FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - CIBR

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	14,684,507	1,319,402	0.09%	0.09%	1	0	0.0%	Q2 2026	Aug 14, 2026
MORGAN STANLEY	History	No change	13,493,839	1,212,421	0.06%	0.06%	2	0	0.0%	Q2 2026	Aug 13, 2026
LPL Financial LLC	History	No change	6,324,451	568,251	0.13%	0.13%	3	0	0.0%	Q2 2026	Aug 07, 2026
UBS Group AG	History	No change	5,868,755	527,307	0.07%	0.07%	4	0	0.0%	Q2 2026	Aug 13, 2026
WELLS FARGO & COMPANY/MN	History	No change	4,695,411	421,882	0.07%	0.07%	5	0	0.0%	Q2 2026	Aug 14, 2026
JPMORGAN CHASE & CO	History	No change	3,461,122	306,309	0.02%	0.02%	6	0	0.0%	Q2 2026	Aug 12, 2026
Daiichi Life International Holdings LLC	History	No change	2,408	216,359	6.86%	6.86%	7	0	0.0%	Q2 2026	Aug 12, 2026
ROYAL BANK OF CANADA	History	No change	2,209,858	198,556	0.03%	0.03%	8	0	0.0%	Q2 2026	Aug 14, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	2,202,840	197,925	0.05%	0.05%	9	0	0.0%	Q2 2026	Aug 14, 2026
AMERIPRISE FINANCIAL INC	History	No change	1,990,479	178,919	0.04%	0.04%	10	0	0.0%	Q2 2026	Aug 14, 2026
FIRST TRUST ADVISORS LP	History	No change	1,227,217	110,160	0.06%	0.06%	11	0	0.0%	Q2 2026	Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	1,153,710	103,660	0.13%	0.13%	12	0	0.0%	Q2 2026	Jul 29, 2026
HighTower Advisors, LLC	History	No change	1,052,664	94,581	0.09%	0.09%	13	0	0.0%	Q2 2026	Aug 05, 2026
Cetera Investment Advisers	History	No change	996,780	89,560	0.08%	0.08%	14	0	0.0%	Q2 2026	Aug 12, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	790,075	70,988	0.16%	0.16%	15	0	0.0%	Q2 2026	Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	789,156	70,905	0.02%	0.02%	16	0	0.0%	Q2 2026	Sep 23, 2026
OSAIC HOLDINGS, INC.	History	No change	744,792	66,940	0.08%	0.08%	17	0	0.0%	Q2 2026	Aug 14, 2026
STIFEL FINANCIAL CORP	History	No change	732,893	65,855	0.05%	0.05%	18	0	0.0%	Q2 2026	Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	674,848	60,635	0.97%	0.97%	19	0	0.0%	Q2 2026	Jul 28, 2026
Capital Asset Advisory Services LLC	History	No change	674,005	60,559	2.19%	2.19%	20	0	0.0%	Q2 2026	Aug 14, 2026
Rockefeller Capital Management L.P.	History	No change	555,088	49,874	0.08%	0.08%	21	0	0.0%	Q2 2026	Aug 13, 2026
CITIGROUP INC	History	No change	489,978	44,024	0.01%	0.01%	22	0	0.0%	Q2 2026	Aug 03, 2026
Private Advisor Group, LLC	History	No change	472,791	42,480	0.19%	0.19%	23	0	0.0%	Q2 2026	Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	438,772	39,423	0.02%	0.02%	24	0	0.0%	Q2 2026	Aug 12, 2026
Kestra Advisory Services, LLC	History	No change	424,814	38,169	0.12%	0.12%	25	0	0.0%	Q2 2026	Jul 28, 2026
Rockport Wealth LLC	History	No change	351,463	31,579	5.31%	5.31%	26	0	0.0%	Q2 2026	Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	345,143	31,011	0.0%	0.0%	27	0	0.0%	Q2 2026	Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	361,569	30,870	0.01%	0.01%	28	0	0.0%	Q2 2026	Aug 14, 2026
PINNACLE ASSOCIATES LTD	History	No change	341,020	30,640	0.33%	0.33%	29	0	0.0%	Q2 2026	Aug 03, 2026
MML INVESTORS SERVICES, LLC	History	No change	339,713	30,523	0.06%	0.06%	30	0	0.0%	Q2 2026	Aug 07, 2026
TRUIST FINANCIAL CORP	History	No change	305,589	27,457	0.03%	0.03%	31	0	0.0%	Q2 2026	Jul 28, 2026
Janney Montgomery Scott LLC	History	No change	291,507	26,192	0.05%	0.05%	32	0	0.0%	Q2 2026	Aug 05, 2026
Modern Wealth Management, LLC	History	No change	253,046	22,736	0.27%	0.27%	33	0	0.0%	Q2 2026	Aug 13, 2026
Intellus Advisors LLC	History	No change	241,259	21,677	2.63%	2.63%	34	0	0.0%	Q2 2026	Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	No change	237,312	21,322	0.23%	0.23%	35	0	0.0%	Q2 2026	Jul 28, 2026
Equitable Holdings, Inc.	History	No change	229,012	20,576	0.12%	0.12%	36	0	0.0%	Q2 2026	Aug 17, 2026
Marks Wealth, LLC	History	No change	223,913	20,118	4.36%	4.36%	37	0	0.0%	Q2 2026	Jul 29, 2026
Procyon Advisors, LLC	History	No change	221,110	19,866	0.86%	0.86%	38	0	0.0%	Q2 2026	Jul 09, 2026
Clearwater Capital Advisors, LLC	History	No change	212,657	19,107	1.4%	1.4%	39	0	0.0%	Q2 2026	Aug 06, 2026
NewEdge Advisors, LLC	History	No change	201,338	18,090	0.05%	0.05%	40	0	0.0%	Q2 2026	Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	200,608	18,024	0.01%	0.01%	41	0	0.0%	Q2 2026	Aug 07, 2026
MGO ONE SEVEN LLC	History	No change	199,990	17,969	0.3%	0.3%	42	0	0.0%	Q2 2026	Jul 31, 2026
American Financial Advisors, LLC	History	No change	198,104	17,799	2.14%	2.14%	43	0	0.0%	Q2 2026	Jul 14, 2026
Legacy Edge Advisors, LLC	History	No change	197,558	17,750	1.63%	1.63%	44	0	0.0%	Q2 2026	Aug 11, 2026
BLAIR WILLIAM & CO/IL	History	No change	194,996	17,520	0.05%	0.05%	45	0	0.0%	Q2 2026	Aug 11, 2026
GOLDMAN SACHS GROUP INC	History	No change	192,718	17,315	0.0%	0.0%	46	0	0.0%	Q2 2026	Aug 14, 2026
&PARTNERS	History	No change	188,709	16,989	0.07%	0.07%	47	0	0.0%	Q2 2026	Aug 14, 2026
Sargent Investment Group, LLC	History	No change	179,786	16,153	1.94%	1.94%	48	0	0.0%	Q2 2026	Aug 11, 2026
Point72 Asset Management, L.P.	History	No change	177,400	15,939	0.02%	0.02%	49	0	0.0%	Q2 2026	Aug 14, 2026
Integrated Wealth Concepts LLC	History	No change	168,076	15,101	0.1%	0.1%	50	0	0.0%	Q2 2026	Sep 08, 2026
D.A. DAVIDSON & CO.	History	No change	166,788	14,985	0.08%	0.08%	51	0	0.0%	Q2 2026	Jul 24, 2026
Maniro Ltd	History	No change	165,740	14,891	3.34%	3.34%	52	0	0.0%	Q2 2026	Aug 14, 2026
Mutual Advisors, LLC	History	No change	161,395	14,501	0.27%	0.27%	53	0	0.0%	Q2 2026	Aug 14, 2026
Arax Advisory Partners	History	No change	160,318	14,404	0.1%	0.1%	54	0	0.0%	Q2 2026	Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	No change	159,417	14,323	0.27%	0.27%	55	0	0.0%	Q2 2026	Jul 15, 2026
Parker Investment Management, LLC	History	No change	155,120	13,937	1.06%	1.06%	56	0	0.0%	Q2 2026	Aug 14, 2026
APPLETON PARTNERS INC/MA	History	No change	154,397	13,873	0.85%	0.85%	57	0	0.0%	Q2 2026	Jul 21, 2026
PRUDENTIAL PLC	History	No change	154,000	13,836	0.08%	0.08%	58	0	0.0%	Q2 2026	Aug 13, 2026
Ashton Thomas Private Wealth, LLC	History	No change	152,188	13,674	0.29%	0.29%	59	0	0.0%	Q2 2026	Jul 29, 2026
Key Client Fiduciary Advisors, LLC	History	No change	146,871	13,196	3.81%	3.81%	60	0	0.0%	Q2 2026	Jul 09, 2026
Sanctuary Advisors, LLC	History	No change	143,310	12,876	0.06%	0.06%	61	0	0.0%	Q2 2026	Aug 13, 2026
Arkadios Wealth Advisors	History	No change	141,543	12,717	0.19%	0.19%	62	0	0.0%	Q2 2026	Aug 10, 2026
Merit Financial Group, LLC	History	No change	138,670	12,459	0.08%	0.08%	63	0	0.0%	Q2 2026	Jul 20, 2026
Destiny Wealth Partners, LLC	History	No change	133,375	12,247	1.73%	1.73%	64	0	0.0%	Q2 2026	Aug 07, 2026
Prospera Financial Services Inc	History	No change	135,021	12,138	0.18%	0.18%	65	0	0.0%	Q2 2026	Jul 15, 2026
JANE STREET GROUP, LLC	History	No change	133,536	11,998	0.0%	0.0%	66	0	0.0%	Q2 2026	Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC	History	No change	132,296	11,886	0.71%	0.71%	67	0	0.0%	Q2 2026	Aug 05, 2026
CITADEL ADVISORS LLC	History	No change	130,400	11,716	0.0%	0.0%	68	0	0.0%	Q2 2026	Sep 02, 2026
Steward Partners Investment Advisory, LLC	History	No change	124,658	11,200	0.06%	0.06%	69	0	0.0%	Q2 2026	Aug 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC	History	No change	124,520	11,188	0.87%	0.87%	70	0	0.0%	Q2 2026	Jul 16, 2026
Kiker Wealth Management, LLC	History	No change	123,750	11,118	4.34%	4.34%	71	0	0.0%	Q2 2026	Jul 30, 2026
PTM WEALTH MANAGEMENT, LLC	History	No change	124,276	10,985	4.95%	4.95%	72	0	0.0%	Q2 2026	Aug 06, 2026
Plotkin Financial Advisors, LLC	History	No change	120,316	10,810	4.49%	4.49%	73	0	0.0%	Q2 2026	Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	116,333	10,688	0.02%	0.02%	74	0	0.0%	Q2 2026	Jul 15, 2026
Dunhill Financial, LLC	History	No change	118,022	10,643	2.18%	2.18%	75	0	0.0%	Q2 2026	Aug 07, 2026
Pine Valley Investments Ltd Liability Co	History	No change	114,095	10,251	0.4%	0.4%	76	0	0.0%	Q2 2026	Jul 24, 2026
BANK OF MONTREAL /CAN/	History	No change	113,484	10,196	0.0%	0.0%	77	0	0.0%	Q2 2026	Aug 12, 2026
Creative Planning	History	No change	110,683	9,944	0.01%	0.01%	78	0	0.0%	Q2 2026	Aug 13, 2026
Baird Financial Group, Inc.	History	No change	107,368	9,647	0.01%	0.01%	79	0	0.0%	Q2 2026	Aug 12, 2026
IAM Advisory, LLC	History	No change	106,887	9,603	1.87%	1.87%	80	0	0.0%	Q2 2026	Jul 14, 2026
Hobart Private Capital, LLC	History	No change	106,622	9,580	1.64%	1.64%	81	0	0.0%	Q2 2026	Jul 06, 2026
Warner Group LLC	History	No change	106,545	9,572	2.36%	2.36%	82	0	0.0%	Q2 2026	Jul 27, 2026
SCOTIA CAPITAL INC.	History	No change	105,101	9,443	0.04%	0.04%	83	0	0.0%	Q2 2026	Aug 11, 2026
Federation des caisses Desjardins du Quebec	History	No change	104,513	9,390	0.03%	0.03%	84	0	0.0%	Q2 2026	Aug 13, 2026
PEAK6 LLC	History	No change	104,500	9,389	0.02%	0.02%	85	0	0.0%	Q2 2026	Aug 12, 2026
Frisch Financial Group, Inc.	History	No change	102,751	9,232	1.58%	1.58%	86	0	0.0%	Q2 2026	Aug 14, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	101,698	9,128	0.01%	0.01%	87	0	0.0%	Q2 2026	Aug 10, 2026
CIBC WORLD MARKET INC.	History	No change	96,478	8,668	0.01%	0.01%	88	0	0.0%	Q2 2026	Aug 13, 2026
NTV ASSET MANAGEMENT LLC	History	No change	96,201	8,643	0.85%	0.85%	89	0	0.0%	Q2 2026	Aug 05, 2026
J.W. COLE ADVISORS, INC.	History	No change	96,165	8,640	0.15%	0.15%	90	0	0.0%	Q2 2026	Jul 21, 2026
Waverly Advisors, LLC	History	No change	92,862	8,343	0.05%	0.05%	91	0	0.0%	Q2 2026	Aug 14, 2026
CX Institutional	History	Reduced	79,411	8,186	0.22%	0.21%	92	-577	-0.72%	Q3 2026	Oct 02, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	88,264	7,930	0.17%	0.17%	93	0	0.0%	Q2 2026	Jul 17, 2026
O'Connor Financial Group LLC	History	No change	88,038	7,910	2.8%	2.8%	94	0	0.0%	Q2 2026	Jul 17, 2026
STEPHENS INC /AR/	History	No change	87,162	7,831	0.09%	0.09%	95	0	0.0%	Q2 2026	Jul 29, 2026
Sigma Planning Corp	History	No change	87,095	7,825	0.2%	0.2%	96	0	0.0%	Q2 2026	Aug 07, 2026
BIP Wealth, LLC	History	No change	86,330	7,756	0.22%	0.22%	97	0	0.0%	Q2 2026	Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	85,166	7,652	0.01%	0.01%	98	0	0.0%	Q2 2026	Aug 13, 2026
Phoenix Financial Ltd.	History	No change	81,875	7,356	0.05%	0.05%	99	0	0.0%	Q2 2026	Aug 11, 2026
FAGAN ASSOCIATES, INC.	History	No change	81,789	7,348	0.9%	0.9%	100	0	0.0%	Q2 2026	Aug 04, 2026
Rooted Wealth Advisors, Inc.	History	No change	80,833	7,262	1.78%	1.78%	101	0	0.0%	Q2 2026	Jul 28, 2026
Dala Group, LLC	History	No change	80,587	7,240	5.96%	5.96%	102	0	0.0%	Q2 2026	Aug 10, 2026
StoneCrest Wealth Management, Inc.	History	No change	79,976	7,185	2.3%	2.3%	103	0	0.0%	Q2 2026	Jul 09, 2026
OPPENHEIMER & CO INC	History	No change	78,949	7,093	0.08%	0.08%	104	0	0.0%	Q2 2026	Aug 03, 2026
