning, Inc.	History	Added to	145,726	13,701	3.04%	3.09%	196	+5,886	4.21%	Q3 2026	Oct 08, 2026
Mason & Associates Inc	History	No change	141,979	13,699	2.21%	2.21%	197	0	0.0%	Q2 2026	Jul 23, 2026
Verum Partners LLC	History	No change	141,563	13,659	2.04%	2.04%	198	0	0.0%	Q2 2026	Jul 22, 2026
World Investment Advisors	History	No change	166,725	13,458	0.22%	0.22%	199	0	0.0%	Q2 2026	Aug 13, 2026
VISIONARY HORIZONS, LLC	History	No change	139,011	13,413	5.61%	5.61%	200	0	0.0%	Q2 2026	Jul 16, 2026
Certified Advisory Corp	History	No change	138,233	13,338	1.08%	1.08%	201	0	0.0%	Q2 2026	Jul 16, 2026
Echo Wealth Management, LLC	History	No change	137,979	13,313	6.79%	6.79%	202	0	0.0%	Q2 2026	Jul 24, 2026
STIFEL FINANCIAL CORP	History	No change	135,938	13,116	0.01%	0.01%	203	0	0.0%	Q2 2026	Aug 12, 2026
BOYUM WEALTH ARCHITECTS LLC	History	Added to	136,029	12,978	5.28%	4.89%	204	+1,012	0.75%	Q3 2026	Oct 06, 2026
Great Diamond Partners, LLC	History	No change	133,492	12,880	2.21%	2.21%	205	0	0.0%	Q2 2026	Jul 17, 2026
Choice Wealth Advisors LLC	History	No change	133,375	12,869	4.52%	4.52%	206	0	0.0%	Q2 2026	Jul 09, 2026
55 North Private Wealth, LLC	History	No change	131,634	12,701	2.5%	2.5%	207	0	0.0%	Q2 2026	Jul 07, 2026
INVENIO WEALTH PARTNERS LLC	History	No change	131,477	12,686	4.54%	4.54%	208	0	0.0%	Q2 2026	Jul 30, 2026
Freedom Financial Partners LLC	History	No change	131,382	12,677	4.13%	4.13%	209	0	0.0%	Q2 2026	Aug 06, 2026
SAXON INTERESTS, INC.	History	No change	129,969	12,540	3.46%	3.46%	210	0	0.0%	Q2 2026	Aug 12, 2026
Henrickson Nauta Wealth Advisors, Inc.	History	No change	129,783	12,522	3.05%	3.05%	211	0	0.0%	Q2 2026	Jul 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC	History	No change	128,697	12,417	1.64%	1.64%	212	0	0.0%	Q2 2026	Jul 13, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	128,235	12,373	0.0%	0.0%	213	0	0.0%	Q2 2026	Aug 14, 2026
Hamilton Point Investment Advisors, LLC	History	No change	127,415	12,294	1.73%	1.73%	214	0	0.0%	Q2 2026	Jul 28, 2026
Oak Wealth Advisors LLC	History	No change	126,760	12,231	5.87%	5.87%	215	0	0.0%	Q2 2026	Jul 22, 2026
Legacy CG, LLC	History	No change	126,193	12,176	3.12%	3.12%	216	0	0.0%	Q2 2026	Jul 22, 2026
Shotwell Rutter Baer Inc	History	No change	125,042	12,065	6.62%	6.62%	217	0	0.0%	Q2 2026	Jul 21, 2026
Buck Wealth Strategies, LLC	History	No change	124,477	12,010	1.26%	1.26%	218	0	0.0%	Q2 2026	Jul 30, 2026
Brickley Wealth Management	History	No change	122,618	11,831	1.7%	1.7%	219	0	0.0%	Q2 2026	Jul 13, 2026
Tortoise Investment Management, LLC	History	No change	121,127	11,687	0.87%	0.87%	220	0	0.0%	Q2 2026	Aug 07, 2026
Torren Management, LLC	History	No change	120,933	11,668	5.93%	5.93%	221	0	0.0%	Q2 2026	Jul 10, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	History	New	122,988	11,563	1.65%	—	222	+122,988	New	Q3 2026	Oct 08, 2026
MJP ASSOCIATES INC /ADV	History	No change	116,393	11,230	1.23%	1.23%	223	0	0.0%	Q2 2026	Aug 11, 2026
Highland Financial Advisors, LLC	History	No change	115,763	11,169	2.46%	2.46%	224	0	0.0%	Q2 2026	Jul 09, 2026
Dunhill Financial, LLC	History	No change	116,420	11,167	2.28%	2.28%	225	0	0.0%	Q2 2026	Aug 07, 2026
Stewardship Advisors, LLC	History	No change	114,918	11,088	2.3%	2.3%	226	0	0.0%	Q2 2026	Jul 20, 2026
Pacific Life Fund Advisors LLC	History	No change	112,790	10,883	1.2%	1.2%	227	0	0.0%	Q2 2026	Aug 04, 2026
Cornerstone Wealth Group, LLC	History	No change	111,548	10,763	0.64%	0.64%	228	0	0.0%	Q2 2026	Jul 27, 2026
D'Orazio & Associates, Inc.	History	No change	111,228	10,732	1.24%	1.24%	229	0	0.0%	Q2 2026	Jul 28, 2026
Ashton Thomas Private Wealth, LLC	History	No change	109,953	10,609	0.22%	0.22%	230	0	0.0%	Q2 2026	Jul 29, 2026
CURIO WEALTH, LLC	History	No change	108,998	10,517	3.26%	3.26%	231	0	0.0%	Q2 2026	Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Added to	109,456	10,291	2.89%	3.16%	232	+90	0.08%	Q3 2026	Oct 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	106,236	10,250	0.16%	0.16%	233	0	0.0%	Q2 2026	Jul 28, 2026
AllGen Financial Advisors, Inc.	History	No change	105,563	10,185	2.22%	2.22%	234	0	0.0%	Q2 2026	Jul 22, 2026
FIRST HAWAIIAN BANK	History	No change	105,450	10,174	1.29%	1.29%	235	0	0.0%	Q2 2026	Jul 13, 2026
CENTRAL TRUST Co	History	No change	104,991	10,130	0.18%	0.18%	236	0	0.0%	Q2 2026	Jul 31, 2026
BetterWealth, LLC	History	No change	104,621	10,094	1.79%	1.79%	237	0	0.0%	Q2 2026	Jul 21, 2026
NOTTINGHAM ADVISORS, INC.	History	No change	110,278	9,948	1.19%	1.19%	238	0	0.0%	Q2 2026	Jul 27, 2026
WMG Financial Advisors, LLC	History	No change	102,989	9,937	3.74%	3.74%	239	0	0.0%	Q2 2026	Jul 23, 2026
ShoreHaven Wealth Partners, LLC	History	No change	101,935	9,835	3.09%	3.09%	240	0	0.0%	Q2 2026	Jul 14, 2026
MN Wealth Advisors, LLC	History	No change	101,253	9,769	4.16%	4.16%	241	0	0.0%	Q2 2026	Jul 23, 2026
Heritage Family Offices, LLP	History	No change	101,232	9,767	3.77%	3.77%	242	0	0.0%	Q2 2026	Jul 29, 2026
Pacific Excel Wealth Advisors, Inc.	History	No change	101,232	9,767	3.78%	3.78%	243	0	0.0%	Q2 2026	Jul 06, 2026
INTEGRATED WEALTHCARE, LLC	History	No change	101,130	9,758	7.29%	7.29%	244	0	0.0%	Q2 2026	Jul 24, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	History	No change	100,385	9,686	2.89%	2.89%	245	0	0.0%	Q2 2026	Aug 04, 2026
GeoWealth Management, LLC	History	No change	100,109	9,659	0.3%	0.3%	246	0	0.0%	Q2 2026	Jul 30, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Reduced	100,010	9,402	1.94%	2.01%	247	-2,033	-1.99%	Q3 2026	Oct 05, 2026
Hudson Capital Management LLC	History	No change	97,429	9,400	2.27%	2.27%	248	0	0.0%	Q2 2026	Jul 14, 2026
Disciplina Capital Management LLC	History	No change	97,396	9,397	0.97%	0.97%	249	0	0.0%	Q2 2026	Aug 10, 2026
Passive Capital Management, LLC.	History	No change	121,950	9,392	2.94%	2.94%	250	0	0.0%	Q2 2026	Aug 10, 2026
46 Peaks LLC	History	No change	96,568	9,317	5.86%	5.86%	251	0	0.0%	Q2 2026	Aug 04, 2026
ACIMA PRIVATE WEALTH, LLC	History	Added to	98,961	9,304	2.7%	2.55%	252	+7,855	8.62%	Q3 2026	Oct 05, 2026
Align Financial, LLC	History	No change	95,422	9,207	4.57%	4.57%	253	0	0.0%	Q2 2026	Jul 27, 2026
D L CARLSON INVESTMENT GROUP INC	History	No change	94,654	9,133	1.45%	1.45%	254	0	0.0%	Q2 2026	Aug 11, 2026
Collaborative Wealth Managment Inc.	History	No change	94,555	9,123	3.83%	3.83%	255	0	0.0%	Q2 2026	Aug 05, 2026
Merit Financial Group, LLC	History	No change	94,385	9,107	0.06%	0.06%	256	0	0.0%	Q2 2026	Jul 20, 2026
Cypress Point Wealth Management, LLC	History	No change	93,841	9,054	1.84%	1.84%	257	0	0.0%	Q2 2026	Jul 17, 2026
Quantinno Capital Management LP	History	No change	93,602	9,031	0.01%	0.01%	258	0	0.0%	Q2 2026	Aug 13, 2026
Tull Financial Group, Inc.	History	No change	92,845	8,958	3.51%	3.51%	259	0	0.0%	Q2 2026	Aug 05, 2026
Haven Private, LLC	History	No change	92,606	8,935	3.4%	3.4%	260	0	0.0%	Q2 2026	Jul 28, 2026
Financial Futures Ltd Liability Co.	History	No change	92,288	8,904	3.39%	3.39%	261	0	0.0%	Q2 2026	Jul 27, 2026
Strategic Blueprint, LLC	History	No change	92,172	8,893	0.44%	0.44%	262	0	0.0%	Q2 2026	Jul 23, 2026
Chris Bulman Inc	History	No change	91,934	8,870	3.24%	3.24%	263	0	0.0%	Q2 2026	Jul 22, 2026
Avant Financial Advisors LLC	History	No change	91,426	8,821	5.49%	5.49%	264	0	0.0%	Q2 2026	Jul 09, 2026
Horst & Graben Wealth Management LLC	History	No change	94,053	8,799	1.16%	1.16%	265	0	0.0%	Q2 2026	Jul 22, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC	History	No change	91,105	8,790	5.26%	5.26%	266	0	0.0%	Q2 2026	Aug 05, 2026
SIMON QUICK ADVISORS, LLC	History	No change	90,334	8,716	0.35%	0.35%	267	0	0.0%	Q2 2026	Jul 28, 2026
Henderson Brothers Financial Partners, LLC	History	No change	90,062	8,690	4.11%	4.11%	268	0	0.0%	Q2 2026	Aug 13, 2026
Jefferies Financial Group Inc.	History	No change	89,651	8,650	0.06%	0.06%	269	0	0.0%	Q2 2026	Aug 17, 2026
DOPKINS WEALTH MANAGEMENT, LLC	History	No change	88,695	8,558	3.11%	3.11%	270	0	0.0%	Q2 2026	Jul 14, 2026
Flagstone Financial Management	History	No change	88,013	8,492	1.9%	1.9%	271	0	0.0%	Q2 2026	Jul 21, 2026
Kings Path Partners LLC	History	No change	88,015	8,492	2.26%	2.26%	272	0	0.0%	Q2 2026	Jul 14, 2026
Broadway Wealth Solutions, Inc.	History	No change	86,728	8,368	3.91%	3.91%	273	0	0.0%	Q2 2026	Jul 13, 2026
CROBAN	History	No change	85,868	8,285	3.65%	3.65%	274	0	0.0%	Q2 2026	Aug 03, 2026
WEALTH ALLIANCE, LLC	History	No change	84,846	8,186	0.68%	0.68%	275	0	0.0%	Q2 2026	Aug 11, 2026
REDW Wealth LLC	History	No change	84,108	8,115	2.91%	2.91%	276	0	0.0%	Q2 2026	Jul 30, 2026
Midwestern Financial, LLC /IA	History	No change	83,210	8,028	5.62%	5.62%	277	0	0.0%	Q2 2026	Aug 13, 2026
Sylvest Advisors, LLC	History	No change	83,114	8,019	3.61%	3.61%	278	0	0.0%	Q2 2026	Jul 22, 2026
Gateway Wealth Partners, LLC	History	No change	82,450	7,955	0.48%	0.48%	279	0	0.0%	Q2 2026	Aug 04, 2026
Arete Wealth Advisors, LLC	History	No change	81,833	7,896	0.52%	0.52%	280	0	0.0%	Q2 2026	Aug 12, 2026
Greenspring Advisors, LLC	History	No change	81,750	7,888	0.44%	0.44%	281	0	0.0%	Q2 2026	Aug 11, 2026
Independence Bank of Kentucky	History	No change	81,226	7,837	0.88%	0.88%	282	0	0.0%	Q2 2026	Jul 13, 2026
Magnolia Private Wealth, LLC	History	No change	211,955	7,823	4.29%	4.29%	283	0	0.0%	Q2 2026	Aug 05, 2026
Trace Wealth Advisors, LLC	History	No change	80,713	7,788	5.1%	5.1%	284	0	0.0%	Q2 2026	Jul 28, 2026
STEPHENS INC /AR/	History	No change	80,585	7,775	0.09%	0.09%	285	0	0.0%	Q2 2026	Jul 29, 2026
Trellis Wealth Advisors LLC	History	No change	80,537	7,770	2.67%	2.67%	286	0	0.0%	Q2 2026	Jul 15, 2026
Telos Capital Management, Inc.	History	No change	80,020	7,721	0.68%	0.68%	287	0	0.0%	Q2 2026	Jul 22, 2026
Summit Wealth Partners, LLC	History	No change	80,010	7,720	1.1%	1.1%	288	0	0.0%	Q2 2026	Aug 03, 2026
EnRich Financial Partners LLC	History	No change	79,476	7,668	1.82%	1.82%	289	0	0.0%	Q2 2026	Jul 27, 2026
Brookstone Capital Management	History	No change	79,148	7,637	0.08%	0.08%	290	0	0.0%	Q2 2026	Jul 15, 2026
LexAurum Advisors, LLC	History	No change	78,812	7,604	0.88%	0.88%	291	0	0.0%	Q2 2026	Jul 15, 2026
Objectivity Squared, LLC	History	No change	77,497	7,477	4.21%	4.21%	292	0	0.0%	Q2 2026	Aug 07, 2026
AWM CAPITAL, LLC	History	No change	77,461	7,474	0.6%	0.6%	293	0	0.0%	Q2 2026	Jul 31, 2026
Savvy Advisors, Inc.	History	No change	77,440	7,472	0.16%	0.16%	294	0	0.0%	Q2 2026	Aug 03, 2026
EWA, LLC	History	No change	77,426	7,470	1.36%	1.36%	295	0	0.0%	Q2 2026	Jul 14, 2026
