Capital Group Growth ETF - CGGR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 59,907,998 | 2,827,657 | 0.64% | 0.64% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 32,389,025 | 1,528,762 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 28,132,325 | 1,327,845 | 18.72% | 18.72% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,573,566 | 829,472 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,561,408 | 781,698 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,206,980 | 764,969 | 0.21% | 0.21% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,478,055 | 683,364 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,948,665 | 658,376 | 0.83% | 0.83% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,105,474 | 618,578 | 0.33% | 0.33% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,551,154 | 528,827 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 10,594,267 | 500,049 | 0.46% | 0.46% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,164,905 | 432,604 | 0.51% | 0.51% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,268,130 | 390,255 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,918,375 | 279,347 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forge Financial Services LLC | History | No change | 5,516,760 | 260,390 | 22.43% | 22.43% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 5,452,603 | 257,362 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 5,096,833 | 240,571 | 0.56% | 0.56% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,179,335 | 197,264 | 0.4% | 0.4% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,018,181 | 189,658 | 0.61% | 0.61% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,911,584 | 137,431 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 2,846,782 | 134,368 | 4.34% | 4.34% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,824,513 | 133,317 | 2.58% | 2.58% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,733,600 | 129,024 | 1.18% | 1.18% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,602,111 | 121,804 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 2,262,117 | 106,822 | 0.44% | 0.44% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,228,768 | 105,197 | 1.89% | 1.89% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,187,427 | 103,246 | 0.14% | 0.14% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 2,055,511 | 97,020 | 0.44% | 0.44% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,022,745 | 95,473 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 1,986,506 | 93,763 | 8.37% | 8.37% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Merit Financial Group, LLC | History | No change | 1,930,814 | 91,134 | 0.56% | 0.56% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,728,825 | 81,600 | 0.87% | 0.87% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,604,940 | 75,753 | 0.23% | 0.23% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,531,893 | 72,305 | 17.29% | 17.29% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,444,828 | 67,993 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JSF Financial, LLC | History | No change | 1,439,179 | 67,929 | 10.75% | 10.75% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 1,430,786 | 67,533 | 7.54% | 7.54% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,412,527 | 66,671 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | No change | 1,405,335 | 66,331 | 0.96% | 0.96% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,396,166 | 65,898 | 1.04% | 1.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,340,317 | 63,262 | 1.81% | 1.81% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aprio Wealth Management, LLC | History | No change | 1,340,131 | 63,254 | 3.12% | 3.12% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,324,736 | 62,527 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,316,937 | 62,159 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,116,891 | 52,717 | 0.45% | 0.45% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 1,113,600 | 52,561 | 9.91% | 9.91% | 46 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 934,072 | 44,088 | 11.06% | 11.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 925,166 | 43,667 | 0.59% | 0.59% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | No change | 889,658 | 41,991 | 5.05% | 5.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 888,354 | 41,930 | 0.25% | 0.25% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 885,322 | 41,787 | 0.64% | 0.64% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 879,733 | 41,523 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 852,025 | 40,215 | 12.6% | 12.6% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 821,015 | 38,751 | 1.03% | 1.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 818,413 | 38,629 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 808,798 | 38,175 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 801,949 | 37,851 | 4.31% | 4.31% | 57 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 796,941 | 37,615 | 14.61% | 14.61% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 760,133 | 35,878 | 1.26% | 1.26% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 741,703 | 35,008 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 740,320 | 34,943 | 0.3% | 0.3% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 738,782 | 34,870 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Science Advisors LLC | History | No change | 715,819 | 33,786 | 15.02% | 15.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 688,721 | 32,507 | 0.62% | 0.62% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 671,322 | 31,686 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BESSEMER GROUP INC | History | No change | 618,015 | 29,170 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAM Advisory, LLC | History | No change | 617,766 | 29,158 | 5.68% | 5.68% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | No change | 604,049 | 28,511 | 0.51% | 0.51% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | No change | 600,338 | 28,335 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 596,270 | 28,143 | 0.57% | 0.57% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tribridge Partners Financial LLC | History | No change | 628,455 | 28,016 | 10.98% | 10.98% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 591,617 | 27,924 | 0.57% | 0.57% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 553,097 | 26,106 | 2.9% | 2.9% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 544,477 | 25,699 | 4.86% | 4.86% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 537,947 | 25,391 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Council, LLC | History | No change | 516,393 | 24,373 | 7.91% | 7.91% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 504,313 | 23,803 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 500,616 | 23,629 | 1.18% | 1.18% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Greenbush Financial Group, LLC | History | No change | 496,641 | 23,441 | 6.89% | 6.89% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 486,484 | 22,962 | 0.26% | 0.26% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 486,421 | 22,959 | 1.05% | 1.