SG Americas Securities, LLC	History	No change	78,732	7,074	0.0%	0.0%	105	0	0.0%	Q2 2026	Aug 07, 2026
ABLE Financial Group, LLC	History	No change	78,075	7,015	1.18%	1.18%	106	0	0.0%	Q2 2026	Jul 22, 2026
SageGuard Financial Group, LLC	History	No change	77,590	6,971	0.98%	0.98%	107	0	0.0%	Q2 2026	Jul 27, 2026
Stratos Wealth Partners, LTD.	History	No change	76,258	6,851	0.07%	0.07%	108	0	0.0%	Q2 2026	Aug 11, 2026
BENJAMIN EDWARDS INC	History	No change	76,156	6,844	0.06%	0.06%	109	0	0.0%	Q2 2026	Jul 24, 2026
Cresset Asset Management, LLC	History	No change	75,247	6,760	0.02%	0.02%	110	0	0.0%	Q2 2026	Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	73,655	6,617	0.0%	0.0%	111	0	0.0%	Q2 2026	Aug 13, 2026
Snowden Capital Advisors LLC	History	No change	73,129	6,570	0.16%	0.16%	112	0	0.0%	Q2 2026	Aug 13, 2026
Gaddis Premier Wealth Advisors LLC	History	No change	72,397	6,504	3.95%	3.95%	113	0	0.0%	Q2 2026	Aug 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	No change	72,138	6,481	1.47%	1.47%	114	0	0.0%	Q2 2026	Aug 13, 2026
HARBOUR INVESTMENTS, INC.	History	No change	72,122	6,480	0.09%	0.09%	115	0	0.0%	Q2 2026	Aug 12, 2026
Beacon Pointe Advisors, LLC	History	No change	71,175	6,395	0.03%	0.03%	116	0	0.0%	Q2 2026	Aug 18, 2026
Independent Advisor Alliance	History	No change	71,107	6,388	0.15%	0.15%	117	0	0.0%	Q2 2026	Aug 12, 2026
Ameritas Advisory Services, LLC	History	No change	70,338	6,319	0.13%	0.13%	118	0	0.0%	Q2 2026	Aug 14, 2026
Granite Investment Partners, LLC	History	No change	70,045	6,293	0.32%	0.32%	119	0	0.0%	Q2 2026	Aug 07, 2026
WEDBUSH SECURITIES INC	History	No change	69,526	6,247	0.16%	0.16%	120	0	0.0%	Q2 2026	Jul 28, 2026
PRINCIPAL SECURITIES, INC.	History	No change	68,725	6,174	0.07%	0.07%	121	0	0.0%	Q2 2026	Aug 04, 2026
Grey Ledge Advisors, LLC	History	No change	67,727	6,085	1.22%	1.22%	122	0	0.0%	Q2 2026	Jul 27, 2026
BECK CAPITAL MANAGEMENT, LLC	History	No change	66,747	5,997	1.1%	1.1%	123	0	0.0%	Q2 2026	Aug 14, 2026
Concentrum Wealth Management	History	No change	65,900	5,921	1.42%	1.42%	124	0	0.0%	Q2 2026	Aug 06, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.	History	No change	65,414	5,877	0.11%	0.11%	125	0	0.0%	Q2 2026	Aug 13, 2026
WealthCare Investment Partners, LLC	History	No change	64,437	5,789	1.41%	1.41%	126	0	0.0%	Q2 2026	Aug 10, 2026
Mainsail Financial Group, LLC	History	No change	63,814	5,733	1.95%	1.95%	127	0	0.0%	Q2 2026	Jul 15, 2026
Concurrent Investment Advisors, LLC	History	No change	63,566	5,711	0.05%	0.05%	128	0	0.0%	Q2 2026	Jul 27, 2026
Kingsview Wealth Management, LLC	History	No change	62,270	5,594	0.07%	0.07%	129	0	0.0%	Q2 2026	Aug 18, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	61,198	5,498	0.21%	0.21%	130	0	0.0%	Q2 2026	Aug 14, 2026
Private Wealth Asset Management, LLC	History	No change	60,230	5,420	0.52%	0.52%	131	0	0.0%	Q2 2026	Aug 11, 2026
Wealthfront Advisers LLC	History	No change	60,180	5,407	0.01%	0.01%	132	0	0.0%	Q2 2026	Aug 07, 2026
FIFTH THIRD BANCORP	History	No change	60,070	5,397	0.01%	0.01%	133	0	0.0%	Q2 2026	Aug 05, 2026
Laurel Wealth Advisors LLC	History	No change	59,892	5,381	0.52%	0.52%	134	0	0.0%	Q2 2026	Jul 17, 2026
ASSETMARK, INC	History	No change	58,664	5,270	0.01%	0.01%	135	0	0.0%	Q2 2026	Jul 30, 2026
PACIFIC SUN FINANCIAL CORP	History	No change	58,451	5,251	2.17%	2.17%	136	0	0.0%	Q2 2026	Aug 07, 2026
SIMON QUICK ADVISORS, LLC	History	No change	56,299	5,058	0.2%	0.2%	137	0	0.0%	Q2 2026	Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	55,833	5,016	0.24%	0.24%	138	0	0.0%	Q2 2026	Jul 23, 2026
CASCADE INVESTMENT GROUP, INC.	History	No change	55,714	5,005	2.81%	2.81%	139	0	0.0%	Q2 2026	Jul 23, 2026
Vise Technologies, Inc.	History	No change	55,219	4,961	0.06%	0.06%	140	0	0.0%	Q2 2026	Aug 10, 2026
NORTHSTAR ASSET MANAGEMENT Co	History	No change	55,377	4,895	0.92%	0.92%	141	0	0.0%	Q2 2026	Jul 27, 2026
NEVILLE RODIE & SHAW INC	History	No change	54,465	4,894	0.32%	0.32%	142	0	0.0%	Q2 2026	Jul 06, 2026
Proactive Wealth Strategies LLC	History	No change	53,815	4,835	0.78%	0.78%	143	0	0.0%	Q2 2026	Aug 10, 2026
PCG Wealth Advisors, LLC	History	No change	53,448	4,802	1.07%	1.07%	144	0	0.0%	Q2 2026	Aug 03, 2026
SFI Advisors, LLC	History	No change	52,896	4,752	4.1%	4.1%	145	0	0.0%	Q2 2026	Jul 27, 2026
McCollum Christoferson Group LLC	History	No change	52,536	4,720	1.38%	1.38%	146	0	0.0%	Q2 2026	Jul 13, 2026
Moors & Cabot, Inc.	History	No change	52,330	4,701	0.18%	0.18%	147	0	0.0%	Q2 2026	Aug 10, 2026
Vivid Wealth Management, LLC	History	No change	52,138	4,684	1.65%	1.65%	148	0	0.0%	Q2 2026	Jul 28, 2026
Moran Wealth Management, LLC	History	No change	51,258	4,605	0.13%	0.13%	149	0	0.0%	Q2 2026	Aug 05, 2026
High Point Wealth Management, LLC	History	No change	50,935	4,576	3.74%	3.74%	150	0	0.0%	Q2 2026	Jul 20, 2026
Cerity Partners LLC	History	No change	50,918	4,575	0.01%	0.01%	151	0	0.0%	Q2 2026	Aug 14, 2026
Abbot Financial Management, Inc.	History	No change	50,823	4,566	1.56%	1.56%	152	0	0.0%	Q2 2026	Aug 06, 2026
WESPAC Advisors SoCal, LLC	History	No change	49,600	4,456	0.8%	0.8%	153	0	0.0%	Q2 2026	Jul 16, 2026
Geneos Wealth Management Inc.	History	No change	49,589	4,455	0.09%	0.09%	154	0	0.0%	Q2 2026	Aug 06, 2026
Rathbones Group PLC	History	No change	49,317	4,431	0.02%	0.02%	155	0	0.0%	Q2 2026	Jul 23, 2026
MEITAV INVESTMENT HOUSE LTD	History	No change	49,135	4,414	0.03%	0.03%	156	0	0.0%	Q2 2026	Jul 20, 2026
FLOYD FINANCIAL GROUP LLC	History	No change	46,418	4,397	2.87%	2.87%	157	0	0.0%	Q2 2026	Jul 22, 2026
Cerro Pacific Wealth Advisors LLC	History	No change	48,298	4,339	0.98%	0.98%	158	0	0.0%	Q2 2026	Jul 15, 2026
EPG Wealth Management LLC	History	No change	48,203	4,331	1.04%	1.04%	159	0	0.0%	Q2 2026	Jul 28, 2026
SFMG, LLC	History	No change	47,580	4,275	0.26%	0.26%	160	0	0.0%	Q2 2026	Aug 13, 2026
Gladstone Institutional Advisory LLC	History	No change	47,385	4,257	0.13%	0.13%	161	0	0.0%	Q2 2026	Jul 27, 2026
RFG Advisory, LLC	History	No change	45,861	4,120	0.06%	0.06%	162	0	0.0%	Q2 2026	Jul 15, 2026
Pinnacle Financial Partners, Inc.	History	No change	45,542	4,092	0.03%	0.03%	163	0	0.0%	Q2 2026	Aug 14, 2026
Prime Capital Investment Advisors, LLC	History	No change	45,470	4,085	0.04%	0.04%	164	0	0.0%	Q2 2026	Aug 05, 2026
Silverleafe Capital Partners, LLC	History	Added to	39,332	4,054	1.15%	0.1%	165	+35,302	875.98%	Q3 2026	Oct 02, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	No change	44,857	4,030	0.45%	0.45%	166	0	0.0%	Q2 2026	Jul 09, 2026
Florin Court Capital LLP	History	No change	44,700	4,016	6.56%	6.56%	167	0	0.0%	Q2 2026	Aug 04, 2026
Gateway Wealth Partners, LLC	History	No change	44,678	4,014	0.24%	0.24%	168	0	0.0%	Q2 2026	Aug 04, 2026
Golden State Wealth Management, LLC	History	No change	44,462	3,994	0.36%	0.36%	169	0	0.0%	Q2 2026	Jul 22, 2026
IHT Wealth Management, LLC	History	No change	44,318	3,982	0.08%	0.08%	170	0	0.0%	Q2 2026	Aug 14, 2026
VestGen Advisors, LLC	History	No change	44,041	3,957	0.12%	0.12%	171	0	0.0%	Q2 2026	Aug 11, 2026
LeConte Wealth Management, LLC	History	No change	44,045	3,957	2.16%	2.16%	172	0	0.0%	Q2 2026	Aug 07, 2026
HERBST GROUP, LLC	History	No change	42,661	3,833	2.09%	2.09%	173	0	0.0%	Q2 2026	Jul 09, 2026
Triumph Capital Management	History	No change	42,166	3,788	0.69%	0.69%	174	0	0.0%	Q2 2026	Jul 20, 2026
LANARK FINANCIAL, INC.	History	No change	41,890	3,763	0.25%	0.25%	175	0	0.0%	Q2 2026	Jul 21, 2026
Concorde Asset Management, LLC	History	No change	41,875	3,762	2.18%	2.18%	176	0	0.0%	Q2 2026	Aug 18, 2026
Coastal Bridge Advisors, LLC	History	No change	40,723	3,658	0.23%	0.23%	177	0	0.0%	Q2 2026	Aug 17, 2026
Capital Investment Advisory Services, LLC	History	No change	40,453	3,634	0.22%	0.22%	178	0	0.0%	Q2 2026	Jul 23, 2026
FMR LLC	History	No change	40,248	3,616	0.0%	0.0%	179	0	0.0%	Q2 2026	Aug 13, 2026
StoneX Group Inc.	History	No change	40,275	3,610	0.15%	0.15%	180	0	0.0%	Q2 2026	Aug 12, 2026
Williams Jones Wealth Management, LLC.	History	No change	40,088	3,601	0.04%	0.04%	181	0	0.0%	Q2 2026	Aug 05, 2026
Intrinsic Edge Capital Management LLC	History	No change	40,000	3,594	0.37%	0.37%	182	0	0.0%	Q2 2026	Aug 12, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE	History	No change	16,029	3,588	0.96%	0.96%	183	0	0.0%	Q2 2026	Aug 13, 2026
Spectrum Wealth Advisory Group, LLC	History	No change	38,955	3,500	1.0%	1.0%	184	0	0.0%	Q2 2026	Aug 06, 2026
AE Wealth Management LLC	History	No change	37,902	3,405	0.02%	0.02%	185	0	0.0%	Q2 2026	Aug 03, 2026
Investment Advisory Services Group LLC	History	No change	37,851	3,400	2.49%	2.49%	186	0	0.0%	Q2 2026	Jul 29, 2026
Summit Financial, LLC	History	No change	36,959	3,320	0.04%	0.04%	187	0	0.0%	Q2 2026	Aug 12, 2026
SHP Wealth Management	History	No change	36,917	3,317	0.23%	0.23%	188	0	0.0%	Q2 2026	Aug 11, 2026
Focus Partners Wealth	History	No change	36,913	3,316	0.0%	0.0%	189	0	0.0%	Q2 2026	Aug 12, 2026
Robertson Stephens Wealth Management, LLC	History	No change	36,276	3,259	0.08%	0.08%	190	0	0.0%	Q2 2026	Jul 29, 2026
FLAGSTAR SECURITIES, INC	History	No change	36,125	3,245	0.98%	0.98%	191	0	0.0%	Q2 2026	Jul 15, 2026
LFA - Lugano Financial Advisors SA	History	No change	37,074	3,228	1.94%	1.94%	192	0	0.0%	Q2 2026	Jul 28, 2026
Granite Bay Wealth Management, LLC	History	No change	35,836	3,220	0.3%	0.3%	193	0	0.0%	Q2 2026	Aug 14, 2026
EFG International AG	History	No change	35,770	3,213	0.06%	0.06%	194	0	0.0%	Q2 2026	Aug 14, 2026
Markowski Investments	History	No change	35,607	3,199	0.7%	0.7%	195	0	0.0%	Q2 2026	Aug 13, 2026
SMITH, MOORE & CO.	History	No change	35,468	3,186	0.21%	0.21%	196	0	0.0%	Q2 2026	Aug 12, 2026
VICTORY FINANCIAL GROUP, LLC	History	No change	35,252	3,167	0.33%	0.33%	197	0	0.0%	Q2 2026	Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	34,684	3,160	0.19%	0.19%	198	0	0.0%	Q2 2026	Jul 22, 2026
OLD SECOND NATIONAL BANK OF AURORA	History	No change	35,159	3,159	0.6%	0.6%	199	0	0.0%	Q2 2026	Jul 21, 2026
OneDigital Investment Advisors LLC	History	No change	34,962	3,141	0.03%	0.03%	200	0	0.0%	Q2 2026	Aug 06, 2026
CONDOR CAPITAL MANAGEMENT	History	No change	34,751	3,122	0.23%	0.23%	201	0	0.0%	Q2 2026	Aug 12, 2026
Bison Wealth, LLC	History	No change	33,504	3,112	0.29%	0.29%	202	0	0.0%	Q2 2026	Jul 07, 2026
Clear Creek Financial Management, LLC	History	No change	34,434	3,093	0.2%	0.2%	203	0	0.0%	Q2 2026	Jul 27, 2026
Wealthspire Advisors, LLC	History	No change	34,403	3,091	0.02%	0.02%	204	0	0.0%	Q2 2026	Aug 11, 2026
Wealthcare Advisory Partners LLC	History	No change	34,318	3,083	0.06%	0.06%	205	0	0.0%	Q2 2026	Jul 09, 2026
Sage Capital Management, LLC	History	No change	34,239	3,077	1.2%	1.2%	206	0	0.0%	Q2 2026	Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	33,214	2,984	0.07%	0.07%	207	0	0.0%	Q2 2026	Jul 31, 2026