Harbor Group, Inc.	History	No change	77,026	7,432	0.87%	0.87%	296	0	0.0%	Q2 2026	Jul 22, 2026
RIVERSEDGE ADVISORS, LLC	History	Reduced	78,803	7,409	0.91%	1.0%	297	-245	-0.31%	Q3 2026	Oct 09, 2026
Cherry Tree Wealth Management, LLC	History	No change	76,432	7,374	1.39%	1.39%	298	0	0.0%	Q2 2026	Sep 15, 2026
GAINLINE FINANCIAL PARTNERS, LLC	History	No change	76,374	7,369	6.88%	6.88%	299	0	0.0%	Q2 2026	Aug 07, 2026
Grove Bank & Trust	History	Added to	78,367	7,368	0.73%	0.75%	300	+13	0.02%	Q3 2026	Oct 08, 2026
Physician Wealth Solutions Inc.	History	No change	75,871	7,320	2.78%	2.78%	301	0	0.0%	Q2 2026	Jul 13, 2026
WealthPLAN Partners, LLC	History	No change	75,382	7,273	1.39%	1.39%	302	0	0.0%	Q2 2026	Jul 28, 2026
Wilkerson Advisory Group LLC	History	No change	75,280	7,263	2.23%	2.23%	303	0	0.0%	Q2 2026	Jul 21, 2026
Invariant Investment Management	History	Added to	75,916	7,243	4.19%	4.16%	304	+1,378	1.85%	Q3 2026	Oct 08, 2026
Stonebrook Private Inc.	History	No change	74,761	7,213	1.32%	1.32%	305	0	0.0%	Q2 2026	Aug 14, 2026
Mraz, Amerine & Associates, Inc.	History	No change	74,352	7,174	1.03%	1.03%	306	0	0.0%	Q2 2026	Jul 16, 2026
Stonehearth Capital Management, LLC	History	No change	74,278	7,167	2.45%	2.45%	307	0	0.0%	Q2 2026	Jul 07, 2026
Larson Financial Group LLC	History	No change	74,040	7,144	0.19%	0.19%	308	0	0.0%	Q2 2026	Aug 14, 2026
One Wealth Advisors, LLC	History	No change	73,654	7,106	0.78%	0.78%	309	0	0.0%	Q2 2026	Aug 06, 2026
Waterfront Wealth Inc.	History	No change	75,289	7,087	1.1%	1.1%	310	0	0.0%	Q2 2026	Jul 30, 2026
HTG Investment Advisors, Inc.	History	No change	73,443	7,086	1.82%	1.82%	311	0	0.0%	Q2 2026	Aug 06, 2026
Signature Resources Capital Management, LLC	History	No change	73,282	7,070	2.79%	2.79%	312	0	0.0%	Q2 2026	Jul 13, 2026
White Pine Investment CO	History	No change	72,436	6,989	1.49%	1.49%	313	0	0.0%	Q2 2026	Jul 20, 2026
Richmond Investment Services, LLC	History	No change	72,414	6,987	2.21%	2.21%	314	0	0.0%	Q2 2026	Jul 27, 2026
Atlanta Consulting Group Advisors, LLC	History	No change	72,383	6,984	1.11%	1.11%	315	0	0.0%	Q2 2026	Aug 14, 2026
Fortitude Family Office, LLC	History	No change	72,265	6,972	1.35%	1.35%	316	0	0.0%	Q2 2026	Jul 20, 2026
PW ADVISORS, LLC \ FL	History	No change	72,212	6,967	4.65%	4.65%	317	0	0.0%	Q2 2026	Aug 06, 2026
Glenview Trust Co	History	No change	71,656	6,914	0.1%	0.1%	318	0	0.0%	Q2 2026	Aug 18, 2026
IAG Wealth Partners, LLC	History	No change	71,443	6,893	0.68%	0.68%	319	0	0.0%	Q2 2026	Aug 06, 2026
Janney Montgomery Scott LLC	History	No change	70,916	6,843	0.01%	0.01%	320	0	0.0%	Q2 2026	Aug 05, 2026
KINTRA WEALTH, LLC	History	No change	72,886	6,841	0.36%	0.36%	321	0	0.0%	Q2 2026	Aug 14, 2026
Wedmont Private Capital	History	Added to	72,515	6,761	0.16%	0.18%	322	+3,202	4.62%	Q3 2026	Oct 09, 2026
Vertex Planning Partners, LLC	History	No change	68,202	6,580	0.98%	0.98%	323	0	0.0%	Q2 2026	Aug 14, 2026
Marks Group Wealth Management, Inc	History	No change	68,002	6,561	0.57%	0.57%	324	0	0.0%	Q2 2026	Jul 27, 2026
Global Strategic Investment Solutions, LLC	History	No change	67,573	6,520	0.58%	0.58%	325	0	0.0%	Q2 2026	Aug 07, 2026
Breakwater Capital Group	History	Added to	69,083	6,495	0.77%	0.72%	326	+7,218	11.67%	Q3 2026	Oct 08, 2026
Financial Symmetry Inc	History	Added to	68,897	6,477	2.07%	2.07%	327	+4,530	7.04%	Q3 2026	Oct 06, 2026
Sequoia Financial Advisors, LLC	History	No change	67,052	6,469	0.03%	0.03%	328	0	0.0%	Q2 2026	Jul 17, 2026
DEFINED WEALTH MANAGEMENT, LLC	History	No change	66,910	6,456	3.32%	3.32%	329	0	0.0%	Q2 2026	Jul 28, 2026
Hutchens & Kramer Investment Management Group, LLC	History	No change	66,588	6,425	1.72%	1.72%	330	0	0.0%	Q2 2026	Jul 09, 2026
Level Financial Advisors	History	No change	66,122	6,380	1.43%	1.43%	331	0	0.0%	Q2 2026	Jul 15, 2026
Systelligence, LLC	History	No change	65,309	6,301	1.05%	1.05%	332	0	0.0%	Q2 2026	Jul 14, 2026
Integrity Investment Advisors, LLC	History	No change	65,078	6,279	2.73%	2.73%	333	0	0.0%	Q2 2026	Jul 21, 2026
Bellecapital International Ltd.	History	No change	64,859	6,258	1.0%	1.0%	334	0	0.0%	Q2 2026	Jul 22, 2026
SAX WEALTH ADVISORS, LLC	History	No change	76,814	6,189	0.25%	0.25%	335	0	0.0%	Q2 2026	Jul 09, 2026
Capasso Planning Partners LLC	History	No change	63,709	6,147	3.07%	3.07%	336	0	0.0%	Q2 2026	Aug 18, 2026
Great Point Wealth Advisors, LLC	History	No change	63,612	6,137	0.99%	0.99%	337	0	0.0%	Q2 2026	Jul 23, 2026
CoreCap Advisors, LLC	History	Added to	65,138	6,124	0.18%	0.17%	338	+4,572	7.55%	Q3 2026	Oct 08, 2026
Koshinski Asset Management, Inc.	History	No change	62,019	5,984	0.32%	0.32%	339	0	0.0%	Q2 2026	Jul 27, 2026
Private Wealth Asset Management, LLC	History	No change	59,875	5,919	0.57%	0.57%	340	0	0.0%	Q2 2026	Aug 11, 2026
Kelman-Lazarov, Inc.	History	No change	61,225	5,907	0.77%	0.77%	341	0	0.0%	Q2 2026	Aug 10, 2026
Frankly Finances, LLC	History	No change	61,125	5,897	4.66%	4.66%	342	0	0.0%	Q2 2026	Jul 15, 2026
Perigon Wealth Management, LLC	History	No change	60,801	5,866	0.09%	0.09%	343	0	0.0%	Q2 2026	Aug 07, 2026
ARQ WEALTH ADVISORS, LLC	History	No change	64,041	5,865	0.73%	0.73%	344	0	0.0%	Q2 2026	Jul 24, 2026
Andrews Advisory Associates, LLC	History	No change	60,621	5,849	2.81%	2.81%	345	0	0.0%	Q2 2026	Jul 17, 2026
Sterneck Capital Management, LLC	History	No change	60,107	5,799	2.48%	2.48%	346	0	0.0%	Q2 2026	Jul 30, 2026
NorthStar Asset Management LLC /NJ/	History	No change	60,075	5,796	2.36%	2.36%	347	0	0.0%	Q2 2026	Aug 05, 2026
Burk Holdings LLC	History	No change	59,531	5,744	2.12%	2.12%	348	0	0.0%	Q2 2026	Aug 12, 2026
AE Wealth Management LLC	History	No change	59,454	5,736	0.03%	0.03%	349	0	0.0%	Q2 2026	Aug 03, 2026
Bauman Advisory Group, LLC	History	No change	59,424	5,733	3.04%	3.04%	350	0	0.0%	Q2 2026	Aug 04, 2026
Lakeridge Wealth Management LLC	History	No change	59,352	5,726	2.1%	2.1%	351	0	0.0%	Q2 2026	Jul 14, 2026
Factor Wealth Management LTD	History	Added to	60,430	5,681	0.87%	0.74%	352	+9,585	18.85%	Q3 2026	Oct 08, 2026
Peak Asset Management, LLC	History	No change	57,979	5,594	0.82%	0.82%	353	0	0.0%	Q2 2026	Aug 13, 2026
Chicago Partners Investment Group LLC	History	No change	61,044	5,552	0.11%	0.11%	354	0	0.0%	Q2 2026	Jul 29, 2026
BWM Planning, LLC	History	No change	57,500	5,548	1.29%	1.29%	355	0	0.0%	Q2 2026	Jul 23, 2026
COMMERCE BANK	History	No change	57,495	5,547	0.02%	0.02%	356	0	0.0%	Q2 2026	Aug 12, 2026
Coign Capital Advisors LLC	History	No change	57,362	5,534	2.49%	2.49%	357	0	0.0%	Q2 2026	Jul 29, 2026
Lifestyle Asset Management, Inc.	History	No change	57,235	5,522	1.48%	1.48%	358	0	0.0%	Q2 2026	Jul 20, 2026
Canvas Wealth Advisors, LLC	History	No change	57,073	5,506	0.77%	0.77%	359	0	0.0%	Q2 2026	Jul 10, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	New	58,524	5,502	0.36%	—	360	+58,524	New	Q3 2026	Oct 08, 2026
XY Planning Network, Inc.	History	No change	56,733	5,474	0.69%	0.69%	361	0	0.0%	Q2 2026	Jul 14, 2026
CAP Partners, LLC	History	No change	56,503	5,451	2.67%	2.67%	362	0	0.0%	Q2 2026	Jul 30, 2026
Apollon Financial, LLC	History	No change	56,088	5,411	0.64%	0.64%	363	0	0.0%	Q2 2026	Jul 22, 2026
CFS Investment Advisory Services, LLC	History	No change	58,386	5,397	0.36%	0.36%	364	0	0.0%	Q2 2026	Jul 16, 2026
Spectrum Advisors, Inc.	History	No change	55,839	5,387	3.81%	3.81%	365	0	0.0%	Q2 2026	Oct 07, 2026
JNBA Financial Advisors	History	No change	55,779	5,382	0.41%	0.41%	366	0	0.0%	Q2 2026	Jul 23, 2026
Activest Wealth Management	History	No change	55,350	5,340	1.03%	1.03%	367	0	0.0%	Q2 2026	Jul 16, 2026
Sensenig Capital Advisors, Inc	History	No change	55,342	5,339	4.89%	4.89%	368	0	0.0%	Q2 2026	Jul 17, 2026
Ferguson Johnson Wealth Management Inc	History	No change	54,727	5,280	3.85%	3.85%	369	0	0.0%	Q2 2026	Jul 31, 2026
GREENWOOD CAPITAL ASSOCIATES LLC	History	No change	54,359	5,245	0.51%	0.51%	370	0	0.0%	Q2 2026	Jul 28, 2026
WealthCollab, LLC	History	No change	54,352	5,244	1.9%	1.9%	371	0	0.0%	Q2 2026	Aug 10, 2026
Altar Rock LLC	History	No change	52,998	5,113	7.47%	7.47%	372	0	0.0%	Q2 2026	Sep 21, 2026
Advisory Services Network, LLC	History	No change	52,667	5,081	0.06%	0.06%	373	0	0.0%	Q2 2026	Aug 12, 2026
Diversify Advisory Services, LLC	History	No change	56,604	5,067	0.08%	0.08%	374	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	56,604	5,067	0.08%	0.08%	375	0	0.0%	Q2 2026	Jul 29, 2026
Stratos Wealth Partners, LTD.	History	No change	52,426	5,058	0.05%	0.05%	376	0	0.0%	Q2 2026	Aug 11, 2026
ASSETMARK, INC	History	No change	52,338	5,050	0.01%	0.01%	377	0	0.0%	Q2 2026	Jul 30, 2026
Advyzon Investment Management, LLC	History	No change	51,737	4,992	0.36%	0.36%	378	0	0.0%	Q2 2026	Aug 14, 2026
Annandale Capital, LLC	History	No change	51,594	4,978	0.68%	0.68%	379	0	0.0%	Q2 2026	Aug 13, 2026
Kilner Capital Advisors, LLC	History	No change	52,001	4,956	4.25%	4.25%	380	0	0.0%	Q2 2026	Jul 13, 2026
WorthPointe, LLC	History	No change	51,214	4,941	1.24%	1.24%	381	0	0.0%	Q2 2026	Jul 31, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	51,037	4,924	0.01%	0.01%	382	0	0.0%	Q2 2026	Aug 14, 2026
Dynamic Advisor Solutions LLC	History	No change	50,648	4,887	0.14%	0.14%	383	0	0.0%	Q2 2026	Jul 07, 2026
RVW Wealth, LLC	History	Added to	51,528	4,844	0.31%	0.1%	384	+36,317	238.75%	Q3 2026	Oct 06, 2026
OPPENHEIMER & CO INC	History	No change	49,908	4,815	0.05%	0.05%	385	0	0.0%	Q2 2026	Aug 03, 2026
POINCIANA ADVISORS GROUP, LLC	History	No change	45,405	4,780	3.55%	3.55%	386	0	0.0%	Q2 2026	Jul 28, 2026
Adelphi Trust Co	History	Added to	50,620	4,759	3.13%	3.02%	387	+3,532	7.5%	Q3 2026	Oct 05, 2026
Brown Financial Advisors	History	No change	49,149	4,742	1.66%	1.66%	388	0	0.0%	Q2 2026	Aug 26, 2026
EverSource Wealth Advisors, LLC	History	No change	49,052	4,732	0.16%	0.16%	389	0	0.0%	Q2 2026	Jul 24, 2026
FIRST NATIONAL TRUST CO	History	No change	48,988	4,726	0.16%	0.16%	390	0	0.0%	Q2 2026	Jul 30, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	History	No change	48,741	4,703	0.7%	0.7%	391	0	0.0%	Q2 2026	Jul 20, 2026
RETIREMENT GUYS FORMULA LLC	History	No change	48,125	4,643	1.75%	1.75%	392	0	0.0%	Q2 2026	Jul 30, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	47,683	4,600	0.1%	0.1%	393	0	0.0%	Q2 2026	Jul 17, 2026
SENTINEL PENSION ADVISORS, LLC	History	No change	51,244	4,574	0.6%	0.6%	394	0	0.0%	Q2 2026	Jul 23, 2026
Koesten, Hirschmann & Crabtree, INC.	History	No change	47,256	4,559	1.9%	1.9%	395	0	0.0%	Q2 2026	Jul 20, 2026