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 485,351 | 22,908 | 0.53% | 0.53% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 480,715 | 22,689 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 469,504 | 22,268 | 1.64% | 1.59% | 84 | +26,343 | 5.94% | Q3 2026 | Oct 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 465,338 | 21,963 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Souders Financial Advisors | History | No change | 455,871 | 21,517 | 2.16% | 2.16% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 437,425 | 20,646 | 5.4% | 5.4% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Challenger Wealth Management | History | No change | 429,347 | 20,265 | 14.92% | 14.92% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kera Capital Partners, Inc. | History | No change | 420,261 | 19,836 | 1.9% | 1.9% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 414,707 | 19,574 | 0.74% | 0.74% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 404,589 | 19,189 | 0.14% | 0.16% | 91 | -33,921 | -7.74% | Q3 2026 | Oct 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 405,900 | 19,158 | 0.23% | 0.23% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 400,000 | 18,880 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 399,796 | 18,870 | 0.36% | 0.36% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 399,468 | 18,854 | 1.79% | 1.79% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 398,621 | 18,814 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 398,816 | 18,633 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 387,263 | 18,278 | 8.38% | 8.38% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 381,423 | 18,003 | 0.61% | 0.61% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ferguson Shapiro LLC | History | No change | 377,053 | 17,796 | 5.21% | 5.21% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 372,036 | 17,560 | 1.81% | 1.81% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 370,723 | 17,498 | 0.71% | 0.71% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 364,052 | 17,183 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 358,394 | 16,916 | 0.87% | 0.87% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 352,779 | 16,651 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 409,953 | 16,476 | 10.91% | 10.91% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLG LLC | History | No change | 348,324 | 16,440 | 3.61% | 3.61% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Michael Brady & Co., LLC | History | No change | 346,498 | 16,354 | 14.43% | 14.43% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 341,589 | 16,123 | 4.57% | 4.57% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 330,248 | 15,587 | 1.01% | 1.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 328,902 | 15,524 | 0.38% | 0.38% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballew Advisors, Inc | History | Added to | 312,266 | 14,929 | 7.42% | 7.33% | 112 | +7,546 | 2.48% | Q3 2026 | Oct 05, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 314,234 | 14,831 | 8.57% | 8.57% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 297,842 | 14,058 | 3.41% | 3.41% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 297,114 | 14,023 | 1.32% | 1.32% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 326,013 | 14,011 | 0.67% | 0.67% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 293,910 | 13,872 | 3.23% | 3.23% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 286,345 | 13,515 | 1.5% | 1.5% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 284,658 | 13,435 | 6.35% | 6.35% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Armor Investment Advisors, LLC | History | No change | 281,913 | 13,306 | 4.27% | 4.27% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KPP Advisory Services LLC | History | No change | 280,651 | 13,246 | 1.68% | 1.68% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compton Financial Group, LLC | History | No change | 279,114 | 13,174 | 2.54% | 2.54% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McCollum Christoferson Group LLC | History | No change | 295,409 | 13,161 | 3.86% | 3.86% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LongView Wealth Management | History | No change | 269,258 | 12,708 | 3.26% | 3.26% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 267,941 | 12,646 | 2.39% | 2.39% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 266,889 | 12,597 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investments & Financial Planning, LLC | History | No change | 261,680 | 12,351 | 5.85% | 5.85% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 261,134 | 12,325 | 6.77% | 6.77% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Security Advisor, Inc. | History | No change | 260,075 | 12,282 | 2.0% | 2.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 254,782 | 12,025 | 0.14% | 0.14% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coign Capital Advisors LLC | History | No change | 252,969 | 11,940 | 5.37% | 5.37% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 251,224 | 11,857 | 0.45% | 0.45% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 251,018 | 11,848 | 0.22% | 0.22% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 250,564 | 11,826 | 5.46% | 5.46% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 249,288 | 11,766 | 1.06% | 1.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 247,649 | 11,689 | 5.98% | 5.98% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 247,507 | 11,682 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 246,953 | 11,656 | 0.75% | 0.75% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 245,679 | 11,500 | 0.37% | 0.37% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 243,198 | 11,478 | 3.23% | 3.23% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 241,617 | 11,404 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 237,034 | 11,188 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 236,593 | 11,167 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 232,682 | 10,982 | 0.36% | 0.36% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 244,654 | 10,904 | 0.81% | 0.81% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 230,594 | 10,884 | 5.99% | 5.99% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 229,793 | 10,846 | 0.14% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 229,587 | 10,836 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 229,479 | 10,831 | 2.94% | 2.94% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 227,039 | 10,716 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boyer Financial Services, Inc. | History | No change | 229,402 | 10,674 | 9.01% | 9.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| tru Independence LLC | History | No change | 223,661 | 10,556 | 4.62% | 4.62% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 222,317 | 10,478 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 220,603 | 10,412 | 0.13% | 0.13% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 220,429 | 10,404 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BetterWealth, LLC | History | No change | 219,968 | 10,382 | 1.84% | 1.84% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smith Thornton Advisors LLC | History | No change | 223,806 | 10,362 | 4.57% | 4.57% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 214,639 | 10,130 | 4.8% | 4.8% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 210,137 | 9,918 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 209,512 | 9,888 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burford Brothers, Inc. | History | No change | 208,999 | 9,864 | 3.62% | 3.62% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FULTON BANK, N.A. | History | No change | 208,231 | 9,828 | 0.3% | 0.3% | 162 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | No change | 206,047 | 9,725 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investmark Advisory Group LLC | History | No change | 204,766 | 9,664 | 3.67% | 3.67% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| APS Management Group, Inc. | History | No change | 197,599 | 9,326 | 7.17% | 7.17% | 165 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 197,050 | 9,300 | 0.6% | 0.6% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MRWM Advisors, LLC | History | No change | 196,670 | 9,282 | 3.81% | 