Bravera Wealth	History	No change	33,218	2,984	1.14%	1.14%	208	0	0.0%	Q2 2026	Jul 23, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	No change	32,789	2,946	1.56%	1.56%	209	0	0.0%	Q2 2026	Aug 13, 2026
Sherman Asset Management, Inc.	History	No change	32,577	2,927	2.27%	2.27%	210	0	0.0%	Q2 2026	Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	32,437	2,914	1.33%	1.33%	211	0	0.0%	Q2 2026	Aug 13, 2026
Tidal Investments LLC	History	No change	32,381	2,909	0.01%	0.01%	212	0	0.0%	Q2 2026	Aug 13, 2026
Merkkuri Wealth Advisors LLC	History	No change	32,233	2,896	1.8%	1.8%	213	0	0.0%	Q2 2026	Jul 27, 2026
CAPITAL FUND MANAGEMENT S.A.	History	No change	31,293	2,811	0.01%	0.01%	214	0	0.0%	Q2 2026	Aug 13, 2026
Apollon Financial, LLC	History	No change	31,035	2,788	0.33%	0.33%	215	0	0.0%	Q2 2026	Jul 22, 2026
FULTON BANK, N.A.	History	No change	30,880	2,774	0.08%	0.08%	216	0	0.0%	Q2 2026	Jul 09, 2026
SeaCrest Wealth Management, LLC	History	No change	30,643	2,753	0.3%	0.3%	217	0	0.0%	Q2 2026	Jul 09, 2026
Ironsides Asset Advisors, LLC	History	No change	30,215	2,714	0.64%	0.64%	218	0	0.0%	Q2 2026	Aug 12, 2026
Parallel Advisors, LLC	History	No change	30,201	2,713	0.04%	0.04%	219	0	0.0%	Q2 2026	Aug 05, 2026
Advantage Trust Co	History	No change	30,074	2,702	0.95%	0.95%	220	0	0.0%	Q2 2026	Jul 17, 2026
Belpointe Asset Management LLC	History	No change	29,465	2,647	0.09%	0.09%	221	0	0.0%	Q2 2026	Jul 31, 2026
HBK Sorce Advisory LLC	History	No change	26,899	2,624	0.05%	0.05%	222	0	0.0%	Q2 2026	Aug 06, 2026
Elequin Capital, LP	History	No change	29,029	2,608	0.08%	0.08%	223	0	0.0%	Q2 2026	Aug 13, 2026
Purus Wealth Management, LLC	History	No change	29,015	2,607	0.72%	0.72%	224	0	0.0%	Q2 2026	Jul 13, 2026
Fiduciary Alliance LLC	History	No change	29,008	2,606	0.18%	0.18%	225	0	0.0%	Q2 2026	Jul 20, 2026
Signal Advisors Wealth, LLC	History	No change	28,652	2,574	0.13%	0.13%	226	0	0.0%	Q2 2026	Aug 04, 2026
WCG Wealth Advisors LLC	History	No change	28,084	2,523	0.06%	0.06%	227	0	0.0%	Q2 2026	Aug 14, 2026
Crescent Grove Advisors, LLC	History	No change	28,050	2,520	0.21%	0.21%	228	0	0.0%	Q2 2026	Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	No change	27,956	2,511	0.37%	0.37%	229	0	0.0%	Q2 2026	Jul 21, 2026
Migdal Insurance & Financial Holdings Ltd.	History	No change	27,928	2,509	0.02%	0.02%	230	0	0.0%	Q2 2026	Aug 10, 2026
Sowell Financial Services LLC	History	No change	27,536	2,474	0.08%	0.08%	231	0	0.0%	Q2 2026	Jul 17, 2026
SCS Capital Management LLC	History	No change	27,494	2,470	0.02%	0.02%	232	0	0.0%	Q2 2026	Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	27,476	2,468	0.07%	0.07%	233	0	0.0%	Q2 2026	Aug 10, 2026
Dynamic Advisor Solutions LLC	History	No change	26,985	2,424	0.07%	0.07%	234	0	0.0%	Q2 2026	Jul 07, 2026
Mariner, LLC	History	No change	26,873	2,414	0.0%	0.0%	235	0	0.0%	Q2 2026	Aug 13, 2026
Vontobel Holding Ltd.	History	No change	26,055	2,341	0.01%	0.01%	236	0	0.0%	Q2 2026	Aug 03, 2026
PFG Investments, LLC	History	No change	26,047	2,340	0.09%	0.09%	237	0	0.0%	Q2 2026	Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	25,923	2,329	0.0%	0.0%	238	0	0.0%	Q2 2026	Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	25,658	2,305	0.11%	0.11%	239	0	0.0%	Q2 2026	Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	25,568	2,297	0.0%	0.0%	240	0	0.0%	Q2 2026	Aug 19, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	No change	25,435	2,285	0.09%	0.09%	241	0	0.0%	Q2 2026	Jul 22, 2026
Stegent Equity Advisors, Inc.	History	No change	25,260	2,269	1.63%	1.63%	242	0	0.0%	Q2 2026	Jul 29, 2026
DAVENPORT & Co LLC	History	No change	25,228	2,266	0.01%	0.01%	243	0	0.0%	Q2 2026	Jul 13, 2026
IFP Advisors, Inc	History	No change	24,760	2,224	0.04%	0.04%	244	0	0.0%	Q2 2026	Jul 20, 2026
Global Retirement Partners, LLC	History	No change	24,520	2,203	0.03%	0.03%	245	0	0.0%	Q2 2026	Aug 06, 2026
Guardian Asset Advisors, LLC	History	No change	24,486	2,200	1.01%	1.01%	246	0	0.0%	Q2 2026	Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	24,296	2,183	0.03%	0.03%	247	0	0.0%	Q2 2026	Aug 07, 2026
Melone Private Wealth, LLC	History	No change	24,166	2,171	0.83%	0.83%	248	0	0.0%	Q2 2026	Jul 09, 2026
Western Wealth Management, LLC	History	No change	23,506	2,111	0.07%	0.07%	249	0	0.0%	Q2 2026	Aug 14, 2026
NewEdge Wealth, LLC	History	No change	23,256	2,089	0.02%	0.02%	250	0	0.0%	Q2 2026	Aug 10, 2026
Mesirow Financial Investment Management, Inc.	History	No change	23,220	2,085	0.03%	0.03%	251	0	0.0%	Q2 2026	Jul 22, 2026
Callan Family Office, LLC	History	No change	23,041	2,070	0.04%	0.04%	252	0	0.0%	Q2 2026	Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	22,997	2,066	0.04%	0.04%	253	0	0.0%	Q2 2026	Jul 14, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	22,900	2,057	0.0%	0.0%	254	0	0.0%	Q2 2026	Aug 13, 2026
TD Waterhouse Canada Inc.	History	No change	19,516	2,052	0.01%	0.01%	255	0	0.0%	Q2 2026	Jul 27, 2026
FIFTH THIRD SECURITIES, INC.	History	No change	22,687	2,038	0.12%	0.12%	256	0	0.0%	Q2 2026	Jul 15, 2026
Transcendent Capital Group LLC	History	No change	22,683	2,038	0.79%	0.79%	257	0	0.0%	Q2 2026	Aug 05, 2026
Visionary Wealth Advisors	History	No change	22,622	2,032	0.08%	0.08%	258	0	0.0%	Q2 2026	Aug 13, 2026
Corient Private Wealth LP	History	No change	22,326	2,005	0.0%	0.0%	259	0	0.0%	Q2 2026	Aug 27, 2026
Sovran Advisors, LLC	History	No change	22,566	2,003	0.15%	0.15%	260	0	0.0%	Q2 2026	Jul 29, 2026
Prosperity Consulting Group, LLC	History	No change	22,104	1,986	0.08%	0.08%	261	0	0.0%	Q2 2026	Aug 13, 2026
Cornerstone Wealth Management, LLC	History	No change	21,988	1,975	0.08%	0.08%	262	0	0.0%	Q2 2026	Jul 22, 2026
CARLSON FINANCIAL, INC.	History	No change	21,886	1,966	1.0%	1.0%	263	0	0.0%	Q2 2026	Aug 24, 2026
Forefront Wealth Partners, LLC	History	No change	21,793	1,958	0.61%	0.61%	264	0	0.0%	Q2 2026	Aug 20, 2026
Magnus Financial Group LLC	History	No change	21,692	1,949	0.14%	0.14%	265	0	0.0%	Q2 2026	Jul 09, 2026
Ethos Financial Group, LLC	History	No change	21,805	1,936	0.13%	0.13%	266	0	0.0%	Q2 2026	Aug 07, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	21,540	1,935	0.22%	0.22%	267	0	0.0%	Q2 2026	Jul 29, 2026
Kropog Financial Group, LLC	History	No change	21,433	1,925	1.36%	1.36%	268	0	0.0%	Q2 2026	Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	21,037	1,890	0.03%	0.03%	269	0	0.0%	Q2 2026	Aug 10, 2026
Goldstone Financial Group, LLC	History	No change	20,772	1,866	0.17%	0.17%	270	0	0.0%	Q2 2026	Aug 11, 2026
Midwest Financial Group LLC	History	No change	20,707	1,860	0.65%	0.65%	271	0	0.0%	Q2 2026	Jul 21, 2026
Sage Mountain Advisors LLC	History	No change	20,591	1,850	0.11%	0.11%	272	0	0.0%	Q2 2026	Aug 05, 2026
Brookstone Capital Management	History	No change	20,517	1,843	0.02%	0.02%	273	0	0.0%	Q2 2026	Jul 15, 2026
O'ROURKE & COMPANY, Inc	History	No change	20,096	1,805	0.63%	0.63%	274	0	0.0%	Q2 2026	Aug 14, 2026
TPG Advisors LLC	History	No change	20,077	1,803	0.99%	0.99%	275	0	0.0%	Q2 2026	Jul 29, 2026
SEAVIEW INVESTMENT MANAGERS LLC	History	No change	19,956	1,793	0.54%	0.54%	276	0	0.0%	Q2 2026	Jul 14, 2026
MIRAMONTES CAPITAL, LLC	History	No change	19,642	1,764	0.55%	0.55%	277	0	0.0%	Q2 2026	Sep 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	No change	19,556	1,757	0.07%	0.07%	278	0	0.0%	Q2 2026	Jul 27, 2026
Valtrion Capital Management, LLC	History	No change	19,492	1,751	1.3%	1.3%	279	0	0.0%	Q2 2026	Aug 14, 2026
OVERSEA-CHINESE BANKING Corp Ltd	History	No change	19,234	1,728	0.04%	0.04%	280	0	0.0%	Q2 2026	Aug 11, 2026
HSBC HOLDINGS PLC	History	No change	19,000	1,707	0.0%	0.0%	281	0	0.0%	Q2 2026	Aug 14, 2026
Essex Financial Services, Inc.	History	No change	18,879	1,696	0.08%	0.08%	282	0	0.0%	Q2 2026	Aug 10, 2026
Fearless Solutions, LLC dba Best Invest	History	No change	18,793	1,688	0.89%	0.89%	283	0	0.0%	Q2 2026	Jul 21, 2026
MMBG INVESTMENT ADVISORS CO.	History	No change	18,532	1,665	0.13%	0.13%	284	0	0.0%	Q2 2026	Aug 10, 2026
Atria Investments, Inc	History	No change	18,482	1,660	0.02%	0.02%	285	0	0.0%	Q2 2026	Jul 28, 2026
Mayflower Financial Advisors, LLC	History	No change	18,456	1,658	0.14%	0.14%	286	0	0.0%	Q2 2026	Jul 09, 2026
Farther Finance Advisors, LLC	History	No change	18,145	1,630	0.01%	0.01%	287	0	0.0%	Q2 2026	Jul 17, 2026
TD Capital Management LLC	History	No change	18,113	1,627	0.13%	0.13%	288	0	0.0%	Q2 2026	Aug 06, 2026
Jacobi Capital Management LLC	History	No change	18,095	1,625	0.08%	0.08%	289	0	0.0%	Q2 2026	Jul 31, 2026
Ignite Planners, LLC	History	No change	18,020	1,620	0.22%	0.22%	290	0	0.0%	Q2 2026	Jul 23, 2026
Legacy Wealth Managment, LLC/ID	History	No change	17,991	1,616	0.67%	0.67%	291	0	0.0%	Q2 2026	Aug 13, 2026
BANK HAPOALIM BM	History	No change	17,802	1,600	0.11%	0.11%	292	0	0.0%	Q2 2026	Aug 05, 2026
OneAscent Financial Services LLC	History	No change	17,817	1,600	0.08%	0.08%	293	0	0.0%	Q2 2026	Aug 11, 2026
Koa Wealth Management, LLC	History	No change	17,580	1,579	1.07%	1.07%	294	0	0.0%	Q2 2026	Jul 20, 2026
Prosperity Financial Group, Inc.	History	No change	17,538	1,575	0.49%	0.49%	295	0	0.0%	Q2 2026	Jul 28, 2026
Macro Advisors, Inc.	History	No change	17,249	1,549	0.49%	0.49%	296	0	0.0%	Q2 2026	Aug 11, 2026
Solutions 4 Wealth, Ltd	History	No change	17,197	1,545	1.99%	1.99%	297	0	0.0%	Q2 2026	Jul 29, 2026
Curran Financial Partners, LLC	History	No change	17,065	1,533	0.23%	0.23%	298	0	0.0%	Q2 2026	Aug 12, 2026
Wealth Watch Advisors, INC	History	No change	17,015	1,528	0.5%	0.5%	299	0	0.0%	Q2 2026	Aug 14, 2026
Main Street Financial Solutions, LLC	History	No change	16,936	1,521	0.1%	0.1%	300	0	0.0%	Q2 2026	Aug 07, 2026
Koshinski Asset Management, Inc.	History	No change	16,920	1,520	0.08%	0.08%	301	0	0.0%	Q2 2026	Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	16,862	1,515	0.0%	0.0%	302	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Financial Concepts, LLC	History	No change	16,780	1,507	0.45%	0.45%	303	0	0.0%	Q2 2026	Jul 27, 2026
Emerald Advisors, LLC	History	No change	16,637	1,494	0.19%	0.19%	304	0	0.0%	Q2 2026	Jul 20, 2026
Crown Wealth Group, LLC	History	No change	16,600	1,491	0.38%	0.38%	305	0	0.0%	Q2 2026	Jul 21, 2026
Ayalon Insurance Comp Ltd.	History	No change	16,350	1,469	0.18%	0.18%	306	0	0.0%	Q2 2026	Jul 13, 2026
BURKE & HERBERT BANK & TRUST CO	History	No change	10,609	1,468	0.36%	0.36%	307	0	0.0%	Q2 2026	Aug 07, 2026
Gotham Asset Management, LLC	History	No change	16,307	1,465	0.0%	0.0%	308	0	0.0%	Q2 2026	Aug 14, 2026
HB Wealth Management, LLC	History	No change	16,312	1,465	0.01%	0.01%	309	0	0.0%	Q2 2026	Jul 29, 2026
Aster Capital Management (DIFC) Ltd	History	No change	16,200	1,455	0.31%	0.31%	310	0	0.0%	Q2 2026	Aug 14, 2026
Wisconsin Wealth Advisors, LLC	History	No change	15,904	1,428	1.22%	1.22%	311	0	0.0%	Q2 2026	Jul 07, 2026