CoreFirst Bank & Trust	History	No change	47,124	4,546	2.26%	2.26%	396	0	0.0%	Q2 2026	Aug 05, 2026
VERUS WEALTH MANAGEMENT, LLC	History	No change	46,832	4,518	3.72%	3.72%	397	0	0.0%	Q2 2026	Jul 30, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC	History	No change	46,823	4,517	3.69%	3.69%	398	0	0.0%	Q2 2026	Aug 05, 2026
Armbruster Capital Management, Inc.	History	No change	45,733	4,412	0.66%	0.66%	399	0	0.0%	Q2 2026	Jul 16, 2026
Tillman Hartley LLC	History	No change	45,197	4,361	0.98%	0.98%	400	0	0.0%	Q2 2026	Aug 06, 2026
Global Retirement Partners, LLC	History	No change	44,418	4,285	0.07%	0.07%	401	0	0.0%	Q2 2026	Aug 06, 2026
Sunpointe, LLC	History	No change	44,348	4,279	1.22%	1.22%	402	0	0.0%	Q2 2026	Jul 24, 2026
Sonoma Allocations LLC	History	No change	44,545	4,195	1.3%	1.3%	403	0	0.0%	Q2 2026	Jul 08, 2026
Ameritas Advisory Services, LLC	History	No change	42,595	4,109	0.08%	0.08%	404	0	0.0%	Q2 2026	Aug 14, 2026
Financial Engines Advisors L.L.C.	History	No change	42,356	4,086	0.01%	0.01%	405	0	0.0%	Q2 2026	Aug 14, 2026
AlphaCore Capital LLC	History	No change	42,006	4,053	0.07%	0.07%	406	0	0.0%	Q2 2026	Aug 06, 2026
Mayflower Financial Advisors, LLC	History	No change	41,808	4,034	0.35%	0.35%	407	0	0.0%	Q2 2026	Jul 09, 2026
Steward Partners Investment Advisory, LLC	History	No change	41,582	4,012	0.02%	0.02%	408	0	0.0%	Q2 2026	Aug 13, 2026
Family Office Research LLC	History	No change	41,477	4,002	1.5%	1.5%	409	0	0.0%	Q2 2026	Jul 27, 2026
ARWA LLC	History	No change	44,148	3,990	1.66%	1.66%	410	0	0.0%	Q2 2026	Jul 24, 2026
Base Wealth Management LLC	History	No change	41,320	3,986	1.85%	1.85%	411	0	0.0%	Q2 2026	Jul 22, 2026
Arcadia Wealth Management, Inc.	History	No change	41,291	3,984	1.9%	1.9%	412	0	0.0%	Q2 2026	Aug 11, 2026
GFG Capital, LLC	History	No change	41,204	3,975	1.09%	1.09%	413	0	0.0%	Q2 2026	Jul 20, 2026
Apeiron RIA LLC	History	Reduced	41,959	3,946	0.9%	1.35%	414	-12,477	-22.92%	Q3 2026	Oct 08, 2026
Paladin Wealth, LLC	History	No change	40,542	3,911	2.27%	2.27%	415	0	0.0%	Q2 2026	Jul 09, 2026
Mutual Advisors, LLC	History	No change	40,522	3,909	0.07%	0.07%	416	0	0.0%	Q2 2026	Aug 14, 2026
3 FACTOR INDEXING, LLC	History	No change	40,030	3,862	3.27%	3.27%	417	0	0.0%	Q2 2026	Jul 08, 2026
LaSalle St. Investment Advisors, LLC	History	No change	40,014	3,860	0.47%	0.47%	418	0	0.0%	Q2 2026	Aug 11, 2026
Elyxium Wealth, LLC	History	No change	40,010	3,860	0.41%	0.41%	419	0	0.0%	Q2 2026	Aug 03, 2026
Brady Martz Wealth Solutions, LLC	History	No change	39,655	3,826	0.58%	0.58%	420	0	0.0%	Q2 2026	Jul 23, 2026
PLANWISER FINANCIAL, LLC	History	No change	39,579	3,818	2.65%	2.65%	421	0	0.0%	Q2 2026	Aug 07, 2026
Centennial Wealth Advisory LLC	History	No change	39,256	3,787	0.82%	0.82%	422	0	0.0%	Q2 2026	Jul 13, 2026
Ensign Peak Advisors, Inc	History	No change	39,067	3,769	0.01%	0.01%	423	0	0.0%	Q2 2026	Aug 14, 2026
IMA Advisory Services, Inc.	History	No change	39,023	3,765	0.24%	0.24%	424	0	0.0%	Q2 2026	Aug 10, 2026
Kingsview Wealth Management, LLC	History	No change	39,019	3,764	0.05%	0.05%	425	0	0.0%	Q2 2026	Aug 18, 2026
Visionary Wealth Advisors	History	No change	38,671	3,731	0.15%	0.15%	426	0	0.0%	Q2 2026	Aug 13, 2026
WEDBUSH SECURITIES INC	History	No change	38,490	3,714	0.1%	0.1%	427	0	0.0%	Q2 2026	Jul 28, 2026
MAIMON WEALTH MANAGEMENT LTD.	History	No change	38,157	3,681	2.84%	2.84%	428	0	0.0%	Q2 2026	Jul 24, 2026
Intentional Wealth Strategies, LLC	History	No change	38,071	3,673	3.44%	3.44%	429	0	0.0%	Q2 2026	Jul 28, 2026
McCartney Wealth Management LLC	History	No change	37,863	3,653	2.77%	2.77%	430	0	0.0%	Q2 2026	Aug 03, 2026
ACORN CREEK CAPITAL LLC	History	No change	37,492	3,617	1.21%	1.21%	431	0	0.0%	Q2 2026	Aug 06, 2026
Kraft, Davis & Associates, LLC	History	No change	38,708	3,589	0.75%	0.75%	432	0	0.0%	Q2 2026	Jul 09, 2026
Town Capital LLC	History	No change	37,160	3,585	2.27%	2.27%	433	0	0.0%	Q2 2026	Jul 27, 2026
Maia Wealth LLC	History	No change	36,974	3,567	0.53%	0.53%	434	0	0.0%	Q2 2026	Jul 28, 2026
Daviman Financial, LLC	History	No change	36,791	3,549	1.96%	1.96%	435	0	0.0%	Q2 2026	Jul 24, 2026
Sprinkle Financial Consultants LLC	History	Added to	37,595	3,534	1.38%	1.34%	436	+2,154	6.08%	Q3 2026	Oct 09, 2026
Hobbs Wealth Management, LLC	History	No change	36,215	3,494	2.95%	2.95%	437	0	0.0%	Q2 2026	Aug 06, 2026
RAINIER FAMILY WEALTH INC	History	No change	36,219	3,494	1.99%	1.99%	438	0	0.0%	Q2 2026	Jul 15, 2026
Nuveen, LLC	History	No change	36,032	3,476	0.0%	0.0%	439	0	0.0%	Q2 2026	Aug 11, 2026
ORBA Wealth Advisors, L.L.C.	History	No change	35,980	3,471	2.97%	2.97%	440	0	0.0%	Q2 2026	Jul 23, 2026
Kovack Advisors, Inc.	History	No change	35,740	3,344	0.16%	0.16%	441	0	0.0%	Q2 2026	Jul 28, 2026
Navigoe, LLC	History	No change	34,645	3,342	1.75%	1.75%	442	0	0.0%	Q2 2026	Jul 31, 2026
J.W. COLE ADVISORS, INC.	History	No change	34,493	3,328	0.06%	0.06%	443	0	0.0%	Q2 2026	Jul 21, 2026
Prosperity Consulting Group, LLC	History	No change	33,845	3,265	0.12%	0.12%	444	0	0.0%	Q2 2026	Aug 13, 2026
Ariadne Wealth Management, LP	History	No change	33,693	3,251	1.44%	1.44%	445	0	0.0%	Q2 2026	Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	33,450	3,227	0.16%	0.16%	446	0	0.0%	Q2 2026	Jul 20, 2026
KEB ASSET MANAGEMENT, LLC	History	No change	33,273	3,210	0.52%	0.52%	447	0	0.0%	Q2 2026	Jul 14, 2026
Aurelius Family Office LLC	History	No change	33,274	3,210	1.26%	1.26%	448	0	0.0%	Q2 2026	Jul 13, 2026
BlackRock, Inc.	History	No change	33,162	3,199	0.0%	0.0%	449	0	0.0%	Q2 2026	Aug 07, 2026
IFP Advisors, Inc	History	No change	33,014	3,185	0.06%	0.06%	450	0	0.0%	Q2 2026	Jul 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	No change	32,954	3,180	0.04%	0.04%	451	0	0.0%	Q2 2026	Aug 14, 2026
Philip James Wealth Mangement, LLC	History	No change	32,753	3,160	0.36%	0.36%	452	0	0.0%	Q2 2026	Jul 27, 2026
Betterment LLC	History	No change	32,429	3,129	0.01%	0.01%	453	0	0.0%	Q2 2026	Aug 14, 2026
NWAM LLC	History	No change	32,003	3,087	0.15%	0.15%	454	0	0.0%	Q2 2026	Jul 23, 2026
Ascension Capital Advisors, Inc.	History	No change	31,997	3,087	0.87%	0.87%	455	0	0.0%	Q2 2026	Jul 27, 2026
SMITH, MOORE & CO.	History	No change	31,889	3,077	0.2%	0.2%	456	0	0.0%	Q2 2026	Aug 12, 2026
M1 Capital Management LLC	History	No change	31,796	3,067	1.13%	1.13%	457	0	0.0%	Q2 2026	Aug 11, 2026
Wheels Up Wealth, Inc.	History	No change	31,563	3,045	2.58%	2.58%	458	0	0.0%	Q2 2026	Jul 27, 2026
Friday Financial	History	Added to	32,208	3,029	0.6%	0.49%	459	+12,569	64.0%	Q3 2026	Oct 09, 2026
Equita Financial Network, Inc.	History	No change	31,362	3,026	0.84%	0.84%	460	0	0.0%	Q2 2026	Jul 29, 2026
Stone Summit Wealth LLC	History	No change	31,190	3,009	0.76%	0.76%	461	0	0.0%	Q2 2026	Jul 23, 2026
WILLIAM JOHN SEMPOLINSKI	History	No change	30,993	2,990	1.21%	1.21%	462	0	0.0%	Q2 2026	Aug 14, 2026
QUARRY HILL ADVISORS, LLC	History	No change	30,923	2,983	1.15%	1.15%	463	0	0.0%	Q2 2026	Jul 27, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	30,820	2,973	0.01%	0.01%	464	0	0.0%	Q2 2026	Sep 23, 2026
LIFELONG WEALTH ADVISORS, INC.	History	No change	30,584	2,951	0.69%	0.69%	465	0	0.0%	Q2 2026	Jul 16, 2026
Western Reserve Capital Management, LLC	History	No change	30,130	2,907	2.15%	2.15%	466	0	0.0%	Q2 2026	Jul 21, 2026
Shore Point Advisors, LLC	History	No change	90,353	2,890	0.99%	0.99%	467	0	0.0%	Q2 2026	Jul 14, 2026
Prospect Financial Group LLC	History	No change	29,892	2,884	2.32%	2.32%	468	0	0.0%	Q2 2026	Aug 06, 2026
TOTH FINANCIAL ADVISORY CORP	History	Added to	30,631	2,879	0.29%	0.24%	469	+5,005	19.53%	Q3 2026	Oct 08, 2026
Leading Edge Financial Planning LLC	History	No change	29,770	2,872	0.51%	0.51%	470	0	0.0%	Q2 2026	Aug 06, 2026
Integrated Advisors Network LLC	History	No change	29,582	2,854	0.13%	0.13%	471	0	0.0%	Q2 2026	Aug 11, 2026
Transcendent Capital Group LLC	History	No change	29,499	2,846	1.11%	1.11%	472	0	0.0%	Q2 2026	Aug 05, 2026
Sagace Wealth Management LLC	History	No change	29,286	2,825	1.77%	1.77%	473	0	0.0%	Q2 2026	Aug 03, 2026
Gen-Wealth Partners Inc	History	No change	29,142	2,811	0.78%	0.78%	474	0	0.0%	Q2 2026	Aug 10, 2026
HMV Wealth Advisors, LLC	History	No change	29,130	2,810	1.09%	1.09%	475	0	0.0%	Q2 2026	Jul 13, 2026
Rialto Wealth Management, LLC	History	No change	28,709	2,770	0.55%	0.55%	476	0	0.0%	Q2 2026	Aug 11, 2026
Petros Family Wealth, LLC	History	No change	28,060	2,707	1.66%	1.66%	477	0	0.0%	Q2 2026	Jul 27, 2026
COLUMBIA ADVISORY PARTNERS LLC	History	No change	27,936	2,695	1.49%	1.49%	478	0	0.0%	Q2 2026	Jul 23, 2026
OpenArc Corporate Advisory, LLC	History	No change	27,907	2,692	0.03%	0.03%	479	0	0.0%	Q2 2026	Aug 05, 2026
Slagle Financial, LLC	History	No change	27,844	2,686	0.8%	0.8%	480	0	0.0%	Q2 2026	Jul 29, 2026
Focus Financial Network, Inc.	History	No change	27,755	2,678	0.08%	0.08%	481	0	0.0%	Q2 2026	Jul 09, 2026
marrick wealth, LLC	History	No change	27,612	2,664	1.89%	1.89%	482	0	0.0%	Q2 2026	Jul 14, 2026
Symmetry Partners, LLC	History	No change	27,472	2,650	0.14%	0.14%	483	0	0.0%	Q2 2026	Jul 23, 2026
Total Clarity Wealth Management, Inc.	History	No change	27,453	2,648	0.51%	0.51%	484	0	0.0%	Q2 2026	Jul 23, 2026
Trilogy Capital Inc.	History	No change	27,328	2,636	0.1%	0.1%	485	0	0.0%	Q2 2026	Jul 02, 2026
Empowered Funds, LLC	History	No change	27,231	2,627	0.01%	0.01%	486	0	0.0%	Q2 2026	Aug 14, 2026
LEIGH BALDWIN & CO., LLC	History	No change	27,164	2,621	1.41%	1.41%	487	0	0.0%	Q2 2026	Aug 13, 2026
AGH Wealth Advisors, LLC	History	No change	27,083	2,614	1.65%	1.65%	488	0	0.0%	Q2 2026	Jul 22, 2026
Trailhead Planners LLC	History	No change	27,064	2,611	2.52%	2.52%	489	0	0.0%	Q2 2026	Aug 06, 2026
Wealthfront Advisers LLC	History	No change	27,035	2,608	0.01%	0.01%	490	0	0.0%	Q2 2026	Aug 07, 2026
Clear Creek Financial Management, LLC	History	No change	26,878	2,593	0.17%	0.17%	491	0	0.0%	Q2 2026	Jul 27, 2026
FFG RETIREMENT ADVISORS LLC	History	No change	26,749	2,581	1.37%	1.37%	492	0	0.0%	Q2 2026	Jul 09, 2026
MOTCO	History	No change	26,710	2,577	0.22%	0.22%	493	0	0.0%	Q2 2026	Jul 31, 2026
Seaside Wealth Management, Inc.	History	No change	26,446	2,551	0.63%	0.63%	494	0	0.0%	Q2 2026	Aug 05, 2026
FMB WEALTH MANAGEMENT	History	No change	26,283	2,536	0.93%	0.93%	495	0	0.0%	Q2 2026	Jul 27, 2026
PKS Advisory Services, LLC	History	No change	26,060	2,514	0.4%	0.4%	496	0	0.0%	Q2 2026	Aug 04, 2026