3.81% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 191,298 | 9,029 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 191,144 | 9,027 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Troutman Wealth Management, LLC | History | No change | 190,987 | 9,014 | 6.94% | 6.94% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 190,242 | 8,979 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Wayfinding Financial, LLC | History | No change | 189,860 | 8,966 | 3.4% | 3.4% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 186,851 | 8,819 | 0.34% | 0.34% | 173 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 185,080 | 8,735 | 0.58% | 0.58% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 181,692 | 8,575 | 5.43% | 5.43% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 181,234 | 8,554 | 3.79% | 3.79% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 180,022 | 8,538 | 5.59% | 5.89% | 178 | -5,581 | -3.01% | Q3 2026 | Oct 06, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 180,904 | 8,538 | 5.38% | 5.38% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 180,590 | 8,523 | 4.91% | 4.91% | 179 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 179,197 | 8,458 | 0.77% | 0.77% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 178,267 | 8,414 | 0.45% | 0.45% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 177,670 | 8,386 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KWB Wealth | History | No change | 177,582 | 8,381 | 0.72% | 0.72% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Venture Visionary Partners LLC | History | Added to | 175,028 | 8,301 | 0.22% | 0.2% | 184 | +22,437 | 14.7% | Q3 2026 | Oct 07, 2026 |
| Sigma Planning Corp | History | No change | 175,411 | 8,280 | 0.21% | 0.21% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 175,366 | 8,277 | 0.51% | 0.51% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 172,323 | 8,133 | 1.58% | 1.58% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vawter Financial, Ltd. | History | No change | 171,017 | 8,071 | 3.04% | 3.04% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | No change | 168,863 | 7,970 | 0.4% | 0.4% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Equity Wealth Partners, LLC | History | No change | 168,796 | 7,967 | 2.86% | 2.86% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vigil Wealth Management, LLC | History | No change | 168,245 | 7,941 | 5.66% | 5.66% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Olistico Wealth, LLC | History | Added to | 167,041 | 7,922 | 3.31% | 3.31% | 192 | +2,904 | 1.77% | Q3 2026 | Oct 05, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 165,161 | 7,833 | 5.98% | 6.51% | 193 | -5,290 | -3.1% | Q3 2026 | Oct 07, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 165,676 | 7,819 | 5.21% | 5.21% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 5T Wealth, LLC | History | No change | 165,300 | 7,802 | 2.91% | 2.91% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 164,611 | 7,769 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 189,231 | 7,745 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 161,724 | 7,633 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 161,564 | 7,625 | 4.11% | 4.11% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 166,253 | 7,537 | 1.08% | 1.08% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 157,861 | 7,455 | 0.46% | 0.46% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 155,308 | 7,330 | 0.59% | 0.59% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 154,858 | 7,309 | 0.41% | 0.41% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lantz Financial LLC | History | No change | 154,731 | 7,303 | 1.34% | 1.34% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | No change | 153,394 | 7,240 | 0.25% | 0.25% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 149,416 | 7,052 | 5.4% | 5.4% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 148,267 | 6,998 | 0.93% | 0.93% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 147,520 | 6,962 | 0.33% | 0.33% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 146,019 | 6,892 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 145,831 | 6,883 | 0.12% | 0.12% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 145,575 | 6,871 | 2.6% | 2.6% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 142,651 | 6,733 | 2.93% | 2.93% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 142,181 | 6,710 | 0.4% | 0.4% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CWS Financial Advisors, LLC | History | No change | 141,395 | 6,673 | 1.48% | 1.48% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PKS Advisory Services, LLC | History | No change | 140,955 | 6,653 | 1.06% | 1.06% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 140,693 | 6,640 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 140,494 | 6,631 | 6.47% | 6.47% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 139,778 | 6,597 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 138,348 | 6,530 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Brookstone Capital Management | History | No change | 135,216 | 6,382 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINTRA WEALTH, LLC | History | No change | 133,023 | 6,317 | 0.33% | 0.33% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 133,747 | 6,312 | 0.08% | 0.08% | 222 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Magnus Financial Group LLC | History | No change | 132,931 | 6,274 | 0.44% | 0.44% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NWF Advisory Services Inc. | History | No change | 131,676 | 6,215 | 0.58% | 0.58% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Financial Advisory LLC | History | No change | 129,294 | 6,102 | 1.2% | 1.2% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 128,639 | 6,071 | 3.51% | 3.51% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 128,616 | 6,070 | 0.89% | 0.89% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 128,146 | 6,048 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 126,599 | 5,975 | 1.92% | 1.92% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 125,186 | 5,912 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNB Wealth Management, LLC | History | No change | 124,194 | 5,861 | 3.2% | 3.2% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Added to | 123,057 | 5,836 | 0.46% | 0.48% | 232 | +353 | 0.29% | Q3 2026 | Oct 07, 2026 |
| Vise Technologies, Inc. | History | No change | 121,347 | 5,727 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Accel Wealth Management | History | No change | 118,518 | 5,594 | 1.26% | 1.26% | 234 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 116,863 | 5,515 | 4.8% | 4.8% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 114,700 | 5,413 | 1.12% | 1.12% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 113,147 | 5,340 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 111,876 | 5,280 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 111,701 | 5,272 | 0.19% | 0.19% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bravera Wealth | History | No change | 109,516 | 5,169 | 1.98% | 1.98% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 108,296 | 5,111 | 2.7% | 2.7% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMG Wealth Management, Inc. | History | No change | 108,066 | 5,100 | 2.84% | 2.84% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 112,176 | 5,063 | 1.67% | 1.67% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 106,710 | 5,036 | 1.19% | 1.19% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 106,408 | 5,022 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 105,788 | 4,993 | 2.11% | 2.