Advisory Services Network, LLC	History	No change	15,754	1,415	0.02%	0.02%	312	0	0.0%	Q2 2026	Aug 12, 2026
Ellis Investment Partners, LLC	History	No change	15,699	1,410	0.21%	0.21%	313	0	0.0%	Q2 2026	Aug 05, 2026
Moss Adams Wealth Advisors LLC	History	No change	15,684	1,409	0.09%	0.09%	314	0	0.0%	Q2 2026	Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	14,790	1,390	0.17%	0.17%	315	0	0.0%	Q2 2026	Aug 12, 2026
Garden State Investment Advisory Services LLC	History	No change	15,409	1,384	0.25%	0.25%	316	0	0.0%	Q2 2026	Aug 11, 2026
WealthBridge Capital Management, LLC	History	No change	15,341	1,378	0.27%	0.27%	317	0	0.0%	Q2 2026	Jul 24, 2026
James J. Burns & Company, LLC	History	No change	15,338	1,378	0.15%	0.15%	318	0	0.0%	Q2 2026	Aug 06, 2026
CENTAURUS FINANCIAL, INC.	History	No change	15,134	1,360	0.05%	0.05%	319	0	0.0%	Q2 2026	Aug 17, 2026
Belvedere Trading LLC	History	No change	14,951	1,343	0.0%	0.0%	320	0	0.0%	Q2 2026	Jul 31, 2026
Spire Wealth Management	History	No change	14,912	1,339	0.04%	0.04%	321	0	0.0%	Q2 2026	Jul 15, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	14,773	1,327	0.04%	0.04%	322	0	0.0%	Q2 2026	Jul 31, 2026
WealthPlan Investment Management, LLC	History	No change	14,749	1,325	0.07%	0.07%	323	0	0.0%	Q2 2026	Jul 28, 2026
PFG Advisors	History	No change	14,692	1,320	0.07%	0.07%	324	0	0.0%	Q2 2026	Jul 16, 2026
Richard W. Paul & Associates, LLC	History	No change	14,615	1,313	0.4%	0.4%	325	0	0.0%	Q2 2026	Aug 10, 2026
PKS Advisory Services, LLC	History	No change	14,526	1,304	0.21%	0.21%	326	0	0.0%	Q2 2026	Aug 04, 2026
COMMERCE BANK	History	No change	14,385	1,292	0.01%	0.01%	327	0	0.0%	Q2 2026	Aug 12, 2026
Intellectus Partners, LLC	History	No change	14,373	1,291	0.22%	0.22%	328	0	0.0%	Q2 2026	Aug 12, 2026
Endowment Wealth Management, Inc.	History	No change	14,331	1,287	0.5%	0.5%	329	0	0.0%	Q2 2026	Aug 05, 2026
Perigon Wealth Management, LLC	History	No change	14,273	1,282	0.02%	0.02%	330	0	0.0%	Q2 2026	Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	14,139	1,270	0.09%	0.09%	331	0	0.0%	Q2 2026	Jul 07, 2026
Avior Wealth Management, LLC	History	No change	14,045	1,261	0.03%	0.03%	332	0	0.0%	Q2 2026	Jul 07, 2026
JAMES INVESTMENT RESEARCH, INC.	History	No change	13,930	1,251	0.13%	0.13%	333	0	0.0%	Q2 2026	Jul 24, 2026
IMC-Chicago, LLC	History	No change	13,928	1,251	0.0%	0.0%	334	0	0.0%	Q2 2026	Aug 06, 2026
FSM Wealth Advisors, LLC	History	No change	13,922	1,250	0.13%	0.13%	335	0	0.0%	Q2 2026	Jul 15, 2026
Ausdal Financial Partners, Inc.	History	No change	13,890	1,247	0.05%	0.05%	336	0	0.0%	Q2 2026	Aug 14, 2026
Harvest Investment Services, LLC	History	No change	13,853	1,244	0.19%	0.19%	337	0	0.0%	Q2 2026	Aug 14, 2026
Lido Advisors, LLC	History	No change	13,808	1,240	0.0%	0.0%	338	0	0.0%	Q2 2026	Aug 07, 2026
CreativeOne Wealth, LLC	History	No change	13,631	1,224	0.03%	0.03%	339	0	0.0%	Q2 2026	Aug 13, 2026
Redhawk Wealth Advisors, Inc.	History	No change	13,437	1,207	0.12%	0.12%	340	0	0.0%	Q2 2026	Jul 09, 2026
United Advisor Group, LLC	History	No change	13,344	1,198	0.13%	0.13%	341	0	0.0%	Q2 2026	Jul 29, 2026
MAI Capital Management	History	No change	13,269	1,192	0.0%	0.0%	342	0	0.0%	Q2 2026	Aug 14, 2026
NATIXIS ADVISORS, LLC	History	No change	13,226	1,188	0.0%	0.0%	343	0	0.0%	Q2 2026	Aug 14, 2026
Pitcairn Wealth Advisors LLC	History	No change	13,220	1,187	0.13%	0.13%	344	0	0.0%	Q2 2026	Aug 10, 2026
Apollon Wealth Management, LLC	History	No change	13,179	1,184	0.01%	0.01%	345	0	0.0%	Q2 2026	Jul 22, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	History	No change	13,130	1,179	0.06%	0.06%	346	0	0.0%	Q2 2026	Aug 14, 2026
Valeo Financial Advisors, LLC	History	No change	13,114	1,178	0.02%	0.02%	347	0	0.0%	Q2 2026	Jul 08, 2026
LM Advisors LLC	History	No change	13,100	1,177	0.14%	0.14%	348	0	0.0%	Q2 2026	Aug 12, 2026
Arrowroot Family Office, LLC	History	No change	13,045	1,172	0.34%	0.34%	349	0	0.0%	Q2 2026	Aug 06, 2026
River Street Advisors LLC	History	No change	12,819	1,151	0.34%	0.34%	350	0	0.0%	Q2 2026	Jul 21, 2026
CoreCap Advisors, LLC	History	No change	12,779	1,148	0.03%	0.03%	351	0	0.0%	Q2 2026	Jul 06, 2026
BlackRock, Inc.	History	No change	12,746	1,145	0.0%	0.0%	352	0	0.0%	Q2 2026	Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	12,701	1,141	0.01%	0.01%	353	0	0.0%	Q2 2026	Aug 14, 2026
Newman Dignan & Sheerar, Inc.	History	No change	12,652	1,136	0.22%	0.22%	354	0	0.0%	Q2 2026	Jul 14, 2026
One Capital Management, LLC	History	No change	18,129	1,136	0.03%	0.03%	355	0	0.0%	Q2 2026	Aug 13, 2026
Beacon Financial Advisory LLC	History	No change	12,640	1,135	0.22%	0.22%	356	0	0.0%	Q2 2026	Aug 05, 2026
Alteri Wealth LLC	History	No change	12,535	1,126	0.31%	0.31%	357	0	0.0%	Q2 2026	Jul 29, 2026
Mattern Wealth Management LLC	History	No change	12,417	1,115	0.18%	0.18%	358	0	0.0%	Q2 2026	Jul 23, 2026
Southern Financial Group, LLC	History	No change	12,400	1,114	0.28%	0.28%	359	0	0.0%	Q2 2026	Jul 24, 2026
Keating Financial Advisory Services, Inc.	History	No change	12,326	1,107	0.15%	0.15%	360	0	0.0%	Q2 2026	Aug 11, 2026
Beaumont Asset Management, L.L.C.	History	No change	12,275	1,102	0.43%	0.43%	361	0	0.0%	Q2 2026	Jul 22, 2026
Global Financial Private Client, LLC	History	No change	12,164	1,092	0.3%	0.3%	362	0	0.0%	Q2 2026	Jul 20, 2026
Prepared Retirement Institute LLC	History	No change	12,130	1,089	0.46%	0.46%	363	0	0.0%	Q2 2026	Aug 10, 2026
Fullerton Advisors, LLC	History	No change	12,127	1,089	1.02%	1.02%	364	0	0.0%	Q2 2026	Jul 27, 2026
HighPoint Advisor Group LLC	History	No change	12,067	1,084	0.04%	0.04%	365	0	0.0%	Q2 2026	Aug 05, 2026
IFG Advisory, LLC	History	No change	12,063	1,083	0.04%	0.04%	366	0	0.0%	Q2 2026	Aug 13, 2026
Astoria Portfolio Advisors LLC.	History	No change	12,034	1,081	0.18%	0.18%	367	0	0.0%	Q2 2026	Jul 28, 2026
Cyndeo Wealth Partners, LLC	History	No change	11,945	1,073	0.05%	0.05%	368	0	0.0%	Q2 2026	Jul 21, 2026
CALTON & ASSOCIATES, INC.	History	No change	11,841	1,063	0.16%	0.16%	369	0	0.0%	Q2 2026	Aug 10, 2026
Sun Financial Inc	History	No change	10,432	1,049	0.49%	0.49%	370	0	0.0%	Q2 2026	Aug 11, 2026
SIMPLEX TRADING, LLC	History	No change	11,626	1,044	0.0%	0.0%	371	0	0.0%	Q2 2026	Aug 12, 2026
CPR Investments Inc.	History	No change	11,600	1,042	0.8%	0.8%	372	0	0.0%	Q2 2026	Jul 14, 2026
VISTA INVESTMENT PARTNERS II, LLC	History	No change	11,379	1,022	0.4%	0.4%	373	0	0.0%	Q2 2026	Jul 21, 2026
PARK AVENUE SECURITIES LLC	History	No change	11,323	1,017	0.01%	0.01%	374	0	0.0%	Q2 2026	Jul 20, 2026
GoalVest Advisory LLC	History	Added to	46,921	1,012	0.18%	0.14%	375	+38,722	472.28%	Q3 2026	Oct 02, 2026
Morey & Quinn Wealth Partners, LLC	History	No change	11,143	1,001	0.64%	0.64%	376	0	0.0%	Q2 2026	Jul 27, 2026
American Institute for Advanced Investment Management, LLP	History	No change	11,113	998	0.58%	0.58%	377	0	0.0%	Q2 2026	Jul 21, 2026
Continuum Advisory, LLC	History	No change	11,091	996	0.08%	0.08%	378	0	0.0%	Q2 2026	Aug 06, 2026
Bramshill Investments, LLC	History	No change	11,000	988	0.08%	0.08%	379	0	0.0%	Q2 2026	Aug 14, 2026
Rehmann Capital Advisory Group	History	No change	10,954	984	0.05%	0.05%	380	0	0.0%	Q2 2026	Aug 20, 2026
Mirador Capital Partners LP	History	No change	10,904	979	0.12%	0.12%	381	0	0.0%	Q2 2026	Jul 07, 2026
Paragon Private Wealth Management, LLC	History	No change	10,867	976	0.25%	0.25%	382	0	0.0%	Q2 2026	Jul 28, 2026
Aspen Investment Management Inc	History	No change	10,849	975	0.26%	0.26%	383	0	0.0%	Q2 2026	Jul 17, 2026
APS Management Group, Inc.	History	No change	10,722	963	0.74%	0.74%	384	0	0.0%	Q2 2026	Jul 10, 2026
IEQ CAPITAL, LLC	History	No change	10,669	958	0.0%	0.0%	385	0	0.0%	Q2 2026	Aug 11, 2026
Y.D. More Investments Ltd	History	No change	10,592	951	0.03%	0.03%	386	0	0.0%	Q2 2026	Aug 05, 2026
OLD NATIONAL BANCORP /IN/	History	No change	10,505	943	0.02%	0.02%	387	0	0.0%	Q2 2026	Jul 15, 2026
YANKCOM Partnership	History	No change	10,490	942	0.34%	0.34%	388	0	0.0%	Q2 2026	Jul 21, 2026
ARWA LLC	History	No change	10,002	919	0.38%	0.38%	389	0	0.0%	Q2 2026	Jul 24, 2026
Chicago Partners Investment Group LLC	History	No change	10,388	911	0.02%	0.02%	390	0	0.0%	Q2 2026	Jul 29, 2026
Symphony Financial, Ltd. Co.	History	No change	10,111	908	0.1%	0.1%	391	0	0.0%	Q2 2026	Aug 03, 2026
Cornerstone Wealth, LLC/TN	History	No change	9,644	897	0.45%	0.45%	392	0	0.0%	Q2 2026	Jul 29, 2026
EP Wealth Advisors, LLC	History	No change	9,886	888	0.0%	0.0%	393	0	0.0%	Q2 2026	Aug 11, 2026
DeDora Capital, Inc.	History	No change	9,882	887	0.19%	0.19%	394	0	0.0%	Q2 2026	Jul 13, 2026
KFG WEALTH MANAGEMENT, LLC	History	No change	9,877	887	0.1%	0.1%	395	0	0.0%	Q2 2026	Jul 22, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC	History	No change	9,815	881	0.34%	0.34%	396	0	0.0%	Q2 2026	Jul 09, 2026
Compound Planning, Inc.	History	No change	9,755	876	0.02%	0.02%	397	0	0.0%	Q2 2026	Aug 04, 2026
Keystone Financial Group	History	No change	9,703	871	0.05%	0.05%	398	0	0.0%	Q2 2026	Jul 29, 2026
SFG Wealth Management, LLC.	History	No change	9,647	866	0.31%	0.31%	399	0	0.0%	Q2 2026	Jul 22, 2026
BLUEDOOR PRIVATE WEALTH, LLC	History	No change	9,600	862	0.36%	0.36%	400	0	0.0%	Q2 2026	Jul 16, 2026
LJI Wealth Management, LLC	History	No change	9,499	853	0.12%	0.12%	401	0	0.0%	Q2 2026	Jul 31, 2026
KICKSTAND VENTURES, LLC.	History	No change	9,493	852	0.15%	0.15%	402	0	0.0%	Q2 2026	Jul 30, 2026
Keystone Wealth Services, LLC	History	No change	9,452	849	0.16%	0.16%	403	0	0.0%	Q2 2026	Aug 05, 2026
KRAEMATON INVESTMENT ADVISORS, INC	History	No change	9,357	840	0.63%	0.63%	404	0	0.0%	Q2 2026	Jul 24, 2026
Dakota Wealth Management	History	No change	9,346	839	0.02%	0.02%	405	0	0.0%	Q2 2026	Aug 07, 2026
Simplicity Wealth,LLC	History	No change	9,241	830	0.03%	0.03%	406	0	0.0%	Q2 2026	Aug 06, 2026
BYRNE FINANCIAL FREEDOM, LLC	History	No change	9,143	821	0.32%	0.32%	407	0	0.0%	Q2 2026	Jul 30, 2026
IPG Investment Advisors LLC	History	No change	9,137	820	0.12%	0.12%	408	0	0.0%	Q2 2026	Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	9,126	819	0.05%	0.05%	409	0	0.0%	Q2 2026	Aug 07, 2026
Medallion Wealth Advisors, LLC	History	No change	9,081	817	0.26%	0.26%	410	0	0.0%	Q2 2026	Aug 14, 2026
Institute for Wealth Management, LLC.	History	No change	9,073	815	0.07%	0.07%	411	0	0.0%	Q2 2026	Jul 28, 2026
Triad Wealth Partners, LLC	History	No change	8,688	815	0.05%	0.05%	412	0	0.0%	Q2 2026	Aug 10, 2026
Fortis Advisors, LLC	History	No change	9,059	813	0.38%	0.38%	413	0	0.0%	Q2 2026	Aug 13, 2026
BARCLAYS PLC	History	No change	8,989	807	0.0%	0.0%	414	0	0.0%	Q2 2026	Aug 14, 2026
Capital Analysts, LLC	History	No change	8,861	796	0.02%	0.02%	415	0	0.0%	Q2 2026	Aug 05, 2026