Perennial Investment Advisors, LLC	History	No change	25,987	2,508	0.17%	0.17%	497	0	0.0%	Q2 2026	Aug 14, 2026
CURTIS WEALTH MANAGEMENT LLC	History	No change	25,931	2,502	2.12%	2.12%	498	0	0.0%	Q2 2026	Aug 03, 2026
Mattson Financial Services, LLC	History	No change	27,646	2,498	0.52%	0.52%	499	0	0.0%	Q2 2026	Aug 04, 2026
Plum Street Advisors, LLC	History	No change	25,877	2,496	0.8%	0.8%	500	0	0.0%	Q2 2026	Aug 13, 2026
Eaton-Cambridge Inc.	History	No change	25,790	2,488	0.7%	0.7%	501	0	0.0%	Q2 2026	Jul 23, 2026
Private Wealth Management Group, LLC	History	No change	25,672	2,477	0.57%	0.57%	502	0	0.0%	Q2 2026	Jul 27, 2026
Clarity Capital Advisors, LLC	History	No change	25,617	2,471	1.04%	1.04%	503	0	0.0%	Q2 2026	Jul 13, 2026
Riverwater Partners LLC	History	No change	25,542	2,464	0.73%	0.73%	504	0	0.0%	Q2 2026	Aug 14, 2026
WEBSTER BANK, N. A.	History	No change	25,390	2,449	0.21%	0.21%	505	0	0.0%	Q2 2026	Jul 20, 2026
Atria Investments, Inc	History	No change	25,281	2,439	0.02%	0.02%	506	0	0.0%	Q2 2026	Jul 28, 2026
UPTICK PARTNERS, LLC	History	No change	25,286	2,439	0.38%	0.38%	507	0	0.0%	Q2 2026	Aug 10, 2026
Tradition Wealth Management, LLC	History	No change	24,792	2,392	0.15%	0.15%	508	0	0.0%	Q2 2026	Aug 11, 2026
Holos Integrated Wealth LLC	History	No change	25,772	2,386	1.11%	1.11%	509	0	0.0%	Q2 2026	Jul 15, 2026
Capstone Wealth Management, Inc.	History	No change	25,094	2,355	1.77%	1.77%	510	0	0.0%	Q2 2026	Aug 13, 2026
KELLEHER FINANCIAL ADVISORS	History	No change	24,327	2,347	0.33%	0.33%	511	0	0.0%	Q2 2026	Aug 06, 2026
Outbound Financial Inc	History	No change	24,187	2,333	1.51%	1.51%	512	0	0.0%	Q2 2026	Jul 15, 2026
Kachkovsky & Fisher, Inc.	History	No change	24,109	2,326	2.24%	2.24%	513	0	0.0%	Q2 2026	Sep 08, 2026
Centerpoint Advisory Group	History	No change	24,080	2,323	1.47%	1.47%	514	0	0.0%	Q2 2026	Jul 29, 2026
BOK Financial Private Wealth, Inc.	History	No change	23,931	2,309	0.12%	0.12%	515	0	0.0%	Q2 2026	Aug 07, 2026
ENDEAVOR PRIVATE WEALTH, INC.	History	No change	23,762	2,292	0.56%	0.56%	516	0	0.0%	Q2 2026	Aug 14, 2026
MONECO ADVISORS, LLC	History	No change	23,594	2,276	0.14%	0.14%	517	0	0.0%	Q2 2026	Aug 11, 2026
HICKS CAPITAL MANAGEMENT LLC	History	No change	23,347	2,252	1.85%	1.85%	518	0	0.0%	Q2 2026	Jul 23, 2026
Signal Advisors Wealth, LLC	History	No change	23,175	2,236	0.11%	0.11%	519	0	0.0%	Q2 2026	Aug 04, 2026
Evensky & Katz LLC	History	No change	23,101	2,229	0.12%	0.12%	520	0	0.0%	Q2 2026	Jul 22, 2026
Herold Advisors, Inc.	History	No change	23,025	2,225	0.44%	0.44%	521	0	0.0%	Q2 2026	Jul 22, 2026
LAM GROUP, INC.	History	No change	22,865	2,206	1.1%	1.1%	522	0	0.0%	Q2 2026	Jul 10, 2026
Asset Dedication, LLC	History	No change	22,612	2,181	0.14%	0.14%	523	0	0.0%	Q2 2026	Jul 30, 2026
Pathstone Holdings, LLC	History	No change	22,461	2,167	0.01%	0.01%	524	0	0.0%	Q2 2026	Aug 13, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	22,400	2,161	0.12%	0.12%	525	0	0.0%	Q2 2026	Jul 15, 2026
IFG Advisory, LLC	History	No change	22,389	2,160	0.08%	0.08%	526	0	0.0%	Q2 2026	Aug 13, 2026
Scarborough Advisors, LLC	History	No change	22,251	2,129	0.24%	0.24%	527	0	0.0%	Q2 2026	Jul 21, 2026
Cogent Private Wealth, Inc.	History	No change	21,994	2,122	1.33%	1.33%	528	0	0.0%	Q2 2026	Aug 05, 2026
Balboa Wealth Partners	History	No change	21,902	2,113	0.29%	0.29%	529	0	0.0%	Q2 2026	Aug 10, 2026
PFG Advisors	History	No change	21,647	2,088	0.11%	0.11%	530	0	0.0%	Q2 2026	Jul 16, 2026
Bleakley Financial Group, LLC	History	No change	21,645	2,088	0.03%	0.03%	531	0	0.0%	Q2 2026	Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	21,566	2,080	0.06%	0.06%	532	0	0.0%	Q2 2026	Aug 10, 2026
IEQ CAPITAL, LLC	History	No change	21,308	2,056	0.01%	0.01%	533	0	0.0%	Q2 2026	Aug 11, 2026
WESPAC Advisors SoCal, LLC	History	No change	21,289	2,054	0.37%	0.37%	534	0	0.0%	Q2 2026	Jul 16, 2026
Sharkey, Howes & Javer	History	No change	21,129	2,038	0.25%	0.25%	535	0	0.0%	Q2 2026	Jul 09, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	History	Added to	21,336	2,006	1.2%	1.22%	536	+375	1.79%	Q3 2026	Oct 07, 2026
L.K. Benson & Company, P.C.	History	No change	20,500	1,978	0.6%	0.6%	537	0	0.0%	Q2 2026	Jul 24, 2026
Wealth Management Partners, LLC	History	No change	20,430	1,971	0.46%	0.46%	538	0	0.0%	Q2 2026	Jul 22, 2026
BLVD Private Wealth, LLC	History	No change	20,409	1,969	1.46%	1.46%	539	0	0.0%	Q2 2026	Jul 23, 2026
MB Generational Wealth, LLC	History	No change	20,396	1,968	0.97%	0.97%	540	0	0.0%	Q2 2026	Jul 31, 2026
Tyche Wealth Partners LLC	History	No change	20,175	1,946	0.27%	0.27%	541	0	0.0%	Q2 2026	Aug 06, 2026
Tidal Investments LLC	History	No change	19,860	1,916	0.0%	0.0%	542	0	0.0%	Q2 2026	Aug 13, 2026
Dogwood Wealth Management LLC	History	No change	19,644	1,895	0.75%	0.75%	543	0	0.0%	Q2 2026	Jul 06, 2026
Interchange Capital Partners, LLC	History	No change	19,298	1,862	0.35%	0.35%	544	0	0.0%	Q2 2026	Jul 20, 2026
SAGE RHINO CAPITAL LLC	History	No change	19,178	1,850	0.3%	0.3%	545	0	0.0%	Q2 2026	Aug 03, 2026
Chatterton & Associates Inc.	History	No change	19,507	1,833	1.08%	1.08%	546	0	0.0%	Q2 2026	Jul 14, 2026
StoneX Group Inc.	History	No change	18,840	1,814	0.07%	0.07%	547	0	0.0%	Q2 2026	Aug 12, 2026
Fifth Third Wealth Advisors LLC	History	No change	18,795	1,813	0.05%	0.05%	548	0	0.0%	Q2 2026	Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	18,748	1,809	0.03%	0.03%	549	0	0.0%	Q2 2026	Aug 11, 2026
Fortis Capital Management LLC	History	No change	18,601	1,794	0.2%	0.2%	550	0	0.0%	Q2 2026	Aug 12, 2026
STRATEGY ASSET MANAGERS LLC	History	No change	18,455	1,780	0.27%	0.27%	551	0	0.0%	Q2 2026	Aug 14, 2026
COZAD ASSET MANAGEMENT INC	History	No change	18,323	1,767	0.11%	0.11%	552	0	0.0%	Q2 2026	Aug 14, 2026
Hopwood Nicholas Hunter	History	No change	18,272	1,763	0.48%	0.48%	553	0	0.0%	Q2 2026	Aug 14, 2026
Aerodigm Wealth, LLC	History	No change	18,200	1,756	0.59%	0.59%	554	0	0.0%	Q2 2026	Aug 04, 2026
Linscomb Wealth, Inc.	History	No change	17,981	1,734	0.08%	0.08%	555	0	0.0%	Q2 2026	Jul 31, 2026
Gotham Asset Management, LLC	History	No change	17,939	1,730	0.0%	0.0%	556	0	0.0%	Q2 2026	Aug 14, 2026
Orion Capital Management LLC	History	No change	17,699	1,707	0.53%	0.53%	557	0	0.0%	Q2 2026	Aug 17, 2026
MGO ONE SEVEN LLC	History	No change	17,557	1,694	0.03%	0.03%	558	0	0.0%	Q2 2026	Jul 31, 2026
Approach Retirement Advisors, LLC	History	No change	17,492	1,687	1.23%	1.23%	559	0	0.0%	Q2 2026	Jul 15, 2026
LRI Investments, LLC	History	No change	17,186	1,658	0.13%	0.13%	560	0	0.0%	Q2 2026	Jul 14, 2026
RFG Advisory, LLC	History	No change	16,835	1,624	0.03%	0.03%	561	0	0.0%	Q2 2026	Jul 15, 2026
49 WEALTH MANAGEMENT, LLC	History	No change	16,782	1,619	0.31%	0.31%	562	0	0.0%	Q2 2026	Aug 18, 2026
ALONGSIDE, LLC	History	No change	16,782	1,619	0.31%	0.31%	563	0	0.0%	Q2 2026	Aug 14, 2026
PRINCIPAL SECURITIES, INC.	History	No change	16,723	1,613	0.02%	0.02%	564	0	0.0%	Q2 2026	Aug 04, 2026
Geneva Partners, LLC	History	No change	16,620	1,604	0.43%	0.43%	565	0	0.0%	Q2 2026	Aug 10, 2026
Redwood Investment Management, LLC	History	No change	16,606	1,602	0.16%	0.16%	566	0	0.0%	Q2 2026	Aug 14, 2026
MILESTONE ASSET MANAGEMENT, LLC	History	No change	16,521	1,594	0.25%	0.25%	567	0	0.0%	Q2 2026	Jul 15, 2026
Smartleaf Asset Management LLC	History	No change	16,671	1,585	0.05%	0.05%	568	0	0.0%	Q2 2026	Aug 12, 2026
Atlas Brown,Inc.	History	Added to	16,624	1,562	0.41%	0.41%	569	+697	4.38%	Q3 2026	Oct 09, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	16,135	1,556	0.01%	0.01%	570	0	0.0%	Q2 2026	Sep 23, 2026
WealthPoint Financial, LLC	History	No change	15,930	1,537	1.12%	1.12%	571	0	0.0%	Q2 2026	Aug 06, 2026
Prospera Financial Services Inc	History	No change	15,911	1,535	0.02%	0.02%	572	0	0.0%	Q2 2026	Jul 15, 2026
Allodium Investment Consultants, LLC	History	No change	15,771	1,521	0.65%	0.65%	573	0	0.0%	Q2 2026	Jul 14, 2026
Ruedi Wealth Management, Inc.	History	No change	15,742	1,518	0.36%	0.36%	574	0	0.0%	Q2 2026	Jul 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	15,366	1,482	0.07%	0.07%	575	0	0.0%	Q2 2026	Jul 28, 2026
Cetera Trust Company, N.A	History	No change	15,357	1,481	0.74%	0.74%	576	0	0.0%	Q2 2026	Aug 13, 2026
DBK Financial Counsel, LLC	History	No change	15,343	1,480	1.24%	1.24%	577	0	0.0%	Q2 2026	Jul 21, 2026
Sovran Advisors, LLC	History	No change	16,973	1,457	0.11%	0.11%	578	0	0.0%	Q2 2026	Jul 29, 2026
THEORY FINANCIAL LLC	History	No change	14,911	1,438	0.45%	0.45%	579	0	0.0%	Q2 2026	Jul 31, 2026
D.A. DAVIDSON & CO.	History	No change	14,878	1,435	0.01%	0.01%	580	0	0.0%	Q2 2026	Jul 24, 2026
Trademark Financial Management, LLC	History	No change	14,783	1,426	0.58%	0.58%	581	0	0.0%	Q2 2026	Jul 27, 2026
Hardin Capital Partners, LLC	History	Added to	15,062	1,416	0.69%	0.67%	582	+123	0.82%	Q3 2026	Oct 08, 2026
PCG Wealth Advisors, LLC	History	No change	14,656	1,414	0.32%	0.32%	583	0	0.0%	Q2 2026	Aug 03, 2026
Fortis Group Advisors, LLC	History	No change	14,644	1,413	0.23%	0.23%	584	0	0.0%	Q2 2026	Jul 24, 2026
Vannoy Advisory Group, Inc.	History	No change	14,590	1,407	0.8%	0.8%	585	0	0.0%	Q2 2026	Jul 22, 2026
BAYSHORE ASSET MANAGEMENT, LLC	History	No change	14,503	1,399	0.5%	0.5%	586	0	0.0%	Q2 2026	Jul 23, 2026
J. M. Brown & Associates Inc.	History	No change	14,445	1,393	0.8%	0.8%	587	0	0.0%	Q2 2026	Jul 23, 2026
Gladstone Institutional Advisory LLC	History	No change	14,385	1,387	0.04%	0.04%	588	0	0.0%	Q2 2026	Jul 27, 2026
RAM Investment Partners, LLC	History	No change	14,143	1,364	0.22%	0.22%	589	0	0.0%	Q2 2026	Jul 29, 2026
Valmark Advisers, Inc.	History	No change	14,039	1,354	0.01%	0.01%	590	0	0.0%	Q2 2026	Aug 06, 2026
Verdence Capital Advisors LLC	History	No change	13,913	1,342	0.07%	0.07%	591	0	0.0%	Q2 2026	Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	No change	13,408	1,293	0.06%	0.06%	592	0	0.0%	Q2 2026	Jul 24, 2026
VERUS CAPITAL PARTNERS, LLC	History	No change	13,388	1,291	0.07%	0.07%	593	0	0.0%	Q2 2026	Aug 06, 2026
Ausdal Financial Partners, Inc.	History	No change	13,334	1,286	0.05%	0.05%	594	0	0.0%	Q2 2026	Aug 14, 2026
WEALTHGARDEN F.S. LLC	History	No change	13,254	1,278	0.72%	0.72%	595	0	0.0%	Q2 2026	Jul 31, 2026
Retirement Management Systems Inc.	History	No change	13,214	1,274	0.26%	0.26%	596	0	0.0%	Q2 2026	Jul 21, 2026
Forum Financial Management, LP	History	No change	13,146	1,268	0.02%	0.02%	597	0	0.0%	Q2 2026	Jul 23, 2026
Signature Equity Partners, LLC	History	No change	12,882	1,242	0.57%	0.57%	598	0	0.0%	Q2 2026	Jul 30, 2026