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 104,875 | 4,950 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 110,311 | 4,947 | 0.7% | 0.7% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 103,609 | 4,890 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Delta Investment Management, LLC | History | No change | 101,176 | 4,775 | 0.79% | 0.79% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurdan Capital Management, LLC | History | No change | 100,144 | 4,726 | 1.2% | 1.2% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 96,850 | 4,571 | 2.93% | 2.93% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 95,742 | 4,519 | 2.62% | 2.62% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 95,121 | 4,486 | 0.66% | 0.66% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 94,671 | 4,469 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 92,101 | 4,347 | 0.22% | 0.22% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 92,081 | 4,346 | 2.02% | 2.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elequin Capital, LP | History | No change | 91,935 | 4,339 | 0.13% | 0.13% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hopwood Nicholas Hunter | History | No change | 90,645 | 4,278 | 1.17% | 1.17% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 89,428 | 4,221 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Oxinas Partners, LLC | History | No change | 88,969 | 4,199 | 1.65% | 1.65% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Latitude Advisors, LLC | History | No change | 87,341 | 4,122 | 1.64% | 1.64% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 86,679 | 4,091 | 1.3% | 1.3% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Selby Wealth Management, LLC | History | No change | 86,443 | 4,080 | 1.45% | 1.45% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blueprint Investment Partners LLC | History | No change | 83,957 | 3,962 | 0.33% | 0.33% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 83,957 | 3,962 | 0.44% | 0.44% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 83,239 | 3,928 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 82,948 | 3,915 | 1.1% | 1.1% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 82,343 | 3,886 | 1.57% | 1.57% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alchemi Wealth, LLC | History | No change | 82,207 | 3,880 | 1.82% | 1.82% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 81,936 | 3,867 | 0.23% | 0.23% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 81,796 | 3,862 | 0.94% | 0.94% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 81,774 | 3,859 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 81,717 | 3,857 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Wealth Management Group, LLC | History | No change | 81,664 | 3,854 | 1.19% | 1.19% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 80,655 | 3,806 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Investments, LLC | History | No change | 80,000 | 3,776 | 0.42% | 0.42% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 78,858 | 3,722 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 78,790 | 3,718 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 78,702 | 3,714 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LeClair Wealth Partners LLC | History | No change | 78,654 | 3,712 | 1.92% | 1.92% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WARNER FINANCIAL, INC | History | No change | 78,372 | 3,699 | 1.09% | 1.09% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transcendent Capital Group LLC | History | No change | 77,660 | 3,665 | 1.43% | 1.43% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 76,491 | 3,610 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Timmons Wealth Management, LLC | History | No change | 76,257 | 3,599 | 2.63% | 2.63% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 76,234 | 3,598 | 1.42% | 1.42% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 74,082 | 3,496 | 0.5% | 0.5% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 73,635 | 3,475 | 0.61% | 0.61% | 288 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 73,195 | 3,454 | 0.84% | 0.84% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worthington Financial Partners, LLC | History | No change | 72,834 | 3,437 | 2.85% | 2.85% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 72,690 | 3,430 | 2.41% | 2.41% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lincoln Capital LLC | History | No change | 72,265 | 3,410 | 0.61% | 0.61% | 292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keystone Financial Group | History | No change | 69,522 | 3,281 | 0.19% | 0.19% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 69,284 | 3,270 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bill Few Associates, Inc. | History | No change | 69,239 | 3,268 | 0.7% | 0.7% | 295 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fjell Capital, LLC | History | No change | 68,042 | 3,211 | 2.19% | 2.19% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 67,512 | 3,186 | 0.24% | 0.24% | 297 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SG Americas Securities, LLC | History | No change | 67,400 | 3,181 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 66,459 | 3,136 | 0.19% | 0.19% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 66,409 | 3,134 | 0.73% | 0.73% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 68,294 | 3,044 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 68,294 | 3,044 | 0.05% | 0.05% | 302 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 64,202 | 3,030 | 0.85% | 0.85% | 303 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Expressive Wealth LLC | History | No change | 64,001 | 3,020 | 2.85% | 2.85% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 63,404 | 2,992 | 0.86% | 0.86% | 305 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Entruity Wealth, LLC | History | No change | 63,164 | 2,981 | 1.93% | 1.93% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 60,693 | 2,864 | 0.14% | 0.14% | 307 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | No change | 59,625 | 2,814 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AlphaCore Capital LLC | History | No change | 58,437 | 2,759 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 58,160 | 2,745 | 0.07% | 0.07% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 58,227 | 2,740 | 0.13% | 0.13% | 311 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 57,364 | 2,707 | 0.1% | 0.1% | 312 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 57,262 | 2,702 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 57,230 | 2,701 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | No change | 56,715 | 2,676 | 0.65% | 0.65% | 315 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Saxony Capital Management, LLC | History | No change | 55,568 | 2,622 | 1.2% | 1.2% | 316 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trinity Wealth Management, LLC | History | No change | 54,620 | 2,578 | 0.82% | 0.82% | 317 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 53,698 | 2,534 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 53,392 | 2,532 | 0.19% | 0.18% | 319 | -1,917 | -3.47% | Q3 2026 | Oct 05, 2026 |