Worthington Financial Partners, LLC	History	No change	8,740	785	0.65%	0.65%	416	0	0.0%	Q2 2026	Jul 21, 2026
Quantinno Capital Management LP	History	No change	8,709	782	0.0%	0.0%	417	0	0.0%	Q2 2026	Aug 13, 2026
Midwest Trust Co	History	No change	8,680	779	0.01%	0.01%	418	0	0.0%	Q2 2026	Aug 04, 2026
Glass Jacobson Investment Advisors llc	History	No change	8,627	775	0.24%	0.24%	419	0	0.0%	Q2 2026	Jul 30, 2026
Columbus Macro, LLC	History	No change	8,621	774	0.08%	0.08%	420	0	0.0%	Q2 2026	Jul 22, 2026
Strategic Advisors LLC	History	No change	8,549	768	0.17%	0.17%	421	0	0.0%	Q2 2026	Jul 28, 2026
Kaizen Financial Strategies	History	No change	8,390	764	0.25%	0.25%	422	0	0.0%	Q2 2026	Jul 30, 2026
Bensler, LLC	History	No change	8,502	763	0.07%	0.07%	423	0	0.0%	Q2 2026	Jul 23, 2026
FIDUCIARY TRUST CO	History	No change	8,456	759	0.01%	0.01%	424	0	0.0%	Q2 2026	Aug 13, 2026
KINTRA WEALTH, LLC	History	No change	7,412	757	0.04%	0.04%	425	0	0.0%	Q2 2026	Aug 14, 2026
Savvy Advisors, Inc.	History	No change	8,404	755	0.02%	0.02%	426	0	0.0%	Q2 2026	Aug 03, 2026
Caprock Group, LLC	History	No change	8,397	754	0.01%	0.01%	427	0	0.0%	Q2 2026	Jul 27, 2026
Barnes Wealth Management Group, Inc	History	No change	8,202	736	0.34%	0.34%	428	0	0.0%	Q2 2026	Jul 24, 2026
World Investment Advisors	History	No change	9,799	730	0.01%	0.01%	429	0	0.0%	Q2 2026	Aug 13, 2026
Realta Investment Advisors	History	No change	8,125	730	0.23%	0.23%	430	0	0.0%	Q2 2026	Jul 20, 2026
Global Assets Advisory, LLC	History	No change	7,931	726	0.16%	0.16%	431	0	0.0%	Q2 2026	Jul 27, 2026
Fortune Financial Group, Inc.	History	No change	8,021	720	0.56%	0.56%	432	0	0.0%	Q2 2026	Jul 24, 2026
Rye Brook Capital LLC	History	No change	8,000	719	0.5%	0.5%	433	0	0.0%	Q2 2026	Jul 20, 2026
Juno Financial Group LLC	History	No change	7,994	718	0.25%	0.25%	434	0	0.0%	Q2 2026	Aug 04, 2026
DAVIS R M INC	History	No change	7,965	715	0.01%	0.01%	435	0	0.0%	Q2 2026	Aug 14, 2026
Retirement Planning Group, LLC	History	No change	7,900	709	0.02%	0.02%	436	0	0.0%	Q2 2026	Aug 05, 2026
Balboa Wealth Partners	History	No change	7,872	707	0.1%	0.1%	437	0	0.0%	Q2 2026	Aug 10, 2026
Balance Wealth Partners LLC	History	No change	7,811	701	0.19%	0.19%	438	0	0.0%	Q2 2026	Jul 21, 2026
Intesa Sanpaolo Wealth Management	History	No change	7,800	700	0.14%	0.14%	439	0	0.0%	Q2 2026	Jul 23, 2026
Allied Private Wealth LLC	History	No change	7,595	696	0.45%	0.45%	440	0	0.0%	Q2 2026	Jul 09, 2026
Castleview Partners, LLC	History	No change	7,743	695	0.31%	0.31%	441	0	0.0%	Q2 2026	Jul 20, 2026
GLENMEDE TRUST CO NA	History	No change	7,696	691	0.0%	0.0%	442	0	0.0%	Q2 2026	Aug 10, 2026
BROWN ADVISORY INC	History	No change	7,649	687	0.0%	0.0%	443	0	0.0%	Q2 2026	Aug 14, 2026
Grantvest Financial Group LLC	History	No change	7,643	686	0.4%	0.4%	444	0	0.0%	Q2 2026	Aug 07, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	History	No change	7,523	682	0.53%	0.53%	445	0	0.0%	Q2 2026	Jul 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV	History	No change	6,714	676	0.22%	0.22%	446	0	0.0%	Q2 2026	Aug 13, 2026
Triton Wealth Management, PLLC	History	No change	7,289	668	0.21%	0.21%	447	0	0.0%	Q2 2026	Aug 05, 2026
PRESILIUM PRIVATE WEALTH, LLC	History	No change	7,375	662	0.1%	0.1%	448	0	0.0%	Q2 2026	Jul 22, 2026
Symphony Financial Services, Inc.	History	No change	7,373	662	0.3%	0.3%	449	0	0.0%	Q2 2026	Jul 22, 2026
Wellington Shields Capital Management, LLC	History	No change	7,300	655	0.08%	0.08%	450	0	0.0%	Q2 2026	Aug 10, 2026
HBW ADVISORY SERVICES LLC	History	No change	7,257	652	0.06%	0.06%	451	0	0.0%	Q2 2026	Jul 16, 2026
Focus Financial Network, Inc.	History	No change	7,256	651	0.02%	0.02%	452	0	0.0%	Q2 2026	Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	7,215	648	0.0%	0.0%	453	0	0.0%	Q2 2026	Aug 14, 2026
Stonebridge Financial Planning Group, LLC	History	No change	7,219	648	0.21%	0.21%	454	0	0.0%	Q2 2026	Jul 31, 2026
Altus Wealth Group LLC	History	No change	7,206	647	0.23%	0.23%	455	0	0.0%	Q2 2026	Jul 17, 2026
Richmond Investment Services, LLC	History	No change	7,179	645	0.2%	0.2%	456	0	0.0%	Q2 2026	Jul 27, 2026
COZAD ASSET MANAGEMENT INC	History	No change	7,121	639	0.04%	0.04%	457	0	0.0%	Q2 2026	Aug 14, 2026
Composition Wealth, LLC	History	No change	7,116	639	0.01%	0.01%	458	0	0.0%	Q2 2026	Jul 22, 2026
Claro Advisors Inc.	History	No change	7,054	633	0.07%	0.07%	459	0	0.0%	Q2 2026	Jul 30, 2026
Wealth Management Associates, Inc.	History	No change	6,986	627	0.17%	0.17%	460	0	0.0%	Q2 2026	Jul 21, 2026
Betterment LLC	History	No change	6,966	626	0.0%	0.0%	461	0	0.0%	Q2 2026	Aug 14, 2026
Crestwood Advisors Group, LLC	History	No change	6,937	623	0.01%	0.01%	462	0	0.0%	Q2 2026	Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	6,933	622	0.01%	0.01%	463	0	0.0%	Q2 2026	Jul 14, 2026
Boreal Capital Management LLC	History	No change	6,875	617	0.46%	0.46%	464	0	0.0%	Q2 2026	Aug 13, 2026
Sequoia Financial Advisors, LLC	History	No change	6,811	611	0.0%	0.0%	465	0	0.0%	Q2 2026	Jul 17, 2026
TrueWealth Advisors, LLC	History	No change	6,791	610	0.14%	0.14%	466	0	0.0%	Q2 2026	Jul 08, 2026
Kovack Advisors, Inc.	History	No change	6,725	609	0.03%	0.03%	467	0	0.0%	Q2 2026	Jul 28, 2026
Interchange Capital Partners, LLC	History	No change	6,723	604	0.11%	0.11%	468	0	0.0%	Q2 2026	Jul 20, 2026
GFS Advisors, LLC	History	No change	16	596	0.06%	0.06%	469	0	0.0%	Q2 2026	Aug 04, 2026
COTTONWOOD CAPITAL ADVISORS, LLC	History	No change	6,641	596	0.36%	0.36%	470	0	0.0%	Q2 2026	Jul 23, 2026
TITLEIST ASSET MANAGEMENT, LLC	History	No change	6,633	595	0.04%	0.04%	471	0	0.0%	Q2 2026	Jul 20, 2026
Wagner Wealth Management, LLC	History	No change	6,574	590	0.11%	0.11%	472	0	0.0%	Q2 2026	Jul 24, 2026
Westshore Wealth, LLC	History	No change	6,560	589	0.18%	0.18%	473	0	0.0%	Q2 2026	Aug 10, 2026
Delta Investment Management, LLC	History	No change	6,539	587	0.1%	0.1%	474	0	0.0%	Q2 2026	Aug 13, 2026
US BANCORP \DE\	History	No change	6,501	584	0.0%	0.0%	475	0	0.0%	Q2 2026	Aug 12, 2026
Glen Eagle Advisors, LLC	History	No change	6,491	583	0.07%	0.07%	476	0	0.0%	Q2 2026	Aug 14, 2026
Northwest Financial Advisors	History	No change	6,469	581	0.08%	0.08%	477	0	0.0%	Q2 2026	Jul 27, 2026
Ameritas Investment Partners, Inc.	History	No change	6,464	580	0.02%	0.02%	478	0	0.0%	Q2 2026	Aug 13, 2026
Capital Square, LLC	History	No change	6,320	580	0.25%	0.25%	479	0	0.0%	Q2 2026	Aug 12, 2026
NORTHERN TRUST CORP	History	No change	6,419	576	0.0%	0.0%	480	0	0.0%	Q2 2026	Aug 13, 2026
Marshall & Sterling Wealth Advisors Inc.	History	No change	6,414	576	0.34%	0.34%	481	0	0.0%	Q2 2026	Jul 21, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	6,359	571	0.02%	0.02%	482	0	0.0%	Q2 2026	Aug 06, 2026
Capital CS Group, LLC	History	No change	6,293	565	0.45%	0.45%	483	0	0.0%	Q2 2026	Aug 12, 2026
Sunpointe, LLC	History	No change	6,266	563	0.16%	0.16%	484	0	0.0%	Q2 2026	Jul 24, 2026
Mason & Associates Inc	History	No change	6,256	562	0.09%	0.09%	485	0	0.0%	Q2 2026	Jul 23, 2026
Resurgent Financial Advisors LLC	History	No change	6,210	557	0.15%	0.15%	486	0	0.0%	Q2 2026	Aug 14, 2026
Tradition Wealth Management, LLC	History	No change	6,165	553	0.03%	0.03%	487	0	0.0%	Q2 2026	Aug 11, 2026
Unconventional Investor, LLC	History	No change	6,073	545	0.23%	0.23%	488	0	0.0%	Q2 2026	Aug 18, 2026
Caldwell Trust Co	History	No change	5,990	538	0.04%	0.04%	489	0	0.0%	Q2 2026	Aug 03, 2026
Onyx Bridge Wealth Group LLC	History	No change	5,973	536	0.05%	0.05%	490	0	0.0%	Q2 2026	Jul 23, 2026
Tempo Wealth, LLC	History	No change	5,876	527	0.08%	0.08%	491	0	0.0%	Q2 2026	Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	5,821	523	0.0%	0.0%	492	0	0.0%	Q2 2026	Jul 23, 2026
Financial Partners Group, Inc	History	No change	5,820	522	0.05%	0.05%	493	0	0.0%	Q2 2026	Jul 23, 2026
Tidemark, LLC	History	No change	5,723	514	0.12%	0.12%	494	0	0.0%	Q2 2026	Aug 10, 2026
CHOREO, LLC	History	No change	5,633	506	0.01%	0.01%	495	0	0.0%	Q2 2026	Aug 04, 2026
Quantum Private Wealth, LLC	History	No change	5,581	501	0.13%	0.13%	496	0	0.0%	Q2 2026	Jul 29, 2026
Gilman Hill Asset Management, LLC	History	No change	5,575	500	0.07%	0.07%	497	0	0.0%	Q2 2026	Jul 09, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	No change	5,563	499	0.07%	0.07%	498	0	0.0%	Q2 2026	Jul 24, 2026
Strategic Blueprint, LLC	History	No change	5,357	481	0.02%	0.02%	499	0	0.0%	Q2 2026	Jul 23, 2026
Aptus Capital Advisors, LLC	History	No change	5,348	480	0.0%	0.0%	500	0	0.0%	Q2 2026	Aug 12, 2026
HUNTINGTON NATIONAL BANK	History	No change	5,283	474	0.0%	0.0%	501	0	0.0%	Q2 2026	Aug 13, 2026
PRIVATE TRUST CO NA	History	No change	5,217	468	0.04%	0.04%	502	0	0.0%	Q2 2026	Jul 28, 2026
Allworth Financial LP	History	No change	5,135	461	0.0%	0.0%	503	0	0.0%	Q2 2026	Aug 11, 2026
Perennial Investment Advisors, LLC	History	No change	5,119	459	0.03%	0.03%	504	0	0.0%	Q2 2026	Aug 14, 2026
Cottage Street Advisors LLC	History	No change	5,096	457	0.18%	0.18%	505	0	0.0%	Q2 2026	Jul 20, 2026
Elmwood Wealth Management, Inc.	History	No change	5,066	455	0.11%	0.11%	506	0	0.0%	Q2 2026	Jul 07, 2026
B. Riley Wealth Advisors, Inc.	History	No change	5,121	453	0.02%	0.02%	507	0	0.0%	Q2 2026	Jul 14, 2026
Maridea Wealth Management LLC	History	No change	5,023	451	0.05%	0.05%	508	0	0.0%	Q2 2026	Aug 06, 2026
SUMMIT WEALTH GROUP LLC / CO	History	No change	5,011	450	0.04%	0.04%	509	0	0.0%	Q2 2026	Jul 28, 2026
71 West Capital Partners	History	No change	4,982	447	0.02%	0.02%	510	0	0.0%	Q2 2026	Aug 04, 2026
Joseph Group Capital Management	History	No change	4,937	443	0.09%	0.09%	511	0	0.0%	Q2 2026	Aug 06, 2026
Founders Financial Alliance, LLC	History	No change	4,928	442	0.06%	0.06%	512	0	0.0%	Q2 2026	Aug 04, 2026
Atlas Wealth LLC	History	No change	4,920	442	0.06%	0.06%	513	0	0.0%	Q2 2026	Jul 28, 2026
Valmark Advisers, Inc.	History	No change	4,861	436	0.0%	0.0%	514	0	0.0%	Q2 2026	Aug 06, 2026
WEALTH EFFECTS LLC	History	No change	4,842	435	0.12%	0.12%	515	0	0.0%	Q2 2026	Aug 06, 2026
Nilsine Partners, LLC	History	No change	4,837	434	0.03%	0.03%	516	0	0.0%	Q2 2026	Jul 24, 2026
MBE Wealth Management, LLC	History	No change	4,742	426	0.15%	0.15%	517	0	0.0%	Q2 2026	Jul 24, 2026
BCS Wealth Management	History	No change	4,750	426	0.08%	0.08%	518	0	0.0%	Q2 2026	Jul 16, 2026
FIRST CITIZENS BANK & TRUST CO	History	No change	4,613	414	0.01%	0.01%	519	0	0.0%	Q2 2026	Jul 13, 2026
MTM Investment Management, LLC	History	No change	4,600	413	0.12%	0.12%	520	0	0.0%	Q2 2026	Aug 03, 2026
Archford Capital Strategies, LLC	History	No change	4,553	409	0.04%	0.04%	521	0	0.0%	Q2 2026	Jul 17, 2026
SHARPEPOINT LLC	History	No change	4,556	409	0.2%	0.2%	522	0	0.0%	Q2 2026	Jul 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	4,518	405	0.0%	0.0%	523	0	0.0%	Q2 2026	Aug 14, 2026