CENTAURUS FINANCIAL, INC.	History	No change	12,631	1,219	0.05%	0.05%	599	0	0.0%	Q2 2026	Aug 17, 2026
Integrated Wealth Concepts LLC	History	No change	12,623	1,217	0.01%	0.01%	600	0	0.0%	Q2 2026	Sep 08, 2026
WealthTrak Capital Management LLC	History	No change	12,505	1,206	0.79%	0.79%	601	0	0.0%	Q2 2026	Aug 04, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	History	No change	12,427	1,199	0.23%	0.23%	602	0	0.0%	Q2 2026	Aug 07, 2026
Pacific Asset Management, LLC	History	No change	12,395	1,196	0.59%	0.59%	603	0	0.0%	Q2 2026	Jul 27, 2026
BROWN ADVISORY INC	History	No change	12,277	1,184	0.0%	0.0%	604	0	0.0%	Q2 2026	Aug 14, 2026
Ameritas Investment Partners, Inc.	History	No change	12,268	1,183	0.03%	0.03%	605	0	0.0%	Q2 2026	Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	12,275	1,181	0.01%	0.01%	606	0	0.0%	Q2 2026	Aug 14, 2026
Targeted Financial Services LLC	History	No change	12,172	1,174	0.87%	0.87%	607	0	0.0%	Q2 2026	Jul 16, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	12,098	1,171	0.31%	0.31%	608	0	0.0%	Q2 2026	Jul 30, 2026
VANCE WEALTH, LLC	History	No change	11,931	1,151	0.26%	0.26%	609	0	0.0%	Q2 2026	Aug 14, 2026
Kuhn & Co Investment Counsel	History	No change	11,755	1,134	0.66%	0.66%	610	0	0.0%	Q2 2026	Jul 31, 2026
JAMES INVESTMENT RESEARCH, INC.	History	No change	11,643	1,123	0.11%	0.11%	611	0	0.0%	Q2 2026	Jul 24, 2026
Tempus Wealth Planning, LLC	History	No change	11,596	1,118	0.22%	0.22%	612	0	0.0%	Q2 2026	Jul 22, 2026
Creative Capital Management Investments LLC	History	No change	11,576	1,116	0.26%	0.26%	613	0	0.0%	Q2 2026	Jul 24, 2026
EARNED WEALTH ADVISORS, LLC	History	No change	11,476	1,107	0.07%	0.07%	614	0	0.0%	Q2 2026	Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC	History	No change	11,459	1,105	0.11%	0.11%	615	0	0.0%	Q2 2026	Jul 16, 2026
ARK & TLK INVESTMENTS, LLC	History	No change	11,461	1,105	0.27%	0.27%	616	0	0.0%	Q2 2026	Jul 20, 2026
TFO Wealth Partners, LLC	History	No change	11,323	1,092	0.12%	0.12%	617	0	0.0%	Q2 2026	Aug 10, 2026
Haverford Financial Services, Inc.	History	No change	11,287	1,089	0.32%	0.32%	618	0	0.0%	Q2 2026	Aug 12, 2026
OMNI 360 Wealth, Inc.	History	No change	11,197	1,080	0.5%	0.5%	619	0	0.0%	Q2 2026	Jul 13, 2026
BlackDiamond Wealth Management, LLC	History	No change	11,725	1,077	0.43%	0.43%	620	0	0.0%	Q2 2026	Aug 11, 2026
Summit Trail Advisors, LLC	History	No change	11,140	1,074	0.01%	0.01%	621	0	0.0%	Q2 2026	Aug 11, 2026
United Community Bank	History	No change	11,127	1,073	0.33%	0.33%	622	0	0.0%	Q2 2026	Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	11,086	1,069	0.06%	0.06%	623	0	0.0%	Q2 2026	Aug 07, 2026
Seed Wealth Management, Inc.	History	No change	11,080	1,069	0.68%	0.68%	624	0	0.0%	Q2 2026	Jul 27, 2026
Lantern Wealth Advisors, LLC	History	No change	10,991	1,060	0.49%	0.49%	625	0	0.0%	Q2 2026	Jul 28, 2026
Ifrah Financial Services, Inc.	History	No change	10,842	1,046	0.26%	0.26%	626	0	0.0%	Q2 2026	Jul 21, 2026
BCR Wealth Strategies, LLC	History	No change	10,716	1,033	0.29%	0.29%	627	0	0.0%	Q2 2026	Jul 31, 2026
J. Derek Lewis & Associates Inc.	History	No change	10,686	1,031	0.19%	0.19%	628	0	0.0%	Q2 2026	Jul 31, 2026
CULLEN/FROST BANKERS, INC.	History	No change	10,595	1,022	0.01%	0.01%	629	0	0.0%	Q2 2026	Jul 27, 2026
Cloud Capital Management, LLC	History	No change	10,567	1,019	0.37%	0.37%	630	0	0.0%	Q2 2026	Aug 13, 2026
Atlas Wealth LLC	History	No change	10,535	1,016	0.14%	0.14%	631	0	0.0%	Q2 2026	Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	10,511	1,014	0.0%	0.0%	632	0	0.0%	Q2 2026	Aug 13, 2026
Centurion Wealth Management LLC	History	No change	10,379	1,001	0.24%	0.24%	633	0	0.0%	Q2 2026	Jul 09, 2026
Krilogy Financial LLC	History	No change	10,353	999	0.03%	0.03%	634	0	0.0%	Q2 2026	Jul 27, 2026
Prepared Retirement Institute LLC	History	No change	10,350	998	0.42%	0.42%	635	0	0.0%	Q2 2026	Aug 10, 2026
Cauble & Harre Wealth Management, Inc.	History	No change	10,228	986	0.79%	0.79%	636	0	0.0%	Q2 2026	Aug 11, 2026
Sowell Financial Services LLC	History	No change	10,178	982	0.03%	0.03%	637	0	0.0%	Q2 2026	Jul 17, 2026
CITIZENS & NORTHERN CORP	History	No change	10,143	978	0.22%	0.22%	638	0	0.0%	Q2 2026	Jul 17, 2026
Narus Financial Partners, LLC	History	No change	10,129	977	0.25%	0.25%	639	0	0.0%	Q2 2026	Jul 31, 2026
Asset Allocation Strategies LLC	History	No change	10,103	974	0.15%	0.15%	640	0	0.0%	Q2 2026	Aug 17, 2026
RESOLUTE WEALTH ADVISOR, INC.	History	No change	12,049	970	0.55%	0.55%	641	0	0.0%	Q2 2026	Aug 19, 2026
Sensible Money, LLC	History	No change	10,048	969	0.26%	0.26%	642	0	0.0%	Q2 2026	Jul 30, 2026
F&V Capital Management, LLC	History	No change	9,975	962	0.18%	0.18%	643	0	0.0%	Q2 2026	Jul 21, 2026
DIXON FNANCIAL SERVICES, INC.	History	No change	9,908	955	0.39%	0.39%	644	0	0.0%	Q2 2026	Jul 14, 2026
Parkwoods Wealth Partners, LLC	History	No change	9,891	954	0.15%	0.15%	645	0	0.0%	Q2 2026	Jul 27, 2026
Per Stirling Capital Management, LLC.	History	No change	9,830	948	0.09%	0.09%	646	0	0.0%	Q2 2026	Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO	History	No change	9,798	945	0.08%	0.08%	647	0	0.0%	Q2 2026	Jul 28, 2026
Evanson Financial, LLC	History	No change	9,738	939	0.05%	0.05%	648	0	0.0%	Q2 2026	Jul 07, 2026
Hoxton Planning & Management, LLC	History	No change	9,727	938	0.24%	0.24%	649	0	0.0%	Q2 2026	Jul 16, 2026
Johnson Financial Group, LLC	History	No change	9,621	928	0.05%	0.05%	650	0	0.0%	Q2 2026	Aug 06, 2026
BAM Wealth Management, LLC	History	No change	9,624	928	0.58%	0.58%	651	0	0.0%	Q2 2026	Jul 14, 2026
Callan Family Office, LLC	History	No change	9,585	924	0.02%	0.02%	652	0	0.0%	Q2 2026	Aug 11, 2026
Nemes Rush Group LLC	History	No change	9,556	922	0.08%	0.08%	653	0	0.0%	Q2 2026	Aug 14, 2026
Caprock Group, LLC	History	No change	9,543	920	0.02%	0.02%	654	0	0.0%	Q2 2026	Jul 27, 2026
Lauterbach Financial Advisors, LLC	History	No change	9,506	917	0.39%	0.39%	655	0	0.0%	Q2 2026	Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	9,501	916	0.02%	0.02%	656	0	0.0%	Q2 2026	Jul 14, 2026
PACIFIC FINANCIAL GROUP INC	History	No change	9,453	912	0.44%	0.44%	657	0	0.0%	Q2 2026	Aug 13, 2026
Brio Consultants, LLC	History	No change	9,448	911	0.11%	0.11%	658	0	0.0%	Q2 2026	Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	9,337	900	0.02%	0.02%	659	0	0.0%	Q2 2026	Jul 15, 2026
StrongBox Wealth, LLC	History	No change	9,333	900	0.26%	0.26%	660	0	0.0%	Q2 2026	Jul 23, 2026
KICKSTAND VENTURES, LLC.	History	No change	9,265	893	0.16%	0.16%	661	0	0.0%	Q2 2026	Jul 30, 2026
NORTHERN TRUST CORP	History	No change	9,226	890	0.0%	0.0%	662	0	0.0%	Q2 2026	Aug 13, 2026
B. Riley Wealth Advisors, Inc.	History	No change	9,354	889	0.05%	0.05%	663	0	0.0%	Q2 2026	Jul 14, 2026
USAdvisors Wealth Management, LLC	History	No change	9,219	889	0.25%	0.25%	664	0	0.0%	Q2 2026	Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	9,195	887	0.0%	0.0%	665	0	0.0%	Q2 2026	Aug 12, 2026
Beacon Financial Advisory LLC	History	No change	9,177	885	0.17%	0.17%	666	0	0.0%	Q2 2026	Aug 05, 2026
SUTTON PLACE INVESTORS LLC	History	No change	9,098	877	0.42%	0.42%	667	0	0.0%	Q2 2026	Aug 06, 2026
Sanchez Gaunt Capital Management, LLC	History	No change	9,046	872	0.49%	0.49%	668	0	0.0%	Q2 2026	Aug 14, 2026
Merkkuri Wealth Advisors LLC	History	No change	8,999	868	0.54%	0.54%	669	0	0.0%	Q2 2026	Jul 27, 2026
Balefire, LLC	History	Reduced	9,189	863	0.14%	0.2%	670	-3,344	-26.68%	Q3 2026	Oct 09, 2026
Santori & Peters, Inc.	History	No change	8,790	848	0.24%	0.24%	671	0	0.0%	Q2 2026	Jul 24, 2026
SOUTH PLAINS FINANCIAL, INC.	History	No change	8,783	847	0.45%	0.45%	672	0	0.0%	Q2 2026	Aug 13, 2026
Accurate Wealth Management, LLC	History	No change	8,927	840	0.08%	0.08%	673	0	0.0%	Q2 2026	Jul 14, 2026
Integrity Wealth Solutions LLC	History	No change	8,629	832	0.31%	0.31%	674	0	0.0%	Q2 2026	Jul 30, 2026
Hilltop Holdings Inc.	History	No change	8,568	826	0.06%	0.06%	675	0	0.0%	Q2 2026	Aug 13, 2026
VICUS CAPITAL	History	No change	8,542	824	0.05%	0.05%	676	0	0.0%	Q2 2026	Aug 05, 2026
Belleair Asset Management, LLC	History	No change	8,539	823	0.69%	0.69%	677	0	0.0%	Q2 2026	Jul 15, 2026
Crusonia Wealth Advisors LLC	History	No change	8,488	819	0.13%	0.13%	678	0	0.0%	Q2 2026	Jul 30, 2026
GatePass Capital, LLC	History	No change	8,451	815	0.31%	0.31%	679	0	0.0%	Q2 2026	Jul 30, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	8,388	809	0.25%	0.25%	680	0	0.0%	Q2 2026	Jul 29, 2026
HBW ADVISORY SERVICES LLC	History	No change	8,300	800	0.07%	0.07%	681	0	0.0%	Q2 2026	Jul 16, 2026
Simmons Bank	History	No change	8,257	796	0.05%	0.05%	682	0	0.0%	Q2 2026	Jul 31, 2026
FIRETHORN WEALTH PARTNERS, LLC	History	No change	8,234	794	0.26%	0.26%	683	0	0.0%	Q2 2026	Jul 15, 2026
VAQUERO PRIVATE WEALTH, LTD	History	No change	8,212	792	0.16%	0.16%	684	0	0.0%	Q2 2026	Jul 17, 2026
Spartan Wealth Advisory Services LLC	History	No change	8,074	779	0.06%	0.06%	685	0	0.0%	Q2 2026	Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	8,033	775	0.04%	0.04%	686	0	0.0%	Q2 2026	Jul 23, 2026
Investmark Advisory Group LLC	History	No change	8,002	772	0.29%	0.29%	687	0	0.0%	Q2 2026	Aug 07, 2026
CogentBlue Wealth Advisors, LLC	History	Reduced	8,188	769	0.71%	0.48%	688	-414	-4.81%	Q3 2026	Oct 09, 2026
Peak Planning Group, LLC	History	No change	7,918	763	0.17%	0.17%	689	0	0.0%	Q2 2026	Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	No change	7,874	759	0.05%	0.05%	690	0	0.0%	Q2 2026	Aug 05, 2026
Pinnacle Financial Partners, Inc.	History	No change	7,801	752	0.01%	0.01%	691	0	0.0%	Q2 2026	Aug 14, 2026
Wealthcare Advisory Partners LLC	History	No change	7,707	743	0.01%	0.01%	692	0	0.0%	Q2 2026	Jul 09, 2026
TSFG, LLC	History	No change	7,681	741	0.09%	0.09%	693	0	0.0%	Q2 2026	Jul 23, 2026
UMB Bank, n.a.	History	No change	7,660	739	0.01%	0.01%	694	0	0.0%	Q2 2026	Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	7,613	734	0.01%	0.01%	695	0	0.0%	Q2 2026	Aug 14, 2026
PAX Financial Group, LLC	History	No change	7,559	729	0.11%	0.11%	696	0	0.0%	Q2 2026	Aug 05, 2026
Ridgeline Wealth, LLC	History	No change	7,481	721	0.42%	0.42%	697	0	0.0%	Q2 2026	Jul 06, 2026
Cambridge Financial Group, LLC	History	No change	7,465	720	0.23%	0.23%	698	0	0.0%	Q3 2026	Oct 06, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	7,390	713	0.09%	0.09%	699	0	0.0%	Q2 2026	Jul 27, 2026
Bison Wealth, LLC	History	No change	7,392	704	0.06%	0.06%	700	0	0.0%	Q2 2026	Jul 07, 2026