| Visionary Wealth Advisors | History | No change | 52,080 | 2,458 | 0.1% | 0.1% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 52,036 | 2,456 | 0.77% | 0.77% | 321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gemmer Asset Management LLC | History | No change | 51,345 | 2,423 | 0.16% | 0.16% | 322 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 50,521 | 2,384 | 0.83% | 0.83% | 323 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 50,028 | 2,361 | 0.78% | 0.78% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 49,018 | 2,313 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 48,104 | 2,270 | 0.57% | 0.57% | 326 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 47,910 | 2,261 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 48,597 | 2,261 | 0.15% | 0.15% | 328 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 46,859 | 2,212 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Weil Company, Inc. | History | No change | 46,535 | 2,196 | 0.39% | 0.39% | 330 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 45,620 | 2,153 | 0.75% | 0.75% | 331 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fermata Advisors, LLC | History | No change | 44,828 | 2,115 | 0.43% | 0.43% | 332 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 44,732 | 2,111 | 0.17% | 0.17% | 333 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 44,059 | 2,079 | 0.76% | 0.76% | 334 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 44,057 | 2,079 | 0.07% | 0.07% | 335 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 41,748 | 1,970 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 41,501 | 1,958 | 0.06% | 0.06% | 337 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 41,474 | 1,957 | 1.6% | 1.6% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Junk Investment Group, LLC | History | No change | 41,480 | 1,957 | 0.87% | 0.87% | 339 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Platt Wealth Management LLC | History | No change | 41,221 | 1,945 | 1.56% | 1.56% | 340 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MSH Capital Advisors LLC | History | No change | 40,813 | 1,926 | 0.33% | 0.33% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial River Investments, LLC | History | No change | 40,663 | 1,919 | 0.55% | 0.55% | 342 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nautilus Advisors LLC | History | Added to | 39,912 | 1,893 | 1.15% | 1.11% | 343 | +35 | 0.09% | Q3 2026 | Oct 06, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 39,876 | 1,882 | 0.78% | 0.78% | 344 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mann Financial Group, Inc. | History | No change | 39,806 | 1,878 | 1.57% | 1.57% | 345 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 39,232 | 1,851 | 0.06% | 0.06% | 346 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westside Investment Management, Inc. | History | No change | 38,655 | 1,824 | 0.24% | 0.24% | 347 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 38,232 | 1,802 | 0.21% | 0.21% | 348 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 38,114 | 1,798 | 0.56% | 0.56% | 349 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Owen LaRue, LLC | History | No change | 37,828 | 1,785 | 0.62% | 0.62% | 350 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fiduciary Alliance LLC | History | No change | 37,379 | 1,764 | 0.12% | 0.12% | 351 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VICUS CAPITAL | History | No change | 37,085 | 1,750 | 0.11% | 0.11% | 352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 36,683 | 1,731 | 0.12% | 0.12% | 353 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 36,383 | 1,725 | 0.46% | 0.34% | 354 | +8,898 | 32.37% | Q3 2026 | Oct 02, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 36,488 | 1,722 | 0.34% | 0.34% | 355 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | No change | 36,041 | 1,701 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 35,914 | 1,695 | 0.25% | 0.25% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | No change | 35,526 | 1,676 | 0.18% | 0.18% | 358 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 35,489 | 1,675 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 35,386 | 1,670 | 0.48% | 0.48% | 360 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 35,158 | 1,659 | 0.77% | 0.77% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 34,778 | 1,649 | 0.11% | 0.11% | 362 | -104 | -0.3% | Q3 2026 | Oct 08, 2026 |
| Summit Global Investments | History | No change | 34,638 | 1,635 | 0.09% | 0.09% | 363 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Security Financial Services, INC. | History | No change | 33,795 | 1,595 | 0.22% | 0.22% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pines Wealth Management, LLC | History | No change | 33,297 | 1,571 | 0.45% | 0.45% | 365 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 33,266 | 1,570 | 0.23% | 0.23% | 366 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 33,114 | 1,562 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 32,714 | 1,544 | 0.07% | 0.07% | 368 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 32,232 | 1,521 | 0.11% | 0.11% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harborfront Financial Group LLC | History | No change | 31,686 | 1,495 | 5.64% | 5.64% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | No change | 31,373 | 1,480 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 31,302 | 1,477 | 0.28% | 0.28% | 372 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NavPoint Financial, Inc. | History | No change | 31,165 | 1,471 | 0.55% | 0.55% | 373 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 30,983 | 1,469 | 0.81% | — | 374 | +30,983 | New | Q3 2026 | Oct 07, 2026 |
| Peak Planning Group, LLC | History | No change | 29,761 | 1,404 | 0.32% | 0.32% | 375 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 29,663 | 1,400 | 0.18% | 0.18% | 376 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LexAurum Advisors, LLC | History | No change | 29,185 | 1,377 | 0.16% | 0.16% | 377 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Professional Financial Advisors, LLC | History | No change | 29,190 | 1,377 | 0.24% | 0.24% | 378 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 29,020 | 1,365 | 0.08% | 0.08% | 379 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rather & Kittrell, Inc. | History | No change | 28,817 | 1,360 | 0.19% | 0.19% | 380 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 28,860 | 1,350 | 0.07% | 0.07% | 381 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORDEN GROUP LLC | History | No change | 28,188 | 1,330 | 0.11% | 0.11% | 382 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vantus Wealth LLC | History | No change | 28,103 | 1,326 | 0.71% | 0.71% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Management Associates, Inc | History | No change | 28,089 | 1,325 | 0.27% | 0.27% | 384 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 28,011 | 1,322 | 0.47% | 0.47% | 385 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 27,181 | 1,282 | 0.59% | 0.59% | 386 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M Holdings Securities, Inc. | History | No change | 27,437 | 1,269 | 0.17% | 0.17% | 387 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 26,093 | 1,231 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,040 | 1,229 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 25,717 | 1,213 | 0.73% | 0.73% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearview Wealth Management LLC | History | No change | 25,617 | 1,209 | 0.78% | 0.78% | 391 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CGN Advisors LLC | History | No change | 25,407 | 1,199 | 0.09% | 0.09% | 392 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aspire Growth Partners LLC | History | No change | 25,397 | 1,198 | 0.7% | 0.7% | 393 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greenline Wealth Management LLC | History | No change | 25,340 | 1,196 | 0.98% | 0.98% | 394 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 25,101 | 1,184 | 0.05% | 0.05% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Melone Private Wealth, LLC | History | No change | 24,900 | 1,175 | 0.45% | 0.45% | 396 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Regal Investment Advisors LLC | History | No change | 24,493 | 1,156 | 0.06% | 