Ally Invest Advisors Inc.	History	No change	4,435	398	0.02%	0.02%	524	0	0.0%	Q2 2026	Aug 13, 2026
Fusion Capital, LLC	History	No change	4,412	396	0.09%	0.09%	525	0	0.0%	Q2 2026	Aug 05, 2026
Pure Financial Advisors, LLC	History	No change	4,398	395	0.01%	0.01%	526	0	0.0%	Q2 2026	Aug 14, 2026
Choice Wealth Advisors LLC	History	No change	4,387	394	0.14%	0.14%	527	0	0.0%	Q2 2026	Jul 09, 2026
Opal Wealth Advisors, LLC	History	No change	4,386	394	0.09%	0.09%	528	0	0.0%	Q2 2026	Jul 20, 2026
Kingdom Financial Group LLC.	History	No change	4,396	394	0.1%	0.1%	529	0	0.0%	Q2 2026	Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	4,356	391	0.0%	0.0%	530	0	0.0%	Q2 2026	Aug 13, 2026
ProCore Advisors, LLC	History	No change	4,358	391	0.48%	0.48%	531	0	0.0%	Q2 2026	Jul 27, 2026
CHAPIN DAVIS, INC.	History	No change	4,348	390	0.07%	0.07%	532	0	0.0%	Q2 2026	Jul 07, 2026
RWA WEALTH PARTNERS, LLC	History	No change	4,332	389	0.0%	0.0%	533	0	0.0%	Q2 2026	Aug 07, 2026
GK Wealth Management LLC	History	No change	4,323	388	0.2%	0.2%	534	0	0.0%	Q2 2026	Jul 07, 2026
Modera Wealth Management, LLC	History	No change	4,311	387	0.0%	0.0%	535	0	0.0%	Q2 2026	Aug 03, 2026
XTX Topco Ltd	History	No change	4,315	387	0.01%	0.01%	536	0	0.0%	Q2 2026	Aug 14, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	6,158	385	0.0%	0.0%	537	0	0.0%	Q2 2026	Aug 14, 2026
Evelyn Partners Group Ltd	History	No change	4,278	384	0.0%	0.0%	538	0	0.0%	Q2 2026	Aug 07, 2026
Stablepoint Partners, LLC	History	No change	4,271	383	0.05%	0.05%	539	0	0.0%	Q2 2026	Jul 09, 2026
Plan Group Financial, LLC	History	No change	4,257	382	0.08%	0.08%	540	0	0.0%	Q2 2026	Aug 03, 2026
Indivisible Partners	History	No change	4,255	382	0.02%	0.02%	541	0	0.0%	Q2 2026	Aug 04, 2026
Advyzon Investment Management, LLC	History	No change	4,174	375	0.03%	0.03%	542	0	0.0%	Q2 2026	Aug 14, 2026
Americana Partners, LLC	History	No change	4,142	372	0.01%	0.01%	543	0	0.0%	Q2 2026	Aug 05, 2026
Sculati Wealth Management, LLC	History	No change	4,000	369	0.12%	0.12%	544	0	0.0%	Q2 2026	Jul 21, 2026
HUB Investment Partners, LLC	History	No change	4,111	369	0.01%	0.01%	545	0	0.0%	Q2 2026	Jul 31, 2026
Walker Asset Management, LLC	History	No change	4,074	366	0.18%	0.18%	546	0	0.0%	Q2 2026	Jul 10, 2026
First County Bank /CT/	History	No change	4,000	359	0.17%	0.17%	547	0	0.0%	Q2 2026	Jul 02, 2026
Wedmont Private Capital	History	No change	3,900	358	0.01%	0.01%	548	0	0.0%	Q2 2026	Jul 13, 2026
Sound Income Strategies, LLC	History	No change	3,940	354	0.02%	0.02%	549	0	0.0%	Q2 2026	Jul 20, 2026
Aurora Private Wealth, Inc.	History	No change	3,921	352	0.22%	0.22%	550	0	0.0%	Q2 2026	Jul 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	3,887	349	0.13%	0.13%	551	0	0.0%	Q2 2026	Jul 08, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	No change	3,878	348	0.02%	0.02%	552	0	0.0%	Q2 2026	Aug 11, 2026
Madison Wealth Partners, Inc	History	No change	3,875	348	0.04%	0.04%	553	0	0.0%	Q2 2026	Aug 12, 2026
Stirlingshire Investments, Inc.	History	No change	3,844	345	0.26%	0.26%	554	0	0.0%	Q2 2026	Jul 31, 2026
FSB PREMIER WEALTH MANAGEMENT, INC.	History	No change	3,819	343	0.1%	0.1%	555	0	0.0%	Q2 2026	Aug 12, 2026
W1M Asset Management Ltd	History	No change	3,831	343	0.0%	0.0%	556	0	0.0%	Q2 2026	Aug 12, 2026
REAP Financial Group, LLC	History	No change	3,790	340	0.06%	0.06%	557	0	0.0%	Q2 2026	Aug 04, 2026
Z3 Capital Partners, LLC	History	No change	3,762	337	0.07%	0.07%	558	0	0.0%	Q2 2026	Jul 28, 2026
Kestra Investment Management, LLC	History	No change	3,718	334	0.01%	0.01%	559	0	0.0%	Q2 2026	Aug 05, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	3,702	332	0.09%	0.09%	560	0	0.0%	Q2 2026	Jul 30, 2026
Acorn Wealth Advisors, LLC	History	No change	3,703	332	0.08%	0.08%	561	0	0.0%	Q2 2026	Jul 30, 2026
LEIGH BALDWIN & CO., LLC	History	No change	3,687	331	0.18%	0.18%	562	0	0.0%	Q2 2026	Aug 13, 2026
tru Independence LLC	History	No change	3,644	327	0.14%	0.14%	563	0	0.0%	Q2 2026	Aug 10, 2026
Omega Financial Group, LLC	History	No change	3,628	325	0.1%	0.1%	564	0	0.0%	Q2 2026	Jul 21, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC	History	No change	3,600	323	0.07%	0.07%	565	0	0.0%	Q2 2026	Aug 07, 2026
Facet Wealth, Inc.	History	No change	3,596	323	0.0%	0.0%	566	0	0.0%	Q2 2026	Jul 27, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC	History	No change	3,587	322	0.2%	0.2%	567	0	0.0%	Q2 2026	Jul 28, 2026
Pinnacle Family Advisors, LLC	History	No change	3,555	319	0.13%	0.13%	568	0	0.0%	Q2 2026	Aug 14, 2026
Fortis Capital Advisors, LLC	History	No change	3,539	317	0.04%	0.04%	569	0	0.0%	Q2 2026	Jul 31, 2026
ExodusPoint Capital Management, LP	History	No change	3,500	314	0.0%	0.0%	570	0	0.0%	Q2 2026	Aug 14, 2026
GRANVILLE CAPITAL, INC.	History	No change	3,493	313	0.14%	0.14%	571	0	0.0%	Q2 2026	Aug 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC	History	No change	3,476	312	0.08%	0.08%	572	0	0.0%	Q2 2026	Jul 24, 2026
Valued Retirements, Inc.	History	No change	3,473	312	0.28%	0.28%	573	0	0.0%	Q2 2026	Aug 13, 2026
KMG FIDUCIARY PARTNERS, LLC	History	No change	3,462	311	0.03%	0.03%	574	0	0.0%	Q2 2026	Jul 09, 2026
Impact Partnership Wealth, LLC	History	No change	3,468	311	0.03%	0.03%	575	0	0.0%	Q2 2026	Jul 29, 2026
DRW Securities, LLC	History	No change	3,458	310	0.01%	0.01%	576	0	0.0%	Q2 2026	Aug 14, 2026
Team Financial Group, LLC	History	No change	3,457	310	0.13%	0.13%	577	0	0.0%	Q2 2026	Jul 10, 2026
Meridian Financial Advisors, LLC	History	No change	3,443	309	0.15%	0.15%	578	0	0.0%	Q2 2026	Jul 22, 2026
Pinion Investment Advisors, LLC	History	No change	3,427	307	0.06%	0.06%	579	0	0.0%	Q2 2026	Aug 06, 2026
JBR Co Financial Management Inc	History	No change	3,417	307	0.11%	0.11%	580	0	0.0%	Q2 2026	Jul 09, 2026
XCELSIOR ADVISOR PARTNERS LLC	History	No change	3,427	307	0.04%	0.04%	581	0	0.0%	Q2 2026	Aug 14, 2026
Comprehensive Financial Consultants Institutional, Inc.	History	No change	3,366	302	0.08%	0.08%	582	0	0.0%	Q2 2026	Jul 15, 2026
PINCUS CAPITAL MANAGEMENT, LP	History	No change	3,356	301	0.18%	0.18%	583	0	0.0%	Q2 2026	Jul 31, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	History	No change	3,336	299	0.06%	0.06%	584	0	0.0%	Q2 2026	Aug 06, 2026
Cypress Wealth Services, LLC	History	No change	3,320	298	0.04%	0.04%	585	0	0.0%	Q2 2026	Jul 10, 2026
Sonoma Allocations LLC	History	No change	3,253	298	0.09%	0.09%	586	0	0.0%	Q2 2026	Jul 08, 2026
Bulltick Wealth Management, LLC	History	No change	3,312	297	0.06%	0.06%	587	0	0.0%	Q2 2026	Jul 30, 2026
GENTRY PRIVATE WEALTH, LLC	History	No change	3,289	295	0.15%	0.15%	588	0	0.0%	Q2 2026	Aug 05, 2026
Plum Street Advisors, LLC	History	No change	3,282	294	0.09%	0.09%	589	0	0.0%	Q2 2026	Aug 13, 2026
Russell Investments Group, Ltd.	History	No change	3,254	292	0.0%	0.0%	590	0	0.0%	Q2 2026	Aug 06, 2026
WealthTrust Asset Management, LLC	History	No change	3,245	291	0.16%	0.16%	591	0	0.0%	Q2 2026	Jul 27, 2026
LFG Wealth Partners, LLC	History	No change	3,228	290	0.14%	0.14%	592	0	0.0%	Q2 2026	Aug 04, 2026
AdvisorNet Financial, Inc	History	No change	3,222	289	0.01%	0.01%	593	0	0.0%	Q2 2026	Jul 23, 2026
MARIPAU WEALTH MANAGEMENT LLC	History	No change	3,204	287	0.1%	0.1%	594	0	0.0%	Q2 2026	Aug 11, 2026
KPP Advisory Services LLC	History	No change	3,200	287	0.04%	0.04%	595	0	0.0%	Q2 2026	Jul 24, 2026
Briggs Wealth Management, Inc	History	No change	3,200	287	0.26%	0.26%	596	0	0.0%	Q2 2026	Aug 06, 2026
Fisher Asset Management, LLC	History	No change	3,188	286	0.0%	0.0%	597	0	0.0%	Q2 2026	Aug 04, 2026
Navis Wealth Advisors, LLC	History	No change	3,193	286	0.11%	0.11%	598	0	0.0%	Q2 2026	Aug 14, 2026
VIAWEALTH, LLC	History	No change	3,185	286	0.14%	0.14%	599	0	0.0%	Q2 2026	Aug 11, 2026
Avidian Wealth Enterprises, LLC	History	No change	3,160	283	0.01%	0.01%	600	0	0.0%	Q2 2026	Jul 24, 2026
Argyle Capital Partners, LLC	History	No change	3,128	281	0.18%	0.18%	601	0	0.0%	Q2 2026	Aug 07, 2026
Owen LaRue, LLC	History	No change	3,113	279	0.1%	0.1%	602	0	0.0%	Q2 2026	Jul 22, 2026
Private Capital Management, LLC	History	No change	3,100	278	0.02%	0.02%	603	0	0.0%	Q2 2026	Aug 14, 2026
Clarendon Private LLC	History	No change	3,078	276	0.18%	0.18%	604	0	0.0%	Q2 2026	Jul 22, 2026
Chancellor Financial Group WB LP	History	No change	3,075	276	0.17%	0.17%	605	0	0.0%	Q2 2026	Aug 10, 2026
Van Diest Capital, LLC	History	No change	3,072	276	0.25%	0.25%	606	0	0.0%	Q2 2026	Aug 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC	History	No change	3,064	275	0.02%	0.02%	607	0	0.0%	Q2 2026	Aug 14, 2026
Exit Wealth Advisors, LLC.	History	No change	3,052	274	0.12%	0.12%	608	0	0.0%	Q2 2026	Aug 11, 2026
CRUX WEALTH ADVISORS	History	No change	3,047	273	0.09%	0.09%	609	0	0.0%	Q2 2026	Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC	History	No change	3,031	272	0.02%	0.02%	610	0	0.0%	Q2 2026	Aug 04, 2026
Venture Visionary Partners LLC	History	No change	3,023	271	0.01%	0.01%	611	0	0.0%	Q2 2026	Jul 27, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	History	No change	3,019	271	0.18%	0.18%	612	0	0.0%	Q2 2026	Jul 13, 2026
Investment Planning Advisors, Inc.	History	No change	3,014	270	0.06%	0.06%	613	0	0.0%	Q2 2026	Jul 23, 2026
Towneley Capital Management, Inc / DE	History	No change	3,000	269	0.05%	0.05%	614	0	0.0%	Q2 2026	Jul 30, 2026
Evolution Wealth Advisors, LLC	History	No change	2,985	268	0.03%	0.03%	615	0	0.0%	Q2 2026	Jul 29, 2026
BALDWIN WEALTH PARTNERS LLC/MA	History	No change	2,979	267	0.02%	0.02%	616	0	0.0%	Q2 2026	Jul 14, 2026
One Charles Private Wealth Services, LLC	History	No change	2,978	267	0.06%	0.06%	617	0	0.0%	Q2 2026	Jul 15, 2026
Darden Wealth Group Inc	History	No change	2,970	266	0.11%	0.11%	618	0	0.0%	Q2 2026	Aug 06, 2026
FLC Capital Advisors	History	No change	2,950	265	0.04%	0.04%	619	0	0.0%	Q2 2026	Jul 20, 2026
Trilogy Capital Inc.	History	No change	2,956	265	0.01%	0.01%	620	0	0.0%	Q2 2026	Jul 02, 2026
Frederick Financial Consultants, LLC	History	No change	2,941	264	0.11%	0.11%	621	0	0.0%	Q2 2026	Aug 14, 2026
Urban Wealth Management, LLC	History	No change	2,930	263	0.23%	0.23%	622	0	0.0%	Q2 2026	Jul 23, 2026
Boyer Financial Services, Inc.	History	No change	2,902	263	0.22%	0.22%	623	0	0.0%	Q2 2026	Jul 17, 2026
ROBERTS GLORE & CO INC /IL/	History	No change	2,925	262	0.06%	0.06%	624	0	0.0%	Q2 2026	Aug 10, 2026
Huntleigh Advisors, Inc.	History	No change	2,895	260	0.04%	0.04%	625	0	0.0%	Q2 2026	Aug 04, 2026
William Mack & Associates, Inc.	History	No change	2,899	260	0.09%	0.09%	626	0	0.0%	Q2 2026	Jul 10, 2026
Allspring Global Investments Holdings, LLC	History	No change	2,870	259	0.0%	0.0%	627	0	0.0%	Q2 2026	Aug 13, 2026
Collier Financial	History	No change	2,881	258	0.18%	0.18%	628	0	0.0%	Q2 2026	Jul 30, 2026