Foundry Financial LLC	History	No change	7,133	688	0.23%	0.23%	701	0	0.0%	Q2 2026	Jul 21, 2026
SageView Advisory Group, LLC	History	No change	6,959	671	0.02%	0.02%	702	0	0.0%	Q2 2026	Aug 10, 2026
R2 Capital Strategies, LLC	History	No change	6,878	663	0.3%	0.3%	703	0	0.0%	Q2 2026	Jul 23, 2026
Aprio Wealth Management, LLC	History	No change	6,708	647	0.03%	0.03%	704	0	0.0%	Q2 2026	Jul 24, 2026
CWA Asset Management Group, LLC	History	No change	6,695	646	0.02%	0.02%	705	0	0.0%	Q2 2026	Jul 14, 2026
GOLDMAN SACHS GROUP INC	History	No change	6,678	644	0.0%	0.0%	706	0	0.0%	Q2 2026	Aug 14, 2026
Fort Point Capital Partners LLC	History	No change	6,613	638	0.04%	0.04%	707	0	0.0%	Q2 2026	Aug 14, 2026
Greenline Wealth Management LLC	History	No change	6,607	637	0.52%	0.52%	708	0	0.0%	Q2 2026	Jul 23, 2026
Axis Wealth Partners, LLC	History	No change	6,566	633	0.3%	0.3%	709	0	0.0%	Q2 2026	Jul 28, 2026
CIBC Bancorp USA Inc.	History	No change	6,549	631	0.0%	0.0%	710	0	0.0%	Q2 2026	Aug 13, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	History	No change	7,011	627	0.13%	0.13%	711	0	0.0%	Q2 2026	Aug 06, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	History	Added to	6,628	623	0.36%	0.37%	712	+61	0.93%	Q3 2026	Oct 08, 2026
VISTA INVESTMENT PARTNERS II, LLC	History	No change	6,443	621	0.24%	0.24%	713	0	0.0%	Q2 2026	Jul 21, 2026
Compass Ion Advisors, LLC	History	No change	6,339	611	0.05%	0.05%	714	0	0.0%	Q2 2026	Aug 12, 2026
Arkadios Wealth Advisors	History	No change	6,337	611	0.01%	0.01%	715	0	0.0%	Q2 2026	Aug 10, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC	History	No change	6,304	608	0.28%	0.28%	716	0	0.0%	Q2 2026	Jul 17, 2026
CITADEL ADVISORS LLC	History	No change	6,300	607	0.0%	0.0%	717	0	0.0%	Q2 2026	Sep 02, 2026
Austin Asset Management Co Inc	History	No change	6,210	599	0.08%	0.08%	718	0	0.0%	Q2 2026	Jul 31, 2026
Vanguard National Trust Co	History	No change	6,212	599	0.03%	0.03%	719	0	0.0%	Q2 2026	Aug 13, 2026
Kaufman Rossin Wealth, LLC	History	No change	6,301	592	0.28%	0.28%	720	0	0.0%	Q2 2026	Jul 16, 2026
Brand Asset Management Group, Inc.	History	No change	6,100	588	0.13%	0.13%	721	0	0.0%	Q2 2026	Aug 12, 2026
Carrera Capital Advisors	History	No change	6,077	586	0.09%	0.09%	722	0	0.0%	Q2 2026	Aug 03, 2026
RDA Financial Network	History	No change	6,047	583	0.13%	0.13%	723	0	0.0%	Q2 2026	Jul 06, 2026
FLAGSTAR SECURITIES, INC	History	No change	5,990	578	0.17%	0.17%	724	0	0.0%	Q2 2026	Jul 15, 2026
Asempa Wealth Advisors	History	Reduced	6,141	577	0.44%	0.63%	726	-2,673	-30.33%	Q3 2026	Oct 07, 2026
Abacus Planning Group, Inc.	History	No change	5,984	577	0.07%	0.07%	725	0	0.0%	Q2 2026	Jul 20, 2026
DOVER ADVISORS, LLC	History	No change	7,416	571	0.23%	0.23%	727	0	0.0%	Q2 2026	Aug 07, 2026
Vawter Financial, Ltd.	History	No change	5,910	570	0.21%	0.21%	728	0	0.0%	Q2 2026	Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	5,902	569	0.0%	0.0%	729	0	0.0%	Q2 2026	Aug 13, 2026
Latitude Advisors, LLC	History	No change	5,863	565	0.23%	0.23%	730	0	0.0%	Q2 2026	Jul 27, 2026
SouthState Bank Corp	History	No change	5,799	559	0.02%	0.02%	731	0	0.0%	Q2 2026	Aug 06, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	5,779	557	0.0%	0.0%	732	0	0.0%	Q2 2026	Aug 10, 2026
Capital Group Private Client Services, Inc.	History	No change	5,777	557	0.01%	0.01%	733	0	0.0%	Q2 2026	Aug 12, 2026
West Wealth Group, LLC	History	No change	5,764	556	0.09%	0.09%	734	0	0.0%	Q2 2026	Aug 06, 2026
Foster Group, Inc.	History	No change	5,761	555	0.01%	0.01%	735	0	0.0%	Q2 2026	Jul 07, 2026
LWM Advisory Services, LLC	History	No change	5,697	549	0.98%	0.98%	736	0	0.0%	Q2 2026	Aug 03, 2026
Squire Investment Management Company, LLC	History	No change	5,678	547	0.13%	0.13%	737	0	0.0%	Q2 2026	Jul 28, 2026
Family Investment Center, Inc.	History	No change	5,638	544	0.09%	0.09%	738	0	0.0%	Q2 2026	Jul 23, 2026
XTX Topco Ltd	History	No change	5,587	539	0.01%	0.01%	739	0	0.0%	Q2 2026	Aug 14, 2026
Operose Advisors LLC	History	No change	5,586	538	0.1%	0.1%	740	0	0.0%	Q2 2026	Aug 13, 2026
Elevation Wealth Management LLC	History	No change	5,584	538	0.4%	0.4%	741	0	0.0%	Q2 2026	Jul 29, 2026
Freedom Day Solutions, LLC	History	No change	5,537	534	0.12%	0.12%	742	0	0.0%	Q2 2026	Jul 24, 2026
FIRST TRUST ADVISORS LP	History	No change	5,516	532	0.0%	0.0%	743	0	0.0%	Q2 2026	Aug 11, 2026
Milestone Asset Management Group, LLC	History	No change	5,518	532	0.27%	0.27%	744	0	0.0%	Q2 2026	Jul 30, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	History	No change	5,498	530	0.03%	0.03%	745	0	0.0%	Q2 2026	Aug 04, 2026
Vantus Wealth LLC	History	No change	5,471	527	0.28%	0.28%	746	0	0.0%	Q2 2026	Aug 07, 2026
Well Done, LLC	History	No change	5,435	524	0.07%	0.07%	747	0	0.0%	Q2 2026	Jul 24, 2026
Facet Wealth, Inc.	History	No change	5,373	518	0.01%	0.01%	748	0	0.0%	Q2 2026	Jul 27, 2026
Prosperitas Financial LLC	History	No change	5,350	516	0.17%	0.17%	749	0	0.0%	Q2 2026	Aug 19, 2026
Decker Retirement Planning Inc.	History	No change	5,311	512	0.17%	0.17%	750	0	0.0%	Q2 2026	Jul 16, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	5,008	483	0.28%	0.28%	751	0	0.0%	Q2 2026	Aug 14, 2026
Cadia Private Client LLC	History	No change	5,012	483	0.35%	0.35%	752	0	0.0%	Q2 2026	Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	4,994	481	0.01%	0.01%	753	0	0.0%	Q2 2026	Aug 12, 2026
High Net Worth Advisory Group LLC	History	No change	4,767	460	0.1%	0.1%	754	0	0.0%	Q2 2026	Jul 29, 2026
A4 Wealth Advisors LLC	History	No change	4,754	458	0.3%	0.3%	755	0	0.0%	Q2 2026	Jul 28, 2026
Horizon Investment Services, LLC	History	No change	4,741	457	0.13%	0.13%	756	0	0.0%	Q2 2026	Aug 06, 2026
Bragg Financial Advisors, Inc	History	No change	4,727	456	0.01%	0.01%	757	0	0.0%	Q2 2026	Aug 12, 2026
Heritage Investment Group, Inc.	History	No change	4,716	455	0.06%	0.06%	758	0	0.0%	Q2 2026	Jul 29, 2026
PFG Investments, LLC	History	No change	4,705	454	0.02%	0.02%	759	0	0.0%	Q2 2026	Jul 23, 2026
Sigma Planning Corp	History	No change	4,692	452	0.01%	0.01%	760	0	0.0%	Q2 2026	Aug 07, 2026
CHOREO, LLC	History	No change	4,674	450	0.0%	0.0%	761	0	0.0%	Q2 2026	Aug 04, 2026
Kooman & Associates	History	No change	4,657	449	0.12%	0.12%	762	0	0.0%	Q2 2026	Jul 22, 2026
Ignite Planners, LLC	History	No change	4,646	448	0.06%	0.06%	763	0	0.0%	Q2 2026	Jul 23, 2026
PRIVATE TRUST CO NA	History	No change	4,618	445	0.04%	0.04%	764	0	0.0%	Q2 2026	Jul 28, 2026
Element Wealth, LLC	History	No change	4,619	445	0.17%	0.17%	765	0	0.0%	Q2 2026	Aug 14, 2026
S Harris Financial Group, LLC	History	No change	4,517	435	0.34%	0.34%	766	0	0.0%	Q2 2026	Jul 24, 2026
Saxony Capital Management, LLC	History	No change	4,507	434	0.2%	0.2%	767	0	0.0%	Q2 2026	Jul 15, 2026
Thayer Financial, L.L.C.	History	No change	4,487	432	0.39%	0.39%	768	0	0.0%	Q2 2026	Jul 08, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	4,551	427	0.01%	0.03%	769	-7,505	-62.25%	Q3 2026	Oct 08, 2026
Westside Investment Management, Inc.	History	No change	4,389	423	0.06%	0.06%	770	0	0.0%	Q2 2026	Jul 27, 2026
COFG Advisors, LLC	History	No change	4,354	420	0.07%	0.07%	771	0	0.0%	Q2 2026	Aug 14, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	History	No change	4,347	419	0.33%	0.33%	772	0	0.0%	Q2 2026	Aug 07, 2026
M&T BANK CORP	History	No change	4,295	414	0.0%	0.0%	773	0	0.0%	Q2 2026	Aug 04, 2026
Sachetta, LLC	History	No change	4,270	412	0.2%	0.2%	774	0	0.0%	Q2 2026	Jul 15, 2026
Roehl & Yi Investment Advisors, LLC	History	No change	4,268	411	0.14%	0.14%	775	0	0.0%	Q2 2026	Aug 13, 2026
Alpha Financial Partners LLC	History	No change	4,258	410	0.22%	0.22%	776	0	0.0%	Q2 2026	Aug 11, 2026
Emprise Bank	History	Reduced	4,349	408	0.16%	0.16%	777	-228	-4.98%	Q3 2026	Oct 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	4,354	407	0.02%	0.02%	778	0	0.0%	Q2 2026	Jul 22, 2026
Davis Wealth Advisors, LLC	History	No change	4,191	404	0.31%	0.31%	779	0	0.0%	Q2 2026	Aug 14, 2026
Arsenal Capital Advisors LLC	History	No change	4,159	401	0.24%	0.24%	780	0	0.0%	Q2 2026	Aug 11, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	4,140	399	0.04%	0.04%	781	0	0.0%	Q2 2026	Jul 13, 2026
Meredith Wealth Planning	History	No change	4,140	399	0.09%	0.09%	782	0	0.0%	Q2 2026	Jul 24, 2026
MBE Wealth Management, LLC	History	No change	4,126	398	0.14%	0.14%	783	0	0.0%	Q2 2026	Jul 24, 2026
Madrid Wealth Management, LLC	History	No change	4,129	398	0.26%	0.26%	784	0	0.0%	Q2 2026	Jul 31, 2026
ASPIRIANT, LLC	History	No change	4,083	393	0.01%	0.01%	785	0	0.0%	Q2 2026	Jul 20, 2026
Steelhead Wealth Management LLC	History	No change	4,048	390	0.16%	0.16%	786	0	0.0%	Q2 2026	Aug 13, 2026
Parkside Financial Bank & Trust	History	No change	3,959	382	0.03%	0.03%	787	0	0.0%	Q2 2026	Sep 04, 2026
Austin Wealth Management, LLC	History	No change	4,251	379	0.08%	0.08%	788	0	0.0%	Q2 2026	Jul 22, 2026
Comprehensive Financial Planning, Inc./PA	History	No change	3,929	379	0.2%	0.2%	789	0	0.0%	Q2 2026	Aug 10, 2026
Cornerstone Capital, Inc.	History	No change	3,815	368	0.03%	0.03%	790	0	0.0%	Q2 2026	Aug 03, 2026
Mesirow Financial Investment Management, Inc.	History	No change	3,738	360	0.01%	0.01%	791	0	0.0%	Q2 2026	Jul 22, 2026
Pinnacle Bancorp, Inc.	History	No change	3,725	359	0.09%	0.09%	792	0	0.0%	Q2 2026	Jul 28, 2026
US BANCORP \DE\	History	No change	3,709	357	0.0%	0.0%	793	0	0.0%	Q2 2026	Aug 12, 2026
Brown Financial Advisory	History	No change	3,706	357	0.15%	0.15%	794	0	0.0%	Q2 2026	Jul 28, 2026
Trust Co	History	Added to	3,787	356	0.03%	0.02%	795	+1,805	91.07%	Q3 2026	Oct 09, 2026
Empirical Asset Management, LLC	History	No change	3,691	356	0.08%	0.08%	796	0	0.0%	Q2 2026	Aug 10, 2026
Keystone Financial Group	History	No change	3,685	355	0.02%	0.02%	797	0	0.0%	Q2 2026	Jul 29, 2026
Ballew Advisors, Inc	History	New	3,706	353	0.18%	—	799	+3,706	New	Q3 2026	Oct 05, 2026
Vilga Financial Planning LLC	History	No change	3,756	353	0.21%	0.27%	798	0	0.0%	Q3 2026	Oct 08, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	3,657	352	0.02%	0.02%	800	0	0.0%	Q2 2026	Jul 07, 2026
Envision Financial LLC	History	No change	3,645	351	0.16%	0.16%	801	0	0.0%	Q2 2026	Jul 10, 2026
Avion Wealth	History	No change	3,610	348	0.06%	0.06%	802	0	0.0%	Q2 2026	Jul 31, 2026
CITIGROUP INC	History	No change	3,593	346	0.0%	0.0%	803	0	0.0%	Q2 2026	Aug 03, 2026
Accredited Investors Inc.	History	No change	3,587	346	0.01%	0.01%	804	0	0.0%	Q2 2026	Jul 21, 2026