0.06% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | No change | 24,401 | 1,147 | 0.54% | 0.54% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 23,772 | 1,122 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Northwest Financial Advisors | History | No change | 23,617 | 1,114 | 0.15% | 0.15% | 400 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 23,164 | 1,093 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 22,846 | 1,078 | 0.09% | 0.09% | 402 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Storen Legacy Partners, LLC | History | No change | 22,809 | 1,076 | 0.29% | 0.29% | 403 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Procyon Advisors, LLC | History | No change | 22,336 | 1,054 | 0.05% | 0.05% | 404 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 22,080 | 1,042 | 0.18% | 0.18% | 405 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Indivisible Partners | History | No change | 22,095 | 1,042 | 0.06% | 0.06% | 406 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merited Wealth, LLC | History | No change | 22,074 | 1,041 | 0.74% | 0.74% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 21,573 | 1,018 | 0.05% | 0.05% | 408 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 21,384 | 1,009 | 0.1% | 0.1% | 409 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CIM, LLC | History | No change | 20,413 | 963 | 0.12% | 0.12% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Planning LLC | History | No change | 19,864 | 938 | 0.27% | 0.27% | 411 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,868 | 937 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 19,386 | 915 | 0.59% | 0.59% | 413 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 19,255 | 908 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 19,223 | 907 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 19,136 | 903 | 0.34% | 0.34% | 416 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVFG LLC | History | No change | 18,938 | 893 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 18,934 | 893 | 0.73% | 0.73% | 418 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 18,879 | 891 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 18,668 | 881 | 0.22% | 0.22% | 420 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 18,182 | 858 | 0.53% | 0.53% | 421 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 17,901 | 844 | 0.06% | 0.06% | 422 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 17,868 | 843 | 0.08% | 0.08% | 423 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 17,548 | 828 | 0.13% | 0.13% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 17,441 | 823 | 0.22% | 0.22% | 425 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 17,320 | 817 | 0.14% | 0.14% | 426 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clearwave Capital, LLC | History | No change | 17,147 | 809 | 0.45% | 0.45% | 427 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 17,068 | 805 | 0.22% | 0.22% | 428 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BHK Investment Advisors, LLC | History | No change | 17,010 | 802 | 0.24% | 0.24% | 429 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 16,976 | 801 | 0.61% | 0.61% | 430 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RIA Advisory Group LLC | History | No change | 16,825 | 794 | 0.17% | 0.17% | 431 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 16,671 | 786 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 16,583 | 782 | 0.51% | 0.51% | 433 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 16,523 | 779 | 0.09% | 0.09% | 434 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUB Investment Partners, LLC | History | No change | 16,359 | 772 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 16,372 | 772 | 0.26% | 0.26% | 436 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 16,269 | 767 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProCore Advisors, LLC | History | No change | 16,263 | 767 | 0.95% | 0.95% | 438 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Alpha, LLC | History | No change | 16,130 | 761 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 15,968 | 753 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 15,938 | 752 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Processus Wealth & Capital Management, LLC | History | No change | 15,880 | 749 | 0.44% | 0.44% | 442 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | History | No change | 15,824 | 747 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | No change | 15,788 | 745 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 15,655 | 738 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Services, LLC | History | No change | 15,649 | 738 | 0.44% | 0.44% | 446 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 15,486 | 730 | 0.4% | 0.4% | 447 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RiverFront Investment Group, LLC | History | No change | 15,009 | 708 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 14,917 | 704 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 14,885 | 702 | 0.06% | 0.06% | 450 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 14,768 | 697 | 0.4% | 0.4% | 451 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 14,695 | 693 | 0.05% | 0.05% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 14,678 | 692 | 0.19% | 0.19% | 453 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bison Wealth, LLC | History | No change | 14,508 | 683 | 0.06% | 0.06% | 454 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HFG Advisors, Inc. | History | No change | 14,430 | 681 | 0.42% | 0.42% | 455 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 14,885 | 678 | 0.22% | 0.22% | 456 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Intrua Financial, LLC | History | No change | 14,312 | 675 | 0.06% | 0.06% | 457 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 13,938 | 657 | 0.35% | 0.35% | 458 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 13,653 | 644 | 0.55% | 0.55% | 459 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,568 | 640 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tudor Financial Inc. | History | No change | 13,331 | 629 | 0.28% | 0.28% | 461 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 13,289 | 627 | 0.14% | 0.14% | 462 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Warner Group LLC | History | No change | 13,291 | 627 | 0.15% | 0.15% | 463 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 13,229 | 624 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 13,059 | 616 | 0.29% | 0.29% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,960 | 611 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 12,958 | 611 | 0.14% | 0.14% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Balboa Wealth Partners | History | No change | 12,923 | 609 | 0.08% | 0.08% | 468 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 12,802 | 604 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 12,749 | 600 | 0.17% | 0.17% | 470 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Core Wealth Partners LLC | History | No change | 12,638 | 596 | 0.25% | 0.25% | 471 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 12,533 | 591 | 0.07% | 0.07% | 472 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 12,533 | 591 | 0.05% | 0.05% | 473 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trilogy Capital Inc. | History | No change | 12,182 | 574 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GSG Advisors LLC | History | No change | 11,821 | 557 | 0.12% | 0.12% | 475 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 11,798 | 556 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 11,482 | 541 | 0.11% | 0.11% | 477 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 11,374 | 536 | 