Revisor Wealth Management LLC	History	No change	2,869	257	0.06%	0.06%	629	0	0.0%	Q2 2026	Jul 21, 2026
NWAM LLC	History	No change	2,832	254	0.01%	0.01%	630	0	0.0%	Q2 2026	Jul 23, 2026
KENNEDY INVESTMENT GROUP, INC.	History	No change	2,828	254	0.09%	0.09%	631	0	0.0%	Q2 2026	Jul 30, 2026
Focus Partners Advisor Solutions, LLC	History	No change	2,796	251	0.0%	0.0%	632	0	0.0%	Q2 2026	Aug 06, 2026
Quadcap Wealth Management, LLC	History	No change	2,794	251	0.02%	0.02%	633	0	0.0%	Q2 2026	Jul 31, 2026
WNY Asset Management, LLC	History	No change	2,779	249	0.02%	0.02%	634	0	0.0%	Q2 2026	Aug 17, 2026
Buck Wealth Strategies, LLC	History	No change	2,749	247	0.03%	0.03%	635	0	0.0%	Q2 2026	Jul 30, 2026
Synergy Investment Management, LLC	History	No change	2,753	247	0.06%	0.06%	636	0	0.0%	Q2 2026	Aug 14, 2026
BRIGHTON JONES LLC	History	No change	2,734	245	0.0%	0.0%	637	0	0.0%	Q2 2026	Aug 11, 2026
EAGLE WEALTH STRATEGIES LLC	History	No change	2,733	245	0.09%	0.09%	638	0	0.0%	Q2 2026	Jul 09, 2026
Bernard Wealth Management Corp.	History	No change	2,707	243	0.09%	0.09%	639	0	0.0%	Q2 2026	Aug 21, 2026
MWA Asset Management	History	No change	2,702	242	0.11%	0.11%	640	0	0.0%	Q2 2026	Jul 31, 2026
Marex Group Ltd	History	No change	2,695	242	0.0%	0.0%	641	0	0.0%	Q2 2026	Aug 14, 2026
Apella Capital, LLC	History	No change	2,610	240	0.0%	0.0%	642	0	0.0%	Q2 2026	Jul 08, 2026
Traction Financial Partners, LLC	History	No change	2,669	239	0.13%	0.13%	643	0	0.0%	Q2 2026	Aug 13, 2026
YARGER WEALTH STRATEGIES, LLC	History	No change	2,600	238	0.09%	0.09%	644	0	0.0%	Q2 2026	Jul 14, 2026
Advocate Investing Services LLC	History	No change	2,653	238	0.18%	0.18%	645	0	0.0%	Q2 2026	Jul 28, 2026
Pines Wealth Management, LLC	History	No change	2,645	237	0.07%	0.07%	646	0	0.0%	Q2 2026	Jul 22, 2026
Tempus Wealth Planning, LLC	History	No change	2,614	234	0.05%	0.05%	647	0	0.0%	Q2 2026	Jul 22, 2026
Anson Capital, Inc.	History	No change	2,567	230	0.15%	0.15%	648	0	0.0%	Q2 2026	Jul 29, 2026
Pinnacle Bancorp, Inc.	History	No change	2,555	229	0.06%	0.06%	649	0	0.0%	Q2 2026	Jul 28, 2026
Summa Corp.	History	No change	2,500	229	0.07%	0.07%	650	0	0.0%	Q2 2026	Aug 06, 2026
OpenArc Corporate Advisory, LLC	History	No change	2,556	229	0.0%	0.0%	651	0	0.0%	Q2 2026	Aug 05, 2026
PLIMOTH TRUST CO LLC	History	No change	2,542	228	0.05%	0.05%	652	0	0.0%	Q2 2026	Jul 28, 2026
Choate Investment Advisors	History	No change	2,513	225	0.0%	0.0%	653	0	0.0%	Q2 2026	Aug 11, 2026
GR FINANCIAL GROUP, LLC	History	No change	2,504	225	0.03%	0.03%	654	0	0.0%	Q2 2026	Aug 03, 2026
Kathmere Capital Management, LLC	History	No change	2,500	224	0.01%	0.01%	655	0	0.0%	Q2 2026	Jul 29, 2026
PURSUE WEALTH PARTNERS LLC	History	No change	2,500	224	0.13%	0.13%	656	0	0.0%	Q2 2026	Aug 07, 2026
Advisors Capital Management, LLC	History	No change	2,482	223	0.0%	0.0%	657	0	0.0%	Q2 2026	Aug 11, 2026
Prospect Financial Services LLC	History	No change	2,485	223	0.11%	0.11%	658	0	0.0%	Q2 2026	Aug 06, 2026
WJ Financial Advisors LLC	History	No change	2,490	223	0.16%	0.16%	659	0	0.0%	Q2 2026	Aug 13, 2026
Corecam Pte. Ltd.	History	No change	2,450	220	0.08%	0.08%	660	0	0.0%	Q2 2026	Jul 14, 2026
Florida Trust Wealth Management Co	History	No change	2,444	219	0.01%	0.01%	661	0	0.0%	Q2 2026	Jul 27, 2026
Birchcreek Wealth Management, LLC	History	No change	2,443	219	0.09%	0.09%	662	0	0.0%	Q2 2026	Aug 06, 2026
Ankerstar Wealth, LLC	History	No change	2,445	219	0.18%	0.18%	663	0	0.0%	Q2 2026	Aug 13, 2026
Princeton Global Asset Management LLC	History	No change	2,421	217	0.03%	0.03%	664	0	0.0%	Q2 2026	Jul 16, 2026
NBT BANK, N.A.	History	No change	2,400	215	0.01%	0.01%	665	0	0.0%	Q2 2026	Jul 29, 2026
Harbour Trust & Investment Management Co	History	No change	2,400	215	0.02%	0.02%	666	0	0.0%	Q2 2026	Jul 28, 2026
Alliance Wealth Advisors, LLC	History	No change	2,388	214	0.07%	0.07%	667	0	0.0%	Q2 2026	Jul 09, 2026
Stenger Family Office, LLC	History	No change	2,541	214	0.03%	0.03%	668	0	0.0%	Q2 2026	Jul 13, 2026
Stratos Wealth Advisors, LLC	History	No change	2,375	213	0.01%	0.01%	669	0	0.0%	Q2 2026	Aug 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	History	No change	2,371	211	0.0%	0.0%	670	0	0.0%	Q2 2026	Aug 12, 2026
Fortis Capital Management LLC	History	No change	2,346	210	0.02%	0.02%	671	0	0.0%	Q2 2026	Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	2,334	209	0.0%	0.0%	672	0	0.0%	Q2 2026	Aug 12, 2026
Allen Capital Group, LLC	History	No change	2,329	209	0.02%	0.02%	673	0	0.0%	Q2 2026	Jul 27, 2026
Evercore Wealth Management, LLC	History	No change	2,318	208	0.0%	0.0%	674	0	0.0%	Q2 2026	Aug 14, 2026
Worth Financial Advisory Group, LLC	History	No change	2,326	208	0.09%	0.09%	675	0	0.0%	Q2 2026	Jul 30, 2026
Stonebridge Financial Group, LLC/CA	History	No change	2,322	208	0.03%	0.03%	676	0	0.0%	Q2 2026	Aug 13, 2026
EverSource Wealth Advisors, LLC	History	No change	2,307	207	0.01%	0.01%	677	0	0.0%	Q2 2026	Jul 24, 2026
Econ Financial Services Corp	History	No change	2,295	206	0.1%	0.1%	678	0	0.0%	Q2 2026	Jul 23, 2026
Impact Capital Partners LLC	History	No change	2,300	206	0.06%	0.06%	679	0	0.0%	Q2 2026	Jul 14, 2026
Front Row Advisors LLC	History	No change	2,054	205	0.06%	0.06%	680	0	0.0%	Q2 2026	Aug 13, 2026
Buska Wealth Management, LLC	History	No change	2,283	205	0.07%	0.07%	681	0	0.0%	Q2 2026	Jul 10, 2026
DEUTSCHE BANK AG\	History	No change	2,279	204	0.0%	0.0%	682	0	0.0%	Q2 2026	Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC	History	No change	2,250	202	0.0%	0.0%	683	0	0.0%	Q2 2026	Aug 14, 2026
Integrity Investment Advisors, LLC	History	No change	2,253	202	0.09%	0.09%	684	0	0.0%	Q2 2026	Jul 21, 2026
MAGNOLIA CAPITAL ADVISORS LLC	History	No change	2,243	201	0.03%	0.03%	685	0	0.0%	Q2 2026	Aug 14, 2026
AMERIFLEX GROUP, INC.	History	No change	2,148	192	0.08%	0.08%	686	0	0.0%	Q2 2026	Aug 13, 2026
Balentine LLC	History	No change	2,110	189	0.01%	0.01%	687	0	0.0%	Q2 2026	Aug 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	History	No change	2,082	187	0.02%	0.02%	688	0	0.0%	Q2 2026	Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	2,081	186	0.0%	0.0%	689	0	0.0%	Q2 2026	Aug 13, 2026
Friedenthal Financial	History	No change	2,047	183	0.08%	0.08%	690	0	0.0%	Q2 2026	Jul 13, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	2,020	181	0.02%	0.02%	691	0	0.0%	Q2 2026	Jul 16, 2026
Archer Investment Corp	History	No change	1,991	178	0.04%	0.04%	692	0	0.0%	Q2 2026	Aug 03, 2026
Clark Wealth Partners	History	No change	1,949	175	0.1%	0.1%	693	0	0.0%	Q2 2026	Jul 28, 2026
Greykasell Wealth Strategies, Inc.	History	No change	1,884	169	0.06%	0.06%	694	0	0.0%	Q2 2026	Aug 11, 2026
Walsh & Associates, LLC	History	No change	1,852	166	0.14%	0.14%	695	0	0.0%	Q2 2026	Jul 21, 2026
Burnham & Co LLC	History	No change	1,758	157	0.13%	0.13%	696	0	0.0%	Q2 2026	Aug 11, 2026
Advisors Preferred, LLC	History	No change	1,714	155	0.02%	0.02%	697	0	0.0%	Q2 2026	Aug 11, 2026
Fairscale Capital, LLC	History	No change	1,728	155	0.09%	0.09%	698	0	0.0%	Q2 2026	Aug 07, 2026
Hanson & Doremus Investment Management	History	No change	1,710	154	0.02%	0.02%	699	0	0.0%	Q2 2026	Jul 29, 2026
Benson Wealth Management INC	History	No change	1,714	154	0.15%	0.15%	700	0	0.0%	Q2 2026	Aug 10, 2026
Murphy & Mullick Capital Management Corp	History	No change	1,710	153	0.09%	0.09%	701	0	0.0%	Q2 2026	Aug 14, 2026
Anchor Bay Capital, Inc.	History	No change	1,500	150	0.08%	0.08%	702	0	0.0%	Q2 2026	Aug 11, 2026
Investors Portfolio Services LLC	History	No change	1,669	149	0.11%	0.11%	703	0	0.0%	Q2 2026	Aug 14, 2026
SBI Securities Co., Ltd.	History	No change	1,579	141	0.0%	0.0%	704	0	0.0%	Q2 2026	Jul 22, 2026
Biltmore Family Office, LLC	History	No change	1,527	137	0.02%	0.02%	705	0	0.0%	Q2 2026	Aug 12, 2026
Forum Finance Group S.A.	History	No change	1,854	135	0.05%	0.05%	706	0	0.0%	Q2 2026	Aug 14, 2026
KERR FINANCIAL PLANNING Corp	History	No change	1,353	121	0.13%	0.13%	707	0	0.0%	Q2 2026	Jul 02, 2026
Signature Equity Partners, LLC	History	No change	1,347	121	0.06%	0.06%	708	0	0.0%	Q2 2026	Jul 30, 2026
Clearstead Advisors, LLC	History	No change	1,331	119	0.0%	0.0%	709	0	0.0%	Q2 2026	Aug 06, 2026
Smithfield Trust Co	History	No change	1,275	115	0.0%	0.0%	710	0	0.0%	Q2 2026	Aug 05, 2026
Key FInancial Inc	History	No change	1,239	111	0.02%	0.02%	711	0	0.0%	Q2 2026	Jul 24, 2026
Register Financial Advisors LLC	History	No change	1,213	108	0.03%	0.03%	712	0	0.0%	Q2 2026	Jul 15, 2026
PETERSON WEALTH MANAGEMENT	History	No change	1,165	104	0.05%	0.05%	713	0	0.0%	Q2 2026	Jul 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC	History	No change	1,150	103	0.01%	0.01%	714	0	0.0%	Q2 2026	Aug 14, 2026
BESSEMER GROUP INC	History	No change	1,133	102	0.0%	0.0%	715	0	0.0%	Q2 2026	Aug 12, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	No change	1,104	99	0.07%	0.07%	716	0	0.0%	Q2 2026	Jul 24, 2026
Bangor Savings Bank	History	No change	1,100	98	0.01%	0.01%	717	0	0.0%	Q2 2026	Jul 06, 2026
Noble Wealth Management PBC	History	No change	925	95	0.04%	0.04%	718	0	0.0%	Q3 2026	Oct 01, 2026
Whipplewood Advisors, LLC	History	No change	1,015	91	0.06%	0.06%	719	0	0.0%	Q2 2026	Jul 27, 2026
FRANKLIN RESOURCES INC	History	No change	1,002	90	0.0%	0.0%	720	0	0.0%	Q2 2026	Aug 13, 2026
MCF Advisors LLC	History	No change	981	88	0.0%	0.0%	721	0	0.0%	Q2 2026	Aug 12, 2026
Smartleaf Asset Management LLC	History	No change	950	84	0.0%	0.0%	722	0	0.0%	Q2 2026	Aug 12, 2026
North Star Investment Management Corp.	History	No change	885	79	0.0%	0.0%	723	0	0.0%	Q2 2026	Jul 28, 2026
Providence Capital Advisors, LLC	History	No change	885	79	0.01%	0.01%	724	0	0.0%	Q2 2026	Aug 11, 2026
Stonehage Fleming Financial Services Holdings Ltd	History	No change	876	78	0.0%	0.0%	725	0	0.0%	Q2 2026	Aug 17, 2026
Westside Investment Management, Inc.	History	No change	858	77	0.01%	0.01%	726	0	0.0%	Q2 2026	Jul 27, 2026
Solstein Capital, LLC	History	No change	856	76	0.03%	0.03%	727	0	0.0%	Q2 2026	Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	849	76	0.04%	0.04%	728	0	0.0%	Q2 2026	Jul 21, 2026
Investment Research & Advisory Group, Inc.	History	No change	840	75	0.02%	0.02%	729	0	0.0%	Q2 2026	Jul 23, 2026
BOK Financial Private Wealth, Inc.	History	No change	830	74	0.0%	0.0%	730	0	0.0%	Q2 2026	Aug 07, 2026
ALLIANZ SE	History	No change	797	71	0.0%	0.0%	731	0	0.0%	Q2 2026	Aug 10, 2026
Bell Investment Advisors, Inc	History	No change	793	71	0.01%	0.01%	732	0	0.0%	Q2 2026	Aug 06, 2026
BFSG, LLC	History	No change	750	67	0.01%	0.01%	733	0	0.0%	Q2 2026	Jul 20, 2026
Tower Research Capital LLC (TRC)	History	No change	735	66	0.0%	0.0%	734	0	0.0%	Q2 2026	Aug 11, 2026
N.E.W. Advisory Services LLC	History	No change	743	66	0.0%	0.0%	735	0	0.0%	Q2 2026	Aug 06, 2026
Polaris Financial Partners	History	New	625	65	0.03%	—	737	+625	New	Q3 2026	Oct 02, 2026