Western Wealth Management, LLC	History	No change	3,588	346	0.01%	0.01%	805	0	0.0%	Q2 2026	Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	3,588	346	0.07%	0.07%	806	0	0.0%	Q2 2026	Aug 06, 2026
MSH Capital Advisors LLC	History	No change	3,586	346	0.06%	0.06%	807	0	0.0%	Q2 2026	Aug 10, 2026
SeaCrest Wealth Management, LLC	History	No change	3,575	344	0.04%	0.04%	808	0	0.0%	Q2 2026	Jul 09, 2026
ENTREWEALTH, LLC	History	No change	3,739	342	0.13%	0.13%	809	0	0.0%	Q2 2026	Aug 13, 2026
Generations Wealth, LLC	History	No change	3,544	341	0.32%	0.32%	810	0	0.0%	Q2 2026	Aug 11, 2026
Jacobi Capital Management LLC	History	No change	3,528	340	0.02%	0.02%	811	0	0.0%	Q2 2026	Jul 31, 2026
Dana Investment Advisors, Inc.	History	No change	3,490	336	0.01%	0.01%	812	0	0.0%	Q2 2026	Aug 13, 2026
POM Investment Strategies, LLC	History	No change	3,489	336	0.38%	0.38%	813	0	0.0%	Q2 2026	Jul 30, 2026
Beverly Hills Private Wealth, LLC	History	No change	3,492	336	0.06%	0.06%	814	0	0.0%	Q2 2026	Aug 06, 2026
Busey Bank	History	No change	3,482	335	0.01%	0.01%	815	0	0.0%	Q2 2026	Aug 13, 2026
RHL GROUP, LLC	History	No change	3,497	335	0.28%	0.28%	816	0	0.0%	Q2 2026	Aug 03, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	3,459	333	0.02%	0.02%	817	0	0.0%	Q2 2026	Jul 23, 2026
Sequent Planning LLC	History	No change	3,428	330	0.07%	0.07%	818	0	0.0%	Q2 2026	Aug 14, 2026
Millington Financial Advisors, LLC	History	No change	3,681	328	0.13%	0.13%	819	0	0.0%	Q2 2026	Aug 07, 2026
Parkway Wealth Management Group, LLC	History	No change	3,405	328	0.04%	0.04%	820	0	0.0%	Q2 2026	Jul 27, 2026
Parcion Private Wealth LLC	History	No change	3,383	326	0.02%	0.02%	821	0	0.0%	Q2 2026	Jul 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	3,350	323	0.0%	0.0%	822	0	0.0%	Q2 2026	Aug 10, 2026
FRANKLIN RESOURCES INC	History	No change	3,339	322	0.0%	0.0%	823	0	0.0%	Q2 2026	Aug 13, 2026
Corsicana & Co.	History	No change	3,292	317	0.15%	0.15%	824	0	0.0%	Q2 2026	Jul 24, 2026
Resurgent Financial Advisors LLC	History	No change	3,273	315	0.09%	0.09%	825	0	0.0%	Q2 2026	Aug 14, 2026
Vantage Point Financial LLC	History	No change	3,246	313	0.1%	0.1%	826	0	0.0%	Q2 2026	Aug 14, 2026
Nova R Wealth, Inc.	History	No change	3,239	312	0.09%	0.09%	827	0	0.0%	Q2 2026	Jul 17, 2026
Kroeger Financial Partners	History	No change	3,221	310	0.3%	0.3%	828	0	0.0%	Q2 2026	Jul 27, 2026
Porter White Investment Advisors, Inc.	History	No change	3,186	307	0.12%	0.12%	829	0	0.0%	Q2 2026	Jul 16, 2026
VISTA CAPITAL PARTNERS, INC.	History	No change	3,173	306	0.03%	0.03%	830	0	0.0%	Q2 2026	Jul 23, 2026
Clarity Wealth Development LLC	History	No change	3,168	305	0.17%	0.17%	831	0	0.0%	Q2 2026	Jul 27, 2026
MARIPAU WEALTH MANAGEMENT LLC	History	No change	3,143	303	0.11%	0.11%	832	0	0.0%	Q2 2026	Aug 11, 2026
Mayfair Advisory Group, LLC	History	No change	3,382	301	0.09%	0.09%	833	0	0.0%	Q2 2026	Aug 11, 2026
ANCHOR CAPITAL ADVISORS LLC	History	No change	3,117	300	0.01%	0.01%	834	0	0.0%	Q2 2026	Aug 05, 2026
Thrive Wealth Management, LLC	History	No change	3,033	292	0.04%	0.04%	835	0	0.0%	Q2 2026	Jul 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	2,974	286	0.0%	0.0%	836	0	0.0%	Q2 2026	Jul 28, 2026
Zhang Financial LLC	History	No change	2,957	285	0.01%	0.01%	837	0	0.0%	Q2 2026	Jul 30, 2026
Main Street Financial Solutions, LLC	History	No change	2,952	284	0.02%	0.02%	838	0	0.0%	Q2 2026	Aug 07, 2026
Clark Asset Management, LLC	History	No change	2,945	284	0.02%	0.02%	839	0	0.0%	Q2 2026	Jul 07, 2026
Aspen Capital Management, LLC	History	No change	2,938	283	0.06%	0.06%	840	0	0.0%	Q2 2026	Aug 04, 2026
Petersen Hastings Wealth Advisors Inc.	History	No change	2,942	283	0.02%	0.02%	841	0	0.0%	Q2 2026	Jul 17, 2026
Pioneer Wealth Management Group	History	New	2,991	281	0.07%	—	842	+2,991	New	Q3 2026	Oct 08, 2026
Revolve Wealth Partners, LLC	History	No change	2,902	279	0.03%	0.03%	843	0	0.0%	Q2 2026	Jul 09, 2026
CLARIS ADVISORS, LLC / MO /	History	No change	2,872	277	0.07%	0.07%	844	0	0.0%	Q2 2026	Jul 21, 2026
Fisher Asset Management, LLC	History	No change	2,844	274	0.0%	0.0%	845	0	0.0%	Q2 2026	Aug 04, 2026
MAINSAIL ASSET MANAGEMENT, LLC	History	No change	3,026	270	0.11%	0.11%	846	0	0.0%	Q2 2026	Aug 12, 2026
Lutz Financial Services LLC	History	No change	2,767	267	0.02%	0.02%	847	0	0.0%	Q2 2026	Aug 05, 2026
E6 Portfolios, LLC	History	No change	2,767	266	0.21%	0.21%	848	0	0.0%	Q2 2026	Aug 10, 2026
Advisory Solutions Group, LLC	History	No change	2,740	264	0.09%	0.09%	849	0	0.0%	Q2 2026	Jul 29, 2026
ALKEME WEALTH, LLC	History	No change	2,802	263	0.1%	0.1%	850	0	0.0%	Q3 2026	Oct 07, 2026
Caerus Investment Advisors, LLC	History	No change	2,727	263	0.09%	0.09%	851	0	0.0%	Q2 2026	Aug 14, 2026
Turner Financial Group, Inc.	History	No change	2,718	262	0.26%	0.26%	852	0	0.0%	Q2 2026	Aug 14, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	2,731	260	0.0%	0.0%	853	0	0.0%	Q2 2026	Aug 10, 2026
Meridian Wealth Management, LLC	History	No change	2,695	260	0.01%	0.01%	854	0	0.0%	Q2 2026	Aug 05, 2026
JM2 Capital Inc.	History	No change	2,655	256	0.18%	0.18%	855	0	0.0%	Q2 2026	Jul 21, 2026
Fulcrum Equity Management	History	No change	2,638	254	0.19%	0.19%	856	0	0.0%	Q2 2026	Jul 09, 2026
COGENT STRATEGIC WEALTH LLC	History	No change	2,641	254	0.24%	0.24%	857	0	0.0%	Q2 2026	Aug 11, 2026
Community Bank, N.A.	History	No change	2,624	253	0.03%	0.03%	858	0	0.0%	Q2 2026	Aug 13, 2026
Avise Financial Cooperative, Inc.	History	No change	2,589	249	0.18%	0.18%	859	0	0.0%	Q2 2026	Aug 06, 2026
Greenwich Wealth Management LLC	History	No change	2,549	246	0.01%	0.01%	860	0	0.0%	Q2 2026	Aug 12, 2026
Vistica Wealth Advisors, LLC	History	No change	2,555	246	0.21%	0.21%	861	0	0.0%	Q2 2026	Jul 27, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	2,547	245	0.02%	0.02%	862	0	0.0%	Q2 2026	Jul 13, 2026
Gerber Kawasaki Wealth & Investment Management	History	No change	2,549	245	0.01%	0.01%	863	0	0.0%	Q2 2026	Aug 07, 2026
Colonial Trust Co / SC	History	No change	2,547	245	0.03%	0.03%	864	0	0.0%	Q2 2026	Aug 11, 2026
Barnes Wealth Management Group, Inc	History	No change	2,531	244	0.11%	0.11%	865	0	0.0%	Q2 2026	Jul 24, 2026
Impact Partnership Wealth, LLC	History	No change	2,521	243	0.02%	0.02%	866	0	0.0%	Q2 2026	Jul 29, 2026
Steffes Financial, Ltd.	History	No change	2,526	243	0.1%	0.1%	867	0	0.0%	Q2 2026	Aug 14, 2026
Alteri Wealth LLC	History	No change	2,487	239	0.07%	0.07%	868	0	0.0%	Q2 2026	Jul 29, 2026
RWA WEALTH PARTNERS, LLC	History	No change	2,470	238	0.0%	0.0%	869	0	0.0%	Q2 2026	Aug 07, 2026
FIDUCIENT ADVISORS LLC	History	No change	2,433	234	0.03%	0.03%	870	0	0.0%	Q2 2026	Aug 07, 2026
First Heartland Consultants, Inc.	History	Reduced	2,482	233	0.02%	0.02%	871	-24	-0.96%	Q3 2026	Oct 08, 2026
LANDMARK WEALTH MANAGEMENT, INC.	History	No change	2,418	233	0.08%	0.08%	872	0	0.0%	Q2 2026	Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	2,400	231	0.01%	0.01%	873	0	0.0%	Q2 2026	Jul 20, 2026
CVA Family Office, LLC	History	No change	2,402	231	0.02%	0.02%	874	0	0.0%	Q2 2026	Aug 07, 2026
Arrowroot Family Office, LLC	History	No change	2,395	231	0.07%	0.07%	875	0	0.0%	Q2 2026	Aug 06, 2026
Inspire Advisors, LLC	History	No change	2,449	230	0.02%	0.02%	876	0	0.0%	Q2 2026	Aug 13, 2026
Tufton Capital Management	History	No change	2,375	229	0.04%	0.04%	877	0	0.0%	Q2 2026	Jul 27, 2026
Cornerstone Management, Inc.	History	No change	2,365	228	0.03%	0.03%	878	0	0.0%	Q2 2026	Jul 16, 2026
NewEdge Wealth, LLC	History	No change	2,361	227	0.0%	0.0%	879	0	0.0%	Q2 2026	Aug 10, 2026
Copley Financial Group, Inc.	History	No change	2,343	226	0.14%	0.14%	880	0	0.0%	Q2 2026	Aug 11, 2026
Everhart Financial Group, Inc.	History	Added to	2,371	222	0.01%	0.01%	881	+286	13.72%	Q3 2026	Oct 08, 2026
Delos Wealth Advisors, LLC	History	No change	2,303	222	0.11%	0.11%	882	0	0.0%	Q2 2026	Aug 14, 2026
Regatta Research & Money Management	History	No change	2,291	221	0.21%	0.21%	883	0	0.0%	Q2 2026	Aug 11, 2026
Fermata Advisors, LLC	History	No change	2,276	219	0.04%	0.04%	884	0	0.0%	Q2 2026	Jul 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	2,240	216	0.01%	0.01%	885	0	0.0%	Q2 2026	Aug 04, 2026
Cerity Partners Retirement Plan Advisors LLC	History	No change	2,246	216	0.09%	0.09%	886	0	0.0%	Q2 2026	Aug 14, 2026
Hexagon Capital Partners LLC	History	No change	2,220	214	0.03%	0.03%	887	0	0.0%	Q2 2026	Aug 06, 2026
Freedom Investment Management, Inc.	History	No change	2,216	213	0.06%	0.06%	888	0	0.0%	Q2 2026	Aug 10, 2026
Global Trust Wealth Management LLC	History	No change	2,211	213	0.15%	0.15%	889	0	0.0%	Q2 2026	Jul 16, 2026
GUYASUTA INVESTMENT ADVISORS INC	History	No change	2,206	212	0.01%	0.01%	890	0	0.0%	Q2 2026	Jul 20, 2026
Kennebec Savings Bank	History	No change	2,205	212	0.17%	0.17%	891	0	0.0%	Q2 2026	Jul 13, 2026
Capital Investment Advisors, LLC	History	No change	2,187	211	0.0%	0.0%	892	0	0.0%	Q2 2026	Aug 06, 2026
Hedeker Wealth, LLC	History	No change	2,191	211	0.04%	0.04%	893	0	0.0%	Q2 2026	Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	2,185	210	0.01%	0.01%	894	0	0.0%	Q2 2026	Jul 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	2,169	209	0.01%	0.01%	895	0	0.0%	Q2 2026	Aug 11, 2026
Yardley Wealth Management LLC	History	No change	2,163	208	0.09%	0.09%	896	0	0.0%	Q2 2026	Jul 16, 2026
Midwest Financial Network, LLC	History	No change	2,128	205	0.14%	0.14%	897	0	0.0%	Q2 2026	Jul 07, 2026
CHAPIN DAVIS, INC.	History	Reduced	2,132	200	0.04%	0.04%	898	-181	-7.83%	Q3 2026	Oct 08, 2026
HUNTINGTON NATIONAL BANK	History	No change	1,907	184	0.0%	0.0%	899	0	0.0%	Q2 2026	Aug 13, 2026
Arlington Trust Co LLC	History	No change	1,570	151	0.01%	0.01%	900	0	0.0%	Q2 2026	Jul 07, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	1,397	134	0.01%	0.01%	901	0	0.0%	Q2 2026	Jul 28, 2026
Kingdom Financial Group LLC.	History	No change	1,368	131	0.03%	0.03%	902	0	0.0%	Q2 2026	Aug 07, 2026
TFC Financial Management, Inc.	History	No change	1,327	128	0.01%	0.01%	903	0	0.0%	Q2 2026	Jul 23, 2026
Salomon & Ludwin, LLC	History	No change	1,358	127	0.01%	0.01%	904	0	0.0%	Q2 2026	Aug 07, 2026
Ares Financial Consulting, LLC	History	No change	1,318	127	0.09%	0.09%	905	0	0.0%	Q2 2026	Jul 09, 2026
BESSEMER GROUP INC	History	No change	1,291	124	0.0%	0.0%	906	0	0.0%	Q2 2026	Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	1,266	122	0.03%	0.03%	907	0	0.0%	Q2 2026	Sep 02, 2026
Tidemark, LLC	History	No change	1,272	122	0.03%	0.03%	908	0	0.0%	Q2 2026	Aug 10, 2026