0.22% | 0.22% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthSpring Partners, LLC | History | No change | 11,330 | 534 | 0.46% | 0.46% | 479 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 11,259 | 531 | 0.44% | 0.44% | 480 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,203 | 528 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,089 | 523 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cushing Capital Partners, LLC | History | No change | 11,075 | 522 | 0.36% | 0.36% | 483 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,862 | 512 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leo H. Evart, Inc. | History | No change | 10,838 | 511 | 0.4% | 0.4% | 485 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,802 | 509 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 10,778 | 508 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 10,263 | 486 | 0.04% | 0.04% | 488 | -353 | -3.33% | Q3 2026 | Oct 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 10,213 | 484 | 0.03% | 0.03% | 489 | -365 | -3.45% | Q3 2026 | Oct 08, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,260 | 484 | 0.05% | 0.05% | 490 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Adelphi Trust Co | History | No change | 10,128 | 480 | 0.32% | 0.32% | 491 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 9,831 | 465 | 0.12% | 0.12% | 492 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,833 | 464 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 9,842 | 464 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 9,578 | 452 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Faithward Advisors, LLC | History | No change | 9,527 | 449 | 0.05% | 0.05% | 496 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,409 | 444 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McNamara Financial Services, Inc. | History | No change | 9,202 | 434 | 0.07% | 0.07% | 498 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 9,079 | 428 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COFG Advisors, LLC | History | No change | 8,878 | 419 | 0.07% | 0.07% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 8,842 | 417 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMERCE BANK | History | No change | 8,701 | 410 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, LLC | History | No change | 8,653 | 408 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8,562 | 404 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semus Wealth Partners LLC | History | No change | 8,457 | 399 | 0.19% | 0.19% | 505 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 8,398 | 396 | 0.1% | 0.1% | 506 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,338 | 393 | 0.02% | 0.02% | 507 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| R2 Capital Strategies, LLC | History | No change | 8,274 | 390 | 0.18% | 0.18% | 508 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| James J. Burns & Company, LLC | History | No change | 8,204 | 387 | 0.04% | 0.04% | 509 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 8,101 | 382 | 0.12% | 0.12% | 510 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | No change | 8,060 | 380 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,991 | 377 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,952 | 375 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | No change | 7,861 | 371 | 0.04% | 0.04% | 514 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,734 | 365 | 0.05% | 0.05% | 515 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 7,703 | 363 | 0.03% | 0.03% | 516 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 7,666 | 361 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 7,632 | 360 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | No change | 7,872 | 360 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Naviter Wealth, LLC | History | No change | 7,425 | 350 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 7,286 | 343 | 0.02% | 0.02% | 521 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 7,258 | 342 | 0.05% | 0.05% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 7,199 | 339 | 0.04% | 0.04% | 523 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Herold Advisors, Inc. | History | No change | 7,234 | 339 | 0.07% | 0.07% | 524 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Carson Advisory Inc. | History | No change | 7,156 | 337 | 0.15% | 0.15% | 525 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 7,237 | 333 | 0.07% | 0.07% | 526 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 7,002 | 330 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XTX Topco Ltd | History | No change | 6,949 | 327 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 6,846 | 323 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,825 | 322 | 0.08% | 0.08% | 530 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 6,734 | 319 | 0.0% | 0.0% | 531 | +4 | 0.06% | Q3 2026 | Oct 08, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,721 | 317 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 6,704 | 316 | 0.03% | 0.03% | 533 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 6,637 | 313 | 0.1% | 0.1% | 534 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 6,570 | 310 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alta Wealth Advisors LLC | History | No change | 6,557 | 309 | 0.08% | 0.08% | 536 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 6,545 | 308 | 0.18% | 0.18% | 537 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crown Wealth Group, LLC | History | No change | 6,412 | 302 | 0.08% | 0.08% | 538 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,357 | 300 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 6,280 | 296 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goldstone Financial Group, LLC | History | No change | 6,274 | 296 | 0.03% | 0.03% | 541 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESPAC Advisors, LLC | History | No change | 6,239 | 294 | 0.14% | 0.14% | 542 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 6,202 | 292 | 0.1% | 0.1% | 543 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 6,183 | 291 | 0.06% | 0.06% | 544 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Investment Management, Inc. | History | No change | 6,160 | 290 | 0.09% | 0.09% | 545 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,112 | 288 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 6,023 | 284 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 6,031 | 284 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 6,000 | 283 | 0.03% | 0.03% | 549 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 5,874 | 277 | 0.13% | 0.13% | 550 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 5,809 | 274 | 0.11% | 0.11% | 551 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 5,825 | 274 | 0.06% | 0.06% | 552 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | No change | 5,757 | 271 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,631 | 267 | 0.01% | 0.01% | 555 | +234 | 4.34% | Q3 2026 | Oct 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 5,660 | 267 | 0.06% | 0.06% | 554 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 5,640 | 266 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 5,645 | 266 | 0.31% | 0.31% | 557 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 5,537 | 261 | 0.03% | 0.03% | 558 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 5,572 | 261 | 0.13% | 0.13% | 559 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Tilson Financial Group, Inc. | History | No change | 5,501 | 259 | 0.07% | 0.07% | 560 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,467 | 258 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 5,474 | 258 | 0.05% | 0.05% | 562 