Community Bank, N.A.	History	No change	728	65	0.01%	0.01%	736	0	0.0%	Q2 2026	Aug 13, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	721	64	0.02%	0.02%	738	0	0.0%	Q2 2026	Aug 20, 2026
NFSG Corp	History	No change	664	59	0.01%	0.01%	739	0	0.0%	Q2 2026	Aug 14, 2026
EASTERN BANK	History	No change	652	58	0.0%	0.0%	740	0	0.0%	Q2 2026	Jul 01, 2026
Larson Financial Group LLC	History	No change	642	57	0.0%	0.0%	741	0	0.0%	Q2 2026	Aug 14, 2026
WHITTIER TRUST CO	History	No change	600	55	0.0%	0.0%	742	0	0.0%	Q2 2026	Jul 27, 2026
Ancora Advisors LLC	History	No change	621	55	0.0%	0.0%	743	0	0.0%	Q2 2026	Aug 14, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	579	52	0.01%	0.01%	744	0	0.0%	Q2 2026	Jul 22, 2026
Roxbury Financial LLC	History	No change	495	51	0.04%	0.03%	745	0	0.0%	Q3 2026	Oct 01, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	574	51	0.01%	0.01%	746	0	0.0%	Q2 2026	Aug 13, 2026
Strategic Wealth Partners, Ltd.	History	No change	560	50	0.0%	0.0%	747	0	0.0%	Q2 2026	Aug 12, 2026
Crews Bank & Trust	History	No change	555	49	0.01%	0.01%	748	0	0.0%	Q2 2026	Jul 16, 2026
WPG Advisers, LLC	History	No change	550	49	0.03%	0.03%	749	0	0.0%	Q2 2026	Aug 05, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	542	48	0.0%	0.0%	750	0	0.0%	Q2 2026	Jul 13, 2026
JDM Financial Group LLC	History	No change	531	47	0.02%	0.02%	751	0	0.0%	Q2 2026	Aug 17, 2026
NATIXIS	History	No change	521	46	0.0%	0.0%	752	0	0.0%	Q2 2026	Aug 13, 2026
Wellington Shields & Co., LLC	History	No change	500	44	0.01%	0.01%	753	0	0.0%	Q2 2026	Aug 10, 2026
Rakuten Securities, Inc.	History	No change	500	44	0.01%	0.01%	754	0	0.0%	Q2 2026	Aug 11, 2026
Avalon Trust Co	History	No change	475	42	0.0%	0.0%	755	0	0.0%	Q2 2026	Aug 06, 2026
Godfrey Financial Associates, Inc.	History	No change	465	41	0.03%	0.03%	756	0	0.0%	Q2 2026	Aug 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.	History	No change	451	40	0.0%	0.0%	757	0	0.0%	Q2 2026	Aug 10, 2026
DHJJ Financial Advisors, Ltd.	History	No change	445	39	0.01%	0.01%	758	0	0.0%	Q2 2026	Jul 24, 2026
Bogart Wealth, LLC	History	No change	431	38	0.0%	0.0%	759	0	0.0%	Q2 2026	Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	432	38	0.01%	0.01%	760	0	0.0%	Q2 2026	Aug 27, 2026
Asset Dedication, LLC	History	No change	406	36	0.0%	0.0%	761	0	0.0%	Q2 2026	Jul 30, 2026
Harel Insurance Investments & Financial Services Ltd.	History	No change	390	35	0.0%	0.0%	762	0	0.0%	Q2 2026	Jul 29, 2026
New England Capital Financial Advisors LLC	History	No change	391	35	0.01%	0.01%	763	0	0.0%	Q2 2026	Jul 27, 2026
Hilltop National Bank	History	No change	400	35	0.01%	0.01%	764	0	0.0%	Q2 2026	Jul 01, 2026
Smallwood Wealth Investment Management, LLC	History	No change	385	34	0.01%	0.01%	765	0	0.0%	Q2 2026	Jul 23, 2026
AlphaCore Capital LLC	History	No change	370	33	0.0%	0.0%	766	0	0.0%	Q2 2026	Aug 06, 2026
WELLINGTON-ALTUS USA INC.	History	No change	535	33	0.02%	0.02%	767	0	0.0%	Q2 2026	Sep 17, 2026
Nemes Rush Group LLC	History	No change	360	32	0.0%	0.0%	768	0	0.0%	Q2 2026	Aug 14, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	350	31	0.01%	0.01%	769	0	0.0%	Q2 2026	Jul 08, 2026
Truvestments Capital LLC	History	No change	335	30	0.0%	0.0%	770	0	0.0%	Q2 2026	Aug 12, 2026
TFC Financial Management, Inc.	History	No change	344	30	0.0%	0.0%	771	0	0.0%	Q2 2026	Jul 23, 2026
BankPlus Trust Department	History	No change	340	30	0.01%	0.01%	772	0	0.0%	Q2 2026	Jul 28, 2026
Ameliora Wealth Management Ltd.	History	No change	319	28	0.01%	0.01%	773	0	0.0%	Q2 2026	Jul 24, 2026
HOWE & RUSLING INC	History	No change	295	26	0.0%	0.0%	774	0	0.0%	Q2 2026	Aug 10, 2026
Rossby Financial, LCC	History	No change	293	26	0.0%	0.0%	775	0	0.0%	Q2 2026	Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	271	24	0.0%	0.0%	776	0	0.0%	Q2 2026	Jul 27, 2026
Financial Network Wealth Advisors LLC	History	No change	277	24	0.02%	0.02%	777	0	0.0%	Q2 2026	Jul 29, 2026
Colonial Trust Advisors	History	No change	245	22	0.0%	0.0%	778	0	0.0%	Q2 2026	Aug 11, 2026
FINANCIAL CONSULATE, INC	History	No change	248	22	0.0%	0.0%	779	0	0.0%	Q2 2026	Jul 23, 2026
DiNuzzo Private Wealth, Inc.	History	No change	235	21	0.0%	0.0%	780	0	0.0%	Q2 2026	Jul 10, 2026
Versant Capital Management, Inc	History	No change	200	20	0.0%	0.0%	781	0	0.0%	Q3 2026	Oct 01, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	206	19	0.01%	0.01%	782	0	0.0%	Q2 2026	Aug 18, 2026
Financial Gravity Companies, Inc.	History	No change	222	19	0.0%	0.0%	783	0	0.0%	Q2 2026	Aug 05, 2026
WOLFF WIESE MAGANA LLC	History	No change	213	19	0.01%	0.01%	784	0	0.0%	Q2 2026	Jul 13, 2026
Decker Retirement Planning Inc.	History	No change	219	19	0.01%	0.01%	785	0	0.0%	Q2 2026	Jul 16, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	200	18	0.0%	0.0%	786	0	0.0%	Q2 2026	Sep 02, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	History	No change	192	17	0.0%	0.0%	787	0	0.0%	Q2 2026	Jul 21, 2026
CENTRAL TRUST Co	History	No change	189	16	0.0%	0.0%	788	0	0.0%	Q2 2026	Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	179	16	0.0%	0.0%	789	0	0.0%	Q2 2026	Jul 08, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC	History	No change	184	16	0.01%	0.01%	790	0	0.0%	Q2 2026	Aug 14, 2026
Imprint Wealth LLC	History	No change	176	15	0.06%	0.06%	791	0	0.0%	Q2 2026	Aug 14, 2026
Quaker Wealth Management, LLC	History	No change	163	14	0.0%	0.0%	792	0	0.0%	Q2 2026	Jul 24, 2026
MV CAPITAL MANAGEMENT, INC.	History	No change	150	13	0.0%	0.0%	793	0	0.0%	Q2 2026	Jul 30, 2026
Financial Perspectives, Inc	History	No change	145	13	0.0%	0.0%	794	0	0.0%	Q2 2026	Jul 24, 2026
Glassman Wealth Services	History	No change	137	12	0.0%	0.0%	795	0	0.0%	Q2 2026	Aug 05, 2026
HighMark Wealth Management LLC	History	No change	138	12	0.0%	0.0%	796	0	0.0%	Q2 2026	Aug 12, 2026
Kilter Group LLC	History	No change	137	12	0.0%	0.0%	797	0	0.0%	Q2 2026	Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	125	11	0.0%	0.0%	798	0	0.0%	Q2 2026	Aug 13, 2026
JNBA Financial Advisors	History	No change	125	11	0.0%	0.0%	799	0	0.0%	Q2 2026	Jul 23, 2026
Ascentis Wealth Management, LLC	History	No change	128	11	0.0%	0.0%	800	0	0.0%	Q2 2026	Jul 30, 2026
Quest 10 Wealth Builders, Inc.	History	No change	126	11	0.01%	0.01%	801	0	0.0%	Q2 2026	Jul 24, 2026
SIGNATUREFD, LLC	History	No change	114	10	0.0%	0.0%	802	0	0.0%	Q2 2026	Jul 23, 2026
Key Capital Management, INC	History	No change	114	10	0.01%	0.01%	803	0	0.0%	Q2 2026	Jul 27, 2026
FAS Wealth Partners, Inc.	History	No change	105	9	0.0%	0.0%	804	0	0.0%	Q2 2026	Jul 29, 2026
Abound Wealth Management	History	No change	109	9	0.0%	0.0%	805	0	0.0%	Q2 2026	Jul 10, 2026
Trust Co	History	No change	92	8	0.0%	0.0%	806	0	0.0%	Q2 2026	Jul 10, 2026
Salomon & Ludwin, LLC	History	No change	90	8	0.0%	0.0%	807	0	0.0%	Q2 2026	Aug 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC	History	No change	96	8	0.0%	0.0%	808	0	0.0%	Q2 2026	Jul 21, 2026
Fourth Dimension Wealth, LLC	History	No change	100	8	0.0%	0.0%	809	0	0.0%	Q2 2026	Jul 31, 2026
Copia Wealth Management	History	No change	100	8	0.0%	0.0%	810	0	0.0%	Q2 2026	Aug 17, 2026
Vision Retirement, LLC	History	No change	92	8	0.0%	0.0%	811	0	0.0%	Q2 2026	Jul 21, 2026
Downshift Financial, LLC	History	No change	100	8	0.0%	0.0%	812	0	0.0%	Q2 2026	Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	76	7	0.0%	0.0%	813	0	0.0%	Q2 2026	Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	88	7	0.0%	0.0%	814	0	0.0%	Q2 2026	Aug 13, 2026
GHP Investment Advisors, Inc.	History	No change	85	7	0.0%	0.0%	815	0	0.0%	Q2 2026	Jul 17, 2026
Costello Asset Management, INC	History	No change	81	7	0.0%	0.0%	816	0	0.0%	Q2 2026	Jul 28, 2026
Avion Wealth	History	No change	85	7	0.0%	0.0%	817	0	0.0%	Q2 2026	Jul 31, 2026
Physician Wealth Advisors, Inc.	History	No change	88	7	0.0%	0.0%	818	0	0.0%	Q2 2026	Jul 20, 2026
Rosenberg Matthew Hamilton	History	No change	79	7	0.0%	0.0%	819	0	0.0%	Q2 2026	Jul 17, 2026
Blue Trust, Inc.	History	No change	79	7	0.0%	0.0%	820	0	0.0%	Q2 2026	Jul 21, 2026
Morse Asset Management, Inc	History	No change	75	6	0.0%	0.0%	821	0	0.0%	Q2 2026	Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	68	6	0.0%	0.0%	822	0	0.0%	Q2 2026	Jul 15, 2026
Strengthening Families & Communities, LLC	History	No change	65	5	0.0%	0.0%	823	0	0.0%	Q2 2026	Aug 11, 2026
Colonial Trust Co / SC	History	No change	66	5	0.0%	0.0%	824	0	0.0%	Q2 2026	Aug 11, 2026
Mosley Wealth Management	History	No change	60	5	0.0%	0.0%	825	0	0.0%	Q2 2026	Jul 23, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	46	4	0.0%	0.0%	826	0	0.0%	Q2 2026	Aug 07, 2026
Global Trust Asset Management, LLC	History	No change	50	4	0.0%	0.0%	827	0	0.0%	Q2 2026	Aug 03, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	50	4	0.0%	0.0%	828	0	0.0%	Q2 2026	Aug 07, 2026
Pacifica Partners Inc.	History	No change	50	4	0.0%	0.0%	829	0	0.0%	Q2 2026	Jul 13, 2026
WealthCollab, LLC	History	No change	49	4	0.0%	0.0%	830	0	0.0%	Q2 2026	Aug 10, 2026
Strive Financial Group ,LLC	History	No change	47	4	0.0%	0.0%	831	0	0.0%	Q2 2026	Aug 14, 2026
Cornerstone National Bank & Trust Co	History	No change	51	4	0.0%	0.0%	832	0	0.0%	Q2 2026	Jul 21, 2026
NBH Bank	History	No change	53	4	0.0%	0.0%	833	0	0.0%	Q2 2026	Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	43	3	0.0%	0.0%	834	0	0.0%	Q2 2026	Jul 14, 2026
HM PAYSON & CO	History	No change	40	3	0.0%	0.0%	835	0	0.0%	Q2 2026	Jul 17, 2026
TRUST CO OF VERMONT	History	No change	38	3	0.0%	0.0%	836	0	0.0%	Q2 2026	Aug 07, 2026
WEST PACES ADVISORS INC.	History	No change	36	3	0.0%	0.0%	837	0	0.0%	Q2 2026	Jul 17, 2026
Caitlin John, LLC	History	No change	34	3	0.0%	0.0%	838	0	0.0%	Q2 2026	Aug 17, 2026
Heritage Wealth Advisors	History	No change	26	2	0.0%	0.0%	839	0	0.0%	Q2 2026	Aug 14, 2026
1 NORTH WEALTH SERVICES LLC	History	No change	27	2	0.0%	0.0%	840	0	0.0%	Q2 2026	Aug 03, 2026
LifeSteps Financial, Inc.	History	No change	30	2	0.0%	0.0%	841	0	0.0%	Q2 2026	Jul 17, 2026
High Note Wealth, LLC	History	No change	30	2	0.0%	0.0%	842	0	0.0%	Q2 2026	Jul 23, 2026
GAMMA Investing LLC	History	No change	27	2	0.0%	0.0%	843	0	0.0%	Q2 2026	Jul 07, 2026
TOP Private Wealth LLC.	History	No change	25	2	0.0%	0.0%	844	0	0.0%	Q2 2026	Aug 13, 2026
Hilton Head Capital Partners, LLC	History	No change	15	1	0.0%	0.0%	845	0	0.0%	Q2 2026	Jul 27, 2026
Coastline Trust Co	History	Closed out	0	0	—	0.0%	—	-168	-100.0%	Q3 2026	Oct 01, 2026
Banque Cantonale Vaudoise	History	No change	5,073	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
Mechanics Financial Corp	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
Main Street Group, LTD	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Jul 13, 2026
Bear Mountain Capital, Inc.	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Jul 20, 2026