Geneos Wealth Management Inc.	History	No change	1,253	120	0.0%	0.0%	909	0	0.0%	Q2 2026	Aug 06, 2026
Clearstead Advisors, LLC	History	No change	1,190	114	0.0%	0.0%	910	0	0.0%	Q2 2026	Aug 06, 2026
Russell Investments Group, Ltd.	History	No change	1,148	110	0.0%	0.0%	911	0	0.0%	Q2 2026	Aug 06, 2026
Bank of New Hampshire	History	Added to	1,123	105	0.02%	0.01%	913	+676	151.23%	Q3 2026	Oct 06, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	1,093	105	0.01%	0.01%	912	0	0.0%	Q2 2026	Jul 29, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	1,051	101	0.0%	0.0%	914	0	0.0%	Q2 2026	Aug 06, 2026
Johnson Financial Group, Inc.	History	No change	1,029	99	0.0%	0.0%	915	0	0.0%	Q2 2026	Aug 10, 2026
LGT Financial Advisors LLC	History	No change	997	96	0.51%	0.51%	916	0	0.0%	Q2 2026	Jul 24, 2026
MATHER GROUP, LLC.	History	No change	992	95	0.0%	0.0%	917	0	0.0%	Q2 2026	Jul 27, 2026
Transamerica Financial Advisors, LLC	History	No change	920	88	0.01%	0.01%	918	0	0.0%	Q2 2026	Aug 14, 2026
Strive Financial Group ,LLC	History	No change	911	87	0.04%	0.04%	919	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Wealth Partners, Ltd.	History	No change	847	81	0.01%	0.01%	920	0	0.0%	Q2 2026	Aug 12, 2026
MeadowBrook Investment Advisors LLC	History	No change	838	80	0.06%	0.06%	921	0	0.0%	Q2 2026	Jul 20, 2026
Spire Wealth Management	History	No change	768	74	0.0%	0.0%	922	0	0.0%	Q2 2026	Jul 15, 2026
HHM Wealth Advisors, LLC	History	No change	680	65	0.01%	0.01%	923	0	0.0%	Q2 2026	Jul 13, 2026
Rossby Financial, LCC	History	No change	673	64	0.01%	0.01%	924	0	0.0%	Q2 2026	Aug 04, 2026
PlanVest Financial, Inc	History	No change	626	60	0.04%	0.04%	925	0	0.0%	Q2 2026	Aug 10, 2026
VANGUARD ADVISERS INC	History	No change	621	59	0.0%	0.0%	926	0	0.0%	Q2 2026	Aug 13, 2026
MidFirst Bank	History	No change	616	59	0.0%	0.0%	927	0	0.0%	Q2 2026	Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	597	57	0.03%	0.03%	928	0	0.0%	Q2 2026	Jul 21, 2026
TD Waterhouse Canada Inc.	History	No change	600	54	0.0%	0.0%	929	0	0.0%	Q2 2026	Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	531	51	0.0%	0.0%	930	0	0.0%	Q2 2026	Aug 13, 2026
Glass Jacobson Investment Advisors llc	History	No change	537	51	0.02%	0.02%	931	0	0.0%	Q2 2026	Jul 30, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	508	49	0.0%	0.0%	932	0	0.0%	Q2 2026	Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	500	48	0.0%	0.0%	933	0	0.0%	Q2 2026	Jul 24, 2026
CNB Bank	History	No change	477	46	0.02%	0.02%	934	0	0.0%	Q2 2026	Aug 06, 2026
TIAA Wealth Investment Management LLC	History	No change	476	45	0.0%	0.0%	935	0	0.0%	Q2 2026	Aug 10, 2026
BARRETT & COMPANY, INC.	History	No change	447	43	0.01%	0.01%	936	0	0.0%	Q2 2026	Jul 24, 2026
Collier Financial	History	No change	447	43	0.03%	0.03%	937	0	0.0%	Q2 2026	Jul 30, 2026
Synergy Investment Management, LLC	History	No change	440	42	0.01%	0.01%	938	0	0.0%	Q2 2026	Aug 14, 2026
FIRST COMMUNITY TRUST NA	History	No change	443	41	0.01%	0.02%	939	0	0.0%	Q3 2026	Oct 07, 2026
Tanglewood Legacy Advisors, LLC	History	No change	435	41	0.01%	0.01%	940	0	0.0%	Q2 2026	Aug 10, 2026
Abound Wealth Management	History	No change	406	39	0.01%	0.01%	941	0	0.0%	Q2 2026	Jul 10, 2026
NorthAvenue LLC	History	No change	413	39	0.03%	0.03%	942	0	0.0%	Q2 2026	Jul 21, 2026
Investors Research Corp	History	New	411	38	0.01%	—	944	+411	New	Q3 2026	Oct 07, 2026
Banque Transatlantique SA	History	No change	397	38	0.0%	0.0%	943	0	0.0%	Q2 2026	Jul 30, 2026
Capital Investment Advisory Services, LLC	History	No change	380	36	0.0%	0.0%	945	0	0.0%	Q2 2026	Jul 23, 2026
BFSG, LLC	History	No change	369	35	0.0%	0.0%	946	0	0.0%	Q2 2026	Jul 20, 2026
GAMMA Investing LLC	History	No change	377	35	0.0%	0.0%	947	0	0.0%	Q3 2026	Oct 08, 2026
Fourth Dimension Wealth, LLC	History	No change	363	35	0.01%	0.01%	948	0	0.0%	Q2 2026	Jul 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	350	33	0.0%	0.0%	949	0	0.0%	Q2 2026	Aug 13, 2026
Archer Investment Corp	History	No change	320	30	0.01%	0.01%	950	0	0.0%	Q2 2026	Aug 03, 2026
Key Capital Management, INC	History	No change	315	30	0.02%	0.02%	951	0	0.0%	Q2 2026	Jul 27, 2026
Key FInancial Inc	History	No change	302	29	0.0%	0.0%	952	0	0.0%	Q2 2026	Jul 24, 2026
HM PAYSON & CO	History	No change	284	27	0.0%	0.0%	953	0	0.0%	Q2 2026	Jul 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	289	27	0.01%	0.01%	954	0	0.0%	Q2 2026	Jul 17, 2026
JFS WEALTH ADVISORS, LLC	History	No change	276	26	0.0%	0.0%	955	0	0.0%	Q2 2026	Jul 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	274	26	0.0%	0.0%	956	0	0.0%	Q2 2026	Jul 08, 2026
Triumph Capital Management	History	No change	275	26	0.0%	0.0%	957	0	0.0%	Q2 2026	Jul 20, 2026
Cranbrook Wealth Management, LLC	History	No change	246	23	0.0%	0.0%	958	0	0.0%	Q2 2026	Aug 06, 2026
Ascentis Independent Advisors	History	No change	247	23	0.06%	0.06%	959	0	0.0%	Q2 2026	Aug 04, 2026
Ascentis Wealth Management, LLC	History	No change	235	22	0.0%	0.0%	960	0	0.0%	Q2 2026	Jul 30, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	234	22	0.01%	0.01%	961	0	0.0%	Q2 2026	Aug 14, 2026
Ancora Advisors LLC	History	No change	220	21	0.0%	0.0%	962	0	0.0%	Q2 2026	Aug 14, 2026
Blue Trust, Inc.	History	No change	210	20	0.0%	0.0%	963	0	0.0%	Q2 2026	Jul 21, 2026
Godfrey Financial Associates, Inc.	History	No change	214	20	0.02%	0.02%	964	0	0.0%	Q2 2026	Aug 11, 2026
GHP Investment Advisors, Inc.	History	No change	189	18	0.0%	0.0%	965	0	0.0%	Q2 2026	Jul 17, 2026
FAS Wealth Partners, Inc.	History	No change	182	17	0.0%	0.0%	966	0	0.0%	Q2 2026	Jul 29, 2026
Oakworth Capital, Inc.	History	No change	178	16	0.0%	0.0%	967	0	0.0%	Q2 2026	Jul 22, 2026
MCF Advisors LLC	History	No change	175	16	0.0%	0.0%	968	0	0.0%	Q2 2026	Aug 12, 2026
1620 INVESTMENT ADVISORS, INC.	History	No change	170	16	0.01%	0.01%	969	0	0.0%	Q2 2026	Jul 14, 2026
Silver Grove Financial Group, Inc.	History	No change	174	16	0.01%	0.01%	970	0	0.0%	Q2 2026	Aug 13, 2026
COUNTRY TRUST BANK	History	No change	163	15	0.0%	0.0%	971	0	0.0%	Q2 2026	Jul 15, 2026
AdvisorNet Financial, Inc	History	No change	150	14	0.0%	0.0%	972	0	0.0%	Q2 2026	Jul 23, 2026
GGM Financial LLC	History	No change	151	14	0.01%	0.01%	973	0	0.0%	Q2 2026	Jul 23, 2026
Raleigh Capital Management Inc.	History	No change	141	13	0.0%	0.0%	974	0	0.0%	Q2 2026	Jul 21, 2026
Monetary Solutions, Ltd	History	No change	125	12	0.01%	0.01%	975	0	0.0%	Q2 2026	Jul 23, 2026
Atomic Invest LLC	History	No change	129	12	0.0%	0.0%	976	0	0.0%	Q2 2026	Sep 25, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	115	11	0.0%	0.0%	977	0	0.0%	Q2 2026	Jul 27, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	117	11	0.01%	0.01%	978	0	0.0%	Q2 2026	Aug 13, 2026
LANARK FINANCIAL, INC.	History	No change	111	10	0.0%	0.0%	979	0	0.0%	Q2 2026	Jul 21, 2026
Glassman Wealth Services	History	No change	105	10	0.0%	0.0%	980	0	0.0%	Q2 2026	Aug 05, 2026
SBI Securities Co., Ltd.	History	No change	105	10	0.0%	0.0%	981	0	0.0%	Q2 2026	Jul 22, 2026
S&T BANK/PA	History	No change	97	9	0.0%	0.0%	982	0	0.0%	Q2 2026	Aug 12, 2026
Cordgrass Capital Advisors, LLC	History	No change	100	9	0.0%	0.0%	983	0	0.0%	Q2 2026	Aug 06, 2026
Basepoint Wealth LLC	History	No change	89	8	0.0%	0.0%	984	0	0.0%	Q2 2026	Aug 10, 2026
TRUST CO OF VERMONT	History	No change	75	7	0.0%	0.0%	985	0	0.0%	Q2 2026	Aug 07, 2026
American Capital Advisory, LLC	History	No change	74	7	0.0%	0.0%	986	0	0.0%	Q2 2026	Jul 28, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	75	7	0.0%	0.0%	987	0	0.0%	Q2 2026	Aug 07, 2026
GLENMEDE TRUST CO NA	History	No change	67	6	0.0%	0.0%	988	0	0.0%	Q2 2026	Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	68	6	0.0%	0.0%	989	0	0.0%	Q2 2026	Aug 12, 2026
Montgomery Financial Services LLC	History	No change	71	6	0.01%	0.01%	990	0	0.0%	Q2 2026	Aug 12, 2026
Tradewinds Capital Management, LLC	History	No change	58	5	0.0%	0.0%	991	0	0.0%	Q2 2026	Jul 23, 2026
Realta Investment Advisors	History	No change	56	5	0.0%	0.0%	992	0	0.0%	Q2 2026	Jul 20, 2026
LifeSteps Financial, Inc.	History	No change	52	5	0.0%	0.0%	993	0	0.0%	Q2 2026	Jul 17, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	No change	62	5	0.0%	0.0%	994	0	0.0%	Q2 2026	Aug 14, 2026
HFM Investment Advisors, LLC	History	No change	62	5	0.0%	0.0%	995	0	0.0%	Q2 2026	Aug 04, 2026
Robinswood Financial LLC	History	No change	56	5	0.0%	0.0%	996	0	0.0%	Q2 2026	Jul 14, 2026
Pacific Center for Financial Services	History	No change	43	4	0.0%	0.0%	997	0	0.0%	Q2 2026	Aug 05, 2026
Golden State Wealth Management, LLC	History	No change	50	4	0.0%	0.0%	998	0	0.0%	Q2 2026	Jul 22, 2026
Cornerstone Planning Group LLC	History	No change	44	4	0.0%	0.0%	999	0	0.0%	Q2 2026	Jul 29, 2026
Downshift Financial, LLC	History	No change	45	4	0.0%	0.0%	1000	0	0.0%	Q2 2026	Aug 12, 2026
Institute for Wealth Management, LLC.	History	No change	33	3	0.0%	0.0%	1001	0	0.0%	Q2 2026	Jul 28, 2026
Networth Advisors, LLC	History	No change	33	3	0.0%	0.0%	1002	0	0.0%	Q2 2026	Jul 22, 2026
CX Institutional	History	Reduced	23	2	0.0%	0.0%	1003	-388	-94.4%	Q3 2026	Oct 02, 2026
Addison Advisors LLC	History	No change	27	2	0.0%	0.0%	1004	0	0.0%	Q2 2026	Aug 10, 2026
Copia Wealth Management	History	No change	26	2	0.0%	0.0%	1005	0	0.0%	Q2 2026	Aug 17, 2026
NBT BANK, N.A.	History	No change	12	1	0.0%	0.0%	1006	0	0.0%	Q2 2026	Jul 29, 2026
Wilmington Savings Fund Society, FSB	History	No change	15	1	0.0%	0.0%	1007	0	0.0%	Q2 2026	Jul 28, 2026
Reyes Financial Architecture, Inc.	History	No change	17	1	0.0%	0.0%	1008	0	0.0%	Q2 2026	Jul 16, 2026
Anchor Bay Capital, Inc.	History	No change	13	1	0.0%	0.0%	1009	0	0.0%	Q2 2026	Aug 11, 2026
Cassilly Financial Group LLC	History	Closed out	0	0	—	0.44%	—	-6,220	-100.0%	Q3 2026	Oct 07, 2026
PARK NATIONAL CORP /OH/	History	Closed out	0	0	—	0.01%	—	-3,195	-100.0%	Q3 2026	Oct 05, 2026
Intelligence Driven Advisers, LLC	History	Closed out	0	0	—	0.03%	—	-2,105	-100.0%	Q3 2026	Oct 09, 2026
EASTERN BANK	History	Closed out	0	0	—	—	—	-8	-100.0%	Q3 2026	Oct 05, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Lloyd Advisory Services, LLC.	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Cape Investment Advisory, Inc.	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Jul 23, 2026
Lodestone Wealth Management LLC	History	No change	8	0	—	—	—	0	0.0%	Q2 2026	Jul 23, 2026
Westfuller Advisors, LLC	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Jul 29, 2026
Keating Financial Advisory Services, Inc.	History	No change	8	0	—	—	—	0	0.0%	Q2 2026	Aug 11, 2026