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 5,443 | 256 | 0.03% | 0.03% | 563 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,375 | 253 | 0.02% | 0.02% | 564 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 5,330 | 251 | 0.04% | 0.04% | 565 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLR Partners, LLC | History | No change | 5,325 | 251 | 0.12% | 0.12% | 566 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lewis Asset Management, LLC | History | No change | 5,305 | 250 | 0.09% | 0.09% | 567 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | No change | 5,288 | 249 | 0.03% | 0.03% | 568 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cypress Capital, LLC | History | No change | 5,196 | 245 | 0.07% | 0.07% | 569 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | No change | 5,161 | 244 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Mission Financial Group, LLC | History | No change | 5,073 | 239 | 0.2% | 0.2% | 571 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 5,000 | 236 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 5,026 | 235 | 0.18% | 0.18% | 573 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Planned Solutions, Inc. | History | No change | 4,971 | 234 | 0.07% | 0.07% | 574 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Richardson Capital Management LLC | History | No change | 4,725 | 223 | 0.1% | 0.1% | 575 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 4,697 | 221 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Midwest Trust Co | History | No change | 4,603 | 217 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aspen Capital Management, LLC | History | No change | 4,578 | 216 | 0.05% | 0.05% | 578 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 4,579 | 216 | 0.28% | 0.28% | 579 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,531 | 213 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | No change | 4,475 | 211 | 0.04% | 0.04% | 581 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 4,487 | 211 | 0.02% | 0.02% | 582 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 4,457 | 210 | 0.07% | 0.07% | 583 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,447 | 209 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Martin Capital Partners, LLC | History | No change | 4,388 | 208 | 0.07% | 0.08% | 585 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Aspiring Ventures, LLC | History | No change | 4,250 | 200 | 0.05% | 0.05% | 586 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,729 | 176 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 3,552 | 167 | 0.11% | 0.11% | 588 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Operose Advisors LLC | History | No change | 3,100 | 146 | 0.03% | 0.03% | 589 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,761 | 130 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,732 | 128 | 0.04% | 0.04% | 591 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Winch Advisory Services, LLC | History | No change | 2,546 | 120 | 0.02% | 0.02% | 592 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 2,434 | 114 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,347 | 110 | 0.03% | 0.03% | 594 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,200 | 103 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lavaca Capital LLC | History | No change | 2,200 | 103 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrustBank | History | No change | 2,000 | 94 | 0.03% | 0.03% | 597 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,871 | 88 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,772 | 83 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,745 | 82 | 0.06% | 0.06% | 600 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 1,715 | 80 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Financial Strategies CORP | History | No change | 1,700 | 80 | 0.04% | 0.04% | 602 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,640 | 77 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 1,607 | 75 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | No change | 1,591 | 75 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avion Wealth | History | No change | 1,540 | 72 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Co / SC | History | No change | 1,517 | 71 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 1,525 | 71 | 0.04% | 0.04% | 608 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,453 | 68 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,366 | 64 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,322 | 62 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,291 | 60 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,289 | 60 | 0.03% | 0.03% | 613 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,266 | 59 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,162 | 55 | 0.03% | 0.03% | 615 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,179 | 55 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fairscale Capital, LLC | History | No change | 1,134 | 53 | 0.03% | 0.03% | 617 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | No change | 1,029 | 48 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BlackRock, Inc. | History | No change | 1,023 | 48 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,000 | 47 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 961 | 45 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | No change | 960 | 45 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CX Institutional | History | Reduced | 701 | 33 | 0.0% | 0.01% | 623 | -3,330 | -82.61% | Q3 2026 | Oct 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 695 | 32 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 700 | 32 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IAG Wealth Partners, LLC | History | No change | 693 | 32 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 660 | 31 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 628 | 29 | 0.01% | 0.01% | 628 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 602 | 28 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 539 | 25 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 455 | 21 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stone House Investment Management, LLC | History | No change | 445 | 21 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 443 | 20 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Miller Capital Partners, Inc. | History | No change | 412 | 19 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 375 | 17 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ESL Trust Services, LLC | History | No change | 226 | 10 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 222 | 10 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 170 | 8 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VIMA LLC | History | No change | 150 | 7 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 122 | 6 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 115 | 5 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 126 | 5 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 117 | 5 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 120 | 5 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abound Wealth Management | History | No change | 102 | 4 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bare Financial Services, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop National Bank | History | No change | 84 | 3 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 62 | 2 | 0.0% | 0.0% | 651 | -110 | -63.95% | Q3 2026 | Oct 05, 2026 |
| Key FInancial Inc | History | No change | 34 | 1 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Front Row Advisors LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |